Surplus Lines Tax Coordinator

by Irma Moore | Mar 8, 2024 | Uncategorized

Responsibilities

• Processing surplus lines tax transactions for all states within the deadlines set by those state entities. This includes, but is not limited to, affidavit processing, forwarding of policy to appropriate state (if required), and logging of transactions, etc.
• Assisting with filing tax reports on a monthly, quarterly, semi-annual, and annual basis; involves running of reports and verification of data to ensure accuracy of information making sure to meet all filing deadlines
• Reconciling and correcting discrepancies between the tax report and tax documentation received, including working with production teams to resolve invoicing errors
• Updating internal systems and reporting data bases with the status of the tax filing support on each transaction
• Working at the direction of the Compliance Manager to complete surplus lines state audits or inquiries – verifying transactions, documents, and filings
• Ensuring all compliance guidelines are properly followed on non-admitted transactions
• Performing other related duties as assigned

Experience Requirement

• Associate degree or equivalent combination of education and experience
• 1-year professional work experience preferred
• Knowledge of insurance industry, admitted vs. non-admitted markets, is preferred but not required
• Microsoft Office proficiency with an emphasis in Excel
• Strong math and analytical skills
• Must have exceptional attention to detail
• Ability to organize and prioritize workload to meet deadlines
• Excellent communication and interpersonal skills
• Ability to prioritize and execute tasks independently in a fast-paced environment

Accounting Specialist

by Irma Moore | Mar 8, 2024 | Uncategorized

• Prepare, process, and/or code accounts payable and accounts receivable activities on a daily basis, ensuring payment within terms, includes miscellaneous invoices and debit and credit memos.
• Reconciliation or auditing daily cash and revenue of daily, weekly, and monthly Sales
• Reconciliation and recording of revenues from various 3^rd Party or Point of Sales Systems (ie: Shopify, Stripe)
• Downloading/entry of revenues from 3^rd party applications (delivery services) or banks
• Checking the accuracy of figures and calculations, as well as verification of Cash or credit card deposits pertaining to business transactions
• Reconciling and reporting Daily Sales Report (DSR), when necessary
• Reconcile funding activity at company and store levels to verify proper third party payments
• Manage purchase order processing and invoice coding to the general ledger and ensure appropriate approval routing
• Investigate and release exception/blocked invoices
• Review all invoices for appropriate documentation and approval prior to payment
• Respond to all vendor inquiries
• Reconcile vendor statements, research and correct discrepancies
• Prioritize invoices according to discount potential and payment terms
• Process check requests
• Identify key business trends through benchmarking, KPI tracking and analysis
• Data entry and compose journal entries, verify automated journal entries from Botkeeper
• Perform bank and credit card account reconciliations
• Research and resolution of reconciling items
• Assist with month-end closing duties; serve as backup to Controller during month-end close
• Maintain fixed asset ledgers, depreciation, and reconciliation
• Post actual payroll and reverse accrued payroll on a weekly basis for all business units
• Special projects on request.
• Prepare monthly sales report by client and calculate KPIs – Prime Cost Percentage, Direct Costs,
• Regularly maintain and reconcile journal entries
• Assist in development and implementation of processes and data integrity tools
• Prepare, review, analyze, and distribute reports and data as required, identifying areas for improvement
• Run reports for analytical research through navigation of general ledger systems
• Interface with Client
• Contribute to the implementation, maintenance and adherence to internal controls and accounting procedures ensuring compliance with GAAP
• Assist in the month, quarter, and year-end closing process
• Overall day-to-day management of financial reporting accuracy and on-time processing of client information
• Bank and other balance sheet account reconciliations
• Payroll reconciliations
• Review and approval of account classifications
• Review of G/L for any missing transactions and overall accuracy
• Management of weekly “Open Items” and “To-Be-Coded” lists, supervised/reviewed by the Controller
• Supervision and management of A/R, A/P and Payroll staff
• Routing of Sales Tax and other reports for preparation within the firm
• Onboarding clients into several different systems & processes & delivery procedures

SKILLS & ABILITIES

• 3-5 years of work experience, preferable in the cloud accounting and/or QuickBooks Online space
• Prior business experience and ability to apply that experience to a wide range of client situations
• Advanced skills in specific industry verticals, such as Family Office, Private Equity, Not-for-Profit, Hospitality/Retail, Healthcare/Life Sciences, REITs, etc.
• Ability to motivate and manage remote staff
• Highly analytical individual and attention to detail
• Ability to meet objectives such as tight deadlines, special project timelines, budget, and outcomes
• Ability to manage unexpected and sometimes urgent firm or client matters as they arise
• Expertise in using either Sage Intacct and Bill.com required
• Project management skills
• Time management skills and excellent at delegation
• Unrelenting commitment to client satisfaction
• Results in selling and cross-selling to clients
• Strong problem-solving skills, basic accounting principles knowledge, documentation skills, research and resolution skills and data analysis
• On-time delivery of client transactions
• Low error rates and overall quality of work output      
• Ability to work independently in a sometimes stressful environment with extensive multi-tasking demands
• Superior ability to prioritize and focus in a high-paced, multi-tasking environment
• Learning and demonstration of evolving accounting and technology skills
• Strong interpersonal and relationship building skills
• Positive telephone, email and other communication skills as contact with clients and others will be extensive and ongoing
• Commitment to protecting client privacy, even within the firm, as appropriate
• Team Player with a positive “can-do” approach with a coaching, mentoring, training mentality
• A general and growing knowledge of firm products and services in the Digital Advisory Services, and a general knowledge of products and services in other areas of Cherry Bekaert
• Prior bookkeeping experience required that involved processing of Accounts Payable, Accounts Receivable and Payroll

Required Education and/or Experience

• BS in Accounting, MBA Preferred

Senior Compensation Specialist, Remote

by Irma Moore | Mar 8, 2024 | Uncategorized

The Senior Compensation Specialist is a key member of the People Team and will play a key role in helping build and develop Aledade’s compensation structure and philosophy. They will be responsible for  implementing and maintaining the company’s compensation programs. This position is responsible for analyzing market data, participating in compensation surveys, and providing advice and recommendations to ensure competitive and fair compensation practices. The Sr Compensation Specialist collaborates with HR Business Partners, managers, senior leaders, and across HR, to develop and administer effective compensation programs that attract, develop, and retain talent.

Primary Duties:

• Evaluate new job requests for alignment with existing roles, partnering with HR, business leaders, and HRIS as needed; determine need for new role through a review of existing library and structure; evaluate appropriate FLSA status.
• Support the development and review of job descriptions to ensure accuracy and compliance
• Conduct benchmarking, competitive market analysis, job evaluation, and internal pay for performance analyses.
• Provide analytical support and recommendations for the determination of annual merit budgets and updates to existing salary structure.
• Use analytics to monitor the effectiveness of compensation programs and policies
• Develop data visualizations, presentations, communications, and materials related to the compensation programs and processes
• Identify and participate in salary surveys, as needed; analyze results to determine the organization’s competitive positioning taking a proactive stance to market pay
• Manage the integrity of job data in the HR system to ensure employees are classified correctly and report data is accurate

Minimum Qualifications:

• 6+ years experience as a Compensation Analyst/Specialist
• Extensive experience writing accurate job descriptions and leveraging best practices to analyze and evaluate job content
• Knowledge of laws and regulations as they apply to base compensation and incentive compensation programs, company policies, and operations
• Strong analytical skills and ability to interpret and communicate data

Enterprise Account Executive (Denver, CO)

by Irma Moore | Mar 8, 2024 | Uncategorized

What you’ll do

Cloudflare is looking for highly motivated Enterprise Account Executives seeking a role with the opportunity to help build a GTM working with some of the largest companies in North America. This position will manage a focused set of ~20-30 accounts with $1B -$25B in annual revenues. The Enterprise Account team will shape and lead Cloudflare’s Go To Market.

We will leverage the strength of all Cloudflare functions to become a strategic partner to our customers and their digital transformation efforts. Our product and services and our methods of engagement will differentiate and delight our customers.

The AE will interact with both C-level clients and senior technical decision makers, utilizing Cloudflare solutions and resources to drive a business partnership focused on joint success with our customers.  Success requires consultative, solutions-oriented sales, and customer service skills in addition to intense personal energy and focused activity. A critical factor of achievement in this role is the ability and desire to focus and lead an internal group of constituents to bring their skillset to bear to build solutions and exponentially grow revenue. The AE must be expert in identifying business opportunities with customers, developing Enterprise Account Plans, driving execution across functional stakeholders, and closing revenue. The Enterprise Account Executive should be comfortable engaging in business level outcome conversations with the C-suite, presenting Cloudflare’s vision and plan for value creation to all levels, and negotiating win-win scenarios for all parties. The AE will be accountable to obtaining new business and expansion of Cloudflare wallet-share within existing customers. The role involves handling multiple accounts and will require high degrees of attention to detail and coordination with customers, partners, and internal resources. Lastly, the AE should thrive in an entrepreneurial environment where initiative is celebrated and enthusiasm for the possible is expected.

Enterprise Account Team Core Values:

Be Successful – Success comes from hitting your goals on a consistent basis. Have a plan for “how” you’ll hit your goals and evaluate often; that way you always know where you stand. Be in a position and ready to demonstrate your plan for success.

Provide Customers with a Premium Business Experience – Solutions, Empathy, Proactiveness, Anticipation of needs, Company Support, Creativity, and Urgency to Deliver Value are core principles of a Cloudflare Strategic Account Experience. Give your customers a level of service that is unmatched in the industry.

Be Brilliant in the Basics – The hallmark of a high performance team is their willingness to commit to Brilliance in the Basics in all aspects of their roles. Forecasting, SFDC Disciplines, Pipeline Management, Account Engagement, Negotiation, Closing, and Depth of Cloudflare Knowledge are the basic skills that make a Strategic Account Executive successful.

Make Bold Decisions – Operating with the largest companies in the world is a “game of inches”. Often the Enterprise Account Executive will have to make strategic decisions on engagement, terms, and support. These decisions should be made by the AE who is closest to the issue and most affected by it. Top down management of accounts is outdated because of the speed of today’s business. If execution presents risk, Seek the advice of leaders when and where you need it.

Teammate – We are all individually accountable to our goals, but we operate as a team. No one person has all the answers, but collectively the knowledge, experience, and acumen of the team is deep. Be the person who actively seeks to assist the team, shares knowledge, and extends your personal network. We are successful when we are all overachieving as a group.

Product Manager – IP Address Management and Egress

by Irma Moore | Mar 8, 2024 | Uncategorized

About the Department

As a Product Manager at Cloudflare, you are responsible for building products that improve the way that the Internet works. Product Managers at Cloudflare sit at the intersection of software development, design, and business strategy. We shape high-level product goals but also get our hands dirty. On an average day, you might pitch a concept to senior leadership, create a launch plan with marketing, work with designers to conduct user research, prototype a new feature, iterate on a spec, analyze usage data, and pair with an engineer on implementation. We have ultimate responsibility for understanding our client needs, influencing business strategy, feature specification, and working with engineering to develop our software.

About the Role

We are hiring a PM to help build products that make companies love their corporate network.

Cloudflare provides a full stack of networking-as-a-service products that allow customers to build and operate secure, reliable, and fast networks without purchasing traditional network hardware. Cloudflare’s network underpins mission-critical infrastructure, always-on applications, small businesses, and everything in between. Our customers rely on the performance, security, reliability, and visibility provided by our network to power their business. 

We’re looking for a PM who can define the vision for the next generation of our network services products, and help own and ship major new products in this space.  As Product Manager for Network Services, your job will be to:

• Ensure customers are able to build simple (or extremely complex!) network topologies on Cloudflare and make changes quickly as their network evolves, using the tools of their choice.
• Understand how customers think about network reliability. Understand how the Internet and networks break. Build features to make customers happy even when the Internet is sad.
• Think through how to make a great, easy-to-use product that customers love, and drive the full product life cycle from core user needs discovery through to pricing and packaging. Ship continuous software and process improvements to support your products’ sustained growth. 

What You’ll Do

As a member of the growing team of product managers your responsibilities include:

• Own the product vision for your area. Ensure that it aligns with the overall product and company vision.
• Represent the customer. Be the champion and voice of customers. Build intimate, personal customer relationships. Bring the customer’s voice into the creation process.
• Manage the roadmap. Make tough tactical prioritization decisions while helping the company think long-term. Build trust with stakeholders by maintaining an understandable, accurate roadmap.
• Author use cases and prioritize requirements. Translate market observations and customer feedback into a prioritized product backlog. Author use cases based on specific real-world product applications and extrapolate detailed product requirements for the scenarios.
• Collaborate across teams. We win or lose as a team. Product managers play a critical role in creating alignment between engineering teams and other stakeholders. A collaborative attitude is essential to the job.
• Measure success. Own the measures used to define success for your product. Success measures must be defined at the inception of a product and tracked throughout its lifecycle. Make measures visible to all stakeholders and interpret them into actionable conclusions and new hypotheses.
• Develop new opportunities. With your finger on the pulse of the market, the customers and the engineering teams, you are uniquely positioned to bring new products to market that solve real customer problems. 

Examples of desirable skills, knowledge and experience

You are entrepreneurial-minded and thrive in a fast-paced and goal-driven environment. You have outstanding communication and collaboration skills and are able to work with a diverse group, get consensus, and drive the product forward. You are execution focused and emphasize getting things done while paying attention to important details. You have several years of experience working with enterprise, SaaS, or security technologies. You have a passion for building SaaS products and want to solve the problems of performance, security, and reliability of the Internet.   

• 3+ years of product management or equivalent experience with demonstrated ability to discover opportunities, and then define and deliver products.
• Exceptional communication, presentation, organizational, and analytical skills.
• Demonstrated ability to lead, drive consensus, and deliver in a matrix organization with multiple stakeholders.
• Must be able to define and manage complex process and/or product issues of a broad scope using independent judgment.
• Experience balancing execution, agility, and culture at a fast growing business.
• Strong technical abilities. You are intimately familiar with modern software development practices used to build and deploy applications and data systems. You’ve preferably been working full time on a software delivery team.
• Deep customer and stakeholder empathy. You must be not only the voice of the customer, but at various times the voice of marketing, finance, engineering, support and ops. You must be able to channel many points of view.
• Experience working with data analysis at scale. An understanding of how to make big data small.