BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Assurance Associate II, you will assist in audits, consult and communicate with leaders and client personnel to complete assurance engagements. Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. What you get: Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University. Who is successful at BPM: · Caring people who put others first · Self-starters who embody the BPM entrepreneurial spirit · Authentic individuals with a diverse point of view · Lifelong learners with a drive to excel · Resilient people who rise to the occasion Requirements: - BS/BA degree in Accounting, Finance or related field. - 2+ years' experience in public accounting, working with clients in a variety of industries. - Licensed CPA, or in the process of obtaining the CPA. - Experience auditing complex accounts like inventory, revenue, equity/stock options, etc. - Excellent oral and written communication skills. - Strong desire to continuously learn. - Ability to analyze and prioritize information to make appropriate recommendations. - Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables. - Ability to understand client needs, identifies root causes of problems, and implements pragmatic solutions. Responsibilities: - Be responsible for working with multiple client engagements throughout the year. - Be responsible for communicating issues that arise during the audit engagement with the support of the engagement manager. - Contribute to development and execution of audit strategy from planning to reporting. - Develop and maintain client relationships, thus driving client satisfaction. - Research, understand and apply complex accounting concepts and auditing procedures. - Draft financials and report audit findings (both verbal and written). - Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values. $70,304-$90,000/year The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications. Wondering if you should apply? At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. *************** BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

• Implements and follows established company Standard Operating Procedures (SOP) regarding insurance verification and authorization department • Responsible for employee training and mentoring, reviewing work for accuracy and efficiency, monitoring team performance • As subject matter expert for team, answers questions and provides daily support and guidance as needed • Hosts and documents monthly 1:1’s with direct reports to discuss performance, communicate issues, foster productive relationships, and maintain open communication with each team member • Develops and communicates goals and objectives, documents and hosts annual performance reviews for each team member • Provides opportunities for professional growth and development • Perform regular audits of records for accuracy, completeness, and security • Collaborate with clinical and administrative staff to support department success • Identifies potential Bad Debt and reports to the Revenue Cycle Manager, Revenue Cycle Director, and Vice President, Revenue Cycle in a timely fashion • Generate reports and statistics related to insurance verification and authorization activities, compliance, and productivity • Works with internal and external personnel to approve and clear billing per company policy and regulatory guidelines • Monitors workflows throughout the day to ensure timely processing • Maintains effective, professional communication with internal and external staff including communication of frequent chart errors to the department and operational leaders • Serves as a subject matter expert and can perform tasks the department is responsible for • Maintains compliance with internal policies, procedures, and regulations, including federal and state laws • Performs all other duties as assigned

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re hiring an Insurance Director to help build and scale one of Pliant’s strategic verticals. This is a senior commercial role focused on bringing modern payment infrastructure to the insurance industry worldwide. You will identify, shape, and close opportunities with insurers and ecosystem partners that can benefit from card-based and embedded payment solutions across: - Claims - Provider payments - Assistance - Benefits - Vendor disbursements - Operational spend You will work across regions and across the full insurance value chain, including: - Carriers - MGAs - TPAs - Assistance companies - Broker networks - Claims platforms - Healthcare payment stakeholders You will also collaborate closely with: - Product - Compliance - Legal - Operations - Marketing This is a high-impact role with significant ownership. You will not only drive revenue but also help define how Pliant shows up in the global insurance market. This role is global and remote-friendly, with travel to clients, industry events, and internal team meetings as needed. Qualifications - 8+ years of experience in insurance, fintech, payments, or insurtech - Strong insurance domain fluency across claims payments, assistance, provider payments, healthcare settlement, policyholder disbursements, operational insurance payments, or cross-border insurance payment workflows - Deep understanding of payment infrastructure including card-based payments, virtual cards, push payments, bank-based disbursements, controlled spend, reconciliation, and multi-rail payment strategy - Credibility with senior insurance stakeholders and the ability to engage decision-makers across various functions - Experience leading complex international deals involving multiple stakeholders - Commercial and strategic strength with the ability to connect customer pain points to scalable product and partnership opportunities - Excellent communication skills and the ability to translate payment infrastructure into clear business value for insurance audiences - High ownership and autonomy in building a vertical, opening new markets, and operating cross-functionally Requirements - Experience in global insurance payments, claims infrastructure, or treasury-related insurance workflows (bonus points) - Existing relationships with carriers, MGAs, TPAs, assistance providers, or claims technology platforms (bonus points) - Experience working with international insurance markets such as Europe, the UK, North America, or global travel and health insurance ecosystems (bonus points) - Familiarity with embedded finance, API-based issuing, or card program management (bonus points) - Experience helping build a vertical business line inside a scaling fintech or payment company (bonus points) Benefits - Competitive salary and performance-based incentives - A highly influential role shaping Pliant’s global insurance strategy - The opportunity to build a strategic vertical in an ambitious international fintech - High ownership and room to make a visible impact from day one - A flexible, remote-friendly work environment - Access to a talented, collaborative, and fast-moving team - Professional growth in one of the most exciting intersections of fintech and insurance Company Description Pliant is a European fintech specializing in B2B payment solutions. Our modular, API-first platform helps businesses streamline spending, improve cash flow, and integrate payments into their financial workflows. Founded in 2020 and headquartered in Berlin, Pliant serves thousands of businesses and partners globally.

• Maintain accurate documentation within the ticketing system. • Follow up on initial cases to ensure accuracy and completeness. • Initiate and track authorization related calls and requests. • Verify patient demographics, insurance ID numbers, and diagnosis codes. • Call insurance companies to check the status of authorization requests. • Contact insurance providers to supply required medical information. • Confirm receipt of faxed documentation with insurance carriers. • Assist the utilization review team with insurance verification and follow up tasks. • Send medical bills and supporting documentation to insurance companies.