Accounting & Finance jobs in Illinois - Page 7

Job Description Who we are: Formic is on a mission to reshape American manufacturing by making automation accessible to every factory. As labor constraints rise, costs increase, and global competition intensifies, automation is no longer optional for manufacturers that want to stay competitive. We deliver automation through a Robotics-as-a-Service model that combines industrial robotics, proprietary software, and full-service support into a single, integrated solution. By removing the traditional barriers of cost, complexity, and risk, we enable manufacturers to deploy automation quickly and realize measurable gains in throughput, safety, and operational efficiency without large upfront capital investment. Backed by leading investors including Lux Capital, Initialized Capital, Blackhorn Ventures, and Mitsubishi HC Capital North America, Formic is scaling rapidly and building the foundation for a new era of high-performance, Made in America production. About the Team Formic's Finance team underpins the infrastructure of our Robotics-as-a-Service model. It is responsible for financial operations, treasury, capital strategy, credit, compliance, accounting, and customer financial servicing. As Formic scales nationwide, Finance plays a central role in ensuring disciplined capital deployment, strong portfolio performance, and long-term financial durability. About the Role As Staff Accountant - Technical Accounting, you will play a key role in building and scaling Formic's accounting function. This role combines hands-on execution and ownership of core accounting areas, while diving into complex, technical topics and helping shape how the function evolves. This role is designed for someone coming out of public accounting who is ready to step into a more dynamic environment: one where you can apply your technical foundation, operate with autonomy, and make a tangible impact on systems, processes, and outcomes. You will work hands-on across audit, technical accounting, and complex transactions, while also helping modernize the finance function through automation and AI-enabled tools. This role offers strong potential to expand your scope and grow alongside the business as Formic scales. In this role you will: Audit & Controls: • Prepare audit schedules and reconciliations, including gathering supporting documentation, • Partner directly with auditors to respond to requests and ensure efficient audit execution, • Strengthen internal controls and elevate documentation standards across the accounting function, • Research, document, and support the execution of technical accounting areas (e.g., revenue recognition, lease accounting, R&D tax credit), • Contribute to accounting and reporting for complex transactions and new initiatives (e.g., securitization-related reporting), • Maintenance expense tracking and review, including policy review and improvements, • Ensure accurate and consistent application of accounting policies across evolving business activities, • Partner cross-functionally to support accurate, timely financial reporting, • Identify and drive opportunities to automate reconciliations, reporting, and workflows, • Support implementation and adoption of AI-enabled accounting tools and financial systems, • Improve processes to reduce manual work, increase accuracy, and enhance scalability, • Bring forward AI-enabled and process efficiency ideas and actively contribute to building a more modern, tech-enabled finance functionWhat Makes You a Great Fit:, • Bachelor's degree in Accounting or Finance, • 2–5+ years of accounting experience (public accounting preferred), • Strong understanding of US GAAP, • Proven success supporting audits or financial reporting, • Experience with automation, systems, or AI applications within finance, • Proficiency in Excel and strong analytical skills, • Experience with ERP systems (e.g., NetSuite, SAP, Oracle), • Exposure to revenue recognition (ASC 606), lease accounting (ASC 842), credit losses (ASC 326), • Accelerated career growth in a rapidly scaling, high-impact environment, • Broad exposure across audit, technical accounting, and complex transactions, • The opportunity to build and improve systems and processes, not just maintain them, • Hands-on involvement in AI and automation within finance, • Equity in Formic: Participate in our stock option program and share in the success of a fast-growing start-up backed by leading global investors, • Competitive & Uncapped Commission Structure: Designed to reward performance and impact in commission-eligible roles, • Comprehensive Healthcare Coverage: Medical, dental, and vision insurance through Blue Cross Blue Shield and Unum, with 99% of employee premiums covered and 75% coverage for dependents, with optional buy-up plans available, • Additional Insurance Benefits: FSA and DCFSA, life insurance, short-term disability, and long-term disability through Unum, all 100% employer-paid, • Employee Assistance Program (EAP): Fully funded by Formic, offering support when you need it most, • Paid Parental Leave Program: Up to 12 weeks of paid parental leave, • Company-sponsored 401(k): Invest in your future with our company-facilitated retirement savings plan, • Home Office Stipend: A one-time allowance for fully remote and hybrid employees to support an at-home or on-the-road work setup, • Monthly Cell Phone Reimbursement: Monthly stipend toward personal phone and internet expenses Final offers are customized based on experience, geographic location, market considerations, and a candidate's preferred balance of cash and equity. Our goal is to attract and reward top talent who will have significant impact, and we are open to thoughtful discussions to align on the right structure. Compensation Range:$70,000—$95,000 USD What we look for: We're building this company from the ground up, and every person we hire has an outsized impact on our culture, performance, and trajectory. While each team member brings unique strengths and perspectives, we look for people who align with our Operating Principles and embody them in action. If this sounds like you, Formic may be the right place for you! • Fearless Optimism: You make bold bets and default optimistic. You believe in the mission, aren't paralyzed by risk, and fear inaction more than failure. You see ambiguity as opportunity and bring energy to building what doesn't yet exist., • Create the Magic: You absorb complexity so customers don't have to. Whether your customer is external or internal, you focus on delivering experiences that are clear, fast, value-added, and outcome-driven. You don't say "not my job." You make things work., • Today, Not Tomorrow: You have a bias to action. You close the loop. You take extreme ownership. You understand that speed compounds, and you don't confuse activity with results., • Seek Truth: You think from first principles. You value data over ego and strong opinions loosely held. You're willing to challenge assumptions, including your own, in pursuit of the best answer., • Made of Rubber: You are resolute and adaptable. When things break or priorities shift, you rebound stronger. You treat setbacks as learning moments and move forward with grit. Formic is an equal opportunity employer. We do not discriminate on the basis of race, color, religion or religious creed, sexual orientation, gender, gender identity, marital status, family or parental status, disability, military or veteran status, or any other basis protected by law. All employment decisions are based on a person's merit, business needs, and role requirements. If you require further accommodations or have questions regarding accessibility of our roles, please reach out to . AI Use: At Formic, fairness and transparency are at the heart of our hiring process. We use AI-powered tools in some interviews to help our teams evaluate candidate responses, but all final hiring decisions are made by humans. You can learn more about how AI is used in our recruitment process by reviewing our AI Hiring Disclosure linked here.

Job DescriptionBenefits: • 401(k), • Competitive salary, • Dental insurance, • Employee discounts, • Flexible schedule, • Health insurance, • Paid time off, • Training & development

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Our thriving office is located: 936 Broadway St Suite E, Quincy, IL 62301 Meet Our Leaders: Casey Hlubek Managing Director • How long with NM? 18 years, • Prior to? Assistant General Manager at a restaurant., • Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking.Chris Piette Growth Development Director, • Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout.Nick Hun Growth Development Director, • How long with NM? 4 years, • Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation., • Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family.Sara Skaff Financial Representative, • How long with NM? 1 year, • Prior to? Top 10 intern who converted to full-time after graduation., • Passionate about? Loves running, cooking, and anything outdoors.About Us: At Hlubek District Northwestern Mutual, our mission is simple: To help people discover and achieve whats possible. Guided by our core values of Courage, Passion, and Growth, we create a culture built on strong relationships, both in and out of the office. Our team enjoys close connections, often vacationing together, holding monthly office outings, and supporting each other beyond work. Were also deeply committed to giving back to our community, especially through local schools, where we host class talks and support causes like Alexs Lemonade Stand. Joining Hlubek District offers more than just a career, its an opportunity to grow personally and professionally while making a positive impact. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is highly preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Casey Hlubek is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off RESPONSIBILITIES: • Consult customers on financial planning, investment options, and life/health insurance coverage., • Identify customer needs and present tailored insurance solutions., • Proactively generate and follow up on leads to drive new business., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • Active state Life & Health license., • FINRA Series 6/63/65 or 7 license required., • Previous experience in financial services and/or insurance, • Strong communication and analytical skills, • Professional, trustworthy, and customer-focused demeanor

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance Company has an exciting opportunity for an Underwriting Technician to join our Healthcare team in our Chicago or New York office(s). The Underwriting Technician (UT) will work within and support the underwriting team and will perform tasks to directly support the underwriting process including pre-quote, pre-bind, bind and post bind transactions. The UT will also perform additional underwriting support activities associated with information gathering and rating for new business, renewals and midterm policy changes. Additionally, the UT will assist with electronic file preparation on behalf of the Underwriter. This role is four days in the office weekly. Duties & Responsibilities: • Support underwriters with all activities related to account development, • Build electronic files and ensure file integrity, • Coordinate policy issuance and liaise with Operations team, • Triage broker submissions and ensure all required underwriting data is accurate, • Draft quotes and binders and review with underwriters, • Correspond with brokers; follow up on outstanding information, • Act as a liaison between Underwriter and Operations Teams Qualifications, Skills and Experience: • 1-5 years relevant experience. Commercial insurance experience a plus, • Understanding of policy construction, regulatory requirements, rating and policy issuance, • Strong analytical and problem-solving skills, • Proven attention to detail, • Must be proactive and able to work within a team environment, • Ability to support and enhance workflow and process, • Strong communication skills; both verbal and written, • Strong willingness to learn, • BA/BS degree or equivalent experience, • Strong competency in MS Office applications BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits., • Disability Insurance (both short-term and long-term)., • Life Insurance (for you and your family)., • Accidental Death & Dismemberment Insurance (for you and your family)., • Flexible Spending Accounts., • Health Reimbursement Account., • Employee Assistance Program., • Retirement Savings 401(k) Plan with Company Match., • Generous holiday and Paid Time Off., • Tuition Reimbursement., • Paid Parental Leave. The base salary range for this position is from $60K - $80K along with annual bonus eligibility; a candidate’s salary is determined by their relevant skills, experience and location. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionCompany Description About Covista Covista is America's largest healthcare educator, serving more than 97,000 students and supported by a community of 385,000 alumni across five accredited institutions. Through personalized, tech-enabled education powered by 10,000 faculty and colleagues, Covista expands access to healthcare careers and addresses the U.S. healthcare workforce shortage at scale. Covista is the parent company of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University. Our colleagues come from a wide range of backgrounds, business, academia, healthcare, government and nonprofits, and are part of a culture where doing exceptional work and making a meaningful difference for students and society aren't separate goals—they're one and the same. This means creating an environment where colleagues can develop new skills, build careers that match their ambitions and see the tangible impact of their work on healthcare education and workforce development. Colleagues who deliver results and embrace new tools to work smarter are valued for their contributions. But what makes working at Covista distinctive is our impact. Our faculty and colleagues don't just support healthcare education—they shape it. This isn't abstract purpose work. It's solving real problems for real people in real communities while advancing careers. We operate on a hybrid schedule with four in-office days per week (Monday–Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment. For more information, visit covista.com and follow us on LinkedIn, Instagram and YouTube. Job Description Opportunity at a Glance The Senior Auditor plays a critical role in executing the organization’s internal audit plan. This is a hands-on position responsible for planning and performing audits across financial, operational, and compliance areas with minimal oversight. The primary focus of this role is on financial reporting internal controls (SOX), including design and operating effectiveness testing. Key responsibilities include developing audit scopes, engaging with control owners and management, testing and analyzing data, evaluating documentation, and preparing detailed workpapers while managing timelines. The role interprets audit results, identifies risks, and recommends corrective actions and process improvements to strengthen compliance and financial controls. This role leads engagements from start to finish and may occasionally review work performed by other auditors to ensure quality and consistency. While execution is a core focus, the role offers significant exposure to leadership across functions and opportunities to influence process improvements. Responsibilities • Maintain up-to-date knowledge of Covista and the external environment., • Independently plan and perform audits with a high level of detail and accuracy, focusing on SOX and financial reporting controls., • Develop audit scopes, test and analyze data, evaluate documentation, and prepare detailed workpapers while managing timelines., • Engage directly with auditees and control owners to understand business processes, document them, perform testing, and communicate results., • Identify and document audit observations clearly, including root cause analysis and impact., • Occasionally review work performed by staff auditors on specific projects to ensure quality and consistency., • Proactively communicate within Internal Audit regarding organizational changes, audit results, regulations, and upcoming projects., • Interact effectively with personnel at all levels, exercising discretion on confidential matters and working independently., • Leverage data analytics and AI tools to improve audit quality, expand coverage, and increase efficiency., • Develop and maintain strong, trust-based relationships with auditees., • Support departmental projects and initiatives., • Understand and comply with Institute of Internal Auditors (IIA) standards., • Perform related duties and complete other assignments as needed.Qualifications, • Professional certification (CPA, CIA, CISA, etc.)., • 5+ years of relevant experience in internal auditing; public accounting experience preferred., • Strong understanding of PCAOB & IIA Standards, 2013 COSO framework, and US GAAP., • Excellent oral and written communication skills, with the ability to present results and manage conflict professionally., • Strong analytical skills, process orientation, and ability to work independently., • Proven ability to prioritize tasks, manage multiple assignments, and adapt in a dynamic environment., • High proficiency in organizational and project management skills. #CVSA Additional Information In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $61720.78 and $108334.92. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits. Covista offers a robust suite of benefits including: • Health, dental, vision, life and disability insurance, • 401k Retirement Program + 6% employer match, • Participation in Covista's Flexible Time Off (FTO) Policy, • 12 Paid Holidays For more information related to our benefits please visit: You are also eligible to participate in an annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Equal Opportunity – Minority / Female / Disability / V / Gender Identity / Sexual Orientation

Job DescriptionCompany Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. Job Description Salary Range US$ 92,000 - 115,000 p.a. Purpose of the Job We are seeking a detail-oriented and experienced Senior Accountant to join our growing Fund Accounting team at Ocorian. This role is ideal for a professional with strong technical accounting skills and hands-on experience supporting private investment funds in a fast-paced, client-facing environment. The Senior Accountant will play a key role in delivering high-quality fund accounting services and partnering closely with internal teams and external stakeholders. This position offers meaningful exposure to a variety of alternative investment structures, including private equity, venture capital funds, and provides an opportunity to grow within a collaborative and performance-driven team at Ocorian. Main Responsibilities • Prepare and review monthly, quarterly, and annual fund financial statements in accordance with GAAP, • Maintain general ledgers, record journal entries, and perform account reconciliations, • Calculate and review management fees, carried interest, capital allocations, and waterfalls, • Support capital calls, distributions, and investor allocations, • Assist with NAV calculations and financial reporting packages, • Interpret and apply fund governing documents (LPAs, PPMs, subscription agreements), • Serve as a primary point of contact for auditors and tax service providers, • Support audit and tax deliverables by preparing schedules and responding to inquiries, • Identify process improvements and support operational efficiencies within fund accounting, • Collaborate effectively with internal teams to ensure timely and accurate deliverables #LI-JM1 #LI-Hybrid Qualifications Knowledge, skills and experience Required Qualifications • Bachelor’s degree in Accounting, Finance, or a related field, • Minimum of 3+ years of fund accounting experience, preferably within private equity or alternative investments, • Strong understanding of fund accounting concepts, including allocations, management fees, and waterfalls, • Advanced proficiency in Excel (pivot tables, VLOOKUP/XLOOKUP; macros a plus), • High level of accuracy and attention to detail, • Strong analytical and problem-solving skills, • Excellent written and verbal communication skills, • Ability to manage multiple priorities and meet deadlines in a fast-paced environment, • CPA or progress toward CPA certification, • Experience working in a fund administrator, advisory, or financial services environment, • Familiarity with financial systems and reporting tools (e.g., Dynamo and QuickBooks Online), • Technical and functional accounting expertise, • Results orientation and accountability, • Strong written and verbal communication, • Learning agility and continuous improvement mindset, • Collaborative and team-oriented approach, • Entrepreneurial and proactive problem-solving skills Additional Information All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are: • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges., • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be., • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective., • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes. Please let us know if there’s anything we can do to make the process easier for you. You can reach us at . We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. information will be kept confidential according to EEO guidelines.

Job Description Job Overview Topel Forman is seeking a tech savvy Staff Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Staff Accountant, you will work closely with our audit and tax teams, and perform monthly, quarterly, or year-end accounting-related tasks as well as gather client information necessary for participating in tax planning and recognizing and communicating potential risks. If you are looking to be part of expanding practice and help build a team, processes, and procedures then this is the opportunity for you. It's an opportunity to take your accounting skillsets to the next level, while we continue to grow our new division. Responsibilities • Record financial transactions, balancing and reconciling a variety of accounts, • Maintain and review general ledger accounts and consolidations, • Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals, • Foster and maintain strong relationships with each client and client's outside advisors, and address any questions or issues that arise, • Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies, • Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology, • Timely and accurate processing of month-end and year-end closing and reporting, • Bachelor's degree in accounting or finance, • Minimum of 1 to 3 years of relevant professional experience, • Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family, • Comprehends common financial statements and understands complex broker/private equity statements, • Proficient MS Office with advanced Microsoft Excel skills, • Proven history of providing premier service to clients with a can-do attitude, • Strong analytical and problem-solving skills with a commitment to the highest level of quality and output, • Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances, • Ability to quickly learn new skills and tools, • CPA, • Prior public accounting experience preferred, • QuickBooks experience, • Client service accounting Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at . Benefits • Competitive salary with the range of $75,000 to $85,000, with annual merit increases, • Annual discretionary bonus eligibility, • 35-hour workweek during non-busy season Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off RESPONSIBILITIES: • Consult customers with financial planning and investment options., • Assist customers with portfolio management and asset allocation., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • 3+ years of experience in financial services preferred., • Analytical and communication skills., • FINRA Series 7 and 63 licenses preferred., • Life & health insurance license (must be able to obtain).

Job DescriptionTitle: Environmental Compliance Auditor (ISO 14001) Location: Evanston, IL 60201 Hire Type: Direct Hire Pay Rate: $45–$60/hour Benefits: Insurance (Medical, Dental, Vision), Paid Holidays, PTO, and additional contractor benefits Sterling Engineering is partnering with a global electrical manufacturing company that develops technology supporting a safer and more reliable power grid. They are seeking a Senior Environmental Auditor to lead ISO 14001 audits, support environmental compliance, and drive continuous improvement across multiple U.S. manufacturing facilities. Key Responsibilities • Lead ISO 14001 environmental audits across multiple U.S. sites, • Identify compliance gaps and improvement opportunities in accordance with ISO 19011, • Present audit findings and track corrective actions to completion, • Maintain and update Environmental Management System (EMS) documentation, • Support facilities with environmental regulatory compliance (federal, state, local), • Analyze audit trends and support continuous improvement initiatives, • Assist with external audits, certification renewals, and environmental risk assessmentsQualifications, • Bachelor’s degree in Environmental Engineering, Environmental Science, Chemistry, or related field, • Knowledge of OSHA standards preferredQualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, or disability

Job Description Objectives of the role To provide dedicated financial oversight and support for the NA Target Operating Model program, with a specific focus on: • Tracking resource transitions (headcount and related costs and savings), • Liaising with local HR and Project teams to validate related people costs, • Ensuring correct accounting treatment (e.g., restructured, and non-restructured), • Quantifying and tracking associated Investments and Net Run Impact (New On-Going Costs + Gross Savings) Actuals against the approved business cases, • Forecasting all aspects of the Project spend (Investments, New Run Costs, Gross Savings) with comparisons against approved business cases, • Submit quarterly Comparability Adjustments, as required, • Providing clear, timely reporting to Lead FP&A and project leadership A. Program Tracking and Benefits Realisation -Work with HR, business leaders, and the program office to: • Comparison to approved business cases, • Align savings tracking with original business case and latest forecast, • Provide monthly and quarterly summaries of: Actual vs. planned net savings (by project and initiative), Explanations for deviations (delayed hires/exits, scope changes, rate changes, etc.), • Flag risks and opportunities B. FP&A Process Support – Analysis, Reporting and Forecast Prepare regular analysis for: -FP&A -Project Steering Committee / Program Management Office (PMO) Integrate program impacts into: -Monthly close and management reporting -Forecasts, budget, and long-range planning Ensure all program-related assumptions are documented, transparent, and aligned with wider FP&A deliverables. Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

Bachelor’s degree in Accounting. Experience with accounting software (e. Opportunity to be a part of accounting team being built from the ground up.

At Sonova, we envision a world where everyone can enjoy the delight of hearing. This vision inspires us and fuels our commitment to developing innovative solutions that improve hearing health and human connection - from personal audio devices and wireless communication systems to hearing aids and cochlear implants. We're dedicated to providing outstanding customer experiences through our global audiological care services, ensuring that everyone has the opportunity to engage fully with the world around them. Guided by a culture of continuous improvement that fosters resilience and self-motivation, our team is united by a shared commitment to excellence and a deep sense of pride in our work, each of us playing a vital role in creating meaningful change, Here you'll find a diverse range of opportunities that span both consumer and medical solutions and the freedom to shape your career while making an impact on the lives of others. Join us in our mission to create a more connected world, where every voice is heard and every story matters. Aurora (IL), United States Aurora, IL Collections Specialist Team Lead The Collection Specialist Team Lead is responsible for managing a high-profile customer portfolio while leading and supporting the Accounts Receivable team. This role focuses on driving collections performance, resolving complex billing issues, and improving processes to ensure timely and accurate payment resolution. The position partners closely with internal teams and serves as a key escalation point for complex customer accounts while coaching and developing AR specialists. Responsibilities: • Manage a high-profile portfolio of complex and high-revenue customer accounts, ensuring timely collection and resolution of outstanding balances, • Negotiate payment arrangements and develop creative solutions for past-due accounts, • Serve as a subject matter expert and escalation point for complex collections and billing issues, • Lead and support the AR Specialist team, including coaching, training, and onboarding new team members, • Oversee daily operations including managing the phone queue and ensuring high-quality customer interactions, • Partner cross-functionally to resolve billing discrepancies and improve processes related to collections and account management, • Proactively audit customer accounts and make approval or hold decisions based on risk and payment behavior More about you: • High school diploma required; Bachelor's degree preferred, • 5+ years of experience in accounts receivable, billing, credit, or collections, • Prior leadership or team lead experience required, • Experience with SAP and collections systems such as Get Paid preferred, • Strong analytical and problem-solving skills with the ability to manage complex accounts, • Excellent communication skills with the ability to interact with customers and internal stakeholders at all levels, • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment A minimum of 200Mb/sec download and 10Mb/sec upload speed internet connectivity is required to support any remote/hybrid employee functionality at Sonova Don't meet all the criteria? If you're willing to go allin and learn we'd love to hear from you! We are looking forward to receiving your application via our online job application platform. For this position only direct applications will be considered. Sonova does not recruit via app, telegram, carrier pigeon or any other format that does not include speaking with an actual human. If you are offered a job without speaking with someone please contact Sonova Human Resources What we offer: • Medical, dental and vision coverage*, • Health Savings, Health Reimbursement, Flexible Spending/Dependent Care Accounts, • TeleHealth options, • 401k plan with company match*, • Company paid life/ad&d insurance, • Additional supplemental life/ad&d coverage available, • Company paid Short/Long-Term Disability coverage (STD/LTD), • STD LTD Buy-ups available, • Accident/Hospital Indemnity coverage, • Legal/ID Theft Assistance, • PTO (or sick and vacation time), floating Diversity Day, & paid holidays*, • Paid parental bonding leave, • Employee Assistance Program (24/7 mental health support hotline, 5 company paid counseling sessions and more), • Robust Internal Career Growth opportunities, • Tuition reimbursement, • Hearing aid discount for employees and family This role's pay range is between: $61,000 - 77,000 . This role is also commission eligible/bonus eligible. How we work: At Sonova, we prioritize the well-being of our employees and foster an inclusive environment that promotes engagement and collaboration. Our team-customized hybrid work model empowers teams to balance individual needs with business goals, offering flexibility and individualized time management. We recognize the importance of life outside of work and strive to create a supportive and motivating workplace where innovation thrives. We team up. We grow talent. We collaborate with people of diverse backgrounds to win with the best team in the market place. We guarantee every person equal treatment in regard to employment and opportunity for employment, regardless of a candidate's ethnic or national origin, religion, sexual orientation or marital status, gender, genetic identity, age, disability or any other legally protected status. 162932

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

Remote Sales Opportunity with Unlimited Potential — Sales Customer Representative at Joseph and Young Joseph and Young is currently looking for motivated individuals to join our growing remote team. As a Sales Customer Representative, you’ll have the opportunity to work from home, connect with qualified prospects, and earn based on your performance. This role is ideal for individuals who want flexibility, independence, and the ability to grow their income without traditional limitations. What You’ll Do Your main focus will be working with warm leads and helping them explore solutions that fit their needs. Your responsibilities will include: • Reaching out to interested prospects, • Conducting virtual presentations, • Explaining product benefits clearly, • Building and maintaining client relationships, • Following up to close opportunities, • Tracking your sales activity, • You’ll be offering financial products such as life insurance, annuities, and Indexed Universal Life (IUL) policies. What We Provide • Remote work environment (Work from Home), • Flexible schedule, • Access to qualified leads, • Training and mentorship, • Incentive programs and recognition, • Optional exchange benefits to life and health insurance access What We’re Looking For • Self-motivated individuals, • Strong communicators, • Goal-oriented mindset, • Positive and professional attitude, • Willingness to learn and grow Earning Potential This is a commission-based independent opportunity, meaning your income is directly tied to your performance. There is no cap on earnings. Limited to candidates located in the United States. Get Started Today If you’re ready to take control of your schedule and income, apply now and start your journey with Joseph and Young. We don't consider International candidates as of this time.

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

Associate Director, Account Management Chicago | Hybrid | Full-Time A global payments technology platform is looking to hire an experienced Associate Director of Account Management to lead and grow a portfolio of high-value, strategic enterprise clients. This is a senior, commercially focused role where you will act as a trusted advisor to key partners, driving revenue growth, expanding account penetration, and strengthening long-term relationships across a complex, international client base. The Role • Own and grow a small portfolio of strategic enterprise accounts, • Identify and execute on revenue expansion opportunities (cross-sell / upsell), • Build deep relationships with senior stakeholders and decision-makers, • Develop and deliver strategic account plans aligned to client objectives, • Lead contract negotiations, renewals, and commercial discussions, • Monitor account performance, market trends, and growth opportunities, • Partner cross-functionally to deliver tailored solutions and ensure client success, • Act as a senior presence within the commercial team, sharing best practices and mentoring others What You Bring • 10+ years’ experience in account management, partnerships, or sales, • Strong background within payments, fintech, or adjacent industries, • Proven success managing and growing enterprise-level accounts, • Demonstrated ability to meet and exceed revenue targets, • Experience leading complex commercial negotiations, • Strong analytical mindset with the ability to translate insights into strategy, • Excellent communication skills and stakeholder management experience, • Comfortable operating in a fast-paced, international environment Nice to Have • Experience in SaaS, API-based products, or technology platforms, • Track record of influencing internal and external senior stakeholders, • A proactive, solutions-oriented mindset with a focus on continuous improvement What’s on Offer Competitive base salary plus bonus, hybrid working in Chicago, and a comprehensive benefits package including healthcare, retirement savings, learning and development support, wellbeing resources, and enhanced family leave.

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

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

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

Content Production Analyst Location: Onsite in Chicago, IL (must reside within commutable distance) Comp: $42/hour Position Type: Contract (12 months) Overview We’re partnering with a leading global financial services firm to hire a Content Production Analyst, a high-impact role at the center of content operations and technology, supporting the management, accuracy, and efficiency of content within the Content Management System (CMS). This position offers the opportunity to take ownership, optimize systems, and collaborate across business and technology teams. The analyst will support publishing operations within a global marketing and sales enablement platform, driving efficient workflows, enhancing user experience, and enabling continuous process improvement. Key Responsibilities • Build, publish, and maintain marketing content in the Content Management System, • Manage the end-to-end content lifecycle, including intake, publishing, updates, and expiration, • Ensure accuracy and compliance by reviewing content against governance standards, • Support and train content creators and end users; troubleshoot platform issues to improve user experience, • Identify opportunities for process optimization and automation while operating within established frameworks, • Collaborate with business, technology, and vendor teams to gather requirements and implement solutions, • Maintain clear documentation for workflows, governance, and procedures, • Communicate updates, enhancements, and requirements effectively to stakeholders Qualifications: • Bachelor's Degree in a related field (marketing), • 3-5 years of experience in Financial Services, preferably within Asset Management, • 3+ years of experience working with Seismic or similar compliance-driven content management platform (HubSpot CMS, Kentico, Box, etc), • Background in content production, marketing operations, or related functions, • Demonstrated ability to drive process improvements with measurable results, • Familiarity with structured data formats (e.g., XML, CSV), • Strong analytical and problem-solving capabilities, • Excellent communication and stakeholder management skills, • High attention to detail with strong documentation practices, • Self-starter with a strong sense of ownership and accountability PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

1031 Exchange Relationship Manager Our client is looking for a Relationship Manager who enjoys owning their workload, building client relationships, and seeing files through from start to finish. This role is ideal for someone organized, proactive, and comfortable balancing independence with the structured, detail-driven nature of 1031 exchanges. A prior knowledge of 1031s or title insurance is not required. What You’ll Do • Manage 1031 exchange files from opening through completion, • Serve as the primary point of contact for clients and partners, • Build and maintain relationships to drive repeat business, • Communicate regularly via phone and email, • Navigate timelines, documentation, and compliance requirements What We’re Looking For • Highly organized with strong attention to detail, • Comfortable working independently and managing your own pipeline, • Enjoys client interaction and relationship-building, • Able to handle both structured processes and changing priorities, • Ability to know when to ask questions and when you need assistance, • Proficiency in Microsoft Office and Salesforce is a plus, • Basic math skills (no advanced accounting required) Compensation & Benefits • Base salary: $60,000 – $90,000, • Shared bonus pool (not commission), • Medical, dental, and vision insurance, • 401(k), • Flexible spending accounts Schedule • In-office Monday–Thursday, • Work from home Fridays

Job Title: B2B SaaS Sales Executive Location: Remote or Hybrid Department: Sales Reports To: CEO About the Company At NeucleusX, our mission is to empower loan originators and asset managers by providing comprehensive, turn-key solutions throughout the asset lifecycle. We strive to modernize lending platforms through innovative technology, flexible capital solutions, and dedicated operational support, enabling our clients to achieve sustainable growth and efficiency. About the Role We are seeking a driven, high-performing B2B SaaS Sales Executive to accelerate new customer acquisition and revenue growth. In this role, you will own the full sales cycle—from outbound prospecting and consultative discovery to solution presentations, negotiation, and closing. You will help shape how our platform is adopted by fast-growing businesses and play a pivotal role in expanding our market footprint. This is a high-impact, quota-carrying role suited for someone who thrives in fast-paced environments, understands complex workflows, and is passionate about helping customers modernize their operations through software. Key Responsibilities Full-Cycle Sales Ownership • Identify, prospect, and develop new B2B customers through outbound outreach, networking, and targeted campaigns., • Run consultative discovery calls to deeply understand customer pain points, workflows, and success criteria., • Deliver compelling product demos personalized to each prospect’s use case and industry., • Build strong business cases, manage evaluations, and guide prospects through technical and commercial discussions., • Negotiate contract terms and pricing; manage pipeline and forecast accurately in CRM. Collaboration & Strategy • Work closely with Marketing, Product, and Customer Success to align messaging, share insights, and ensure a seamless customer journey., • Provide market and customer feedback to influence product roadmap and positioning., • Represent the company at industry events, conferences, and virtual sessions as needed. Performance • Consistently meet or exceed monthly, quarterly, and annual sales targets., • Maintain high levels of activity, pipeline hygiene, and deal velocity., • Build repeatable processes and best practices to scale the sales organization. Qualifications Required • 2–5+ years of B2B SaaS sales experience, preferably in a closing (AE) role., • Demonstrated track record of meeting or exceeding quota in a consultative sales environment., • Strong understanding of SaaS sales cycles, unit economics, business cases, and value selling frameworks., • Exceptional communication, storytelling, and relationship-building skills., • Experience selling to mid-market or enterprise-level decision makers across multiple stakeholders., • Proficiency with CRM systems (HubSpot, Salesforce, etc.) and modern sales tools. Preferred • Experience selling workflow automation, fintech, construction tech, vertical SaaS, or AI-powered platforms., • Understanding of integration/API conversations with technical teams., • Prior startup or high-growth environment experience. Success Indicators • Quickly builds a high-quality pipeline and moves deals efficiently., • High win rates and short sales cycles through strong discovery and consultative selling., • Positive feedback from prospects and customers regarding professionalism and product knowledge., • Cross-functional collaboration that accelerates product-market fit and customer adoption. Compensation & Benefits • Competitive base salary + uncapped commission, • Health, dental, vision benefits, • Company-sponsored tools and technology, • Flexible PTO and collaborative work environment Why Join Us You’ll be on the front lines of growth, helping customers transform their businesses through modern, intelligent software. If you’re motivated by impact, autonomy, and an opportunity to grow your career in SaaS sales, we’d love to meet you.

PMA USA (Performance Matters Associates, INC.), is a national company that provides insurance benefits solutions and markets voluntary insurance products. We exclusively represent Washington National Insurance Company, who has been around for more than 100 years and is committed to helping people prepare for the unexpected at every stage of life with its portfolio of supplemental health and life insurance products. As an Insurance Agent, you will: • Identify prospective customers and develop insurance proposals, • Meet with clients to discuss their insurance needs and goals, • Deliver insurance presentations and close sales, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Maintain up-to-date knowledge of insurance laws and regulations What makes a great Insurance Agent? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Strong relationship building, communication, customer service, and time-management skills, • Self-motivation to connect with company provided sales leads and network with new clients, • A competitive and entrepreneurial spirit to achieve success both for yourself and others, • Passionate about making positive impacts in your community What we offer: • New Agent Bonus: Earn $400 a week during your first 6 weeks (up to $2,400), • Highly competitive commission structure, bonus programs, and passive income opportunities designed to grow with you, • Sales lead management tool that makes it easy to identify existing clients and qualified prospects, • Industry-leading training that is designed to equip you with the knowledge to be successful and grow your career, • Mentorship program with our team of experienced Field Leaders, • Our 4 day work week allows you to spend more time with your family PMA USA, a subsidiary of CNO Financial, has a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:

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

Commercial Relationship Manager (Client-Focused | Portfolio Development) About the Role This role is centered on one thing: relationships. The bank is looking for a commercial lender who knows how to build trust, stay close to clients, and think proactively about their evolving needs. This is not a pure “new business” hunting role — it’s about deepening existing relationships, identifying opportunities, and being a long-term partner to clients. You’ll work closely with leadership, including direct interaction with the CEO, to help shape strategy around key relationships and ensure the bank continues to grow alongside its clients. What You’ll Do • Serve as the primary point of contact for a portfolio of commercial clients, • Proactively engage clients to understand their businesses, goals, and future plans, • Identify opportunities to expand relationships, • Collaborate with credit and operations to deliver thoughtful, well-structured solutions, • Maintain consistent, meaningful communication — not just when there’s a deal, • Partner with leadership to develop strategy around key accounts and long-term growth, • Deliver a high level of service, responsiveness, and follow-through What They’re Looking For • Experience in commercial banking or relationship management, • Strong relationship instincts — someone people naturally trust and want to work with, • Ability to have real business conversations, not just transactional check-ins, • A thoughtful, long-term mindset around client relationships, • Highly organized and proactive in managing a portfolio Sales ability is a plus — but not the priority. This is about someone who can grow relationships organically over time, not chase volume for the sake of it. What Sets This Role Apart This is not a “bring in a billion dollars” type of role. The CEO is looking for someone who can: • Be a consistent, trusted presence with clients, • Represent the bank in the market with professionalism and authenticity, • Understand where clients are going — and help the bank grow with them You won’t be measured solely on production. You’ll be valued for the strength and longevity of the relationships you build. A Quick Reality Check If your style is purely transactional — call when there’s a deal, disappear when there’s not — this won’t be the right fit. If you take pride in being the person clients rely on, call first, and stay with long-term — you’ll do very well here. Location & Fit This role is ideal for someone based in — or looking to be based in — the western suburbs of Chicago. It’s a strong fit for: • Someone already embedded in the local market, or, • Someone currently in the city who is ready for a shift — professionally and personally — into a more community-focused role The Bank A community-focused institution with a strong commercial lending presence, known for being nimble, relationship-driven, and highly collaborative. Leadership is engaged, accessible, and genuinely invested in both clients and employees. If you'd like to chat more about the role, please reach out to Kelli Jamison at or call at 773-572-2993

Company Overview Our client is a family-owned luxury jewelry brand with a legacy of craftsmanship and tradition rooted in timeless diamond design. They specialize in find diamond jewelry, including earrings, rings, bracelets, and bridal pieces, showcasing exceptional craftmanship. Known for their meticulous quality, ethically sourced natural diamonds, and heirloom-worthy pieces, our client partners with select retailers nationwide to deliver sophisticated jewelry that celebrates life’s meaningful moments across generations. Position Overview Our client is seeking a driven and relationship-focused B2B Sales Representative to grow and manage their wholesale client base. This role is responsible for selling fine jewelry to retailers, boutiques, and distributors, building long-term relationships, and achieving sales targets through strategic outreach and account management. Location: Midwest Region Reports to: Owner Schedule: Hybrid • 1 Yealy Touchbase in Brooklyn, NY, • 80% Travel for Clients Salary Range: $75,000.00 - $90,000.00 USD/Annually Benefits: Health Insurance, Growth Opportunities, Sales Commission Key Responsibilities • Develop and manage relationships with wholesale clients including jewelry retailers, boutiques, and distributors., • Present and sell jewelry collections through in-person meetings, trade shows, virtual presentations, and showroom visits., • Identify and pursue new wholesale accounts through prospective networking and other creative sourcing methods., • Maintain existing accounts by providing excellent service, product education, and timely follow-ups., • Negotiate pricing, minimum order quantities, and terms within company guidelines., • Process orders accurately and coordinate with internal teams to ensure timely fulfillment., • Stay informed on jewelry trends, market conditions, and competitor offerings., • Represent the brand professionally at tradeshows and industry events., • Maintain detailed records of sales activities and client interactions in CRM systems., • Meet or exceed monthly and quarterly sales targets. Qualifications • Proven experience in B2B sales, preferably in jewelry luxury goods, fashion, or accessories., • Strong understanding of wholesale cycles and account management., • Excellent communication, negotiation, and relationship management skills., • Ability to present products professionally and confidentially., • Self-motivated, goal-oriented, and comfortable working independently., • Proficiency with CRM software and basic sales reporting tools. The published salary range is used as a guide to provide prospective candidates with a level of compensation that is competitive with today’s market. The salary range for this position is a good faith estimate that allows for flexibility to align with various levels of experience, education, and performance. EEO Statement Topaz HR is an Equal Opportunity Employer, and we do not discriminate on the basis of race, color, religion, gender, national origin, age, disability, or any other status protected by applicable law. We value and are committed to creating an inclusive environment for all employees. Please Note: Topaz HR is conducting this search on behalf of one of our clients. The employer's name will be disclosed during the interview process, and all hiring decisions will be made directly by the client.

Company Description Hum Capital is revolutionizing the traditional fundraising process with a focus on efficiency, transparency, and data-driven decision-making. The platform connects exceptional companies with suitable capital, emphasizing potential over social proof and performance over superficial metrics. By helping private companies accurately assess their value, Hum Capital empowers businesses to access the best capital sources for their unique needs. Our mission is to create a world where access to capital is no barrier to realizing potential. Role Description As an Account Executive, you will build and manage relationships with business owners and referral partners (e.g., brokers, advisors, and other intermediaries) to drive high-quality deal flow onto Hum’s platform. You’ll work directly with founders and operators to help them access non-dilutive financing solutions. This is a hybrid role that blends relationship management, deal sourcing, and consultative sales, with exposure to a wide range of businesses across industries and geographies. What You’ll Do Own Relationships & Drive Deal Flow • Build and nurture relationships with referral partners to generate consistent, high-quality company introductions, • Develop a network of brokers, advisors, and other intermediaries, • Identify co-marketing and community opportunities to educate business owners on financing solutions, • Partner with internal teams to structure and execute referral agreements Manage Inbound & Outbound Pipeline • Serve as the primary point of contact for business owners seeking capital, • Run discovery calls with founders and executives to understand financing needs, • Qualify opportunities and match companies with appropriate financing solutions, • Manage a high-velocity pipeline of inbound leads using Salesforce Drive Revenue & Prospecting Efforts • Conduct strategic outbound to source new referral relationships and company leads, • Maintain and grow an active pipeline across multiple industries and geographies, • Collaborate closely with investment and deal teams to move opportunities forward Deliver a Best-in-Class Experience • Ensure a seamless experience for both referral partners and their clients, • Act as a trusted advisor using a consultative, solutions-oriented approach Who You Are • 2+ years of experience in sales, account management, or an AE/SDR role, • Comfortable engaging with C-suite executives and business owners, • Strong communicator: articulate, concise, and confident, • Highly driven, competitive, and goal-oriented, • Intellectually curious with a strong interest in finance and investing Nice to Have • Experience working with brokers, lenders, financial advisors, or in fintech, • Familiarity with Salesforce or similar CRM tools, • Background in high-growth startups, SaaS, or financial services, • Proficiency with Google Suite / Microsoft Office Why This Role • Direct exposure to business owners and capital markets, • Opportunity to build a high-impact network across industries, • Fast-paced environment with strong learning and growth opportunities

This role leads large‑scale QA and testing initiatives, bringing together technical depth and strong delivery management. Ideal candidates have an engineering or SDET background and excel at coordinating complex testing programs across large, cross‑functional teams. You’ll drive day‑to‑day execution, manage dependencies, remove blockers, and ensure full transparency for business and technology stakeholders. What You’ll Do Program & Delivery Leadership • Lead end‑to‑end planning and execution of complex QA and testing programs across multiple teams., • Translate technical requirements into actionable plans, including test cycles, environment needs, integration points, and cross‑team dependencies., • Break down work into clear tasks, assign ownership, track progress, and ensure on‑time delivery., • Identify risks early, manage issues proactively, and maintain alignment across engineering, QA, and product teams. QA & Testing Coordination • Oversee key QA deliverables such as test plans, test results, and completion reports., • Manage daily test execution activities, including issue triage, defect tracking, and incident resolution., • Monitor and validate testing progress, ensuring accurate reporting of test case results, defects, incidents, and quality metrics., • Partner closely with SDETs, QA engineers, and development teams to ensure testing strategies align with system architecture and release goals. Reporting & Stakeholder Communication • Deliver clear, concise daily and weekly status updates highlighting milestones, progress, risks, and quality indicators., • Lead recurring cross‑functional status meetings and ensure all stakeholders have visibility into delivery health., • Communicate risks, tradeoffs, and mitigation strategies at an executive level. Jira Planning & Governance • Own Jira setup and ongoing management for testing programs, including environment schedules and test cycle timelines., • Maintain strong Jira hygiene across programs, projects, and epics—ensuring accurate statuses, RYG indicators, percent‑complete tracking, and dependency visibility., • Collaborate with QA Scrum Masters to ensure boards are structured effectively, stories and tasks are well‑defined, and end‑to‑end requirements traceability is maintained.

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

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

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time * $140,000 - $160,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Bachelor's degree required. Responsibilities: * Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans. * Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors. * Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). * Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients. * Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.) * Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings. * Serve as a mentor to colleagues to develop their financial planning skills. * All other duties as assigned. Basic Requirements: * 10+ years of financial planning experience in a client- or advisor-facing capacity * CFP Designation * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong communication skills, both written and verbal * Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: * Proficiency in financial planning software (e.g., eMoney) * CPA * FINRA Series 7, 63, and 65 licenses * J.D. * LL.M #LI-Remote

The Internal Audit Department reports directly to the Audit Committee of Aon plc's Board of Directors. The global department has approximately 70 team members located in Chicago, London, Amsterdam, and Krakow. The department's primary mission is to add value to the organization by providing management assurance and advisory assessments with a focus on evaluating the adequacy of Aon's internal control environment and to assess compliance with corporate policy and designated laws and regulations. The Senior Auditor is a developing audit professional who is primarily responsible for participating in audit projects of Aon business units to evaluate the adequacy of internal controls in both design and application. The Senior Auditor is also responsible for performing advisory project work, such as assisting in corporate investigations, ad-hoc special projects and Sarbanes-Oxley 302 and 404 compliance activities. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like • Participating in audits evaluating the adequacy of controls for Aon business units and/or key business processes. Included in these responsibilities are:, • Demonstrating knowledge and understanding of assigned areas under review, including processes, risks and controls, and being able to document the processes accurately and completely., • Assisting Audit Project Manager in the development of an approach and testing strategy for assigned areas to ensure all key business risks and controls are evaluated., • Completing audit test procedures, including maintaining appropriate testing documentation to support audit results., • Identifying potential findings, drawing conclusions, developing recommendations noted from the review and communicating to the Audit Project Manager / Senior Audit Manager., • Confirming all audit findings with management to ensure full understanding throughout and at the conclusion of the project by discussing process and control deficiencies, recommending corrective actions and other suggestions for improvements in operations and/or reductions in costs., • Assisting in development of the formal findings and recommendations for inclusion in report to management., • Participating in ad-hoc projects, investigations and/or any other required activities including Sox 302 & 404 activities., • As required, providing assistance to external auditors during their interim and annual reviews of the company., • Advanced technical, analytical and problem solving skills., • Excellent verbal and written communication skills., • Interpersonal skills and the ability to interface and build professional relationships with management of the area under review within the company., • The ability to build productive working relationships with peers both internally and externally., • Knowledge and understanding of internal auditing standards and techniques as well as general accounting methods, principles and practices., • Organizational, time management and multi-tasking skills., • The ability to focus on details and perform all required functions timely and with accuracy., • The ability to learn and develop a competency/understanding of Aon operations including policies and procedures and apply them to assignments., • Knowledge of agile auditing concepts., • A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $80,000 - $92,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. The salary range reflected is based on a primary work location of Chicago, Illinois. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-SP1 #LI-HYBRID 2579222

All locations Princeton, United States; Chicago, United States; Hartford, United States; New York, United States; Philadelphia, United States; We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Welcome to Munich Re Specialty - North America, a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise to our partners and customers. As a trusted industry expert, we offer a broad range of comprehensive and customized solutions, including casualty, professional lines, property, surety, and public entity coverages. With the financial strength and global resources of our A+ Superior (A.M. Best) rated organization, we provide unmatched stability and reliability. Our team is committed to superior service levels, a distinctive approach to specialty solutions, and a deep understanding of the complex risks our clients face. Join our team and be part of a dynamic and experienced organization that is shaping the future of specialty insurance in North America. The Opportunity Future focused and always one step ahead! The Head of Underwriting Management - U.S. is responsible for management of the US based underwriting team who, in conjunction with the rest of the Managed Underwriting team located in the UK, are responsible for the management and oversight of the delegated portfolio. This role incorporates underwriting and portfolio management, strategic development and direction, business production, people management, and coverholder relationship management across a substantial book of US binding authority business comprising multiple lines and perils. The ideal candidate is an experienced underwriting management level professional with strong analytical, leadership, business development and relationship-management capabilities, and with extensive wholesale agency relationships. Key Responsibilities Strategic Market Leadership • Contribute to developing and articulating a strategic vision that positions the organization for sustainable growth, identifying emerging classes, underpenetrated niches, and structural opportunities in the delegated authority and facility ecosystem., • Leverage an extensive network of wholesale brokers, intermediaries, MGAs/MGUs, and carrier executives to generate new business opportunities and strengthen distribution pathways both with "inwards" underwriting and "outwards" reinsurance as appropriate., • Act as an ambassador across the organisation, maintaining visibility among key stakeholders to ensure early awareness of new risk trends, product needs, and program opportunities., • Work with the CUO and Head of Delegated Underwriting to support the US and UK based teams towards successful execution of our underwriting strategy and plan, in accordance with applicable underwriting authority levels, underwriting guidelines, internal directives, and client strategies., • Manage and steer underwriting results for the applicable segments of the portfolio, utilizing MI and KPIs to critically analyze and evaluate the business - including review of production, loss experience, exposure, rate adequacy, and pricing discipline., • Manage and underwrite individual account referrals where necessary, and provide risk referral support and peer review for the US-based team., • Assess and refine underwriting guidelines, pricing models, and program performance metrics in collaboration and alignment with the rest of the Binding Authorities Underwriting teams and with Corporate Underwriting, where necessary., • Manage CAT budget allocations and related economic analysis for the applicable segments of the portfolio, including premium projections and rate management against cost of capital., • Review and approve contractual documentation and coverage forms., • Stay current on external market trends and report internally to various stakeholders within Munich Re Specialty - North America., • Manage coverholder oversight, including relationship management, operational reviews, audits, and due diligence., • Conduct customer visits, marketing travel, and support team members in managing their travel schedules., • Conduct policy and underwriting file reviews as needed to ensure accuracy, consistency, and adherence to standards., • Ensure coverholders adhere to underwriting standards, regulatory requirements, and program guidelines., • Work closely with IT, Accounting, Claims, and other internal functions to resolve technical, operational, and system-related issues., • Participate in the development and improvement of underwriting systems, processes, and tools and provide guidance and support to US-based underwriters in their implementation and use., • Provide leadership and direction to the underwriting team, including recruitment, hiring, training, performance management, and professional development., • Oversee staff performance and address personnel matters, including coaching, mentoring, and corrective action when necessary., • Foster a high-performance, collaborative culture that emphasizes accountability and excellence, as well as ensuring close collaboration with the UK-based Managed Underwriting team and other UK-based functions. Qualifications Successful candidates will possess the following experience/skills/qualifications: • Bachelor's degree, • 10+ years in Property/Casualty underwriting or underwriting management, preferably with an insurance carrier or wholesale broker., • Strong background in Property, Personal Lines, and small Commercial Casualty business is preferred., • Surplus Lines experience and extensive knowledge of WSIA members is strongly preferred., • Extensive knowledge of all forms of distribution across programme space preferred, • Competency in insurance coverage forms-ISO forms knowledge preferred; Lloyd's and manuscript forms would be beneficial., • Experience reviewing and auditing underwriting files and managing staff who perform these functions., • Computer proficiency in Outlook, Word, Excel; Power BI and PowerPoint experience preferred., • Insurance designations (e.g., CPCU, AU, RPLU) are a plus., • Familiarity with regulatory and licensing requirements is beneficial., • Excellent verbal and written communication skills., • Highly organized, independent, and able to manage multiple responsibilities with minimal supervision., • Strong relationship-building, negotiation, and marketing skills., • Traveling responsibilities: approximately 30%. We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: • Two options for your health insurance plan (PPO or High Deductible)., • Prescription drug coverage (included in your health insurance plan)., • Vision and dental insurance plans., • Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary., • Short and Long Term Disability coverage., • Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children)., • Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity). In addition to the above insurance offerings, our employees also enjoy: • A robust 401k plan with up to a 5% employer match, • A retirement savings plan that is 100% company funded., • Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries., • Eligibility to receive a yearly bonus as a Munich Re employee., • A variety of health and wellness programs provided at no cost., • Paid time off for eligible family care needs., • Tuition assistance and educational achievement bonuses., • A corporate matching gifts program that further enhances your charitable donation., • Paid time off to volunteer in your community. The Company is open to considering candidates in numerous locations, including Princeton (NJ), Chicago (IL), Hartford (CT), New York City (NY), and Philadelphia (PA). The salary range posted below reflects market variations across various locations. The offer will be adjusted per geography. The base salary range anticipated for this position is $226,900 - $378,100, plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across different locations, with the with the higher end being more aligned with the Princeton, NJ job market. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-MB1 ___ Save job

Back Executive Underwriter - Large Accounts - Hybrid #4571 Multiple Locations Apply X Facebook LinkedIn Email Copy In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi-line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the territory through your network of national and regional brokers and agents. Maintain and develop prospects in order to have a strong base of future opportunities to build your large account book. Contribute to the development of broker and agency management strategies and lead the development and execution of relationship management plans. Responsibilities: • Analyze, select and profitably price coverage for commercial risks and determine terms and conditions of coverage on new and renewal business., • Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations., • Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with service team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs., • Analyze underwriting & marketing activities and corresponding results; prepare reports to management., • Mentor and provide technical training and guidance to coworkers., • Determine, coordinate and direct account management activities with various departments., • Negotiate and deliver proposals to producers and buyers., • Develop and maintain client relationships and coordinate service team efforts., • Identify opportunities for organizational improvement and recommend solutions., • Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work., • Bachelor's degree or equivalent experience required., • 7 years of casualty underwriting with an insurance carrier required., • Advanced understanding and technical knowledge of underwriting mechanics and fundamentals., • Advanced knowledge of casualty coverage and loss sensitive deal structures (retrospective rating, large deductible, captive, and self-insurance). Additional knowledge in financial analysis, account management and collateral management is desired., • Advanced knowledge of local and regional market conditions as well as industry trends., • Prior experience in or knowledge of Midwest markets and ability to travel within these markets is strongly preferred., • Advanced knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants)., • Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills., • Ability to create a presence that conveys interest, conviction, and energy in maintaining relationships with external business partners., • Strong ability to effectively communicate verbally and in writing to uncover business needs., • Ability to foster creative solutions that resonate with external business partners., • Ability to interact with various levels of management and support personnel., • Advanced skills in marketing, analysis, decision making/problem solving, planning and organizing; sales and negotiation and mathematical proficiency., • Strong desire to work collaboratively and foster a team oriented environment with Claims, Risk Control and other departments., • Willingness to travel for business purposes. Underwriters are expected to be visible with their agents and brokers in order to develop and maintain solid relationships and generate an adequate flow of qualified business., • Chartered Property Casualty Underwriter (CPCU); Associate in Risk Management designation or other professional designations are desired.

Ensure that all financial, accounting, and administrative policies, functions, systems, and processes are performed consistent with all generally accepted accounting principles (GAAP) as well as within the highest professional, ethical, and legal standards. Accounting and Finance experience, prefera

BS/BA in Accounting or Finance. Support the daily operations of the accounting function by assisting with the month-end close process. Perform other general functions to support the Finance Department and other departments and Business Units within the corporate umbrella.

For immediate confidential consideration, please contact LaMorte Search Associates, Inc.

The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S., supporting over 23,000 healthcare professionals and team members at more than 1,150 locations across 48 states. Our five supported healthcare practices operate under the brands Aspen Dental, ClearChoice, WellNow, Chapter Aesthetic Studio, and Lovet. We’re committed to enabling healthcare professionals to focus on patient care while we handle the business operations that support them. Things move fast at Aspen Dental, but you never go it alone. The idea behind the business model is simple – a support system with you at the center. We’re a community that thrives on collaboration and has fun while doing it. Whatever your role, there is always the next challenge to conquer. Aspen Dental breaks down barriers, provides opportunities, and makes it easier to fulfill your ever-evolving ambitions. As a reflection of our current needs and planned growth we are very pleased to offer an opportunity to join our FP&A team as a Senior Financial Analyst. Core responsibilities and expectations for this position include: driving financial transparency, providing insight into business drivers and key metrics, driving strategic financial planning and analysis, budgeting and reporting, and delivering on financial execution. This is an exciting opportunity with high visibility that is ideal for someone that wants to hit the ground running and make an immediate impact. Responsibilities We are excited to present this position as part of one of the largest and most rapidly growing dental service organizations in the country. Reporting directly to the Director of FP&A, this position will partner closely with business leadership to uncover areas of opportunity and make recommendations that drive the business forward. • Partner with business and finance leadership to analyze financial and operational performance, identify trends, and surface actionable insights, • Own monthly reporting and variance analysis (vs. budget and prior periods), clearly communicating key drivers, risks, and opportunities, • Build and present business cases to support strategic initiatives and multi-million-dollar investments, • Proactively identify opportunities for improved performance, efficiency, and growth through data analysis, • Develop ad hoc analyses, financial models, and forecasts to support decision-making across the organization, • Ensure accuracy, consistency, and integrity of financial and operational data and reporting, • Clearly communicate findings and recommendations to both finance and non-finance stakeholders Minimum Education and Experience • BS in Finance, Accounting, or related field (or equivalent experience), • 2–5 years of FP&A or relevant analytical experience (multi-unit or retail environment preferred), • Advanced Excel skills, including the ability to build and maintain financial models, work with large datasets, validate data, and translate findings into actionable insights, • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment, • Demonstrated ability to communicate proactively, surface risks early, and operate with a sense of urgency and ownership Preferred Qualifications • Experience with Tableau or similar BI tools, • Experience building financial models (ROI, NPV, scenario analysis), • Exposure to programming languages (VBA, Python, SAS, etc.), • Curiosity and a continuous improvement mindset with a willingness to challenge assumptions *This role is onsite 4 days/week in our Chicago office (Fulton Market District) • A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match

Job Description Toyota of Bourbonnais Now Seeking an Experienced F&I Manager for Our Growing Team! The ideal candidate will have previous Automotive Finance Experience and the desire to work and grow with a team of World Class Professionals! As an F&I Manager, you will have the opportunity to make a positive impact on our business and in the lives of our team members and customers every day. We are looking for strong, energetic, people-focused F&I Manager who will help us redefine the car-buying experience. Apply now! Benefits: Pay and Recognition: • Paid holidays & paid time off, • Insurance: medical, vision, dental, • Health savings, • Flex spending accounts (tax free), • Digital career path tool to assist with career development, • Continuous training through Brown & Brown ADG Finance Training, • Employee discounts on vehicle purchases, parts and service repairs, • Opportunities to join our community service initiatives The Finance & Insurance Manager's primary responsibility is to manage the financial transaction of the vehicle buying experience for each customer of the dealership. Work with lenders to obtain bank approval's for car purchases, produce the financial paperwork and consultant the staff on DMV laws. • Work directly with the sales team and customers to assist in the financial buying process of the car buying experience, • Build rapport with customers to build a base of referrals to establish customer network, • Consult and sell finance & insurance warranties to customers, • Produce and submit accurate paperwork for title work and to secure funding from finance sources in a timely manner, • Achieve monthly objectives, • Responsible for meeting deadlines for turning in customer paperwork to lenders and accounting, • Responsible for securing and handle customer money during vehicle transaction; turn money into accounting, • Adhere to all local and national regulations and advise the sales team on new and recently change state laws associated with purchasing a vehicle, • Partner with service advisor's to assist customers with purchasing extended warranties when needed, • Must be able to create and maintain customer relationships, • Maintain impeccable reputation with lenders and vendors, • Must be able to give a proper finance and insurance menu presentation explaining warranty packages, • Assist sales professionals with customers when needed to explain lending options and warranties, • Build relationships with local and national bank and manufacturer representatives and meet with them monthly, • Advanced computer skills with Microsoft Office products and dealership management systems, • Detail oriented and can stay organized in a fast pace environment, • Strategic thinker that will strive to find a solution for every customer when needed, • Self-motivated and a team player, • Ability to understand tag and title laws; DMV, • Prior automotive sales consultant experience required; 1-3yrs, • Track record of impeccable customer service ratings We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionHHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states. We are seeking an experienced Billing Supervisor to join our team. This role is responsible for managing a team of Billing Specialists, focused on supporting our home care agency customers in executing their revenue cycle operations. This position is a good fit for someone who thrives in a collaborative environment, and is passionate about supporting home care service delivery by ensuring accurate and timely reimbursement for the important care agencies provide in home and communities. This role follows HHAeXchange’s hybrid work model (3 days/week) out of our Bloomington, Minnesota office location. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Essential Job Duties • Manage a team of Billing Specialists responsible for:, • Generating and submitting claims to insurance companies, government programs, and other payers for services provided to patients., • Utilizing agency management software to accomplish billing tasks efficiently., • Payment Posting: Recording and posting payments received from insurance companies, patients and other sources to the appropriate patient accounts in the billing system., • Accounts Receivable Management: Monitoring and following up on unpaid claims, rejections/denials, and any outstanding balances to ensure timely collections., • Serve as a revenue cycle subject matter expert for the team, researching and resolving challenging billing discrepancies or denials to facilitate reimbursement., • Develop and update team training documentation to ensure continuous improvement, • Manage and enhance internal and externally facing operational processes, identifying and implementing improvements, • Collaborate with other operational and product teams to refine service delivery and enhance the overall customer experience., • Drive customer satisfaction, retention, and advocacy through strategic engagement, ensuring high Net Promotor Scores (NPS) and strong customer references., • Regularly interface with customers to understand their needs, goals, and how we can best support them. Address customers inquiries promptly, coordinating with cross-functional teams for swift issue resolution., • Analyze customer performance metrics, identify trends, and suggest improvements to optimize revenue cycle processes. Generate reports on billing and AR performance, including key metrics and KPIs, for internal and external consumption.Other Job Duties, • Other duties as assigned by supervisor or HHAeXchange leader.Travel Requirements, • Travel up to 10%, including overnight travelRequired Education, Experience, Certifications and Skills, • 5+ years of Revenue Cycle Management experience, with deep knowledge of billing, common denials, payment posting, electronic transaction formats, and payer portal navigation., • Home Health Agency knowledge: Understand the processes and requirements related to exchanging health care information with Home Health Agencies, including compliance with regulations and standards., • Proven success in customer engagement and relationship management., • Strong working knowledge of Microsoft Office Suite, including Excel, Outlook, PowerPoint, and Word., • Strategic, intellectually curious, and skilled at solving problems with clear, fact-based recommendations., • Detail-oriented with strong written and verbal communication skills., • Adaptable to change, and collaborative across cross-functional teams. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCompany Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube. Job Description Position Overview The primary objective of this position is to provide financial leadership, oversight, and business support for U.S. Therapeutics Patient Services team which supports all four of the U.S. Therapeutic business units. This role will oversee a functional spending pool exceeding $0.6Bn and ~1,000 employees. Specifically, this role partners closely with the leadership teams to establish strategies and align related tactics/projects across the U.S, Therapeutics organization and business partners to optimize outcomes and ensure financial commitments are met, interacting with all levels of finance and business leadership. Core Responsibilities • Financial Reporting and Internal Control:, • Lead the strategic planning, budgeting, forecasting, and financial analysis to support key decision making., • Oversee general ledger and related month-end close activities to ensure accuracy and predictability of results, and to maintain compliance with AbbVie financial policies and control framework., • Provide finance reporting to various management teams by contributing to the development of projects and activities that align with business and financial objectives., • Develop effective reporting, monitor performance and support development of contingency plans as necessary to deliver results with clear and concise commentary., • Partner with the external and internal audit teams to complete all audit cycles effectively and implement any audit recommendations according to due dates as applicable., • Drive to continue to enhance internal controls and ensure financial results are recorded in compliance with AbbVie financial policies, SOX and GAAP., • Financial Planning and Analysis:, • Proactively lead the planning processes [Plan, UPD, LBE and LRP] ensuring accurate and timely integration of sales forecast, pricing and investment resourcing, ensuring senior management input to meet overall Division / Global / Corporate deadlines and deliverables., • Champion, value and measure cost savings and resource optimization programs., • Coordinate across the division timelines, requirements, targets, financial presentations, and financial results for all corporate planning requirements., • Ensure financial planning and reporting deliverables are accurate, clear and concise for Executive level review and approval., • Strategic Business Partnership:, • Be a strategic partner with business leaders to optimize decision making, meet financial commitments, ensure resources are appropriately deployed, and prepare deliverables that are Executive management ready., • Support various Finance process/system improvement efforts and instill a culture of continuous improvement., • Decision Support / Special Projects -- Provide analyses for ad hoc or other business presentations that lend insight into key business drivers enabling senior management to adapt more appropriate tactics / strategy to meet both short- and long-term objectives., • People Leadership and Development:, • Lead a team of 7 highly motivated and engaged finance professionals (3 direct reports) by setting & aligning goals/priorities, motivating, and empowering the team to deliver exceptional results. Reports To: • Vice President, Controller Specialty & U.S. Tx Operations, • Effectively manage matrix relationships with US/Global/Corporate Finance, FSS, PSM, Internal/External Audit, US Commercial LeadershipQualifications Required: • 10+ years progressive accounting or finance experience, • Bachelor’s Degree in Accounting or Finance, • Excellent verbal and written communication skills, • Experience in leading and motivating a team in a dynamic business environment to successfully achieve results / deliverables, • Ability to solve business problems through the proactive identification of issues and subsequent collection, analysis, and interpretation of related data, • Experience supporting senior operating management, • MBA in Accounting or Finance and / or CPA, • US Commercial experience and knowledge of the financial planning process, • Solid understanding of automated accounting systems such as SAP, BPC, and desktop productivity applications Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our short-term incentive programs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

Job DescriptionCompany Description Who is Kaizen? At Kaizen CPAs + Advisors, we’re a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do. Our work is guided by four core values: • Own It: Take pride in solving problems and delivering results., • Be an Ideal Team Player: Collaboration and support are key to our success., • Make a Positive Impact: We’re committed to making a difference for our clients, team, and community. Are you ready to break free from the traditional accounting firm experience? We’re not your typical firm—we’re Kaizen! If you’re a driven, positive leader who thrives on helping small business owners achieve their goals, we want to talk to you. As an Account Manager, you’ll play a crucial role in managing client relationships, leading tax compliance efforts, and driving business development—all while keeping our fast-paced, ever-improving environment buzzing with energy and innovation. You’ll work closely with both clients and internal teams, ensuring we deliver top-notch service while staying ahead of industry trends. If you’re an expert at managing multiple priorities, building strong relationships, and maintaining a positive, solutions-oriented mindset, this is your next career move! What You'll Do: • Client Leadership: Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development., • Team Collaboration: Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service., • Tax Expertise: Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws., • Practice Growth: Identify new business opportunities, expand firm services, and contribute to our practice’s development by cultivating strong client relationships., • Continuous Improvement: Drive improvements in processes, collaborate on firm goals, and embrace change to ensure we’re always at the forefront of the industry.Qualifications What We’re Looking For: • Experienced Leader: 5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams., • Certification: CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained., • Strategic Thinker: Proficient in tax research, business consulting, and managing multiple priorities under tight deadlines., • Relationship Builder: Strong interpersonal and communication skills with the ability to collaborate with clients, colleagues, and firm leadership., • Innovative Problem Solver: Enthusiastic about continuous learning and applying new software, processes, and strategies to improve efficiency., • Committed to Growth: A passion for mentoring others, maintaining professional development, and growing within the firm., • Tech-Savvy: Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools. Additional Information Here’s a peek at what’s ahead as we get to know each other: ✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification. Apply: Submit your resume for review. Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role. First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values. Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential. Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps. Offer: If it’s a match, we’ll extend an offer and begin onboarding! ···················································································································································· Perks of Being Part of Our Team ✨ Compensation: Starting at $75k per year, based on experience, with the opportunity for commission incentives when earnings exceed annual compensation. Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include: • Medical, Dental, and Vision Insurance, • Short-Term & Long-Term Disability and Life Insurance, • Cafeteria/Section 125 Plan, • Retirement/401(k): Employer match with 100% vesting on day one of eligibility, • Paid Vacation: Starting at 2 weeks, available for use from day one, • Paid Personal Time (PTO): 32 hours available to use from day one Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.

Job Description National Electrical Distribution Company Accounts Payable Specialist Itasca Headquarters - Hybrid Position National electrical distribution company is looking for an ambitious and outgoing individual to be part of our accounting team. If you have a strong commitment to detail and customer service and value performance that exceeds expectations, we are interested in talking with you. The Accounts Payable Specialist will be responsible for processing invoices and credits in a timely and accurate manner, as well as resolving discrepancies and supporting related accounting functions in a high-volume fast-paced environment. ABOUT US: Steiner Electric is a family-owned company founded in 1916. Steiner Electric is the 35th largest electrical supply business in the country, with locations in Northern Illinois, Northwest Indiana and Southeast Wisconsin. We represent many of leading manufacturers in the industry. Our team services customers with standard electrical and industrial supplies and represent automation products, motors and drives, energy management, and custom products. Steiner is a close family culture with a strong commitment to customer service, values, integrity and community service. WHAT WE OFFER: We offer a competitive compensation and benefits package that includes: • Competitive compensation plans, • Hybrid/Remote work environment, • Generous Paid Time Off, • Medical, Dental, Vision, Life, Short-term and Long-term disability insurance, • Learning & Development Plans, • Coaching & Mentorship, • 401K with company match, • Process Vendor invoices accurately and on a timely basis., • Perform three-way matching of purchase orders, receipts and invoices., • Contact vendors for the purpose of acquiring invoices for unmatched receipts and billing discrepancies., • Bill customer for material shipped direct from vendors., • Reconcile monthly vendor statements and resolve discrepancies., • Analyze reports for unbooked receipts and billing discrepancies., • Process receipt POs for payment., • Process direct Sales Orders for payment and customer invoicing., • Process EDI invoices., • Contact purchasers/buyers and the receiving department on pricing and quantity issues., • Scan all invoices and backup documents for payables., • Enter monthly rebates/cost credits., • Collaboration with Credit Department and Accounting., • Communicate with internal departments regarding payment inquiries., • High school diploma or GED certification required., • Minimum of 2 years accounts payable experience., • Competent in Microsoft Office Word, Excel, and Outlook., • Strong problem solving skills., • Prolonged periods of sitting at a desk and working on a computer

Job Description In the role of Accounts Payable Specialist you will manage the full accounts payable cycle, ensuring accurate and timely processing of invoices, maintaining strong vendor relationships, and supporting the company's overall operations. This role offers an excellent opportunity for an AP professional looking to grow within a collaborative and dynamic accounting team. Accounts Payable Specialist Responsibilities: • Perform bank reconciliations and monitor online banking activity, including check and ACH positive pay., • Support monthly close by reconciling AP-related accounts and ensuring accurate financial reporting., • Prepare and compile documentation for annual audits., • Process and verify financial transactions using ERP/SAP systems., • Ensure accuracy and completeness of accounting records through data entry and transaction review., • Investigate and resolve accounts payable issues in collaboration with management., • Maintain journals and ledgers by analyzing, verifying, and posting transactions., • Prepare and process payments, including checks and electronic deposits., • Verify and maintain customer and vendor records., • Organize and manage financial documents for processing and recordkeeping., • Assist with cost tracking by allocating and recording expenditures., • Provide support to AP/AR and the broader accounting team as needed., • Maintain confidentiality of financial information., • Stay current with accounting practices through ongoing professional development., • Associate's or Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)., • 2 years of accounts payable or general accounting experience preferred., • Experience with ERP systems (e.g., SAP) and proficiency in Microsoft Excel., • Strong understanding of accounting principles and financial processes., • High attention to detail with strong accuracy in data entry and transaction review., • Strong organizational and time management skills with the ability to meet deadlines., • Effective problem-solving skills and ability to investigate and resolve discrepancies., • Good communication skills and ability to collaborate with internal teams and management., • Ability to handle sensitive financial information with confidentiality., • Self-motivated with the ability to work independently and as part of a team.

Job Description Senior Accountant – Client Accounting Services (CAS) Greater Chicago, IL (Hybrid) We’re hiring a Senior Accountant to support a growing Client Accounting Services (CAS) team working with multiple small to mid-sized businesses. Responsibilities • Manage full-cycle accounting for multiple clients, • Prepare monthly financial statements and reporting, • Handle GL, reconciliations, AP/AR, and payroll, • Identify and correct inaccurate financial records, • 5+ years in public accounting or outsourced/client accounting, • Experience managing multiple clients or entities, • Strong QuickBooks Online + Desktop, • Solid accounting fundamentals (GL, financials, debits/credits), • CPA strongly preferred, • Real estate accounting client advisory or business services a plus, • work life balance, • Hybrid flexibility, • Clear path to growth, • Hands-on, high-impact work across multiple clients, • located: Northern, IL

Job Description Automotive Loan Processor / Automotive Finance Assistant: Organizes, gathers and processes customer documentation for sales. ESSENTIAL DUTIESEssential Duties include the following. Other duties may be assigned.Receives cash, checks and credit card payments from customers; records amount received. Makes change and issues receipts to customers. Files within appropriate file system all dealership forms, records, reports, correspondence, or other important material. Establishes and maintains good working relationships with several finance sources, including the manufacturer. Processes finance and lease deals accurately and fairly through financial sources to secure approval. Provides refunds or credit memorandums to customers for returned merchandise or as directed by managers. Works with department managers to keep abreast of new products and services offered, their features and value, and any changes in price. Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner. Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. Acquires and maintains current state insurance license, completing continuing credit insurance education as needed. Answers customer questions about service performed or products purchased, or refers them to someone who can. Processes all federal, state, and dealer paperwork related to vehicle transaction. Verify customer insurance requirements. Ensures collection of all finance and insurance fees. Processes all credit applications. Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals Conducts business in an ethical and professional manner. Provides clerical and secretarial assistance to departments as needed. Maintains a professional appearance. Keeps work area neat and clean. Performs other duties as assigned.Murgado Automotive Group is an equal opportunity employer. Murgado Automotive Group does not discriminate in employment on account of race/ethnicity, color, religion, national origin, gender, sexual orientation/transgender status, age disability, martial/parental status, citizenship status, military status, political affiliation and/or beliefs, pregnancy, order of protection status or other non-merit status. We are an employer who participates in the E-verify program with the Department of Homeland and Security. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description In this role, you will play a pivotal part in maintaining accurate financial records, preparing reports, and collaborating across departments to support organizational goals. This position provides an excellent opportunity to deepen your expertise in accounting and contribute to a dynamic work environment. Responsibilities: • Maintain and reconcile financial records, including accounts payable, accounts receivable, and general ledger entries., • Prepare monthly, quarterly, and yearly financial statements with accuracy and adherence to accounting principles., • Assist in both internal and external audits by compiling and presenting required financial documentation., • Support tax preparation processes, including corporate tax returns, ensuring compliance with applicable regulations., • Collaborate with various departments to gather financial data and provide actionable insights for decision-making., • Perform regular bank reconciliations to ensure all transactions are accounted for accurately., • Monitor and analyze financial discrepancies, resolving issues in a timely manner., • Utilize accounting software to streamline processes and generate comprehensive financial reports., • Stay updated on financial regulations and standards to ensure company compliance., • Contribute to the continuous improvement of accounting procedures and practices. Benefits • Medical/dental/vision, • 401K Keys • Bachelor’s degree in accounting, finance, or a related field is required., • Proven experience in accounting or related internships is highly preferred., • Strong proficiency in accounting software and systems is essential., • Ability to create and manage journal entries and maintain an organized general ledger., • Excellent analytical and problem-solving skills to address financial discrepancies., • Strong attention to detail and organizational skills to handle multiple tasks efficiently., • Effective communication skills to collaborate with team members and departments.