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Over the past five years, Zurich North America has built a world-class Middle Market operation that serves key industries across the U.S. We strive to assemble a team of dedicated Middle Market leaders and underwriters who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. We are looking to add to our team in Irvine and hire an experienced Underwriting Specialist or Executive Underwriter. In this role, you will serve as a customer advocate with a focus on improving the customer experience by understanding their unique risks and offering the best end-to-end solution for their Property & Casualty insurance needs. What you can expect in a Market Facing, Middle Markets Underwriting position at Zurich: • You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives., • You will leverage your Property and Casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business., • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry., • You will be empowered to use your technical underwriting, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory. This role will be filled at either the Underwriting Specialist or Executive 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. Underwriting Specialist Basic Qualifications: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter Basic Qualifications: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelors Degree, • Strong broker partnerships in SoCal, • Strong verbal and written communication skills, • Microsoft Office experience 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 combined salary range for this position is $87,200.00 - $188,800.00. The proposed salary range for the Underwriting Specialist is $87,200.00 - $142,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $115,300.00 - $188,800.00, with short-term incentive bonus eligibility set at 15%. 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 - Irvine Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE

Entry Level Surety Underwriting Trainee About the Role If you thrive on building relationships and bring an analytical mindset, Zurich’s Underwriting Training Program offers a unique opportunity to combine both strengths in one of insurance’s most critical roles. Through hands-on training and expert guidance, you’ll develop the skills to assess complex risks for large and multinational organizations. You’ll learn how to negotiate coverage, evaluate exposures, and determine pricing and terms—while building expertise, confidence, and long-term value as an underwriter. About Us Zurich US has over 150 years of experience managing risk and supporting resilience. Today, Zurich US is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Basic Qualifications • Pursuing a bachelor's degree in finance or a business-related degree and on track to graduate by Spring/Summer 2026, • Strong analytical and intercommunication skills, • Ability to multi-task and handle multiple priorities often under tight deadlines Preferred Qualifications • Previous corporate finance or banking internship experience, underwriting experience is a plus!, • Aptitude for automation and process improvement, • Strong organizational and negotiation skills, • Intermediate Microsoft Office experience 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 salary for this position is $84,000.00, with short-term incentive bonus eligibility set at 5%. 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): Irvine, CA Remote Working: Hybrid Working Arrangement Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI- #LI-HYBRID

Entry Level Surety Underwriting Trainee About the Role If you thrive on building relationships and bring an analytical mindset, Zurich’s Underwriting Training Program offers a unique opportunity to combine both strengths in one of insurance’s most critical roles. Through hands-on training and expert guidance, you’ll develop the skills to assess complex risks for large and multinational organizations. You’ll learn how to negotiate coverage, evaluate exposures, and determine pricing and terms—while building expertise, confidence, and long-term value as an underwriter. About Us Zurich US has over 150 years of experience managing risk and supporting resilience. Today, Zurich US is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Basic Qualifications • Pursuing a bachelor's degree in finance or a business-related degree and on track to graduate by Spring/Summer 2026, • Strong analytical and intercommunication skills, • Ability to multi-task and handle multiple priorities often under tight deadlines Preferred Qualifications • Previous corporate finance or banking internship experience, underwriting experience is a plus!, • Aptitude for automation and process improvement, • Strong organizational and negotiation skills, • Intermediate Microsoft Office experience 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 salary for this position is $84,000.00, with short-term incentive bonus eligibility set at 5%. 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): Los Angeles Remote Working: Hybrid Working Arrangement Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI- #LI-HYBRID

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.

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.

As a Territory Underwriter Specialist, you’ll market & underwrite Sentry’s products & services to select Commercial Lines independent agents & brokers in a defined territory.We are currently seeking an experienced, self-motivated and results driven individual to fulfill a highly skilled position as a Territory Underwriter Specialist supporting our Irvine Regional office. You will manage and coordinate the sales and placement of middle market business in a wide variety of classes and lines of business. What You'll Do The Territory Underwriter Specialist will be responsible for agent and broker relationships. The ideal candidate will reside in the Greater Orange County territory and will work with the Irvine Regional Office. In addition, you’ll: Solicit accounts through select agents and brokers Evaluate, underwrite, and price prospective accounts to select independent agents Serve as the primary contact with assigned agents and brokers Provide comprehensive sales expertise to increase production through agency channels Work with assigned agents and brokers on the coordinating of resolutions What it Takes Bachelor’s degree or equivalent work experience Minimum of 5 years related work experience, with multi-line middle market underwriting experience handling accounts in construction, manufacturing, wholesale, real estate, and service industries preferred Knowledge of the Southern California marketplace, and existing or past relationships with larger independent agents preferred Previous technical insurance experience, preferably with sales Experience with underwriting large complex accounts Exceptional communication and relationship building skills Strong business and pipeline development skills Ability to meet travel requirements as you’ll be prospecting new business opportunities in an agent office; meeting with insureds during safety inspections, and participating in mid-year claims review meetings Ability to travel and have a valid driver’s license with the ability to maintain an acceptable motor vehicle record Based on experience and qualifications, the pay range for this position is: $144,720-$217,200 annually. What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive. Company car with gas card. 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. Well-being and Employee Assistance programs Sentry Foundation gift matching program to encourage charitable giving. About Sentry We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Joe Larsen Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Essential Functions • Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures, • Review entity formation documents to determine signing authority and prepare appropriate signature blocks, • Coordinate the closing and funding process for loans originated or acquired, ensuring all requirements are satisfied within specified timelines while maintaining internal checklists in real time, • Serve as the primary point of contact between internal teams, attorneys, escrow officers, title companies, and other parties involved in the funding transaction, • Maintain accurate and up-to-date loan data in Salesforce in real time, • Request, review, and approve settlement statements, ensuring alignment with loan terms and closing instructions, • Work closely with escrow and title companies to obtain required documents, clear title conditions, and ensure smooth closings, • Review preliminary title reports, title commitments, and title insurance documentation to confirm accuracy and compliance with lender requirements, • Request and analyze current real estate tax information and confirm taxes are properly reflected in settlement statements, • Identify and resolve escrow/title issues, including title exceptions, vesting discrepancies, and document recording requirements prior to funding, • Perform duties under moderate to close supervision and proactively engage supervisors or managers to resolve complex issues, • Remain current on funding guidelines, lending procedures, and compliance requirements, • Communicate loan status and expectations clearly with internal staff, attorneys, escrow officers, and title representatives, • Utilize strong time management skills to effectively manage multiple loans simultaneously at various stages of the closing and funding process Competencies/Skills • Exceptional attention to detail with the ability to stay organized and problem solve in a fast-paced lending environment, • Strong analytical and problem-solving abilities with the capacity to think creatively and develop practical solutions, • Excellent written and verbal communication skills with the ability to clearly convey findings and updates to internal and external partners, • Strong organizational and time-management skills with the ability to manage multiple transactions simultaneously, • Ability to build strong relationships with escrow officers, title companies, attorneys, and internal teams, • Reliable team player who works effectively in a collaborative and diverse environment, • Ability to analyze processes, support operational improvements, and contribute to achieving business goals, • Advanced proficiency in Microsoft Office Suite Education and Experience • Associate or Bachelor’s degree preferred, • Minimum 2 years of direct experience in loan closing/funding within a real estate lending environment, • Strong experience working with escrow and title companies, including reviewing title reports, coordinating with escrow officers, and resolving title conditions prior to closing, • Working knowledge of lending practices, closing procedures, and industry-standard funding processes, • Prior experience in escrow, title, or a title company environment is strongly preferred Accessibility: At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at

About NeurOptics NeurOptics is the leader in the science of pupillometry.Driven by a passion to help clinicians provide improved patient outcomes, the company has developed innovative technology for use in the areas of critical care nursing, critical care medicine, neurology, neurosurgery, and emergency medicine which enables clinicians to enhance their patient evaluations by providing information from the human eye to facilitate critical medical decision making. Headquartered in Irvine, California, NeurOptics conducts business in North America, Europe and Asia. At NeurOptics, we are passionate patient advocates. For us, helping clinicians provide improved patient outcomes is our life's work. Position Summary We are seeking an Accounting Supervisor to join our corporate Accounting/Finance team. Reporting directly to the Assistant Controller, this role is ideal for a hands-on accounting professional looking to contribute in a high-growth environment. The accounting supervisor will oversee day‑to‑day accounting operations, ensuring accuracy, compliance, and efficiency in financial processes. The ideal candidate demonstrates a high level of responsibility, integrity, professionalism, and confidentiality. Key Responsibilities • Lead, mentor, and develop accounting staff., • Supervise daily accounting activities, including accounts payable, accounts receivable, and general ledger., • Prepare, review, and approve journal entries., • Assist with month‑end close processes in accordance with GAAP, including journal entries and bank reconciliations., • Manage fixed assets and prepaid expenses., • Oversee Concur travel expense reporting., • Supervise daily inventory reconciliation., • Maintain and enhance internal controls., • Ensure compliance with accounting policies and company procedures., • Accurately and efficiently record accounting transactions., • Support Department for ad hoc projects. Required Qualifications • Bachelor’s degree in Accounting, Finance, or related field., • 7+ years of accounting experience., • 2+ years of supervisory experience., • Demonstrated commitment to honesty and transparent communication with management., • Strong attention to detail., • Knowledgeable in QuickBooks., • Excellent computer skills, including Excel., • Excellent analytical, organizational, and problem‑solving skills. Benefits • Competitive salary, • Comprehensive health benefits (medical, dental, vision), • 401(k) with company match, • Paid time off, • 10 paid holidays Work Environment This position works in a mixed office, research laboratory and medical device manufacturing environment. The position has no remote work options. All work performed is at the Corporate Office. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

About PatientFi Reporting to the Chief Product Officer, this is a hands-on leadership position from our Irvine, CA office. As Principal/Director Product, you will drive end-to-end workflows and UX across provider portals, consumer flows, underwriting/KYC, funding, refunds, chargebacks, and EMR integrations. You will lead Product, Design, and Product Ops/Insights teams to ensure velocity, quality, and data-driven decision-making. Emphasizing curiosity in navigating product and user journeys, you will uncover insights to optimize processes, run rigorous experimentation, and translate strategy into prioritized roadmaps. Proficiency in tools like Looker, BigQuery, AI, Heap, and SQL will be key to supporting the Product and Development Organization with actionable data points. Location: Hybrid Irvine CA Job Type: Full-time Key Responsibilities • Own the measurement and reporting of product performance, including adoption, conversion, engagement, retention, and unit economics, while defining a comprehensive KPI tree (e.g., approval rate, funded volume, take rate, NPS/CES, conversion at each step, time-to-approve, support tickets per 1k apps, SLA)., • Drive end-to-end workflows and UX for providers and patients, partnering with Product Managers to define KPIs, track post-launch performance, and analyze funnel drop-offs, approval rates, and utilization to identify improvement opportunities., • Lead PMs, Designers, UX Research, and Product Ops teams—initially hands-on, then scaling the organization—for outcomes-focused delivery., • Stand up a rigorous experimentation program (A/B tests, funnel analytics, pricing & terms tests, approvals mix) using tools like Mixpanel/Amplitude, GA4, Heap, Looker/Mode, LaunchDarkly/Stats, and AI-driven insights., • Translate high-level strategy into prioritized roadmaps; ship fast with Engineering through quarterly planning, weekly priorities, and incident-to-backlog feedback loops., • Build and maintain a design system and research cadence (weekly usability, quarterly discovery cycles) to ensure high-polish, research-backed experiences., • Act as the single-threaded owner for cross-functional delivery, owning requirements with Risk & Compliance (KYC/KYB, adverse action, ECOA, UDAAP-safe UX language), and partnering with Operations, Data, FInance, Sales, Success, and Engineering., • Provide data-driven recommendations to optimize user experiences, ensuring compliance-safe UX while measuring impact on credit performance and business metrics. Qualifications • 5-10 years in product leadership, with 3–5 years leading PMs and Design teams in fintech/payments/lending, B2B2C checkout, or healthcare technology., • Proven track record scaling products from ~$50M to $200M+ GMV or $10M to $50M+ ARR; shipped high-stakes flows like identity verification, credit decisions, and pricing., • Deep expertise in funnel optimization, experiment design, A/B testing, and statistical analysis., • Comfort with SQL, product analytics (Looker, BigQuery, Heap, AI/ML frameworks), and briefing Data Science teams., • Demonstrated design taste and research muscle; experience building or overhauling design systems and driving user research cadences., • Highly cross-functional: Savvy in Finance/Consumer Lending, understands risk trade-offs, and communicates effectively with Sales for enterprise practices., • Exceptional ability to translate complex data into clear insights; collaborative mindset with strong communication skills to influence senior leadership and cross-functional teams., • Bachelor’s degree in a quantitative field (e.g., Economics, Statistics, Engineering, Computer Science); Master’s degree a plus., • Stack exposure (nice to have): Amplitude/Mixpanel, Looker/Mode, LaunchDarkly/Optimizely, Figma, Jira/Linear; KYC/KYB vendors, EMR/RCM integrations. The requirements listed are representative, but not all-inclusive of the knowledge, skills, and/or abilities needed to perform successfully in this position. Why Join PatientFi? • Be part of a high-growth, mission-driven company revolutionizing patient financing., • Work with a dynamic, collaborative team that values innovation and execution., • Opportunity to make a significant impact in a rapidly expanding market. Benefits: • Medical, dental, and vision premiums covered at 80% for employees and dependents, • Unlimited PTO, • 401(k), • Parental leave, • PatientFi provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristics protected by federal, state or local law.

About the Company We’re not building an average mortgage team and we’re not looking for average Loan Officers. This is a high-performance environment for people who want to produce more, earn more, and win more. We’ve built the marketing, ops, and support so you can focus on what actually moves the needle: closing deals. If you like competition, hate excuses, and want to see what you’re really capable of… keep reading. About the Role This isn’t a “sit back and wait for leads” kind of job. This is a build-your-book, sharpen-your-skills, outwork-the-room kind of opportunity. What you get: • Real operational and marketing support, • A comp plan that actually rewards production, • Ongoing sales coaching What You’ll Be Doing • Know Your Numbers We track everything., • Get Better, Constantly Scripts, call reviews, strategy sessions. No coasting., • Bring Energy, • Own Your Pipeline Your business. Your results. Who Thrives Here • Competitive people who like keeping score, • Former athletes or anyone wired to win, • Self-starters, • Loan Officers who know they’re capable of more Compensation & Benefits • Competitive comp plan, • Uncapped commission, • W2 + 401(k) benefits, • Legit six-figure potential with a clear path to Senior Banker Bottom Line If you want a chill job, there are plenty out there. If you want to level up, get sharper, and see what your production can really look like let’s talk.

CV Resources is partnering with a high-growth global medical device manufacturer headquartered in Korea in search for an Accounting and Finance Manager for their office in Irvine (100% onsite). Position Summary The role supports financial closing and reporting of the Irvine U.S. subsidiary under IFRS, working closely with the external accounting firm that prepares financial statements and tax returns. This role acts as the primary finance contact for the Korea headquarters and reports functionally to the local CFO and the Finance HQ in Korea. Bilingual English and Korean required. Key Responsibilities • Coordinate monthly, quarterly, and annual closing in line with IFRS and HQ accounting policies, in collaboration with the external accounting firm., • Review books, financial statements, and tax filings prepared by the external accounting/tax firm, and communicate issues and required adjustments to HQ and the local CFO., • Prepare group reporting packages and analyses (P&L, balance sheet, cash flow, variances) for HQ and support management reporting for the local CFO., • Support year-end audit procedures and provide requested information to external auditors and HQ., • Handle intercompany transactions and reconciliations with HQ, including transfer pricing related requests., • Monitor working capital items (accounts receivable, accounts payable, inventory, cash, etc.) and report key issues to local management and HQ., • Bachelor’s degree or higher in Accounting, Finance, or a related field., • 5–10 years of relevant accounting/finance experience, preferably in multinational companies or foreign subsidiaries., • Good understanding of IFRS and financial closing/reporting processes; US GAAP exposure is a plus., • Experience collaborating with external accounting and tax firms and managing their deliverables., • Strong Excel and ERP skills; ability to work with data and reports with high accuracy., • Excellent English communication skills (written and verbal) and business level Korean communication skills are both required., • Experience in medical devices, healthcare, or manufacturing industries., • Prior involvement in group reporting, consolidation support, or internal control/SOX-like environments., • Comfortable working across time zones and balancing requests from both local management and HQ.

Payroll/HR Specialist – Onsite, Lake Forest, CA Location: Lake Forest, CA (Onsite, full-time) Schedule: Monday–Friday Compensation: $27 to $30 per hour About the Role We are seeking an experienced Payroll/HR Specialist to support day‑to‑day HR operations with a strong focus on payroll accuracy, compliance, and employee support. This role will be the primary onsite point of contact for employees and will manage payroll through ADP Workforce Now (ADP WFN), annual open enrollment, and general HR administrative functions. Key Responsibilities • Process full‑cycle payroll using ADP Workforce Now, ensuring accuracy and compliance, • Maintain employee records, new hire onboarding documentation, and HRIS updates, • Serve as the primary onsite employee point of contact for HR and payroll questions, • Support benefits administration, including annual open enrollment and ongoing changes, • Assist with employee status changes, audits, verifications, and reporting, • Ensure compliance with federal, state, and local labor laws, • Partner with management on HR initiatives, employee relations, and process improvements, • Generate payroll and HR reports as needed Qualifications • Bachelor’s degree required (HR, Business Administration, or related field preferred), • 2–4+ years of payroll and HR experience, • Proficiency with ADP Workforce Now (ADP WFN) required, • Experience supporting benefits administration and open enrollment, • Strong understanding of payroll regulations and HR best practices, • Excellent communication, confidentiality, and customer‑service orientation, • Ability to work onsite daily in Lake Forest, CA Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Capital Markets Representative Overview Alliance Portfolio is seeking a driven Capital Markets Representative to lead capital raising for the Alliance Mortgage Fund (Reg D mREIT). This role focuses on building and managing relationships with: • RIAs, financial advisors, and wealth managers, • Family offices Key Responsibilities • Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices, • Build and manage a pipeline of prospective investors and consistently achieve fundraising targets, • Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams), • Deliver presentations, meetings, and events to drive engagement and investor education, • Support investor onboarding, subscription processes, and Reg D compliance, • 5–10+ years in alternative investment sales, private wealth distribution, or RIA/institutional sales, • Proven track record of raising capital and exceeding targets, • Existing network of RIAs, advisors, or family offices required, • Strong understanding of alternative investments (private credit, real estate, mREITs), • Excellent communication, presentation, and relationship management skills, • Base Salary: $120,000 – $175,000, • Incentive Compensation: Commission-based, performance-driven, • Medical, dental, vision, life, and disability insurance, • 401(k) with company match, • Paid time off, • High-impact role driving capital formation for a growing platform, • Entrepreneurial environment with significant upside, • Direct exposure to alternative investments and private markets, • Opportunity to build and scale a long-term investor network

Clinical Research Finance Coordinator, CSS Essential Functions & Duties, • Provides financial support for Biosense Webster, Cerenovus, and Mentor Clinical Research Departments in accordance with Good Clinical Practice (GCP), guidelines, standards, federal regulations, and SOPs., • Strong support of a variety of finance duties including but not limited to payment reconciliation, accruals, Purchase Orders, and other finance/administrative duties, • Close collaboration with members of the Clinical Research and Finance teams., • Core Job Responsibilities include but not limited to:, • Assisting in Clinical Study financial and administrative tasks while working closely with Clinical Research study team to provide finance and administrative support on regular basis., • Assisting in the creation, tracking and management of Purchase Orders., • Review, reconcile, and track study investigator payments in collaboration with clinical study teams., • Perform final payment reconciliation before site closure, • Work closely with business finance partners to ensure consistent and accurate mapping of all POs., • Review open PO lists and work with clinical research team to ensure appropriate PO closure., • Support quarterly financial accrual process with finance and study teams, • Complete required financial checks for investigators and facilitate any required documentation., • Support vendor management activities including:, • Liase with procurement and Legal for appropriate contract generation, • Creating and maintaining supplier accounts in financial system., • Facilitating requests for Approved Supplier List generation/modification and any required due diligence requirements., • Liaise with legal and HCC in the preparation of required consulting and confidentiality agreements., • May support other clinical trial management activities with the oversight of Clinical Research Specialists/Leaders., • Interfaces – Primary/Other:, • Primary interfaces: Provider/Agency Functional Manager, Johnson & Johnson Point of Contact, and Clinical Research team members, • Other Interfaces: Internal J&J partners which may include Finance, Legal, Procurement, Biostatistics and Data management, etc. Minimum Qualifications & Requirements • Associate with at least 1-3+ years professional working experience, preferably in a clinical research setting, • Real-world finance experience required including finance experience working with payments and budgets, Purchase Orders, and other administrative tasks, • Recent experience in finance with working knowledge of financial terminology, highly desirable, • Experience working with Clinical Studies and Trials, highly desirable, • Ability to identify and resolve complex problems, both independently and collaboratively, in fast-paced, data-driven environments, • Under supervision, carries out general instructions in accordance with standard practice and guidelines with detailed oriented mindset. Requires some initiative and judgment as actions are checked periodically., • Effective and efficient communication skills, to individuals of varying levels, background, and expertise level via written, verbal, and listening skills., • Ability to successfully manage multiple competing priorities and adapt quickly to changing priorities., • Advanced proficiency with MS Office, especially Excel and Outlook.

JRN#2288 The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities: Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Lead internal initiatives to evaluate and improve operational processes, driving efficiency and enhancing client service. Reporting • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Deliver timely and accurate performance reports to clients. Billing • Oversee the reconciliation of investment advisory fees and ensure accurate billing. o Provide timely and accurate quarterly invoices to clients., • Investment Analytics Software Superuser (i.e., Morningstar Direct), • Collaborate with the Investment Committee and other teams to utilize investment data analytics to support and improve how we monitor investments, evaluate new ideas, research fund offerings, assist with client information requests and other ad hoc projects. Head Trader • Trade execution and overall trade process oversight: Lead daily trade execution across various asset classes, ensuring adherence to client investment strategies., • Portfolio Management Analytics, • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc)., • Recommend actions to rebalance portfolios when given parameters from CIO., • Investment Department Analytics: track, analyze, and report on key department metrics. Requirements: • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Our client is a prestigious, independent financial services firm based in the Newport Beach/Irvine, CA area. In business over 49 years, it is a boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion. They specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans. Pay: $105,000 - $115,000 per year + • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

About Us: Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. For over 45 years we have successfully built our private boutique firm, owning the mantle of “stewardship” as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks, and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun…Come join us! Opportunity The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Oversee the reconciliation of investment advisory fees and ensure accurate billing., • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc). Requirements • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Compensation • Base Salary: For CA based positions, the base salary range is $90,000 - $100,000. The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience and qualifications., • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

Description Senior Treasury Operations Analyst ABOUT GOLDEN STATE FOODS Golden State Foods is a distinguished leader in the food service industry, offering an extensive array of products and services to a diverse clientele. Rooted in the values of quality service and integrity, we are dedicated to creating a supportive and inclusive atmosphere where employees can advance, innovate, and contribute to our ongoing success. ABOUT THE JOB JOB SUMMARY: This position contributes to the company’s success by ensuring efficient cash management on a daily basis and managing and administrating the company’s banking platforms and will support all aspects of treasury operations activities. Reporting directly to the Corporate Treasurer of global headquarters, this is a visible and essential role within the organization. Responsible for performing various cash, disbursement, and cash accounting activities within the treasury function. This role is a key contributor to the company’s liquidity and cash operations. You will own daily cash positioning, lead the 13 week cash flow forecast, manage bank platforms and controls, deliver timely reporting to leadership, and continuously improve treasury processes and automation. You’ll partner closely with Accounting, AP/AR, FP&A, Tax, and business unit finance to ensure sufficient funding, minimize risk, and support strategic cash decisions. This individual may be required to provide input for or participate in various projects and will perform other duties as requested, which will include accounting functions for the Golden State Foods Foundation and maintaining the Company’s Unclaimed Property and Escheatment program. ESSENTIAL FUNCTIONS: • Treasury Operations, Banking Platforms Administration: Administer banking portals and treasury workflows (user entitlements, tokens, templates, entitlements reviews), including fraud mitigation tools (e.g., positive pay, ACH filters/blocks, wire verification) and support cash management activities for all GSF entities. Initiate, review, and release domestic and international payments (ACH/wires), enforce dual control and cutoff discipline, and monitor exception items and fraud alerts. Maintain bank documentation, account openings/closings, authorized signers, and service requests, coordinate fee reviews and service optimization. (25%), • Participate in period-end closing processes, including preparing account reconciliations, managing disbursements and incoming donations, lead annual audit, and perform financial analysis and related journal entries for the Golden State Foods Foundation. (25%), • Participate in daily cash positioning and short‑term liquidity management across operating and disbursement accounts to ensure sufficient funding for obligations and optimize use of idle cash, including contributions to the 13‑week cash flow forecast: gather inputs, model receipts/disbursements, analyze variances, and recommend actions to close gaps or capitalize on surpluses. Partner with FP&A and business units to align forecast with operational drivers, seasonality, and working capital initiatives. (20%), • Prepare daily cash journal entries and complete bank reconciliations for Golden State Foods. (10%), • Monitor and maintain current listings of outstanding checks across all disbursement accounts to reduce unclaimed property exposure. (10%), • Perform other related duties as assigned, which could include support ad‑hoc projects (e.g., KYC refreshes, service migrations, fee benchmarking, or capital markets support, if applicable). (5%) MINIMUM QUALIFICATIONS: Education and experience equivalent to: Education/Certification: Bachelor’s degree in Finance, Accounting, or related field (required). CTP (Certified Treasury Professional) or active pursuit (strongly preferred). Experience: 4–7 years in Treasury operations/cash management with hands‑on experience in cash positioning, short‑term forecasting, ACH/wire processing, bank portals, and reconciliations (corporate or banking environment). Public accounting or audit exposure is a plus; experience supporting audits and responding to inquiries preferred. TECHNICAL SKILLS AND CORE COMPETENCIES Technical Skills • Advanced Excel (index/match or XLOOKUP, pivot tables, scenario modeling); familiarity with Power BI and Power Automate (or similar) preferred., • Proficiency with major banking portals and controls (positive pay, ACH filters/blocks; user entitlements). Experience with a Treasury Management System (TMS) is a plus., • Understanding of NACHA rules, payment formats, and cutoffs; knowledge of internal control frameworks. Core Competencies • Analytical rigor & curiosity: Able to translate operational drivers into accurate cash forecasts and decision‑ready insights., • Process mindset: Identifies automation opportunities and builds sustainable solutions with strong controls., • Communication & partnership: Clear, concise communicator who collaborates cross‑functionally and with banking partners., • Ownership & urgency: Operates with high integrity, attention to detail, and deadline discipline in a time‑sensitive environment., • Judgment: Balances risk, cost, control, and business speed when proposing solutions. Tools & Systems • ERP/general ledger and bank reconciliation tools; banking platforms (e.g., SinglePoint or similar) for administration, payments, and fraud tools; data visualization and automation LEADERSHIP/MANAGEMENT RESPONSIBILITY Coordinate with various functional team members and support staff. PERFORMANCE CATEGORIES • Productivity/quality standards: accuracy, timeliness, and thoroughness, • Professional attitude and demeanor, • Project/assignment management, • Organization and attention to detail, • Teamwork within the department and across departments, • People First: At Golden State Foods, we're not just a company; we're a dynamic community where your talents are celebrated, and your ambitions are nurtured., • Values Driven: Our core values drive everything we do, creating a culture of innovation, integrity, and excellence. But we're not content with just being great; we strive for greatness in every aspect of our work., • People Development: At GSF we strive to continually develop our people to prepare us all for the needs of tomorrow., • Philanthropy & Sustainability: We're committed to making a difference beyond our walls through philanthropy and sustainability efforts across all our locations around the globe. Equal Opportunity Employer: We’re proud to be an equal opportunity employer. Golden State Foods values diverse perspectives and is committed to creating an inclusive workplace where every person can thrive - respected, supported, and empowered. We believe diversity, in every form, strengthens our team and our communities.

About Goosehead 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. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in the Gonzales-Hatton area of Irvine, CA. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. 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 first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • 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, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

About Goosehead 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. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Irvine, CA. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. 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 first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • 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, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • High quality voluntary health, vision, dental insurance programs, • Paid holidays, vacation, and sick leave, • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

About the Company: Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast- paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry that provides indirect automobile financing to individuals with past credit problems, low incomes or limited credit histories. About the Position: Inside Sales Representative – Irvine, CA (In-Office Position Only) * HIRING IMMEDIATELY * We seek motivated and energetic individuals to develop, maintain, and rekindle relationships with our auto dealership partners. We are willing to train! As a member of our Inside Sales Group, we are offering a full-time generous hourly position PLUS the opportunity for a monthly team bonus. • Job Type: Full-time, • Schedule: Mon-Fri, 8:00 am -5:00 pm, • Hourly Pay: $23 - $23.07 with potential to earn a monthly bonus, plus ($1,000 monthly bonus guaranteed for first six months)., • Experience: We are willing to train! Applicant must be: • Sales-oriented with interpersonal and organizational skills., • Detail-oriented and have a strong ability to multitask., • Excellent verbal and written communication skills., • Able to employ strong negotiation skills., • Self-motivated and effort driven., • Previous sales experience is not required but is a PLUS. WHAT CPS EXPECTS FROM YOU: • Create new dealer partnerships., • Ability to navigate high daily phone volume., • Grow your active dealer count by creating value for our dealer partners., • Capture Funding Packages from dealerships across the country., • Act as a partner to your dealers to ensure maximum profitability for the dealership and CPS., • Work closely with our Originations department to ensure a smooth partnership., • Complete production reports as needed for management., • Display the best customer service to your dealer partners., • Research accounts, identify key players and generate interest., • Source new opportunities through inbound lead follow-up, outbound cold calls, and emails., • Record customer information and maintain database by obtaining, entering, and verifying required data. Benefits: We recognize people as our most valuable asset. Our competitive salary and benefits package include 401 (k), medical, dental and vision insurance, life insurance, disability insurance, Company paid holidays, vacation and sick benefits. Employer Notice: Consumer Portfolio Services, Inc. is an equal opportunity employer that is committed to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis or characteristics protected by law. This job advertisement does not list all the duties of the job; it is merely a summary and other duties may be assigned. Please be advised this job advertisement is not a contract for employment. If you are hired, your employment will be at-will. Your employment and compensation can be terminated without cause or notice, for any reason, at any time, at the option of either the Company or you. Also, no management representative of the Company, except the President, has any authority to enter into any agreement contrary to that of at- will employment. We are a nationwide Auto Finance Company. Check our website at and apply!

Job Summary: As a Financial Sales Representative, you will play a vital role in guiding clients through their financial journeys by providing expert advice and tailored solutions. You will help individuals and families achieve their financial goals through comprehensive planning, investment management, and wealth-building strategies. This dynamic position offers the opportunity to develop strong client relationships while leveraging your expertise in financial concepts, securities law, estate planning, and tax strategies. Your proactive approach and dedication will empower clients to make informed decisions that secure their financial futures. Duties: • Develop personalized financial plans by assessing clients’ current financial situations, goals, and risk tolerance, • Provide expert guidance on estate planning, wills, trusts, and estate law to ensure clients’ assets are protected and transferred efficiently, • Promote and sell financial products and services including investment management, cash management solutions, and insurance policies, • Conduct thorough financial analysis using advanced financial software to identify opportunities for growth and risk mitigation, • Stay current on securities law, tax regulations, and industry best practices to ensure compliance and optimal advice, • Build strong customer relationships through regular communication, follow-ups, and tailored service offerings, • Assist clients with portfolio management strategies aligned with their long-term wealth management objectives Additional Information: • Competitive Compensation: Advisors benefit from a compensation package that includes a generous commission structure, a stipend, and residual income., • Comprehensive Benefits: Employees have access to full health benefits and four retirement plans, including two fully funded pensions, providing financial security for the future., • Supportive Work Environment: Northwestern Mutual fosters a collaborative and supportive workplace culture, encouraging teamwork and professional growth., • Reputation and Stability: As a well-established company with a strong reputation in the financial services industry, Northwestern Mutual offers job stability and a respected brand to work for., • Impactful Work: Advisors have the opportunity to make a significant impact on clients' lives by helping them achieve their financial goals and secure their futures., • Career Growth Opportunities: The firm provides numerous opportunities for career advancement and professional development, allowing you to grow within the company. Requirements: • Bachelor's Degree, • 3+ years of sales experience, • Located in Orange County and or willing to commute Join us as a Financial Sales Representative to make a meaningful impact by helping clients secure their future! Your expertise will drive success not only for your clients but also for your professional growth within our team. Job Types: Full-time, Permanent Benefits: • 401(k), • Dental insurance, • Health insurance, • Professional development assistance, • Retirement plan Education: • Bachelor's (preferred) Location: • Irvine, CA Ability to Commute: • Irvine, CA 92612 (Required) Work Location: On site

About Goosehead 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. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. 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 first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience And Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills And Abilities • 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, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • High quality voluntary health, vision, dental insurance programs, • Paid holidays, vacation, and sick leave, • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

THE OPPORTUNITY Mitchell Anthony Capital Management ("MACM"), an Irvine based Portfolio Management firm, has an opportunity for a Client Relations Manager (“CRM”) to join our team. The position pays a six figure base salary plus a substantial bonus of 0 - 25% of salary. MACM is an independent Registered Investment Advisor with $350MM in assets under management. The firm manages 3 different strategies across 250 relationships in a pooled manner. The firm is focused on creating alpha and sells index beating results. While the firm is not a hedge fund the firm manages its client accounts in a hedge fund like manner with accounts pooled together for management purposes to simplify and focus the firm on just three strategies and three pools of capital. The firm charges fees that are profit based and/or asset based. The CRM will create and provide financial plans to existing clients using proprietary software and use the planning process to discover new assets and enhance client satisfaction. A skilled Advisor will have the ability to thrive in this environment, with the potential to make a meaningful impact on Asset Growth and to earn significant income. JOB OVERVIEW The Client Relations Manager (CRM) will work directly with clients and service their financial planning and administrative needs, and act as a liaison between the portfolio manager and the client. The FA will strategically evaluate clients' wealth management needs and portfolio performance, and aid in gathering assets from and strengthening existing client relationships. PRIMARY QUALIFICATIONS The CRM will be an ambitious individual who enjoys working with people. The CRM must have tremendous charisma and personality. The CRM must also have strong intuitive and perceptive skills which enable them to understand client needs and effectively act on them, as well as communicate issues as needed to management. The ability to see and communicate the big picture is a must. Client relations experience, or sales experience, in finance required. The CRM will have the opportunity to make a big impact given the small-team environment, including the opportunity to contribute to other areas of the business. The ideal candidate will be a self-starter who is excited about the prospect of growing their career alongside a growing firm. JOB REQUIREMENTS IN BRIEF · 2-5 years of relevant experience · Bachelor's degree · Excellent verbal and written communication skills · Strong intuitive abilities · Ability to work with minimal direction and thrive within a small-team environment NOTE TO ALL APPLICANTS: Please message Mitchell Anthony () and submit your results from the following test along with your application: COMPENSATION & OTHER DETAILS Company: Mitchell Anthony Capital Management Location: Irvine, CA Job Status: Full Time Job Type: Employee Education: Bachelor’s Degree Career Level: Experienced (Non-Manager); 2 to 5 Years Starting Salary: $ 100,000-140,000 Annual Base Salary (Depending on Experience) • Bonus / Profit Sharing / Health & Dental Benefits

Leading private lending platform is seeking an Assistant General Counsel to support complex transactions and distressed asset strategies. This role sits at the intersection of legal, capital markets, and servicing, offering high exposure to senior leadership and strategic initiatives. About the role: Responsibilities • Manage and coordinate real estate closings, including document review, title matters, and post-closing resolutions, • Oversee distressed asset strategies (loan workouts, restructurings, foreclosures, REO, note sales, and enforcement actions), • Ensure compliance with federal and state regulations, • Partner cross-functionally with Legal, Compliance, Capital Markets, Servicing, and Asset Management teams, • Support audits, regulatory exams, and investor diligence with audit-ready documentation, • Contribute to capital markets initiatives including securitizations, warehouse lending, and financing structures Qualifications • JD and active California Bar required, • 3+ years’ experience in real estate law, mortgage operations, or special assets, • Strong knowledge of loan workouts, distressed debt, and default servicing, • Exposure to warehouse lending or structured finance is a plus This is an opportunity to join a dynamic, fast-paced environment where legal expertise directly impacts investment strategy and portfolio performance. • Compensation range: $200,000 - $230,000 base salary + Bonus (up to $300k total)., • Work Module: Hybrid

About Us: Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area. For over 49 years, our boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion. We specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans, with a steadfast commitment to preserving and growing our clients’ wealth across generations. Our firm prides itself on enduring client relationships, exceptional products and services, and a team culture rooted in integrity and stewardship. Enjoy a vibrant workplace with a collaborative, supportive environment and unique perks that make our corporate culture truly special. Apply today to join a team dedicated to excellence and long-term success. Opportunity: The Wealth Management Paraplanner provides support to the Advisory team in a one-to-one working relationship, primarily to the CEO (Mike Kiley) and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects. The Wealth Management Paraplanner must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Wealth Management Paraplanner will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion. Key Responsibilities: Advisor Support • Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies., • Facilitate data collection and management., • Receive, process, and disseminate data to team according to standard office procedures., • Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters., • Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals • Manage development and maintenance of client facing materials and library., • Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports., • Create case analysis, narrative, spreadsheets, schematics, and calculations., • Prepare and deliver multi-life employer and employee communications., • Schedule, prepare for, and participate in multi-life employee meetings. Plan Implementation • Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed., • Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies., • Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc. Research • Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans., • Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc. Requirements • Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support., • BA/BS degree in Business, Finance or related., • CLU, ChFC, CFP, CPA, or Law Degree., • Measured competency in mathematics and financial spreadsheets., • Knowledge of life insurance products and marketing techniques., • Strong initiative, critical thinking, flexibility, accountability., • Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines., • Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors., • Ability to work autonomously and perform well under pressure., • Expert level written and verbal communication skills., • Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs., • Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner., • Willingness to pursue industry licenses and designations as directed., • Must be available to travel occasionally. Compensation: • Base Salary: For CA based positions, the base salary range is $175,000 - $200,000. This represents base salary range only., • Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual performance bonuses. Benefits: • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: In person

About Origence With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term. The Associate Corporate Attorney has experience in indirect lending, direct lending, financial services, privacy, and FinTech matters in the Credit Union Service Organization and licensed lender space. The Associated Corporate Attorney provides direct support for senior attorneys, is an active partner to internal business clients in addition to providing timely and accurate advice, drafts and negotiates complex and novel contracts with minimal supervision, ensures compliance with regulatory standards, and actively contributes to legal risk mitigation strategies. What You’ll Be Doing: • Draft, review, and negotiate a wide variety of commercial contracts, including but not limited to licensing agreements, service agreements, NDAs, data protection agreements, lender agreements, partner and lead generator letters of understanding, and other legal documents independently or at the direction of the senior attorneys., • Provide legal advice on regulatory, compliance, privacy, and business issues affecting financial services, licensed lender, and SaaS operations., • Conduct legal research and analysis of statutes, regulations, and case law relevant to company operations., • Support litigation matters, including strategy, calendaring, discovery, briefings, and outside counsel involvement as needed., • Update internal policies, procedures, and manuals., • Monitor and interpret changes in regulatory frameworks and industry best practices affecting the credit union and licensed lender industry., • Maintain organized legal files, and report on and track key deadlines. The Ideal Candidate: Education: • Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application). Experience: • Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application. If admitted under Rule 9.46, please provide proof of successful bar passage, applicable state diploma privilege will not be accepted as proof of successful bar passage.)., • Minimum 2-3 years of relevant legal experience in a law firm, in-house legal department, or similar setting. 3+ years of prior experience as a non-attorney in financial services will count toward the minimum years of experience., • Experience with financial services, licensed lender, or FinTech legal issues OR SaaS/technology company legal matters. Specialized Skills: • Strong drafting, negotiation, and analytical skills., • Excellent communication and stakeholder management capabilities., • Ability to prioritize and manage multiple assignments under tight deadlines., • Experience advising on regulatory compliance (e.g., consumer financial protection statutes, data privacy, software licensing)., • Exposure to commercial technology contracts or subscription services., • Prior exposure to litigation support or regulatory investigations. Why you should apply: • Flexible Working Environment, • Paid Time Off, • 401k (8% match), • College Tuition Benefits/ Tuition Reimbursement, • Good Benefits options, • Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency. The starting salary range for this full-time position in Irvine, CA is $111800 - $139800 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis. Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects. The Wealth and Estate Planning Strategist must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Wealth and Estate Planning Strategist will work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion. Responsibilities: Advisor Support • Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies., • Facilitate data collection and management., • Receive, process, and disseminate data to team., • Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters., • Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals, • Manage development and maintenance of client facing materials and library., • Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports., • Create case analysis, narrative, spreadsheets, schematics, and calculations., • Prepare and deliver multi-life employer and employee communications., • Schedule, prepare for, and participate in multi-life employee meetings. Plan Implementation • Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed., • Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies., • Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc. Research • Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans., • Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc. Requirements: • Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support., • BA/BS degree in Business, Finance or related., • CPA, CLU, CFP,or Law Degree., • Measured competency in mathematics and financial spreadsheets., • Knowledge of life insurance products and marketing techniques., • Strong initiative, critical thinking, flexibility, accountability., • Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines., • Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors., • Ability to work autonomously and perform well under pressure., • Expert level written and verbal communication skills., • Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs., • Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner. Compensation: $175,000-200,000+ DOE, plus discretionary bonus and benefits. Location: Irvine, California. The role is hybrid.

Part-time evening work close to home. Service one or more nearby apartment communities with no long-distance driving or off-site dumping. Important: This role requires your own personal open-bed pickup truck (or vehicle with a trailer) to perform the job. We're hiring part-time Doorstep Trash Collection Specialists (Service Valets) to help keep apartment communities clean, safe, and comfortable for the people who live there. This is a great opportunity if you're looking for a second job, steady evening hours, and consistent work in your local area. What You'll Do Each service night, you'll keep a simple but important promise to residents: Collect bagged trash and cardboard recycling from their doorsteps so it's gone by morning. What You'll Be Doing • Collect bagged trash and cardboard from apartment doorsteps and take it to the on-site compactor using your personal pickup truck, • Service one or more nearby apartment communities during your shift, all within the same local area, • Stay active by walking the property, climbing stairs, and working outdoors during your shift, • No long distance travel, bulk items or off-site dumping, • Use our mobile app to check in, track your work, and take photos when needed What You'll Get • Truck Pay Rate: $21 per hour, • Helper Pay Rate: $19 per hour, • Part-Time Nights: Typically 10-15+ hours per week, • Schedule: Most schedules run Sunday-Thursday starting after 7:00-8:00 PM; other schedules maybe available, • Steady Pay: Consistent work and reliable hours, • Fast Pay: Get paid quickly with DailyPay, • Extra Income: Ideal for a second job or supplemental earnings, • Stay Local: Assigned to a community near where you live, • Fast Hiring Process: Apply today and get started quickly What You'll Need • Your own personal open-bed pickup truck (or vehicle with trailer) - required for this role, • Valid driver's license and auto insurance, • At least 18 years old, • Smartphone with a data plan to use our work app, • Authorized to work in the U.S. (proof required), • Ability to work independently and follow a consistent routine Physical Requirements • Lift and carry up to 50 lbs., • Walk long distances and climb multiple flights of stairs, • Work around bagged trash and waste, • Work outdoors in various weather conditions Why People Like This Role • Stay Active: Get paid to move instead of sitting at a desk, • Flexible Nights: Easy to fit around a full-time job, school, or family schedule, • Career Growth: 50% of our Area Leader hires are internal promotions, • Referral Bonuses: Earn between $125 - $500 for bringing friends to the team, • Safety First: Gloves, safety vests, and equipment provided If you're looking for a steady, part-time evening job with fast pay and extra income close to home, apply today. Are you a current Valet Living employee? If so, click ___ to apply. Valet Living is an Equal Opportunity Employer that values the strength diversity brings to the workplace. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law.

Company: Commercial Retail Real Estate Company Location: Irvine, CA Reports To: Head of Operations / CFO About the Role A commercial retail real estate company is seeking a high-level Senior Financial Analyst to drive investment decisions, asset strategy, and portfolio performance across a retail-focused platform. This is a principal-side role with direct impact on capital allocation, leasing strategy, redevelopment decisions, and portfolio optimization. The position requires an operator mindset — someone who understands how retail assets perform in the real world and can translate complex data into clear, actionable decisions. AI and automation are core to this role. The Analyst will be responsible for building and leveraging AI-driven tools to enhance underwriting, accelerate analysis, and create scalable systems that improve decision-making across the company. Key Responsibilities Investment Analysis & Capital Allocation • Lead underwriting of acquisitions, dispositions, and development opportunities, • Build advanced, dynamic financial models (IRR, NPV, cash flow, sensitivity analysis), • Evaluate risk-adjusted returns and provide clear go/no-go recommendations, • Analyze capital deployment strategies across the portfolio to maximize returns Leasing Strategy & Retail Asset Optimization • Model leasing scenarios including rent structures, TI packages, tenant mix, and lease-up timing, • Evaluate tenant credit, co-tenancy impacts, and merchandising strategy, • Analyze real-world retail performance drivers (foot traffic, sales productivity, positioning), • Support leasing negotiations with real-time financial analysis Redevelopment & Value-Add Analysis • Underwrite repositioning strategies, site reconfigurations, and capital improvements, • Evaluate cost vs. return across multiple scenarios (single-tenant vs multi-tenant, pad development, etc.), • Model phased redevelopment strategies and their impact on cash flow and NOI AI-Driven Analytics & Automation • Build and deploy AI tools to automate underwriting, reporting, and scenario analysis, • Develop internal systems that integrate leasing, construction, and financial data into a unified model, • Use AI to identify trends, anomalies, and opportunities across the portfolio, • Continuously improve analytical workflows to increase speed, accuracy, and scalability Portfolio Strategy & Performance Analysis • Monitor and analyze performance across all assets, • Identify underperforming assets and recommend strategic actions, • Support hold/sell/reposition decisions with data-driven analysis, • Provide ongoing insight into portfolio-level risk and opportunity Executive-Level Reporting & Decision Support • Prepare investment memos, dashboards, and presentations for senior leadership, • Deliver clear, concise recommendations backed by data and scenario analysis, • Operate as a thought partner to leadership on strategic and financial decisions Qualifications • 7–12+ years of experience in commercial real estate finance (principal-side required), • Deep expertise in retail real estate analysis and asset performance, • Advanced financial modeling skills with ability to build complex, dynamic models from scratch, • Strong understanding of leasing economics, TI structures, and redevelopment strategies, • Proven ability to operate independently and influence investment decisions, • Bachelor’s degree in Finance, Real Estate, Economics, or related field (advanced degree preferred) Knowledge, Skills & Abilities • Operator-level understanding of retail real estate performance and strategy, • Strong financial acumen with ability to evaluate real-world deal outcomes, • High proficiency in Excel and experience leveraging AI tools for analysis and automation, • Ability to synthesize large data sets into clear insights and recommendations, • Strong communication skills with executive-level presence, • Highly organized with the ability to manage multiple priorities in a fast-paced environment Physical Requirements • Prolonged periods of sitting and working at a computer, • Occasional travel to property locations for on-site analysis Compensation & Benefits • Competitive base salary, • Performance-based bonus tied to investment and portfolio outcomes, • Comprehensive benefits package Work Environment • Office-based role in Irvine corporate office, • High-performance, execution-focused environment, • Direct exposure to senior leadership and investment decisions, • Fast-paced, entrepreneurial culture with emphasis on ownership and accountability

The ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations. Responsibilities • Calendar management for executives, • Aid executive in preparing for meetings, • Responding to emails and document requests on behalf of executives, • Draft slides, meeting notes and documents for executives Qualifications • Bachelor's degree or equivalent experience, • Proficient in Microsoft Office suite, • Experience in managing multiple priorities, administrative coordination, and logistics, • Well-organized, detail-oriented, ability to multi-task with great follow-up skills, • Strong written and verbal communication skills

Job Title: Onboarding Assistant Location: West Capital Lending – Onsite | Irvine, CA Employment Type: Full-Time | 40 Hours per Week | In-Office Only About West Capital Lending West Capital Lending is one of the nation's fastest-growing mortgage brokerages, ranked among the top in loan volume and partner satisfaction. We offer an elite platform for top-producing loan officers, with cutting-edge technology, comprehensive back-end support, and access to over 150 investors. We’re proud to be Rocket Mortgage’s #1 broker partner and the industry’s leader in innovative lending solutions. Role Overview We’re seeking a highly organized and detail-oriented Onboarding Assistant to join our Operations team. This individual will serve as the first point of contact for newly hired loan officers, managing the full onboarding, credentialing, and licensing process to ensure smooth transitions into the West Capital ecosystem. You’ll work closely with compliance, recruiting, and operations to maintain high standards and a seamless experience for every new hire. Key Responsibilities • Manage onboarding and NMLS licensing for all incoming loan officers and branches, • Guide new hires through background checks, fingerprinting, documentation, and state-specific licensing requirements, • Coordinate with recruiters and hiring managers to ensure onboarding timelines are met, • Maintain accurate and up-to-date licensing records in company systems, • Liaise with compliance and legal teams to verify eligibility and regulatory adherence, • Provide clear communication and support to new hires throughout the process, • Track onboarding progress and generate weekly reports for leadership, • Continuously improve onboarding workflows to support scale and efficiency Qualifications • 2+ years of experience in mortgage licensing, onboarding, or operations (strongly preferred), • Detail-oriented with excellent time management and organizational skills, • Strong verbal and written communication skills, • Tech-savvy with the ability to learn internal systems quickly, • Professional, customer-focused mindset with a sense of urgency, • Experience working in a fast-paced, high-volume environment Work Environment • This is a full-time, in-office position (no remote/hybrid), • 40 hours/week, Monday–Friday, • Must be able to work onsite in our Irvine office Why West Capital Lending • Be part of one of the top mortgage brokerages in the country, • Collaborative and fast-paced work culture with high-performing professionals, • Opportunities for advancement as our company continues to scale, • Access to proprietary tech, streamlined processes, and elite leadership

Position Type: Regular Your opportunity • In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have * • Base salary, • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance Required Qualifications: * A valid and active FINRA Series 7 license required * Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: * Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. * Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. * Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning * Ability to adapt and implement change as the market and business conditions evolve * Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation * Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage origina tions must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Salary: $110,000 - $120,000 per year A bit about us: A HealthTech company seeks Senior Corporate Finance Analyst to join their growing team! Why join us? Hybrid Work Schedule - 2 days on site Tremendous growth opportunities Low Turnover / Great longevity Competitive Compensation Health benefits 401K

This is a great opportunity for someone looking to join a company with unlimited growth potential, unparalleled company culture, and a leadership team that invests in you! Why join us? First class compensation Generous bonus (historically paid in full!) Flexible PTO policy Continued Education resour

Hybrid (Must be local to Irvine, CA) | Excellent benefits, Tuition assistance and more! This Jobot Job is hosted by: Kristin Lederer Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $75,000 - $90,000 per year A bit about us: We're partnering with a

HealthTech company seeks Financial Data Analyst! Hybrid Work Schedule (2 days on site) - Competitive Compensation - Health benefits - 401K match - Flexibility - Fantastic Company Culture This Jobot Job is hosted by: Danielle Liguori Are you a fit? Easy Apply now by clicking the "Apply Now" button an

Senior Accountant / International Manufacturing / High-tech leader This Jobot Job is hosted by: Matt Swaneveld Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Minimum of 4 years of experience as an Accountant.

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Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Leading Provider of custom packaging This Jobot Consulting Job is hosted by: Milan Kacar Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $30 - $38 per hour A bit about us: Leading Provider of custom packaging Why join us? Medical/Dental Health Insu

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&

Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit ___. The Executive Business Office staff provide financial, payroll, and operational support for all units within the campus administration organization. The Office of the Chancellor units supported by the Executive Business Office include the Chancellor's official residence, Tierney University House; the Office of Campus Counsel; the Global Engagement Office; the Division of Equal Opportunity and Compliance; and the Office of the Chancellor. The Office of the Provost and Executive Vice Chancellor includes the Office of Inclusive Excellence; Institutional Research, Assessment, and Planning; the Office of Academic Personnel; the Office of the Ombuds; the Academic Senate; the UCI Langson Orange County Museum of Art; the Division of Career Pathways; and Strategic Communications. Your Role on the Team Under general supervision of the Senior Payroll and Operations Analyst and as part of the Executive Business Office, the Payroll & Financial Operations Analyst is responsible for payroll, timekeeping, purchasing, cost-benefit studies, financial reconciliation, and maintaining all policies, procedures, practices. The incumbent supports several units with coordinated financial, payroll, and operational support from the Executive Business Office. The Analyst works independently and assignments vary among different functions, such as payroll, timekeeping, purchasing, financial services, resource/space, etc. As a representative of units under campus administration, uses professional and courteous interpersonal, verbal, and written skills to establish and maintain productive relationships with all levels of university administration, faculty, staff and students, distinguished guests, and a diverse public constituency with the utmost tact and diplomacy appropriate to the office. Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on payroll and financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. What It Takes to be Successful Required: • Working knowledge of financial processes, policies and procedures., • Ability to apply policies and procedures to standard work processes, • Strong knowledge of financial data management and reporting systems., • Proficiency in the use of spreadsheet and database software., • Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making., • Ability to function effectively as a member of a team., • Ability to adapt to changing priorities., • Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources., • Proficiency in payroll processing in an enterprise system., • Exposure to payroll or financial concepts., • Proficiency in PeopleSoft or UC PATH., • Bachelor's degree in related area and / or equivalent experience / training, • Minimum 3 years of professional experience in an office environment. Special Conditions: • Must pass a background check. Total Rewards In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our ___ and ___. The expected pay range for this recruitment is $31.50 - $34.85 (Hourly). Conditions of Employment: The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment: • Background Check and Live Scan, • Employment Misconduct*, • Legal Right to work in the United States, • Vaccination Policies, • Smoking and Tobacco Policy The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements. • California Child Abuse and Neglect Reporting Act, • E-Verify Closing Statement: The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the ___. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or . Consideration for Work Authorization Sponsorship Must be able to provide proof of work authorization

Posting Date 01/28/2026 15271 Laguna Canyon Rd, Irvine, California, 92618, United States of America 15271 Laguna Canyon Rd, Irvine, California, 92618, United States of America DFM Job Description At DaVita, we find that our best leaders are those who create an inspiring vision for the future and empowers their team to achieve success. They have always enjoyed tackling difficult problems and believe that the best way to solve them is through collaborative, team efforts. They take ownership of results and instill accountability in those they lead. They are driven, strong communicators, relationship builders, and find real fulfillment in challenging work. We currently seek a Division Finance Manager (DFM) to join our Village, supporting parts of California, New Mexico, Arizona, Nevada, and Colorado. Sound like you? Then you might be a great fit! The Division Finance Manager will join a team of field finance leaders and report to the Group Finance Director and one Divisional Vice President. This teammate is an integral partner in supporting the business operations under his/her assigned division. Teammate will take a leadership role in each of the categories listed below through a strong partnership with the Division Vice President, Regional Operation Directors, Facility Administrators and the Group's finance team. ESSENTIAL DUTIES & RESPONSIBILITIES Financial Management * Monthly financial/operations reviews - provides analysis on variance to budget, identifies major wins and focus areas, partners in developing action plans where applicable, presents monthly performance to divisional and group leadership team * Forecasting - divisional lead for bottoms-up approach on 3 year strategic planning; works with Regional Directors and the Divisional Vice President to complete plans for all locations (existing and projected); provides analysis and recommendations * Budgeting - bottoms-up build for labor and controllable cost items, regional and divisional analysis, reporting and presentation of final budgets * Capital Expenditures - strong partnership with the Divisional Vice President, Regional Directors and biomed team to prioritize, manage and track spending * Ad Hoc requests - in partnership with Regional Directors and the Division Vice President, identifies opportunities for operational improvement; provide ad hoc analysis and recommendations * Training - provides structured financial training to new field teammates and existing teammates as needed; trains Regional Directors and the Division Vice President on forecast and budget templates and processes * Reporting - maintains current data for divisional dashboards and other ad hoc tools / reports. Present on financial performance to relevant stakeholders * Compensation - supports the development, rollout and monitoring of various bonus / profit sharing plans throughout the division Growth Management * Growth strategy sessions - partners with Regional Directors and the Division Vice President to analyze, review and recommend overall divisional strategy including existing business growth, new business growth, acquisitions, physician partnerships, hospital partnerships, and other factors * May be assigned specific financial group responsibilities which will require coordination across all group divisions and interaction with Division Vice Presidents and Regional Operations Directors outside of your assigned division(s) * Will be asked to represent group on committees for Village (Company)-wide financial projects such as design of company forecasting and budgeting templates * Will be asked to train new hires to the group finance team Other * Will perform other duties as requested or assigned Here is what you can expect when you join our Village: • A "community first, company second" culture based on Core Values that really matter., • Clinical outcomes consistently ranked above the national average., • Award-winning education and training across multiple career paths to help you reach your potential., • Performance-based rewards based on stellar individual and team contributions., • A comprehensive benefits package designed to enhance your health, your financial well-being and your future., • Dedication, above all, to caring for patients suffering from chronic kidney failure across the nation. Join us as we pursue our vision "To Build the Greatest Healthcare Community the World has Ever Seen." Why wait? Explore a career with DaVita today. Go to ___ to learn more or apply. What We'll Provide: More than just pay, our DaVita Rewards package connects teammates to what matters most. Teammates are eligible to begin receiving benefits on the first day of the month following or coinciding with one month of continuous employment. Below are some of our benefit offerings. * Comprehensive benefits: Medical, dental, vision, 401(k) match, paid time off, PTO cash out * Support for you and your family: Family resources, EAP counseling sessions, access Headspace, backup child and elder care, maternity/paternity leave and more * Professional development programs: DaVita offers a variety of programs to help strong performers grow within their career and also offers on-demand virtual leadership and development courses through DaVita's online training platform StarLearning. #LI-EL1 At DaVita, we strive to be a community first and a company second. We want all teammates to experience DaVita as "a place where I belong." Our goal is to embed belonging into everything we do in our Village, so that it becomes part of who we are. We are proud to be an equal opportunity workplace and comply with state and federal affirmative action requirements. Individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic. This position will be open for a minimum of three days. The Salary Range for the role is $104,000.00 - $150,000.00/year. For location-specific minimum wage details, see the following link: ___ Compensation for the role will depend on a number of factors, including a candidate's qualifications, skills, competencies and experience. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at ___ Colorado Residents: Please do not respond to any questions in this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. At DaVita, we strive to be a community first and a company second. We want all teammates to experience DaVita as "a place where I belong." Our goal is to embed belonging into everything we do in our Village, so that it becomes part of who we are. We are proud to be an equal opportunity workplace and comply with state and federal affirmative action requirements. Individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic. This position will be open for a minimum of three days. The Salary Range for the role is $104,000.00 - $150,000.00/year. For location-specific minimum wage details, see the following link: ___ Compensation for the role will depend on a number of factors, including a candidate's qualifications, skills, competencies and experience. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at ___ Colorado Residents: Please do not respond to any questions in this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.

Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit ___. The Office of Educational and Community Partnerships (OECP), home to the Center for Educational Partnerships (CFEP) and the UCI-OC Alliance, advances UCI's commitment to impactful university-community engagement. We cultivate partnerships built on reciprocity, respect, and shared purpose, expanding access to UCI through clear, equitable educational pathways. Through CFEP's pathway-focused programs and OECP's collaborative initiatives, we work to address complex societal challenges, strengthen community wellbeing, and prepare UCI students to contribute meaningfully in a global society. Your Role on the Team Under the general direction of the Vice Provost-Educational & Community Partnerships and Chief Outreach Officer, serves as the senior internal administrative leader for the Office of Educational & Community Partnerships, managing the financial and administrative operations including: Contracts & Grants, budgetary financial management, risk, facilities, student outreach services, and unit finance services. The position leads department-level financial planning, analysis, and operations by using advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Responsible for complex budgeting across multiple funding sources, designs forecasts and scenario models where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques, and evaluation criteria to ensure strong internal controls and compliance. Contacts are both internal and external to the department at all levels that requires the ability to deliver clear, actionable recommendations to leadership. Serves as the primary point of contact for unit staff. What It Takes to be Successful Required: • Advanced knowledge of finance policies, practices, and systems., • Ability to identify, collect, and analyze information from multiple sources to develop strategic financial planning recommendations., • Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner to diverse audiences., • In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports., • Advanced interpersonal skills at all levels within the organization; advanced service orientation and critical thinking skills; and attention to detail. In depth ability to use organizational skills to multi-task in a high volume environment., • Ability to adapt to changing priorities., • Ability to function as a member of a team., • Advanced knowledge and understanding of budgeting and internal control practices and their impact on protecting University resources., • Familiarity with complex academic funding structures., • Advanced degree in related area and / or equivalent experience / training, • 10+ yearsRelevant experience for this job., • Demonstrated experience with contracts and grants administration, specifically with federal and state grants in compliance with Uniform Guidance and sponsor regulations. Preferred: • Higher education experience strongly preferred. Special Conditions: • Must pass a background check., • Hybrid work schedule. Total Rewards In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our ___ and ___. The expected pay range for this recruitment is $97000- $118300 (Annual). Conditions of Employment: The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment: • Background Check and Live Scan, • Employment Misconduct*, • Legal Right to work in the United States, • Vaccination Policies, • Smoking and Tobacco Policy The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements. • California Child Abuse and Neglect Reporting Act, • E-Verify Closing Statement: The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the ___. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or . Consideration for Work Authorization Sponsorship Must be able to provide proof of work authorization

Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit ___. Accounting & Fiscal Services at UC Irvine is comprised of several units that support critical campus business operations: General Accounting, Contracts & Grants Accounting, Cost Accounting, Accounts Payable, Payroll, Financial Services, Financial Management Support, and UCPath. The Accounting & Fiscal Services team ensures the integrity of UCI's financial reporting, enables effective and efficient campus financial processes and controls, manages contracts and grants funding at the post-award stage, and champions compliance with policies, laws, and regulations. Finally, the A&FS team provides support and resources to campus in the areas of billing, collections, payments, disbursements, loan administration, and student tax information. In all these areas, the A&FS is always dedicated to the providing effective and efficient customer service in support of UCI's mission and goals. Your Role on the Team Reviews and analyzes accounting transactions and implementing financial statement or report changes to meet Governmental Accounting Standards Board (GASB) requirements and generally accepted accounting principles (GAAP). Accounting tasks are high-level financial analysis, accounting policy review, General Ledger System knowledge, and identification and resolution of accounting and financial problems. What It Takes to be Successful Required: • Ability to independently gather, organize, and perform accounting-related analysis to complete work assignments., • Proven ability to effectively present accounting information verbally and in writing., • Thorough knowledge of financial transactions and systems, as well as related policy, accounting, and regulatory compliance requirements., • Thorough knowledge of common desktop / web applications., • Thorough knowledge of analytical procedures used in accounting projects of moderate to semi-complex scope., • Extensive knowledge of generally accepted accounting principles and practices., • Strong ability to quickly identify problems, analyze key factors, and develop solutions., • Bachelor's degree in related area and / or equivalent experience / training, • A minimum of 3 years of experienceAccounting related experience or equivalent combination of experience and education. Knowledge of Accounting Function and Assignments., • A minimum of 3 years of experienceExperience in performing accounting duties, including high level critical thinking and process improvement., • A minimum of 3 years of experienceComputer proficiency required (word processing, spreadsheets, and accounting system). Preferred: • Comprehensive understanding of fund accounting principles and practices., • Working knowledge of UCI financial systems, UCOP financial systems, and sub-systems., • A minimum of 3 years of experienceAdvanced Microsoft Excel knowledge and experience as well as experience working with large data projects, data sets, and data extraction., • A minimum of 1 year of experienceFund accounting experience in a University setting. Total Rewards In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our ___ and ___. Conditions of Employment: The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment: • Background Check and Live Scan, • Employment Misconduct*, • Legal Right to work in the United States, • Vaccination Policies, • Smoking and Tobacco Policy The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements. • California Child Abuse and Neglect Reporting Act, • E-Verify Closing Statement: The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the ___. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or . Consideration for Work Authorization Sponsorship Must be able to provide proof of work authorization

Job Locations US-CA-Irvine Primary Posting Location : City Irvine Primary Posting Location : State/Province CA Primary Posting Location : Postal Code 92604 Primary Posting Location : Country US Requisition ID 2026-438575 Position Type Full Time Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service) Minimum USD $134,000.00/Yr. Maximum USD $174,200.00/Yr. Director of Credit Card Management The Director of Credit Card Management provides strategic leadership and governance for the enterprise-wide corporate credit card program, overseeing several thousand cardholders. The role ensures operational excellence, compliance with organizational policies and regulatory requirements, and robust risk mitigation across all program activities. This position leads a dedicated professional team, manages key banking relationships, and drives program performance, reporting, and continuous improvement initiatives that support organizational financial control and efficiency. Job Will Remain Open Until Filled The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Responsibilities Provide strategic leadership, oversight, and daily management of the corporate credit card program to ensure operational excellence, policy adherence, and risk mitigation * Lead, mentor, and develop a professional team to foster accountability, service excellence, and continuous improvement * Oversee issuance, maintenance, monitoring, and lifecycle management of corporate credit cards to ensure accuracy, security, and compliance * Maintain, update, and enhance program policies, procedures, governance documentation, and training materials to align with regulations and organizational needs * Serve as primary liaison with banking partners by managing relationships, resolving escalations, and negotiating program terms or enhancements * Monitor program performance, cardholder activity, compliance trends, and risk indicators while preparing and presenting reporting to senior leadership * Identify and implement process improvements, automation, and internal controls to improve efficiency, accuracy, and program integrity * Support internal and external audits by coordinating documentation, responding to requests, and ensuring timely corrective action Qualifications * Education Requirements: Bachelor's degree * Experience Requirements: 4-6 years experience in relevant field * Travel requirement: No travel requirements Supervisor Responsibility Direct Reports: Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources Indirect Reports: May delegate work of others and provide guidance, direction and mentoring to indirect reports Required Knowledge and Skills * Extensive knowledge of corporate credit card administration and expense management programs * Strong understanding of financial controls, compliance standards, and risk management practices * Experience leading and developing teams * Expertise in vendor and banking relationship management Environmental & Physical Requirements Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs. Additional Information Regarding Job Duties Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law. Not ready to apply? Connect with us for general consideration.