Top Tech Jobs & Startup Jobs

Maintains accurate financial records and ensures compliance with GAAP and internal policies. Responsibilities include preparing financial statements and tax returns, reconciling accounts and ledgers, processing journal entries, completing bank settlements, analyzing financial reports, supporting budgeting and forecasting, identifying cost savings, and assisting with audits.

Support daily and monthly accounting operations including invoicing and collections, prepare journal entries, reconciliations, and supporting schedules for month-end close, back up critical accounting processes, identify process improvements, and assist with budgeting, forecasting, and financial analysis.

Leads the enterprise travel and expense program for more than 1,000 travelers and a $30M+ budget. Responsibilities include migrating Neo to Concur, managing the TMC relationship, evaluating the corporate card program, negotiating airline and hotel partnerships, overseeing expense policies and compliance, optimizing spend, analyzing program performance, coordinating event travel, and driving employee communications and adoption.

Lead new business operations for life and annuity case submissions, manage Team Leads and Case Managers, enforce KPIs/SLAs, oversee queues and turnaround times, provide onboarding/training and escalation support, partner cross-functionally, drive process and system improvements, and report operational performance to leadership.

Senior executive responsible for setting company strategy, driving operational excellence, overseeing financial performance and EBIT targets, strengthening client and stakeholder relationships, ensuring Medicare and healthcare compliance, building organizational culture, and leading growth initiatives and market expansion.

Provide client and agent support during enrollment by responding to inquiries, guiding enrollment steps, entering and verifying data, tracking activity, escalating complex issues, and supporting process improvements and documentation.

Process and support money movement and operational requests (distributions, wires, ACH, transfers, trade orders), liaise with advisors, clients, and custodians, resolve operational issues, and collaborate on process improvements to ensure timely, accurate service.

Provide front-desk and administrative support including answering calls, scheduling appointments and meetings, maintaining client records, processing contracts and licensing documents, assisting agents with submissions and onboarding, mailing marketing materials, and ensuring timely, accurate document turnaround and customer service.

Provides administrative support to C-suite leaders, managing calendars, greeting visitors, handling calls, data entry, preparing documents and meeting materials, ordering supplies, maintaining records, and supporting daily office operations while protecting confidentiality.

Build and maintain advisor relationships through onboarding and ongoing engagement. Track contacts in a database, coordinate calls/webinars and travel, assist onsite events, and provide administrative support to sales executives while learning company products and competitive landscape.