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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Job Title: Operations Support Specialist Job Category: Non-Exempt Department: Valuations Company URL: About the Role The Operations Support Specialist is responsible for supporting the network management team in the day-to-day operations and strategy of networks of independent field agents. Your analytic, communicative, and personable nature will give you the edge necessary to build strong, long-term relationships with field agents to deliver our service offering while exceeding internal and client expectations and performance targets. Responsibilities • Interact with field agents, company clients, and internal partners, • Deliver consistent and thorough communication, • Provide operational support for Network Management teams, • Provide coverage for Region Managers, including setting region allocations, completing order assignments, and making scorecard calls, • Support the development and growth of field agent relationships through strategic execution with Region Managers, • Proactively monitor day-to-day valuation orders via email, phone, and/or through our internal management platforms to ensure milestones are achieved during the valuation lifecycle, • Leverage analytics and relationship building to ensure internal targets for quality, delivery, and revenue are exceeded, • Work with internal partners and management to identify potential issues and provide resolution, • College/University degree preferred and/or a 1-2 years of progressive business experience, • Some experience/knowledge of the mortgage banking, real estate, or appraisal management industry a plus, • Incredible attention to detail and sound decision-making skills, • Customer service, leadership, sales, and communication abilities, • Excellent written and oral communication skills, • Competency in basic computer skills and applications About Solidifi Solidifi is a leading network management services provider for the residential lending industry. Our platform combines proprietary technology and network management capabilities with tens of thousands of independent qualified field professionals to create an efficient marketplace for the provision of mortgage lending services. We are a leading independent provider of residential real estate appraisals and title, and settlement services. Our clients include top 100 mortgage lenders in the U.S. and some of the largest banks and insurance companies in North America. Solidifi is a wholly owned subsidiary of Real Matters (TSX: REAL). Visit for more information and stay connected with our latest news on LinkedIn. Equal Opportunity Employer Solidifi is an Equal Opportunity Employer; applicants are considered for all roles without regard to race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. Please advise us at any point during the recruitment and selection process if you require accommodation. Solidifi is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

Job Description Nature & Scope: Positional Overview The Imagine Group is recruiting for a Furniture Repair & Sales Technician on behalf of our client, a leading U.S. regional financial institution providing personal, business, and commercial banking services across multiple states in Buffalo, NY. In this role, you will be responsible for coordinating and supporting workplace furniture services and sales operations within a large, regional financial institution. You will manage vendor relationships, oversee furniture procurement and installation processes, and ensure office environments align with corporate standards and project timelines. Role & Responsibility: Tasks That Will Lead to Your Success · Maintain relationships with senior construction team and department head manager to coordinate and implement the disposition of unused bank furniture corporate wide. · Regularly and independently interact with clients and business partners of varying associate and management levels to ensure clarity of renovation/relocation project needs. · Anticipate potential problems, opportunities and solutions based on business requirements for furniture needs. Inventory incoming furniture, inspect and determine classification of furniture disposition. · Responsible for decisions of disposition including sale, redeployment, donation, scrap value or disposal. · Responsible for recommendations and executing on arranging displays, putting up any point-of-sale information. · Evaluate furniture to determine the extent of damage or deterioration, and to decide on the best method for repair or restoration. · Provide a cost estimate of repair to determine potential value of goods for resale or disposal. · Utilize technical furniture finishing techniques to refurbish furniture. · Mentor and coach less experienced team members. · Review documentation, proposals and changes proposed by staff with less experience. · Leverage expertise and research of goods to negotiate terms and conditions of sale with clients. · Determines which products best meet the customer's needs and financial circumstances and advises potential clients regarding the advantages and disadvantages of different. · Make recommendations to customers on cross selling other bank products. · Maintain knowledge of sales, promotions, policies and security practices. · Prepare sales slips and contracts, arrange delivery and facilitate special requests and orders. · Document sales transactions with employees, externals customers, liquidators, and wholesale outlets. · Maintain a strong aptitude and working knowledge of furniture applications and environments. · Maintain a detailed understanding of vendor relationships and services used by the Bank. · Coordinate the relocation and consolidation of furniture to a centralized location for presentation to customers. · Contact appraisal companies for the disposition of potential antiques. · Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. · Identify risk-related issues needing escalation to management. · Complete other related duties as assigned. Skills & Experience Qualifications That Will Help You Thrive · Associate degree and a minimum of 3 years' work experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' work experience. · Able to meet clients of varying levels to gather, document and analyze specifications and requirements, work closely with peers in the industry. · Knowledge of materials, methods and the tools involved to repair furniture. · Mechanically inclined. · Comfortable working with hands and displays an aptitude for craftsmanship, artistic and/or carpentry services. · Strong attention to detail and excellent time management and organizational skills. · Possess strong ability to prospect, negotiate and close sales. Customer service oriented, with the ability to meet goals. · Ability to work independently and with a team in a fast-paced environment. · Experience using hand trucks, pallet jacks; forklift certified within 30 days of hire. · Valid driver's license and pass the bank's motor vehicle check. · Ability to drive a 16-26-foot straight truck and or van. · Ability to travel up to 30% of the time. · Must be able to lift 75lbs. · Travel required. · Technical education in millwork or woodworking technology gained through certificate, degree or vocational programs. · Formal or job-related training on the use of hand tools, power tools and woodworking machinery. · Wood working certificate and/or training classes. · Ability to obtain training within 180 days of hire. · Understand of drawing, design and joinery. · Proven track record of sales success. · Experience in one-on-one negotiations and sales. · Experience in project management. Company DescriptionMary Kraft HR was founded in 1989 by Maryland native Mary Kraft and has since partnered with industry-leading companies in healthcare, financial, commercial, insurance, and service industry. As of February 2022, we celebrated 33 years as a small but mighty family-owned business. We are also proud to announce that for the last 5 consecutive years we have received Best in Staffing’s Client and Talent Diamond Awards. We’re here to make sure you get placed in a job that suits your needs and skills and offers the resources you need to advance your career. We offer medical, dental, vision, and 401K.Mary Kraft HR was founded in 1989 by Maryland native Mary Kraft and has since partnered with industry-leading companies in healthcare, financial, commercial, insurance, and service industry. As of February 2022, we celebrated 33 years as a small but mighty family-owned business. We are also proud to announce that for the last 5 consecutive years we have received Best in Staffing’s Client and Talent Diamond Awards.\r\n\r\nWe’re here to make sure you get placed in a job that suits your needs and skills and offers the resources you need to advance your career. We offer medical, dental, vision, and 401K.

Job DescriptionSalary: $64,000-$74,000/yr Come join a growing financial technology company thats leading the marketplace in both the marketing and servicing of credit cards! Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Paralegal to join our Legal Operations team. We are seeking motivated, experienced professionals to support litigation, serve as a liaison with other business units, and play a key role within Continental Finances Legal Operations department. The successful candidate will also work closely with the Legal Department team and coordinate with other business teams to help achieve the companys objectives. Essential Functions: • Conduct investigations related to consumer claims and prepare detailed case summaries/litigation reports., • Identify and obtain all relevant records required for litigation matters and coordinate with internal teams as needed., • Communicate with claimants, opposing counsel, and third parties regarding claims and litigation matters when appropriate., • Confirm settlement terms and coordinate settlement paperwork., • Maintain litigation tracking logs and case management records., • Prepare litigation status reports and updates for Legal Department leadership., • Review, process, and assist in responding to subpoenas, civil investigative demands, and other legal requests., • Coordinate document collection and prepare responses in collaboration with the Legal Department., • Ensure responses meet applicable legal deadlines and requirements., • Assist in implementation of Legal Operations processes., • Support special projects as may be requested. The ideal candidate will have the following: • Bachelors degree or Paralegal Certificate from an accredited program., • 36 years of paralegal experience, preferably supporting litigation matters., • Experience supporting litigation in financial services and comfortable working with regulatory frameworks such as the Fair Credit Reporting Act (FCRA), Fair Debt Collection Practices Act (FDCPA), and related consumer protection laws., • Experience working in financial services, fintech, banking, or consumer credit industries preferred., • Experience with subpoena responses, document collection, and litigation investigation., • Strong organizational and documentation management skills., • Notary Public commission is highly desired., • Strong investigative and analytical skills., • Excellent written communication and case documentation abilities., • Ability to manage multiple matters simultaneously., • Strong attention to detail and regulatory awareness., • Ability to collaborate across teams., • Demonstrated ability to handle confidential information with professionalism and discretion. Why Continental Finance? Continental Finance Company (the CFC) is one of Americas leading marketers and servicers of credit cards for consumers with less-than-perfect credit. Since our founding in 2005, we have prided ourselves on corporate responsibility to customers in terms of a strong customer support program and fair treatment. With our success, we have also grown into an innovative financial tech company! With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them. With more than 2.6 million credit cards managed and serviced since our founding, we pride ourselves on putting the customer first.We are not a chartered banking financial institution, nor are we a debt originator or a credit card issuer. CFC is an equal opportunity employer that is committed to inclusion and diversity. Our company provides equal employment opportunity (EEO) regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status. CFC is seeking bright, energetic individuals that will help us grow and develop together! We uphold a promise to treat our employees with the same care and concern as we do our customers. We offer all employees competitive compensation and benefits in an exciting, fast-paced business casual environment. Join our growing team and apply online today! CFC offers a hybrid work schedule which includes three (3) core days in the office (Tuesday, Wednesday, and Thursday) and two (2) remote workdays (Monday and Friday) #LI-HYBRID

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionSalary: $26.44/hr Come join a growing financial technology company thats leading the marketplace in both the marketing and servicing of credit cards! Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking an IT Support Specialist to support our Infrastructure Technology team. The IT Support Specialist will focus on the technology side of change, including changes to system processes, application systems and technologies, with an emphasis on onsite and technology-related end-user support incidents. The role will also create and deliver strategies and plans to help employees maximize the adoption of new programs utilizing strong communication/troubleshooting skills. This is a great opportunity for someone whos looking to play a key role in implementing fast and effective changes across a company, ensuring new safety standards are met in a timely manner. Essential Functions: • Perform IT Help Desk duties serving as the first point of contact for end-users seeking technical assistance over the phone, email, or chat, and following up with status updates as needed., • Perform technical troubleshooting through diagnostic techniques and pertinent questions to determine the best solutions based on the issue., • Maintain documentation (Runbooks, How To, SOPs, etc) and seek opportunities within the department to improve operational awareness and efficiencies., • Drive adoption and proficiency of changes within the organization in accordance ITIL Framework., • Develop project strategies and plans, including stakeholder assessment, communications to ensure the timely execution of the Tech Operations teams objectives., • Ability to perform regular and routine maintenance activities in accordance with Compliance and Regulatory guidelines., • Develop short and long-term goals, KPIs, objectives, develop and execute against operational plan., • Lead/facilitate meetings with clients to ensure an understanding of the current company culture and goals., • Perform additional duties as assigned. The ideal candidate will have the following: • Must have at least a high school diploma or GED. BA or BS Degree is preferred., • 1+ years' experience in Incident management (ITIL Framework) and creations of technical documents., • 1+ years' of experience with Microsoft 365 administration and Active Directory, • Certifications from leading vendors such as CompTIA, Cisco, AWS or Microsoft are preferred., • The position requires minimal travel. Occasional travel requirements may be subject to overnight depending on the companys needs., • Ability to lift 25+ pounds and sit for long periods of time., • Excellent analytical and troubleshooting skills, • Strong interpersonal skills, in addition to effective customer interaction skills, • Familiarity with Cloud Technology (AWS, Azure, Google Cloud), • Knowledge of Active Directory user accounts and basic Microsoft applications., • Ability to work well under deadlines and in a fast-paced environment. Why Continental Finance? Continental Finance Company (the CFC) is one of Americas leading marketers and servicers of credit cards for consumers with less-than-perfect credit. Since our founding in 2005, we have prided ourselves on corporate responsibility to customers in terms of a strong customer support program and fair treatment. With our success, we have also grown into an innovative financial tech company! With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them. With more than 2.6 million credit cards managed and serviced since our founding, we pride ourselves on putting the customer first.We are not a chartered banking financial institution, nor are we a debt originator or a credit card issuer. CFC is an equal opportunity employer that is committed to inclusion and diversity. Our company provides equal employment opportunity (EEO) regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status. CFC is seeking bright, energetic individuals that will help us grow and develop together! We uphold a promise to treat our employees with the same care and concern as we do our customers. We offer all employees competitive compensation and benefits in an exciting, fast-paced business casual environment. Join our growing team and apply online today! CFC offers a hybrid work schedule which includes three (3) core days in the office (Tuesday, Wednesday, and Thursday) and two (2) remote workdays (Monday and Friday) #LI-HYBRID

Job Description: Summary: The COBRA & Premium Billing Administrator responds to and resolves written, telephone, and personal inquiries from clients and/or subscribers concerning policies and procedures in a professional and efficient manner. This position coordinates and monitors daily activities for COBRA and Third-Party Premium Billing Administration to ensure regulatory requirements & established standards and deadlines are met. Essential Accountabilities: Client Team • Serves as a point of contact for clients and brokers in relation to the day-to-day operational tasks including, but not limited to, responding to client and broker inquiries/requests; scheduling, facilitating, and delivering client reporting; processing member refund requests; managing open enrollment requests; monitoring member grace periods, managing member payment requests, reviewing and reporting on member payment status., • Responds to client/broker inquiries on a timely basis within department service standards. Notifies and educates clients of any rules or regulation changes., • Conducts webinar demonstrations and supports client and broker training of the software system and portal functionality., • Manages the rate renewal process for assigned clients., • Participates in client and broker requested conference calls. File Team and Enrollment • Responsible for the processing of the inbound and outbound departmental file exchanges within the services standards. Files are primarily membership files that require adding, updating, or deleting subscriber group data within the software system. Responsible for processing any identified error or no-load files., • Responsible for the coordination and execution of the daily carrier file for member coverage reinstatements, changes, and terminations., • Coordinates and collaborates will the LBS EDI team to proactively identify and resolve any file errors., • Communicate with client, broker, or vendor(s) to resolve file related processing issues., • Supports the process of establishing and testing new client files., • Monitors and documents each respective carrier preferred eligibility process., • Works with Carriers to assure all billing activities meet the needs of the client and the carrier. Level I • Maintains knowledge of rules, regulations, policies, and benefits governing COBRA and Premium Billing., • Administers group plans in accordance with all appropriate regulations and process all activity within service time standards., • Supports customer service team in answering or researching member inquiries. Researches, interprets, and responds to inquiries in a professional and efficient manner using problem solving skills., • Processes member requests not facilitated through software vendor, including but not limited to member payments, banking forms, enrollment and termination forms., • Assists in system and release testing and troubleshooting., • Performs departmental and team functions according to established desk level procedures (DLP). Participates in the development, updating, and monitoring of DLP., • Participates in ongoing training to further knowledge of regulations, software systems, policies and procedures, and develops skills to accurately fulfill requirements of the job., • Consistently meets the established departmental and team productivity metrics. Successfully satisfies the assigned tasks and standards of the inter-departmental team assignments., • Maintain current knowledge of LBS policy and procedures., • Consistently demonstrates high standards of integrity by supporting the Lifetime Benefit Solution's mission and values, adhering to the Corporate Code of Conduct and, leading to the Lifetime Way values and beliefs., • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures., • Regular and reliable attendance is expected and required., • Performs functions as assigned by management. Level II (in addition to Level I Accountabilities) • Performs advanced research and resolution of inquiries and adjustments on behalf of clients, brokers or carriers., • Assists in resolution of escalated or systematic issues. Proactively identifies error trends., • Assists in client audits and data comparisons., • Services strategic accounts as well complex COBRA and Premium Billing accounts., • Serves as a resource to other team members. Minimum Qualifications: NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities. Level I • High School diploma or equivalent. Associate degree in business administration or related field preferred., • Two or more years of related experience., • Knowledge of COBRA rules and regulations preferred., • General understanding of medical, dental, vision, and Medicare benefits., • Excellent problem solving, reasoning, and organizational skills. Ability to manage multiple projects., • PC experience including knowledge of Microsoft Word and Excel., • Excellent oral and written communication skills., • Ability to communicate effectively while working collaboratively and maintaining positive relationships with clients., • Ability to work in a team environment as well as independently. Level II (in addition to Level I Qualifications) • Four or more years of experience working in COBRA and Premium Billing industry., • Strong knowledge of COBRA and Premium Billing rules and regulations., • Demonstrated problem solving and ability to resolve complex inquiries or escalated situations., • Advanced knowledge of departmental software system and Excel. Physical Requirements: • Ability to work while sitting and/or standing at a workstation viewing a computer and using a keyboard, mouse and/or phone for three (3) or more hours at a time., • The ability to hear, understand, and speak clearly while using a phone, with or without a headset. One Mission. One Vision. One I.D.E.A. One you. Together we can create a better I.D.E.A. for our communities. At the Lifetime Healthcare Companies, we're on a mission to make our communities healthier, and we can't do it without you. We know diversity helps fuel our mission and that's why we approach our work from an I.D.E.A. mindset (Inclusion, Diversity, Equity, and Access). By activating our employees' experiences, skills, and perspectives, we take action toward greater health equity. We aspire to reflect the communities we live in and serve, and strongly encourage people of color, LGBTQ+ people, people with disabilities, veterans, and other underrepresented groups to apply. OUR COMPANY CULTURE: Employees are united by our Lifetime Way Values & Behaviors that include compassion, pride, excellence, innovation and having fun! We aim to be an employer of choice by valuing workforce diversity, innovative thinking, employee development, and by offering competitive compensation and benefits. In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer Compensation Range(s): Minimum: $20/hr - Maximum: $26.90/hr The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position's minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Please note: There may be opportunity for remote work within all jobs posted by the CDPHP Talent Acquisition team. This decision is made on a case-by-case basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description Assistant Wholesale Sales Operations Manager Exxpress Tire 1275 Lehigh Station Road Henrietta, NY 14467 585-334-3900 Overarching responsibility is to maximize profit through the management of margins and expenses; this position has P&L responsibilities. The Wholesale Sales Operations Manager is responsible for the execution / management of the sales process, manufacturer associate dealer programs, dealer volume bonus and Incentive programs. This position is responsible for planning and implementing strategies based on the sales process to manage and attain sales/productivity goals Assistant Wholesale Sales Operations Manager will be provided with the following: • Reimbursed for approved travel expenses, • Company cell phone The Wholesale Manager position is salaried and includes a variable compensation component based on an established annual Gross Profit target. • Base pay: $56,250 - $62,500 / Year based on experience, • Variable Incentive: Monthly incentive compensation is 20% of base pay, • Salaries Position: Normal hours are M-F, must be available to work some weekends and occasional evening hours as needed Who Are We? Exxpress Tire Delivery is the wholesale division of Exxpress Tire, LLC. The guiding principles are built around our Vision & Mission statement along with an understanding of the expectations of our culture: Within our vision statement is the desire to earn loyalty as result of our business practices; our mission statement is contingent on operating a “world-class network of distribution centers to serve Western NY & PA with extraordinary service to our customers. Our Culture: Our culture is based on people, those of the highest integrity, willing to accept responsibility and ask for more and are committed to the success of our dealers. Benefits: • Health Insurance, • Dental Insurance, • 401K Retirement Plan with Company Match, • Supplemental Benefits (Accident, Disability, & Critical Illness), • Paid Vacations, • Earned Paid Sick Time, • Develop business through collaboration and planning with Wholesale Operations Sales Manager, Account Managers & ADAMs and other program resources, • Monitor sales results vs plan; provide input to develop & execute corrective measures to attain/exceed target, • Clerical duties to include but not limited to National Account processing & cash/banking management, • Directly manage inside sales personnel (CSR’s); manage inbound and outbound call programs, • Assist in hiring, training, & scheduling, • Maintain knowledge of current industry trends and share best practices across Exxpress Tire Delivery to support continuous improvement, • When necessary, travel through assigned geography to call on regular and prospective customers to manage relationships and solicit new business, • Demonstrate strong, fair, consistent leadership with all associates, • Build and maintain an environment conducive with the goals and direction of the company, • Bachelor’s degree or equivalent work experience required, • Minimum of 5 years of experience in retail automotive operations, tire wholesale or equivalent experience in a related environment, • Prior sales experience, preferably in a retail environment or automotive related industry, • Understanding of all aspects of sales process (inventory, inspect, train, sell, retain), • Applicable communication skills with both internal (sales support, distribution & management) and external (customers)., • Previous personnel management experience preferred, • Proficient computer skills: Must be able to demonstrate proficiency with Excel, Word & Power Point., • Application of critical thinking skills, • Continuous Training – knowledgeable about current trends through online and classroom settings, • Possess and maintain a valid driver's license Exxpress Tire, LLC is a wholesale tire distributor with six distribution centers in Buffalo, NY; Rochester, NY; Syracuse, NY; Jamestown, NY, Erie, PA; and Pittsburgh, PA. Exxpress Tire has been in business since 1993 and employs more than 200 team members. Our culture revolves around our people. We value team members who demonstrate the highest integrity, are willing to accept responsibility and ask for more, and are committed to the success of our business and their personal career development. *Exxpress Tire, LLC participates in the Work Opportunity Tax Credit program

Who we're looking for** - 3+ years in corporate FP&A, strategic finance, investment banking, buy-side, or Big 4 advisory; or MBA with a finance concentration plus comparable experience - Working fluency in at least two of: financial modeling (three-statement, DCF, LBO, merger), valuation, manage

Job DescriptionJob Title: Branch ManagerLocation: Buffalo, NYHire Type: Direct HirePay Range: $72,000 - $88,400Work Model: OnsiteRecruiter Contact: Karissa Lubberts, Dunn, & Scope:Positional OverviewThe Imagine Group is recruiting for a Branch Manager on behalf of our client, a leading, community-focused financial institution in Buffalo, NY. This organization provides a full range of personal and business banking services, including lending and innovative digital solutions. It is committed to member service excellence, employee development, and making a positive impact through strong community involvement and collaboration.In this role, you will be responsible for leading and developing a high-performing branch team to deliver exceptional member service and achieve financial performance goals. You’ll oversee daily operations, ensure compliance with policies and procedures, and build strong relationships within the local community. Your leadership will help drive business growth while fostering a positive, member-centric culture. Role & Responsibility:Tasks That Will Lead to Your Success • Bring the organization’s mission to life, ensuring member experience is second to none., • Model and coach branch team on deepening member relationships, member advocacy, and business development., • Build relationships with commercial clients, partnering with Commercial Lending and Business Development., • Establish, model, and lead a positive presence within the community by delivering the Broadview brand with every member interaction, including any community/volunteer events, committees, and council representation., • Collaborate with other departments and CUSOs on delivery of exceptional concierge member service., • Advance employee development and succession planning through regular performance appraisals, feedback, and by creating individual development plans., • Ensure ongoing training and development of staff through direct observations, meetings, reviewing dashboards, development plan progress, goals, and overall performance to yield strong individual and team results., • Maintain knowledge of all current Credit Union products, services, policies, procedures, and NCUA regulations., • Achieve branch operational objectives and take accountability for the team’s compliance with all Credit Union policies, procedures, and audits., • Monitor internal and external building and grounds maintenance to ensure positive and safe member and staff experience., • Assist in the recovery and restoration of tasks assigned in a disaster recovery situation, as well as regular disaster recovery testing.Skills & ExperienceQualifications That Will Help You Thrive, • Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and education., • Have a minimum of three years’ service experience with proven results., • Are an enthusiastic leader with proven record of success in a leadership role., • Have strong organizational and multi-tasking skills., • Have effective interpersonal, verbal, written, and auditory communication skills., • Can adapt to change and think strategically., • Are flexible to work out of any location at any time, based on business needs., • Can lift at least 10 pounds and stand for long periods of time.

Job DescriptionPosition Description: The Controller is responsible for the overall integrity, timeliness, and usefulness of the companys financial information and related systems. This primarily remote role (with occasional travel to the restaurants and support office) oversees accounting operations, implements and improves financial processes, and provides actionable analysis and key performance indicators (KPIs) to support executive and operations management. The Controller will serve as a key business partner to ownership and leadership, helping to drive profitable, well-controlled growth as the company expands its restaurant base. Additional Information: Qualifications510 years of progressive accounting/finance experience in a multi-unit restaurant environment (corporate or large franchise group). Demonstrated experience overseeing or heavily using an ERP system tailored to restaurant or multi-unit retail businesses (e.g., Restaurant365, similar platforms).Experience adding new stores or entities into an ERP environment, including configuration, testing, and go-live support. Proven track record of designing, implementing, and improving processes around daily sales recording, deposit and cash reconciliation, and POS-to-GL integration. Prior responsibility for preparing or managing store-level and consolidated KPIs and dashboard reporting for executive and operations teams. Experience managing financial operations across multiple states, including multi-state sales tax, payroll tax, and tip reporting compliance. Hands-on experience with new restaurant /unit opening and expansion, including financial support, pre-opening budgets, build-out cost tracking, and initial P&L setup. Technical Skills Strong proficiency with restaurant ERP systems; specific knowledge of Restaurant365 is a plus. High proficiency with Microsoft Excel and comfort working with data extracts, pivot tables, and lookups. Familiarity with POS systems, bank portals, and payroll platforms commonly used in the restaurant industry. Experience with business intelligence or data visualization tools (e.g., Power BI, Tableau, or built-in ERP reporting) to create dashboards and ad hoc analyses. Familiarity with third-party delivery platform portals and reporting (e.g., DoorDash, Uber Eats, Grubhub) and their financial reconciliation requirements. Working knowledge of lease accounting standards (ASC 842) and multi-state sales and payroll tax requirements. Competencies and Attributes Strong analytical and problem-solving skills, with the ability to translate data into clear, action-oriented insights for non-financial leaders. Exceptional attention to detail and a commitment to accuracy and integrity in all financial reporting. Demonstrated ability to operate effectively in a primarily remote environment while maintaining strong relationships with on-site restaurant and support teams. Excellent communication and interpersonal skills, with the ability to collaborate across departments and interact confidently with owners, executives, external accountants, brokers, and lenders. Hands-on, proactive, and process-improvement mindset, comfortable working in a growing, multi-unit family-owned restaurant business. Ability to manage competing deadlines across multiple locations and entities while maintaining accuracy during high-volume close periods. Working understanding of restaurant unit economics, including prime cost analysis, four-wall profitability, and labor productivity metrics. Work Environment and Travel This role is part-time, non-exempt. Weekly hour expectation will be 20-25. This role is eligible to be fully remote; however, candidates residing in Buffalo, NY or Phoenix, AZ are preferredRate: 85,000.00 - 95,000.00 DOE Periodic travel to restaurants and the support office may be required to maintain relationships, understand operations firsthand, assist with openings of new locations, and support implementation and monitoring of financial systems and controls. Job Advertisement: Key Responsibilities1. Financial Reporting and AnalysisOversee the month-end and year-end close process, ensuring accurate and timely financial statements for all entities and locations. Prepare and analyze consolidated and store-level P&Ls, balance sheets, and cash flow information, highlighting trends, variances, and opportunities for improvement. Develop and maintain dashboards and regular KPIs that are meaningful to executive and operations management (e.g., sales by daypart, labor and food cost metrics, prime cost, check average, guest count, waste and void trends). Provide ad hoc financial and operational analysis to support pricing decisions, promotions, new product introductions, and capital investments. 2. Budgeting, Forecasting, and Performance Management Lead the annual budgeting process, including store-level and consolidated budgets for sales, labor, food and paper, controllables, and capital expenditures. Develop rolling forecasts and cash flow projections to support growth plans and capital allocation. Partner with operations leadership to set targets, track performance versus budget, and drive accountability for results at each restaurant. 3. Restaurant ERP, Systems, and Daily Cash/Sales Processing Serve as the primary owner of the restaurant enterprise resource planning (ERP) environment, including general ledger, AP, AR, fixed assets, and operational modules. Add new restaurants and related entities to the ERP, ensuring proper configuration of chart of accounts, store/location structure, tax settings, and integrations with POS and banking platforms. Design, implement, and continuously improve systems and controls around daily sales reporting, deposits, and cash management, including reconciliation of POS sales to bank deposits and ERP. Work to streamline and automate the flow of information between POS, Restaurant365 (or other ERP), payroll providers, and banking systems to reduce manual work and error risk. Manage reconciliation of third-party delivery platform revenue (e.g., DoorDash, Uber Eats, Grubhub), including commission tracking, payment verification, and proper revenue recognition across locations. Oversee accounting for gift card programs, including liability tracking, breakage recognition, and escheatment compliance across applicable jurisdictions. 4. Cash Management, Treasury, and Working Capital Oversee daily cash positioning, cash flow forecasting, and banking relationships. Monitor and manage AR, AP, and inventory levels to optimize working capital while supporting operational needs. Ensure appropriate controls over cash handling at each restaurant, including safe counts, over/short procedures, and deposit verification. 5. Internal Controls, Compliance, and Tax Maintain and improve internal control systems across the restaurant network, including segregation of duties, approval hierarchies, and documented procedures. Coordinate the preparation of sales tax, payroll tax, and other regulatory filings, working with external accountants as appropriate. Ensure compliance with applicable federal, state, and local regulations affecting the restaurant business. Monitor and ensure compliance with multi-state sales tax obligations, including varying food and beverage tax rates and exemptions. 6. Insurance, Risk Management, and External Relationships Maintain proper insurance coverage on all company assets, including property, general liability, auto, workers compensation, and other appropriate policies. Work with insurance brokers to evaluate coverage levels, manage renewals, and coordinate claims. Serve as the primary point of contact for external accountants, providing schedules, analyses, and support for year-end reviewed/audited financial statements and tax filings. Support and manage relationships with bankers and other lenders, including covenant compliance, information requests, and periodic review meetings. Serve as primary point of contact for landlords and ensure timely payments of rent, and follow through of any landlord requests. 7. Inventory, Cost Control, and Profitability Oversee inventory and costing processes, including periodic counts, cost updates, and margin analysis by item and location. Partner with operations to monitor and improve food, paper, labor, and controllable expenses, using store-level metrics and KPIs to identify issues. Support menu engineering and supplier negotiations with accurate cost and margin data. Track and analyze third-party delivery commissions, packaging costs, and net profitability by delivery channel to inform partnership decisions. Monitor waste, spoilage, and shrinkage trends by location, implementing controls and reporting to reduce loss. 8. Leadership and Collaboration Lead and develop a small, high-performing accounting and finance team, including internal and external resources as appropriate. Collaborate closely with operations, HR, and executive leadership to align finance processes with restaurant needs. Champion a culture of accountability, continuous improvement, and service to internal stakeholders. 9. Lease Administration and Occupancy Costs Manage lease accounting and ensure compliance with ASC 842 for all restaurant and office locations, including right-of-use asset and lease liability calculations. Track and analyze occupancy costs (rent, CAM, property taxes, utilities) by location to support site-level profitability analysis and lease renewal decisions. Provide financial modeling and analysis for new location openings, including build-out cost tracking, pre-opening expense budgets, and break-even projections.QualificationsEducation and Credentials Bachelors degree in accounting, finance, or a related field required. CPA designation is preferred but not required. $85,000.00 - $95,000.00 Hourly

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Perform the role of Relationship Manager for Government customers across the assigned territory. Responsible for achieving individual growth and profit objectives and managing a customer base. Duties include, but are not limited to, achieving both growth objectives and calling goals for Government banking clients, developing and serving the Western New York market, managing and growing a customer base. Create opportunities to sell a full suite of treasury management products and services including, but not limited to, web-based information reporting systems, ACH origination, account reconciliation services, cash concentration and sweep services, Lock Box services, Remote Deposit Capture, Tax Collection services and fraud preventative tools. Essential Responsibilities: • Market specialized financial services to state, county and local Government bodies, school districts, towns, utilities and other special districts and other public and quasi-public entities. Provide Government sales leadership and mentorship, assistance and advice to branches across the Bank’s footprint in order to promote a Government sales environment within the branches. Actively manage portfolio of Government relationships. Aim toward business retention and cross-selling of existing customers. Aim toward optimizing overall profitability of the portfolio., • Market specialized treasury management services to government customers. Provide treasury management sales leadership, assistance and advice to area branches in order to promote a treasury management sales environment within the area branches, in conjunction with Treasury Management Officers., • Achieve growth, profit and market share objectives. Lead sales process by attending sales calls, identifying appropriate conferences, structuring proposals and sales training. Proactively call on existing and prospective customers to generate fee income, product depth, and loan (where appropriate) and deposit growth. Be active in the community to develop market presence. Key measurements will be growth in group’s deposit portfolio, deposits booked, and fee income., • Credit Policy should be understood and exceptions to policy should be noted and mitigated., • Work constructively with other members of the Government Banking team to provide exceptional customer service. A key measure will be customer retention and satisfaction., • Provide mentorship to the Government Administrator(s) and Government Associate(s)., • Lead the team by providing direction in proposed pricing, request for proposal origination, customer inquiries and marketing strategies., • Understand the Bank’s business model, strategy and plans. Develop broader knowledge base of Government Banking, Treasury Management and other Community Bank products and services, including financing strategies, documentation, structuring and regulatory requirements., • Develops and fosters ongoing partnerships with various lines of business and ensures that sales and marketing goals are achieved. As an integral member of the Government Banking Division this position is also responsible to provide assistance wherever necessary to help the Division and the Bank in achieving its goals and objectives Qualifications Education, Training and Requirements: • B.S. or B.A. degree or equivalent in experience., • 3-5 years Government and or Treasury Management banking experience required, including 2 years business development and/or sales experience.

Job DescriptionSalary: $90,000 - $120,000 Who We Are Richmond Vona, LLC is a personal injury law firm located in Buffalo, NY, thats changing the game for both client and employee experience. Were setting a new standard in how personal injury law is practiced and delivered. Our mission is to provide a superior level of service to our clients through personal connection and continuous communication, while also creating a high-potential, rewarding workplace for our exceptional team. Weve been recognized as one of Inc. 5000s Best Workplaces in America and named one of the Fastest-Growing Private Companies, ranking as the 4th fastest-growing law firm in the country. Locally, weve also been honored as a Buffalo Business First Best Places to Work. These recognitions reflect our commitment to building something different for both our clients and our people. We believe great results come from great people, strong systems, and a culture rooted in accountability, professionalism, and teamwork. Our core values, Winning, Always Ready, Precision, High-Level Communication, Professionalism, Service, and Accountability, guide how we operate every day. This is a rare opportunity to join a high-performing organization during an exciting growth phase and help build the financial infrastructure that supports long-term success. The Opportunity Richmond Vona is seeking an experienced Controller to lead and elevate the firms accounting and financial operations. This role is ideal for a hands-on accounting leader who thrives in a fast-paced environment, enjoys building systems, solving problems, and thinking beyond the numbers. The Controller will oversee all core accounting functions while serving as a strategic business partner to ownership and leadership. This person must be both detail-oriented and forward-thinking someone who understands how day-to-day accounting impacts the bigger picture of profitability, growth, and operational excellence. Reporting directly to executive leadership and working closely with our external CPA partners and Fractional CFO, the Controller will play a critical role in helping the firm scale intelligently and efficiently. What Success Looks Like The right person for this role is: • A self-starter who takes ownership and moves things forward without waiting to be asked, • Comfortable operating in a high-growth, fast-moving environment, • Curious, coachable, and eager to continuously learn, • Able to balance tactical execution with strategic thinking, • A strong communicator who can translate financial data into business insight, • A leader who builds trust, accountability, and high standards, • Someone who values process improvement, efficiency, and excellence, • Energized by helping build something special, • Comfortable owning problems, identifying root causes, and implementing lasting solutions Key Responsibilities Financial Leadership & Accounting Operations • Lead all day-to-day accounting functions, including accounts payable, accounts receivable, payroll, billing, general ledger, reconciliations, and month-end close, • Ensure timely, accurate, and complete financial reporting on a monthly, quarterly, and annual basis, • Maintain accounting records and financial systems with a high level of accuracy and organization, • Manage cash flow, banking relationships, and liquidity planning, • Oversee trust/client funds handling and ensure proper controls and compliance, • Oversee settlement disbursements, referral fee payments, and related financial controls, • Maintain and strengthen internal controls to reduce risk, improve accuracy, and support accountability, • Support compliance with law firm accounting requirements, including trust accounting and client fund management, as applicable Strategic Finance & Decision Support • Prepare budgets, forecasts, and financial models to support business planning, • Analyze trends, KPIs, margins, and profitability by department or practice area, • Provide leadership with clear financial insights to support decision-making, • Identify risks, opportunities, and cost-saving initiatives, • Help leadership understand the financial impact of growth initiatives and investments, • Develop reporting and dashboards that improve visibility into financial performance and key business drivers Process Improvement & Scalability • Build and improve systems, workflows, and internal controls, • Create more efficient processes that support future growth, • Evaluate technology and automation opportunities across accounting functions, • Develop documentation and SOPs to ensure consistency and accountability Leadership & Collaboration • Partner closely with Operations, HR, Marketing, Ownership, and outside advisors, • Manage and mentor accounting or administrative team members as the department grows, • Foster a culture of accountability, professionalism, responsiveness, and continuous improvement, • Communicate clearly and proactively across departments, • Work closely with the firms external CPA partners and Fractional CFO to support accurate reporting, planning, and financial decision-making Qualifications Required • Bachelors degree in accounting, Finance, or related field, • 7+ years of progressive accounting experience, • Prior experience in a Controller, Accounting Manager, Senior Accountant, or similar leadership role, • Strong understanding of GAAP, financial reporting, reconciliations, and internal controls, • Experience managing full-cycle accounting operations, • Advanced proficiency in accounting systems such as QuickBooks Online or similar platforms, • Strong Excel and financial analysis skills, • Exceptional organizational skills and attention to detail Strongly Preferred • CPA or CPA-track, • Experience in professional services industries (law firm, consulting, accounting firm, medical practice, agency, etc.), • Experience in a growing entrepreneurial company, • Experience managing or mentoring staff, • Experience with budgeting tools Why Join Richmond Vona? Compensation $90,000 $120,000 based on experience, qualifications, and leadership background. Performance-based bonus opportunities available. Benefits • Medical and dental coverage, • 401(k) with firm contribution, • Paid time off, • Hybrid flexibility after the onboarding period, • Free onsite parking, • Summer hours, • Team recognition programs, • Ongoing professional development opportunities Career Growth We are growing quickly, and this role offers the opportunity to make a meaningful impact while growing with the organization. For the right leader, this can evolve into a broader finance leadership role over time. Our Core Values in Action We are looking for someone who naturally aligns with our values: • Winning Pursues excellence and results, • Always Ready Prepared, proactive, and dependable, • Precision High standards and attention to detail, • High-Level Communication Clear, respectful, responsive communication, • Professionalism Mature, trustworthy, polished presence, • Service Supports teammates and clients with urgency and care, • Accountability Owns outcomes and follows through Ready to Apply? If you are an accounting leader who wants more than a traditional back-office role and youre excited to help build a high-performing, people-first organization, wed love to hear from you.

Job Description Job Title: Junior Account Manager Job Category: Non-Exempt Department: Valuations Company URL: About the Role The Junior Account Manager is responsible for contributing to and executing the management and strategic direction of our client driven business, ensuring customer needs are met or exceeded through excellent service, proactive communication, operational delivery, and leadership. Junior Account Managers are responsible for monitoring and proactively managing day-to-day client needs. Expectations further include maintenance of client service levels, on-boarding of new customers, and excellent issue resolution. Junior Account Managers communicate directly with external partners and clients while also driving opportunities to grow client business with management support. Our Valuations team members are focused on seamless communication between clients, independent field agents, and the Solidifi team. By joining this collaborative group of individuals from diverse professional backgrounds, you will be encouraged to broaden your skillset and explore new ways to foster more seamless communication between our clients and nationwide network of field agents. Responsibilities • Interaction with company clients (banks and mortgage companies) and external business partners, • Support excellent operational performance through pipeline management, approvals, and reporting., • Ensure consistent and thorough communication and messaging is delivered., • Proactively monitor valuation orders through our transaction management platforms to ensure performance targets are achieved., • Handle 1st level escalations and ensure issue escalation and/or resolution in a timely manner., • Support and serve as backup for Account Managers, • Monitor, analyze and report on client usage, performance and make recommendations to achieve business targets., • Coordinate with Account Managers and Director of Operations to identify areas of opportunity., • Support the development and growth of client relationships through strategic plan execution, supported by management., • Bachelor’s or associate’ degree and/or a minimum of 1-2 years progressive business experience, • Experience/knowledge of the mortgage banking, real estate, or appraisal management industry a plus., • Incredible attention to detail and sound decision-making skills., • Customer service, leadership, sales, and communication abilities, • Excellent written and oral communication skills, • Competency in basic computer skills and applications; proficiency in MS Excel preferred., • Ability to work independently as well as in a fast-paced team environment., • Ability to multi-task, • Self-starter with enthusiasm and a drive for excellence About Solidifi Solidifi is a leading network management services provider for the residential lending industry. Our platform combines proprietary technology and network management capabilities with tens of thousands of independent qualified field professionals to create an efficient marketplace for the provision of mortgage lending services. We are a leading independent provider of residential real estate appraisals and title, and settlement services. Our clients include top 100 mortgage lenders in the U.S. and some of the largest banks and insurance companies in North America. Solidifi is a wholly owned subsidiary of Real Matters (TSX: REAL). Visit for more information and stay connected with our latest news on LinkedIn. Benefits We provide a comprehensive benefits package that includes health, dental, and vision insurance, life insurance (basic and voluntary), short- and long-term disability coverage, FSA plan, 401(k) with company match, Wellness webinars, employee assistance programs, paid time off, volunteer time off, and paid holidays. Equal Opportunity Employer Solidifi is an Equal Opportunity Employer; applicants are considered for all roles without regard to race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need. Please advise us at any point during the recruitment and selection process if you require accommodation. Solidifi is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

Job DescriptionSalary: $27.40-$29.81/hr Come join a growing financial technology company thats leading the marketplace in both the marketing and servicing of credit cards! Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Data Analyst to support our Risk team. The Operations Analyst is responsible for supporting various business units by providing data analysis and evaluating business processes to help determine the organizations performance. Essential Functions: • Analyze performance and production data to assist in determining the organizations present and estimate its future operations performance., • Perform various data analytics in SQL, Excel, and/or Power BI, • Compile and analyze productivity and performance data for all CFC departments and Vendors., • Assist in the creation and on-going maintenance of all departmental reporting policies and procedures., • Exercise discretion and independent judgement in analyst responsibilities., • Analyze, document and make recommendations to existing or new business processes., • Participate in short and long-term projects and new initiatives., • Participate in process redesign, testing, and measurement projects., • Build and manage financial/analytical reporting models., • Perform monthly self-audits of Vendors., • Identify and report to management production trends accordingly., • Perform other duties as assigned. The ideal candidate will have the following: • Bachelors degree in Accounting/Finance/Economics/MIS or related field., • 0-2 years as an Operations Analyst or Data Analyst experience., • Proficiency with Excel and SQL preferred., • PC-related skills (SAS, SQL, Excel, Access, Word, Power BI, or other software applications) are preferred., • Strong quantitative skills., • Prior credit card or financial services experience a plus. Why Continental Finance? Continental Finance Company (the CFC) is one of Americas leading marketers and servicers of credit cards for consumers with less-than-perfect credit. Since our founding in 2005, we have prided ourselves on corporate responsibility to customers in terms of a strong customer support program and fair treatment. With our success, we have also grown into an innovative financial tech company! With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them. With more than 2.6 million credit cards managed and serviced since our founding, we pride ourselves on putting the customer first.We are not a chartered banking financial institution, nor are we a debt originator or a credit card issuer. CFC is an equal opportunity employer that is committed to inclusion and diversity. Our company provides equal employment opportunity (EEO) regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status. CFC is seeking bright, energetic individuals that will help us grow and develop together! We uphold a promise to treat our employees with the same care and concern as we do our customers. We offer all employees competitive compensation and benefits in an exciting, fast-paced business casual environment. Join our growing team and apply online today! CFC offers a hybrid work schedule which includes three (3) core days in the office (Tuesday, Wednesday, and Thursday) and two (2) remote workdays (Monday and Friday) #LI-HYBRID

Job Description CHIEF FINANCIAL OFFICER The CFO role will be a hands-on role reporting directly to the President of the company. They will be responsible for managing the financial operations of the organization, ensuring the organization’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and compliance requirements. ESSENTIAL JOB RESPONSIBILITIES: Financial Management: · Develop and implement financial strategies that support the organization’s mission and goals · Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis · Monitor cash flow, working capital, credit lines, and liquidity needs; optimize cash management across multiple entities. · Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, and other financial systems · Direct the preparation and analysis of job-cost reports, work-in-progress (WIP) schedules, and project margin performance. · Evaluate project budgets, change orders, cost-to-complete estimates, and profitability trends. · Partner with operations leadership to ensure financial transparency into project performance and risk. · Prepare and present financial reports to the President and/or Owner, providing analysis and recommendations as needed · Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements · Manage relationships with external partners, including banks, auditors, and other financial service providers Budgeting and Forecasting: · Develop and oversee budgeting processes, developing realistic and achievable budgets · Monitor actual performance against budget and provide regular updates and analysis to the President · Develop and maintain financial forecasting models that support long-term financial planning and decision-making Banking, Bonding & Capital Structure · Maintain and strengthen relationships with banks, bonding companies, and financial institutions. · Oversee debt financing, equipment financing, capital leases, and ongoing covenant compliance. · Manage capital structure across entities and support evaluation of new investments, joint ventures, and acquisitions. Strategic Planning and Leadership: · Work closely with the President and senior leaders to develop and implement strategic plans and goals that support the organization’s mission and vision · Provide leadership and mentorship to the accounting team, fostering a culture of continuous improvement and professional development · Collaborate with other senior leaders to develop and implement strategies that support the organization’s mission and goals · Work closely with the President and senior leaders to evaluate project pipelines, bidding strategies, and operational performance. · Participate in strategic planning initiatives, including geographic expansion, new business lines, and major capital projects. Policies and Procedures: · Create, develop and collaborate with the President to develop and implement financial policies and procedures that align with the organization’s strategic goals · Maintain strong internal controls, accounting policies, and financial reporting standards (GAAP, job-cost accounting, WIP schedules). · Collaborate with other department managers to get guidance and support in developing policies and procedures Tax Filing and Compliance: · Manage insurance programs, bonding capacity, surety relationships, and compliance reporting. · Oversee all tax filings and compliance requirements, ensuring that the organization is following all relevant laws and regulations including multi-entity and multi-state filings. · Manage relationships with external auditors and other financial service providers to oversee internal audits, external audits, and coordination with third-party advisors (CPA firms, attorneys, insurance brokers). Qualifications: · Bachelor’s degree in accounting, finance, or related field; MBA strongly preferred · At least 7 years of progressively responsible experience in financial management · Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance · Strong leadership skills · Excellent analytical, problem-solving, and decision-making skills · Strong communication and interpersonal skills, with the ability to communicate financial information · Passion for the work of the organization · Passionate interest in mentoring others and working as a team Pay: $140,000.00-150,000 per year Job Type: Full-time Schedule: Monday to Friday Work Setting: In-person Reports To: President Direct Reports: Controller Benefits: · Dental insurance · Vision insurance · Health insurance · Life insurance · Accident · Specified Disease · AFLAC · Paid Time Off · 401K Disclaimer: Although the Company has attempted to accurately and thoroughly describe this position, the Company reserves the right to change the same, including changing, adding or subtracting from the duty’s outlines, within the sole discretion of the Company, at any time, with or without advance notice. Company DescriptionZoladz Construction Co., Inc. is a large civil works, demolition and trucking contractor based out of the Western New York area with a satellite facility in Charlotte, North Carolina. Zoladz Construction will perform work anywhere along the eastern sea coast. We have completed projects in New York, Pennsylvania, Kentucky, North Carolina, Louisiana, Ohio, Maryland, Mississippi, Florida, and Texas. Zoladz Construction employs approximately 325 well trained personnel. Utilizing a fleet of late model heavy equipment and trucks in excess of 300 units. We are utilizing Trimble GPS Survey and Grade Control hardware, Insite takeoff software and Heavy Bid estimating programs.Zoladz Construction Co., Inc. is a large civil works, demolition and trucking contractor based out of the Western New York area with a satellite facility in Charlotte, North Carolina. Zoladz Construction will perform work anywhere along the eastern sea coast. We have completed projects in New York, Pennsylvania, Kentucky, North Carolina, Louisiana, Ohio, Maryland, Mississippi, Florida, and Texas.\r\n\r\nZoladz Construction employs approximately 325 well trained personnel. Utilizing a fleet of late model heavy equipment and trucks in excess of 300 units. We are utilizing Trimble GPS Survey and Grade Control hardware, Insite takeoff software and Heavy Bid estimating programs.

Job Description Overview CTG is seeking to fill a Banking Services Operations Associate IV opening for our client in Amherst, NY. Location: Amherst, NY Duration: 7 months, potential to be extended Overview: The Banking Services Operations Associate IV will perform skilled clerical duties that require moderate to complex analysis and sound judgment within the assigned banking services department. This role involves supporting daily departmental workflows, resolving customer issues, and contributing to process improvement initiatives. Primary Responsibilities: • Monitor daily departmental workflow and provide staff support by signing and verifying official check requests and general ledger entries., • Research and resolve complex customer issues efficiently., • Participate in project and process improvement initiatives to enhance operational efficiency., • Interact with vendors to address and resolve problems., • Guide or assist team members in interpreting legal and bank documents for internal processing., • Manage responsibilities across multiple systems, business, and product lines., • Participate in corporate compliance and legal matters on a limited basis concerning customer issues., • Collaborate with internal partners and management on procedural matters. Supervisory/Managerial Responsibilities: This position does not have direct supervisory responsibilities but may provide guidance to junior staff and assist in training as needed. Education and Experience Required: • High School Diploma or GED., • Associate's Degree in a related field. CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role. To Apply: To be considered, please apply directly to this requisition using the link provided. For additional information, please contact Krista Eckard at . Kindly forward this to any other interested parties. Thank you!

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners in your local community and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Greater Buffalo, NY, • Must be fluent in English, • You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus, • Experience working with or selling to healthcare organizations a plus, • Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners, • Ability to energize, advise & persuade senior corporate personnel, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment Additional Information The total target base compensation for this role will be between $65,000 and $80,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionDescription: Supports the Community/Commercial Office Manager in overseeing daily operations, customer service, and team coordination. Community Office Assistant Managers follow our bank philosophy of positive energy, positive outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES • Assist in supervising front line employees and daily banking operations, • Support customer inquiries and resolve basic service issues., • Monitor transaction accuracy, compliance, and branch cash control., • Contribute to branch sales goals and track performance metrics., • Help train, coach and develop front line employees., • Develop and maintain professional COI relationships and work closely with internal business partners. 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- Treat colleagues, clients and community members with dignity and f fairness. Maintain courteous interactions even during challenging situations., • Client Focus-Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support., • Inclusion-Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard. 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- Guide, motivate, and develop team members while driving the branch’s strategic goals. Lead by example, set clear goals, provide on the spot coaching, empower staff and maintain the vision that aligns with the bank’s mission., • Integrity-Uphold ethical standards and honesty in all actions and decisions., • Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems., • Volunteerism- Engage in community outreach and corporate social initiatives. 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-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies., • Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience., • Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence. SUPERVISORY RESPONSIBILITIES (if applicable) Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams. POSITION LEVEL EXPECTATIONS: • Community Office Assistant Manager I- Provide exceptional client and employee experience. Uncover and originate consumer and home equity loans. Demonstrate operational proficiency within the branch., • Community Office Assistant Manager II- Develop and maintain a strong loan pipeline and portfolio. Works diligently to provide an outstanding employee and customer experience. Demonstrates a strong level of proficiency with overall operations with minimal directions. Possesses a proven history or leadership, banking knowledge, and experience in a supervisory role. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. 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. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted. • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively., • 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, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties., • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure., • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation. 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 BankOnBuffalo 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.

A leading financial institution is seeking a Credit Analyst to assess and monitor credit risks for complex business banking relationships.The ideal candidate will have a minimum of 4 years of lending experience and be proficient in analyzing financial statements and tax returns.Responsibilities incl

Be the first to test and experience products before they hit the market. No previous experience is necessary, and we welcome applicants from all backgrounds. Test products and services, sharing your thoughts and experiences.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities Summary The Client Service Manager (CSM) serves as the primary operational and relationship support contact for clients and advisors. This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. The ideal candidate is detail-oriented, proactive, and highly client-focused, with experience in wealth management or financial services. Key Responsibilities Client Relationship Support • Serve as day-to-day contact for client service requests, • Facilitate account openings, transfers (ACATs), and asset movements, • Coordinate meeting preparation and follow-up, • Maintain accurate client records in CRM, • Prepare and process new account paperwork, • Monitor account documentation for compliance completeness, • Coordinate with custodians (e.g., Schwab, Fidelity, Pershing), • Track money movements and ensure timely execution, • Prepare performance reports and portfolio summaries, • Assist with proposal generation and financial planning coordination, • Support trading operations as needed, • Ensure adherence to SEC/State RIA regulations, • Maintain documentation standards, • Support audit and compliance reviews, • Identify workflow efficiencies, • Maintain standardized service procedures, • Participate in system upgrades and CRM optimization Qualifications Required • 3–7 years experience in RIA, wealth management, or brokerage firm, • Strong knowledge of custodial platforms and account paperwork, • Familiarity with CRM systems (Redtail, Salesforce, Wealthbox), • Excellent organizational and communication skills, • Series 65 or willingness to obtain, • Bachelor’s degree in Finance, Business, or related field, • Experience supporting high-net-worth or retirement-income clients, • Client-first mindset, • Operational precision, • Confidentiality & discretion, • Strong follow-through, • Team collaboration

Job DescriptionSalary: $64,405 - $68,619 About the organization Citizen Action is a statewide grassroots movement organization that fights for political, social, racial, economic and environmental justice. We work at the grassroots to give people a sense of their own power. We collaborate with organizations and coalitions in communities throughout New York to address critical issues at the local, state and federal levels. About the position Citizen Action is looking to add a Community Campaigns Organizer for Western New York to our team. The Community Campaigns Organizer will work directly with community members to basebuild and expand organizational membership through the lens of organizational issue based campaigns. This position will report to the Co-Director of Campaigns Organizing. Skills/Qualifications: • A minimum of 3 years of organizing experience, with at least 2 of the 3 years experience in a paid, professional role, preference for candidates with experience working on issue campaigns and/or electoral campaigns, • A minimum of 1 year of experience planning and utilizing basebuilding tactics such as phone banking, door canvassing, tabling, facilitation of workshops and meetings, and other such skill areas, • A minimum of 1 year of experience planning and utilizing issue campaign tactics such event planning, lobby meetings, and other such skill areas, • Willingness to learn and effectively use the organizations training methodology - demonstrating the skill, doing shoulder-to-shoulder work with member leaders, tracking/analyzing results, and providing effective feedback., • Commitment to track the progress of basebuilding and outreach work through the use of organizational data systems in order to assess success, • Familiar with Google Drive and Zoom. Preferred experience with VAN, Scale to Win, Mobilize, and Action Network, and a willingness to learn outreach tools., • Displays cultural competency and has a proven ability to connect and relate to people from a wide variety of diverse backgrounds., • Ability to be flexible with work planning and priority setting in order to meet the needs of the organization and the local community, • Ability to work evenings and weekends, • Ability to travel for work commitments What youll do and the impact you'll make • Base Building/Outreach/Recruitment Recruit organizational members. Use campaign issues and electoral campaigns to grow our organization through outreach strategies that grow the dedicated base of volunteers. Develops and employs strategic campaigns at the local level that connect to the statewide priorities of the organization. Create and implement an outreach and recruitment plan to grow our membership base for chapter meetings, committee meetings, mobilization efforts, and campaign tactics. Use organizing tactics such as 1:1s, phone banking, text banking, tabling, and door canvassing in order to grow chapter members. Lead outreach events with members. Focus will be on outreach to directly impacted individuals who can share the stories that amplify the need for change in our issue campaigns., • Leadership Development: Train volunteers and members in strategic education and leadership skills such as strategy development, event planning, media interaction, storytelling, and other areas that build capacity for basebuilding and absorption of new membership in regions. Ensure that leaders in the community have a role and develop their skills in organizing for social change., • Administrative - Manage data requirements, such as entering 1:1s, volunteer activities, turnout, volunteer profiles, and other information into organizational systems.. Work with the Canvass and Mobilization Director to create recruitment phone banks, canvass lists, outreach and recruitment scripts, and other such needs, • Legislative Work to create outreach strategies based on legislative campaigns that demonstrate an understanding of the political profiles of elected officials in regions., • Campaigns - As appropriate, work with staff and members to identify, plan, and execute local campaigns that connect to and benefit the statewide and Federal issue campaign work., • Electoral: Recruit members and leaders to be a part of organizational leadership structures and help identify members to run for political office., • Communications Create content and collect stories for weekly emails, social media, and other communications opportunities, and work with Communications staff to implement campaigns strategies such as letters to the editor, op-eds, and other communications tactics, • Other duties assigned by your supervisor. Preferred: • Able to speak Spanish fluently. Supervisory Responsibility: • This is not a supervisory role. Location This position is a hybrid of remote and in-person. This position reports to the Buffalo office. In-person participation in meetings and events will be required at different locations. Periodic travel across New York State is required. Travel may be required outside of New York State. Travel may include multiple day trips and over weekends. Our Benefits • Working collaboratively in an organization at the forefront of building power across NYS, • Competitive salary, • 100% paid employee monthly medical and vision premiums, • Access to mental health and dental plans, • 401(k) retirement plan, • Monthly cell phone stipend, • Generous paid holidays, vacation time, and paid sick leave, • Organization shutdown weeks in July and December, and Summer Fridays Please note, all benefits are subject to change. Salary: $64,405 - $68,619 Union Affiliation Citizen Action is proud to be a unionized workplace in partnership with Worker Action. This position is a bargaining unit position. Equal Opportunity Employer Citizen Action of NY and The Public Policy and Education Fund are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, protected veteran status, or any other basis protected by applicable law, and will not be discriminated against on the basis of disability. We are looking for the most passionate people who want to join our team. People of color are strongly encouraged to apply. Applicants may be entitled to reasonable accommodations under the terms of the ADA and state/local laws. Please let us know if you need assistance participating in the interview process.

The ideal candidate will possess strong leadership skills, a thorough understanding of banking operations, and experience in compliance and risk management. A prominent financial institution is seeking a Senior Manager in Compliance Risk Management. This role involves leading a team to evaluate and

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Talent Development Summer Intern will support learning and development initiatives within the Talent Development team. This is an entry level, skills focused internship designed to provide hands on exposure to learning operations, talent technologies, reporting, and internal communications in a corporate environment. The role is task based and highly supported, with clear direction and opportunities to learn how learning and development programs are designed, delivered, and measured. What You’ll Learn, This internship provides exposure to and development of foundational skills in: • Talent Development and Learning & Development operations, • Learning and talent technologies (LXP/LMS ecosystem), • HR operations and required training tracking, • Business and learning data, usage, and completion reporting, • Business analysis and requirements gathering, • Professional communication and presentation skills, • Use of digital tools and AI to support research, analysis, and content development By the end of the internship, the individual will have a stronger understanding of—and interest in—careers in Human Resources, Talent Development, Learning & Development, or corporate education. Key Responsibilities With guidance and support, the intern will: • Assist with day to day learning and development activities, • Support system administration tasks within learning platforms, • Conduct content research and assist with content curation, • Help gather and document requirements for targeted learning initiatives, • Assist with learning usage, completion, and management reporting, • Support testing of new learning experiences and system integrations, • Assist with internal communications that promote development initiatives, • Collaborate with Talent Development team members on ongoing projects, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications This is an entry level role. Prior experience is not required. Preferred skills and interests include: • Comfort using Microsoft Office, particularly Excel and PowerPoint, • Familiarity with cloud based applications and navigating new systems, • Interest in learning platforms, digital learning tools, or social platforms, • Comfort using AI tools to support research and writing, • Strong attention to detail and ability to follow defined processes Why Join Our Talent Development Team? This internship offers hands on experience supporting enterprise learning and development initiatives, exposure to modern talent technologies, and the opportunity to build transferable skills while working alongside experienced Talent Development professionals.

Job DescriptionDescription: Responsible for managing an assigned commercial loan portfolio and performing duties to meet the commercial services needs of business customers; complying with operating policies and procedures established for the commercial banking function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES Performs a variety of duties in managing an assigned commercial loan portfolio and performs a variety of duties to meet the commercial services needs of business customers as illustrated by the following: • Manages the assigned commercial loan portfolio through administration duties; Verifies and reviews financial statements, tax returns, and other related financial information. Prepares financial statement spreadsheets to facilitate the analysis of the corporate financial statements and tax returns and personal financial statements and tax returns. Reviews related to financial information e.g. credit reports, leases, appraisals and property reports for loan renewals, loan extensions and annual credit reviews. Evaluates business industry and manages issues, analyzes trends and assesses overall credit risk. Identifies the relationship’s strengths and weaknesses., • Coordinates with Relationship Managers the accumulation of all required information to facilitate covenant compliance monitoring and annual reviews., • Prepares Annual Reviews - analyzes financial statements, evaluates historical operating performance and financial condition collateral and industry analysis, reviews covenant compliance and tracking requirements and identifies operational and credit risks for assigned portfolio customers., • Prepares Commercial Loan Approvals and Modifications, including financial, collateral and industry analysis, as appropriate, for related portfolio customers or new customers, as needed., • Monitors and coordinates necessary funding documentation/requirements for construction loans., • Administers lines of credit; ensures lines of credit are compliant with terms and conditions., • Works with Relationship Managers to resolve line of credit renewals and loan maturities., • Participates in customer calls with Relationship Managers and Credit Officers., • Recommend risk rating changes as appropriate., • Maintains ongoing business relationships with assigned portfolio customers to provide a secondary Commercial Banking contact and take advantage of additional cross-selling opportunities., • Validates Borrowing Base Certificates., • Monitors and maintains management reports for pending maturities of loans, covenant(s) compliance/defaults, loan delinquencies and financial statement reporting compliance/defaults for assigned portfolio., • Monitors and ensures the timely completion of annual reviews, modifications and renewals for assigned portfolio., • Prepares files for auditors, examiners, and regulators review., • Assists customers in obtaining specialized services from other Bank departments as necessary; provides help to customers with specific inquiries or service problems., • Maintains a working knowledge of Bank operating policies and procedures which impact commercial services., • Manage loan documentation process for new customers and assigned portfolio customers. Review loan documentation, both internally prepared and attorney prepared to ensure accuracy of the approved term and conditions, as needed. Resolve problems related to content of documentation., • Performs tasks which are supportive in nature to the essential functions of the position, but which may be altered or re-designed depending upon individual circumstances., • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements ATTITUDES Build 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: Speak to others with kindness, empathy, and fairness, • Client Focus: Deliver consistent, high-quality service that builds trust and loyalty, • Inclusion: Encourage diverse viewpoints and contributions in decision-making collaboration 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: Demonstrate ability to positively influence others to achieve, • Integrity: Strong business ethics and honest behaviors, • Collaboration: Positively work with others to produce excellent results, • Volunteerism: A recognized and visible presence in serving our 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: Personal responsibility for assigned areas and actions, • Innovation: Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges, • Professionalism: Reflects skill, good judgment, and positive conduct SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. 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 (B.A.) from four-year college or university; five years or more of related commercial experience and/or training required. Successful completion of required background checks is required. • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate with clients directly and effectively., • TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required., • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percentage and to draw and interpret bar graphs., • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation. 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 BankOnBuffalo 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.

The hours are completely flexible and no previous experience is necessary.

The hours are completely flexible and no previous experience is necessary.

The hours are completely flexible and no previous experience is necessary.

The hours are completely flexible and no previous experience is necessary.

The hours are completely flexible and no previous experience is necessary.

The hours are completely flexible and no previous experience is necessary.