<p>Client Service Associate</p><p>Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.</p><p>Key Responsibilities</p><p>· Enter and maintain accurate client information in firms systems.</p><p>· Review new business, renewals, and endorsements for accuracy.</p><p>· Respond to client inquiries promptly and professionally.</p><p>· Assist with rating new business and providing marketing recommendations.</p><p>· Prepare proposals to help clients understand their options.</p><p>· Follow up on outstanding items and manage open activities.</p><p>· Identify cross-selling and up-sale opportunities.</p><p>· Report and monitor claims, ensuring proper follow-up per procedures.</p><p>· Maintain up-to-date knowledge of policies.</p><p>· Build strong relationships with 3rd parties, producers, and teammates.</p><p>Qualifications</p><p>· Preferred Experience: Client support in financial services with insurance industry experience.</p><p>· Licensing: State insurance license (or willingness to obtain).</p><p>· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.</p><p>· Soft Skills: Strong communication, customer service focus, and organizational abilities.</p><p>This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.</p><p>Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!</p><p><br></p>
<p>Our client is seeking a Corporate Finance Associate to join their growing team in Minneapolis. The ideal candidate will bring a deep understanding of finance transactions and display a strong ability to manage lender and borrower representations. This role offers an opportunity to work on high-profile financing deals, including syndicated credit facilities and acquisition financings.</p><p><br></p><p>Responsibilities:</p><p>• Handle lender and borrower representations in complex financial transactions.</p><p>• Draft, review, and revise legal documents such as credit agreements, commitment letters, and security agreements.</p><p>• Manage closing deliverables, including secretary’s certificates, resolutions, legal opinions, schedules, and exhibits.</p><p>• Collaborate with private equity sponsors and portfolio companies during financing processes.</p><p>• Provide strategic guidance on broadly syndicated credit facilities and private credit arrangements.</p><p>• Ensure high-quality deal management through proactive client interactions and superior work product.</p><p>• Assist in the preparation and negotiation of acquisition financing agreements.</p><p>• Work closely with clients to address legal, financial, and operational concerns.</p><p>• Maintain a team-oriented approach while meeting deadlines in a fast-paced environment.</p><p>• Leverage your expertise to support legal teams in complex corporate finance matters.</p>
<p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
<p>We are seeking a dynamic and detail-oriented Associate Corporate Attorney with experience in private equity transactions, mergers and acquisitions (M& A) for small and midsize businesses, debt and equity financings including mezzanine transactions, and other corporate matters. This role will involve supporting clients across a range of industries, helping them navigate complex transactions and develop strategic solutions. The ideal candidate will have a strong foundation in corporate law, excellent negotiation skills, and a passion for delivering value-driven counsel to clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Transactional Work</strong>: Assist clients with structuring, negotiating, and closing private equity transactions, M& A deals, debt financings, equity financings, and mezzanine transactions.</li><li><strong>Due Diligence</strong>: Conduct and manage thorough legal due diligence processes for acquisitions, financings, and other corporate transactions.</li><li><strong>Drafting and Reviewing</strong>: Draft, review, and revise legal agreements, including stock purchase agreements, asset purchase agreements, shareholder agreements, operating agreements, financing contracts, and other transactional documents.</li><li><strong>Client Advisory</strong>: Provide practical legal advice on corporate governance, compliance, and regulatory issues related to deal structures and corporate transactions.</li><li><strong>Stakeholder Collaboration</strong>: Work closely with internal and external stakeholders, including clients, financial advisors, and opposing counsel, to develop solutions and navigate deal challenges.</li><li><strong>Legal Research</strong>: Perform research on applicable laws, trends, and emerging regulatory developments impacting clients and transactions.</li><li><strong>Risk Analysis</strong>: Identify and mitigate risks tied to corporate transactions, including reviewing title documents, intellectual property concerns, tax implications, and compliance matters.</li><li><strong>Portfolio and Post-Transaction Support</strong>: Assist clients with post-closing matters such as integration, restructuring, or governance adjustments. </li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Comprehensive health, dental, and vision benefits.</li><li>Retirement plan with employer match</li></ul>
<p>We are looking for a highly motivated Finance Operations Specialist to join a team in Saint Paul, Minnesota. In this long-term contract role, you will be responsible for ensuring smooth cash management operations and supporting treasury functions. The ideal candidate will bring expertise in financial reconciliation and cash transactions, coupled with a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash transactions, including wire transfers and Automated Clearing House (ACH) payments.</p><p>• Analyze the organization's daily cash position to ensure accuracy and efficient operations.</p><p>• Process and record entries related to cash activities, such as deposits, movements, and clearings.</p><p>• Conduct account and bank reconciliations to maintain financial integrity.</p><p>• Collaborate with internal and external stakeholders to provide outstanding client service and resolve cash-related inquiries.</p><p>• Monitor cash balances and ensure compliance with organizational policies.</p><p>• Utilize treasury tools to optimize cash management processes and identify opportunities for improvement.</p><p>• Prepare detailed financial reports to support decision-making and operational planning.</p><p>• Ensure adherence to regulatory requirements and industry best practices in all cash management activities.</p>
<p>We are looking for a skilled Financial Operations Analyst to join our client's team in Saint Paul, Minnesota. This Contract to permanent position involves providing comprehensive support for cash management systems and products while ensuring smooth operational processes and effective client service. The ideal candidate will play a vital role in enhancing financial workflows, supporting departmental projects, and improving system functionalities.</p><p><br></p><p>Responsibilities:</p><p>• Provide expert support for various cash management products, including Concur Expense and Invoice, MasterCard Disbursement Cards, Prepaid Cards, and Remote Payment Capture.</p><p>• Monitor general ledger accounts, resolve reconciling items, and document system errors and resolutions.</p><p>• Deliver training and support to clients and internal teams on product usage and system functionalities.</p><p>• Assist in managing departmental projects by adhering to timelines, budgets, and delivering expected outcomes.</p><p>• Identify opportunities for process improvement, develop test plans, and implement enhancements.</p><p>• Compile, analyze, and present financial data for monthly and quarterly reporting, supporting auditors as needed.</p><p>• Execute daily operational transactions, including deposit reviews, billing preparation, and exception processing.</p><p>• Review and update procedures to ensure accuracy and compliance with organizational requirements.</p>
<p>We are looking for an entry-level Financial Analyst in Roseville, Minnesota, <strong>(on site)</strong> to join a team on a contract with the potential for a contract to permanent position. In this role, you will analyze financial data, interpret market trends, and contribute to accurate reporting to support decision-making processes. The ideal candidate will have a strong interest in financial markets and a keen eye for detail. </p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends and insights that inform business strategies.</p><p>• Prepare comprehensive financial reports, ensuring accuracy and clarity.</p><p>• Monitor and interpret financial market developments to provide actionable recommendations.</p><p>• Utilize tools such as Bloomberg Terminal to conduct in-depth market analysis.</p><p>• Collaborate with teams to support forecasting and budgeting processes.</p><p>• Assist in the evaluation of investment opportunities and risks.</p><p>• Contribute to the improvement of financial reporting systems and processes.</p><p>• Research and present findings on industry-specific financial trends.</p><p>• Support senior analysts in preparing presentations and data visualizations for stakeholders.</p>
<p><strong>Position Summary</strong></p><p>The Collections/Cash Applications Administrator is responsible for managing the accurate and timely application of payments, resolving payment discrepancies, and overseeing collection activities to ensure optimal cash flow. This role plays a critical part in maintaining the financial health of the organization by ensuring patient accounts and insurance payments are processed efficiently and in compliance with healthcare regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Cash Applications:</strong></li><li>Accurately post patient and insurance payments to the appropriate accounts in the billing system.</li><li>Reconcile daily deposits and electronic remittance advice (ERA) with bank statements.</li><li>Research and resolve unapplied or misapplied payments promptly.</li><li><strong>Collections:</strong></li><li>Monitor aging reports and follow up on outstanding balances with patients and insurance carriers.</li><li>Initiate collection calls, send statements, and manage payment plans in accordance with company policies.</li><li>Escalate delinquent accounts for further action or third-party collections when necessary.</li><li><strong>Dispute Resolution:</strong></li><li>Investigate and resolve payment discrepancies, denials, and underpayments.</li><li>Collaborate with billing and coding teams to correct claim errors and resubmit as needed.</li><li><strong>Compliance & Reporting:</strong></li><li>Ensure adherence to HIPAA and healthcare compliance standards.</li><li>Prepare and maintain accurate reports on cash posting, collections activity, and account status for management review.</li><li><strong>Customer Service:</strong></li><li>Provide professional and empathetic communication with patients regarding account balances and payment options.</li><li>Respond to inquiries from insurance companies and internal departments promptly.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Cash Application Specialist to join our client's team in Lake Elmo, Minnesota. In this role, you will handle daily financial transactions and ensure accuracy in cash application processes while resolving discrepancies related to accounts payable and receivable. This is a long-term contract position within the manufacturing industry, offering a great opportunity to contribute to essential business operations.</p><p><br></p><p>Responsibilities:</p><p>• Process financial transactions accurately and in a timely manner while adhering to company policies and procedures.</p><p>• Investigate and resolve issues related to missing invoices, policy approvals, and other transactional discrepancies.</p><p>• Collaborate with finance teams and other departments to address unique transactions and ensure proper resolution.</p><p>• Support accounting cycles, including month-end and year-end closings, physical inventories, and audits.</p><p>• Reconcile supplier statements to maintain accurate records and resolve any discrepancies.</p><p>• Assist with financial activities related to mergers and acquisitions as needed.</p><p>• Provide support for internal and external audits, ensuring compliance and accuracy in documentation.</p><p>• Maintain detailed records of customer cash applications and credit postings.</p><p>• Perform additional duties as assigned to support financial operations.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p>Our client is seeking an associate to work closely with senior associates and partners, providing critical tax counsel to project developers, lenders, and investors on cutting-edge deals involving solar, wind, geothermal, battery storage, carbon capture, green hydrogen, and similar projects.</p><p><br></p><p>This is a fantastic opportunity to gain deep exposure to rapidly evolving federal tax law and contribute to the biggest developments shaping the future of energy alongside leading practitioners in the field.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on tax-related aspects of renewable energy projects, including solar, wind, and geothermal developments.</p><p>• Collaborate with senior associates and partners to structure and execute tax-efficient project financing strategies.</p><p>• Conduct in-depth research on federal tax laws and renewable energy incentives, including tax credits under the Inflation Reduction Act.</p><p>• Assist with partnership taxation matters and provide guidance on complex financial structures.</p><p>• Review and draft tax-related documentation for project developers, lenders, and investors.</p><p>• Support transactions involving renewable energy technologies such as carbon capture, green hydrogen, and electric transmission.</p><p>• Stay updated on emerging trends and legislative developments in the renewable energy sector.</p><p>• Contribute to the resolution of tax issues in collaboration with cross-functional legal teams.</p><p>• Participate in client meetings to provide insights and recommendations on tax strategies.</p><p>• Ensure compliance with all applicable federal tax regulations and guidelines.</p>
We are looking for a skilled Financial Analyst to join our team in Maple Grove, Minnesota. This long-term contract position offers an exciting opportunity to contribute to financial operations, budgeting, and performance analysis within a dynamic and hybrid work environment. The ideal candidate will bring strong analytical abilities, relationship-building skills, and a solid understanding of accounting principles to support various business functions.<br><br>Responsibilities:<br>• Conduct detailed reviews of month-end financial reports to ensure accuracy and compliance.<br>• Assist in the development and management of budgets, including file preparation, spend analysis, and review of actual expenditures.<br>• Perform ad hoc financial analyses to address specific business needs and provide actionable insights.<br>• Analyze performance metrics and calculate rolling forecasts to support strategic decision-making.<br>• Process and interpret data for updated financial reporting and business insights.<br>• Collaborate on budget and forecast processes to align financial goals with organizational objectives.<br>• Support shared services across multiple functional areas such as HR, IT, Facilities, Environmental Health and Safety, and Accounting.<br>• Utilize data mining techniques to extract meaningful insights from financial datasets.<br>• Work with SAP systems to streamline reporting and financial analysis tasks.<br>• Provide analytical support during month-end and budget season, potentially requiring overtime.
