Ability to perform A-Z administration and manage a caseload of approximately 80 small combo plans.
Prepare Annual Valuation packages for all assigned plans, including reports, notices, letters, and tax forms.
Maintain a positive relationship with clients, including plan upkeep and advising on technical requirements.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. They offer integrated retirement third party administration, recordkeeping, payroll, and HR solutions and recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Lead and scale Yelp’s FP&A function to support scalable, strategic decision-making as they grow.
Influence company-wide decisions as a trusted advisor to senior executives and cross-functional leads.
Build and continually refine short- and long-range financial plans that support Yelp’s growth.
Yelp's Financial Planning & Analysis team plays a strategic role in decision-making. They are looking for a strategic, people-first financial leader to spearhead their FP&A organization, and is a high-growth tech environment with 5,000+ employees .
Prepare financial annual budgets and forecast updates.
Manage month-end close process and reporting of monthly financial results.
Develop and maintain financial models and analysis.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Oversee the forecasting and budgeting for all Operating Expenses (OpEx) and Headcount.
Provide strategic direction for our financial planning software.
MasterClass is a streaming platform where experts share their knowledge and stories. They are a remote-first workforce with collaborative work spaces in San Francisco and Kitchener, Ontario, and employees in several U.S. states.
Provide timely, high quality client service that meets or exceeds client expectations
Lead multiple healthcare-focused finance transformation engagements and oversee workstreams including accounting and month-end close, FP&A, and/or technology, often as part of interim finance leadership
Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
Elliott Davis provides tax, assurance and consulting services paired with an industry-leading workplace culture. They have nine offices located in the fastest growing cities in the US and are built on a foundation of inclusivity, collaboration, and collective growth.
Administer full-cycle plan operations for 401(k) and cross-tested retirement plans.
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Communicate with clients on plan administration issues with clarity and professionalism.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. They are recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Evaluates Finance operations and develops, tracks, and analyzes processes.
Discovers/develops data, monitors analytics, and contributes to communications.
Leads project teams, resolves system support issues, and promotes ministry initiatives.
Compassion is a ministry with a mission to release children from poverty in Jesus’ name. They serve more than two million children in 25 countries and are unified by their conviction in the transformative power of Christ’s love.
Oversee accounting and reporting for multiple entities.
Implement scalable systems and automation aligned with technology trends.
Deliver financial analysis and insights to guide strategic planning.
Sterlington is an international law firm that combines legal and commercial excellence with modern ways of practicing. Our high-caliber partners work on complex business matters with a tailored approach to client service and a focus on financial flexibility and innovation.
Work with Finance and Accounting stakeholders to understand reporting needs and assist in defining analytical requirements.
Build and update Tableau dashboards and reports, ensuring they are accurate, well-documented, and easy for stakeholders to use.
Assist in identifying and investigating trends and anomalies in financial and operational data, and summarize findings for stakeholders
They are a digital financial services company, offering innovative, people-centered products. They operate in Australia, New Zealand, and the US, connecting millions of customers with a global network of merchants; they are also a values-led business.
Assist with financial modeling and forecasting of revenue and expenses.
Conduct market research and analysis to support informed decision-making.
Participate in budgeting, analyze variances, and identify cost optimization opportunities.
Armada is an edge computing startup that provides computing infrastructure to remote areas where connectivity and cloud infrastructure is limited. They aim to bridge the digital divide with advanced technology infrastructure that can be rapidly deployed anywhere.