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The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business B

Job Description Automotive Warranty Administrator. Full Time Hybrid We are currently looking to hire an Automotive Warranty Administrator. Essential Functions** • • Accurately coding warranty claims and entering into the dealership management system (Reynolds)., • • Processing warranty claims to ensure documentation and verifying repairs meet Mazda warranty policy requirements., • • Reviewing warranty claims and correcting all errors that impede payment transaction from Mazda and/or vendor., • • Provides a high level of coaching and counseling to service consultants and repair technicians., • • Booking/coding/technician flagging on all warranty & service contract repair orders., • • Maintains a high level of knowledge for all Mazda campaigns, TSB's, SSM's and product concerns., • • Reconciling all warranty receivables and working with the accounting department to obtain payments., • • Handle rejected claims according to dealership and/or Mazda specifications., • • Daily follow up on outstanding claims and service consultant open repair orders., • • Maintaining all service and customer records as required Mazda to dealership requirements. We provide a vast menu of options to meet our employee's needs. We use national networks many with Designated Providers of Distinction Awards. • Multiple Option Medical and Prescription Plans, • H.S.A. Plans, • Dental Plans, • Prescription Options, • Vision Plans, • Short and Long Term Disability Programs, • Employee and Family Life Insurance, • Wellness Alternatives, • Health Club Membership Discounts, • Workplace Banking Solutions Pnb0BV0oeZ

Job Description Banking Digital Strategy ConsultantJob Details • Banking Digital Strategy Consultant – Financial Services & Insurance (Contract), • Location: New York NY 10012 preferred. Open to Remote EST/PST time zone (EST Preferred)., • Duration: 10/07/2025 to 1/26/2026, • Team: Sales - DSG FSI About the Role:, • As a Banking Digital Strategy Consultant, you will be leading key workstreams as part of strategy consulting engagements for leading banking customers. During each engagement, you will collaborate with a team of experts at Adobe with experience from leading consulting & FSI companies to conduct analyses, develop insights, and deliver impactful recommendations. You will advise industry executives and utilize your experience to become a trusted advisor to clients, and serve as a thought leader on trends, digital innovation, and use cases for Adobe technology. Required Skills & Qualifications:, • MBA preferred, but not required, • 5+ years in strategy consulting advising for/ operating at Universal banking (retail/commercial banking/Wealth Mgmt.) or a major regional bank through an enterprise level digital transformation, • Experience leading major workstreams in a top management consulting firm or digital agency, • A track record of strategy formulation and translating strategy into plans that deliver results., • Executive presence, with experience presenting to VP+ level stakeholders., • Excellent written and verbal client communication skills, • Strong problem solving and analytical skills including talent for conducting research, analyzing data, developing hypotheses, sharing thoughts with peers / leaders at Adobe, and crafting effective recommendations, • Track record of achieving impact through others, and effectively collaborating across functions, • High degree of intellectual curiosity and ability to absorb new concepts quickly, • Willingness to travel up to 20%. Compensation:, • Up to $59.86 per hour.#36466541

Job DescriptionVaro is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. We are looking for an inspiring and technically deep Head of Data Science to lead our team in leveraging advanced analytics, machine learning, and causal inference to catalyze decision-making and propel Varo's growth. You will lead the Data Science function within Varo’s comprehensive Data organization (which includes Data Analytics, Data Product Management, Data Engineering, and ML Engineering). Your team will be the strategic partner and technical engine for solving our most complex business challenges across key verticals like customer acquisition, engagement, fraud prevention, and responsible lending.What you'll be doing • Strategic Ownership: Define, own, and drive the comprehensive Data Science roadmap (including AI/ML and causal inference) that directly translates into commercial outcomes across Varo’s core business verticals., • Model Innovation & Delivery: Lead the development, validation, and production deployment of custom machine learning and statistical models that are critical for decision-making., • Business Partnership: Serve as a strategic data consultant to executive leaders and business stakeholders, translating ambiguous commercial problems into rigorous analytical frameworks and actionable solutions., • Data Integrity & Risk: Work closely with Data Engineering and Product teams to ensure the quality, accessibility, and lineage of new data sources. Ensure all models and analyses adhere to Varo’s risk framework and regulatory requirements for fairness and transparency., • Operational Excellence: Establish and own the ML Model Performance Monitoring processes, ensuring deployed models maintain accuracy and business impact over time and are governed appropriately., • Team Leadership & Mentorship: Attract, hire, mentor, and coach a high-performing team of Data Scientists, setting a high bar for technical rigor, business acumen, and cross-functional collaboration.You'll bring the following required skills and experiences, • 8+ years of experience in Data Science, Applied Science, or a related quantitative field., • Deep Domain Expertise: Proven track record of delivering measurable business impact in the lending space., • Technical Fluency: Expert-level proficiency in Python and its scientific computing stack (Pandas, Scikit-learn, PyTorch/TensorFlow). Proven ability to apply a wide range of statistical methods, machine learning algorithms, and causal inference techniques to large, real-world datasets., • Data Ecosystem Experience: Hands-on experience working with distributed data and computing tools (e.g., Spark, Hive) and cloud web services (e.g., AWS, GCP, or Azure).

Job Description REPORTS TO: CEO Location: 229 South Ave. W, Westfield, New Jersey, 07909 Compensation Structure: $60,000 - $84,000 Please Read This Full Job Post Before You Apply: Do you thrive on solving problems and figuring out the possible... and impossible? Do you like to research tried and true solutions on the web and then adapt those solutions to make anything you do more optimal, efficient, and doable? You'll read web pages, books, watch videos... whatever it takes... to gain what you need to quickly solve a problem. Every day. That's just who you are and how you get stuff done. Then this might be the perfect position for you.. ROLE You serve as the liaison between the CEO of Client Accelerators, and the rest of the company. This means you are responsible for executing processes and making decisions on behalf of the CEO. You will work on a one-to-one basis on a variety of tasks related to the CEO’s working and personal life. You'll work directly with our accomplished CEO who usually has his head in the clouds thinking abstractly about visionary projects and client strategies. Your sole job is to make sure that many of his day-to-day necessities are taken care of so his time is freed up for thinking, business development and executing. Given his time constraints and personality, some of his requests to you will be abstract and ambiguous. But you're an independent and critical thinker who isn't intimidated by that. You never fear asking a "stupid" clarifying question. But you also don't need step-by-step instructions and you frequently do quick research to generally educate yourself on the topic, so you can ask smarter, clarifying questions to zero in on the right approach and solution for the task at hand. To be the best executive assistant for him, you will need to be flexible, calm under pressure, a strategic thinker, and also able to work quickly when needed. The CEO's requests won't always be easy. He's always stretching and growing himself and that will mean the same for you. If you get stumped easily, this is definitely not the right job for you. He's ONLY interested in someone who thrives on being stretched, challenged, intellectually stimulated... and never broken. RESPONSIBILITIES • Managing projects on behalf of the CEO to ensure the team is held accountable and KPIs are met., • Meeting Minutes on the Weekly Executive Meeting, Mike’s 1-1’s, as well as documenting project status from these meetings to hold attendees accountable., • Each week, ensuring the CEO's agenda is set. You will do this by taking all items/projects where he is needed and prioritizing them, then blocking off times of the day for him to work on each. Your job is to ensure maximum productivity within his working hours., • Debrief CEO at beginning of each day on emails/messages/requests/inquiries that you are unable to respond to without his insight., • Acting as a Liaison with the Leadership team and CEO. This means that all items needed from the CEO by members of the Leadership team are documented and inserted into the CEO’s calendar., • Dealing with all incoming communication inquiries on behalf of CEO and acting as a liaison as much as possible on YouTube, Facebook, and Instagram, • Assisting the CEO in the execution of new projects and objectives within the company. This can range from scheduling meetings to filling out any and all paperwork to managing vendors and follow ups to launching a new book or funnel, • Acting as point of contact for all direct reports of CEO or anyone needing communication with CEO, • Organizing travel and complicated itineraries, • Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information for the CEO as requested, • Ensuring the CEO’s home is stocked with all items necessary, this includes the correct foods & supplements, which keep him in peak shape and mood everyday., • Building and maintaining a live asset tracking system for cataloging & inventory control., • Pet care and management., • Reminding the Executive of important tasks and due dates as well as decision to be made, • To assist with any other tasks not directly in need of the CEO, • Research and purchase gifts for both business and personal occasions., • Help CEO deal with banks & refinancing properties Here's REALLY What This Job Feels LikeCEO Time & Operational Leverage • Filter, prioritize, and delegate 80% of non-strategic tasks, • Maintain Asana accuracy (updated M/W/F minimum), • Pre-plan CEO calendar weekly (completed by EOD Friday or Monday 9am latest), • Ensure fewer than 5 non-urgent interruptions per weekFinancial & Banking Management, • Assist the CEO with his personal finances, • 48-hour reconciliation of all financial transactions, • 100% of bills paid on time, • Weekly cash flow update and Monthly financial summary by 5th of each month, • Coordinate with CPA, banks, lendersReal Estate Portfolio Management, • Maintain 100% rent roll accuracy, • Ensure 100% rent collection logged within 72 hours, • Zero missed tax, mortgage, or insurance deadlines, • Coordinate all maintenance requests within 48 hours, • Maintain property performance dashboard updated bi-weekly, • Deliver quarterly portfolio summaryContent & Media Coordination, • Assist the CEO in launching 4–6 YouTube videos per month, • Maintain 90-day rolling content calendar, • Ensure publishing + metadata + SEO completed 100%, • Maintain 7-day rolling meal plan aligned with CEO health goals, • Ensure home and office food inventory is stocked 100% of time (no out-of-stock events on priority items), • Prepare minimum 2–3 fresh meals per day (as scheduled by CEO), • Create centralized digital asset log (within first 30 days), • Catalog 100% of laptops, desktops, monitors, hard drives, cameras, files, and physical equipment, • Tag each asset with ID number + location + assigned user, • Minimum 1 walks per day (weather permitting), • Maintain feeding schedule 100% adherence, • Track food inventory and restock before 5-day depletion window, • Schedule grooming once or twice a month, • Schedule annual vet + vaccinations before due dates, • Maintain digital pet medical record, • Coordinate boarding logistics when CEO travelsTravel & Logistics, • Complex travel planned minimum 30 days in advance, • Cost optimization comparisons provided, • Detailed itineraries delivered 48 hours prior to departureRESULTS, • Make sure CEO is focusing on the top 20% of activities that will move the company forward and the other 80% is taken care of / delegated to others, • The CEO's calendar is pre-planned each week or created/reviewed on that Monday of, so that the CEO is maximally effective and all demands of the CEO to move the business forward are completed., • Vital business and any/all personal appointments are set and pre scheduled as requested, keeping in mind distance, drive times and time between events to accommodate the CEO’s life., • Appropriate research is done on behalf of CEO to help direct focus involving new projects, ventures & anything else needing attention, • All interactions are screened and handled appropriately, reaching out to the CEO as needed for decision making., • Asana board is updated at minimum every Monday, Wednesday & Friday, • All inquiries on Social Media/Email are answered by EOD each day. REQUIREMENTS • Works well under tight deadlines and pressing situations, • Ability to adapt to a fast growing company and changing/moving up of role, • Operationally excellent, • Ability to “manage up” the CEO and give assertive directions when it’s best for the company, • HIGH managerial skills, • Ability to design organizational systems on behalf of CEO, • HIGH communication skills, • Ability to learn software quickly, • Efficient with email, phone, scheduling, etc.., • Able to consistently maintain a positive attitude and reflect the demeanor of CEOCOMMUNICATION CYCLEDAILY, • Communications on priority items via Slack with CEO, • Communications with CEO’s Direct Reports on short or priority items via Slack, • Long-form questions or requests, as well as low-priority items, are consolidated as best possible and communicated via Email, with potential for follow-up via Voxer, • All requests / responsibilities are added to the Asana board and updated daily, • Asana board is up to date Monday/Wednesday/FridayWEEKLY, • Asana is updated by EOD Friday each week., • Attends all meetings requested, including but not limited to (subject to change):, • Weekly & Monthly Strategic Team Meetings, • Weekly Executive Meeting, • Monday to Friday, • On call, • Weekend availability Experience "Hard" Qualifications: • Minimum of 3-5 years experience supporting a C-level executive or business owner, • 1-2 years at a top management consulting firm (Bain, BCG, McKinsey, Etc..), • Bachelor’s degree, • Excellent interpersonal skills with the ability to work well with individuals at all levels of the company, • Demonstrated proficiency with Microsoft Office Suite including Word, Excel and PowerPoint, • Proven ability to perform in a fast-paced, dynamic environment, • Ability to handle multiple high priority tasks at a time without losing focus on daily responsibilities, • Laptop with high speed internet access (Windows preferred but not required) "Soft" Qualifications: • Strong business acumen, • Self-directed, flexible and enthusiastic with a focus on Results, • Exceptionally strong time management and organizational skill set, excellence in both written and verbal communication with superior follow-through skills, • Proactive in nature with the ability to multitask while still providing a high attention to detail and deadlines, • Excellent analytical and problem solving skills with the ability to “think on your feet” WHO ARE WE? Client Accelerators is the 'go to' company for coaches, consultants, experts, & authors who want to achieve sustained growth through paid acquisition channels like YouTube, Facebook, TikTok & Google. We were the 207th fastest growing company on the Inc 5000 list last year, and have had record growth for an advertising agency, growing an incredible 2,574% over the past 3 years. We’ve been able to have this record growth because of the incredible results we’ve been able to get for our clients, which has allowed us to speak on stages all over the world on our strategies & tactics to doubling, tripling or even 10x their profits by working with us. We take a hands-on approach to growing each client we bring in by scripting all of their creatives, video production, tracking, & running their ads on these channels to hit agreed upon targets. Our proven approach has allowed us to spend over $150 Million Dollars & generate over $300 Million Dollars in verified sales in the past 5 years. Currently, our company is focused on founder-led businesses across the e-learning, SaaS and service-based internet space. We believe great people are at the center of every successful business. Employees are provided a full suite of benefits, including competitive compensation, healthcare, unlimited paid time off and access to world class training material. What makes Client Accelerators so different? For one, our founder, Mike Buontempo is a consultant himself, who has been consulting with different companies & entrepreneurs for the past 13 years. Our vision is to attract and hire the very best people to help our clients grow profitably and systematically through paid media. Client Accelerators Core Values • We are problem solvers: If you spot a problem in our company or a client’s company, provide a solution. There’s millions of problems, and not as many problem solvers, be the solution., • Open Source Code: We share what’s working with everyone, • Empty The Bucket: Picture this, if you just spent two hours cleaning your car, you put all of the cleaning materials away, but you notice you missed a spot. What do you do? You go back, get everything back out, and complete the job to perfection, • We’re a ‘TEAM’ not a Family: Leaders at CA hire, develop, and cut smartly, so we have Superstars at every position, • Ownership Thinking: Going out of your way to make sure your actions and the actions of your peers are in the best interest of the company, • Competitive Salary Package with bonus structure, • Unlimited PTO, • Great career growth opportunity - You’ll be working with ‘A’ players in Operations, Sales, Creative, and Media Buying, • Company Leadership Events and Industry Conferences

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Incisive. Inclusive. Invested. We’re Axinn. Experienced, tenacious, and always trial-ready, we are committed to understanding complex legal challenges that impact the future of our clients' businesses, globally. Focusing on antitrust, intellectual property, and high-stakes litigation, our extensive teams in the U.S. possess deep knowledge and client-side experience across a range of sectors, including technology, healthcare, life sciences, and consumer products. At Axinn, inclusivity is central to who we are. We have a purpose that goes beyond profit, which includes fostering a fair, welcoming workplace and supporting the communities where we live and work. We actively recognize talent and promote opportunities for all team members. By embracing the unique experiences and perspectives of our people, we fuel creativity and deliver results for our clients. The Firm’s Controller oversees all accounting operations of the firm including, but not limited to, General Ledger, Accounts Payable, Tax, Payroll, Partner Compensation administration, Retirement Benefit administration, Client Billing and Collections, Treasury and banking operations, and Regulatory reporting and compliance. Responsibilities and Duties: • Continuously monitor, review, and enhance internal controls required for proper book-keeping and recording of business transactions. Set up general ledger codes to accurately capture costs and to assist the firm in its profitability analysis., • Manage vendor details, record invoices, ensure tax compliance and pay vendors in a timely basis while keeping an eye on firm cash flow. Ensure timely reimbursement of firm employee expenses and payment to credit card provider., • Liaise with outside tax consultant to ensure firm compliance with various payroll; income; and sales and use tax regulations. Stay abreast with changes in regulations impacting firm and its partners and make recommendations for ensuring compliance., • Responsible for issuing partner K-1’s and other firm and employee tax filings., • Supervise exempt and non-exempt employee payroll including benefits and retirement contributions. Responsible for accurate processing of partner draws., • Work in conjunction with the Client Value Manager to ensure accurate client billing rates; invoicing; and timely collections of outstanding receivables. Escalate issues related to overdue balances to appropriate people in the firm for a speedy resolution., • Have the overall responsibility of administering banking transactions. Ensure compliance with covenants and associated reporting., • Responsible for working with outside accounting firm for audit of firm financials., • Lead technology-based solutions implementation for improving accounting processes., • Formulate policies and implement procedures for improved internal controls related to accounting functions., • Bachelor’s degree in business, accounting, or closely related field required. CPA highly preferred., • Direct experience in an accounting role, within a law firm or professional services organization required., • Excellent interpersonal and communication skills, both verbal and written., • Effective time management skills, with the ability to handle a variety of tasks simultaneously and manage multiple projects while prioritizing assignments, • Ability to build rapport with attorneys, professional staff, and vendors, • Strong computer skills, including web-based research and proficiency in MS Word, PowerPoint, Excel, and various document management tools. Ability to learn and use new software quickly., • Time and billing system like Elite; Aderant; or another ERP., • Payroll systems like ADP., • Self-motivated, with the ability to work independently but within a team environment At Axinn, we offer market competitive wages and generous benefit options to our valued employees. This includes, but is not limited to, the following: • Competitive starting pay and annual discretionary bonus and raise eligibility, • Generous paid time off benefits (vacation, personal days, holidays, and sick leave), • Firm paid short and long-term disability, plus life and accident insurance, • 401(k) Profit Sharing Plan and Cash Balance Retirement Plan with generous employer contributions (please ask for further details re: eligibility requirements), • Comprehensive medical, dental, and vision insurance options, • Flexible spending and health savings accounts (medical plan dependent), • Firm paid comprehensive Employee Assistance Program (EAP), • Student loan refinancing discounts, • Lifestyle reimbursement program This is a full-time, benefits eligible, exempt level position. Final rate of pay and title will be commensurate with the incumbent’s experience, with a targeted hiring range of $177,000 - $210,000 for CT, $200,000 - $234,000 for DC and $215,000 - $253,000 for NY (the upper range reserved for highly qualified applicants). This position is currently available in either our NY, CT, or DC office locations. Axinn is an equal employment opportunity employer and is committed to creating an environment that draws upon the strength of the diversity of its workforce to achieve excellence in the Firm's field and beyond

Job DescriptionCompany Description WHO IS GUIDEHEALTH? Guidehealth is a data-powered, performance-driven healthcare company dedicated to operational excellence. Our goal is to make great healthcare affordable, improve the health of patients, and restore the fulfillment of practicing medicine for providers. Driven by empathy and powered by AI and predictive analytics, Guidehealth leverages remotely-embedded Healthguides™ and a centralized Managed Service Organization to build stronger connections with patients and providers. Physician-led, Guidehealth empowers our partners to deliver high-quality healthcare focused on outcomes and value inside and outside the exam room for all patients. Job Description As a Director of Accounting Operations, you will lead the business operations finance team and oversee client-facing accounting, reporting, and key corporate finance functions. This strategic and highly visible role involves significant client and corporate responsibilities, requiring regular interaction with clients, corporate staff, and internal Guidehealth stakeholders. WHAT YOU’LL BE DOING * Client Financial Services • Deliver high-quality financial services to multiple clients in line with contracts., • Maintain accurate client accounting records and provide timely financial statements and analysis., • Assist clients with annual budgets and report performance against targets., • Oversee client-related operations such as claim processing, funding, 1099s, cash management, and subrogation recoveries., • Execute delegated financial transactions in compliance with contractual requirements. Revenue, Billing & Accounts Receivable • Support client contract development to ensure proper financial service treatment and invoicing requirements., • Document revenue recognition in compliance with ASC 606., • Oversee invoicing for Guidehealth services and reimbursable expenses., • Ensure timely cash posting and follow up on outstanding receivables., • Collaborate with corporate accounting and escalate issues as needed. Team Leadership • Hire, train, and develop team members; set goals and delegate tasks., • Provide coaching and ensure backup for key roles., • Build strong internal and external client relationships. Internal Controls & Compliance • Implement and monitor policies and internal controls over assets and financial information., • Lead audits of Guidehealth and client financial statements., • Escalate compliance risks as appropriate. System Management • Ensure SAGE financial system meets business needs and maintain system integrity., • Collaborate with IT and Business Operations to integrate financial systems with platforms like Eldorado., • Identify opportunities to streamline and enhance finance infrastructure.Qualifications WHAT YOU’LL NEED TO HAVE • Bachelor’s degree in Accounting, Finance, or related field required; CPA strongly preferred., • 10+ years of progressive accounting and reporting experience; public accounting experience a plus (Big 4 or mid-tier firm)., • Deep experience in healthcare finance (payer or health system), including:, • Benefit plan design, • Health plan administrative operations, • Value-based care, • Payer/provider contracting, • Capitation and fee-for-service payment models, • Medical cost reserves (IBNR) and reinsurance, • Risk-sharing arrangements, • Proven ability to manage client-consultant engagements and build strong relationships with client leadership and staff., • Expertise in monthly financial close, reporting, revenue management, invoicing, accounts receivable, banking, and cash controls., • Skilled in interpreting client contracts for revenue recognition and service requirements., • Excellent communication, analytical, and leadership skills with a collaborative mindset., • Experience with integrated ERP systems (QuickBooks) and financial reporting tools., • Advanced proficiency in Microsoft Excel, Word, and PowerPoint., • A values-driven leader who fosters trust, collaboration, and operational excellence., • Highly organized and detail-oriented, with the ability to meet internal and client expectations for timing and quality of deliverables., • Proactive problem-solver who addresses issues before they escalate., • Skilled at building credible, collaborative relationships with internal and external stakeholders. Additional Information The base pay range for this role is between $140,000.00 to $150,000.00 annually ALIVE with Purpose: How We Thrive at Guidehealth At Guidehealth, our values come to life in everything we do. • We are Driven by Accountability — grounded in transparency, reliability, and integrity as we navigate challenges and opportunities alike., • Always Growing, Always Learning — staying curious and continuously improving inspires us to shape a better future for healthcare., • With Collaborative Innovation, we solve problems creatively, making every experience better for our employees and the patients we serve., • At Guidehealth, Every Voice Matters — we believe our collective strength is rooted in the unique perspectives of each team member., • And through Empathy in Action, we build stronger connections with those who count on us. All full-time employees of Guidehealth who work 30 hours per week or more are eligible for our comprehensive benefits package. While you are hard at work advancing value-based healthcare, we are here to ensure YOU have the care you and your family need and the opportunities for growth and development. Our commitments to you include: • Work from Home: Guidehealth is a fully remote company, providing you the flexibility to spend less time commuting and more time focusing on your professional goals and personal needs., • Keep Health a Priority: We offer comprehensive Medical, Dental, and Vision plans to keep you covered., • Plan for the Future: Our 401(k) plan includes a 3% employer match to your 6% contribution., • Have Peace of Mind: We provide Life and Disability insurance for those "just in case" moments. Additionally, we offer voluntary Life options to keep you and your loved ones protected., • Feel Supported When You Need It Most: Our Employee Assistance Program (EAP) is here to help you through tough times., • Take Time for Yourself: We offer paid time off plans helping you achieve work-life balance and meet your personal goals., • Support Your New Family: Welcoming a new family member takes time and commitment. Guidehealth offers paid parental leave to give you the time you need. The listed compensation range listed is paid bi-weekly per our standard payroll practices. Final base pay decisions are dependent upon a variety of factors which may include, but are not limited to: skill set, years of relevant experience, education, location, and licensure/certifications. OUR COMMITMENT TO EQUAL OPPORTUNITY EMPLOYMENT Diversity, inclusion, and belonging are at the core of Guidehealth’s values. We are an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation and identity, national origin, citizenship, religion, marital status, familial status, physical, sensory, or medical disability, Family and Medical Leave, military or veteran status, pregnancy, childbirth or other related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management is fully dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. OUR COMITTMENT TO PROTECTION OF PATIENT AND COMPANY DATA This position is responsible for following all Security policies and procedures in order to protect all PHI and PII under Guidehealth’s custodianship as well as Guidehealth Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager. REMOTE WORK TECHNICAL REQUIREMENTS Guidehealth is a fully remote company. We provide new employees with the necessary equipment to function in their role at no charge to the employee. Employees provide their own internet connection, capable of conducting video calls on camera and connecting to various internal and external systems. The required internet speed is a minimum of 100 mbps download, 10 mbps upload. Please run a speed test here to confirm your internet connection meets these requirements.

Job Description ADMINISTRATIVE ASSISTANT– BANKING - FINANCE United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Administrative Assistant for a well-established bank in the New York City Area. Salary: $45,500 – $50,000 depending on experience. Excellent Benefits Package. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the Administrative Assistant: • Greet customers and provide office support, • Assist in collecting borrower financial reports and loan documents, • Provide administrative support for loan origination, processing and staff in the Mortgage Department as needed, • Review and ensure all applicable forms are updated, • Assist President of Mortgage with reports and managing, • Answer calls and respond to emails, • Help with ordering credit reports and generating pre-approvals, • Maintain loan packages for all loan products, • Minimum of 1 year banking administrative assistant experience, • High School Diploma or equivalent, • Knowledge of loan documentation requirements, • Excellent verbal and written communication and mathematical skills, • Proficient in Microsoft Office Suite and knowledge of loan processing software Company DescriptionAt United Staffing Solutions: We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job Description Financial Services Business Consultant At ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work hand-in-hand with all tiers of the organization. Through our collective efforts, we provide optimal opportunities for growth and development. Each day you will be presented with a series of challenges that will position you for your personal growth and your professional advancement. At ABeam, you will work with a successful client base across a broad spectrum of industries and applications. If this exciting vision feels right for you, we invite you to apply! Position Responsibilities: A Financial Services Business Consultant provides business consulting services working with client business/IT user groups under ABeam's Manager/Senior Manager. The focus of this position is to work closely with the client business/IT unit personnel to gain an in-depth understanding of their operations, processes, services, and the context in which the business operates and delivery output that meets the client's expectations. Responsibilities include a range of activities, including: • Work with project workstream leads to facilitate the definition and documentation of business function workstreams and supporting systems process requirements and ensuring functional and technology solutions enhance and support the client’s business operations., • Understand, define, and document project workstream tasks and their progress status, as well as document the resolution/mitigation status and progress of identified issues and risks., • Identify, document, and facilitate a resolution to cross-workstream issues and schedule dependencies., • Develop clear, concise process documents, which require proficiency in interviewing skills, facilitation skills, business process requirements, workflow analysis, etc., • Assist in the analysis functions and technology alternatives and recommend to both client and ABeam project managers solutions for business issues, as well as identify opportunities to improve operational efficiency.Qualifications:, • 4-10 years of business operations experience in consulting project roles in a financial services environment, • Working knowledge and experience in financial services in one or more of the following domain areas is preferred but not required:, • Core Banking System / Operation Enhancement, • Loan / Guarantee / Fund finance, • Data Analytics, • Internal Rating / Credit Rating, • Transaction Banking / Local Remittance, • Settlement / Payment, • Market Trading (FX, Bond, Forward, Option, Derivatives, etc.), • Risk Management system implementation （Credit risk, Liquidity risk, etc.）, • AML/CFT/KYC/TMS, • Regulatory reporting, • Bachelor's Degree in Business, Finance, or Information Technology., • Solid critical thinking skills., • Strong organizational skills are necessary to succeed in a dynamic environment., • Able to create, maintain, and leverage documentation and provide support to facilitate project team productivity and project schedule timeline across multiple workstreams., • Strong problem-solving and analytical skills., • Possess excellent oral and written communication and interpersonal skills., • Good time management skills and ability to work to tight deadlines., • Microsoft Office Suite (Excel, PowerPoint, Word, SharePoint) proficiency, • This is a full-time position, no C2C or contractors, • Bilingual in Japanese preferred, • Medical, • Dental, • Vision, • Disability & Life Insurance, • Flexible spending account, • Flextime off Working At Abeam Consulting - Company Culture (jwplayer.com) Powered by JazzHR Lv3PNhP5He

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE - Analyst ***IMPORTANT---THIS ROLE IS IN-PERSON IN OUR NEW YORK CITY OFFICE. PLEASE DO NOT APPLY IF YOU ARE NOT ABLE TO BE IN THE NEW YORK CITY OFFICE FULL-TIME VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) THE OPPORTUNITY Gilmartin is looking for a highly motivated individual to fill the position as an Investor Relations Analyst based in our Larkspur, CA office. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials. In this role, Analysts will be asked to take their FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Analyst Role • Prepare reports for clients detailing analyst models and institutional shareholder base, • Track and report on client and competitor/peer business developments and financial results, • Collecting and analyzing sell side estimates and maintain consensus model, • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation, • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • BA/BS degree; Finance, Economics, Biology, pre-med preferred, • Internship within finance or investor relations preferred, • Strong analytical and writing skills, • Excellent interpersonal and verbal skills, • Keen interest in equity markets and/or healthcare, • Confident and professional phone and e-mail communication, • High ethical and professional standards, • Excellent cross-functional collaborator who inspires confidence and trust, • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure, • Detail oriented, highly organized and able to multi-task efficiently, • Ability and desire to work in a team environment, • A problem solver who is resourceful and creative, • Comfortable with C-suite executives and a start-up (wear a lot of hats) environment APPLICATION PROCEDURES Submit a cover letter and resume for immediate consideration through our website. Gilmartin Group is an Equal Employment Opportunity Employer

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: • Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments, • Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement, • Participate in process improvement, process automation, and operating model design, as well as data management and model optimization, • Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies, • Create system test plans and conduct testing, leveraging testing tools such as JIRA, • Conduct current state/future state gap analysis for individual business areas, • Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectationsWhat You'll Bring:, • 3+ years of prior experience in professional services or management consulting, • Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management, • Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.), • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory complianceQualifications:

Job Description Amalgamated Bank seeks a dedicated Institutional Service & Sales, FVP who will be reporting directly to the Trust Revenue Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client reporting, data analytics & lead generation The candidate will be an integral part of the Trust team in helping to achieve organic growth targets. Cross collaboration with banking partners to discover cross-sell opportunities for Investment Management, Custody and Benefit Disbursement. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers Essential Job Functions: • Actively support Client Service & Sales to help the team achieve revenue and profitability targets., • Creative lead generation by utilizing databases and attending industry conferences., • Help deepen and expand consultant relationships across industry, • Provide competitive analysis on industry peers to help properly position Amalgamated Bank’s services, • Work in collaboration with Legal, Compliance, Operations, Risk and Marketing, • Passion to learn more about Taft-Hartley industry., • Perform other duties as directed., • Travel of 10% - 25% of the time. Knowledge, Skills and Experience Requirements: • Bachelor’s degree; MBA or other equivalent preferred., • 5+ years of institutional investment management or bank custody experience, • Client Service and/or Sales Support experience, • Ability to work effectively with all levels of staff and management., • Excellent verbal/written communication and interpersonal skills., • Working knowledge of Microsoft enterprise (i.e. Office, Excel, Powerpoint), • Ability to manage multiple tasks and projects.

Job Description UNIVERSAL BANKER – BANKER United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Banker for a well-established bank in the Bronx. Salary: $45,500 – $50,000, depending on experience. Benefits: Health and dental insurance, vision, 401K, and tuition reimbursement. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the UNIVERSAL BANKER: • Onboards customers and open new accounts, • Process paying and receiving transactions, • Execute cash vault activities, • Schedule customer calls and follow up meetings, • Reply to customer inquiries, • Carry out assigned training, • Process wire transfers and other electronic services, • Minimum of 2 years’ banking experience, • Superb customer service skills, • Excellent verbal and written communication and mathematical skills, • Proficient PC Skills, knowledge of Microsoft Office Suite, • Knowledge of retail banking procedures and regulations, • High School diploma or equivalent, • Must be able to supply 3 employment referencesCompany DescriptionAt United Staffing Solutions: We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job Description*New York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.*Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

Job DescriptionOur Strategy & Operations team is a nimble group that partners with senior leaders across Match Group and our portfolio businesses on their most important strategic priorities. The team shapes the company’s long-term direction by bringing analytical rigor, strategic foresight, and clear operational guidance. We bridge high-level vision and day-to-day execution, ensuring the organization is aligned and moving effectively toward shared goals. As Manager, Strategy & Operations, you will act as an internal strategy consultant to executive leadership and the Match Group brands. You will lead or support high-impact initiatives, helping define strategic direction and translating insights into actionable plans. You should be equally comfortable diving into data, synthesizing findings into recommendations, and partnering across teams to bring proposals to life. You will report to the Senior Director, Strategy & Operations, and work closely with peers across Strategy, Operations, and Consumer Research. As part of a corporate team supporting a portfolio of brands, you will engage with a wide range of senior stakeholders and adapt seamlessly to different business needs, work styles, and communication preferences. Know where you belong. Match Group is a leading provider of dating services globally. Our portfolio includes Tinder, Match, Hinge, PlentyOfFish, The League, and others, each designed to spark meaningful connections for singles worldwide. Creating a sense of belonging doesn’t stop at our platforms - it’s the foundation of every team we hire. When it comes to dating, the connection starts online, but the real magic happens once you meet in real life (IRL). We think the same is true for creating the best platforms, so we work together IRL 3 days/week.How you’ll make an impact: • Competitive Intelligence: Conduct in-depth analysis of industry trends, emerging technologies, and market dynamics. Benchmark Match Group brands and surface insights that inform strategic decision-making. Identify market signals to inform buy, build, or partner decisions across the Match Group portfolio., • Portfolio Strategy: Support resource allocation and strategic planning across brands and geographies. Identify portfolio-level opportunities and risks and develop data-driven recommendations., • Business Case Development: Translate user, market, and financial data into clear financial models. Size growth opportunities, present the results and strategic implications, and create the paths to implement., • Special Projects: Drive and support strategic initiatives for Corporate and Business Unit leadership. Provide clear perspectives grounded in analysis, business context, and operational realities., • Corporate Operations: Develop materials for key executive forums - Strategic Planning, Board of Directors meetings, and Quarterly Earnings - and support project management for these programs.We may be a Match if:, • You have 5+ years of experience in strategy consulting, investment banking, or corporate strategy (ideally in consumer tech)., • You pride yourself on being “answer first” and always driving to the “so what.”, • You bring strong analytical skills, including market and competitive analysis, use of strategy frameworks, and development of business cases with imperfect data., • You have experience developing and implementing growth strategies., • You have demonstrated success aligning stakeholders across functional, business, and technical teams., • You communicate clearly and confidently, with experience creating concise, executive-ready materials for C-suite audiences., • You are a highly organized, proactive operator who thrives in a fast-moving, ambiguous environment., • You are proficient in building presentations in Google Slides or Microsoft PowerPoint, • Proficiency in conducting analysis and modeling in Excel; including intermediate-level formulas (e.g., index+match, xlookup), pivot tables, and charts. #MG

Job DescriptionSalary: Solutions Consultant (New York City based, Hybrid) (Must be able to commute to our New York City office) GTreasury has a vision to create the next-generation of technology tools for the global, corporate financial office. We are an established market leader in the SaaS treasury management space, and are expanding globally through a combination of cash management, connectivity, and financial risk management. GTreasury is currently looking for aSolutions Consultantto join our growing Solutions Delivery team. As a Solutions Consultant, you will be responsible for the overall design and analysis of customer requirements for a Treasury management system, and for implementing the functionality that meets these requirements on time and on budget. The ideal candidate for the Solutions Consultant role will be able to leverage prior experience in treasury, finance, relationship banking or Fintech related roles and apply an understanding of our enterprise level customers complex financial needs to implement an appropriate solution. What Were Looking For: • Intellectual Curiosity: In this role you will always be presented with new and different ways of approaching a problem. Maintaining ones interest in learning new things, and being excited about spreading to that knowledge, will contribute greatly to your success., • Positivity: Meeting challenges with a positive attitude will encourage your clients to think outside of the box and to maintain their excitement about the project., • Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. Were looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills. What You Will Do: • Lead discovery sessions with clients on their business/ technical requirements/ process, • Gather and intimately understand full requirements and document the scope of implementation, • Help support & troubleshoot delivered work throughout implementation, • Ensure client expectations are met / exceeded in terms of product set up and services delivered, • Provide up-selling opportunities and funnel to appropriate channels, • Tier 2 support for any escalated client issues related to financial instruments, • Ensure implementation proceeds on-specification and budget, • Participate in building and implementation of the solution, • Articulate design rationale and functional strategy as it directly relates to accomplishing goals Specific Experience for the Role: • Proven experience in a corporate Treasury and/or Treasury Management software, • Proven track record in project work including implementing treasury systems with good knowledge of project management tools, • A good team player with ability to act on own initiative, • Ability to quickly identify, analyze, and resolve problems / issues, • Strong written and verbal communication skills, • Proven organizational, leadership, and interpersonal skills and proven success working directly with clients, • Excellent verbal and written communication skills ability to interface and influence at multiple organizational levels, • Excellent listening, presentation, and consultative skills, • Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast pace environments, • Strong interpersonal skills and comfortable dealing with senior managers in client based environments, • Thorough understanding of Treasury functions within a Corporate Treasury, Financial Institutions or related field, • Experience with Software-as-a-service technology solutions Education Requirements: • Bachelors degree in Business preferred, or equivalent experience, • Enrollment in CFA, CTP or other professional program a plus What You Will Get: * • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of good work., • A great management team and reporting structure that supports you and your growth, • A culture of open collaboration and problem solving, • An empowered role on the Solutions team, responsible for driving business value, • Great benefits and culture, • Our benefits include:, • Salary: The expected annual median salary for this role is $90,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location., • Excellent medical, dental and vision insurance options, • HSA and FSA options + company HSA contributions, • 401K matching, • 100% paid parental leave, • 15 paid holidays + competitive PTO, • Flexible work environment More About GTreasury: GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the worlds most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila). At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply! If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Job Description 🌟 We're Hiring: SAP PS Consultant 📍 Location: Enterprise Environment (Hybrid/Remote Options May Apply) 💼 Role: Lead SAP Project Systems Configuration & Optimization 🔎 About the Role We're looking for an experienced SAP PS Consultant to own configuration, optimization, and end-to-end support of SAP Project Systems across a large, complex enterprise landscape. You'll lead PS processes from project structuring to cost & revenue planning, oversee critical incident management, support financial close, and drive automation + process improvement initiatives. If you excel at solving complex problems, enhancing project workflows, and guiding users through system changes, this role is for you. 🚀 What You'll Lead🔧 Core Responsibilities * Configure & customize SAP PS to business needs * Provide L3 support, resolve SAP PS issues, and manage P1/P2 incidents * Own project structures, cost/revenue planning, budgeting, and actuals tracking * Support finance closing cycles and continuous optimization * Integrate PS with CO, MM, SD, FI + external systems * Lead workshops, major enhancements, and user adoption activities * Conduct unit, integration, and UAT testing * Prepare documentation, functional specs, and training materials * Drive automation initiatives and enhance internal tools * Analyze IT processes and recommend improvements * Deliver knowledge transfer and ensure SLA alignment * Track delivery timelines and gather feedback for improvement 🎯 What You Bring💡 Required Skills & Expertise • High School Diploma (or equivalent) required, • 3-5 years prior SAP PS work experience preferred. * Deep SAP PS module knowledge + strong integration understanding (CO/MM/SD/FI) * Experience with S/4HANA implementations * Strong expertise in: * WBS * Network activities * Milestones * Revenue planning * Cost planning & budgeting * Ability to design or leverage custom exits * Experience with interface design to third-party applications * Strong communication, analytical skills, and stakeholder engagement * Ability to work independently + collaboratively * Documentation experience: As-Is/To-Be, functional specs, training materials Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$43—$50 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description The position for Business Development Analyst will be in our New York office. Please don't apply if you are not able to work out of our New York office. VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline healthcare experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in San Diego, Boston and New York. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical (Blue Shield), dental (Delta) and vision (MES) benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) THE OPPORTUNITY Gilmartin is looking for a Business Development Analyst to support our growing business. The person in this position will help to further develop and execute our business development activities as well as support ongoing processes. The Business Development Analyst will report directly to the Managing Director, Head of Business Development. In addition, attending pitch meetings, they will be responsible for maintaining our database of potential and pitched clients as well as determining new prospects. They will collaborate to develop additional sourcing networks then create outreach programs for potential new clients and relationship building. This will include, but not be limited to, staying abreast of healthcare industry trends, attending conferences, and creating constructs to cross reference venture investors, board of directors and existing clients to drive referral patterns. The expectation is for the person in this role to develop relationships with client team leaders throughout the firm as well as potential referral sources which strengthen over time. The ideal candidate is a self-starter who can move adeptly in a fast-paced environment with little oversight. Additionally, we are looking for someone who is highly organized, able to multi-task and a problem solver who is resourceful. We are results driven and prioritize culture over everything else with a high-level focus on professionalism and collaboration. Through your impact, Gilmartin can better help emerging healthcare technology companies develop life sustaining therapies and solutions to reduce billions in healthcare cost. JOB RESPONSIBILITIES • Source outreach for new business opportunities through various means, • Attend conferences, set-up and attend introductory meetings, follow-up activities, • Track newsflow, financial, M&A, and industry trends across healthcare, • Build and maintain relationships internally and externally, • Internally – work with client team leads to support and expand existing efforts and relationship development; develop materials and case studies with Marketing, • Maintain and update CRM tracking all business leads and prospecting, • Prospective clients – assess investor relations objectives and needs, • Referral sources – investment banking, equity research, venture community, investors, etc, • Work with client team leads and our Business Development Managing Directors to manage business development opportunities, follow up activities and ensure processes are moving forward, • Materials development. Create and tailor pitch materials and proposals to address prospective client needs and customize Gilmartin approach. Capture notes to be included in client engagements and draft initial engagement letters, • Work with Marketing Director to ensure marketing materials are accessible and used for business development purposes across the organization, • Work with Marketing Director to originate, execute and help with planning on Gilmartin sponsored events, • Collect feedback from client team leads on desired materials on service offerings to support new client conversations; work with Marketing to develop collateral materials (i.e. IPO advisory projects, private placements, case studies, etc.) Soft Skills • High ethical and professional standards, • A self-starter who can move adeptly in a fast-paced environment, • Highly organized and able to multi-task with self-management capability, • A problem solver who is resourceful and able to identify and solve ambiguous issues, • Demonstrated ability to work effectively in a cross functional team, • Comfortable with C-suite executives and a start-up, entrepreneurial (wear a lot of hats), environment, • A culture carrier with a positive attitude APPLICATION PROCEDURE Submit a cover letter and resume for immediate consideration through our website. Gilmartin Group is an Equal Employment Opportunity Employer CONTACT INFORMATION Lauren Banducci, Executive Assistant/Office Manager Email and contact information can be found at: Matt Picciano, Managing Director Head of Business Development Email and contact information can be found at:

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