Credit Specialist

Our client is a distinguished national legal and professional services firm with eleven offices across the United States, boasting over 450 legal experts and 350 business professionals. This unique, multidisciplinary firm is renowned for its unwavering commitment to quality and exceptional client service. Its innovative approach—integrating legal services, advocacy, and business strategy—sets it apart from competitors, enabling the firm to deliver a distinct and compelling value proposition. With a focus on client success, this firm is well-positioned to navigate complex challenges and drive impactful results. Role The legal team are eager to welcome a new Billing Specialist to join their New York, Los Angeles, Boston, or Washington, D.C. office. In this crucial role, you will be integral to their legal operations, processing a significant volume of bills each month with precision and care. Your attention to detail will ensure all bills are handled accurately and promptly, whilst adhering to the professional guidelines, client specifications, and all billing department's policies. The ideal candidate must not only be meticulous but also passionate about the legal profession and its unique billing requirements. If you’re looking to make a positive impact in a supportive and collaborative environment, we invite you to be part of their dedicated team. Requirements Accurately and timely process high volume of bills each month, including complex bills with requirements such as split party billing, flat fee arrangements and multiple discounts by matter for client-level bills. Familiarize self with special fee arrangements for clients and act as resource to billing professionals on how to best implement arrangements. Monitor select matter billings against budgets to track and alert of potential overage/deficit. Create and maintain accurate and up-to-date client and/or billing professional specific billing instructions. Review client and matter setup for accuracy and consistency. Review and edit pre-bills according to billing professional instructions and compliant with client billing guidelines Submit invoices electronically, monitor and promptly resolve reduction and appeals. Communicate effectively with billing professionals, assistants, and clients to solve problems that arise during the billing process to ensure that bills are mailed timely. Escalate to the Billing Supervisor, if necessary, clearly articulating the issue and possible solutions. Actively listen to issues raised by billing professionals and offer suggestions to the Billing Supervisor on process changes that address the issues. Clearly articulate Firm’s billing policies, including policies on write-offs and carry forwards to billing professionals and their assistants. Monitor carry forwards and write-offs and alert Billing Supervisor of problems. Coordinate with Accounts Payable to ensure that all costs are captured timely, particularly in the case of an out-of-cycle invoice, such as when a closing occurs. Troubleshoot with Collections to resolve billing issues resulting in payment problems. Create billing schedules and bill and payment analyses as required. Assist with special billing projects as needed. Qualifications Must have a minimum of two years of legal billing experience. College Degree and Aderant experience highly preferred. Self-starter who proactively focuses on providing excellent and responsive client service. Quickly grasps processes and procedures and applies them to everyday tasks. Prioritizes and organizes workflow to complete tasks in a timely manner. Active listening skills and a systematic and structured approach to problem solving which results in the implementation of practical solutions. Adapts to different work styles and to changing circumstances while adhering to Firm policies and billing guidelines. Communicates effectively with all levels of the organization both verbally and in writing. Works well under pressure and stays focused on accomplishing the task. Exercises good judgment. Works well both independently as well as part of a team. Experience with e-billing. Solid basic math skills, including addition, subtraction, multiplication, division and calculation of percentages. Excellent spelling and grammar skills. Demonstrated proficiency with Word and Excel. Strong attention to detail and ability to follow instructions accurately. Benefits Competitive salary $75k - $95k  (dependent on experience). Comprehensive benefits package (Medical / Dental / Vision) 401(k) Commuter benefits / parking plans (dependent on state). Opportunities for career growth and development. Hybrid Schedule - 2 days per week in office / 3 days per week remote. EEO/AA EMPLOYER/Veterans/Disabled Our client is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, physical or mental disability, religion, creed, national origin, citizenship status, ancestry, sex or gender (including gender identity, gender expression, status as a transgender or transsexual individual, pregnancy, childbirth, or related medical conditions), age (over 40), genetic information, past, current, or prospective service in the uniformed services, sexual orientation, political activity or affiliation, genetic or and any other protected classes or characteristic

Client: The Episcopal Diocese of Vermont Title: Senior Accountant Location: Burlington, VT Website: Home - Episcopal Diocese of Vermont Estimated Starting Salary: $70,000 - $75,000 per year depending on experience Benefits: 100% employer-paid health insurance, 10% automatic employer contribution to your 403(b), generous vacation, a supportive culture that prioritizes your well-being both in and out of the workplace   About Us: The Episcopal Diocese of Vermont is a community of over 5,000 Episcopalians across 42 congregations, led by Bishop Shannon MacVean-Brown. We are committed to full inclusion, where race, gender, or sexual orientation are never barriers to leadership or belonging. Our mission centers on anti-racism, environmental sustainability, and building collaborative, economically vital congregations. Rooted in love and guided by the Holy Spirit, we work together across diverse communities to live out our faith with courage, compassion, and justice.   Position Overview: The Senior Accountant is a self-motivated finance professional eager to lead day-to-day financial operations in a small, collaborative team. This role is ideal for someone who understands accounting principles, works independently, and can prioritize tasks effectively. Key responsibilities include managing accounts payable/receivable, bank reconciliations, and fund accounting (operating, designated, restricted, and endowment). The role also oversees the diocesan budget process, prepares financial reports for leadership, coordinates the annual audit, assists with grants, and serves as the main contact with our investment manager. This is a chance to bring your financial expertise to a values-driven, inclusive community committed to justice, sustainability, and spiritual growth.   Responsibilities: Oversee day-to-day finance and budget operations, including accounts payable/receivable, bank reconciliations, and related activities Manage and maintain accurate accounting for all Diocesan funds, including operating, designated, restricted, and endowment funds Prepare and present timely financial reports for key stakeholders such as the Trustees, Commission on Finance, and Executive Council; attend meetings and/or brief chairs as needed Lead the annual budgeting process for the Diocese and selected affiliated entities Compile and submit annual financial reports required by The Episcopal Church Support the preparation of grant proposals and collaborate with grantees to manage funds, track expenses, and complete required reporting Coordinate the annual external audit of Diocesan financial accounts Produce ad hoc financial reports and analysis at the request of Diocesan leadership Serve as the primary liaison to the Diocese’s third-party investment manager Ensure compliance with GAAP, auditing standards, and internal control policies Provide administrative support to senior staff, including handling mail, phone calls, database updates, and welcoming occasional visitors Assist treasurers, clergy, and lay leaders across congregations and Diocesan entities with financial guidance and support Collaborate with and support the part-time Chief Financial Officer, including preparation and review of reports   Additional Requirements: Work collaboratively with other members of the Diocesan staff Ensure appropriate confidentiality with personnel, financial records and personal matters, which are entrusted to the Finance Department Familiarity with the Episcopal Church helpful but not required This position requires on-site presence five days a week, with understanding and flexibility offered for occasional personal commitments outside of work   Education, Skills, and Experience: Bachelor’s degree in Accounting required; CPA license preferred Minimum of 4 years of professional accounting experience Proficient in a range of accounting software and systems Eagerness to learn and adapt to proprietary databases and accounting platforms Benefits for You: Health Insurance: 100% employer-paid coverage for individual employee plans Retirement Savings: 10% automatic employer contribution to your 403(b), in addition to your salary Time Off: Generous vacation and sick leave policies Work-Life Balance: A supportive culture that prioritizes your well-being both in and out of the workplace #EpiscopalDioceseofVT Gallagher, Flynn, & Company, LLP has been retained to conduct this search. While we appreciate all interest in this exciting opportunity, only candidates most closely aligned with our search will be contacted. Disclaimer: What is listed above is representative of the position's responsibilities but is not meant to be an exhaustive list. Responsibilities may change during employment at the company's discretion. Gallagher, Flynn & Company, LLP and our client do not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factors.

About Aristotle Aristotle is the leading political technology and data company in the world. Our team of experts comes from all facets of tech, political and corporate backgrounds to offer the most powerful tools to campaigns, elected officials, voters, government organizations, corporations, nonprofits and PACs all over the world, no matter their democratic ideology. The Senior Political Compliance Manager will provide Political Action Committee (PAC) and lobbying compliance and management services to our clients. The incumbent will be responsible for preparing federal and state campaign finance and other regulatory filings corporate and association clients. Regular tasks include entering or managing the entry of data in client PAC databases; screening proposed contributions against relevant prohibitions and limits; performing regular bank reconciliations; and, assisting clients in PAC management and internal reporting. Senior Managers will be expected to carry out certain of these activities without supervisory review.  Senior Managers will serve as mentors and assist their junior colleagues with compliance and client relations issues, including reviews of draft reports as assistance is needed by the VP and SVP.  This position also requires the employee to contribute actively to both their immediate team and the broader division. This includes helping train new employees, stepping in to provide coverage when needed, and potentially serving as a team lead. For selected clients, the incumbent will act as primary relationship manager and will be responsible for managing client expectations, communicating project status, increasing customer satisfaction, ensuring customer retention, identifying, and pursuing up sell opportunities, and resolving product/business issues experienced by the clients. This position requires extreme attention to detail, ability to manage or switch among multiple tasks rapidly, and ability to meet multiple statutory deadlines. PLEASE DO NOT APPLY IF YOU DO NOT HAVE CAMPAIGN FINANCE FILING EXPERIENCE. Please identify specific campaign finance filing experience in your resume or cover letter. Duties & Responsibilities: Prepare and file Federal and State campaign finance reports with appropriate agencies, while serving as a collaborative team member available to support team operations when needed. May serve as a team lead, which includes training new team members, delegating work to ensure coverage during absences, and contributing ideas to improve department operations. Prepare and file lobbying, pay-to-play and non-profit tax forms for clients as needed. Import or enter receipt and disbursement activity and HR files in PAC software. Serve as primary point of contact and overall relationship manager for assigned customers. Perform banking services (account set-up, deposits, check preparation, ledger, and reconciliation) for client PACs. Track disbursement limits and prohibitions. Develop detailed operating procedures for each client. Train clients on the proper use of the software to meet their PAC program goals and objectives. Prepare financial and PAC management reports. Prepare letters to accompany disbursements as needed. Respond to client requests in a timely manner. Establish and maintain positive relationships with clients. Assist in new client software conversions and custom programming needs. Work with Compliance and Development teams to resolve client data or functionality issues. Attend events and conferences as a representative of the company and the department. Salary Range: $85k-$100k/year. Requirements BA/BS in accounting, political science, business, or related field. 5+ years of relevant work experience. Experience in filing federal (required) and state (desirable) campaign finance reports. Professional and interpersonal skills required to develop and foster positive relationships. Outstanding communication skills (both verbal and written). Proficiency in Microsoft software suite and tools, including Excel. Ability to work independently and with minimal supervision, as well as a part of a team. General knowledge of the legislative process and interest in politics. Excellent time management and organizational skills. Desired: Training, experience, or advanced degree in law or accounting. Experience in filing Federal or state lobbying disclosure reports. Experience in filing non-profit tax returns (990, 1120 POL) Facility with QuickBooks. Basic HTML knowledge. Benefits All positions are Full-Time, with competitive compensation, medical benefits, paid vacation, 401k plan and stock options. Casual dress code and a non-corporate atmosphere make this a fun place to work and learn in a team environment. Please visit our website at www.aristotle.com.

Revenue Cycle Supervisor Brockport, NY Plus Benefits 75K-85K Plus Benefits This position requires working onsite 5 days a week. Full-time Do you want to be part of a leading, patient-centered organization where professionals come together to improve access to quality health care for all? At our health center, you can grow your career with the fulfillment and satisfaction of knowing that your work is making a difference in someone’s life. We have 10 medical offices located in communities throughout Western NY, and we continue to expand and recruit top talent with our mission to ensure everyone has access to affordable, quality health care. Our diverse, highly skilled professionals are the reason for our success—from physicians to nurses to administrators and support personnel. If you’re passionate about serving all with excellence, equity, inclusion, respect, and dignity, we think you’ll fit right in!  We are currently seeking a Revenue Cycle Manager with a strong background in billing, claims, and coding to oversee revenue operations across all 10 locations. The ideal candidate will have experience managing large claim volumes (up to 1,000 claims), working across multiple offices, and coordinating with diverse teams. This position requires someone who is highly organized, proactive, outgoing, and confident in traveling regularly throughout the Brockport area. Job Responsibilities: Act as the primary liaison for the third-party billing company. Manage Accounts Receivable related to all claims and ensure reconciliation with the general ledger, in close collaboration with Senior Accountants. Analyze financial and billing reports and initiate prompt follow-up on identified issues to ensure accurate and timely billing. Manage and track multiple types of claims across various payer sources; maintain awareness of all applicable billing regulations and procedures. Provide regular updates to leadership regarding account and claim statuses. Ensure timely resubmission of claims within designated status buckets. Conduct weekly audits for billing/coding accuracy; generate reports for CFO and leadership; implement corrections and retrain staff as necessary. Review and approve weekly patient statements prior to processing. Participate in payer and billing meetings as needed. Communicate coding and billing updates across departments and provide training when required. Prepare reports and documentation for audits. Support front office teams, patient representatives, and providers with billing issues and training. Collaborate with the credentialing team to ensure proper billing setup for all participating providers. Manage all vendors related to revenue cycle operations. Supervise revenue cycle staff and provide guidance, leadership, and training. Travel to all 10 medical office locations within the Brockport area is required. Other duties as assigned. Requirements Demonstrated ability to manage high-volume claims processing (1,000+ claims). Experience overseeing billing operations across multiple office locations. Broad knowledge of different types of billing practices and claims (commercial, Medicaid, Medicare, etc.). Outgoing, proactive, and strong interpersonal communication skills. Proficiency in MS Office, particularly Excel (pivot tables, VLOOKUPs, etc.). Advanced knowledge of medical coding (CPT, ICD-10) and billing systems. Strong analytical, time management, and problem-solving skills. Ability to comprehend and apply laws, guidelines, and regulatory billing requirements. Commitment to confidentiality and patient privacy. Flexibility to travel regularly to all sites in the Brockport region. Education & Experience: Associate Degree in Medical Billing, Medical Office Assistant, Accounting, or a related field (preferred). Certified Medical Billing Specialist and/or Certified Medical Coder highly preferred. 5+ years of billing and coding experience, required. Prior experience in a Federally Qualified Health Center (FQHC) or similar setting strongly preferred. Revenue cycle management experience across multiple sites is a plus. Benefits Health / Dental / Vision Insurance (starting the first of the month after hire) Retirement Plan 403(b) with a competitive company match Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Eligible Generous Paid Time Off including vacation, sick time, personal days, floating holidays, and paid company holidays Flexible scheduling to promote a healthy work-life balance Organizational support for continuing education and professional development Company-paid life insurance Competitive wages and a supportive team culture!

We are currently seeking a talented and enthusiastic individual to join our Assurance Department.  This team specializes in in audits and reviews of financial statements through all stages of an engagement, including planning and fieldwork, while working in a variety of industries with publicly traded and privately owned clients. Experience working directly with our clients and receive one-on-one training from our team to help you learn and grow in your career.   As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.   Responsibilities Perform compilations, reviews, and audits of financial statements Perform attestation services including, but not limited to, cash, property and equipment, accounts payable, income and expense analysis, and accrued liabilities Assisting with budget forecasts Working closely with in-charges and clients to obtain proper documentation for fieldwork Being able to be involved in all phases of the audit process from preparation to issuance of reports Assisting on special projects (i.e., due diligence or mergers and acquisitions) Research technical issues Prepare drafts of client communications Requirements Bachelor’s or master’s degree in accounting and/or 150 credit hours 0-3 years of accounting experience Minimum 3.0 GPA and a solid track record of academic achievements Proficient in Microsoft Excel, Word and Outlook Exemplary communication and organizational skills Strong desire to learn and develop professionally Motivated to serve clients Desire to be a team player Benefits Boulay Buddy Program Primary Advisor Paid Holidays, PTO & Personal time  Mentorship Programs Training & Development Programs Open Doors at All Levels Extensive Benefit Offerings  Employee Appreciation Activities Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. If you require any accommodation for an interview/event, please contact Megan Koosman at (mkoosman@boulaygroup.com). The annual salary range for this position is: $64,000 - $87,000. This salary range reflects anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending on an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. Click here to view a complete list of benefits and advantages of working at Boulay. 

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. This team offers advisory services to help our clients evaluate the risks and rewards of complex business transactions. Our approach is customized for each client, offering a full menu of integrated service or an ala-carte approach.  Our offerings include a range of financial, consulting, and valuation services to help clients achieve their investment objectives.  We work with clients in all stages of an investment’s life cycle including pre-deal diligence and modeling support, post-deal financial reporting guidance, life cycle marks and investor services.  The Boulay Transaction Advisory Supervisor is responsible to help lead our Transaction Advisory services.  This individual would be responsible for supervising and executing due diligence engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and respond to the various business opportunities and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. Tasks are typically conducted with little to no direct supervision but with direction from a Partner or directly from the client. With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones. Responsibilities Supervise all aspects of an engagement including:  Review detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization    Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives    Possess the ability to review and provide feedback regarding project reports prepared by engagement team members.  Train in less experienced staff. Adhere to the highest degree of professional standards and strict client confidentiality  Supervise and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners, private equity groups, search funds, and family offices    Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition   Requirements Bachelor’s Degree in Accounting, Finance, or related field 4+ years of overall experience and 2+ years of related due diligence experience  In-depth knowledge of US GAAP accounting principles Demonstrated career progression, including assuming additional responsibility for deliverables to clients, senior engagement team members, etc. Experience in project management including planning, organizing, coordinating, and managing staff, and clients, toward the successful completion of a project Ability to creatively solve problems and analyze client data The annual salary range for this position is: $90,000 - $135,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.  Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.  Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits 401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance