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Zurich is seeking an Umbrella Executive Underwriter or AVP underwriting Director to join our Los Angeles team! Excess Casualty/Umbrella is a key business segment within National Accounts, and we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem-solving abilities. As an Umbrella, Executive Underwriter or AVP underwriting you will handle new and renewal Umbrella business. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers across Los Angeles, CA This is an exciting time to join Excess Casualty team at Zurich! The Umbrella is responsible for: • Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs., • Using a disciplined approach to exposure evaluation, risk assessment and pricing, • Using risk insights, data and models to drive informed decisions at point of sale, • Identifying gaps involves and aligning Zurich’s products and value proposition to offer a solution that provides the contract certainty the customer needs, • Demonstrating strong analytical skills and executing as an innovative advisor, • Underwriting, analyzing and generating new and renewal business, • Market facing and production within the growing Umbrella division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships, • Working within broad limits and authorities on highly complex assignments This role will be filled at either the Umbrella Executive Underwriter or AVP underwriting Director . The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Executive Underwriter- Excess: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP- Underwriting Director-Excess: • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills 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 - Los Angeles, AM - San Francisco Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JJ1 #LI-DIRECTOR #LI-HYBRID

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 LA or Orange County 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 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 - Los Angeles, AM - Irvine Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE

Join a team where your expertise is valued, your voice is heard, and your career has room to grow. Zurich’s Large Contract West Region Surety Team is looking for a motivated Contract Surety Underwriter to help us strengthen our portfolio, elevate our client relationships, and make a lasting impact across the 13 Western States. This is a highly technical position and requires experience with Surety lines of business. At Zurich, we foster a collaborative, purpose-driven culture with the backing of a global brand. You’ll have the opportunity to: • Lead with impact by managing complex large accounts, • Travel with purpose, approximately 20% across the region, • Grow your network working with top-tier agents and brokers, • Make decisions that matter with clear accountability and broad authority This market-facing role will be within the West region and we’re open to talent located anywhere in the following states: Colorado, Utah, Idaho, Washington, Montana, Oregon, California, Nevada and Arizona. You’ll play a critical role in managing and expanding a portfolio of domestic and international large accounts while driving business development and retention. • Underwriting and analyzing new and renewal business for large contract surety, • Navigating complex assignments with confidence and autonomy, • Building and maintaining strategic broker and agency relationships, • Ensuring compliance with underwriting guidelines and regulatory requirements This role will be filled at either the Executive Underwriter or AVP Underwriting Director 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. Executive Underwriter Required Qualifications: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP Underwriting Director Required Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • College Degree Highly preferred, • Strong Finance and accounting background needed, • Advanced knowledge and practice of Surety Bonds, • Established Broker relationships, • Ability to interact with the C-Suite, • Ability to investigate and analyze complicated credit assessments, trends, business strategies and organizational character among other aspects of our customers, • Ability to coherently articulate these strategies and financial concepts formulating fact based conclusions and recommendations., • Prior experience managing/growing profitable portfolio of customers, • Negotiation experience with large, international and national organizations, • Strong team building and organizational skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $100,200.00 - $217,000.00. The proposed salary range for the Executive Underwriter is $100,200.00 - $164,100.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP, Underwriting Director is $132,500.00 - $217,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - California Virtual Office, AM - Arizona Virtual Office, AM - Colorado Virtual Office, AM - Oregon Virtual Office, AM - Washington St Virt. Office, AM - Idaho Virtual Office, AM - Nevada Virtual Office, AM - Utah Virtual Office, AM - Montana Virtual Office Remote Working: No Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-DIRECTOR

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.

Zurich North America is hiring an Underwriting Account Service Manager I for our Middle Markets team in Los Angeles, CA. While this position will be based out of our LA office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role may require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We’ve been committed to assembling a team of dedicated Middle Market leaders who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. As a member of Zurich’s leadership team, you will have the opportunity to lead, motivate and develop the Underwriting Account Servicing team to develop and deliver customer-specific, value-added services for existing and new Middle Market accounts. In this role, you will be responsible for: • Managing all operational activities associated with high volume, mid-size to large accounts., • Managing a team of 6 Underwriting Associates, end to end and as the point of contact for customers and underwriting leadership, • Ensuring teams meeting key operational performance goals., • Regular performance evaluations., • Managing the workflow and distribution of work amongst team members., • Performing customer service and account management responsibilities, as needed, which may include resolving issues related to billing, making changes to policies and answering policy coverage related questions., • Participating in key account business relationships in person or teleconference with Underwriters, • Providing oversight and leading key check point processes for teams, • Coordinating relevant agenda, communications, and discussion points for regional meetings and trainings Basic Qualifications: • Knowledge of the insurance industry and the legal and regulatory environment Preferred Qualifications: • Insurance certifications, • People management experience, • Experience working in a production and metrics performance environment, • Knowledge of operational budgets, • Knowledge of international insurance programs 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 proposed Salary range for this position is $87,200.00 - $142,800.00, with short-term incentive bonus eligibility set at 10%. 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 - Los Angeles Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

Represents the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Assists in the supervision of the Bank’s special assets

Senior Cost Accountant will assist with the maintenance of the cost and general accounting systems. This role includes all inventory balance sheet reconciliations, preparation of journal entries, cost analysis, and audit support. The ideal candidate has excellent analytical skills, advanced Excel skills, and a thorough knowledge of accounting principles.

EntityID=38&JDName=Financial%20Services%20Analyst%203%20CX%20(TBD_941206). Experience working with financial reports and possess strong understanding of financial reports (Required). Will assess best practices and procedures for the school as it pertains to financial and business activities.

In collaboration with seven universities—UCLA, USC, CSULB, CSULA, CSUN, CSUDH, and APU—the Academy provides comprehensive training programs designed to equip LA Department of Children and Family Services (LADCFS) staff at all levels with the skills and knowledge necessary for child welfare servi

Headquartered in downtown Los Angeles, AC Martin, Inc. Preparation and analysis of weekly reports relating to budgets, projections, and contract billings, including resolving problems where necessary. Tasks included, but are not limited to: Set up and maintenance of project budgets in accounting dat

Associate, Fund Client Accounting At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate, Fund Client Accounting II to join our Fund Accounting team. This role is located in Los Angeles, CA In this role, you’ll make an impact in the following ways: • Conduct accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports., • Perform Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting efficiencies, enhancing processes and specialist review functions., • Check the work of more junior team members., • Responsible for cash and asset reconciliations related to more intricate accounts or transactions within assigned funds., • Perform reconciliation of account expenses for more complex transactions and ensure they are allocated appropriately., • Escalate atypical transactions to senior team members., • Draft reports for clients regarding the performance of funds and may review first draft reports completed by more junior staff., • Interact with clients in answering questions regarding fund reports and accounting processes., • Provide guidance to less experienced team members; no direct reports but may have people management responsibilities in some geographies., • Bachelor’s degree in accounting or the equivalent combination of education and experience is required., • 3-5 years of total work experience preferred. Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $70,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Diamond Generating Corporation is a wholly owned subsidiary of Mitsubishi Corporation, one of the world’s most diverse enterprises, with over 700 subsidiaries and affiliates worldwide, Diamond Generating Corporation has developed a reputation for financial strength and long-term stability. Our expertise in power development and generation, including greenfield development, acquisition, fuel procurement, financing, construction and operations management has resulted in a portfolio of efficient, state-of-the-art, environmentally sound generating facilities. Purpose: As part of the corporate tax group, the senior tax accountant is responsible for supporting the preparation and review of partnership and corporate tax returns, tax provisions, and various tax related ad-hoc tasks. Responsibilities:  Review partnership and corporate tax returns (Federal and multi-state)  Prepare tax workpapers and related supporting schedules  Assist with quarterly estimates, extensions, withholding tax filing requirements, and payment processes  Assist with the preparation of the quarterly/year-end tax provisions by preparing workpapers and compiling supporting documentation  Maintain fixed asset tax schedules for various projects  Prepare general ledger entries and maintain supporting workpapers  Assist with various ad hoc projects and tasks Skills, experience and background:  Degree in accounting or business  Experience in partnership and/or corporate tax  CPA, or MBT preferred  Minimum three years of relevant public accounting experience  Knowledge of the Microsoft Office Suite, with a strong knowledge of Excel, and Thomson Reuters Fixed Assets CS (preferred) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard., • Specific vision abilities required by this job include close vision requirements due to computer work., • Regular, predictable attendance is required. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Moderate noise (i.e. business office with computers, phone, and printers, light traffic)., • Ability to work in an open office environment., • Ability to sit at a computer for an extended period of time. Pay Range: $97,000 - $113,000

Are you a college graduate looking for a challenging and rewarding career? Do you enjoy the satisfaction of making sure that information is accurate? Do you want to be part of a large team where the leadership is focused on your development and success? In this entry level compliance auditor role, you may have found your perfect fit! What you'll be doing... As a payroll compliance auditor, you will receive paid training to learn the ins and outs of the job requirements. Once trained, you will review employer payroll records to ensure that participants are receiving the benefit contributions promised in their labor contract (collective bargaining agreement). It can be repetitive work, but it's extremely important and plays a crucial role in both the application process and the amount retirees ultimately receive. We're hiring several auditors for our June 2nd training class in Pasadena! • Review and analyze payroll records to ensure compliance with appropriate contracts, • Complete data entry and document errors/omissions using proprietary audit software, • Write weekly status updates for each audit performed, • Effectively communicate with clients--ask appropriate questions, summarize audit results, • Contribute to the overall team effort by meeting production standards (measured by KPI) Who you are... • Educated. Bachelor's degree (preferred), or associate degree + equivalent work experience, • Organized. Able to juggle and prioritize workloads, • Communicator. Strong verbal, written and interpersonal communication skills, • Detailed. Attentive to details with excellent problem-solving & analytical skills, • Technically Savvy. Proficient in Word & Excel (VLOOKUP and Pivot Tables), • Travel-wise. A confident and willing traveler with an excellent driving record The position is 100% on-site at our Pasadena, CA office. Who we are... Northwest Administrators, Inc. is an industry leader in third-party administration of employee benefits. We administer one of the largest multi-employer pension plans in the country, along with numerous large health and welfare plans. As part of our team, you will benefit from many training and development opportunities and can expect a better-than-market benefits package. See what our associates are saying about us at Northwest Administrators Inc. | Careers (nwadmin.com). If hired, you can expect... • Starting hourly rate of $25.21 per hour (reviewed at 6, 9, 12 and 24 months), • Excellent Medical, Dental (w/Orthodontia), Vision, Rx benefits, disability, life insurance, • Optional benefits: health flex spending, dependent care assistance & pet insurance, • Paid Vacation (10 days), Sick Leave (10 days) and Holidays (10 days), • Generous 401(k) plan with company base contribution & match, • Student loan repayment assistance program & tuition reimbursement, • 3-month sabbatical program with continued benefits, • Career development and growth opportunities Equal Employment Opportunity NWA is proud to be an Equal Employment Opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, physical or mental disability, marital status, amnesty, veteran status, citizenship, family medical history or genetic information or any other characteristic protected by local, state, or federal laws. NWA prohibits any discrimination or harassment based on any of these characteristics. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact Human Resources at to request accommodation. Northwest Administrators Inc. | Privacy Policy (nwadmin.com)

Job Title: Staff Accountant Location : City of Industry Pay: Salary range $70,000-$75,000/yr Benefits: This position is eligible for health, dental, vision, insurance, and 401(K). We are seeking a Staff Accountant to join a growing accounting team within a well-established retail organization. This role is ideal for an accounting professional with 2+ years of experience who enjoys working in a fast-paced, high-transaction environment and supporting month-end close and financial reporting activities. Key Responsibilities • Support month-end close, including preparation and posting of journal entries, • Perform balance sheet reconciliations and maintain supporting schedules, • Reconcile cash and bank activity and investigate variances, • Assist with fixed asset accounting and monthly depreciation tracking, • Support rent/store accounting and related payment processes, • Assist with audit preparation and provide documentation for external auditors, • Bachelor’s degree in Accounting, Finance, or related field preferred, • 2+ years of accounting experience, • Experience with journal entries, balance sheet reconciliations, and month-end close, • Knowledge of GAAP accounting principles, • Experience with ERP systems (NetSuite or similar preferred), • Strong Excel and analytical skills, • Experience in retail, multi-location, or high-transaction environments is a plus

Payroll Specialist (ADP) Century City - 3 days in office, 2 days remote A reputable mid-sized law firm is seeking a Payroll Specialist to join its collaborative finance team. This role offers direct exposure to senior leadership and an opportunity to take ownership of payroll operations while contributing to broader accounting initiatives. About the Role This position plays a key role in managing end-to-end payroll processing and ensuring compliance with applicable regulations. The role partners closely with finance leadership and provides visibility into overall accounting operations, making it a strong opportunity for someone looking to grow within a stable and team-oriented environment. Key Responsibilities • Process payroll for 200+ employees across multiple pay cycles using ADP, • Monitor and review timekeeping data to ensure accuracy, • Calculate final pay, adjustments, and special compensation items, • Prepare and support payroll-related reporting, including quarterly and annual tax filings (e.g., 940/941, W-2), • Reconcile payroll data to the general ledger and ensure accurate posting, • Maintain and update payroll system configurations, including earnings and deduction codes, • Review employee payroll setup and audit deduction accuracy (e.g., benefits, retirement contributions), • Support audits by preparing schedules and documentation related to payroll and benefits, • Generate reports for compliance and internal analysis (e.g., ACA reporting, compensation reviews), • Stay current with payroll regulations and ensure system updates for compliance changes, • Assist with special projects in collaboration with finance leadership Qualifications • Strong experience processing payroll using ADP (required), • Solid understanding of payroll compliance, tax reporting, and reconciliation processes, • Experience supporting payroll for mid-sized organizations (200+ employees preferred), • Proficiency in Excel and financial reporting, • Strong analytical and problem-solving skills, • Excellent communication skills and ability to collaborate across teams, • High level of accuracy, organization, and attention to detail

This role is responsible for managing client billing and collecting payments for the firm. The specialist prepares accurate invoices, follows up on unpaid bills, and helps resolve any billing questions. They work closely with attorneys, legal staff, and clients to ensure billing is timely and correct. This position also includes general accounting tasks and requires strong attention to detail, organization, and customer service skills. This is a hybrid role. Qualifications • Strong skills in Microsoft Office, especially Excel; experience with law firm billing software preferred (Aderant Expert Billing and Billblast a plus), • Professional, trustworthy, and able to handle confidential information, • Detail-oriented with a focus on accuracy, • Good communication and interpersonal skills, • Able to manage multiple tasks and prioritize work effectively, • Self-motivated and able to work independently, • Associate degree or coursework in Accounting, Finance, or a related field, • At least 3 years of billing and collections experience in a law firm, • Experience with electronic billing platforms (e.g., Legal Tracker, Tymetrix, CounselLink, Collaborati, Billing Point)

🚀 NOW HIRING: E-Billing Coordinator – LA, Sacramento, or Portland 💡 This role requires real portal experience—if you’ve only emailed invoices or relied on accounting software, this isn’t the job for you. Apply today if you’ve managed full-cycle e-billing hands-on. Our client, a reputable full-service business law firm, is seeking a detail-oriented E-Billing Coordinator to manage the full cycle of legal e-billing. This isn’t just sending invoices from accounting software—candidates must be experienced working directly in client portals, managing submissions, disputes, and deadlines. What You’ll Do: • Upload invoices and pre-bills to client e-billing portals (3E, ADARANT, or others), • Maintain client-specific billing rates and codes, • Monitor deadlines, handle short pays, rejections, and appeals, • Resolve billing discrepancies and respond to client inquiries promptly, • Collaborate with attorneys and Finance team to ensure compliance, • Generate billing summaries and reports for management What You Bring: • 2+ years in accounts receivable, collections, or financial operations, • Hands-on experience with multiple e-billing platforms (3E, ADARANT, or similar), • Strong analytical skills, attention to detail, and compliance knowledge, • Familiarity with LEDES/UTBMS codes and client billing guidelines, • Why You’ll Love It:, • Hybrid role – 2 remote days per week, • Professional, collaborative law firm environment, • Work on high-stakes, impactful legal matters 📩 If you’re interested (or know someone great), message me directly for details. Thanks!

Our client, Farmers and Merchants Trust Company, a high-touch corporate trust and investment management company, has retained us to identify a VP, Head of Finance & Operations, to join their organization. This individual will report to the incoming Chief Financial Officer and will serve as a critical leader responsible for overseeing the company’s financial operations, back-office infrastructure, and regulatory environment. About Farmers and Merchants Trust Company Farmers and Merchants Trust Company (FMTC) is a high-touch corporate trust and investment management company that has operated in California since 1920. FMTC has offices from Santa Barbara to Newport Beach and prides its operations on maintaining its premium service levels to its clients. The Company is run by the founding Walker family, which continue to prove their dedication to the conservative business practices that have stood the test of time. Their website is About the role This role is a key hire as the organization evolves its leadership structure and builds out a more robust finance and operations function under a new Chief Financial Officer. The Head of Operations is the lead operations officer supervising a team of individuals that runs one of four main pillars within the Company. We’re looking for strategic leadership, a hands-on VP, Head of Operations, to lead FMTC operations through our next stage of growth. This position encompasses overseeing all client transactions, settlement of investments, financial accounting, technology stack, fulfilling compliance requirements, and serving as key partner with the other pillars (Finance, Trust Administration, and Investments) within the Company. The VP, Head of Finance & Operations will be responsible for leading the firm’s back-office infrastructure, including financial operations, trust operations support, and regulatory processes. The role is highly operational in nature and requires a leader who is comfortable being hands-on, managing teams, and ensuring accuracy, control, and efficiency across all processes. This individual will partner closely with the CFO and executive leadership, with the opportunity to contribute to financial analysis and strategic initiatives over time, while maintaining primary ownership of operational execution. The following information will provide more insight. After reviewing the details below our hope is that you may know someone who would be interested in this highly visible role. Feel free to distribute this document to others. If you have any questions or require further information, please contact Adam Kaufman at 818.216.7684 or . Key Responsibilities: Finance Responsibilities • Manager of Finance and Operations Departments;, • Lead strategic initiatives in-line with the FMTC strategic plan;, • Problem solve for operational inefficiencies;, • Review daily and monthly bank reconciliations;, • Approver for daily wire verification up to approved limit;, • Assist as second verification on transactions as necessary;, • Verify fee implementation on client accounts;, • Responsible for Department’s compliance requirements with regulatory agencies;, • Responsible for preparation of annual budgets for Finance and Operations Departments. Data Analytics Responsibilities • Drive enterprise data analytics and reporting roadmap, aligning initiatives with company-wide strategy and objectives, • Provide strategic and operational insights backed by data to functional teams across the company, • Collaborate with cross-functional teams to understand and prioritize data and reporting needs (e.g., business KPIs, client segmentations, financial reporting, forecasting), • Create data analysis reports, ensuring high-quality and relevant insights, • Generate reports and dashboards to analyze/track business performance and support business decisions, • Ensure enterprise data quality through automated data audits and other mechanisms, following business requirements, • Maintain clear and comprehensive documentation of data standards (e.g., sources, models, pipelines, etc.), • Follow best practices in data analytics/engineering, including version control, security, and change management procedures, • Serve as a voting member of the Trust Administrative Committee (TAC), and other committees as assigned;, • Provide recommendations to management regarding changes to transaction process and procedures;, • Provide technical expertise in the areas of trust operations, technology, and management of complex transactions;, • Responsible for Operation Department Policies and Procedures;, • Work closely with the Operations, Investment, Trust Administration, and Real Estate staff, and Executive Management to administer transactions within client accounts;, • Keep current on all laws and regulations related to the administration of trust accounts;, • Special project as needed. Technology Responsibilities • Serve as the Information Security Officer for the Company;, • Create and maintain the Information Security policy and program;, • Create and maintain the Information Security Incident Response Plan;, • Responsible for the Acceptable Use policy agreement, communications control standards, electronic mail standard, media storage and disposal standard, and record retention standard;, • Point of contact regarding service issues, complex transactions, and errors between FMTC and software (currently Trust Desk, PDS, and Sage);, • Responsible for analyzing and making recommendations on the tech-stack within FMTC that services the Finance and Operations Departments;, • Maintain awareness of emerging products and services and new developments in the industry;, • Acquire and apply knowledge of industry products, services, and processes in handling complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.). Manager Responsibilities • Responsible for Department’s timecards, overtime, and ADP requirements;, • Responsible for mid-year and annual performance reviews of the Departments’ employees;, • Create Key Performance Index scorecards for Departments and report to Management on a quarterly basis;, • Create alignment with corporate goals;, • Act as educator and mentor to Departments employees on continuing education, operational efficiencies, and improvement to existing processes;, • Fulfill educational credits as necessary to stay in compliance with regulatory requirements. Qualifications: Required Knowledge, Skills, and Abilities • 5+ years work experience as a manager of a team, • Proficient knowledge of FIS, SEI, Innovest or similar accounting platform;, • Proficient in trust compliance rules and regulations;, • Proficient in banking regulations O and W;, • Minimum 3+ year work experience in data-related roles, • Demonstrated proficiency in a data analytics tooling (e.g., SQL, DBT, Python, Tableau, Excel), • Ability to analyze structured/unstructured data and derive actionable insights, • Experience managing end-to-end analytics projects, • Ability to synthesize and present data insights in a way that drives decision-making, • Deep experience working with and joining disparate data sources, • Preferred - experience in applying advanced analytical approaches to deliver on key business objectives (e.g., forecasting, client segmentations, etc.), • Preferred - data analytics or reporting-related experience with Databricks, Salesforce, Addepar, and/or Workday, • Strong analytical, problem-solving, and critical thinking skills, • Comfort with ambiguity and proven ownership mindset, • Effective communication, both orally and in writing, • Strong attention to detail with a high degree of accuracy and consistency, • Ability to lead projects end-to-end, in a structured way, and with minimal supervision, • High standards of professionalism and confidentiality, • Solid understanding of the role of fiduciaries and delivery of trust services;, • Ability to be effective under pressure;, • Advanced ability to prioritize and multi-task;, • Ability to professionally interact with all levels of employees and clients;, • Effectively work independently as required. Education and Experience • Bachelor in Finance or Accounting required; MBA/CPA a plus., • 10+ years working experience in trust and estate administration and planning preferred (Executive Management may make exceptions, if needed);, • Additional certifications is a plus. About Kaufman Search: For more than 35 years we have been specializing in the placement of Accounting, Finance, Tax and Human Resources professionals in Southern California. Our expertise, contacts, and reputation combine to help companies identify, attract, and acquire the most talented professionals. Thank you. For more details please visit . Thank you.

A long-term client of SEP is looking for an experienced Billing Coordinator to join the team in Los Angeles, CA. This is a full-time position within a large law firm that offers high visibility and plenty of options for growth. This position will manage the legal e-billing process and ensure the timely and accurate submission of invoices within the firm. This is a full cycle billing role, and you're typically working with the legal team, clients, and third-party billing systems. This would be an excellent opportunity for someone looking to break into a large and prestigious law firm. Alternatively, this would be a great way to break into the billing department at a law firm if you’re currently in AR and wanting to make the switch. Location: Downtown Los Angeles - 4x/wk onsite Qualifications: • Bachelor's degree, • 18+ months experience in an AR/Billing position, • Prior experience at a law firm

Job Title: Workday Financials Integrations Senior Developer Location: Culver City, CA (Onsite) Employment Type: Contract Bill Rate: Up to $80 p/h (1099 or W2) Duration: 6 Months Overview: We are seeking a highly skilled Workday Financials Integrations Senior Developer for our client in Culver City, CA. The ideal candidate will be Workday Certified and bring extensive experience in developing and integrating Workday solutions. This role plays a crucial part in enhancing our client’s Workday environment and requires a candidate who can design, develop, test, and deploy robust integrations efficiently. Key Responsibilities: • Integration Development: Design, develop, test, and deploy Workday integrations using EIB, Core Connector, SSK, XSLT 3.0, and Workday Studio., • Dashboard and Report Management: Develop and maintain Workday dashboards, applications, reports, and integrations, ensuring thorough testing and ongoing support., • Troubleshooting: Proactively troubleshoot and resolve issues within Workday integrations to ensure seamless operations., • Collaboration: Work closely with stakeholders to define business requirements and address pain points across finance, accounting, payroll, and legal., • Data Strategy Contribution: Contribute to and execute the data and analytics strategy for human resources, facilitating the effective integration of Workday with other technologies and vendor systems., • Knowledge Sharing: Participate in knowledge capture sessions and contribute to the building of delivery collateral., • Functional Expertise Contribution: Collaborate with the Workday product team to add new features and workflows based on industry best practices.Required Experience & Skills:, • Work Experience: Minimum of 7 years of experience working with Workday integrations, including APIs, EIBs, PECI, PICOF, Workday Studio, and Core Connector for Worker, as well as other areas such as Procure-to-Pay and Accounting., • Financials Expertise: At least 5 years of experience in Workday Financials implementation and integration., • Leadership Experience: Minimum of 3 years in a leadership role managing integration projects., • Functional Module Knowledge: A solid understanding of one or more functional modules in Workday is preferred., • Communication Skills: Excellent communication skills, both written and verbal, with the ability to present information effectively., • Organizational Skills: Strong organizational skills with the ability to prioritize projects in a fast-paced, deadline-driven environment.Dealbreakers (Non-Negotiable Requirements):, • Certification: Must possess certifications in Integration Core, CCTPP, and Studio., • Work Eligibility: Eligible to work in the United States.Desirable / Nice-to-Have Skills:, • Familiarity with additional Workday applications and data integration techniques.

Job Description: • Under direct supervision, performs a wide variety of credit and collection functions., • Following established guidelines, takes action to recover delinquent accounts., • Gathers, compiles, and maintains basic credit information., • Contacts customers regarding delinquent payments and prepares reports reflecting status of credit and collection activity., • Exercises considerable discretion in collection activities but must obtain internal approvals for refinancing and repossessions., • Reviews accounts for proper payments, identifies potential credit problems, minimizes debt exposure to company and establishes or changes credit terms based on performance., • Analyze and interpret numerical data and perform financial analysis., • Assist in reconciling accounts. Analyze and monitor credit status of accounts based on credit terms and days sales outstanding., • Review accounts for proper payments, identify potential credit problems, minimize debt exposure, establish or revise credit terms based on performance., • Manage new accounts with company credit guidelines., • Communicate with drivers on collection/drop decisions and credits on account (e.g., approve/deny charges on Cash On Delivery (COD) customers and monitor on cash customers. Keyboarding and Ten Key Qualifications: High School Diploma/GED or Equivalent Experience Accounting, collections accounting admin support or related area Accounting, collections accounting admin support or related area

Bacio di Latte, a premier Italian gelato brand known for authentic, fresh-made gelato and a luxurious customer experience, currently operates 250+ stores internationally, including 20+ across Southern & Northern California, with plans to grow to 35 by the end of 2026, expanding in multiple states across the U.S.. We pride ourselves not only on our product but on the passionate people who bring our brand to life every day. We are growing! This exciting growth has created an opportunity for an experienced Payroll Manager to join our dynamic team. We are seeking an experienced Payroll Manager to own the end-to-end payroll function for our multi-state QSR operation, and support our transition to UKG HRIS platform. As the Subject Matter Expert, you will ensure our system configuration mirrors the fast-paced reality of our industry - handling high-volume hourly staff, tip credits, and complex multi-unit labor sharing. Key Responsibilities: • Oversee payroll for all locations across various states ensuring adherence to overtime rules, meal period penalties, and local Predictive Scheduling laws, • Serve as the Payroll Subject Matter Expert for data integrity, ensuring all historical records, tax profiles, and employee demographics are mapped accurately from current systems into UKG, • Lead the migration of historical data from legacy systems, ensuring 100% accuracy in employee records, tax profiles, and year-to-date balances, • Collaborate with HR and Finance to map-out unique needs for tipping, meal-break penalties, and multi-state compliance, • Serve as the internal “Power User”, identifying and deploying UKG feature updates to improve the employee experience, • Ensure seamless data flow between UKG and our current system, • Design and execute the testing strategy, running parallels payrolls to ensure 100% accuracy before live date, • Post-launch: own the end-to-end internal payroll department Requirements: • 6+ years of Payroll Management experience, • Proven track record managing payroll for 500+ employees, primarily non-exempt/hourly, • Deep knowledge of tip credit laws, tip pooling/reporting, and deduction regulations, • Expert-level knowledge of multi-state wage and hour laws (specifically CA, NY, AZ, FL, TX), • Bachelor’s degree in Finance/Accounting or CPP designation, • Technology platforms implementation experience is a PLUS What We Offer: • Opportunity to contribute to the incredible growth of an iconic Italian gelato brand, • Competitive compensation package including full health benefits and PTO, • Be part of a growing company undergoing massive expansion, • Great company culture fostering a friendly, collaborative, and dynamic work environment, • Professional development and career growth opportunities Join Us! If you bring deep payroll expertise and a passion for accuracy, compliance, and supporting teams behind the scenes, we invite you to apply. Contribute to the growth of an iconic Italian gelato brand as we expand across the U.S. — one beautifully run payroll at a time.

About Lexiam Accounting Lexiam Accounting provides a full suite of accounting and financial management services designed to support growing businesses. Our offerings range from monthly bookkeeping to comprehensive business management, including invoicing, accounts receivable (AR), and accounts payable (AP). We also deliver Fractional CFO services, strategic consulting, and back-office document management. Our team understands the real-world complexities of running a growing business — the challenges, tradeoffs, and decisions business owners face every day. At Lexiam, we make financials clear, actionable, and fully integrated into our clients’ growth strategies. Learn more at: Position Overview Lexiam Accounting is seeking an experienced, engaged Staff Accountant to support a diverse portfolio of small business clients. This role offers the opportunity to work directly with local business owners, gain exposure to a variety of industries, and make a meaningful impact on clients’ financial success. The Staff Accountant will be responsible for maintaining accurate financial records, performing reconciliations, supporting month-end close processes, and assisting with audits and budgeting activities. This role partners closely with the Accounting Manager and responds to internal and external information requests as needed. This is an ideal role for someone who enjoys variety, continuous learning, and working in a collaborative, small-team environment with a high degree of independence and autonomy. Key Responsibilities • Maintain accurate financial records, reports, and general ledger accounts, • Prepare journal entries, account analyses, and reconciliations, • Assist with monthly close processes and reporting deadlines, • Perform monthly balance sheet reconciliations, • Support the development and review of annual operating budgets and performance projections, • Maintain accounts payable, purchasing, and treasury documentation, • Conduct internal audits and assist with external audit requests, • Respond to management and audit information requests; review financial statements, • Provide support to the Accounting Manager as needed Required Qualifications • Bachelor’s degree in Accounting, Finance, or equivalent professional experience, • 5+ years of progressive accounting experience, • Working knowledge of GAAP, • Experience with QuickBooks Online (QBO) required; experience with NetSuite, Xero, or similar systems is a plus, • Proficiency in Microsoft Excel, including pivot tables and data analysis, • Strong analytical, numeracy, and problem-solving skills, • Excellent written and verbal communication skills, • Highly organized, detail-oriented, and effective with time management, • Demonstrated commitment to high-quality work and treating client businesses with care and ownership What We’re Looking For • A curious, growth-minded professional who enjoys learning about different businesses, • A team player who is supportive, encouraging, and client-focused, • Someone who thrives in a personable, close-knit, and “homey” small-team environment Role Details • Employment Type: Full-Time, Exempt, • Compensation: $70,000+ annually, commensurate with experience, • Location: Redondo Beach, CA, • Work Arrangement: 100% in-office at our Redondo Beach headquarters, • Hours: 8:30 AM – 5:30 PM Benefits • Health and dental insurance, • 401(k) with company match, • Paid time off (PTO), including vacation, sick leave, and company holidays, • Support for continuing education

Position Summary: We are seeking a highly experienced and detail-oriented Controller to lead our finance and accounting operations. The Controller will be a key member of the senior management team, responsible for all aspects of financial management, including financial reporting, job cost analysis, budgeting, forecasting, and internal controls. The ideal candidate will have a strong background in the construction industry and a deep understanding of construction accounting principles. Key Responsibilities: • Oversee all financial operations, including accounts payable, accounts receivable, payroll, and general ledger., • Prepare and analyze timely and accurate financial statements, including balance sheets, income statements, and cash flow statements., • Manage the job cost accounting system, providing detailed analysis of project profitability and cost variances., • Develop and manage the annual budget and periodic financial forecasts., • Ensure compliance with all federal, state, and local tax regulations and reporting requirements., • Maintain and enhance internal controls to safeguard company assets and ensure the integrity of financial data., • Provide financial leadership and strategic guidance to the senior management team., • Manage banking relationships and assist with credit line and surety bonding requirements., • Coordinate and oversee external audits., • Lead, mentor, and develop the accounting team., • Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA designation is highly preferred., • Minimum of 8 years of progressive accounting experience within the construction industry., • Proven expertise in job cost accounting and construction-specific financial management., • Strong knowledge of GAAP and financial reporting standards., • Experience with construction accounting software (e.g., [mention specific software like Sage 300 CRE, Viewpoint, etc.])., • Excellent analytical, problem-solving, and decision-making skills., • Strong leadership and communication skills, with the ability to interact effectively with all levels of the organization., • High level of integrity and professional ethics.

Commercial Property Accountant - HYBRID SCHEDULE A well-established real estate investment and management firm is seeking a Commercial Property Accountant to join its growing accounting team. The organization specializes in retail shopping centers and manages a large, diverse portfolio. You’ll be joining a collaborative and tenured accounting team within a stable organization, offering strong onboarding, ongoing support, and a culture that values connection through regular team events and social activities. Key Responsibilities: • Manage accounting for a portfolio of 6–9 retail shopping centers, • Prepare full-cycle financial statements during month-end close, • Perform CAM reconciliations and related analysis, • Review and interpret lease agreements (no abstracting required), • Partner with property managers and ownership on budgeting, reporting, and issue resolution, • Handle ongoing financial analysis and ad hoc projects Required: • 3–5+ years of commercial property accounting experience, • Retail real estate experience REQUIRED, • Experience with CAM reconciliations, • Familiarity with MRI or Yardi, • Ability to manage multiple properties and deadlines Benefits: • Base + discretionary bonus, • Medical (HMO fully covered for employee), dental, vision, • 401(k) with match (after 6 months), • PTO + sick time + holidays, • Additional wellness and supplemental benefits, • Hybrid schedule (after onboarding): 4 days onsite, Fridays remote, • Standard hours: 9:00 AM – 6:00 PM w/ flexibility, • Growth Opportunity - Opportunity to grow into a Senior Property Accountant role over time We look forward to reviewing your application!

Job Title: Full Charge Bookkeeper – On-site Near El Monte Overview: We’re seeking an experienced Full Charge Bookkeeper to manage all accounting functions and keep our finances accurate and organized. You’ll handle everything from payroll to reporting, ensuring compliance and supporting business decisions. Responsibilities: • Manage accounts payable, accounts receivable, payroll, and bank reconciliations using Sage, NetSuite, or similar software., • Record journal entries and maintain general ledger accuracy., • Prepare financial statements, reports, and account reconciliations., • Assist with budgeting, tax preparation, and financial analysis., • Maintain thorough and accurate financial records. Qualifications: • Proven experience as a Full Charge Bookkeeper or similar role., • Strong knowledge of GAAP, double-entry bookkeeping, and accounting best practices., • Skilled with accounting software (Sage, NetSuite, etc.)., • Detail-oriented, organized, and able to handle multiple priorities. Why Join Us: Play a key role in managing finances for a growing team that values precision, transparency, and efficiency.

The Operations Accounts Receivable Lead will own the end-to-end receivables lifecycle for all bulk and wholesale matcha transactions, from national accounts to smaller customers. This role is responsible not only for invoicing and collections, but for actively managing cash risk, enforcing contract terms, aligning customer deposits with production and allocation schedules, and ensuring the company is never over-exposed on inventory or shipments. Open to applicants in all 50 states. This individual will design and operate an AR system that ties deposits, allocations, contracts, and shipment releases together, working closely with Sales, Operations, and Import/Export to ensure goods move on time without carrying unnecessary receivable or inventory liability. Responsibilities End-to-End Accounts Receivable Ownership End-to-End Accounts Receivable Ownership • Manage the full AR lifecycle: contract review → deposit requirements → invoicing → collections → reconciliation., • Oversee receivables across all customer segments, including national accounts, distributors, private-label customers, and smaller wholesale buyers., • Ensure all negotiated pricing, freight terms, surcharges, tariffs, and special conditions are accurately entered, tracked, and collected. Contract Enforcement & Risk Management • Audit all customer activity against executed sales contracts to ensure strict adherence to:, • Payment terms, • Deposit requirements, • Allocation schedules, • Shipment release conditions, • Actively push for larger upfront cash deposits and reduced net terms, in coordination with Sales and Finance, to minimize receivables and inventory exposure., • Identify and escalate contract deviations, late payments, or risk patterns early-before inventory is produced or released. Deposit & Allocation AR System Development • Design and maintain an AR framework that:, • Aligns customer advance deposits with production runs and allocation schedules, • Matches deposits against specific lots, SKUs, or contract volumes, • Reduces cash-inventory liability by ensuring inventory is backed by customer funds whenever possible, • Track deposit balances, applications, refunds, and roll-forwards with absolute clarity and auditability. Cross-Functional Coordination (Critical) • Partner closely with:, • Operations & Production – to align customer payments with milling, packing, and release timelines, • Import/Export & Logistics – to ensure payments clear before shipment while avoiding port or vessel delays, • Sales – to structure payment terms that protect cash while remaining commercially viable, • Ensure the rule is enforced: no payment = no release, without causing shipment bottlenecks or customer escalations; for NET term customers ensuring that their account is in good standing before additional goods release and enforcing and correcting any negative credit performance of any NET term customers. Collections Leadership & Execution • Lead and manage the AR/accounting team responsible for:, • Continuous follow-ups, • Structured, timely, and increasingly firm payment nudges, • Clear documentation of customer communications and commitments, • Establish escalation protocols for late or non-responsive customers, including payment holds and shipment freezes. Reporting & Visibility • Provide regular reporting on:, • AR aging by customer and deal, • Deposit coverage vs inventory exposure, • Contract-compliant vs at-risk accounts, • Cash-in vs goods-out timing gaps, • Surface actionable insights to leadership to support credit decisions, allocation planning, and customer prioritization. Qualifications & Experience • 5–10+ years in Accounts Receivable, Credit, or Accounting leadership, preferably in:, • CPG, • Food & beverage, • Import/export or inventory-heavy businesses, • Sales contracts with multiple variables in payment dues (freight, tariffs, goods, price increases, and so on), • Strong experience managing:, • Large wholesale and national accounts, • Contract-driven pricing and payment terms, • Advance deposits and prepayment structures, • Proven ability to enforce payment discipline while working cross-functionally with Sales and Ops., • Experience managing and motivating AR or accounting team members. Skills & Competencies • Exceptional attention to detail with contracts and financial terms, • Strong negotiation and assertive communication skills, • Systems thinker—able to design AR processes, not just execute them, • Comfortable pushing back internally and externally to protect cash, • Highly organized, deadline-driven, and persistent, • ERP/accounting system proficiency (Monday, QuickBooks, Hubspot), • Able to handle the pressure of being responsible ~8-9 figures of AR, annually, • Ability to work within imperfect systems (and to help perfect them), • Loves Matcha (a bonus) Success Metrics (What “Good” Looks Like) • Reduced AR aging and faster cash conversion cycles, • High percentage of inventory backed by customer deposits, • Zero shipment delays caused by payment surprises, • Fewer contract deviations and write-offs, • Clear, predictable cash flow aligned with allocation schedules For interested applicants, please send your resume to: (must cc: ) Email Subject: [Your Name] - Operations AR Lead

Accountant - Staff (Mid Level) The Staff Accountant / GL Accountant plays a key role in ensuring the accuracy and integrity of financial records. This position is responsible for timely and accurate reporting of transactions, balance sheet reconciliations, and compliance with accounting standards. The role also supports sales operations, contributes to process improvements, and collaborates crossfunctionally to drive operational efficiency. In this role, you will have the opportunity to: • Prepare and review journal entries, balance sheet reconciliations, and financial statements., • Manage financial reporting deliverables for leadership teams., • Support month end, quarter end, and year end close processes to ensure accurate and timely reporting. • Assist with SOX testing, internal and external audits, and maintain compliance with GAAP and company policies. • Process and reconcile intercompany charges and invoices., • Participate in physical inventory counts and related inventory accounting tasks., • Collaborate with cross functional teams, including Sales Operations, to support operational and financial alignment. • Identify and support process improvement initiatives to enhance efficiency and control. The essential requirements of the job include: • Bachelor’s degree in Accounting, Finance, or related field., • 2–5 years of relevant accounting experience with strong understanding of financial and operational systems. • Intermediate to advanced proficiency in Microsoft Excel and strong skills across other Microsoft applications. • Solid experience with General Ledger accounting and account reconciliations., • Experience with intercompany billing and reconciliations., • Physical inventory count experience., • Strong customer service orientation and professional communication skills., • Excellent time management abilities and strong organizational skills., • Ability to work independently with minimal supervision., • Capable of managing and prioritizing multiple tasks in a fast paced environment. It would be a plus if you also possess previous experience in: • Prior experience with ERP systems, particularly Microsoft Dynamics 365 or AXAPTA., • Experience in sales accounting or revenue related accounting processes.

About the job Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver’s seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You’ll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities. Check out our Day in the Life Video: Learn why our Southern California market is unique: THE OPPORTUNITY • Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they’ve worked so hard to achieve while growing their assets for the future., • Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships., • Develop rapport with clients and foster long-term relationships., • Be knowledgeable about Northwestern Mutual financial products and financial market trends., • Integrating into the #1 district office in the entire company for new advisor growth and development., • Leveraging the strength of our team to address individual client concerns and needs. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO • Nationally ranked training programs to launch your career, • Mentorship and professional development training throughout your entire career, • Development stipends and expense allowance, • Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins), • Leadership opportunities, • Leading industry products and solutions built on an integrated technology platform, • Full heath benefits, group disability, retirement plans and an equity stake, • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards, • A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results DESIRED SKILLS & EXPERIENCE • College-educated, Bachelor’s degree, • Candidate must be an accomplished communicator with strong and written skills, • Prior sales and/or business development experience preferred, • Self-starter mindset preferred We are actively seeking candidates with different backgrounds and work experiences, including but not limited to: • Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience), • Executive leadership, • Community Influencers and Natural People Connectors, • Financial Management, insurance and financial services, • Former athletes, • Military background **NOTE: We are only accepting applicants that reside in the Los Angeles Metropolitan Area

Job DescriptionSalary: $21-23/hour Edgemine, Inc. is hiring a full-time, in-house Invoice Clerk to oversee invoicing and order processing for both online and trade show channels across our apparel brands. As a Los Angeles-based wholesale company, we specialize in delivering trendy, easy-to-wear styles tailored for the junior market. Leveraging a global supply network, Edgemine brings high-fashion looks at accessible prices and were seeking driven individuals to grow alongside us. KEY RESPONSIBILITIES • Prepare and process invoices for both eCommerce and tradeshow orders., • Ensure shipping labels are created and payments are captured before order fulfillment., • Complete and verify bills of lading for all pickups and deliveries., • Monitor daily open shipments and follow up to ensure timely processing., • Work closely with the warehouse and relevant departments to make sure all shipments meet customer shipping windows., • Follow specific instructions from sales representatives on each order to ensure accurate processing., • Follow up on credit card declines to resolve payment issues promptly. QUALIFICATIONS • High school diploma, GED, or equivalent required., • Ability to remain calm and professional when trouble shooting customer issues., • Familiarity with apparel products and terminology is a plus., • Experience with FedEx, UPS, USPS, and other major shipping platforms., • Must be eligible to work in the U.S. BENEFITS & PERKS • Wellness: PPO health insurance (medical, dental, vision), covered 75% by company. Life Insurance covered 100% by company., • Financial Well-Being:401(k) plan with 100% company match up to 4%., • Convenience:Daily lunch meals provided., • Time Off:Paid vacation, holidays, and sick days., • Culture:holiday parties, sample sales, and team-building events. PROFESSIONAL GROWTH • Real world fashion apparel wholesale industry experience, • Opportunities for skill development and career advancement to grow with the company Why Join Us? At Edgemine, we believe in investing in our employees. Even if you dont meet every requirement, we encourage you to apply. We're looking for individuals who are authentic, accountable, and eager to learn and grow with us.

Job DescriptionBenefits: Key Responsibilities Accounts Payable (AP): • Receive and enter vendor invoices, • Code invoices to correct property, entity, and GL account, • Prepare AP batches for review and approval, • Track AP aging and outstanding balances, • Maintain AP backup documentation and audit trailAccounts Receivable (AR):, • Prepare and post rent invoices, CAM billings, and reimbursements, • Post tenant rent payments and apply to correct ledgers, • Maintain AR aging reports, • Flag delinquencies or discrepancies to Accounting ManagerBank & Recordkeeping Support:, • Assist with bank reconciliation schedules (no approvals), • Organize bank statements and transactional records, • Support audit, lender, and CPA documentation requestsQualifications, • 35 years of accounting or bookkeeping experience, • Hands-on AR and AP experience required, • Real estate or property management accounting experience preferred, • Experience with AppFolio or Yardi a plus, • Proficient in Microsoft Excel How to Apply (Important) Please reply to this post with your resume in PDF format: 1. Resume and cover letter and salary expectations, 2. A brief summary of your real estate accounting experience, including property types worked on and accounting software experience. • This is an in-office position. Remote work is not available.

Job DescriptionBenefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off We are a Property Management Company for Homeowners Associations- Strong customer service. Multi-tasking, fast-paced, good time management and organization skills. Need to meet deadlines and need to be very accurate and detailed. We are a very busy office so must be able to work in a busy environment. We want team-oriented people who have a lot of patience and flexibility. Again, must have strong 10 key by touch on a calculator. (by touch preferred, if not quick and accurate) Fast- paced accounting department. We will test prior to meeting with you. Growing office- looking for full-time employees who want stability. Our office hours are from 8:30-5:15 with lunch from 12-1. We also offer medical and dental, vision, and 401k benefits. Our office is located in Covina, 1275 Center Court Drive, Covina, CA 91724 Responsibilities and Duties Some job duties: • 10-key knowledge is critical (by touch is preferred, but not required, fast and accurate)., • Prep and process billing for communities., • Understand coding of invoices on a for work orders, prior payment, etc. Must attach all appropriate backup and proof checks before issuing., • Close books down on time each month and have them balanced. Then need to process monthly financials., • Research and do correspondence on account inquiries., • Handle NSF check transactions and correspondence., • Prepare all files for month end and file on a timely basis., • Sort mail and correspondence as assigned on time each day., • Process payroll for employees at associations., • Review and approve payments online., • Research checks with bank, fraud, etc., • Work with banks on Cd's, etc.More details for position but can discuss more when you come in.

• Job Identification 116981, • Job Category Finance, • Posting Date 04/08/2026, 12:00 AM, • Locations 630 E Lambert Rd., Brea, CA, 92821, US (On-site), • Job Schedule Full time As a Senior Financial Analyst you'll be part of our Global Functions & Enablers team Key Responsibilities:'' ' Partner with Controllership and FP&A to develop the Annual Budget and monthly/Quarterly forecast for OCOS with inputs from operations and Other Stakeholders. ' Partner with Supply Chain and Controllership teams to forecast Working Capital (Inventory and AP) and provide weekly updates to Latest estimates by element. ' Tracking and reporting of Financial/Operations metrics - Labor Efficiency, Productivity, Cost of Poor Quality (CoPQ), Safety and OTIF (On Time In Fill). ' Developing dashboards & reporting metrics ' Collaborate with Controllership to identify proper labor requirements tied to financial performance. ' Reporting and tracking of labor count & cost. ' Support periodic reporting of OCOS and Working Capital by gathering drivers for variances and preparing reports for month-end and weekly cadences. ' Working with Operations teams to develop a Capex Budget and prioritize projects and track adherence to the budget monthly. ' Partner with cross functional teams including Operations, Supply Chain and FP&A to support processes and drive cost and Working Capital optimization for the business. Support the business with completing special projects and addressing ad-hoc requests. . , Basic Qualifications: ' Bachelor's degree required, preferably in Accounting, Finance or Economics ' Minimum of 4 years' experience in Finance or Accounting preferably in Manufacturing ' Knowledge of ERP systems - JDE, HFM ' Professional written and verbal communications and interpersonal skills ' Strong analytical skills. • Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position., • This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such items. Benefits/Salary:

Job Title: Receptionist (Temp-to-Hire) Location: Beverly Hills, CA - Onsite M-F Pay: $24.00-26.00/hour Schedule: Staggered shifts — some days starting at 7:00 AM, others at 10:00 AM (8-hour days) Company: Confidential – Leading Private Equity Firm Start Date: Immediate Background Check: Required prior to start We’re excited to partner with a prestigious private equity firm in Beverly Hills to hire a polished, entry-level Receptionist for a temp-to-hire opportunity. This is a fantastic gateway into the corporate world—perfect for someone eager to gain hands-on experience, develop professional administrative skills, and grow within a highly respected organization known for promoting from within. Key Responsibilities: • Answer and route incoming calls to the appropriate team members, • Greet and assist clients, visitors, and staff in a warm and professional manner, • Coordinate meetings and events in collaboration with administrative staff, • Maintain a polished and organized front desk and lobby area, • Support mailroom functions and handle general office deliveries, • Escort guests and clients to meetings or designated areas as needed, • Provide general administrative support and assist with special projects, • Complimentary lunches provided daily Ideal Candidate Profile: • Professional and polished appearance, with a strong sense of professionalism, • Friendly, outgoing, and confident with excellent communication skills, • Comfortable interacting with executives, clients, and staff at all levels, • Strong organizational skills and attention to detail, • Eagerness to learn and grow in a corporate environment Apply Now! About Us: Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting ___. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: ___.

Job Title: Administrative Assistant – Private Equity Firm Job Summary: We are seeking a highly organized, proactive, and resourceful Administrative Assistant to provide comprehensive support for our 20-person private equity firm. As the sole administrative professional on site, you will play a critical role in ensuring the smooth operation of our office, assisting the leadership team and investment professionals with a wide spectrum of responsibilities. This role requires excellent multitasking abilities, meticulous attention to detail, superior communication skills, and a demonstrated track record supporting fast-paced, dynamic teams. The ideal candidate will thrive in a collaborative, high-performance culture and be comfortable managing confidential information, coordinating domestic and international travel, and handling complex expense reporting. This full-time, onsite position features outstanding benefits upon conversion. Key Responsibilities: • Serve as the primary point of contact for administrative support across the firm, including managing office operations, facilities coordination, and supply inventory., • Coordinate complex domestic and international travel arrangements, including flights, hotels, ground transportation, and preparation of travel itineraries for multiple team members., • Manage and process expense reports and travel reconciliations accurately and efficiently, ensuring compliance with firm policies and timelines., • Organize executive calendars, schedule meetings (onsite and virtual), and coordinate conference rooms and technology needs for high-level client presentations and internal sessions., • Prepare, edit, and proofread correspondence, presentations, reports, and other confidential documents, maintaining a high degree of professionalism., • Liaise with vendors, building management, IT support, and external service providers to ensure seamless day-to-day office functionality., • Greet and assist visitors, clients, and investors, fostering a welcoming office environment and upholding top-tier hospitality standards., • Assist with planning and executing team events, investor meetings, board meetings, and offsite functions, including catering arrangements and logistics., • Support onboarding of new hires and coordinate various HR-related administrative tasks such as scheduling interviews and managing employment documentation., • Proactively identify opportunities to improve office systems, processes, and efficiency in supporting the firm’s strategic objectives, taking initiative to implement solutions., • Maintain filing systems and oversee organization of digital and physical records, with a focus on confidentiality and accessibility., • Monitor office budget expenditures, invoice processing, and assist with light bookkeeping or expense tracking as needed. Qualifications: • Bachelor’s degree preferred; equivalent experience considered., • 3+ years of experience as an administrative assistant or office manager in a financial services, investment, or similar fast-paced environment strongly preferred., • Demonstrated ability to manage multiple priorities in a deadline-driven setting., • Advanced proficiency in Microsoft Office Suite and experience with travel/expense management systems (such as Concur or Expensify)., • Excellent written and verbal communication skills., • High degree of discretion with confidential information., • Strong problem-solving skills and proactive attitude., • Able to work fully on site; occasional after-hours support may be required. Benefits: • Competitive salary and bonus potential, • Comprehensive medical, dental, and vision insurance, • 401(k) with company match, • Generous paid time off and company holidays

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, Exempt, • Position can be on-site, hybrid, or remote, • Reports to the CEO Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Manage and transition an existing book of business of a minimum $20M in AUM, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, total compensation will vary based on individual performance. Compensation consists of a draw and incentive-based earnings, with no cap on total compensation potential. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Unlimited PTO, • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Job Description We’re looking for a high-energy, people-loving Front Desk Receptionist to be the welcoming face of our company. In our fast-paced entertainment environment, this role sets the tone for every client, artist, and guest who walks through our doors. If you naturally bring warmth, enthusiasm, and a positive presence into every room, we’d love to meet you. Duties and Responsibilities • Greet visitors warmly and professionally, ensuring they feel welcomed and attended to promptly, • Ensuring that facilities are in proper order, including daily office inspection/rounds, • Order, organize, and stock office and kitchen supplies as required, • Manage multi-line phone systems, directing calls efficiently and courteously using proper phone etiquette, • Manage calendars and schedule meetings, • Event preparation and cleanup, • Errands, as requested (this includes travel to the post office, grocery store, or lunch pickup) Skills and Qualifications • Able to create a welcoming, upbeat first impression, • Must be able to work in a team environment and anticipate needs, • Ability to communicate effectively with diverse individuals, and calmly handle situations ranging from routine to emergency, • Ability to maintain confidential information, • Valid CA Driver’s License and Auto Insurance coverage, • Ability to lift heavy materials up to 50 lbs

About LourdMurray LourdMurray is a boutique financial advisory practice headquartered in Los Angeles managing approximately $8 billion in assets for high-net-worth and ultra-high-net-worth clientele. We operate within a highly disciplined, high-performance culture and deliver boutique client experience rooted in discretion, trust, and long-term relationships. Our results have come from years of experience operating as independent-minded advisors and focusing on our client’s outcomes and experience. The Role We are seeking an accomplished Chief Operating Officer to work alongside the Founder and Managing Partners in driving the practice’s strategic, operational, and cultural direction. This is a senior leadership role with practice-wide influence and responsibility. The ideal candidate has broad RIA experience, deep operational acumen, and a demonstrated ability to build and lead teams that excel in new client acquisition, retention, and service quality. Key Responsibilities Strategic & Organizational Leadership · Partner with executive leadership on long-term strategy, business planning, and operational execution. · Build and refine scalable operating frameworks that support sustainable growth while preserving the practice’s boutique client experience. · Lead practice-wide initiatives to strengthen competitive positioning and operational excellence. Client Acquisition, Retention & Service Excellence · Develop and oversee a comprehensive, high-standards client service model with clear expectations, workflows, and accountability. · Drive continuous improvement in new client acquisition, ensuring a seamless and personalized experience. · Implement programs, metrics, and feedback that enhance client retention and deepen existing relationships. · Establish and monitor KPIs to ensure consistently high performance across the client experience lifecycle. Leadership, Talent Development & Culture · Lead, coach, and develop advisors, wealth managers, and operational teams to ensure consistent execution of the practice’s service and engagement standards. · Cultivate a high-performance culture characterized by accountability, excellence, and proactive client engagement. · Oversee training and development programs that elevate advisor capability and reinforce practice-wide client-centric behaviors. · Design and implement client service systems and retention protocols that meet the expectations of an ultra-high-net-worth clientele. Drive Operational Management · Direct the practice’s day-to-day operations, including workflow optimization, process redesign, technology implementation, and compliance coordination. · Manage vendor relationships and third-party platforms to ensure operational efficiency and scalability. · Identify operational risks and implement solutions that enhance reliability, performance, and client satisfaction. Financial & Business Management · Lead financial planning, forecasting, and business analytics, including oversight of practice-level P&L and cost structures. · Provide partners with insights and key metrics to support strategic decisions. What We’re Looking For · Direct RIA experience is required — you must understand how registered investment advisory practices operate, from compliance to client service to advisor operations. · Demonstrated success leading teams and organizations in client acquisition, retention, and service excellence. · Demonstrated ability to develop advisors and managers, with measurable improvements in performance and client outcomes. · Strong financial acumen, comfortable and experienced with practice-level business planning, cost structures and P&L management. · Outstanding communication skills with executive presence and credibility among senior partners and UHNW clients. · Familiarity with the Los Angeles market preferred. · High integrity, high accountability, and low ego. Compensation Competitive and commensurate with experience. Submit your resume and a summary of your RIA leadership experience to AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. • Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

POSITION SUMMARY: Primary Function of this role the supervision of branch staff to ensure the branch exceeds customer expectations in terms of speed, efficiency, courtesy and professionalism. This includes the review of all new account opening documentation to ensure compliance with the bank’s policies and procedures as well as government regulations. In addition the role will assist in the improvement of branch operations efficiency while developing, managing, and expanding customer relationships, selling the full range of consumer & commercial products to clients & providing service levels that exceed customer’s expectations. Finally coordinate with Branch Managers to respond to and manage all audit related issues and supervise the branch operation team activities to ensure compliance with the Bank’s policies and procedures and governing laws and regulations. ESSENTIAL FUNCTIONS: Branch Banking Operations (60%) • Manage and supervise the branch’s operations activities ensuring compliance with the bank’s policies and procedures and government regulations., • Ensure branch receives a satisfactory rating on internal audits., • Supervise branch daily activities and staff to ensure operating losses are minimized., • Attend required monthly/quarterly operations meeting with Retail Support Department and inform Branch Manager and branch employees of the up-to-date policies, procedures, and system applications., • Assist Branch Manager in allocating manpower and other resources, and to analyze activities of the branch to develop optimum efficiency and productivity in the operation processes and customer service., • Support Branch Manager to maintain operating, personnel, and other expense within budget., • Provide recommendations for improvement of branch operations., • Ensure that the branch premises are secure and branch assets are protected., • Ensure branch appearance is maintained in accordance with Bank standards., • Ensure all branch staff successfully complete all mandatory training assigned in a timely manner., • Coach the branch staff on operating procedures, customer service, technical and product knowledge Customer Service Management (40%) • Supervise branch staff to ensure the branch exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism., • Ensure that customer problems and complaints are managed professionally and effectively, responded to in a timely manner and maintained at a minimum level. OTHER RESPONSIBILITIES: • Perform related duties, as required, for the training and development purpose., • Perform all assigned duties under Bank’s compliance programs and related laws & regulations., • Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner. Education, Experience and Skills Required: • 5+ years of customer services experience in the branch banking industry or related environment, which including 3+ years of branch operations experience is preferable., • Thorough knowledge of Branch Banking-related information technology., • Thorough knowledge of banking regulations and procedures., • Knowledge of financial reports, branch banking operations, branch efficiency and productivity, audit procedures, and Bank’s laws and regulations in operation areas., • Basic PC skills and Microsoft Word and Excel competency., • Bachelor’s degree in business or related field is required., • Fluent in English and Chinese (mandarin preferred) is a major plus PHYSICAL DEMANDS: • Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less COMMUNICATION DEMANDS: • Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff. WORK ENVIRONMENT: The base pay range for this position is USD $70,000.00/Yr. - USD $85,000.00/Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location. CTBC Bank is an Equal Opportunity, Affirmative Action Employer. Minorities, women, and individuals with disabilities are encouraged to apply. We provide equal opportunity in all employment matters without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, disability, medical condition, age, genetic information, veteran status or any other characteristic protected by federal, state, or local law, for all qualified applicants and CTBC Bank employees.

**6-12 month contract (Monday-Thursday onsite in LA; Friday remote) **Must technical/governance experience within Brand Management **Ideally need Financial Services experience As a Brand Manager onBrand Management team, you will steward and operationalize our global brand system across digital, marketing, and business touchpoints. This role sits on the technical and governance side of brand management—focused on implementation, enablement, and consistency at scale. You will partner closely with marketing, web, design, compliance, and business teams to ensure our brand systems are applied correctly and efficiently, supporting brand-led growth and alignment with firm priorities. . Key Responsibilities • Own and steward brand system, including visual identity, verbal identity, messaging frameworks, and tone of voice—ensuring clear standards and correct application across channels., • Lead brand-related projects end to end, managing timelines, stakeholders, dependencies, and approvals across multiple teams and workstreams., • Apply brand governance across digital and web experiences, partnering with web, UX, and digital delivery teams to ensure brand compliance within design systems, templates, and content frameworks., • Operationalize brand governance, including the development, maintenance, and rollout of brand guidelines, templates, tools, and self-serve resources., • Support brand adoption and enablement, including training, FAQs, documentation, and advisory support for internal teams., • Monitor and track brand health and usage, identifying risks, gaps, or areas of inconsistency and recommending corrective actions., • Partner with marketing, creative, and communications teams to ensure brand consistency across campaigns, content, and experiences globally., • Manage agency and vendor partners to deliver high-quality brand assets, ensuring adherence to standards and efficient workflows. Qualifications • An experienced brand manager with 6+ years of experience, ideally within financial services or another complex, regulated, or enterprise-scale environment., • A strong project manager, able to manage multiple workstreams, prioritize effectively, and drive work forward in a matrixed organization., • Deeply experienced on the technical side of brand, including brand governance, systems, templates, and operational execution—not just campaigns., • Comfortable working closely with web and digital teams, with an understanding of web platforms, design systems, content templates, and scalable digital implementation.

Must have skills: COBOL CICS DB2 JCL Mainframe Production Support Batch Processing Automotive Finance / Financial Services Domain Key Responsibilities Looking for someone with auto finance experience. Any FIS/Systematics experience is a plus. What Will the Person Be Working On 1. Application Development and Production Support for multiple large projects, 2. Research and resolve production issues, troubleshooting of mainframe on-line and batch abends, 3. Evaluate the daily and monthly batch process to improve performance and shorten the critical path window, 4. Perform Impact Analysis across multiple platforms and applications, 5. Deliver complete documentation for estimates, design and development, 6. IBM mainframe COBOL, CICS, MQ, DB2, JCL, 7. On call support for production batch during off hours WANTS • Experience in Automotive Finance industry, • Business knowledge of financial services, understanding of financial services automotive lending, Customer Service, Payment Processing, Taxes, End of Term and Extension processes, Collections, Delinquency Tracking, Repossession, Charge Off, Recovery, Bankruptcy, and Accounting., • Familiarity with test practices and deliverables for unit test, • Interpersonal style that fits the *** culture

Role Overview This is a full-time on-site role for a Partner Relations & Onboarding Associate, located in Woodland Hills, CA. The Associate will be responsible for onboarding new partners, managing relationships with existing partners, and ensuring a seamless onboarding experience. Qualifications • Excellent communication, relationship-building, and client service skills, • Strong organizational, multitasking, and time-management abilities, • Proficiency in onboarding and training processes, with attention to detail, • Problem-solving skills and the ability to work collaboratively with cross-functional teams, • Experience in payment solutions or related industry is a plus, • Bachelor’s degree or equivalent experience in Business, Marketing, or a related field, • Proficiency in CRM software and other relevant tools is beneficial, • Must be fluent in Spanish, • Occasional travel may be required, • Experience in customer service, onboarding, or partner support roles preferred What You'll Do • Manage partner onboarding from kickoff through completion, • Serve as a primary point of contact for partner and customer inquiries, • Build and maintain strong relationships with partners, • Coordinate cross-functionally with internal teams to support partner needs, • Provide training and guidance to new partners, • Track onboarding progress and ensure timely completion, • Identify and resolve issues to improve partner and customer experience Benefits • 401(k), • 401(k) matching, • Health insurance, • Paid time off, • Dental, • Vision Why Join Hubwallet • Fast-growing company in a booming fintech space, • High-impact role with visibility to leadership, • Opportunity to build and scale operations, • Collaborative, entrepreneurial team environment Hourly Rate: $27 – $29 per hour (Non-Exempt)

Finturf is actively seeking a dynamic and experienced Product Manager to join our team. If you have a proven track record of successfully managing Fintech products for at least 2 years, from concept to launch, and are ready to take on the next challenge, we want to hear from you. As a Product Manager at Finturf, you'll play a pivotal role in driving product initiatives that align with our strategic objectives and meet the needs of our users. Note: KNOWLEDGE OF RUSSIAN LANGUAGE IS REQUIRED. This position is ON-SITE in Glendale, CA. What You'll Do: • Take charge of product initiatives, ensuring they are in line with our strategic goals and effectively address user requirements., • Collaborate closely with various departments to facilitate seamless development, launch, and ongoing improvement of our products., • Develop and communicate a compelling product vision and roadmap, keeping stakeholders informed and aligned., • Engage directly with customers and stakeholders to gather valuable feedback and insights for product enhancement., • Experience in software development, quality assurance, or solutions engineering., • Knowledge of performance marketing, particularly in lead generation or distribution within the fintech or home improvement sectors.

Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their Los Angeles, CA location. About the Role We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs). This role plays a critical part in articulating the firm’s investment philosophy, process, and value proposition across institutional and intermediary channels. The ideal candidate thrives in a fast-paced environment, enjoys cross-functional collaboration, and can translate complex investment concepts into clear, compelling messaging. Key Responsibilities • Draft and coordinate high-quality responses to RFPs and DDQs, ensuring accuracy and alignment with firm positioning, • Manage multiple concurrent projects and deadlines with strong attention to workflow efficiency, • Partner with investment, compliance, and distribution teams to gather, refine, and synthesize content, • Clearly communicate investment philosophy, strategy, and differentiators, • Maintain and enhance standard content language within RFP systems (e.g., Responsive), • Support process improvement initiatives, workflow automation, and content governance efforts Required • Bachelor’s degree required, • Minimum 2+ years of relevant experience (asset management RFP, client service, or related role preferred), • Strong writing, editing, and verbal communication skills, • Ability to distill complex investment concepts into concise messaging, • Proven ability to manage competing priorities in a deadline-driven environment, • Proficiency in Microsoft Office Suite, • Experience with RFP software (e.g., Responsive) strongly preferred, • Familiarity with institutional and intermediary distribution channels is a plus Professional Competencies • Highly organized, detail-oriented, and proactive, • Bachelor’s degree in Finance, Business, Economics, or related field preferred, • Strong critical thinking and synthesis skills (qualitative and quantitative information), • Ability to work independently and collaboratively across departments and seniority levels, • Comfortable facilitating discussions and driving content development in support of sales initiatives, • Strong interpersonal and time management skills, • Adaptable to evolving technology platforms and process improvements

Administrative Assistant (Onsite – Full Time) Our client is seeking a highly motivated Administrative Assistant to support a fast-paced, professional services team. This is an exciting opportunity for an early-career administrative professional who enjoys being a trusted partner, thrives in a collaborative environment, and takes pride in delivering high-touch service and operational support. Who You’ll Work With You’ll work closely with senior professionals and internal stakeholders, serving as a key point of contact and helping drive efficiency, organization, and exceptional client service. This role offers meaningful exposure to business operations and the chance to grow alongside experienced professionals. What You’ll Do • Provide day-to-day administrative support to multiple senior team members, • Manage calendars, schedule meetings, and coordinate logistics with attention to priorities and deadlines, • Prepare presentations, reports, and meeting materials, • Support on-site client meetings with a hospitality-focused mindset, • Serve as a primary contact for administrative requests and client inquiries, • Communicate proactively with team members to stay aligned on priorities and updates, • Coordinate travel arrangements and assist with expense reporting, • Support office operations including supplies, facilities needs, and general upkeep, • Assist with event coordination, including planning, outreach, and logistics, • Maintain databases, track information, and support internal initiatives, • Handle phones, correspondence, and general office administration, • 2–4 years of administrative or executive support experience in a professional or corporate environment, • Strong organizational and time-management skills with the ability to juggle multiple priorities, • Excellent written and verbal communication skills, • High attention to detail and a proactive, service-oriented mindset, • Ability to work independently while also being a strong team player, • Comfort working in a fast-paced, deadline-driven environment, • Onsite, Monday–Friday This is a great opportunity for a junior administrative professional looking to deepen their experience, build strong professional relationships, and grow within a stable, team-oriented environment.

Firm: Artisan Capital Job Title: Client Relations Associate Location: Encino, CA Job Type: Full-Time, In Office Hours: Monday-Friday; 8am-5pm Job Summary: This role supports our Financial Advisors by helping deliver a high-touch, personalized service to clients. The Client Relations Associate will serve as a critical support in building and maintaining client relationships. This role is central to how we engage with clients and will suit someone who is detail-oriented, proactive, resourceful, and dependable. The Client Relations Associate will own daily operations tasks, assist with client management and financial planning support. About Us: Artisan Capital is a boutique wealth management firm with roots dating back five decades and is focused on helping clients build and preserve multi-generational wealth. We combine thoughtful financial planning with personalized service to create long-term relationships built on trust. Key Responsibilities: • Act as a primary point of contact for client requests and inquiries, • Manage client onboarding, ensuring accurate and timely account setup, • Facilitate account maintenance (updates, transfers, etc.), • Execute money movement (deposits, rollovers, withdrawals) in compliance with firm and regulatory standards, • Prepare and process paperwork with a high level of accuracy, • Coordinate client meetings, prepare agendas and supporting materials, • Assist in creating client presentations and reports, • Maintain client records in CRM systems (Redtail), • Partner with advisors to ensure a seamless client journey, • Help plan and execute client events and appreciation initiatives, • Coordinate client gifts and milestone recognition to enhance relationships, • Other duties as assigned Compensation: $65,000 – $75,000 (DOE) + Benefits Qualifications: • Minimum 3 years client support, operations, or administrative experience in the financial services industry., • Familiarity with CRM (Redtail), eMoney, Docupace, or NetX360 (Pershing) preferred., • Professional demeanor with strong communication and interpersonal skills to effectively engage with clients and team members., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office tools., • Excellent organizational skills with keen attention to detail., • Ability to multitask and prioritize workload effectively. Why This Role: If you enjoy building relationships and managing details with precision, this role offers you the opportunity to contribute to a respected wealth management team where your work truly makes a positive impact. Position Details: • Full-time, Onsite role at our Encino office, • Benefits Eligible: Group health, vision, dental, 401K retirement plan with employer match, life and disability insurance, paid vacation, sick days, and holidays, • Employment background and fingerprinting checks required due to regulatory compliance, • Opportunities for professional growth and development, • A supportive and inclusive work environment where your contributions are valued