• Du unterstützt IQ Capital im operativen und administrativen Tagesgeschäft und übernimmst insbesondere folgende Aufgaben: • Prüfung und Zuordnung von Zahlungseingängen • Erstellung, Versand und Anpassung von Rechnungen und Credit Notes • Nachverfolgung offener Forderungen sowie Mahnwesen • Vorbereitung und Aufbereitung von Unterlagen für die externe Buchhaltung • Abstimmung mit Steuerberatern und Unterstützung bei buchhalterischen Fragestellungen • Durchführung und Kontrolle von Affiliate- und Partnerauszahlungen • Erstellung und Prüfung von Provisionsabrechnungen • Erstellung monatlicher Finanzübersichten, Auswertungen und Reports • Pflege und Verwaltung von CRM-Systemen sowie Kundendaten • Verwaltung und Organisation von Verträgen und Dokumentationen • Einholung, Prüfung und Ablage von KYC- und Compliance-Unterlagen • Organisation von Terminen sowie Unterstützung des Managements bei administrativen Aufgaben • Kontinuierliche Optimierung interner Prozesse und Abläufe

Role Description UWorld is seeking an experienced CPA and accounting professional to join our growing Surgent team as an Audit and Accounting Content Developer. In this role, you'll leverage your expertise in U.S. GAAP, auditing standards, and emerging accounting issues to create industry-leading Continuing Professional Education (CPE) courses for CPAs and finance professionals. You'll play a key role in helping accounting practitioners stay current on evolving standards while influencing the future direction of Professional education. This is an excellent opportunity for someone who enjoys researching complex technical topics, translating them into engaging learning experiences, and serving as a trusted subject matter expert within the accounting profession. What You'll Do - Drive Content Strategy and Innovation - Monitor developments from the FASB, AICPA, PCAOB, SEC, and other regulatory bodies - Identify emerging trends, challenges, and educational needs within the accounting profession - Evaluate market opportunities and recommend new courses or enhancements to existing curriculum - Partner with leadership and marketing teams to ensure our content remains timely, relevant, and competitive - Develop Industry-Leading Educational Content - Design, develop, and update CPE courses covering: - U.S. GAAP - Auditing Standards (GAAS) - SSARS - SEC Developments - Ethics - Other key accounting and auditing topics - Create engaging learning materials including: - Presentation decks - Course manuals and chapters - Knowledge checks and assessment questions - Technical articles and content summaries - Ensure all educational content complies with NASBA and applicable CPE standards - Serve as a Subject Matter Expert - Provide technical expertise on complex accounting and auditing matters - Collaborate with internal teams to answer customer questions and support educational initiatives - Contribute technical articles, blogs, and thought leadership content - Support strategic initiatives that enhance the value and reach of Surgent's curriculum - Optional Teaching Opportunities - Depending on experience and interest, you may also: - Present CPE courses in webinar, live, or self-study formats - Engage directly with accounting professionals during training sessions - Serve as a primary resource for technical participant questions Qualifications - Active CPA license - Strong technical accounting expertise, including U.S. GAAP and auditing standards - Experience researching and interpreting complex accounting guidance - Exceptional written and verbal communication skills - Strong project management and organizational abilities - Ability to simplify technical concepts for professional audiences Requirements - Public accounting audit experience - Experience developing training, educational content, or instructional materials - Experience presenting technical content to professional audiences - Background in instructional design or adult learning methodologies - Experience creating technical publications, courses, or thought leadership content Benefits - Competitive compensation (contingent on experience) - Paid time off (based on sliding scale according to hire date and work hours), parental leave, bereavement, and 8 hours of volunteer time - A generous paid holiday schedule that includes the entire week of Christmas - Comprehensive benefits package (medical, vision, dental, life, disability and pet insurance) - 401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment) - Annual professional and career development opportunities available - Social Committee that offers an inclusive environment to get to know coworkers in a fun way - Daily on-site group fitness classes

Role Description UWorld is seeking an experienced CPA and accounting professional to join our growing Surgent team as an Accounting and Audit Content Developer. In this role, you'll leverage your expertise in U.S. GAAP, auditing standards, and emerging accounting issues to create industry-leading Continuing Professional Education (CPE) courses for CPAs and finance professionals. You'll play a key role in helping accounting practitioners stay current on evolving standards while influencing the future direction of Professional education. This is an excellent opportunity for someone who enjoys researching complex technical topics, translating them into engaging learning experiences, and serving as a trusted subject matter expert within the accounting profession. What You'll Do - Drive Content Strategy and Innovation - Monitor developments from the FASB, AICPA, PCAOB, SEC, and other regulatory bodies - Identify emerging trends, challenges, and educational needs within the accounting profession - Evaluate market opportunities and recommend new courses or enhancements to existing curriculum - Partner with leadership and marketing teams to ensure our content remains timely, relevant, and competitive - Develop Industry-Leading Educational Content - Design, develop, and update CPE courses covering: - U.S. GAAP - Auditing Standards (GAAS) - SSARS - SEC Developments - Ethics - Other key accounting and auditing topics - Create engaging learning materials including: - Presentation decks - Course manuals and chapters - Knowledge checks and assessment questions - Technical articles and content summaries - Ensure all educational content complies with NASBA and applicable CPE standards - Serve as a Subject Matter Expert - Provide technical expertise on complex accounting and auditing matters - Collaborate with internal teams to answer customer questions and support educational initiatives - Contribute technical articles, blogs, and thought leadership content - Support strategic initiatives that enhance the value and reach of Surgent's curriculum - Optional Teaching Opportunities - Depending on experience and interest, you may also: - Present CPE courses in webinar, live, or self-study formats - Engage directly with accounting professionals during training sessions - Serve as a primary resource for technical participant questions Qualifications - Active CPA license - Strong technical accounting expertise, including U.S. GAAP and auditing standards - Experience researching and interpreting complex accounting guidance - Exceptional written and verbal communication skills - Strong project management and organizational abilities - Ability to simplify technical concepts for professional audiences Requirements - Public accounting audit experience - Experience developing training, educational content, or instructional materials - Experience presenting technical content to professional audiences - Background in instructional design or adult learning methodologies - Experience creating technical publications, courses, or thought leadership content Benefits - Competitive compensation (contingent on experience) - Paid time off (based on sliding scale according to hire date and work hours), parental leave, bereavement, and 8 hours of volunteer time - A generous paid holiday schedule that includes the entire week of Christmas - Comprehensive benefits package (medical, vision, dental, life, disability and pet insurance) - 401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment) - Annual professional and career development opportunities available - Social Committee that offers an inclusive environment to get to know coworkers in a fun way - Daily on-site group fitness classes

• Assist with accounts payable processing, from invoice entry through check runs • Support accounts receivable, including customer invoicing and payment tracking • Assist with job costing for government contracts • Record daily cash activity and deposits • Prepare monthly bank and account reconciliations • Assist with payroll processing, payroll journal entries, and vacation balance updates • Support general ledger maintenance and reconciliations • Assist with month-end close activities • Help prepare financial reports, schedules, and forecasts, as needed • Maintain organized vendor files, accounting records, and supporting documentation • Prepare and update recurring spreadsheets and tracking reports • Research accounting questions and assist with responding to client inquiries • Support timely, accurate deliverables and a positive client experience