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Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our dynamic Reinsurance Operations team in the Life Actuarial department as a Reinsurance Analyst Senior! This is an exciting opportunity to play a vital role in leading reinsurance processes, from claims processing and treaty administration to financial reporting and audit support. You'll be responsible for managing reinsurance risk, ensuring regulatory compliance, and collaborating with business partners to drive effective decision-making. Strong critical thinking skills and excellent time management are essential as you navigate complex issues, interpret treaties, and deliver timely, accurate results. As a Reinsurance Analyst Senior, you will have the chance to lead special projects, identify process improvements, and contribute to a strong risk management framework. Plus, get ready to be part of a major initiative in 2026 as we implement a brand-new reinsurance system, offering unparalleled opportunities for professional growth and development! If you're a highly motivated individual with a passion for reinsurance and a desire to make a real impact, we encourage you to apply. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position. What you'll do: * Administers complex reinsurance, validates data, files, systems, and identifies discrepancies and related audit support. * Resolves complex issues and navigates obstacles to deliver work product. * Prepares complex reinsurance financial, management and regulatory reports. * May draft reinsurance treaties, Requests for Proposals (RFPs), and Letter of Agreement (LOAs), with the ability to negotiate terms under direct supervision. * Administers complex retention to ensure compliance with regulatory requirements, company limits, and reinsurance treaty requirements. * Demonstrates an understanding of key regulations impacting the reinsurance process. * Collaborates and maintains strong relationships with business partners and may perform in an advisory capacity to operational business leaders on matters pertaining to business initiatives or strategies. * Develops and maintains processes, procedures and tools. * Facilitates and reviews internal controls to ensure an effective and efficient reinsurance system and financial system. * Performs reinsurance transactions, analysis, reconciliations and research with knowledge of GAAP/ STAT accounting and other regulatory requirements. * Understands key regulatory implications that impact Reinsurance and resolves escalated accounting issues of a unique nature. * Leads and serves as a subject matter expert on special projects/audits related to reinsurance administration systems, legal contracts/treaties, new product launches and other initiatives. * Ensures reinsurer and compliance audit requests are completed and oversees coordination of responses to internal and external audit, and reinsurance business partners. * Serves as a resource and mentor to team members on all reinsurance related processes. * Reviews the work of less experienced team members and provides guidance and feedback when issues arise. * Proactively assists team leads and management with delegation of work, including support on escalated issues, project work, and any reinsurance trends or issues. * Approaches workload with an innovative perspective and makes recommendations to enhance efficiencies and assists in the identification of process improvement initiatives that further departmental goals and objectives. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 6 or more years of experience as an analyst. What sets you apart: * 4+ years of experience with Life Insurance and/or Annuity products. * Bachelor’s or Master’s degree in Statistics, Finance, Mathematics, Economics, or Accounting. * 4+ years of extensive experience working with Life and/or Annuity reinsurance administration. * 4+ years of the ability to read and interpret Life and/or Annuity reinsurance treaty language, and to apply it appropriately. * 4+ years of intermediate Microsoft Excel skills experience. * 2+ years of Visual Basic skills experience. * 2+ years of experience in Project Management. * 2+ years of basic knowledge of accounting. * 2+ years of basic Query, XML, and/or SQL skills. * 2+ years of experience with Oracle systems. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job DescriptionCompany Description For More Open Positions Visit us at: Our Mission WOONGJIN, Inc. is a rapidly growing team who provides a range of unique, exceptional, and enhanced services to our clients. We have a strong moral code that includes the service of goodness without expectations of reward. We are motivated by the sense of responsibility and servant leadership. Benefits • Medical Insurance, • Vision Insurance, • Dental Insurance, • 401(k), • Paid Sick hoursJob Description The Logistics Transportation Pricing Analyst is responsible for analyzing current market conditions and economic trends while continuously evaluating the efficiency of surface transportation cost routes. This role requires applying various factors to create an overall cost simulation, enabling the optimization of transportation pricing strategies to ensure cost-effectiveness and efficiency across logistics operations. Transportation Data Analytics: • Conduct internal and external transportation data analysis and cost research to support carrier negotiations., • Negotiate the cost of transporting raw materials and finished goods., • Conduct internal and external RFQ data analysis and cost research for carrier sourcing., • Obtain quotes from various suppliers and negotiate price, quantity, terms, and conditions with transportation brokers/carriers., • Collaborate with the legal team to ensure compliance with all business-related conditions in transportation contracts., • Evaluate suppliers’ quotes and provide detailed assessments of cost element breakdowns., • Bachelor's degree in Accounting, Finance, Supply Chain Management, Economics, Industrial Engineering or related field., • Minimum of 3 years of experience as a Logistics Analyst or in a similar role, with proven expertise and progressively increasing responsibilities., • Proficiency in Microsoft Access and Excel, with the ability to manipulate large datasets and create complex reports., • Strong analytical skills, with the ability to interpret data and provide actionable insights to improve logistics operations., • Excellent written and verbal communication skills, with the ability to effectively convey complex information to stakeholders at all levels., • Comfortable working with tables, charts, and numbers to present findings and recommendations., • Ability to thrive in a fast-paced environment and manage multiple priorities effectively., • Strong collaboration and interpersonal skills, with the ability to work effectively in cross-functional teams., • Willingness to work additional hours outside of regularly scheduled business hours, including weekends and holidays, to meet business needs., • Excellent reporting skills are required to present reports to management or clients on bidding plans and results., • Bilingual (English/Korean) Additional Information All your information will be kept confidential according to EEO guidelines. * NO C2C *

Job DescriptionDepartment: Clearing Operations Reports To: Clearing Operations Manager or Director of Operations Employment Type: Full‑Time Location: Addsion, TX Position SummaryThe Broker‑Dealer Operations Specialist plays a central role in the daily operational functions that support fully‑disclosed and omnibus introducing brokers within a clearing firm. This position ensures the accurate processing of trade activity, settlements, reconciliations, margin adjustments, corporate actions interactions, account maintenance, and compliance‑critical operational workflows.The Specialist serves as a subject‑matter expert (SME) in back‑office processes, clearing platform navigation, regulatory processing requirements, and cross‑department coordination. This role is essential in maintaining operational integrity, mitigating financial and regulatory risk, and delivering high‑quality service to introducing broker‑dealers. Key Responsibilities1. Trade Support & Lifecycle Processing • Process, validate, and reconcile daily trade activity across equities, fixed income, ETFs, mutual funds, and options., • Review and resolve trade breaks, DKs, unmatched allocations, or incorrect booking details., • Monitor and support the trade lifecycle from execution → allocation → comparison → settlement., • Coordinate with introducing brokers to correct trade discrepancies in a timely manner., • Ensure compliance with trade reporting (CAT, TRACE, MSRB, etc.) where operations responsibilities apply. 2. Clearing & Settlement Operations • Facilitate settlement via DTC/NSCC/OCC and custodial connections., • Monitor trade fails; support fail remediation, buy‑in processes, and settlement risk reduction., • Ensure settlement instructions, counterparty details, and funding requirements are accurate., • Coordinate with Settlements, Risk/Margin, and Treasury on settlement‑related funding and exposure impacts. 3. Account Maintenance & Operational Processing • Process new account openings, account transfers (ACATS), account updates, and restricted account workflows., • Review documentation and ensure account setup aligns with regulatory and internal policy requirements., • Monitor and process journaling of positions, cash movements, and corrections requests., • Support tax‑related operational events (cost basis adjustments, 1099 reporting updates, wash sale adjustments). 4. Reconciliations & Exception Management • Perform daily reconciliations of positions, cash, trade activity, and settlement status between internal books and external depositories., • Research and resolve breaks across DTC, NSCC, OCC, custodians, and the clearing platform., • Track operational exceptions and escalate aged items or risk‑sensitive exposures., • Maintain audit‑ready documentation for all reconciliations and event resolutions. 5. Corporate Actions & Income Processing Support(Note: Some firms separate these functions, but Ops Specialists often interface with them.) • Assist in processing dividends, interest, splits, mergers, tender offers, and other event types., • Validate that event entitlements and allocations are accurately applied to client accounts., • Coordinate with the Corporate Actions team to ensure reconciliation of proceeds and event instructions. 6. Client Service & Broker‑Dealer Support • Act as the operational point of contact for introducing broker‑dealers, providing guidance and timely responses., • Support brokers with inquiries involving trade corrections, account events, margin actions, and settlement outcomes., • Provide training and operational support for new brokers onboarding to the clearing platform., • Maintain strong communication channels to ensure operational clarity and prevent downstream errors. 7. Regulatory Adherence & Controls • Follow policies aligned with SEC, FINRA, OCC, and other regulatory bodies governing clearing operations., • Ensure books and records are maintained in compliance with Rule 17a‑3/4 and firm WSPs., • Support internal and external audits, regulatory examinations, and compliance reviews., • Identify gaps or risks in operational processes and recommend enhancements. 8. Technology, Systems, & Process Enhancements • Work within clearing and back‑office systems (e.g., Broadridge, BETA, FIS, proprietary platforms)., • Submit and validate tickets for system changes, data corrections, and workflow improvements., • Participate in User Acceptance Testing (UAT) for platform upgrades and automation tools., • Bachelor’s degree in Finance, Business, Economics, or related field (preferred but not mandatory with experience)., • 2–5 years of experience in broker‑dealer operations, clearing operations, settlements, or related back‑office functions., • Strong understanding of trade lifecycle, clearing processes, regulatory environment, and securities products., • FINRA Series 99 (Operations Professional) — strongly preferred., • Series 7 — a plus for understanding product‑level nuances., • High attention to detail and accuracy under deadlines., • Strong analytical and problem‑solving ability., • Excellent communication skills with both internal and external stakeholders., • Ability to manage multiple tasks in a fast‑paced, time‑sensitive environment., • Risk‑awareness mindset with proactive escalation habits., • Adaptability to evolving market conditions, regulatory changes, and operational demands.

The Supply Chain Manager will lead global procurement and inventory stocking strategies across a diverse international footprint. Reporting to the Senior Director of Warehouse, Production, and Assembly, this role is responsible for driving inventory efficiency, reducing carrying costs, diversifying suppliers, and ensuring operational excellence. The Manager will unify regional supply chains into a cohesive, standardized global function, developing and executing replenishment strategies that reduce reliance on single-source suppliers—particularly in China—and strengthen supplier networks in key regions supporting electrical and telecommunications products. This position requires a deep understanding of global procurement, supplier management, and industry-specific challenges, including compliance requirements and supply chain risks due to Tariffs Key Responsibilities • Lead the global Sales & Operations Planning (S&OP) process, ensuring procurement and replenishment strategies are aligned with demand forecasts, • Develop and execute fulfillment models and demand plans that support Sales and Project Management delivery requirements, • Manage demand variability and inventory control processes to balance service levels, cost, and inventory efficiency, • Drive planning and supply chain innovation by modernizing systems, improving replenishment processes, and leveraging ERP enhancements (SAP S4 HANA preferred), • Lead global sourcing and procurement teams to ensure a reliable, resilient, and diversified supply of materials across all regions in Americas, • Develop and implement a global sourcing strategy that reduces reliance on single‑source suppliers—particularly in China—for electrical and telecommunications components, • Integrate regional operations into a standardized global supply chain structure, improving visibility, consistency, and operational efficiency across the Americas, • Establish, monitor, and improve key performance indicators (KPIs) related to fulfillment performance, inventory turnover, cost reduction, and lead‑time improvement, • Partner cross‑functionally with Sales, Project Management, and regional teams to ensure seamless execution across sourcing, planning, and fulfillment, • Mentor and develop a high-performance Fulfillment team capable of executing complex, global sourcing strategies. Qualifications • 10–12 years of progressive experience in Global Planning, Sourcing, Operations and Procurement, • Proven experience managing global supply chains for electrical and/or telecommunications products, • Bachelor’s or MBA or Master’s in Supply Chain, Business, Economics, or a related field, • Preferred certifications: CSCP, CPSM, CPIM; Six Sigma Green or Black Belt, • Strong stakeholder engagement skills, with a focus on supplier development, cost control, and risk management, • High proficiency in ERP systems (SAP S4 HANA preferred), data analysis, and Microsoft Office Suite, • Demonstrated ability to lead global teams and execute strategic Planning initiatives needing extended hours during some weeks

Job Title: Senior Financial Analyst, FP&A (Manager level Candidate needed) Job Category: Finance & Accounting Department/Group: FP&A - Markets In Office: 4 Days a week in the Plano, TX office - 1 day remote Compensation - $135,000.00 -140,000.00 + 15% bonus Please note that this role is for a Financial Analyst with 7-10+ years of relevant experience * It has no people mgmt responsibilities. NO h1B, STEM OR OPT STEM APPLICATIONS PLEASE. POSITION SUMMARY The Senior Financial Analyst, FP&A will be responsible for supporting the Company’s financial forecast, annual budgeting process, and all enterprise market plans, including variance and budget analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing financial presentations, capital expenditure analysis & planning, industry/peer group comparisons, monthly forecasting and other projects requested by the EVP, VP and Directors. Advanced Excel skills required as there will be a modeling exercise. ROLE AND RESPONSIBILITIES • Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures., • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets., • Ad-Hoc Reporting and in-depth analysis to supporting Senior Management Team and Department heads., • Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams., • Support the coordination of the annual budgeting process. Gathering critical budget information, collaborating with operational stakeholders, and participating in budget review sessions., • Develop financial models and analyses to support strategic initiatives., • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes., • Partner and develop strong working relationships with various internal business unit heads to provide financial analysis and forecasting to support the business. QUALIFICATIONS AND EDUCATION REQUIREMENTS • A Bachelors Degree is required - Finance, Accounting, Economics or relevant to FP&A., • Highest standards of accuracy and precision; highly organized., • Articulate with excellent verbal and written communication skills, high EQ., • 7+ years’ experience in FP&A or transaction services advisory roles., • Outstanding analytic skills, a high degree of intellectual curiosity, must be comfortable engaging with senior leaders in addressing complex business issues and making recommendations from analysis., • This role has no supervisory responsibilities., • High degree of initiative in developing tools and reports to drive the business forward., • Highly technical : Advanced Excel, Tableau or Power BI. Experience with SQL, Dashboards, and/advanced PowerPoint a plus. Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to h___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: * The California Fair Chance Act*Los Angeles City Fair Chance Ordinance *Los Angeles County Fair Chance Ordinance for Employers *San Francisco Fair Chance Ordinance

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our dynamic Reinsurance Operations team in the Life Actuarial department as a Reinsurance Analyst Senior! This is an exciting opportunity to play a vital role in leading reinsurance processes, from claims processing and treaty administration to financial reporting and audit support. You'll be responsible for managing reinsurance risk, ensuring regulatory compliance, and collaborating with business partners to drive effective decision-making. Strong critical thinking skills and excellent time management are essential as you navigate complex issues, interpret treaties, and deliver timely, accurate results. As a Reinsurance Analyst Senior, you will have the chance to lead special projects, identify process improvements, and contribute to a strong risk management framework. Plus, get ready to be part of a major initiative in 2026 as we implement a brand-new reinsurance system, offering unparalleled opportunities for professional growth and development! If you're a highly motivated individual with a passion for reinsurance and a desire to make a real impact, we encourage you to apply. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position. What you'll do: * Administers complex reinsurance, validates data, files, systems, and identifies discrepancies and related audit support. * Resolves complex issues and navigates obstacles to deliver work product. * Prepares complex reinsurance financial, management and regulatory reports. * May draft reinsurance treaties, Requests for Proposals (RFPs), and Letter of Agreement (LOAs), with the ability to negotiate terms under direct supervision. * Administers complex retention to ensure compliance with regulatory requirements, company limits, and reinsurance treaty requirements. * Demonstrates an understanding of key regulations impacting the reinsurance process. * Collaborates and maintains strong relationships with business partners and may perform in an advisory capacity to operational business leaders on matters pertaining to business initiatives or strategies. * Develops and maintains processes, procedures and tools. * Facilitates and reviews internal controls to ensure an effective and efficient reinsurance system and financial system. * Performs reinsurance transactions, analysis, reconciliations and research with knowledge of GAAP/ STAT accounting and other regulatory requirements. * Understands key regulatory implications that impact Reinsurance and resolves escalated accounting issues of a unique nature. * Leads and serves as a subject matter expert on special projects/audits related to reinsurance administration systems, legal contracts/treaties, new product launches and other initiatives. * Ensures reinsurer and compliance audit requests are completed and oversees coordination of responses to internal and external audit, and reinsurance business partners. * Serves as a resource and mentor to team members on all reinsurance related processes. * Reviews the work of less experienced team members and provides guidance and feedback when issues arise. * Proactively assists team leads and management with delegation of work, including support on escalated issues, project work, and any reinsurance trends or issues. * Approaches workload with an innovative perspective and makes recommendations to enhance efficiencies and assists in the identification of process improvement initiatives that further departmental goals and objectives. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 6 or more years of experience as an analyst. What sets you apart: * 4+ years of experience with Life Insurance and/or Annuity products. * Bachelor's or Master's degree in Statistics, Finance, Mathematics, Economics, or Accounting. * 4+ years of extensive experience working with Life and/or Annuity reinsurance administration. * 4+ years of the ability to read and interpret Life and/or Annuity reinsurance treaty language, and to apply it appropriately. * 4+ years of intermediate Microsoft Excel skills experience. * 2+ years of Visual Basic skills experience. * 2+ years of experience in Project Management. * 2+ years of basic knowledge of accounting. * 2+ years of basic Query, XML, and/or SQL skills. * 2+ years of experience with Oracle systems. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description About Us Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply! Summary The Manager, Finance will oversee pricing and commercial margin governance and lead Finance review of customer-facing proposals. This individual will serve as the final Finance checkpoint in the estimation process – validating major cost inputs, ensuring margin discipline, and reinforcing financial accountability across quoting activity. This is a hands-on, high-impact role with significant visibility across Sales, Estimating, and Operations. The right candidate will bring strong business judgment, a working command of job costing and standard cost principles, and the ability to influence outcomes in a fast-paced, cross-functional environment. Prior experience mentoring or managing others is strongly preferred. This is a hybrid role, sitting in our offices in Plano, TX. Duties and Responsibilities • Lead Proposal Financial Review: Act as the final reviewer of pricing proposals to ensure appropriate burdening of labor, equipment, and overhead. Confirm that underlying assumptions are sound and aligned with both internal expectations and customer deliverables., • Maintain and Enforce Margin Standards: Apply a rigorous lens to proposed economics. Identify low-margin or structurally weak deals and work with commercial stakeholders to strengthen overall deal structure and profitability., • Partner Cross-functionally: Operate as a trusted partner to Sales, Estimating, and Operations. Use logic, clarity, and financial grounding to influence decisions and guide deal shaping without relying on formal authority., • Strengthen Processes and Controls: Help enhance workflows, pricing approval protocols, and documentation standards. Build scalable tools and governance structures that can support continued growth and complexity., • Support Strategic Finance Initiatives: Collaborate directly with the SVP, Global Finance and others as needed on cross-functional efforts tied to pricing, cost optimization, commercial performance, and/or general departmental needs. Take on projects that require structure, speed, and clear execution., • Coach and Uplift Others: Support and guide junior Finance team members on pricing, modeling, and analysis. Act as a consistent and credible voice in the team, with leadership opportunities ahead based on performance., • Bachelor’s degree in Finance, Accounting, Economics, or related discipline; MBA, CPA, or CMA preferred, • 6-10 years of progressive Finance experience with a focus on pricing, cost analysis, job costing, or FP&A in a manufacturing or project-based environment, • Strong technical understanding of cost burdening and margin analysis at both the item and job level, • Demonstrable experience reviewing and validating commercial proposals or pricing structures, • Familiarity with standard costing methodologies and their implications for deal economics, • Prior exposure to Microsoft Dynamics 365 (D365) and Salesforce Revenue Cloud (CPQ) is highly desirable, • Proven ability to collaborate across functions and influence outcomes with clarity and conviction, • Strong Excel modeling capabilities; able to build, audit, and adapt models for operational use Data Analysis, Inc (DAI) offers a comprehensive and competitive benefits program for eligible teammates and their families. This benefits program represents an integral part of the total rewards package you receive during your employment with us! Highlights include:: Health Coverage • Multiple medical plan options, including PPO and HSA plans., • 401(k) plan with eligibility after 1 month of employment., • Free basic life and AD&D insurance., • Free Employee Assistance Program (EAP) offering financial, legal, and emotional support for employees and dependents. Must be able to perform essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer and may also require the ability to lift up to 10 pounds. Equal Opportunity Employer Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Company DescriptionData Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

Job DescriptionDescription: Job Title- Senior Product Manager Department- Systems & Technology Reports to- VP, Software Engineering Location- Plano, TX Who we are-Founded in 1995, Elevate Aviation Group is the parent organization uniting Elevate Jet, Private Jet Services (PJS), and Elevate MRO under one standard of aviation excellence. We operate in the space between small operators and faceless corporations – large enough to deliver global capability, yet agile enough to provide true personal service. As we enter our fourth decade, we’re revolutionizing how we approach the market, combining decades of operational expertise with modern technology to deliver certainty, safety, and seamless experiences across every stage of private aviation – from charter to acquisition, management, and maintenance. Summary of position- We are seeking an experienced Senior Product Manager to drive the vision, strategy, and execution of our digital products within the private aviation ecosystem. This role focuses on leading the development of our web and mobile platforms used by clients to search, book, and manage private flights. As the Lead Product Manager, you will oversee the full product lifecycle—from discovery and design to launch and continuous improvement—ensuring that each initiative enhances user experience, operational efficiency, and brand excellence. You will collaborate closely with engineering, design, operations, and marketing teams to deliver high-impact aviation technology products that transform how clients interact with private aviation services. Essential Duties & Responsibilities- • Define and communicate the product vision, strategy, and roadmap for client-facing and internal aviation platforms., • Translate business goals and user feedback into clear product requirements, specifications, and success metrics., • Lead cross-functional collaboration between design, engineering, and operations teams to drive timely, high-quality product releases., • Prioritize and manage the product backlog, balancing new features, technical improvements, and strategic initiatives., • Conduct research and analysis of customer needs, competitive products, and market trends within private aviation., • Partner with engineering leads to shape technical architecture decisions aligned with product goals., • Champion user experience and operational reliability across flight search, booking, trip management, and communications features., • Proven success in managing cross-functional software products through the full lifecycle from concept to release., • Strong understanding of customer experience design, user research, and analytical tools., • Familiarity with agile product development, including backlog management and sprint planning using tools like ClickUp, Jira, or similar., • Excellent communication and leadership skills, with the ability to align teams around a shared vision., • Technical fluency in API-integrated products, mobile/web frameworks, and data-driven decision making., • Background in B2C and B2B product strategy within luxury travel or transportation., • Experience leading cross-platform (mobile and web) initiatives., • 7+ years of product management experience, • Experience working in aviation, travel technology, or other logistics-driven industries is highly preferred., • The typical work schedule includes five 8-hour shifts assigned to one of the established schedules within the department. Nights, weekends and/or holidays may be required to support the needs of the organization., • FLSA Status- full time exempt, • Lifting requirements- Up to 20lbs, • U.S. work authorization is a precondition of employment. Applicants must be authorized to work for ANY employer in the U.S., both now and at all future times. We are unable to sponsor or take over sponsorship of an employment Visa at this time.Requirements:

Job Description Job Summary: The Portfolio Manager is responsible for the strategic oversight, financial analysis, and performance optimization of the company’s worldwide portfolio of owned land, real estate, and hotel assets. This role leads portfolio-level analysis, asset oversight, and strategic recommendations to drive strong, risk-adjusted financial returns. Major capital allocation, acquisition, and disposition decisions remain subject to executive review and approval. The position focuses on asset-level financial performance, capital strategy, and portfolio optimization. The role emphasizes disciplined capital deployment, value creation, and long-term portfolio optimization, supported by financial analysis and return metrics such as Internal Rate of Return (IRR), cash-on-cash return, and capital efficiency. A critical initial focus of this role is to establish a comprehensive and accurate global property database, including ownership documentation, contracts, and technical records, by collaborating closely with regional and country leadership. The role requires strong cross-cultural communication, time zone flexibility, and proactive coordination to collect, organize, and maintain asset information globally. The position partners cross-functionally with Finance, Legal, Tax, Operations, and external advisors to ensure assets are managed strategically, compliantly, and efficiently. Essential Duties and Responsibilities: A successful Portfolio Manager satisfactorily performs these general categories of duties. Responsibilities include, but are not limited to: Portfolio Strategy & Financial Performance: • Lead the strategic management of the company’s global portfolio of land, real estate, and hotel assets through financial analysis, asset oversight, and strategic recommendations, subject to executive approval for major capital decisions., • Develop sophisticated financial models, valuations, and scenario analyses to assess asset performance, capital allocation alternatives, and investment opportunities., • Identify and evaluate opportunities for development, redevelopment, repositioning, leasing, joint ventures, acquisitions, and dispositions to maximize portfolio value., • Prepare detailed business cases, investment recommendations, and executive-level reporting on portfolio performance and strategic initiatives., • Establish and maintain portfolio KPIs, dashboards, and performance metrics., • Evaluate portfolio performance using return-based metrics, including IRR, cash-on-cash return, capital efficiency, and risk-adjusted return measures., • Support long-range capital planning, budgeting, and forecasting for global real estate and hospitality investments.Global Asset Inventory & Data Management, • Build and maintain a complete and accurate global property inventory, including ownership certificates, title documentation, contracts, leases, technical drawings, site plans, and operational data., • Partner with Country Managers and regional leadership to collect, verify, and standardize asset information across all global locations., • Develop standardized documentation processes, templates, and governance standards to ensure data consistency, accuracy and integrity., • Coordinate with Legal, Finance, and external advisors to validate ownership structures, contractual terms, and compliance requirements., • Implement systems, tools and reporting processes to centralize asset data and enhance portfolio visibility.Cross-Functional & Global Collaboration, • Serve as the primary liaison between headquarters and Country Managers regarding portfolio strategy, asset performance, and capital planning., • Collaborate with Finance, Accounting, Legal, Tax, Compliance, and Operations to ensure regulatory compliance, risk management, and financial accuracy., • Manage relationships with external advisors, brokers, appraisers, architects, developers, property managers, and hotel consultants., • Lead financial and commercial due diligence for acquisitions, dispositions, development projects, and strategic partnerships.Hotel Asset Oversight, • Provide asset-level financial oversight of company-owned hotel investments, with a focus on returns, capital planning, and performance optimization rather than daily operational management., • Evaluate hotel investment performance, capital improvement plans, and repositioning strategies and return potential., • Partner with hotel operators and hospitality consultants to optimize occupancy, revenue performance, guest experience metrics, and asset value., • Monitor hospitality market trends, competitive positioning, and economic drivers to inform portfolio strategy.Operational Excellence & Risk Management, • Monitor market conditions, zoning changes, environmental regulations, geopolitical factors, and economic trends impacting global real estate holdings., • Identify, assess, and mitigate portfolio risks related to legal exposure, regulatory compliance, environmental considerations, capital deployment, and market volatility Education & Experience • Bachelor’s degree in Finance, Real Estate, Business, Economics, or related field required; MBA or advanced degree preferred., • 7+ years of experience in real estate portfolio management, asset management, investments, corporate finance, or related fields., • Portfolio-level perspective focused on value creation, risk management, and long-term performance., • Demonstrated experience managing multi-site and preferably global real estate portfolios., • Financial rigor, disciplined capital allocation, and return optimization., • Strategic analysis, asset oversight, and executive-level recommendations., • Experience with hotel, hospitality, or mixed-use assets strongly preferred. Knowledge & Skills • Strong financial modeling, valuation, and analytical skills., • Ability to build structure and clarity from incomplete or decentralized data environments., • Strong cross-cultural communication and stakeholder engagement skills., • Demonstrated ability to operate effectively across multiple time zones., • Excellent executive communication, presentation, and influencing capabilities., • High degree of ownership, initiative, and problem-solving ability., • Advanced proficiency in Excel and financial analysis tools; experience with real estate portfolio systems preferred.

Job Description At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge. Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity. We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day. At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions. Summary We have an exceptional opportunity for the right individual as an Analyst, supporting a team specializing in tenant representation brokerage with global portfolios consisting of industrial and office assets. Essential duties and responsibilities • Extensive interaction with existing clients in support of Senior Brokers in account management activities, • Detailed financial analysis of client’s real estate portfolios and individual transactions, • Market research and analysis globally, with a concentration in North America, • Utilization of real estate dashboard technology and labor analytics, • Preparation of presentation materials for clients and prospective clients, • Ad hoc administrative functions related to business operations, • Outstanding work ethic and commitment to individual and organizational success, • Exemplary business ethics, professionalism, and integrity, • The ability to effectively conduct research with attention to detail, and the overall business acumen to assemble details into a big picture view, • A desire to work within a performance-based environment, as evidenced by your ability to self-direct and take ownership of your personal development, • True commitment to creating long-term partnerships with our client partners, • Strong organizational skills and the ability to manage multiple tasks and priorities simultaneously in a fast-paced environment, • The ability to work both independently and also as part of a team, • BBA in Finance, Real Estate, or related business or economics field preferred, • Real Estate License (or actively working toward obtaining Real Estate License), • Past experience or genuine interest in commercial real estate, • Demonstrated ability to achieve goals, • Flexibility to travel as business opportunities dictate Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary. Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. Job Type: Full-time About Cresa Global, Inc. Cresa is the world's largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions. Delivered across every industry, its services include Consulting, Facilities Management, Global Portfolio Solutions, Capital Markets / Strategies, Lease Administration, Location Strategy & Economic Development Incentives, Project Management, Transaction Management and Workplace Intelligence. With over 1000 employees in more than 80 offices globally, Cresa partners with occupiers everywhere. For more information, please visit cresa.com

Job DescriptionData AnalystLocation: Plano, TXPosition SummaryThe Data Analyst serves as the key interface between business and operations, providing analytical support for day-to-day operational performance. This role gathers and analyzes data from across the organization and translates complex findings into clear, actionable insights for stakeholders at all levels.The ideal candidate will build and maintain data models, evaluate business processes, monitor data quality, and perform detailed research and statistical analysis to improve operational efficiency and performance outcomes. This position works under limited supervision and requires strong initiative and independent judgment.Key Responsibilities • Collaborate with internal and external stakeholders to understand business requirements and translate them into analytical solutions, • Analyze transactional, financial, operational, and customer account data to support business decision-making, • Identify trends, anomalies, and data quality issues across large and complex datasets, • Develop and maintain dashboards, reports, and data visualizations for executives and operational teams, • Apply statistical methods and analytical techniques to evaluate business performance, • Convert complex datasets into clear, business-friendly insights and executive summaries, • Perform root cause analysis on operational issues, system defects, and performance irregularities, • Validate data accuracy by identifying gaps, inconsistencies, and redundancies across source systems, • Extract, integrate, and manage data from CRM systems, databases, and operational platforms, • Document findings, methodologies, and recommendations in technical and non-technical formats, • Support forecasting, planning initiatives, and performance improvement projects, • Troubleshoot data, system, and process-related issues in coordination with technology and operations teamsQualifications, • Self-starter with the ability to work independently in a fast-paced, high-pressure environment, • Strong analytical, troubleshooting, and problem-solving skills, • Excellent written and verbal communication skills, including the ability to present findings to senior leadership, • Ability to prioritize tasks and support multiple department managersTechnical Skills, • Advanced proficiency in Excel, Power BI, and SQL, • Intermediate proficiency in Word, PowerPoint, and other Microsoft Office applications (Visio, Access), • Strong understanding of data modeling, statistical analysis, and reporting techniques, • Experience or exposure to AI/ML concepts (predictive analytics, anomaly detection, pattern recognition) is a plusEducation & Experience, • Bachelor’s degree in Business, Economics, Finance, Accounting, Information Systems, or related field (or significant progress toward degree), • 3–4 years of experience in data analysis, reporting, research, or analytical design workWork Environment, • Office-based role requiring extensive computer use, • Occasional standing, walking, and lifting up to 20 pounds, • Moderate noise level typical of a professional office setting

Job Description Location: Richardson, TX (In-Office Only) Employment Type: Full-Time About Xite Xite is a prominent healthcare M&A advisory and practice brokerage firm devoted to sell-side representation for high-performing dental, medical, plastic surgery, urgent care, emergency room, and related healthcare practices. Leveraging our extensive expertise in private equity, buyer dynamics, and practice-level financial performance, we provide strategic, data-driven outcomes for healthcare entrepreneurs across the nation. We are experiencing rapid growth and are looking for an M&A Analyst with DSO or MSO experience to join our team at our headquarters in Richardson, Texas. Requirements As an M&A Analyst at Xite, you will be integral in supporting our advisory, brokerage, and valuation teams. The position requires an analytical mindset and client-facing skills, allowing you to engage meaningfully throughout the transaction lifecycle. Your responsibilities will include analyzing financial and operational metrics of medical practices, developing marketing materials for potential buyers and investors, negotiating transactions, collaborating with both buy and sell side legal counsels, and working with accounting firms throughout the QofE process. Required Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline, • 2+ years of experience in a DSO (Dental Service Organization) or MSO (Managed Service Organization) environment, • Proficiency in advanced Excel and financial modeling techniques, • Strong foundation in EBITDA and SDE analysis, valuation multiples, and M&A terminology, • Exceptional understanding of platform and bolt-on structures, • Experience in lending and underwriting for medical asset sales, • Familiarity with Salesforce and EMR/practice management systems such as Dentrix, Open Dental, EagleSoft, EZDerm, or similar Key Responsibilities: • Analyze and recast financial statements of healthcare practices, including P&Ls, balance sheets, tax returns, and operational reports, • Draft, compare, and review IOIs and LOIs, • Create and maintain comprehensive valuation models encompassing EBITDA normalization, pro forma projections, and various scenario analyses, • Pull and analyze data from practice management and EMR software, reconciling operational metrics to financial reports, • Assist in preparing Confidential Information Memoranda (CIMs), teasers, and financial exhibits for active transactions, • Contribute to due diligence processes, including managing data rooms and responding to queries from buyers and investors, • Conduct thorough market research and benchmark practices’ financial performance against similar entities and transactions, • Support brokers and directors with insights regarding deal structuring, pricing strategies, business development preparation, and negotiation tactics, • This position involves regular interaction with clients, buyers, CPAs, analysts, and attorneys, and significant responsibility in transaction management. Benefits • Health & Wellness, • Employer-subsidized medical insurance available after 30 days, • Financial Security, • Competitive salary with potential performance-based bonuses, • 401(k) Retirement plan with company matching, • Work-Life Balance, • Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure), • Flexible scheduling for personal commitments, • Professional Development, • Opportunities for career growth & leadership development, • Support for relevant certifications & industry training, • Company Culture, • Innovative, technology-driven work environment, • Regular team-building activities & events

Job Description A nationally recognized Top 100 P&C agency with approximately $40M in annual revenue last year and consistent year-over-year growth is expanding its Employee Benefits presence in the DFW market. They are seeking an established Employee Benefits Producer who operates at a high level and wants stronger economics, deeper resources, and long-term equity participation. This is not an entry-level production role. This is for a proven producer with an established book, strong relationships, and a reputation in the DFW business community. If you have a portable book, the agency is open to purchasing it. If you need assistance navigating a non-compete or buyout, they will structure a solution. If you want to scale aggressively, they have the infrastructure and capital to support it. DFW remains one of the fastest-growing employer markets in the country. The agency is investing heavily in expanding its Benefits division and wants a market leader who can anchor and accelerate that growth. If you are capped on commissions, limited by carrier access, or weighed down by service responsibilities that restrict production time, this is a platform upgrade. Compensation • 40% commission on new business AND renewals, • Total income typically ranges from $250K to $300K+, depending on production, • Open to buying an existing, portable book but buyout structures can be addressed, • ESOP participation, • 401K with company match, • 5+ years of Employee Benefits production experience, • Proven track record generating and retaining mid-market group benefits accounts, • Experience with medical, ancillary, and voluntary benefits programs, • Strong presence in the DFW business community, • Entrepreneurial mindset with a long-term growth focus

Job Description Summary CSG Investments, Inc. (CSG) is a Plano, Texas based institution that provides a single source of debt capital for all types of commercial and industrial customers between $100 million and $1 billion. CSG seeks to make direct debt investments in companies across multiple sectors secured by tangible collateral, funded exclusively or primarily by Beal Bank USA. CSG is a wholly-owned affiliate of Beal Bank USA, a multibillion-dollar commercial bank. CSG is actively searching for sharp, critical thinking individuals with an interest in deep value lending to join the organization as Investment Analysts. This role requires strong accounting and finance skills combined with a desire to develop business acumen. The position is on-site in our Plano, TX headquarters. Essential Duties and Responsibilities (Include but are not limited to) • Review new investment opportunities primarily through broadly syndicated loans and/or bilateral originated transactions, • Review materials provided by potential borrowers or their advisors, • Perform fundamental credit analysis, • Prepare excel models of prospective borrowers, • Analyze capital structure and credit documentation, • Assess financial, operating and bankruptcy/restructuring prospects, • Prepare investment presentations, • Review due diligence provided by third party providers, • Perform direct due diligence, • Research companies, industries and debt markets, • Monitor and evaluate existing loans, • Work on special projects from time to time as requested Qualifications • Passion for deep value lending, • Desire to learn about various businesses and industries, • Understanding of accounting and financial statements, • Excel modeling skills, • Bachelor’s degree, with substantial exposure to some combination of accounting, finance and economics, • 0 years of related work experience; this position is for recent graduates, • Strong attention to detail, • Strong written and oral communication skills What you will Learn • How to underwrite and due diligence potential lending transactions, • How to negotiate and document large credit transactions, • How to protect the lender’s interests over the life of the loan, • How to manage a loan from origination to payoff Benefits options include: • Medical, dental and vision coverage, • 401K with company match, • 11 paid holidays, • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis, • Applicant may be eligible for annual discretionary bonus No relocation assistance provided. If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Beal Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Notice to California Residents: Beal Bank USA, Beal Service Corporation, CLMG Corp. and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Job Description Business Development Director – Dallas, TX Are you confident, driven, and skilled at building relationships? Do you excel in B2B sales, have strong business acumen, and thrive in dynamic environments? If so, this opportunity is for you. We are a global organization specializing in delivering solutions that drive measurable results by inspiring and motivating people. We work with clients to align their strategic objectives with innovative programs that engage employees, sales teams, channel partners, and customers. Our solutions are rooted in the principles of behavioral economics and are designed to achieve impactful results at local, national, and global levels. We are looking for a Business Development Director to join our regional sales team. This role is based in the Dallas, TX area and focuses on accounts in that area. Role Overview As a Business Development Director, you will: • Identify and pursue new business opportunities., • Build and nurture client relationships by understanding their critical business goals., • Collaborate with a team of subject matter experts to craft and deliver solutions that meet client needs., • Manage complex sales cycles ranging from three to twelve months., • Located in the Dallas, TX area., • Minimum of 7 years of experience in B2B sales with Fortune 1000 companies., • Proven ability to secure new business, particularly in selling marketing solutions or professional services., • Demonstrated history of growing revenue in large accounts., • Career stability, with no more than three employers in the past 10 years., • Strong proficiency in Microsoft Office Suite; familiarity with web, SaaS, or mobile applications is a bonus. This role offers uncapped earning potential with: • A base salary of $135,000 plus commissions based on revenue performance., • Annual bonuses tied to sales productivity and revenue profitability., • Additional performance bonuses in the first two years for achieving key sales activities., • Comprehensive benefits, including car allowance, company laptop, mobile device reimbursement, and expense account for client entertainment.

Job DescriptionJob Summary: In this role, you will develop analytical insights to identify payment anomalies in client’s healthcare claims data. To be successful in the role, you will have sound knowledge and experience with Statistical Models, Data Mining, and building dashboards to deliver insights, insights communication and presentation, as well as demonstrating the ability to combine advanced analytics skills with exceptional business acumen. The Data Analyst II will collaborate with cross-functional teams to translate complex data findings into clear, concise, and actionable recommendations. This position is only eligible for legal residents of the United States of America. This position is a remote position. Key Responsibilities: Data Analysis and Interpretation: • Develop a deep understanding of the key initiative of the organization and be able to provide analytical solutions that provides actionable recommendations to drive the success of the key initiatives., • On-going monitoring of product lines including but not limited to the success metrics for each model and dashboards required for executive decision-making., • Collect, clean, and analyze data from multiple sources to identify trends, patterns, and insights., • Apply statistical methods and advanced analytical techniques to solve business challenges and provide forecasts or predictive models., • Monitor data integrity by conducting regular audits and ensuring accuracy and completeness of datasets.Data Visualization and Reporting:, • Develop dashboards using claims and eligibility data with analytical insights to assist in executive decision making., • Work with business stakeholders to understand their goals, challenges, and opportunities, and translate their needs into analytical projects., • Prepare on-demand analyses and ad-hoc reports and insights., • Present findings to stakeholders and translate insights into strategic recommendations.Development and Testing:, • Identify opportunities to automate data processes, streamline workflows, and improve reporting efficiency., • Document analytical methodologies, data workflows, and insights to ensure transparency and knowledge sharing across the organization.Business Partner Collaboration:, • Communicate analytical findings and recommendations in a clear and concise way to non-technical audiences, both in oral and written presentations., • Work closely with Information Management teams to automate recurring tasks and improve processes to continually increase efficiency.Qualifications:, • Education:, • Bachelor’s degree in business, economics, finance, mathematics or related field., • Experience:, • A minimum of five (5) years of analytical work experience with healthcare claims data, • Experience and understanding of data analysis and appropriate application of these capabilities in a business performance environment, • SQL: 5+ years (Required), • Healthcare claims: 5+ years (Required)Technical Skills:, • Proficiency in SQL and experience with data querying and database management., • Experience with data visualization tools such as Tableau, Power BI, or QlikView., • Familiarity with statistical software or programming languages (e.g., R, Python, SAS, or SPSS)., • Working knowledge of ETL processes and data pipelinesKey Competencies:, • Demonstrated ability to analyze data and synthesize findings into clear insights., • Experience with statistical analysis, forecasting, regression models, and predictive analysis., • Strong attention to detail and a commitment to accuracy., • Proven ability to work independently and collaboratively in a fast-paced, team-oriented environment., • Curiosity, adaptability, and eagerness to learn and apply new technologies or methods., • Strong written and verbal communication skills. Who is SmartLight Analytics: SmartLight Analytics was formed by a group of industry insiders who wanted to make a meaningful impact on the rising cost of healthcare. With this end in mind, SmartLight works for self-funded employers to reduce the wasteful spend in their healthcare plan through our proprietary data analysis. Our process works behind the scenes to save money without interrupting employee benefits or requiring employee behavior changes. Powered by JazzHR Ajn1gkA3hj

Job Description A nationally recognized Top 100 P&C agency with approximately $40M in annual revenue last year and consistent year-over-year growth is expanding its footprint in the DFW market. They are hiring an established Commercial Lines Producer who already operates at a high level and wants more autonomy, better economics, and long-term equity upside. This is not a starter producer role. This is for someone who already has an established book, strong market relationships, and a reputation in the DFW business community. If you have a portable book, the agency is open to purchasing it. If you need assistance navigating a non-compete or buyout, they will structure a solution. If you want to scale aggressively, they have the infrastructure and capital to support it. DFW remains one of the fastest-growing markets in the country. The agency is investing heavily in expanding its commercial lines division and wants a market leader who can anchor and accelerate that growth. If you are capped on commissions, limited by carrier access, or weighed down by service responsibilities that restrict production time, this is a platform upgrade. Compensation • 40% commission on new business AND renewals, • Total income range typically falls between $250K and $300K+, depending on production, • Open to buying an existing, portable book, • ESOP participation, • 401K with company match, • 5+ years of Commercial Lines production experience, • Proven track record of generating and retaining middle-market accounts, • Existing, portable book preferred if not they will work out your buyout., • Strong presence in the DFW market, • Entrepreneurial mindset with long-term growth focus

Job DescriptionJob Title: Texas Medicaid Analyst Location: Texas (Remote/Hybrid/On-site) Department: Healthcare Policy / Medicaid Operations / Government Programs Reports To: Medicaid Program Manager or Director of Government Programs Position Summary The Texas Medicaid Analyst is responsible for analyzing, monitoring, and supporting operations related to the Texas Medicaid program. This role evaluates Medicaid policies, monitors client's finances for compliance, and prepares applications for submission. The analyst collaborates with internal teams, providers, and government agencies for accuracy, and policy implementation. Key Responsibilities • Understanding of Texas Medicaid policies and regulations, • Monitors updates from the Texas Health and Human Services Commission, • Develop reports, dashboards, and data analysis to inform leadership and stakeholders., • Bachelor’s degree in Healthcare Administration, Public Health, Health Policy, Business, Economics, or related field, • 2–5 years of experience in Medicaid for the Elderly and Disabled, • Knowledge of Texas Medicaid policies and HHSC regulations, • Strong analytical and problem-solving skills, • Proficiency in Microsoft Office, • Ability to interpret complex regulations

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for monitoring client exposures, calculating margin requirements, evaluating collateral sufficiency, assessing accountlevel risk concentrations, and identifying potential sources of volatilitydriven losses across equities, options, fixed income, futures (if applicable), and other supported asset classes. The Analyst evaluates realtime and endofday risk positions, leveraging margin methodologies (e.g., Reg T, portfolio margin, house rules, DTCC, OCC and clearinghouse models), exposure analytics, and market conditions to ensure the firm maintains appropriate capital buffers and risk controls. The role requires strong quantitative, analytical, regulatory, and communication skills, as well as the ability to operate effectively in timesensitive environments. Key Responsibilities 1. Exposure & Margin Monitoring • Calculate and monitor margin requirements using Reg T, portfolio margin, daytrading margin, and house margin policies., • Assess client and introducing broker positions for concentration risk, leverage risk, volatility exposure, and liquidation risk., • Identify accounts approaching or breaching limits and escalate appropriately to supervisors, introducing brokers, and management., • Perform realtime exposure monitoring during volatile market periods or highrisk events (e.g., earnings, corporate actions).2. Collateral & Liquidity Management, • Validate collateral deposits, cash movements, and securities pledges., • Monitor collateral sufficiency relative to account exposures and house requirements., • Coordinate with operations, treasury, and finance teams on margin calls, deposits, and funding obligations., • Identify intraday liquidity risks that could impact the clearing firms capital or settlement obligations.3. Margin Call Processing, • Issue, track, and enforce margin calls, maintenance calls, house calls, and Fed calls in accordance with regulatory and firm policies., • Communicate directly with introducing brokerdealers regarding calls, deadlines, escalation paths, and potential liquidations., • Support operational teams in initiating liquidations when calls are not met.4. Market & Credit Risk Analysis, • Perform stress testing, scenario analysis, and sensitivity analysis on portfolios and counterparties., • Analyze large or complex positions for heightened risk (e.g., concentrated options positions, highbeta equities, shortdated options)., • Evaluate counterparties and introducing brokers for exposure risks, creditworthiness, and position volatility., • Identify emerging risks based on market conditions, events, or product types.5. Regulatory Adherence & Controls, • Ensure margin practices comply with FINRA, SEC, FRB Regulation T, and OCC margin rules., • Maintain detailed audit trails, documentation, and supervisory evidence for regulatory exams., • Support compliance teams during FINRA/SEC/OCC reviews and internal audits., • Help maintain and update Written Supervisory Procedures (WSPs) related to margin and risk functions.6. Data Analytics, Reporting & Technology, • Produce daily, weekly, and monthly exposure and margin reports for risk management, operations, and senior leadership., • Validate riskengine outputs, margin calculations, and data integrity across systems., • Partner with technology teams to improve risk systems, dashboards, and analytics tools., • Participate in user acceptance testing (UAT) for upgrades, new risk models, and workflow improvements.7. Client & Internal Stakeholder Communication, • Act as a subjectmatter expert for margin policies, exposure analytics, and industry rules., • Provide guidance to introducing brokers on margin requirements, risk mitigation, and productspecific risks., • Bachelors degree in Finance, Economics, Mathematics, Statistics, Engineering, or related field., • 25 years of experience in risk management, margin operations, clearing, brokerdealer operations, or derivatives analysis., • Strong knowledge of securities markets, options Greek sensitivities, margin methodologies, and risk models., • Intermediate to advanced Excel skills (pivot tables, VLOOKUP, modeling) and familiarity with risk analytics platforms., • Ability to quickly interpret large datasets and complex financial information., • FINRA Series 7 strong plus for understanding products., • FINRA Series 99 preferred for operations roles., • Strong analytical, quantitative, and criticalthinking abilities., • Excellent communication skills for explaining complex concepts to nontechnical stakeholders., • High attention to detail; ability to detect anomalies and uncover hidden exposures., • Ability to perform under pressure during market volatility or operational deadlines., • Problemsolving mindset with initiative to prevent risk before it materializes., • Ability to independently escalate issues using sound judgment.

Job DescriptionCompany Description 1 yr contract (On-site) Pay Rate: $33/hr DOE English/Korean Bilingual Required Job Description The Logistics Transportation Pricing Analyst is responsible for analyzing current market conditions and economic trends while continuously evaluating the efficiency of surface transportation cost routes. This role requires applying various factors to create an overall cost simulation, enabling the optimization of transportation pricing strategies to ensure cost-effectiveness and efficiency across logistics operations. Key Responsibilities: • Transportation Data Analytics:, • Conduct internal and external transportation data analysis and cost research to support carrier negotiations., • Simulate scenario-based cost estimations to identify the most optimal transportation solutions., • Carrier Negotiations:, • Negotiate the cost of transporting raw materials and finished goods., • Coordinate transportation activities, ensuring smooth communication and proper completion of necessary paperwork., • RFP Administration:, • Conduct internal and external RFQ data analysis and cost research for carrier sourcing., • Obtain quotes from various suppliers and negotiate price, quantity, terms, and conditions with transportation brokers/carriers., • Identify key factors to aid in price negotiations with carriers during the RFP process., • Contract Administration:, • Collaborate with the legal team to ensure compliance with all business-related conditions in transportation contracts., • Oversee the company’s internal procurement system throughout the sourcing process., • Supplier Evaluation and Comparison:, • Evaluate suppliers’ quotes and provide detailed assessments of cost element breakdowns., • Maintain quote comparisons with financial simulations and offer data-driven recommendations for selecting freight forwarders and carriersQualifications, • English/Korean Bilingual Required, • Bachelor's degree in Accounting, Finance, Supply Chain Management, Economics, Industrial Engineering or related field., • Minimum of 3 year of experience as a Logistics Analyst or in a similar role, with proven expertise and progressively increasing responsibilities., • Proficiency in Microsoft Access and Excel, with the ability to manipulate large datasets and create complex reports., • Strong analytical skills, with the ability to interpret data and provide actionable insights to improve logistics operations., • Excellent written and verbal communication skills, with the ability to effectively convey complex information to stakeholders at all levels., • Comfortable working with tables, charts, and numbers to present findings and recommendations., • Ability to thrive in a fast-paced environment and manage multiple priorities effectively., • Strong collaboration and interpersonal skills, with the ability to work effectively in cross-functional teams., • Willingness to work additional hours outside of regularly scheduled business hours, including weekends and holidays, to meet business needs. Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description We are seeking an experienced Associate Tax Manager to join our team on a long-term contract basis in Plano, Texas. This position focuses on federal and state tax provisions, corporate tax returns, and reviewing tax documentation to ensure accuracy and compliance. Ideal candidates will possess strong expertise in ASC 740 and tax reporting, contributing immediately to the team's ongoing initiatives. This is a 5-month contract position Hybrid work schedule (in office Tu, We, Thu / work remote M,F) Associate Tax Manager (contract position): Responsibilities: • Review federal and state tax returns for accuracy and compliance before submission to third-party providers., • Prepare and analyze tax provisions, ensuring adherence to regulatory requirements., • Generate detailed reports and perform tax calculations to support corporate filings., • Collaborate with internal teams to finalize tax documentation and provisions., • Participate in year-end tax processes, including thorough reviews and provision adjustments., • Utilize software tools such as Microsoft Office, Oracle, Hyperion, and Workiva for tax reporting and calculations., • Maintain up-to-date knowledge of ASC 740 and apply it to tax-related tasks., • Ensure timely completion of quarterly and yearly tax provisions., • Serve as an individual contributor, making an immediate impact with minimal training required., • Assist the team in managing complex tax structures and processes efficiently., • Bachelor’s degree in accounting, business administration, economics, or finance from an accredited institution., • Minimum of 5 years of tax experience, preferably in a consumer products or multinational environment., • In-depth knowledge of ASC 740 and corporate tax regulations., • Strong proficiency in Microsoft Office and familiarity with Oracle, Hyperion, and Workiva., • Exceptional analytical, organizational, and multitasking abilities., • Effective communication skills, both written and verbal, in English., • CPA license preferred but not required.

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Settlements Specialist is a core member of the Clearing Operations team responsible for ensuring the accurate and timely settlement of all securities transactions across equities, fixed income, options, and other supported asset classes. This role mitigates financial, operational, and counterparty risk by overseeing the full posttrade lifecyclefrom trade validation and affirmation to settlement finalitywhile coordinating closely with clearinghouses (DTC/NSCC/OCC), custodians, introducing brokerdealers, counterparties, and internal teams. The Settlements Specialist is expected to maintain a high level of accuracy, operate expertly under timecritical conditions, and serve as a subjectmatter expert (SME) in T+1/T+2 settlement cycles, market deadlines, regulatory requirements, reconciliation controls, and exception management. The position plays a key role in safeguarding firm and customer assets through strong knowledge of clearing operations, settlement mechanics, industry utilities, and regulatory rules. Key Responsibilities 1. Trade Settlement Processing • Ensure accurate, timely settlement of trades across equities, fixed income, ETFs, and options., • Review trade files for completeness and accuracy before settlement allocation., • Process and reconcile trades through DTC, NSCC, and OCC systems., • Validate settlement instructions, counterparty details, and account data prior to release., • Coordinate with counterparties to ensure confirms, allocations, and trade affirmations are completed on deadline.2. Exception Management & Break Resolution, • Investigate and resolve trade discrepancies including mismatched quantities, prices, CUSIPs, or counterparties., • Manage DKs (Dont Knows), unmatched trades, and settlement fails through proactive communication., • Partner with introducing brokerdealers to correct booking errors or repair trade details., • Track and clear settlement fails per regulatory timelines, including buyins and obligations under T+1/T+2 frameworks., • Document all exceptions and escalation paths for compliance and audit readiness.3. Cash & Position Reconciliations, • Perform daily reconciliations between internal books, DTC/NSCC/OCC, and custodians., • Identify position differences, cash breaks, and settlement variances; resolve within defined SLAs., • Monitor freecredit balances, margin impacts, settlementrelated debits/credits, and liquidity implications., • Support endofday close processes and ensure accurate ledger posting.4. Regulatory & Risk Controls, • Adhere to SEC, FINRA, and clearinghouse rules related to trade settlement, buyins, delivery obligations, and asset protection., • Ensure compliance with Rule 15c33, 15c31, and industry guidance on settlementcycle risk management., • Maintain documentation and support internal audits, regulatory exams, and operational risk assessments., • Execute operational controls designed to prevent settlement exposure or client harm.5. Client & Counterparty Interaction, • Act as a primary point of contact for introducing brokerdealers regarding settlement inquiries., • Communicate settlement status, exceptions, deadlines, and funding requirements., • Assist clients with understanding settlement mechanics, counterparty obligations, and fail risk., • Liaise with market counterparties, custodians, and clearinghouses to ensure smooth settlement workflows.6. Operational Technology & Data Integrity, • Utilize clearing and settlement systems such as:, • DTC Settlement Web, • NSCC RTTM, • OCC systems, • Broadridge, FIS, BETA, Pershing platforms, • Proprietary OMS/Clearing systems, • Validate trade feeds, data interfaces, and reconciliations from upstream systems., • Assist with system enhancements, process automation, and workflow improvements., • Participate in UAT for new settlements tools, entitlement/position engines, and system upgrades.7. CrossFunctional Coordination, • Work with Margin, Risk, Corporate Actions, Compliance, and Finance teams to manage trade impacts., • Coordinate with the Corporate Actions team when events affect settlement (e.g., splits, mergers)., • Support New Account, Onboarding, and Relationship teams with operational setup and education., • Bachelors degree in Finance, Business, Accounting, Economics, or related field (or equivalent handson experience)., • 25 years of experience in settlements, clearing operations, custody operations, or brokerdealer operations., • Strong understanding of posttrade workflows, settlement cycles, fail management, and market deadlines., • Familiarity with DTC, NSCC, OCC, custodian processes, and standard industry messaging formats., • FINRA Series 99 (Operations Professional) strongly preferred., • Series 7 helpful for deeper product knowledge., • Excellent analytical and reconciliation skills., • Strong attention to detail and commitment to accuracy., • Ability to perform well under timesensitive conditions., • Strong communication and relationshipbuilding skills with clients and counterparties., • Ownership mindset: ability to escalate risk and prevent settlement exposure., • Adaptability and comfort navigating evolving regulatory and operational environments.

Job Description Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we're a fit for you. Locations: Dallas, TX Team Overview The Financial Planning Analyst supports the organization's strategic and financial objectives by assisting with financial forecasting, analysis, and data-driven reporting. This position will work collaboratively with the Finance team and department contacts to support budgeting, planning, and performance analysis. The Finance team's effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization. Key Responsibilities • Assist in the development and maintenance of financial models to support annual budgeting, forecasting, and financial planning., • Analyze financial performance, identify trends, and summarize findings for review by senior Finance team members., • Prepare monthly, quarterly, and annual financial reports, including variance analysis and supporting documentation., • Work with department contacts to monitor spending and support alignment with operating budgets., • Assist in preparing financial schedules for funding proposals and periodic reports for institutional funders., • Support the identification of financial risks and opportunities and escalate findings to senior team members., • Support continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools. Minimum Qualifications • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 4+ years of experience in financial planning and analysis., • Proficient in Excel and financial modeling; experience with data visualization and dashboard development using BI tools (Power BI or Tableau)., • Knowledge of GAAP and financial compliance standards., • Strong analytical, problem-solving, and critical-thinking skills., • Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences., • Strong organizational skills and attention to detail, with the proven ability to manage multiple priorities and meet deadlines in a dynamic environment. Pay & Benefits At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year. Want to Know More About ADF?

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 financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360), and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: • Build, modify, and utilize financial models for business enterprise (DCF, market multiples), securities (option-pricing methods), and intangible asset valuation (excess earnings method, relief-from-royalty method, etc.), • Conduct research on clients, competitors, industries, and capital markets, including market multiples, financial ratios, and discount rates, • Manage basic projects from start to finish, resulting in articulate, client-ready deliverables, • Direct analyst-level staff in data gathering and analysis, and review analyst work, • Be actively involved in training new analysts in basic models and procedures, • Build ongoing relationships with clients as part of the engagement process What you will need: • 4 to 6 years’ work experience at a valuation firm or valuation practice of a public accounting firm, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus, • CFA, ASA or ABV designation is a plus (or progress toward such designations), • Extensive knowledge of Microsoft Office products, especially Excel, • Effective communication skills, strong attention to detail, and analytical capabilities, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small 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, 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 .

Job Description Richardson, TX - Salary $110-$140K Job Brief The Senior Sales Engineer is a recognized expert in optical networking, advanced software solutions, and managed services. This senior-level role requires deep technical leadership, the ability to architect complex multi-vendor networks, and the experience to guide customers at an executive and engineering level throughout the full sales lifecycle. This includes positioning industry-leading capabilities in multi-vendor optical networking, network automation, lifecycle management, and managed services. This role is critical in positioning our capabilities, evaluating customer requirements, designing complex network architectures, sizing software solutions, performing product demonstrations, and building customer confidence throughout the sales cycle. Responsibilities • Serve as the primary technical authority for optical networking, software solutions, and managed services., • Lead technical strategy and solution development for high-value customer opportunities., • Own the technical direction and architecture of complex optical and software-driven network designs., • Collaborate with sales teams to position our solutions effectively, including professional and managed services, • Assess customer requirements and design network architectures that meet technical and business objectives., • Size and configure solutions, including optical networks, Network Management Systems, and Prism® automation platform and associated services., • Provide senior-level guidance on incorporating managed services into customer solutions., • Deliver compelling product demonstrations for both hardware and software platforms., • Provide remote and onsite technical support during sales engagements., • Act as a trusted advisor to customers, ensuring proposed solutions – including align with their operational needs., • Lead technical discussions with customers, translating business needs into technical solutions and guiding them through design decisions with clarity and confidence., • Act as a trusted advisor, offering unbiased consultation across multiple vendor solutions to ensure the best technical and business fit., • Take ownership of the planning, design, and operation of customer transport networks., • Work with sales teams to design and develop winning and profitable solutions, • Validate customer requests and requirements for network hardware, software, and functionality, • Participate in sales discussions over audio/web conference or in live meetings, • Lead and architect complex, multi-vendor optical network designs, ensuring alignment with customer technical, operational, and business strategies., • Develop compelling demonstrations or POC's and deliver over web conference or live meetings, • Drive solution strategy across optical transport, software automation platforms, and managed services to deliver end-to-end value., • Win the confidence of colleagues and client prospects as an expert technical resource, • Support sales in pricing, proposing, and SOW creation, • Interface with product, engineering, and implementation teams to ensure solution alignment., • Provide timely project updates to internal engineering and project managers, • Communicate with vendors as may be required for installation, configuration, technical support, and purchasing issues, • Provide product, systems, and technical training to new and existing employees on an as-needed basis., • Stay current with industry trends and emerging technologies to provide strategic guidance and innovative recommendations. Requirements • Minimum of 5 years of relevant work experience, • Preferred candidates to have direct experience supporting or selling OEM optical/networking products., • Proven ability to operate as a senior technical advisor for optical networking, software systems, and managed service offerings., • Demonstrated leadership in developing end-to-end architectures integrating optical transport, automation software, and service-based operational models., • Expert-level knowledge of Optical Fiber Principles, including optical fiber transmission, modes, attenuation, dispersion, and signal integrity, • Strong knowledge of Layer 2/3 networking, including protocols such as OSPF, BGP, MPLS, and EVPN., • Familiarity with network technologies, including IP/MPLS, SNMP, NetConf/YANG, and REST APIs, is preferred., • Troubleshooting Skills: Ability to identify and resolve issues in optical networks, including troubleshooting signal loss, dispersion, and other optical impairments., • Ability to influence customer technical strategy through expert-level consultation., • Excellent written and verbal skills with the ability to explain complex topics to varied audiences., • Excellent organizational skills and attention to detail to ensure precision in network design and solution proposals., • Demonstrated experience supporting sales efforts with technical presentations and solution design, • Ability to accurately follow documented procedures, • Aptitude to learn new technologies as they are incorporated into the system, • Optical Networking: Expert-level knowledge of optical products and design principles; fundamental understanding of L2/L3 packet network services., • Extensive experience designing and presenting complex network architectures to both technical and executive stakeholders., • Senior-level proficiency with Network Management Systems, automation platforms, and software-driven operational models., • Deep understanding of managed services frameworks, including operational workflows, SLAs, lifecycle management, and service economics., • Excellent communication and presentation skills to engage technical and business stakeholders., • 10+ years of experience in optical networking or advanced network architecture roles., • History of serving as a senior technical lead, principal engineer, or subject-matter expert (SME)., • Bachelor's degree in Electrical Engineering, Computer Science, or related field., • Optical vendor certifications (e.g., Ciena, Nokia)., • Experience with network automation platforms and SDN/NFV concepts, • Familiarity with multi-vendor optical environments and network lifecycle management.

Job Description Summary: The Senior Financial Analyst – Data & Automation supports daily proforma financial reporting, executive decision-making and financial process automation within a complex, multi-entity organization. Reporting directly to the EVP, Chief Accounting Officer, this role serves as a bridge between Finance, Accounting and financial systems. The position requires strong financial statement expertise, advanced data and automation capabilities and the ability to translate complex financial information into actionable decision tools. Essential Job Duties & Responsibilities (Include but are not limited to): • Prepare daily proforma income statements, balance sheets, and cash flow statements, • Analyze financial results at both entity and consolidated levels, • Validate and understand multi-entity rollups, eliminations and financial statement hierarchies, • Trace consolidated financial results to underlying entity-level data and source systems, • Support executive leadership with what-if and scenario modeling, including balance sheet actions (loan and deposit growth, securities activity, funding changes), • Build integrated financial projections, cash flow forecasts and NPV analyses, • Develop and maintain financial models, forecasts, dashboards and ad hoc analyses, • Partner with Accounting team members to enhance data automation and reporting processes, • Design and implement automation using advanced Excel, Power Query, Power BI, analytics, programming or AI tools, • Work with ERP systems (e.g., Hyperion, SAP) from a technical reporting and analysis perspective, • Communicate effectively with executives, finance leadership, accounting teams and technical partners Qualifications (Education, Experience, Computer Skills, Certifications, Etc.): • Bachelor’s degree in Finance, Accounting, Economics or related field, • Minimum of 5 years of experience in financial analysis, FP&A or financial reporting, • Strong understanding of financial statements and multi-entity financial structures, • Working knowledge of consolidation concepts, rollups and eliminations, • Advanced Excel skills (including Power Pivot); Power BI experience required, • Experience working with ERP systems from a technical reporting perspective, • Demonstrated experience building data or process automation in a finance or accounting environment, • Preferred: SQL, AI-enabled analytics exposure, CPA or CFA (or progress toward certification) Benefits options include: • Medical, dental and vision coverage, • 401K with company match, • 11 paid holidays, • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis, • Applicant may be eligible for annual discretionary bonus No relocation assistance provided. If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Beal Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Notice to California Residents: Beal Bank USA, Beal Service Corporation, CLMG Corp. and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Basic Qualifications: Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathema

BA or above degree in economics, business, finance, or related areas.

Demonstrates excellence in computer aided decision support (utilize computer languages or packages to analyze data and generate reports, presentations or insights in business, mathematics, economics, computer science, or other quantitative field such as engineering/operation research) and programmin

Master's degree in business, mathematics, economics, computer science, or other quantitative fields such as engineering/operations research. Two (2) years of work experience in business, mathematics, economics, computer science, or other quantitative fields such as engineering/operations research, i

Job Description At Armor, we are committed to making a meaningful difference in securing the cyberspace. Our vision is to be the trusted protector and de facto standard that cloud-centric customers entrust with their risk – trusted by over 1,500 organizations in more than 40 countries. We strive to continuously evolve to be the best partner of choice, breaking norms and tirelessly innovating to stay ahead of evolving cyber threats and reshaping how we deliver customer outcomes. Learn more at: SUMMARY At Armor, how we price, package, and position our products defines our growth and our ability to protect customers in an ever-changing cyber landscape. As an Armor Business Analyst, you won’t just analyze data – you’ll help shape the commercial strategy that drives our success. You’ll be the expert on pricing models, packaging tiers, and competitive dynamics, partnering with Product, Sales, Marketing, and Finance to ensure every offering is both compelling and strategically positioned to win. Your insights will directly influence revenue, adoption, and market share, making this role a core driver of how we compete and grow in cybersecurity. We value curiosity and initiative – you’ll be expected to seek out the data that makes us smarter, ensure its integrity, and translate it into clear, actionable intelligence for the business. ESSENTIAL DUTIES AND RESPONSIBILITIES Pricing and Packaging Strategy • Develop, maintain, and execute pricing models and frameworks for Armor’s product portfolio, • Design and optimize product bundles, packaging tiers, and feature sets to maximize revenue, adoption, and customer value, • Conduct market research and competitor analysis to identify trends, opportunities, and threats, • Ensure pricing and packaging meet market demands and cost targets., • Partner with Sales to provide competitive battlecards, win/loss analysis, and market intelligence, • Support GTM initiatives with pricing recommendations and competitive insights, • Collaborate with Product and GTM teams to identify opportunities and define strategic pricing initiatives, • Ensure accuracy, consistency, and reliability of pricing, packaging, and market data across systems, • Design product price integration with OSS and Billing, • Design and maintain clear, intuitive dashboards and visualizations that translate complex data into actionable insights, • Partner with business stakeholders to standardize data definitions and improve accessibility of key performance metrics, • Proven experience in pricing strategy, product packaging, and competitive intelligence.Preferably in a B2B cybersecurity or technology space., • Strong analytical skills with proficiency in CRM and analytics tools like HubSpot, Zuora, Excel, and similar tools., • Strategic thinking with the ability to translate complex data into actionable insights, • Excellent communication skills, with the ability to drive cross-functional collaboration, • Bachelor’s degree in Business, Finance, Economics, or a related field; MBA is a plus. Armor Core Values: • Commitment to Growth: A growth mindset that encourages continuous learning and improvement with adaptability in the face of challenges., • Integrity Always: Sustain trust through transparency + honesty in all actions and interactions regardless of circumstances., • Empathy In Action: Active understanding, compassion, and support too the needs of others through genuine connection., • Immediate Impact: Taking initiative with swift, informed actions to deliver positive outcomes. WORK ENVIRONMENT This role will operate in a hybrid structure, and the expectation is that the candidate will be on site Tuesday, Wednesday, and Thursday each week, with the remaining time managed remotely. Equal Opportunity Employer - It is the policy of the company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other consideration protected by federal, state or local laws.

Job Description Position Summary The Trading Associate position is responsible for trading at SFMG. This is a vital role in the firm and requires great attention to detail. The position supports all our advisors in executing and recommending various types of trades on behalf of our clients. The role requires a unique combination of operational skills and investment knowledge. The Trading Associate will collaborate with multiple teams, including Client Service, Operations, Advisory, and the broader Investment Team on various projects and initiatives. Candidate Characteristic/Disposition The ideal candidate must be team-oriented and possess strong interactive skills. The position requires the ability to prioritize, manage multiple tasks/projects, and work in a deadline-oriented environment. Candidates should have excellent attention to detail and ability to communicate effectively with advisors. A high level of technical proficiency and rapid adaptability to new programs is crucial for this position. Essential Functions Statement(s) Ensure data accuracy across all portfolio management and trading systems • Set up new accounts and portfolios., • Trade execution and allocation, including block trading., • Trade verification / reconciliation., • Ability to understand ETFs, Mutual Funds, Stocks, Fixed Income Products, Options, • Produce and suggest trades for advisor review., • Identify portfolio rebalancing opportunities or other transactions that may benefit our clients., • Develop rebalancing reports and assist with related projects., • Assist with SFMG’s Quarterly Reporting process and Annual Filings., • Assist with processes or workflows in our CRM for the Alternative Investment team, Investment Management team, and Operations department as needed., • Other ad hoc projects as needed. Skills & Abilities Bachelor’s degree preferred; degrees in Accounting, Finance, Economics, or other analytical disciplines are encouraged to apply. Experience: 1-3 years’ financial service or other relevant experience preferred. Technical Proficiency: Microsoft Office Applications, Excel, Preferred: Python and VBA Job Status: Full time FLSA Status: Exempt Position Eligible for Telework: Yes, after meeting eligibility requirements. Department: Investment Management Work Schedule: Standard business hours are expected (8:00 a.m. – 5:00 p.m.); however, this role may require additional time and schedule flexibility based on workload, deadlines, or business demands. This position is located in Plano TX. Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available. Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions. Instructions for applying for this position: Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions and help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected. Thank you.

Job Description Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! Our mission at Atlas Advisory Group is to grow and protect our client’s wealth. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you! The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able to work effectively with other staff members, clients, and Wealth Advisors. Responsibilities & Activities: • Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients., • Event Management and Marketing:, • Handle logistical and marketing details for client events, • Send out invites, coordinate with venue and maintain marketing database., • Manages new business and client services:, • Meets with clients and starts new client forms processing., • Communicates with client, and manage their planning or account services needs promptly., • Follows up with clients as needed to make sure all paperwork is processed., • Case Management:, • Manage cases that at different stages, proactively provide assistance needed to push the cases forward., • Communicates, implements, and ensures compliance with guidelines and policies:, • Maintains compliance polices and documentation., • Manages the compliance and advertising approval process., • Strong interpersonal and client relationship management skills to engage with our clients and our “crew”, • A learner’s mindset and an appetite for financial acumen, eagerness to learn and grow, • Strong attention to details, analytical skills, and problem-solving, • Excellent organizational and time management skills, • Excellent attitude and an extraordinary client service orientation, • Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through, • Ability to operate within tight deadlines, • At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred., • Proficiency with Excel and other Microsoft Office Suite tools, • Proficiency with financial planning and customer relationship management software is preferred, • Bachelor’s degree or equivalent combination of experience. Finance, economics, accounting, business, or related major preferred Powered by JazzHR CCXZ7zEWSp

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Corporate Actions Specialist plays a critical role within the clearing operations department, responsible for the accurate, timely, and compliant processing of voluntary and mandatory corporate action events across all asset classes. This specialist ensures that all entitlementssuch as dividends, interest, mergers, tender offers, rights, redemptions, spinoffs, reorganizations, proxy events, and class actionsare processed correctly for fully disclosed and omnibus introducing brokerdealer clients. This role requires a deep understanding of clearing operations, custodian workflows, DTCC/OCC processes, entitlement calculation, data validation, reconciliation, and regulatory guidelines impacting asset servicing. The Corporate Actions Specialist acts as a subjectmatter expert, interfacing with clearing partners, custodians, issuer agents, introducing brokers, technology teams, and compliance to mitigate risk and ensure flawless asset servicing execution. Key Responsibilities 1. Corporate Actions Processing • Process all mandatory events (e.g., cash/stock dividends, splits, mergers, conversions, calls/redemptions, reorganizations) with accuracy and within cutoff times., • Process voluntary events (e.g., tender offers, exchanges, rights subscriptions, elections) including generating client notifications, tracking responses, and submitting elections to custodians or depositories., • Validate event data received from DTCC, OCC, exchanges, issuer agents, custodians, and market data feeds., • Calculate entitlements, rates, allocations, and reconcile differences across systems and external sources., • Post entitlements (cash and securities) to customer accounts and omnibus structures.2. Risk & Exception Management, • Identify discrepancies in event details, entitlements, or elections and proactively escalate issues., • Monitor breaks and exceptions, resolve unmatched positions or missing elections, and clear exceptions within SLAs., • Perform daily reconciliations between internal systems, DTCC/OCC, and external custodians., • Prevent erroneous postings, missed elections, and financial exposure through rigorous control checks.3. Client Communication & Support, • Draft and distribute clear, timely corporate action notices to introducing brokers and internal stakeholders., • Serve as the subjectmatter expert for event interpretations, election requirements, deadlines, and market nuances., • Support client inquiries regarding entitlements, event details, and accountlevel impacts., • Guide introducing brokers on market standards, operational procedures, and eventspecific risks.4. Regulatory & Compliance Responsibilities, • Ensure compliance with SEC, FINRA, OCC, and DTCC rules governing corporate actions, disclosures, and entitlements., • Follow regulatory requirements for proxy processing, shareholder communications, and response timelines., • Maintain auditready documentation and support internal/external compliance reviews., • Participate in periodic testing and updates of Written Supervisory Procedures (WSPs).5. Technology, Data Integrity & Process Improvement, • Utilize clearing and custody systems (e.g., DTCC CA Web, OCC systems, Broadridge, FIS, BETA, GPS, proprietary OMS/clearing platforms)., • Validate accuracy of corporate action data feeds and coordinate with technology to resolve issues., • Identify automation opportunities, workflow enhancements, and process modifications to reduce manual risk., • Participate in UAT for system upgrades, entitlement engines, and workflow tools.6. CrossFunctional Collaboration, • Partner with Trading Operations, Settlements, Margin/Risk, Compliance, Technology, and Finance teams., • Work closely with the Clearing Operations Manager on new product onboarding and procedural changes., • Bachelors degree in Finance, Business, Economics, or related field (or equivalent experience)., • 37 years of experience in corporate actions, asset servicing, clearing operations, or custody environments., • Strong understanding of capital markets, securities processing, and lifecycle of corporate events., • Handson experience with DTCC CA Web, DTC settlements, OCC corporate actions, and market data providers., • FINRA Series 99 (Operations Professional) highly preferred., • FINRA Series 7 beneficial for understanding complex products., • Exceptional attention to detail and accuracy under tight deadlines., • Strong analytical and reconciliation skills., • Excellent written and verbal communication, especially when breaking down complex events., • Ability to identify operational risk and implement controls., • Skilled in Excel (VLOOKUP, pivot tables), data validation, and operational workflow tools., • Ability to work crossfunctionally and manage competing priorities.

A Master’s degree in Economics or a master’s degree in a closely related field with at least 18 graduate hours in discipline/qualifying fields such as Political Economy and Finance that includes at least 3 graduate hours in Microeconomic theory/analysis and at least 3 graduate hours in Macroecon

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Spur 399, McKinney, Texas, 75069.We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.Responsible to prepare and deliver coursework in engaging, innovative, and discipline-appropriate ways that reflect

Optimal submittal date is February 28, 2026 (Chamorro Standard Time/ChST/UTC+10).However, Applications submitted after February 28, 2026 may be accepted but not be guaranteed for full consideration.Note to applicants in the mainland United States: Please be advised that Guam is a day ahead of the ma

Optimal submittal date is February 28, 2026 (Chamorro Standard Time/ChST/UTC+10).However, Applications submitted after February 28, 2026 may be accepted but not be guaranteed for full consideration.Note to applicants in the mainland United States: Please be advised that Guam is a day ahead of the ma

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and