Telephonically provide financial resource guidance, resources, and information to clients on various issues like budgeting, debt management, taxes, and retirement planning.
Evaluate, troubleshoot, research, and follow up on client questions and concerns in a timely manner.
Analyze financial information/resources and provide clients with financial strategies.
ComPsych is a worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. They combine technology with human expertise to help individuals and their organizations thrive, serving over 75,000 customers worldwide and touching more than 160 million lives across 200 countries.
Conduct comprehensive financial analysis to support government contracts.
Monitor and manage contract costs to ensure adherence to budgetary guidelines.
Ensure compliance with government regulations, accounting standards, and internal policies.
American Institutes for Research (AIR) is a nonpartisan, not-for-profit organization that conducts behavioral and social science research and delivers technical assistance. It was founded in 1946 and is headquartered in Arlington, Virginia; they are mission-focused and evidence-driven.
Support cost analyses tied to process and organizational changes.
Maintain financial trackers to monitor progress.
Aptive partners with federal agencies to achieve their missions through improved performance, streamlined operations and enhanced service delivery. Based in Alexandria, Virginia, they support more than a dozen agencies and have 300+ employees nationwide.
Direct the Company’s operating plan and forecasting cycles.
Oversee the global FP&A calendar.
Lead and coordinate complex financial requests from executive leadership.
Hilb Group is a Top 25 middle-market independent insurance broker. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.
Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
Develop and maintain financial models and forecasts to predict future financial performance and support business decisions.
Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
Würk provides an all-in-one workforce management solution to employers in highly regulated industries. They have created a dynamic system to manage payroll, HR, timekeeping, and tax compliance, streamlining operations and minimizing regulatory risk.
Establish and maintain accounting principles and practices.
Lead financial operations to increase revenue opportunities.
Develop financial models and dashboards for insights.
Jobgether uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Produce monthly reports, including key metrics, financial results, and variance reporting for internal and external stakeholders
Assist the team in annual budgeting and quarterly forecasting processes, by working directly with internal stakeholders to understand the unique budgetary needs of specific departments and incorporating into the financial plan
Assist the team in the preparation of monthly/quarterly discussion materials for investors, the executive team, and the Board
1Password is building the foundation for a safe and productive digital future focusing on cybersecurity. They have over 180,000 businesses trusting their product and value collaboration, clear communication and they put people first.
Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.
Analyze financial and operational data to identify trends and opportunities.
Maintain consistent reporting to physicians and operational leaders.
Prepare detailed reports and presentations for management.
UCM Medical Group is a world-class academic healthcare system. They provide superior healthcare with compassion, always mindful that each patient is a person, an individual; UChicago Medicine is growing and at the forefront of medicine since 1899.
Oversee budgets, forecasts, and financial models across the ambulatory medical group, Clinically Integrated Network, and Accountable Care Organization.
Review quarterly financial performance, translating trends into clear recommendations for operational decisions and long-term planning.
Partner with leadership to assess financial performance and optimize resource allocation for sustainable growth initiatives.
UCM Medical Group, Inc. provides superior healthcare with compassion, always mindful that each patient is a person, an individual. To accomplish this, they need employees with passion, talent and commitment… with patients and with each other.