List of roles and clients we support in finance and accounting
Type of Company | Type of position | Role | Headcount | Primary Tasks | |||||||||||||||||||||||||||||
Accounting Firm | Accounting | Accounting Associate | 2 | Enter AP invoice and AR billings, reconcile all bank and credit card transactions, file GET, assist in payroll tax filing and post weekly payroll. | |||||||||||||||||||||||||||||
Accounting Firm | Accounting | Junior Accountant | 1 | Prepare reconciliation of all balance sheet accounts. Conduct job cost reconciliation. Prepare Financial Statements. | |||||||||||||||||||||||||||||
Electrical Construction Firm | Industrial Electrician | Electrical Estimator | 1 | Performing estimates for both commercial/industrial projects. Requesting quotes for gear, lighting and specialty materials from suppliers. Creating detailed proposals and following up on bids weekly. |
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Electrical Construction Firm | Industrial Electrician | Senior Electrical Estimator | 1 | Performing estimates for both commercial/industrial projects. Requesting quotes for gear, lighting and specialty materials from suppliers. Creating detailed proposals and following up on bids weekly. |
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Home Improvement Manufacturing Company | Graphic Artist | Senior Graphic Artist | 1 | Create and design various materials for print and digital collateral | |||||||||||||||||||||||||||||
Specialty Tax Consulting Firm | Developer | Senior Virtual Engineer | 3 | Develop and implement technological solutions to support the business needs of the company. Review drawings and do take-offs. Troubleshoot model to meet goals – that is, understand what is preventing the project from reaching goals and suggest facility or project design changes to meet goals. | |||||||||||||||||||||||||||||
Specialty Tax Consulting Firm | Developer | Virtual Engineer | 4 | Develop and implement technological solutions to support the business needs of the company. Review drawings and do take-offs. Troubleshoot model to meet goals – that is, understand what is preventing the project from reaching goals and suggest facility or project design changes to meet goals. | |||||||||||||||||||||||||||||
Real Estate Property Management | Accounting | Accounting Associate | 5 | Process invoices from vendors. Verify work was in place. Property Management tasks. | |||||||||||||||||||||||||||||
Real Estate Property Management | Accounting | Accounting Manager | 1 | Assist management with important financial decisions and interact somewhat external CPA firm and their resources. Prepare financial documents as business reports, financial forecast and statements. Supervise employees under the controller. | |||||||||||||||||||||||||||||
Bank | Accounting | Accounting Associate | 2 | Prepare and reconcile general ledger and bank accounts. Prepare monthly accrual, amortization, and expense allocation entries. Manage the invoice approval workflow. | |||||||||||||||||||||||||||||
Bank | Customer Service | BSA Specialist | 1 | Responsible for implementing various aspects of the Bank's Bank Secrecy Act (BSA) / Anti Money Laundering (AML) / Office of Foreign Assets Control (OFAC) Program. | |||||||||||||||||||||||||||||
Bank | Customer Service | Commercial Loan Analyst | 1 | Analyzing financial data of loan applications, evaluating creditworthiness of borrowers, and making recommendations for loan approval or denial | |||||||||||||||||||||||||||||
Bank | Developer | Sr. ServiceNow Developer | 1 | Developing, configuring and maintaining the ServiceNow platform to meet the needs of the bank's IT operations and business processes. | |||||||||||||||||||||||||||||
Healthcare Property Management | Accounting | Accounting Associate | 1 | Processing accounts payable and receivable, reconciling bank statements, and preparing financial reports. | |||||||||||||||||||||||||||||
Healthcare Property Management | Accounting | Accounting Manager | 1 | Overseeing financial operations, managing accounting staff, and producing financial reports. | |||||||||||||||||||||||||||||
Healthcare Property Management | Accounting | Junior Accountant | 1 | Bookkeeping, financial analysis, and supporting the Senior Accountant or Accounting Manager in various accounting tasks. | |||||||||||||||||||||||||||||
Healthcare Property Management | Accounting | Senior Accountant | 1 | Managing financial records, preparing financial statements, and overseeing the accounting team. | |||||||||||||||||||||||||||||
Achitecture Firm | Customer Service | Lead Generation Specialist | 1 | Identifying and qualifying potential clients, generating leads, and managing the sales pipeline. | |||||||||||||||||||||||||||||
Steakhouse and Seafood Restaurant | Accounting | Accounting Associate | 1 | Maintain financial records, manage accounts payable and receivable, and prepare financial statements. | |||||||||||||||||||||||||||||
Mobile Medical Service Provider | Accounting | Accounting Associate | 10 | Managing financial records, preparing financial statements, and processing accounts payable and receivable. | |||||||||||||||||||||||||||||
Mobile Medical Service Provider | Customer Service | Data Entry Specialist | 2 | Input patient and medical data into the system and ensure timely completion of medical billing and coding. | |||||||||||||||||||||||||||||
Mobile Medical Service Provider | Accounting | Finance Manager | 1 | Managing financial operations, preparing financial statements, forecasting financial trends, and developing financial strategies. | |||||||||||||||||||||||||||||
Mobile Medical Service Provider | Accounting | Senior Accountant | 23 | Manage financial transactions, prepare financial statements and reports, and ensure compliance with accounting regulations. | |||||||||||||||||||||||||||||
Mobile Medical Service Provider | Accounting | Senior Team Member | 4 | Managing financial operations, preparing financial statements, forecasting financial trends, and developing financial strategies. | |||||||||||||||||||||||||||||
Mobile Medical Service Provider | Management | Team Leader | 3 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Accounting Firm | Accounting | Accounting Associate | 1 | Bookkeeping, preparing financial statements, maintaining records, and assisting with audits. | |||||||||||||||||||||||||||||
Accounting Firm | Accounting | Senior Accountant | 1 | Manage financial statements, perform audits, and ensure compliance with accounting standards and regulations. | |||||||||||||||||||||||||||||
Accounting Firm | Accounting | Senior Team Member | 1 | Manage financial statements, perform audits, and ensure compliance with accounting standards and regulations. | |||||||||||||||||||||||||||||
Accounting Firm | Management | Sr. Accountant Team Leader | 1 | Overseeing accounting operations, managing and mentoring staff, and ensuring accurate and timely financial reporting. | |||||||||||||||||||||||||||||
Supermaket Chain | Accounting | Junior Accountant | 4 | Assisting with the preparation of financial reports, processing transactions, and maintaining financial records. | |||||||||||||||||||||||||||||
Transportation Services Company | Customer Service | Account Support Specialist | 1 | Support and maintain relationships with clients, and provide assistance with account-related inquiries and issues. | |||||||||||||||||||||||||||||
Transportation Services Company | Accounting | Accounting Associate | 2 | Managing accounts payable and receivable, preparing financial reports and statements, and ensuring compliance with financial regulations. | |||||||||||||||||||||||||||||
Transportation Services Company | Accounting | Accounting Manager | 1 | Managing financial transactions and records, preparing financial reports, and overseeing accounting staff. | |||||||||||||||||||||||||||||
Transportation Services Company | Customer Service | Customer Support Specialist 1 | 2 | Resolving customer inquiries, complaints and issues regarding transportation services, and providing information about transportation schedules, routes, fares, and policies. | |||||||||||||||||||||||||||||
Transportation Services Company | Customer Service | Customer Support Specialist 2 | 3 | Resolving customer inquiries, complaints and issues regarding transportation services, and providing information about transportation schedules, routes, fares, and policies. | |||||||||||||||||||||||||||||
Transportation Services Company | Customer Service | Customer Support Specialist 3 | 2 | Resolving customer inquiries, complaints and issues regarding transportation services, and providing information about transportation schedules, routes, fares, and policies. | |||||||||||||||||||||||||||||
Transportation Services Company | Accounting | Senior Accountant | 4 | Managing financial statements, budget preparation, and overseeing accounting operations. | |||||||||||||||||||||||||||||
Transportation Services Company | Accounting | Senior Team Member | 1 | Managing financial statements, budget preparation, and overseeing accounting operations. | |||||||||||||||||||||||||||||
Transportation Services Company | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for issue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Retirement Plan Administrator | Accounting | Accounting Associate | 4 | Recording financial transactions, maintaining financial records, and producing financial reports. They may also assist with audits and tax preparation. | |||||||||||||||||||||||||||||
Retirement Plan Administrator | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for issue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Freight Forwarding Company | Admin | Executive Assistant | 1 | Managing the executive's calendar and appointments, preparing reports and presentations, and organizing travel arrangements. | |||||||||||||||||||||||||||||
Waste Removal and Material Recycling Company | Accounting | Accounting Associate | 1 | Processing financial transactions, reconciling accounts, and preparing financial reports. | |||||||||||||||||||||||||||||
Waste Removal and Material Recycling Company | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Wealth Management Services | Accounting | Junior Accountant | 1 | Preparing financial statements, processing transactions, and assisting with audits and tax filings. | |||||||||||||||||||||||||||||
Specialy Trucking and Transportation Company | Accounting | Junior Accountant | 1 | Maintaining financial records, reconciling accounts, and assisting with budget preparation. | |||||||||||||||||||||||||||||
Smart Tax Software | Customer Service | Customer Support Specialist 4 | 3 | Resolving customer inquiries and technical issues, providing product support and guidance, and maintaining customer satisfaction. | |||||||||||||||||||||||||||||
Smart Tax Software | Accounting | Junior Accountant | 2 | Preparing financial statements, maintaining records, and assisting with tax preparation. | |||||||||||||||||||||||||||||
Freight Forwarding Company | Customer Service | Documentation Agent | 1 | Preparing, organizing, and verifying the accuracy of shipment documentation and instructions, and ensuring compliance with customs regulations and shipping laws. | |||||||||||||||||||||||||||||
Restoration and Maintenance Company | Accounting | Junior Accountant | 2 | Manage financial transactions, perform bookkeeping tasks, and prepare financial reports. | |||||||||||||||||||||||||||||
Real Estate Property Management | Customer Service | Account Support Specialist | 1 | Assisting clients with billing and financial inquiries, resolving customer issues, and maintaining accurate records. | |||||||||||||||||||||||||||||
Real Estate Property Management | Customer Service | Escrow Processor | 1 | Process escrow accounts, prepare and review closing documents, and communicate with clients and other parties involved in the transaction. | |||||||||||||||||||||||||||||
Real Estate Property Management | Customer Service | Senior Team Member | 1 | Process escrow accounts, prepare and review closing documents, and communicate with clients and other parties involved in the transaction. | |||||||||||||||||||||||||||||
Signage Solutions Provider | Graphic Artist | Graphic Artist | 2 | Create visual concepts and designs for signs, banners, and other marketing materials, and to produce digital or print-ready files for production. | |||||||||||||||||||||||||||||
Fast-food Restaurant Chain | Accounting | Accounting Associate | 1 | Managing accounts payable and receivable, reconciling bank statements, and preparing financial reports. | |||||||||||||||||||||||||||||
Restaurant E-Commerce Solutions Provider | Developer | Salesforce Administrator | 1 | Manage the Salesforce platform, develop and implement new features, and support end-users. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Accounting Associate | 5 | Assist with accounts payable and accounts receivable, and to maintain financial records for construction projects. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Junior Accountant | 2 | Bookkeeping, accounts payable and receivable management, financial statement preparation and analysis, and assisting in tax preparation. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Senior Accountant | 1 | Overseeing financial statements, preparing tax returns, and managing accounts payable and receivable. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Accounting Associate | 12 | Assist with accounts payable and accounts receivable, and to maintain financial records for construction projects. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Junior Accountant | 4 | Bookkeeping, accounts payable and receivable management, financial statement preparation and analysis, and assisting in tax preparation. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Accounting Associate - Implementation | 1 | Implementing and managing financial systems and processes, as well as providing support to clients for their accounting and financial needs. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Junior Accountant | 1 | Bookkeeping, accounts payable and receivable management, financial statement preparation and analysis, and assisting in tax preparation. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Senior Accountant | 1 | Overseeing financial statements, preparing tax returns, and managing accounts payable and receivable. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Management | Senior Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Junior Accountant | 6 | Bookkeeping, accounts payable and receivable management, financial statement preparation and analysis, and assisting in tax preparation. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Accounting | Senior Accountant | 5 | Overseeing financial statements, preparing tax returns, and managing accounts payable and receivable. | |||||||||||||||||||||||||||||
Construction Accounting Firm | Management | Team Leader | 1 | Oversee team members and ensure responsibilities are performed accurately. Provide performance reports of team members. Serve as an escalation point for ssue resolution and client escalations. Manage effective internal and external client relationship. Exercise consistent judgment and discretion with work directly related to management policies and general operations of the business. | |||||||||||||||||||||||||||||
Commercial Real Estate Development Company | Accounting | Accounting Associate | 6 | Preparing financial reports, processing invoices, and maintaining accurate accounting records. | |||||||||||||||||||||||||||||
B2G Market Assistance | Customer Service | Lead Generation Specialist | 1 | Research and identify potential government clients, and to develop and implement strategies to generate leads for sales and marketing teams. | |||||||||||||||||||||||||||||
IT Asset Lifecycle Management Company | Reports Analyst | Financial Analyst | 1 | Analyzing financial data, preparing financial reports, and making financial recommendations to management. | |||||||||||||||||||||||||||||
Building Construction Services | Developer | Senior Virtual Engineer | 2 | Creating 3D models, analyzing construction plans, and collaborating with project managers to develop and execute construction projects. | |||||||||||||||||||||||||||||
Spend Management Service | Accounting | Accounting Associate | 2 | Manage and reconcile financial records and assist with the preparation of financial statements. | |||||||||||||||||||||||||||||
Title and Escrow Company | Customer Service | Escrow Processor | 2 | Handling the administrative and logistical aspects of real estate transactions, ensuring compliance with regulations, and facilitating communication between parties involved in the transaction | |||||||||||||||||||||||||||||
Title and Escrow Company | Customer Service | Senior Team Member | 1 | Handling the administrative and logistical aspects of real estate transactions, ensuring compliance with regulations, and facilitating communication between parties involved in the transaction | |||||||||||||||||||||||||||||
Title and Escrow Company | Reports Analyst | Data and Reporting Specialist | 1 | Collect and analyze data, create reports and develop data-driven insights to support business decisions. | |||||||||||||||||||||||||||||
Title and Escrow Company | Graphic Artist | Graphic Artist | 1 | Creating visual content for marketing materials, designing logos, and creating graphics for digital platforms. Reporting tasks may involve tracking and analyzing the performance of marketing campaigns and presenting findings to relevant stakeholders. | |||||||||||||||||||||||||||||
Title and Escrow Company | Graphic Artist | Senior Graphic Artist | 2 | Create visual designs and graphics for marketing and advertising materials. They may also manage other graphic designers and provide design solutions for company branding and campaigns. | |||||||||||||||||||||||||||||
Title and Escrow Company | Customer Service | Account Support Specialist | 1 | Provide support to clients with account-related inquiries and to ensure accurate and timely reporting. | |||||||||||||||||||||||||||||
Title and Escrow Company | Customer Service | Senior Team Member | 1 | Provide support to clients with account-related inquiries and to ensure accurate and timely reporting. | |||||||||||||||||||||||||||||
Automotive Dealership | Accounting | Accounting Associate | 1 | Managing accounts payable and receivable, reconciling bank statements, and preparing financial reports. They may also assist with payroll processing and tax filings. | |||||||||||||||||||||||||||||
Automotive Dealership | Customer Service | Customer Support Specialist 3 | 1 | Provide excellent customer service and support, troubleshoot issues with customers, and ensure customer satisfaction. Reporting may also be a part of their responsibilities, where they generate and analyze reports related to customer support metrics, identify areas of improvement, and provide feedback to management. | |||||||||||||||||||||||||||||
Automotive Dealership | Accounting | Senior Accountant | 4 | Oversee financial operations, maintain financial records, and produce reports to aid in decision-making. | |||||||||||||||||||||||||||||
Automotive Dealership | Customer Service | Senior Team Member | 1 | Provide excellent customer service and support, troubleshoot issues with customers, and ensure customer satisfaction. Reporting may also be a part of their responsibilities, where they generate and analyze reports related to customer support metrics, identify areas of improvement, and provide feedback to management. | |||||||||||||||||||||||||||||
Specialty Law Firm | Customer Service | Legal Assistant | 1 | Conducting legal research, drafting legal documents, and managing case files. |