Analyze disputes and chargeback flows to determine appropriate actions and build strong representment cases.
Investigate transaction timelines, evidence, and root causes, identifying patterns and fraud signals.
Use AI tools and collaborate with cross-functional teams (Risk, Compliance, Product, Data, Engineering) to improve dispute handling.
CloudWalk builds AI-driven payment and credit solutions, focusing on smarter automation for financial transactions. The company is a growing tech organization that values innovation, curiosity, and ownership in a collaborative culture.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Actively participate in the tender/bid process, manage change management, and analyze tenders for value.
Create cost plans, oversee project spend, and support dispute resolution with transparency.
Foster team growth through mentorship and leadership, building strong relationships with clients.
Linesight is a global project and cost management consultancy delivering major projects for prestigious companies, focusing on a sustainable built environment. With an open culture and flat structure, they emphasize genuine care, respect, and diversity among their people.
Create deal packages by consolidating data for approval submissions.
Support deal reviews for accuracy and compliance.
Use AI to optimize workstreams and advance the Deal Desk practice.
RealPage is a SaaS company redefining Property Tech through Agentic AI. They foster a collaborative environment where team members take ownership and drive outcomes.
Serve as FP&A business partner to Risk Adjustment leaders, preparing monthly revenue and expense forecasts.
Build and maintain complex financial models to support budgeting, forecasting, and long-range planning.
Design and enhance automated reporting and dashboards to improve accuracy and efficiency.
HealthEdge is a healthcare technology company that delivers software solutions for health plans. They foster an inclusive culture with a focus on diversity and innovation.
Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Provide administrative and operational support to Lead and Associate Planners, including scheduling and client reminders.
Maintain and update the firm's CRM, complete workflows, audits, and manage the client service calendar.
Support billing operations and coordinate client engagement activities such as milestone cards and gift acknowledgements.
White Coat Planning provides comprehensive financial planning and investment management services for high-income professionals, guided by the principles of the White Coat Investor. The firm is a new, growing company focused on integrity and client care.
Analyze markets, historicals, and live data to price inventory effectively using proprietary software.
Conduct detailed market research and build strategic pricing recommendations for clients.
Communicate closely with clients as their main point of contact within the organization.
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes. We are data-driven and customer-obsessed, building a company based on great people, technical excellence, and continued growth.
Develop compelling, compliant grant proposals and supporting documents, using AI tools for research and drafting.
Manage the grant application process, coordinating with clients and ensuring deadlines are met.
Communicate effectively with clients, provide updates, and maintain accurate records of all submissions.
Zero To One Strategic is a specialized consultancy that helps clients maximize revenues from Canadian R&D and Innovation programs. They work with businesses across various sectors, providing expert guidance on securing non-dilutive funding through grants, subsidies, and tax credits.
Conduct financial planning conversations with individuals, families, and business owners.
Help clients create a roadmap to achieve short-term and long-term financial goals.
Utilize provided training to learn about retirement planning, wealth accumulation, college planning, investments, and insurance.
Traction Forge Financial partners with top Fortune 500 companies to provide complimentary financial planning services. They offer an entry-level training program for financial professionals with potential for management roles.