Approve customer credit limits and proactively contact clients to follow up on outstanding invoices.
Collaborate with Sales, Customer Service, and Legal to resolve billing disputes and improve customer experience.
Ensure accurate month-end close activities including AR, AP, and bad debt reconciliations.
LGC is a global life sciences tools company helping to improve human health and the safety of our planet. Our products support genomic analysis to quality assurance in food, medicines, and the environment, powering critical decisions daily.
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.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Assist with the preparation of annual operating and capital budgets for departments and service lines.
Develop and analyze financial and operational models to support the budget process and prepare multi-year forecasts.
Review monthly financial statements, compare actuals to budget, and report findings to leadership.
UnityPoint Health is a healthcare organization dedicated to providing compassionate care. It is recognized as a Top 150 Place to Work in Healthcare and offers a supportive culture focused on belonging and development.
Serve as the senior finance leader for a complex multi-location airport lounge portfolio, driving financial strategy and client partnership.
Oversee FP&A, forecasting, variance analysis, and executive reporting to align financial performance with strategic objectives.
Ensure strong contract stewardship, risk management, and internal controls while leading and developing a high-performing finance team.
Sodexo provides food service, catering, facilities management, and integrated solutions worldwide. They are a large global company committed to diversity and inclusion, fostering an environment where all employees are valued and respected.
Drive global budgeting, forecasting, and long-range planning in partnership with finance and programmatic staff.
Build smarter financial systems and workflows, applying AI and automation to improve analysis and reporting.
Lead ad hoc analytics and cross-functional initiatives to identify trends, risks, and opportunities.
GiveDirectly delivers cash directly to people living in poverty, transferring over $1B to 2+ million recipients across 15 countries since 2011. The culture is candid, analytical, and non-hierarchical, with high ownership and real professional growth.
Own recurring components of the monthly actuals process and maintain core FP&A models.
Investigate variances versus budget and forecast, translating results into narratives for leadership.
Support budget and forecast cycles and act as a Pigment power user for Core FP&A.
Oura develops smart rings that track health, sleep, and activity, empowering users to improve their well-being. The company is a fast-growing health tech firm with a global community, fostering a culture of personal health and team empowerment.
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.
Own financial modeling, including the integrated three-statement model and scenario analyses.
Lead FP&A processes such as budgeting, forecasting, and variance analysis.
Serve as a finance business partner to department heads, providing insights and ROI evaluation.
Limble provides a comprehensive CMMS platform to optimize asset performance and operational excellence. The company fosters a collaborative, low-ego culture and is at a Series C/D stage, scaling rapidly.
Maintain and enhance project cost control systems to ensure accurate financial visibility for teams and leadership.
Analyze project performance data, prepare dashboards, and recommend corrective actions to mitigate risks.
Manage budgets, forecasts, and financial models including EACs, ETCs, burn rates, and variance analysis.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It is a growing organization offering a collaborative environment and professional development opportunities.