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Job Overview: The Finance Manager will use proven expertise in financial analytics, forecasting, and insights to support Marvin’s business strategy. This position will be responsible for supporting the need for financial analysis within Marvin by introducing and incorporating industry best practices for analytics, measurement, reporting, and insights. The position will work closely with product development and product management leaders to create and implement product and process analytics that measure impact of activity and investment in order to influence new ways of thinking for key stakeholders in all geographies and levels of the organization. This job is located in Warroad, MN. If you're considering relocating to Warroad, you may be eligible for a relocation benefit package to assist with your move. Marvin offers an extensive relocation benefit package that includes the movement of your household goods, temporary housing, and much more – in addition to a relocation counselor to assist you throughout the entire journey. _ Highlights of your role: • Develop financial insights that are clear, compelling and actionable to drive awareness of business and financial results., • Develop the process for offering business analytics to provide visibility into results and financial impact of investments including, but not limited to, the product development process., • Proactively engage with functional leaders and their teams to provide insight into business challenges and needs from a financial perspective., • Provide executive-facing insights, analytics, and presentations to shed light on financial performance and drive business decisions., • Work closely with all stakeholders to ensure analytics are aligned with enterprise goals and objectives; ensure leaders are equipped with the necessary tools to make informed business and financial decisions., • Partner with various business partners, and colleagues to create effective analytics and consider multiple points of view and business impacts into an analysis., • Implement metrics to evaluate the effectiveness of strategies for assigned initiatives. Use metrics to inform strategic plans on how to improve, enhance or innovate future programs and tactics., • Develop and lead a team of finance professionals to deliver high-quality financial support and analysis., • Able to travel up to 10% to other company sites., • Perform other duties as assigned. You're a good fit if you have (or if you can):, • Ability to influence and collaborate with senior management and work across all levels of an organization., • Comfortable developing analytic plans for a variety of business programs and projects, • An executive presence with polished and well-developed facilitation, written and oral communication skills, demonstrating creativity and technical expertise., • Assertive and confident with a strong point of view while able to understand/empathize and support other perspectives. Intent on building trusting and collaborative partnerships/relationships., • Ability to turn complex, financial analytics into insights that are appropriate for different audiences and business lines (e.g. senior leaders, managers, all employees)., • Strong organizational, project management, and problem-solving abilities., • Able to work as part of a finance team, focused on building a “great place to work” culture and continuously upholding the purpose and values of Marvin. Also want to make sure you have: 5+ years work experience leading financial analytics process and execution • Strong leadership and supervisory abilities, with a proven track record of managing a team and mentoring staff. Bachelor’s degree in finance, accounting, economics, math, or related field Experience working with customer-facing functions within a Retail or Consumer Packaged Goods organization. Advanced experience using Microsoft Excel including macros, pivot tables, and v-lookups, plus business intelligence tools such as Power BI. We invite you to See Yourself at Marvin: From people to products, Marvin is committed to creating better ways of living. When you join this family-owned and -led window and door company, you belong to a community full of opportunities. You also belong to one of America's Top 20 Large Employers of 2024, according to an exclusive ranking by Forbes Magazine. For more than 100 years, we've been designing, building, and engineering premier products. Today, in our 16 locations across North America, we manufacture Marvin's portfolio of products, which includes Infinity Replacement Windows, TruStile Doors, and Marvin Coastline brands. Together, we live our values and enjoy a culture that feels like home. Our better living approach to benefits supports you at work and beyond. From day one, you receive health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more! A few unique offerings include: • $300 annual wellbeing account to spend on whatever makes you happy + healthy, • Better Living Day! (a paid day off to go have some fun), • $$ Annual profit sharing - get rewarded for the role everyone plays in making Marvin a success, • Giving at Marvin - join coordinated volunteer opportunities, • Brighter Days Fund - financial support thanks to your colleagues and the Marvin family should you suffer a personal hardship When you belong to the Marvin team, it's all part of the package. Apply today! #LI-CM1 Marvin is an Equal Opportunity Employer: Marvin is committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable laws. Applicants requiring reasonable accommodation for any part of the application and hiring process may contact us at _. Compensation: $110,000 - $140,000 annually, plus bonus eligibility!

Job Description We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative and fun work environment where together, we achieve more, • Environment supportive for learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: Portfolio Construction & Strategy • Implement investment models within client portfolios based on guidance from Wealth Managers, • Partner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plans, • Prepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisions, • Coordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updates Portfolio Monitoring & Management • Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actions, • Initiate trade requests aligned with client needs and portfolio strategy, • Ensure accurate and timely implementation of model updates across client portfolios, • Maintain high standards of accuracy, consistency, and documentation in portfolio management activities Trading Oversight & Approvals • Review and provide second-level approval for trades generated by the Portfolio Management trade proposal team, • Serve as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as needed, • Partner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices Integral member of the Portfolio Management team • Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectives, • Partner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technology, • Design and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platform, • Build strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge & Technical Skills • Strong knowledge of portfolio construction, asset allocation, and investment strategy, • Deep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investments, • Working knowledge of entity structures such as trusts, partnerships, and LLCs, • Advanced proficiency in Excel; experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus Professional Skills & Attributes • Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisions, • Excellent communication skills, with the ability to clearly convey information across a variety of audiences, • Highly organized with the ability to manage multiple priorities and deadlines, • Detail-oriented with a strong commitment to accuracy and quality, • Proactive team player who builds strong relationships across functions, • Self-motivated and capable of working independently in a dynamic environment, • Committed to delivering a high level of client service and supporting colleagues Personal Style • A COLLABORATOR who will mentor and help others on your team, • GENUINELY care about serving and caring for other people Experience and Education We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job: • Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience, • Minimum of six (6) years of experience in investment management or financial services, • Prior experience working for an RIA firm is a plus, • Prior team leadership experience is a plus Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding the

Job DescriptionThe Marketing and Transaction Associate will create marketing campaigns for new listings, create content for press releases, and manage escrow timelines for properties through closing. The Associate will work closely with Analysts and Advisors to create effective property Offering Memorandums and websites, industry specific and relevant content for montly news articles, press releases for company news and activity, and liaise with buyers and sellers through escrow managing deadlines and deliverables. Key Responsibilities • Use BuildoutTM CRE software, AdobeTM, YardiTM, RCATM, and CoStarTM to create and manage property Offering Memorandums (OM’s) and websites • Review, analyze, and interpret internal underwriting models and various types of real estate documents including operating statements, loan documents, regulatory agreements and other information used in the underwriting process to effectively create OM’s • Manage AptoTM CRM software for data integrity and generate email marketing using MailChimpTM to distribute a variety of content • Gather industry news from a variety of publications to create monthly newsletters, • Create, manage, and maximize a social media presence on LinkedIn, Instagram, and Google, • Improve and manage company website content, interaction, and brand presence, • Manage buyer/seller interaction, contract thresholds, site visits, and due diligence deliverables during escrow Skills and Education • Bachelor’s degree (BA/BS) in IS, Marketing, Journalism, Real Estate, Finance, or Economics from four-year college or university required • Proficient in full Microsoft Office Suite while being overall very tech-savvy, particularly in a Mac environment, • Solid understanding of financial terms and real estate principles necessary, with a preference for affordable housing experience • Current or previous employment with an affordable DUS lender, regional or national multifamily brokerage, or affordable developer strongly preferred • Ability to multi-task and prioritize in order to meet deadlines while maintaining exceptional organizational, research, and communication skills • Highly-developed verbal and written communication skills – ability to interact effectively and professionally with team-members, clients, and prospects • Ability to create and write meaningful industry specific content for marketing purposes, • Attention to detail and an eye for visual aesthetics in creating presentation materials and content, • Highly motivated self-starter with a strong work ethic Compensation • Paid full-time position with a robust incentive fee compensation package, • Guaranteed earnings floor with access to company funded retirement program after tenure

Job Description Job Title: Faculty, Lead Culinary Instructor Campus: Upper School Grades 9-12 Qualifications: Cincinnati Hills Christian Academy is seeking a 9-12th Grade Lead Culinary Instructor within our entrepreneurship program who will focus on forming students through culinary excellence, hospitality, and a biblical vision of food as fellowship. This role will include accountability for: · Hands-on instruction in our state-of-the-art teaching kitchen, resulting in practical long-term outcomes for our students · Integration of core business concepts into daily instruction (i.e. structural economics of recipes, consumer and market research, cost optimization, etc.) · Leadership and co-creation of vision setting for CHCA's partnership with The Teaching Kitchen Collaborative (https://teachingkitchens.org/) · Shared accountability for CHCA's K-3rd grade Health & Wellness programming (i.e. field trips to teaching kitchen, healthy recipes, collaboration with the school greenhouse) Beyond the ability to teach cooking skills, safe food handling and sanitation to classes of 5-15 high school students, this dynamic and exciting role requires: • 5+ years of professional culinary experience, • Clear sense of Christian vocation: mature Christian faith evidenced by viewing food, hospitality, and shared meals as expressions of fellowship, service, and stewardship, • Commitment to excellence and craft: High standards for technique, preparation, sanitation, sourcing, and presentation, modeled consistently for students, • Willingness to work beyond regular school hours on occasion (school events, open houses), • Passion to serve as the steward of the kitchen assets (equipment, pizza and bread ovens, smokers, etc.) to serve the CHCA and surrounding communities, • Ability to design, host, and teach field trips for K-8 grade Duties and Responsibilities: · Provide strategic oversight for the culinary pillar of the Entrepreneurship program · Lead lectures and hands-on sessions that deliver practical short/long term impact for students · Use culinary frameworks to teach students core business principles (accounting, consumer research, marketing, cost saving) · Grade students on their performance · Maintain order and cleanliness of the entire kitchen space Requirements: · Bachelor or 4-year degree · Certificate or degree in culinary arts · Strong communication skills · ServSafe Certification · Teaching or training experience (preferred) CHCA is an equal opportunity employer. All qualified candidates will be considered. Essential functions under the Americans with Disabilities Act may include any of the duties, knowledge and skills listed above. This list is illustrative only and is not a comprehensive listing of all functions and duties performed by employees in this position. Regular attendance is an essential function of this job. The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS: While performing the duties of this job, the employee is required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear; and taste or smell. The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. WORK ENVIRONMENT: The noise level in the work environment is usually moderate. MENTAL FUNCTIONS: While performing the duties of this job, the employee is required to compare, analyze, communicate, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills, compile and negotiate.

Job DescriptionHCM Wealth Advisors & CPAs – Cincinnati, Ohio About Us HCM Wealth Advisors & CPAs is an independent, fee-only wealth management and Registered Investment Advisor (RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success.Position Summary We are seeking a highly driven and experienced Professional Trader to join our organization. This role is responsible for the strategic execution of trades, portfolio monitoring, and risk management across designated asset classes. The ideal candidate will possess a strong understanding of global financial markets, demonstrate sound analytical judgment, and operate with the highest level of professionalism, discipline, and integrity. The Professional Trader will play a critical role in supporting the firm’s investment and trading objectives through informed decision-making and adherence to established compliance and risk management standards.Key Responsibilities • Execute trades efficiently and accurately in alignment with established investment strategies and risk parameters, • Manage trading positions while maintaining strict adherence to internal controls, compliance requirements, and risk guidelines, • Collaborate with portfolio managers, analysts, operations, and compliance teams to support overall trading and investment objectives, • Maintain detailed and accurate records of trading activity, performance metrics, and market observations, • Evaluate portfolio exposures and assist in managing market, liquidity, and operational risks, • Contribute to the ongoing refinement of trading strategies, processes, and operational efficiencies, • Remain current on industry trends, regulatory changes, and evolving market conditions Qualifications & Experience, • Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a related field required, • Minimum of 1-3 years of professional trading or financial markets experience preferred, • Strong understanding of financial markets, securities, and trading methodologies, • Experience with trading platforms, order management systems, and market data tools, • Strong analytical, quantitative, and problem-solving abilities, • Excellent attention to detail, organizational skills, and time management, • Effective written and verbal communication skills, • Ability to maintain confidentiality and exercise sound professional judgment, • Advanced proficiency in Microsoft Excel, • Prior experience with trading platforms and rebalancing softwares Preferred Qualifications, • Experience trading equities, fixed income, derivatives, or alternative investments, • Familiarity with portfolio analytics and risk management frameworks, • FINRA licenses or other industry certifications preferred, where applicable, • Experience with Tamarac software system, • aKnowledge of compliance and regulatory standards within the financial services industry Professional Competencies, • Strategic thinker with strong analytical capabilities, • Ability to perform effectively under pressure and within time-sensitive environments, • High level of integrity, accountability, and professionalism, • Strong decision-making and risk assessment skills, • Collaborative mindset with the ability to work cross-functionally Compensation & Benefits We offer a competitive compensation package, including performance-based incentives, comprehensive benefits, retirement savings opportunities, paid time off, and professional development support.Additional Information HCM Wealth Advisors & CPAs is an equal opportunity employer committed to fostering a diverse and inclusive workplace. This job description is not exhaustive and may be modified as business needs evolve. Powered by JazzHR ZT47tP6uNw

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our valuation practice works on a variety of projects to assist more senior personnel with valuation assignments, which include closely-held business valuations, tax, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A). What you will do: • Conduct research on clients, competitors, industry and capital markets including market multiples, financial ratios, and discount rates, • Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.), • Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables, • Assist in preparing formal client report and presentation materials What you will need: • 0 to 2 years’ work experience, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus, • Progress towards ASA, CFA, or ABV designations is a plus, • Extensive knowledge of Excel, • Effective communication skills, strong attention to detail, and analytical capabilities are essential, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting, • Strong work ethic and ability to work flexible hours around critical due dates, • Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: • Competitive bonus program, • Medical/Dental/Vision insurance, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Reimbursement for admission fees and study material for professional designations, • Growth - VRC is growing, and so can your career, • For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email careers@valuationresearch.com.

Job Description The M&A Associate is a key member of the First Student M&A team responsible for supporting the evaluation, execution, and integration of mergers, acquisitions, strategic investments, and other growth initiatives. The role provides analytical and project management support throughout the transaction lifecycle, including target screening, financial modeling, valuation analysis, due diligence coordination, data room management, transaction execution, and post-signing integration planning. Working closely with First Student leadership and cross-functional stakeholders, the Associate will help assess acquisition opportunities, develop investment recommendations, manage transaction processes, and support strategic growth initiatives. This role is designed for a highly analytical professional seeking broad exposure to mergers and acquisitions within a dynamic corporate environment. Scope & Responsibilities Summary The M&A Associate will support multiple acquisition opportunities simultaneously and serve as a central coordinator for transaction-related analyses, diligence activities, and reporting. The role requires strong financial acumen, attention to detail, and the ability to manage large amounts of information across numerous active projects. Primary areas of responsibility include: Financial modeling, valuation analysis, and investment return assessment. Acquisition target research, screening, and strategic evaluation. Due diligence coordination and management across internal workstreams. Data room administration and transaction document management. Executive reporting, presentation development, and investment memoranda preparation. Pipeline management, market intelligence, and transaction tracking. Integration planning support and transaction readiness activities. Specific Job Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models supporting acquisition and investment evaluations. Perform valuation analyses using various methodologies including discounted cash flow, precedent transactions, and comparable company analyses. Analyze historical and projected financial performance of acquisition targets. Evaluate transaction returns, investment risks, and strategic benefits. Develop sensitivity analyses and scenario modeling to support investment decisions. Due Diligence & Transaction Execution Coordinate diligence activities among Finance, Operations, Human Resources, Fleet, Safety, Risk Management, IT, Legal, and other functional teams. Manage diligence request lists, information flow, and transaction timelines. Review financial statements, contracts, operating metrics, customer data, fleet information, and other diligence materials. Organize, maintain, and administer virtual data rooms. Track diligence findings, risks, and action items through transaction closing. Research & Market Analysis Conduct industry, competitor, and market research to identify potential acquisition opportunities and strategic trends. Assist with acquisition target identification and prioritization efforts. Maintain databases of acquisition targets, market intelligence, and transaction activity. Support strategic planning initiatives through research and analysis. Reporting & Executive Communications Prepare investment committee materials, executive summaries, and transaction presentations. Develop reports tracking acquisition pipeline activity and transaction status. Assist in preparing recommendations for senior leadership regarding acquisition opportunities. Support development of annual strategic planning materials and growth analyses. Process & Project Management Manage transaction documentation and maintain organized deal files. Coordinate project plans and timelines across multiple active transactions. Monitor transaction milestones and ensure timely completion of key deliverables. Support continuous improvement initiatives related to acquisition and diligence processes. Assist with integration planning activities to facilitate successful transaction handoffs. Key Selection Criteria Education & Experience Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. 2-5 years of experience in investment banking, transaction advisory, valuation services, public accounting, corporate development, private equity, or management consulting. Experience supporting mergers and acquisitions, strategic investments, or corporate finance transactions preferred. MBA, CPA, CFA, or progress toward a professional designation is considered a plus. Technical Competencies Strong financial modeling and valuation skills. Ability to analyze financial statements, operating metrics, and business performance indicators. Advanced Microsoft Excel proficiency including financial modeling, pivot tables, lookup functions, scenario analysis, and data manipulation. Strong PowerPoint and presentation development capabilities. Experience managing large datasets and organizing complex information. Familiarity with CRM systems, virtual data rooms, and transaction management software preferred. Business Competencies Strong analytical and problem-solving skills. Ability to synthesize large amounts of information into concise conclusions and recommendations. Strong project management and organizational skills. Ability to manage multiple projects and competing priorities simultaneously. Demonstrated attention to detail and commitment to accuracy. Strong written and verbal communication skills. Personal & Professional Attributes The successful candidate will demonstrate: Intellectual Curiosity Naturally inquisitive with a desire to understand businesses, industries, and market dynamics. Proactively seeks information and continuously develops expertise. Analytical Rigor Approaches problems logically and methodically. Uses data and financial analysis to support conclusions and recommendations. Accountability Takes ownership of assigned responsibilities and consistently delivers high-quality work. Demonstrates reliability and follow-through in a fast-paced environment. Collaboration Works effectively across functions and builds strong working relationships. Communicates professionally and respectfully with stakeholders at all levels. Professionalism Maintains confidentiality and handles sensitive information appropriately. Demonstrates maturity, sound judgment, and strong business ethics. Continuous Improvement Mindset Identifies opportunities to improve processes and increase efficiency. Adapts quickly to changing priorities and evolving business needs. Travel Requirements Willingness to travel up to 15-20% of the time to support acquisition diligence, site visits, integration planning activities, and team meetings. First for a reason: At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer. In the state of Washington, all technician and driving positions, including but not limited to van drivers and any other position requiring employees to drive a company-owned vehicle, are considered safety-sensitive and are therefore subject to drug and alcohol testing, including cannabis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia's Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf.

Job Description POSITION SUMMARY The Private Markets Reporting Specialist is responsible for delivering accurate, timely, and insightful reporting across private market investments, including performance measurement, cash flow tracking, and reconciliation. DUTIES & RESPONSIBILITIES • Perform end-to-end reporting and analysis of private market investments, including private equity, venture capital, hedge funds, and other alternative assets, • Reconcile investment transactions, capital calls, distributions, fees, and expenses across custodians, managers, and internal systems, • Track and validate cash flows, ensuring accuracy of investment activity and alignment with underlying fund documentation, • Calculate and analyze performance metrics, including IRR, TWR (as applicable), and total return, • Investigate and resolve discrepancies in valuation, pricing, and transaction data, • Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW families, • Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency, • Assist in building scalable reporting processes and improving workflows related to private market data aggregation and reporting, • Troubleshoot reporting issues and provide ongoing support for systems such as Addepar, Canoe, or other reporting platforms, • Contribute to data governance and documentation of reporting methodologies and procedures QUALIFICATIONS • Bachelor's degree in Finance, Economics, Accounting, or a related field preferred., • Three to five years of experience in investment reporting, performance analytics, or operations within wealth management, asset management, or a family office, • Direct experience with private market investments and related reporting requirements, • Strong understanding of capital calls, distributions, waterfall structures, and fund accounting concepts, • Proficiency in performance measurement, including IRR and cash flow-based return methodologies, • Experience with reconciliation across multiple data sources (custodians, fund managers, internal systems), • Familiarity with reporting platforms such as Addepar, Canoe, Arch or similar tools preferred, • Advanced Excel skills required; experience with data tools or automation is a plus, • CIPM designation preferred (or progress toward certification), • Exposure to data automation, AI tools, or workflow optimization (e.g., using AI for reconciliation support, anomaly detection, or reporting and workflow efficiency) is a plus, • Ability to leverage AI and automation to improve reporting workflows and data quality is strongly preferred, • Demonstrated professionalism, discretion, and respect for confidential matters WORKING CONDITIONS • Limited travel as business needs necessitate, • Long periods of sitting utilizing a computer, • 100% onsite

Job DescriptionThe Senior Financial Analyst role is dynamic role with responsibilities in multiple facets of finance organization including serving as organizational key person for matters related to Global Commercial, Technology, and G&A departments. Development of Management reporting, key KPI’s, data modeling, and forecasting to support business unit growth. The Senior Financial Analyst will be expected to liaise with stakeholders throughout the business in support of his/her role in order to drive value to the organization through analysis and optimization of the finance organization.Responsibilities will include but are not limited to: • Participate in the systems and process integration of companies as acquisitions may occur., • Serve as main point of contact for NetSuite, Adaptive and Concur matters, including key administrative, configuration, maintenance, and optimization issues, • Establish, track and continuously improve the key financial reports and metrics for the company and communicate/execute process improvement opportunities to the Financial leadership and Executive Leadership Team., • Conduct and provide ad hoc and recurring reporting and analyses on operational and financial metrics to help drive business decisions., • Support the month, quarter and year-end close process through preparation and variance analysis, • Help support and improve the standardized reporting processes, controls, and business analyses across the businesses., • Highlight cost saving opportunities and where applicable, play a key role in their realization., • Work to continuously upgrade personal knowledge of products, services, and needs of industries we serve globally., • Travel to locations as required (Post COVID-19)Qualifications, • Bachelor’s degree required in Accounting, Finance, Economics, or related field with analytical rigor, • Demonstration of key analytical competencies and qualifications along with 2-4 years of experience Finance, or Accounting, • Financial modeling and/or Financial Planning & Analysis experience, • Experience with ERP systems strongly preferred, • Strong technical and analytical skills with advanced level in Excel and experience in building / using Macros / Power BI a plus., • Strong interpersonal skills and ability to work across groups both internally and externally (local country finance teams, shared service centers, banking partners, etc.)., • Ability to create and sustain new business practices geared toward data consolidation and analysis., • Eagerness to dig into details and utilize data and analysis to solve complex business problems, • Ability to thrive in a fast-paced private equity environment where constant change and driving EBITDA growth is the norm, • Experience working in multinational organization a plus, • Strong financial acumen with experience working in or serving a global services businessOther Personal CharacteristicsThe ideal candidate is highly analytical with a deep interest in data and analysis. He/she will immerse himself or herself in the business to understand how our tools can support growth and develop and optimize key reports utilizing our technology to do so., • A highly motivated and energetic financial professional, with high confidence in his/her superior professional skills., • A person who can balance functional experience with an intellectual curiosity illustrated by a high level of focused energy, drive, ambition, risk-taking, adaptability and past performance of successful problem solving., • Hands-on, with excellent interpersonal skills, and the capability to motivate teams., • An individual who can operate under pressure adapt to rapid change with an extreme sense of urgency.Benefits and Perks, • Health Insurance – comprehensive medical, dental, vision, and prescription drug coverage options available for staff and their families, • Flexible Spending Accounts, • Health Savings Account, • Voluntary Short-Term Disability, • Group Life Insurance for each Employee, • Voluntary Life Insurance available for staff and their families, • 401K plan, including company match after 1 year of employment, • Equity Based Incentive Plan, • Paid time off (PTO), including holidays, • Paid Bereavement, Jury Duty, and Parental Leave, • Cash and Equity Bonuses annually

Job Description POSITION SUMMARY Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm’s Diversifier Strategies investment program, with primary responsibility for the Savile Row Diversifier Strategies Fund LLC, Liquid Diversifiers, and related alternative investment mandates. As a senior member of the investment team, this individual will lead all aspects of manager selection, ongoing due diligence, portfolio construction, and risk oversight across a multi-strategy hedge fund portfolio spanning structured credit, relative value, quantitative multi-strategy, global macro, managed futures, and tail risk hedging. The Managing Director is responsible for sourcing and evaluating new hedge fund managers, monitoring existing manager relationships, constructing a diversified portfolio across the convergent-to-divergent risk spectrum, and navigating investment decisions through the Investment Committee. This role carries significant responsibility for portfolio performance, manager relationship management, risk oversight, and mentorship of junior investment professionals. DUTIES & RESPONSIBILITIES • Investment Strategy, Manager Sourcing and Portfolio Management: Lead the design and implementation of Oxford’s Diversifier Strategies investment program. Proactively source, screen, and evaluate new investment managers across all relevant strategy types. Manage the overall portfolio construction across the convergent-to-divergent spectrum to ensure Oxford clients benefit from genuine diversification and uncorrelated return streams., • Manager Sourcing & Initial Screening: Identify, screen, and evaluate prospective fund managers across all alternative strategy types, including structured credit, relative value, quantitative multi-strategy, global macro, managed futures, and credit/tail risk strategies. Build and maintain a robust pipeline of manager candidates through an active network of prime brokers, placement agents, consultants, and peer institutions., • Operational & Investment Due Diligence: Lead end-to-end due diligence for new manager commitments, including investment process evaluation, quantitative performance analysis, risk factor attribution, operational infrastructure review, legal and compliance assessment, and reference checks. Conduct in-person manager meetings and on-site visits. Prepare comprehensive internal due diligence memoranda for Investment Committee review., • Portfolio Construction & Risk Management: Construct and actively manage the Diversifier Portfolio across the convergent-to-divergent spectrum to achieve the portfolio’s objectives of uncorrelated, risk-adjusted absolute returns. Monitor cross-manager correlations, factor exposures, and aggregate portfolio risk. Manage liquidity, redemption schedules, and rebalancing across all underlying managers. Identify and address concentration risks, including platform and strategy-level concentrations., • Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including management and incentive fee structures, redemption terms, capacity rights, and co-investment or side-letter provisions. Participate in investment decision-making via Investment Committee membership., • Ongoing Manager Monitoring: Oversee continuous monitoring of all underlying portfolio managers, including regular performance attribution, risk factor analysis, operational reviews, personnel tracking, and adherence to agreed investment mandates. Identify warning signs of style drift, personnel changes, or governance concerns. Lead manager termination decisions when warranted, as demonstrated by Oxford’s rigorous ongoing monitoring process., • Relationship Management: Maintain and deepen relationships with leading hedge fund managers, prime brokers, industry consultants, and peer institutions to ensure Oxford’s access to top-tier, capacity-constrained managers. Represent Oxford in manager meetings, industry conferences, and investment forums., • Leadership & Mentorship: Lead, mentor, and develop junior investment staff to foster a high-performance, collaborative investment culture. Serve as a thought leader on alternative investment strategy, hedge fund manager evaluation, and risk factor investing., • Asset Allocation: Collaborate with the broader investment research team on asset allocation, risk management, and portfolio construction matters. II. Support MD Business Development and Client Servicing Requirements • Work closely with Oxford’s client-facing Managing Directors to support their business development and client servicing needs related to the Diversifier Strategies program., • Create and deliver presentations, as needed., • Attend client and prospect meetings, as needed., • Educate others by participating in various internal meetings, including the Investment Round Table, Investment Forum, CIO MD and FOS MD meetings. QUALIFICATIONS • BS/BA degree in finance, accounting, economics or related field required, • MBA and / or CFA designation preferred, • Minimum of ten years of investment experience, with substantial experience in alternative investments and hedge fund evaluation, • Must have demonstrated experience in hedge fund manager due diligence, selection, and monitoring across multiple alternative strategy types, • Must have deep knowledge of alternative investment strategies including, but not limited to, structured credit / ABS, convertible bond arbitrage, relative value, global macro, managed futures / CTA, quantitative multi-strategy, and credit/tail risk hedging, • Must have strong quantitative skills, including the ability to analyze hedge fund performance attribution, risk statistics, factor exposures, and cross-manager correlation analysis, • Experience with multi-manager portfolio construction and risk management across a convergent-to-divergent spectrum of strategies is strongly preferred, • Must have excellent computer skills in Microsoft Outlook, Excel, Word and PowerPoint; experience with Bloomberg, FactSet, or similar investment research platforms strongly preferred, • Must have a professional demeanor with the utmost respect for confidential matters, • Must be able to work independently and in a team environment, • Must have excellent written and verbal communication skills with strong interpersonal skills, • Must be detail oriented with excellent organizational skills, • Must have ability to multi-task, • Must have ability to work in a fast-paced environment, • Must have strong work ethic with a positive attitude WORKING CONDITIONS • Travel as business needs require, including manager visits, industry conferences, and client meetings, • Moderate periods of sitting utilizing a computer

Job Description Job Summary The Tax Manager is responsible for managing tax compliance and planning engagements, overseeing client relationships, and leading engagement teams to ensure accurate, timely, and compliant tax services. This role provides technical leadership, supervises staff, manages engagement economics, and advises clients on complex tax matters. Essential Functions • Manage and review federal, state, and local tax returns for individuals and business entities, • Lead tax planning, consulting, and advisory engagements for clients, • Supervise, coach, and evaluate tax engagement teams, • Serve as primary point of contact for assigned client relationships, • Manage engagement budgets, timelines, and resource allocation, • Support business development efforts and contribute to firm growth initiatives Required Qualifications • Bachelor’s degree in Accounting, Taxation, or related field, • Active CPA license, • Strong knowledge of federal, state, and local tax regulations, • Demonstrated experience managing tax engagements and client relationships, • Proficiency in tax preparation software and Microsoft Office applications Preferred Qualifications • Experience with complex or multi-entity tax structures, • Prior experience managing tax planning or advisory engagements Physical & Cognitive Demands • Prolonged periods of sitting and computer use, • Ability to lift up to 25 pounds occasionally, • Ability to analyze complex tax issues, exercise professional judgment, and manage competing priorities Work Environment Including Travel • Office, client site, or hybrid work environment, • Limited travel as needed for client meetings, • Moderate noise level typical of a professional office environment Who We Are At Mellott & Mellott, we combine the depth and sophistication of a leading advisory firm with the culture of a long-standing family business. For more than 70 years, we have served closely held businesses, nonprofit organizations, and high-net-worth individuals throughout the Tri-State region with tax, audit, and strategic advisory services. Our team of nearly 40 professionals is built on trust, responsiveness, and long-term relationships—with both clients and employees. Here, experienced professionals can make an immediate impact, build meaningful client relationships, and grow within a respected, collaborative firm. Why Join Us We know talented professionals want more than just another busy season. We offer a long-term career path in an environment that values flexibility, teamwork, and balance. Flexible scheduling and work-life balance outside of peak deadlines 37.5-hour standard workweek outside of busy season Opportunity to bank additional time worked during peak season for future time off Competitive benefits package including health insurance and 401(k) match Paid holidays and PTO Collaborative culture with long-tenured team members Direct access to leadership and real opportunities for advancement Monthly team events and a connected office environment Challenging, meaningful work with quality clients Disclosure Statement We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time. “Mellott & Mellott" is the brand name under which Mellott & Mellott, P.L.L. and Mellott Advisors, LLC provide professional services. Mellott & Mellott, P.L.L. and Mellott Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Mellott & Mellott, P.L.L. is a licensed independent CPA firm that provides attest services to its clients, and Mellott Advisors, LLC provides tax and business consulting services to their clients. Mellott Advisors, LLC is not a licensed CPA firm. #LI-JL1 Compensation Range: $100K - $125K

Title: Pricing Analyst Reports To: Pricing Manager Department: Revenue Strategy and Planning Location: Cincinnati, OH Position Status: Salary Exempt About DMG: Divisions Maintenance Group provides facility maintenance services to retail chains and distribution and fulfillment centers across the country. We are leading the way with our technology, creating world-class products that are revolutionizing the industry and fulfilling our brand promise of “Uninterrupted Peace of Mind.” DMG is a Certified Great Place to Work with a strong, inclusive culture and top-notch benefits. Job Summary: We are seeking a highly skilled and motivated Pricing Analyst to join our Deal Desk team at DMG. This role requires a strong proficiency in Excel and a keen ability to manage and meet strict deadlines, particularly in responding to Requests for Proposals (RFPs). The successful candidate will be adept at program managing and facilitating strategy across various teams including field teams, sales teams, sales leadership, and implementation teams. This position demands a high level of expertise in cleaning, manipulating, and analyzing data, and the ability to craft compelling narratives from this data to inform decision-making processes. The ideal candidate will thrive in a fast-paced environment, juggling multiple RFPs and ad hoc analyses simultaneously. What You'll Do: • RFP Management and Response: Efficiently manage and respond to RFPs, ensuring all deadlines are met with accurate and competitive pricing strategies., • Data Analysis and Storytelling: Clean, manipulate, and analyze data from various sources. Develop insightful narratives and presentations that effectively communicate findings and recommendations to stakeholders., • Cross-Team Collaboration: Work closely with field teams, sales teams, sales leadership, and implementation teams to develop and align pricing strategies., • Strategic Planning: Assist in developing and implementing pricing strategies and models that align with company goals and market trends., • Excel Proficiency: Utilize advanced Excel skills for data analysis, including the use of formulas, pivot tables, and data visualization tools., • Project Management: Oversee multiple projects simultaneously, ensuring efficient workflow and adherence to timelines., • Decision Support: Provide data-driven insights and recommendations to support decision-making processes at various organizational levels., • Market Analysis: Monitor and analyze market trends to inform pricing strategies and competitive positioning., • Reporting and Communication: Prepare regular reports on pricing analytics and market trends, and effectively communicate findings to relevant stakeholders., • Continuous Improvement: Continually seek ways to improve processes and practices related to pricing and data analysis. What You Need: • Bachelor's degree in Business, Finance, Economics, or a related field, • 1-3 years of pricing, sales, or analytics related fields., • Power BI, SQL, or CPQ experience is a plus., • High proficiency in Excel and data analysis tools., • Strong ability to work under pressure and meet tight deadlines., • Excellent leadership, communication, and interpersonal skills, • Ability to manage the stress of a fast-paced environment., • Ability to meet the in-person requirements of the team and/or business needs. What You'll Get: At DMG, you’ll be part of an amazing team that encourages learning, growth, and advancement. Our company has an entrepreneurial spirit that rewards self-starters and encourages employees to take charge of their own careers. Some of our many benefits include: • Health, dental and vision coverage on day 1., • Dollar-for-dollar 401K match up to 4% of salary with immediate 100% vesting., • Paid Primary and Secondary Caregiver leave., • Employee Assistance Program to assist with everyday challenges., • Paid time off to volunteer. Divisions Maintenance Group is an equal opportunity employer.

$35 - $100/hourpayEViewsMacroeconomicsAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Macroeconomic Modeling Specialist (EViews) Job Type: Contract Location: Remote Job Summary Join our customer's team as a Macroeconomic Modeling Specialist (EViews) and drive the creation, validation, and automation of advanced macroeconomic models. Leverage your expertise in EViews to develop robust time-series and forecasting solutions, contributing essential economic insights that inform key decisions at the organizational level. This remote opportunity is ideal for a passionate modeler who values clarity in communication and excellence in quantitative analysis. Key Responsibilities • Design and implement sophisticated time-series models such as VAR, VECM, ARIMA, and cointegration frameworks using EViews., • Conduct rigorous model diagnostics and validation to ensure robustness and reliability of forecasts., • Automate forecasting workflows for efficiency and scalability within the modeling process., • Translate complex statistical outputs into clear, actionable macroeconomic insights for both technical and non-technical stakeholders., • Document modeling approaches and results with precise, concise written reports., • Collaborate with the customer's team to integrate modeling results into broader economic narratives and policy recommendations., • Stay current with macroeconomic modeling best practices and EViews software updates. Required Skills and Qualifications • Extensive hands-on experience with EViews, including scripting and automation functionalities., • Proven expertise in building, estimating, and validating time-series models—especially VAR, VECM, ARIMA, and cointegration models., • Deep knowledge of model diagnostics, stability tests, and forecasting accuracy measures., • Strong quantitative background with the ability to explain complex modeling processes in clear written and verbal communication., • Demonstrated success in automating modeling and forecasting workflows., • Ability to extract economic meaning from statistical outputs and present findings insightfully., • Self-driven, detail-oriented, and adept at remote collaboration. Preferred Qualifications • Advanced degree in Economics, Econometrics, Applied Statistics, or related field., • Previous experience supporting central banks, policy institutions, or financial sector clients with macroeconomic modeling., • Familiarity with additional econometric software or programming languages (e.g., R, Python, Stata).

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & VisualizationAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

$45 - $65/hourpaymicro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale. Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Financial Planning and Analysis Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Analyze complex financial and marketing datasets to deliver actionable business intelligence., • Develop, refine, and implement advanced financial models, forecasts, and scenario analyses., • Create comprehensive rubrics using your field knowledge to enhance and refine AI models., • Prepare, review, and optimize financial reporting under US GAAP/IFRS standards., • Collaborate with cross-functional teams to support strategic planning and decision-making., • Ensure compliance with financial regulations and internal controls., • Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies. Required Skills and Qualifications: • Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field., • Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance., • Investment banking experience is highly preferred, • Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences., • Strong analytical mindset and attention to detail. Preferred Qualifications: • CPA, CFA, or a similar advanced financial certification., • 7+ years of overall professional experience., • In-depth experience with SaaS metrics and performance analytics.

$30 - $65/hourpayFinancemicro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale. Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Finance Expert Job Type: Contractor Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains., • Evaluate and refine financial models, reports, and documents to ensure accuracy and relevance., • Review and assess AI-generated outputs for correctness, clarity, and alignment with industry standards., • Collaborate with technical teams to communicate complex financial concepts effectively, both in written and verbal form., • Stay up-to-date with the latest trends and best practices in finance, particularly in the PE and IB sectors., • Deliver constructive, actionable recommendations to enhance AI training and outputs., • Serve as a subject matter expert, ensuring data integrity and the highest level of domain-specific nuance in all tasks. Required Skills and Qualifications: • Deep expertise in finance, with demonstrable experience in Private Equity and/or Investment Banking domains., • Exceptional written and verbal communication skills, able to explain intricate concepts clearly and concisely., • Strong analytical and problem-solving abilities, with a keen attention to detail., • Experience reviewing, editing, or creating complex financial materials., • Proven ability to work independently in a remote environment, managing deadlines and priorities efficiently., • High level of integrity and professional judgment in handling sensitive information., • Familiarity with industry standards, financial modeling, and reporting best practices. Preferred Qualifications: • Advanced degree in Finance, Economics, or a related field., • Prior experience contributing to AI, data annotation, or technology-driven finance projects., • Certifications such as CFA, CPA, or similar credentials are a distinct advantage.

Job DescriptionJob Opportunity – Vice President – Vitamin Team with Feldkamp Marketing in Cincinnati, OH Do you have executive-level CPG and retail leadership experience? Have you successfully led growth within the vitamin, wellness, or health-related categories? Are you excited by the opportunity to lead a high-impact team within a growing, innovative organization? If so, we would love to speak with you! This is a hybrid position with requirements to be in person for specific needs for the business; candidates must live within the Cincinnati area. Feldkamp Marketing is looking for a Vice President over the Vitamin Team. The Vice President will serve as a day-to-day leader of the Vitamin business and play a critical role in shaping and executing Feldkamp's long-term growth strategy within the category. This individual will be responsible for leading sales strategy, strengthening customer and supplier relationships, identifying growth opportunities, and delivering sustained revenue and category growth. Key Responsibilities • Develop and execute strategic sales plans aligned with annual and long-term growth objectives., • Own and drive revenue, volume, profitability, and distribution goals across the category., • Build and maintain strong relationships with Kroger leadership, category managers, and supplier partners., • Lead annual planning processes, customer reviews, and long-term strategic planning initiatives., • Prospect, secure, and onboard new supplier partners within the Vitamin category., • Lead teams responsible for analytics, promotional planning, forecasting, and execution., • Analyze business performance, competitive landscape, and market trends to identify opportunities and risks., • Implement disciplined forecasting, KPI tracking, and pipeline management processes., • Build, lead, and develop a high-performing multifunctional team., • Foster a collaborative, entrepreneurial, and results-oriented culture., • Partner closely with Analytics, Supply Chain, Operations, and supplier teams., • Support go-to-market strategies for innovation, new item launches, and promotional programs., • Leverage emerging technologies and AI-enabled efficiencies to improve execution and effectiveness. The ideal candidate will be a team player who enjoys interacting with people. Additionally, you must: • Bachelor's degree in business, marketing, or related field; required., • Experience in consumer-packaged goods and retailer-facing sales leadership; required., • Experience leading large multifunctional teams; required., • 10 – 15+ years of consumer-packaged goods sales experience, preferably within Vitamins, Wellness, Health & Beauty, or related categories., • Strong experience working directly with Kroger and deep understanding of Kroger systems and organizational structure., • Proven success leading national or multifunctional sales teams and managing large-scale customer relationships., • Demonstrated ability to grow existing business while developing new client opportunities., • Strong understanding of trade economics, promotional strategy, pricing, and customer P&Ls., • Excellent communication, presentation, and relationship-building skills., • Advanced proficiency in Excel, PowerPoint, analytics platforms, and data-driven selling tools., • Strategic thinker with strong executional discipline and entrepreneurial mindset. Company overview For nearly 40 years, Feldkamp Marketing has partnered with Kroger and leading consumer brands to drive category growth, strengthen retailer partnerships, and deliver strategic sales leadership across multiple categories. Today, Feldkamp represents more than 150 supplier partners and is recognized for deep expertise within Kroger systems, category strategy, analytics, and execution. Apply online today! #ZR

Job DescriptionJob Opportunity – Vice President – Vitamin Team with Feldkamp Marketing in Cincinnati, OH Do you have executive-level CPG and retail leadership experience? Have you successfully led growth within the vitamin, wellness, or health-related categories? Are you excited by the opportunity to lead a high-impact team within a growing, innovative organization? If so, we would love to speak with you! This is a hybrid position with requirements to be in person for specific needs for the business; candidates must live within the Cincinnati area. Feldkamp Marketing is looking for a Vice President over the Vitamin Team. The Vice President will serve as a day-to-day leader of the Vitamin business and play a critical role in shaping and executing Feldkamp's long-term growth strategy within the category. This individual will be responsible for leading sales strategy, strengthening customer and supplier relationships, identifying growth opportunities, and delivering sustained revenue and category growth. Key Responsibilities • Develop and execute strategic sales plans aligned with annual and long-term growth objectives., • Own and drive revenue, volume, profitability, and distribution goals across the category., • Build and maintain strong relationships with Kroger leadership, category managers, and supplier partners., • Lead annual planning processes, customer reviews, and long-term strategic planning initiatives., • Prospect, secure, and onboard new supplier partners within the Vitamin category., • Lead teams responsible for analytics, promotional planning, forecasting, and execution., • Analyze business performance, competitive landscape, and market trends to identify opportunities and risks., • Implement disciplined forecasting, KPI tracking, and pipeline management processes., • Build, lead, and develop a high-performing multifunctional team., • Foster a collaborative, entrepreneurial, and results-oriented culture., • Partner closely with Analytics, Supply Chain, Operations, and supplier teams., • Support go-to-market strategies for innovation, new item launches, and promotional programs., • Leverage emerging technologies and AI-enabled efficiencies to improve execution and effectiveness. The ideal candidate will be a team player who enjoys interacting with people. Additionally, you must: • Bachelor's degree in business, marketing, or related field; required., • Experience in consumer-packaged goods and retailer-facing sales leadership; required., • Experience leading large multifunctional teams; required., • 10 – 15+ years of consumer-packaged goods sales experience, preferably within Vitamins, Wellness, Health & Beauty, or related categories., • Strong experience working directly with Kroger and deep understanding of Kroger systems and organizational structure., • Proven success leading national or multifunctional sales teams and managing large-scale customer relationships., • Demonstrated ability to grow existing business while developing new client opportunities., • Strong understanding of trade economics, promotional strategy, pricing, and customer P&Ls., • Excellent communication, presentation, and relationship-building skills., • Advanced proficiency in Excel, PowerPoint, analytics platforms, and data-driven selling tools., • Strategic thinker with strong executional discipline and entrepreneurial mindset. Company overview For nearly 40 years, Feldkamp Marketing has partnered with Kroger and leading consumer brands to drive category growth, strengthen retailer partnerships, and deliver strategic sales leadership across multiple categories. Today, Feldkamp represents more than 150 supplier partners and is recognized for deep expertise within Kroger systems, category strategy, analytics, and execution. Apply online today! #ZR

Job DescriptionDescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Key Responsibilities • Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs., • Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals., • Build and maintain strong client relationships, fostering trust and long-term partnerships., • Acquire and manage a book of business, expanding the firm's client base., • Conduct thorough financial analyses and market research to identify investment opportunities., • Ensure compliance with all regulatory requirements and ethical standards., • Participate in business development activities, including networking and client acquisition., • Stay up-to-date on industry trends, regulations, and product offerings. Skills, Knowledge and Expertise • Experience as a Financial Advisor., • Active Series 65 or 66 license required., • Active Health and Life Insurance licenses required., • Established book of business required., • Strong understanding of financial planning principles, investment strategies, and insurance products., • Excellent communication, interpersonal, and presentation skills., • Proven ability to build and maintain client relationships., • Self-motivated, results-oriented, and able to work independently., • Bachelor's degree in finance, economics, or a related field preferred., • Proficient with financial planning software and CRM systems. BenefitsHealth Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.

Job Description Summary The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry. Responsibilities Financial Planning Duties: • Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings., • Organize and summarize living expense data from clients., • Assist with eMoney support / connecting accounts., • Track completion plan rate of each team member and provide analytics to aid results., • Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking., • Prepare client friendly financial reports., • When appropriate, attend client meetings in a learning capacity., • Participate on calls with outside mutual fund managers., • Research and other miscellaneous projects. Investment Duties: • Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client., • Produce the corporate bond buy list two to three days per week., • Update and maintain equity summary holding document., • Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials., • Assist Market Charts Committee to prepare investment and economic information for client meetings., • Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity., • Summarize and create weekly Investment meeting recap report to all advisor groups., • Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings. Requirements • Pursuing a bachelor’s degree in a related field (Finance, Economics, other applicable business degree, etc.)., • Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications., • Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail., • Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines., • Ability to organize responsibilities and determine priorities in a changing work environment., • Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment., • Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus. Please note: We do not offer company-sponsored housing or relocation for this internship.

Whether your background is in data science, astrophysics, economics, biostatistics, operations research, or any other quantitative field, if you think rigorously about data and models, your skills are directly applicable here. A bachelor's degree in a quantitative field is preferred (Statistics, Com