Lead the team responsible for the accurate and timely execution of end to end billing activities for eMoney Advisor customers, encompassing contract administration, invoicing, customer inquiries, and collections management. Manage the Zuora billing system as an administrator, overseeing technology upgrades, updates, and implementations. Evaluate operational procedures and

The Banker is an entry level customer facing role and assists customers with their banking needs and processes all transactions accurately and in a timely manner. Uses exceptional customer service and communication skills to resolve issues for internal and external customers in accordance with bank and department service standards and required regulations. Upholds the org

include Prepare and lead SOC 1 testing of firmwide controls by liaising with external auditors and internal departments across the firm Execute the Vendor Risk Management program including onboarding, assessments, due diligence meetings, issue identification and action plans. Adapt and develop programs as needed based on internal requirements and applicable regulation Assi

The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior rol

Develop relationships with clients and other stakeholders Participates in the development of and support the client's strategic plans Monitor the financial performance of clients Compile and analyze financial reporting packages Prepare monthly and annual operating budgets Develop and manage financial controls in accordance with the company's procedures Communicate financi

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

YOU are someone who enjoys being hands on while being able to delegate to others. You enjoy problem solving and coming up with solutions for your customers and your team. You are a strong communicator and enjoy working with people, not just paper. You have strong leadership skills and are decisive. ARE you someone who can analyze reports and make sound business decisions

The Banker is an entry level customer facing role and assists customers with their banking needs and processes all transactions accurately and in a timely manner. Uses exceptional customer service and communication skills to resolve issues for internal and external customers in accordance with bank and department service standards and required regulations. Upholds the org

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i

Develop relationships with clients and other stakeholders Participates in the development of and support the client's strategic plans Monitor the financial performance of clients Compile and analyze financial reporting packages Prepare monthly and annual operating budgets Develop and manage financial controls in accordance with the company's procedures Communicate financi

This position is responsible for the development, enhancement and implementation of successful property and casualty risk and insurance programs for EMCOR and its 80+ operating companies worldwide. This includes the attainment of optimal risk management and cost outcomes, through claims management and oversight strategies. Additionally, this position is accountable for th

In the absence of the Manager, oversees the daily operations of the Banking Center. Directly supervises Banking Center Specialists and Banking Center Senior Specialists, providing training, coaching, professional development and performance management. Demonstrates advanced knowledge and proficiency in providing exceptional customer service with emphasis on relationship d

Director, Claims Reporting Job Locations US CT Southington | US GA Alpharetta Requisition ID 2024 16671 Category Finance Position Type Regular Full Time Overview AmTrust North America Claims is looking for an experienced data and reporting thought partner and motivated self starter to lead a team of local and remote resources to deliver on several high impact and high vis

The Banker is an entry level customer facing role and assists customers with their banking needs and processes all transactions accurately and in a timely manner. Uses exceptional customer service and communication skills to resolve issues for internal and external customers in accordance with bank and department service standards and required regulations. Upholds the org

To increase market share and banking center profitability through business development and community engagement activities while managing the sales and service delivery, operational excellence, and staff of a full service banking center. Essential Duties and Responsibilities include the following. Other duties may be assigned Responsible for business development, sales ma