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Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: • San Antonio, Texas, • Plano, Texas, • Phoenix, Arizona, • Tampa, Florida, • Charlotte, North Carolina, • Chesapeake, Virginia * Relocation assistance is only available to San Antonio for this position * What you will do: * Provides executive leadership for the development and execution of USAA’s financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. * Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. * Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. * Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency’s operational goals and USAA priorities. * Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. * Facilitates the development and execution of the vision, and strategy for the line of business or staff agency’s financials for effective operational planning and forecasting, while operating within risk appetite parameters. * Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. * Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. * Implements control procedures and monitors financial accounting activities—such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable—ensuring compliance with internal policies and external standards. * Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. * Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. * Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. * Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. * Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. * Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. * Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. * Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. * Conducts ongoing financial analysis to identify emerging trends—such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. * Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. * Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: * Bachelor’s degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: * 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. * 8+ years of people leadership experience in building, leading and/or developing high performing teams. * Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. * Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. * Strong background in providing sound strategic decisioning applying financial analysis and data. * Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. * Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: * 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) * State level financial management * P&C capital management experience * Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 – $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Company Description CORALVITA Healthcare Group operates a Long-Term Acute Care Hospital (LTACH) and provides leadership across diverse post-acute care settings. The organization specializes in caring for patients who require extended, specialized treatment beyond what traditional hospitals offer. By leveraging technology, data, and strong partnerships with hospitals, physicians, and communities, CORALVITA delivers high-quality outcomes and smooth care transitions. Combining clinical expertise with strategic innovation, the company enhances patient experiences, supports care team success, and drives organizational excellence, all grounded in a commitment to ethical, patient-centered care. Reports To: Chief Executive Officer Department: Corporate Administration / Human Resources Position Summary The Senior Human Resources oversees the strategic and operational management of all HR functions related to employee benefits, compensation, and total rewards across the healthcare organization. Reporting directly to the CEO, this role serves as a key business partner to the executive team—balancing fiscal responsibility with a strong focus on employee engagement, retention, and compliance within a mission-driven healthcare environment. This individual ensures that the organization’s pay and benefits programs are equitable, competitive, and aligned with organizational goals, industry benchmarks, and regulatory requirements. Key Responsibilities Strategic Leadership Compensation Management Compliance & Risk Management Data, Systems & Reporting • Oversee HRIS systems to ensure accurate compensation and benefits data. Culture & Employee Relations • Support a people-first culture that values transparency, fairness, and professional growth. Qualifications Education & Certifications • Strong command of HR compliance, including FLSA, ERISA, HIPAA, and pay equity laws., • Financial acumen to interpret and present cost analyses and compensation data., • Exceptional interpersonal, leadership, and communication skills., • High degree of discretion and ethical judgment. Performance Metrics • Market competitiveness of compensation & benefits programs, • Year-over-year benefits cost control and ROI, • Turnover and retention in key roles, • Internal equity and compliance audit results, • Employee engagement scores related to pay & benefits, • Timeliness and quality of annual compensation and benefits cycles Ideal Profile This role is ideal for a strategic HR leader who combines a data-driven approach with a mission-driven mindset. They are comfortable reporting directly to the CEO, collaborating across finance, operations, and clinical leadership, and shaping the employee experience for a modern healthcare organization.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is seeking a Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5 million to $500 million. POSITION PURPOSE As a Commercial Banker, your primary role will be to grow and retain profitable relationships. This is accomplished by focusing on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. You will be a fully experienced, qualified relationship manager capable of independent activity. You should have proven client relationship skills, as well as extensive product knowledge, technical expertise and strong transaction execution skills. Credit process management is a critical component of your job. Performance will be measured by your effectiveness in many marketing areas, including but not limited to: calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships, and propensity to help build the franchise for the long term. You will also seek opportunities to cross sell into every relationship and anticipate the future needs of the client. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Solicit commercial clients; aggressively seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts., 2. Obtaining and maintaining COI’s and attending various networking events in the assigned geographic area., 3. Requires skills and experience loan structuring and credit analysis., 4. Generating a wide variety of commercial and real estate loans., 5. Closing loans typically in the $1 million to $10 million range., 6. Contributes to deposit growth by cross selling and promoting additional banking products, 7. Other duties as assigned. EDUCATION/CERTIFICATION: Bachelor’s degree in banking, finance or other related field is preferred. EXPERIENCE REQUIRED: Formally credit trained and /or underwriting knowledge and experience is preferred. Typically a minimum of seven years direct lending or credit support related experience with focus on business relationships KNOWLEDGE REQUIRED: Familiarity of the sales, loan processing and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C & I as well as Owner-Occupied and Investment Commercial Real Estate loans. SKILLS/ABILITIES: Ability to expand loans, client relationships and cross sell bank products. Must have good interpersonal and communication skills and proven track record of business development. Hours: Monday - Friday 8:00 AM to 5:00 PM.

Job DescriptionJob Title: Director of Account Management Location: Remote/Hybrid Department: Business Development and Client Relations Reports To: Chief Strategy Officer Job Summary: We are seeking a highly skilled and experienced Director of Account Management to work with large, self-insured employers, focusing on the delivery of high-quality healthcare data analytics solutions. The ideal candidate will have a strong background in healthcare analytics and a proven ability to translate complex, data-driven insights into actionable strategies and clear, digestible content for both analytical and non-analytical stakeholders. This role will involve leading client relationships, managing internal resources toward timely deliverables, and ensuring the effective utilization of analytics to drive value and client satisfaction. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Key Responsibilities: Account Management: • Act as the primary point of contact for self-insured employer clients, ensuring satisfaction and fostering long-term relationships., • Serve as a trusted advisor, understanding client needs and challenges, and offering strategic solutions to improve their healthcare programs., • Develop and maintain strong, strategic client relationships by understanding their business challenges and objectives, demonstrating exceptional problem-solving skills., • Coordinate and lead regular client check-ins, presentations, and strategic reviews to ensure alignment and satisfaction., • Collaborate with internal teams (data, data science, clinical and investigative, executives etc.) to ensure optimal service delivery to clients., • Become fluent in healthcare claims data as relevant to Company’s specific use case., • Nurture client relationships from infancy and throughout business relationship, including managing implementation process as needed., • Collaborate with new clients and their respective carrier(s)/data warehouse/PBM/other external constituents on all necessary documentation and other items in order to intake high-quality claims and health Plan data.Data Analytics & Insights:, • Utilize advanced analytics tools and techniques to create insights that inform decision-making, cost-saving strategies, and enhanced plan management., • Collaborate with internal teams to ensure the timely and successful delivery of data analytics solutions and insights., • Review client feedback and performance metrics to ensure solutions meet or exceed expectations., • Identify business enhancement opportunities that align with client needs and objectives., • Partner with the sales and solutions teams to develop strategic plans that address client goals., • Plan and lead client update presentations as well as ad hoc client meetings and written communications., • Assist the team in developing marketing initiatives, increasing business success, and enhancing sales.Communication & Reporting:, • Translate complex data and analytical insights into clear, actionable reports and presentations for non-technical stakeholders., • Develop and deliver regular client-facing reports and presentations that highlight key performance metrics, trends, and opportunities., • Explain technical concepts in a simple, understandable manner for benefits leaders, client executives and other decision-makers with limited technical expertise.Project Management:, • Coordinate internal resources and timelines to ensure smooth implementation and delivery of projects., • Troubleshoot client issues in a timely and proactive manner, ensuring client satisfaction., • Monitor key performance indicators (KPIs) to track the success of initiatives and client satisfaction., • Delegating tasks effectively and managing team dynamics.Team Collaboration:, • Work closely with cross-functional teams such as data scientists, project managers, and consultants to deliver cohesive client solutions., • Contribute to team-wide best practices, sharing insights and strategies to enhance client success., • Education:, • Bachelor’s degree in business, Marketing, Economics, Data Analytics or a related field., • Master’s degree is preferred but not required., • Experience:, • 5–8 years of experience in account management, client success, or related roles within data analytics, technology, or consulting environments., • 4 years of experience in healthcare data analytics., • 3 years of healthcare payment integrity experience., • Proven experience managing senior-level client relationships and negotiating contracts or agreements.Skills and Competencies:, • Exceptional interpersonal and communication skills with the ability to understand and communicate technical insights to non-technical audiences in a tailored and thoughtful manner., • Ability to thrive in a fast-paced and lightly structured environment., • Hands-on, doer mindset., • Highly collaborative, team-focused, open communication and candid work style., • Strong problem-solving and strategic planning abilities., • Ability to break down complex problems into manageable components., • Identifying trends, patterns, and key insights in data., • Developing actionable recommendations based on data analysis., • Understanding data analytics concepts, tools, and methodologies, with the ability to translate insights into client strategy., • Proven ability to lead and manage projects independently., • Experience in managing deliverables within deadlines.Preferred Knowledge:, • Strong existing relationships within jumbo self-insured plan sponsor community., • Procurement/medical ASA and/or PBM contract negotiation experience., • Familiarity with benefit analytics, data warehousing and claims data files., • Exposure to statistical methods, data modeling, or machine learning insights and how they inform business decisions. 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Job DescriptionSalary: About Plutus Health Inc.: Plutus Health Inc. is a leading provider of Revenue Cycle Management (RCM) services with SOC2 Certification. We are dedicated to helping healthcare providers improve their financial performance. Our expertise spans across various specialties. We are committed to delivering exceptional service and innovative solutions to our clients. As a result, Plutus Health Inc. has been recognized on the 5000 list of the fastest-growing private companies in America and ranked 100 in the Dallas area. Additionally, the company has been a 2024 finalist in the EY Entrepreneur Of The Year. Position Overview: The Fractional Chief Revenue Officer (CRO) will be responsible for overseeing all revenue-generating activities within Plutus Health Inc. This C-suite executive will develop and implement strategies to increase sales, expand market presence, and maximize revenue opportunities. The ideal candidate will have a proven track record in driving revenue growth within the healthcare or RCM industry. Key Responsibilities: 1. Revenue Growth Strategy: • Develop and execute comprehensive revenue generation strategies that align with the companys overall goals., • Identify new market opportunities and lead initiatives to capture additional market share., • Drive sales growth through effective sales strategies, partnerships, and business development activities. 2. Sales Leadership: • Lead, mentor, and develop the sales team to achieve and exceed revenue targets., • Establish and monitor sales performance metrics, ensuring accountability and continuous improvement., • Foster a high-performance sales culture focused on customer satisfaction and revenue growth. 3. Market Expansion: • Identify and evaluate new market segments and customer needs., • Develop and implement strategies to enter new markets and expand the companys footprint., • Collaborate with marketing to create targeted campaigns that drive demand and brand awareness. 4. Client Relationship Management: • Build and maintain strong relationships with key clients and partners., • Ensure high levels of client satisfaction and retention., • Develop strategies to upsell and cross-sell services to existing clients. 5. Revenue Operations: • Oversee the development and implementation of pricing strategies., • Collaborate with finance to forecast revenue, set targets, and monitor performance against goals., • Ensure the alignment of sales, marketing, and operations to drive revenue growth. 6. Data-Driven Decision Making: • Utilize data analytics to inform strategic decisions and optimize revenue-generating activities., • Monitor market trends, competitor activities, and industry developments to stay ahead of the curve., • Provide regular reports and updates to the executive team on revenue performance and opportunities. Qualifications: • Bachelors degree in Business, Marketing, Finance, or a related field., • Minimum of 10 years of experience in revenue generation roles, with at least 5 years in a senior leadership position., • Proven track record of driving revenue growth in the healthcare or RCM industry., • Strong strategic thinking and analytical skills., • Excellent communication and interpersonal skills., • Demonstrated ability to lead and inspire high-performing sales teams., • Proficiency in CRM software and data analytics tools. Why Plutus Health Inc.: • Opportunity to work with a dynamic and innovative team., • Play a key role in shaping the revenue strategy of a growing company., • Competitive compensation and benefits package.

Job DescriptionAbout Monet Bank Monet Bank is pioneering the future of banking and money movement—faster, cheaper, and crypto-native. The passage of the Genius Act has enabled a future we want to explore where interchange fees and inefficient payment rails may be replaced with a modern, programmable alternative powered by stablecoins. At our core, we believe Monet Bank is the essential bridge between crypto and traditional finance (TradFi). Monet Bank operates from our Corporate Headquarters in Plano, TX on-site Monday through Friday. Position Summary The Accounting Manager is a vital member of the team, responsible for the daily, monthly, quarterly and annual reporting for the consolidated holding company financial statements and related accounting activities. This role reports to the Chief Accounting Officer for Monet Bank. The ideal candidate will have direct experience working for a banking institution preparing regulatory reports. Essential Duties and Responsibilities: • Prepare general ledger journal entries in accordance with GAAP and bank-specific accounting standards., • Reconcile various types of accounts on a monthly basis., • Assist in the preparation of monthly, quarterly, and annual financial statements., • Support internal and external audits by preparing documentation and responding to inquiries., • Assist with regulatory reporting requirements including FDIC state banking agencies., • Analyze financial data and variances, providing insight to management as needed., • Ensure compliance with internal controls, company policies, and relevant banking regulations., • Participate in month-end and year-end close processes., • Collaborate with other departments to gather and verify financial data., • Perform other related duties as assigned by management. Qualifications (Education, Computer Skills, Certifications, Etc.): • Bachelor's degree in Accounting, Finance or related field, • Minimum five (5) years of experience in Accounting, preferably in a banking or financial services environment, • CPA or equivalent experience desired, • Public accounting experience, especially for a financial institution, also preferred, • Experience with digital currency preferred, • Knowledge of cash flow statement, • Self-starter with excellent analytical and problem-solving skills, • Tenacity, energy and drive to work in a dynamic, changing environment, • Desire to learn and grow, • Excellent Microsoft Office skills, especially Excel with vlookups and pivot tables, Word and Outlook, • Experience with databases, SQL and Power Pivot, • Experience with Microsoft Dynamics desired, • System implementation experience a plus, • Ability to be in office / on-site Monday through Friday Benefits options include: • Medical, dental and vision coverage, • 401K with company match, • 10 paid holidays, • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Job DescriptionAbout Archetype Infrastructure Solutions Archetype Infrastructure Solutions is a fast-scaling subcontracting firm specializing in structured cabling and low-voltage labor services for data centers and other mission-critical infrastructure projects. With operations spanning Texas, Arizona, Virginia, and beyond, we are on pace to generate $5M+ in revenue this year, with aggressive growth targets in the $20M+ range. We support general contractors, integrators, and developers with on-demand labor, workforce deployment, and project execution — and now, we’re looking for a vision-aligned, operations-driven leader to help us scale to the next level. The Opportunity We’re seeking a Chief Operating Officer (COO) who has successfully scaled a $20M+ company in the structured cabling, low-voltage, or data center construction space. This executive will be responsible for leading day-to-day operations, workforce scaling, labor compliance, and aligning operations with our client acquisition and marketing strategy. This is a high-impact, high-autonomy leadership role for someone who thrives in a fast-paced, hands-on environment and wants to build something that lasts. Key Responsibilities⚙️ Field & Project Operations * Oversee nationwide labor deployment for data center and structured cabling projects. * Manage job costing, project timelines, resource allocation, and profitability. * Ensure job sites run efficiently with high-quality results and minimal rework. 📊 Compliance & Internal Infrastructure * Maintain labor law and OSHA compliance across W2 and 1099 techs. * Build scalable operational systems using tools like ClickUp, Monday.com, Airtable, and QuickBooks. * Oversee time tracking, payroll coordination, and workforce documentation. 📈 Growth Strategy & Marketing Integration * Partner with the CEO to scale operations in line with marketing and client acquisition. * Align workforce planning with inbound lead volume and market expansion. * Support digital campaign execution with operational readiness and market-specific capacity. 🧱 Team Leadership * Build and manage a high-performing ops team (dispatchers, regional leads, project coordinators). * Collaborate with recruiting, sales, and finance to ensure seamless internal execution. * Set clear KPIs and enforce performance accountability across departments. What You Bring * 10+ years of leadership experience in field operations, construction services, or low-voltage labor. * Proven success scaling a $20M–$100M business, preferably in data centers or telecom infrastructure. * Deep understanding of structured cabling project cycles, labor deployment, and compliance. * Track record of building SOPs, systems, and leadership layers beneath you. * Strong command of workforce planning, project profitability, and client satisfaction. * Bonus: Experience coordinating with digital marketing teams or agencies to scale inbound growth. Powered by JazzHR JPbLOiZjmk

Job Description Summary: The Senior Manager, FP&A will be responsible for leading the company’s financial forecasting, budgeting, reporting, and strategic analysis function. This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor- readiness, investor reporting, and investor-ready company operating requirements. Essential Duties and Responsibilities: Strategic Leadership • Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready., • Partner with leadership to guide decision-making through data-driven financial insights., • Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models., • Develop scenario analyses, sensitivity testing, and investor-ready financial projections., • Establish robust internal management reporting processes and KPIs., • Prepare board-level financial materials, investor-ready presentations reporting., • Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors., • Drive improvements in financial systems, controls, and processes to meet investor-ready standards., • Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises., • Bachelor’s degree in Finance or a related field, • CFA preferred., • Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles., • Banking or financial service experience preferred., • Proven track record supporting investor readiness or operating in a public company environment., • Advanced Excel, financial modeling, and presentation skills., • High attention to detail with the ability to manage multiple priorities under varying deadlines., • Medical, dental and vision coverage, • 401K with company match, • 10 paid holidays, • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis, • Applicant may be eligible for annual discretionary bonus No relocation assistance provided. If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.Essential Job Duties & Responsibilities: • Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities, • Prospect for new HELOC customers through inbound call campaigns, • Educate customers on HELOC products and eligibility requirements, • Gather financial documents and process loan applications, • Evaluate applications based on credit worthiness, income verification, asset valuation, etc., • Present completed packages for underwriting approval, • Coordinate closings with settlement agents and title companies, • Ensure compliance with all applicable lending laws and regulations, • Participate in continued education and training as required;, • Perform other duties as assignedRequired Skills, Knowledge & Abilities:, • 2+ years of experience as a loan officer, preferably with HELOC expertise, • Bachelor's degree in finance, business or related field preferred, • Strong communication, sales, and relationship building skills, • Proficiency with loan origination/processing software systems, • Knowledge of lending guidelines, laws and regulations, • Ability to multi-task and prioritize in a fast-paced environment

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 Allied Universal® is hiring a Security Professional Flex Officer. The Security Professional Flex Officer will serve and safeguard clients in a range of industries such as Healthcare, Education, Finance and more. Join a leading team where flexibility meets opportunity. As a Security Professional Flex Officer, you'll use our exclusive shift-pickup platform to view and claim open shifts based on your availability - giving you the freedom to build a schedule that works for you, while gaining valuable site experience across various industries. Whether you're looking to supplement your income or take the first step toward a phenomenal career, this position offers unmatched access to hands-on experience and growth opportunities. The Security Professional Flex Officer may be called upon to work irregular shifts at times with little to no advance notice. Pay $19.50 an hour Paid Weekly! 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 2025-1476219

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 Allied Universal® is hiring a Security Professional Flex Officer. The Security Professional Flex Officer will serve and safeguard clients in a range of industries such as Healthcare, Education, Finance and more. Join a leading team where flexibility meets opportunity. As a Security Professional Flex Officer, you'll use our exclusive shift-pickup platform to view and claim open shifts based on your availability - giving you the freedom to build a schedule that works for you, while gaining valuable site experience across various industries. Whether you're looking to supplement your income or take the first step toward a phenomenal career, this position offers unmatched access to hands-on experience and growth opportunities. The Security Professional Flex Officer may be called upon to work irregular shifts at times with little to no advance notice. 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 2025-1474226

Job Description CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management. Purpose: The Partner Integration Sales Manager works with the Chief Business Officer to oversee and coordinate the Sales process for Partner Integration tuck-in opportunities. This process includes managing and coaching the internal sales associates, leading aspects of the sales process, driving opportunities through the Partner Integration sales core process, obtaining LOI’s, then leading the due diligence process through contract while handing off to the Credent Advisor Solutions team. Job Responsibilities: • Identify and evaluate potential opportunities: understand market trends, competitor landscapes, and company performance to identify potential targets and opportunities., • Sales prospecting: cold calling, conducting meetings coordinated by internal staff, leading introductory meetings., • Leading advisors through the sales funnel while following our core process., • LMA: Lead, manage and hold accountable the Partner Integration Team Lead, Partner Integration Associates and Internals to coordinate and set up meetings for the Sales team. Responsible for the training of the PI Sales team., • Event Participation: Working with the Internal team to coordinate, schedule, contact, and invite advisors to Credent hosted events in targeted geographic locations., • Due Diligence: Lead prospects through the due diligence process post LOI. Coordinate discovery sessions and obtain information to evaluate potential for contractual agreement., • Financial Modeling and Valuation: Obtain and analyze financial data, in coordination with CBO, develop valuation models, and facilitate conversation with prospect to finalize LOI agreement., • Closing and Integration: Oversee the closing process, coordinate the integration of the acquired company, and work with transition team to ensure a smooth transition., • Post-Merger Integration: Support managing the integration of the acquired company, including cultural integration, system integration, and strategic alignment., • Obsessions: Partner Integration and CAS Revenue Growth, managing sales funnel to drive advisors to next steps of core process., • Standard office equipment, • Cloud-based storage software, • Finance, Payroll, and Marketing software, • CRM software, • Microsoft Office Suite, • Analytical and strategic thinking skills, • Project Management skills, • Strong communication and interpersonal skills:, • Proactive work ethic with excellent organizational abilities, • Collaborative approach to cross-functional initiatives, • Attention to detail and consistent follow-through, • Professional demeanor aligned with Credent's standards, • Strategic mindset balanced with practical execution capabilities, • Bachelor’s degree in finance, business administration, or related field, • Experience in M&A, corporate finance, or financial advising is desirable., • Professional certifications such as CPA, CFA, or ACCA beneficial.