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Job Description Salary Range Commensurate w/Experience: $75k -$110k / year (plus, monthly profit share) Benefits: • FLEXIBLE SCHEDULES, • UP TO 17 DAYS OF PTO, • 401K MATCH, • INSURANCE AFTER 60 DAYS, • FREE ACCESS TO MENTAL HEALTH SERVICES Mexican Sugar is a Pan-Latin restaurant offering refined dishes that are as bold in flavor as they are elegant in presentation. Everything is made from scratch and prepared with authentic ingredients and traditional cooking methods. At Mexican Sugar, our General Manager is dedicated to creating a lavish and authentic Latin American atmosphere that delights Managers, Team Members, Guests, and Vendor Partners alike. The Mexican Sugar GM is like a skilled orchestra conductor - they understand that the strength of the performance lies in the talents of each musician. They approach their work with a strategic mindset, constantly coaching and developing their team, and reject the notion that simply pushing through challenges will lead to sustainable success. By hiring and cultivating a team of top performers, they drive both top and bottom-line results. They lead by empowering others and prioritizing the growth of leaders within their team. A passion for innovative Latin- inspired cuisine, exquisite small-batch cocktails, and premium Tequilas is a must. The ideal candidate should have 3-5 years of experience in high-volume sales and premium dining, withfluency in both Spanish and English being a plus. Business Strategist • Create, present, and adjust both yearly and quarterly operating plans to reflect current sales climate and restaurant performance., • Drive top line sales performance by delivering stellar experiences, strategic and community partnerships, and leadership throughout the restaurant., • Control costs by managing controllable expenses and creating systems that allow others to successfully manage them., • Ensure proper labor management through accurate sales forecasting and reviewing, each department schedule weekly., • Maintain a safe, well-manicured restaurant, as pristine and organized behind the scenes as it is for the guests. Experience Curator • Partner with the Chef de Cuisine to deliver a scratch culinary menu both for everyday dining and special events as needed., • Ensure quality ingredients are used and recipes executed flawlessly., • Lead the Bar Manager in curating an industry-leading small-batch craft cocktail and Tequila list, along with a best-in-class bar and spirits program., • Partner with FB Experiences and FB Society leaders to imagine new and creative experiences, driving sales both in and out of the Restaurant., • Craft unique dining experiences through service that is two steps ahead and surrounds guests in rich, sultry, and luxurious comfort. People Champion • Hire, train, and retain the best talent in the industry., • Ensure team members have the knowledge, tools, and resources needed to be successful in their roles., • Execute the Best First Day orientation and onboarding process for all new team members and managers., • Create a smooth, comfortable, and luxurious culture that draws potential new team members in and allows them to be their best at what they do., • Hold the entire team to the highest of standards through fair, consistent coaching, and feedback. Leadership Guru • Develop team to own their Areas of Responsibility (AOR) and set standards of shift performance., • Oversee all AOR distribution and execution, following up, celebrating wins and redirecting results as needed., • Lead all manager meetings with content including current restaurant sales and financial results, wins, and opportunities for improvement., • Hold regular one-on-ones with each manager to review results and progress in relation to their AORs as well as progress towards long term professional goals., • Grow internal talent in with an 'always ready with the next one' mentality for all positions, supply brand growth with home-grown talent. Minimum Qualifications • 3-5+ Years of Restaurant Management Experience in high volume, full-service environment, • Must have a passion for hospitality, • Results driven, trustworthy, and team oriented, • Food Manager Certification, • Bachelor's Degree or Certification in Hospitality or Culinary field is preferred We participate in the E-Verify program. As part of our commitment to maintaining a legal workforce, we verify the employment eligibility of all new hires through E-Verify. EOE

Job Description BENEFITS: * Dental, Vision, and Medical Insurance * 401(k) Plans * Paid Time Off About the Role We are seeking a dynamic and experienced General Manager to lead a high-energy, premium dining establishment known for its exceptional guest experiences and commitment to quality. This role requires a balance of strategic business management, operational excellence, and team leadership. Key Responsibilities Business Strategist * Develop and execute yearly and quarterly operating plans that align with business objectives and market trends. * Drive top-line sales through exceptional guest experiences, community engagement, and strategic partnerships. * Manage costs effectively by overseeing controllable expenses and implementing systems for financial efficiency. * Ensure optimal labor management through accurate forecasting and proactive scheduling. * Maintain a well-organized, safe, and visually appealing restaurant environment, both for guests and behind the scenes. Experience Curator * Collaborate with culinary leadership to deliver a high-quality, farm-to-fork menu for everyday dining and special events. * Ensure consistency and excellence in ingredient sourcing and recipe execution. * Lead the beverage team in curating an outstanding bar program featuring top-tier wine, whiskey, and spirits. * Partner with the leadership team to design unique activations and experiences that drive engagement and sales. * Create a one-of-a-kind atmosphere through exceptional service and hospitality. Leadership & Development * Develop and mentor managers to take ownership of their responsibilities and uphold operational standards. * Oversee management team performance, providing clear expectations, accountability, and support. * Lead strategic team meetings, reviewing sales results, operational challenges, and opportunities for improvement. * Conduct one-on-one coaching sessions with managers, focusing on performance, professional growth, and leadership development. * Foster internal talent growth, ensuring a pipeline of skilled leaders for future brand expansion. People & Culture * Recruit, train, and retain top talent in the hospitality industry. * Provide team members with the tools and resources needed to succeed in their roles. * Implement best-in-class onboarding and orientation experiences. * Cultivate a culture of excellence, teamwork, and inclusivity. * Set high standards for performance and provide fair, constructive coaching and feedback.

Job Description General Manager – Boutique Automotive Detail Shop Compensation: $30 to $35/hr. DOE Schedule: 8am to 5pm, M-F, some Saturdays Location: Houston, Texas 77016 Overview We are seeking a visionary, highly organized General Manager to take full ownership of our boutique hand-wash and detailing operations. This isn't just a supervisory role—you will be the primary driver of the business, responsible for team culture, financial health, and strategic growth. But must also be ready to pitch in, hands on when required. As the General Manager, you will bridge the gap between high-end technical craftsmanship and professional business administration. Core Responsibilities Business Leadership & Growth: Actively identify new revenue streams and implement strategies to scale the brand. Personnel & Talent Management: Handle all hiring, training, and performance reviews. You are responsible for building a culture of pride, precision, and reliability through smart scheduling and mentorship. Financial Oversight: Manage the "four walls" of the business, including labor cost control, supply inventory budgeting, and basic P&L reporting. Operational Command: Ensure the studio runs like a Swiss watch. You will oversee the daily workflow, ensuring that boutique quality is never sacrificed for speed. Client Experience: Serve as the primary point of contact for high-value clients, managing expectations and ensuring a "white-glove" experience from drop-off to delivery. Required Qualifications Business Experience - 4+ years of management experience with a focus on P&L and business operations. Leadership -Proven ability to recruit, retain, and motivate a team of skilled technicians. Business Acumen - Proficient in basic financial management (labor percentages, margins, and supply costs). Growth Mindset - A track record of "intrapreneurship"—bringing ideas to the table that increased revenue or efficiency. Technical Savvy - While you don't need to be the lead detailer, you must understand high-end detailing processes to manage quality. Autonomy: Ability to run the business as if it were your own, backed by the resources of an established company and upper management. The Ideal Candidate The Strategist: You don’t just see a schedule; you see an opportunity to optimize labor and maximize daily revenue. The Problem Solver: You approach challenges (mechanical, personnel, or financial) with a "solutions-first" attitude. The Professional: You are equally comfortable discussing paint correction with a car enthusiast and discussing quarterly goals with ownership. Company DescriptionToday’s job market is ultra-complex. Placing just the right people into just the right jobs doesn’t happen by chance. It’s a science. At PrideStaff, we’ve mastered the art of staffing to help our clients and candidates achieve their goals. Whether you’re a company looking for a true partner, or a job seeker looking to land a new position, PrideStaff experts eliminate guesswork and get results.Today’s job market is ultra-complex. Placing just the right people into just the right jobs doesn’t happen by chance. It’s a science. At PrideStaff, we’ve mastered the art of staffing to help our clients and candidates achieve their goals. Whether you’re a company looking for a true partner, or a job seeker looking to land a new position, PrideStaff experts eliminate guesswork and get results.

Account Director • The Account Director leads a particular piece of business within a constructive and creative operating environment., • Should lead with innovative thinking, embedding an ethos and desire to push boundaries., • As the leader of the Strategy Consulting/Account Management team and as the primary manager of the account. As such, he/she must recognize his/her prime responsibility for ensuring the quality of the agency’s product, particularly the strategic and creative product, and for inspiring the highest standards in other team members. In so doing, he/she will contribute to the successful and profitable stewardship of clients' brands., • Be an active and enthusiastic advocate of the Brand, in theory, and in practice. This means both completing the procedural sides of Brand Stewardship and living and breathing the philosophy of stewarding each Brand worked on. Live the Brand., • Build excellent relationships with clients, extending into social situations and with all members of the agency team for whom he/she is responsible., • The Account Director’s leadership role on his/her business should also contribute to the department in a positive manner: by setting an example of best-practice account management & strategy skills. Key Tasks and Responsibilities: Client • Has a deep understanding of the client’s business and of the key broader factors and trends shaping their markets and categories. Looks for opportunities to engage in broader business dialogue with clients., • Continually champions BrandExtract and the work produced by the agency., • Is a role model for the BrandExtract values and behaviors., • Promotes BrandExtract strategy both internally and externally., • Builds strong and enduring relationships with clients, professionally and socially, particularly at the Marketing Manager or equivalent level., • Is the VP/Snr Brand Strategist /CEO’s first port of call on all questions relating to the business., • Regularly seeks out ways to add value to the client/agency relationship (joint speaking appearances at conferences, effecting introductions to other members of agency management, agency presentations on broader industry issues)., • Able to open clients' minds on links between communication ideas and desired business or brand results. Creative • Is responsible for setting the creative context of the business: knowing what type of creative solution the Brand needs and understanding what the client thinks he/she wants, if these differ., • Is an excellent judge of creative work and is willing and able to argue a case in any client/agency forum that is grounded in strategic reasoning., • Understands how best to present the agency's work in a client forum in an innovative, fresh and inspiring way., • Ensures team briefing sessions are creative and inspirational., • Monitors creative output to ensure communication is on agreed brand strategy., • Able to recognize when an idea has the potential to work across multiple touchpoints and to encourage the creative to go further than the brief. Finance • Has the ability to write Business plans/project fee proposals, and present and sell to clients., • Is responsible for maximizing the accounts billings and revenue and for seeking out additional revenue opportunities., • Contributes to the good financial management of the business, improving profitability wherever possible, • Ensures that timesheets are always up to date and given to Finance timeously Traffic / Production • Is responsible for ensuring appropriate timescales on all major productions., • Is responsible for ensuring the right resource is allocated to the business in this area., • Is responsible for ensuring that the client understands the importance of having enough time for creative development., • Ensures team building and relationship management is present. Planning/Strategy • Forms a strong and enduring relationship with his/her PM on the business., • In tandem with the PM, develops the most insightful brand/marketing strategies and sharpest creative briefs possible., • Challenges the brand strategy within the context of the broader business, financial, cultural, and social environments., • Understands global and local competitor environments to best inform the strategy and the team on opportunities and threats. Media • Oversees the team’s media output and carries out quality control and effective resource management., • Keeps abreast of all developments in areas of media and fosters the use of best practice in media research, planning/buying tools, and methodologies etc., • Keeps the Media Partner apprised of relevant client/account issues. Management • Is ultimately responsible for the smooth running of the account at a macro level operationally, creatively and financially and is answerable on these points to the client and to the VP/Snr Snr Brand Strategist /CEO, • Creates the best possible environment in which to produce the best possible work. Is responsible for ensuring that his/her teams have the right time and resources to deliver this, within the client’s time frame., • Builds the respect and loyal commitment of team members, of the department and of the agency as a whole., • Inspires and energizes individuals and teams to achieve their own and company objectives., • Delegates effectively and appropriately upwards to the VP/Snr Snr Brand Strategist /CEO, as well as downwards, and to other departments., • Involves the VP/Snr Snr Brand Strategist /CEO appropriately on all relevant issues: status of business, brand health, creative projects, timings, etc BrandExtract • Builds knowledge across the BrandExtract divisions through the sharing of knowledge, experience and marketplace insights., • Positively seeks or constructs learning and feedback opportunities for peers, self, team and clients., • Demonstrates continuous personal and organizational improvements., • Creates a culture and environment where everyone has the opportunity to learn., • Ability to seek, identify and follow through on additional revenue streams. Bring these to the Team Lead and Management's attention. Requirements for the Position: Education & Experience • At least 8+ years’ experience working in an Advertising Agency in Client Service, with 2 years being in an Account Executive /Account Director role or similar., • Relevant tertiary qualification in Business Management/Marketing /Communication / Advertising., • Proficient in MS Office (Word / Excel / PowerPoint) and G-Suite, • Thorough knowledge and experience in disciplines relevant to the business., • Strong leadership and managerial skills, • Able to take strategic control of all accounts, • Self-reliant and take total ownership of the portfolio, • Have a strong overall business acumen, • Self-motivated with a high energy level, • Good presentation skills Skills and Attributes/key competencies • Leadership, • Able to manage a team, • Team player, • Active listening skills, • Tactful and diplomatic in conflict resolution, • Uses group input to make decisions when appropriate, • Projects a level of experience and maturity that commands trust and confidence, • Enthusiastic/confident/professional, • Proactive, • Attention to detail, • Excellent time management skills, • Exceptional interpersonal skills, • Excellent presentation skills, • Excellent organizational skills, • Strong overall business acumen, • Passion for client service delivery and hunger to achieve, • Excellent time management skills

Senior Account Manager Client Services | Permanent | Global / Remote-Friendly About the Role We are partnering with an established B2B marketing and advertising agency to find a Senior Account Manager who can take the lead on high-value, geographically diverse client accounts. This role sits at the intersection of strategy and execution. You will own the relationship with senior client stakeholders, shape the direction of integrated marketing campaigns, and make sure the work that goes out the door actually moves the needle for the business. You will also be a steady hand on commercial health, championing growth opportunities and keeping budgets profitable across complex programs. You will work alongside a global Client Services team, a creative and delivery team, and a Head of Client Services who you report into. The work is fast moving, the clients are sophisticated, and the standard is high. If you like account leadership that is part strategist, part operator, and part trusted advisor, this is the seat for you. What You Will Own Day to day, you will: • Serve as the primary client point of contact, working closely with internal and external teams to deliver against client objectives., • Build a deep understanding of each client's business goals and translate that into strategic marketing plans that actually fit their world., • Lead long-term client relationships and manage strategic interactions across senior stakeholders., • Provide strategic guidance, surfacing opportunities for growth and improvement in their marketing efforts., • Conduct market research and competitive analysis to inform campaign strategies and uncover new opportunities., • Oversee quality assurance across all client deliverables and lead compliance initiatives that meet both client and industry standards., • Champion innovative approaches to client challenges and bring fresh thinking to the table., • Monitor and report on campaign performance, with clear insights and recommendations for optimization., • Develop and present comprehensive proposals and presentations to clients., • Create and execute account growth strategies for existing clients., • Manage complex budgets across multiple accounts. Run regular budget checks, keep the finance team in the loop, and proactively manage billing plans, POs, and invoicing in Kantata., • Partner with the Traffic Manager and delivery team to make sure timelines, schedules, and client requirements stay aligned., • Support the business development team in shaping new opportunities, and provide guidance to junior team members. What You Bring Essential • A degree in marketing, communications, business, or a related field., • 3+ years of account management experience inside a marketing or advertising agency. This is a hard requirement., • A track record of successfully managing high-profile client accounts and delivering measurable results., • Significant project management experience and strong client relationship management chops., • Strong understanding of marketing principles, digital marketing, and advertising strategy., • Excellent interpersonal, communication, and presentation skills. You can hold the room with a senior client and translate strategy clearly inside the agency., • Strategic thinker with sharp problem-solving instincts and the ability to manage multiple programs at once., • Strong commercial and financial skills. You know how to allocate resources, protect margin, and keep budgets healthy., • Comfortable mentoring and developing more junior team members., • B2B marketing experience., • Energy industry experience (oil and gas, renewables, energy services, industrial sectors)., • Business development experience., • Familiarity with Kantata (or similar agency project and resource management tools). About the Agency Our partner is a global B2B marketing and advertising agency with deep specialization in technical, industrial, and energy-aligned sectors. They build integrated campaigns for sophisticated buyers and operate across multiple offices worldwide. The Client Services team is the engine of the business, and Senior Account Managers are trusted to lead, not just manage. Why This Role • A seat with real strategic ownership. You will help shape direction, not just push timelines., • High-profile, geographically diverse accounts that will stretch you., • A collaborative global team that values craft, candor, and creativity., • A clear path to grow into senior client leadership., • A culture that takes the work seriously and the people seriously, in that order.

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Vice President, Portfolio Management & Operations As Vice President, Portfolio Management & Operations, you will support portfolio risk management and investment tax oversight efforts across the Firm’s investment platform. This role is responsible for identifying, monitoring, and mitigating investment, structural and tax-related risks. You will collaborate across Teams to inform leadership, supporting sound portfolio construction and long-term investment outcomes that contribute to the Firm’s overall success. Key Responsibilities: • Support portfolio-level risk management across the Firm’s investment platform, including monitoring concentration, liquidity, leverage and downside risk exposures., • Identify, evaluate, and manage investment-related tax considerations, including structuring implications, ongoing tax exposures and coordination with internal and external tax advisors., • Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments. Success as a Vice President, Portfolio Management & Operations will be measured by your: • Effectiveness in identifying, assessing, and mitigating portfolio-level, structural and investment-related risks., • Ability to evaluate and manage investment-related tax considerations and clearly communicate implications to senior leadership and the Investment Committee., • Ability to deliver quality work, on time, with strong attention to detail., • Proficiency to work within and across Teams to bring success to all members of the Firm., • Ability to demonstrate and communicate an understanding of the financial markets and economics. Requirements: • Bachelor’s degree in Finance, Economics, or a related field. CAIA, CFA or MBA is preferred., • 6+ years of investment industry experience is preferred., • Ability to work in a fast-paced environment under strict deadlines., • Strong leadership and project management skills., • Demonstrates an entrepreneurial mindset and capacity to think outside the box., • Expertise in alternative investments, including private equity, private credit, venture capital, and hedge funds., • Experience evaluating tax implications of investment structures, including partnerships, blockers, SPVs, and offshore vehicles, is preferred., • Exceptional organizational and written communication skills with exacting attention to detail., • Strong research experience and financial knowledge, with an understanding of accounting and financial valuation., • Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms., • Strong proficiency with Microsoft Office, and specifically Microsoft Excel., • A solid understanding of underlying macro- and micro-economic forces and trends., • Ability to quickly learn and utilize quantitative modeling techniques., • Strong communication skills., • Selfless team player with a strong work ethic. Compensation and Benefits: • Base salary will be commensurate with experience., • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability., • Participation in our matching 401k plan., • We offer a generous PTO plan, along with an excellent benefits portfolio.

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Vice President - Talent Development: The Vice President of Talent Development will strengthen CAZ’s commitment to cultivating a world-class Team experience by expanding, supporting, and executing comprehensive learning, coaching, and development initiatives across the firm. In this role, you will report to the Director of Talent Development, assisting with quarterly reviews, developing best-in-class content with department leadership, and coaching junior Team members to ensure they are equipped, empowered, and aligned with CAZ’s mission, vision, and promises. Success as a Vice President of Talent Development will be measured by your: • Ability to effectively support the Director of Talent Development and department leaders in delivering timely, relevant, and scalable learning content, • Outstanding proficiency in coaching junior Team members and driving measurable improvements in performance, communication, and confidence, • Capacity to proactively identify learning gaps and turn them into actionable, high-quality content, • Effectiveness in preparing for, participating in, and executing quarterly reviews for junior Team members, • Ability to promote the firm’s mission, culture, and core values through development and coaching Requirements: • 5+ years of professional coaching experience utilizing Tony Robbins' curriculum or other high-performance coaching environments; ICF certification is a plus, • Demonstrated talent development experience, including creating scalable learning programs, LMS content, and training materials, • Strong coaching acumen with exceptional rapport-building, communication, and interpersonal skills, • Ability to participate in initial interviews and assist in evaluating new talent, • Ability to develop insights through reporting, analytics, and performance evaluation, • Proven ability to thrive in a fast-paced environment with strict deadlines while maintaining a high standard of excellence, • Selfless Team player with a disciplined work ethic and commitment to CAZ’s culture Compensation Structure: • Base salary will be commensurate with experience, • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability, • Participation in our matching 401k plan, • We offer a generous PTO plan, along with an excellent benefits portfolio

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Associate, Portfolio Management & Operations The Associate, Portfolio Management & Operations, is responsible for ensuring investment opportunities are successfully onboarded and monitored. In this role, you will collaborate with both the due diligence and portfolio management Teams to successfully document, track, and monitor new investment vehicles, contributing to the Firm's overall success. Key Responsibilities: • Document and process new investment opportunities, • Communicate with external managers and other members of the Investment Management Team to monitor investments both qualitatively and quantitatively, • Assist the Portfolio Management Team in monitoring and tracking investments and portfolios, • Maintain high quality data across the full range of investment systems, • Provide updates and transparency across investments and portfolios to enable the Portfolio Management Team to make effective decisions Success as an Associate, Portfolio Management & Operations will be measured by your: • Processing documentation on new investments with strong attention to detail and speed, • Maintenance of high-quality data across all the Firm’s investments, • Effective monitoring of investments and portfolio management tools across the organization, • Ability to manage and process a wide array of priorities concurrently with excellence, • Proficiency in working within and across Teams to bring success to all members of the Firm Requirements: • Bachelor’s degree in finance, economics, or a related field. Progress toward the CAIA, CFA or MBA is a plus, • 3-5 years of investment industry experience is preferred, with a strong emphasis on operations-related duties, • Exceptional organizational and written communication skills with exacting attention to detail, • Strong array of financial knowledge; understanding of accounting and financial valuation is a plus, • Proficiency with Excel and Microsoft Office; experience with other data analytics software platforms a plus (including DealCloud and/or Caissa), • Knowledge of various tax structures is a plus, • Ability to quickly learn and utilize quantitative modeling techniques, • Ability to work in a fast-paced environment under strict deadlines, • Selfless Team player with a strong work ethic Compensation and Benefits: • Base salary will be commensurate with experience, • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and Firm profitability, • Participation in our matching 401k plan, • We offer a generous PTO plan, along with an excellent benefits portfolio

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market. What unites Anaplanners across teams and geographies is our collective commitment to our customers' success and to our Winning Culture. Our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform. Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebrating our wins - big and small. Supported by operating principles of being strategy-led, ___-based and disciplined in execution, you'll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let's build what's next - together! Senior Solution Consultant - Presales- TMT Enterprise Accounts At Anaplan, we believe the most powerful business transformations are led by people who are relentlessly curious and brave enough to challenge the status quo. We are looking for a highly experienced technical strategist and innovator who enjoys solving business problems with enterprise AI solutions. This isn't about demoing software; it's about architecting a new future for how the world's leading companies plan, decide and act. Job Description As a core Senior Solution Consultant, you will join our presales team supporting some of our largest enterprise customers. You will be responsible for all aspects of the technical sales process by working directly with customers and collaborating with sales, domain specialists, business value consultants, product managers, customer success, and partners. Why this Role Matters • Decision Making is moving fast in the AI era. Business leaders are no longer looking for just cost control-they need forecasting automation, cross-functional alignment, and real-time insights. You'll help them get there., • You'll work with decision-makers at leading enterprise organizations, influencing outcomes that impact thousands of employees and billions in revenue., • You'll represent one of the fastest-growing enterprise AI platforms, with a commission structure and career path to match your ambition., • You'll be aligned to a select number of accounts to build deep relationships and expand our solutions across multiple lines of business., • Partner with account executives on technical strategy and sales process for accounts in your territory., • Be the technical solution expert across platform capabilities, including AI, data modeling and planning applications., • Lead discovery sessions that move beyond features and functions to uncover critical business needs., • Design and deliver tailored, narrative-driven demos that directly address customer pain points and showcase a clear vision for their future., • Execute proof-of-concept workshops that prove Anaplan's value in the customer's own context., • Serve as the voice of the customer to our product management teams, ensuring your insights from the field shape the future of the Anaplan platform., • Coordinate and align specialist and product teams to help position multi-product solutions and mature complex opportunities to close., • 7+ years of experience in a presales, solution consulting, or business transformation role (SaaS/enterprise software preferred)., • Know how to collaborate with account executives and own the technical sales process, including account strategy, discovery, demos, solution roadmaps and other technical validation, • Strong grasp of value-based selling and storytelling,not just showing features and functions., • Skilled with problem solving at the intersection of technology and business., • Proven ability to make complex ideas sound simple, clear, and persuasive with experience in public speaking., • Knowledge of enterprise AI platforms, GenAI, Agentic frameworks, machine learning, and data integration., • Hands-on experience with enterprise planning processes and solutions (g. Finance, Supply Chain, Workforce, Sales Performance) preferred, • Familiarity with EPM, CPM, BI, or ERP systems is a strong asset, • Prior industry experience with aligned accounts a plus Base Salary Range:$139,000—$157,000 USD Our Commitment to Diversity, Equity, Inclusionand Belonging (DEIB) We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren't just words on paper - this is what drives our innovation, it's how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation. Fraud Recruitment Disclaimer It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals. Anaplan does not: • Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person.

Placement Type: Temporary Salary: $60-64 Hourly up to $64/HR Start Date: Jun 1, 2026 Join a leading organization at the forefront of its industry, committed to innovation and customer satisfaction. This company shapes consumer experiences on a grand scale, driving significant impact through strategic marketing and brand development. Are you a visionary marketing strategist ready to make a significant impact on brand awareness and revenue growth? Aquent is seeking a dynamic individual to partner with our esteemed client, a major player in the consumer market, as a Strategist focused on Offline Media. In this pivotal role, you will be instrumental in shaping how millions of consumers engage with the brand, directly influencing market presence and business objectives through innovative media strategies. You will play a crucial role in aligning media investments with broader corporate goals, directly contributing to the company's success and market leadership. What you will do: • Drive brand awareness and measurable revenue growth by developing and implementing comprehensive marketing strategies, plans, and events across diverse offline media channels., • Conduct in-depth market research and competitive analysis to pinpoint target segments and inform robust media strategies., • Prioritize product, service, and promotional initiatives, meticulously evaluating projected ROI to balance immediate gains with long-term brand equity., • Ensure seamless alignment of offline media priorities with broader corporate strategic and operational plans through effective cross-functional collaboration., • Continuously refine marketing strategies by assessing market penetration and customer satisfaction metrics., • Oversee the development of compelling promotional materials and campaign assets that champion product and sales initiatives., • Implement and optimize processes and systems to guarantee consistency, efficiency, and quality across all offline marketing endeavors., • Act as the primary internal liaison, fostering a strong partnership with the external media agency responsible for OTT, programmatic, TV, and radio buying. Must-Have Qualifications: • Demonstrated experience in media purchasing across OTT, programmatic, TV, and radio channels., • Strong understanding of offline media planning, buying, and optimization., • Experience partnering with or managing external media agencies. Nice-to-Have Qualifications: • 5+ years of experience in marketing strategy with a focus on offline/traditional media channels., • Background in large-scale consumer brand environments., • Proficiency with media analytics platforms and reporting tools., • Experience managing agency relationships and holding partners accountable to KPIs., • Strong project management skills with the ability to balance multiple priorities in a fast-paced environment., • Bachelor's degree in Marketing, Communications, Business, or a related field. #LI-MM3 About Aquent Talent Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits! Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Executive Assistant This position will be responsible for supporting the Partner to enable him to achieve maximum success for the firm. Key Responsibilities: • Optimize the Partner’s time by managing his calendar and prioritizing key outcomes based on urgency and importance, • Administer project management tools like Asana and Salesforce to support his efficiency and collaboration with other members of the Team, • Coordinate meetings and schedules with internal and external parties (in-person or virtual), facilitating invites, providing necessary materials in advance, and handling follow-up actions, • Plan and coordinate travel arrangements, including airfare, hotels, transportation, meals, and related meetings, • Manage administrative tasks such as completing expense reports, managing receipts, and handling other necessary documentation Success as an Executive Assistant will be measured by your: • Efficiently optimize the Partner’s time through effective calendar management, • Ability to coordinate complex travel and accurately handle administrative tasks like expense reports on time, • Proficiency with project management tools like Asana and Salesforce to enhance Team efficiency, • Meticulous attention to detail in organizing meetings and promptly managing action items Requirements: • Proven experience as an Executive Assistant or Senior Administrative Assistant supporting C-suite executives, • Expert proficiency in Microsoft Outlook (calendar, email, contacts, task management) and the broader MS Office Suite (Word, Excel, PowerPoint), • Experience with Asana, Smartsheet, Salesforce, or other project management software is strongly preferred, • Possess a proactive mindset with the ability to anticipate executive needs, act independently, and solve problems creatively, • Exceptional organizational and written communication skills and exacting attention to detail, • Constant focus on planning ahead and for the “what if” factor, • Team player with a strong work ethic, • Ability to work in a fast-paced environment under strict deadlines, and to learn quickly / adapt to the job Compensation and Benefits: • Base salary will be commensurate with experience, • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability, • Participation in our matching 401k plan, • We offer a generous PTO plan, along with an excellent benefits portfolio

Job Description What You Will Do: • Recruit and retain exceptional accounting associates determine department efficiencies and appropriate size of accounting team., • Develop and mentor bench strength with focus on promoting from within when possible., • Promptly identify weak links and coach or counsel to resolution., • Establish interdepartmental communication protocol and assist personnel in effective communication with associates and other personnel within the Company., • Proactively promote open communication between all stakeholders internal and external and actively follow-up on all matters pertaining to Alliance business functions as needed., • Provide friendly, responsive and proactive communication to clients and associates., • Establish and communicate expectations and goals on an on-going basis., • Identify job duties, work schedules, and appropriate department staffing to include ongoing training needs among accounting team., • Communicate personnel issues to the Director of Investment Accounting and/or department leadership as needed., • Recognize and reward associates., • Development, analysis and interpretation of statistical and accounting information to appraise operating results., • Maintain the company’s system of accounts, books and records on all company transactions and assets., • Provide effective financial controls at the asset and any specialized accounting requirements at the asset., • Manage and coordinate external and internal audits., • Manage and coordinate retail reporting as needed., • Ensure accurate and timely preparation of monthly financial statements and EOM procedures., • Ensure accurate preparation and reconciliation of A/P and A/R., • Ensure accurate and timely preparation and forwarding of resident legal notices to include forwarding of resident files for legal action and collections., • Ensure accurate month end close processes., • Cash Management and company liaison with clients regarding cash status., • Coordinate and manage external auditors., • Special projects, research and other duties as assigned., • Make recommendations and modifications regarding office performance, business needs, etc., • B.A./B.S. degree in Accounting/Finance required., • Master’s degree in Finance, Accounting, or related field a plus but not required, • CPA designation a plus, • Two or more years of previous work experience in accounting leadership role, • Prior experience managing, mentoring, and development of people, • Previous experience with Alliance or within industry in a leadership accounting role, • Proficiency and command of Microsoft suite software i.e. Excel, PowerPoint, Outlook, • Demonstrated leadership skills and accounting strategist, • High degree of responsibility and initiative, • Knowledge in generally accepted accounting principals, • High tolerance for ambiguity and adaption to change, • Independent and autonomous work style, • Strong interpersonal skills with the ability to interact and relate effectively, productively and positively with other associates and clients, • Computer literacy in: Yardi, Microsoft office environment (excel, word, PowerPoint) with web based communications and proficiency in typical budget programs, • Ability to have flexibility with working schedule based on business and deadline needs., • Ability to work a schedule during normal work hours and that may be other than Monday-Friday, 8-5. Work in excess of 40 hours per week is likely., • Professional and upbeat work environment, • Competitive compensation and incentives, • Generous paid time off including vacation, sick, holiday, birthday and volunteer time, • Low Premiums for Medical, dental and vision coverage; including access to telemedicine, • Paid parental leave for eligible new parents, • Flexible spending account, • Health saving account with Company match, • Company-paid life insurance

Job Description Toca Madera is an experience for all your senses. The Mexican-inspired steakhouse brings bold flavors, premium ingredients, handcrafted cocktails, and a high-energy atmosphere together to create unforgettable nights. The menu highlights elevated interpretations of Mexican classics, crafted with a commitment to sustainable and organic sourcing that enhances every dish. With locations in Scottsdale, Houston, Las Vegas, and Miami coming soon, Toca Madera continues to define indulgent, sensory-driven dining with impeccable flavor and vibrant energy.Toca Madera is an experience for all your senses. The Mexican-inspired steakhouse brings bold flavors, premium ingredients, handcrafted cocktails, and a high-energy atmosphere together to create unforgettable nights. The menu highlights elevated interpretations of Mexican classics, crafted with a commitment to sustainable and organic sourcing that enhances every dish. With locations in Scottsdale, Houston, Las Vegas, and Miami coming soon, Toca Madera continues to define indulgent, sensory-driven dining with impeccable flavor and vibrant energy. The Expo is the key strategist and organizer of orders and prepared food before it exits the kitchen. The Expo works with the chef and back of house team to ensure that every dish is made correctly, looks great, appears fresh, and is made in a timely way. The Expo organizes tickets based on time and priority and ensures that all tickets are marked and orders are bumped to maintain a clear line and visual certification of communication between all departments. Responsibilities • Ensuring orders are organized, well put together, meet company plating and presentation guidelines and are prepared in a timely manner, • Detail oriented and thorough when checking orders for quality, accuracy, and presentation, • Communicating with both front of house and back of house teams to vocale needs from guests and ensure that all orders are executed to the highest standard., • Deliver a consistently high level of customer service to each guest and team member, • Maintain a safe and clean working environment by complying with health and safety guidelines, • Proactive and anticipate the needs of coworkers around them that may need, • Ability to have extensive knowledge on the beverages we offer on the menu and the mastery of the food menu in order to properly garnish and send out, • Mechanical in execution uses organized steps of service to ensure order accuracy and consistency even in the busiest of times, • Exhibit strong multitasking abilities, • Posses a diligent work ethic, • Maintain a clean and professional appearance, • Display the ability to forecast and anticipate the needs of our guests and the restaurant, • Experience in a Full Service Restaurant preferred, • Available to work nights, weekends and holidays, • Must be able to stand for the duration of shifts and lift up to 35lbs

Job DescriptionJob Description David Weekley Homes is seeking an Enterprise Process Strategist to join our growing team! The Enterprise Process Strategist plays a pivotal role in shaping how our company operates and grows. This senior-level position is responsible for analyzing, designing, and optimizing end-to-end business processes across the enterprise. The ideal candidate will combine deep analytical expertise with a bold, innovative mindset; reimagining how work gets done to drive efficiency, scalability, and customer value. What You'll Do: • Work closely with department heads, process owners, and frontline team members to deeply understand how work is executed and where innovation can make the biggest impact., • Map and document all core business processes across departments to establish a comprehensive understanding of current-state operations., • Identify inefficiencies, redundancies, and gaps, and recommend redesigns that deliver measurable performance improvements., • Lead cross-functional initiatives to implement improvements and foster a culture of continuous innovation and accountability., • Serve as an internal consultant and subject matter expert for Lean Six Sigma and process excellence methodologies., • Partner with technology, data, and operations teams to explore automation and digital solutions that enable process transformation., • Engage regularly with department leaders, process owners, and frontline team members to understand current workflows and pain points., • Conduct process analyses using data, observation, and interviews to identify inefficiencies and improvement opportunities., • Develop clear documentation, process maps, and visual models to communicate findings and recommendations., • Prepare and deliver concise executive summaries and presentations that translate operational insights into strategic actions., • Coordinate cross-functional project activities, monitor progress, and ensure timely completion of deliverables., • Partner with technology, data, and operations teams to evaluate tools and systems that support automation and efficiency., • Maintain visibility into active initiatives, track performance metrics, and provide regular updates to leadership.Qualifications, • Bachelor’s or Master’s degree in Business, Operations, or a related field is highly preferred., • Lean Six Sigma Black Belt certification required., • 5+ years of experience in process improvement, business process management, or operational strategy., • Proven success leading large-scale, cross-functional initiatives without direct authority., • Strong proficiency in process mapping, data analysis, and performance measurement tools., • Demonstrated ability to synthesize complex information and present it to both operational and executive audiences., • Experience in residential construction or home services is helpful but not required. Additional Information What We Offer: Come build your future with our winning team, recognized by Fortune Magazine as one of the "100 Best Companies to Work For" 19 times! David Weekley Homes builds in 19 markets across the U.S. and is one of the largest private home builders in America. We offer an excellent benefits package that includes: • Health Insurance - Medical, Dental and Vision, • 401k and discretionary 8% match, • Employee Stock Ownership Plan, • Profit Sharing, • Vacation, Paid Holidays, plus PTO, • New Home Discount for Team Member and Family, • College Scholarship Program, • Community Outreach, • Sabbaticals Note to Job Seekers: No telephone calls or walk-ins please. Interviews are by appointment only. Your resume will be reviewed and qualified candidates may be contacted in the event of a potential job match, or if further information is needed.

Job DescriptionDescription: Regional Marketing Manager – Drive Growth. Lead Strategy. Make an Impact. Ready to take ownership of a market and make your mark? We’re looking for a Regional Marketing Manager who is equal parts strategist, leader, and doer. This is a hands-on role where your ideas won’t sit on a shelf, you’ll bring them to life across multiple locations and see the direct impact on patient growth and business success. If you thrive in a dynamic, fast-moving environment and enjoy being in the field, collaborating with teams, and driving measurable results, this role is for you. What You’ll Do You’ll lead marketing efforts across your region, connecting strategy with execution: • Analyze market trends, patient needs, and competition to build targeted marketing plans, • Launch and manage campaigns across digital and traditional channels, • Track performance (ROI & KPIs) and continuously optimizing growth, • Travel to clinic locations, support local initiatives, and ensure marketing is aligned on the ground, • Partner with sales, leadership, and vendors to drive alignment and performance, • Identify grassroots opportunities and creative ways to grow each market, • Evaluate and improve patient experience across all touchpoints, • Recruit, train, and manage regional marketing team members, • Lead multi-location marketing strategy across digital, traditional, referral, and community channels, • Drive patient acquisition for premium surgical services including LASIK, cataract, dry eye, and specialty care, • Manage agency partners, media buys, SEO, PPC, social media, and creative production, • Analyze ROI, lead quality, conversion funnels, and campaign performance, • Build physician referral growth strategies and co-management outreach programs, • Oversee brand consistency across all markets and touchpoints, • Launch promotions, events, webinars, and growth initiatives, • Strong leadership and communication skills, you know how to influence and inspire, • A data-driven mindset with the ability to turn insights into action, • Proven ability to manage multiple priorities in a fast-paced environment, • A hands-on approach, you’re just as comfortable executing as you are strategizing, • Bachelor’s or master’s degree in marketing, Communications, or a related field, • 5+ years of marketing experience (healthcare or ophthalmology experience preferred), • Visible Impact: Your work directly drives patient growth and clinic success, • High Ownership: Lead strategy and execution for your region, • Dynamic Environment: No two days are the same, be active, engaged, and in the field, • On-site role with regular travel to clinic locations, • Active, fast-paced work setting with both office and field responsibilities You won’t just be joining a company—you’ll be joining a team that invests in you. • Day-One Benefits: Medical, dental, and vision coverage with company contributions, • Affordable Healthcare: Options for you and your family, plus $0 copay virtual care (primary care, mental health, dermatology, and more), • Invest in Your Future: Company-matched 401(k) + student loan repayment matching, • Work-Life Balance: 18 days of PTO starting day one + rollover options, • Flexibility with Your PTO: Convert unused time into cash, 401(k), or student loan payments, • Extra Protection: Company-paid life and AD&D insurance, • Wellness Support: Employee mental health assistance program + HSA/FSA options, • Exclusive Perks:, • Free annual eye exams for you and your family, • Significant discounts on LASIK, cataract surgery, and optical goods, • Pet insurance and additional voluntary benefits, • Career Growth: Certification reimbursement and real advancement opportunities, • A Culture You’ll Enjoy: Employee celebrations, rewards, and referral bonuses

Job DescriptionJob DescriptionChief Financial Officer Beta is a Title I Schoolwide campus. I understand that part or all of this job could be funded with federal funds. Location: Houston, TX Reports To: Superintendent / CEO Supervises: Finance Department Staff Position Overview The Chief Financial Officer (CFO) serves as the senior financial leader of the organization and is responsible for the strategic financial management, fiscal integrity, regulatory compliance, and long-term financial sustainability of the charter school organization. The CFO works closely with the Superintendent, Board of Directors, Finance Committee, campus leadership, and external stakeholders to ensure sound financial stewardship of public and private funds. The CFO oversees all financial operations including accounting, budgeting, financial reporting, grant management, regulatory compliance, debt management, capital project financing, and internal financial controls. The CFO ensures adherence to all applicable federal, state, and local regulations including: • Texas Education Agency (TEA) requirements, • Charter FIRST financial accountability standards, • Financial Accountability System Resource Guide (FASRG), • Governmental Accounting Standards Board (GASB), • Uniform Grant Guidance (2 CFR Part 200), • Serve as the primary financial strategist for the organization., • Partner with the Superintendent, Chief Business Officer (CBO) and Board of Directors to develop long-term financial sustainability strategies., • Develop multi-year financial forecasts and long-range financial plans (3–5 years)., • Provide financial modeling and analysis for strategic initiatives, expansion, enrollment growth, and facilities development., • Provide financial guidance to school leadership on resource allocation and financial decision making., • Ensure financial decisions support the academic mission and operational priorities of the school.Financial Management & Accounting, • Direct all accounting and financial operations of the organization., • Ensure accurate financial recordkeeping in accordance with GAAP, GASB, and TEA financial accounting standards., • Oversee general ledger, accounts payable, accounts receivable, payroll, purchasing, and financial reporting., • Maintain strong internal financial controls to safeguard assets and ensure regulatory compliance., • Manage organizational banking relationships and cash management practices., • Oversee reconciliation of financial accounts and maintenance of accurate financial records., • Ensure proper fund accounting practices for charter school operations.FASRG Compliance & Financial Reporting Standards, • Ensure all financial operations comply with the Texas Education Agency Financial Accountability System Resource Guide (FASRG)., • Maintain compliance with TEA account codes, financial reporting standards, and fiscal procedures., • Monitor updates and revisions issued by TEA related to FASRG and implement required updates to financial procedures and accounting practices., • Ensure accurate financial coding and reporting across all departments and campuses., • Provide guidance and training to finance staff and school leadership on FASRG requirements., • Ensure financial systems and reporting structures remain aligned with current TEA financial accountability standards.Budget Development & Fiscal Oversight, • Lead development of the annual organizational operating budget., • Develop multi-year financial projections and sustainability models., • Oversee preparation and monitoring of:, • Campus budgets, • Department budgets, • Athletic program budgets, • Extracurricular activity budgets, • Capital improvement budgets, • Construction project budgets, • Work closely with principals and department leaders to manage monthly budgets., • Monitor budget performance and provide monthly variance analysis., • Recommend corrective actions to ensure fiscal discipline and budget compliance.Enrollment & ADA Revenue Forecasting, • Develop and maintain enrollment-based financial projections using Average Daily Attendance (ADA) revenue models., • Collaborate with enrollment and academic leadership to forecast student enrollment trends., • Provide financial projections based on enrollment scenarios and funding formulas., • Monitor ADA reporting and ensure alignment between student data reporting and financial revenue projections., • Provide leadership with regular updates on enrollment-driven revenue impacts.Board Financial Reporting & Leadership Communication, • Prepare and present monthly financial reports to the Board of Directors and Finance Committee, including:, • Financial statements, • Budget vs. actual analysis, • Cash flow reports, • Debt service reporting, • Financial forecasts, • Prepare monthly financial reports for campus principals and department leaders., • Prepare quarterly financial performance reports and forecasts., • Develop annual financial reports summarizing fiscal performance and financial outlook., • Provide financial guidance to the Board regarding fiscal policy and financial oversight responsibilities.Charter FIRST Compliance, • Ensure compliance with all Texas Charter FIRST financial accountability indicators., • Maintain Charter FIRST rating of 95 or higher., • Prepare and submit all required financial accountability reports to TEA., • Monitor organizational financial metrics to ensure alignment with Charter FIRST standards., • Serve as the organization’s primary liaison with TEA regarding financial accountability.Procurement & Purchasing Compliance, • Oversee all procurement and purchasing processes in compliance with FASRG procurement requirements and applicable state and federal regulations., • Ensure purchasing procedures follow competitive procurement guidelines when required., • Maintain purchasing policies that support transparency, fairness, and fiscal responsibility., • Ensure proper documentation and approval processes for purchases., • Train staff on procurement requirements and purchasing procedures.Grants Management (Federal, State, Local, and Private), • Oversee financial management of all federal, state, local, and private grant funds., • Ensure compliance with Uniform Grant Guidance (2 CFR Part 200)., • Monitor grant budgets and expenditures., • Ensure accurate documentation for grant compliance and reimbursement., • Coordinate financial reporting to granting agencies., • Support program leaders in proper allocation and use of grant funding.Audit & Regulatory Compliance, • Lead preparation and coordination of the annual independent financial audit., • Ensure compliance with:, • TEA financial accountability standards, • Single Audit requirements (if applicable), • Federal grant compliance regulations, • Serve as the primary liaison with external auditors., • Address audit findings and implement corrective actions when necessary., • Maintain documentation and financial procedures to support audit readiness.IRS & Nonprofit Financial Compliance, • Ensure compliance with nonprofit financial reporting requirements., • Oversee preparation and filing of IRS Form 990 and other required filings., • Maintain financial records necessary for nonprofit regulatory compliance.Debt Management & Financial Instruments, • Manage organizational debt obligations including:, • Municipal bonds, • New Market Tax Credit (NMTC) financing structures, • Other financing agreements, • Monitor compliance with bond covenants and reporting requirements., • Coordinate with financial advisors, bond counsel, and underwriters., • Provide analysis and recommendations regarding refinancing or debt restructuring when appropriate.Capital Projects & Construction Financial Management, • Manage financial planning and oversight for construction and facility projects., • Develop project budgets for construction and capital improvements., • Monitor expenditures and ensure projects remain within approved financial limits., • Coordinate with project managers, architects, contractors, and financial advisors to maintain fiscal accountability.Financial Governance & Board Policy Oversight, • Serve as the administrator responsible for Board Policy Module 4 – Financial Management and Governance., • Maintain and oversee implementation of all board-approved financial policies., • Recommend updates to financial governance policies as regulations evolve., • Ensure policies related to purchasing, budgeting, internal controls, and financial oversight are properly implemented., • Support the Board Finance Committee in fulfilling fiduciary responsibilities.Internal Controls & Fraud Prevention, • Establish and maintain strong internal financial controls., • Implement systems that reduce financial risk and prevent fraud, misuse, or mismanagement of funds., • Ensure segregation of duties across financial operations., • Monitor financial transactions to identify potential irregularities., • Develop and enforce policies for ethical financial conduct and financial transparency.Team Leadership & Staff Management, • Supervise and mentor 3–4 finance department staff members., • Establish clear performance expectations and professional development plans., • Foster a culture of accountability, accuracy, and continuous improvement., • Ensure cross-training to maintain operational continuity., • Ensure timely completion of payroll, purchasing, and financial reporting functions.Required Financial Reporting CycleMonthly Reports, • Board financial reports, • Campus budget reports, • Department budget reports, • Grant expenditure reports, • Cash flow reports, • Budget variance analysisQuarterly Reports, • Financial forecasts, • Board Finance Committee reports, • Strategic financial performance updatesAnnual Reports, • Annual operating budget, • Annual Financial Report (AFR), • Charter FIRST reporting, • External audit preparation, • IRS and regulatory filingsQualificationsRequired, • Master’s degree in Finance, Accounting, Business Administration, or related field., • Minimum 5 years of CFO or senior financial leadership experience in a school system, preferably Texas charter schools., • Demonstrated experience maintaining Charter FIRST ratings of 95 or higher., • Deep knowledge of:, • Texas charter school finance, • TEA regulations, • FASRG accounting standards, • Governmental accounting (GASB), • Federal grant management, • Experience managing:, • Complex organizational budgets and financial reporting., • Charter school facility financing, • Construction project budgetingPreferred, • CPA, MBA, or related advanced degree., • Experience managing:, • Municipal bonds, • New Market Tax Credit financing, • Experience with charter school financial management systems.Core Competencies, • Strategic financial leadership, • Governmental accounting expertise, • Regulatory compliance management, • Budget development and fiscal oversight, • Financial reporting and analysis, • Internal controls and risk management, • Strong communication and leadership skills, • High ethical standards and financial integrity

Job DescriptionPrincipal Data Architect SynergenX | Low T Center Houston, TX (Onsite First 30–60 Days – No Exceptions) Full-Time | Exempt Salary: starting at $160,000 (Range is DOE) Build the Data Foundation of a High-Growth Healthcare Company SynergenX is rapidly scaling, multi-state healthcare organization with both clinic locations and telehealth focused on hormone optimization, wellness, and patient-centered care. As we continue to grow, we are making a significant investment in modernizing our enterprise data ecosystem. We are looking for a Principal Data Architect who is not just a strategist, but a builder and leader. This is a hands-on, high-visibility role where you will define, architect, and execute the future of our data platform. This role requires onsite presence for the first 30–60 days with no exceptions. This is critical for alignment, team integration, and execution. Hybrid flexibility may be considered after 60 days based on performance and business needs. Why This Role Matters This is not a maintenance role. This is a ground-floor opportunity to: • Architect a modern, scalable Azure-based data platform, • Eliminate inefficiencies and legacy reporting limitations, • Directly influence executive decision-making through data, • Define and execute the enterprise data architecture roadmap, • Build scalable data models across clinical, financial, and operational domains, • Design and standardize lakehouse and warehouse architecture, • Establish patterns for ingestion, transformation, and data delivery, • Act as the highest authority on data architecture decisions, • Lead and mentor Data Engineers, BI Developers, and Analytics teams, • Eliminate technical debt and redundant systems, • Automate manual processes and reporting inefficiencies, • Establish enterprise data governance frameworks, • Ensure HIPAA-compliant architecture and data handling, • 8+ years in Data Architecture progressive by nature, • Hands-on experience with:, • Microsoft Azure data ecosystem, • Databricks / Spark, • Power BI (semantic models, governance), • Strong expertise in:, • Data modeling (Star Schema, Snowflake, Lakehouse), • SQL, Python, PySpark, • Proven leadership and ability to influence technical teams, • Strong business acumen and ability to align architecture with company goals, • Healthcare or regulated industry experience (HIPAA), • Experience supporting M&A or multi-entity data integration, • Azure tools such as Data Factory, Synapse, or Fabric, • Exposure to real-time data pipelines or machine learning workflows, • Relevant certifications (Azure, Databricks)Work Environment & Requirements, • Houston-based role; local candidates strongly preferred, • Onsite required for first 30–60 days (non-negotiable), • Hybrid eligibility may be considered after 60 days based on performance and business needs, • Occasional travel as needed, • Must be authorized to work in the U.S. without current or future sponsorshipWhat We Offer, • Competitive base salary starting at $160,000 (Range is DOE), • Comprehensive medical, dental, and vision coverage after 60 days with dependent coverage, • 401(k) with company match, • Paid time off with annual increases and 6 company holidays, • Employee wellness programs, including hormone therapy and weight management benefits, • Full life insurance policy at no cost, • Stability and growth within a rapidly expanding, multi-state healthcare organization If you are a builder, problem-solver, and leader who thrives in high-impact environments, we want to talk to you. Powered by JazzHR vKa6EMUFZZ

Job details Tax Strategist Houston, TX Direct Hire $125-175k *This is a hands-on individual contributor position Kelly is seeking a Tax Strategist to work with our client, a rapidly growing mid-size RIA firm, on a direct hire basis. This is a great opportunity to be the firm's designated Tax Strategist and to advance the organization's tax advisory platform. The Tax Strategist will: • Oversee the overall strategic direction and management of the tax firm, • Provide expert tax advice to high-net-worth individuals, corporations, and other entities, • Develop and implement tax planning strategies for clients to optimize their financial situation, • Represent the firm and its clients before tax authorities and in legal proceedings, as required, • Maintain current knowledge of tax laws and regulations and analyze their implications for clients and the firm, • Establish and enforce the firm's policies, procedures, and quality standards to ensure compliance with professional and regulatory requirements, • Build and maintain relationships with clients, government agencies, and other external stakeholders, • Review complex tax returns and financial statements prepared by staff, ensuring accuracy and compliance, • Identify and pursue business development opportunities to expand the firm's client base and service offerings, • Collaborate with other senior leaders and departments to align tax strategies with the overall business objectives, • Bachelor's degree in Accounting, Finance, Business Administration, or a related field; Master's degree or Juris Doctorate preferred, • Active CPA license or equivalent tax-related professional certification, • Minimum of 12 years of progressive tax experience in a public accounting firm or corporate tax department, • Proven experience in a leadership role with a tax advisory focus, • Extensive knowledge of federal, state, and local tax laws and regulations, • Experience with tax planning and strategy for both individuals and businesses, • Demonstrated expertise in complex tax research and analysis, • Strong understanding of business and financial principles, • Ability to develop and maintain high-level client relationships, • Experience with tax software and technology platforms, • Proficient in Microsoft Office Suite, with advanced Excel skills, • Excellent communication, negotiation, and presentation skills, • Profit Sharing Bonus Program, • 401(k) Employer Match up to 4%, • Medical Insurance (HDHP HSA plans are 100% paid for the employee), • Dental Insurance, • Vision Insurance, • Paid time Off (112 hours after 90 days), • Holiday Pay (12 Holidays), • Training & Education, • Events, Awards, Activities 10157144

Job Description Overview The Talent Acquisition Partner is a market-embedded, full-cycle hiring strategist responsible for leading talent acquisition efforts in their assigned market. This role is a true business partnership focused on modernizing hiring practices, influencing adoption of new processes, and delivering a high-touch, white-glove recruitment experience to both hiring leaders and candidates. Serving as the face of Talent Acquisition in-market, this person will drive execution, influence store leadership, and elevate hiring outcomes through consistent process adoption, proactive sourcing, talent pipeline strategies, data-backed decision making, and ongoing partnership. This role requires strong change management capability, problem solving, and the confidence to hold stakeholders accountable to best practices in a rapidly evolving TA function. Responsibilities • Serve as the dedicated TA partner for a defined market/region, with varying business needs, adoption levels, and hiring maturity. This is a high volume role, • Individual contributor role that performs self-driven, able to create complex market hiring strategies, • Lead process adoption and change management by building relationships with Market leadership and act as a strategic advisor. Influence hiring behavior through data discussions, talent insights, and performance metrics that guide how and who we hire, • Own the end-to-end hiring process from intake to pre-boarding handoff to HR Shared Services. Deliver a consistently high-standard candidate experience reflective of our employer brand, • Build and maintain pipelines for high-impact roles; reduce reliance on inbound applicants. Leverage multi-channel sourcing with passive talent, referrals, community partnerships, events, local schools/trade programs, etc, • Provide bi-weekly and monthly business reviews with store and district leaders to align hiring strategy with operational goals. Review market hiring metrics, funnel performance, and aging roles to consult store leaders on action plans and bottlenecks, • Meet or exceed department Key Performance Indicators like but not limited to; time to fill, applicant cycle time, funnel metrics, requisition fill rates, etc Qualifications • 5+ years of experience in full-cycle high volume recruiting. Ability to manage 50+ requisitions at a time through strong time management and recruitment skills, • Travel required up to 50% of the time, • Hybrid work schedule: 4 days in office, 1 day work from home, • Advanced sourcing: Boolean, talent mapping, passive outreach, competitive market research, etc, • Strength in building pipelines through colleges, technical schools and military installations, • Experience supporting 15+ stores in a market strongly preferred, • Strong relationship management skills with demonstrated success driving hiring process change, influencing leaders, and creating adoption in environments with varying readiness. Must be skilled in data storytelling, • Proficiency with ATS, CRM, sourcing platforms, pipeline tools, and reporting dashboards What we offer: • $95,000.00 - $105,000.00/year depending on experience, • Full line up of benefits - Medical, Dental, Vision, 401K and employee discounts

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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-t

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Requires a Bachelor's degree in Civil Engineering, Business Administration, Physical Sciences or a closely related field.

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