Consultant

• Sells international and domestic travel packages including cruises, land packages, travel itineraries, air, car, and hotel
• Shares knowledge and expertise from personal experiences and/or education study trips
• Develops long-standing relationships with our members and builds referral and repeat business
• Makes appropriate recommendations to ensure the trip experience is more than expected and tailored to the member's expectations
• Cross-sell relevant products to enhance the trip experience, such as AAA Member Rewards Credit Card, and identify theft referrals
• Successful completion of evaluations may result in continued growth opportunities to expand into leadership as a manager

Travel 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.

• Provide maintenance support across Basecamp platforms, including troubleshooting and issue resolution
• Own and manage escalations end-to-end, ensuring timely resolution and clear status communication
• Partner with technology and business stakeholders to address system and data-related issues
• Support stale action plan closure activities
• Manage escalations and access requests
• Perform backend updates, including table maintenance and uploader/DCT processes
• Remediate DCIM-related issues
• Conduct User Acceptance Testing (UAT) for Appian/Angular applications
• Maintain and update alerts within the Basecamp portal
• Manage portal access requests and permissions
• Maintain link inventories and ensure accuracy of resources
• Add and update links, reports, and resources within the portal
• Confirm alignment with ODIN standards
• Process reporting access requests
• Investigate and escalate data issues
• Perform quality monitoring and data validation activities
• Conduct daily report validation for APRE/LED reporting outputs
• Support access requests and onboarding
• Perform survey updates and configuration changes
• Own and manage escalations related to tool functionality

Customer Segment Consultant I

• Design, implement, and manage end-to-end integrations between Oracle EPM Cloud applications and various source/target systems;
• Define and manage data mappings, transformations, and validations to ensure accurate and consistent data movement;
• Automate integration tasks using EPM Automate scripts, batch files, and REST API’s;
• Monitor integration jobs, analyze logs, and resolve errors or data issues promptly;
• Collaborate with business and technical teams to define integration specifications and ensure alignment with enterprise architecture standards;
• Identify blockers, dependencies, risks and proactively communicate status to all project stakeholders;
• Document integration designs, configurations, and runbooks for operational transparency;
• Demonstrate strong prioritization, sense of ownership, and focus skills with multitasking and competing priorities and know how to make the right trade-offs.

Oracle Cloud EPM Data Integration Consultant

• Manage caseload for both nonimmigrant and immigrant /green card matters
• o Management and triage of shared immigration mailbox
• o Independently address or route appropriately employee and business issues/ inquiries related to US, Canada and LatAm immigration
• o Track work accordingly and exercise good judgement when escalating matters
• Other ad hoc immigration issues, as necessary (e.g., initiations with immigration law firm vendor, employment verification requests from former employees, etc.)
• Policy/process documentation (e.g., employee FAQs and waivers, immigration resources for HCM, standardized communications)
• Collecting, updating, and distributing data within reports to ensure accuracy and timeliness
• Data validation on immigration support documentation, facilitating client signatures, issuing (and in some circumstances) drafting documentation
• Assist Immigration Program Manager with several cyclical immigration-related projects (e.g., annual H-1B visa lottery), when applicable
• Collaborate with other members of the Global Mobility team on immigration considerations
• Other ad hoc duties as assigned

Consultant, Relocation

• Responsible for small to mid-size provider recruitment and contracting activities for physicians, physician groups and facilities.
• Develop and negotiate contracts.
• Develop and maintain relationships with providers.
• Ensure strategic coverage for assigned territory.
• Responsible for education of providers and for ongoing provider service.
• May be responsible for or assist with contracting or supporting services large or complex groups/facilities.
• Coordinating and negotiating Single Case Agreements (SCAs).

Senior Network Management Consultant

• As a Loan Support Consultant within Special Servicing, you serve as the primary liaison for coordinating requests from external parties regarding defaulted loans.
• Your responsibilities include reviewing and processing complex Commercial Real Estate (CRE) servicing requests—such as payments, disbursements, and other related activities—while ensuring full compliance with regulatory requirements.
• You play a critical role in mitigating risk, resolving payment discrepancies, and addressing various loan servicing inquiries.
• Additionally, you maintain accurate loan records, execute loan maintenance transactions, and contribute to the preparation of management reports.
• Your role also involves supporting special projects focused on process improvement and enhancing departmental efficiency.

Loan Support Consultant – Special Servicing

• Administers 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
• Participates and or leads communications with bank group members and third parties including the OCC, Credit Risk Review, and Internal Audit
• Works with internal business partners on negotiations and documentation to mitigate risk
• May mentor peers
• May participate in regulatory discussions

Senior Commercial Asset Consultant

• Lead customer onboarding engagements in alignment with defined delivery frameworks, timelines, and scope
• Configure SaaS applications based on documented customer requirements and established best practices
• Guide customers through setup, validation, and go-live readiness activities
• Identify onboarding risks, dependencies, and issues; escalate appropriately to maintain delivery momentum
• Deliver end-user and administrator training to support successful adoption
• Provide onboarding guidance, best practices, and product usage recommendations
• Ensure customers are prepared for transition to Customer Success or Support teams
• Maintain accurate onboarding documentation, configuration records, and customer artifacts
• Track progress against milestones, timelines, and success criteria
• Collaborate with Project or Engagement Managers to support planning, coordination, and status reporting
• Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency
• Use data, dashboards, and AI-supported insights to monitor onboarding health and identify risks early
• Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery

Onboarding Consultant

• Extract, validate, and reconcile historical financial data from NetSuite
• Ensure consistency between NetSuite reporting structure and budget framework
• Identify and resolve inconsistencies across locations or account usage
• Standardize financial data across departments and locations
• Clean and structure datasets for use in budgeting and reporting
• Reconcile all consolidated data back to NetSuite architecture
• Maintain a clean, auditable dataset throughout the budgeting process
• Build and manage budget input templates for department leaders
• Pre-populate templates with historical data and relevant context
• Ensure templates are simple, consistent, and easy to use for non-finance stakeholders
• Consolidate submitted inputs into a standardized format for use in the core model
• Track and manage input submissions across departments
• Follow up with stakeholders to ensure timely and complete inputs
• Support iteration cycles by updating and consolidating revised inputs
• Help maintain organization and version control across multiple workstreams

FP & A Consultant – Temporary

• proactively contacts the organization's clients to introduce advisory products and services
• works in partnership with the organization's advice partners to reach out to clients
• reviews client financials to understand their risks and opportunities to recommend the right products and services

Client Outreach Consultant

• Lead and execute complex analysis of commodity or power markets and project economics, while leveraging our industry research and expertise.
• Build and present compelling presentations conveying key messages and recommendations concisely for a senior audience.
• Collaborate and work cohesively with project teams under the guidance of a project manager/director.
• Train and coach junior team members on day-to-day consulting tasks and ensuring successful project delivery.
• Build and leverage a thorough and current understanding of energy markets and energy transition themes, and be able to effectively discuss recent events and implications with clients and colleagues.

Senior Consultant

• Design, Test, Train, Implement, and Support customizations in Dynamics BC for new and existing customers
• Provide support to reconcile and fix Dynamics BC data, as required
• Identify software or service opportunities including training, modules, business process consulting, and development
• Document and communicate issues, risks, and changes within internal CRM and project management software
• Coordinate application updates, hotfixes, and upgrades for existing customers
• Backup role for Application Support Desk and escalated support issues
• Assist with creating and maintenance of internal and external product training curriculums and documentation
• Participate in periodic online training classes held for hosted clients
• Assist Centre Developers in testing and rollout of new customizations and products
• Maintain a billing utilization rate of 75% or greater

Business Central Consultant

• Evaluate client needs and recommend project approaches and strategies
• Understand and apply concepts from 2 CFR 200, executive orders (EO’s), OMB memoranda, etc across the grant lifecycle
• Assist in the review of funding requests and development of competitive grant applications
• Provide grants monitoring and oversight, including recipient and subrecipient monitoring per 2 CFR 200
• Review and analyze grantee budgets for reasonableness and allowability of costs
• Support clients in navigating award terms, amendment requests, grant closeout, and compliance requirements
• Guide clients through pre-award, post-award, and closeout phases of the grants lifecycle
• Interpret federal and state grant regulations, including ARPA, BIA, DHHS, IHS, IIJA, and DHHS programs
• Prepare client deliverables and ensure the quality, timeliness, and accuracy of work
• Support internal process improvement and knowledge sharing
• Build and maintain trusted relationships with internal teams and client contacts
• Provide specialized guidance to tribal, healthcare, and nonprofit clients in aligning funding opportunities with strategic goals

Senior Consultant – Grants Management, Government Sector Services Advisory

• Support CDBG-DR consulting engagements, including planning, execution, and delivery
• Support clients in maintaining compliance with the Universal Notice, Stafford Act, 24 CFR 570, 2 CFR 200, and other applicable regulations
• Support clients in designing and implementing disaster recovery programs that meet all eligibility requirements
• Draft and/or evaluate grantee Action Plan Amendments to ensure compliance with CDBG-DR regulations
• Develop policies and procedures that comply with all relevant regulations and the grantee’s Action Plan
• Ensure timely and accurate development of all client deliverables
• Actively engage in business development activities such as participating at conferences and responding to request for proposals

Senior Consultant – CDBG-DR

• Lead full-cycle NetSuite ERP implementations for manufacturing clients, with a focus on Advanced Manufacturing.
• Translate business and manufacturing needs into effective NetSuite solutions and system designs.
• Configure and optimize NetSuite modules, including Advanced Manufacturing, WIP, BOMs, MRP, Inventory, and Financials.
• Manage system setup, data migration, testing, deployment, and ongoing system support.
• Serve as a trusted advisor by guiding best practices, training users, resolving issues, and collaborating with internal teams.

Senior NetSuite Consultant – Advanced Manufacturing

• Lead or support the full stop-loss placement process: data collection, market submissions, quote analysis, and recommendation.
• Negotiate stop-loss contracts and renewals directly with carriers to ensure optimal pricing, terms, and coverage structures.
• Serve as a stop-loss lead on new business opportunities and client transitions from fully insured to self-funded arrangements.
• Oversee the stop-loss implementation process in coordination with TPAs and carrier partners, ensuring policies are issued accurately and on time.
• Review and reconcile contracts, disclosures, ASO provisions, and reimbursement terms for alignment and accuracy.
• Monitor large claims activity and work closely with TPAs and carriers to support timely reimbursement submissions and payments.
• Manage a portion of the stop-loss book, including strategic guidance on renewals, plan design, captives, lasers, and risk mitigation strategies.
• Help direct and manage workflow for junior team members or peers as assigned, ensuring timely, accurate delivery of client work.
• Contribute to the development of standardized templates, reporting tools, and documentation procedures to improve efficiency and scale.

Senior Stop Loss Consultant

• Ensure the regulatory compliance of team assigned fund and advisory clients’ marketing materials for ACA’s most complex clients
• Use independent judgment to ensure client materials comply with regulatory requirements
• Work with multiple groups within other departments, clients, and regulatory agencies
• Review and approve investment company and/or private placement material to ensure compliance
• Escalate client issues to Senior Principal Consultant
• Interact with ACA clients, regulatory contacts, and staff concerning advertising review matters
• Monitor compliance and stay current on regulations
• Train client staff as appropriate
• Ensure team processes workflow in a timely manner to meet service levels
• Participate in client onboarding meetings

Consultant, MR-Distributor

• Gather clinical information and apply appropriate clinical criteria, guidelines, policies, and procedures
• Communicate with providers and other parties to facilitate care and treatment
• Identify members for referral opportunities to integrate with other products, services, or benefit programs
• Identify opportunities to promote quality and effectiveness of healthcare services and benefit utilization
• Consult and lend expertise to internal and external constituents in coordination and administration of utilization management function
• Meet productivity and quality expectations as established by UMNC

Utilization Management Nurse Consultant – Weekend

• Collaborating with the Chief Medical Officer and Vice President of Clinical Consulting to develop and execute strategies to help mid-market clients control health care costs, improve health outcomes and promote employee engagement through analytic-based state of the art innovations.
• Consulting with self-funded employers, as well as supporting the development and growth of our clinical consulting capabilities.
• Performing project-defined healthcare data analysis, strategic analysis and clinical consulting from a clinical and population health perspective.
• Participating in initiatives related to our PATH team.

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