What Is Transdev Services Jobs in Usa
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S
Guest Relations/Customer Service Team
Salary not disclosed
Overview:
For more than 55 years, Six Flags has entertained millions of families with world-class coasters, themed rides, thrilling water parks and unique attractions. With a culture built on safety, service, fun and friendliness, integrity, innovation, and results orientation, our mission at Six Flags New England is to create fun and thrills for all ages.
Pay Starting at $15.75/Hour
Responsibilities:
* Talking with guests and addressing questions and concerns regarding park policies and procedures
* Resolving guest complaints in a friendly and professional manner
* Assisting guests with lost or misplaced season passes and operating the Six Flags Season Pass database
* Completing all required paperwork accurately
* Providing local area information and directions to guests
* Assisting with VIP Tours
* Enforcing all Six Flags New England policies
* Assisting in other areas of the Admissions department, including ticket taking, ticket selling, season pass processing, and toll operations
* Performing other incidental and related duties as required and assigned
Qualifications:
* Strong written and verbal communication skill in English
* Analytical problem-solving skills
* Positive attitude
* Superior phone etiquette
* Ability to work independently with little supervision
* Proficiency in computer skills including but not limited to Microsoft Office Programs and ability to learn new computer systems quickly
* Sense of fun!
* Willing to work in a high performance team environment
* Willing to work a flexible schedule, including evenings, weekends, and holidays
* Able to meet the physical demands of the job, with or without reasonable accommodations, including walking long distances, standing for long periods of time, lifting, working at heights, etc.
* Able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* 18 years old or older
For more than 55 years, Six Flags has entertained millions of families with world-class coasters, themed rides, thrilling water parks and unique attractions. With a culture built on safety, service, fun and friendliness, integrity, innovation, and results orientation, our mission at Six Flags New England is to create fun and thrills for all ages.
Pay Starting at $15.75/Hour
Responsibilities:
* Talking with guests and addressing questions and concerns regarding park policies and procedures
* Resolving guest complaints in a friendly and professional manner
* Assisting guests with lost or misplaced season passes and operating the Six Flags Season Pass database
* Completing all required paperwork accurately
* Providing local area information and directions to guests
* Assisting with VIP Tours
* Enforcing all Six Flags New England policies
* Assisting in other areas of the Admissions department, including ticket taking, ticket selling, season pass processing, and toll operations
* Performing other incidental and related duties as required and assigned
Qualifications:
* Strong written and verbal communication skill in English
* Analytical problem-solving skills
* Positive attitude
* Superior phone etiquette
* Ability to work independently with little supervision
* Proficiency in computer skills including but not limited to Microsoft Office Programs and ability to learn new computer systems quickly
* Sense of fun!
* Willing to work in a high performance team environment
* Willing to work a flexible schedule, including evenings, weekends, and holidays
* Able to meet the physical demands of the job, with or without reasonable accommodations, including walking long distances, standing for long periods of time, lifting, working at heights, etc.
* Able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* 18 years old or older
temporary
S
Park Services Team Member - up to $9.50/hr.
Salary not disclosed
Overview:
This position is responsible for upholding the cleanliness standards of Six Flags, delivering a superior guest experience, and enforcing all park policies and procedures.
What's In It For You
* Get Paid Daily!
* Free tickets for your family & friends!
* Promotion opportunities!
* Diverse working environment
* Scholarship opportunities!
* Exclusive employee parties, events, giveaways, discounts, and more!
* Free access to Atlanta area attractions and other regional theme parks!
* Job and Career Building Skills
* Flexible scheduling
Responsibilities:
* Removing trash, cigarette butts, debris, and graffiti, both behind the scenes and in Guest's view in order to maintain a clean and safe work environment.
* Sweeping Park streets, walkways, and attraction areas with broom and dustpan while continuously walking your assigned section.
* Hosing down back areas and patios when necessary.
* Wiping down all trash receptacles, tabletops and counters in assigned section.
* Giving guest directions if needed and answering any question.
* Removing and replacing new partially filled liners inside trash receptacles.
* Transporting trash from the trashcans to the park compactor areas and separating materials as necessary to adhere with park recycling rules.
* Preparing restrooms for park opening each day.
* Cleaning up bio spills using appropriate materials.
* Enforcing all Six Flags policies.
* Assisting in other areas of the Park Services department.
* Performing other incidental and related duties as required and assigned.
Pay Rate: $7.50-$9.50/hr.
Qualifications:
* Must be at least 15 years of age
* Be able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* Ability to complete tasks with little supervision and work independently
* Can handle multiple tasks at once with efficient use of time
* Standing and walking for an extended amount of time.
* May be required to lift up 50 lbs.
This position is responsible for upholding the cleanliness standards of Six Flags, delivering a superior guest experience, and enforcing all park policies and procedures.
What's In It For You
* Get Paid Daily!
* Free tickets for your family & friends!
* Promotion opportunities!
* Diverse working environment
* Scholarship opportunities!
* Exclusive employee parties, events, giveaways, discounts, and more!
* Free access to Atlanta area attractions and other regional theme parks!
* Job and Career Building Skills
* Flexible scheduling
Responsibilities:
* Removing trash, cigarette butts, debris, and graffiti, both behind the scenes and in Guest's view in order to maintain a clean and safe work environment.
* Sweeping Park streets, walkways, and attraction areas with broom and dustpan while continuously walking your assigned section.
* Hosing down back areas and patios when necessary.
* Wiping down all trash receptacles, tabletops and counters in assigned section.
* Giving guest directions if needed and answering any question.
* Removing and replacing new partially filled liners inside trash receptacles.
* Transporting trash from the trashcans to the park compactor areas and separating materials as necessary to adhere with park recycling rules.
* Preparing restrooms for park opening each day.
* Cleaning up bio spills using appropriate materials.
* Enforcing all Six Flags policies.
* Assisting in other areas of the Park Services department.
* Performing other incidental and related duties as required and assigned.
Pay Rate: $7.50-$9.50/hr.
Qualifications:
* Must be at least 15 years of age
* Be able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* Ability to complete tasks with little supervision and work independently
* Can handle multiple tasks at once with efficient use of time
* Standing and walking for an extended amount of time.
* May be required to lift up 50 lbs.
Not Specified
G
Customer Service - Entry Level Management
✦ New
Salary not disclosed
NOTE: THIS IS AN IN-PERSON ROLE
We are seeking dedicated individuals to join our team as a Manager in Training. In this role, you will have the unique opportunity to learn from the best in our company and receive mentorship from our executive leadership team.
As we continue to experience significant growth, we are looking to bring in individuals who are eager to learn, grow, and be mentored into leadership positions within our organization.
We are looking for individuals who are looking for a career. If you are looking for a career that does not have that glass ceiling, this might be the opportunity for you.
Must have a clean background and have your own transportation.
Career Opportunity with a 125+ Year-old company
- Average 1st Year $75,000-$105,000
- Great Retirement Plan
- Access to company benefits
- Weekly Bonus
Key Responsibilities:
- Service existing client base and manage client relationships.
- Supervision of team activity and results
- Train and develop incoming team members on existing systems.
- Daily reporting of field activity using Salesforce-based CRM
- Daily focus on client management/growth, training, and leadership development
Required Skills / Desired Qualifications:
- Excellent organizational skills and attention to detail.
- Strong interpersonal and communication skills.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong supervisory and leadership skills.
- Ability to prioritize tasks and delegate them when appropriate.
- Ability to function well in an occasional high-paced environment.
- Passion for helping people and developing relationships.
- Sales or customer service experience.
- Self-motivated and goal-oriented mindset.
- The desire to be active in the community.
- Knowledge of CRMs (Salesforce preferred).
Why Us?
- Unlimited Earning Potential: Your dedication determines your earnings.
Company Culture:
- Here people are ambitious but respectful, high-energy, and treat every member like family.
- We work hard, play hard, and are looking for someone with that same approach to growing their career that will be a fit for our office culture.
- Grow with Us: Dive into continuous learning and development opportunities
Not Specified
S
Invoicing Representative-Full Service (Tier II)
Salary not disclosed
Job Title: Invoicing Representative-Full Service (Tier II)
Location: Highland Hills, OH 44122
Duration: 9+ months
Shift: M-F 830-5:00.
Responsibilities:
Evaluation factors:
Essential skills training and experience:
Location: Highland Hills, OH 44122
Duration: 9+ months
Shift: M-F 830-5:00.
Responsibilities:
- Match client invoices to timecards and review client invoicing for accuracy
- Submit Invoices to debtors
- Research and advise customers of discrepancies to determine what course of action customers want Advance to take
- Work with CSRs and Team Leads to resolve invoicing issues
- Other duties as assigned
Evaluation factors:
- Invoices are correct Invoices are mailed in a timely manner
- Error rate stays within acceptable standards
- Timely follow up on exceptions and timely notification of management
- All duties are implemented in a manner to support company policies and procedures and enhance teamwork
- Timely and accurate completion of tasks is maintained in organized effective and positive manner
- Work environment/dynamics typical work will be conducted indoors
- Occasional travel to complete required training may be required
- Workdays and hours will be dictated by current needs
- Advance will provide all necessary work tools to perform job
Essential skills training and experience:
- High School diploma or equivalent
- Previous invoicing/billing experience preferred
- Understanding of basic accounting principles including payroll payroll taxes A/P A/R and cash posting a plus
- Must be detail oriented customer focused proactive and able to work under pressure
- Excellent organizational and time management skills
- Excellent oral and written communication and interpersonal skills
- Ability to use multiple types of software including MS Office and proficiency in basic office equipment
permanent
Overnight Support Services Associate I
✦ New
16
Overview: Our Park Services team helps the park sparkle! You’re constantly on the move, leaving your shine behind as you bounce from place to place. Every day is a fresh experience as you interact with our guests and keep everything looking great. From sweeping the streets to refreshing the restrooms and greeting the guests, you’ll be right in the center of the action and help keep everything in immaculate shape and sanitary.
Pay Rate: Starting at $16.00/hour
Responsibilities: The cleaning and disinfecting of all areas that guests and associates come in contact with including (but not limited to) the following:
Trash can lids
Park benches
Patio table seats
Lockers
Hand rails
Restrooms
Door handles
Qualifications:
MUST BE AVAILABLE WEEKENDS
Must be 14 years and older (Subject to change at any time).
Must have good customer service skills.
Must be able to read and understand English.
Must be able to give directions.
Must be able to read chemical labels and Safety Data Sheets of cleaning substances.
Must be able to stand for long periods and walk the park on a continual basis.
Must be able to work in all weather conditions.
Must be able to lift up to 25 pounds.
Must be able to carry a backpack.
Must be able to wear PPE.
Must be able to manage multiple tasks and to execute quickly.
Must be able to work varied hours, including nights, weekends and holidays.
Pay Rate: Starting at $16.00/hour
Responsibilities: The cleaning and disinfecting of all areas that guests and associates come in contact with including (but not limited to) the following:
Trash can lids
Park benches
Patio table seats
Lockers
Hand rails
Restrooms
Door handles
Qualifications:
MUST BE AVAILABLE WEEKENDS
Must be 14 years and older (Subject to change at any time).
Must have good customer service skills.
Must be able to read and understand English.
Must be able to give directions.
Must be able to read chemical labels and Safety Data Sheets of cleaning substances.
Must be able to stand for long periods and walk the park on a continual basis.
Must be able to work in all weather conditions.
Must be able to lift up to 25 pounds.
Must be able to carry a backpack.
Must be able to wear PPE.
Must be able to manage multiple tasks and to execute quickly.
Must be able to work varied hours, including nights, weekends and holidays.
temporary
Housing services Associate - Overnights
✦ New 🏢 Six Flags Great Adventure
16
Overview: Our Park Services team helps the park sparkle! You’re constantly on the move, leaving your shine behind as you bounce from place to place. Every day is a fresh experience as you interact with our guests and keep everything looking great. From sweeping the streets to refreshing the restrooms and greeting the guests, you’ll be right in the center of the action and help keep everything in immaculate shape and sanitary.
Pay Rate: Starting at $16.00/hour
Responsibilities: The cleaning and disinfecting of all areas that guests and associates come in contact with including (but not limited to) the following:
Trash can lids
Park benches
Patio table seats
Lockers
Hand rails
Restrooms
Door handles
Qualifications:
MUST BE AVAILABLE WEEKENDS
Must be 14 years and older (Subject to change at any time).
Must have good customer service skills.
Must be able to read and understand English.
Must be able to give directions.
Must be able to read chemical labels and Safety Data Sheets of cleaning substances.
Must be able to stand for long periods and walk the park on a continual basis.
Must be able to work in all weather conditions.
Must be able to lift up to 25 pounds.
Must be able to carry a backpack.
Must be able to wear PPE.
Must be able to manage multiple tasks and to execute quickly.
Must be able to work varied hours, including nights, weekends and holidays.
Pay Rate: Starting at $16.00/hour
Responsibilities: The cleaning and disinfecting of all areas that guests and associates come in contact with including (but not limited to) the following:
Trash can lids
Park benches
Patio table seats
Lockers
Hand rails
Restrooms
Door handles
Qualifications:
MUST BE AVAILABLE WEEKENDS
Must be 14 years and older (Subject to change at any time).
Must have good customer service skills.
Must be able to read and understand English.
Must be able to give directions.
Must be able to read chemical labels and Safety Data Sheets of cleaning substances.
Must be able to stand for long periods and walk the park on a continual basis.
Must be able to work in all weather conditions.
Must be able to lift up to 25 pounds.
Must be able to carry a backpack.
Must be able to wear PPE.
Must be able to manage multiple tasks and to execute quickly.
Must be able to work varied hours, including nights, weekends and holidays.
temporary
PSR-Patient Service Representative
✦ New
Salary not disclosed
Description:
Our Mission
To transform lives by providing exceptional, accessible, and compassionate healthcare experiences for all.
Our Vision
Care Alliance will be the health center of choice, delivering compassionate, high-quality, and innovative healthcare that empowers individuals and strengthens communities. We are committed to advocacy, accessibility, and excellence, ensuring every patient receives the care they deserve with dignity, respect, and unwavering support.
Our Values
1. Accessibility:
We are committed to eliminating barriers to care, ensuring that every individual—regardless of background or circumstance—has access to high-quality healthcare.
2. Collaboration:
Our strength comes from collaboration, fostering communication and teamwork among employees, patients, and community stakeholders to achieve shared goals.
3. Accountability:
We are unwavering in our commitment to accountability, upholding the highest standards in patient care, employee well-being, and organizational excellence.
4. Compassion:
We treat every person with dignity, empathy, and respect, building trust through genuine care and understanding.
5. Innovation:
We embrace change and seek out creative solutions to continuously improve the experiences of our employees, patients, and community.
6. Excellence:
We are relentless in our pursuit of excellence, ensuring superior clinical outcomes, operational efficiency, and transformative patient experiences.
Community Impact:
We are deeply rooted in the communities we serve, dedicated to creating positive, sustainable change through outreach, advocacy, and partnerships.
Job Summary:
Provides critical first contact between patients and Care Alliance Health Center. Professionally greet and address any patient questions, requests for appointments or medical advice; direct patient through the check-in/check-out process, collect and update pertinent demographics, guarantor, and insurance information in Practice Management System/Electronic Medical Record (EPIC and Wisdom System). Provide timely processing and release of Information requests, scanning, and indexing documents into patient charts.
Requirements:
Task Responsibilities & Competencies:*Include but are not limited to:
- Work as a PSR at CAHC reception desk
- Handle and/or direct patient questions and complaints
- Calmly and effectively guide patients by phone through emergencies.
- Coordinate patient scheduling and flow throughout the day.
- Oversee appointment management and update records of scheduled patients.
- Schedule appointments in accordance with guidelines
- Open a telephone or refill encounter and route to the appropriate pool or staff member.
- Verify and interview patients for necessary registration information to ensure it is correct.
- Inform patients of the company's payment policy; follow payment policy by collecting payment from patients at time of service.
- Understand and follow treatment plans to schedule follow-up appointments as required.
- Follow and track appointments due to no-shows, cancellations, and late arrivals.
- Produce and review reports on staff productivity with staff.
- Prior to the time of appointment, contact insurance companies to verify coverage and fee schedule and complete insurance breakdown accurately and completely.
- Ensure HIPAA compliance and security of medical records.
Minimum Education and Experience: Required:
- High school diploma/GED required,
- Minimum of 1year Previous front desk outpatient health care or physician’s/dental office experience
- Minimum of 1 year of EHR experience, EPIC preferred
- Excellent verbal and written communication skills
- Ability to use Microsoft Office proficiently
Compensation details: 18-21 Hourly Wage
PI24ed0a3e9931-362
Our Mission
To transform lives by providing exceptional, accessible, and compassionate healthcare experiences for all.
Our Vision
Care Alliance will be the health center of choice, delivering compassionate, high-quality, and innovative healthcare that empowers individuals and strengthens communities. We are committed to advocacy, accessibility, and excellence, ensuring every patient receives the care they deserve with dignity, respect, and unwavering support.
Our Values
1. Accessibility:
We are committed to eliminating barriers to care, ensuring that every individual—regardless of background or circumstance—has access to high-quality healthcare.
2. Collaboration:
Our strength comes from collaboration, fostering communication and teamwork among employees, patients, and community stakeholders to achieve shared goals.
3. Accountability:
We are unwavering in our commitment to accountability, upholding the highest standards in patient care, employee well-being, and organizational excellence.
4. Compassion:
We treat every person with dignity, empathy, and respect, building trust through genuine care and understanding.
5. Innovation:
We embrace change and seek out creative solutions to continuously improve the experiences of our employees, patients, and community.
6. Excellence:
We are relentless in our pursuit of excellence, ensuring superior clinical outcomes, operational efficiency, and transformative patient experiences.
Community Impact:
We are deeply rooted in the communities we serve, dedicated to creating positive, sustainable change through outreach, advocacy, and partnerships.
Job Summary:
Provides critical first contact between patients and Care Alliance Health Center. Professionally greet and address any patient questions, requests for appointments or medical advice; direct patient through the check-in/check-out process, collect and update pertinent demographics, guarantor, and insurance information in Practice Management System/Electronic Medical Record (EPIC and Wisdom System). Provide timely processing and release of Information requests, scanning, and indexing documents into patient charts.
Requirements:
Task Responsibilities & Competencies:*Include but are not limited to:
- Work as a PSR at CAHC reception desk
- Handle and/or direct patient questions and complaints
- Calmly and effectively guide patients by phone through emergencies.
- Coordinate patient scheduling and flow throughout the day.
- Oversee appointment management and update records of scheduled patients.
- Schedule appointments in accordance with guidelines
- Open a telephone or refill encounter and route to the appropriate pool or staff member.
- Verify and interview patients for necessary registration information to ensure it is correct.
- Inform patients of the company's payment policy; follow payment policy by collecting payment from patients at time of service.
- Understand and follow treatment plans to schedule follow-up appointments as required.
- Follow and track appointments due to no-shows, cancellations, and late arrivals.
- Produce and review reports on staff productivity with staff.
- Prior to the time of appointment, contact insurance companies to verify coverage and fee schedule and complete insurance breakdown accurately and completely.
- Ensure HIPAA compliance and security of medical records.
Minimum Education and Experience: Required:
- High school diploma/GED required,
- Minimum of 1year Previous front desk outpatient health care or physician’s/dental office experience
- Minimum of 1 year of EHR experience, EPIC preferred
- Excellent verbal and written communication skills
- Ability to use Microsoft Office proficiently
Compensation details: 18-21 Hourly Wage
PI24ed0a3e9931-362
Not Specified
Financial advisor investment services
✦ New
Salary not disclosed
Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Bachelor's degree
~ Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Bachelor's degree
~ Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
permanent
Financial Advisor I - Investment Services
✦ New 🏢 Charles Schwab
Salary not disclosed
Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Bachelor's degree
~ Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Bachelor's degree
~ Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
permanent
P
Senior Financial Analyst - Client Services
Salary not disclosed
Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.
Location: Appleton, Wisconsin (in office role)
Essential Responsibilities:
Financial Modeling & Analysis
- Build and maintain detailed feasibility models, including:
- Company valuation assumptions and transaction sizing
- Cash flow and debt service capacity analysis
- Repurchase obligation forecasts
- Tax impact and contribution modeling
- Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
- Identify financial constraints, red flags, and limiting factors in proposed company structures.
Feasibility and Transaction Support & Documentation
- Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
- Document assumptions, methodologies, and conclusions to support defensibility and consistency.
- Support diligence requests and follow-up analysis during sales and transaction phases.
Cross-Functional Collaboration
- Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
- Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
- Support transition from feasibility analysis to transaction execution and administration.
Quality & Standards
- Maintain modeling templates, tools, and internal best practices.
- Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
- Stay current on technical developments and regulatory changes.
Compensation & Benefits
- Base = $90-$110k base salary
- Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
- Projected Year One Earnings: $100k - $120k
- Health – employer pays 60% of the employee’s monthly premium
- Dental and vision insurance – employee pays 100%
- Short and Long-term Disability
Not Specified
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