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Description: Hershey, PA On-Site | Year-Round | Starting Salary $48,799 + Excellent Benefits + Housing + Utilities + Positively Impact Youth Milton Hershey School (MHS) is one of the world’s best pre-K through 12th grade private schools, where approximately 2,200 students from disadvantaged backgrounds are provided with a cost-free home and a top-notch education. Thanks to the generosity of Milton and Catherine Hershey in 1909, the school is fully endowed today, with the resources to ensure students can thrive. The school has prepared over 12,000 graduates to lead fulfilling and productive lives and is expanding to serve more students. MHS is hiring Residential Living Assistants (ALSO KNOWN AS FLEX TRANSITIONAL LIVING ASSISTANTS - FTLAs) to live in campus residences to supervise and mentor high school seniors, preparing them for independent living after graduation. FTLAs play a vital role - teaching and role-modeling life skills including self-responsibility, goal setting, time management, personal finance, healthy relationships and more. They also create and supervise developmental and recreational activities, accompany students to Sunday chapel services, collaborate with staff to continually enhance the program, and provide coverage in student homes as needed. Schedule & Compensation * Year-round position with a schedule of 9 consecutive workdays followed by 3 days off * Minimum annual salary of $48,799 * Comprehensive benefits package including medical, dental, and vision insurance, paid time off, and after a year of service - a 403(b) savings plan * Housing and utilities are provided! * Paid training and up to $2,800 relocation assistance Qualifications: * Bachelor’s degree required * Valid driver’s license in good standing; ability to become certified to drive a 9-passenger van * Experience mentoring, teaching, or coaching youth * Exceptional interpersonal and leadership skills, including the ability to proactively problem-solve, influence, and collaborate * Strong organizational skills, while also maintaining a high degree of flexibility * Proficient with Microsoft Office, Google applications, and social media platforms * Must demonstrate integrity and professionalism—MHS staff serve as role models for students Additional Requirements for Live-In Role: * Only married spouses may reside in the apartment with the FTLA * Overnight guests must be pre-approved * No pets, smoking, or weapons permitted * No alcohol consumption while on duty This position is more than just a job —it’s a life style that positively impacts young lives!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pay: $120,000.00 - $140,000.00 per year Why This Is a Great Opportunity • Join a boutique real estate law firm doing sophisticated, high-impact work in affordable housing and community development, • Get hands-on experience with complex commercial real estate and multifamily transactions, not commodity work, • Work closely with experienced attorneys who invest in mentoring and professional growth, • Be part of deals that make a real social impact while building elite transactional skills, • Competitive compensation with meaningful responsibility early in your career Location Hybrid role based in Buffalo, NY, offering a balance of in-office collaboration and remote flexibility Note This role requires 1+ years of transactional commercial real estate experience; purely litigation, volume PI, or purely residential backgrounds will not be a fit About Our Client Our client is a boutique law firm with a national footprint focused on affordable housing, community development, and complex real estate finance. They advise developers and organizations on sophisticated transactions involving multifamily housing, tax-advantaged financing structures, and large-scale development projects across more than 30 states, combining big-deal experience with a small-firm feel. Job Description • Support complex commercial real estate and multifamily housing transactions from start to finish, • Assist with acquisitions, dispositions, development projects, joint ventures, and financing matters, • Draft, review, and revise real estate agreements, closing documents, and ancillary transaction materials, • Coordinate due diligence and closings with clients, lenders, and outside counsel, • Collaborate closely with partners and senior attorneys on high-value, fast-moving deals Qualifications • 1+ years of transactional commercial real estate experience, • Experience with multifamily, development, or financing transactions preferred, • Strong drafting, editing, and organizational skills, • Ability to manage multiple matters in a deadline-driven environment, • Licensed to practice law in New York or eligible for admission Why You’ll Love Working Here • Small, collegial team with national-level work, • Real responsibility and client exposure early on, • Strong mentorship and skill development, • Mission-driven practice focused on equitable community growth, • Long-term career growth without big-law burnout JPC-637 Job Type: Full-time Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

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

Immediate need for a talented Operations Administrator. This is a 12+months contract opportunity with long-term potential and is located in New York, NY (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:26-09204 Pay Range: $31 - $32/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: • Complete and submit proposal request forms, including labor, contractor, expense, and profit estimates based on client proposals and resource schedules, • Work with finance managers and project managers to update revenue forecasts in Salesforce, • Support finance managers with project expense accruals to maintain project profitability and monitor overall financial health and portfolio performance, • Generate and distribute standard project and financial reports to support visibility into project status and performance, • Assist with fixed fee and time & materials projects by coordinating time entry and expense reporting; process corrections or transfers of billable hours as needed, • Provide administrative support to the Finance Manager and additional ad hoc project and administrative support to staff, • Assist in post-project financial performance evaluations, including maintaining repositories, preparing basic dashboards/graphs, and supporting periodic reviews, • Prepare and coordinate third-party vendor requisitions and purchase orders, • Administer subcontracts and manage vendor relationships, including tracking third-party vendor accounts, • Manage third-party progress billing and subcontractor invoicing processes, • Handle UPS invoicing for the Mission Critical Team and NYC office, • Order and track field tools and equipment Key Requirements and Technology Experience: • Must have skills: - "project coordinator", "invoicing", “finance”. Our client is a leading Pharmaceutical Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy ___.

Job Description Company: Morgan Services Inc. Location: Buffalo, NY Work Schedule: Monday – Friday | 8:30 AM – 5:00 PM Compensation: $20.00 per hour Role Overview Are you looking to kickstart your career in finance? Morgan Services Inc. is seeking a motivated and detail-oriented Accounting Clerk to join our team. This entry-level position is perfect for someone who enjoys working with numbers and wants to gain hands-on experience in both Accounts Payable and Accounts Receivable. Reporting directly to the Office Manager, you will play a vital role in maintaining our financial records and ensuring our daily operations run smoothly. Key Responsibilities In this dual-function role, you will handle a variety of tasks including: • Accounts Payable: Processing invoices, verifying expense reports, and preparing payments for vendors., • Accounts Receivable: Posting customer payments, preparing bank deposits, and assisting with billing inquiries., • Data Entry: Maintaining accurate financial records within our accounting software., • Administrative Support: Assisting the Office Manager with filing, audits, and general office tasks as needed., • Reconciliation: Helping to ensure that all digital records match physical statements. Requirements & Qualifications • Education: High School Diploma or equivalent (Associate’s degree in Accounting or Finance is a plus)., • Experience: Entry-level; previous experience in an office setting or internships is helpful but not required., • Skills: * Basic understanding of accounting principles (Debits/Credits)., • Proficiency in Microsoft Excel and general computer literacy., • Strong organizational skills and high attention to detail., • Professional communication skills for interacting with vendors and clients. Why Join Morgan Services Inc.? We believe in taking care of our team. As a full-time employee, you will be eligible for a comprehensive benefits package, including: • Health Insurance: Robust coverage to keep you and your family healthy., • Paid Life Insurance: Provided by the company for your peace of mind., • Paid Time Off: Accrued vacation time to ensure a healthy work-life balance., • Consistent Schedule: A stable M-F, 8:30 AM – 5:00 PM work weekCompany DescriptionFamily owned company since 1887. We provide work / life balance while trying to grow together as a team.Family owned company since 1887. We provide work / life balance while trying to grow together as a team.

Assistant Controller - SAAS This Jobot Job is hosted by: Melanie Courtney Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $140,000 - $175,000 per year A bit about us: Our client is the yard management platform that connects shippers, carriers and receivers, ensuring logistics partners get the right load to the right place at the right time. Why join us? Employer-sponsored medical, dental, vision, 401K, life & disability insurance Flexible paid time off and observed federal holidays Stock options Remote work Parental leave of absence Competitive stipend Flat org structure, offering startup growth and learning paths Job Details We are seeking an Assistant Controller to lead our accounting operations and establish strong processes as we continue to scale. In this hands-on role, you’ll oversee the monthly close, billing, accounts payable/receivable, and other core accounting functions to ensure accuracy and consistency across the business. You will work closely with the VP of Finance and leadership team, playing a critical role in building the foundation of our finance function and offering a clear path for career growth into a Controller role. To thrive in this role, you should bring a strong accounting background with experience in B2B SaaS or high-growth technology companies. A bachelor’s degree in Accounting or Finance is required, and a CPA is strongly preferred. This position reports directly to the VP of Finance and offers high visibility across the organization, including regular interaction with company leadership and external stakeholders. What You'll Do Own core accounting operations — lead the monthly close, prepare reconciliations, and manage AP, AR, billing, and payroll to ensure accuracy and timeliness of financial reporting. Strengthen processes and controls — establish scalable accounting policies, implement best practices, and maintain compliance across reporting, tax, and audit requirements. Be hands-on and solutions-oriented — roll up your sleeves to execute journal entries, billing runs, and reconciliations while driving improvements in systems and workflows. Partner with finance leadership — collaborate closely with the VP of Finance on building a best-in-class finance function, providing accurate data and insight to support decision-making and long-term growth. What We're Looking For CPA license and/or bachelor’s degree in accounting/finance with 3–8+ years of progressive accounting experience. Strong accounting foundation with experience in core processes such as monthly close, reconciliations, billing, accounts payable/receivable, and payroll. Deep understanding of U.S. GAAP, financial regulations, and compliance requirements, including ASC 606. Experience in SaaS or technology businesses, ideally PE-backed or high-growth. Exposure to external audits and M&A integration, with the ability to prepare audit-ready financials and support post-deal accounting work. Familiarity with modern finance tools such as QuickBooks, Stripe, Ramp, and Carta, with the ability to adapt quickly to new ERP platforms. Hands-on and detail-oriented, comfortable rolling up your sleeves in a fast-paced, high-growth environment. Clear communicator who can work cross-functionally and build trust with leadership, auditors, and external partners. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Join a team that nourishes life from farm to table! Upstate Niagara Cooperative, proudly owned by 200+ local family farms, is one of America’s largest and most stable dairy cooperatives. Guided by farmer- and employee-led values, we process and market high-quality milk, yogurt, dips, sour cream, cottage cheese, and more under our trusted brands: Upstate Farms®, Bison®, Milk for Life®, and Intense Milk®. Here, you’ll support sustainable farming, strong communities, and the mission to deliver fresh, local dairy to families every day. The Plant Manager provides strategic and hands-on leadership to ensure safe, efficient, and high-quality dairy production. This position is accountable for daily operations, including production, maintenance, quality, and workforce development. The Plant Manager drives a culture rooted in the Seven for Success (SFS) framework — championing Safety first, maintaining the highest Quality standards, improving Productivity, strengthening Customer Service relationships, promoting open Communication, developing employees through Training, and fostering Continuous Improvement in every process. This individual serves as a key member of the Operations Leadership Team and collaborates across departments to support growth, modernization, and organizational excellence. Key Responsibilities: Oversee Daily Production Operations • Direct all plant operations to ensure production schedules, quality standards, and cost targets are achieved., • Maintain effective communication across shifts to ensure consistent performance., • Ensure compliance with all federal, state, and local regulations (FDA, USDA, HAACP, OSHA, SQF, etc.)., • Partner with Quality Assurance to uphold product integrity and food safety systems., • Coach, mentor, and develop supervisors and frontline employees to foster a culture of accountability and teamwork., • Track key performance indicators (KPIs) such as throughput, yield, OEE, quality, and labor efficiency., • Develop and manage annual operating budgets and capital plans., • Lead Lean, Six Sigma, and CI efforts to enhance efficiency and reduce waste., • Partner with Quality, Maintenance, Supply Chain, Finance, and HR to achieve business objectives., • Oversee preventive and predictive maintenance programs to minimize downtime and extend equipment life., • Promote a proactive safety culture with zero tolerance for unsafe practices., • Develop and execute long-term operational strategies that align with cooperative growth objectives., • Ensures Accountability: Holds self and others responsible for meeting commitments., • Communicates Effectively: Delivers clear, timely, and respectful communication across levels., • Manages Complexity: Makes sound decisions amid uncertainty and competing priorities., • Customer Focus: Builds strong relationships and ensures satisfaction through consistent quality and service., • Directs Work: Delegates effectively and sets clear expectations for performance and results., • Financial Acumen: Understands budgets, cost drivers, and financial impacts of operational decisions., • Drives Results: Consistently delivers against production, safety, and financial targets. Manufacturing Systems and Process Knowledge • Deep understanding of dairy and food processing systems including pasteurization, separation, homogenization, and packaging., • Knowledge of Good Manufacturing Practices (GMPs), Sanitation Standard Operating Procedures (SSOPs), and 5S workplace organization., • Proficiency in HACCP, SQF, FDA, USDA, and state regulatory requirements., • Skilled in root cause analysis (RCA), corrective/preventive action (CAPA), and audit management., • Knowledge of Total Productive Maintenance (TPM), preventive and predictive maintenance strategies., • Experience with computerized maintenance management systems (CMMS)., • Application of Lean Six Sigma tools (5 Whys, DMAIC, Kaizen, Value Stream Mapping, SPC)., • Proven ability to lead process-improvement teams to reduce waste and enhance yield., • Experience with ERP systems such as SAP S/4HANA for production planning, scheduling, and inventory control., • Strong command of Integrated Business Planning (IBP), Master Production Scheduling (MPS), and Material Requirements Planning (MRP)., • Working knowledge of OSHA standards, lockout/tagout (LOTO), and confined space entry procedures., • Familiarity with environmental regulations related to wastewater, energy management, and waste disposal., • Ability to manage plant budgets, capital projects, and cost-control initiatives., • Understanding of key cost drivers such as labor, energy, and materials., • Experience implementing competency-based training programs and on-the-job learning systems., • Ability to use digital training tools (Enable Now, WalkMe, LMS platforms)., • Familiarity with Industry 4.0 and digital manufacturing tools such as IoT sensors and predictive analytics., • Bachelor’s degree in Operations Management, Engineering, Food Science, or related field (preferred)., • Minimum 5 years of leadership experience in food or dairy manufacturing., • Strong knowledge of GMP, SQF, HACCP, and other regulatory standards., • Demonstrated ability to lead cross-functional teams and manage change., • Proficiency in Microsoft Office and ERP systems (SAP experience preferred)., • Must be able to work in a manufacturing environment with exposure to temperature variation, noise, and physical activity., • Ability to stand and walk for extended periods and occasionally lift up to 50 pounds. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Upstate Niagara Cooperative, Inc. is committed to equal employment opportunity for all, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic.

Job DescriptionDescription: WE ARE GROWING!! Roswell Park Care Network has an amazing opportunity for a Clinical Pharmacist to join our team! JOB SUMMARY Assumes responsibility for medication management for a core group of patients under the supervision and delegation of a physician. The Clinical Pharmacist Specialist manages both clinical and administrative aspects of pharmacy operations for the assigned practices. The incumbent handles medication dispensing, patient counseling, inventory management, and regulatory compliance. Additionally, the pharmacist is responsible for financial transactions, claim reconciliation, and regular communication with medical staff and third-party entities. ESSENTIAL FUNCTIONS Under the supervision and delegation of a physician: • Prescription Verification: Verifies prescriptions from healthcare providers for accuracy, appropriateness, and potential interactions with other medications the patient may be taking., • Medication Dispensing: Prepares and dispenses medications directly to patients in the office, including counting tablets, labeling bottles, and providing the prescribed medication quantities., • Patient Counseling: Educates patients on proper medication usage, discusses potential side effects, and answers any questions to ensure safe and effective drug use., • Drug Utilization Review: Conducts reviews of patient medication regimens to prevent drug interactions, contraindications, and other issues affecting patient health., • Regulatory Compliance: Ensures all dispensing practices comply with federal, state, and local regulations, maintains proper storage conditions for medications, and manages inventory securely., • Inventory Management: Manages pharmaceutical inventory within the office, orders supplies, monitors stock levels, and ensures proper disposal of expired or unused medications., • Insurance Coordination: Handles insurance claims and coordinates for medications dispensed in-office, ensuring accurate billing and patient understanding of their coverage., • Quality Assurance: Implements and monitors procedures to ensure the quality and safety of dispensed medications and addresses any discrepancies or issues during dispensing., • Complete and Follow-Up on Rx Audits: Conducts thorough prescription audits and follows up to ensure compliance and accuracy in dispensing., • Perform Claim Reconciliation for Third-Party Payments: Uses software like PioneerRx to reconcile claims, verifying check numbers, matching Rx amounts and dates, and adjusting entries as needed., • Manage Cash Register and Document Sales: Handles transactions, provides detailed biweekly cash out reports, and summarizes sales., • Deposit Cash and Checks Off-Site: Manages banking for the pharmacy, including depositing checks from insurances not processed through Central Pay., • Generate End-of-Month Reports: Produces comprehensive monthly reports including inventory data, collected from nurse managers and the pharmacy, then sent to finance., • Serve as Pharmacy Clinical Liaison/Resource for All Providers: Acts as the primary pharmacy contact for providers, offering clinical support and information., • Distribute and Follow Up on Recalls for Medications and Supplies: Manages and monitors all medication and supply recalls, participating in related decision-making processes., • Manage Medication Samples: Coordinates with pharmaceutical reps to ensure an adequate supply of medication samples, especially for emergent situations., • Acts as a liaison between pharmacy, nursing, and medical staff to educate health professionals on current drug-related procedures, policies, guidelines, and pathways., • Implements and maintains departmental policies and procedures for safe and effective drug use within their service., • Participates in quality assurance programs to enhance pharmaceutical care; these programs may include drug utilization evaluation or other projects assigned by the Manager/Director of Clinical Pharmacy Services., • Daily interacts with Healthcare Providers, Management, and Nursing staff; educates patients and caregivers on medication uses; provides medication reconciliation of medications as appropriate and able; provides patients/caregivers with tools during the patient education process., • Provides educational in-services to all healthcare professionals both formally and informally., • Enhances professional growth and development by participating in educational programs, reading current literature, and participating in in-service meetings and workshops., • Prepares written documentation as required by the profession; maintains, distributes, analyzes, and projects information for required records, reports, and statistics as directed., • Responsible for the accurate & timely dispensing of medication under the supervision of a physician., • Assists in the oversight of Medically Integrated Dispensary, including policy formation, compliance, and appropriate medication handling practices., • Investigational Drug Services: Provides clinical and operational support, and the medication management of patients participating in research studies within the Care Network. Requirements: EDUCATION/CERTIFICATION/EXPERIENCE • Doctor of Pharmacy degree; or Master’s degree and the equivalent of one (1) year of full-time clinical pharmacy or pharmacy-related experience; or, • Bachelor’s degree and the equivalent of three (3) of full-time clinical pharmacy or pharmacy-related experience., • License to practice as a Registered Pharmacist in the State of New York

Job Description WHY JOIN JFS? For more than 150 years, Jewish Family Services of Western New York has been committed to providing high quality services to all in need in the interest of helping to "repair the world." Our services are guided by the essential connection between mental well-being, physical wellness, and positive self-worth. Our reputation is the result of our exceptional staff. In addition to offering competitive compensation and truly exceptional benefits, we are committed to providing a supportive, inclusive work environment in which all employees are able to contribute their best. OUR VALUES Be a Mensch: We are ethical, kind, and admirable. We assume good intent and act with integrity. We are thoughtful and deliberative in how we support our clients, each other, and the community. “Choose generosity over judgment—every time” Be Purpose-Built: We create spaces and programs that respect clients’ individuality and opens access. We strive to meet the individual where they’re at and give them the tools to be successful Be Resolute: We work with tenacity to identify problems, seek out solutions, and get things done. Even small steps forward are acts of resilience. SUMMARY The Senior Grants Writer & Project Manager is the agency’s lead writer for all state, federal, and foundation grant proposals. This position is responsible for producing high-quality, competitive grant applications that secure institutional funding to advance the agency’s mission. This role owns the full grant writing lifecycle — including funding research, opportunity analysis, narrative development, budget collaboration, cross-functional coordination, and final submission. The Senior Grants Writer Manager serves as the primary architect and author of complex government proposals and foundation applications, ensuring every submission is compelling, compliant, data-driven, and strategically aligned. RESPONSIBILITIES & DUTIES A representative summary of tasks to be performed is provided below. The employee may be asked to perform job-related tasks other than those specifically stated in this description. The duties and responsibilities of the position are to be carried out in a manner that is consistent with the mission, values, and operating principles of Jewish Family Services. Lead Grant Writing – State and Federal • Serve as primary writer and content strategist for all state, federal, and foundation grant applications., • Write complete, persuasive proposals including needs statements, program design, staffing plans, evaluation frameworks, and sustainability strategies., • Analyze RFPs and government solicitations to determine eligibility, competitiveness, and strategic fit., • Ensure strict compliance with formatting, procurement, and regulatory requirements., • Manage submission portals and execute final application uploads and certifications.Foundation Grant Writing, • Research and identify local, regional, and national foundation prospects., • Write and tailor letters of inquiry, concept papers, and full grant proposals., • Draft outcome-oriented budgets and supporting documentation in partnership with finance., • Prepare compelling interim and final reports to steward funder relationships.Grant Project Management & Submission Oversight, • Develop detailed timelines and work plans for each grant submission., • Coordinate cross-departmental input from program, finance, compliance, and executive leadership., • Conduct final quality control review prior to submission. Education & Experience • Bachelor’s degree required., • 3–5 years of demonstrated success writing and submitting state, federal, and foundation grants., • Proven track record of securing competitive institutional funding., • Experience managing complex, deadline-driven proposal processes.Knowledge, Skills & Abilities, • Exceptional professional writing and editing ability., • Understanding of government grant structures and compliance requirements., • Strong project management and organizational skills., • Ability to synthesize complex data into persuasive narratives., • Communication Intelligence - Listens to others, able to communicate issues clearly and credibly with widely varied audiences; fosters open communication and manages emotion in positive ways., • Client Focus - Understands and meets customer needs, whether internal or external, providing a high level of service and cooperation, courteousness & sensitivity., • Independence – Able to prioritize and effectively manage work with good results with limited supervision., • Planning & Organization – Develops, implements, evaluates, and adjusts plans to reach goals while ensuring the optimal use of resources., • Detail orientation – Achieves thoroughness and accuracy when accomplishing a task through concern for all the areas involved or impacted., • Problem Solving – Identifies problems and the solutions to them., • Will work in an office setting., • Deadline-driven role requiring occasional evening or weekend work during peak submission periods., • Travel outside of the office to various sites to attend meetings or conduct other business of the agency., • Light physical activities and efforts required working in an office environment., • Visual acuity sufficient to maintain system of files and reports containing computer-generated and handwritten documents., • Auditory acuity sufficient to communicate with staff and others by phone and in person., • Competitive Salary of $65,000 - $68,000 annually, commensurate with experience and qualification., • Health, Dental, and Vision Insurance, • Accrued Paid Time Off (PTO) of 4+ weeks, • 401k plan with agency contribution of 4%, • 13+ observed holidays annually, • Early close on Fridays

Job Description Overview Catholic Charities of Buffalo is seeking a full‑time Director of Finance to provide strategic financial leadership and operational oversight for all agency financial functions. This role ensures accuracy and integrity in financial operations, compliance with GAAP and regulatory requirements, robust internal controls, and timely budgeting, forecasting, and reporting. Catholic Charities is non-profit human services agency that strives to empower individuals, children, and families across the eight counties of Western New York. For more than 100 years, Catholic Charities of Buffalo has provided HOPE to individuals and families of all faiths, backgrounds, and circumstances. As the most comprehensive provider of human services in Western New York, Catholic Charities delivers wide-ranging programs to address systemic poverty, sudden financial crisis, hunger, behavioral health, workforce readiness, family stability, legal immigration and resettlement, and help for older adults. Job Responsibilities * Oversee all daily financial and accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and cash management. * Ensure financial practices comply with GAAP, internal policies, and regulatory requirements. * Lead development, preparation, monitoring, and analysis of annual budgets and financial forecasts. * Direct month‑end and year‑end closing processes and ensure timely, accurate financial statements. * Review and interpret financial results, including P&L activity, expenditures, cash flow, and variances; recommend corrective actions. * Maintain strong internal controls and oversee reconciliations, journal entries, and balance‑sheet analysis. * Oversee capital asset accounting and asset management systems. * Coordinate annual financial audits; serve as primary contact for auditors, funders, and regulatory agencies. * Oversee preparation and submission of regulatory filings, including CBR, CFBR, and CFR. * Collaborate with government agencies such as OMH and support financial components of grants and contracts. * Supervise, mentor, and develop Finance Department staff, promoting growth and continuous improvement. * Develop and implement financial policies, procedures, and process improvements to support fiscal integrity and efficiency. * Maintain strong internal and external relationships to support effective communication and decision‑ * Support special projects and organizational initiatives as assigned by the CFO. * Comply with agency compliance programs, codes of ethics, confidentiality laws, and all federal/state regulations. Qualifications * Bachelor's degree in Accounting, Finance, Business Administration, or related field required. Master's degree or CPA strongly preferred. * Minimum of seven years of progressive accounting or financial management experience, including supervisory experience. * Strong knowledge of GAAP and nonprofit financial practices; experience with government funding streams preferred. * Demonstrated experience with budgeting, financial analysis, and financial reporting. * Proficiency with Microsoft Office Suite (Excel, Word). * Experience with MIP or similar nonprofit accounting systems preferred; ADP Workforce Now a plus. * Strong attention to detail, analytical skills, and communication abilities. * Ability to manage multiple priorities, meet deadlines, and work collaboratively across departments. * Ability to maintain confidentiality and adhere to compliance and regulatory requirements. * Prior nonprofit experience preferred. Why You'll Love Working Here * 35 hours per week * 13 paid holidays * 25 PTO days per year (pro‑rated first year) * Comprehensive health, dental & vision coverage for full‑time employees * Employer‑paid life insurance (full‑time) * Ancillary benefit offerings * Flexible Spending Account (FSA) option * Health Savings Account (HSA) option with HDHP enrollment * Employer‑paid Employee Assistance Program (EAP) * 403(b) Retirement Plan (eligible after first pay period) with employer contribution after six months Applicants must reside in New York State to be considered. Compensation range may vary based on factors including but not limited to skills, education, location and experience. Apply today at: As an Equal Opportunity Employer, Catholic Charities of Buffalo is committed to providing equal employment opportunities to all individuals, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Catholic Charities of Buffalo will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities, unless such accommodations would impose an undue hardship on the operation of the business. If you require reasonable accommodation during the application or interview process, please contact . Job Posted by ApplicantPro

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

Job DescriptionDatabase Administrator Grider Support Services, LLC is a proud partner of Erie County Medical Center (ECMC) and is dedicated to providing high-quality patient-centered care to our community. We are seeking a Database Administrator. ???? Location:462 Grider Street Buffalo, NY ???? Department: Reporting to ECMC Foundation ???? Shift: Full-Time | Monday–Friday, 8:00 AM – 4:00 PM Job Duties • Manage and maintain the organization’s donor and constituent database (Raiser’s Edge), Auction software (GiveSmart) and other prospecting tools including DonorSearch., • Ensure accuracy, consistency, and integrity of all records., • Develop and enforce data entry standards and procedures., • Monitor database performance and troubleshoot issues., • Enters and updates prospect/donor records and constituent data in database., • Processes gifts/pledges and transmittal of acknowledgement receipts/letters., • Perform regular data cleaning, deduplication, and updates., • Manage imports and exports of data from various systems., • Create quarterly and ad-hoc reports for fundraising, finance, and leadership teams., • Track key fundraising metrics, donor engagement, and campaign performance., • Pull queries and provide insights to support strategic decision-making., • Support fundraising campaigns by preparing mailing lists and segmentation., • Manage gift entry, donor acknowledgments, and pledge tracking., • Coordinate with the development team to track donor history and engagement., • Collaborates with Foundation personnel in prospect research including the generation of donor and prospect profiles., • Works with Foundation team and Finance to reconcile gifts and provide transaction information/reports as needed., • Captures all donor and prospect engagement activities in database to include event participation and other forms of outreach., • Trains Foundation employees on use of fundraising software and updates to software as needed., • Integrate the database with online donation platforms, email marketing tools, and event management systems., • Work with IT vendors or internal staff on upgrades, system changes, and new tools., • Ensure data privacy and compliance with relevant regulations., • Manage user access permissions and security protocols., • Maintain documentation for database procedures and policies. Benefits: We offer a competitive salary and benefits package. The hiring range is between $60,000 to $80,000 per year. Enjoy generous PTO, paid holidays, and top-tier medical coverage with low premiums and full deductible coverage through an HRA—plus dental, vision, life insurance, and great discounts! Qualifications Education: • Graduation from a regionally accredited or New York State registered college or university with a Bachelor’s Degree and two (2) years of general database administration., • 10+ years of direct experience may apply in lieu of college degree. Experience: • 3–5 years of database management or CRM administration experience., • Experience supporting fundraising or donor management systems preferred., • Experience with Raiser’s Edge preferred., • Experience with GiveSmart preferred., • Experience with DonorSearch preferred. Skills & Competencies: • Strong data analysis and reporting skills., • High attention to detail and data accuracy., • Knowledge of CRM systems and data governance practices., • Proficiency in Excel and data import/export tools., • Working knowledge of not-for-profit fundraising principles and practices., • Ability to handle multiple priorities. Grider Support Services, LLC. is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved. • The pay range listed is a good faith determination of potential base compensation that may be offered to a successful applicant at the time of posting. When determining pay, several factors will be considered including but not limited to location, specialty, service line, years of relevant experience, education, professional credentials, internal equity, and budget.

Job Description About Us: Join our family-friendly team at Cortese Construction Services, where a relaxed, supportive atmosphere meets professional growth. This role complements our internal accounting staff and offers the chance to make a meaningful impact on our overall financial operations. Position Summary: The Cost Controller will ensure accurate financial records, clean balance sheets, and reconciled P&Ls while driving operational analysis and project cost control. You'll help steer budgets, track productivity, internal staff point incentives and fill operational gaps as needed. Key Responsibilities: Accounting / Finance: • Maintain and reconcile A/R, A/P, G/L; ensure clean balance sheets and P&Ls., • Manage Accounts Payable, issue payment for vendors/subs., • Oversee QuickBooks Enterprise/QuickBooks Online (QBO) setup, updates, and troubleshooting., • Install, manage, and maintain QuickBooks Online cloud-based daily functions., • Train support staff in the use of QuickBooks Enterprise/QBO., • Liaise with CPAs, banks, auditors, and external partners., • Prepare monthly and ad-hoc financial reports., • Manage and reconcile balance sheet accounts, fixed assets, commissions, and adjusting entries., • Develop and maintain job cost and performance reports., • Analyze employee point incentives and company performance metrics., • Benchmark overhead and advise on cost-saving opportunities., • Support operations managers with vendor/customer disputes., • Coordinate with legal counsel as directed., • Gather data for dispute resolution as needed. Qualifications: Required: • 5-7+ years' experience with QuickBooks Enterprise/QuickBooks Online (QBO), from installation and setup to reporting., • Bachelor's degree (Accounting or related field)., • Construction industry and job-cost accounting knowledge., • IT skills (cloud email support, server environment familiarity)., • HR and employment law knowledge. Benefits: • Health Insurance, • Retirement Plan, • Flex Plan, • Relaxed, family-friendly environment Apply today to join a team that values both professional excellence and work-life balance.

Job Description ★ NOW HIRING: New Truck Salesperson At Hunter Truck, our people are the heart of everything we do, and we’re excited to grow our team! Since 1938, our family-owned Peterbilt dealership has built its reputation on integrity, teamwork, and outstanding service across Pennsylvania, West Virginia, New Jersey, and New York. If you’re looking for a place where your ideas matter, your growth is encouraged, and your work truly makes an impact, you’ll thrive here. Why join our sales team? • Most of our salespeople began their careers with little to no experience — if you're ready to learn, we're ready to teach!, • The average tenure on our team is 14 years — we give our people all the tools they need to succeed long term., • Many of our top performers have been with us for over 30 years. POSITION AT A GLANCE Location: [Buffalo, NY Position Type: Full-Time Schedule: [Monday through Friday, 8:00 AM to 5:00 PM - Occasional Saturdays as needed Address: [2370 Walden Avenue, Buffalo, NY 14225 Pay: $65,000 to $75,000 starting base salary - Based on experience [ONLY NJ/NY] WHAT YOU’LL DO As a New Truck Salesperson, you’ll meet sales goals while building lasting customer relationships. You will: ➤ Actively call on and maintain a customer base within your territory with at least 40 customer visits per month. ➤ Become a trusted business advisor by listening and understanding customers’ operations and needs. ➤ Create and present professional, tailored presentations and proposals. ➤ Stay current on truck products, technology, features, and inventory. ➤ Maintain the Hunter proprietary customer follow-up system to encourage repeat and referral business. ➤ Demonstrate enthusiasm and commitment to customer satisfaction. ➤ Submit all closed deals with proper paperwork to the finance and insurance manager. ➤ Ensure sold trucks are clean, fueled, and operational before delivery. ➤ Conduct customer deliveries, explaining operating features, warranty, and documentation. ➤ Process complete sales orders according to dealership policies. ➤ Maintain and build relationships with existing customers. ➤ Introduce customers to parts and service personnel to highlight dealership offerings. ➤ Follow up on post-delivery items, “we-owes,” and special requests. ➤ Make sales calls using self-provided dependable transportation. ➤ Participate in manufacturer and international training programs. ➤ Maintain a professional business appearance at all times. ➤ Adhere to and promote all workplace health and safety policies. WHAT YOU BRING ◆ Education & Experience: High school diploma or GED required; Bachelor’s degree preferred and/or 1–2 years sales experience (or equivalent combination). Basic computer skills required. ◆ Language Skills: Ability to read and interpret documents, write routine reports, and effectively present to managers, clients, and customers. ◆ Certificates & Licenses: Valid Driver’s License, must meet company insurability standards. Commercial Driver’s License required (can be obtained upon hire). ◆ Physical Requirements: Frequently stand, walk, sit, reach, climb, balance, stoop, kneel, crouch, crawl, talk, or hear. Occasionally lift/move up to 50 lbs. Vision includes close, distance, color, and peripheral vision. WHY WORK WITH US ► Your hard work earns real rewards with competitive pay and bonus opportunities ► Comprehensive benefits package to keep you and your family covered ► 401(k) with company match because your future matters ► Your success is our priority. We offer training, mentorship, and advancement opportunities ► A supportive, team-first culture where you’re never just a number ► A legacy of stability in a company that is family-owned and trusted since 1938 READY TO APPLY? If you want a role where you're valued, supported, and able to grow, this is it. Apply today and take the next step in your career. Hunter Truck is an Equal Opportunity Employer. We celebrate diversity and are committed to building an inclusive workplace for all employees

Job DescriptionSummer Internship Program Are you looking for an exciting internship program in the insurance and finance industry? Americo and IPFS are excited to co-host our 10 week paid internship program in Buffalo, NY! *Note: This is an onsite internship. Consequently, you must be in the Buffalo, NY area to be considered. Job Summary: Launch your career with Imperial PFS in our 2026 Summer Internship Program! You’ll have the opportunity to work on projects, build your skills, and network with professionals across companies and other interns. In addition, you’ll gain real-life experience and explore what it’s like to work as part of an organization that exemplifies people, performance, and possibilities. Over the 10 week program, you will participate in business projects, mentoring, professional development, and team-building activities designed to set you up for professional success. About Imperial PFS: You’re legendary. We’re hiring. Let’s talk! Apply today for an opportunity to join North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 600 Associates and 28 locations across the United States, Puerto Rico, and Canada. Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.” How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry. What We Offer: We are looking for students who are ready to take on stimulating projects and gain exposure to various industry initiatives. Our companies offer the following: • 10 weeks of work experience (June – August), • Competitive pay, • Independent and team project experiences, • Career development, • Networking and community engagement opportunities, • You're self-directed, creative, and willing to go the extra mile for your team., • You have strong communication skills and are passionate about working with others., • You have a high level of energy, enthusiasm, and professionalism., • Must be currently pursuing a degree and remain fully enrolled in the program during the duration of the internship, • Must be able to begin an internship in June in Buffalo, NY, • Freshman through Senior standing in a four-year institution pursuing a Bachelor’s degree *Salary range: $17- $19 (Depends on year in school)

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $75,000+ at plan with benefits Responsibilities: • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisorQualifications:, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Bachelor’s degree in business administration, finance, or related field is required, • Strong interest in financial planning and investment management, • Excellent interpersonal and communication skills, • Sales experience or customer service background, • Willing to study and obtain a Life Insurance license, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessaryAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description SUMMARY: Howard Hanna Mortgage seeks a full-time Mortgage Loan Processor. DUTIES & RESPONSIBILITIES: • Review application package for required program disclosures and Company, Agency, Investor, RESPA and ECOA compliance., • Maintain open line of communication with the applicant throughout the processing period, assisting them with any questions and notifying them of any additional information or documents required., • Notify borrowers and Finance Manager, of underwriting decision and any condition that must be satisfied prior to title transfer., • Send out all applicable approval letters to parties, borrower, finance manager, selling realtor, etc., • Copy credit package and prepare file for closing department. Be sure information for insurance is in file., • Maintain an accurate pipeline record and update for all loans in process., • Work closely with post-closer to meet any additional requirements from investor for their completion to purchase., • Work closely with Operations Manager to maintain updated QC reports, make any corrections necessary and remit to QC for review, • Three (3) years of mortgage banking experience, preferable in loan processing, • High school diploma required, • Experience processing files in New York State required, • Excellent communication skills (oral, written and phone), • Ability to interact effectively with customers and other company staff to solve problems and contribute to the team, • Strong analytical skills with aptitude for figures, • Reliable, proactive, and self-motivated, • Exceptional attention to detail with the ability to handle multiple duties, • Proficient in Microsoft Office programs and data entry Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees. Powered by JazzHR 6FtCZJBmyf

Job Description Cooperidge Consulting Firm is seeking a Controller for a respected, mission-driven organization in the Buffalo, NY area. This is a senior-level, hands-on leadership role designed for an accounting professional who thrives at the intersection of strategy and execution. Reporting directly to the CEO, you will be the primary architect of the organization's financial health, responsible for bringing structure and clarity to the accounting function. We are looking for a "trusted advisor" who can stabilize and modernize financial systems, manage rigorous GAAP reporting, and provide the Board of Directors with the data-driven confidence needed to drive the mission forward. Job Responsibilities • Financial Stewardship: Prepare and review comprehensive monthly, quarterly, and annual GAAP financial statements for executive leadership and the Board., • Operational Oversight: Manage all day-to-day accounting functions, including General Ledger (GL), AP/AR, cash management, and complex reconciliations., • Modernization & Control: Maintain and proactively improve internal controls, accounting policies, and procedures to mitigate financial risk., • Audit & Tax Leadership: Serve as the primary liaison for external partners; lead annual audits and ensure the timely submission of all required tax filings., • Budgeting & Forecasting: Lead the annual budgeting process and develop robust cash flow projections and variance analyses (Budget-to-Actual)., • Strategic Advisory: Identify financial risks and recommend mitigation strategies directly to the CEO., • Bachelor’s degree in Accounting, Finance, or a related field is REQUIRED., • Minimum of seven (7) or more years of progressive accounting experience is REQUIRED., • Expert-level knowledge of GAAP, internal controls, and audit coordination.Preferred Skills & Certifications, • CPA or equivalent certification is highly preferred., • Proven track record of strengthening, stabilizing, or modernizing accounting functions., • Experience presenting financial data to Executive Leadership and Boards of Directors.Soft Skills, • Ability to work with a high degree of independence and manage multiple shifting priorities., • Comprehensive health, vision, and dental insurance plans, • Life insurance coverage, • 401(k) retirement plan with company matching contributions, • Paid time off including vacation, sick leave, and holidays, • Opportunities for career growth and advancement

Job Description In Payroll Country, our Sales Account Executives don't like to be fed, they like to hunt. We'll give you a chair, but you won't use it much. Instead, you'll spend a lot of your time in the field, greeting prospects with a smile and a handshake, not a template email. When you're not, you'll be actively researching and pursuing new business through social media, cold-calling, and whatever resources you can manage. That's not to say that you won't have technology to back you up, though. Our entire sales force has access to a world-class, all-encompassing CRM. Not to mention, the full support of everyone else in the Complete Payroll family. If you're experienced, confident, driven by success, can work both autonomously and part of a team, and a master networker, then not only will you reap the benefits of our generous commission structure, but you'll also have a home in Payroll Country. Who You Are We are seeking candidates with inside sales and/or B2B outside sales experience with a proven track record of success. Someone with the passion for providing small to large businesses across WNY (even nationally) with the best payroll, timekeeping and HRIS solutions through Complete Payroll. You should have experience with cold calling and/or doing walk-ins and the ability to stay organized while working autonomously. In a nutshell, you are: • Driven and determined to be the best at what you do., • Coachable., • Determined to help customers see why we are the best solution, • Experienced with a CRM such as Salesforce, Hubspot, • Comfortable and experienced with technology as you will be using it all the time, • Proven success record in new business acquisition is a must. You understand that this is a position that is solely focused on developing new business. Complete Payroll is a family-owned business that has been providing payroll, timekeeping and HRIS solutions to local businesses (across 49 states) primarily in WNY for over 25 years. We pride ourselves on the fact that we have 3 times the number of employees on the service end than the sales end. We are focused on ensuring that our clients know who is handling their payroll and feel like they can get answers when they need them. We know that not every solution that we provide to our clients should be the same, so we focus on only providing the services that they need. We have a team of dedicated transition specialists to welcome every single client on board and ensure that their experience with our company is seamless and hassle-free right from the start. Most importantly, we provide each client with one single customer service representative to work with every step of the way, not a call center. This is why we are proud to say that we have been able to retain over 90% of our client base consistently. Our Account Executives don't answer customer complaints or billing issues all day long because frankly, we don't have many. Here's a few other reasons to join our team: Position Summary and Responsibilities An Account Executive (AE) will be expected to generate leads to acquire new business by prospecting business owners and company decision makers to build rapport and develop strategic, long-lasting relationships. AE's will prospect leads to generate face to face meetings in an effort to analyze the potential client's needs and interests and present a suite of products offered by Complete Payroll that would be a viable solution for their business. An AE will be responsible for meeting monthly and annual predetermined sales quotas as well as reporting their sales activities and business pipeline weekly to the Regional Sales Manager. An AE will need to possess and represent the highest level of ethics and protect the reputation, policies as well as the visions and values of Complete Payroll. It is critical for an AE to work to develop a professional network, referral sources and corporate partners to grow the Complete Payroll brand and market share. Essential Functions: • Generates leads through cold calling, networking, and building referral relationships., • Sustains rapport with key accounts by making periodic visits; exploring specific needs; anticipating new opportunities., • Provides information by collecting, analyzing, and summarizing data and trends; forecasting and projecting expected sales volume; contributing marketing and sales information and recommendations to strategic plans and reviews., • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies., • Records daily activities in HubSpot. These are reviewed at least weekly with the Regional Sales Manager., • Accomplishes organizational goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Required: • Prefer 4 year degree in Business, finance, or marketing or equivalent experience, • A minimum of 2 years successful B2B sales experience, • Outstanding interpersonal, organizational and sales skills, • Excellent ability to multitask and prioritize in a busy, fast-growth environment, • Proficiency in MS Word, Excel and PowerPoint is essential Payroll sales experience is a major asset. Base Pay Range: $50,000 - $80,000 per year Commissions paid on top of base pay per Compensation Agreement Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental Insurance, • Employee assistance program, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Tuition reimbursement, • Bonus opportunities People with a criminal record are encouraged to apply

Job Description Skyworks LLC is a family-owned and operated construction equipment rental company. Skyworks is a team inspired by a positive culture to build exceptional customer experiences. Our corporate office in Buffalo, NY is looking for an experienced Staff Accountant. The Staff Accountant will: • Assist with researching and reconciling general ledger accounts to bank accounts and sub ledger., • Assist with the month end and year financial closing., • Assist with bank field examinations, • Assist with Equipment appraisals., • Prepare, analyze, and file sales, use, excise, and other tax returns and filing for multiple divisions and entities., • Oversee the customer and vendor tax exemption tracking process to ensure that all required tax exemption certificates are properly filed in database systems and available for audit scrutiny., • Analyze and provide guidance on tax compliance, tax laws and regulations, and related internal processes., • Assist with states monthly and quarterly filings., • Assist with special projects such as acquisitions., • Other duties as assigned Minimum Qualifications for the Position: • Bachelor’s degree in Accounting, Finance or Business., • Microsoft 365 suite Critical Competencies: • Excellent verbal and written communication., • Confidentiality, experience managing and protecting sensitive data and information., • Multi-tasking and priority management, ability to manage deadlines., • Strong attention to detail. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Vision insurance #INDCORP #zr

Job DescriptionOverview Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description We are currently hiring for multiple positions. Don't miss this opportunity to meet our team and get started right away! Open House Job Fair on April 7th from 10:00am - 3:00 pm at 199 scott St Buffalo NY What We Offer: • State Guard Training Provided, • DailyPay Available, • Competitive Wages, • Growth Opportunities RESPONSIBILITIES: • Perform security patrols of designated areas on foot or in vehicle, • Watch for irregular or unusual conditions that may create security concerns or safety hazards, • Sound alarms or calls police or fire department in case of fire or presence of unauthorized persons, • Warn violators of rule infractions, such as loitering, smoking, or carrying forbidden articles, • Permit authorized persons to enter property and monitors entrances and exits, • Observe departing personnel to protect against theft of company property and ensures that authorized removal of property is conducted within appropriate client requirements, • Investigate and prepare reports on accidents, incidents, and suspicious activities; maintain written logs as required by the post, • Aid customers, employees, and visitors in a courteous and professional manner, • Must possess a high school diploma or equivalent or 5 years of verifiable experience, • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment, • Valid driver's license if driving a company or customer-owned vehicle, • As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws; Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws, • As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law, • No prior experience required, • Be at least 18 years of age, or higher if required by the state (21 years, if armed), • Reliability and ability to adapt to different post assignments, • Be able to operate radio or telephone equipment and/or console monitors, • Demonstrated ability to interact cordially and communicate with the public, • Effective oral and written communication skills; able to write informatively, clearly, and accurately, • Active listening and problem-solving skills, • Assess and evaluate situations effectively; identify critical issues quickly and accurately, • Mediate conflict with tact, diplomacy, • Teamwork, • Ability to speak, read, and write in multiple languages (e.g., Spanish, Portuguese, French, Arabic), • Health insurance and 401k plans for full-time positions, • Schedules that fit with your personal life goals, • Ongoing paid training programs and career growth opportunities If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: . Requisition ID 2026-1558186

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off Newbury Franklin Industrials (NFI) is the data-driven industrial manufacturing and distribution platform of Newbury Franklin, a private equity firm focused on long-term holdings. NFIs team is made up of highly motivated individuals looking to make a direct impact in the companys growth and execution of our long-term strategy. Our family of companies includes seven operating entities, including an electrical components manufacturer founded in the 1970s, a manufacturing and distribution company with more than 100,000 unique products, and an e-commerce platform organically created from our talented team in-house. Our long-term strategy is to build and grow a geographically diverse industrial powerhouse via both organic growth and acquisitions. NFI and its companies have a presence throughout the U.S., which may provide opportunities for geographic relocation and career growth Job Overview The Corporate Accountant will serve as a strategic and operational partner to the Director of Finance, acting as a right-hand leader across the organizations accounting, finance, and treasury functions. This role is ideal for a hands-on, ambitious finance professional who is ready to take ownership, drive results, and learn the strategic side of finance while helping scale and strengthen the team. Key Responsibilities Financial Reporting & Close • Lead and support month-end, quarter-end, and year-end close processes across multiple entities., • Prepare, review, and analyze financial statements and management reports for leadership and key stakeholders., • Assist with audit preparation and coordination with external auditors.Budgeting, Forecasting & Analysis, • Support budgeting, forecasting, and cash flow management initiatives., • Analyze financial performance, identify trends, and provide insights to support business decisions., • Partner with the Director on financial modeling, scenario planning, and investment evaluation.Treasury & Cash Management, • Help manage daily cash operations and short-term liquidity., • Assist in working capital optimization, debt compliance, and lender reporting.Internal Controls & Process Improvement, • Support strengthening internal controls, process improvements, and ERP/system initiatives., • Help maintain consistent policies and procedures across entities.Strategic Support & Team Leadership, • Serve as a second-in-command to the Director, stepping in on key initiatives and decisions as needed., • Partner with the Director on strategic initiatives, including growth planning and transaction readiness., • Mentor and guide other accounting and finance staff to ensure high performance and professional growthWhat Were Looking For, • 37 years of accounting or finance experience in a hands-on, multi-entity environment., • Strong work ethic, curiosity, and drive to take ownership and make an impact., • Willingness to learn and grow under mentorship while contributing immediately., • Comfortable balancing day-to-day execution with exposure to high-level strategy.Benefits include:, • 401(k) with employer match, • Medical, dental, vision, short-term and long-term disability, and life insurance benefits, • Paid time off, • Performance-based annual bonus

Job DescriptionDescription: Carrier Process Equipment Group (CPEG) offers customers a comprehensive line of large industrial processing equipment for a wide variety of industries. By combining engineering expertise including high tolerance fabrication and assembly, we design and manufacture custom bulk processing equipment solutions. Please visit us at to see the full scale of our product lines and solutions including the diverse family of brands who make up our portfolio. We are looking for a full-time Senior Accountant at our Tonawanda, NY location. This is an onsite position that is responsible for providing accounting support to the Finance leadership team. The Senior Accountant provides support by researching and analyzing accounting records, preparing general ledger journal entries in accordance with GAAP, and assisting in the preparation of financial statements and financial analysis/reports for 5 operating companies. Responsibilities • Performs duties and responsibilities in compliance with CPEG Buffalo’s accounting procedures;, • Monthly accounting; closing of ledgers and subledgers;, • Prepare reconciliation/schedules for balance sheet accounts;, • Classify, record, and summarize numerical and financial data;, • Analyze monthly and quarterly financial results;, • Prepare financial budgets and forecasts;, • Analysis and explanation of budget vs. actual variances, • Preparation of responses to year-end audit requests;Requirements:, • Associate’s degree in accounting or related field required;, • Bachelor’s degree in Accounting or related field preferred;, • 3 years+ experience in accounting preferred;, • Familiar with standard concepts, practices and procedures within the accounting field;, • Develop professional and process expertise to provide improved assistance to internal and external customers;, • Maintain a customer-focused perspective in all activities initiated to ensure that customer needs are successfully met;, • Relies on judgment and experience to plan and accomplish goals;, • Ability to meet deadlines;, • Excellent communication skills, both written and verbal;, • Intermediate proficiency in Microsoft Word, Excel and Outlook;, • Able to maintain effective working relationships with staff and those encountered in the course of work;, • Able to carry out detailed written or oral instructions;, • Able to manage a number of projects at one time with frequent interruptions;, • Experience with Syteline ERP system preferred;, • Manufacturing experience preferred;, • Experience with financial budgeting and forecasting preferred., • Experience with state sales tax reporting and compliance preferred Competitive Benefits • Generous paid time off as well as 80 hours of holiday pay each year., • Ability to become an Employee Owner. This benefit is fully funded by the company—no employee contribution required—and builds value for you over time based on the company's performance. While results vary from year to year, the ESOP consistently delivers retirement benefits that exceed those of a typical 401(k) match., • Medical, Dental, and Vision Insurance. We provide a company contribution with Health Savings Account (HSA) participation. Flexible Spending Accounts (FSAs) are also available for healthcare and dependent care expenses, regardless of whether you are enrolled in a company medical plan., • Company paid Basic Life Insurance, Accidental Death & Dismemberment (AD&D), and Long-Term Disability coverage, along with supplemental Short-Term Disability coverage (company pays 50% of premium)., • Voluntary coverages such as additional life insurance, accident insurance and more., • Employee Assistance Program. Our EAP offers free, confidential support including legal and financial consultations, counseling services, estate planning, travel assistance, and work-life resources such as childcare, eldercare, and health advocacy., • Employee Referral Program bonus., • Educational Assistance., • Career Advancement. CPEG is 100% employee-owned and led by a dynamic executive team of talented individuals who have risen through the management structure., • Option to contribute to a 401(k) plan with flexible loan feature—invest in your future while keeping access to your funds if you need them. *The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Job Description How about TODAY being the day you take back your life and secure your future? The finance industry makes more millionaires than any other industry in the World! My name is Beau, founder and owner of The Hirsh Agency, and we are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are ready to learn the business, work hard, have fun, and finally earn what you’re worth. NO COLD CALLING! You will be selling life insurance ONLY to people who have already reached out and asked for someone to help them with life insurance. NO membership fees, dues, franchise fees, etc. NO sales quotas, no condescending bosses, no sleazy sales tactics, no neckties (unless that's your thing) Hands-on training and mentoring from me and my team of very successful agents Opportunity to own your own agency (if desired, not required) Looking for the right kind of people, the kind of people that align with our core values. 1. Relationships matter, people come first, 2. Relentless pursuit of personal growth, 3. Open, honest, productive communication, 4. We do things right, even when no one is looking, 5. We work as a true team and strive to be a positive influence, 6. We act like owners because we own it., 7. Being of service and doing good in the world, 8. We have fun and we get stuff done. If these sound like you, then you might be the perfect fit for our team! And I think we need to talk further about that possibility. Here's my quick background, and I hope that you can see that if being part of this industry and team can do this for me, it can do it for you too. I moved to Los Angeles out of college way back when to pursue a career in music. It was a wild ride and I did a lot of amazing things, but I eventually hit a point where I was seeing the writing all over the wall. I was getting older and just wasn’t making enough money. In desperate need in of finding something new, I found a craigslist ad in 2019 and got my life insurance license. It was on a whim, and I had no idea what I was getting into, but it has completely transformed my life! It took me a moment to find my footing but once I did, there was no turning back. The beautiful thing about the insurance industry is that it allows for a flexible work schedule and it allows a person to make as much money as they would like. Provided they are willing to work hard to get it, the sky is truly the limit here. I went from knowing literally nothing about insurance, to working from home and bringing in about 20K per month. Again, this takes VERY hard work, but it’s super possible. If I can do it SO CAN YOU!! With quality leads to call and incredible mentorship and training, the symmetry system works.. as long as you work it. I've had the opportunity to travel internationally on ALL EXPENSE PAID trips, made $1000's in bonuses, given myself multiple raises, and now am building a team of amazing agents that I'm teaching and training to do the same! And I hope you are the next person to join! You’ve heard the old saying, “It’s not WHAT you know, it’s WHO you know.” Deep down inside you’ve known there was something better for you. You’ve just been waiting to get connected to the right people. Maybe you’ve been burned and you’re skeptical like I was. I get it. But don’t let past failures or disappointments keep you from your greatest breakthrough. If you're the person who is feeling something inside as you read this ad, you're the person we've been looking for. Come join our team and find your home. Schedule your time below and let's talk! -Beau

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development Beyond the office, Im passionate about leadership and community. With a Bachelors in Marketing and a Masters in Organizational Leadership, Im also a board member of the Orchard Park Academy of Finance and an active member of the Orchard Park Chamber of Commerce. As a proud boy mom and sports mom, I understand the importance of balancing family, work, and personal growthand I bring that same energy to my team. Why Join Us? Were a close-knit team that values collaboration, growth, and fun. With a mix of team competitions, incentives, and a hybrid work model, we create a supportive environment where success is celebrated. If youre ready to bring your skills to an engaging and dynamic office, wed love to meet you! Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.Requirements:, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions Valerie Parillo - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job Description Cooperidge Consulting Firm is seeking an Asset Accountant for a top Financial Services client in Williamsville, NY. This is a high-growth "ground floor" opportunity within a stable, reputable organization that actively promotes from within. The Asset Accountant serves as a critical member of the accounting team, managing the lifecycle of fixed assets and supporting capital project tracking. This role is designed for a detail-driven professional who seeks long-term stability and a clear trajectory into senior auditing or specialized accounting departments. Job Responsibilities • Fixed Asset Management: Maintain and manage all fixed asset accounts, including complex setups, transfers, and depreciation schedules., • Transaction Oversight: Review and audit fixed asset financial transactions to ensure accuracy and compliance with internal standards., • Capital Projects: Create and analyze accounting entries tied to various capital projects and oversee detailed project cost tracking., • Financial Reporting: Handle regulatory reporting requirements and perform complex reconciliations., • Process Improvement: Participate in special projects to streamline asset accounting workflows and improve data integrity., • Bachelor’s degree in Accounting, Finance, or a related field is REQUIRED., • Minimum GPA of 3.0 or higher is MANDATORY (Official transcripts will be requested).Experience, • Minimum of five (5) or more years of professional accounting experience is required., • Proven track record of professional stability; candidates with frequent job changes ("job hoppers") will not be considered., • Background in fixed asset accounting, budgeting, or SOX compliance is highly preferred.Skills, • Solid knowledge of GAAP accounting principles and procedures., • Advanced Excel expertise and the ability to thrive in a collaborative, team-centric environment., • Experience with PeopleSoft Financials or similar enterprise-level platforms is a significant plus., • Comprehensive health, vision, and dental insurance plans, • Life insurance coverage, • 401(k) retirement plan with company matching contributions, • Paid time off including vacation, sick leave, and holidays, • Opportunities for career growth and advancement

Job Description Asset Retention Specialist Imperial PFS is hiring an Asset Retention Specialist to join our growing team in Amherst, New York! This is a full-time, in-office role with hours Monday–Friday, 8:00 AM – 5:00 PM. The position will transition to a hybrid schedule upon successful completion of training. The Asset Retention Specialist plays a crucial role in maintaining and strengthening relationships within an assigned agency territory. This position is responsible for managing canceled loans, supporting new associate development, and ensuring collection efforts are completed professionally and efficiently. With a focus on providing legendary service, the Asset Retention Specialist partners with multiple stakeholders to enhance the overall customer experience. Key Responsibilities • Provide legendary service by responding promptly and professionally to inquiries from Agents, Brokers, Carriers, and insured Customers, ensuring all account interactions are accurately documented., • Manage a designated territory of canceled loans by coordinating return premium discussions, establishing suitable repayment options, and maintaining clear notes throughout the collection process., • Analyze arrears and collaborate with agency partners to understand causes, resolve issues, and communicate impacts to internal and external stakeholders., • Support asset management efforts by utilizing tools and reporting to track asset performance and prepare recommendations for loan losses or write-offs when appropriate., • 3+ years of work experience in any of the following: administrative, customer service, insurance, commercial lending, or related, • Excellent verbal and written communication skills, • Experience building and maintaining successful working relationships, • Basic proficiency in Microsoft Word, Excel, and Outlook., • Ability to successfully work in group settings and autonomously, • Strong organizational skills and time management skills, • High school diploma completed, some college preferred but not required The salary range for this position is $42,000 – $56,000 plus a full benefits package. If an offer is made, final compensation will reflect relevant market data along with the candidate’s prior experience, education, and qualifications to ensure internal equity. You’re legendary. We’re hiring. Let’s talk! Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, we’ve grown to more than 500 Associates across 30+ locations in the United States, Puerto Rico, and Canada. Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.” We empower our Associates to provide legendary Customer service unparalleled in our industry. For Our Associates At the office: Parking and commuter benefits based on location. Getting started: A comprehensive paid training program designed to prepare and energize new team members. Staying healthy: • Access to LiveWell, our wellness program, • Employee Assistance Program We value our Associates and strive to make work enjoyable with team events, corporate outings, lunches, and occasional surprises (even the occasional ice cream truck!). Peace of mind: A comprehensive benefits package including: • Medical, • Prescription, • Dental, • Voluntary vision, • Voluntary life/dependent life, • Group term life, • AD&D #IPFSUS

Job Description ABOUT US At Windward Communities, we’re more than just a network of manufactured housing communities—we’re a growing family dedicated to creating safe, welcoming, and affordable places for people to call home. With 21 communities across the United States and over 7,500 home sites, each location is thoughtfully designed to reflect the local character and offer amenities like playgrounds, dog parks, picnic areas, and swimming pools. But what truly sets us apart? Our people. If you’re passionate about making a difference and being part of a team that values community, compassion, and commitment—we’d love to meet you. Discover more about Windward Communities by visiting PAY & BONUS Competitive base salary and an exceptional bonus/incentive plan designed to reward your hard work and success. Bonus Plan includes commissions, quarterly bonus, performance bonus payout, and year-end bonus pool. SUMMARY The Regional Vice President of Operations position is responsible for directing the overall operations of an assigned region, providing day-to-day guidance to next-level leaders, ensuring efficient and effective operations, driving occupancy, sales, and profitability, as well as leading and executing company initiatives. This position is a key leadership role on the Windward Communities Senior Leadership Team, helping to create a best-in-class customer service experience in the manufactured housing industry. This role will require regular travel (50% - 75%) within the assigned region as well as frequent in-office visits to our Corporate Office in Clearwater, FL for ongoing Leadership meetings. We are searching for a well-rounded Operations Leader who can lead, inspire, and coach team members across the full spectrum of community focus (Service, Sales, Occupancy, Retention, Value Proposition, Teamwork, Respect, Problem Resolution, Adaptability, and more) to create the right environment for team members and residents alike. WHAT YOU’LL DO • Leads and supports Community General Managers and other leaders to hit key goals., • Keeps a close eye on service quality to boost resident satisfaction, retention, and referrals., • Monitors community performance and profitability using financial reports, P&Ls, and key metrics., • Works with Community Leaders to enforce A/R policies and keep delinquency low., • Hires, coaches, and manages team members, ensuring accountability and strong performance., • Oversees development of operating budgets across operations, sales/leasing, and capital projects., • Partners with Sales & Marketing leadership to uphold brand standards and meet sales/leasing targets., • Collaborates with Construction leadership to ensure capital projects finish on time and on budget., • Leads portfolio-wide projects and initiatives that improve performance., • Coordinates with support teams—sales/marketing, acquisitions, inventory, HR, and finance—to drive smooth operations., • Contributes ideas and initiatives in portfolio strategy meetings to support brand growth., • Ensures communities follow all fair housing, employment, and regulatory requirements., • Other duties as assigned… REQUIRED SKILLS • Multi-site leadership experience (preferably in multi-family properties) – manufactured housing experience NOT required., • At least three years leading or supervising teams, with additional focus/exposure to the leasing and sales process within communities., • Strong sales, negotiation, and relationship‑building skills with employees, residents, and customers., • Able to juggle priorities, stay organized, and hit deadlines in a fast‑moving environment., • Comfortable with financials, admin tasks, and using data to spot issues and shape smart action plans., • Adaptable and quick to pivot as business needs change., • Tech‑savvy—confident with websites, spreadsheets, email, and similar tools., • Knowledgeable about federal, state, and local fair housing and employment laws., • Holds a valid driver’s license, clean driving record, and current auto insurance. PREFERRED SKILLS • Previous experience in multi-family properties, • Ability to adapt quickly to changing scenarios and priorities while keeping an eye on ‘big picture’ items and the ‘why’ behind key business initiatives, • Existing experience with Microsoft Office (Excel, PowerPoint) and knowledge or use of other digital tools (highly desired)

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Buffalo District! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet some of our local team: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan OConnor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Danforth is always looking for top talent and looking to connect with candidates! Don’t see a particular open role that matches what you’re looking for? We are accepting general applications for our departments in all locations, including estimating, project management, and sales. As an Estimator, you will play a crucial role in securing new and exciting projects. The day-to-day responsibilities will include; analyzing project documents to accurately quote costs related to labor, materials equipment, and subcontractors, and identify and report on risk. As a Project Manager, you will oversee financial budgets and manage the construction process by leading and executing assigned projects, monitoring, and maintaining budgets, reviewing project scope with field leaders, and collaborating with contractors and subcontractors. As a Sales Professional, you will develop sales strategies to meet goals and ensure peak performance by building and maintaining relationships across JWD and being an active member in industry-related organizations. We have sales positions in Design Build, Energy, and Service Contract As a Professional in our Shared Services team, you will work to support and enhance other JWD Teams, Customers, and/or Vendors in Information Technology, Procurement, Human Resources, Accounting & Finance, and Marketing. Our Culture: At Danforth, our greatest asset is our people. As an established 100% employee-owned company we are one of the largest mechanical contractors in the northeast. We have over 900 professionals in our offices, fabrication shops, and all our job sites across New York, Vermont, and Ohio. Our employees are dedicated to our mission of delivering industry-leading experiences to our customers every day. Our leadership team is committed to attracting and retaining the very best high-achieving talent to join our Danforth family to continue our sustainable and profitable growth. What we offer: • Danforth invests in you and your future with directed employee engagement, team support, career development, and mentoring., • We are a professional organization offering quality benefits including:, • Medical, dental, life insurance, 401(k), and ESOP with generous profit-sharing/matching contributions.

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