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Edtech • Fintech • Healthtech • Professional Services • Software • Analytics • Consulting
Implements and configures StrataJazz financial planning and performance management solutions for healthcare customers. Responsibilities include requirements gathering, financial modeling, reporting, workflow development, testing, customer training, project risk communication, and advising on finance and capital planning best practices. The role requires ERP finance experience, advanced Excel and SQL skills, healthcare finance or consulting expertise, and travel to customer locations.
Top Skills:
ErpLawson/InforExcelOraclePeoplesoftRelational DatabasesSAPSQLStratajazz
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Real Estate
Own accounting integrity for multifamily housing workflows and resident ledgers. Advise on rent, deposits, subsidies, delinquencies, utilities, move-ins and month-end close; translate accounting scenarios into product requirements and acceptance tests; validate calculations, terminology, and charge/credit logic; lead UAT with client accountants; and establish standards and playbooks. The role requires deep multifamily accounting expertise, strong US GAAP knowledge, and close collaboration with client teams.
Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
Manages contact center supervisors and representatives across multiple shifts, driving customer service quality, productivity, P&L performance, regulatory compliance, and departmental objectives. Oversees performance evaluations, improvement plans, disciplinary actions, hiring, talent assessment, and terminations. Uses management reports and data-driven insights to improve operational efficiency while developing employee career paths and coaching leaders.
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Supports compensation, benefits, equity, payroll, HRIS, and total rewards programs. Responsibilities include compensation cycles, market pricing, job leveling, benefits administration, payroll reconciliation, compliance reporting, pay equity analysis, employee communications, and process improvement. The role partners with HR, Finance, Payroll, Talent Acquisition, and external vendors while maintaining accurate and compliant rewards data.
Top Skills:
Ai ToolsBusiness Intelligence ToolsGoogle SheetsHrisExcelPayroll SystemsRippling
Cloud • Insurance • Professional Services • Analytics • Cybersecurity
Finance and Accounting Intern supporting project accounting, financial planning, monthly close, reconciliations, budgeting, forecasting, variance analysis, pricing, contracts administration, reporting, and basic financial modeling. The role rotates through Chief Financial Office departments and develops practical corporate finance and analytical skills under supervision.
Top Skills:
CognosCostpointExcelMS OfficeMicrosoft PowerpointMicrosoft Word
Fintech • News + Entertainment • Software • Database • Financial Services
Report on CLO formation, private credit, direct lending, leveraged finance, and related market trends. Build relationships with asset managers, arrangers, investors, and other debt-market sources to develop exclusive insights and scoops. Collaborate with financial and legal analysts and newsroom colleagues while producing clear, concise reporting under deadline pressure.
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Cloud • Fintech • Information Technology • Machine Learning • Software
Build and expand commercial relationships with regional accounting and bookkeeping partners. Use Salesforce to prospect, manage pipelines, track engagement, and identify client portfolios for migration to Xero. Deliver consultative presentations, workshops, webinars, and partner events while collaborating with national account owners and specialists. The role requires SaaS sales experience, relationship-building with professional services or accounting practices, strong communication skills, CRM discipline, and regular travel throughout Texas.
Top Skills:
Cloud TechnologySaaSSalesforce CRMXero
Logistics • Sales • Software • 3PL: Third Party Logistics
Manage delivery-to-cash for assigned accounts: serve as primary customer liaison, ensure accurate invoicing, collect past-due payments, resolve billing discrepancies, monitor AR aging, support sales/BizDev, reconcile revenue and cash, develop SOPs, and drive process improvements to maintain cash flow and customer satisfaction.
Top Skills:
ExcelMS OfficeOracle NetsuitePivottablesVlookup
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develops, updates, presents, and executes personal financial plans for wealth management clients and prospects. Partners with Wealth Advisors to support annual reviews, uncover client needs, expand relationships, win new assets, and achieve sales objectives. Ensures planning quality standards while applying expertise in discovery, goal setting, gap and scenario analysis, recommendations, monitoring, and financial plan delivery. The role requires financial planning licenses, CFP or ChFC designation, strong communication, and experience serving high-net-worth clients or business owners.
Top Skills:
Morningstar Advisor WorkstationSalesforce
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Creates personal financial plans and product or service proposals for clients and prospects. Supports Wealth Advisors by analyzing client discovery data, identifying planning opportunities, and helping deliver scalable financial planning solutions. The role requires learning financial planning software, understanding basic investment, insurance, and account concepts, and collaborating effectively while testing and improving processes.
Top Skills:
Financial Planning Software
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Creates personal financial plans and product or service proposals to support Wealth Advisors, improve client outcomes, and win new assets. Reviews client discovery data, assesses financial planning needs, identifies opportunities, and learns financial planning software platforms. Requires teamwork, time management, adaptability, and knowledge of basic financial services, insurance, investment, and account concepts.
Top Skills:
Financial Planning Software
Enterprise Web • Fintech • Payments • Software • Financial Services
Build and maintain backend platform systems that connect digital banking software with core banking systems. Develop reliable, performant APIs and support account and transaction data integrity, real-time transaction alerts, transfers, and payment settlement workflows. The role requires collaboration on complex financial integrations and may involve Python, Django, infrastructure automation, and Linux administration.
Top Skills:
AnsibleDjangoDjango Rest FrameworkLinuxPythonTerraform
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