Qureos Mentor

MAI Wealth Management, Inc.

<div>GENERAL JOB DESCRIPTION
The Sr. HR Specialist provides high‑volume operational and administrative support across the employee lifecycle. Partnering closely with HR Business Partners, Recruiting, and HR Operations, this role ensures accurate HR data, compliant processes, and a consistent, positive employee experience. Reporting to the HR Manager, this position is a key operational contributor within a collaborative, integrated HR team. 
MAJOR DUTIES AND RESPONSIBILITIES
Employee Lifecycle Programs<ul><li>
Coordinate onboarding and offboarding activities, including pre‑employment processes and paperwork.</li><li>
Organize, schedule, and support onboarding communications and new‑hire orientation sessions covering culture, policies, benefits, and training requirements.</li><li>
Track onboarding checklists and ensure new hires have the tools and resources needed for success.</li><li>
Manage and administer 30/60/90-day new hire surveys, ensuring timely completion; summarize feedback and report insights and trends.</li><li>
Coordinate exit interview process, including scheduling, and documentation; track and summarize exit interview feedback and employee trends for periodic review.</li><li>
Track and analyze exit trends and turnover data, providing insights to HR leadership and business leaders to inform retention strategies.</li></ul> 
HR Operations &amp; Systems Administration<ul><li>
Process and maintain employee position and data changes in ADP TotalSource with a high degree of accuracy and timeliness</li><li>
Prepare HR communications, manage confidential documentation, and schedule HR‑related meetings as required.</li><li>
Maintain accurate organizational charts aligned with approved changes.</li><li>
Partner with HR Operations to resolve routine data updates and system corrections.</li><li>
Execute employee actions including compensation and leadership changes, and special pay requests in ADP TotalSource.</li><li>
Compile and prepare standard HR reports to support workforce planning and HR initiatives.</li></ul> 
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Intern Program Management<ul><li>
Coordinate MAI&rsquo;s Internship Program, including onboarding, program scheduling, and intern engagement activities.</li><li>
Partner with hiring managers and HR leadership to ensure a consistent and positive experience.</li><li>
Track program outcomes and provide feedback to improve future intern program cycles.</li><li>
Serve as the primary HR contact for interns throughout the program.</li></ul> 
Talent &amp; Recruitment Support<ul><li>
Provide administrative HR support during acquisitions, including offer letter preparation, background screening, and documentation collection.</li><li>
Assist with integration activities related to employee records, policies, and communications.</li><li>
Responding to candidate inquiries related to compensation and benefits.</li><li>
Ensure all offer documentation is accurate, compliant, and securely maintained.</li></ul> 
HR Business Partner Support &amp; Collaboration<ul><li>
Support HR leadership and HRBPs with HR initiatives and special projects.</li><li>
Support execution of HR programs and initiatives such as performance cycles, goal setting, recognition, and career development.</li><li>
Serve as a first point of contact for employee HR inquiries, escalating issues as appropriate; manage the HR email in-box.</li><li>
Assist with employee education on HR programs, policies, and practices.</li><li>
Maintain strict confidentiality and sound judgment when handling sensitive matters.</li><li>
Identify opportunities to improve HR processes and recommend efficiencies</li></ul> 
EXPERIENCE/CREDENTIALS<ul><li>
Bachelor&rsquo;s degree in human resources, Business Administration, or another relevant field.</li><li>
Minimum of 3 years of HR experience as a generalist, operations, recruiting, or HR program support.</li><li>
Experience managing HR programs, surveys, or employee lifecycle initiatives.</li><li>
PHR or SHRM‑CP certification preferred; willingness to obtain certification strongly encouraged.</li><li>
Proficient with HRIS systems; ADP WFN experience preferred.</li><li>
Proficient in Microsoft Office (Word, Excel, PowerPoint).</li></ul> 
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COMPETENCIES<ul><li>
Thrives in a fast-paced, dynamic, and team-oriented environment, adapting effectively as roles and responsibilities evolve with the introduction of new processes and procedures.</li><li>
Maintains absolute confidentiality of employee information and safeguards employee, client and firm data; maintains high ethical standard in all practices.</li><li>
Comprehensive knowledge of all HR functions, along with experience in HR policies, procedures, metrics, regulations, and compliance; working knowledge of HR best practices and employment laws.</li><li>
Demonstrated strong interpersonal skills; collaborates effectively with diverse teams and individuals, including executives, managers, employees, candidates, and vendors, to resolve conflicts.</li><li>
Strong organizational and project coordination skills; highly organized, detail-oriented, able to handle multiple tasks, meet deadlines, and work under pressure.</li><li>
Excellent oral and written communication skills.</li><li>
Demonstrated problem solving and analytical abilities, with a focus on analyzing and managing data and information.</li><li>
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.</li></ul> 
FEATURED BENEFITS:<ul><li>
Discretionary Bonus</li><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
401(k)</li><li>
Health Savings Account</li><li>
Paid Maternity Leave</li><li>
Paid Parental Leave</li><li>
Tuition Reimbursement</li></ul></div>

Senior HR Specialist

<div>GENERAL JOB DESCRIPTION
The Senior Accountant supports the Corporate Accounting and Finance groups and is responsible for various aspects of the general ledger function, primary supporting external audits and external reporting functions as needed. This role directly reports to the Controller in the Corporate Accounting Department.. 
MAJOR DUTIES AND RESPONSIBILITIES<ul><li>
Compile, analyze, and review financial information and transactions to prepare and/or approve journal entries, transactions, and adjustments for month end close.</li><li>
Provides analysis, reports, and reconciliations for external audits.</li><li>
Assist in managing the monthly consolidated financial reporting close process and financial statement preparation to ensure an accurate and timely close, including management of related audit support.</li><li>
Complete GAAP accounting standards and guidance research and apply to financial statements</li><li>
Assist in development and implementation of new procedures and features to enhance the workflow of the department and the firm</li><li>
Participate in the year-end close process and prep monthly journal entries and reconciliations.</li><li>
Support Controller and Assistant Controller with special projects and workflow process improvements.</li><li>
Prepare assigned reports and analysis and miscellaneous reports as requested.</li><li>
Design, implement and maintain processes and internal controls to follow Sarbanes Oxley Section 404 to ensure that all transactions are valid and correctly accounted for, that all accounts and financial/management reports are complete, accurate, timely etc., and that efficiency and effectiveness are maximized.</li><li>
Assist in the preparation of tax workpapers and supporting schedules for Corporate tax returns including federal, state and local tax filings.</li><li>
Prepare ancillary tax filings including personal property, franchise, sales and use tax.</li><li>
Building and maintaining automated reporting tools using advance excel function, pivot tables, and data visualization as needed.</li><li>
Lead cross-functional initiatives to improve financial reporting and analysis capabilities.</li></ul> 
EXPERIENCE/CREDENTIALS<ul><li>
Bachelor&rsquo;s degree in Accounting or Finance required.</li><li>
5+ years of progressive experience in public accounting strongly preferred or related experience.</li><li>
Experience in GAAP, including practical application and research of accounting standards.</li><li>
Experience analyzing data and summarizing findings.</li><li>
Experience with accounting systems and databases - specifically Oracle or NetSuite.</li><li>
Strong analytical and problem-solving skills with attention to detail.</li><li>
CPA or CPA candidates, with experience in partnership and local taxation strongly preferred.</li><li>
Advance Microsoft Excel skills including advanced functions, modeling and automation.</li></ul> 
FEATURED BENEFITS:<ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
401(k)</li><li>
Health Savings Account</li><li>
Paid Maternity Leave</li><li>
Paid Parental Leave</li><li>
Tuition Reimbursement</li></ul></div>

Senior Accountant

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MAI Wealth Management, Inc.

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Senior HR Specialist

Senior Accountant