Strategic HR Business Advisors

Controller

• Overseeing accounting operations and financial reporting for multiple clients.
• Reviewing and refining budgets, KPIs, and management reports.
• Ensuring accounting standards and frameworks are properly applied.
• Serving as a liaison between clients and their tax preparers or other professional service providers.
• Building strong, trusting relationships with clients through proactive communication and advisory.

Part-Time Assistant Controller

Customer Advocate

• As the Client Advocate, you will play an important role in supporting employers, brokers, and carriers while ensuring compliance and delivering exceptional customer service.
• This role includes customer support, technical assistance, compliance guidance, continuation administration, and leading ad-hoc projects.
• You will be the go-to resource for inquiries related to ERISA compliance, COBRA, Medicare, SARs, IRS 5500 and ACA reporting, and other operational processes.
• Respond to support tickets via Zendesk, contact brokers/employers as needed, and ensure quality service interactions.
• Understand ERISA compliance requirements for MEWAs, IRS 5500 reporting, HIPAA guidelines, and explain complex compliance information to stakeholders.
• Advise on COBRA and state continuation processes, troubleshoot client issues, and maintain strong relationships with vendors.
• Lead ad-hoc projects, meet deadlines, and ensure deliverables are met.