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One Month AgoSaved
In-Office
8 Locations
90K-122K Annually
Senior level
90K-122K Annually
Senior level
Fintech • Software • Financial Services
Serves as a finance business partner for specialty departments, leading budgeting, forecasting, long-range planning, monthly reporting, variance analysis, headcount planning, and expense management. Develops financial models, business cases, dashboards, and executive insights; tracks cost-reduction initiatives; and improves reporting automation and planning processes. Partners with senior business leaders to support financial accountability and decision-making.
Top Skills: ExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft WordOffice ConnectWorkday Erp
Reposted One Month AgoSaved
In-Office
10 Locations
110K-130K Annually
Senior level
110K-130K Annually
Senior level
Fintech • Software • Financial Services
Serve as primary contact for employee benefits clients, develop coverage strategies, manage renewals and enrollments, ensure compliance (ACA, ERISA, HIPAA, COBRA), negotiate with carriers, oversee implementations, mentor junior staff, and use agency tools to deliver strategic benefits advice and client service.
Top Skills: Applied EpicEaseEmployee NavigatorMS OfficeSuvaun
2 Months AgoSaved
In-Office
Oklahoma City, OK, USA
Junior
Junior
Fintech • Software • Financial Services
Manage a portfolio of payroll clients: collect and enter payroll data, meet processing deadlines, assist with reports and issues, provide phone/email customer support, learn payroll software, and collaborate with internal teams to promote products and services.
Top Skills: Google SuitePayroll Software
2 Months AgoSaved
Hybrid
3 Locations
70K-120K Annually
Senior level
70K-120K Annually
Senior level
Fintech • Software • Financial Services
Manage and grow a portfolio of commercial transportation clients by delivering tailored insurance solutions, meeting sales targets, negotiating with carriers, preparing ACORD applications and proposals, handling binders and certificates, and providing ongoing client support and technical expertise.
Top Skills: AcordAgency Management SystemsApplied EpicMS Office
2 Months AgoSaved
In-Office
4 Locations
118K-180K Annually
Senior level
118K-180K Annually
Senior level
Fintech • Software • Financial Services
Lead end-to-end Workday Financials implementations and optimizations, managing scope, schedule, budgets, integrations, data migrations, testing, cutover, and hypercare. Partner with Finance, IT, and business stakeholders to embed controls, drive change management (communications, training), ensure adoption, and continuously improve financial systems.
Top Skills: ErpOracleSAPWorkdayWorkday Financials
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Reposted 2 Months AgoSaved
In-Office
Atlanta, GA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Manage client relationships, provide strategic benefits guidance, ensure compliance with health regulations, and lead renewal processes for benefits plans.
Top Skills: Data Analysis ToolsMS OfficePowerPoint
Reposted 2 Months AgoSaved
In-Office
City of Westlake, FL, USA
Junior
Junior
Fintech • Software • Financial Services
The Associate Client Advisor will drive business growth, develop client relationships, and leverage technology for sales effectiveness across multiple lines of business.
Top Skills: Ai ApplicationsAnalytics PlatformsCRM
Reposted 2 Months AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
The Client Advisor will focus on revenue growth and client acquisition by building relationships and utilizing data-driven insights and technology to deliver tailored solutions and achieve sales objectives.
Top Skills: Ai ApplicationsCRM
Reposted 2 Months AgoSaved
In-Office
Naperville, IL, USA
50K-150K Annually
Mid level
50K-150K Annually
Mid level
Fintech • Software • Financial Services
The Client Advisor delivers insurance and advisory strategies to clients, focusing on reducing dependency and boosting performance through consultative selling and client presentations.
Top Skills: MS Office
Reposted 2 Months AgoSaved
In-Office
16505, Erie, PA, USA
Junior
Junior
Fintech • Software • Financial Services
The Client Advisor at Acrisure will drive new business and deepen client relationships using data-driven insights and technology to maximize revenue.
Top Skills: Ai ApplicationsAnalytics PlatformsCRM
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