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Zurich is currently looking for an Executive or AVP Underwriter Director Management Liability. As we are expanding, we are looking for candidates to work out of our following location: Austin, Dallas, Houston, San Antonio, or Texas Virtual Office. We are open to remote work for the right candidate located any where within the U.S.. As a Management Liability Underwriter, you will be responsible for utilizing your sales/marketing, relationship building and analytical skills to analyze and underwrite new and renewal business for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. Identifying growth opportunities by determining our customer’s insurance needs and providing the right solutions will also be a critical responsibility of this position. Key Accountabilities of this role: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose., • Mentor team members. This role will be filled at either the Executive Underwriter or AVP Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Executive Underwriter: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP Underwriter: • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills, • Strong relationship building skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $100,000.00 - $215,000.00. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP Underwriter is $130,000.00 - $215,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Houston, AM - Austin, AM - Dallas, AM - San Antonio, AM - Texas Virtual Office Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-RA1 #LI-ASSOCIATE #LI-HYBRID

Zurich Specialties is seeking a VP, Underwriting Director to join the Energy Specialties Business Unit. This position reports to the Head of Energy. The preferred locations are our Houston or New York offices. This senior leader will play a critical role in driving portfolio strategy, underwriting excellence, and profitable growth across the Energy segment. In this role, the leader will utilize data analytics to inform business strategy, steward underwriting quality, and contribute to innovation in tools, products, and capabilities. They will work closely with underwriting teams and internal partners, including actuarial, claims, risk engineering, product development, and finance to deliver comprehensive risk transfer solutions spanning primary and excess casualty, property, and emerging energy-related products. The position also involves supporting customer engagement and distribution efforts, partnering with brokers and clients to enhance service quality and drive market opportunities. This leader will help shape underwriting discipline, guide complex risk decisions, and contribute to long-term strategic planning for the Energy portfolio. The role offers the opportunity to influence one of Zurich’s most dynamic specialty lines while collaborating across the enterprise to support innovation, operational effectiveness, and sustained profitable growth. Responsibilities Include: • Identify, prioritize, and escalate portfolio management, technical skills, and product innovation needs., • Manage data analytics-based initiatives at a national level, working in partnership with actuaries to provide insights and subsequent tangible underwriting actions, • Lead the development of the Strategic Business Directives for the BU, which requires collaboration across Line of Business Technical teams; effective prioritization of and engagement and participation in ongoing portfolio management activities; and implementation, monitoring and driving execution of UW actions identified through monthly engagement with product team leaders., • Leads and drives Tiering strategy (identifying appropriate signals for all lines of business) and has a granular view of tiering results., • Spearhead SBU led efforts in underwriting quality, including file/regulatory documentation and Technical Underwriting Reviews/Audits, • Work with a high level of authority on technically complex risks to support the energy underwriting community, acting as a referral underwriter within the U.S. and facilitating global referrals as required., • Demonstrate specialized knowledge and expertise in products and industry., • Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating manuals. Basic Qualifications: • Experience in a specialized insurance line of business or segment (Energy) Preferred Qualifications: • Advanced knowledge of Energy product lines, the commercial insurance and Energy industry, • Strong Broker relationships, • Results oriented, • Portfolio management, risk selection and pricing experience, • Product development and underwriting strategy experience, • Strong collaboration, conflict resolution and influencing skills, • Technical knowledge and multi-level leadership skills, • Experience building and managing cross functional teams, • Strong executive presence, presentation skills, and the ability to interact across all levels of the organization, • Ability to manage vision and purpose, lead the organization through innovative and creative thinking, • Track record of fostering business improvement and delivering change in a complex insurance environment At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click ___. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $175,200-$287,000, with short-term incentive bonus eligibility set at 25%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Houston, AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BK1 #LI-EXECUTIVE

Job Type: Regular Plains is an industry-leading transportation and midstream provider specializing in transportation, storage, processing and marketing solutions for crude oil. We own an extensive network of pipeline transportation, terminalling, storage and gathering assets in key oil producing basins and transportation corridors and at major market hubs in the United States and Canada. The company is headquartered in Houston, Texas. We’re on the lookout for passionate self‑starters who thrive in fast‑moving, collaborative, and innovative environments. The selected candidate will be eligible for company benefits including Medical, Dental, Vision, Paid Time Off (PTO), and Free Parking. ESSENTIAL JOB FUNCTIONS: * Operational Accounting/Volume Management * Manage shipper interest, shipper volume allocations in coordination with pipeline schedulers, shippers, operators, producers and pipeline companies * Manage retroactive adjustments to prior nominations and/or tickets * Assist in gathering and analyzing measurement data collected to process system inventory, loss/gains and trends * Revenue Management * Generate and distribute shipper statements and invoices * Initiate business close for pipeline systems * Verify oracle entries generated by the pipeline computer system via invoicing, and supplemental schedules * Reconcile outstanding shipper accounts receivable balances and follow-up for collection * Analyze revenue and volume actual data vs. guidance * Customer Management * Pro-actively investigate and resolve ticket, volume and revenue problems during the month before close * Interact with customers to resolve issues and concerns * Develop and maintain good working relations with other departments, pipeline schedulers, shippers, operators, producers and pipeline companies * Financial Reporting Management * Develop and/or update financial, governmental, and quarterly/annual statistical reports to meet the business requirements * Generate supporting files for FERC reporting quarterly and annually * Develop and/or update monthly reporting schedules for financial reporting (10K-Q) and internal use (monthly meeting materials) * Special Projects * Working with various departments, as needed, to execute special projects * Monitoring action items and project deliverables in conjunction with stated deadlines * Technical accounting interpretation and documentation as needed * Assistance in accounting standard implementation projects KNOWLEDGE & SKILLS: * Must be able to multitask and meet deadlines * Must be a team player and responsible individual who takes initiative/ownership in all areas of work * Ability to work extended work hours as needed * Excellent organizational skills and attention to detail * Advanced level of proficiency with Microsoft Excel required EDUCATION / EXPERIENCE: * Bachelor’s degree in Economics, Mathematics, Finance or Accounting required * Experience in pipeline or energy industry preferred * Knowledge of computer systems and programs such as Oracle, Adobe, Microsoft Word, Outlook, Visio, and VMACS pipeline computer system experience is a plus * Cleared criminal history (background) and satisfactory reference checks * Compliance with the Company’s drug and alcohol policy including pre-employment D&A testing. * This position is not eligible for employment-based visa sponsorship. Applicants must be authorized to work in the U.S. for the duration of their employment #Plains At Plains, our employees are our most valuable asset. Hard work is rewarded with competitive compensation and a top-tier benefits program designed to keep our employees safe, healthy and happy. We work hard to deliver the best results to our stakeholders, and we also respect our employees' need for personal and family time, which is reflected in our ___. We are proud to be an ___. We are committed to providing employment opportunities to all qualified individuals, without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, veteran status, genetic information, disability, or any other characteristic protected by federal, state, or local law. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting ___. Salary details estimated by job boards such as Indeed, Glassdoor, and LinkedIn do not represent Plains’ compensation structure. We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process. ___.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We're looking for a Pharmacy Auditor, someone who's ready to grow with our company. In this position you will assist in overseeing the daily operations of the ADM, reports, audits and database management. Think you've got what it takes? Job Duties & Responsibilities • Assists in the operations for the Pharmacy Automated Dispensing Machines (Omnicell)., • Oversees adequate par levels of non-controlled substance medications are maintained in the ADMs as documented through Par vs. Usage reports and as evidenced by lack of inventory complaints from nursing and/or pharmacy areas., • Works with Pharmacy Computer Support and BioMed to follow up on technical or mechanical issues involving Omnicells., • Provides support for the inventory specialist during annual inventory (non-controlled substance medications)., • Create new Omnicell configuration for non-controlled substances medications. Work with the Inventory Specialist (Controlled Substance/Omnicell) to coordinate the addition of new Omnicell., • Ensure Controlled Substance Compliance., • Documentation and Report., • Participates in the education of pharmacy students and new employees as documented by signature on the objectives and competencies form., • Informs manager in a timely manner regarding any compliant issues. Skills & Requirements • H.S. Diploma or equivalent required, • RPHT-TX - Reg Pharmacy Technician – TX by the State Board of Pharmacy required, • 2 years pharmacy technician experience preferred ABOUT US Founded in 1996, Texas Children's Health Plan is the nation's first health maintenance organization (HMO) created just for children. We provide STAR/Medicaid and Children's Health Insurance Program (CHIP) to pregnant women, teens, children and adults in Houston and surrounding areas. Currently, the Health Plan has more than 375,000 members who receive care from our network of more than 1,100 primary care physicians, 3,200 specialists, and 70 hospitals. Texas Children's Health Plan is also the largest combined STAR/CHIP Managed Care Organization in the Harris County service area. To join our community of 15,000+ dedicated team members, visit texaschildrenspeople.org for career opportunities. Texas Children's is proud to be an equal opportunity employer. All applicants and employees are considered and evaluated for positions at Texas Children's without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, gender identity, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

The Senior Financial Analyst is responsible for preparing and analyzing internal and external financial data of considerable complexity requiring independent judgement, initiative, and extensive knowledge of the College, accounting, HCC policies and procedures, and external agencies. May provide gui

Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts.

Senior Program Administrator & Accountant. The Senior Program Administrator & Accountant leads end-to-end program operations while owning core accounting and financial management for the NIH U54 – Center for Biomedical and Health Research (CBMHR} Pis/PD on National Institutes of Health ( NIH) gran

Financial Aid Customer Service Representative.Requisition #📅1 day ago Post Date.The Representative, Financial Aid Customer Service provides customer service to students, parents and general public via various communication methods to support the daily operation of the Financial Aid Depar

Location: This will be onsite as listed in the job posting. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience Research and resolve problems and respond to client inquiries on account status. Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist banking center associates with all aspects of daily operations as needed, including audit controls. Assist banking center management with "on the job training" of new associates. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

The Vice President & Chief Auditor (CIO) is the University’s senior executive responsible for compliance with the Texas Internal Auditing Act, Texas Government Code 2102 as amended by House Bill 2485 during the 78th Legislature and House Bill 16 during the 83rd Legislature. Serves as liaison betwe

Adjunct Faculty, Energy, Manufacturing, & Trades Management.This job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position.A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, steward

Instructor, Accounting Adjunct Pool.J5 Requisition #📅Mar 06, 2026 Post Date.Provide the expertise and knowledge that support the college curriculum and programs.Establish courses following accepted higher education standards, teach students using a variety of effective methodologies and

Master’s degree in Accounting, Finance, Business Administration, Public Administration, or a related field. Partners with Facilities/Capital Planning to finance capital projects; evaluates financing structures and presents recommendations. Drives continuous improvement in business processes and se

Responsible for managing a team that supports finance & accounting processes and systems-related initiatives, including but not limited to implementing new technology to advance accounting and finance capabilities, leading financial technology upgrade projects and related process improvements, worki

Position Summary: Manage assigned accountswritten within Underwriting & Select Accounts. Assisting with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with clients, internal and external, in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: • Meet quality measurement goals by delivering high quality service in. Through the submission process, help the Underwriter meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations (utilize Pre-Qualification Checklist on every submission). Assist the Underwriter with policy issuance for all represented carriers, maintain policy register, perform inspection processing, manage certificates of insurance for all carriers, manage bind request (internally and externally), endorsement processing including notice of cancellation, loss runs, claims and audits. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify same with the client and/or broker. Assist Underwriter in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms from referral carrier Underwriters., • Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Oversee all ongoing file activity including assuring overall quality, timeliness, and accuracy of policies, endorsements, and all other active and dead file correspondence and documentation. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding., • Develop and maintain strong market and client relationships. Specific Duties • Market and Quote accounts as directed by the Underwriter, • Field phone calls and questions on applications, • Handle all mail including, but not limited to endorsements, requests for loss runs, certificates, requests from the company, etc., • Handle underwriting subjectivities, and direct to the appropriate PA., • Ensure all renewals are sent out and presented to the retailers as directed by the Underwriter. Suspense appropriate renewal information., • Updating our agency management system., • Track monthly numbers, • Work closely with assigned Underwriter in identifying other projects where skills, experience, and knowledge can be utilized. Education, Experience and Skills Required: • Licensed – Fire & Casualty. License should be obtained in the first year of employment, • 0-2 years insurance experience, • Strong preference for commercial property and casualty & surplus line experience, • Exceptional organization, follow-up, communication, management, leadership and interpersonal skills, • Possess an intuitive and proactive approach to business problems and solutions, • Exhibit good listening skills and a willingness to help and support others, • Advanced skill level in PC software (Word, Excel and other software, as required), • Ability to be flexible in work schedule as needed, • Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions, • Required to complete all subsequent Continuing Education class requirements to maintain active license without prompting from Compliance or supervisors Work Environment • Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent., • Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance., • Working environment is generally within the confines of an office where normal climate conditions support effective job performance.Some daily travel may include limited time spent outside in the elements as part of the normal commute., • Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.

The ideal candidate will be responsible for advising families on building, preserving and managing their wealth. The Financial Advisor will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. He/she will be part of a team based in Houston, Texas and supported by an institutional platform that has the resources, specialists and intellectual capital to advise clients on achieving their desired goals. Accountabilities & Areas of responsibility • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and insurance., • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Ensure that proposed solutions fulfill client’s needs and objectives in the short, medium and long term through a holistic goals-based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures, • Six plus years of work experience in Private Banking or Financial Services developing business with ultra-high net worth and/or high net worth individuals and families in the Latin American Market, • Bachelor’s Degree required; MBA, or CFP preferred, • Series 65 or it's equivalent (i.e. CFA) - MANDATORY!, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Focuses on the client experience and works tirelessly on the client’s behalf, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Spanish fluency required

This is an excellent opportunity to work a multi-year contract role that is a 5 day a week on-site role in the downtown Houston area for a leading organization. The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. • There are currently 5 members on finance the team, • Someone from the FP&A side of accounting and finance, not just a straight accountant., • 5 days a week in office, but is flexible in the start and stop times, the hiring manager is a great person and understands the need for flexibility, • 3 different sides of the business right now this person will be helping support. Current construction of a new plant, once this plant goes live more of a transition to helping with the financial operations side of the business, and supporting the corporate function of finance, and the systems side (ERP) of the company., • LNG Experience is a nice to have, but general O&G would be fine., • Planful ERP or S/4HANA experience would be helpful but not required., • Strong Excel skills must have, • PowerPoint experience nice to have, • Experience working with VP and C level executives and working on reports that will be looked at by the VP and C level., • Right now, this is set to up to a 2-year contract, • Newly Created role since they are growing, • 4-year Degree yes must have, • Start ASAP and probably hire off a video meeting

Payroll Specialist (Full-Time Contract | Houston, TX) 📍 Location: Houston, TX (Onsite) 💼 Employment Type: Full-Time 💰 Salary: $39,000 – $46,000 annually About the Role We are looking for a detail-oriented Payroll Specialist to support end-to-end payroll operations in a fast-paced environment. This role requires strong experience in payroll processing, compliance, and handling complex payroll scenarios. Key Responsibilities • Process payroll including retro pay, overpayments, final pay, and adjustments, • Manage employee deductions, garnishments, and benefits processing, • Handle leave of absence transactions and payroll updates, • Ensure payroll compliance with applicable laws and policies, • Maintain payroll records and perform audits/reconciliation, • Support internal teams with payroll-related queries Required Qualifications • 2+ years of experience in payroll, finance, or accounting, • Strong understanding of payroll processing and compliance, • Experience with ERP/payroll systems (ADP, Workday, eFinance, or similar), • Proficiency in Microsoft Excel, • Strong attention to detail and organizational skills Preferred Qualifications • Experience in public sector, education, or government payroll, • Familiarity with complex payroll calculations (LOA, retro pay, terminations) Why Apply? • Stable full-time contract opportunity, • Hands-on exposure to complex payroll operations, • Collaborative and structured work environment Interested? Apply now or message me directly to learn more.

Financial Planning and Analysis Manager Houston, TX We are hiring an FP&A Manager for our growing global nutraceutical client. This new role will be responsible for financial steering and performance insight for the company’s manufacturing and operational plant in Houston. Acting as the financial counterpart to the Plant Manager and operational leadership, this position is designed for a candidate who excels in analyzing data and delivering actionable insights. As a trusted partner to the VP of Strategic Finance and leadership team at headquarters in Europe, you will take ownership of key financial processes and coordinate across the Group on business plans, KPI tracking, capital allocation and cost initiatives to ensure the company is well-positioned for growth and success. RESPONSIBILITIES: Performance Monitoring: • Lead financial projects from start to finish, delivering high-quality results on time, even under tight deadlines. REQUIREMENTS: • Experience: Minimum 5 years of experience in FP&A, transaction advisory, M&A, or consultancy., • Skilled Financial Analyst: Proven ability to analyze costs, track financial metrics and delivering actionable insights to senior stakeholders., • Self-Starter: Proactive and capable of driving analysis and projects with no guidance., • Technically Proficient: Advanced skills in Excel and proficiency in Power BI and other MS PowerTools for data analysis and visualization., • Effective Communicator: Strong ability to present financial data clearly and concisely to different audiences, including senior leadership., • Organized & Reliable: Skilled at managing multiple priorities and meeting deadlines while maintaining high-quality work.

Medical AR Collections & Revenue Cycle Specialist Hornet Staffing, Inc. (a GEE Group company) - Houston, TX, 77092 (Onsite) Join a reputable and established healthcare organization as a Medical Collections & Revenue Cycle Specialist in an in-office role. $20-22.00 per hour to start! A stable schedule with no nights or weekends while building your career in a supportive, professional environment. Job Description & Responsibilities : • Experience in resolving insurance claims denials, • Must have Insurance verification, billing, corrected claims, experience with Epic and Meditech in a hospital setting., • Collects balances due from commercial and/or governmental insurance and third-party payers, ensuring proper reimbursement for all services., • Identifies denied or underpaid claims and dedicates efforts to ensure proper resolution and timely turnaround within payer guidelines., • Demonstrates knowledge of standard bill forms and filing requirements, explanation of benefits, and online payor portals and resources. Summary: • Provides medical collection services for TLRA collection units., • Utilizes a strong background as a medical collection specialist to resolve accounts placed with TLRA for collection successfully., • This involves performing collection activities related to follow-up and account resolution, including communication with patients, clients, reimbursement vendors, and other external entities, while adhering to all applicable client, state, and federal guidelines.

Seeking a Payroll Manager to lead global payroll operations. The ideal candidate is a detail-oriented payroll professional with experience managing international payroll processes and third-party payroll vendors. In this role, the Payroll Manager will ensure accurate and timely payroll delivery by overseeing payroll operations and service providers while driving continuous improvement initiatives and maintaining regulatory compliance. Salary + Additional Benefits: • $150,000–$165,000, • Medical Insurance, • Dental Insurance, • Vision Insurance, • 401(k) with Company Match Location: Houston, TX Type of Position: Direct Hire Responsibilities: • Oversee accurate and reliable payroll services for employees across global operations, including expatriate employees, ensuring all performance metrics and service standards are consistently met., • Manage service delivery and vendor relationships with external payroll providers operating in a fully managed service model., • Lead, develop, and organize the payroll function to support all aspects of the employee lifecycle while effectively managing workloads and peak activity periods., • Promote a high level of customer service by fostering a culture focused on employee experience and operational excellence., • Drive continuous improvement in payroll and HR data processes, including increased automation of payroll data collection, validation, and submission to external providers., • Lead payroll-related projects and support initiatives to standardize payroll services across global locations where feasible., • Serve as the escalation point and subject matter expert for complex payroll issues requiring review, guidance, or resolution., • Provide reporting, insights, and performance data related to payroll accuracy, compliance, and operational efficiency., • Oversee internal audit checks across payroll processes to ensure compliance with applicable regulations and company policies., • Communicate proactively with internal stakeholders and employees regarding payroll matters, mitigating potential pay-impacting issues where possible., • Partner with HR leadership to understand business needs and deliver effective payroll services that support organizational objectives., • Collaborate with Finance and Accounting teams to ensure accurate payroll accounting and reconciliation., • Work with HR colleagues to support the administration of compensation and benefits programs., • Maintain governance standards to ensure accurate employee and HR records in accordance with applicable U.S. data privacy laws and company policies., • Ensure payroll processes comply with relevant Sarbanes-Oxley (SOX) controls and support internal and external audit reviews. Requirements: • Bachelor’s degree in Human Resources, Business Administration, Finance, or related field, or equivalent experience, • Certifications related to Global Business Services or Shared Services environments preferred, • Experience working in HR or Payroll Operations within a multinational organization, with at least 3 years in a payroll leadership, supervisory, or project management role, • Experience managing relationships with third-party payroll service providers, • Understanding of payroll regulatory requirements across multiple international jurisdictions, • Ability to anticipate operational needs, plan proactively, and escalate issues appropriately when necessary, • Proven leadership experience with the ability to coach and develop high-performing teams, • Strong focus on employee experience, relationship management, and customer service, • Experience with HRIS/HRMS platforms and payroll systems, • Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint, • Strong interpersonal and leadership skills with the ability to interact effectively at all levels of the organization, • Ability to analyze complex payroll data, summarize insights, and support improvements in payroll performance, • Demonstrated track record of meeting performance and operational targets, • Self-motivated with the ability to work independently with minimal supervision, • Strong judgment and professionalism when supporting both internal and external stakeholders, • Ability to manage competing priorities and high-volume workloads effectively, • Adaptable and comfortable working in evolving or changing environments, • Solutions-oriented with a proactive, results-driven approach, • Strong written and verbal communication skills with a customer-focused mindset, • Experience managing processes in accordance with SOX controls, • Experience working within hybrid shared services environments and managing outsourced service providers Due to the high volume of applications typically received, only candidates selected to move forward in the hiring process will be contacted. Qualified applicants are generally contacted within one week of submitting their application.

Hiring: Patient Account Specialist Lead (Onsite) 📍 Onsite Position: Houston TX no nights and Weekends Excellent Benefits!! 🕒 Experience Required: 1–3 Years We are looking for an experienced Patient Account Specialist Senior with a strong background in medical collections, claims denials and healthcare billing. ✅ What We’re Looking For: • 1–3 years of experience in a Medical Collection/Account Receivable/Billing, • Experience in healthcare billing, medical collections, or collection agency, • Strong communication and account resolution skills, • Handle medical collection accounts placed with TLRA, • Follow up on outstanding accounts and resolve patient balances, • Communicate with patients, clients, reimbursement vendors, and external partners, • Ensure compliance with client, state, and federal guidelines, • Maintain accurate and timely documentation in the collection system

Nonprofit Chief Financial Officer Houston, TX Our client, a healthcare and education non-profit organization based in Houston, TX, is seeking a Chief Financial Officer (CFO) who will play a critical role in ensuring the continued financial health and sustainability of the organization by leading the financial functions. This position oversees financial functions that include general ledger, monthly close, accounts payable, treasury, budgeting, forecasting, and ensuring that reported results and processes comply with generally accepted accounting principles (GAAP). The CFO will work closely with the CEO and department directors. Our client offers a hybrid work structure, competitive compensation, a comprehensive benefits package, and the opportunity to make a meaningful difference as part of a mission-driven, growing organization! Responsibilities: • Serve as a strategic advisor to the CEO and Board of Directors on financial planning, sustainability, and long-term organizational growth., • Develop and execute financial strategies that support the organization’s mission and, clinical and educational services., • Participate as a key member of the executive leadership team, contributing to organizational strategy and decision-making., • Issue timely and accurate financial statements; lead the preparation of the monthly, quarterly, and annual financial statements and reports., • Prepare financial management reports in conjunction with the organization’s audit partner including annual audits, tax returns (Form 990) and regulatory reports., • Oversee annual budgeting process and periodic long-term forecasting., • Continually investigate, evaluate, and collaboratively introduce process improvements throughout the organization., • Oversee tuition and related school reimbursement collection and work in coordination with the development department regarding contribution revenue., • Production of the annual and monthly budgets and actual variance reporting; evaluate and understand the variances to budget before issuing financial statements., • Work with Board Treasurer to submit and present financial reports to the board., • Manage the daily cash position including maintaining accurate cash projections ensuring enough cash on hand for operations and informing CEO, Board of Directors, and Foundation Board of Trustees of cash needs from the organization’s foundation. Cash projections are developed for multi-year, full year, and monthly periods., • Develop and maintain internal controls, financial policies, and risk management practices., • Serve as primary relationship manager with the organization’s auditors and lead the external audit process., • Support the organization’s board of directors, board of trustees and department directors with in-depth analysis and preparation of financial reports., • Ensure bank reconciliations are prepared ahead of monthly financial statements., • Oversee financial management of grants, contracts, and restricted funds, ensuring compliance with funder requirements., • Oversee IT needs and planning for the organization, including management of the organization’s contracted vendor., • Ensure effective financial systems, technology, and processes are in place to support organizational efficiency., • Oversee 403B plan and compliance., • Oversees Facility Compliance and Privacy Program. Requirements: • Bachelor’s degree in Finance, Accounting, Business Administration, or related field, • CPA certification is preferred, • 8+ years of progressive financial leadership experience preferably in a non-profit setting, • Demonstrated experience with nonprofit accounting, audits, budgeting, and financial reporting, • Strong proficiency in Excel and Financial systems

Lead Bookkeeper/ Office Manager Houston, TX | Full-Time | Environmental Services Our client is a mission-driven environmental services company focused on improving air quality. They are a small, growing team where every contribution matters, ideas spark change, and your work has a real impact. They are seeking a proactive, highly organized Bookkeeper / Office Manager to manage financials, office operations, and executive support. This is a hands-on role ideal for someone who thrives in a fast-paced, collaborative environment, enjoys variety, and takes ownership of responsibilities. Key Responsibilities Financial Management & Bookkeeping • Manage client invoicing, accounts payable, accounts receivable, and general bookkeeping using QuickBooks Pro, • Maintain accurate financial records and perform bank and credit card reconciliations, • Track expenses and assist with monthly financial reporting, • Manage weekly time tracking and project billing in BigTime, • Assist with payroll setup and documentation, • Provide direct administrative support to executive leadership, • Supervise one Administrative Assistant and guide workflow, • Oversee daily office operations, including vendor management, office supplies, and billing, • Create professional reports, presentations, and documents using Microsoft Office and Adobe Acrobat Pro, • Maintain organized digital and physical filing systems, • Assist with HR administration, onboarding, and office safety programs, • Support company LinkedIn and social media presence for recruiting and marketing, • 5+ years of bookkeeping, office management, or senior administrative experience, • Experience supporting executives or senior leadership, • Strong understanding of accounting principles and financial recordkeeping, • Ability to manage multiple priorities in a fast-paced environment, • Hands-on experience with: QuickBooks Pro, BigTime, Adobe Acrobat Pro, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams), • Meaningful work supporting environmental impact initiatives, • Small, collaborative, and mission-driven team, • Opportunities to expand your role as the company grows, • Competitive Houston market-based salary, PTO, and benefits, • Positive, fun culture with team events and celebrations

Manager, Accounting Houston, Texas Company Information: Alpha Generation manages and operates power generation facilities that are well positioned to provide reliable, secure, safe, and sustainable power to meet increasing demand for electricity. Our diverse portfolio of assets is owned by ArcLight Capital Partners, a leading middle-market, value-added infrastructure investment firm that owns assets across the power, renewables, strategic gas, battery storage, and transformative infrastructure sectors. ArcLight has invested over $28 billion in equity capital across 125 transactions totaling approximately $80 billion in enterprise value. ArcLight has assembled a best-in-class leadership team at AlphaGen to manage over 14,000 megawatts of power infrastructure across four RTO markets (PJM, NYISO, ISONE, and CAISO). This highly experienced senior management team has a proven track record of strategic, operational, and commercial success and is focused on value creation while managing risk. AlphaGen oversees one of the largest domestic, independent power portfolios, with nearly $2 billion in annual revenue. Position Overview: Reporting to the Sr. Manager of Accounting the Manager, Accounting will serve as a key member of the finance & accounting team. The position will be primarily responsible for daily accounting activities, as well as supporting the preparation of entity level and consolidated financial statements and reports for the company. The ideal candidate brings a strong foundation in accounting within energy or tangential sectors and thrives in a fast-paced growth-oriented environment with complex capital structures. Role and Key Responsibilities: • Accurate and timely completion of monthly accounting close., • Maintain balance sheet account reconciliations, including intercompany account reconciliations., • Coordinate with Treasury department monthly to assist with clearing intercompany & related party balances., • Assist in developing lower-level staff’s understanding of more complex areas of GAAP and ASC guidance., • Support preparation of monthly, quarterly, and annual internal financial reports and statements., • Support preparation of quarterly and annual consolidated financial statements, and footnotes, for various issuing entities., • Provide support to Accounts Payable., • Prepare necessary deliverables for the external auditor’s annual audits., • Conduct research and analysis on technical accounting issues, as requested., • Assist in preparing information to support tax filings., • Assist Accounting team in supporting strategic transactions including asset acquisitions and post-transaction integration., • Perform ad hoc projects and conduct financial analysis as needed., • Other duties as assigned. Professional and Educational Requirements: • Bachelor’s degree in accounting is required; a master’s degree is preferred., • A minimum of 5 years of accounting and financial reporting experience., • Prior work history that includes experience from a Big 4 accounting firm is highly preferential., • CPA is preferred., • Strong knowledge of accounting and financial reporting, including generally accepted accounting principles., • Must demonstrate strong analytical skills, attention to detail and the ability to prioritize., • Ability to produce quality materials within tight timeframes and manage several projects simultaneously., • Position requires professional written/verbal communication and interpersonal skills and the ability to establish strong working relationships., • Experience in the energy industry is preferential., • The candidate will be required to be in office a minimum of 4 days a week. AlphaGen is an equal opportunity employer. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable laws.

The Bachrach Group is partnered with one of the leading global financial services organizations on their search for a PAYROLL SPECIALIST. This role offers great benefits plus a hybrid work schedule, exposure to international payroll, and close collaboration with cross-functional partners in a dynamic, fast-moving environment. The ideal candidate will have at least 5 years of full-cycle multi-state payroll experience. RESPONSIBILITIES: Payroll Management • Manage full-cycle payroll processing for multiple pay groups across North America and Europe, • Execute scheduled and unscheduled payroll runs, including special and corrective payments, • Administer payroll changes related to onboarding, employee exits, and compensation updates, • Review and validate time data, retroactive adjustments, and tax elections to ensure accuracy, • Support payroll requirements for globally mobile employees, including jurisdiction-specific payroll treatments, • Maintain compliance with applicable wage, hour, and payroll regulations across all supported locations, • Perform detailed reconciliations between payroll systems, HR platforms, and third-party reports, • Identify discrepancies and resolve payroll, benefits, and employee data issues, • Produce payroll reports and data analyses in response to internal inquiries, • Support finance and people teams with payroll-related insights and funding requirements, • Maintain payroll calendars and pay schedules within the payroll system, • Participate in payroll system testing, upgrades, and configuration changes, • Proactively identify opportunities to improve efficiency, controls, and scalability of payroll processes, • Stay informed on regulatory changes and help implement necessary updates QUALIFICATIONS: • Hands-on experience with WORKDAY, • 5+ years of experience managing full-cycle payroll is required, • Strong working knowledge of payroll taxation, earnings, and benefits, • Demonstrated ability to manage multiple priorities with accuracy under tight deadlines Intermediate to advanced Excel skills, • Experience supporting payroll across multiple countries - APAC and EU, • Exposure to equity or incentive compensation payroll processing, • Bachelor's degree is highly preferred For additional details and the next steps, please send your resume to: Location: Downtown Houston area Schedule: Hybrid, 3 to 4 days in-office Salary range: $95,000 - $105,000 DOE (plus bonus eligible) Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Summary: This role provides subject matter expertise for the administration, design, customer service and delivery of employee benefit plans related to benefits administration, workplace absence and work/life balance programs as well provide financial controllership services for the U.S. Benefits team. Financial controllership activities include critical financial and analytical support for the administration, design, procurement and service & delivery of various benefit programs to employees and other participants in benefits plans sponsored by the Company. Additionally, the role is responsible for managing the purchase order process and management reports needs for the U.S. benefits team. Responsibilities: • Assists in the development of benefit program strategy by providing recommendations to HR leadership and executing on the program implementation., • Develop vendor relationships to ensure that the vendor is executing to serve SABIC employees effectively, • Communicate with participants to ensure that they understand and value the benefits programs, • Supports benefits team with company’s annual enrollment activities, • Provide critical financial and analytical support for the administration, design, procurement and service delivery., • Analyze and report C&B costs and trends to identify key cost drivers and recommend actions., • Help managing the purchase order process and management reports needs for the team., • Provide support for the supplier sourcing/renewal process and supplier/vendor oversight related to purchase orders., • Supports efforts to develop strategic initiatives, evaluate benefit design alternatives and determine employee contribution levels working closely with cross functional team members and external experts., • Team up with Finance & Treasury organizations to ensure proper funding of benefit programs and timely payment of benefit suppliers. Requirements: • Bachelor’s degree in business, finance, accounting, health, social sciences, or related field. Master’s degree in similar fields a plus., • 5 years benefits and/or insurance industry with experience in accounting and financial reporting, • Demonstrated analytical and problem-solving skills., • Familiarity with supplier management, negotiations and sourcing processes., • Intermediate to Advanced Excel skills including V-lookup and Pivot table, • Demonstrated verbal and written communication skills, • Experience with claims and reporting, • Advanced computer skills in Microsoft Office and SAP to run reports & analysis, • Ability to handle confidential information with discretion, • Ability to handle multiple priorities at once, • Ability to maintain a strong attention to detail, • Demonstrate strong organizational skills, • Must have experience with sourcing, selection, and contract negotiations with benefits providers

Prepare, document and process payroll (and expense reimbursement where relevant) from start to finish, ensuring accurate entries, deductions and appropriate payroll taxes are reported and paid. Strong knowledge of payroll regulations with experience in Payroll, Benefits and HR systems. Bachelor’s

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Vice President of Corporate Compliance As the Vice President of Corporate Compliance, you will protect the Firm by serving as the point of coordination and oversight for compliance-sensitive communications, documentation, and Firm-wide governance. You will act as the gatekeeper for materials that represent CAZ externally or may elevate risk internally. This includes the review of contracts, NDAs, leases, marketing collateral, social media content, and official correspondence. You will collaborate with the Chairman’s Office, Marketing Team, Investment Team, internal Legal Team, and outside counsel to ensure precision, clarity, and alignment with regulatory and Firm standards. You will also train and equip our Team to understand and uphold compliance expectations across all functions. Key Responsibilities: • Review and approve all external-facing Firm materials, • Review legal and contractual documents including NDAs, leases, agreements, and amendments, • Oversee documentation governance systems, • Liaise with internal Legal and outside counsel, • Support strategic Firm transactions, • Provide internal education on compliance standards, • Monitor regulatory developments, • Build scalable compliance processes using Asana, • Ensure communications adhere to Firm standards Success as a Vice President of Corporate Compliance will be measured by your: • Ability to mitigate compliance and reputational risk, • Proactive oversight of documentation workflows, • Accuracy and timeliness in reviews of documentation and collateral, • Effective coordination across various Teams, • Ability to maintain operational rigor in fast-paced environments, • Strong organization and process execution Requirements: • Bachelor’s degree required; legal background preferred but not required, • 4–6+ years in compliance oversight, documentation review, or governance, • Understanding of private fund or registered fund compliance standards is preferred, • Strong attention to detail and written communication, • Ability to collaborate across Teams and with counsel, • Proficiency with Microsoft Office; Proficiency in Asana and artificial intelligence-based tools preferred, • Ability to work effectively in a fast-paced environment under strict deadlines Compensation and Benefits: • Base salary will be commensurate with experience, • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and Firm profitability, • Participation in our matching 401(k) plan, • We offer a generous PTO plan, along with an excellent benefits portfolio

Tanglewood is one of the largest, independent, wealth management firms in Houston with approximately $1.4 Billion in AUM and 425 client relationships. For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth with our Signature Service. We approach each client with care, concern, and our full attention. We maintain a high bar for accuracy and responsiveness. Our investment operations team ensures that portfolios are implemented correctly, data remains accurate and reliable, and reporting systems run smoothly across the firm. If you enjoy working with investment data, solving operational challenges, and building expertise in portfolio operations within a growing wealth management firm, this is a position in which you will thrive. Position Summary We are seeking an Investment Operations Associate to support the daily execution of the firm’s investment operations and portfolio reporting functions. Reporting to the Investment Operations Manager, this role helps to ensure the accuracy and efficiency of trading workflows, portfolio reporting, billing processes, and investment data management. The Associate works closely with the Investment Operations team, Investment team, and Wealth Management advisors to support operational workflows and maintain the integrity of investment data across firm systems. This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm. Qualifications · Minimum of 2+ years of experience in investment operations specifically dealing with trading platforms such as portfolio rebalancers. · Series 65 license or willingness to obtain within the first 90 days · Experience working with custodians such as Fidelity or Schwab · Strong attention to detail and process discipline · Proficiency in Microsoft 365 and Excel · Ability to troubleshoot operational issues and work effectively across teams Trading & Investment Operations · Support daily trading workflows in alignment with portfolio models and client account guidelines · Monitor trading systems, cash balances, and account drift to ensure portfolios remain aligned with investment strategy · Assist in resolving trade exceptions, corrections, and custodian inquiries · Support reconciliation of custodial data and portfolio accounting systems Portfolio Reporting & Data Accuracy · Prepare and reconcile client and model performance reports · Maintain firm-wide portfolio reporting standards, including preparation and validation of GIPS-compliant monthly performance analysis · Assist with preparation of reports and analysis for Investment Committee and internal leadership meetings Billing Support · Assist with quarterly asset-based billing processes · Audit fee calculations and support reconciliation of billing outputs · Coordinate with operations and advisory teams to resolve billing discrepancies Investment Team Support · Assist in preparation of proposed investment analysis · Maintain various investment reports (weekly, monthly, quarterly) · Maintain historical investment spreadsheet · Assist portfolio managers with client projects and security research Technology Environment Our investment operations team works with a range of industry platforms including: · Black Diamond · YCharts · Custodial trading and reporting platforms (e.g., Schwab Advisor Center) · CRM systems and internal operational reporting tools (Salesforce) · Microsoft 365 and Excel-based reconciliation and reporting workflows Candidates should be comfortable learning and working across multiple systems in a data-driven operational environment. Compensation & Benefits · Competitive salary depending on experience · Discretionary annual performance bonus · 401(k) and Profit sharing plan with firm contributions typically up to 13% per year with immediate vesting. · Paid employee Health Insurance · Employer HSA contribution · Employer paid Life and Long-term disability insurance · PTO and paid holidays (days surrounding quarter ends are not available for PTO). · Limited work from home available (after training period) and special bonus for unused work from home days. Why Tanglewood? · A “clients first” culture · A fiduciary duty of care for all client relationships · Modern workspace and a leading tech stack · A rewarding place to work and grow, a very stable team · Individual annual charitable giving allowance · Family-friendly work environment · Refreshments, snacks and weekly team lunches provided · Free onsite underground parking

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Vice President, Portfolio Management & Operations As Vice President, Portfolio Management & Operations, you will support portfolio risk management and investment tax oversight efforts across the Firm’s investment platform. This role is responsible for identifying, monitoring, and mitigating investment, structural and tax-related risks. You will collaborate across Teams to inform leadership, supporting sound portfolio construction and long-term investment outcomes that contribute to the Firm’s overall success. Key Responsibilities: • Support portfolio-level risk management across the Firm’s investment platform, including monitoring concentration, liquidity, leverage and downside risk exposures., • Identify, evaluate, and manage investment-related tax considerations, including structuring implications, ongoing tax exposures and coordination with internal and external tax advisors., • Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments. Success as a Vice President, Portfolio Management & Operations will be measured by your: • Effectiveness in identifying, assessing, and mitigating portfolio-level, structural and investment-related risks., • Ability to evaluate and manage investment-related tax considerations and clearly communicate implications to senior leadership and the Investment Committee., • Ability to deliver quality work, on time, with strong attention to detail., • Proficiency to work within and across Teams to bring success to all members of the Firm., • Ability to demonstrate and communicate an understanding of the financial markets and economics. Requirements: • Bachelor’s degree in Finance, Economics, or a related field. CAIA, CFA or MBA is preferred., • 6+ years of investment industry experience is preferred., • Ability to work in a fast-paced environment under strict deadlines., • Strong leadership and project management skills., • Demonstrates an entrepreneurial mindset and capacity to think outside the box., • Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds., • Experience evaluating tax implications of investment structures, including partnerships, blockers, SPVs, and offshore vehicles, is preferred., • Exceptional organizational and written communication skills with exacting attention to detail., • Strong research experience and financial knowledge, with an understanding of accounting and financial valuation., • Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms., • Strong proficiency with Microsoft Office, and specifically Microsoft Excel., • A solid understanding of underlying macro- and micro-economic forces and trends., • Ability to quickly learn and utilize quantitative modeling techniques., • Strong communication skills., • Selfless team player with a strong work ethic. Compensation and Benefits: • Base salary will be commensurate with experience., • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability., • Participation in our matching 401k plan., • We offer a generous PTO plan, along with an excellent benefits portfolio.

Hello Folks, Role Title: SAP S4 Hana Training Lead Location: Houston, TX - Onsite Reports To: PMO (dotted line to OCM Lead) Team: Training Workstream (SMEs, Super Users, Vendor Trainers, Change Agents) Role Summary Own the end-to-end enablement strategy for 500+ users transitioning to S/4HANA. Translate business process changes into role-based learning journeys, develop high-quality content, and execute scalable delivery (ILT/VILT/eLearning/simulations) with measurable competency outcomes. Coordinate with Test/Process teams to leverage sandbox, Fiori apps, and E2E scenarios for practical learning. Responsibilities Training Strategy & Governance Define Training Strategy aligned to OCM and program milestones (UAT, cutover dry runs, go-live). Establish curriculum governance and sign‑off gates with Process Owners. Role Mapping & Audience Segmentation Create a Role Catalog (end-user, super user, key user, approver, analyst, controller, warehouse, field, etc.) in alignment with existing SAP roles. Map roles to Fiori catalogs/groups, transactions, and process steps. Curriculum & Content Build Learning Journeys per role: prerequisites, core modules, simulations, assessments. Develop content (slide decks, Fiori walkthroughs, job aids, SOPs, quick reference guides, microlearning). Delivery & Logistics Plan modality mix: VILT/ILT etc.. Build the Train-the-Trainer (TTT) program for super users and the Change Network. Coordinate schedules, environment readiness (clients, data, users), and attendance tracking. Assessment & Certification Define competency rubrics and role-based assessments (hands-on). Track certifications/assessments and remediation plans for at‑risk groups. Integration with Testing & Cutover Sync with UAT to use training as a channel for defect discovery & process validation. Prepare Day‑1/Week‑1 job aids Analytics & Continuous Improvement Operate a training dashboard (registrations, completions, assessment scores, satisfaction). Run pulse checks pre‑ and post‑go-live; iterate content accordingly. Deliverables • Training Strategy & Plan (timeline, capacity model, modality mix), • Role-to-Fiori mapping; Learning Journeys, • Curriculum outlines, detailed lesson plans, eLearning modules, simulations, if any, • Train-the-Trainer program & materials; Super User Playbook, • Attendance & Completion Reports; Assessment rubrics & results, • Day‑1 Quick Reference Guides; Required Qualifications • 7–10+ years in ERP training leadership; S/4HANA training experience required, • Demonstrated role-based curriculum design for Fiori and classic GUI where applicable., • Strong collaboration with Process Owners, SMEs, Security (roles/authorizations), and Testing., • Proficiency with LMS (e.g., SuccessFactors Learning), and content tools (Articulate, Captivate) Preferred SAP Enable Now (or equivalent) for simulations and in‑app guidance. Familiarity with RISE environment, and feature adoption.

MHW Search has exclusively partnered with a reputable Residential and Commercial Title firm in Houston that is in search of a Junior Escrow Officer to support their Residential team. The Junior Escrow Officer will support the escrow and closing process for residential real estate transactions from contract to close. This individual will work closely with Escrow Officers, title staff, agents, lenders, and clients to ensure accurate, timely, and compliant closings. Key Responsibilities • Assist in managing residential escrow transactions from opening through closing, • Prepare and review closing documents, settlement statements (CD/HUD), and escrow instructions, • Coordinate with buyers, sellers, lenders, and real estate agents to gather required documentation, • Schedule closings and ensure all parties are aligned on timing and requirements, • Review title commitments and assist in clearing title requirements and exceptions, • Handle escrow funds, including deposits, disbursements, and balancing files, • Ensure compliance with state regulations and internal policies throughout the closing process, • Support post-closing activities, including document recording and file completion, • Provide excellent customer service and maintain clear communication with all parties Qualifications • 2–4+ years of experience in title, escrow, or residential real estate transactions, • Familiarity with closing documents, title commitments, and settlement statements, • Strong organizational skills with the ability to manage multiple files simultaneously, • High attention to detail and accuracy, • Excellent communication and client service skills, • Ability to work in a fast-paced, deadline-driven environment

Madison Professional Group is partnering with a growing, sophisticated wealth management firm seeking an Investment Operations Manager to lead and scale the operational infrastructure of the platform. This role sits at the center of the organization—serving as a key partner to Advisors, Portfolio Managers, and Leadership—ensuring operational excellence, data integrity, and a scalable foundation for continued growth. Position Overview The Investment Operations Manager will oversee all core investment operations functions, including trading workflows, reconciliation, portfolio accounting, billing, and investment data management. This individual will also lead process optimization initiatives, enhance system integrations, and support firm-wide operational scalability. Key Responsibilities Investment Operations Leadership • Lead and oversee daily investment operations across the platform, • Manage, mentor, and develop operations team members, • Allocate resources, manage workflows, and ensure operational efficiency, • Serve as the primary escalation point for complex operational issues Trading & Portfolio Operations • Oversee daily trading activity across custodians (Fidelity, Schwab), • Ensure alignment with portfolio models, client guidelines, and allocations, • Monitor cash balances, account drift, and portfolio positioning, • Partner closely with Portfolio Managers and the Investment Team Reconciliation & Controls • Oversee daily and monthly reconciliation processes across systems, • Identify, investigate, and resolve discrepancies, • Implement and maintain strong internal controls and procedures, • Ensure accuracy and integrity of all investment data Performance Reporting & Data Integrity • Oversee portfolio performance reporting and validation, • Maintain consistency across custodial, portfolio, and CRM systems, • Support Investment Committee reporting and materials, • Familiarity with GIPS standards is a plus Billing Oversight • Manage and review quarterly billing processes, • Validate fee calculations and resolve exceptions, • Partner with advisory teams on billing-related inquiries Custodian & Platform Management • Serve as primary liaison with custodians (Fidelity, Schwab), • Oversee systems such as Orion, ByAllAccounts, and related platforms, • Ensure integrations across systems remain accurate and efficient Process Improvement & Scalability • Identify opportunities for automation and operational efficiency, • Implement new tools, workflows, and best practices, • Document processes and support onboarding of new capabilities Compliance & Cross-Functional Collaboration • Partner with Compliance on regulatory requirements and audits, • Ensure adherence to trading policies and recordkeeping standards, • Collaborate across departments to resolve client and operational issues Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field, • Series 65 (or willingness to obtain within 60 days), • 5–8+ years of experience in investment operations or wealth management, • Prior experience leading or mentoring team members, • Strong knowledge of trading, reconciliation, billing, and portfolio operations, • Experience working with custodians such as Fidelity or Schwab, • Familiarity with Orion or similar portfolio management systems, • Strong analytical, organizational, and problem-solving skills Preferred Qualifications • CFA, CFP®, CIPM, or similar designation, • Experience within a growing RIA or institutional investment platform Why This Opportunity • Direct impact on a growing and evolving wealth management platform, • Leadership visibility and influence across the organization, • Opportunity to build, improve, and scale operational infrastructure, • Collaborative, team-oriented culture focused on long-term success About Madison Professional Group At Madison Professional Group, we specialize in connecting top talent with leading firms across the wealth management and financial services landscape. We partner with a portfolio of firms—from wirehouses and hybrids to independent RIAs—providing professionals with a spectrum of opportunities aligned to their long-term goals. Whether you are actively exploring or simply open to understanding what’s possible, we believe in starting with a conversation. If you’re interested in learning more about this opportunity—or exploring how it may align with your career trajectory—we would welcome the opportunity to connect confidentially.

Facilities Manager – Houston, TX (Downtown) A global boutique financial firm is seeking an experienced Facilities Manager to oversee the day-to-day operations of a modern, high-tech office in Downtown Houston while also supporting additional offices in Denver and Calgary. This high-profile role reports directly to the Global Facilities Director and offers the opportunity to maintain a polished, high-performing workplace for employees and senior leadership. Key Responsibilities: • Oversee daily operations, maintenance, and vendor management for the Houston office, • Support facilities operations in Denver and Calgary, • Manage reception, conference center, and housekeeping staff in Houston, • Coordinate office layouts, moves, adds, and changes (MAC work), • Ensure office technology, AV systems, and workplace tools are functioning efficiently, • Maintain safety procedures, emergency plans, and compliance across locations, • Assist with office buildouts, renovations, and capital projects Qualifications: • 5–7+ years of Facilities Management experience, • Must come from the Financial Services industry (banking, investment, or similar), • Experience managing multiple office locations preferred, • Strong leadership and vendor management skills, • Tech-savvy with workplace systems and AV technology, • Professional presence and comfortable working with senior leadership, • Ability to travel occasionally to Denver & Calgary (~10%)

ABOUT OUR CLIENT Our Client, a growing investment firm located in the West area, is seeking a Client Operations Professional to join their team. This role is central to ensuring that clients receive high-quality service and support, maintaining strong client relationships, and assisting advisors in delivering an exceptional client experience. ABOUT THE ROLE The Client Operations Professional will provide comprehensive service and operational support to advisors and their partners. This position is responsible for managing client onboarding, facilitating financial plan implementation, and ensuring timely and accurate account servicing. The role requires strong organizational skills, attention to detail, and the ability to effectively interact with clients and internal teams. RESPONSIBILITIES • Provide ongoing service and operational support to branch office advisors and their partners, • Facilitate development and administration of client financial plans, • Gather, organize, and process client-submitted financial documents and statements, • Oversee client onboarding, including preparation and processing of account opening paperwork and account transitions, • Track outstanding items and ensure timely follow-up, • Serve as the primary coordinator for client services such as insurance, estate, and tax, • Maintain and update client data in CRM and reporting systems, • Process client requests for transactions, distributions, and account maintenance, • Prepare account updates and documentation for client meetings, • Respond to client inquiries on both operational and planning-related topics, • Perform additional service-related or operational duties as assigned QUALIFICATIONS • Minimum of 4 years of experience in a similar client operations role, • Strong understanding of financial services concepts, including investments, retirement accounts, annuities, and insurance, • Proficiency in Microsoft Office Suite with strong technology skills, • Experience with Salesforce or other CRM systems preferred, • Excellent organizational skills with high attention to detail and accuracy, • Strong ability to prioritize tasks while working in a fast-paced environment, • Effective verbal and written communication skills, • Proactive and resourceful work style with a strong sense of ownership, • Professional, approachable demeanor with strong interpersonal skills

Family Office Manager / Special Projects $130k-150k The Manager, Family Support will be responsible for special projects and the movement of household valuables, merchandise, and products. The Manager will ensure that any problems are dealt with efficiently and that the process is tailored to meet expectations. As a Manager, Family Support you will: -Manage day-to-day movement of household valuables, merchandise, and products including setting schedules, coordinating logistics, dispatching/delegating work, and prioritizing routes -Monitor the quality of the team’s work according to standards set by the business -Oversee maintenance needs of the trucks and address accordingly -In charge of communication with family members to guarantee a smooth transition on all moves and ensuring there is as little disruption throughout the move process as possible -Calculate costs throughout the move process and work within budget limitations -Directly supervises one or more associates. -Carries out responsibilities in accordance with the organization's policies and applicable laws. -Responsibilities include interviewing, hiring, and training employees, planning, assigning, and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems. -Other duties as assigned What We Need From You -Bachelor's Degree from a four-year college or university required -5-8+ years of experience; or an equivalent combination of education and experience required -Must have excellent customer service and communications skills -Must have strong management skills as the role is centered on the efficient coordination of tasks and people -Must exhibit high level of confidentiality and professionalism -Must have ability to manage and execute multiple projects at a given time -Must be able to research and gather information from a variety of sources -Needs to develop well-rounded and thorough recommendations and action plans -Should be able to anticipate needs and respond proactively -Needs be able to work independently and exercise independent judgment -Is able to promote, coordinate, and support change -Is available to travel with trips ranging from short one hour tasks to multiple day events Travel Requirements -The job requires some domestic travel and occasionally international travel You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

• Role: QE Solution Director, • Skills: GHCP (GitHub Copilot), Azure OpenAI, AI-based test generation, • Experience: 14 + Years., • Location: Houston TX. Role Summary We are seeking an AI-Driven Quality Engineering (QE) Solution Architect to lead the design and rollout of next‑generation, AI-enabled QE solutions powered by platforms such as GitHub Copilot (GHCP), Azure OpenAI, and intelligent automation toolchains. This role will drive RFP/proposal solutioning, lead strategic AI pilots, and deliver tangible quality, velocity, and cost benefits that accelerate client adoption of AI across the account. The architect will work closely with Sales, Delivery, DevOps, and Enterprise Architecture to position differentiated, automation-first QE solutions and enable account mining. Key Responsibilities: 1. AI-Enabled QE Solutioning (Primary Charter) • Architect AI-first QE solutions leveraging GHCP, Generative AI, ML-based defect prediction, autonomous test generation, and intelligent test data creation., • Define AI use cases across the entire QE lifecycle—test design automation, risk-based optimization, impact analytics, and continuous validation., • Build reusable AI accelerators, prompts, copilots, templates, and solution kits to differentiate QE offerings., • Evaluate and recommend best-fit AI/QE platforms for client ecosystems including GHCP, Azure OpenAI, Selenium, Playwright, Tricentis, Katalon, and cloud-native DevOps stacks., • Establish governance for responsible AI usage in QE. 2. Strategic Projects, Pilots & Account Mining • Lead AI pilots and proof-of-value (PoV) initiatives to demonstrate measurable impact—cycle time reduction, automation uplift, defect leakage reduction, and cost efficiency., • Drive cross-account AI adoption by identifying areas for modernization, automation, and AI-led productivity improvements., • Shape new opportunities within accounts through strategic programs, capability showcases, and client workshops., • Develop account-specific AI roadmaps, maturity models, and transformation charters. 3. Solutioning & Pre-Sales Leadership • Own QE solutioning for RFPs, RFIs, and proposals, including estimation, delivery models, staffing, and differentiators., • Create compelling value narratives highlighting AI-enabled acceleration, automation efficiency, and quality cost reduction., • Represent QE in orals, client demos, and AI capability walk-throughs., • Build scalable solution blueprints that integrate functional, automation, performance, security, data, and AI-driven validation. 4. Quality Engineering Leadership • Provide architectural direction across Functional QA, UI/API automation, Performance, Security, and AI-led QE., • Recommend enterprise-grade QE toolchains optimized for ERP, CRM, API-led, and cloud-native digital ecosystems., • Drive QE modernization by introducing self-healing automation, autonomous test generation, shift-left testing, and DevOps‑integrated quality gates. 5. Collaboration, Governance & Delivery Alignment • Work with Delivery, DevOps, Engineering, and Enterprise Architecture to ensure solution feasibility and adoption., • Ensure seamless transition from solution to delivery including guardrails, scope clarity, and quality governance., • Align solutions with organizational cost models, margin expectations, and client value realization frameworks. Required Skills & Experience • 12–15 years in QE; 3+ years in QE Architecture, AI-led QE, Solutioning, or Pre-Sales., • Strong expertise with GHCP (GitHub Copilot), Azure OpenAI, AI-based test generation, and enterprise automation frameworks., • Demonstrated experience leading client-facing AI pilots/PoVs., • Ability to create high-quality proposal content—estimates, assumptions, solution writeups, value metrics., • Excellent communication, storytelling, and stakeholder influence skills., • Experience working with bid teams and large transformation programs. Preferred Skills / Certifications • Experience with AI/QE in ERP (SAP/Oracle/NetSuite), CRM, MuleSoft/API-led integrations, and cloud modernization programs., • exposure to performance engineering, application security, and DevOps pipelines., • Certifications: ISTQB, Agile, AWS/Azure, DevOps, GitHub, or AI certifications.

I’m currently partnering with a public, globally operating organization to add a Senior International Tax Analyst to their growing tax team. This role sits within a highly collaborative international tax function and offers strong exposure to cross-border operations, global compliance, and strategic tax planning initiatives. If you enjoy working in a fast-moving environment where you can influence processes and partner with teams across the business, this could be a great fit. You’ll play a key role supporting international tax compliance, reporting, and planning across multiple jurisdictions in the Americas. Responsibilities: • Preparing and supporting U.S. international tax filings and calculations, • Assisting with quarterly and annual global tax provision work under ASC 740, • Coordinating foreign filings with regional finance teams and external advisors, • Supporting tax modeling, planning, and process improvement initiatives, • Monitoring international tax accounts and preparing roll-forwards, • Contributing to transfer pricing documentation and cross-border analysis, • Supporting audits and maintaining strong SOX/internal control documentation, • Helping track global tax law changes and assessing business impact, • Driving automation and efficiency improvements within the tax function Required: • Strong experience in international tax, • Exposure to global tax provision work (ASC 740), • Experience working with cross-border entities or multinational operations, • Someone proactive, detail-oriented, and collaborative, • Advanced Excel skills and strong organizational abilities

Corporate Financial Services Recruiter Are you a Financial Services Recruiter who thinks outside the box when it comes to sourcing and engaging top talent? Do you bring strong communication skills, a consultative mindset, and the drive to deliver results in a fast-paced environment? About the Role: We are seeking a Recruiting Consultant to join our high-performing Talent Solutions team. In this role, you will support RPO workforce solutions for one of our clients—a leading information services provider that collects, analyzes, and delivers data across real estate, financial, and consumer markets. You’ll partner closely with stakeholders, lead intake discussions, manage full-cycle recruiting efforts, and contribute to a collaborative team of experienced recruiters. What You’ll Bring: • 3+ years of recruiting experience within a Corporate Financial Services environment Supporting roles such as marketing, sales, tech, and insurance • Proven strategic sourcing skills and ability to identify and engage niche talent, • Experience leading intake calls and partnering with hiring managers, • Full-cycle recruiting experience, from sourcing through offer, • Strong communication, time management, and attention to detail, • Current or prior experience in a client-facing recruiting role Ability to thrive in a consulting or project-based environment About Talent Solutions (ManpowerGroup) Compensation: 35-37/hour ManpowerGroup is proud to be an equal opportunity, affirmative action workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. Qualified applicants will receive consideration without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation, and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, disability, or any other legally protected status. A strong commitment from every employee is essential to ensuring equal employment opportunities. ManpowerGroup recruits, hires, trains, and promotes individuals based on merit and job-related qualifications. Reasonable accommodations during the interview process are available. Please contact for assistance. ManpowerGroup is an EO/AA Employer - Minorities / Veterans / Women / Disabled / LGBT

Requires boots on the ground in Houston, TX.Our P&C client will hire a CFO.This is a critical hire and a Senior Leadership role.CFO will lead all financial activities with an eye for expense controls.This hire will show strength in the areas of strategic planning and advanced financial and trend ana

Placement Type: Temporary Salary: $46-51 Hourly Start Date: May 11, 2026 Our client, a large-scale energy and utilities company at the forefront of regional infrastructure development in Houston, TX (Downtown), is seeking looking for a driven, curious Auditor to join a co-sourced internal audit team on a contract basis. Working under the direction of an Audit Manager or Senior, you will support a range of riskbased audit and advisory engagements - from planning and testing through documentation and reporting. This team's work is primarily operational in nature, covering gas and electric operations rather than traditional SOX or financial statement audits. Audits are largely planned from scratch, so you won't be handed a playbook and asked to go through the steps. You'll be expected to ask good questions, think critically, and help build the work as you go. • Assist in planning and executing risk-based audit and advisory engagements, contributing to the development of testing procedures with management guidance, • Perform audit testing, document work performed, and prepare clear and complete workpapers, • Gather evidence, perform data analysis, and document observations to support issue identification, • Collaborate with business stakeholders to evaluate risks and identify process improvement opportunities, • Draft audit deliverables - including scope documents and audit reports - in a clear, concise manner, • Leverage automated analysis tools to support audit activities, • Meet deadlines, adhere to quality standards, and escalate issues appropriately, • Support special projects and investigations as assigned Experience & background • 1-3 years of experience in audit, accounting, finance, compliance, or operational disciplines, • Internal or external audit experience strongly preferred; operational audit background is ideal, • Operational focus is the priority - this team audits gas and electric operations, not financial statements, • Self-starter with a positive attitude and genuine willingness to learn, • Strong critical thinking and problem-solving skills - comfortable working without a pre-defined template, • Clear written and verbal communication skills, • Analytical mindset with basic data analysis capability, • Ability to manage multiple priorities and adapt as new information emerges, • Collaborative team player who can also work independently with minimal supervision, • Proficiency in MS Office (Word, Excel, PowerPoint), • SAP (ERP system in use), • TeamMate+ (audit documentation - training provided), • IDEA or Tableau experience is a plus, • Bachelor's degree in Accounting, Finance, or a related business field - required, • MBA, CPA, or CIA preferred, or demonstrated intent to pursue

We’re Hiring: Sales Representatives (Remote | Commission) Looking for a sales role where your work actually matters and your income isn’t capped? This might be it. We’re growing and hiring motivated Sales Representatives to help families protect what matters most through life insurance solutions. You’ll work 100% remotely, meet with qualified leads (no cold calling), and build real relationships—not one-off transactions. What You’ll Do • Meet virtually with clients and understand their needs, • Present simple, tailored life insurance options, • Build long-term client relationships with ongoing support, • Track activity, hit goals, and grow your book of business, • Stay compliant with company and industry standards What We’re Looking For • Sales experience (insurance or financial services preferred, not required), • Strong communication and people skills, • Self-motivated, goal-driven mindset, • High school diploma (college a plus), • Life insurance license or willingness to get licensed What You’ll Get • Top commissions + bonuses, • Monthly performance bonuses (paid on the 15th), • Supportive team, training, and mentorship, • Clear path for career advancement and leadership, • Flexibility to work remotely and build your own success If you’re driven, coachable, and ready to build a career—not just a job—we’d love to connect. Apply now to learn more.

Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Rivercity Insurance and Financial Services is looking for dedicated Sales Representatives to join our growing team. Enjoy the flexibility of full-time or part-time hours while making a meaningful impact in people's lives. Key Responsibilities: • Build and maintain strong relationships with potential and existing clients., • Conduct thorough needs assessments to identify clients' insurance needs., • Present and explain insurance policies to prospective clients., • Thrive in a lead-driven environment with NO COLD CALLING! What We’re Looking For: • Self-motivated individuals with a results-driven mindset., • Strong time management skills and the ability to work independently., • Must be at least 18 years of age., • Commission-based compensation (1099)., • Access to complimentary training to help you succeed. Why Join Us? • Flexible hours that fit your schedule., • A true opportunity to grow and build a career in the financial services industry. If you're passionate about helping others and ready to take your career to the next level, we want to hear from you! Join Rivercity Insurance and Financial Services and grow with us!

Working at Goosehead We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you. Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Principal Duties and Responsibilities • The primary responsibility of an Account Executive is to build a book of business through:, • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus. Licensing, Training, and Position Requirements: • Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license, • This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date, • Account Executives are equipped with extensive training in salesforce.com, sales process management, business development and more, no previous experience is required., • Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership. Benefits Summary • Comprehensive health, vision, disability, life, and dental insurance programs, • 401K Matching Plan, • Employee Stock Purchase Plan, • Paid holidays, vacation, and sick leave Experience and Education • Bachelor’s degree, 3.0 GPA preferred., • Passing the state licensing exam, once hired, • Legally authorized to work the United States Preferred Skills, Abilities, Soft Skill Factors • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, proactive, and ready to take initiative, • Strong time management, • Strong attention to detail and organization, • Results-driven and committed to continuous improvement, • High integrity and honest communication Equal Employment Opportunity Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability. To learn more about our job opportunities, apply here. We look forward to speaking with you!