Consultant

• Act as an extension of the client’s human resources department to administer all aspects of the leave of absence and accommodation process for their employees.
• Complete all administrative tasks related to leave of absence and accommodation management utilizing a date-driven leave of absence system.
• Execute new leave requests, complete reminder phone calls, emails, and return to work communication.
• Determine eligibility for federal leave of absence and accommodation regulations (FMLA, ADA, etc.), state leave regulations, and other client-specific leave policies.
• Maintain accurate records in the system for each leave of absence and accommodation case.
• Communicate with employees about their eligibility for leave and wage replacement options.
• Generate and send all required leave notices and paperwork within the designated timeframe.
• Work closely with the employee to assist with timely return of required paperwork.
• Review medical certifications and other documentation to determine if employee qualifies for leave.
• Generate and send designation notices to employees within the appropriate time frame.
• Provide frequent updates to clients regarding an employee’s leave request, status, and return to work dates.
• Act in an advisory role for reasonable accommodations under ADA and process approvals per the client’s direction.
• Help clients navigate complicated leave of absence cases and regulations.
• Generate weekly and ad-hoc reports for clients and employees.

• Translate business requirements into Dealer Management System (DMS) configurations or enhancements
• Act as the client’s point of contact during deployment and provide post-go-live support (hypercare)
• Work to understand business processes and possible improvements and be the liaison between business stakeholders and development team.
• Apply business process and system expertise to bring forth leading practices in Auto Dealerships
• Provide product training to dealer staff across departments (sales, service, parts, accounting)
• Manage and execute test plan activities, including requirements-based test plans to assess the quality of digital project deliverables, and facilitation of user acceptance testing
• Support robust change management programs to increase adoption for our clients
• Partner with project managers to identify project risk and issues. Work together to collaboratively develop and articulate mitigate strategies
• Participate in the development and deployment of implementation methodologies, trainings and toolkits through internal initiatives
• Support the growth and development of team members and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Invest in your professional development individually and through participation in firm wide learning and development programs.

Senior Consultant, Tekion Implementation

• Manage end-to-end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks.
• Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions.
• Utilize Aladdin Front Office tools—including OMS, pre-trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real-time positions.
• Leverage Aladdin post-trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues.
• Identify and escalate operational risks early, communicating effectively with Trading, Post-Trade Operations, and external counterparties.

Front Office Consultant

• Responsible for all sales activities promoting the full breadth of U.S. Bancorp Asset Management (USBAM) capabilities to institutional prospects, clients, bank partners, and other external centers of influence within an assigned geographic territory.
• Work closely with portfolio managers, client service staff, marketing and product teams to drive revenue growth.
• Responsible for both the Relationship Management and Sales roles covering a broad range of responsibilities.
• Responsible for acquiring new business and servicing existing accounts.
• Possesses in-depth knowledge of the firm’s products and services.

Senior Managing Consultant

• Administers mid-level-risk to large-level-risk transactions for clients with the goal of minimizing losses and optimizing resolutions
• Gathers financial data, prepares analysis and develops workout strategy and alternatives for a portfolio
• Reviews relevant documents and transaction deal structure
• Negotiates workout options with customers to reduce risks and losses
• Works with internal and external business partners and borrowers to better secure collateral coverage
• Adheres to established policies, procedures and regulations
• Evaluates an asset or the customer's cash flow, balance sheet, long-term business plans and other relevant financial information
• Works with internal and external business partners on negotiations and documentation to mitigate risk
• May mentor peers

Commercial Asset Consultant

• Provide strategic guidance and communication in support of Brevant® Seeds initiatives, including those defined within the Owner's Manual
• Develop processes and influence organizational behavior in areas such as recruitment alignment and business execution
• Influence seller behavior related to segmentation, business planning, and account blueprints
• Serve as the subject matter expert on market insights, identifying opportunities for growth and competitive advantage
• Deliver competitive intelligence to inform strategic and tactical decisions across the business
• Lead strategic account engagement through face-to-face market insight sharing and joint planning
• Act as the primary external resource for market insights and sales training with retail partners
• Promote consistent standards of business quality and professional development across the team
• Analyze and present GPOS and related data sets to internal and external audiences
• Translate data into clear, actionable recommendations that support sound business decisions
• Equip account managers with the data and insights required to enhance effectiveness and efficiency
• Bridge market intelligence, account strategy, and field execution

Strategic Business Consultant

• Serve as Interim Controller, overseeing financial operations
• Manage accounting functions, transactions, and month-end closings
• Prepare and analyze financial statements, budgets, and forecasts
• Implement and monitor internal controls for regulatory compliance
• Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations)

Project Consultant

• Lead end-to-end consulting engagements, ensuring delivery excellence
• Build and manage relationships with senior client stakeholders
• Develop and present strategic recommendations and insights
• Oversee project teams and mentor junior consultants

Senior Consultant

• Act as a critical bridge between business strategy and technical execution.
• Lead complex ERP and workflow optimizations for operational efficiency.
• Collaborate with Functional Consultants to ensure technical requirements are met.
• Design, develop, test, and deploy high-performance custom scripts using SQL and C#.
• Serve as a senior technical resource for SalesPad for GP suite integrating with Dynamics GP.
• Collaborate with client stakeholders to construct and refine operational workflows.
• Identify, analyze, and mitigate technical risks throughout project lifecycle.
• Act as an internal technical authority and trusted advisor to implementation teams.

Senior Technical Consultant

• Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner
• Engage with consumers, determine their needs, and offer the appropriate products
• Manage a loan pipeline from application to closing, collaborating with underwriting, processing, and other teams
• Obtain all necessary information to close the loan in a timely manner
• Ensure adherence to federal and state lending regulations
• Provide superior customer service
• Meet individual monthly sales goals
• Stay informed of developing trends in the mortgage industry
• Maintain compliance with the Newrez Code of Conduct
• Performs related duties as assigned by management.

Mortgage Consultant – Outbound Team

• Provide comprehensive compensation consulting services and develop, implement, and/or administer compensation programs
• Provide subject matter expertise and serve as a market expert regarding specific client market compensation issues
• Conduct job evaluations; analyze job responsibilities, activities, duties, requirements, and organizational structure and recommend internal job placement in the appropriate level, title, and FLSA classification
• Conduct market pricing, peer group selection, survey analyses, interpreting salary data, financial modeling, and special research projects
• Analyze data to determine the appropriate salary level and job title for existing and proposed positions
• Identify complex job matching and data issues and proactively consult with clients and key associates to determine the appropriate course of action
• Assist with more complex report and proposal writing related to describing and summarizing project objectives, methodologies, analysis and results, and proof for accuracy

Compensation Consultant

• Manage projects for complex client engagements, including execution of service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies.
• Execute sophisticated benefits design and renewal strategies and drive the development of tools and solutions to address complex client issues.
• Project manage the scope of services provided to the client and set roles/responsibilities within the client team.
• Effectively communicate Mercer's position on the latest industry trends to clients.
• Be accountable for revenue/profitability for client accounts and projects.
• Monitor the success of projects in terms of scope, budget, timeliness, and client satisfaction.
• Assist with setting strategic direction and create demand for new products/services in the marketplace.
• Manage and participate in new business opportunities with sales channel partners.

Senior Health & Benefits Consultant

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools
• Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field
• Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context
• Client engagement: Build trust on every call
• Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client
• Payment collection: Collect payment from clients over the phone using Daisy payment links
• DaisyCare / membership enrollment: Sign clients up for ongoing support programs
• Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact
• Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context
• Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales

Tech Support Consultant

• Provide technical support during strategic pre-sales engagements
• Be an expert in digital engineering
• Lead and contribute to client meetings and pre-sales workshops
• Deliver consulting microservices to global clients
• Communicate with the product team
• Create technical documentation
• Support integrations with complementary tools

Digital Twin Technical Consultant

• Reviewing and approving high-volume supervision items, including non-cash compensation (credit cards, check requests) and Logoed related orders
• Monitoring gift & entertainment activity for policy, strategic firm and regulatory compliance
• Conducting surveillance of email, text, and social media communications
• Responding to field inquiries and providing clear, practical supervision guidance
• Conducting annual interviews and training sessions with registered representatives
• Identifying and escalating potential risks, applying sound, business-aware judgment
• Contributing to or lead SME areas (e.g., NCC, communications, marketing, registration, complaints)
• Partnering with Compliance (2nd line) and Field Assurance (3rd line) to ensure effective oversight
• Delivering fast, accurate supervision in a high-volume environment
• Identifying risks early without slowing down business
• Building expertise in key areas and improving consistency and quality across reviews

Supervisory Principal Consultant

• Answer calls and emails promptly from clients who are requesting new travel arrangements or changes to existing itineraries.
• Utilize Sabre to book and issue airline, hotel, car, and other reservations, accurately and efficiently.
• Maintain sufficient account knowledge to assist clients without delay.
• Check queues daily to ensure accuracy and that all issued tickets are complete.
• Maintain service non-stop programs such as preferred vendors, Waiver/Favors, RezCritiques, and Vacation Referrals.
• Provide travel expertise to clients.
• Send quotes for international travel; break rules down to see if there are restrictions or are non-refundable, understand open skies and FAA rules.
• Meet KPIs as outlined by management (e.g., productivity, transactions, etc.), including maintaining consistent attendance and adherence to the schedule.
• Communicate with airlines on flight changes, seating, and upgrades and provide updates to the client as needed.
• Follow ADTRAV policies, procedures, and approved workflows on how to service travelers.
• Provide excellent customer service in every interaction with travelers. Show empathy and be able to identify and solve traveler issues.
• Communicate effectively with other agents and employees to solve problems, gather information, and service travelers.
• Become knowledgeable in ADTRAV's industry and customer base.
• Participate in ongoing training to continuously build knowledge and skills in the industry.
• Represent ADTRAV by embracing the company values and maintaining effective working relationships with employees, partners, vendors, and clients.
• Adhere to company policies and procedures.
• Other duties as assigned.

Travel Consultant – Corporate International/Complex

Travel Consultant – After Hours/Evenings/Weekends

• Drive strategic growth for ERM’s air quality services.
• Lead high-value projects that shape environmental compliance and climate adaptation.
• Build lasting client relationships and deliver innovative solutions that exceed expectations.
• Mentor and inspire the next generation of air quality professionals.
• Develop and execute strategic market plans to grow ERM’s air quality services.
• Lead complex air permitting and compliance programs for industrial clients.
• Serve as a trusted advisor, ensuring clients maintain maximum operating flexibility.
• Manage project deliverables, budgets, and schedules with precision.
• Expand ERM’s profile through technical excellence and business development.
• Mentor junior and mid-level staff, fostering technical and leadership growth.
• Collaborate globally to deliver innovative air quality solutions.
• Support cross-selling of ERM’s broader service offerings.

Principal Consultant, Air Quality

• Drive strategic growth for ERM’s air quality services
• Lead high-value projects that shape environmental compliance and climate adaptation
• Build lasting client relationships and deliver innovative solutions that exceed expectations
• Mentor and inspire the next generation of air quality professionals
• Develop and execute strategic market plans to grow ERM’s air quality services
• Lead complex air permitting and compliance programs for industrial clients
• Serve as a trusted advisor, ensuring clients maintain maximum operating flexibility
• Manage project deliverables, budgets, and schedules with precision
• Expand ERM’s profile through technical excellence and business development
• Mentor junior and mid-level staff, fostering technical and leadership growth
• Collaborate globally to deliver innovative air quality solutions
• Support cross-selling of ERM’s broader service offerings

• Lead the design, commercialization, and successful realization of energy solutions across utility and public-sector programs.
• Develop high-quality, client-specific solutions during the sales and proposal process.
• Ensure those solutions are executable, scalable, and deliver measurable outcomes in the market.
• Operate as a strategic leader, solution architect, and practice builder, influencing program design across geographies.
• Define and standardize solution design methodologies, frameworks, and best practices across the organization.
• Mentor and develop junior consultants and team members, strengthening internal consulting capabilities.

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Commercial Asset Consultant

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Project Consultant

Senior Consultant

Senior Technical Consultant

Mortgage Consultant – Outbound Team

Compensation Consultant

Senior Health & Benefits Consultant

Tech Support Consultant

Digital Twin Technical Consultant

Supervisory Principal Consultant

Travel Consultant – Corporate International/Complex

Travel Consultant – After Hours/Evenings/Weekends

Principal Consultant, Air Quality

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