Associate

• Prepare, scan, file, and perform quality control for medical records in the Electronic Medical Record (EMR) system
• Verify patient identification, Medical Record Number, account number, document type, barcodes, image quality, and document completeness
• Follow correction processes for incorrectly indexed documents
• Maintain a one- to three-day turnaround time and work backlog encounters
• Arrange documentation chronologically and keep like document types together
• Identify, document, delete, and rescan erroneous or poor-quality documents
• Retrieve, sign out, and deliver hybrid medical records for patient care, discharges, correspondence, or studies
• Retrieve discharge encounters from units within 24 hours of discharge
• Inspect pages, remove staples, perforate fan-folded sheets, and number pages
• Reassign records to providers in a timely manner
• Interact professionally with physicians and inter- and intra-departmental personnel
• Comply with departmental policies, quality improvement practices, health and safety requirements, and attendance standards
• Attend required meetings, conferences, and seminars and perform related duties

Record management associate scanning and quality-checking medical records for UMass Memorial Health

Record Management – Scanning Associate

Record management associate scanning and quality-checking medical records for UMass Memorial Health. Maintaining accurate EMR documentation and timely retrieval of hybrid records.

• Perform valuation engagements in a professional services firm or corporate finance group
• Support client engagement and project tasks
• Develop skills and knowledge to deliver exceptional work
• Build and maintain meaningful client relationships
• Learn to manage and inspire team members
• Expand technical knowledge of firm services and technology resources
• Contribute to the growth of your personal brand
• Adapt to changing project requirements and environments

PwC valuation associate analyzing deals and financial transactions for business clients

Deal Valuation, Experienced Associate

PwC Deals Associate performing valuation engagements for mergers, acquisitions, and financial transactions.
Supporting client projects, financial modeling, and valuation analysis while building client relationships.

• Complete B&F Academy onboarding program to build trial-attorney skills
• Approach written discovery, legal research, and client problem solving
• Handle motion hearings, pleadings, and client reporting independently
• Prepare large-scale depositions
• Learn practical trial skills from attorneys with 30+ years of trial experience
• Handle own matters independently
• Conduct depositions
• Work directly with clients and partners on complex issues

Junior litigation associate defending clients at New England trial law firm

Junior Associate

Junior litigation associate developing trial skills at Burns & Farrey, a New England litigation defense firm. Handling hearings, pleadings, depositions, and client matters under experienced trial attorneys.

• Develop and execute comprehensive, multiyear benefit strategies for large and complex clients
• Own and manage the client Roadmap and coordinate the stewardship, pre-renewal, marketing, renewal, open enrollment, implementation, and post-renewal cycle
• Lead client strategy discussions and provide recommendations on funding arrangements, plan design, contribution strategy, employee engagement, vendor solutions, compliance, and cost management
• Manage annual renewal and marketing processes, including RFPs, proposal analysis, carrier and vendor negotiations, and client recommendations
• Provide strategic consulting for self-funded and complex funding arrangements
• Lead provider network analyses and evaluate pharmacy benefit strategies
• Advise clients on complex leave and disability programs and review ancillary benefit contracts
• Lead stop-loss placement and ongoing management and monitor stop-loss performance
• Review utilization, claims, pharmacy, financial, and large claimant reporting to identify trends, risks, and cost drivers
• Translate complex financial and clinical data into actionable client recommendations
• Partner with Producers on client meetings, executive presentations, finalist meetings, and new client onboarding
• Serve as primary strategic contact and escalation point for assigned clients
• Build relationships with client executives, HR leaders, finance teams, carriers, TPAs, PBMs, stop-loss carriers, and vendors
• Oversee implementation of benefit program changes, vendors, funding arrangements, and administrative solutions
• Advise on benefit compliance requirements, including ACA reporting, PCORI fees, ERISA requirements, and DOL audits
• Maintain knowledge of market trends, benchmarking, legislation, compliance, analytics, vendor solutions, and industry developments
• Provide guidance, technical support, and training to client service team members
• Mentor junior consulting staff and support professional development
• Delegate responsibilities and provide expectations, oversight, and feedback
• Document meeting outcomes, recommendations, decisions, and follow-up
• Participate in market meetings, client functions, industry seminars, and professional development programs
• Perform additional duties and strategic projects as assigned
• Travel as needed, including occasional overnight travel
• Conduct meetings outside standard business hours when reasonably required by client needs

Strategy consulting senior associate designing employee benefit programs for Hilb Group brokerage clients

Senior Strategy Consulting Associate

Strategy Consulting Senior Associate designing complex employee benefit programs for Hilb Group brokerage clients. Leading renewals, funding strategies, analytics, compliance, and client engagements.

• Assist with analyses related to forensic investigations, business disputes, and economic damage engagements
• Assist in preparing document requests
• Summarize and interpret relevant financial information and records
• Perform forensic accounting and dispute/economic damage analyses, including bank tracing analyses and lost profits analyses
• Work directly with Managers, Senior Managers, Principals, and Partners to analyze financial data
• Attend settlement conferences, hearings, and proceedings as opportunities arise
• Grow toward becoming an expert witness

Forensic Senior Associate analyzing financial disputes and economic damages for Withum accounting clients

Senior Forensic Associate

Forensic Senior Associate analyzing financial disputes and economic damages for Withum’s accounting clients. Preparing forensic analyses and interpreting financial records alongside managers, attorneys, and expert witnesses.

• Serve as the primary liaison for the Chief Development & Marketing Officer, managing and prioritizing incoming requests
• Draft and edit talking points, briefing documents, presentations, and correspondence for development leadership
• Manage meeting scheduling, travel and meeting itineraries, and administrative needs
• Support Board of Trustees and senior leadership meeting materials and follow-up
• Represent the CDMO in select meetings when appropriate
• Assist with cross-departmental initiatives, campaign projects, and donor stewardship efforts
• Monitor project milestones, decisions, action items, and departmental deadlines
• Coordinate strategic initiatives across development functions
• Translate organizational goals into measurable work plans
• Facilitate strategic planning sessions and track departmental progress
• Evaluate workflows and identify resource efficiencies and process enhancements
• Maintain master calendars, reporting schedules, and performance dashboards
• Evaluate fundraising metrics, analyze performance, and identify growth trends
• Synthesize data into reports and presentations for executive leadership, the Board of Directors, and key funders

Development Associate supporting fundraising strategy at disability-services NGO Perkins

Development Associate

Development Associate supporting fundraising, donor initiatives, and executive operations at Perkins, an NGO serving children with disabilities.
Coordinating strategic projects, workflows, reporting, and leadership communications.

• Process credentialing and re-credentialing files according to company and departmental policies and procedures
• Ensure compliance with state and federal laws, regulations, and accrediting organization standards
• Maintain confidentiality and integrity throughout the credentialing program and process
• Communicate participating-provider information to Medical Directors, Credentials Committee, and internal departments
• Manage credentialing databases
• Support provider relations and contracting
• Support the company's credentialing process within Credentialing Database Operations or Credentialing Policy Committee units

Credentialing Associate processing provider files for Elevance Health, a healthcare company

Credentialing Associate

Credentialing Associate processing provider credentialing files for Elevance Health, a healthcare company.
Ensuring regulatory compliance, confidentiality, database accuracy, and provider-relations support.

• Run client engagements from start to finish, including financial statement preparation, internal staffing, scheduling, budgeting, engagement planning, and administrative functions
• Supervise, train, and mentor staff and interns on the audit process and assess staff performance for engagement reviews
• Maintain strong client relationships and work with client management and staff at all levels to perform audit services
• Collaborate with the audit team to identify and resolve client issues discovered during the audit process
• Research and analyze financial statements and audit issues using electronic databases and audit software
• Engage key client management to collect information, resolve audit-related problems, and recommend business and process improvements
• Provide traditional attestation services and accounting and consulting support on applying accounting principles

Banking audit senior associate delivering external audit services at Crowe, a U.S. accounting and consulting firm

Senior Audit Associate – Banking

Banking Audit Senior Associate running external audit engagements for Crowe, a U.S. public accounting, consulting, and technology firm.
Supervising teams, analyzing financial statements, and advising banking clients on audit and process improvements.

• Drive work forward in partnership with analysts
• Gain exposure to clients and senior bankers
• Participate in the full lifecycle of multiple client engagements
• Lead multiple workstreams while maintaining quality
• Own outcomes and advance tasks from start to finish
• Build relationships across deal teams and firm colleagues
• Deliver accurate, high-quality, client-ready work products
• Manage workstreams and deadlines for consistent, on-time execution
• Translate data and analysis into actionable insight and deal strategy
• Contribute to client recommendations in M&A and private capital advisory engagements
• Attend deal team meetings in person
• Respond quickly to emails and calls in an on-call role

M&A Associate advising clients through technology-sector transactions at global investment bank Harris Williams

M&A Associate – Technology

M&A Associate supporting technology-sector transactions for Harris Williams, a global investment bank specializing in M&A and private capital advisory services. Leading workstreams, analyzing data, and producing client-ready materials.

• Provide day-to-day, high-quality support donors on a variety of inquiries, including but not limited to refunds, canceling recurring donations, standard login inquiries, and managing various other donor-related requests.
• Efficiently triage all incoming support requests to the correct team based on email content.
• Provide proactive support and outreach to our users as needed.
• Review voicemails and return phone calls as needed.
• Flag potential bugs or issues with ActBlue’s platform that are reported to us by our users as needed.
• Review donation transactions as part of our fraud prevention workflow.
• Meet established quality and productivity standards for the role.

Donor Support Associate providing customer service for ActBlue donors

Donor Support Associate – Temporary Role

Donor Support Associate providing support for small-dollar donors using ActBlue’s fundraising platform. Assisting with inquiries and managing donor-related requests in a remote capacity.

• Conduct economic, financial, statistical, and industry research to support client engagements
• Analyze large and complex datasets to identify trends, test hypotheses, and develop data-driven insights
• Support damage assessments, asset valuations, market analyses, forecasting exercises, and regulatory or litigation-related evaluations
• Assist with the preparation of expert reports, presentations, exhibits, and other client deliverables
• Develop a practical understanding of industries, markets, legal claims, and business issues relevant to each engagement

Associate providing economic insights and data analyses for legal and business matters

Economic Consulting Associate

Associate role at BRG analyzing data for legal and business issues. Opportunities for skill development with support from experts.

• You'll work alongside experienced consultants and senior executives.
• Help organizations solve complex strategic, operational, financial, and organizational challenges.
• Analyze complex business challenges, develop actionable recommendations, and support implementation efforts.
• Conducting market, operational, financial, and organizational analyses to support board and executive decision-making.
• Analyzing quantitative and qualitative data to identify trends, risks, and opportunities for improvement.
• Developing presentations, reports, dashboards, and other client deliverables.
• Supporting strategic planning and business process optimization initiatives.

Associate managing consulting projects for various organizations.

Advisory Associate

Associate working with experienced consultants to help organizations with strategic, operational, and financial challenges. Engaging in analyses and delivering actionable recommendations.

• Conduct proactive, high-quality outreach to a book of providers — via email, phone, and video meetings — to check in on their practice, availability, and satisfaction with Tava.
• Maintain a consistent cadence of contact; top-retained providers in our own data are engaged roughly monthly and have been contacted dozens of times over their tenure, so persistence and follow-through matter more than any single conversation.
• Log every touchpoint, note, and outcome in HubSpot so the next conversation — yours or a teammate's — has full context.
• Run monthly availability reviews with providers to understand changes in their capacity, caseload, and openness to accepting referrals.
• Identify providers whose availability, session volume, or referral acceptance is trending down, and re-engage them before they disengage or leave.
• Support providers as they grow — scaling from solo practice to group practice, adding intern or associate clinicians, or expanding into new insurance networks and states.
• Lead feature-enablement sessions (e.g., AI Scribe, scheduling tools, billing workflows) that make providers' day-to-day easier and deepen their reliance on Tava.
• Answer or route provider questions on credentialing, insurance paneling/network coverage, and billing so providers keep momentum instead of stalling out.
• Educate providers on Tava resources, marketing support, and referral pathways available to them.
• Report bugs, service requests, and provider-reported issues to the appropriate internal Slack channels promptly and with enough detail to be actionable.
• Actively participate in team meetings, trainings, and 1:1s — sharing feedback, best practices, and lessons learned from your book of providers.
• Contribute to and help refine the team's playbooks, templates, and how-to documentation in Notion as you learn what works.

Provider Success Associate at Tava Health ensuring provider retention and engagement

Provider Success Associate

Provider Success Associate at Tava Health focused on retaining and engaging mental health providers. Proactively supports providers through relationship management on a digital platform for practice growth.

• Prepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packages and investor reporting packages
• Prepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments
• Become an expert user in the firm’s fund administration technology platform
• Assist with onboarding new clients, setting up the firm’s investors, investments, new reports, LP reporting portal, etc.
• Prepare/facilitate capital calls and distribution calculations and execute these processes in the technology platform
• Maintain and update investor data as needed
• Respond to adhoc inquiries from clients and limited partners
• Coordinate with the clients’ external auditors and tax providers to assist with the year end audits and tax return information that is needed
• Once established help to train other new/junior level staff members

Senior Associate in Fund Services + practice handling financial and operational support

Senior Associate – Fund Services Plus, Private Equity

Senior Associate in RSM's Fund Services + practice managing financial statements and operations for private equity clients. Collaborating with team to support diverse investor needs and compliance.

• Supports the planning, execution, and oversight of clinical studies throughout the study lifecycle.
• Contributes to study operations, documentation, regulatory compliance, and process improvement initiatives.
• Develop study timelines, milestones, and project tracking tools.
• Coordinate study meetings, prepare agenda, document meeting minutes, and track action items.
• Facilitate communication among cross-functional teams, investigators, and stakeholders.
• Identify and escalate routine study issues, risks, or delays as appropriate.
• Draft, update, and maintain clinical study documentation.
• Support the development, review, and completeness of study documents.
• Conduct routine clinical data reviews and support data quality activities.
• Prepare, coordinate, and track IRB submissions and related activities.
• Support updates to SOPs, work instructions, templates, and operational tools as needed.

Senior Clinical Studies Associate supporting clinical study oversight and execution at DeepHealth

Senior Clinical Studies Associate

Senior Clinical Studies Associate supporting clinical study oversight and execution at DeepHealth. Coordinating clinical study operations and ensuring regulatory compliance throughout the study lifecycle.

• Play an integral role in supporting Project DASH and Food Access priorities
• Ensure the overall health of the partner portfolio
• Manage funding programs for partners
• Build out new delivery operations for international partners
• Represent DoorDash at external events
• Develop new strategic food access partnerships and programs
• Collaborate with cross-functional teams

Senior Associate supporting Project DASH's food access initiatives at DoorDash USA

Senior Associate, Food Access

Senior Associate supporting Project DASH at DoorDash USA to broaden food access. Managing partner operations and developing new international food access programs.

• Champion clients’ litigation needs and voices
• Serve as a conduit of information to internal teams
• Lead efforts as the firm continues to add clients
• Work one on one with seasoned trial attorneys
• Complete B&F Training for onboarding and understanding of role
• Handle written discovery, research key issues of law, and understand proprietary client reporting methods
• Be involved in CLE programs and learning opportunities
• Independently take on projects and cases

Litigation Associate handling clients' litigation needs at Burns & Farrey, P.C.

Litigation Associate

Litigation Associate championing clients' litigation needs while working with seasoned attorneys. Engaging with clients and leading efforts to deliver innovative litigation solutions.

• Conduct qualitative and quantitative research on current and emerging energy technologies and practices, and how these efforts enable federal and state resilience goals.
• Synthesize findings into clear briefings, white papers, and memos.
• Analyze federal, state, and local energy policies, research reports, and utility regulatory proceedings.
• Support the analysis and development of Department of Defense (DoD) energy and climate resilience strategies.
• Assist in drafting high-quality client deliverables, including strategic reports, white papers, technical briefing decks, and project roadmaps in collaboration with senior team members.
• Provide structured support to senior team members in meeting preparation, deliverable production, and task tracking.
• Maintain organized project records.
• Participate in virtual and in-person workshop coordination, applying industry-leading event tools and techniques under the direction of senior team members.
• Assist in engaging, building, and maintaining relationships with diverse stakeholder groups, including military officials, state/local government representatives, utilities, NGOs, and private sector clean energy companies.
• Support energy and climate partnerships between private corporations, government agencies, and the national security enterprise, capturing and recording client needs during engagements.

Associate supporting national security and energy resilience consulting at Converge Strategies, LLC

Associate, Federal Policy

Associate supporting national security and energy resilience consulting at Converge Strategies, LLC. Involved in policy analysis, research, and project coordination for energy technologies.

• Interact directly with Partners on matters related to client and engagement management
• Data gathering, document review and preparation of quality of earnings reports
• Research and financial analysis of target companies
• Due diligence for both buy side, sell side, and corporate finance transactions
• Communication with clients to ensure delivery of exceptional client service

Analyst in Transaction Advisory Services delivering due diligence and advisory services

Associate – Transaction Advisory Services

Analyst in Transaction Advisory Services providing due diligence and financial analysis for varied clients. Opportunities to work with private equity, banks, and business development companies from a leading advisory firm.

Associate in Deals team providing valuation services for financial transactions

Deal Valuation – Experienced Associate

Associate in the Deals team at PwC providing valuation and financial analysis for clients' transactions. Supporting client engagement, developing skills, and building client relationships.

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