Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring compliance.
Conduct annual nondiscrimination testing including ADP/ACP, top-heavy, and coverage tests.
Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.
The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.
Perform actual to budget variance analysis and highlight risks and opportunities.
Lead and collaborate with stakeholders in annual budgeting and quarterly forecasting.
Build and maintain financial models and support scenario planning and ad hoc analysis.
PLOS is a nonprofit open access publisher that empowers researchers to accelerate progress in science and medicine. The organization is supported by a highly skilled global team and is committed to inclusion and equal opportunity.
Analyze financial information from practice owners and participate in investment committee discussions.
Update financial models to assess profitability of target hospitals and assist in drafting Letters of Intent.
Prepare deal summaries and presentations, and support due diligence by reviewing financial statements and bank records.
Alliance Animal Health is a private equity-backed Veterinary Service Organization that provides business solutions like talent acquisition, marketing, HR, finance, and operations to veterinary practices across the US. The company values open communication and collaboration, supporting practices while maintaining their medical autonomy.
Analyze complex medical and pharmacy claims data to measure the financial impact of medication rebate contracts.
Develop and enhance analytics to provide insights into financial performance of medication rebate contracts.
Identify opportunities to improve process and efficiency, and recommend data-driven solutions.
Evio is a pharmacy solutions company founded by health plans to manage high-cost medications. It serves over 20 million members and has invested heavily in people, team, and culture, fostering values of empathy, diversity, and transparency.
Lead pricing activities for assigned opportunities from proposal kickoff through submission, serving as the primary pricing lead.
Develop competitive pricing strategies by balancing customer requirements, risk, profitability, and Price-to-Win (PTW) considerations.
Build and maintain complex pricing models and scalable Excel tools for compliant proposal development.
Apogee is a company that supports winning new business across the Department of Defense and Federal Government, delivering solutions to complex national security challenges. They offer a collaborative environment with a corporate pricing team.
Oversee fixed income trade settlement operations, including trade exception management, inquiries, allocations, fail resolution, and position transfers.
Manage end-to-end corporate actions process by researching events and coordinating with traders on elections and potential liabilities.
Reconcile internal books with prime brokers and fund administrator, resolving breaks promptly and supporting month-end reviews.
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. With nearly two decades of leadership, we have become a multibillion-dollar asset manager with internationally recognized experts and a collegial working environment.
Manage mortgage trade lifecycle from confirmation to settlement, including TBA and specified pool trades.
Coordinate settlement operations, GNMA pooling, and bulk bidding with investors and broker-dealers.
Collaborate cross-functionally with Capital Markets, Operations, and Accounting to ensure efficient loan delivery.
eLEND is a mortgage solutions company that maximizes loan value through secondary market execution. They offer a collaborative, high-performing remote team environment with growth opportunities.