Associate

• Reconcile cash and positions with external parties and across Wall Street Office and BlackRock Aladdin systems
• Process activity in Wall Street Office and Aladdin databases
• Research and resolve bank loan cash and position discrepancies in WSO and Aladdin systems
• Provide liquidity for responsible accounts to the trading desk
• Review PNI transactions and positions between WSO and BRS
• Address cash reconciliation inquiries from internal and external parties
• Analyze differences and breaks on positions, accrued income, and cash during NAV analyses
• Liaise between administrative agent banks and custodians
• Review and maintain contract-level information and data consistency with third-party vendors
• Provide loan-related notices and documentation
• Review, request approval, and process borrowing requests
• Review unscheduled commitment reductions
• Review amortization schedules between WSO and Markit reports and address exceptions
• Handle ad hoc requests related to cash and positions data for Bank Loans

Reconciliation Senior Associate overseeing bank-loan portfolios for Guggenheim Investments

Senior Associate, Loan Services – Reconciliation

Reconciliation Senior Associate ensuring accurate cash and positions across bank-loan portfolios. Managing custodians, discrepancies, liquidity, and process improvements for Guggenheim Investments.

• Lead all aspects of onboarding for complex Pension Risk Transfer and Defined Contribution Lifetime Income transactions
• Ensure successful implementation and transition to Pacific Life platforms
• Serve as primary relationship manager for plan sponsors, consultants, prior recordkeepers, third-party administrators, and internal stakeholders
• Own and continuously improve Sales Enablement & Implementation processes, including best practices, documentation, controls, service standards, and governance
• Lead cross-functional initiatives and projects to improve implementation capabilities, operational effectiveness, scalability, and client experience
• Act as a subject matter expert and mentor by sharing knowledge, training team members, and influencing outcomes across Sales, Pricing, Operations, Compliance, and Technology
• Partner closely with approximately 10 team members and cross-functional teams

Senior implementation leader managing complex retirement transactions for Pacific Life insurance customers

Senior Implementation Associate

Senior implementation leader managing complex PRT and DCLI retirement transactions for Pacific Life, an insurance provider protecting financial futures. Improving onboarding, operations, governance, and client experience.

• Plan, perform, and coordinate inspections of agricultural loan collateral, including livestock, feed, and receivables
• Conduct on-site verification and analyze accounting records to determine collateral risks and quality
• Evaluate risks and selected borrowers in collaboration with lending and credit management
• Prepare collateral exam reports efficiently, focusing on critical areas of credit risk
• Provide subject matter expertise and guidance to customers, lenders, management, and others
• Communicate findings, issues, and recommendations in writing and verbally
• Review operational practices and collaborate across the enterprise to optimize departmental resources
• Support productivity goals while effectively communicating findings and analyzing problematic situations
• Maintain and demonstrate understanding of relevant agricultural industry issues and trends
• Promote positive working relationships and operational changes that improve customer experience
• Develop, communicate, and pursue actionable goals aligned with company and department goals
• Comply with bank policy, laws, regulations, and the BSA/AML Program
• Complete compliance training and adhere to internal procedures and controls

Agricultural collateral inspector evaluating loan risks for FNBO, a Nebraska-based bank

Senior Associate, Agriculture Inspector

Agricultural collateral inspector evaluating loan risks for FNBO, a Nebraska-based bank. Conducting inspections, accounting analysis, and reporting for agricultural borrowers.

• 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.

• Welcome members and visitors while delivering professional and friendly service
• Provide outstanding service to new and existing members and fulfill service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities as a first line of defense
• Build member relationships by engaging in conversations, identifying solutions, and making recommendations
• Respond to member inquiries about information, products/services, lending, and related topics
• Problem-solve and resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional development through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support the Wilton Branch and branches within Northwest Region #1, including Malta and both Clifton Park locations

Member Service Associate serving Broadview FCU members across Northwest Region branches

Member Service Associate

Member Service Associate serving Broadview FCU members across Northwest Region branches. Processing transactions, resolving inquiries, detecting fraud, and deepening member relationships.

• Support paid acquisition and organic growth campaigns for multimedia properties, newsletters, and new launches
• Own the quarterly business review production cycle across franchises, including pulling data, building decks, incorporating leadership feedback, and delivering on quarterly deadlines
• Coordinate with Paid, Lifecycle, Events, and Consumer Revenue stakeholders to gather performance context and keep projects on schedule
• Launch paid acquisition campaigns, test ad creative, monitor spend and key performance metrics, and optimize campaigns
• Track podcast, video, newsletter, and social audience growth through dashboards and reports
• Maintain consistent metrics and definitions as new products and channels are added
• Use data and insights to identify trends and recommend optimization and testing opportunities
• Assist with executing and measuring optimization initiatives
• Report to the Director of Audience Development

Audience development associate growing Morning Brew’s multimedia business audience

Senior Associate, Audience Development

Senior Associate growing Morning Brew’s multimedia business audience through paid acquisition and organic growth.
Owning quarterly reporting, cross-franchise performance tracking, and campaign optimization.

• 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.

• 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.

• Deliver world-class service through online platforms
• Engage with customers via chat, phone, and email throughout the online shopping journey
• Guide guests from product discovery through purchase and post-sale support
• Provide real-time customer support in a fast-paced, metrics-driven environment
• Enter, track, and update online orders
• Explain product knowledge, features, and benefits
• Resolve customer problems with empathy and efficiency
• Balance multiple chats, calls, and follow-ups while maintaining a positive service attitude
• Support omni-channel sales success
• Turn customer service interactions into sales

Online sales support associate helping customers buy furniture through chat, phone, and email

Online Chat Associate

Online sales support associate helping Bob’s Discount Furniture customers shop through chat, phone, and email.
Guiding product discovery, orders, purchases, and post-sale support in an omni-channel furniture retail environment.

• Hand stack pallets to appropriate heights
• Load and unload materials from trailers by hand
• Move pallets or materials on pallets or in crates around the distribution center
• Check loads to ensure they are secure
• Examine products to verify conformance to quality standards
• Coordinate trailer moves within the yard management system
• Accurately complete production paperwork to track progress
• Communicate regularly with the Shift Lead or On-Site Manager
• Work in extreme conditions including heat, cold, elements, and air particulate
• Repetitively bend, stoop, walk, turn, pivot, and stand for entire shifts
• Use required personal protective equipment, including eye protection, ear protection, and safety shoes
• Lift and/or move up to 10 pounds regularly and up to 70 pounds occasionally

Pallet Sorter hand-sorting pallets at Relogistics, a North American pallet management services company

Warehouse Associate – Pallet Sorter

Pallet Sorter hand-sorting and moving pallets at Relogistics, a North American pallet management services company.
Ensuring safe, accurate warehouse operations during a Tuesday–Friday second shift.

• Identify and match experts to clients for interview-based research needs.
• Communicate continuously with clients and experts to track connection progress and ensure high-quality outcomes and client satisfaction.
• Manage client research projects from understanding goals through recruiting and scheduling appropriate experts.
• Recruit experts through the internal network and external channels such as social media.
• Review professional profiles, contact potential experts, and match them to project requirements.
• Monitor client and expert interview feedback to drive successful research and maintain a high-quality, engaged expert network.
• Share client and expert insights with product and engineering teams to refine the Office Hours online platform and improve user experience.
• Create and improve processes to support better work and business growth.

Client Solutions Associate connecting organizations with expert interviewees at Office Hours

Client Solutions Associate

Client Solutions Associate connecting organizations with expert interviewees for qualitative research. Managing projects, recruiting specialists, and improving Office Hours’ expert-network platform.

• Contact courts and other data sources to conduct criminal, civil, and other record checks for employment background screening reports
• Contact courts for information beyond public indexes
• Coordinate pulling and review of physical court files
• Perform data processing, skip tracing, file retrieval, result analysis, and investigative tasks
• Update internal platforms with information gathered from courts and other sources
• Liaise with Records and other departments to complete assignments or obtain clarification
• Maintain data security and confidentiality
• Travel to and access courthouses and government facilities
• Stand for extended periods and walk variable or extended distances as required
• Navigate public spaces, security checkpoints, and crowded areas
• Carry or transport documents, files, or a laptop
• Perform other duties as assigned

Court Runner conducting courthouse record research for Accurate Background’s employment screening services

Associate 2 – Court Runner

Court Runner conducting courthouse record research for Accurate Background’s employment screening services. Retrieving files and verifying records for accurate background screening reports.

• Run client engagements from start to finish, including financial statement preparation, engagement staffing, scheduling, budgeting, planning, and administration
• Supervise, train, and mentor staff and interns on the audit process
• Assess staff performance for engagement reviews
• Maintain strong client relationships and work with client management and staff at all levels
• Collaborate with the audit team to identify and resolve client issues
• Research and analyze financial statements and audit issues using electronic databases
• Use audit software to review and compile financial information
• Engage with key client management to collect information and resolve audit-related problems
• Make recommendations for business and process improvements

Audit Senior Associate delivering benefit plan audits for Crowe, a U.S. accounting and consulting firm

Audit Senior Associate – Benefit Plan Services

Audit Senior Associate delivering benefit plan audits for Crowe, a U.S. accounting and consulting firm. Managing engagements, mentoring audit staff, and advising clients on process improvements.

• Run client engagements from start to finish, including financial statement preparation, engagement staffing, scheduling, budgeting, planning, and administrative functions
• Supervise, train, and mentor staff and interns on the audit process
• 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
• Research and analyze financial statements and audit issues using electronic databases
• Use audit software to review and compile financial information
• Engage key client management to collect information and resolve audit-related problems
• Make recommendations for business and process improvements

Audit Senior Associate auditing broker-dealer clients for Crowe, a U.S. accounting and consulting firm

Senior Audit Associate – Broker Dealer

Audit Senior Associate leading broker-dealer engagements for Crowe, a U.S. accounting and consulting firm. Supervising teams, analyzing financial statements, and resolving client audit issues.

• Run client engagements from start to finish, including financial statement preparation, engagement staffing, scheduling and budgeting, planning, and administrative functions
• Supervise, train, and mentor staff and interns on the audit process
• Assess staff performance for engagement reviews
• Maintain strong client relationships and perform audit services with client management and staff at all levels
• Work with audit teams to identify and resolve client issues
• Research and analyze financial statements and audit issues using electronic databases
• Use audit software to review and compile financial information
• Engage key client management to collect information and resolve audit-related problems
• Make recommendations for business and process improvements

Audit Senior Associate conducting public-sector audits for Crowe, a U.S. accounting and consulting firm

Senior Associate – Audit, Public Sector

Audit Senior Associate conducting public-sector audits for Crowe, a U.S. accounting and consulting firm.
Managing engagements, mentoring audit staff, and advising higher education and nonprofit clients.

• 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.

• Run client engagements from start to finish, including financial statement preparation, engagement staffing, scheduling, budgeting, planning, and administrative functions
• Supervise, train, and mentor staff and interns on the audit process
• Assess staff performance for engagement reviews
• Maintain outstanding client relationships and work with client management and staff at all levels
• Collaborate with the audit team to identify and resolve client issues
• Research and analyze financial statements and audit issues using electronic databases and audit software
• Collect information from key client management and resolve audit-related problems
• Make recommendations for business and process improvements

Audit Senior Associate leading asset management engagements at Crowe, a U.S. accounting and consulting firm

Senior Audit Associate – Asset Management

Audit Senior Associate leading asset management engagements at Crowe, a U.S. accounting and consulting firm.
Managing audits, mentoring staff, analyzing financial statements, and recommending client process improvements.

• Provide vision and strategic direction for quality academic programs and lead development, promotion, and evaluation of strategic initiatives
• Advance evidence-based nursing practices, research, scholarship, and nursing education initiatives with clinical partners
• Ensure compliance with regional, state, and specialized accreditation standards
• Guide accreditation activities, data collection, analysis, reporting, and continuous improvement efforts
• Assist faculty with development and ongoing evaluation and enhancement of nursing curricula
• Build interprofessional practice relationships and alliances as part of an online regional strategy
• Represent the School of Nursing to clinical partners, affiliates, academic conferences, professional meetings, and community activities
• Develop collaborations with policy and political agencies, Boards of Nursing, and accrediting agencies
• Support strategic planning, annual goals, budgetary processes, business-process improvements, project management, dashboards, and grant opportunities
• Conduct research and produce academic articles, presentations, and projects
• Serve on School of Nursing committees
• Supervise Department Chairs and the state board team
• Lead performance management, coaching, evaluations, professional development, workload equity, and faculty productivity monitoring
• Lead annual and long-range goal setting, resource allocation, project timelines, cross-functional initiatives, and quality improvement
• Foster communication, shared governance, collaboration, employee engagement, and a culture of diversity, equity, inclusion, respect, and psychological safety
• Report to the Dean and serve as a member of the School of Nursing leadership team

Associate Dean leading Excelsior University’s online School of Nursing strategy and accreditation

Associate Dean – School of Nursing

Associate Dean leading Excelsior University’s online School of Nursing strategy, accreditation, research, and faculty performance. Based in Albany with virtual work and monthly on-site presence.

• Provide excellent and specialized customer service by creating emotionally enriched relationships with clients
• Develop and nurture meaningful client relationships through personal connections and CRM initiatives
• Manage and drive sales by understanding client desires and creating a hand-crafted experience
• Demonstrate active leadership on the selling floor to drive individual and team objectives
• Actively promote a positive work environment through teamwork and collaboration
• Transform client experiences into magical moments by engaging in the selling ceremony
• Capture customer data in the company’s CRM database to maintain and develop relationships

Temporary Client Advisor providing specialized customer service in luxury retail

Temporary Associate

Temporary Client Advisor at Salvatore Ferragamo creating emotional connections with customers and driving sales. Responsible for delivering exceptional service in a luxury retail environment in San Francisco.

• 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.

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