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Job DescriptionDescription: The Portfolio Monitoring Analyst serves as a vital link between credit administration and relationship management, ensuring the timely review and accurate analysis of commercial loan performance. Through detailed covenant testing, financial spreading, and proactive communication, the analyst helps safeguard portfolio quality and identify emerging risks. This position demands a high level of analytical ability, accountability, and collaboration to support sound credit decisions and maintain portfolio integrity Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES • Assess ongoing credit risk in the bank’s commercial loan portfolio through the timely review of assigned loans., • Test all financial covenants required for assigned loans in the commercial portfolio and determine compliance based on parameters set forth in the executed loan documents., • Upon receipt of required financial statements from the customer, update spreads within the bank’s loan origination system., • Identify any deviations from agreed upon performance metrics and raise credit concerns to all related business partners., • Collaborate with business partners to ensure appropriate usage of performance covenants and accurate documentation of calculation verbiage. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: • Respect – Maintain a high regard for the qualities, skills and positive attributes of colleagues, cultivating an environment where everyone feels valued, heard and empowered to contribute their best., • Client Focus – Proactively seek to understand and prioritize meeting the needs of our internal clients (. Play a key role in supporting our internal clients in achieving their goals and contribute to the overall success of the organization., • Inclusion – Actively work to create an environment where everyone feels valued, respected and has a strong sense of belonging. Leverage each team member’s unique viewpoints and skills. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: • Leadership – Demonstrates confidence and vision while guiding, motivating, and empowering others to achieve shared goals in a supportive and results-driven environment., • Integrity – Consistently act in a way that is honest, ethical, and responsible, building trust and fostering a positive work environment., • Collaboration – Exhibit a team-oriented mindset, contributing to a culture of collaboration and open, effective communication. Actively engage with cross-functional teams, working towards building strong, productive working relationships., • Volunteerism- Seek opportunities to support local initiatives and make a positive impact in local communities. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: • Accountability – Take ownership of responsibilities, follow through on commitments, and deliver work on time. Address challenges proactively and use setbacks as opportunities to learn and improve., • Innovation- Demonstrates creativity and forward thinking by identifying opportunities for improvement and implementing effective solutions that enhance processes and results., • Professionalism - Contribute positively to the team and the organization's overall success, building a reputation for trust, excellence and reliability. POSITION LEVEL(S) EXPECTATIONS (if applicable) Portfolio Monitoring Analyst I • Exhibit a basic understanding of all types of business and personal financial information and, after appropriate training, be able to spread financial data in the bank’s loan origination system with minimal assistance., • Ability to locate required covenant calculation language in all executed loan documents and perform basic financial covenant calculations as defined in the bank’s Standard Covenant Calculation Verbiage document., • Complete Covenant Testing Forms for all assigned customers on a timely basis with minimal assistance., • Identify discrepancies between loan approvals, executed loan documents and the bank’s internal covenant tracking system and bring to the attention of the department manager as appropriate., • Ability to calculate proposed risk ratings utilizing the bank’s internal matrix as updated financial information is received and spread. Portfolio Monitoring Analyst II • Consistently execute accurate performance covenant calculations for inclusion on the Covenant Testing Forms along with clear and concise commentary supporting the covenant compliance determination and providing next-step recommendations as appropriate., • Proactively collaborate with business partners to resolve any noted errors relating to covenant verbiage contained in executed loan agreements or tracking within the loan origination system., • Independently work towards achieving department and organization goals, seeking information, and collaborating, as necessary., • Maintain high standards in regard to commercial loan portfolio data quality and consistency; ensure that all commercial loan portfolio monitoring efforts are documented properly and accurately., • Assist with data gathering and review for various portfolio monitoring reporting and projects as assigned. Portfolio Monitoring Analyst III • Assist department manager with training needs by way of mentoring and developing junior team members and acting as a trusted advisor to business partners regarding covenant usage, verbiage, calculation, and tracking., • Review all commercial customer and related loan information independently and objectively, providing feedback and recommendations to appropriate business partners., • Provide department leadership with suggestions on process improvements and innovative solutions to enhance efficiency and continuous improvements in all areas of commercial loan portfolio monitoring., • Independently review and complete complex loan covenant calculations, with a primary focus on customers with aggregate credit exposure in excess of $5MM; complete manual loan-level stress testing as requested., • Prioritize and execute multiple assignments; identify obstacles within the scope of assignments; proactively communicate delays in deliverable or additional capacity availability. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Takes initiative in pursuing professional growth by leveraging the bank’s internal and external resources to enhance job-specific skills in credit analysis and commercial lending. Actively engage in opportunities to develop broader competencies, including communication, leadership, and technical skills, contributing to personal growth, career advancement and overall success of the department and organization. Requirements: QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below Bachelor’s degree from a four-year college or university in the area of business, accounting, finance or other related field and 2 or more years of commercial credit analysis or commercial lending experience preferred. A background screening will be conducted. • LANGUAGE SKILLS: Ability to read, comprehend and analyze general business periodicals, professional journals, financial reports, policy and procedure documents, job-related training materials, and commercial loan documentation. Possess strong professional communication skills, both written and verbal, with the ability to effectively communicate with teammates, business partners, management, and other bank personnel. Demonstrate the ability to convey observations and insights clearly and concisely in written reports and documentation, ensuring accurate and effective communication of key information., • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, digital imaging system, loan origination system, Microsoft Office programs, and any other computer programs pertinent to performing job duties., • MATHEMATICAL SKILLS: Possess a solid foundation in mathematical and analytical skills in relation to evaluating financial information. Ability to apply mathematical reasoning to accurately calculate and monitor financial covenants, identify trends, and measure financial performance over time., • REASONING ABILITY: Possess a range of reasoning abilities to assess financial information, identify risks and effectively monitor the commercial loan portfolio. Exhibit skills in analytical, quantitative, and deductive reasoning, critical thinking, problem solving, decision-making and attention to detail. Ability understanding and carry out instructions furnished in written, oral, or diagram form Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS • Medical, Dental, Vision & Life Insurance, • 401K with company match, • Paid Time Off & Recognized Holidays, • Leave policies, • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet), • Employee Assistance Program, • Employee Health & Wellness Program, • Special Loan and Deposit Rates, • Gradifi Student Loan Paydown Plan CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

Job DescriptionBenefits: • License Reimbursement, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off The Jacob Czaja State Farm agency opened it's doors December of 2023. Since then, we've been one of the highest producing and highest growing State Farm Agencies in the Buffalo area. We set the bar high, deliver exceptional results for our customers, and have a reputation for excellence in our community. We're looking for a driven, competitive, and coachable Sales Representative who thrives in a high energy environment where hard work and consistency are the "secret ingredients" to success. If you bring the effort, we'll give you the tools, training, and support to become one of the best in the business. ROLE DESCRIPTION: As an account manager for Jacob Czaja State Farm you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. WHAT YOU'LL DO: • Provide information about insurance products and services., • Build strong relationships with prospects and current customers to better understand their needs., • Consistently meet and exceed sales goals., • Assist customers with policy applications and renewals., • Handle customer inquiries and provide timely responses., • Maintain follow-up systems to ensure every lead and opportunity is maximized., • Maintain accurate records of customer interactions.QUALIFICATIONS:, • Communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred., • Ideal candidates possess P&C and LAH license

Job DescriptionBenefits: • Simple IRA, • License reimbursement, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off I earned my masters degree in Math Education from University at Buffalo. Im married with two wonderful kids and we love being involved in our community. Our team supports local programs like the Police Athletic League, health and education events at community centers, the Jamaican Market Festival, church activities, and more. We offer a Simple IRA, licensing reimbursement, and flexibility when needed. Our culture is warm and collaborative, and were looking for individuals who are driven, organized, friendly, and able to show empathy. If youre someone who thrives in a team environment and loves making a difference, this could be the perfect place for you. ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Michele Proietti - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Provide information about insurance products and services., • Assist customers with policy applications and renewals., • Handle customer inquiries and provide timely responses., • Maintain accurate records of customer interactions.QUALIFICATIONS:, • Communication and interpersonal skills., • Detail-oriented and able to multitask., • Experience in customer service or sales preferred.

Job DescriptionWHY we get up in the morningAt GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believeWe believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future. HOW we succeedWe are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role: At GHJ, our Tax Practice is comprised of over 100 professionals, the majority of whom have post-graduate degrees in tax, law or business and have previously worked with “Big Four” accounting firms. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state and local tax strategies, tax credit maximization, estate planning and international matters. We work with our clients to find appropriate solutions to maximize tax benefits and savings, providing sophisticated advice tailored for each client. We also provide our clients with the added bonus of having access to tax and industry resources that highlight emerging trends and inspire thoughtful discussions amongst peers and industry leaders through our events, blogs and publications. Our team prides itself on its ability to understand the strategic vision of our clients and work toward common goals while maintaining the proper level of independence. We see ourselves as more than just tax accountants; we want to be true advisors and collaborators with our clients. This position is a unique opportunity with tremendous growth potential for the right candidate. We are expanding our pass-through entity and private equity tax practice to address the needs of current and future clientele with tax compliance and tax consulting opportunities . This position would be ideal for a candidate that wants to directly impact the growth of a specialized niche within an existing tax practice. You will be responsible for: • The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented., • Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity., • Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary., • Delegates, manages, and performs tax research projects to achieve an accurate and efficient product., • Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department w/ larger clients., • Acts as a resource for tax preparer/specialists and A&A staff on specific tax issues and/or questions., • Coordinates with M&A, SALT, and ITS tax specialty teams on projects to deliver an accurate and efficient product., • Assists and supervises tax preparer with the more complex business returns., • Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner., • Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients., • Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness., • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs., • Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns., • Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters., • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate., • Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities., • Responsible for the engagement profitability — billings and collections., • Participate in firm’s committees and management meetings., • Proficiency in use of computer tax preparation, tax research, and tax planning software programs., • Ability to operate a computer and calculator., • Willingness to become a part of the firm’s Mentoring Program., • Performs such other duties as may be assigned.What we need from you:, • Participates in career development program to improve managerial, communication, and interpersonal skills., • Excellent oral and written communication skills., • Demonstrate leadership and supervisory skills., • Strong interpersonal skills, including proven experience liaising with clients., • Self-starter with the ability to work independently and use good judgment.What skills and experience you'll bring to us:, • Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification., • 5+ years of experience om tax at a public accounting firm or equivalent., • Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position. #LI-JN1

Job Description Avalon opened in 2000 with three people in Syracuse, NY, providing high-quality legal copy services. Today, we’re way more than just legal copy pros. Our team of 200 – located across the U.S. in eight offices in six states – includes experts in cybersecurity, eDiscovery, managed office services (MOS), and other progressive, recession-proof, always-evolving service offerings! Our startup feel, collaborative culture, and open, casual atmosphere (not to mention the random pizza parties and happy hours) make Avalon a great place to work. So, if you’re a hard-working, detail-oriented, genuinely nice person who wants to join a team of amazing people with a passion for solving client challenges (and for having fun), apply now! Job Summary: Client Service Representatives are the "face" of Avalon, acting as the first point of contact to help facilitate client projects and guide them in the right direction. Their role involves initiating client orders through effective call handling, email management, and precise data entry of client instructions to pass along to production. CSR’s have the responsibility of maintaining strong client relationships and ensuring their requirements are comprehensively addressed with care and professionalism. Serving as an essential bridge between clients and the production and sales teams, CSR's oversee all client communications within the department, managing the process seamlessly from initiation to completion. Schedule: -Monday - Friday, 8:00 am - 4:00 pm Job Responsibilities: • Greet walk in clients, visitors, and guests that enter our secure facility., • Screen and direct necessary client emails and calls to appropriate Avalon team members., • Respond and manage client communications through email, Microsoft Team calls, and online submissions., • Consult and ask fundamental questions to collect project details and instructions for production., • Work closely with supporting Avalon team members for estimating, new client paperwork, and other administrative transactions., • Final check the completion of all client projects before being picked up, shipped, or delivered., • Review final project instructions and submittal of invoice to client., • Will be required to pickup or deliver a client project, utilizing the provided company vehicle. Skills and Abilities:, • Demonstrates proficient time management and problem-solving skills., • Communicates information clearly and efficiently to both clients and team members (both written and verbally)., • Quick to grasp new concepts, process workflows, and basic understanding surrounding the services Avalon offers., • Detail-oriented and process-driven when adhering to standard operating principles., • Positive attitude and able to overcome challenging and fast-paced obstacles., • Ability to operate a desktop computer, scanner, and other common office equipment, including copiers, printers, etc., • Proficiency in Windows 10, Microsoft Outlook, Microsoft Teams, and NetSuite preferred., • Participate in continuing education and professional development programs.Education and Experience:, • Minimum of a high school diploma, associate’s degree in business or related field preferred, • 2 years of proven experience as a customer service rep, sales/admin assistant. Physical Requirements: • Standing for long periods of time, • Making and receiving phone calls., • Must be able to lift 50 pounds at times., • Driving a motor vehicle So, are you ready to click that button and take the next step in your career? We hope so!

Job Description Job Title: Patient Service Representative - Registration Shift: Day Shift Reports to: Registration Manager Status: Non-Exempt Pay: To determine our range, we consider as many of the following data points as are available to us: external market salary survey data, internal data in terms of comparable roles and our budget for the position. What we have posted is our good faith estimate of what we expect to pay: $18-$23 per hour. Summary: The Patient Service Representative works as a member of the Registration team, reporting to the Registration Manager. This role primarily provides registration/check-in services to the patients of GLMI. The Patient Service Representative may also perform a variety of tasks beyond registering patients including; answering calls, documentation in patient charts, and supporting the patient experience while in our facility. Effective communication between departments and excellent patient care must be maintained. Our Values: As a member of the team at GLMI it is expected that you embody the Great Lakes Way in your daily actions here. Personalize the Experience • Greet with eye contact and share a smile., • Create a tone of friendliness and warmth in conversations with patients, peers, and associates., • Respectfully interact with patients, peers, and associates at their pace and level., • Take time to listen to and understand others., • Demonstrate patience and compassion when interacting with patients, peers, and associates., • Do what you say you will do., • Anticipate and prevent potential problems., • Be responsible and efficient with Great Lakes resources (time, scheduling, property, equipment, etc.)., • Follow up on inquiries promptly and accurately., • Take personal responsibility for your work area and the quality of your work., • Speak positively about Great Lakes, team members, and patients., • Demonstrate respect and attentiveness to team members when communicating., • Recognize and share successes of the Great Lakes Way in action., • Proactively offer to help others., • Be flexible and embrace change with a positive attitude., • Contribute to a fun, energetic, and positive work environment., • Share information, knowledge, and expertise., • Be relentless about acting on opportunities to learn and improve., • Ask for, accept, and use feedback., • Greet and identify patients and visitors as they enter the office, • Direct patients to complete pre exam paperwork using company provided systems, • Review patient charts to ensure proper documentation and information are enclosed in accordance with practice policies, • Obtain additional patient information as needed, • Verify and confirm insurance(s) and authorizations, • Direct patients and visitors to be seated in the waiting room in a courteous manner and communicate unexpected delays when necessary, • Assist in maintaining a neat and organized waiting room, • Receive and document payments from patients attributed to copays, deductible, out of pocket services, and past due balances, • Schedule or reschedule patients appointments according to practice guidelines, • Perform other related duties as assigned, • Answer multi-line telephone system, take accurate messages, screen and direct telephone calls to the appropriate person in an efficient manner., • Acquire necessary medical records and documents for patient charts by communicating via telephone, facsimile or in person with other office locations or office personnel., • Routing and sorting documents within our digital fax tank., • Handle requests from patients related to the GLMI Patient Portal, • Ability to perform each duty as listed above, • Strong computer skills including use of information systems and Google based programs, • Problem solving skills, • Strong oral communication skills including both phone and in person, • Strong customer service skills and diplomacy, • Experience in radiology or medical terminology preferred, • High School Diploma or Equivalent, prior administrative experience helpful. Physical and Mental Requirements: • May be asked to lift up to 25 pounds, • Standing, walking, sitting, keyboard use for long periods of time, • Ability to listen and communicate with patients face to face or over the phone, • Will be required to read, write, work in a fast-paced office setting, • Ability to make decisions and think quickly, • Must have mental and physical capabilities to perform all tasks listed above Job Posted by ApplicantPro

Job Description Tax Manager – Fully Remote | Public Accounting Firm Location: Remote (U.S.-based) Job Type: Full-time About the Firm: Our client is a well-established and rapidly growing public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced Tax Manager to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Fully remote work environment with flexible scheduling. Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated Tax Manager looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or Direct Phone: 605-910-9530.