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Supports customers by triaging application issues, documenting and prioritizing software defects, and liaising with technical teams. Analyzes support trends to identify product improvements, collaborates on requirements, testing, releases, roadmap discussions, and solution design, and creates user stories and documentation. The role evolves into product analysis through the use of SQL, AI tools, and data analysis to improve financial technology products and customer experience.

Prepares federal, state, and multistate tax returns for individuals, corporations, partnerships, trusts, and operating businesses. Conducts tax research, supports senior staff with client engagements, tracks engagement progress, collaborates across accounting teams, and develops foundational tax compliance and client communication skills through mentorship and training.

Provides help desk and operational support for firm-wide workstations, applications, market data, and trade execution platforms. Responsibilities include workstation installation and troubleshooting, software upgrades, system status checks, data center inspections, ticket workflow management, and rotating off-hours support. The analyst supports Microsoft desktop environments and financial services applications while occasionally covering the New York City office.

Provides high-level administrative support to the President/CEO, including calendar and email management, correspondence, travel planning, meeting agendas, expense reporting, presentations, confidential information handling, and executive communication. Coordinates with internal departments, executive assistants, community partners, and stakeholders while exercising discretion and judgment. Provides occasional reception coverage and supports organizational events and other executive administrative needs.

Manage 4–6 SEO accounts, develop and execute organic search strategies, lead client relationships and reporting, analyze performance data, optimize content systems, and test emerging AI and LLM search strategies. The role requires translating SEO insights into measurable business outcomes, collaborating cross-functionally, and managing tactical roadmaps and deliverables in a fully remote performance marketing agency.

The Senior Account Manager will grow commercial HVAC sales across Chicagoland by developing contractor and facility relationships, winning new construction projects, expanding existing accounts, and managing upsell and cross-sell opportunities. Responsibilities include customer visits, networking, bid and negotiation processes, pipeline and quota management, change orders, Salesforce reporting, and coordinating project handoffs. The role requires extensive HVAC or mechanical contracting sales experience, union-market knowledge, construction estimating skills, and an established local network.

Own full-cycle technical recruiting for infrastructure, systems, networking, and site reliability roles. Partner with engineering leaders on role scoping, sourcing strategies, interview design, talent calibration, candidate assessment, and closing. Build proactive outreach campaigns for specialized infrastructure talent, manage candidate experience, track recruiting metrics, and develop scalable recruiting processes and playbooks.

Build and maintain Power BI dashboards, reports, semantic models, and executive scorecards using Microsoft Fabric, SQL, DAX, and Azure data services. Design lakehouses, data pipelines, ELT processes, and governed BI assets connecting ERP, MES, OT, and WMS data. Troubleshoot performance and data quality issues, support governance and lineage documentation, gather requirements, conduct testing and demos, and provide technical guidance to other BI analysts.

Reviews and approves invoices and expense reports, processes check requests, researches invoices, obtains vendor W-9 forms, and assists with 1099 tax filings. The specialist also supports accounting mail, special projects, and month- or year-end close activities while maintaining confidentiality and meeting deadlines in a collaborative law firm environment.

Manage full-cycle sales for small-business financing, from initial borrower contact through loan closing. Responsibilities include contacting merchants, assessing financing needs, analyzing business plans and financial data, explaining capital options, calculating ROI, negotiating funding terms, and making 60–100 daily calls to convert warm leads into clients.