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πŸ“ United States

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)
  • Must have (or be willing to obtain) internet connection that meets Intuit Security criteria
  • Must be available to work a minimum of 20 hours per week, spread across three or more days
  • Help customers complete their taxes using Intuit TurboTax products
  • Provide tax advice, full service return preparation, tax calculations, and managing product/software inquiries
  • Maintain sensitive customer, confidential and/or proprietary business information
  • Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
  • Interact with customers and team members in a professional manner

Communication SkillsMicrosoft ExcelCustomer serviceAccountingExcellent communication skillsReportingActive listeningBudgetingFinancial analysisBookkeeping

Posted about 10 hours ago
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πŸ”₯ Strategy Manager
Posted about 10 hours ago

πŸ“ United States, Hong Kong, United Kingdom

πŸ’Έ 145800.0 - 204100.0 USD per year

🏒 Company: OntraπŸ‘₯ 101-250πŸ’° $200,000,000 Series B over 3 years agoLegal TechDocument ManagementInformation TechnologyLegalSoftware

  • 4+ years of experience in management consulting, investment banking, private equity, corporate strategy, or a related analytical field.
  • Demonstrated ability to build financial models, analyze and synthesize complex data, and develop insights that inform strategic recommendations. Proficiency in Office Suite (Excel + PowerPoint) or G-Suite (Sheets + Slides) is essential.
  • Excellent written, oral, and presentation skills, with the ability to synthesize and articulate complex data clearly and persuasively for executive and cross-functional audiences.
  • A strong work ethic, a results-driven approach, and a commitment to delivering high-quality work
  • A quick learner with strong business instincts, comfortable working in a fast-paced, dynamic environment, and adaptable to changing priorities.
  • Ability to work effectively in a team environment and build strong working relationships with colleagues and stakeholders.
  • Conduct in-depth market research, competitive analysis, and financial modeling to identify growth opportunities, assess risks, and develop data-driven strategic recommendations.
  • Lead strategic initiatives by owning key workstreams and driving execution in collaboration with cross-functional partners.
  • Prepare and deliver clear and concise presentations and reports summarizing key findings, insights, and recommendations for executive and cross-functional audiences.
  • Proactively analyze business challenges, identify and validate innovative opportunities for growth and improvement that drive strategic recommendations.
  • Independently manage strategic projects, working effectively with cross-functional teams and stakeholders to achieve project objectives, while proactively identifying roadblocks and proposing solutions to leadership.

Project ManagementData AnalysisBusiness OperationsStrategic ManagementCommunication SkillsMicrosoft ExcelPresentation skillsMarket ResearchFinancial analysisPowerPoint

Posted about 10 hours ago
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πŸ“ United States

πŸ’Έ 83280.0 - 99000.0 USD per year

πŸ” Health Insurance

🏒 Company: external

  • Bachelor's degree in business, economics, finance, data analytics, or a related field.
  • Minimum of 3+ years' experience in competitive intelligence, market intelligence, strategy, research, or a related field.
  • Strong data synthesis, visualization, and insights development skills using Microsoft Office, Visio, Tableau, and Power BI.
  • Strong analytical and problem-solving skills, able to synthesize data into actionable insights.
  • Clearly articulates insights and recommendations, both verbally and in writing. Tailor messaging to different audiences, including executives and cross-functional teams.
  • High attention to detail and organizational skills, ability to manage multiple projects simultaneously. Ensures accuracy in data analysis, reports, and competitive profiles.
  • A natural curiosity for answering questions, solving problems, and navigating unclear or evolving research needs.
  • Commitment to customer service in effectively managing research requests from teams and stakeholders at all levels within the organization.
  • Familiarity with CMS datasets, regulatory filings, benefit design, formularies, and provider network structures.
  • Ability to work independently to complete CI deliverables while also collaborating effectively as a team member of cross-functional teams.
  • Strict adherence to organizational and industry standards for confidentiality and ethical conduct in all competitive intelligence gatherings.
  • Serve as the internal subject matter expert for a defined portfolio of health insurance competitors, markets, and special topics.
  • Track and analyze competitor plan designs, pricing strategies, enrollment trends, market entries and exits, partnerships, marketing collateral, and other strategic actions.
  • Support the execution of recurring competitive intelligence deliverables, including upkeep of the CI Research Repository, weekly CI newsletter development, distribution of industry trend reports, and quarterly updates to competitor battlecards and profiles.
  • Monitor a broad range of ongoing healthcare industry developments, including provider network activity, competitor updates on industry-relevant AI use cases, emerging care delivery models, regulatory shifts, pharmacy trends, point solutions, and other potentially disruptive forces.
  • Perform in-depth research using a blend of public data sources (e.g., CMS public use files, state SERFF filings, Medicare Plan Finder, etc.), third-party intelligence platforms (e.g., Mark Farrah, Competiscan, etc.), and internal performance data.
  • Analysis of large datasets, uncovering trends and actionable insights through meticulous attention to detail.
  • Develop accurate, visually polished slide decks and reports that distill complex insights into digestible, stakeholder-friendly formats.
  • Fulfill ad hoc research requests of Sales, Marketing, Government Programs, Product teams, and others during bid planning and product strategy development.
  • Participate in strategic analysis and decision-making models, such as VRIO, PrOACT, PESTLE, etc.
  • Support the work of the Business Intelligence team in advancement of enterprise strategy goals.
  • Collaborate with the Strategic Intelligence team to identify market threats, opportunities, and differentiators.
  • Provide and maintain competitor data to inform the development of enterprise dashboards and strategic initiatives.
  • Together with the Business Intelligence and Strategic Intelligence teams, provide regular updates to internal stakeholders, such as divisional strategists, Strategy Council, and Steering Committee.

SQLBusiness IntelligenceData AnalysisData MiningTableauStrategic ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelCI/CDProblem SolvingCustomer serviceMicrosoft OfficeRESTful APIsAttention to detailOrganizational skillsPresentation skillsWritten communicationReportingMarket ResearchData visualizationStrategic thinkingResearch skillsData modelingData analytics

Posted about 10 hours ago
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πŸ“ United States of America

🏒 Company: Gordon_Brothers_Careers

  • Bachelor of Business Administration or Bachelor of Science in a related field or equivalent experience with a concentration in business, finance, accounting or economics.
  • At least five years of experience is preferred.
  • Prior experience in a retail, manufacturing, distribution, and audit, financial, lending, or consulting environment is preferred.
  • Demonstrated advanced proficiency with computer applications in a Microsoft Windows-based environment.
  • Proficiency with MS Excel and Word is required.
  • A working knowledge of MS PowerPoint is preferred.
  • Excellent verbal and written communication skills are required.
  • A high degree of integrity and business acumen is required.
  • Demonstrated analytical, presentation, and project management skills are desired.
  • Use of problem-solving capabilities to look in-depth at information pertaining to a job is required.
  • Comprehensive understanding of financial statements is essential, including allocation of overhead expenses.
  • In addition, in-depth understanding of inventory and other asset accounting methodologies is preferred.
  • Ability and willingness to thrive in a fast-paced entrepreneurial environment handling multiple projects is essential.
  • Provide full support for on-going and new valuations, which includes due diligence, analysis, and data collection ensuring the accuracy of supplied information.
  • Handle multiple projects from start to finish, independently, and with the support of a team, in a friendly learning environment.
  • Conduct back-up exhibit calls with companies to ensure Gordon Brothers has not miss-interpreted any information that was provided.
  • Analyze key performance metrics and prepare values along with rationale for sign-off.
  • Communicate directly with bank clients and appraised companies to understand company-provided information and its business and operational challenges.
  • Ensure the production of the highest quality product, while exceeding client expectations with respect to professionalism and expediency.
  • Perform research in retail, consumer products, industrial and/or other market sectors; proactively communicate to management important events and/or possible business leads that may impact or generate deals for other Gordon Brothers Group divisions.
  • Provide final appraisal report of quantitative and qualitative findings to client.
  • Conduct solo job inspections and/or client meetings as needed.
  • Provide additional analysis support as requested by management.
  • Maintain Gordon Brothers’ Appraisal Application database to ensure accurate and timely contact, company, and job information.
  • Uphold Gordon Brothers’ Core Values and contribute to the achievement of the objectives of the strategic plan.

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelProblem SolvingAccountingWritten communicationMS OfficeResearchReportingData visualizationFinancial analysis

Posted about 10 hours ago
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πŸ”₯ Manager of FP&A
Posted about 11 hours ago

πŸ“ Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nebraska, New Jersey, New York, Ohio, Oregon, Pennsylvania, Virginia, Washington

πŸ’Έ 116000.0 - 170000.0 USD per year

🏒 Company: StyleSeatπŸ‘₯ 51-100πŸ’° Series C over 4 years agoPersonal HealthBeautySocial Media

  • 4–6 years of experience in financial planning and analysis, with proven experience in SaaS or tech environments preferred.
  • Strong knowledge of budgeting, forecasting, cash flow analysis, and variance reporting.
  • Expert-level Excel and Google Sheets modeling skills.
  • Highly analytical mindset with excellent attention to detail and the ability to synthesize large data sets into clear narratives.
  • Experience managing cross-functional relationships and supporting budget owners across departments.
  • Lead the companywide budgeting and forecasting processes in collaboration with cross-functional leaders.
  • Maintain and improve financial models that support operating budgets, cash flow forecasting, and business planning.
  • Prepare detailed monthly, quarterly, and annual reporting packages including variance analysis and actionable insights for department heads.
  • Monitor business performance by tracking key metrics and trends and creating dashboards and tools for visibility and accountability
  • Develop and automate scalable reporting processes and tools to drive efficiency and transparency.
  • Support monthly close processes in partnership with the Accounting team to ensure accuracy and timeliness.
  • Assist with implementing and optimizing FP&A tools, templates, and processes.
  • Maintain financial data integrity and ensure compliance with internal policies and controls.
  • Drive process improvements across financial operations to improve quality, reduce cycle times, and enhance decision-making support.
  • Serve as a trusted partner to department leaders, providing financial guidance and helping them stay aligned with budgets and targets and to understand financial impacts.
  • Collaborate with People Ops on compensation planning, headcount reporting, and budget tracking.

Data AnalysisFinancial ManagementMicrosoft ExcelAccountingReportingBudgetingCross-functional collaborationData visualizationFinancial analysisSaaSBudget management

Posted about 11 hours ago
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πŸ“ United States

  • 2+ years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
  • Possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN).
  • Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.
  • Must be available to work a minimum of 20 hours per week, spread across three or more days.
  • Help customers complete their taxes using Intuit TurboTax products.
  • Provide tax advice.
  • Provide full service return preparation and tax calculations.
  • Manage product/software inquiries.
  • Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
  • Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
  • Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values, including β€œintegrity without compromise”.

Communication SkillsMicrosoft ExcelCustomer serviceAccountingCustomer support

Posted about 12 hours ago
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πŸ”₯ Revenue Specialist II ROPS
Posted about 12 hours ago

πŸ“ United States of America

πŸ’Έ 39520.0 - 58240.0 USD per year

🏒 Company: dkc_external

  • Revenue Cycle Management, credits/refunds experience required
  • Intermediate computer proficiency in Microsoft Office including: Word, Excel, and Outlook
  • Demonstrated history of resolving challenging issues
  • Identify trends and perform root cause analysis on overpaid claims
  • Research and resolve system overpayment with appropriate insurance payor
  • Develop and maintain positive working relationships with clinical personnel, teammates, and insurance representatives

Communication SkillsAnalytical SkillsMicrosoft ExcelProblem SolvingCustomer serviceMS OfficeResearchRelationship management

Posted about 12 hours ago
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πŸ“ United States

🧭 Full-Time

πŸ’Έ 114100.0 - 211900.0 USD per year

πŸ” Pharmaceuticals

  • 2+ years’ experience in specialty pharmaceuticals, biotech, or a sales role of similar complexity within the last 5 years.
  • Demonstrates a strong ability to collaborate and work effectively across various functions in a matrix environment, communicates clinical product details proficiently, maintains a proven history of consistent high performance, and excels at navigating and successfully selling to large accounts and key customer segments.
  • Proactive individuals with strong analytical skills to identify, prioritize, and use relevant data to solve problems and satisfy key customers, while showcasing ethical leadership and promoting a culture of compliance with company policies and laws.
  • Pinpoint mutual priorities and utilize insights and strategies across the entire account to formulate a strategic territory business plan that aims to enhance product demand by addressing the requirements of key partners and their patients, ultimately achieving exceptional outcomes.
  • Encourage clinical discussions that motivate the customer to advocate for their patients and involve the entire account team to identify any barriers, offering suitable solutions to meet the customer's needs.
  • Utilize expertise and understanding of the market, relevant competitors, industry trends, and cross-functional strategies to foresee and effectively manage business opportunities and challenges.

Communication SkillsAnalytical SkillsMicrosoft ExcelProblem SolvingComplianceRelationship buildingAccount ManagementTeamworkNegotiation skillsSales experienceMarket ResearchStrategic thinkingCustomer Success

Posted about 12 hours ago
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πŸ“ United States

  • A minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN).
  • Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.
  • Must be available to work a minimum of 20 hours per week, spread across three or more days.
  • Help our customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner.
  • Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
  • You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
  • Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values (here), including β€œintegrity without compromise.”

Microsoft ExcelCustomer serviceAccounting

Posted about 13 hours ago
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πŸ“ United States

  • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
  • Possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).
  • Help our customers complete their taxes using Intuit TurboTax products.
  • Providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries.
  • Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
  • Use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.

Communication SkillsMicrosoft ExcelCustomer serviceAccountingExcellent communication skillsActive listening

Posted about 13 hours ago
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