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

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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 Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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 Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, 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 $50-$60 USD 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 Bachelors level education or higher 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.

A company is looking for an Underpayment & Overpayment Collector - Healthcare (REMOTE).Key Responsibilities Manage account follow-up for underpaid and overpaid claims, escalating unresolved issues as needed Reconcile account balances and adjustments to ensure compliance with contractual terms Id

Application Deadline: 01/25/2026 Address: 176 Main St. Job Family Group: Retail Banking Sales & Service Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking., • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO., • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice., • Meets customer transaction-based needs with seamless execution., • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs., • Contributes to meeting branch business results and the customer experience., • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities)., • Acts as a key member of a collaborative and versatile branch and market team., • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice., • Organizes work information to ensure accuracy and completeness., • Takes the initiative to find creative approaches that make each customer’s experience feel personal., • Looks for ways to contribute to the ongoing improvement of the overall customer experience., • Contributes to business results and the overall experience delivered., • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts., • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest., • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry., • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations., • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering., • Complies with legal and regulatory requirements for the jurisdiction., • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements., • Completes complex & diverse tasks within given rules/limits., • Analyzes issues and determines next steps; escalates as required., • Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience., • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction., • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications., • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience., • Basic knowledge of specialized sales and business banking solutions to refer to specialists., • Passionate commitment to helping customers., • Drive to deliver a personal customer experience., • A focus on results and the ability to thrive in a consultative sales and team-based environment., • Resourceful self-starter with courage and confidence to approach customers., • Readiness to collaborate and work in different capacities as part of a team., • Strong interpersonal skills, including the ability to build rapport and connections with customers., • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges., • Basic specialized knowledge., • Verbal & written communication skills - Good., • Organization skills - Good., • Collaboration & team skills - Good., • Analytical and problem solving skills - Good. Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Key Responsibilities Lead and manage individual, corporate, and partnership tax preparation, including complex and multi-state returns Provide advanced tax planning, research, and strategic consulting to optimize clients' tax positions Review tax returns prepared by junior staff and provide tech

A company is looking for a Billing Specialist I to provide customer service and manage billing processes for clients. Key Responsibilities Obtain and maintain accurate patient, billing, and insurance information Review and reconcile billing reports to ensure accuracy and compliance Coordinate co

A company is looking for a Director of Finance. Key Responsibilities Responsible for Monthly and Quarterly Forecasts, and Annual Budget Create and maintain forecast model for Product P&L Work closely with Innovation Product Team leaders to support revenue and profitability growth Required Q

Key Responsibilities Prepare and review federal, state, and local tax forms and schedules for US business entities Conduct R&D credit studies, respond to IRS and state audits, and handle tax notices Propose and implement tax strategies while managing multiple client engagements Required Qualifi

A company is looking for an Equipment Finance Credit Underwriter.

A company is looking for a Finance Manager, Compute - Workload Health. Key Responsibilities Serve as a trusted advisor to engineering leadership, providing financial insights and guidance Oversee financial management of new and existing compute products, driving business decisions and product opt

Key Responsibilities Analyze and summarize data to support executive decision-making and lead the recommendation process Develop partnerships with various teams to drive financial metrics and improve processes Create and maintain financial models to provide real-time forecasts of key financial m

Key Responsibilities Audit medical records for accurate coding of diagnoses, procedures, and services Ensure compliance with federal, state, and payer-specific coding regulations and guidelines Identify discrepancies and coding errors, providing feedback and collaboration for corrections Requir

A company is looking for a Specialist, Integrated Billing.Key Responsibilities Manage daily billing processes and ensure timely, accurate claims Handle accounts receivable, track payments, and resolve billing discrepancies Assist in the preparation and submission of insurance claims while ensuri

Key Responsibilities Prepare the company's quarterly income tax provision and cash tax projections Gather data for tax calculations, including state apportionment and book-to-tax reconciliations Assist with tax audits, compliance, and related projects as needed Required Qualifications Bachelo

A company is looking for a Country Finance Manager (Nigeria).

A company is looking for a Patient Financial Services Specialist (Hospital Billing) to handle billing and collections for hospital accounts.Key Responsibilities: Utilize the Epic Hospital Billing System to manage accounts and ensure timely billing and collections Contact insurance carriers to res

About the Company MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles. MGT Insurance is building a leading, tech-enabled specialty Commercial P&C insurance company, by pairing industry experts with best-in-class technology. We are looking for experienced leaders who are comfortable operating independently and in an entrepreneurial environment. About the Role MGT Insurance is looking for an entrepreneurial E&S Underwriter to help shape the next chapter of our company. This is not a plug-and-play underwriting role - it’s an opportunity to be part of a small, highly empowered team building a modern E&S platform in one of the fastest-growing segments of the insurance market. As an Underwriter at MGT, you’ll have real ownership. You’ll manage a portfolio, assess and price risk, recognize exposures, structure thoughtful coverage solutions, and partner closely with our broker partners to grow profitable, sustainable business. Your decisions matter, and you’ll be accountable for outcomes. We’re looking for someone who enjoys problem-solving, thrives in a fast-moving environment, and has a strong bias for action. The work is challenging - and intentionally so - but also deeply rewarding. If you’re excited by the idea of building, believe the industry can be better, and have felt frustrated by the slow pace of change, we’d love to talk. Responsibilities • Manage a portfolio, • Assess and price risk, • Recognize exposures, • Structure thoughtful coverage solutions, • Partner closely with our broker partners to grow profitable, sustainable business Qualifications • Experience: 3+ years underwriting E&S (excess & surplus) commercial insurance. Candidates with 3+ years brokering E&S commercial insurance will be considered, if technical risk analysis skills are strong. Required Skills • Embrace the idea of adapting to new technology and systems, early adopter mentality., • Proven ability to partner with other key roles - including product management and technology., • Builder’s mentality - has a strong bias for action, and embraces the idea that no two days are similar when building and scaling an AI-driven insurer. Preferred Skills • Experience working at an early stage insurtech company, • Past entrepreneurial experiences, whether insurance related or not Pay range and compensation package Estimated Salary: $60,000 - $120,000 per year Equal Opportunity Statement We’re committed to growing and empowering a more inclusive community within our company and industry. We strive to attract and elevate a diverse team of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Please note: MGT does not accept unsolicited resumes from staffing vendors, including recruitment agencies and/or search firms. Please do not forward resumes to our jobs alias, MGT employees, or any other company location. Any submittals without a prior signed agreement will become property of MGT. Disclaimer This job description is intended to outline the general nature and level of work performed by employees in this role. It is not an exhaustive list of all responsibilities, duties, or qualifications required. MGT Insurance reserves the right to modify, interpret, or apply this job description in any way the company deems appropriate.

Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank’s policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization’s in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower’s debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank’s LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures. Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.

Key Responsibilities Analyze, research, and process various types of financial aid while ensuring compliance with regulations and internal policies Identify and resolve issues that prevent the timely disbursement of funds, collaborating with other departments as necessary Provide support and mai

Reporting to the VPDoR Director of Finance, the Financial Analyst 3 will lead and manage the budget process, conduct complex financial analysis, build and improve complex financial models, develop and enhance insightful financial reports and provide expert financial support for VPDoR units and/or in

The Stanford School of Medicine's Department of Neurosurgery is seeking an experienced staffer for a Financial Operations and Budget Analyst (Financial Analyst 2) role. Financial Operations and Budget Analyst. In this pivotal role, you will engage in financial functions requiring expertise in financ

Finance and Operations Manager. We are seeking an Finance and Operations Manager to provide management and coordination of the Center’s financial, administrative, and operational functions. Analyze unit needs and make recommendations to leadership for changes in staffing, facilities, health and sa

Such activities include, but are not limited to: budgeting and forecasting, conducting financial analysis and reporting projects; reviewing and approving financial transactions and contracts; reconciling accounts; applying, assessing and improving internal controls; processing fund transfers; adjust

Financial Analyst and Research Administrator. We are hiring one 80% FTE, benefits-eligible, fixed term Financial Analyst and Research Administrator for one (1) year. The Center seeks an experienced candidate for the position of Financial Analyst and Research Administrator.

FMS is primarily responsible for financial policy oversight, quality assurance and financial services at Stanford University and its affiliated entities. Financial Management Services (FMS), a department within Business Affairs, is responsible for creating an ecosystem which promotes innovative and

Bank TellerAt CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County.We are seeking candidates who share our value and commitment in helping bring financial wellness to the community of Santa Clara County.In addition to a competitive base salary,

Up to $23 per hour / Laptop & home office setup provided - As a Billing Specialist at Lexitas, you will: Create accurate client invoices from billing sheets; Transmit invoices electronically or by mail; Respond promptly to customer inquiries on invoices and pricing; Perform daily AP processing; Main

Competitive pay / Medical, dental & vision / Retirement plan / PTO - As a Billing Specialist at CIEE, you will: Generate program bills for participants and institutional customers; Produce and maintain billing reports; Work collaboratively with other departments on billing transactions; Maintain bil

Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world’s most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our San Francisco, CA office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions • Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars, • Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately., • Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed, • Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs, • Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications., • Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures, • Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF, • Completes personal requests as needed (personal travel, errands, etc.), • Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach, • Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Deal Administration • Provide executive deal administrative support as needed to transaction professionals and deal team, • Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed, • Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management • Lead the planning and execution process for internal & external events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) that require both short-term & long-term planning and strong project management skills, • Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation, • Proactively submit Gift & Entertainment approvals according to policy, • Act as onsite coordinator day-of to ensure seamless event delivery, • Some travel may be required Education and Qualifications • Bachelor’s Degree, preferred, • 5+ years of experience in a corporate environment working with senior-level executives Experience, Skills and Competencies Required • Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail, • Strong interpersonal skills and the ability to build relationships across the broader team and the firm, • Expert level written and verbal communication skills, • Demonstrated proactive approaches to problem-solving with strong decision-making capability, • Emotional maturity, • Highly resourceful team-player, with the ability to also be extremely effective independently, • Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response, • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment, • Forward looking thinker, who actively seeks opportunities and proposes solutions, • Experience coordinating complex calendars & managing expenses for multiple team members, • Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom., • Apple device required for remote connectivity, • Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.

Executive Assistant to Co-Founder Location: Palo Alto (Hybrid) Our client, a rapidly expanding finance firm, is seeking a polished, dynamic, and highly proactive Executive Assistant to support a Senior Executive. This is a unique opportunity to partner closely with a senior leader at a lean, entrepreneurial firm known for its sharp execution, collaborative culture, and high standards. About the Role This is a high-impact position supporting a busy Senior Execuitve. The role blends classic executive support with operational and cultural contributions to the broader office. You’ll serve as a strategic partner managing priorities, anticipating needs, and ensuring smooth day-to-day operations. The ideal candidate is organized, composed, relationship-oriented, and thrives in a fast-paced environment where adaptability is essential. Key Responsibilities • Provide comprehensive executive support including calendar management, scheduling, and coordination across time zones, • Arrange complex domestic and international travel and handle last-minute adjustments, • Manage expense reporting and related documentation, • Support light personal tasks such as appointments, home vendor coordination, and occasional personal travel, • Serve as back-up Office Manager, ensuring smooth functioning of the Palo Alto office when needed, • Assist with office-wide initiatives, internal events, and meeting logistics, • Contribute to Board-related support, including material preparation and coordination, • Act as a liaison between the executive and internal/external partners, ensuring timely and professional communication What You Bring • 5+ years of EA experience in the Finance industry, • Bachelor’s degree preferred, • Strong interpersonal skills with the ability to build trust quickly, • Outgoing, professional presence with excellent judgment and discretion, • Highly adaptable, resourceful, and solutions-oriented, • Comfortable with on-site requirements and occasional after-hours responsiveness Compensation & Benefits • Base salary: $130,000–$140,000, • Strong annual discretionary bonus potential, • Full benefits If you're a polished, relationship-driven EA who enjoys being indispensable to both an executive and a growing team, this role offers the chance to make a meaningful impact in a high-performance environment. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here: ___.

Water Consulting Senior Associate Position Summary WestWater Research seeks a Water Consulting Senior Associate to support and lead water resource initiatives in California. This role focuses on water supply planning, transaction advisory, and valuation projects, with a strong emphasis on the economic, legal, and regulatory aspects of western water markets. Who We Are WestWater Research is an economic consulting firm that specializes in water resource valuation, water market analysis, water resource economics, and financial and investment services. With a national practice, WestWater assists clients that are buying and selling water rights and other water assets through comprehensive financial and economic analysis of water markets on a regional and local level. Since its inception in 2001, WestWater Research has received national recognition for advising on complex water market and trading issues across every Western State. Our team has over fifty years of focused experience in the water right sector. Learn more on our ___. What You Do Water Supply Planning and Acquisition • Conduct and lead water supply studies to evaluate and recommend acquisition strategies., • Manage projects analyzing water rights trading in California., • Track market dynamics, trading trends, and regulatory processes, producing detailed reports., • Deliver valuations, financial analyses, and economic reports on water assets., • Advise a diverse client base, including municipalities, utilities, developers, and investors, on water rights issues., • Manage consulting projects, ensuring timely and actionable deliverables. What You Have • Bachelor’s degree (Master’s preferred) in Economics, Finance, Agricultural, Natural Resources, Business Administration, Engineering or a related field., • Experience with water rights or resource management (5+ years preferred) in the Western U.S., • Experience in project management and budget management in a consulting position or in a similar role., • Familiarity with regulatory frameworks and financial analysis., • Expertise in economic, statistical, or financial modeling., • Consulting experience and proven ability to manage teams and projects., • Proven success in delivering client-facing consulting projects, including managing client relationships and ensuring deliverables meet high standards of quality., • Demonstrated ability to develop strategic recommendations based on quantitative and qualitative analysis., • Familiarity with economic impacts of regulatory and environmental policies, especially in the context of resource allocation and sustainability., • Ability to distill complex data into actionable insights for diverse audiences. Compensation • Salary Range: $120,000–$160,000 based on experience., • Comprehensive benefits, including health insurance, 401(k), annual bonus opportunities, and profit sharing. Growth Opportunities • This role offers substantial professional growth, including leadership development and advancement within a rapidly expanding firm. Location • This position reports to the California Regional Director. The role will be required to work 100% on-site at WestWater's San Francisco office. How to Apply • Include a Cover Letter highlighting your interest in water markets and the role along with your uploaded Resume file.

The Company: A data services company based in the heart of San Francisco, are looking for a Senior Data Engineer. They are a team of passionate engineers and data experts that are working on a variety of different project, primarily in the financial services sector, helping organizations build scalable, modern data platforms. This is a hands-on, full-time role with close collaboration alongside the CTO and senior engineers, offering strong influence over technical direction and delivery. The Role: This is an on-site position in the downtown San Francisco where you will be working as part of a close-knit team, collaborating on projects in their brand new office. You will be working across end-to-end data projects, including: • Building and maintaining data pipelines and ETL processes., • Sourcing and integrating third-party APIs and datasets., • Batch and near-real-time processing (cloud agnostic)., • Downstream analytics and reporting using tools like Sigma Computing and Omnium Analytics., • Collaborating with the CTO and engineering team to deliver client solutions. Key Skills: • 5+ years’ data engineering experience, • Strong Python, BigQuery, and cloud (GCP or similar), • Solid ETL and pipeline background, • Beam, Dataflow, Spark, or Hadoop, • Tableau or Looker, • ML/AI exposure, • Kafka or Pub/Sub Given the varied nature of the work, a broad range of technology experience is valued. You don’t need to have experience with every tool listed below to be considered, so we encourage you to apply. This role is 5 days a week on-site in downtown San Francisco. Looking to pay between $170,000-$220,000 with a bonus between 15-20%. Benefits • Health, Dental & Vision covered, • Unlimited PTO, • 401(k) with employer contribution, • Commuter benefits.

Accounts Receivable / Remote] - Anywhere in U.

Up to $21 per hour - As an Accounts Payable Clerk at ACAMS, you will: Manage and process all incoming invoices in a timely and accurate manner; Communicate with vendors to resolve any discrepancies or issues with invoices; Reconcile accounts payable transactions and maintain accurate records; Prepar

Competitive pay / Benefits - As an Accounts Receivable Specialist at Ensemble Health Partners, you will: Examine denied and other non-paid claims to determine the reason for discrepancies; Communicate directly with payers to follow up on outstanding claims, file technical and clinical appeals, resol

Medical, dental & vision / 401k match / PTO - As a Billing Coordinator at AVI-SPL, you will: Collaborate with project accountants to receive and manage financial workflow tasks; Identify, validate, and submit accurate billing requests in accordance with contract terms; Collect and verify all necessa

Billing / Remote] - Anywhere in U.K per year / Benefits - As a Credit and Collections Specialist at ScribeAmerica, you will: Identify accounts with overdue payments; Keep records of the amount owed and the length of the delinquency; Locate debtors and contact them via phone or mail to address their

Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, tr

Accounting Assistant / Remote] - Anywhere in U.

Accounting & Finance Support / Remote] - Anywhere in U.

Job Description Our client, a specialized advisory firm offering comprehensive financial, tax, and reporting services to high-net-worth clients, is looking for a Tax Senior Associate. This person will work closely with entrepreneurial individuals and families to navigate complex wealth and financial structures. Responsibilities • Deliver comprehensive tax preparation and advisory services for a range of clients, including individuals, fiduciaries, partnerships, and nonprofit organizations., • Mentor and support junior team members and seasonal staff in their professional development., • Recognize and propose effective tax planning and advisory strategies., • Escalate complex or unusual tax matters to senior leadership when appropriate., • Manage advanced accounting and tax-related assignments requiring sound technical judgment., • Stay informed of current tax legislation, compliance requirements, and industry best practices. Qualifications & Key Attributes • Bachelor's degree in Accounting required; a Master's in Taxation is highly advantageous., • Minimum of three years' experience in tax compliance involving individuals, trusts, partnerships, and nonprofit entities., • Skilled in the use of leading tax preparation and research tools, along with advanced Microsoft Excel proficiency., • Strong analytical thinking and creative problem-solving abilities., • Excellent organizational habits with keen attention to accuracy and deadlines., • Clear and professional written and verbal communication skills., • Motivated, collaborative, and eager to grow within a dynamic firm environment.

Accounting Assistant / Remote] - Anywhere in U.

Collections / Billing / Remote] - Anywhere in U.Competitive pay - As an Accounts Receivable Specialist at Ovation Healthcare, you will: Manage and reconcile customer accounts to ensure timely and accurate payments; Provide exceptional customer service by responding to inquiries and resolving billing

BA/BS in Accounting or Finance, CPA is a plus.

Provide training and support to finance team members on NetSuite functionalities. Bachelor’s/Master’s degree in Accounting, Finance, or related field.

FLSA Status: Non-Exempt .Manage accounting processes involved in Accounts payable, accounts receivable, inventory, job costing, and Purchase/Sales orders.Processes are defined and must comply with company’s integrated operating software.Prepare, examine, or analyze accounting