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.
Develop subject matter expertise in hospital operational and financial drivers of net revenue.
Assist in the net revenue month-end close process for core clients, delivering results.
Complete analytical work on one-time engagements, coaching team members and supporting sales.
Kodiak Solutions transforms the healthcare industry through technology-driven solutions, specializing in healthcare finance, unclaimed property, risk and revenue cycle management. Powered by an innovative platform, they offer cloud-based systems, automated workflows, and advanced data management tools.
Estimate total costs of printing and/or binding magazines, pamphlets, periodicals, books, and other variable printed matter based on job specifications.
Prepare competitive pricing estimates for Sales to close new/existing business opportunities and retain existing customer base.
Work with Customers, Sales, and Legal on the preparation of Contracts for work.
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.
Lead financial planning initiatives, optimize processes.
Provide actionable insights that drive operational and regulatory compliance.
Defining areas of improvement.
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Analyzes historical data and current trends to identify risks and opportunities for the business and drive strategies to achieve financial goals.
Manages the financial success of assigned categories by driving the business to exceed sales, gross margin, gross margin return on investment and inventory turn goals.
Recommends seasonal merchandise flow strategies that maximize sales, profitability, and customer expectations.
SupplyHouse.com is an industry-leading e-commerce company specializing in HVAC, plumbing, heating, and electrical supplies and has been in operation since 2004. They value every individual team member and cultivate a community where people come first.
Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances
Own communication with clients regularly to provide our recommendations and manage expectations
Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
Pilot offers finance experts to small businesses, integrating with their existing systems and providing bookkeeping and financial management services. They have over 3,000 customers and have raised over $170 million in financing with a recent valuation of $1.2 billion.
Improving portfolio health by engaging customers in financial difficulty.
Designing and monitoring impact assessment and forecasting models.
Developing and maintaining credit models for strategic business decisions.
Monzo is on a mission to make money work for everyone, waving goodbye to complicated traditional banking. They offer personal and business bank accounts, joint accounts, and credit cards, solving problems and changing lives.
Lead financial due diligence for potential acquisitions.
Develop financial analyses and pro forma financial models.
Communicate findings effectively and provide guidance to team members.
Teamshares acquires high-quality businesses, intending to be a permanent home for them. Founded in 2019, Teamshares operates subsidiaries with consolidated revenue of over $400 million across over 40 industries and 30 states.