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Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include • Focus on clients: Aspire to deliver world-class customer service, • Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience, • Build book of business: Proactively seek ways to develop and expand client relationships, • Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals, • Active Series 7, 66 (65 and 63), and life insurance licenses, • Established track record of top-ranked sales performance, • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales, • Hours per Week: 40 Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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

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

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Alan Gray LLC is a leading audit and advisory firm with over 30 years of excellence in providing a range of services to insurance-industry clients. Our goal is to help our clients realize significant bottom-line savings. Our experienced team is committed to staying current with the latest industry information and advances in technology in order to provide excellent service to our clients. Please note - This is an evergreen posting to generate a pipeline of qualified candidates to contact as projects ramp up. As a consulting firm, we are continually looking for talent to support projects and engagements. Claims Auditor: The claim auditor will review and provide comments on property claim files as part of ongoing best practices audits. The auditor will apply his or her experience and training, along with specific account instructions and pertinent regulations, to evaluate all aspects of claim handling, including coverage determinations, negotiations, internal and external communications, and the notation and documentation contained in the files under review. Key Objectives: • Investigative and evaluate property claims, including complex and catastrophic claims, as part of claim audits., • Review, analyze and provide opinions as to claim handling practices of claims handled by Third Parties., • Review regulatory compliance and proper handling of moderate to complex claims., • Demonstrate proficiency in claim file management and customer service., • Strong knowledge of property claim handling., • Minimum of 5 years of insurance claim experience., • Strong organizational, file management, and time management skills., • Attention to detail; ability to prioritize., • Demonstrated focus on quality and continuous improvement.

Job Description Background Alan Gray LLC is a leading audit and advisory firm with over 30 years of excellence in providing a range of services to insurance-industry clients. Our goal is to help our clients realize significant bottom-line savings. Our experienced team is committed to staying current with the latest industry information and advances in technology in order to provide excellent service to our clients. Claims Auditor: The claim auditor will review and provide comments on workers’ compensation claim files as part of ongoing best practices audits. The auditor will apply his or her experience and training, along with specific account instructions and pertinent regulations, to evaluate all aspects of claim handling, including coverage determinations, negotiations, internal and external communications, and the notation and documentation contained in the files under review. Please Note - This is an evergreen posting designed to build a pipeline of qualified candidates that we can contact when projects and engagements require additional talent. Key Objectives: • Investigate and evaluate workers' compensation claims as part of claim audits., • Review, analyze and provide opinions as to claim handling practices of claims handled by Third Parties., • Depending on experience and ability, the position may require project management responsibilities where the individual will direct and oversee audits and manage assigned auditors., • Review regulatory compliance and proper handling of moderate to complex claims., • Demonstrate proficiency in claim file management and customer service. Qualifications: • Strong knowledge of workers’ compensation claim handling., • Minimum of 5 years of insurance claim experience., • Strong organizational, file management and time management skills., • Attention to detail; ability to prioritize., • Demonstrated focus on quality and continuous improvement., • Excellent written and oral communication skills., • Strong decision-making skills., • Adaptability and demonstrated ability to manage change., • Strong interpersonal skills; ability to work independently and on a team., • Analytical and strategic problem-solving skills. Education and Experience: • Bachelor’s degree preferred., • Minimum of 5 years claims handling experience, including significant time handling workers’ compensation claims., • Ability to work independently., • Ability to work well with external parties as well as co-workers., • Excellent verbal and written communication skills., • Proficiency with current Microsoft Outlook and Office products.

Job Title: AR Coordinator Department: Accounting Reports To: Accounting Manager Location: Onsite, Everett, MA Job Type: Part-Time, Hourly, Non-Exempt Schedule: Monday - Friday 10am - 3pm Pay Range: $20.00 - $25.00/hour; based on experience Objective: The Accounts Receivable (AR) Coordinator is responsible collecting and posting payments by various means, while assisting in other daily office functions and assisting where needed. Essential Duties & Responsibilities ● Post payments to accounts ● Prepare and make daily check deposit via check scanner and software ● Daily reconciliation of Sales Rep iPad payments and ATM deposits ● Resolve inquiries with customers ● Identify and address credit issues with Sales Representatives ● Provide weekly and monthly reporting to management and sales department ● Manage credit terms and finance charges for accounts ensuring state compliance ● Collections of various supplier and intercompany accounts ● Other AR duties as assigned Qualifications ● High School diploma or equivalent required, Associates Degree or certification in Accounting preferred. ● Prior experience in accounts receivable or related accounting role a plus. ● Proficiency with accounting software and Microsoft Excel. ● High attention to detail and ability to manage multiple accounts efficiently. ● Excellent phone etiquette, communication, and customer service skills. Key Competencies ● Data Entry Accuracy ● Customer Service Orientation ● Attention to detail ● Professional Phone Etiquette ● Computer and Software Proficiency Physical Demands & Work Environment ● Light physical requirements ● Office environment; primarily seated ● Frequent repetitive keystrokes and 10-key data entry EEO Statement Craft Massachusetts, a division within Sheehan Family Companies, is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees regardless of race, gender, sexual orientation, religion, age, disability status, or veteran status. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

Join an engaging, collaborative workplace that offers stability and real opportunities to grow your career. Imagine having it all: • An exceptional, diverse team, • A supportive company culture, • A proven, profitable business model, • The autonomy to make an impact They are seeking a Casualty Underwriter to join their growing specialty division. This is an opportunity to be part of a team that values strong broker relationships, technical underwriting expertise, and strategic growth in the middle and upper-middle market. Location: Boston, MA (Hybrid) About the Role: As a Casualty Underwriter, you’ll manage the full underwriting cycle and build strong broker relationships, drive new business, and grow a profitable book. A perfect candidate for this role has strong commercial auto (transportation) underwriting experience. Experience working with hazardous transport such as chemicals, etc. is a plus! The Ideal Candidate Has: • Bachelor’s degree (preferably in Risk Management, Business, or related field), • 5–10 years of commercial casualty underwriting experience (GL and Auto strongly preferred), • Experience in Casualty underwriting including Commercial Auto/Transportation., • Background in construction, manufacturing, or transportation underwriting a plus, • Strong proficiency in Excel, Word, PowerPoint, and underwriting systems, • Relationship-driven, results-oriented, and comfortable in a production environment You’ll Receive: • Competitive salary with comprehensive benefits package, • Health, dental, vision, life insurance, and long-term disability coverage, • 401(k) plan with company contribution, • Generous PTO, flexible hours, and strong work/life balance, • Professional growth and career development opportunities, • A collaborative, diverse, and high-performing team environment APPLY NOW!

At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one’s business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities for students to learn from and network with executive leadership and fellow interns in a range of departments. This individual will be expected to work 40 hours per week, with four days spent in an office setting and one day remote. The Underwriting Intern will gain valuable experience in one of our insurance underwriting teams comprised of commercial, personal, environmental, or professional lines teams. Responsibilities • Underwriting and cross selling across the department renewal portfolio and new business submissions, • Participate in agent marketing calls, • Engage in insurance policy renewals, • Update new business and renewals in Microsoft Excel, • Determine which program or market best meets the needs of agency clients, • Communicating loss notices and policy changes, • Work alongside senior leaders on special projects and attend client meetings, • Qualifications, • Enrolled as an undergraduate at an accredited university, actively pursuing a degree in Risk Management and Insurance (strongly preferred), Business, Finance, or another relevant field, • Expected graduation in December 2026 or May 2027, • Previous internship experience is preferred, • Technical proficiency in Microsoft Office applications About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Summary Are you a Certified Public Accountant who dreams of leaving behind the urban hustle for a more meaningful work-life balance? Do you want to build a career in a supportive, small-town setting where you can focus on quality work and family life? Our close-knit, but growing CPA firm in Hornell NY is seeking a talented and dedicated CPA to take over the client base of a retiring CPA. Not Remote work. Duties Accounting Work Meets with client to interview and compiles tax data. Enters data into computer files and prepares tax forms. Review information and corrects errors to ensure accuracy. Completes packages and instructs clients on how to process taxes forms. Reviews tax notices for governmental errors and creates thoughtful responses when there are inaccuracies. Client Building and Retention Develop relationships with key referral sources: attorneys, insurance agents, financial advisors, bankers, etc. Attend community events to meet prospects and get the company name visible. Become involved in at least one community/non-profit organization. Treat all clients and potential clients with respect and care, go the extra step. Project a professional image of self in the community. Let management know of community promotions. Goals Assist in the establishment of personal goals. Work to accomplish goals set by self and manager. Understand the importance of personal goals to meet company goals. Management & Extra Duties May be asked to supervise employees. May assist in answering phones. May assist others in completing other projects.

The ideal candidate will be a strong people manager with a proven track record in leading teams, driving performance, and managing complex SAP systems and SOx controls. JOB TITLE: US Finance Systems and SAP ERP Manager JOB LOCATION: Brooklyn, NY/Syracuse, NY, or Waltham, MA (hybrid) WAGE RANGE*: $70

Duration: 08+ Months contract, Potential with long term Employment Type: W-2 Job Description: • The SPOC acts as a local coordinator and project manager, being the local business single point of Contact, serving as the link between global Polaris project team, Key Users, and Line Managers North America Project team to ensure that all local activities are effectively organized and executed as per Polaris Project Plan and Guidance. Job Duties: • The SPOC is responsible for an end-to-end process across North America Stakeholders. The SPOC will ensure the business stakeholders understand the progress of the program, what is means and how they contribute but also ensure business needs are met and ensuring alignment with Polaris project team., • The SPOC will remain in the Local market/Site to ensure proximity with the business but will be part of the Polaris Governance, working closely with the Management of Change Team and the Local Key User Community as well as being part of the Local Site Leadership meeting to provide updates and follow up on actions., • The SPOC will oversee all the process variances at local level and as instructed by Polaris across O2C, R2R, FP&A, S2P and F2P when relevant. Affecting change requires a leader who can motivate others, guide the local Stakeholders through the change, and coordinate efforts across multiple departments to maximize benefit and integration with Polaris Main responsibilities: • Lead / Monitor and manage local change action plan and assess new risk/Action needed for Polaris to succeed locally, • Ensure cross functional project and process management, • Maintain high standard of interaction & support Communication, • Action monitoring change and remediation plan Experience (Proficiency): • At least 5 to 10 years working experience in multinational Life Science companies with relevant experience in Finance, Controlling or Consolidation, • Good General Level knowledge of Business processes in the the US market, • Project management experience in big scale programs with > have been part of ERP/SAP initiatives ideally, • Experience in one of the following functions would be a plus e.g. o2C, Finance, S2P or F2P About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Vijay Email: Internal Id: 25-53346

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: BHSI has an exciting opportunity for a Small Commercial Underwriter or Senior Underwriter to join our Excess & Surplus Lines Small Commercial team. This new position will be based in Atlanta, Boston, New York or Chicago and is ideal for an experienced Small Commercial Underwriter with a minimum of 3 years of property and casualty lines underwriting, preferably in a surplus lines environment. This role will be focused on bind underwriting. The successful candidate will be responsible for underwriting General Liability and Property business and will play a key role in growing the new E&S Small Commercial product. The candidate will also be involved with management in the building of a small commercial platform and product offering. You should expect to travel on a monthly basis, depending on business needs. We invite you to apply if you are interested and would like to learn more about the opportunity! Duties & Responsibilities: • Support the build-out and profitable growth of the Excess & Surplus Lines Small Commercial book of business., • Actively manage the evaluation, selection, and pricing of small commercial accounts., • Proactively interact and maintain relationships with distribution partners and intermediaries., • Assist with the development of underwriting appetite, guidelines, and policy forms for expansion opportunities., • Be a positive reflection on the company by demonstrating integrity and leadership in the marketplace. Qualifications, Skills and Experience: • 3 years of minimum prior Small Commercial insurance experience with an insurance carrier or insurance broking firm., • Technical underwriting skill set with expertise in Property and General Liability., • Experience and understanding of policy forms., • Strong verbal and written communication skills., • Excellent analytical and organizational skills. 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 $85,000 to $130,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. 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.

BAGLY Founded in 1980, BAGLY (the Boston Alliance of LGBTQ+ Youth) is a youth-led, adult-supported social support organization, committed to social justice and creating, sustaining, and advocating for programs, policies, and services for the LGBTQ+ youth community in Massachusetts. BAGLY’s vision for 2030 is to be the beacon of light that transforms the lives and landscapes of LGBTQ+ youth in Boston – and beyond! Learn more at . Position Summary BAGLY is seeking an experienced Senior Bookkeeper to join our Operations team in a part-time capacity. This role is essential to maintaining accurate financial records, supporting our mission-driven work, and ensuring compliance with nonprofit accounting standards. The ideal candidate will have extensive QuickBooks Online experience and a deep understanding of nonprofit financial management. This position reports to the Director of Operations. Key Responsibilities Financial Record Management: • Maintain accurate and timely recording of all financial transactions in QuickBooks Online, • Process accounts payable and receivable with attention to detail and deadlines, • Perform monthly bank and credit card reconciliations, • Manage donor contribution recording and acknowledgment processes, • Track restricted and unrestricted funds Grant and Compliance Support: • Assist with all grant-related requests and financial compliance requirements, • Support annual audit preparation and coordinate with external auditors, • Maintain documentation for federal, state, and local reporting requirements, • Ensure adherence to nonprofit accounting principles and GAAP standards Reporting and Analysis: • Prepare monthly financial statements and budget-to-actual reports, • Generate customized reports for leadership team and board of directors, • Support annual budget development and quarterly budget reviews, • Track program-specific expenses and revenue allocation Administrative Duties: • Process payroll and maintain employee financial records, • Coordinate with HR on benefits administration and tax reporting, • Manage fiscal vendor relationships and payment processing Required Qualifications • Bachelor’s degree in Accounting, Finance, or related field, OR equivalent experience, • Minimum 5 years of bookkeeping experience in nonprofit sector, • Advanced proficiency in QuickBooks Online (certification preferred), • Strong understanding of nonprofit fund accounting principles, • Experience with grant reporting and compliance requirements, • Knowledge of federal and state nonprofit compliance obligations, • Proficiency in Microsoft Excel and Google Workspace, • Excellent attention to detail and organizational skills, • Strong written and verbal communication abilities Preferred Qualifications • Knowledge of payroll processing systems (Paychex, BambooHR, etc.), • Experience with donor management systems (Bloomerang, LGL, etc.), • Familiarity with audit processes and external auditor coordination, • Experience with managing finances for state and city contracts, • Previous experience in LGBTQ+ or social justice organizations, • Certified Bookkeeper (CB) or similar professional certification Compensation and Logistics • Hourly Rate: $40/hour, • Schedule: Approximately 2 days/16 hours per week; hours may vary depending on need and time of year., • This position will operate out of BAGLY’s Community Center in downtown Boston, MA. We provide a supportive, mission-driven work environment that values work-life balance and professional growth. Benefits Part-time employees are not eligible to participate in BAGLY’s health and dental insurance plans and do not earn paid vacation time or personal leave. Part-time employees working less than 30 hours a week accrue one hour of earned sick leave per 30 hours worked. All BAGLY employees are protected by workers' compensation insurance for occupational injury or illness. Equal Opportunity Statement BAGLY is an Equal Opportunity Employer. We consider applications for all positions without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law. Frequently cited statistics show that women, LGBTQ+, BIPOC, as well as other structurally marginalized groups apply to jobs only if they meet 100% of the qualifications. BAGLY encourages you to break that statistic and apply. No one ever meets 100% of the qualifications. We look forward to your application. How to Apply Please submit your resume and cover letter addressed to Aaron Gonzales, Director of Operations (PDF preferred) by November 27th, 2025. Applications will be reviewed on a rolling basis. Please, no calls, and email follow-ups are not necessary.

Full-time Description Department: Finance Reports To: Controller Employment Type: Exempt Salary Range: $63,000 - $70,000 per year, depending on experience Location: Boston, MA hybrid (remote 1 day per week; onsite required 4 days per week) Schedule: Monday - Friday, 9:00 a.m. - 5:00 p.m. Local candidates strongly preferred. No agencies, please. Please submit a cover letter with your application. Isabella Stewart Gardner Museum Core Values Isabella Stewart Gardner believed that art had the power to change lives and she built a beautiful, personal, and immersive Museum setting to do so. Today the Isabella Stewart Gardner Museum (ISGM) is a living embodiment of her bold vision; it’s a dynamic place where ideas and creativity in all its forms inspire visitors. Through exhibitions, music, programs, and performances we strive to tell new stories and challenge assumptions by engaging diverse voices and community members. The Isabella Stewart Gardner Museum seeks to connect past with present, develop and sustain mutually beneficial partnerships with our local communities and artists, expand and diversify our audiences, and generate opportunities for creativity. We are firmly committed to creating both an inclusive work culture and a welcoming visitor experience. Our five-year strategic plan outlines the Museum’s core values, goals, and initiatives that serve as a renewal of Isabella’s promise for the Museum to be a place for “the education and enjoyment of the public forever.” Position Summary Finance resources at the Gardner support the Museum’s mission and strategic goals by stewarding the Museum’s financial resources and supporting our colleagues work with vendors and community partners. We are custodians of funds with a high duty to act with utmost integrity and professionalism and to report on the Museum’s activities to its executive leaders and Board of Trustees. Reporting to the Controller, the Staff Accountant position is an integral member of a four-person team. The Staff Accountant is responsible for facilitating all accounts payable recording, reporting and disbursements, paying particular attention to employee reimbursement requests, corporate credit card transactions, and disbursement scheduling. The Staff Accountant is also responsible for cash handling, balance sheet account reconciliations, and other accounting, payroll, financial support, and audit preparation as needed. As part of a small and stable team, growth will be most likely through building and broadening accounting proficiency and knowledge. The Controller is committed to adding responsibilities to the Staff Accountant as aptitude is demonstrated. The ideal candidate will be a proactive problem-solver with a command of technology, capable of automating routine tasks to increase efficiency and shift focus toward higher-value reconciliation and analysis. Essential Functions and Primary Responsibilities Accounts Payable • Primary responsible staff for electronic Accounts Payable workflow, currently managed via BILL.com and Sage Intacct., • Process the weekly payment batches (95% of vendors paid by ACH with small numbers of wire payments and checks)., • Create and maintain a consistent file of vendor information (new and existing) with appropriate tax documentation., • Reconcile Accounts Payable aging quarterly for review by the Controller and annually for the auditors., • Lead preparation of IRS Form 1099-NEC for all required vendors annually., • Maintain records and assist with creating regular reports for the Museum’s vendor demographic data initiative., • Manage credit card activity and submissions via BILL.com and reconcile relevant GL accounts monthly., • Responsible for weekly cash orders and change deposits for the Visitor Services, Museum Store, and Development departments., • Create weekly journal entry to record all cash handling transactions., • Lead monthly recognition of Gift Shop revenue by analyzing and reconciling activity with cash and credit card receipts and preparing monthly journal entry., • Reporting to support monthly sales tax collection filing., • Perform monthly reconciliations of non-primary bank accounts, • Support monthly, quarterly, half-year, and year-end financial closes, including assigned journal entries, balance-sheet account reconciliations, accruals, and overall maintenance of operational management accounts., • Analyze and reconcile on a monthly basis accounts receivable, suspense accounts, prepaid expense balances, payables, and accrued expenses and payroll accounts, plus other GL accounts as assigned., • Verify accuracy of data, and identify and correct errors. Initiate problem-solving and complete independently where appropriate, or recommend solutions to Controller., • Journalize departmental expense allocations for postage and miscellaneous shared accounts., • Prepare monthly recurring journal entries., • Manage various projects and assignments as directed, including tasks associated with monthly financial reporting, annual financial audits, and annual tax/statutory filings., • Co-manage annual Gardner Ambassador college intern, training and mentoring them in basic Finance tasks, and working with Accounting Supervisor to design meaningful work projects for the intern., • Automate key financial workflows within Sage Intacct, including accounts payable (AP), expense management, journal entries, and bank reconciliations, to increase efficiency and accuracy. The ideal candidate is enthusiastic about details, is organized, and is an excellent communicator. Candidates should have: • At least one year of related work experience required., • Minimum of Bachelor’s degree in business, finance, or accounting., • High degree of integrity, and discretion with confidential information., • Proficiency in the use of spreadsheets (Excel and Google Sheets) and accounting software., • Experience with Sage Intacct. Bill.com is a plus., • Demonstrated problem-solving skills., • Strong communication skills; ability to correspond effectively with internal staff and external customers at all levels., • Self-directed and comfortable working remotely; but must also able to work onsite 4 days per week., • Ability to deliver a high volume of work consistently and independently in an accurate and timely manner., • Flexibility, patience, and a commitment to collegiality with a commitment to fostering an inclusive environment., • Curiosity about art and museums., • Legal authorization to work in the United States. The Museum is committed to affording equal opportunity to qualified individuals regardless of race, color, religion, age (40 or older), disability, national origin, sex, gender identity, sexual orientation, genetic information, pregnancy, childbirth or related conditions, ancestry, or status as a veteran. Consistent with our core values and our founder's legacy, the Museum is dedicated to building a work community that fosters collaboration, excellence, belonging, and a diversity of perspectives and experience. Request an Accommodation Applicants with disabilities who are unable to access ISGM's online application system fully may contact us at for assistance with a reasonable accommodation. Salary Description $63,000 - $70,000 per year

Job Description About us We are a growing property management company, with 38 years of service, overseeing state-of-the-art and luxury residential buildings across the Boston metro area. We are actively seeking an Accounts Payable Clerk to join the MMC Team! This position is scheduled to work Monday through Friday from 9:00 am until 4:00 pm for a total of 35 hours per week. The Accounts Payable Clerk works collaboratively with the accounting team to successfully deliver outstanding customer service to our clients by providing timely and accurate data entry of invoices for all properties. Duties include but not limited to: • Review and process a high volume of invoices accurately., • Perform bi- weekly check runs, matches invoices with payments, and submit for signature., • Mail payments to vendors., • Precise filing of open/paid invoices., • Research and resolve discrepancies on invoices., • Set up new vendors., • Weekly maintenance of vendors COI information., • Minimum of three (3) years of accounts payable experience., • Working knowledge of Microsoft Word and Excel., • Must have experience using Microsoft Outlook to communicate with coworkers and vendors., • Strong interpersonal skills with the ability to consistently maintain a professional demeanor with coworkers and vendors., • Ability to communicate clearly with coworkers and vendors (verbally and in writing)., • Must be reliable, responsible, honest, and ethical., • Ability to resolve common coworker and vendor questions or escalate them to the Accounting Supervisor as is appropriate., • $25.00 to $28.00 per hour, commensurate with experience., • Medical and dental benefits, eligible on first day of employment., • Paid Time Off (PTO)., • Paid holidays., • 401(k) Profit Sharing Plan with company match., • Employee Assistance Program (EAP) is available 24 hours a day on weekdays and weekends to employees and family members., • Free on-site parking available and MBTA accessible., • Employee referral bonus program. Monday through Friday 9:00 AM to 4:00 PM

Job DescriptionDescriptionFirm: Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer’s Top Workplaces, a seven-time recipient of Ohio Magazine’s Best Places to Work and consistently ranked among the Top 50 Best of the Best Firms by Inside Public Accounting. These accolades highlight how our firm is managed and reflect our commitment to fostering a supportive and dynamic environment—one that nurtures career growth and provides long-term opportunities for advancement, leadership, and potential ownership. Since 1919, we have been dedicated to delivering exceptional professional services across accounting, tax, forensic, and consulting disciplines. Our expert team—CPAs, CFEs, CFFs, advisors, and auditors—brings deep expertise, insight, and tailored strategies to help clients navigate complex challenges, enhance business success, and thrive in today’s global economy. Investigative Accounting Internship positions available:August 2026 – December 2026 Start and End Dates are flexible. Opportunity:During your internship, you’ll get real-world experience working with talented professionals in investigative accounting engagements that involve working with commercial property insurers in evaluating physical damage and business income losses suffered by businesses resulting from catastrophes. Projects may include reviewing and analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations and economic damage evaluations. Assignments provide exposure to a wide range of industries from small local retail stores to multinational entities. Qualifications:The successful candidate will have the following requirements: * Junior or senior level student * Accounting major Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $30 - $32 an hour.

Job Description Summary Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers. Duties • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes., • Operate computers programmed with accounting software to record, store, and analyze information., • Comply with federal, state, and company policies, procedures, and regulations., • Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software., • Reconcile or note and report discrepancies found in records., • Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal., • Perform general office duties, such as filing, answering telephones, and handling routine correspondence., • Compare computer printouts to manually maintained journals to determine if they match., • Monitor status of accounts to ensure that payments are up to date., • Match order forms with invoices and record the necessary information. Requirements • Data entry software, • Intuit QuickBooks, • Microsoft Office, • Calculate financial data., • Maintain account records., • Compile data or documentation., • Code data or other information., • Search files, databases or reference materials to obtain needed information., • Operate office equipment., • Answer telephones to direct calls or provide information., • File documents or records., • Compile data or documentation. Benefits Full benefits, health, dental, 401k, life insurance, and more

Job Description Company Overview Force Factor is on a mission to disrupt the global health and wellness industry by creating innovative health products that help consumers Unleash their Potential. Our vitamins, supplements, and better-for-you foods are scientifically formulated to help create healthier and happier lives for people of all kinds. Our award-winning products are sold in thousands of retail and eCommerce stores nationwide, including Walmart, Amazon, Walgreens, Target, CVS, The Vitamin Shoppe, Sam's Club and iHerb. Currently, more than 35,000 people buy our products daily, and that number is growing every month. You have the potential to make a real impact on people's lives by working at Force Factor to create products that Unleash Potential! Culturally, think of us as an intense, meritocratic, and exciting high-growth startup that has survived and thrived through its first decade of rapid evolution and is now thinking about how to scale up and conquer the next decade's challenges and opportunities. We've accomplished a lot in our first 16+ years, but fundamentally know that we're just at the beginning of our journey, and that's where you come in! We need the smartest, highest energy people with real integrity who are looking to join an ambitious, hard-working team. Force Factor is based in Boston's innovative Seaport District. Our team is filled with passionate, dedicated, and inspiring people operating with an ownership mindset (which is easy because we are entirely privately held and plan to stay that way). If you love a challenge, enjoy acting with urgency, and prefer to opt into a high-performance culture, when you join us, you'll feel like you've finally come home. Our private ownership structure is designed for the long term to enable huge opportunities for key team members to learn a ton, work with other A players and generate significant wealth, and we hope you'll choose to help us build an enduring and successful business for decades to come. There are two reasons we're included on Bain's Insurgent Brands list of high-achieving CPG brands outperforming market growth: our people and our culture. The Internship As a Finance and Accounting Intern, you will gain valuable hands-on experience by supporting our team in managing daily financial and accounting operations. Your analytical skills, time management abilities, and attention to detail will be critical in ensuring accurate financial reporting and contributing to the financial health of our organization. Individuals selected for our Internship Program will actively contribute to our company's growth while benefiting from hands-on experience, mentorship, and professional development. Our internship program is based five days a week in the Seaport District of Boston. Throughout the summer, interns will work on impactful projects that directly influence our brand's progress. Additionally, interns will engage in a collaborative group project, playing a key role in driving significant advancements within a specific area of our organization. Key Responsibilities: • Invoice Management: Process invoices and resolve any variances between internal and external records to maintain accurate financial records., • Journal Entries: Create and manage entries for financial transactions., • Payment Handling: Reconcile payments from various vendors and ensure records are up-to-date., • Financial Reconciliation: Support daily financial reconciliation activities to aid in reporting., • Forecast vs. Actual Analysis: Support the analysis and presentation of forecast vs. actual results for monthly reconciliation activities., • Must be enrolled in a full-time undergraduate degree program at an accredited 4-year institution. This opportunity is open to all undergraduate students, from first-year students to seniors., • Demonstrated ability to balance academic and extracurricular commitments (i.e., work experience, clubs, volunteer activities, teams, etc.)., • Basic understanding of financial statements (Income Statement, Balance Sheet, Cash Flow Statement)., • Knowledge of fundamental accounting principles, including debits and credits., • Proficiency in Excel, with the ability to create and manage spreadsheets for financial analysis. Knowledge of NetSuite is a plus., • A performance-focused, results-oriented approach - you will need a strong work ethic and drive to achieve results., • Ownership mentality, self-motivation, ambition, and entrepreneurial spirit., • Excellent interpersonal, communication, project management, and time management skills., • Ability to thrive in a fast-paced, dynamic, and deadline driven environment., • Self-motivated with the ability to prioritize and execute multiple concurrent tasks., • Detail-oriented, driven, and organized high performer with an insatiable desire to win.

Job Description Company Overview Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Accounting Associate below! Job Description We are seeking an Accounting Associate to join our Family Office team! This individual will be a key team member responsible for the daily accounting and operations for a portfolio of assigned families and/or engagements. If you have the skillset and experience needed for the role, including general accounting knowledge, an understanding of quality communication and responsiveness, an attention to detail regarding accuracy and timeliness, can anticipate needs through proactively seeking solutions, and following through on work and open items, then we encourage you to apply! Responsibilities include, but are not limited to: * Manage general ledger / chart of accounts and identify mistakes or errors * Follow Engagement’s standard operating procedures (SOP) * Ownership of bill pay: review and catch mistakes and ensure all invoices are entered within the system for processing * Ownership of family receivables: accounts receivable, loan and services such as preparation of invoices, issue resolution, and ensuring timely deposits * Treasury management: process and reconcile all activity for banking, credit cards, custody / brokerage accounts, alternative payment methods, and retirement accounts * Prepare funding requests * Ownership of asset tracking process: real property, collectibles, other assets, and preparation of journal entries as necessary * Investment and partnership accounting: prepare journal entries and reconcile investment accounts * Reporting and analytical review with proficient use of software * Assist with tax return payments: follow tax deadlines to process payments in a timely manner (checks via certified mail / EFT via federal and state portals / EFT via banking system) * Communicate cash needed for tax payments to the team * Assist with estate related tasks and projects, as needed * Understand basic insurance program and identify key life events which trigger coverage adjustments * Occasionally assist with concierge special projects * Organize and process payroll for employees (household and / or business) as per the SOP and workflow * Relationship management: establish a working relationship with external providers and the family to ensure a professional working relationship * Communicate with team members proactively and continuously * Assist with ad hoc projects and family requests, as needed Qualifications * Minimum of an associate degree in accounting or related area * Bachelor's degree in accounting or related area preferred * 1-3 years prior accounting or related experiences, client service-oriented experience preferred * Proficient in general ledger software, bill pay software, Microsoft Office, & CRM systems Skills & Experiences for Success * Strong organizational skills, candidate can prioritize work and meet internal and external deadlines * Strong knowledge of debits, credits and general ledger / chart of accounts with the ability to adhere to previous categories and engagement specific processes * Basic understanding of asset classes for brokerage accounts, alternative investments (private equity, hedge funds, etc.) * Basic understanding of capital statements, capital calls and distributions, NAV / profit allocations and partnership allocations * Familiar with basic estate documents: wills, POA's, trusts, living will, etc. * Experience working in and/or knowledge of family offices and high net worth individuals a plus * Strong verbal and communication skills * Ability to recognize areas for process improvement and provide feedback to team for continued development of best practices * Willingness to participate in company events, understands the importance of firm culture * Eagerness to learn and attend training sessions to expand knowledge base Compensation & Benefits We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Job Description Job Purpose STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of industrial properties in 41 states. The company has approximately 600 industrial properties in its portfolio. The Financial Reporting Accountant is responsible for assessing accounting implications on acquisition/lease transactions, verifying valuation reports are correct for acquisitions under ASC 805, and assisting in the preparation of periodic financial statements (Forms 10-Q and 10-K) required for external reporting. Duties and Responsibilities • Read and summarize lease accounting implications for acquisitions, new/renewal leases, and termination agreements., • Review third party purchase price allocation reports for new acquisitions to ensure accuracy and reasonableness under ASC 805. Coordinate with third party preparer and company analysts to ensure timely delivery of reports., • Work with the Financial Reporting Manager to roll forward, prepare, and tie out the 10-Q and 10-K SEC filings. Prepare various underlying work papers for financial reporting., • Work with the Financial Reporting Manager to roll forward and prepare certain aspects of XBRL., • Create manual straight-line rent schedules and tie out system generated SL rent schedules., • Perform other duties as assigned. Qualifications • Bachelor’s degree in Accounting required., • 1-3 years of public accounting experience required. Big 4 experience preferred., • Real estate industry knowledge preferred., • Excellent computer skills with advanced proficiency in MS Excel., • Organizational skills with ability to set priorities, manage multiple projects and meet deadlines., • Candidate should have a learning mentality, showing a high level of initiative, while demonstrating accountability and a shared sense of commitment to the organization., • Self-starter capable of finding solutions with minimal supervision., • Ability to work under pressure and tight deadlines., • Ability to work independently, as well as part of a team., • Adaptable to changing demands. Working Conditions Position does not require special working conditions. Position works in an office setting utilizing a laptop provided by company for work related matters. Direct Reports Position has no direct managerial responsibilities. Salary Range: $65,000- $80,000 annually This range reflects the expected base salary for this position. Base salary for any individual depends on factors such as relevant experience and skills, education, and salaries and other compensation of co-workers. Base salary is one component of overall compensation, which, for this position, includes annual bonus opportunity and Company-paid benefits.

Fantastic opportunity to join a leading international law firm's Conflicts department. This is a hybrid role requiring 3 days in office per week (Boston). The role of the Senior Conflicts Attorney is to be a trusted adviser to the business, providing high quality support and solutions with regards to conflicts of interest and other business acceptance matters. It requires an individual with the ability to develop strong working relationships to be a "go to" and accessible person for queries and concerns from around the world. With a high level of autonomy, you will be responsible for identifying solutions and participating in strategic projects as part of the firm's horizon-scanning team, inputting into the strategic direction of the firm's regulation. Responsibilities • Analyzing and resolving professional, legal, regulatory and commercial issues relating to business acceptance and client engagement, • Referring commercial issues to relevant stakeholders, including practice group heads and office/regional heads., • Drafting waivers and consent language required in the resolution of conflicts of interest issues., • Reviewing and analyzing conflicts of interest issues with respect to incoming lateral hires., • Monitoring changes in practice, professional rules, regulations and the law as affects business acceptance and client engagement globally so that these can be reflected in the business acceptance and client engagement process and policies., • Assisting in the creation, ongoing development and implementation of the firm's global business acceptance and client engagement policies, processes and systems., • Assistance in monitoring information barriers including setting up information barriers, information barrier clearances on walled matters and responding to queries on the firm's procedures., • Stay current with recent research and thinking on ethics and conflicts best practices and rules across jurisdictions in which the firm has offices. Maintain a sophisticated, relevant base of knowledge in these areas. Requirements • J.D. required. Preferably admitted in NY, DC or TX, • 6+ years demonstrable track record as a Conflicts Attorney with a top tier international law firm is required, with a strong background in multijurisdictional transactions or dispute resolution., • Interest in developing mentoring skills, • Commercial mindedness and possession of a strong legal skill set., • Ability to analyze facts and scenarios thoroughly and make recommendations to effectively resolve legal and commercial problems

Masis Staffing Solutions is assisting our client in hiring an Office Manager for their Chelsea, MA location. This is a temp-to-perm opportunity with strong long-term career potential. The role also requires proficiency with QuickBooks and experience handling invoicing and basic accounts payable/receivable. The Office Manager will be the first point of contact for visitors, support onboarding of new hires, and help manage office operations including invoicing and accounts payable/receivable in QuickBooks. We’re looking for someone friendly, detail-oriented, and proactive who enjoys creating a positive and well-organized work environment. Starting Salary: $30–$35/hr (based on experience) Schedule: Onsite, Monday–Friday | 8 a.m. to 4 p.m. What You’ll Do • Oversee daily office operations and vendor relationships, • Handle invoicing and expense tracking in QuickBooks, • Support HR activities like onboarding and scheduling, • Previous experience as an Office Manager or Administrator, • Proficiency in QuickBooks and Microsoft Office Suite, • Strong communication and multitasking abilities, • Temp-to-perm position with career growth potential, • $30–$35/hr based on experience, • Consistent weekday schedule (no nights or weekends), • Positive team culture and collaborative environment

Position: Senior Manager, Administrative Services All-In Compensation $135,000 - $155,000 with Base + Bonus + Profit Sharing! NOTE: Must have experience leading, mentoring, and managing a large team of Administrative Professionals. This role is based in Boston, MA (Hybrid) and does require occasional travel to other office locations. Overview Our client, a highly respected professional services firm is seeking an experienced, service-oriented leader for our client to oversee administrative operations and provide high-level Executive Assistant support to the Senior Partner. This hybrid role blends team leadership with hands-on executive support, ensuring both organizational efficiency and first-class service delivery. The ideal candidate will bring proven leadership experience in professional services, excellent organizational skills, and the ability to balance strategic initiatives with day-to-day operational management. Key Responsibilities Administrative Leadership • Lead and manage a team of administrative and executive support professionals across multiple locations., • Oversee daily operations, workflow, and workload allocation to maintain a high standard of service., • Partner with business leaders to assess needs, align resources, and continuously improve service delivery., • Recruit, onboard, mentor, and retain high-performing administrative staff., • Conduct regular performance reviews and support professional development., • Manage the senior partner’s complex calendar, scheduling, and travel arrangements., • Act as the first point of contact for the senior partner, handling correspondence, calls, and meeting preparation., • Prepare agendas, briefing documents, and presentations for meetings and events., • Support expense reporting, document management, and confidential projects., • 8+ years in administrative leadership, preferably in PE, VC or Consulting., • Direct management experience of mid-to-large teams., • Demonstrated success in both strategic planning and hands-on operational oversight., • Advanced organizational, multitasking, and communication skills., • Strong stakeholder management abilities at senior levels., • Experience with workflow management tools and administrative technology platforms. #LI-HR1 #ZR

With day-to-day responsibility for a broad range of legal matters, the primary purpose of the role is to advise and/or to procure legal advice and manage legal risk/matters arising across the ZEDRA Group with a particular focus on the US and Funds service line. Reporting to the Group’s General Counsel or his deputy, you will provide support to the wider ZEDRA Group with regard to legal problem solving in the context of its routine operations, assist in growing and developing service offerings in conjunction with the Commercial and Compliance teams, and generally act as a trusted advisor on matters requiring legal assistance. You will assist and support the business in achieving its strategic, financial, and operational goals in line with the local regulatory and legal framework. This role aims to safeguard ZEDRA’s reputation and integrity within the legal and regulatory frameworks it operates. *Role can be based in Boston or Miami within a commutable distance to the ZEDRA office. Key Accountabilities • Give accurate and timely counsel to executives on a variety of legal topics with a particular focus on our Funds services line across our US offices., • Advise ZEDRA entities on the formation, operation and ongoing compliance of private and registered investment funds., • Collaborate with management to devise efficient strategies in connection with contentious matters., • Research and evaluate different risk factors regarding business decisions and operations., • Apply effective fiduciary risk management techniques and offer proactive advice on possible legal issues arising across the ZEDRA Group., • Communicate and negotiate with external parties (external counsel, public authorities etc.), on a broad range of legal matters as they arise., • Draft and negotiate agreements, contracts, and other legal documents to ensure protection of the ZEDRA Group., • Problem solve and offer thought leadership in respect of complex matters with multiple stakeholders., • Provide clarification on legal language or specifications to everyone in the ZEDRA Group (along with relevant training)., • Maintain and disseminate current knowledge of alterations in applicable legislation and regulation., • Collaborate with the Group General Counsel and wider Group Legal team as required., • Supporting the Group Head of Commercial regarding the business development elements arising from the role., • Supporting the Global Head of Risk and Compliance. Knowledge & Experience The role-holder must have had at least 8 years PQE working in an international law firm or in-house practice (with practical experience connected to at least one area relevant to the ZEDRA Group) with a civil law background. Experience of working within a fast-paced, fast-evolving and dynamic legal environment is also required. The candidate must also have a demonstrable track record producing effective and high-quality (and commercial) legal advice to departmental heads within a business and/or to external clients. A suitable candidate will also have proven experience in relationship management, leadership and the development of talent that subsequently drives value across the business. Legal Skills: The role holder must have the ability to identify and remedy complex legal issues without adopting a default position of seeking external legal advice. They must also have exceptionally good skills in legal negotiation. They should be able to assess the risk, determine the course of action and convey this to the business taking into account the legal and commercial risks in any given matter. Forming a view that can be supported by robust legal argument is key. Technology Skills: The role holder must additionally be technologically adept and possess excellent computer skills. They must have good MS Office, MS Excel, and PowerPoint skills, which will be necessary in the creation of various legal documents and engaging presentations as necessary. Managerial Experience: The role holder will have demonstrable experience of leading, coaching and supporting colleagues whether that be in the context of junior lawyers, trainees or paralegals. The role holder will act in a supportive role to their direct reports in the management of their team and will coach and guide them in developing their own supervisory skills. Leadership Skills: Good leadership skills having ability to influence cross-functional teams towards a unified direction along with the business’s senior leadership and relevant stakeholders. Interpersonal Skills: The role holder must be a result-driven and service-driven individual, must have exceptionally good problem solving skills, be highly adaptable and flexible, work comfortably in a fast-paced and dynamic environment, have an ability to handle multiple simultaneous tasks and meet tight deadlines, be proactive and self-motivated, have a keen eye for detail, and have an ability to remain calm and composed during times of uncertainty and stress. Communication Skills: The role holder will also need exceptionally good communication skills in this highly collaborative and interactive capacity where clarity is key and will determine how effectively collaborative tasks are executed. The role holder must be capable of drafting high-value legal documentation, which must be accurate, unambiguous, concise, and conclusive. The role holder must hold a current practicing certificate/license to practice law in at least one of the US states where ZEDRA has an office, with significant legal experience in Funds . For more information or to request a copy of the full job description, please email All agency emails and queries should be sent to

*Please only apply if you are local to BOSTON, and able to work onsite without relocating * We are seeking a highly analytical and collaborative Senior Data Analyst to support a complex SAP R/3 to S/4HANA finance migration. This individual will play a key role in Enterprise Data Warehouse and Operational warehouse ensuring the Finance Data Mart and warehouse is accurate and business alignment through detailed EDW mapping, validation, and testing efforts across financial domains in EDW. This is a hybrid/in-person role, requiring regular on-site collaboration with business partners, data engineering teams, BI developers, and SAP stakeholders. The ideal candidate brings a strong background in data analysis, finance, testing, and enterprise systems with a hands-on mindset. About the Role Key Responsibilities: • Lead the creation and maintenance of EDW data mapping documentation between EDW and Finance system (SAP)., • Collaborate with business and functional leads to gather and clarify financial data transformation and reporting requirements., • Support data profiling, cleansing, transformation, and validation activities., • Assist in writing and executing test strategies, including:, • Unit testing, • Functional integration testing, • User acceptance testing (UAT), • Work closely with the BI reporting team to validate data structures and support post-migration reporting needs., • Partner with data engineers and solution architects to define and verify transformation rules., • Log and track issues and support resolution during test cycles; maintain appropriate testing and validation documentation., • Contribute to SteerCo reporting, providing data readiness updates, issue status, and impact summaries., • Work with Project Managers to maintain and support the RAID log (Risks, Assumptions, Issues, Dependencies)., • Collaborate with offshore and onshore teams to align on requirements, deliverables, and timelines. Qualifications Required Qualifications: • 6+ years of experience in data analysis, preferably in finance or enterprise data systems., • 2+ years working on SAP., • Proficient in SQL and familiar with data validation and reconciliation techniques., • Functional knowledge of SAP finance modules (GL, AP/AR, FA, CO)., • Experience with data mapping, data dictionaries, and transformation logic documentation., • Hands-on experience writing and executing test plans including functional integration testing., • Strong analytical and communication skills, with ability to work onsite with business stakeholders., • Proficiency in Microsoft Excel and BI tools like Power BI, Tableau, or SAP Analytics Cloud. Preferred Skills • Familiarity with Finance Accounting Transformation and Finance data migration., • Experience supporting financial reconciliation, audit readiness, or compliance-driven data initiatives., • Exposure to cloud-based data platforms (e.g., Snowflake, AWS, Azure)., • Comfortable working in hybrid project delivery environments with Agile or waterfall elements.

Please send current resumes directly to Rekhu Chhetri, Sr. Recruiter- YOH SPG LinkedIn Profile: 100% Remote Contract // Senior Market Data Analyst deep expertise in Bloomberg, FactSet, and Refinitiv (Reuters) Working EST hours (Client is looking for candidates based on EST/CST time zone) Seeking an experienced Senior Market Data Analyst to design, implement, and manage market data solutions across a complex financial services organization. This individual will play a strategic role in shaping the firm’s market data strategy, including governance, vendor management, and implementation of best-in-class tools and services to support both public and private markets. The ideal candidate brings deep expertise in Bloomberg, FactSet, and Refinitiv (Reuters), combined with hands-on experience building and scaling a market data management function within an investment or asset management environment. As part of our Global Data Team, the successful candidate will play a key role in developing our data capabilities for Project Everest Initiative while maintaining a global perspective collaborating with global data teams across Europe and APAC • You will be a key player in the newly created Reference Data team within the exciting data transformation program and will be part of an entrepreneurial and innovative culture., • The role will be impactful and varied, from hands-on to strategic.We will count on you to have skills on:, • Data Sourcing and Management:, • Perform analysis to acquire new datasets from internal and external sources., • Build and maintain relationships with external market data providers, from a day-to-day operational perspective, • Understand and administer appropriate data permissions for investment professionals, • Track and report on key metrics for data governance and ensure data quality and integrity throughout its lifecycle., • Conduct regular audits and reconciliations to ensure data accuracy and completeness., • Data Analysis and Reporting:, • Monitor existing data feeds and identify ways to improve data flow, quality, and consumption., • Analyze market data to identify trends based on requests and design solutions the minimize the need for additional licenses., • Create and maintain processes to generate accurate and timely reports, helping stakeholders, • Cross-functional Collaboration:, • Support investment teams by handling data requests, onboarding new content, managing access, and resolving issues., • Liaise with various internal departments, solution partners regarding market data requests, • Troubleshoot data issues by working with business and vendor teams, • Address any data quality issues as part of the validation process, • Understand the evolving data requirements of business partners and match them with the best market solutions., • Market Data Strategy & Implementation, • Lead the rollout of a firmwide market data implementation practice, ensuring alignment with business, technology, and compliance goals., • Design an approach to rationalize market data requests from multiple stakeholders and a scalable solution to meet a varied range of needs, • Define and implement data governance policies, usage standards, and cost optimization processes., • Evaluate, select, and integrate market data platforms (Bloomberg, FactSet, Reuters, and others) into business workflows and enterprise systems., • Review and interpret complex market data contracts to ensure compliance with licensing, entitlements, and redistribution policies., • Identify opportunities for cost savings, contract consolidation, and service optimization., • Present strategic recommendations and business cases to senior management on market data solutions and organizational impact., • Data Governance & Compliance, • Develop and maintain data governance frameworks and operating models to ensure compliance with market data usage policies., • Partner with legal, compliance, and finance teams to oversee audit readiness and mitigate market data risk exposure., • Market Data Analytics & Optimization, • Conduct usage analysis and reporting to optimize data consumption and reduce redundant feeds., • Embrace solving data challenges within a complex, siloed and global environment, • Be solution and delivery oriented finding pathways to solutions by breaking down problems that are to be expected each step of the way, • Adapt to internal team and external team working styles flexing as needed, • Recognize when to take direction versus when to operate independently, • Balance selective use of escalation by driving to solutions with effective collaboration, • Engage closely with key stakeholders across business to identify reference data requirements and collaborate cross functionally to deliver data solutions., • Strong communication to navigate an environment that lacks clarity with ability to make informed decisions on design with limited requirements using deep data analysis as aid, • Support and influence the development of the overall data delivery strategy. Business Skills • Bachelor’s degree in Finance, Economics, Information Systems, or a related field (Master’s preferred)., • 7+ years of experience in market data management, data governance, or investment operations within financial services., • Deep knowledge of Bloomberg, FactSet, and Reuters (Refinitiv), including data licensing models and entitlement structures., • Strong understanding of both public and private market investment data needs., • Proven experience standing up or transforming a market data function, including governance and vendor relationship frameworks., • Familiarity with data contracts, licensing terms, redistribution rights, and compliance audits., • Experience with market data inventory and cost management tools (e.g., MDM, DACS, FITS, TRG, MDSL)., • Exposure to cloud-based data distribution models and API integration., • Understanding of index, reference, and alternative data landscapes., • Strong proficiency in data management and analysis tools., • Advanced Excel skills are essential, • Experience with SQL for data manipulation and analysis., • Familiarity with data visualization tools (e.g., Tableau, Power BI) is beneficial., • Ability to work with IT to onboard new feeds that will include providing requirements and do corresponding testing, • Excellent communication and presentation skills; ability to create and deliver proposals to senior leadership., • Deep data analysis extracting data, performing pattern recognitions, reverse engineering data entities, relationships, characteristics to arrive at business concepts and bridging gaps in business understanding, • Mapping data flows, process flows and business flows out of vast amounts of enterprise level datasets, • Deep Knowledge of master data management and reference data design principles and its impact to downstream usages, • Deep knowledge of data management within MDM environment life cycle and cross-environments (ex. implementation of universal identifiers), • Bring familiarity with integrating disparate data eco systems, data models, data pipelines and supported business workflows., • Deep Experience with data modeling, ETL processes, and database management systems, with a focus on supporting business needs., • Familiarity with data governance principles and practices, including metadata management and data quality assurance., • Strong analytical skills using tools such as Excel, Vision, PowerPoint, Word., • Strong proficiency in SQL, RDBMS (Oracle/SQL Server), structured and unstructured data analysis, • Outcome oriented, energetic, proactive, critical thinking and a desire to see things done efficiently., • Entrepreneurial approach to problem solving balancing the needs for tactical and strategic solutions., • Ability to look for quick wins for the business teams using principles of design thinking in an agile delivery model., • Ability to work with competing priorities and facilitate prioritization discussions with the business., • Ability to work creatively in a plan, build, and operate mindset as solutions are developed and implemented., • Ability to communicate complex issues in a simple and coherent manner., • Attention to detail, and proven track record in project management and engaging with a variety of stakeholders., • Excellent problem-solving skills and the ability to work independently in a fast-paced, dynamic environment. Estimated Max Rate: $100.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:

Please send current resumes directly to Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG 100% Remote Contract // Principal Market Data SME with hands-on experience leading the rollout of a firmwide market data implementation practice Working EST hours (Client is looking for candidates based on EST/CST time zone) MUST HAVE • Lead the rollout of a firmwide market data implementation practice, ensuring alignment with business, technology, and compliance goals., • Prior experience playing a strategic role in shaping the firm’s market data strategy, including governance, vendor management, and implementation of best-in-class tools and services to support both public and private markets.Seeking an experienced Senior Market Data Analyst to design, implement, and manage market data solutions across a complex financial services organization. This individual will play a strategic role in shaping the firm’s market data strategy, including governance, vendor management, and implementation of best-in-class tools and services to support both public and private markets. The ideal candidate brings deep expertise in Bloomberg, FactSet, and Refinitiv (Reuters), combined with hands-on experience building and scaling a market data management function within an investment or asset management environment. What can you expect? • An exciting opportunity to join one of our largest and most rapidly-growing business areas – Investment Solutions, • As part of our Global Data Team, the successful candidate will play a key role in developing our data capabilities for Project Everest Initiative while maintaining a global perspective collaborating with global data teams across Europe and APAC, • You will be a key player in the newly created Reference Data team within the exciting data transformation program and will be part of an entrepreneurial and innovative culture., • The role will be impactful and varied, from hands-on to strategic. We will count on you to have skills on: Data Sourcing and Management: • Perform analysis to acquire new datasets from internal and external sources., • Build and maintain relationships with external market data providers, from a day-to-day operational perspective, • Understand and administer appropriate data permissions for investment professionals, • Track and report on key metrics for data governance and ensure data quality and integrity throughout its lifecycle., • Conduct regular audits and reconciliations to ensure data accuracy and completeness.Data Analysis and Reporting:, • Monitor existing data feeds and identify ways to improve data flow, quality, and consumption., • Analyze market data to identify trends based on requests and design solutions the minimize the need for additional licenses., • Create and maintain processes to generate accurate and timely reports, helping stakeholdersCross-functional Collaboration:, • Support investment teams by handling data requests, onboarding new content, managing access, and resolving issues., • Liaise with various internal departments, solution partners regarding market data requests, • Troubleshoot data issues by working with business and vendor teams, • Address any data quality issues as part of the validation process, • Understand the evolving data requirements of business partners and match them with the best market solutions.Market Data Strategy & Implementation, • Lead the rollout of a firmwide market data implementation practice, ensuring alignment with business, technology, and compliance goals., • Design an approach to rationalize market data requests from multiple stakeholders and a scalable solution to meet a varied range of needs, • Define and implement data governance policies, usage standards, and cost optimization processes., • Evaluate, select, and integrate market data platforms (Bloomberg, FactSet, Reuters, and others) into business workflows and enterprise systems., • Review and interpret complex market data contracts to ensure compliance with licensing, entitlements, and redistribution policies., • Identify opportunities for cost savings, contract consolidation, and service optimization., • Present strategic recommendations and business cases to senior management on market data solutions and organizational impact.Data Governance & Compliance, • Develop and maintain data governance frameworks and operating models to ensure compliance with market data usage policies., • Partner with legal, compliance, and finance teams to oversee audit readiness and mitigate market data risk exposure.Market Data Analytics & Optimization, • Conduct usage analysis and reporting to optimize data consumption and reduce redundant feeds., • Support the development of dashboards, KPIs, and reporting tools to monitor data performance and costs.Operating Style, • Embrace solving data challenges within a complex, siloed and global environment, • Be solution and delivery oriented finding pathways to solutions by breaking down problems that are to be expected each step of the way, • Adapt to internal team and external team working styles flexing as needed, • Recognize when to take direction versus when to operate independently, • Balance selective use of escalation by driving to solutions with effective collaboration, • Engage closely with key stakeholders across business to identify reference data requirements and collaborate cross functionally to deliver data solutions., • Strong communication to navigate an environment that lacks clarity with ability to make informed decisions on design with limited requirements using deep data analysis as aid, • Support and influence the development of the overall data delivery strategy. Estimated Max Rate: $110.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:

Events Coordinator We’re seeking someone who loves organization, thrives in a busy environment, and enjoys making sure every detail of an event comes together seamlessly. This role sits within a small events function and works closely with team members across marketing, communications, and leadership. You’ll jump between creative tasks, logistics, communication, and on-site support, helping ensure each event runs smoothly from planning to execution. Occasional travel (around 20%) is part of the role. What You’ll Do You’ll touch nearly every part of the event process, including: • Preparing attendee materials—everything from badges to labels to small branded items, • Keeping track of team schedules, shared inboxes, and key event timelines, • Building and monitoring guest lists and responses, • Managing gifting: sourcing items, coordinating orders, assembling sets, and sending them out, • Helping organize coaching or meeting schedules tied to specific programs, • Monitoring inventory of event supplies and restocking as needed, • Coordinating shipment of materials to and from event locations, • Assisting with event registration and check-in when on site, • Handling invoices and keeping expense information organized, • Putting together simple slide decks that outline venue options or logistics, • Clear, professional communication, • Sharp attention to detail, • Creativity and willingness to find solutions when plans shift, • Ability to juggle multiple requests without losing accuracy A bachelor’s degree in event planning, marketing, hospitality, or a related field is preferred, but equivalent experience is welcomed.

Role: Functional Data Domain Lead – Investments Location: Boston (Hybrid) The Functional Data Domain Lead – Investments will be responsible for driving the design, integration, and governance of investment data across the enterprise. This role will serve as the primary liaison between the Investment, Technology, and Data Engineering teams to ensure data integrity, accessibility, and alignment with strategic investment objectives. Key Responsibilities: · Strong understanding of Investment data management and reporting processes · Partner with Investment teams to understand their technology needs and challenges related to Investment data, analytics, and portfolio management · Collaborate with IT team and architects to design, develop and implement technology solutions aligned with investment strategies · Oversee the integration of investment data from various sources into a central platform for efficient analysis and reporting · Stay up to date on emerging technologies relevant to Insurance Investments like machine learning, AI, cloud computing. · Participate in the development of a technology roadmap to support future investment needs and growth · Communicate project progress and status updates to stakeholders effectively · Identify and manage project risks, develop mitigation plans and ensure project success · Demonstrate excellent communication, presentation and interpersonal skills · Possess strong analytical and problem-solving abilities to navigate complex financial situations · Possess Hands-on experience with querying and analyzing data using SQL (or similar languages) · Ability to manage multiple priorities and deadlines effectively · Excellent communication and stakeholder management skills · Having min 12+ years of relevant professional experience in investment data management Preferred Qualifications · Strong background in statistical analysis, machine learning, and data visualization · Experience with data warehouse and business intelligence initiatives

Job DescriptionSUMMARY / OBJECTIVE: The Digital Banking Manager provides leadership and oversight in the daily operations of the Digital Banking team; including the direct management of a team of Digital Banking Specialists. The Digital Banking Manager works to ensure the smooth operation of the bank’s online account opening (including both Northern Bank Direct and NBTC.com accounts) and personal online banking platforms. This role is expected to function as a “Player/Coach” – functioning as both the leader of the team of Digital Banking Specialists and actively fulfilling that role. ESSENTIAL FUNCTIONS: • Manage the workload of internal and customer requests related to new online deposit accounts- including the timely resolution of escalations from digital ID authentication and verification services (IDA/IDV)., • Manage the workload of escalated personal online banking issues that cannot be resolved by “first line” customer support – either elsewhere in the Customer Success Team or throughout the bank., • Coach and Cross-Train the team of Digital Banking Specialist to ensure each team member is capable of resolving both account-opening and online banking-related requests., • Provide exceptional service level experience to clients and internal departments., • Perform other duties as assigned.JOB QUALIFICATIONS:, • Minimum of 5 years’ banking experience in the customer support or digital banking space, • Familiarity with bank regulations, • Excellent computer and technical skills, • Excellent interpersonal and customer service skills Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/). Powered by JazzHR SlBcAJVtJh

Job Description Accounting Specialist Gourmet Caterers, Inc. Gourmet Caterers is New England’s largest privately owned and operated caterer, which plans and executes events from 10 to 10,000 people. The company prides itself on offering gracious, honest, and reliable service. Gourmet is a full-service caterer that also offers a wide array of other services, rentals, and event coordination. Position Overview: The Accounting Specialist plays a key role in supporting the financial operations of Gourmet. This role includes managing invoices, processing payments, maintaining accurate financial records, and assisting with reporting and special projects. The Accounting Specialist will work closely with management to ensure the timely and accurate handling of accounts payable, vendor communications, and financial documentation. This position requires someone who can follow directions, work independently, and work in a team environment. Responsibilities · Monitor the Bill.com inbox daily and upload invoices for approval. · Review and organize accounting emails to ensure proper documentation and processing. · Enter new invoices manually into the system as required. · Prepare and distribute weekly reports of unpaid bills and approved payments for management. · Meet weekly with management to review invoices, cash handling, and approval processes. · Sort, prepare, and deposit cash in compliance with company policies. · Process vendor payments weekly, or as required, through Bill.com and vendor online portals. · Communicate directly with vendors regarding billing inquiries, discrepancies, and payments. · Maintain and update the monthly Vendor Tracking spreadsheet for management. · Provide support on special projects assigned by senior leadership. Qualifications · Associate’s degree in Accounting, Finance, or related field preferred ( but will be accepted if they have relevant work experience) · 2+ years of experience in accounts payable, bookkeeping, or general accounting. · Proficiency with accounting software; experience in Business Central Dynamics and Bill.com strongly preferred. · Strong attention to detail with excellent organizational and record-keeping skills. · Ability to manage multiple tasks, prioritize deadlines, and maintain accuracy. · Strong written and verbal communication skills for working with management, vendors, and colleagues. · High level of integrity, confidentiality, and professionalism in handling financial data. · Proficient in Microsoft Excel and other MS Office applications. Company DescriptionGourmet Caterers is New England's leading catererGourmet Caterers is New England's leading caterer

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice.

Position Type: Regular At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required (may be obtained under a condition of employment)., • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Senior Accountant | Real Estate / Property Management Posted by Creative Financial Staffing (CFS) Location: Boston, MA 02210 - Hybrid Salary: $90,000-$110,000 + Bonus About the Opportunity A fast-growing real estate investment and property management group is hiring a Senior Accountant to support multi-entity financial reporting. Great role for someone seeking a blend of hands-on work and exposure to portfolio-level accounting. Responsibilities * Manage accounting for multiple properties/entities * Prepare monthly financials & reconciliation packages * Support CAM reconciliations & lease accounting * Assist with budgeting, forecasting & audit activities Qualifications * Bachelor's in Accounting/Finance * 3-7+ years' related accounting experience * Real estate experience strongly preferred Why Apply * Strong growth pipeline * Mentorship & career advancement * Accessible leadership team

Our established nonprofit client is hiring a Senior Accountant. This is a hybrid work schedule in Boston. Salary to $125K with discretionary bonus. About the Senior Accountant role: • Boston based, service driven nonprofit established over 100 years ago., • Right arm to the CFO., • Highly reputable organization with a cohesive work culture and a flexible hybrid schedule., • 5+ years of experience, ideally with a combination of public accounting and nonprofit accounting., • Supervisory experience preferred, • BS Accounting; CPA and/or master's degree is a plus #INOCT2025 #ZRCFS #LI-MS9

CFS has partnered with a boutique Professional Services firm to hire a Field Auditor. This is a hybrid work schedule (1 day in office) with opportunities for occasional travel throughtout North America. Salary: $80,000 - $95,000 Highlights of the Field Auditor position: • flexible work schedule with no busy season and rasonable work life balance, • occasional visits to cleint sites including overnight travel, • Strong mentorship and professional development support, • Perform audit fieldwork and compliance testing across key financial areas, • create detailed written reports to doiucment findings and recommend process enhancements, • heavy use of Excel, • Bachelor's Degree in Accounting and 2+years' audit experience in either public accouting or private industry, • CPA or pursuit of certification preferred, • outstanding technical skills including advanced Excel, • willingness to travel on occasion #INASEP2025 #ZRCFS #LI-MS9

Our established and growing client is hiring a Senior Tax Accountant. This is an in-office work schedule (South Boston Waterfront) with hybrid flexibility. Salary to $135K with discretionary bonus. About the Senior Tax Accountant role: • Boston based Professional Services firm with multiple locations nationally. Recent surge in growth organically and through acquisition., • In-office work schedule preferred with flexibility on hybrid work., • Highly reputable firm with a cohesive work culture and highly competitive compensation and employee benefits., • Recent growth surge creating new career opportunities, • This department is known for its excellent leadership and stable, cooperative team. Qualifications of the Senior Tax Accountant: • 5+ years of tax preparation experience, including partnership, charitable, fiduciary corporate and individudaltax returns, • must have demonstrated experience preparing 1040 and 1041 returns, • Masters degree in Taxation preferred; an undergraduate degree is required #INSEP2025 #ZRCFS #LI-MS9

Staff Accountant | Hospitality / Food & Beverage Posted by Creative Financial Staffing (CFS) Location: Somerville, MA 02144 - 3 Days On-Site Salary: $60,000-$75,000 + Bonus About the Opportunity A consumer-focused hospitality group is seeking a Staff Accountant to support multi-location financials and operational accounting. Perfect for someone who loves a fast-paced environment. Responsibilities * Maintain daily transactional accounting * Assist with bank and balance sheet reconciliations * Support AP/AR processing * Prepare reporting packages for leadership * Support payroll accounting Qualifications * Bachelor's in Accounting/Finance * Multi-unit or hospitality experience preferred Why Apply * Growing brand with strong local presence * Cross-functional exposure * Fun, entrepreneurial environment

Creative Financial Staffing has partnered with an internationally recognized, award winning professional services company to identify a Financial Analyst. This is a dynamic, fast paced environment where new ideas and process improvements are encouraged, enabling you to make an impact company wide. This role requires 2 days/week in office. Highlights of the Financial Analyst Opportunity: • Our client is internationally recognized and based in Europe with Boston leading its US sites, • This company is aggressively growing with opportunities for growth both domestically and internationally, • The Financial Analyst will support North American operations and plays a key role in supporting operating teams and partnering with business leaders and key stakeholders in all aspects of financial planning, forecasting, and analytics, • Responsible for reporting on financial statements, month-end close, cost control and analysis, forecasting, and budget, • Reporting on cost allocations for multiple entities, • Developing and maintaining strong working relationships with business leaders and key stakeholders and is seen as a trusted advisor and "go-to-person" on financial matters, • BS in Accounting, Finance, Economics or equivalent, • 1-3 years of financial analysis experience

Pay Range: $32 - $42/hr Hybrid: Wednesday onsite, 4 days remote. POSITION SUMMARY: Under the direction of the Accounting Manager and Controller, responsible for the preparation of monthly financial statements, general ledger reconciliations, financial analyses, system controls, management reports, preparation of tax filings, and assisting with the annual budget and audit processes. Also responsible for supervising an entry level accountant if applicable. ESSENTIAL RESPONSIBILITIES / DUTIES: Provide direct oversight and training of the staff accountant(s) performing day-to-day general ledger responsibilities and all aspect of normal month-end and year-end close, including all journal entries, cash receipts recording and account reconciliations Prepare various month end journal entries and reconciliations. Review and post journal entries prepared by hospital departments and uploaded by Accounting staff Perform high level monthly general ledger account analysis and reconciliation for assigned general ledger accounts, (i.e., cash, other accounts receivable, fixed assets, prepaid expenses, accounts payable, accrued expenses, etc.) Compile variance analysis on assigned AU s/accounts Develop and implement internal and external Accounting policies, procedures and controls under the direction and approval of the Accounting Manager and Controller. Interact closely with departments to implement consistent policies and procedures throughout the year and at year-end which will ensure that accounting policies and controls are adhered to as required by GAAP, and will also ensure the accurate and timely completion of the year-end process Work closely with the Financial Information Systems ( FIS ) on changes or upgrades to the accounting system, as well as necessary system maintenance. Assist in the training of new employees on proper general accounting policies and procedures Provide ongoing training and education, including cross training of staff. Promote open communication, team building efforts and collaboration among team members and between departments. Inform Accounting Manager regarding areas of exposure within the Accounting office. General routine and ad hoc projects as assigned. Create and support a productive and professional work environment. Utilize hospital s Values as the basis for decision making and to facilitate the hospital s mission Must adhere to all of BMC s RESPECT behavioral standards. EDUCATION: Bachelor s Degree required, preferably in Finance or Accounting. CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED: As noted above EXPERIENCE: Requires a minimum of 3-5 years Accounting experience. Masters degree plus two years directly related experience may be considered for this level. Supervisory experience preferred as directing the work of staff related to monthly and year end close is part of this role. KNOWLEDGE AND SKILLS: Positive attitude, flexibility to work in a highly demanding, fast-paced environment and professional demeanor is necessary to be successful in this position. Must be exceptionally organized to multitask, prioritize and meet deadlines and schedules. Excellent communication skills and diplomacy to interact and communicate effectively with a variety of Medical Center staff and outside contacts. Superior computer experience on both a General Ledger System (G/L Lawson preferred) as well as comparable spreadsheet and word processing software (Microsoft Office Word and Excel.) and must have the ability to train others. Strong analytical skills and be able to apply GAAP in a non-profit acute care environment. Leadership ability to guide, direct, and mentor staff. Must be a dedicated team player with the willingness and desire to learn and grow within the organization Must be able to maintain strict protocols of all confidential or sensitive information

Location - Waltham, MA Duration - Possible Temp to Perm Schedule - Monday-Friday 9am to 6pm Incumbents in this job family have responsibilities encompassing one or more areas of Accounts Payable, Accounts Receivable, Billing and/or Collections. Responsible for processing receivables, ensuring timely and accurate charge entries and preparing deposits. Codes, enters and prepares invoices, and responds to customer and vendor inquiries. Reviews invoices and ensures proper approvals. Records, enters and pays invoices. Collection activities include investigating delinquent accounts, writing collection letters and arranging terms of payment. Also, analyzes account performance, makes recommendations to release orders on past due accounts and investigates bankruptcy claims. May coordinate efforts and/or refer accounts to third party action when internal collections are not effective. Maintains records and files and generates related reports. Ensures procedures and internal controls are followed in compliance with Sarbanes-Oxley initiatives. Position Summary: As a key member of our finance team you will be responsible for providing customer service and support to our customer base for their financial inquiries. This includes addressing client s overdue payments, researching payment discrepancies, reviewing and processing adjustment requests, and providing feedback to clients using written and verbal communication skills. In this role you will process a high volume of inbound and outbound calls. Responsibilities: Utilize strong verbal communication and customer service skills to respond to customer inquiries and handle various requests regarding changes in account and billing details Able to manage difficult customer issues while working in a fast paced environment Facilitate collections of Accounts Receivable via phone or email. Respond to customer inquiries regarding accounts, research, and contact customers as necessary in order to update accounts. Consistently handle confidential information, multiple tasks and exercise good judgment and problem solving skills. Assists in other areas of the Finance department as requested. Process collection calls (60-80 daily) on overdue receivables between 30-120 days delinquent. Basic Qualifications: 1-3 years of call center, collections, or retail experience (in order of preference). High School Diploma or GED Equivalent Preferred Qualifications: Strong communication skills, both verbal and written. Organizational, negotiation, and problem solving skills. Understanding of consumer collection policies and practices preferred. Strong knowledge and use of Microsoft Excel, Word and Outlook. Skip tracing and locate skills a plus. Able to work in a fast paced environment and handle difficult customer issues. Bachelors Degree

Job Description We are seeking a highly skilled and dedicated individual to join our Firm. As a financial statement auditor, you will play a vital role in ensuring the integrity, accuracy, and compliance of non-profit organizations. Your primary responsibility will be to conduct thorough and independent audits of our non-profit clients’ financial statements and internal controls. Responsibilities: • Perform comprehensive audits of client financial statements, ensuring compliance with relevant accounting principles, regulations, and best practices., • Assess and evaluate the effectiveness of internal controls and risk management processes., • Conduct detailed testing and analysis of financial transactions, supporting documentation, and general ledger accounts., • Identify and communicate any irregularities, discrepancies, or potential areas of improvement to management, and recommend corrective actions., • Stay updated with evolving accounting standards and regulatory requirements applicable to non-profit organizations and ensure adherence to these standards in financial reporting and auditing processes., • Prepare clear and concise audit reports summarizing findings, conclusions, and recommendations., • Bachelor's degree in Accounting, Finance, Business Management, IT or a related field., • Familiarity of Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS) and financial reporting requirements., • Proficiency in using accounting software and tools (e.g., QuickBooks, Excel, Word, PowerPoint) to analyze financial data and perform audit procedures., • Strong analytical skills with keen attention to detail and accuracy., • Excellent communication and interpersonal skills to effectively collaborate with team members and clients., • Ability to work independently, manage multiple tasks, and meet deadlines.Company DescriptionKVR.CPA dedicates itself to advising and working with not-for-profit organizations. By putting our distinctive experience and technical skills at their disposal, we help our clients fulfill their missions. We go beyond compliance by interpreting and communicating what the numbers are saying about your performance. We perform engagements ranging from tax return preparation for non-profit organizations to audited financial statement services.KVR.CPA dedicates itself to advising and working with not-for-profit organizations. By putting our distinctive experience and technical skills at their disposal, we help our clients fulfill their missions. We go beyond compliance by interpreting and communicating what the numbers are saying about your performance. We perform engagements ranging from tax return preparation for non-profit organizations to audited financial statement services.

Job DescriptionDescription: About Panther Residential Management Panther Residential Management is a growing real estate management company specializing in the ownership and operation of multifamily communities. With a portfolio that continues to expand, we currently manage properties across multiple states and employ a team of over 115 professionals. Our focus is on delivering high-quality living experiences for our residents while maintaining strong operational and financial performance across our communities. The Property Accountant will be responsible for managing and executing all essential accounting functions for a portfolio of stabilized and/or development-stage properties. This job function includes reviewing, managing, auditing, and analyzing all financial matters related to the assigned portfolio. Responsibilities will include preparation and oversight of financial reports, budgeting, cash management, accounts payable and receivable, and variance analyses. ESSENTIAL DUTIES: Record accounting transactions in accordance with GAAP • Record journal entries and facilitate the month-end closing process, • Responsible for preparation of monthly, quarterly, and annual financial statements, • Responsible for maintaining the general ledger and updating supporting schedules and workbooks, • Provide budget to actual variance analysis, • Prepare financial packages for audit and tax accounts, respond to tax & audit inquiries, • Serve as a resource and assist with preparation of portfolio annual budgets, • Provide backup and support to the accounting manager and controller as needed Panther Residential Management offers a comprehensive benefits package designed to support the well-being of our employees and their families. Benefits include: • Medical, dental, and vision insurance, available after 30 days of employment, • Company-paid short-term disability and group life insurance, • 401(k) retirement plan with company match, • Voluntary long-term disability, accidental death & dismemberment (AD&D), and flexible spending accounts (FSA and dependent care FSA), • 120 hours of paid time off (PTO) annually, plus 7 paid holidays and 2 personal days, • Company-provided lunch every other Monday Acute attention to detail Strong organizational skills Commitment to excellence and high standards Ability to work with all levels of the organization Excellent written and verbal communication skills Ability to understand and follow written and verbal instructions Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm Experience in Multi Family Real Estate accounting preferred. COMPETENCIES: Quality-Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality Quantity-Meets productivity standards; Completes work in timely manner Dependability-Follows instructions, responds to management direction; Commits to work the hours necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan Initiative-Volunteers readily; Asks for and offers help when needed PHYSICAL DEMANDS AND WORK ENVIRONMENT: May be required to sit or stand for long periods of time May be required to lift or carry items less than 25 pounds

Job Description About the Role: XRHealth is seeking an experienced and detail-oriented DME Medical Billing Specialist to join our team on-site at our Needham, MA office. In this role, you will manage all aspects of billing and reimbursement for our Durable Medical Equipment (DME) operations. You will be responsible for ensuring accurate and timely claim submissions, payment posting, and resolution of denials, while maintaining compliance with all payer and regulatory requirements. Hands-on experience with the NikoHealth system is highly preferred. ** This role is 100% in-office at our Needham, MA location. Applicants must currently reside within commuting distance. Relocation is not offered. Key Responsibilities: * Prepare, review, and submit clean claims to insurance companies through NikoHealth and other billing systems. * Verify patient insurance coverage and eligibility for DME services. * Process payments, adjustments, and denials accurately and efficiently. * Investigate and resolve claim rejections or underpayments in a timely manner. * Maintain accurate billing records and ensure compliance with HIPAA and payer regulations. * Communicate effectively with patients, insurance representatives, and internal departments. * Generate reports on billing performance, aging claims, and reimbursement trends. * Stay up to date on current DME billing codes, payer guidelines, and industry regulations. Qualifications: * Minimum of 2 years of DME billing experience required. * Proficiency with NikoHealth or similar DME billing software required. * Strong knowledge of CPT/HCPCS codes, EOBs, and payer-specific requirements. * Excellent attention to detail, accuracy, and problem-solving skills. * Effective communication and organizational abilities. * Ability to work independently and collaboratively in a fast-paced environment. Powered by JazzHR 3zskH8Fnem

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities In the Fund Accountant role you will be a part of our growing operations team that has a wealth of experience in providing services to a global institutional market place. This is an opportunity for an individual looking to take the next step in their career.In this role, you will be responsible for the daily operations of a set of client in support of the firm's institutional transfer agency and fund-of-fund administration business lines. You will have primary ownership of a group of clients and set of deliverables. • Perform review and reconciliation of daily transactions, ensuring accurate calculation of fund prices and cash movements are in balance, • Ensure daily, accurate, and timely delivery of daily reporting and processes, • Provide superior customer service to assigned clients, • Identify, research and solve problems that may arise, • Build expertise within the Investment Services team, • Proven ability to re-prioritize based upon client deadlines, • Work closing with internal operations and systems teams to improve processes and drive operational efficiency, • Perform monthly close process and exceed deadlines based on management direction, • Pro-actively respond to client inquiries, • Work effectively with internal departments to prioritize client requests, deliverables and issue resolution, • Assist senior team members in the preparation and implementation of client conversions, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. Qualifications BS/BA degree in Accounting, Finance, Business or related field and/or equivalent work experience • 1 to 3 years of Fund Accounting, transfer agency or processing experience in financial services, • Ability to work quickly and accurately in a deadline oriented environment, • Ability to communicate effectively both verbally and in writing, • Strong ability to apply analytical skills to data, work flows numeric information and problem solving, • Proven ability to work in a team environment, • Advanced Excel skills, • All applicants must be 18 years of age or older

Job DescriptionLorem ipsum dolor sit amet, te nam elit posse phaedrum, an pro vide disputando. Sit eu cetero facilis sensibus, an omnesque copiosae eum. Legere senserit pro eu, cu pro sale inermis vivendo. Pro iudicabit hendrerit no. Eam eu deleniti splendide, quas copiosae id pro.Lorem ipsum dolor sit amet, te nam elit posse phaedrum, an pro vide disputando. Sit eu cetero facilis sensibus, an omnesque copiosae eum. Legere senserit pro eu, cu pro sale inermis vivendo. Pro iudicabit hendrerit no. Eam eu deleniti splendide, quas copiosae id pro. 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 DescriptionSummary/Objective To assist the bank in meeting its sales and service goals by cultivating customer relationships. This position is responsible for assessing customers' financial needs and cross selling additional products and services to retain customers and increase the profitability of the bank. Serve customers and service their accounts - including transaction processing - efficiently and in a manner which provides the highest level of customer satisfaction. Performs other duties necessary to complete branch customers' transactions. Represents the bank to customers with a courteous, friendly, and assured attitude. Ensures compliance with federal and state laws and regulations in addition to bank standard operating policies and procedures by avoiding violations, minimizing risk, and protecting the bank. Essential Functions • Process branch customers’ transactions, including but not limited to receiving and verifying deposits; mortgage and loan payments; disbursement of funds by withdrawal; cashing checks, and other negotiable items requested by customers. Perform duties strictly in accordance with bank policy and procedure, promoting positive customer relations by providing exemplary service., • Verify transactions and account balances and ensure that transactions follow bank policy, state and federal regulations such as Reg CC, Reg DD and Bank Secrecy Act (BSA). Understand and exercise customer identification procedures (CIP). Complete Office of Foreign Asset Control (OFAC) verifications. Recognize when Currency Transaction Reports (CTRs) are to be completed and filed. Refer unusual questions and account activity to supervisor., • Greet and interview existing and prospective customers to assess financial needs and promote and discuss various bank products and services, including but not limited to; checking accounts, savings and retirement accounts, electronic banking services and consumer loans. Open and process all types of accounts including deposit and loan products., • Explain and/or demonstrate various additional products and services, using a needs-based consultative approach to customers to discover complimentary services which would provide value to the customer and to attempt to cross-sell. Act as a leader in promoting and demonstrating self-service channels to customers, including ATM, Online banking, and Mobile Banking. Make qualified referrals to business partners in the areas of residential and commercial lending, cash management and merchant services etc., • Handle all cash under daily control, and maintain cash limits, accurately and according to bank policy and procedure. Accurately balance each day’s transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work., • Answer routine and more complex questions on customer accounts, products, services, policies, and procedures. Troubleshoot customer issues and provide follow-through to ensure resolution., • Responsible for other tasks as required, including but not limited to reporting; ordering supplies; balancing branch machines; preparing night deposit bags; operating drive-up window; filing and scanning records and maintaining proper and safe procedural responses to robberies., • Work with branch management to plan for the achievement of individual and team sales goals according to the bank’s Sales Program. Fully participate in sales promotions., • Maintain a thorough knowledge of bank products and services, standards and procedures through attendance at meetings and timely completion of trainings, • Performs other duties as requested or assigned. Competencies • Ability to communicate professionally and effectively in person, on the phone, electronically, or through other means to individuals and groups. Demonstrate exemplary customer service skills., • Ability to count money accurately and distinguish denominations and accurately process bank transactions including but not limited to cash deposits, withdrawals, and transfers, • Ability to operate teller and platform software and business machines, • Knowledge of the bank's products and services and the use of digital channels., • Ability to assess and enhance the customer relationship by cross selling products and services Notice This list of duties is not intended to be all- inclusive and may be expanded to include other duties that may be deemed necessary by management from time-to-time. The Bank reserves the right to modify, interpret, or apply the job description in any way the company desires and that the job description is not a contract for employment. All employment is “at will”. Also, employee is expected to have knowledge of and adherence to Bank policies and procedures. The employee complies with state and federal regulations and specific BSA/AML related regulations and all information security related regulations. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. EEOC Statement: WSB provides equal employment opportunity to all individuals regardless of their race, color, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.