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The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and aud...

Collaborate on regulatory filings and assist in preparing materials for the BDC's Board of Directors and Audit Committee * Support investment process compliance requirements, including AML/KYC for ...

... clients • Audit tax form generation to ensure all forms for all clients have been completed • Proactively provide project updates to Tax Manager as required to ensure the success of tax ...

This role requires frequent travel to audit warehouse operation teams, ensuring compliance with Standard Operating Procedures (SOPs), and providing actionable insights to improve operational ...

The VP of Grant Compliance will lead the Fiscal team's preparation and support of the Single Audit, gathering necessary documentation, responding to auditor inquiries, and facilitating timely ...

Conduct internal audits, review and analyze payroll and benefits data to ensure compliance with union contracts, federal and state laws. * Identify and evaluate risks, create reports and highlight ...

Coordinate with audit staff, including external audit, Corporate Audit Services, SOX, as well as DNB and ECB activities * Educate and mentor colleagues ranging from junior account managers to senior ...

Review audit requests received from partners, associates, and clients * Liaise with Record Center, General Counsel, Accounting, and legal staff to draft replies to audit requests received * Finalize ...

Experience with a Big 4 audit firm, auditing Private Equity and Hedge Fund vehicles is a plus. * CPA or Chartered Accountant certification is a plus * Experience with Investran is a plus What You ...

Experience with a big 4 audit firm, auditing Private Equity and Hedge Fund vehicles is a plus. * CPA or Chartered Accountant certification a plus. * Strong quantitative and analytical skills

Audit benefit vendor invoices quarterly for accuracy and process for payment on a monthly basis. * Assist with 401(k) plan compliance including review of plan activity, statements, testing, annual ...

Deep Dive Audit and Assessment of Advertising: Use best practices across platforms like Google Ads, Meta Ads, TikTok Ads, and Yelp Ads. * Leverage Hyper-Local Advertising: Identify and implement ...

Interact with internal audit and regulators regarding technology controls * Analyse metrics, help identify areas of improvement and collaborate on the enhancement efforts * Track and report on the ...

... audits and preparation of proposals · Provide administrative support for team Qualifications: This is a fast-past entry-level account position. This person will be thoughtful, proactive, organized ...

Maintain and audit payroll information through collecting, calculating, entering, and uploading data * Update payroll records, entering changes in exemptions, deductions, employment status, and ...

Create, maintain, validate, audit and analyze sales, financial and operational reports for Information & Insights, Finance, Operations and Executive Teams * Work on larger team projects utilizing ...

... external audit materials. · Understand and implement processes prescribed by various insurance regulators. · Field licensing inquiries related to business entities and individuals. · Gather ...

Maintain and audit internal legal databases, ensuring accuracy and organization. * Support ad hoc projects, including responding to internal audit requests and preparing materials for banking and ...

Design and participate in quality improvement activities, including Medical Record Peer Review, performance and procedure audits, outcome audits, and focused reviews * Coordinate tests, referrals ...

Audit compliance: Ensuring that maintenance processes and activities meet specified standards, regulations, and best practices. This may involve reviewing maintenance records, procedures, and ...

Driving projects related to accreditation survey and audit preparation. * Analyzing data and making recommendations for improvement to the credentialing programs. * Analyzing quality of care ...

Oversee the company's supplier code of conduct and related human rights policies and programming, including the company's supply chain compliance audit and assessment program * Manage and enhance the ...

Record, track, and audit all company equipment. * Manage routine maintenance of the facility and office equipment. * Help to build and implement efficient routines and procedures to maintain office ...

... Audit), and Medicare RADV (Risk Adjustment Data Validation). HCC Risk Adjustment Coders are required to maintain minimum 95% accuracy on coding quality audits. Responsibilities: • Compile chart ...