Accounting manager jobs in Fort Collins, ColoradoCreate job alerts

Woodward is committed to creating a great workplace for all team members. Our company and its members are committed to acting with integrity, being respectful and accountable to one another, and staying humble and driven, while maintaining the highest professional and ethical standards. We are steadfastly committed to attracting the best talent across our communities creating a rewarding workplace. Together we are fulfilling our purpose to design and deliver energy control solutions our partners count on to power a clean future. Woodward supports our members' wellbeing and regularly benchmarks with other companies in our industry to offer an extensive Total Reward package for this position. Salary will be determined by the applicant's education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. * Estimated annual base pay: $105,000 (minimum) - $136,000 (midpoint) - $168,000 (maximum) * All members included in annual cash bonus opportunity * 401(k) match (4.5%) * Annual Woodward stock contribution (5%) * Tuition reimbursement and Training/Professional Development opportunities for all members * 12 paid holidays, including floating holidays * Industry leading medical, dental, and vision Insurance upon date of hire * Vacation / Sick Time / Vacation Buy-up / Short Term Disability / Bereavement leave * Paid parental leave * Adoption Assistance * Employee Assistance Program, including mental health benefits. * Member Life & AD&D / Long Term Disability / Member Optional Life * Member referral bonus * Spouse / Child Optional Life / Optional AD&D / Healthcare and Dependent Care Flexible Spending * Voluntary benefits, including: * Home / Auto Insurance discounts * Whole Life Insurance / Critical Illness Insurance / Legal Assistance / Military Leave Key Responsibilities: * Revenue cycle: Responsible for the proper application of revenue recognition methods for the various contractual obligations of the organization. This includes reviewing contracts for key accounting issues and ensuring any identified accounting issues are appropriately reflected in the financial statements. * Compliance: Responsible for ensuring that the organization complies with all financial regulations and laws. This includes maintaining accurate records, filing tax returns, and adhering to accounting standards. * Managing the accounting team: Responsible for managing a team of accountants and ensuring that all accounting processes are completed accurately and in a timely manner. This includes hiring, training, and mentoring team members. * Financial analysis: Responsible for analyzing financial data to identify areas for improvement and make recommendations for changes to improve the financial performance of the organization. This may involve identifying cost savings opportunities, improving revenue streams, or optimizing financial processes. * Financial reporting: Responsible for overseeing the preparation and analysis of financial reports, including balance sheets, income statements, and cash flow statements. These reports are used to provide accurate financial information to stakeholders and help guide business decisions. * Strategic partnerships: Responsible for building and maintaining strategic partnerships with external and internal stakeholders, including auditors, vendors, and other financial professionals. This includes reviewing contracts, managing relationships, and ensuring that the organization receives the best possible financial advice and guidance. Key Skills: * Communication: The ability to communicate effectively with stakeholders, including executives, team members, and clients. * Compliance: The ability to stay up to date on financial regulations and laws and ensure compliance with accounting standards. * Financial analysis: The ability to analyze financial data and identify trends, patterns, and opportunities for improvement. * Leadership: The ability to lead and motivate a team of accounting professionals, providing guidance, direction, and support. * Project management: The ability to manage multiple tasks and projects simultaneously, prioritizing tasks and meeting deadlines. * Technology proficiency: The ability to use financial software and tools to manage accounting data, generate reports, and analyze financial performance. * Analytical thinking: The ability to collect, organize, analyze, interpret, and communicate financial data to make informed decisions in a clear and concise manner. * Strategic partnerships: The ability to build and maintain strategic partnerships with external and internal stakeholders, including auditors, vendors, and other financial professionals. Other Qualifications: * US - Bachelor's Degree in Arts/Sciences (BA/BS) of Accounting or Finance required. Successful Candidates Will Typically Have: * 5-10 years of accounting/finance experience in complex, global organizations. * Background in public accounting and/or industry; or a combination of. * Strong understanding of GAAP, SOX, and technical accounting areas such as revenue recognition and royalty reporting. * Manufacturing industry experience. * Strong process improvement and project management skills. * Experience leading remote teams. * CPA and/or Master's in Accounting/Finance. Application window is anticipated to close 14 days from original posting date. This information is provided in compliance with the Colorado Equal Pay for Equal Work Act and is the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. This position requires use of information which is subject to the International Traffic in Arms Regulations (ITAR) and/or the Export Administration Regulations (EAR). All applicants must be U.S. Persons within the meaning of the ITAR and EAR, or eligible to obtain all required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce. The ITAR defines a U.S. Person as a U.S. citizen or national, lawful permanent resident (i.e., 'Green Card holder'), or a protected person (e.g., asylee, or refugee). Woodward is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, sex (including sexual orientation and gender identity), national origin, age, disability, protected veteran status, or any other category protected under federal, state, or local laws. #LI-Hybrid

Woodward is committed to creating a great workplace for all team members. Our company and its members are committed to acting with integrity, being respectful and accountable to one another, and staying humble and driven, while maintaining the highest professional and ethical standards. We are steadfastly committed to attracting the best talent across our communities creating a rewarding workplace. Together we are fulfilling our purpose to design and deliver energy control solutions our partners count on to power a clean future. Woodward supports our members' wellbeing and regularly benchmarks with other companies in our industry to offer an extensive Total Reward package for this position. Salary will be determined by the applicant's education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. * Estimated annual base pay: $105,000 (minimum) - $136,000 (midpoint) - $168,000 (maximum) * All members included in annual cash bonus opportunity * 401(k) match (4.5%) * Annual Woodward stock contribution (5%) * Tuition reimbursement and Training/Professional Development opportunities for all members * 12 paid holidays, including floating holidays * Industry leading medical, dental, and vision Insurance upon date of hire * Vacation / Sick Time / Vacation Buy-up / Short Term Disability / Bereavement leave * Paid parental leave * Adoption Assistance * Employee Assistance Program, including mental health benefits * Member Life & AD&D / Long Term Disability / Member Optional Life * Member referral bonus * Spouse / Child Optional Life / Optional AD&D / Healthcare and Dependent Care Flexible Spending * Voluntary benefits, including: * Home / Auto Insurance discounts * Whole Life Insurance / Critical Illness Insurance / Legal Assistance / Military Leave Are you ready to make your mark? The Manager of Financial Shared Services serves as a leader and drives strategic direction for the Americas shared services model. This position reports to the Director of Accounting and interacts/coordinates closely with Vice President Global Tax, Director Internal Audit, VP & Corporate Controller group and our business partners in providing services and processes that are beneficial to the organization. The Manager will collaborate with appropriate stakeholders in the performance, measurement and improvement of the shared services functions and processes. The Shared Services Manager provides regional leadership for the Shared Services Center. Key Responsibilities: * Managing Financial Operations: The Manager of Financial Shared Services is responsible for overseeing the entire Shared Services function, providing leadership, managing the day-to-day financial operations of the organization, including accounts payable, accounts receivable and travel and expense management. Recruit, manage and develop the shared service function staff. Develop and maintain operational work instructions. * Process Improvement: The Manager of Financial Shared Services is responsible for identifying opportunities to improve financial processes across the organization; reducing costs; and implementing changes to increase efficiency and effectiveness and improve overall performance. * Compliance and Risk Management: The Financial Shared Services Manager is responsible for ensuring that financial processes are compliant with all financial regulations; regulatory requirements; laws and internal policies. This includes managing internal and external audits; adherence to accounting standards; SOX controls, US GAAP and implementing controls to mitigate financial risks. * Standardization and Metrics: The Manager of Financial Shared Services will establish metrics and implement best practices, standardization and benchmarking of processes and related activities to achieve greater efficiencies and cost saving opportunities within each Shared Service function. Contribute to the global standardization of processes and procedures by participating in identifying and establishing consistent best practices * Customer Service: The Manager of Financial Shared Services is responsible for providing excellent customer service to internal and external stakeholders. Managing to KPI's and SLA agreements. This includes responding to inquiries, addressing concerns, handling any escalated issues or complaints, and resolving them in a timely and professional manner. Key Skills: * Leadership: The ability to lead and manage a team of finance professionals and developing team resources by providing guidance, direction and support, as well as upskilling team members and holding underperforming members accountable to performance expectations. * Financial Reporting: The ability to prepare and analyze shared services functional and financial reporting, manage to the shared services expense budget and headcount and compare results against forecast and budget. * Process Improvement: The ability to identify opportunities to improve financial processes; systems and software and reduce costs. Collaborate with others inside and outside of the shared services organization to implement changes to increase efficiency and effectiveness. * Project Management: The ability to manage projects from justification, presentation to upper management for approval, execution to closure. This includes planning, execution, and monitoring of team members and progress. * Compliance and Risk Management: The ability to ensure that financial processes are compliant with all financial regulations, regulatory requirements, laws and internal policies. This includes managing internal and external audits; adherence to accounting standards and implementing controls to mitigate financial risks. * Customer Service: The ability to provide excellent customer service to internal and external stakeholders. This includes responding to inquiries, addressing concerns, handling any escalated issues or complaints, and resolving them in a timely and professional manner. * Communication: The ability to communicate effectively with external and internal stakeholders at all levels of the organization, including auditors, vendors and other financial professionals and be able to present financial reports and data in a clear and concise manner. * Strategic thinking: The ability to set strategy and direction of the shared services department. This includes setting goals and objectives, KPI's and developing a plan to achieve those goals. They work with senior management to align the shared services strategy with the overall business strategy of the organization. * Technology Skills: The ability to use technology tools and software to manage financial data, track payments and receipts, and communicate with stakeholders. The ability to identify the limitations of technology and identify areas to improve efficiency and effectiveness. * Collaboration: The ability to work effectively as part of a team, collaborating with colleagues across different departments and functions to achieve shared goals and objectives. Other Qualifications: * Bachelor's degree in arts/sciences (BA/BS) of Accounting or Finance required. Successful Candidates Will Typically Have: * A minimum of 5 years' leadership experience. Application window is anticipated to close 14 days from original posting date. This information is provided in compliance with the Colorado Equal Pay for Equal Work Act and is the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. Woodward is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, sex (including sexual orientation and gender identity), national origin, age, disability, protected veteran status, or any other category protected under federal, state, or local laws. #LI-Hybrid

Location: Fort Collins, CO Work Arrangement: In-office A Day in the Life: A typical day as a Tax Administrative Assistant might include the following: • Provide operational administrative support to the tax department that optimizes efficiency organization and client satisfaction., • Process and assemble tax returns, extensions, e-filings, and tax organizers., • Prepare, send, and track tax engagement letters., • Answers the telephone in a professional manner and directs callers to appropriate personnel or department., • Ensures reception area, conference rooms and kitchen are maintained and organized for clients and staff., • Greets and assists walk-in clients., • Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc. to be current and accurate., • Work collaboratively to provide overflow and backup support for other team members., • Ability to professionally interact and effectively communicate with partners, managers, and staff., • Be a positive influence for the administrative team and the tax department., • Perform other duties as assigned by the Department Head and Manager., • Utilize tax and accounting software to complete a wide range of tasks., • Regular and predictable attendance in office., • Demonstrate an ability to multi-task and meet deadlines., • Open to new challenges and assist with special projects as requested., • Run office errands when necessary., • You have a high school diploma and 2+ or more years of experience in administrative support. Experience in public accounting administration is a plus., • You thrive in a high-volume, fast-paced work environment., • You are a multi-tasking master, and there has never been a deadline you could not meet., • You hold yourself to the highest professional standards and maintain strict client confidentiality., • You love collaborating and being part of a team, but also enjoy working alone with limited supervision., • Flexibility to work additional hours if needed during peak periods of the year., • You embrace technology and can demonstrate you have the skills to use computer-based technology to complete different tasks., • Familiarity with CCH Access Tax, Document, CCH Engagement, 1040 Scan. Experience with Autoflow and Salesforce, a plus., • You are proficient in:, • Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets., • Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions., • DocuSign: including creating, sending, and tracking documents for e-signature., • Adobe Acrobat: including creating, editing, and commenting on PDFs., • Microsoft Outlook and Teams., • You have strong written and verbal communication skills. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. ___ about working at Eide Bailly. Compensation $22-$27 per hour. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on___,,___or our___page. For extra assistance in your job search journey, explore___-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

Location: Denver, Fort Collins, or Boulder, Colardo offices Work Arrangement: In-office Typical Day in the Life A typical day as a Tax Manager might include the following: • Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries., • Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects., • Looking at tax situations from various angles to ensure the maximum tax benefit is applied., • Developing solutions and communicating those solutions to the engagement team and client., • Manages client relationships by monitoring client needs and building value into professional service., • Participates in the area of business development., • May assist with client billings to ensure they reflect work performed., • You have Bachelor's degree in Accounting., • You have CPA license or Enrolled Agent (EA) certification., • You have 5-7 years of tax experience within public accounting., • You have extensive knowledge of tax accounting principles and IRS regulations., • You actively stay up-to-date on the ever-changing tax industry's regulations and policies., • You are a self-starter who enjoys working independently and in a team environment. Culture at Eide Bailly Integrity. Meaningful Relationships. People. Authenticity. Trust. That's how we work. Making an Impact Together Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. We're focused on building a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your growth and success, and benefits that put you and your family's needs first. ___ about working at Eide Bailly. Compensation $100,000 - $135,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on___,,___or our___page. For extra assistance in your job search journey, explore___-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-AH1

Job DescriptionDescription: Responsible for processing invoices, managing payments to vendors, reconciling accounts payable transactions, and ensuring compliance with company policies and procedures. Involves maintaining financial records, reconciling accounts, and supporting compliance with internal controls and regulatory standards. Collaborates with internal teams and external vendors, utilizing technology to optimize processes and maintain high levels of accuracy and efficiency. Accounts Payable Specialist reports to the Senior Accounting Manager and ensures all payments requests are properly approved and documented. Ensures vendors are paid according to payment term/plans to avoid any service interruptions and take advantage of cash management opportunities. Core Responsibilities Invoice Processing and Verification: • Review and verify the accuracy and completeness of vendor invoices and supporting documentation., • Verify appropriate authorization and coding for all invoices., • Match invoices with purchase orders and receiving documents., • Schedule and process payments, including checks, electronic transfers and ACH., • Monitor payment schedules to ensure timely disbursements and avoid late fees., • Maintain accurate vendor profiles, handling inquiries, resolving disputes, and ensuring contracts and tax forms (e.g., IRS W-9) are on file are key duties., • Reconcile vendor statements to ensure accounts are accurate and up to date., • Investigate and resolve outstanding balances or discrepancies., • Assist with month-end closing activities, including reconciliations and accruals., • Reviewing and approving employee expense reports ensures compliance with company policies and prevents misuse of funds., • AP professionals reconcile accounts payable reports, track outstanding payables, and maintain accurate records for auditing, tax compliance, and financial planning., • Ensuring all financial transactions comply with internal policies and external regulations is critical., • AP staff maintain documentation for audits, tax filings, and internal controls., • Maintain organized records of invoices, payments and other accounts payable documentation., • Identify and recommend improvements to accounts payable processes., • Collaborate with the finance team to streamline workflows and enhance efficiency. Accounts payable roles require attention to detail, organizational skills, and strong communication abilities. Professionals must meet tight deadlines, manage multiple tasks, and often use accounting software or AP automation tools to improve efficiency. Requirements: QUALIFICATIONS & EDUCATION • High school diploma or equivalent, • Proficiency in accounting software and Microsoft Excel, • Knowledge of accounting principles and practices, • Proven experience as an accounts payable clerk or similar role, • Experience with process improvement initiatives is a plus, • Excellent communication and interpersonal skills for effective interaction with customers and internal stakeholders, • Strong attention to detail and accuracy, • Excellent organizational and time management skills, • Ability to prioritize tasks and meet deadlines in a fast-paced environment, • Effective written and verbal communication skills In essence, we need an accounts payable professional to ensure financial accuracy, timely payments, and strong vendor relationships, contributing directly to an organization’s financial stability and operational efficiency. Their work spans invoice management, payment processing, expense oversight, reporting, and compliance, making them a vital part of the finance function.

Job DescriptionJoin our team, a 2025 USA Today Top Workplace Winner! Now hiring a Hotel Assistant General Manager at the Home2 Suites Fort Collins . Why Youll Love Working with Us The Home2 Suites Fort Collins is managed by NCG Hospitality, an award winning, family-owned third generation business and leader in the ownership, development, and operations of over 30 premier hospitality properties. We foster genuine customer engagement and a positive, team-oriented work culture where your contributions are valued and celebrated. We invest in you and your career development, providing tools, resources, and mentorship to help you succeed. How Youll Make An Impact Lead front office operations with a focus on exceptional guest service, team development, and operational efficiency to drive loyalty and revenue. Guest Experience & Team Leadership • Provide exceptional guest service while setting high service standards for the Front Desk team to follow, • Maintain regular contact with in-house guests and community clients to foster loyalty and satisfaction, • Supervise team, including hiring, training, scheduling, and performance managementOperational Excellence, • Cultivate a supportive, inclusive, and engaging work environment where team members can thrive, • Ensure the safety of guests and team members by upholding all safety procedures and standards, • Support service quality by addressing guest concerns and initiating prompt, effective solutionsFinancial & Front Office Administration, • Maximize revenue and occupancy through accurate room sales, upselling, and future reservation practices, • Assist with accounting functions including billing, reporting, and financial reconciliation, • Three years of related work experience in hotels, • At least two years in a hospitality management position, • Strong organizational skills and attention to detail, • Ability to handle pressure with poise and finesse, • Strong leadership and a professional image, • Strong customer service skills to include problem-solving and complaint resolution Career Development • Personalized career pathing and skill development, • Leadership and mentorship programs, • Educational and certification reimbursementTeam Member Perks, • Worldwide hotel discounts and free stays at NCG Hospitality managed hotels, • Catch of the Day earn bonuses for going above and beyond to support team and guests, • Everyone Sells earn cash for bringing in business to our properties, • Paid Volunteer hours Earn money for community serviceHealth & Wellness Benefits, • Medical, dental, and vision plans, • Paid sick time and Paid Time Off, • Virtual telehealth access and employee assistance resources, • Monthly health and fitness reimbursement programsFinancial Support, • Same-day pay options, • Referral bonus earn cash for bringing great team members, • 401(k) retirement plan with 100% match on the first 3% and 50% match on the next 2%, • Health Savings Account

Job Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country. About the Role This is a great opportunity for an experienced Tax Senior Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible. What You’ll Do • Be a trusted advisor to high-net-worth clients and family offices, • Offer proactive guidance and custom planning solutions, • Lead teams on tax returns, financial statements, and related deliverables, • Oversee quality control and provide final reviews, • Juggle multiple client relationships and special projects, • Coach and mentor junior team members, • Support business development efforts—think proposals, meetings, and collaborations Must-Haves • Bachelor’s in Accounting (or similar field), • CPA or equivalent certification, • 6+ years of tax/advisory experience, • 3+ years in a supervisory or leadership role, • Excellent communication and interpersonal skills, • Comfort with modern tax and accounting software, • Master’s in Taxation or Accounting, • Experience working with high-net-worth clients, trusts, or Family Offices, • Remote or Hybrid, • Competitive salary: $140K–$160K depending on your background, • Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more, • Generous PTO, holidays, and sick leave Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108

Job Description Hotel Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable Group Rooms Controller for the Marriott in Fort Collins, Colorado. Come be a part of Fort Collins, Colorado's PREMIER Full-Service hotel! At Marriott, we never stop searching for inventive ways to serve our customers, provide opportunities for our associates, and grow our business. The company that began as a nine-seat A&W root beer stand in 1927 is recognized today as a top employer and for its superior business operations. Be Inspired! Be Empowered! Be You! “With Marriott’s TakeCare culture, associates are always the heart of our business.” – Bill Marriott Purpose: Provide administrative and clerical support to Sales and Catering Managers and the Front Desk to ensure exceptional customer satisfaction. Serve as a key point of communication by professionally operating the hotel switchboard and managing guest and hotel inquiries. Maintain the accuracy of room blocks and reservations, contributing to a seamless guest experience that maximizes satisfaction and operational efficiency, this includes forecasting of room inventory. ESSENTIAL DUTIES/RESPONSIBILITIES: • Answer all incoming calls promptly in the prescribed manner., • Process all reservation requests, changes, and cancellations received by computer, phone, fax, or mail., • Explain guarantee, special rate, and cancellation policies to callers, • Pre-register designated guests and prepare key packets when possible, • Organize and coordinate pre-blocking/ pre-registration for arriving groups., • Review out of order rooms daily, • Identify any over-commitments., • Answer questions about property facilities/services and accommodations., • Follow sales techniques to maximize revenue., • Communicate information regarding designated VIP reservations., • Input and access data in reservation system., • Input group rooming lists using reservations systems, revise room blocks to maintain the required number of rooms available and keep organized files of all groups., • Set up proper billing accounts according to accounting policies., • Welcome and acknowledge all guests according to company standards; anticipate and address guest service needs; assist individuals with disabilities; than guests with genuine appreciation., • Type correspondence, reports and forms as well as prepare simple written correspondence., • Once Sales Manager Contracts are completed, GRC’s responsibility is to create the Group Block in the PMS/Marsha System, • Create new files and monitor trace files; geographic, trace and master cards., • Prepare coversheets and rooming lists based on room blocks and customer information., • Send Weekly PHT Reports to the Sales team, and other reports as needed., • Professional and positive communication with both guests and fellow employees., • Proactive attitude and Forward thinking when dealing with group blocks, deadlines, and detailing/rooming lists., • Verify all reservations and group room blocks. Input promptly, correctly code and update all hotel information into the reservation system., • Maintain group information, monitor the progress of all room blocks, and communicate with the sales manager and clients regarding the status of upcoming/future groups., • Assisting with Reservation requests from Group and Corporate Clients, • Enter all special room requests into computer or manual systems and alerts front desk staff, housekeeping and other departments as needed. OTHER DUTIES/RESPONSIBILITIES • Monitor and maintain internal keys and logs in compliance with key control procedures., • Be familiar with hotel, its services and the local area., • Be familiar with check-in procedures, assist as needed., • No travel required. Qualifications: • Experience in previous Rooms Controller or Group Rooms Coordinator role preferred., • 1-year minimum experience in front desk sales or customer service in the hospitality industry required., • Salary range $20.00 to $24.00 an hour, • Team Driven and Values Based Culture, • Medical/Dental/Vision, • Vacation & Holiday Pay, • Same-day pay available, • Employee Assistance Program, • Career Growth Opportunities/ Manager Training Program, • Reduced Room Rates throughout the portfolio, • Third Party Perks (Movie Tickets, Attractions, Other), • 401(k), • Employee assistance program, • Employee discount, • Flexible schedule, • Flexible spending account, • Life insurance, • Parental leave, • Referral program

Job Description Job Title: Selling Branch Manager Company: HireQuest Location: Fort Collins Schedule: Monday–Friday | 5:30 AM – 1:30 PM Compensation: $50,000–$65,000 Base + Bonus About the Role HireQuest is seeking a driven, sales-focused Branch Manager to lead and grow our Fort Collins location. This is a hands-on leadership role responsible for generating new business, managing client relationships, dispatching temporary workers, and driving daily branch operations. This position is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and is motivated by performance-based earnings. Key Responsibilities • Actively sell staffing services to local businesses and contractors, • Develop new accounts through outside sales and networking, • Maintain and grow existing client relationships, • Sell and manage on-site workforce solutions, • Recruit, dispatch, and manage temporary workers, • Oversee daily branch operations and ensure profitability, • Handle client service issues quickly and professionally, • Drive revenue growth and meet branch sales goals What We’re Looking For • Strong B2B sales experience (staffing or construction industry preferred), • Leadership experience in operations, staffing, or workforce management, • Ability to multitask in a high-energy environment, • Early-morning availability (5:30 AM start), • Strong communication and relationship-building skills, • Results-driven mindset with a focus on growth Compensation & Growth • $50,000–$65,000 base salary, • Performance-based bonus structure, • Opportunity for advancement within the company

Description We are looking for an experienced Human Resources (HR) Manager to join our team in Fort Collins, Colorado. This role is ideal for an individual with a strong background in employee relations, HR administration, and benefits management. The successful candidate will play a pivotal role in ensuring efficient HR operations and fostering a positive workplace culture. * Oversee daily HR operations, including employee relations, benefits administration, and compliance with labor laws. * Manage the onboarding process to ensure new hires transition smoothly into the organization. * Administer and maintain HRIS systems to ensure accurate and efficient tracking of employee data. * Develop and implement HR policies and procedures to align with organizational goals. * Provide guidance and support to employees and managers on HR-related matters. * Coordinate and manage employee benefits programs, ensuring timely communication and updates. * Facilitate training sessions and workshops to promote attention to detail in development and compliance. * Collaborate with leadership to address workforce needs and improve overall employee satisfaction. * Handle sensitive employee issues with confidentiality and care. * Monitor and analyze HR metrics to identify trends and make recommendations for improvement. Requirements - Minimum of 3 years of experience in human resources management or a related role. * Strong knowledge of HRIS systems and their application in managing employee information. * Proficiency in handling employee relations and resolving workplace conflicts. * Demonstrated expertise in benefits administration and compliance. * Fluency in Spanish is required to effectively communicate with diverse teams. * Excellent organizational and communication skills. * Ability to maintain confidentiality and handle sensitive information appropriately. * Bachelor's degree in Human Resources, Business Administration, or a related field preferred. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app () and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use () and Privacy Notice () .

About the job Bookkeeper/Office Manager. Experience as a Bookkeeper, Office Manager, or similar dual role. Solid understanding of accounting principles.

A well-respected client is seeking a CAS MANAGER due to the growth in their firm. Own a portfolio of ~4580 monthly accounting clients and ~80100+ tax clients like it's your own firm. Maintain regular client contact and respond same-day.

FP & A Manager - Global leader in Engineered Metal Products This Jobot Job is hosted by: Jamal Elkhateib Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $120,000 per year A bit about us: We’re not just another manufacturer. We’re a global leader in engineered metal products, transforming the way the world flies, drives, and builds — with sheet, plate, extrusions, and other cutting-edge materials that power aerospace, automotive, construction, and more. Now, we’re looking for an FP&A Manager who wants to take ownership of financial storytelling, partner with plant and executive leadership, and influence operational outcomes. Why join us? • Competitive Compensation, Bonus and Benefits Package, • Stable Career path, • Rewarding experience to work with fortune 500 Company, • Excellent culture and peers, • 401K Match up to 10%!, • 3 weeks of vacation to start Job Details What You'll Do: Be the finance voice at the table: build narratives, dashboards, and visuals that bring the numbers to life Turn data into insight: uncover trends, highlight risks, and shape recommendations for senior leaders Drive planning cycles: budget, forecast, and monthly reviews — all with clarity and impact Deep-dive into plant performance: understand the “why” behind results and coach leaders with insight Lead process improvement initiatives that sharpen financial reporting and improve business agility Support big projects like pricing redesigns or costing improvements — and own your lane from end to end Build relationships across teams to streamline data, speed up decision-making, and keep people aligned ?? What Makes This a Great Fit: You’re not afraid of complexity — you see it as an opportunity to create clarity You want to partner with operators and executives, not just crunch numbers from the sidelines You’re energized by improvement — in systems, processes, and performance You’re confident presenting to leadership, but humble enough to ask the right questions ? What You Bring: A Bachelor’s degree in Business, Finance, or Accounting 7+ years in finance, strategy, or consulting Strong experience with Excel, PowerPoint, and ERP/financial systems (SAP, Sage Intacct, etc.) Legal authorization to work in the U.S. (no sponsorship available) ? Bonus Points For: An MBA or CPA Background in industrial manufacturing A track record of proactive problem-solving and influencing change Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Accounts Payable Specialist reports to the Senior Accounting Manager and ensures all payments requests are properly approved and documented. Knowledge of accounting principles and practices. Familiarity with ERP systems and accounting software is preferred.

Job Description Specifications: Job Title: Customer Operations Manager Location: Onsite - Fort Collins, CO Department: Program Engineering Job Type: Full Time Rate: $100k-$120k commensurate with experience and expertise Reports to: President Company Introduction: Ardalyst's primary goal is to deliver cybersecurity and digital transformation solutions that help our clients protect their business and expand their competitive edge. Ardalyst is a combination of the words ardent and catalyst, as we are passionate change agents looking to uplevel our whole industry. By challenging common wisdom, sharing best practices, and looking at problems differently, the Ardalyst team helps educate public and private institutions on how best to mature workforces, processes, and technologies to thrive and succeed in a rapidly changing environment. Job Summary: Fit for the Role: We're looking for a motivated Cybersecurity Customer Operations Manager to join our dynamic team and support project flow initiatives from planning through execution. In this role, you'll manage the workflow of our Assessment Ready Team with the lens of Goldratt's Rules of Flow concepts in mind. The team onboards new customers, performs customer self-assessments, remediates issues, and assists customers with 3rd party assessments. Your work may include but isn't limited to creating and maintaining project plans, facilitating meetings, tracking changes and dependencies, and supporting implementation or deployment activities. You would own the design, performance, and continuous improvement of the customer onboarding and assessment preparation flows across functional areas. In order to do so, you'll need to develop a solid understanding of the compliance and technical issues involved in the projects. You'll collaborate closely with the Project Manager, the Customer Success, Technical Teams, and other stakeholders to keep projects moving forward in a fast-paced startup environment. This position provides hands-on exposure to customer success, implementation projects, and the day-to-day operations of a growing organization. Fit for the Culture: Speak your mind – Collaboration is at the heart of everything we do and our belief in diversity of people supports our goal for diversity in thought. Ardalysts (that's just what we call ourselves) come ready to contribute and find solutions.? Act with independence – If you see a problem that needs solving, give a statement in the form of “I intend to (do this)”, then, get feedback, and carry out a solution. Do research – When faced with uncertainty, take initiative to consult official documentation and reputable online resources. Summarize your findings and share them with the team to ensure clarity and alignment. Prototype – The best solution is the fastest, minimally viable solution done against the principles defined for the goal. Create something quick, check in often, and iterate from there. Focus On Your Strengths – We invest in understanding the strengths and weaknesses of each employee so that you can shine at what YOU do best.? See Yourself Grow – Ardalysts have cited being encouraged to take educated risk, kick-start progress, and advance their skills as one of their favorite things about working at Ardalyst and we're determined to keep it that way.? Bootstrapper– you can create new things, not just manage existing ones. You work well individually and as a team. You don't let fear of failure get in your way and keep trying until you have a breakthrough. Innovator – once you have something built, you can systematize it, make it repeatable, and iterate on it to create improvement. Geek– you crave the details, can't stop learning, and love to teach others. To help understand our culture and operating model, we recommend you read Patrick Lencioni's "The Advantage" and David Marquet's "Turn the Ship Around!" Potential Duties/Responsibilities: * Applies Goldratt's Rules of Flow to internal processes to maximize efficiency & predictability of work * Lead the execution of customer onboarding and annual assessment activities * Coordinate between operations, accounting, customer success, and technical teams * Attend internal and external meetings to discuss updates around customer programs * Make sure team members are prepared for customer calls * Maintain updated records for all customer programs and projects * Use AI to help automate processes and create AI agents Requirements: * Ability to manage time effectively, prioritize tasks and proven ability to meet deadlines * Ability to stay up to date with customer communications * Support implementation, configuration, or deployment activities * Prepare status updates and post-project documentation * Ability to self-study documentation, including compliance and regulatory documentation such as: * Goldratt's Rules of Flow * Goldratt's Mastering Flow * The CMMC Assessment Guide * The CMMC Scoping Guide Qualifications: * 3-8 years of project management experience. * Knowledge of Microsoft software. * Superior attention to detail. * Aptitude for learning new software and systems. * Ability to work independently or in a team environment. * Excellent communication skills, both written and oral. * Ability to work quickly and efficiently. Benefits: * 401(k) Retirement Plan? * Health, Dental, Vision and Life insurance * Short Term and Long-Term Disability insurance? * Monetary assistance with training and certifications? * Flexible Hours Physical Requirements: * Prolonged periods of sitting at a desk and working on a computer. * Occasionally going up and down stairs carrying ~10lbs. Equal Opportunity Employer Ardalyst Holdings, LLC and their operating companies are EOEs that empower employees, no matter their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or other protected characteristic—to meet and exceed customer expectations and thrive in a collaborative and dynamic work environment.

Job DescriptionBenefits: • Employee discounts, • Opportunity for advancement, • Paid time off, • Training & development As a Spa Concierge, you are the first and last impression for each guest who enters the spa, making you a critical team member in delivering service that exceeds expectations. Your role is pivotal in ensuring that every guest's experience is memorable and enjoyable from start to finish. Primary Responsibilities: Being a steward of the Woodhouse brand. Serves as primary support for the spas manager, therapists, and guests. Ensures that every guest has a friendly, inviting, and memorable experience. Answers incoming calls and listens to our guests needs to schedule appointments or provide service recommendations and collect payment for services. Partners with the therapists to increase their guest retention and retail sales by scheduling the guests next appointment during checkout and promoting the recommended products. Educates guests on the Woodhouse experience including a warm welcome, introduction to our locker room and amenities and helping them to have a seamless experience. Drives service and retail sales/awareness by educating guests on products and services. Remembers the small details that make Woodhouse Spa special - guest's favorite drink, a warm neck wrap, and/or personal information like birthdays and anniversaries. Must be able to work weekends and most holidays. Must comply with all company policies and procedures. Regular and consistent attendance is required to perform the essential functions of this position. Must be able to work well with other Team Members, Managers, and interact with our guests. Must have the flexibility to work Sundays. Qualifications: High school diploma or equivalent required. 21+ years old to adhere to our liquor license. Ability to work in a fast-paced environment and maintain professionalism. Comfortable interacting with guests in a spa setting. Leadership experience in a similar role or front-office operations. Comfortable with driving company sales goals and initiatives. Proficiency in English language (reading, writing, and verbal). Computer proficiency a must. Previous customer service and telephone reservations experience. Basic accounting skills (for daily transactions and closing procedures). Availability: Hiring for a hybrid role of Spa Concierge & Spa Attendant. Approximately 25 hours per week. Must have weekend availability and flexibility (Woodhouse policy- no exceptions). Must be able to work most holidays (our busiest days of the year). In this position, you will: Be a steward of the Woodhouse brand and Woodhouse standards. Offer customized massage services and luxurious body treatments. Have access to a clean, orderly, and sanitized environment. Provide your own all-black, professional work attire and shoes. Physical Demands: Ability to stand and bend over for extended periods. Ability to lift up to 45 lbs. 8000 square foot spa that is two stories. Ability to move between the two floors using the staircase consistently throughout one's shift is required. Extensive amount of walking, hauling, and stairs. Woodhouse Perks include: • Competitive Pay and Incentive programs starting at $17.31 per hour, • Paid time off for full-time employees, • Generous discounts and opportunities to enjoy services and products, • The Woodhouse Way training, • Working in a new state of the art facilityThe Woodhouse Day Spa is an Equal Opportunity Employer and is a drug free and smoke free workplace.

Job Description Hotel Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable Front Desk Agent for the Marriott in Fort Collins, Colorado Come be a part of Fort Collins, Colorado's PREMIER Full-Service hotel! At Marriott, we never stop searching for inventive ways to serve our customers, provide opportunities for our associates, and grow our business. The company that began as a nine-seat A&W root beer stand in 1927 is recognized today as a top employer and for its superior business operations. Be Inspired! Be Empowered! Be You! “With Marriott’s TakeCare culture, associates are always the heart of our business.” – Bill Marriott Job Purpose: Responds in a professional and courteous manner to arriving, departing and in-house guests by providing accurate and timely information and services. Responds to telephone and in-person inquiries regarding reservations, hotel information and guest concerns. Warm, knowledgeable service and helpful guidance reassure guests they’ve made the right choice to stay with us. • Greet and welcome guests upon arrival. Register guests into the computer, verifying reservation, address, and credit information. Promote “preferred” guest program and provide recognition and benefits to all current members., • Accept payment for guests’ accounts both at the time of registration and at checkout. Maintain a house bank and make a deposit and accurate report of receipts daily. Cash checks and exchange currency for guests, • Issue key to and control entrance of safety deposit boxes. Post miscellaneous charges as requested., • Promptly respond to and resolve guest complaints, • Answer telephone promptly and properly being polite, courteous, and friendly, • Be friendly, thorough, accurate and efficient in taking reservations, • Be friendly, thorough, accurate and efficient in performing Check-ins, • Be friendly, thorough, accurate and efficient in performing Check-outs (If applicable) Operate or assist with shuttle or transportation Service in a timely and courteous manner, • Assist guests with luggage upon their arrival to and departure from the hotel, • Use the guests’ names, • Be knowledgeable and helpful about the local area, the hotel and hotel services, • Handle messages, wake-up calls, mail, and faxes properly, • Assist guests with laundry/dry cleaning needs, • Know of incoming VIPs, • Follow all applicable Company Standard Operating Procedures., • Perform other assignments as directed by the General Manger., • Be an enthusiastic, helpful and positive member of the team, • Be professional, responsible and mature in conduct and behavior, • Be understanding of, encouraging to and friendly with all co-workers, • Be self-motivated and use time wisely, • Maintain open line of communications with each department, • Communicate pertinent information, • Respond positively to new ideas, • Openly accept critical/developmental feedback, • Maintain effective communication through the use of meetings, logbooks and bulletins, • Be available to help other departments in emergency situations, • Adhere to all work rules, procedures and policies established by the company including, but not, • limited to those contained in the associate handbook., • Safety and Security Skills, • Properly handle and account for keys, • Be knowledgeable of policies regarding emergency procedures and security concerns, • Aggressively seek and react to opportunities to sell rooms, including re-rents, and last rooms available, • Have complete knowledge of hotel rooms, function space, restaurant (if applicable), other outlets, and services; have in depth knowledge of and regularly re-stock and sell pantry items, • Increases revenues by offering customers upgraded rooms and promoting hotel amenities and outlets, • Have full understanding of franchise honors program, • Ensure all customers establish credit upon check-in. Improves timeliness of cash flow by adhering to all established credit and inventory control procedures:, • Verifies all information on reservations check-in, name, address, method of payment, etc., • Retrieves proper name and address verification and proper approval codes for cash and credit card paying customers, • Identifies and records special billing instructions and notifies accounting, • Completes shift closing accurately by getting appropriate approval signatures and authorization codes, • Adheres to hotel policies regarding the use of cash banks, • Stays current with developments in the hotel by reviewing the communication logbook each shift; updates logbook for next shift, • Previous customer service experience in a professional setting, • Experience with Marriott, Hilton, IHG, Wyndham or Hyatt processes and standards preferred., • Must be able to speak, read, write and understand the primary language(s) used in the workplace., • Must be able to read and write to facilitate the communication process., • Requires good communication skills, both verbal and written., • Must possess basic computational ability., • Must possess basic computer skills., • Extensive knowledge of the hotel, its services and facilities; General knowledge of the city where hotel is located and its attractions., • Most work tasks are performed indoors. Temperature is moderate and controlled by hotel environmental systems., • Must be able to stand and exert well-paced mobility for up to 4 hours in length. Length of time of these tasks may vary from day to day and task to task., • Must be able to exert well-paced ability to reach other departments of the hotel on a timely basis., • Must be able to lift up to 15 lbs occasionally., • Requires grasping, writing, standing, sitting, walking, repetitive motions, bending, climbing, listening and hearing ability and visual acuity., • Talking and hearing occur continuously in the process of communicating with guests, supervisors and subordinates, • Vision occurs continuously with the most common visual functions being those of near vision and depth perception., • Ability to spend extended lengths of time viewing a computer screen., • Requires manual dexterity to use and operate all necessary equipment., • Must have finger dexterity to be able to operate office equipment Other: • Being passionate about people and service., • Strong communication skills are essential when interacting with guests and employees., • Reading and writing abilities are used often when completing paperwork, logging issues/complaints/requests/ information updates, etc., • Basic math skills are used frequently when handling cash or credit., • Problem-solving, reasoning, motivating, and training abilities are often used., • Have the ability to work a flexible schedule including nights, weekends and/or holidays What we offer: • Salary 15.50/hr - $17.00/hr, • Team Driven and Values Based Culture, • Medical/Dental/Vision, • Vacation & Holiday Pay, • Same-day pay available, • Employee Assistance Program, • Career Growth Opportunities/ Manager Training Program, • Reduced Room Rates throughout the portfolio, • Third Party Perks (Movie Tickets, Attractions, Other), • 401(k), • Employee assistance program, • Employee discount, • Flexible schedule, • Flexible spending account, • Life insurance, • Parental leave, • Referral program

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. Responsibilities: • People Management, • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office, • Maximize talent via employee development and coaching, • Facilitate a strong team culture and the sharing of best practices across an office or team, • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development, • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports, • Operations Management, • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office, • Ensure an exceptional client experience in the office/team, • Act as a local contact for any operational issues or challenges, • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers, • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits, • Leadership, • Directly impact growth and client retention and monitor progress toward team goals, • Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions, • Coordinate team meetings and events, • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm, • Support Branch Operations on new projects and initiatives, • Support Learning and Development on Client Service Specialist trainings, • Office management responsibilities as assigned Requirements: Education: · Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: · Minimum 2 years of financial industry related experience · Minimum 2 years of client-facing experience · Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: · Notary designation a plus Job Skills: · Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion · Excellent verbal, written, analytical and organization skills · Technical and analytical training and ability to multi-task and manage multiple projects at once · Proficiency with financial planning software, Salesforce and MS Office Suite · Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,000—$100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Associate Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Associate Wealth Advisor will include: • Functioning as the primary trusted advisor to the firm's high net worth clients, • Ensuring retention of the firm's clients as well as generating referrals, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, meetings, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedures Education: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. #LI-Hybrid Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $97,750—$115,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection