What You'll Work On Portfolio Reporting and Analysis Support portfolio financial tracking including monthly and quarterly roll ups...
start-ups to Fortune 500 companies. Our success is built on partnership. By integrating seamlessly with clients' teams...
of contracts , details, deadlines, and follow-ups. You're organized, proactive, and persistent — you don't drop the ball...
such as daily stand ups, sprint planning, sprint refinements, and retrospectives;work to fortnightly sprints and organize bi-weekly...
artifacts, including personas, user journeys, prototypes, presentations, and UI mock-ups. Demonstrated ability to work...
-weekly client calls, sharing agendas, insights, and follow-ups - Present retention strategies, campaign performance...
follow-ups Maintain accurate records in the ERP and ensure data integrity Assist with month-end close and AR reporting...
to take detailed notes and ensure all resulting action items—especially those related to client follow-ups—are tracked and executed...
and quarterly roll ups Maintain expense, revenue and utility records in Excel or Notion Assist with basic modeling, scenario work...
. - Manage appointment scheduling, reminders, and follow-ups through EMR/EHR systems. - Explain care instructions and clinic...