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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Support planning, execution, and monitoring of marketing and sales initiatives; manage D365 workflows, dashboards, and reports; document policies and processes; perform business process analysis and continuous improvement; monitor metrics and escalate blockers; collaborate with Growth Intelligence to leverage Workday data for reporting and drive user adoption.
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CRMDynamics 365ExcelSQLWorkday
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Specialist II provides technology support to clients, ensuring high customer satisfaction while resolving hardware and software issues of low to moderate complexity.
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Microsoft 365MS OfficeWindows Operating System
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Oversee client teams in the healthcare sector, manage financial reporting, provide consulting services, and lead staff development.
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Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage outsourced accounting for construction industry clients, ensure quality of financial reports, assist with budgeting and forecasting, and lead accounting teams.
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Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage outsourced accounting services for construction clients, including financial reporting, budgeting, and leading a team of accountants.
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Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage client engagements in credit risk management, lead teams, review commercial loans, ensure regulatory compliance, and develop client relationships.
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AdobeCasewareDicom CqsExcelMicrosoft OutlookWord
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Oversee financial reporting for clients in construction, manage teams, prepare budgets, and analyze financial data. Ensure quality and improve operational efficiencies.
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Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The role involves providing administrative support to the Risk Advisory Services team, ensuring quality work and meeting deadlines while coordinating training and other initiatives.
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ExcelMicrosoft OutlookMicrosoft TeamsMicrosoft Word
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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead client advisory services for healthcare clients, providing CFO-level insights, managing teams, and improving financial strategies. Mentor staff and promote operational excellence.
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Bill.ComIntaactNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage accounting advisory services for skilled nursing clients, provide financial insights, support budgeting and forecasting, mentor teams, and ensure high-quality reporting.
Top Skills:
Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
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