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Fintech • Consulting
Leads finance transformation and performance improvement consulting engagements focused on business processes, enabling technology, enterprise operating models, finance, and operations. Advises clients on strategic problems, independently runs smaller projects, supports concurrent engagements, develops thought leadership, contributes to team development, and partners with executives on business development and practice growth.
Top Skills:
Cpm TechnologiesData Visualization And Analysis SolutionsErp SystemsFinance Governance ToolsSupply Chain Management Applications
Legal Tech • Software
Lead end-to-end product design for AI-powered legal data intelligence workflows, including discovery, case strategy, transcript analysis, document review, and knowledge management. Partner with product, engineering, research, and applied science teams; create prototypes and design specifications; evolve the RUI design system; and build accessible, production-ready front-end code using AI-assisted development. Engage customers and stakeholders through demos, research sessions, and occasional travel.
Top Skills:
Ci/CdClaudeClaude CodeCursorGitRui Design SystemSection 508Wcag
Events
Leads opportunity intake, qualification, evaluation, prioritization, and governance for sales pursuits. Partners across growth, marketing, design, operations, finance, and executive leadership to align resources, improve pipeline visibility, strengthen forecasting, and increase conversion rates. Establishes scoring, go/no-go, reporting, workflow, and continuous improvement processes while managing team development and accountability. Requires occasional travel to customer meetings, trade shows, and company events.
Top Skills:
Crm PlatformsReporting Tools
Fintech • Payments • Financial Services
The Deposit Quality Assurance Associate monitors deposit operations for accuracy, compliance, and regulatory risk. Responsibilities include sampling workflows, testing controls, maintaining policies, supporting audits and examinations, analyzing trends and root causes, assisting with new product testing, and reporting process improvements to management. The role requires knowledge of banking regulations and BSA, AML, CIP, and OFAC requirements, along with strong attention to detail and organizational skills.
Energy • Renewable Energy
Supports the CEO and executive leadership team through complex calendar management, travel coordination, expense processing, meeting and board administration, confidential communications, and priority management. Oversees San Jose office operations, vendors, facilities, onboarding logistics, employee events, and engagement initiatives. Acts as a trusted strategic partner who anticipates executive needs, resolves issues independently, maintains governance records, and supports organizational effectiveness and culture.
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Transportation • Appliances
Owns the full accounts receivable lifecycle for complex OEM and Tier 1 automotive accounts, including collections, cash application, reconciliations, deductions, reserves, and month-end close. Serves as the ERP and supplier-portal subject matter expert, leads order-to-cash process improvements, supports EDI and system implementations, resolves root causes with cross-functional teams, and mentors junior analysts.
Top Skills:
AlteryxEdiEpicor Cms ErpFord Supplier PortalGm SupplypowerHonda Supplier SystemsExcelPower BIPower QueryPythonSQLStellantis EsupplierconnectTableauToyota Supplier Systems
Healthtech • Software • Analytics • Consulting
Administer employee benefits, leave of absence programs, accommodations, and workers’ compensation across a multi-state healthcare organization. Manage cases, documentation, compliance, employee communications, carrier and vendor coordination, audits, reporting, and return-to-work processes. Partner with Payroll, HRIS, Legal, Risk, managers, and employees to resolve issues and improve workflows while maintaining confidentiality and regulatory compliance.
Top Skills:
Adp Workforce NowChatgptClaudeHcmHrisExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Other
Directs CASE’s career pathway programs, including internships and mid-career entry routes, while aligning programs with competency and career frameworks. Oversees recruitment, partnerships, participant progression, alumni engagement, budgets, revenue, and program outcomes. Builds connections to CASE membership and education offerings, supervises one employee, presents at professional events, and travels to conferences and site visits.
Healthtech
Manages sales accounts for dental merchandise, small equipment, and services. Responsibilities include prospecting, growing existing and new client relationships, driving the full sales cycle, closing equipment sales, meeting revenue and margin goals, and coordinating with equipment specialists, service technicians, and manufacturer partners. This outside sales role requires frequent territory travel, strong client service, and knowledge of dental products.
Insurance • Financial Services
Leads Aviva Specialty’s underwriting quality assurance, audit, governance, and risk oversight program. Designs audit methodologies, file reviews, scorecards, controls, dashboards, and reporting; identifies systemic risks and control gaps; drives remediation and continuous improvement; supports regulatory compliance and audits; and advises executive leadership. Partners cross-functionally with underwriting, claims, actuarial, compliance, risk, finance, and operations while developing training and strengthening underwriting consistency, profitability, and portfolio quality.
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