Senior Claims Business Process Engineer managing cross - functional process improvements in P&C Claims. Driving operational efficiency and serving as a trusted advisor to executives across various fields.
About the role
- Innovative Consultant managing a portfolio of small business clients. Driving financial improvement and organizational change in a hybrid consulting model from Cogent Analytics.
Responsibilities
- Manage a portfolio of 5–6 small business clients in a hybrid model.
- Act as a financial firefighter and strategic coach, driving urgent change, real results, and lasting impact where it matters most.
- Lead from the front, drive client performance, and improve client liquidity for small business owners across the US.
- Start by mastering Cogent methodology and client approach, then quickly move to support clients in driving financial improvement.
- Act as Co-CEO, rolling up your sleeves to drive change with clients and collaborating with internal team (PATs, Accounting, Marketing, Recruiting, and BD PD).
- Drive urgency with clients to help drive behavior and organizational change, monitoring KPIs and finances.
Requirements
- Minimum 4 years of consulting or equivalent experience (such as business ownership, executive leadership, or multi-unit management), with a proven track record of delivering measurable results and driving operational and financial improvement.
- Demonstrated experience managing projects and client relationships with strategic, financial, and operational accountability.
- Strong financial literacy, including the ability to analyze and improve performance across P&L, balance sheet, and cash flow.
- Ability to travel Sunday through Friday to client sites across the U.S.
- Authorized to work in the United States.
- Advanced computer proficiency, including Microsoft Office, financial software, dashboards, CRMs, and project management tools.
- Valid driver’s license and current auto insurance.
- Preferred: Experience managing budgets of $10M+ and/or previous business ownership.
Benefits
- Compensation is based on billable client work, with significant earning potential tied directly to performance and project engagement.
- Travel is covered by the company.
- All new Project Directors begin on a 1099 contractor basis for a minimum of 90 days. This serves as a mutual evaluation period. Upon successful completion, you will have the opportunity for review to transition into a full-time W-2 employee role with comprehensive benefits.
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