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Job DescriptionClinical Support • Carry out routine patient observations (blood pressure, pulse, temperature, height/weight/BMI) and record results accurately., • Prepare patients for examination, assist with minor procedures under supervision (e.g., wound dressings, removing sutures/clips, ECGs)., • Perform point-of-care tests/near-patient testing (e.g., urinalysis, blood glucose, cholesterol) where trained. National Association of Primary Care+1, • Undertake venepuncture and specimen collection for laboratory tests (once competent)., • Administer routine vaccinations/immunisations under authorised protocol (if trained and permitted)., • Provide health promotion and patient education (e.g., smoking cessation, weight management, chronic disease monitoring)., • Act as a chaperone when needed., • Ensure all clinical work adheres to infection-control, health & safety and Data Protection regulations. Administrative & Service Support • Update and maintain patient records and electronic health-care systems accurately., • Manage clinical stock and equipment: monitor levels, restock, perform routine safety checks. National Association of Primary Care, • Assist in audit, quality improvement projects and implementation of new protocols within the practice., • Work as part of the team to ensure effective patient flow, liaise with reception/administration regarding appointments, referrals, results., • Communicate with external services and agencies as required. Person Specification Essential • GCSEs (or equivalent) in English and Maths (or willingness to work towards)., • Previous experience in a primary care, GP or healthcare environment desirable., • Good communication and interpersonal skills; ability to engage with patients sensitively and empathetically., • Competent in using basic IT systems and electronic patient records., • Ability to work independently and as part of a multi-disciplinary team., • Good organisational skills and attention to detail. Desirable • Qualification/certificate in healthcare assistance, clinical skills or medical administration., • Training in phlebotomy, ECG, spirometry, wound care, vaccination administration., • Prior experience of health promotion/chronic disease support., • Understanding of safeguarding, confidentiality, equality & diversity in healthcare settings. Key Behaviours & Attributes • Professional, courteous, and patient-centred., • Reliable, punctual with a strong work ethic and positive attitude., • Flexible and willing to support the practice across different areas as required., • Resilient and able to adapt to changing clinical demands., • A continuous-improvement mindset: seeks to develop skills and contribute to practice improvement. Working Hours & Conditions • Typically, 37.5 hours per week (or pro-rata for part-time), Monday-Friday with occasional early/late clinics as required., • Based at the Midsuffolk practice site; some travel between sites may be required depending on demand., • Subject to enhanced DBS check and occupational health clearance., • Appraisal and development reviews annually; expectation to maintain CPD and relevant training updates. Benefits • Join a supportive, growing primary-care team with a focus on quality and patient experience., • Opportunities for professional development and training., • Annual leave, pension contribution in line with practice policy., • Staff discounts and other benefits (practice dependent).

Job Description The Senior Accountant plays a critical role in the continued growth and operational excellence of IntelliShift. Reporting to the Senior Director of Finance, this position is responsible for ensuring timely, accurate, and compliant financial reporting while driving efficiency and consistency in accounting operations. This individual will be hands-on in managing the month-end close, maintaining reconciliations, supporting audits, and ensuring the integrity of revenue and expense accounting. The role partners closely with both the FP&A function (led by the Senior Financial Analyst, FP&A) and the broader Finance and Operations teams to ensure seamless alignment between accounting results and forecast performance. Financial Reporting · Prepare monthly, quarterly, and annual financial statements in compliance with US GAAP. · Ensure the timely and accurate closing of accounting periods in Sage Intacct. · Reconcile key balance sheet accounts, including cash, accounts payable, accounts receivable, inventory, deferred revenue, and accrued expenses. · Perform variance analyses and assist FP&A in explaining differences between actual results and forecasts. · Support consolidation and intercompany accounting, including elimination entries and reconciliations. · Maintain documentation and schedules supporting audit readiness and management reporting. Audit and Compliance · Coordinate with external auditors for annual audits and interim reviews, ensuring all requests and schedules are completed accurately and on time. · Prepare audit schedules and supporting documentation for key accounts such as revenue, AR, AP, deferred revenue, and payroll accruals. · Assist in maintaining and improving internal controls over financial reporting, particularly around revenue recognition, capitalization, and expense management. Revenue Recognition (ASC 606) · Assist the Senior Director of Finance in ensuring accurate revenue recognition under ASC 606, including multi-element and subscription-based arrangements. · Maintain and reconcile deferred revenue balances monthly, ensuring alignment with billing and contract terms. · Collaborate with Sales, CX, and Billing to ensure proper item setup, price book maintenance, and compliance with deal desk guidelines. · Prepare supporting schedules for revenue reporting, including backlog, churn, and NRR. Cash Management, Accounts Payable, & Accounts Receivable · Own the accounts payable process, including vendor onboarding, invoice coding, approval workflows, and payment processing in Bill.com or similar systems. · Manage employee T&E reimbursements and ensure compliance with expense policies. · Support cash management and bank reconciliations, partnering with FP&A on cash forecasting. · Oversee accounts receivable and collections follow-up to improve cash flow and reduce DSO. · Assist with weekly cash flow reporting and variance analysis. Tax Compliance · Ensure compliance with multi-state tax requirements and nexus rules for sales and use taxes. · Manage state sales tax filings and reporting through Avalara or equivalent integrations. · Assist with income and franchise tax filings by coordinating with external tax advisors and preparing supporting schedules. · Maintain up-to-date knowledge of tax regulations relevant to the company’s multi-state footprint. Budgeting and Forecasting Support · Collaborate with the Senior Financial Analyst, FP&A to align actuals with forecasts and budgets. · Provide data integrity checks and reconciliations between the general ledger and forecast models. · Support the preparation of departmental expense analyses and variance explanations. · Participate in the annual budget process, ensuring accounting data feeds accurately into forecast assumptions. System Optimization and Process Improvements · Leverage Sage Intacct automation features and integrations (Salesforce, Genesis, Bill.com, Ramp, Versapay) to streamline data flows. · Proactively identify and implement process improvements to shorten the close timeline and increase data accuracy. · Assist in the rollout and documentation of new accounting workflows related to new products or pricing models. · Contribute to system testing, training, and adoption as part of continuous finance system optimization initiatives. Collaboration and Communication · Serve as a liaison between Accounting, FP&A, and Operations to ensure accurate and timely sharing of financial data. · Support financial reviews by providing clear documentation, reconciliations, and variance narratives. · Assist the Senior Director and VP of Finance in preparing materials for management, audit, and board reporting. Requirements · Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred. · 4+ years of progressive accounting experience, ideally within SaaS or technology industries. · Strong knowledge of US GAAP, ASC 606, and general ledger accounting principles. · Experience with Sage Intacct or similar ERP; comfort with integrated systems (Salesforce, Bill.com, Ramp, Avalara). · Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment. · Strong analytical, organizational, and communication skills; team-oriented mindset. · Demonstrated initiative in process improvement and automation. Benefits We offer competitive compensation, commensurate with experience; $85K-$90K base salary plus bonus. We also offer outstanding benefits to simplify the lives of our employees and show them how much we appreciate their contributions. IntelliShift provides company-subsidized medical, dental, and vision insurance for all FT employees, 401K with a 4% company contribution, and unlimited PTO

Job Description Title: Tax Manager Department: Corp Finance 375900 Revision Date: 10/22/2025 FLSA Status: Exempt Location: Melville, NY Level: P4 Range: $120K - $160K Company Overview Comtech Telecommunications Corp. is a leading global technology company providing terrestrial and wireless network solutions, next-generation 911 emergency services, satellite and space communications technologies, and cloud-native capabilities to commercial and government customers around the world. With multiple facilities located in technology corridors throughout the United States and around the world, Comtech leverages our global presence, technology leadership, and decades of experience to create the world’s most innovative communications solutions. For more information, please visit . We’re seeking curious, growth-minded thinkers with critical thinking skills to help shape our vision, structures, and systems; playing a key role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply. Purpose: The Tax Manager will be a key member of the tax team, responsible for the company's compliance and accounting for income taxes. The role requires a candidate who can leverage their public accounting background to manage the tax function, implement best practices, properly account for the provisions of ASC 740 and ensure timely compliance with filing direct and indirect tax returns. Responsibilities: • Preparation of the quarterly and annual ASC 740 income tax provision and supporting documentation. This includes:, • Calculating and documenting current and deferred taxes., • Assessing valuation allowances., • Analyzing and documenting uncertain tax positions (FIN 48)., • Drafting or reviewing tax-related footnote disclosures for financial statements., • Drafting journal entries, • Compliance management: Oversee the preparation and filing of all federal, state, and local income tax returns and estimated payments. Coordinate with external tax advisors and internal accounting teams to ensure timely and accurate filing., • Tax planning and strategy: Identify, research, and implement tax-saving strategies to minimize the company's tax liabilities and exposure. Stay current on tax legislation, developments, and industry trends, and advise management on potential impacts., • Audit defense: Manage and facilitate responses to tax audits by federal, state, and other regulatory authorities. Gather necessary documentation and act as a key point of contact for auditors., • Process improvement: Leverage knowledge gained from working at a large firm to improve and automate internal tax processes. Implement and enforce tax accounting controls and procedures (e.g., Sarbanes-Oxley controls)., • ASC 740 expertise: Deep technical knowledge and extensive experience preparing and reviewing income tax provisions under ASC 740 is essential., • Technical knowledge: Strong grasp of federal, state, and local tax regulations, with experience in corporate taxation., • Communication skills: Excellent written and verbal communication skills, with the ability to explain complex tax issues to both technical and non-technical audiences., • Analytical skills: Superior analytical and problem-solving skills, with a detail-oriented approach., • Software proficiency: Experience with provision software (e.g., ONESOURCE) and strong Microsoft Excel skills., • Experience: 5+ years of progressive tax experience, with a significant portion at a large public accounting firm (e.g., Big Four or large regional firm)., • Bachelor's degree in accounting or a related field; a master's degree in taxation is a plus. Comtech Telecommunications Corp. is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability protected veteran status or other characteristics protected by law.

Job Description Construction Accountant Opportunity – Work with a Top Construction Firm in Hauppauge, Long Island, NY Anna Parson at Robert Half is partnering with a respected construction client in search of a skilled corporate Construction Accountant. This is an excellent opportunity to leverage your industry experience and play a vital role in driving projects to successful completion. As the Construction Accountant, you will: • Track, monitor and analyze construction project budgeting and accounting, • Participate in the month/quarter/year end close and assist with the preparation and analysis of financial statements, management reports, and forecasts, • Handle certified payroll and union benefit reporting/compliance, • Review and optimize the accounts payable/receivable, AIA billing, and change orders processes Contact Anna Parson at Robert Half for confidential and immediate consideration or apply now! • Minimum of 5 years of accounting experience, preferably within the construction industry., • Proficiency in month-end close processes and general ledger management., • Skilled in preparing journal entries and performing account reconciliations., • Experience with bank reconciliations and construction-specific accounting tasks., • Knowledge of Work In Progress (WIP) accounting and financial statement preparation., • Expertise in budgeting, forecasting, and audit preparation., • Familiarity with certified payroll procedures and lien management., • Strong organizational and analytical skills with attention to detail.

Job Description Location: Hauppauge, NY | Onsite About Narda-MITEQ Narda-MITEQ is dedicated to recruiting and developing diverse, high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers’ mission and quest for professional growth. Narda-MITEQ provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. Narda-MITEQ is a trusted name in RF, microwave, and fiber optic technologies, known for delivering high-performance components and subsystems used in mission-critical applications. For more than 70 years, we’ve supported customers across defense, aerospace, space, communications, and industrial markets with both custom-engineered and off-the-shelf solutions. Our commitment to quality, innovation, and technical excellence continues to drive our success. The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all essential functions, duties and skills required of personnel in this position. Management retains the discretion to add or change the duties at any time. Job Description: The Quality Manager is a key member of the site leadership team and is responsible for planning, developing, and directing the quality team, policies, programs and initiatives. They will establish and manage metrics to ensure that products meet customer specifications and are consistent with the quality standards of the Company. In addition, this individual will be responsible for the development and implementation of strategic plans and improvement initiatives targeting reliability, supplier quality and cost of poor quality. This role will be a single point of accountability for Quality for the division. Essential Functions: • Manage and maintain the AS9100 QMS certification., • Ensure total product integrity by providing leadership in establishing a common quality vision, a positive culture & structure and in continually improving processes., • Manage the team to retain & build organizational talent., • Develop, implement and monitor all key quality metrics, systems, and procedures., • Defines quality objectives and functional responsibilities., • Develop and implement strategies to increase performance against identified KPI’s, reduce the cost of poor Quality, and improve product performance., • Contributes to the quality improvement efforts of the company by following a structured continuous improvement approach and focusing on root cause identification and correction., • Oversees customer and supplier quality audit programs. Ensure that the audit programs are maintained as required by internal/external policies and procedures., • Manage customer score cards and warranty returns while actively interfacing with customers, inside sales, product line management, and engineering on quality issues, specifications and agreements for positive customer satisfaction., • Stimulates cooperation between teams to enable issue resolution., • Work with both suppliers and customers to ensure the highest level of quality throughout the value stream., • Team with the Supply Chain organization to develop, implement, and manage supplier metrics., • Contributes to the achievement of company objectives by playing an active role in the strategic planning process including the development of quality targets for continuous quality improvement., • Manage the quality organization's budget, in support of meeting the company’s financial commitments., • Bachelor’s degree in engineering or closely related field with a minimum of 9 years of relevant professional experience or a Graduate degree with a minimum of 6 years relevant experience, in electronics manufacturing environment preferably in the Aerospace and Defense industry., • Must have a thorough working knowledge of the various customer and industry quality system models including ISO9000 and AS9100., • Professional communication and presence., • Proven ability to effectively contribute to the quality improvement efforts of the company., • Six Sigma / Lean experience preferred., • Must be able to obtain and maintain a DoD Secret security level clearance. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. Narda-MITEQ is proud to be an Equal Opportunity/Disability/Veterans Employer. We are committed to providing a workplace that ensures all employees and applicants are treated with respect and dignity. Narda-MITEQ maintains a workplace free from unlawful discrimination and we ensure that all qualified applicants receive equal consideration for employment. Narda-MITEQ is a drug-free workplace and may conduct pre-employment substance abuse testing and background checks, as permitted by law. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation to use or access the Narda-MITEQ career website due to your disability, you have the right to request such an accommodation. To request a reasonable accommodation, please contact Denise Nocerino at . Proof of employment authorization will be required. Narda-MITEQ is not required to sponsor applicants for work visas. As this position will require access to export-controlled information, only applications from “U.S. persons” within the meaning of the International Traffic in Arms Regulations and Export Administration Regulations will be considered. Narda-MITEQ is not required to seek export license for applicants who do not meet this requirement.

Job DescriptionDescription: About Heatherwood For over 75 years, Heatherwood has been dedicated to developing upscale residential rental communities, commercial properties, luxury urban spaces. Our reputation for quality construction, innovative design, and exceptional service has made us a recognized leader in the industry. At Heatherwood, we believe our employees are our greatest asset, which is why we prioritize professional development and promote from within. We are seeking a dynamic, strategic, and hands-on Chief Financial Officer (CFO) to serve as a key member of our executive leadership team. This individual will act as a strategic thought partner to the President and CEO, providing financial insight, leadership, and direction across the organization. The CFO will be responsible for all financial operations, including accounting, reporting, budgeting, capital structure, compliance, and tax. A key focus will be to streamline systems, strengthen internal processes, and elevate financial transparency and discipline throughout the company. This role will also lead high-level financial negotiations, debt structuring, and support growth initiatives from concept to execution. Your responsibilities will include, but not be limited to: Strategic Financial Leadership • Partner with ownership and executive leadership to drive financial strategy, optimize portfolio performance, and structure development deals., • Provide financial insights to support decision-making and long-term value creation across all areas of the business., • Oversee all general accounting functions, including payroll, benefits, accounts payable/receivable, and financial reporting., • Ensure the financial integrity of reporting processes and maintain compliance with all applicable tax, licensing, and regulatory requirements., • Lead the annual financial audit and manage external auditor and third-party accounting relationships., • Manage all banking relationships, loan processes, and debt negotiations to secure favorable financing terms., • Oversee treasury operations, including cash management, cash flow forecasting, hedging, and fund allocation., • Direct the development of annual budgets, long-range financial plans, and forecasting models across the portfolio and corporate functions., • Collaborate with department leaders to ensure financial goals are understood and met., • Implement and improve financial systems, tools, and processes that support real-time reporting, automation, and scalable growth., • Manage and mentor the finance team by assigning responsibilities, setting objectives, and supporting professional development., • Promote a collaborative, high-performing culture across finance, accounting, and strategic planning teams., • Provide leadership across insurance strategy for operations, development, and employee benefits. Requirements: Skills and Qualifications: • 15+ years of progressive leadership experience in accounting and finance, with at least 5 years in a real estate development or investment setting., • Bachelor's degree in Finance, Accounting, or related field required; Master’s degree or CPA preferred., • Deep knowledge of real estate capital markets, partnership accounting, debt/equity structuring, and portfolio management., • Proficient in Yardi; strong financial modeling and reporting acumen., • Proven success in leading complex financial negotiations and organizational change., • Strong communication skills with experience presenting to executive teams, lenders, and investors., • High level of integrity, ethical standards, and strategic thinking. What We Offer At Heatherwood, we don’t just hire talent—we cultivate leaders. We’re committed to your professional growth, long-term success, and making your work truly impactful. • An opportunity to shape financial strategy at a legacy real estate firm with over 75 years of success., • Direct influence on transformative growth initiatives across a dynamic and diverse portfolio., • A collaborative, forward-thinking leadership team that values transparency and innovation., • A competitive compensation package, including comprehensive benefits designed to support your well-being—both personally and professionally.

Job Description Junior Accountant Onsite | Melville, NY Position Summary Join a dynamic team where your technical accounting expertise will drive impactful results! As a General Ledger Accountant, you’ll play a pivotal role in shaping our month-end close process, ensuring accurate financial reporting, and collaborating with cross-functional teams to deliver excellence. If you’re ready to elevate your career in a fast-paced, growth-focused environment, this is your moment to shine! What You’ll Do: • Own the Books: Manage daily accounting operations, ensuring the accuracy of the general ledger with precise flux and trend analysis., • Drive Month-End Success: Take charge of key month-end activities, including preparing journal entries and uploading results into our corporate ERP system., • Reconcile with Confidence: Prepare and review account reconciliations, coordinating with both onshore and offshore teams to resolve complex transactions., • Be the Audit Pro: Support internal and external audits while contributing to external reporting activities., • Strengthen Controls: Assess, improve, and implement SOX controls for existing and new processes, ensuring seamless operations with updated documentation. What You Bring to the Table: • Educational Excellence: Bachelor’s Degree in Accounting, Finance, or a related Business discipline., • Problem-Solving Prowess: Strong analytical skills and a proactive approach to challenges., • Tech-Savvy Mindset: Systems expertise, particularly in Excel, to streamline and enhance processes., • Organizational Wizardry: Exceptional organizational and project management skills, with an eagle eye for detail. If you’re passionate about accounting, love solving puzzles, and are eager to make an impact, we want you on our team. Let’s create something extraordinary together!

Job Description Family office is seeking an experienced, energetic, detail-oriented Payroll Specialist Responsibilities / Duties: * Manage hard and digital copies of employee records. • Hands on payroll processing experience (Paylocity), • Familiar with Reporting though Paylocity system., • Assist with the recruitment process of candidates. Manage the administrative process for interviews * Update records of new and existing staff. * Assist with internal and external human resource inquiries from employees. * Assist with employee performance reviews. * Conduct background checks on new employees. • Familiar with Audit processes and preparation. Skills and Qualifications: ▪ Minimum of 2 years' experience in Payroll ▪ Excellent verbal and written communication skills ▪ Excellent interpersonal and conflict resolution skills ▪ Excellent organizational skills and attention to detail ▪ Ability to act with integrity, professionalism, and confidentiality ▪ Thorough knowledge of employment-related laws and regulations ▪ Proficient with Microsoft Office Suite or related software Fluency in both English and Spanish is required to communicate with our Spanish-speaking employees.

Job Description Established in 1926, Family Service League is a social services agency transforming lives and communities through mental health, addiction, housing, and essential human services with more than 60 social service programs in over 20 locations. SCHEDULE Monday – Friday, 9:00AM – 5:00PM SUMMARY Family Service League is seeking a full-time Office and Field Coordinator for our Ombudsman program in Bay Shore. The Office and Field Coordinator will support program operation, scheduling and facility visits. The Office and Field Coordinator will be responsible for data entry, answering phones, tracking budget, monitoring spending, planning events and conducting outreach in addition to visiting facilities as necessary for advocacy. We offer a generous benefits package including the following: • Health and Dental Insurance, • Vision Insurance, • Flexible Spending Account (FSA), • Retirement Savings Plan with a 5% employer contribution, • Life and AD&D Insurance, • Generous PTO (paid time off), • Up to 11 paid Holidays, • Paid Sick Leave, • Student Tuition Remission Program, • Employee Assistance Program (EAP), • Company paid Short-Term and Long-Term Disability, • Employee Discounts and more! RESPONSIBILITIES • The Office and Field Coordinator will provide program staff with support, which includes answering high volume calls to the program from long-term care residents in nursing homes, assisted living and adult home facilities, their families and the general public., • Addresses resident concerns and relays when appropriate to Ombudsmen volunteers and/or program staff., • Travel to various long-term care facilities to provide coverage and participate in resident councils., • Interact effectively with service provider agencies, advocacy organizations and regulatory agencies., • Develop rapport with volunteers and follow up with the volunteers to request outstanding reports and other necessary documentation., • Enter data and staff reports into a program database on an ongoing basis and run monthly reports., • Assist with Quarterly and Annual audit preparation., • Check requisitions and track program spending on an Excel spreadsheet., • Maintain RSVP list for volunteers for various monthly events throughout the year, including trainings, in-services, discussion groups, holiday events and special events., • Order office supplies and program supplies necessary for trainings and special events., • Handle external and internal mail, large volume mailings, faxes, and filing., • •Attend Ombudsman Certification training, and other necessary programmatic or agency trainings as required., • Assist Ombudsmen volunteers on accurate program reporting., • •Assist the Program Director and Volunteer Coordinator with additional projects., • Obtain NYS Ombudsman license/certification., • All other duties as assigned. QUALIFICATIONS Bachelor’s Degree in human services, social work or related field of study is required. NYS Ombudsman certification required – training provided and must be completed within six months of employment. Minimum of 3 years of experience in working with older adult and disabled individuals is required. Minimum of 3 years of experience supervising the accurate and timely completion and submission of documentation. Experience in data entry and timely submission of regulatory paperwork required. Understanding of aging, health care and long-term care issues is preferred. Computer proficiency, including Microsoft Office, is required. Strong interpersonal skills and the ability to deal effectively with a diverse range of people is required. Excellent organizational skills, and ability to manage multiple tasks and meet deadlines, are required. Ability to work independently and as part of a team, as well as be self-motivated, is required. Excellent verbal and written communication skills, as well as presentation skills, are required. Valid, clean New York State Driver’s License required. Ability to work evenings and weekends as needed is required. PHYSICAL REQUIREMENTS Some light lifting required.

Job Description Company: Schultheis & Panettieri, LLP Position: Accounting Support Assistant Job Location: Hauppauge, NY Salary Range: $20.00-$30.00/hour Schultheis & Panettieri, LLP is seeking full or part-time experienced office support assistants who are detail-oriented individuals to support our audit department. Ideal candidate will be professional, organized, deadline driven and produce quality work. Candidate will be expected to work independently and think autonomously. Must be a friendly, positive, team player that can take direction and can switch gears on the fly. We are a growing midsize CPA firm specializing in the audits of labor unions and their related fringe benefit funds. We have three locations. Our home office is in Hauppauge and we have offices in Iselin, NJ and Floral Park, NY. Responsibilities: • Provide administrative assistance to firm executives, • Maintain confirm log and database, • Perform certain audit and testing functions, • Interact daily with third party client service departments to resolve issues, • Enter and electronically file tax returns, • Detail oriented, • Computer savvy, • Microsoft Office required - Word, Excel, PowerPoint, Outlook, • Payroll and payroll tax filings, • QuickBooks required, • Excellent written and verbal communication, • Organized, • Deadline driven, • Medical, • 401(k)- including an employer contribution, • Life Insurance, • Long Term Disability Insurance, • Flexible Spending, • Voluntary Dental, • Voluntary Vision, • Sick Days, • Vacation

Leverage advanced analytical and research skills to proactively identify emerging risks and recommend enhancements to compliance and access management frameworks, and coordinate and support internal and external audit activities, serving as a subject matter expert on compliance and user access contr

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. How you'll make an impact • The Senior Commercial Lines Account Executive is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts., • The Senior Commercial Lines Account Executive directly contributes to key business outcomes such as client retention, client satisfaction, enhancing value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement., • Successfully and profitably manages an assigned group of accounts., • In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner., • Secures existing business and drives the sale of additional services and lines of coverage., • Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner., • Conduct periodic audits to ensure compliance standards and service levels are met., • Own all audit, review and claims processes for assigned book of business., • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation., • Skilled at forecasting industry trends to predict needed changes in client strategies., • Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business., • Facilitate and collaborate with account team on the agency’s renewal strategy., • Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts., • Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency. #LI-JW1 About You Required: • Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience., • Producer's License., • Ability to travel up to 25% of the time., • Proficiency in Microsoft Office., • Previous insurance knowledge and experience managing client relationships., • Proficient in using technology as a tool to maximize productivity and quality., • Strong written and verbal communication skills. Comfortably engages others in consultative discussion., • Effectively manages/balances multiple and sometimes competing priorities. We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program We value inclusion and diversity ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

This individual is responsible for assisting the team with resolution of coding/billing issues, participating in external/internal audit requests, payer audits, and special projects as needed. The Auditor, Revenue Optimization is responsible for conducting audits and reviewing clinical documentation