Surety

Accountant

• Support and execute periodic close processes, including quarter-end and year-end reporting requirements.
• Reconcile general ledger accounts, including bank accounts.
• Identify and resolve reconciling items on a timely basis.
• Ensure accurate expense classification, coding and receipt management by maintaining controls over corporate credit card activity.
• Oversee accounts payable and reconciliation to vendor statements, including the preparation and submission of annual tax forms to all qualified vendors.
• Gain exposure to budget preparation, variance analysis, and financial forecasting by collaborating with the rest of the Finance team and department leaders.

Senior Accountant

Accounts Receivable

• Post customer payments by recording checks, ACH, wires, and credit card transactions accurately to the appropriate accounts.
• Reconcile accounts receivable ledgers to ensure all payments are properly accounted for and reconciled with the general ledger.
• Investigate and resolve billing discrepancies, disputed charges, and customer inquiries professionally.
• Maintain up-to-date customer files and records, including credit notes and adjustments.

Accounts Receivable Specialist

Account Manager

• Serve as primary point of contact to Energy Practice accounts to coordinate day-to-day operations
• Build and maintain long-lasting relationships with accounts managed
• Ensure timely and efficient delivery of surety bonds or any other account request
• Coordinate and deliver advisory feedback between sureties and clients
• Collaboration with the wider Advisory & Production team
• Work closely with the Director of Operations and the R&P Bond Ops team
• Proactively explore potential opportunities for additional surety credit within existing client book
• Optimize existing client relationships and expand surety involvement
• Actively maintain understanding of current events for all clients and ensure Lead/Tertiary Producers are current on client activities
• Maintain existing prospective client network and produce new surety clients as appropriate
• Advocate and educate internal and external stakeholders on project finance structures to help develop surety appetite and innovative surety products.
• Participate in and facilitate prospect, client, and surety meetings as necessary
• Travel as needed

Account Manager, Energy Practice

Compliance

• Process and manage producer and business entity license applications, renewals, and terminations under the guidance of the Licensing Manager.
• Maintain accurate licensing records, including NPN status, NPI updates, attestations, and jurisdictional compliance deadlines.
• Monitor the licensing inbox daily for regulatory correspondence and take appropriate action on renewals, expirations, updates, and new requirements.
• Ensure timely updates across all applicable states when producer or business information changes.
• Maintain organized digital and physical licensing, CE, and compliance files.
• Track license and CE deadlines, prepare documentation for audits, and assist with compliance reporting.
• Communicate with regulatory agencies to resolve routine inquiries and escalate complex issues when needed.
• Manage surety bond attachments, including coordination with surety partners, internal notifications, and monthly spreadsheet audits.
• Maintain Producer Database Compliance (PDB) reports by monitoring public records and resolving or escalating discrepancies.
• Support onboarding of newly licensed employees and coordinate training and continuing education (CE) opportunities.
• Proctor pre-licensing and CE courses and manage CE certificates, tracking, and monthly audits.
• Provide administrative and project support to the Licensing Manager and compliance team.

Licensing Compliance Associate

Recruitment

• Partner with leaders to understand current and future hiring needs and develop effective recruiting strategies
• Manage full-cycle recruiting: sourcing, screening, interviewing, and offer coordination
• Deliver a consistent, candidate-focused hiring experience
• Develop and manage early career and campus recruiting programs
• Build and maintain talent pipelines for critical and hard-to-fill roles
• Coordinate interview logistics, debriefs, and hiring decisions
• Prepare offers and manage pre-employment and onboarding processes
• Support onboarding programs and continuous process improvement
• Manage job postings and external recruiting partners as needed
• Support broader HR initiatives and department needs as a reliable and proactive team resource

Talent Acquisition Specialist

Financial Planning and Analysis

• Assist in the development of customized proposals and presentations for prospective private equity sponsors and portfolio companies
• Prepare market insights, product overviews, and financial analyses to support client discussions and underwriting submissions
• Support deal execution and manage deal flow to ensure timely communication and high-quality service delivery
• Assist senior team members in reviewing client financial statements and assessing credit profiles
• Conduct market research and support prospecting initiatives around new growth opportunities
• Cultivate and maintain relationships with clients, sponsors, and underwriting partners
• Develop a working understanding of the surety industry, including underwriting considerations, regulatory requirements, and market trends
• Participate in ongoing training to deepen industry knowledge and strengthen analytical and business development capabilities

Financial Analyst, Private Equity

Operations

• Serve as primary quality assurance lead across multiple surety accounts, ensuring accuracy, compliance, and efficiency.
• Perform quality control review of bids, finals, and bond issuance for underwriting requirements, bond form accuracy, and client expectations.
• Supervise, mentor, and develop bond operations staff; will establish role prior to direct supervisory duties of team members.
• Collaborate with Account Managers on client programs, placements, renewals, and new business transitions.
• Maintain strong knowledge of client and surety contacts, bond forms, and contract obligations.
• Facilitate bond-specific information exchange between clients and underwriters to secure timely approvals and issuance.
• Manage operational service delivery, including bond issuance, endorsements, renewals, cancellations, invoicing, and record maintenance.
• Communicate client updates and market developments to internal teams verbally and in writing.
• Attend client meetings (virtual and as needed) and represent the firm at select surety-related industry events.
• Cross-train with operations team members, with focus on new programs and business transitions.
• Demonstrate high productivity, attention to detail, and strong prioritization skills.

Surety Operations Advisor

Analyst

• Coordinate with Exoneration Specialist and R&P staff on accounts requiring assistance to pursue bond releases.
• Maintain accurate documentation for each client throughout the release process.
• Facilitate execution of replacement or release letters, understanding specific requirements of different sureties.
• Document all correspondence, written and verbal, in TABS to ensure files remain current and accurate.
• Conduct persistent written and oral follow-ups with obligees to secure releases, providing updates to clients under the guidance of the Exoneration Specialist.
• Maintain and update the database of obligee contacts.
• Track and manage exoneration activities using a comprehensive spreadsheet for reporting purposes, keeping the status of all open and resolved exonerations current.
• Monitor and manage R&P’s billing inbox to ensure alignment between R&P and surety invoicing, and facilitate the proper closure of TABS entries, including handling return premiums or additional premiums generated at closeout.

Senior Accountant

Accounts Receivable Specialist

Account Manager, Energy Practice

Licensing Compliance Associate

Talent Acquisition Specialist

Financial Analyst, Private Equity

Surety Operations Advisor

Surety Operations Advisor

Exoneration Analyst