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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Position Type: Regular\n \nYour opportunity\n \n Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. \n Why you’re set up for success \n You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. \n\n • Schwab Training and Development \n\n To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. \n After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. \n\n • Career Pathing \n\n As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. \n You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. \n\n • Competitive Compensation \n\n This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. \n Investment Professionals' Compensation | Charles Schwab What you have\n \n The expertise you bring: \n\n • A valid and active FINRA Series 7 license required\n\n\n, • Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job \n, • Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job \n\n\n, • CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) \n\n \n The skills you bring: \n\n • Business Development \n\n Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. \n Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. \n Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management \n\n • Relationship Building \n\n 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. \n 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. \n\n • Investment Strategies and Financial Planning \n\n 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. \n Ability to adapt and implement change as the market and business conditions evolve \n \n\n What’s in it for you \n 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. \n We offer a competitive benefits package that takes care of the whole you – both today and in the future: \n \n • 401(k) with company match and Employee stock purchase plan\n, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions\n, • Paid parental leave and family building benefits\n, • Tuition reimbursement\n, • Health, dental, and vision insurance\n \n

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Ready to step into a high-impact Accounting Manager role where you’ll drive financial operations, optimize systems, and influence key business decisions? This is an opportunity to combine nonprofit accounting expertise with technology leadership in a growing, mission-driven organization. Salary: $100,000 – $120,000 Location: 3 days onsite in Newark, NJ • Lead core accounting operations while managing and developing AP/AR team members • Gain visibility across Finance, Development, IT, and leadership teams, • Play a key role in NetSuite optimization, enhancements, and user training initiatives, • Drive process improvements, automation projects, and system integrations that increase efficiency, • Own revenue recognition for grants, contributions, and deferred revenue in a complex nonprofit environment, • Influence cash flow planning, liquidity management, and financial reporting strategies, • Partner with cross-functional stakeholders to support organizational decision-making, • Work with modern financial technology tools, including NetSuite, Salesforce integrations, and expense management platforms, • Join an organization that values continuous improvement and operational excellence, • Enjoy a leadership role with meaningful impact on financial accuracy, compliance, and scalability • Manage daily accounting operations, including oversight of Accounts Payable and Accounts Receivable functions, • Lead the monthly close process, including journal entries, reconciliations, fixed assets, and account analysis, • Oversee accounting and revenue recognition for grants, contributions, pledges, and deferred revenue, • Support cash management, forecasting, and liquidity planning activities, • Drive accounting process improvements, automation efforts, and reporting enhancements, • Partner with IT and external vendors on NetSuite optimization and system integrations • Bachelor’s degree in Accounting, Finance, or related field, • 5–7+ years of progressive accounting experience, including significant nonprofit accounting experience, • Strong expertise with NetSuite, ideally within a nonprofit environment, • Experience with accounting system integrations and process automation initiatives, • Prior leadership or supervision of AP/AR functions preferred, • Strong understanding of GAAP and revenue recognition principles #INJUL2026

Ready to take ownership of a complex collections portfolio and make a direct impact on business performance? This high-visibility opportunity offers exposure to leadership, challenging account resolution work, and the chance to influence collections strategy across a growing organization. Salary: $95,000-$110,000 • Manage a high-profile accounts receivable portfolio with a direct impact on cash flow and financial results • Partner closely with Sales, Operations, and Branch leadership, gaining visibility across multiple areas of the business, • Lead collection efforts for complex, high-risk, and large-balance accounts, • Take full ownership of dispute resolution and account recovery strategies, • Work in a dynamic environment supporting construction, equipment, and operational services clients, • Utilize modern tools and systems to streamline collections and improve account performance, • Contribute to process improvement initiatives aimed at reducing delinquency and strengthening AR operations, • Influence escalation procedures, credit risk decisions, and overall collections strategy, • Join an organization that values proactive problem-solvers and operational excellence • Manage collections activities across multiple regions and high-volume account portfolios, • Execute daily collection strategies to reduce aging balances and improve cash flow, • Investigate and resolve customer disputes in partnership with internal stakeholders, • Reconcile customer accounts, including unapplied cash, deductions, and billing discrepancies, • Maintain accurate account records and collection activity within AR systems, • Prepare reporting on aging trends, portfolio performance, and high-risk accounts • 5+ years of collections experience, • Proven experience managing large, complex account portfolios, • Background in construction, equipment rental, industrial services, or a related industry preferred, • Experience with ERP systems and accounts receivable platforms, • Strong Microsoft Excel skills for reporting and account analysis

Are you a payroll and accounting leader looking for a highly visible role where you can drive compliance, payroll operations, and financial accuracy? This opportunity combines payroll expertise, accounting leadership, and cross-functional partnership to make a significant impact across the organization. Salary: $100,000 – $115,000 • Own end-to-end payroll operations across weekly and bi-weekly payroll cycles • Serve as the organization's go-to expert for payroll compliance and benefits administration, • Partner directly with Finance and HR leadership on strategic initiatives and process improvements, • Lead payroll accounting activities that drive accurate financial reporting and audit readiness, • Gain exposure to union payrolls, retirement plans, regulatory compliance, and labor-related reporting, • Drive automation, system optimization, and workflow improvements across payroll operations, • Play a key role in annual audits, compliance reviews, and financial planning initiatives, • Influence labor forecasting, budget analysis, and workforce-related financial decisions, • Join a leadership role with strong visibility and cross-functional collaboration opportunities • Oversee accurate and timely processing of weekly and bi-weekly payrolls for salaried, hourly, and union employees, • Manage payroll accounting, including journal entries, reconciliations, labor allocations, and general ledger accuracy, • Lead union reporting, fringe benefit remittances, and retirement contribution compliance, • Partner with HR/P&O teams to review benefits, payroll deductions, and compensation changes, • Serve as the primary payroll contact for annual audits, including workers' compensation, retirement, and payroll compliance reviews, • Drive payroll process improvements, automation initiatives, and system optimization efforts • Bachelor’s degree in Accounting, Finance, Business Administration, or related field, • 5+ years of payroll management and payroll accounting experience with prior team leadership experience, • Strong knowledge of federal, New Jersey, and local payroll compliance regulations, • Experience with payroll accounting, reconciliations, audits, and general ledger reporting, • Union payroll, collective bargaining agreement (CBA), and benefit reporting experience strongly preferred, • Advanced experience with payroll platforms (ADP, UKG, Ceridian, etc.) and ERP systems #INJUL2026 #LI-SM1

Are you a payroll and accounting leader looking for a highly visible role where you can drive compliance, payroll operations, and financial accuracy? This opportunity combines payroll expertise, accounting leadership, and cross-functional partnership to make a significant impact across the organization. Salary: $100,000 – $115,000 Newark, NJ- Hybrid 3days onsite • Own end-to-end payroll operations across weekly and bi-weekly payroll cycles, • Serve as the organization's go-to expert for payroll compliance and benefits administration, • Partner directly with Finance and HR leadership on strategic initiatives and process improvements, • Lead payroll accounting activities that drive accurate financial reporting and audit readiness, • Gain exposure to union payrolls, retirement plans, regulatory compliance, and labor-related reporting, • Drive automation, system optimization, and workflow improvements across payroll operations, • Play a key role in annual audits, compliance reviews, and financial planning initiatives, • Influence labor forecasting, budget analysis, and workforce-related financial decisions, • Join a leadership role with strong visibility and cross-functional collaboration opportunities • Oversee accurate and timely processing of weekly and bi-weekly payrolls for salaried, hourly, and union employees, • Manage payroll accounting, including journal entries, reconciliations, labor allocations, and general ledger accuracy, • Lead union reporting, fringe benefit remittances, and retirement contribution compliance, • Partner with HR/P&O teams to review benefits, payroll deductions, and compensation changes, • Serve as the primary payroll contact for annual audits, including workers' compensation, retirement, and payroll compliance reviews, • Drive payroll process improvements, automation initiatives, and system optimization efforts • Bachelor’s degree in Accounting, Finance, Business Administration, or related field, • 5+ years of payroll management and payroll accounting experience with prior team leadership experience, • Strong knowledge of federal, New Jersey, and local payroll compliance regulations, • Experience with payroll accounting, reconciliations, audits, and general ledger reporting, • Union payroll, collective bargaining agreement (CBA), and benefit reporting experience strongly preferred, • Advanced experience with payroll platforms (ADP, UKG, Ceridian, etc.) and ERP systems #LI-SM1 #INJUL2026

At Business Experts, we believe great sales professionals are developed, not just hired.We’re growing fast and looking for motivated, competitive individuals who are ready to learn, earn, and grow into successful B2B sales careers.You don’t need years of experience to succeed here.What matters m

Overview Leadership program opportunity with an innovative, global company in NJ. Lots of perks too! The program is designed for top-performing professionals. Participate in high profile projects with stakeholders and executives across the organization and then rotate into Finance, Accounting, Treasury, Operations or other areas. Big 4 / Top Regional Auditor or public/private Internal Auditor and the CPA license or at least 3 parts passed required. For more opportunities from KNM Resources, please visit _. Responsibilities • Participate in the execution of financial and operational, integrated and process audits, • On some projects, lead a small team of auditors, • Partner with colleagues and clients, support groups, and other organizations to effectively manage projects, • Execute audit programs and work papers (including walkthroughs and sample testing), • Collaborate in writing audit summaries to effectively outline concerns, risks, and recommendations, • Ensure goals are met for department projects Requirements • Bachelor's degree in Accounting, • 3+ years experience in Big 4 or top regional, • CPA, • Excellent interpersonal skills, including the ability to interact effectively with stakeholders, • Strong time management skills and the ability to work within a team as well as independently

Regional Vice President / Producing Manager We’re looking for a high-performing Loan Officer who is ready to step into leadership—without giving up production. This is not a traditional management role. You won’t be buried in operations, fixing problems, or managing day-to-day workflows. Instead, this role is designed for a proven producer who wants to scale their impact by leading a team while staying focused on what they do best: originating and driving business. What This Role Offers • The ability to build and lead a team without operational drag, • Dedicated operational infrastructure to support your business and your team, • A focus on sales leadership, mentorship, and growth, • The opportunity to scale beyond your personal production, • Top-tier P&L upside tied to team performance Your Focus • Continue producing at a high level, • Lead from the front through production and example, • Provide mentorship and group coaching (a few hours per week), • Help recruit and develop talent on the sales side, • Drive culture, accountability, and performance What You Won’t Be Doing • Managing day-to-day operations, • Cleaning up processing or fulfillment issues, • Wondering why you gave up volume to herd cats Who This Is For • A top producing LO or player-coach, • Someone who wants to grow into leadership without sacrificing income, • A builder who wants to create something bigger than their own book of business, • A leader who prefers influencing performance over managing tasks Why This Role Exists Most leadership paths force top producers to choose between income and influence. This model is built so you don’t have to. You can scale a team, expand your impact, and still maintain your production—with the right structure behind you. If you’ve been thinking about leadership but don’t want to lose momentum in your own business, this is worth a conversation. What you’ll gain by joining PRMI: A 28-year-old, multi-billion-dollar production engine with superior access to capital markets. One of the industry’s deepest product benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition for recruiting and keeping top-producing mortgage talent. Top-tier compensation driven by your divisional P&L revenue, and an extensive employee-benefits palette. Outstanding performance is regularly recognized, including significant awards-travel. What we’re looking for in a leader: • Approximately 5 years of successful experience in retail mortgage origination, to include Principal lending management roles. Less experience may be considered given past achievements., • You must have extensive experience managing and maintaining a network of referral partners to be considered for this position., • Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies., • Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel., • Knowledgeable of, and committed to, QC compliance., • Ability to effectively and professionally handle difficult situations that may arise when working with branches/ division., • Excellent presentation and communication skills, both verbal and written., • Leadership skills evolving from a passion for sales accomplishment, team development, training, and practice growth., • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk! Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Bonus pay, • Commission pay Experience: • Mortgage Origination: 5 years (Required) License/Certification: • Mortgage Loan Originator License (Required), • Mortgage Principal Lending License (Required) Work Location: In person Job Type: Full-time

AP Accountant will be responsible for ensuring the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts to the general ledger. Assist in maintaining financial records and ensuring that financial transactions are properly recorded. This position will provide a great opportunity for growth and hands-on experience at a rapidly growing multi-state company. Responsibilities: • Own the full AP cycle for standard corporate OpEx., • Perform high volume daily AP payments; validate payment information and reconcile payments to ledger and internal operating tools., • Handle high-volume accounting tasks with ease, demonstrating your ability to excel under pressure without compromising accuracy or attention to detail., • Work collaboratively within our cohesive team, sharing knowledge and ideas while also being able to take initiative and work independently on specific projects., • Embrace an "all-hands-on-deck" mentality, assisting in various accounting functions as needed to keep things running smoothly., • Verify and code invoices to the correct GL accounts and cost centers, • Maintain organized, audit-ready documentation for all payables transactions Assist with month-end close by preparing AP accruals and account reconciliations Ensure proper approval workflows are followed prior to payment release Prepare and submit weekly/monthly reports and reconciliations., • Assist accountants in the preparation of monthly/yearly closings · Assist with assembling information for external auditors for the annual audit · Assist with maintaining the annual budget and identify variances., • Act as a key resource for the team, i.e., independently seek out answers to questions, take initiative, leverage network of resources to solve problems., • Be available from time to time to handle after hours time sensitive tasks. Qualifications: • The candidate should have an associate or bachelor's degree in accounting or business administration, or equivalent business experience, as well as knowledge of bookkeeping and Generally Accepted Accounting Principles., • Proven experience in similar position. Minimum 3+ years of experience, • Preference for knowledge of Workday Financials, but will consider any industry standard accounting system, • Previous exposure to a high-volume accounting environment, ideally in aviation or related industries, is highly desirable., • Ability to thrive under pressure, meet tight deadlines, and maintain accuracy in a fast-paced environment., • Strong team player with excellent communication skills, ready to collaborate with colleagues across various departments., • Proficiency in MS Office, • Willingness to improve processes and work with automation tools, AI, and our internal engineering team to do so, • High degree of accuracy and attention to detail Perks and Benefits: • Paid Vacation: We believe in the importance of work-life balance, and that's why we offer generous paid vacation time so you can recharge and return refreshed., • 401k Match: Secure your financial future with our 401k match program, ensuring your hard work pays off in the long run., • Employer Contribution Towards Medical: Your well-being matters to us. We offer a competitive medical benefits package to keep you in top shape., • Exciting Team Activities: Beyond the numbers, we enjoy fostering camaraderie through team-building events and activities that add some fun to the mix. Discretionary year-end bonus based on performance: We acknowledge and celebrate hard work.

A well-established public accounting and advisory firm is seeking a Bookkeeper with public accounting experience to provide hands-on bookkeeping and accounting support for clients. This is a great opportunity for someone who enjoys working directly with clients and wants to grow within a professional public accounting environment. Responsibilities: • Provide day-to-day bookkeeping and accounting support for clients, • Work onsite at a client location in Englewood approximately 3 days per week, • Answer client accounting questions and provide ongoing support, • Review and clean up monthly QuickBooks activity, • Post and code transactions in QuickBooks, • Prepare bank reconciliations and general ledger entries, • Prepare financial statements, • Reconcile prepaid expenses, accrued expenses, and fixed assets, • Assist with tax notices and follow-up items, • Support tax preparation and year-end accounting projects, • Assist with cash tie-outs, AP searches, AR items, and 1099s, • Work closely with clients and the engagement team, • Manage priorities across multiple client engagements Qualifications: • Public accounting experience required, • Associate’s or Bachelor’s degree in Accounting or related field, • Hands-on bookkeeping and accounting experience, • QuickBooks experience required, • QuickBooks data import experience is a plus, • Yardi experience is a plus, • Strong understanding of accounting principles, • Proficiency with Microsoft Excel, • Strong organizational and time-management skills, • Excellent written and verbal communication skills, • Ability to work independently and directly with clients, • Ability to travel to the Englewood client site approximately 3 days per week

Senior Machine Learning Engineer (Generative AI) Location: Hybrid – Newark, NJ Employment Type: Right to Hire (Contract-to-Hire) Pay Rate: $70–$85/hr Position Overview We are seeking a highly skilled and experienced Senior Machine Learning Engineer to join our dynamic team. In the rapidly evolving world of Generative AI (GenAI), this role demands not only traditional machine learning expertise but also a deep understanding of GenAI-specific challenges. The ideal candidate will be a pivotal bridge between the theoretical capabilities of GenAI models and their practical application in production environments, ensuring our GenAI solutions are innovative, reliable, scalable, secure, and cost-effective. This is a right-to-hire position requiring permanent U.S. work authorization Sponsorship is not available. Recent MS or PhD graduates are encouraged to apply. Key Responsibilities • Deploy, monitor, and maintain GenAI models in production, ensuring reliable performance in real-world settings, • Build and maintain efficient data pipelines and storage solutions that support model operations, • Utilize cloud platforms (AWS, Azure, GCP) for model deployment, containerization (Docker), orchestration (Kubernetes), and infrastructure as code (Terraform/CloudFormation), • Develop CI/CD pipelines, manage version control (Git), and automate deployment processes, • Implement secure coding practices, authentication, authorization, and robust monitoring and alerting for infrastructure and model performance, • Apply deep expertise in LLMs, GenAI architectures, frameworks like Hugging Face, prompt engineering, and specialized GenAI infrastructure, • Apply advanced techniques such as Retrieval-Augmented Generation (RAG), hallucination monitoring, and human-in-the-loop systems, • Design and develop agent and multi-agent systems using frameworks like LangChain, enabling interaction with external APIs and tools, • Implement strategies to manage and reduce operational costs associated with GenAI deployments Qualifications • Bachelor's degree in Computer Science, Engineering, Data Science, or a related field; Master's degree preferred, • 5+ years of experience as a machine learning engineer deploying models in production, • Strong proficiency in Python and software engineering principles, • Solid understanding of machine learning fundamentals and model lifecycle management, • Experience with cloud platforms, containerization, and infrastructure management, • Familiarity with DevOps practices and automation tools, • Expertise in GenAI frameworks, prompt engineering, and model serving, • Ability to manage GPU/TPU resources and optimize model serving frameworks, • Experience developing agentic systems and multi-agent architectures, • Proven track record of cost optimization in AI deployments, • Comfortable working in a fast-paced environment as an independent contributor

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – SOC Analyst, • Department – IT Security, • Corporate level – Assistant Vice President, • Report to – Vice President, IT Security Analyst, • Location – Iselin, New Jersey. On site 2 days per week, • Expected full-time salary range between $135,000 - $160,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. Job purpose: The Cyber Security Analyst is responsible for providing technical security advice, guidance, design and operations in support of Security Operations with an emphasis on cloud based deployments. The role will require an understanding of relevant security threats, assessing effectiveness of current controls, identifying opportunities for improvement and delivering new and enhanced security controls. Security solutions will consider people, process and technology to deliver fully operationalized solutions with well-defined metrics that measure and ensure effectiveness on an ongoing basis. Additionally, effective and efficient operation and maintenance of technical IT Security controls is considerable. Essential Function / major duties and responsibilities of the job: Strategic • As part of the IT Security team, develop and implement CLS IT Strategy in consultation with the CLS IT teams, ensuring that all initiatives are mirrored in respective strategies including the overall CLS Strategy, • Provide security advice and support for information technology projects, • Research new security related products and services to ensure that CLS is equipped with appropriate industry best tools and solutions Operational • Operate and maintain IT Security controls related to SIEM, DLP, Vulnerability Management, Cyber Threat Intelligence, Endpoint Protection, etc with an emphasis on cloud deployments and implementations., • Conduct IT Security risk assessments for all high impact projects, defining security mitigating controls that impact the technology architecture of CLS, service providers, and business partners, • Support 24 x 7 Security Monitoring and Response on a 1/8 rotation, • Review and update IT Security procedures to reflect best practice and mitigate current and emerging threats, • Assigned ownership of IT Security Monitoring and Response related FRB and Internal Audit finding(s) and effective / timely resolution with IT Security, • Maintain relationships with all third-party IT security vendors and strategic partners Leadership • Individual contributor whilst also being a team enabler, • Execute IT Security Operations team’s vision and mission in alignment with the overall IT Security vision and mission, as well as with CLS’s strategic direction, • Through example and behavior, strive to provide peer leadership to other team members with the goal of being excellent service providers and enablers to other constituencies (both internal and external) Experience / essential and desired for successful job performance: • 1-2 years ‘hands-on’ IT Security analysis and engineering experience including securing systems, networks and infrastructure; operational support., • Interest in intrusion detection, malware analysis, forensics and/or incident response, particularly in cloud environments., • Monitor, tune and develop technical IT Security controls and frameworks to ensure appropriate preparation, monitoring and response to threats, • Ensure a risk-based approach to IT Security is adopted in every part of the business and solutions, • Work with members of the IT Security team to help design, implement and maintain security, • Prepare for, identify (hunt) and remediate cyber threats, • Operate and maintain IT Security controls related to SIEM, DLP, Vulnerability Management, Cyber Threat Intelligence, Endpoint Protection, etc., • Deliver IT Security projects from concept, approval, design, and implementation to operation, • Ability to collaborate effectively with others to drive forward key security objectives, • Strong documentation and report writing skills (to both technical and business audiences), • Excellent time management and organizational skills combined with technical IT Security acumen, • Familiarity of Firewalls, TCP/IP, IPS, DLP, proxies, SIEM, & Endpoint Protection software Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

Junior Loan Processor Cranford, NJ · Full-time, on-site · Mon–Fri, 9am–5pm About Unitas Unitas Funding is a direct lender for real estate investors nationwide, providing short-term financing for 1–4 family and multi-family acquisitions, ground-up construction, and development deals. The Role We are seeking a detail-oriented Junior Loan Processor to help move real estate investor loans from application through underwriting. You will serve as the key liaison between borrowers, brokers, and our underwriting team, keeping files organized and every loan on schedule. This is an entry-level position, and comprehensive training is provided. Responsibilities • File preparation: Collect and review borrower documentation, such as purchase contracts, bank statements, and rehab budgets, and prepare loan summaries for underwriting., • Pipeline management: Track timelines, clear conditions, and flag potential delays early., • Third-party coordination: Order and track appraisals, title, inspections, and credit reports, working with settlement companies and closers to keep everything aligned., • Communication: Serve as the main point of contact for brokers, borrowers, account executives, underwriters, and closers. Qualifications • Bachelor's degree, • Strong attention to detail and organizational skills, • Excellent written and verbal communication skills, • A dependable, service-oriented approach, • No prior loan processing experience required Compensation & Benefits • Salary range: $60,000 - $70,000, with annual bonus potential, • Healthcare, disability, and life insurance, • 401(k), • Comprehensive training and opportunities for professional growth Unitas Funding LLC is an equal opportunity employer. All qualified applicants are encouraged to apply regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Romark is a dynamic logistics organization operating across a multi-site, multi-customer, and multi-business-line environment, creating a level of financial and operational complexity that makes this senior FP&A Manager role both challenging and highly impactful. The FP&A Manager will become a trusted financial partner to leadership by delivering accurate forecasts, meaningful performance insights, and actionable recommendations across the business. Success will mean improving visibility into performance, strengthening financial accountability, and helping leaders make better, data-driven decisions. This opportunity is best suited for someone who enjoys navigating complexity, partnering across functions, and bringing structure and insight to a growing, operationally diverse organization. Key Responsibilities Financial Planning & Forecasting • Lead the annual budgeting process and periodic forecasting cycles across the organization., • Develop and maintain financial models covering revenue, operating expenses, headcount, capital expenditures, cash flow, and other key business drivers., • Partner with department leaders to develop budgets, forecasts, and long-range financial plans., • Identify financial trends, risks, and opportunities and recommend actions to improve business performance., • Continuously improve forecasting accuracy, planning methodologies, and financial processes. Financial Reporting & Analysis • Prepare monthly and quarterly management reporting packages, including financial results, KPIs, forecasts, and variance analysis., • Analyze actual performance against budget, forecast, and prior-year results and clearly explain key drivers., • Develop dashboards and reporting tools that provide leadership with timely visibility into business performance., • Perform scenario, sensitivity, profitability, and ad hoc analyses to support strategic and operational decisions., • Translate financial and operational data into concise insights and recommendations for management. Business Partnership • Serve as a strategic finance partner to operational and functional leaders across the organization., • Work with business leaders to establish financial targets, evaluate performance, and identify opportunities for improvement., • Support evaluation of investments, new initiatives, pricing decisions, cost-saving opportunities, and other strategic projects., • Develop a strong understanding of operational drivers and connect operational performance to financial outcomes., • Challenge assumptions constructively and help business partners make financially sound decisions. Process & Systems Improvement • Improve the efficiency, consistency, and scalability of FP&A processes, models, and reporting., • Help establish standardized financial planning and performance-management practices across the organization., • Partner with Accounting and other teams to ensure financial reporting is accurate, timely, and aligned with management reporting requirements., • Identify opportunities to automate recurring reporting and analysis., • Support the implementation and optimization of financial planning, reporting, and business intelligence systems. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field., • 5+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline., • Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling., • Advanced Excel skills and experience working with large and complex data sets., • Experience with ERP, financial planning, reporting, and/or business intelligence platforms., • Strong analytical and problem-solving skills with exceptional attention to detail., • Ability to communicate financial concepts clearly to both financial and non-financial audiences., • Demonstrated ability to work cross-functionally and influence business decisions., • Ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment. Preferred Qualifications • Experience developing or improving FP&A processes within a growing or evolving organization., • Experience with financial planning and analysis tools, ERP systems, and data visualization platforms., • Experience presenting financial results and recommendations to senior leadership., • Prior experience managing or mentoring financial analysts is a plus. Salary: $140,000 Company Description Romark Logistics, founded in 1954, is a logistics provider built on strong partnerships and a dedicated team focused on service and flexibility. The company delivers customized solutions across distribution, fulfillment, transportation, industrial real estate, and consulting to meet diverse client needs. Guided by a “what’s possible” mindset and advanced technology, Romark Logistics stays ahead of evolving market demands while remaining grounded in core values such as family, safety, quality, and sustainability. A culture of collaboration and continuous improvement enables the organization to integrate technology strategically and optimize efficiency. Romark Logistics is committed to delivering Personalized Service…Always.

Job Overview: Position: Accounts Payable Specialist Position Summary: The role involves managing a high volume of full-cycle accounts payable processes, ensuring timely payments to vendors and subcontractors, and maintaining positive relationships with both internal departments and external partners. Key Responsibilities ("What You'll Do"): -Accurately review and process a high volume of invoices and vendor information in accordance with company policies. -Code invoices and enter transactions into the SAGE accounting system -Prepare and maintain accounts payable reconciliations and supporting schedules. -Reconcile vendor statements and investigate payment discrepancies. • Perform matching of invoices, purchase orders, and delivery receipts. -Maintain accurate vendor records, including tax documentation and contact information. -Support month-end and year-end close activities. -Manage corporate credit card reconciliations and expense report review. -Respond to vendor inquiries and resolve issues professionally and promptly. -Monitor AP aging reports and ensure invoices are paid according to agreed-upon terms. -Review and match invoices to purchase orders and receiving documentation. -Ensure timely and precise entry of transactions into SAGE accounting software. -Prepare and process payments. -Reconcile statement balances to maintain accuracy. -Respond to vendor and internal inquiries. -Assist with month-end close activities, including account reconciliations and accrual support. -Collaborate internally to resolve invoice and payment-related issues. -Support year-end audits and provide requested documentation. -Maintain vendor records, including onboarding documentation and W-9 collection. -Assist with 1099 preparation and year-end reporting requirements. -Maintain organized AP documentation and filing systems for audit purposes. -Collaborate with internal departments and vendors to resolve payment-related issues. -Assist with intercompany transactions, reconciliations, and settlements. -Perform tasks with limited supervision. Qualifications & Requirements: • Experience: 3 years of experience is highly desirable., • Strong understanding of accounts payable processes and accounting fundamentals., • Proficiency in Microsoft Excel., • Excellent attention to detail and accuracy., • Strong organizational, communication, and problem-solving skills., • Ability to manage multiple priorities and meet deadlines. Industry Background: Construction industry experience is advantageous. • Experience working with accounting software and systems. Education: Associate’s degree in accounting, Finance, or a related field preferred. Technical Skills: -Familiarity with SAGE Accounting software -Proficiency in Microsoft Excel is required. -Acute attention to detail; ability to meet strict deadlines independently. • Work Location: Willingness to work in Newark, New Jersey.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

The Business Intelligence Analyst supports the analysis of operational workflows and lifetime profitability to measure operational and marketing channel effectiveness, and ensure adequate profitability for the business being written by the Direct Group. The person is responsible for assisting in the creation and maintenance of various databases, performance metrics and analytics required to achieve these goals. Essential Functions and Responsibilities • Works closely with others to gain strong understanding of insurance concepts such as financial P&Ls, expense ratios, rate level indications, loss ratio trends, and marketing funnel metrics and to get familiar with internal workflows (i.e. underwriting, sales and claims handling)., • Identify creative reporting solutions, including ad-hoc analysis that facilitates effective measurement of operational effectiveness. Upgrade existing reports to increase efficiency of distribution, reduce redundancy across reports and to improve ease of presentation., • Collaborate with other analytical teams throughout the enterprise to review insights from recent analytical exercises., • Effectively uses available front end reporting tools, data systems and information gathered from different areas throughout the company to analyze business issues. Communicate results to management., • Work with large databases from Production Data warehouse. Collaborate with data teams to leverage tools and techniques developed for effective data extraction, transformation and loading (ETL)., • Build automated reporting and analytical tools, which includes a) queries that extract and summarize data from our data warehouse and b) procedures that integrate this data into dynamic workbooks allowing for multiple levels of analysis., • Acts as a liaison between the Business Intelligence team and other departments within the Direct Group. Qualifications and Education • Demonstrated problem solving experience gained through related coursework and work experience. BA/BS degree in quantitative field of study., • Property and Casualty Insurance experience preferred., • Analytical problem solver with a high level of intellectual curiosity and attention to detail. Prior Product or Actuarial experience desired., • Strong programming/query experience in SQL Server and Tableau report building., • Proficient with all Microsoft Office products., • Three or more years of experience with relational database tools and concepts., • Excellent verbal and written communication skills., • Collaborative nature but also has the ability to work independently and efficiently on a high volume of tasks. Salary Range The pay range for this position is $71,000 to $94,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. Perks & Benefits • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Free onsite gym at our Woodbridge Location, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement About the Company The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. #LI-DNI

Job Title: Data Quality & Responsible AI Governance Lead Location: Newark, NJ (Hybrid — 3 days/week onsite) Employment Type: Contract-to-Hire Pay Rate: $55–$62/hour, depending on experience About the Role A major financial services firm is seeking a Data Quality & Responsible AI Governance Lead for a long-term, contract-to-hire engagement based in Newark, NJ (3 days/week onsite). This role sits at the intersection of data management and governance, enterprise data quality assurance, Responsible AI operations, data architecture, and technology risk management. You will make quality and governance requirements executable within the flow of delivery by embedding controls into data sourcing, ADS and data product certification, metadata and lineage workflows, pipeline validation, AI lifecycle gates, monitoring, exception management, remediation, recertification, and evidence generation. You will help mature a control plane that provides visibility into AI data readiness, data quality health, control coverage, exceptions, incidents, remediation status, and audit-ready evidence. Key Responsibilities • Lead enterprise implementation of data quality and AI data readiness controls across authorized data sources, data products, semantic products, and AI use cases., • Define what "AI-ready data" means in practice, including quality thresholds, lineage completeness, metadata completeness, source authorization, classification, access controls, issue history, freshness, and remediation expectations., • Translate Responsible AI control requirements into measurable data control requirements embedded into pipelines, certification workflows, metadata platforms, dashboards, and evidence routines., • Partner with data architects, data engineering, platform, and domain teams to determine where controls belong across ingestion, transformation, publication, semantic access, AI consumption, and runtime monitoring., • Perform hands-on data modeling (conceptual, logical, physical, canonical, semantic) to support trusted data products, ADS certification, AI consumption patterns, and downstream DQ control design., • Define reusable DQ and RAI control patterns, rule templates, evidence payloads, and implementation guidance that domain teams can adopt consistently., • Guide domain teams on defining DQ rules, thresholds, exception management, remediation, and evidence without duplicating central governance processes., • Establish operating routines for profiling, rule execution, exception review, root-cause analysis, remediation tracking, retesting, recertification, and closure evidence., • Integrate data quality controls into AI lifecycle gates so AI products use fit-for-purpose, authorized, governed, and traceable data sources., • Define and maintain control libraries for data quality, AI data readiness, metadata, lineage, access, privacy, monitoring, certification, and lifecycle governance., • Drive automation that reduces manual governance burden while improving traceability, repeatability, and audit readiness., • Define monitoring thresholds, alerts, KRIs, KPIs, and reporting routines that give senior leaders visibility into data quality health, AI readiness, exceptions, and remediation progress., • Coordinate across business owners, product teams, architecture, security, privacy, legal, compliance, risk, model risk, and audit., • Maintain audit-ready documentation including control mappings, rule logic, test results, approvals, exceptions, incidents, and remediation evidence., • Lead playbooks, standards, and enablement materials that help teams adopt DQ and RAI control practices at scale. Required Skills and Experience • Strong experience in enterprise data quality, data governance, data management, data architecture, technology controls, or Responsible AI operations within a complex enterprise environment., • Strong understanding of enterprise data architecture, authorized data sources, data products, data contracts, metadata, lineage, semantic layers, access controls, and governed lakehouse/cloud data platform patterns., • Hands-on experience designing/reviewing conceptual, logical, physical, canonical, dimensional, domain, and semantic data models., • Hands-on knowledge of data quality frameworks: rule design, profiling, thresholds, observability, reconciliation, anomaly detection, issue management, remediation, and scorecards., • Ability to connect data quality outcomes to Responsible AI needs: traceability, suitability, representativeness, bias/proxy-risk, privacy, monitoring, and lifecycle governance., • Experience embedding controls into pipelines, workflows, platforms, certification routines, metadata systems, or CI/CD., • Familiarity with AI/ML, generative AI, agentic AI, model lifecycle management, model registries, evaluation workflows, and production release controls., • Ability to translate policy and regulatory expectations into practical requirements, acceptance criteria, and evidence expectations., • Experience partnering with risk, compliance, legal, privacy, information security, model risk, and internal audit., • Excellent written and verbal communication skills for executives, practitioners, and control partners., • Strong execution and leadership skills: backlog management, stakeholder alignment, operating model design, and delivery against milestones. Preferred Qualifications • Experience in a regulated industry (financial services, insurance, healthcare, or similar)., • Experience with Data Quality, Responsible AI, AI governance, model risk, technology risk, or operational risk frameworks., • Working knowledge of DQ/observability tools, metadata/catalog platforms, lineage tooling, cloud platforms, and reporting tools., • Experience designing DQ rule libraries, control catalogs, evidence schemas, certification criteria, or automated control testing., • Experience defining operating models, RACI, decision rights, and executive reporting routines., • Technical fluency with SQL, Python, APIs, YAML/JSON, rules engines, and test automation strongly preferred., • Bachelor's degree in computer science, data science, engineering, information systems, risk management, or a related field; advanced degree or certifications preferred.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

Entry-Level Life Insurance Agent | Remote | PT or FT Opportunity Full Training | Mentorship | Licensing Assistance Available Candidates Must Reside in the U.S. About the Company The Gibbons Group is committed to helping individuals and families protect what matters most through simplified issue life insurance solutions that include valuable living benefits. Our mission is to make life insurance simple, accessible, and meaningful while providing motivated individuals with the training, mentorship, and support needed to build a successful career. Position Overview Are you looking for an opportunity where you can build a meaningful career while helping individuals and families protect their financial future? The Gibbons Group is seeking motivated individuals who are interested in starting a career in the life insurance industry. As an Entry-Level Life Insurance Agent, you will learn how to connect with clients, understand their needs, and provide guidance on insurance solutions designed to help protect what matters most. This opportunity is ideal for individuals who are driven, coachable, and ready to develop new skills in a supportive, performance-based environment. No prior insurance experience is required. We provide licensing assistance, training, mentorship, and ongoing support to help you build the foundation needed for long-term success. Key Responsibilities • Connect with prospective clients to learn about their needs and discuss life insurance solutions., • Build strong client relationships by providing professional guidance and support throughout the process., • Learn and apply company systems, processes, and product knowledge through training and mentorship., • Educate clients on available coverage options and help them understand solutions that may fit their goals., • Conduct client conversations and presentations in a professional and consultative manner., • Follow up with prospective clients and maintain consistent communication., • Develop sales, communication, and relationship-building skills while growing within the life insurance industry., • Participate in ongoing training, coaching, and professional development opportunities., • Maintain compliance with company policies, ethical standards, and applicable insurance guidelines. Qualifications • No previous insurance experience required; training and licensing assistance are available for qualified candidates., • Strong communication and interpersonal skills with the ability to build trust and connect with others., • Self-motivated with a willingness to learn and develop new professional skills., • Positive attitude with a strong work ethic and commitment to personal growth., • Ability to work independently while following company training, systems, and processes., • Comfortable communicating with clients through phone, email, and virtual platforms., • Interest in helping individuals and families protect their financial future., • Must be willing and able to obtain a life insurance license. What We Offer • Licensing assistance and guidance to help you begin your career in the life insurance industry., • Comprehensive training and ongoing mentorship to develop your product knowledge, communication skills, and sales abilities., • A supportive team environment focused on learning, growth, and professional development., • Flexible remote work environment with the ability to manage your schedule., • Performance-based compensation with uncapped earning potential., • Daily pay opportunities based on production., • Opportunities for advancement and continued growth within the organization. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Income is based on your activity, dedication, and success., • This opportunity provides the ability to build valuable sales and client relationship skills while developing a career in the life insurance industry. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our team, and approach our work every day. • Integrity: We believe in doing the right thing and maintaining honesty, professionalism, and ethical standards in everything we do., • Growth: We are committed to continuous learning, personal development, and helping our team members improve their skills., • Teamwork: We believe collaboration, encouragement, and support are essential to building a successful organization., • Commitment: We are dedicated to helping families protect their financial futures while supporting our team members in reaching their goals., • Excellence: We strive to provide exceptional service, maintain professionalism, and create a positive experience for every client and team member. Why Join The Gibbons Group? At The Gibbons Group, we believe that the right training, support, and dedication can help individuals build meaningful careers while making a positive impact on the lives of others. We provide the tools, guidance, and mentorship needed to help motivated individuals develop their skills, grow professionally, and build a successful future in the life insurance industry. If you are ready to learn, grow, and take the next step toward a rewarding career helping families protect what matters most, we would love the opportunity to connect with you.

The Opportunity We are a founder-owned luxury transportation company, operating an asset-light model across multiple entities and states. We’re ready to add a Controller who brings deep technical accounting expertise, proven process optimization, and the drive to build infrastructure that supports the next stage of the company’s growth. You will report directly to the CFO and work closely with an established accounting team that knows the business well. We are looking for a technical accounting partner who can own the close, lead the audit relationship, and bring structured process where it’s needed. You’ll earn autonomy quickly here: the expectation is a structured ramp-up, then the freedom to run. What You’ll Own Financial Reporting & Close Management • Own the full monthly, quarterly, and annual close process; work with the existing accounting team to drive continuous improvement in close timelines and accuracy, • Prepare and present financial statements in accordance with US GAAP, with particular attention to revenue recognition across service types, multi-entity consolidation, and contractor/vendor accounting, • Build and maintain the company’s accounting policy documentation, working with the team to codify the institutional knowledge and practices, • Produce management reporting that gives the CFO and ownership clear, actionable insight — not just numbers, but narrative General Ledger & Internal Control • Maintain and improve the general ledger in Workday Financials; own the chart of accounts, intercompany entries, and elimination processes across multiple entities, • Assess the current state of internal controls and develop a practical, right-sized control framework — one that protects the company without creating bureaucracy that slows a fast-moving business, • Identify and implement process improvements that reduce manual work, • Serve as the primary day-to-day contact for external auditors; manage the audit timeline, prepare schedules, and resolve questions efficiently, • Coordinate with outside tax advisors on federal and multi-state filings, ensuring the accounting team provides clean, timely data; flag tax-relevant transactions proactively, • Prepare support for the founder’s related entities, working with external advisors as needed, • Lead a team of 1–3 accounting professionals; set clear expectations, develop skills, and build on the team’s existing strengths to handle growth without simply adding headcount, • Foster a culture of accuracy, curiosity, and continuous improvement. Technology & Process Modernization, • Serve as the functional owner of Workday Financials from an accounting perspective; partner with IT and operations to optimize configuration, reporting, and integrations, • Evaluate and recommend tools that complement Workday — whether for expense management, AP automation, close management, or analytics — with a bias toward reducing repetitive work so the team can focus on judgment and analysis Who You Are Required • CPA license (active), • 5+ years of progressive accounting experience, with a meaningful portion in external audit and subsequent experience in a corporate/industry Controller or senior accounting role, • Deep working knowledge of US GAAP, particularly revenue recognition (ASC 606), multi-entity consolidations, and intercompany accounting, • Hands-on experience managing a monthly close process end to end and serving as the primary audit liaison, • A management style that is direct, organized, and development-oriented. You should be comfortable holding people accountable while investing in their growth. Strongly Preferred • Experience in a services, transportation, or other asset-light business model. The revenue recognition and cost structure patterns in these industries translate well, • Working knowledge of Workday Financials, including module configuration, report building, and integration management, • Exposure to founder-owned or closely held private companies, where you understand the dynamics of working with ownership directly and navigating related-entity considerations with appropriate discretion, • Experience with ERP systems at an administrative or power-user level. We run Workday Financials, but we are more interested in your ability to learn and optimize a system than in whether you’ve used this specific one. If you’ve been a strong user of NetSuite, SAP, Oracle, Sage Intacct, or a comparable platform, you’ll adapt., • Multi-entity and multi-state accounting experience. We operate across state lines and support related legal entities — you need to be comfortable with consolidation complexity and varied compliance requirement, • Demonstrated comfort with technology modernization — you’ve led or contributed to an ERP migration, automation initiative, or process overhaul in a prior role, • Familiarity with AI-powered accounting tools or a clear point of view on where automation should replace manual effort in the close, reconciliation, and reporting cycle. This is increasingly table stakes for the profession, and we want someone who leans forward on it What Will Make You Successful • Here Beyond the technical requirements, we’re looking for a specific type of professional, • You are a self-starter who doesn’t need to be managed closely. The CFO will invest time in onboarding you and building the relationship, then expects to step back. You should be energized by that autonomy, not anxious about it, • You know when to check in and when to run. Not every decision needs approval, but some do. You have the judgment to know the difference, and you communicate proactively when something is heading off-track rather than waiting to be asked, • You will challenge ideas constructively. We want your perspective, especially when you see risk or disagree with a direction. What we value is someone who raises concerns directly and supports them with evidence — then commits fully once a decision is made, • You bridge the technical and the practical. The leadership team understands the business deeply. Your value-add is connecting business knowledge to the accounting and reporting implications — explaining complex treatments and risks in clear, accessible terms, • You take ownership of problems, not just tasks. When something needs fixing — a process, a reconciliation, a deadline — you don’t just flag it. You come with a recommendations What the First 90 Days Look • Like We don’t expect you to transform the function in your first quarter. We do expect you to Immerse yourself in the business — understand how we generate revenue, where cash moves, who our key partners and vendors are, and how the operational model connects to the financials, • Conduct a thorough assessment of the current state of the books, the close process, internal controls, and the Workday configuration. Produce a written evaluation with a prioritized improvement plan, • Build relationships with the external audit partner, outside tax advisor, banking contacts, and key internal stakeholders., • Lead at least one close cycle start to finish, identifying friction points and quick wins. Work Environment & Logistics • We are an in-person-first organization. We believe that proximity matters — especially during your first several months when relationship-building and hands-on assessment of our processes require being in the room. That said, we are adults. Periodic remote work to accommodate life is expected and supported; we simply don’t operate on a permanent hybrid or remote schedule. This role may involve occasional travel to other company locations. Salary: On-Target Earnings: $150,000 based on experience and competency. Work Authorization Applicants must be legally authorized to work in the United States and maintain valid work authorization throughout their employment. This position is not eligible for employer-sponsored work authorization or visa sponsorship now or in the future. Employment is contingent upon successful completion of Form I-9 employment eligibility verification.

Elevate LLC | Partner Firm Opportunity Location: Clark, New Jersey (Hybrid) About Elevate Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. A partner firm of Elevate located in Clark, New Jersey is seeking an experienced Tax Manager/Director with a focus on individual and business entity returns. This role will work alongside the Tax Partner to lead and grow the practice. This is a high-impact leadership role offering the opportunity to shape the future of the firm’s tax strategy, client service, and team development. The ideal candidate has a generalist tax background and is comfortable with tax consulting work in addition to compliance. Key Responsibilities • Lead and expand the individual and pass-through tax practice, with responsibility for growth, client service, and team leadership., • Deliver high-quality tax advisory and compliance services to high-net-worth individuals, family offices, founders, executives, and pass-through entities (partnerships, S-Corps, LLCs)., • Review complex individual returns (Form 1040), including equity compensation (RSUs, ISOs, NSOs), multi-state filings, and K-1 reporting for founders and investors., • Oversee preparation and review of pass-through entity returns (Forms 1065/1120S), partner/shareholder allocations, and capital account maintenance., • Advise real estate, professional services, and high-net-worth clients on R&D tax credits, §174 capitalization, equity compensation planning, and pre-IPO/exit tax planning for founders and key employees., • Respond to client inquiries on compliance matters including individual income tax, pass-through entity tax, state residency/nexus issues, and equity compensation tax treatment., • Develop budgets and pricing, select staff, assign workloads, and prepare management reports., • Drive practice growth through expansion of services to existing clients and proactive business development., • Serve as a trusted advisor to individuals and closely held businesses on complex tax issues, wealth transfer, and exit planning., • Recruit, mentor, and inspire a high-performing tax team, fostering a collaborative, growth-focused culture., • Collaborate with Elevate’s leadership team and shared services to leverage technology, innovation, and best practices across the platform. Qualifications • Active CPA license required., • 10+ years of progressive experience in individual and pass-through entity taxation., • Demonstrated expertise in pass-through entity compliance (1065/1120S) and complex individual returns for high-net-worth clients., • Experience serving real estate, professional services, and high-net-worth clients., • Strong client relationship skills. Compensation & Benefits Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: • Medical, Dental, and Vision plans, • 401(k) plan, • Generous Paid Time Off (PTO), • Paid Firm Holidays, • Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Job Information: • Functional Title: Assistant Vice President, Compliance Monitoring and Testing, • Department: Compliance Risk Management, • Corporate Level: Assistant Vice President, • Reports To: Director, Compliance Monitoring and Testing, • Location: HXO, MPO, • Expected full-time salary range between $ 125K - 135K + variable compensation + 401(k) match + benefits The Compliance Monitoring & Testing team sits within the second line of defence in Compliance Risk Management. The Assistant Vice President (“AVP”) of Compliance Monitoring & Testing plays a critical role with the second line of defence and will provide leadership, expertise and structure to support the ongoing maturation of the Compliance Program and the continuous improvement to enhance the proactive oversight of compliance risk.. The AVP will be required to stay abreast of developments on regulatory requirements and best practices to ensure the monitoring and testing framework remains fit for purpose and that controls gaps are identified to ensure effective compliance risk management. What you will be doing: • Ability to write Compliance Testing reports clearly and concisely that require little to no oversight or rewrite, • Manages stakeholder engagement independently., • Ability to independently scope a review after reviewing related regulations, the related CRA as well as conversations with Advisory Compliance, • Takes initiative for next steps with limited instruction, • Has enough experience with Compliance Testing to propose solutions to make the team’s processes (and related documents like templates) more efficient, • Works independently (with limited direct authority) to assess and identify gaps and influence outcome, • Takes ownership and accountability for deliverable timelines and work quality, • Maintains relationships and networks and engage with senior stakeholders across the firm to advise on key areas of expertise that support the mitigation of compliance risk, • Adapts communication style to differing audiences to support and drive cross functional collaboration, • Has judgement-based decision making in areas of elevated compliance risk and adapt policies and procedures What we are looking for: • Minimum bachelor’s degree; Postgraduate degree (e.g., JD, MBA) or compliance / testing / audit certifications a plus, • 3-5 years’ experience of compliance testing / monitoring / auditing / risk management; Regulatory experience a plus, • Strong analytic capabilities; excellent communications skills to influence stakeholders, • Ability to work independently (with limited direct authority) to assess and identify gaps and influence outcomes, • Ability to take initiative for next steps with limited instruction, • Advanced proficiency in Microsoft Office (i.e., Word, Excel, PowerPoint) and SharePoint required. Familiarity with Governance, Risk & Compliance (GRC) tools (e.g., Archer) a plus, • Proficiency in regulatory requirements e.g. Prudential, BSA/AML, Privacy, • Knowledge of a Financial Market Utility regulatory environment, key legislative requirements and practical implications would be beneficial, • Experience in executing testing plans, • Familiarity with corporate compliance programs and standards relative to Federal Reserve SR 08-8 would be beneficial

Technical/Data Analyst – People Domain Job Details • Employment Type: Contract, • Location: Hybrid – 3 days/week onsite in Newark, NJ, • Client: Major Financial Firm, • Pay Rate: $65 – $80 per hour, • C2C and W2 are acceptable About the Role • Support the People Domain Activation project as it transitions to an enterprise Data-as-a-Product operating model, • Partner with Domain Owners, Stewards, Data Engineering, and cross-functional business teams, • Define domain scope, document data assets, and elicit requirements, • Ensure metadata and quality standards are met while supporting the build-out of People-related data products Key Responsibilities • Lead the inventory of People domain data assets, • Collaborate with data architects and engineers on conceptual, logical, and physical data models for People data, • Define quality rules, validations, and issue-management workflows for People domain assets, • Translate business requirements into user stories, acceptance criteria, and data mapping specifications for activation sprints, • Collect, analyze, and interpret large data sets from multiple sources to identify trends, patterns, and actionable insights, • Use Microsoft Purview (Unified Catalog and data lineage) to identify trusted datasets, assess data health, and evaluate downstream impact, • Gather requirements from business users and translate them into data analysis and reporting solutions, • Support business cases and strategic initiatives with quantitative analysis, • Present findings and recommendations to stakeholders through clear, concise presentations and reports, • Partner with IT and business teams to define and implement data management best practices, • Continuously improve processes and efficiency through data-driven approaches Required Qualifications • Strong understanding of HR/People data, • Deep understanding of People/HR processes and architecture, • Knowledge of PI/PHI handling, • Exposure to DM&G standards and enterprise operating models, • Proficiency in data analysis tools and languages (SQL, Excel, Python), • Experience with data visualization tools (Tableau, Power BI), • Strong analytical, problem-solving, and critical thinking skills, • Excellent written and verbal communication skills, with the ability to present complex data clearly, • Strong attention to detail and organizational skills Preferred Qualifications • Experience in the HR domain or insurance industry, • Working knowledge of Microsoft Purview, including data catalog and lineage capabilities, • Familiarity with cloud-based data lake/hub concepts and database management systems, • Experience working in Agile or cross-functional teams

Full Stack Software Engineer (React / Node.js) Contract-to-Hire Opportunity with a Major Investment Firm Location: Newark, NJ (Hybrid - 3 Days/Week Onsite) Duration: 12+ Months (Contract-to-Hire) Pay Rate: Up to $70/hour W2 (Based on Experience) Employment Type: W2 Only (No C2C) Candidates: Local Candidates Only We are seeking a Full Stack Software Engineer with a strong emphasis on React and Node.js development to join a growing technology team supporting enterprise applications within a leading financial services organization. This role is ideal for someone who enjoys building modern, scalable web applications and collaborating with cross-functional teams in an Agile environment. You'll work on innovative digital initiatives that directly support business growth while leveraging modern cloud technologies and development best practices. What You'll Do • Build scalable, high-quality applications using modern development standards and architectural best practices, • Develop responsive front-end applications using React.js, • Design and build backend services and RESTful APIs using Node.js, • Collaborate with Product Owners, Technical Leads, and fellow Engineers to deliver business-critical solutions, • Participate in technical design discussions and contribute to application architecture, • Write clean, maintainable, and well-documented code, • Develop unit tests, integration tests, and automated testing solutions, • Troubleshoot production issues and implement effective solutions, • Contribute to continuous improvement initiatives and adopt emerging technologies, • Work within Agile teams to deliver high-quality software on schedule Required Qualifications • Strong hands-on experience with React.js, including Hooks, state management, and component-based architecture, • Solid backend development experience using Node.js (Express and/or NestJS), • Strong proficiency with JavaScript and TypeScript, • Experience designing and integrating RESTful APIs and/or GraphQL, • Experience building applications using microservices architecture, • Hands-on experience with AWS services such as EC2, S3, API Gateway, and Lambda, • Experience deploying containerized applications using Docker and AWS ECS or EKS, • Experience with CI/CD pipelines and automated deployments, • Understanding of AWS infrastructure concepts including VPC, IAM, Load Balancers, and Auto Scaling, • Experience working with relational and/or NoSQL databases such as PostgreSQL or MongoDB, • Familiarity with monitoring and logging tools such as CloudWatch Preferred Experience • Experience working within enterprise-scale application environments, • Knowledge of React best practices for building responsive, scalable user interfaces, • Exposure to cloud-native application development, • Experience working in Agile/Scrum environments, • Financial services experience is a plus If you're looking for a long-term opportunity where you can work with modern technologies, build enterprise applications, and grow your career within a leading investment firm, we'd love to hear from you. Apply today with your updated resume.

Maximize your income, apply today to secure top payout tiers and tap into high-converting client channels! Opportunity Overview Say goodbye to cold calls and shared contacts that go nowhere. We connect ambitious insurance professionals directly with everyday consumers who are actively requesting coverage options online. In this position, you will leverage discounted, high-intent digital inquiries to convert leads efficiently while gaining access to an all-in-one recruiting blueprint if you choose to build and lead your own production team. Core Responsibilities • Inbound Sales Execution: Engage with warm digital prospects, evaluate individual policy needs, present options, and write new business., • Client Portfolio Management: Maintain ongoing client communications, oversee policy updates, and track applications through underwriting., • Leadership & Recruitment (Optional): Utilize complimentary recruiter leads and automated onboarding resources to attract, train, and earn override revenue on new producers., • Skill Enhancement: Participate in structured carrier training, sales workshops, and leadership masterclasses. What We Offer • Top-Tier Pay Structures: Contract levels scaling up to 140% based on your performance., • High-Intent Inbound Traffic: Fresh, digital leads generated from active web searches at extremely low costs., • Scalable Business Tools: Free recruitment leads, hiring support, and step-by-step agency expansion strategies., • Comprehensive Back-Office Support: Dedicated administrative help, product guidance, and workflow software to streamline your daily sales. Candidate Requirements • Valid Life Insurance License, • Background in insurance, telesales, or customer-facing advisory roles., • Exceptional communication skills and strong self-discipline., • Ambition to maximize individual production or scale a long-term agency. Note: This position is 100% performance-commission based, offering total schedule independence, uncapped earning capabilities, and a direct path to scaling your own business. Ready to leave expensive, low-quality leads behind? Submit your application today to review the program!

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. It would be even better if you also had... • CPA or Enrolled Agent certification, • Experience completing complex tax returns, • 5+ years of experience in accounting, finance, bookkeeping or tax, • Experience conducting in person and virtual tax interviews that create confidence in clients, • Tax planning and audit support experience, • Sales and/or marketing experience What you'll bring to the team... • Conduct tax interviews with clients in person and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your work is impacting results, • Grow your tax expertise Your Expertise • Experience completing individual tax returns, • Experience working in a fast-paced environment, • Access to high speed, reliable internet, • Experience and skilled in technology (specifically MS Teams and Outlook, Co-Pilot, • Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat as well as in-person, • Experience utilizing effective customer service techniques, • Analytical and problem-solving skills, • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent, • Availability to work a minimum of 20 hours a week during peak tax season, • Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions) The Community You Will Join At H&R Block, we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you.

We are seeking a highly skilled and versatile Video Production Specialist to join our creative team. The ideal candidate will have hands-on experience managing the full video production lifecycle, including pre-production planning, studio and on-location filming, lighting and camera setup, audio capture, post-production editing, and content delivery. This role requires a strong visual storyteller who can translate business objectives into engaging video content optimized for digital, social, internal communications, and marketing channels. Key Responsibilities: • Collaborate with cross-functional teams to develop creative concepts and video content that support business and marketing objectives., • Manage all phases of video production, including pre-production planning, storyboarding, scheduling, filming, editing, and final delivery., • Operate professional video equipment, including cameras, lighting, audio, and studio production tools., • Set up and manage studio and on-location shoots, ensuring optimal lighting, sound, and production quality., • Capture high-quality video footage, interviews, b-roll, and event coverage., • Edit video content for multiple platforms and channels, maintaining high production standards and brand consistency., • Incorporate graphics, transitions, music, color correction, and sound design to enhance storytelling and audience engagement., • Collaborate with creative and marketing teams to ensure video content aligns with brand guidelines and campaign objectives., • Manage video assets, footage libraries, and production files for future use and scalability., • Stay current on video production trends, technologies, and best practices, bringing innovative ideas and solutions to the team., • Support live or virtual production needs when required. Qualifications Education and Experience: • Bachelor's degree in Film Production, Video Production, Communications, Media Arts, or a related field (or equivalent work experience)., • 3+ years of professional experience in videography, video production, or a related creative role., • Portfolio demonstrating expertise across video production, filming, editing, and storytelling. Skills: • Proficiency in Adobe Creative Cloud, including Premiere Pro, After Effects, Audition, and Media Encoder., • Strong understanding of camera operation, framing, composition, lighting, and audio recording techniques., • Experience with studio production, multi-camera setups, and interview-style shoots., • Advanced video editing skills with a strong eye for pacing, narrative structure, and visual storytelling., • Knowledge of color correction, audio mixing, and video optimization for various digital platforms., • Ability to manage multiple projects simultaneously and meet tight deadlines., • Strong communication, organizational, and project management skills., • Attention to detail and commitment to delivering high-quality work. Preferred Qualifications: • Experience in a regulated industry or agency setting, • Familiarity with livestream, webinar, or virtual event production workflows., • Experience developing content for social media platforms and digital marketing campaigns., • Basic photography skills and experience capturing still assets., • Understanding of accessibility standards, including video captioning and optimized viewing experiences. Ideal Candidate The ideal candidate is a hands-on producer and creator who is equally comfortable planning a shoot, setting up a studio, operating cameras and lighting, conducting interviews, editing footage, and delivering polished final content. They are proactive, collaborative, and capable of owning projects from concept through completion while maintaining the highest standards of creative quality. payrate: 50 - 55/hr depending on experience.

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – Cyber & Network Security Engineer, • Department - CISO, • Corporate level – Vice President, • Report to - Cyber & Network Security Engineering Lead, • Location – Iselin, New Jersey. On Site 2 days per week., • Expected full-time salary range between $170,000 - $190,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: The Vice President (VP), Security Engineering is a senior technical engineering role responsible for leading the deployment, automation, and operational support of enterprise security platforms and controls. Ideally the candidate will have AWS cloud infrastructure security tooling integration, security automation experience. This role requires a hands-on engineer who can build and deploy AWS-based environments to evaluate, test, and design and operationalize new security technologies and engineer off the shelf security tools. They will lead and mentor the junior engineers. Curiosity to learn, get stuck in and get things delivered. Key Responsibilities: Security Engineering & Tool Deployment • Design, build and configuring and maintain enterprise security platforms and services., • Have experience with some or all the following products, • Splunk Enterprise / Splunk Cloud, • Forcepoint Web Security, • Forcepoint Email Security & DLP, • Zscaler DLP and Internet Access, • Microsoft Purview DLP, • Qualys VMDR, • Crowdstrike Faclon, • Additional threat detection, monitoring, and data protection technologies., • Troubleshoot platform, infrastructure, and integration issues across security ecosystems., • Work with infrastructure engineering on infrastructure deliverables ensuring that security is engineered into their solutions., • Provide senior leadership and guidance to the wider engineering community. AWS Infrastructure Engineering • Help build and manage AWS environments used for proof-of-concepts, product evaluation, security testing, and production deployments., • Develop repeatable Infrastructure-as-Code (IaC) capabilities for rapid deployment of security tooling., • Engineer secure cloud architectures incorporating:, • EC2, • VPCs, • Security Groups, • IAM, • Route53, • S3, • Lambda, • CloudWatch, • GuardDuty, • AWS Organizations, • Support secure cloud adoption initiatives and platform modernization programs. Security Automation & Development • Develop automation solutions using Python to reduce operational overhead and improve security effectiveness., • Create and maintain scripts, APIs, orchestration workflows, and automation frameworks for:, • Security tool deployment, • Configuration management, • Monitoring and alerting, • Compliance validation, • Asset discovery, • Data collection and reporting, • Integrate security tooling with enterprise workflows and operational platforms. Security Monitoring & Detection Engineering • Design and implement security monitoring use cases., • On board new log sources., • Develop Splunk searches, correlation rules, dashboards, and reporting capabilities., • Improve threat detection coverage through security telemetry integration and log onboarding., • Partner with Cyber Defense teams to improve detection engineering and incident response capabilities. Data Protection Engineering • Deploy and manage enterprise Data Loss Prevention (DLP) solutions., • Configure and optimize:, • Forcepoint DLP, • Microsoft Purview DLP, • Zscaler DLP, • Work with data owners and security architects to implement controls protecting sensitive information. Technical Leadership • Collaborate closely senior engineers and architects to deliver secure-by-design solutions., • Support security technology roadmaps and strategic initiatives. Experience • 5+ years of experience in Security Engineering, Cloud Security Engineering, or Infrastructure Security., • Experience mentoring and leading junior engineers., • Experience working across engineering and architecture groups to deliver solutions that are secure from the ground up., • Experience building and deploying AWS environments from the ground up., • Hands-on experience onboarding, configuring, and operating enterprise security platforms., • Strong experience automating security operations using Python., • Experience supporting security technology evaluations, proof-of-concepts, and production rollouts. Technical Skills: Cloud & Infrastructure • AWS (preferred), • Infrastructure-as-Code concepts, • Linux and Windows administration, • Networking fundamentals (TCP/IP, DNS, HTTP/S, Routing, Proxies) Security Technologies (all not essential but desirable) • Splunk, • Forcepoint Web Security, • Forcepoint DLP, • Forcepoint Email Security, • Zscaler DLP, • Microsoft Purview DLP, • Qualys VMDR, • SIEM, Endpoint Detection & Response (EDR), DLP, and Vulnerability Management technologies, • Ansible, • SCCM Development & Automation • SPL, • Python, • REST APIs, • Automation frameworks, • Scripting and orchestration, • CI/CD concepts Desirable Qualifications • AWS Solutions Architect, Security Specialty, or equivalent certification., • Splunk Power User, Admin, or Architect certification., • CrowdStrike Certified Falcon Administrator., • Experience with Terraform or CloudFormation. Key Competencies • Troubleshooting and problem-solving skills., • Strong engineering mindset with a passion for automation., • Strong desire to learn new technologies. Success Measures • Engineering and onboarding of security technologies., • Increased automation and reduction in manual operational effort., • Improved security monitoring and detection capabilities., • Stable, scalable, and secure AWS-hosted security infrastructure., • Successful delivery of security engineering initiatives aligned with business and security objectives. What we’re looking for: • Experience in security engineering / cyber engineering in complex, regulated environments (markets technology / investment banking / FMI strongly preferred)., • Proven delivery of large-scale security platforms end-to-end (design → build → run), including multi-system integration., • Engineering mindset: able to go deep on architecture, automation, telemetry, and operational resilience., • Strategic thinker with the ability to translate vision into execution., • Strong communicator and collaborative who can work across the organization., • Data-driven and outcome-focused, with a bias toward measurable security improvements., • Comfortable operating in fast-paced, evolving environments. Professional qualifications / certifications: • Experience in security engineering (5+ years), • Experience in:, • Working in highly regulated operations and complex organizational structures., • Reporting to senior leadership supporting executive level decision-making and prioritization., • Engaging in complex governance, contributing to multi-layered committees or forums., • Understand, interpret and apply regulatory requirements, compliance and industry standards. Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

Scrum Master Location: Newark, NJ (Hybrid, 3 days/week onsite) Employment Type: Contract-to-Hire Pay Rate: $50 – $60/hour on W2. No C2C Client: Major Investment Firm About the Team • Join a team of change agents who coach, teach, and guide individuals using Agile principles, practices, and frameworks, • Partner with product owners, tech leads, designers, engineers, and delivery professionals to improve the End User Experience, • Bring strong problem solving, communication, teamwork, business insight, inclusive leadership, and a continuous learning mindset Key Responsibilities • Collaborate with product owners to understand needs and define feature stories, • Work with tech leads on technical design and with team members to understand systems end-to-end and deliver robust solutions with business impact, • Bring knowledge of relevant and emerging technologies, provide feedback, and embed learning and innovation into daily work, • Solve problems of diverse scope that require evaluation of identifiable factors, • Ensure teams live Agile values and principles and follow agreed-upon processes to deliver committed solutions, • Promote and support Agile principles by helping everyone understand applied theories, practices, rules, and value, • Act as a true servant leader to the team and the larger organization, • Help stakeholders outside the team improve their interactions with the team to increase value delivered, • Support all aspects of risk management and impediment resolution Required Qualifications • Proven experience as a Scrum Master, Release Train Engineer, or comparable Agile delivery leadership role, • Experience with Agile development methodologies, • Knowledge of business concepts, tools, and processes needed for sound decision making, • Ability to leverage diverse ideas, experiences, and perspectives for the benefit of the organization, • Commitment to continuous learning through self-initiative, • Excellent problem solving, communication, and collaboration skills Experience With Several of the Following • Agile principles and frameworks, including story writing, estimation, facilitation, and continuous improvement (CI), • Performing the Scrum Master role on teams with highly complex outcomes, • Facilitating and tracking Objectives & Key Results (OKRs), prioritization, backlog refinement, and specialty workshops, • Delivery, reporting and metrics, and Agile toolchains (Jira, Jira Align, Miro, etc.) Preferred Qualifications • Certified Scrum Master (CSM) certification, • Scrum Master experience supporting multiple teams in the financial services industry, • Project Management experience, • Understanding of Device Lifecycle Management

Full Stack Software Engineer Contract-to-Hire Opportunity with a Leading Financial Services Firm Location: Newark, NJ (Hybrid – 3 Days/Week Onsite) Duration: Contract-to-Hire Pay Rate: Up to $65/hr W2 Employment Type: W2 Only (No Corp-to-Corp) Work Authorization: Must have permanent authorization to work in the United States Candidates: Local Candidates Preferred We are seeking a Full Stack Software Engineer to join a high-performing technology team supporting enterprise retirement and financial services platforms. This role offers the opportunity to work on modern cloud-native applications while contributing to large-scale digital transformation initiatives within one of the world's leading financial institutions . The ideal candidate will bring strong full-stack development experience across modern frontend frameworks, backend technologies, cloud platforms, and DevOps practices. This position offers exposure to innovative technologies, collaborative Agile teams, and highly visible business initiative s. What You Can Expect on a Typical • DayDesign, develop, and maintain enterprise applications using modern software engineering principles and best practi, • cesBuild scalable, secure, and high-performing applications that support critical business functi, • onsDevelop high-quality, maintainable, and well-documented code while adhering to established development standa, • rdsCollaborate closely with product owners, architects, technical leads, designers, and fellow engineers to deliver business-focused soluti, • onsParticipate in technical design discussions and contribute to architecture and implementation decisi, • onsDevelop and enhance responsive user interfaces using modern frontend technolog, • iesBuild and maintain backend services, APIs, and microservices supporting enterprise applicati, • onsWrite and execute unit tests, integration tests, and automated functional te, • stsTroubleshoot and resolve issues identified through testing, production support, or monitoring activit, • iesContribute to Agile ceremonies, sprint planning, backlog refinement, and continuous improvement initiati, • vesIdentify opportunities to leverage emerging technologies and innovative approaches to solve business challen, • gesSupport cloud-based application deployment, monitoring, and operational excelle nce Required Qualificat • ionsStrong hands-on experience developing modern web applications using Reac, • t.jsExperience with React Hooks, state management, component-based architecture, and responsive UI develop, • mentSolid backend development experience using Node.js and frameworks such as Express.js or Ne, • stJSStrong proficiency with JavaScript and TypeScript across frontend and backend develop, • mentExperience designing, developing, and integrating RESTful APIs and GraphQL serv, • icesExperience building and supporting microservices-based architect, • uresHands-on experience with AWS cloud services includ, • ing, • :E, • C2S3API Gat, • ewayLa, • mbdaExperience with containerization technologies, including Do, • ckerExperience deploying applications to AWS ECS or EKS environm, • entsExperience building and maintaining CI/CD pipelines and automated deployment proce, • ssesUnderstanding of cloud infrastructure concepts, includ, • ing:, • VPC, • sIAMLoad Balan, • cersAuto Sca, • lingExperience with relational and NoSQL databases such as PostgreSQL and Mon, • goDBKnowledge of database design, query optimization, and performance tu, • ningExperience with monitoring, logging, and observability tools such as CloudW atch Additional Technical Experience Pref • erredExperience with Java develo, • pmentExperience with Spring, • BootExperience with Python develo, • pmentFamiliarity with enterprise-scale distributed sy, • stemsExperience working in highly regulated environments such as financial services, banking, or insu rance Soft Skills & Professional Attr • ibutesStrong analytical and problem-solving abi, • litiesExcellent communication and collaboration, • skillsAbility to work effectively in cross-functional Agile, • teamsStrong attention to detail and commitment to code q, • ualityDemonstrated passion for continuous learning and professional devel, • opmentAbility to balance technical excellence with business obje ctives Why Consider This Oppor • tunity?Contract-to-hire opportunity with a leading financial services organ, • izationWork on enterprise-scale digital transformation init, • iativesModern technology stack including React, Node.js, AWS, Docker, and Micros, • ervicesExposure to innovative cloud-native development pr, • acticesCollaborative engineering culture focused on learning, growth, and technical exc, • ellenceStrong long-term career potential within a stable and growing organ ization

Senior Data Engineer — Contract Location: Hybrid — 3 days/week onsite in Newark, NJ About the Role Join a major investment firm as a Senior AWS Data Engineer supporting enterprise data platform initiatives. This role focuses on building scalable data pipelines, CI/CD automation, and end-to-end data solutions across the AWS ecosystem. Experience with Informatica (data catalogue, marketplace, data lineage, data quality), Denodo, and/or Ataccama is a strong plus. Qualifications • Bachelor's degree in Computer Science, Software Engineering, MIS, or equivalent combination of education and experience, • 8+ years of experience as a Data Engineer on the AWS stack, including DevOps tooling, • AWS Solutions Architect or AWS Developer Certification required, • Strong hands-on experience with AWS services, including:, • CloudFormation, S3, Athena, Glue, Glue DataBrew, EMR/Spark, • RDS, Redshift, DynamoDB, Lambda, Step Functions, • IAM, KMS, SM, EventBridge, EC2, SQS, SNS, • LakeFormation, CloudWatch, CloudTrail, DataSync, DMS, • Experience implementing high-velocity streaming solutions using Amazon Kinesis, AWS Managed Airflow, and AWS Managed Kafka (preferred), • Proven experience building AWS data lake/data warehouse solutions, • Skilled in designing, developing, and implementing data ingestion pipelines on AWS, • Knowledge of ETL/ELT implementation for data solutions, • Experience delivering end-to-end data solutions: ingest, storage, integration, processing, and access, • Familiarity implementing RBAC strategies using AWS IAM and Redshift RBAC model, • Experience building and implementing CI/CD pipelines using CloudFormation and Jenkins, • Strong programming skills in Python, Shell scripting, and SQL, • Experience with SQL stored procedures for data analysis, • Experience building automated pipelines to ingest data from relational databases, file systems, and NAS shares into AWS RDS, Aurora, and Redshift, • Experience building automated pipelines to ingest data from REST APIs into AWS S3 and relational databases, • Solid DevOps background, including:, • Bitbucket (source code management), • Python, Shell, Groovy scripting, • API deployment for tooling integration, • Jenkins and CloudBees (Pipeline as Code, Shared Libraries), • SonarQube, Artifactory, and similar DevOps tools, • Maven, MS Build, Gradle, • Docker, • Jira and Confluence, • Infrastructure as Code via CloudFormation, • Experience creating Jenkins CI pipelines integrating Sonar/security scans and test automation, • Ability to accurately document exceptions, issues, action plans, meeting minutes, and lessons learned Responsibilities • Design, build, and maintain efficient, reusable, and reliable code, • Ensure optimal performance and quality of high-scale data applications and services, • Participate in system design discussions, • Independently perform hands-on development and unit testing, • Collaborate with the development team to integrate components into the enterprise data platform, • Work cross-functionally with product, QE/QA, and other teams throughout the full software development lifecycle, • Identify and resolve performance issues, • Stay current with emerging technologies and implementation practices, • Participate in code reviews to ensure standards and best practices are met, • Take ownership of estimating, planning, and managing tasks in an Agile environment, • Take shared responsibility for software quality rather than relying on separate QA teams, • Collaborate closely with all team members toward shared goals, • Engage with users as needed to clarify requirements

Lead Data Scientist Location: Hybrid — Newark, NJ (3 days/week onsite) Employment Type: Contract-to-Hire Pay Rate: $70-$85 per hour, based on experience. No C2C/1099. W2 only. About the Role • Join a leading investment firm as a Lead Data Scientist, partnering with Machine Learning Engineers, Data Engineers, Data Analysts, and cross-functional teams to build AI and Machine Learning products, • Implement Machine Learning, AI, and agentic capabilities that deliver stability, scalability, and integration across products and services, • Solve sophisticated business problems and deploy innovative products and experiences What You'll Do • Provide deep technical leadership across a portfolio of high-impact data science initiatives, • Identify optimal data, models, and training/testing techniques for successful product delivery, • Manage team members across data analysis, model development (traditional ML and statistical models), GenAI and agent development, testing, training, and tuning, • Write production-grade code and partner with ML engineers to push models into production, including traditional ML, statistical models, GenAI, and agentic solutions, • Work hands-on with Agentic AI systems, fine-tuning techniques (e.g., LoRA), LLM deployment, RAG, Agentic RAG, Strands, Claude Agents SDK, and related agentic concepts, • Communicate model design and development clearly to technical and non-technical audiences, • Leverage CI/CD best practices, including test automation and monitoring, for ML model and application deployment, • Stay current on emerging technologies and embed learning/innovation into the team's daily work, • Program primarily in Python and SQL What You Bring • Advanced degree (Master's or Ph.D.) in Mathematics, Statistics, Engineering, Econometrics, Physics, Computer Science, Actuarial Science, Data Science, or a related quantitative field, • Experience leading a small team with minimal guidance, • Demonstrated ability to mentor team members and manage operations based on project and resourcing needs, • Ability to influence business stakeholders and drive adoption of AI/ML solutions, • Experience with Agile methodologies and Test-Driven Development (TDD), • Strong business acumen to support sound, context-driven decision-making, • Excellent problem-solving, communication, and collaboration skills, • Experience with cloud-based AI platforms such as Bedrock and SageMaker Preferred Technical Expertise (several of the following) • Data acquisition and transformation using APIs, semantic data models, SQL, and Python, • Database management across relational (SQL), unstructured (NoSQL), and graph/ontology (Graph DB) systems, • Data analysis using visualization, manipulation, and statistical methods to identify trends and anomalies, • Strong foundation in multivariable calculus, linear algebra, differential equations, applied probability, and applied statistics, • Deep understanding of machine learning theory, including supervised and unsupervised models, • Experience with Generative AI and NLP, including RAG, LangChain, LangGraph, vector databases, LangFuse, and AgentCore, • Understanding of the model deployment lifecycle, A/B testing, CI/CD pipelines, and frameworks such as AWS SageMaker and Azure Agentic AI tools

You love developing client relationships, winning business and being client facing. You have ambitions to be a partner. It seems as though you are stuck at your current position. There’s either no room for growth or you aren’t getting the opportunity to progress. Things at this firm are different. This position is something to be excited about. You will be someone with a passion for business development. Maybe you have a book of business to bring too. Eventually, you’ll get equity within the firm. The growth opportunities are endless too, resources from different areas to help you excel at your job. You’ll get exposure to different niches and clients. The office you’ll be working out of is in Clifton NJ, where you will be in the office full time. CPA required and CCH experience preferred. You will be experienced in a public accounting firm, with a generalist background. The tax returns will be majority from small - mid size business clients. ........................................... How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career. The best-case? Something genuinely exciting.

Data Quality and Responsible AI Specialist • Location: Newark, NJ (Onsite, 5 days per week), • Employment Type: Long-term Contract to Hire, • Client: Major Financial Firm, • Pay Rate: $55 to $62 per hour on W2, • No C2C. W2 only. About the Role • Sits at the intersection of Data Management and Governance, enterprise data quality, Responsible AI operations, data architecture, and technology risk management, • Embeds quality and governance controls directly into data delivery workflows, • Helps mature a control plane that provides visibility into AI data readiness, data quality health, control coverage, exceptions, remediation, and audit-ready evidence Key Responsibilities • Lead enterprise implementation of data quality and AI data readiness controls across data sources, data products, semantic products, and AI use cases, • Define what "AI-ready data" means, including quality thresholds, lineage and metadata completeness, source authorization, classification, access controls, and freshness, • Translate Responsible AI requirements into measurable data controls embedded in pipelines, certification workflows, metadata platforms, and dashboards, • Partner with data architects, engineering, platform, and domain teams to place controls across ingestion, transformation, publication, AI consumption, and runtime monitoring, • Perform hands-on conceptual, logical, physical, canonical, and semantic data modeling to support trusted data products and ADS certification, • Build reusable DQ and RAI control patterns, rule templates, evidence payloads, and implementation guidance, • Guide domain teams on DQ rules, thresholds, metrics, exceptions, and remediation, • Establish routines for profiling, rule execution, issue triage, root-cause analysis, remediation tracking, and recertification, • Integrate data quality controls into AI lifecycle gates, • Maintain control libraries for data quality, metadata, lineage, access, privacy, monitoring, and lifecycle governance, • Drive automation to reduce manual governance burden and improve audit readiness, • Define KRIs, KPIs, alerts, and reporting that give senior leaders visibility into data quality health and remediation progress, • Coordinate with business, product, engineering, security, privacy, legal, compliance, risk, model risk, and audit teams, • Maintain audit-ready documentation including control mappings, rule logic, test results, approvals, and remediation evidence, • Lead playbooks, standards, training, and enablement materials for DQ and RAI adoption at scale Required Skills and Experience • Strong experience in enterprise data quality, data governance, data management, data architecture, technology controls, or Responsible AI operations, • Strong understanding of enterprise data architecture, data products, data contracts, metadata, lineage, semantic layers, and governed lakehouse or cloud platforms, • Hands-on experience designing conceptual, logical, physical, canonical, dimensional, and semantic data models, • Hands-on knowledge of data quality frameworks: rule design, profiling, thresholds, observability, reconciliation, anomaly detection, and scorecards, • Ability to connect data quality outcomes to Responsible AI needs such as traceability, data suitability, bias and proxy risk, and privacy constraints, • Experience embedding controls into pipelines, workflows, metadata systems, or CI/CD processes, • Familiarity with AI/ML, generative AI, agentic AI, model lifecycle management, model registries, and production release controls, • Ability to map policy and regulatory expectations into practical requirements, testing procedures, and evidence, • Experience working with risk, compliance, legal, privacy, information security, model risk, and internal audit partners, • Ability to build metrics and dashboards on control coverage, effectiveness, exceptions, and remediation, • Excellent written and verbal communication skills, including with executives, • Strong execution and leadership skills, including backlog management, stakeholder alignment, and delivery against milestones Preferred Qualifications • Experience in a regulated industry such as financial services, insurance, or healthcare, • Experience with Responsible AI, AI governance, model risk management, technology risk, or operational risk frameworks, • Experience designing DQ rule libraries, control catalogs, evidence schemas, and automated control testing, • Experience defining operating models, RACI, decision rights, and executive reporting, • Technical fluency with SQL, Python, APIs, YAML/JSON, rules engines, and test automation, • Bachelor's degree in computer science, data science, engineering, information systems, risk management, or related field; advanced degree or certifications preferred Tools and Technology Exposure • Data Quality and Observability: Ataccama ONE, Informatica Data Quality, Collibra Data Quality, Soda, Monte Carlo, Great Expectations, • Metadata, Catalog, and Lineage: Informatica CDGC, Collibra, Microsoft Purview, Alation, OpenLineage, • Responsible AI and ModelOps: IBM watsonx.governance, AWS AgentCore, AWS Guardrails, Azure AI Studio, Azure Machine Learning, MLflow, Databricks Mosaic AI, • Cloud and Data Platforms: AWS, Azure, Snowflake, Databricks, Microsoft Fabric, • Pipeline and Orchestration: Airflow, Azure Data Factory, AWS Glue, dbt, GitHub, GitLab, Jenkins, • Workflow and Reporting: ServiceNow, Jira, Power BI, Tableau What Success Looks Like • DQ and AI data readiness requirements are embedded into workflows, pipelines, and platforms with clear ownership, • AI products consume governed, traceable, fit-for-purpose data from certified sources, • DQ and RAI control checks are increasingly automated and backed by audit-ready evidence, • Dashboards provide timely visibility into data quality health, risk posture, and remediation, • Teams understand required controls and can demonstrate compliance without unnecessary friction Ideal Candidate • Senior, hands-on lead who bridges data architecture, data quality, Responsible AI, and control operations, • Comfortable working with architects, engineers, domain teams, AI teams, and risk and audit partners, • Practical mindset: governance embedded by design, measured through data, and automated where possible

Tax Manager / Senior Tax Manager Passion Works Here. At Pereira & Azevedo, we are building something different. We are not a traditional CPA firm focused solely on compliance and historical reporting. We are trusted advisors to growth-minded businesses, helping our clients make smarter decisions, seize opportunities, and build stronger companies. By combining deep technical expertise with innovative technology, strategic thinking, and a culture of continuous improvement, we deliver exceptional value to our clients while creating meaningful opportunities for our team members. If you are looking for a place where you can simply prepare and review tax returns, this is probably not the right opportunity. If you are looking to become a leader, influence the future of a growing firm, work directly with business owners, and help build a modern advisory-focused CPA firm, we would love to speak with you. About the Role We are seeking an experienced Tax Manager or Senior Tax Manager to serve as a key leader within our firm. This individual will oversee tax compliance and planning engagements while helping shape the future direction of our tax practice. The ideal candidate is technically strong, client-focused, entrepreneurial, and excited about leveraging technology to improve processes, enhance client service, and create capacity for higher-value advisory work. This position offers significant exposure to firm leadership, direct client relationships, team development, process improvement initiatives, and future advancement opportunities. What You'll Do • Review complex individual, partnership, S corporation, corporation, trust, and estate tax returns, • Develop and implement proactive tax planning strategies for clients, • Serve as a trusted advisor to business owners and high-net-worth individuals, • Lead client meetings and communicate tax strategies in a practical, understandable manner, • Mentor, develop, and coach staff accountants and seniors, • Identify opportunities to improve efficiency through technology, automation, and process improvement, • Collaborate with firm leadership on strategic initiatives and practice development, • Assist with workflow management, scheduling, and quality control, • Stay current on tax legislation and emerging developments affecting clients Who You Are You embody the Pereira & Azevedo DNA. Responsibility to Yourself • Growth minded, • Accountable, • Curious, • Adaptable, • Committed to continuous learning Responsibility to Clients • Trusted advisor, • Excellent communicator, • Strategic thinker, • Problem solver, • Client focused Responsibility to the Firm • Team-first mentality, • Mentor and coach, • Embraces change, • Technology forward, • Committed to continuous improvement Responsibility to Innovation • Challenges the status quo, • Seeks better ways to serve clients, • Leverages technology and automation, • Looks for opportunities to create efficiency and scale Qualifications • CPA license required, • 7+ years of public accounting tax experience, • Strong background in business and individual taxation, • Experience reviewing complex tax returns and tax planning engagements, • Proven ability to manage client relationships, • Prior experience supervising and developing staff, • Strong communication and leadership skills, • Experience with tax technology platforms and workflow systems preferred, • Advisory mindset and entrepreneurial spirit strongly preferred Why Join Pereira & Azevedo? • Opportunity to help shape the future of a growing advisory-focused CPA firm, • Direct access to firm leadership and decision-making, • Meaningful client relationships, • Strong culture of mentorship and professional development, • Hybrid work environment, • Competitive compensation and benefits package, • $7,500 signing bonus, • Significant long-term growth and leadership opportunities Passion Works Here. We're looking for professionals who want more than a job. We're looking for leaders who want to build something meaningful.

Purpose of the Position The Team Leader, Commercial Lending is responsible for leading a team of Commercial Relationship Managers while driving commercial banking growth throughout Central New Jersey. This individual serves as both a player and coach, providing leadership, mentoring, and strategic direction to lenders while maintaining an active commercial portfolio and developing new business opportunities. The Team Leader partners closely with Credit, Treasury Management, Retail Banking, and other internal stakeholders to deliver comprehensive banking solutions, deepen client relationships, and expand regional banks presence within the market. The role is accountable for team performance, portfolio quality, business development efforts, and adherence to Bank policies and regulatory requirements. Key Responsibilities Leadership & Team Development • Lead, coach, and develop a team of Commercial Relationship Managers to achieve production, portfolio growth, and credit quality objectives., • Provide ongoing guidance regarding commercial lending practices, underwriting standards, credit structuring, and relationship management strategies., • Assist lenders with complex transactions, credit presentations, business development opportunities, and problem loan resolution., • Foster a high-performance, collaborative culture focused on client service, accountability, and professional development., • Participate in recruitment, onboarding, training, performance management, and succession planning for team members., • Exercise managerial authority including performance evaluations, coaching, development planning, and compensation recommendations. Business Development & Market Growth • Drive commercial banking growth throughout Central New Jersey by identifying new market opportunities and developing strategic referral networks., • Maintain an active calling program targeting middle-market companies, commercial real estate investors, business owners, and professional centers of influence., • Develop new commercial relationships while expanding existing client relationships through consultative conversations and needs-based solutions., • Partner with Retail Banking, Treasury Management, Wealth Management, and other business lines to deliver comprehensive banking solutions and generate referrals., • Represent Confidential within the business community through networking events, industry associations, civic organizations, and community involvement initiatives., • Provide leadership and direction to the team's business development activities, ensuring consistent market coverage and pipeline management. Portfolio Management & Credit Administration • Manage a portfolio of commercial clients and maintain responsibility for portfolio growth, asset quality, deposit growth, and profitability objectives., • Review and evaluate commercial credit requests, financial statements, cash flow analyses, collateral structures, and risk assessments., • Ensure lending activities are consistent with Bank credit policy, risk appetite, and regulatory requirements., • Monitor portfolio performance, identifying potential risks and recommending corrective actions when necessary., • Work collaboratively with Credit Administration to structure transactions that appropriately balance client needs and risk management objectives., • Support lenders in underwriting, loan presentations, annual reviews, renewals, and portfolio monitoring activities. Compliance & Risk Management • Maintain current knowledge of commercial lending regulations, credit policy, and industry trends., • Ensure all lending activities comply with applicable laws, regulations, and internal policies., • Promote sound risk management practices and strong credit discipline across the team. The Candidate Experience and Professional Qualifications Required Qualifications: • Bachelor’s degree in finance, Accounting, Economics or Business-related field., • Minimum 10-12+ years of commercial lending experience with demonstrated success in business development, portfolio management, and credit analysis., • Minimum 3 years of leadership, supervisory, or team mentoring experience within commercial banking., • Demonstrated ability to develop new business relationships and grow market share., • Strong understanding of credit underwriting, financial statement analysis, loan structuring, and portfolio management., • Excellent sales, relationship management, negotiation, and networking skills., • Strong verbal and written communication skills with the ability to effectively interact with clients, prospects, senior management, and business partners., • Proficiency with commercial banking technology platforms and Microsoft Office applications., • Ability to manage multiple priorities in a fast-paced environment while maintaining strong attention to detail. Preferred Qualifications: • Established commercial banking network within South and/or Central New Jersey., • Experience leading lenders in a growth-oriented commercial banking environment.

Are you an experienced Accounts Receivable/B2B Collections professional with a strong background in commercial collections and customer account management? We are seeking a Sr. Accounts Receivable Specialist to join our growing finance team. In this role, you will manage the full accounts receivable lifecycle, drive collection efforts, resolve customer disputes, and partner with internal teams to improve cash flow while maintaining exceptional customer relationships. Responsibilities: • Invoicing & Billing., • Cash Application., • Collections., • Credit Management., • Aging Reports., • Maintain positive relationships with B2B clients to encourage timely payment., • Independently manage a portfolio of at least 300 B2B customer accounts., • Perform daily collections through phone calls, emails, and customer follow-up., • Develop and execute collection strategies to reduce delinquent balances and minimize bad debt., • Prioritize high-risk and aging accounts to maximize cash collections., • Negotiate payment arrangements and repayment plans when appropriate., • Escalate accounts requiring legal review or additional management attention., • Investigate and resolve customer disputes by partnering with Billing, Sales, Operations, and Branch Management., • Reconcile customer accounts, research unapplied cash, short payments, deductions, and payment discrepancies., • Maintain accurate customer records, payment commitments, and collection documentation., • Prepare and analyze aging reports and collection metrics to identify trends and opportunities for process improvement. Qualifications: • Associate's degree in Accounting, Finance, Business Administration, or a related field preferred (equivalent experience considered)., • Experience preparing and presenting AR reports to Sales and other managers., • Minimum of 5 years of Accounts Receivable and commercial collections experience., • Experience within construction, equipment rental, industrial services, or a related industry is strongly preferred., • Strong knowledge of accounts receivable, collections, credit risk, dispute resolution, and account reconciliations., • Proficiency with ERP systems and Microsoft Excel., • Strong Excel skills, including VLOOKUPs and PivotTables., • Excellent negotiation, communication, analytical, and organizational skills., • Ability to manage multiple priorities while maintaining attention to detail. The ideal candidate is a proactive problem solver who thrives in a fast-paced environment, enjoys building strong customer relationships, and has a proven ability to improve collections while balancing excellent customer service. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.