Client Accounting Training & Development Specialist SkaddenClient Accounting Training & Development SpecialistNew YorkSchedules, tracks and provides training to a diverse group of users, including managers and supervisors, all groups within the department (e.g., Compliance, Billing & Collections, Strategy & Analysis), introductory training for new hires and training for other departments (e.g., Secretarial Services). Technical Training:Trains identified Client Accounting personnel, domestic and international, on core department programs (e.g., Aderant Expert, Star Collect) and macro reporting tools, ensuring thorough knowledge of the resources available for their specific job functions.
Senior/Supervisor Accountant — Client Accounting Services (CAS) SAX Advisory GroupSenior/Supervisor Accountant — Client Accounting Services (CAS)New YorkWe are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. The Accountant works independently on most engagements, reviews staff-level work, and serves as the day-to-day point of contact for clients on accounting matters.
Director/Partner, Client Accounting Services AnchinDirector/Partner, Client Accounting ServicesNew YorkAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
Director, Technical Accounting R/GADirector, Technical AccountingNew YorkWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee’s/applicant’s applicable skills, pertinent experience, and qualifications. As a key strategic partner to the Executive Director, Global Controller, this role plays a pivotal leadership position in advancing global finance initiatives, strengthening our accounting infrastructure, and ensuring rigor and consistency across regions.
Senior Professional Liability Attorney – Accounting Practice AttorneysSenior Professional Liability Attorney – Accounting PracticeNew YorkThis is a key leadership opportunity for a seasoned practitioner with a proven track record in defending accounting professionals and firms, and a deep understanding of the legal, regulatory, and business challenges impacting the accounting profession today. With more than 1,400 attorneys across 46 offices nationwide, we are recognized among the top 100 law firms by The American Lawyer and ranked #36 in the National Law Journal’s survey of the nation’s largest law firms.
Temporary Accounting Transaction Specialist Cornell UniversityTemporary Accounting Transaction SpecialistIthaca, NYWithin the Division of Student and Campus Life (SCL), the SCL-OVP financial and operational support team ensures the effective deployment of Information Technology, Facilities, Accounting, Data-Driven-Decision Capabilities, Risk Management, Management/Financial Reporting, Data and Business Analytics, and Financial Planning support services to departments within the division. Working collaboratively as integrated cross-functional partners, leaders from the SCL-OVP support team strive to enhance day-to-day operational effectiveness, deliver timely business reporting and information to stakeholders, manage key divisional processes, and steward financial and capital resources on behalf of the SCL-VP.
Cost Accounting Manager IPG NPP/IPG PlasticCost Accounting ManagerEndicott, NY$120,000–$140,000 / yearOur portfolio of brands includes Oldcastle APG, Oldcastle Infrastructure, Belgard® hardscape, Echelon® Masonry, RDI® railing, Catalyst™ Fence Solutions, Sakrete® packaged concrete, Amerimix® mortar, Pebble Technology International® pool finishes, and Techniseal® sands and sealant technologies. We're a trusted and strategic partner to engineers, contractors, distributors, specifiers, retailers, and homeowners alike as the manufacturer of precast concrete, polymer concrete, and plastic infrastructure products.
Accounts Payable and Banking Executive The Economist GroupAccounts Payable and Banking ExecutiveNew YorkManage the corporate credit card program by ensuring there is back up for the company card charges and monitor the balances for all team member cards; handle card charge disputes and file applications for new cards. Accounts Payable ManagementProcess vendor invoices accurately and in a timely manner in ERP systems (e.g., PeopleSoft, Oracle, SAP).
Finance & Accounting - Risk Specialist Atlantic Partners CorporationFinance & Accounting - Risk SpecialistNerw York, NYPreferred experience: trust and safety for online platforms / marketplaces / social media; experience in trust and safety risk assessments, transparency reports, regulatory responses, audits, and/or control design; knowledgeable in global content regulations, content moderation practices. " Collaboration: comfortable in driving cross-functionality discussions, navigating challenging conversations with leadership teams, and driving risk-based decision making.
Billing and Accounts Receivable Recovery Representative NY United Health ServicesBilling and Accounts Receivable Recovery RepresentativeJohnson City, New YorkUnited Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York’s Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.
Account Processor NY United Health ServicesAccount ProcessorBinghamton, New YorkUnited Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York’s Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.
Manager, Strategic Account Management, Food & Beverage BlockManager, Strategic Account Management, Food & BeverageNew York$174,240–$261,440 / yearSo we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time.
Global Technical Account Management Lead, Cash App Pay, Afterpay & Clearpay BlockGlobal Technical Account Management Lead, Cash App Pay, Afterpay & ClearpayNew YorkYou will set the vision and strategy for the TAM function globally, define how the team measures success, build strong cross-functional partnerships with Sales, Account Management, Solutions Engineering, Product, and Engineering, and develop an effective, collaborative team that operates with autonomy and accountability. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff.
Senior Programmatic Account Manager WunderkindSenior Programmatic Account ManagerNew YorkWunderkind Ads is looking for a top-performing Senior Account Manager to work with our existing business team to retain and expand agency, trading desk, brand and DSP accounts across NYC and the larger east coast region. You will be given tremendous responsibility early on, immediately start to build a network of relationships from leading agencies, and have the chance to directly contribute to the explosive growth of Wunderkind as a key player in the market.
Programmatic Account Manager WunderkindProgrammatic Account ManagerNew YorkYou will be given tremendous responsibility early on, immediately start to build a network of relationships from leading agencies, and have the chance to directly contribute to the explosive growth of Wunderkind as a key player in the market. Wunderkind Ads is looking for a top-performing Account Manager to work with our existing business team to retain and expand agency, trading desk, brand and DSP accounts across the midwest region.
Market/Account Manager, Hotels PricelineMarket/Account Manager, HotelsNew YorkAdditionally, as a Market/Account Manager, hotels you will identify trends, optimize pricing, ensure content competitiveness, and use data to secure business wins that satisfy consumer demand and improve hotel bookings on Priceline.com and Agoda.com websites. Work/life support including the ability to work up to 4 weeks per year from anywhere, parental leave, dependent care and family support resources, Summer Fridays, and office perks like stocked kitchens and catered meals (varies by location).
Account Manager Practising Law InstituteAccount ManagerNew YorkWork in a collaborative environment with a diverse, employee community where staff enjoy a generous benefits package and a genuine commitment to a work-life balance (4+ weeks of paid time off and hybrid remote/in-person schedules for most roles). Practising Law Institute (PLI) educates and informs lawyers and other professionals with innovative programs, publications, podcasts, and additional resources.
NewTerritory Account Executive, Queens BlockTerritory Account Executive, QueensNew York$148,700–$223,100 / yearYou will serve as Square’s presence and competitive advantage in one of our highest-opportunity markets — responsible for building pipeline from the ground up, elevating Square’s visibility in your community, establishing high-value partnerships, and helping local businesses grow through our ecosystem of industry-leading software and hardware. Square is building a best-in-class, high-impact field sales organization, and we are looking for an exceptional Territory Account Executive — someone who consistently exceeds expectations, takes full ownership of their territory, and brings Square’s mission of economic empowerment directly to the businesses that need it most.
Strategic Account Manager The Economist GroupStrategic Account ManagerNew YorkYou will be responsible for identifying, creating, and closing growth opportunities across existing accounts, expanding relationships into new teams, new use cases, and new business lines. As the research and analysis division of the Economist Group, the Economist Intelligence Unit (EIU) helps leaders prepare for opportunity, empowering them to act with confidence when making strategic decisions.
Assistant Account Executive Nike CommunicationsAssistant Account ExecutiveNew YorkResponsibilitiesMonitor Media Coverage & Inform Clients: Stays attentive on media coverage pertaining to our clients and provide comprehensive reports to keep them informed and engaged. Commitment to Diversity, Equity and Inclusion: Embodies the values of diversity, equity, and inclusion; demonstrates self-awareness, cultural competency, and the ability to work with people from diverse cultures and backgrounds.
Account Manager Bluefish AIAccount ManagerNew YorkBluefish is building the platform that helps brands engage consumers on this new AI channel, with powerful enterprise tools to manage AI brand safety and engage consumers with thoughtful and personalized AI marketing experiences. You’ll serve as a trusted partner to customer stakeholders, helping them get maximum value from our platform and navigate today’s fast-evolving AI-driven marketing landscape.
Account Director ApplecartAccount DirectorNew YorkOur senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle’s online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party’s most successful pollsters and strategists, and alums of top-tier organizations like Bain & Company, Amazon and Simpson Thacher. The company’s other investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists.
Account Manager - Commercial Insurance (Eastern or Central Time Zones) Insurance Office of AmericaAccount Manager - Commercial Insurance (Eastern or Central Time Zones)Binghamton, NYRemote$70,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Supporting: Shared Services – provides temporary service support to IOA account teams and producers, focusing on account management and service during transition and growth periods.
NewAccount Manager - Commercial Insurance (Construction / Contractors) Insurance Office of AmericaAccount Manager - Commercial Insurance (Construction / Contractors)Binghamton, NYRemote$65,000–$80,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Senior Account Associate- Commercial Insurance (Agriculture/ Construction) Insurance Office of AmericaSenior Account Associate- Commercial Insurance (Agriculture/ Construction)Geneva, NYRemote$50,000–$70,000 / yearFull timeTask Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
Account Manager - Commercial Insurance (Fully Remote Option) Insurance Office of AmericaAccount Manager - Commercial Insurance (Fully Remote Option)Elmira, NYRemote$65,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Senior Account Manager (Fully Remote) Insurance Office of AmericaSenior Account Manager (Fully Remote)Binghamton, NYRemote$80,000–$100,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Senior Account Manager - Commercial Lines Insurance Office of AmericaSenior Account Manager - Commercial LinesJohnson City, NYRemote$80,000–$95,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Account Manager - Commercial Insurance (Eastern Time Zone) Insurance Office of AmericaAccount Manager - Commercial Insurance (Eastern Time Zone)Cortland, NYRemote$65,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Commercial Insurance Account Manager (Eastern Time Zone) Insurance Office of AmericaCommercial Insurance Account Manager (Eastern Time Zone)Elmira, NYRemote$70,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Supporting: Supporting: Shared Services – provides temporary service support to IOA account teams and producers, focusing on account management and service during transition and growth periods.
Account Manager - Commercial Lines (Eastern or Central Time Zone) Insurance Office of AmericaAccount Manager - Commercial Lines (Eastern or Central Time Zone)Johnson City, NYRemote$70,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Supporting: Shared Services – provides temporary service support to IOA account teams and producers, focusing on account management and service during transition and growth periods.
Account Manager- Commercial Insurance Insurance Office of AmericaAccount Manager- Commercial InsuranceBinghamton, NYRemote$65,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Senior Account Manager- Commercial Insurance Insurance Office of AmericaSenior Account Manager- Commercial InsuranceEndwell, NYRemote$90,000–$115,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Work Mode: Remote (Eastern and Central Times Zones only | Location/Supporting: Longwood, FL | Book Focus: International/ Reverse Flow, General.
Account Manager- Commercial Insurance (Agriculture/ Construction) Insurance Office of AmericaAccount Manager- Commercial Insurance (Agriculture/ Construction)Ithaca, NYRemote$70,000–$90,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Senior Account Manager- Commercial Insurance (Transportation) Insurance Office of AmericaSenior Account Manager- Commercial Insurance (Transportation)Geneva, NYRemote$90,000–$100,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
Senior Account Associate- Commercial Insurance (Transportation) Insurance Office of AmericaSenior Account Associate- Commercial Insurance (Transportation)Johnson City, NYRemote$60,000–$70,000 / yearFull timeTask Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
NewBond/Surety Account Manager Insurance Office of AmericaBond/Surety Account ManagerIthaca, NYRemote$70,000–$80,000 / yearFull timeClient Relationship Management: Manage assigned client relationships, including initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
Strategic Account Executive - MarTech / AdTech Branch MetricsStrategic Account Executive - MarTech / AdTechNew YorkRemoteTop-Tier Customers & Global Scale: We work with the world’s fastest-growing and most iconic brands agnostic of vertical (think Walmart, Marriott, Adobe, Sephora, Chipotle, CVS Aetna, T-Mobile, Citi, NBC / Peacock), so your work has massive reach and visibility. Partner with SDR, Marketing and BD orgs to proactively identify, outreach to and qualify opportunities through targeted prospecting, networking, and market research efforts to continually build your pipeline.
Senior Oncology Account Specialist Genitourinary Middletown, NY Pfizer IncSenior Oncology Account Specialist Genitourinary Middletown, NYNY$108,600–$250,700 / yearThe Senior Oncology Account Specialist (SOAS) will have a variety of responsibilities, ranging from promoting Pfizer's product portfolio to health care providers and specialists, to educating members of the healthcare community regarding the appropriate use of Pfizer products, to calling on accounts and organized customers to help improve patients' experience with Pfizer products, as well as the overall quality of patient care delivered. Minimum of 4 years of previous Pharmaceutical Sales experience or minimum of 4 years of previous Oncology Healthcare Professional (HCP) experience working with key Oncology thought leaders or high influence customers in hospitals, large group practices or managed care organizations.
NewSLED/Public Healthcare Account Executive CohesitySLED/Public Healthcare Account ExecutiveNew YorkCohesity helps organizations defend against cybersecurity threats with comprehensive data security and management capabilities, including immutable backup snapshots, AI-based threat detection, monitoring for malicious behavior, and rapid recovery at scale. Work within complex customer organizations, including state, local, and education entities, by identifying key stakeholders, building relationships, and engaging with senior decision‑makers.
NewSenior Strategic Account Executive CohesitySenior Strategic Account ExecutiveNew YorkCohesity helps organizations defend against cybersecurity threats with comprehensive data security and management capabilities, including immutable backup snapshots, AI-based threat detection, monitoring for malicious behavior, and rapid recovery at scale. This role requires disciplined territory planning, strong executive presence, and the ability to navigate multi‑stakeholder buying groups while consistently closing large, strategic deals..
General Ledger Accountant Amphenol Interconnect ProductsGeneral Ledger AccountantEndicott, NYFull timeHeadquartered in Endicott, NY, and with operations in China and Mexico, AIPC is a division of Amphenol Corporation, a Fortune 500 company with over 90 years of experience in enabling the ongoing electronics revolution. The General Ledger Accountant plays a critical role in ensuring timely, accurate, and compliant financial statements, while also supporting audits and contributing to ongoing process improvements.
Senior Accountant (Hybrid) Ascend Partner FirmsSenior Accountant (Hybrid)New YorkAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Staff Accountant Advion Interchim ScientificStaff AccountantIthaca, NYThe Staff Accountant will support key accounting functions, including accounts receivable, reconciliations, and month-end close, while helping ensure accurate financial reporting and compliance with company policies and procedures. Advion, Inc. is seeking a motivated and detail-oriented Staff Accountant to join our Accounting team at our Ithaca headquarters.
Accountant Children's Home of Wyoming ConferenceAccountantBinghamton, NY$60,000–$70,000 / yearPosition Summary: The accountant will support the finance department and agency in keeping track of important general ledger entries tied to external contracts. The accountant will also provide daily support to the Controller and perform a variety of analyzing costs, financial projections, and providing timely financial statements.
NewSenior Fixed Assets Accountant Macpower Digital Assets Edge Private LimitedSenior Fixed Assets AccountantGeneva, NY$64,000–$78,800 / yearThe fixed asset accounting duties include but are not limited to recording of newly acquired fixed assets, tracking existing fixed assets, recording depreciation, and accounting for the disposition of fixed assets. Prepare and publish accurate & timely monthly financial grant summary reports (Grant Status Report) to staff, management, oversight auditors (FTA, external auditors) and other financial stakeholders.
Senior Accountant CGSSenior AccountantNew YorkAccountant is responsible for maintaining the integrity of the general ledger by ensuring accurate and timely recording of financial transactions. Analyze financial data to identify trends, variances, and opportunities for improvement.
Corporate Accountant Analyst Guggenheim SecuritiesCorporate Accountant AnalystNew YorkAid Accounting Department with timely completion of the general ledger close for assigned legal entities at month/year end with overall review of assigned entities. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Senior Accountant BrowzwearSenior AccountantNY, NYRemote$130,000–$150,000 / yearWhile this role does not have direct reports, it requires strong collaboration with accounting peers and cross-functional stakeholders across regions to ensure alignment, accountability, and high-quality deliverables. As a key member of the finance team, you will ensure compliance with statutory and group reporting requirements in a fast-paced, growth-oriented, private equity-backed environment, exercising sound judgment, technical expertise, and proactive problem-solving.
Senior Accountant National Digital Trust Company (In Organization)Senior Accountant*, NYThe Senior Accountant at NDTC will support day-to-day accounting operations and the monthly close by booking and monitoring Workday general ledger activity, managing accounts payable and cash transactions, and maintaining fixed asset accounting. The ideal candidate is a detail-oriented self-starter who thrives in a fast-paced environment, partners closely with the finance team and cross-functional teams and helps improve processes and documentation while ensuring compliance with internal policies and regulatory guidance.