Commercial Portfolio Manager - To 100K - Chicago, IL - Job 3571

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?

At Blue Sky Utility, we are revolutionizing the clean energy space by delivering commercial and utility-scale solar and battery energy storage system (BESS) solutions across the U.S. Backed by our global parent company and committed to a zero-carbon future, we’re scaling fast — and we’re looking for mission-aligned talent to help us lead the way.    About the Role  We’re seeking a Senior Renewable Energy Associate with deep expertise in renewable energy markets, utility-scale solar, and battery energy storage systems. This is a strategic and highly technical role, ideal for someone who can not only build complex financial and energy models from the ground up, but also provide forward-looking insights that drive executive decisions.  You’ll play a key role in analyzing market opportunities, evaluating project economics, and supporting deal structuring for our rapidly growing pipeline. If you’ve built models that have influenced 9-figure infrastructure decisions — and you want to do that again in a nimble, hands-on environment — this is the role for you.    Requirements We’re looking for a seasoned professional with a track record of excellence in clean energy infrastructure. The ideal candidate will bring:  8+ years of experience in renewable energy, with a strong focus on utility-scale solar and BESS.  Ability to convert models into professional presentations for senior mgmt.  Proven ability to create financial and operational models from scratch in Excel.  Deep understanding of power markets, energy pricing structures, and interconnection strategy.  Experience supporting IPPs, developers, or infrastructure funds through acquisitions or large-scale project development.  Ability to thrive in a fast-moving, resourceful environment.  Strong communication skills and executive presence.  Bachelor’s degree in finance, engineering, economics, or related field; Master’s or MBA preferred.  Must be based in Florida and able to work from the office 3+ days per week.    Benefits What we can offer you: An Incredible Team, a Big Mission Work alongside smart, passionate people who are genuinely driven to build a cleaner energy future. We move fast, collaborate deeply, and celebrate wins together. Competitive Pay that Reflects Your Expertise We value the experience you bring. The base salary range for this role is $150,000–$210,000, with bonus potential. Compensation decisions are based on a thoughtful review of your background, skills, certifications, and the impact you’ll bring to our growing business. Benefits that Start on Day One Your health and financial well-being matter to us. That’s why we offer medical, dental, and vision insurance, short-term disability, life insurance, and a 401(k) with a generous 6% company match — all available to you starting your first day. Real Work-Life Balance We believe great work happens when people feel supported, energized, and trusted. Our hybrid schedule gives you the structure to collaborate in person and the space to focus and recharge. A Culture That Walks the Talk We’re building a company where everyone belongs. Inclusion isn’t a checkbox — it’s woven into how we hire, grow, and work every day.

We are a family-owned clothing company based in San Rafael in search of an office administrator/ receptionist. This is an ideal opportunity for a polished, articulate, and enthusiastic candidate who enjoys providing excellent customer service in a fast-paced office. We are looking for an engaging individual to act as the face and voice of the company as they greet outside contacts, respond to inquiries (both internal and external), and provide the highest level of customer service to both external guests and internal team members. As a candidate, you should have a professional demeanor and excellent interpersonal skills that will ensure your success in this highly visible role. You’d exhibit a diplomatic savvy and EQ skill set to interact with entrepreneurs, high-profile guests, investors, and vendors alike. Further, you’ll need the ability to prioritize and multi-task while paying close attention to detail. Key Responsibilities: • General administrative duties include but are not limited to mail and package management, meeting rooms, ordering office supplies, facilities, IT and general upkeep. • Order entry and related customer service. • Report regular operational updates. • Manage site emergency action plans, continuously reviewing and revising to ensure effectiveness; respond to emergency situations on-site (when needed) • Good project management skills and the ability to handle tight deadlines and work on simultaneous projects with little direction. • Ability to be on-site 5 days a week • Assist with the accounting team as needed Desired Skills and Experience: • 3 years in office administrative or customer service-oriented operational role • Excellent organizational skills with the ability to calmly juggle competing priorities and manage workflow • Strong interpersonal skills, demonstrated ability to interface with guests, other administrative assistants, and team members of all levels • Ability to motivate and lead self and others to deliver results in a collaborative environment • Strong teamwork and project-related skills, ensuring open communication channels across multiple functions and departments • A high degree of professionalism and ability to maintain confidentiality • Impeccable attention to detail

Who We Are Claritas Rx is a venture-backed digital health startup that brings clarity to the challenges of specialty biopharmaceutical products in the marketplace. In today’s highly complex specialty networks, our mission is to illuminate the patient experience beyond the clinical trial. Claritas Rx leverages a proprietary technology platform and deep manufacturer expertise to automate and integrate channel, commercial, and clinical data and help biopharmaceutical companies generate actionable business insights. Our work uncovers the real-world variables impacting patient access, duration of therapy, and other metrics key to commercial success, making a real impact on patient healthcare. As Director, FP&A, you will own our end-to-end FP&A process, reporting to our CFO and serve as the main business partner for leaders across the company. You will be responsible for driving capacity planning, revenue forecasts, budgets and long term forecasts. You will translate complex data into clear recommendations. Why You Should Join Shape our financial foundations. You’ll design and own FP&A, budgeting, forecasting, capital-raise models and reporting. Direct Impact.  You will be the sole FP&A resource in a small and productive finance team. Deep cross-functional impact. You’ll design analysis to support and advise on ROI and resources allocation across product development, customer success, marketing and sales. Why You Shouldn’t Join You’re seeking a fully-formed structure—this is a hands-on, high-ambiguity environment. You need strict 9–5 hours—occasionally you’ll dive into month-end close and board-deck prep outside typical cycles. You prefer to live in the models and are not excited about working shoulder-to-shoulder with leaders across the company. Responsibilities Strategic Planning & Analysis: Build and maintain multi-year financial models, forecasts and scenario analyses to guide leadership decisions. Business Partnership: Partner with Product, Sales, and Engineering leaders to own budgeting, pricing experiments and ROI driven decisions. Process Improvement: Implement best practices and tooling to automate reporting, forecasting and KPI dashboards. Who You Are Qualifications San Francisco based - this will be a hybrid model with 1-2 days in our South San Francisco office. 8–12 years of FP&A experience including high-growth SaaS startups Proven track record building financial planning processes, models and dashboards. Deep familiarity with SaaS metrics (ARR, NRR, CAC, LTV, usage-based revenue). Exceptional analytical rigor, communication skills and comfort simplifying complex data into clear narratives. Entrepreneurial mindset: thrive in ambiguity, bias toward action and willing to roll up your sleeves. Join Us We are seeking to add new expertise and perspective to our strong team of experienced professionals.  We aspire to a culture of accelerated professional development through:  Shared learning and collaboration A respectful and fun work environment Employee empowerment through the effective use of technology and tools   In addition to our great environment, we offer a competitive salary of $170,000 and $200,000 plus benefits package and the opportunity to make a significant impact on a first-in-industry digital health solution.  Please send a cover letter along with your resume when applying to the position of interest.  Claritas Rx embraces diversity, equality, and transparency. We are committed to building a team that comprises a variety of backgrounds, perspectives, and talents. We believe the more inclusive we are, the better we are. Join us and discover what it feels like to be part of an environment that rewards ingenuity, risk taking and smart work. It’s time to fall in love with what you do! At Claritas Rx, protecting our candidates is a top priority. If you're applying for a role with us, please note: • All legitimate opportunities are posted first on our official website. Check there before trusting external listings. • We believe in meaningful interviews: offers never come after just one phone call or form. Expect multiple video calls to get to know you. • We never ask for fees or payments of any kind during the hiring process. • Our People Operations Team will handle your onboarding, and all equipment comes directly from us—no purchases required. Learn more about how to spot recruitment scams and protect yourself - FBI warning: https://lnkd.in/dh2aFN8 Claritas Rx is committed to transparency, integrity, and a safe hiring experience for every candidate. Learn more: https://lnkd.in/enhAqwqE

We are seeking a skilled and detail-oriented Freelance Bookkeeper for a contract position with our real estate team. This role offers a flexible, part-time schedule, with work performed both in a home office and remotely via QuickBooks remote access. The ideal candidate will manage financial operations and occasionally assist with property management tasks.Key Responsibilities:Manage accounts payable and receivable, including bill payments and rent check deposits Reconcile bank statements and credit card transactions Prepare financial reports, including balance sheets and income statements Assist with budgeting and forecasting processes Conduct general ledger reconciliation Support property management tasks as needed, such as tenant communications and maintenance coordination Report financial data to the accountant for tax and compliance purposes Qualifications:Expert proficiency in QuickBooks (remote access experience preferred) Advanced skills in Microsoft Office, particularly Excel Experience with property management software (e.g., AppFolio, Buildium, or equivalent) is highly desired Strong attention to detail and organizational skills Ability to work independently in a hybrid (home office/remote) environment Prior bookkeeping experience in real estate or property management is a plus Requirements:Minimum of 2-3 years of bookkeeping experience Familiarity with real estate financial processes preferred Reliable internet and home office setup for remote work Excellent communication and problem-solving skills Availability for part-time hours (approximately 20-25 hours per week) as a freelance contractor Must provide own equipment and software licenses as needed Contract Details:Independent contractor position, freelance basis Flexible schedule with a mix of in-home office and remote work Compensation based on experience; invoicing required To Apply: Please send your resume, a brief cover letter, and your hourly rate to [insert contact email or application link]. Highlight your experience with QuickBooks, Microsoft Office, and any property management software, as well as your ability to work remotely. We look forward to hearing from you!Equal Opportunity Employer

The Role: Accounts Receivable Specialist | Lehi, UT The Accounts Receivable Specialist performs collection and follow up activities with third party payers to resolve outstanding balances, secure accurate and timely adjudication, and achieve successful closures of aged accounts receivable. What You’ll Be Doing: Performing online account status checks and following up with payers by phone, email, etc. on outstanding claim balances of assigned accounts Clearly document in EMR system patient account notes, the payment status of the account, and/or actions taken to secure payment. If applicable, requests account for additional follow up activity within a prescribed number of days in accordance with payer specific filing requirements or processing time required for insurance to complete processing.  Must note all actions taken within the notes section to ensure all prior touches have been recorded and the account tells the story. Taking appropriate action to resolve account balances promptly - whatever is needed to secure account payment and/or bring the account to successful closure (submitting appeal requests, correcting account information, coordinating requests for medical records, requesting and/or performing posting of account adjustments, performing billing corrections, etc.) Balancing creativity and sound judgement to proactively identify and resolve claim issues and quickly escalating any large/repetitive issues to management for support in problem-solving.  Achieving established productivity and quality standards within 30 days of employment: Maintaining 90% accuracy rate, low days in AR, and outstanding percentages under 10% Seeking advice and guidance as necessary to ensure proper understanding Staying up to date on applicable rules, regulations, policies, laws and guidelines, and following internal controls, patient confidentiality policies, and program requirements What You Need: 2+ years AR/collections experience in the professional medical field High School Diploma/GED (relevant Associate/bachelor’s degree preferred) Proficiency with Microsoft Excel, Word, Outlook, Teams Knowledge of commercial and government plans, CPT, ICD-10 Proficiency with payor portals, Availity, Waystar (eCW a plus) Attention to detail with strong data entry skills (10 key, 40wpm typing) Excellent verbal/written communication and customer service skills Knowledge of medical terminology, insurance processing guidelines, TF statutes Strong understanding of CCI edits, mutually exclusive, medical necessity, bundling, coordination of benefits issues Strong analytical and reporting skills A patient, pleasant disposition that works well with a team Ability to work independently and make decisions with limited supervision as needed Bonus Points: CRCS (Certified Revenue Cycle Specialist) Behavioral Health Why You’ll Love Working at Serenity: Fulfillment – make a real difference for others as you help our patients ‘take back their lives’ Growth/promotion potential as we continue to expand Competitive pay Excellent benefits: We cover 90% of medical, dental & vision 401(k) – because your future deserves self-care too 10 PTO days (15 days after first year) + 10 paid holidays to rest, reset, and recharge Who We Are: Using advanced medical devices, Serenity Healthcare gives our patients long-term success even when other treatments have failed. With evidence-based research and proven results to support us, we help patients take back their lives with a revolutionary technological approach to healthcare. Serenity Healthcare is an equal opportunity employer – if you’re qualified, you’re welcome here. This position is contingent on successfully completing a criminal background check and drug screen upon hire.