Talent.com
Acceptance Process Manager
Acceptance Process ManagerWeaver • Pasadena, CA , US
Acceptance Process Manager

Acceptance Process Manager

Weaver • Pasadena, CA , US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are . Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at .

Position Profile

The Acceptance Process Manager will lead our team responsible for conducting conflict checks, background checks, and data integrity searches for new clients and new engagements. The manager will work with our new opportunity and client leads to gather and consider information on the projects and companies we are considering accepting or, in some cases, continuing, and to properly memorialize the information in our customer relationship management systems.

Essential Duties and Responsibilities :

  • Conduct and oversee the performance of conflict checks (including those intended to mitigate the risk of independence impairments).
  • Conduct and oversee the performance of background checks using our third-party application, including adhering to oversight policies and procedures for safeguarding confidentiality.
  • Conduct and oversee the performance of data integrity searches (through our third-party applications and through publicly available databases) intended to improve the quality of the data we maintain on the attributes of our clients.
  • In reference to carrying out their professional responsibilities, be familiar with and adhere to the relevant ethical requirements of the AICPA, as outlined in the Code of Professional Conduct, as well as those of state accountancy boards and professional societies for which any licenses are held.
  • Perform other duties as assigned.

To be successful in this role, the following qualifications are required :

  • Bachelor's degree
  • 5+ years in a similar position likely in a compliance heavy role
  • Data processing and searching
  • Management of a team of individuals, including in a virtual setting
  • Detail oriented nature
  • Interpersonal skills with a wide range of employees and partners at various experience levels
  • Additionally, the following qualifications are preferred :

  • Education related to the accounting profession
  • Compensation and Benefits : At Weaver, our most valuable resources is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $150,000 to $175,000. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - .

    We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management / leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

    WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of is to inspire the growth and development of our leaders by :

    L eaning into the experience of exploring new ideas for each individual’s growth as a leader.

    E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

    A dapting to the transformation that takes place as a result of participating in the program.

    D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.

    People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

    What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

    Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is

    [job_alerts.create_a_job]

    Manager • Pasadena, CA , US

    [internal_linking.similar_jobs]
    Training & Adoption Manager

    Training & Adoption Manager

    Anduril • Costa Mesa, CA, US
    [job_card.full_time]
    Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the def...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Success Manager

    Client Success Manager

    TradeJobsWorkForce • 92735 Santa Ana, CA, US
    [job_card.full_time]
    Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Prescriber Relations Manager - California

    Prescriber Relations Manager - California

    Pantherx Specialty Llc • Anaheim, CA, United States
    [job_card.full_time] +1
    Diseases - 500 Treatments - 1 Rare Pharmacy.PANTHERx is the nation's largest rare disease pharmacy, and we put the patient experience at the top of everything that we do. If you are looking for a ca...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Experience Manager

    Customer Experience Manager

    Harbinger • Garden Grove, CA, US
    [job_card.full_time]
    Harbinger is an American commercial electric vehicle (EV) company on a mission to transform an industry starving for innovation. Harbinger's best-in-class team of EV, battery, and drivetrain experts...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Processing Manager

    Mortgage Processing Manager

    VirtualVocations • Whittier, California, United States
    [job_card.full_time]
    A company is looking for a Manager, Mortgage Loan Processing.Key Responsibilities Lead, train, and motivate the processing team while ensuring service level standards are met Maintain accurate l...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Program Support Services Manager

    Senior Program Support Services Manager

    Safran • Garden Grove, CA, US
    [job_card.full_time]
    Senior Program Support and Services Manager.Safran Cabin is a world leader in aircraft interiors and systems.We provide innovative, smart and sustainable cabin interiors, as well as advanced air, w...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PT Customer Experience Manager

    PT Customer Experience Manager

    Michaels • Huntington Beach, CA, US
    [job_card.full_time]
    Deliver a customer centric shopping experience by managing and delivering effective front-end operations and expectations. Lead the omnichannel processes.Maintain store recovery standards to deliver...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Resolution Case Manager

    Tax Resolution Case Manager

    Nationwide Tax Advocates • Anaheim, California, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We are Nationwide Tax Advocates located in Anaheim Hills, CA.We are growing and need to find qualified individuals who have already worked in the tax resolution industry. The Case Manager position i...[show_more]
    [last_updated.last_updated_30]
    Change Management Team Manager - Claims

    Change Management Team Manager - Claims

    AAA • Costa Mesa, CA, US
    [job_card.full_time]
    Change Management Team Manager - Claims.We are seeking a candidate with 2-3+ years of experience in Organizational Change Management (OCM), specifically leading enterprise-level transformations.Add...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Project Manager - Process Piping

    Project Manager - Process Piping

    ACCO Engineered Systems • Costa Mesa, CA, United States
    [job_card.full_time]
    The Project Manager is expected to develop and maintain a client base, manage HVAC / plumbing / process sales, and coordinate the field labor needs for each project in conjunction with field leadership...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Lead Client Success Operations Manager

    Lead Client Success Operations Manager

    Automatic Data Processing • La Palma, CA, US
    [job_card.full_time]
    Lead Client Success Operations Manager.In this role, you will be responsible for designing, implementing, and enabling Client Success solutions, processes and data, along with administering our Cli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Food and Beverage Operations Manager

    Food and Beverage Operations Manager

    Marriott International • Costa Mesa, CA, US
    [job_card.full_time]
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Remove any emojis, sp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Operations Manager - Process Automation

    Operations Manager - Process Automation

    RIS Rx • Orange County, CA, United States
    [job_card.full_time]
    Operations Manager - Process Automation.RIS Rx (pronounced “RISE”) is a healthcare technology startup in the pharmaceutical patient access and affordability space. We have quickly become an industry...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    DME-POS Contract Manager

    DME-POS Contract Manager

    Kaiser Permanente • Pasadena, CA, United States
    [job_card.full_time]
    We are seeking a strategic and results-driven professional to lead DMEPOS (Durable Medical Equipment, Prosthetics, Orthotics & Supplies) supplier provider network growth, ensure contract compliance...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Freight Operations Manager

    Senior Freight Operations Manager

    JUSDA Supply Chain North America • Walnut, CA, US
    [job_card.full_time]
    Senior Freight Operations Manager.This role is responsible for driving strategic and operational excellence in freight movement, ensuring cost-effective, timely, and compliant delivery of goods acr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Store Manager — Leadership & Growth Path

    Store Manager — Leadership & Growth Path

    Panda Restaurant Group Inc • Pasadena, CA, United States
    [job_card.full_time]
    A leading restaurant group is seeking an experienced Store Manager to oversee operations at a single location in Pasadena, California. The role includes managing staff, ensuring exceptional guest ex...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Training & Adoption Manager

    Training & Adoption Manager

    Clearance Jobs • Costa Mesa, CA, US
    [job_card.full_time]
    Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the def...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Ticketing Services Manager

    Ticketing Services Manager

    InsideHigherEd • Orange, California, United States
    [job_card.full_time] +1
    Fair Labor Standard Act Classification : .Chapman University is required to provide a reasonable estimate of the compensation range for this position. This range takes into account a variety of factor...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]