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Health e Practices LLC, is excited to partner with The Portland Clinic to identify their next Chief Financial Officer. The following information is designed to outline the essential functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained. Primary Function Responsible for partnering with staff and board leadership to ensure the financial success of The Portland Clinic. CFO oversees team of professionals who are responsible for the daily financial functions of the clinic. CFO analyzes current trends, proposes new tactics, measures results and recommends improvements. CFO works closely with CEO, CMO, COO, and other executives on execution of the clinic’s strategic plan and is a key ex-officio member of the Executive Board of five Partner owners. Duties and Responsibilities: ( * Essential Functions) • Analyze financial trends in all aspects of the clinic operation and present findings and recommendations to the executive leadership team for discernment and action.*, • Serve as an engaged participant on the Executive Chiefs Team, which guides the execution of The Portland Clinic Strategic Plan.*, • Prepare and offer timely, accurate and engaging presentations to all the Partners and Associates who attend the Quarterly Clinic Partnership meetings., • Address physician questions, comments, and concerns in a timely manner.*, • Supervise team members as outlined in the TPC organizational chart. Ensure deadlines are met related to reporting, work queues, billing, and accuracy.*, • Maintain a positive team environment in these departments and conduct annual performance evaluations for all direct reports.*, • Serve as the clinic’s chief liaison with critical contractors, including the clinic’s primary bank, its outside accountant, cost reduction analysis personnel, etc.*, • Offer accurate, timely and insightful reports about the clinic finances to Executive Board. Also address all other issues related to finance that are on the agenda.*, • Supervise the preparation of the annual clinic budget. Collaborate with the controller and clinic supervisors on their portions of the budget.*, • Calculate and ensure the accuracy of provider compensation. Effectively communicate changes in compensation. Use the Partner/owner compensation formula to calculate pay and bonuses for all participants. Calculate quarterly the estimated retirement plan contributions for Partners.*, • Partner with team leaders on applications such as coverage for property, crime, D&O, Cyber, general liability, auto, and ASC.*, • Meet with associates interested in joining the partnership and calculate the impact of the partner formula and a comparison of their current status.*, • Invest monies regularly based on cash flow following the clinic’s investment policy.*, • Collaborate closely with our outside auditors on the Clinic Annual Audit. Prepare necessary schedules and research all questions that they have based on their findings. Coordinate all tax filings with outside tax accountants.*, • Regularly evaluate financing options., • Attend conferences and seminars that continually provide excellent information on the latest financial practices and where we can generate more revenue or save additional costs.*, • Regularly audit reports from health insurance plans related to risk pool settlements, to ensure their accuracy., • Oversee Capital Budget requests and the process for approval, in working closely with Purchasing and the Value Analysis Team.*, • Oversee Portland Coordinated Care Association (PCCA)., • Assume projects given by the CEO or the Executive Board., • Work in a cooperative manner with management/supervision, coworkers, customers, and vendors.*, • Abide by company policies.*, • Maintain regular, in person, work attendance and punctuality, as scheduled.*, • Other duties as assigned. Requirements: • Minimum of 10 years of progressive financial management experience, ideally within a large physician-owned practice required., • Minimum 2 years’ experience in public accounting preferred., • Bachelor’s degree in healthcare administration, accounting, finance, or related field required., • CPA or MBA strongly preferred. Experience/Qualifications/Skills Preferred: • Experience managing finances in multi-specialty or equivalent health care business., • Proven track record of producing accurate, timely, and insightful financial reporting., • Strong leadership skills with experience managing and developing teams., • Demonstrated ability to communicate complex financial concepts to non-financial stakeholders, particularly physician leaders or professional owners., • Collaborative and strategic mindset with a commitment to teamwork and organizational success., • Experience in using products such as: Microsoft Office(Excel, Work, PowerPoint, Access), Epicor Accounting Software with FRx report writer, EPIC (Electronic Health Record)., • Compassionate, patient, tactful, diplomatic, sociable, well organized, thorough, and independent., • Planning, organizing, and delegation skills., • Excellent communication skills, especially in presenting information to physicians and Executive Board., • Skill in establishing and maintaining effective working relationships with Business Office, Executive Board, physicians, and other staff.

Drive Financial Strategy and Scalable Growth + Partner with the CEO and Leadership Team to shape a financial strategy that balances growth, profitability, and sustainability. The Chief Financial Officer (CFO) will play a central role in shaping this company's future, leading Finance, Accounting, and

Job Description TITLE: Associate Business Client Advisor (Credit Analyst) REPORTS TO: Commercial Banking Team Leader FLSA: Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm SUMMARY Credit Analyst will work with one or more assigned Loan Officers on a specific portfolio, providing high level support services in the areas of credit analysis, document preparation, loan accounting and portfolio management. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and banking regulations. ESSENTIAL DUTIES • Performs analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Independently researches and analyzes borrower company and industry data., • Discusses pricing and recommends loan structure with loan officer. Presents and offers creative solutions to meet the borrowing needs of our clients., • Independently prepares complete written analyses of borrowers’ financial condition and presentation materials, demonstrating full understanding of analysis results and identifying areas where clarification is required., • Assists in the review of loan documents for accuracy, completeness, and adherence to approval conditions., • Attends client meetings with loan officers. Develops relationship with borrowers establishing themselves as a reliable point of contact when the loan officer is unavailable., • Assists in loan closings, ensuring proper execution of all loan documents., • Proactively notifies clients of upcoming loan maturities, renewals, rate adjustments and other loan events, ensuring receipt of all necessary documentation to complete renewals in a timely manner., • Obtains and maintains State of Oregon Notary designation. SECONDARY DUTIES • Responds to inquiries or refers inquiries to the appropriate department or person, exhibiting the necessary follow through with clients and/or colleagues involved., • Provides direct and indirect customer service by giving advice and answers for a variety of basic to complex questions to clients and to colleagues., • Maintains all related paper file systems so that necessary documents can be found easily, and documentation is consistent and complete., • Provides back up support by preparing loan documents for signature., • Assumes responsibility for various department functions in the absence of staff members or in overload situations., • Completes assigned compliance training. Maintains compliance with Bank’s BSA/AML policies and procedures. GENERAL • Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions., • Follows policies and procedures and completes administrative tasks correctly and on time., • Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas., • Performs position safely and reports potentially unsafe conditions., • Works according to established schedules, arriving on time and with a positive attitude., • Any other duties as defined by management. QUALIFICATIONS AND DEMONSTRATED ABILITIES These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor degree in finance, accounting, business administration or related field; or equivalent combination of education and experience. Work related experience should consist of finance, accounting or business management. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to finance, accounting or business., • One (1) to three (3) years’ experience in similar capacity., • Ability to read, analyze and interpret business periodicals, professional journals and technical procedures., • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, directors and shareholders., • Excellent skills in computer terminal and personal computer operation; keyboarding, spreadsheet and specialty software programs to meet production needs of the position., • Good organizational and time management skills, to ensure maximum productivity., • Ability to operate standard office equipment such as copy and fax machines, scanner, etc., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. PHYSICAL REQUIREMENTS • Ability to sit and/or stand for extended periods of time., • Occasional walking to assist or meet with clients and staff at various locations within the Bank., • Continuous clarity of vision at 20 inches or less for normal processing of work., • Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, and maintaining files., • Occasional use of arms such as pushing/pulling to open and close drawers and cabinets., • Occasional bending and/or reaching for supplies, etc. on both low and high shelves.

Job DescriptionDescription: YMCA of Columbia-Willamette Reports to: Chief External Affairs Officer (CEAO) Direct Reports: None FLSA Status: Exempt Location: Association Office / Hybrid Pay: $58,000–$65,000 Position Summary The Philanthropy Operations Specialist strengthens the YMCA of Columbia-Willamette’s mission by serving as the operational and data governance lead for philanthropy systems, donor accuracy, stewardship workflows, and cross-department coordination. Reporting to the Director of Philanthropy, this exempt specialist role maintains disciplined data integrity, ensures reliable CRM workflows, and supports the association’s modernization efforts. The Specialist ensures accurate donor and gift information across Virtuous, Daxko CRM, Daxko Engage, and Crescendo; designs operational workflows for acknowledgments, stewardship, and monthly giving; and partners with Finance to support coding accuracy and batch readiness. The role collaborates with Marketing, IT, and regional teams to deliver consistent donor experiences and data-informed insights. As the primary internal owner of philanthropy data standards, workflow implementation, and integration hygiene, the Specialist applies judgment in operational decisions, resolves data discrepancies, recommends coding solutions for leadership approval, and maintains data quality that informs fundraising strategy. The Specialist upholds high standards of confidentiality, accuracy, and equity-centered practices in support of the Director of Philanthropy, CEAO, and CEO. Key Responsibilities Donor Data Integrity & CRM Operations • Maintains accurate donor and gift data across Virtuous, Daxko CRM, Daxko Engage, and Crescendo, ensuring the reliability needed for informed decision-making., • Conducts regular data hygiene reviews, cleanup cycles, documentation of workflows, and monitoring of multi-system integrations., • Monitors integration hygiene across CRM systems, identifies discrepancies, resolves issues within scope, and coordinates solutions with IT and Finance when needed., • Designs and maintains standardized data entry procedures and operational workflows that support consistency across branches and departments., • Builds reports, queries, lists, and dashboards that support the portfolios of the Director of Philanthropy, CEAO, and CEO with professionalism, discretion, and accuracy., • Ensures correct donor coding (fund, campaign, appeal, package), accurate batch preparation, and clean pre-reconciliation handoffs to Finance., • Owns accuracy and completeness of all pre-batch data and makes coding determinations within established standards, escalating exceptions to the Director of Philanthropy or Finance as appropriate., • Tracks pledges and recurring gifts, ensuring integrity of commitments and timely updates., • Prepares donor records for year-end tax statements with a commitment to accuracy and risk mitigation., • Executes timely acknowledgments, tribute notifications, stewardship letters, and inclusive donor recognition touchpoints., • Implements and maintains operational stewardship workflows that support accuracy, timely follow-through, and consistent donor experiences across regions., • Coordinates stewardship calendars established by the CEAO, ensuring all donor touchpoints (welcome series, birthdays, anniversaries, holiday outreach) are executed consistently and equitably., • Prepares segmented lists and mailing data aligned with list criteria selected by the Director of Philanthropy., • Drafts donor stewardship content aligned with the Director of Philanthropy’s donor communications strategy and Marketing brand standards, with final approval from the Director of Philanthropy or CEAO., • Provides donor service support for technical or logistical giving questions, recurring gift adjustments, and general inquiries., • Provides accurate donor data and stories for the Annual Report, storytelling materials, and board reporting packets., • Applies the Y’s equity commitments to ensure segmentation, naming conventions, communication lists, and donor touchpoints reflect inclusion, respect, and belonging., • Leads the execution, refinement, and measurement of the association’s monthly giving program., • Designs donor journeys, stewardship plans, upgrade strategies, and segmentation tests, with approval from the Director of Philanthropy or CEAO when strategy-level decisions are required., • Analyzes retention, upgrade, churn, and engagement patterns, providing insights that strengthen fundraising strategy., • Serves as primary point of contact for monthly donors, ensuring outstanding service and accurate account updates., • Documents improvements, tests new approaches, and contributes learnings to broader modernization efforts., • Implements operational procedures and workflows that support a strong monthly donor experience, including recurring gift adjustments, payment updates, and accurate data capture across CRM systems., • Identifies risks impacting monthly donor retention and recommends operational or messaging adjustments to the Director of Philanthropy. Campaign, Event, & Portfolio Support, • Supports annual and targeted campaigns by preparing segmented lists, running reports, coordinating vendors, and ensuring data accuracy., • Supports portfolio moves management for the Director of Philanthropy, CEAO, and CEO through timely donor profiles, giving histories, and research insights., • Provides event support through list creation, materials preparation, seating assignments, and onsite logistical coordination., • Coordinates vendors for events and campaigns with leadership approval), ensuring timely and accurate production., • Supports the Director of Philanthropy’s event and corporate partnership strategies through accurate data preparation, operational follow-through, and clean donor tracking., • Leads operational planning for event-focused committees by preparing materials, coordinating logistics, and ensuring committee work aligns with data accuracy, timelines, and donor experience standards set by leadership., • Maintains event and campaign data integrity across CRM systems and identifies discrepancies or risks that could impact revenue reporting, stewardship, or donor experience., • Prepares accurate donor reports, summaries, and dashboards for leadership, board reporting packets, and the Annual Report., • Supports grant reporting data pulls, fundraising forecasting, and case-building efforts through accurate donor and giving analytics., • Monitors stewardship completion rates, donor retention trends, recurring giving stability, and data accuracy metrics., • Identifies data irregularities, integration issues, or coding concerns and recommends corrective actions to the Director of Philanthropy or Finance as appropriate., • Develops and maintains reporting procedures and documentation that ensure consistency, clarity, and alignment with philanthropy data standards., • Identifies process improvements and contributes directly to CRM modernization, operational alignment, and workflow clarity., • Coordinates association-wide adherence to donor data standards established by the CEAO and Director of Philanthropy., • Partners with regional staff and membership teams to maintain clean data flow and address data inconsistencies collaboratively., • Coordinates with Marketing to align donor lists, communications, and stewardship content with brand and equity standards., • Coordinates with Finance on batch preparation, gift accuracy, pledge tracking, and year-end donor data., • Coordinates with IT on system tickets, integration needs, and CRM improvements., • Serves as the operational lead for implementing donor data procedures, ensuring staff across departments follow consistent workflows and understand their roles in data integrity., • Provides guidance, troubleshooting, and training for staff who interact with donor data, supporting consistent adoption of data standards and CRM best practices through creation and maintenance of related SOPs., • Assists in building internal capacity by sharing data best practices and simple CRM guidance with staff as needed., • Performs additional duties as assigned that align with philanthropy operations, donor data integrity, stewardship workflows, and CRM systems support. Requirements:

Job Description Role Summary The Chief Financial Officer will serve as the strategic financial partner to the CEO and executive leadership team, leading all aspects of financial strategy, planning, reporting, and capital structure for a national multifamily portfolio and complementary commercial/mixed-use assets. You will: • Own the financial roadmap that supports growth and stability., • Bring clarity, insight, and discipline to major decisions., • Be a visible, trusted leader with owners, investors, lenders, and internal teams. Key Responsibilities Strategic & Financial Leadership • Partner with the CEO and executive team to shape and execute long-term strategy., • Translate vision into clear financial plans, forecasts, and performance metrics., • Lead annual budgeting, reforecasting, and multi-year financial planning., • Build and maintain dashboards and KPIs at both the property and enterprise level., • Oversee all accounting, financial reporting, and internal controls., • Ensure compliance with GAAP and all relevant regulatory requirements., • Lead capital structure strategy, including debt, equity, and joint venture relationships., • Build and maintain strong relationships with lenders and capital partners; negotiate and structure financing., • Collaborate closely with operations, property management, construction, and asset management to drive NOI and asset performance., • Use data and analysis to support rent strategies, expense management, maintenance investments, and capital projects., • Build, mentor, and lead a high-performing finance, accounting, and analytics team., • Promote a culture of integrity, accountability, and continuous improvement., • Communicate clearly and frequently with leaders across the company, making financial information understandable and useful. Ideal Candidate Profile Experience • 10+ years of progressive financial leadership experience, including at least 5 years in a senior finance role (VP Finance, CFO, or similar)., • Strong background in multifamily real estate, property management, REITs, development, or closely related sectors is strongly preferred., • Proven success managing complex capital structures, lender relationships, and financing transactions., • Bachelor’s degree in Finance, Accounting, Business, or related field required., • CPA, MBA, or other advanced credentials strongly preferred. Who You Are • People-Centered & Persuasive, • You build trust quickly with owners, investors, lenders, and internal leaders., • You communicate in a way that aligns people and moves decisions forward., • You value long-term relationships and know how to balance business realities with human needs., • Financially Exacting & Highly Disciplined, • You are deeply comfortable in the numbers and the details., • You insist on accuracy, consistency, and strong controls., • You think in terms of risk, return, and sustainability, and you’re not afraid to hold the line when something doesn’t make financial sense., • Decisive, Action-Oriented, and Operationally Grounded, • You like to see ideas move from concept to execution, and you stay engaged until results show up., • You enjoy working closely with property and operations teams, solving real-world problems—not just reviewing reports., • You take pride in building structures, processes, and teams that are reliable, scalable, and efficient., • Curious, Strategic, and Open to Better Ways of Working, • You question assumptions and seek out improvements, especially as the company grows and complexity increases., • You evaluate new technologies, systems, and financial approaches when they create real value., • You balance innovation with practicality—grounded in what works, open to what’s next. Compensation • Competitive base salary commensurate with experience and scope of responsibility. Confidential Application Process All inquiries and applications will be handled with strict confidentiality. To be considered, please submit: • Your resume/CVCompany DescriptionAbout Us We are a national multifamily real estate and property management firm with a growing portfolio of apartment communities across multiple states, along with a smaller but strategic portfolio of commercial and mixed-use properties. This is a confidential executive search for a key financial leadership role in a well-capitalized, growth-oriented organization. Our platform is built on a diverse set of business units that work together to create long-term value: -Day-to-day property management and leasing -Asset management and portfolio strategy -Construction, renovation, and capital projects -Select development and repositioning initiatives -Centralized corporate services, including marketing, HR, IT, and analytics We blend disciplined financial management with a relationship-centered approach to owners, residents, and partners. We’re seeking a Chief Financial Officer (CFO) who brings: -A natural ability to connect with people and build trust. -Deep financial rigor and discipline. -A strong drive to turn plans into real-world results. -Enough curiosity and creativity to see new angles and better ways of doing things.About Us\n\nWe are a national multifamily real estate and property management firm with a growing portfolio of apartment communities across multiple states, along with a smaller but strategic portfolio of commercial and mixed-use properties. This is a confidential executive search for a key financial leadership role in a well-capitalized, growth-oriented organization.\n\nOur platform is built on a diverse set of business units that work together to create long-term value:\n-Day-to-day property management and leasing\n-Asset management and portfolio strategy\n-Construction, renovation, and capital projects\n-Select development and repositioning initiatives\n-Centralized corporate services, including marketing, HR, IT, and analytics\n\nWe blend disciplined financial management with a relationship-centered approach to owners, residents, and partners. We’re seeking a Chief Financial Officer (CFO) who brings:\n-A natural ability to connect with people and build trust.\n-Deep financial rigor and discipline.\n-A strong drive to turn plans into real-world results.\n-Enough curiosity and creativity to see new angles and better ways of doing things.

Job Description Job Title: Chief Financial Officer (CFO) Team: Finance, Senior Management Reports To: Executive Director Position Type: Full-time, averaging 40 hours per week. FLSA Status: Exempt Compensation: Typical Hiring Range: $134,000 – $162,000 DOE Work Location: Portland, Oregon. OJF is currently a hybrid workplace with some in-office work required balanced with remote work. Benefits: Employer-paid premiums for employee health insurance (medical, dental, vision, STD and LTD), 401K with 2% employer match, generous PTO, holidays, and paid leave. Relocation reimbursement available. ABOUT THE POSITION Our Just Future (OJF), formerly known as Human Solutions, seeks a Chief Financial Officer (CFO) who is passionate about growing the financial capacity and sustainability of an organization dedicated to advancing racial, housing, and economic justice with a primary geographic focus on East Portland and East Multnomah County. You can learn more about Our Just Future, our vision, mission, people, and passions by visiting our website. The CFO provides strategic and collaborative leadership to ensure that Our Just Future maintains the fiscal integrity and compliance orientation required to achieve its mission. The CFO serves as a core member of the agency’s leadership team, staff, supports the Board’s Finance Committee, and leads the agency’s Finance Team, which consists of a mission-driven cohort of five finance and accounting professionals. The team manages a complex and vital array of functions including Contracts Accounting, AP and AR, Audit, Budget, Risk, Payroll, and IT that sustain and support agency operations. DUTIES AND RESPONSIBILITIES (Others may be assigned as needed) 1. Lead the development of the Our Just Future’s annual budget and ensure the ongoing availability of accurate, timely budget monitoring information and reports; analyze and/or produce property-based budgets for agency assets; assist department managers and supervisors with budgetary issues., 2. Analyze, report on, and assess the agency’s financial condition and trends to ensure sustainable and compliant operations. Coordinate closely across the agency’s Groups and Teams to manage key fiscal, compliance and risk management issues confronting the agency., 3. Ensure that the OJF Finance Team produces informative and necessary accounting reports and materials on a timely and compliant basis; review and analyze output to ensure accuracy and timeliness., 4. Confirm that the agency payroll activities are completed accurately on a timely basis, including the payment of all payroll taxes; ensure that all receipts and accounts receivable are recorded accurately and that the disbursements and accounts payable are correct. Ensure that all funds are deposited and recorded accurately on a timely basis. 5. Manage the accurate and timely operation of the fiscal systems for Our Just Future; ensure that the fiscal operations of all properties are accurate and timely; provide fiscal management and oversight as needed., 6. Ensure that the agency is in compliance with all fiscal requirements and local, state, and federal laws. Ensure that the policies and procedures in the Fiscal Manual are followed; update the Manual as needed., 7. Coordinate audit and tax activities and reporting for Our Just Future and its subsidiary entities and properties., 8. Provide support and training to Our Just Future’s Board of Directors to support their role of fiduciary oversight; staff and support the Board’s Finance Committee., 9. Oversee insurance and risk management for the agency., 10. Oversee Third-Party Contracted IT, Facilities, and Fleet for the agency., 11. When required, act in the capacity of the Executive Director on an occasional basis when he or she may be on leave or unavailable. SUPERVISORY RESPONSIBILITIES The CFO currently directly supervises four employees on the Finance Team, including managers who oversee accounting positions. The CFO leads the Finance Team and is responsible for creating an equitable and inclusive climate. The CFO carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS & CORE COMPETENCIES • A four-year degree in Finance, Accounting, or related field. CPA, CMA, MBA or equivalent credential preferred but not required., • Minimum of five years of growth in a leadership position in fiscal management or comparable education and experience demonstrating the ability to perform the essential duties is required., • Demonstrated ability to lead key Financial Processes such as complex budgeting, budget monitoring, Audits, and financial compliance., • Experience with government contracting nonprofit fiscal management and/or the financing and long-term asset management of affordable housing preferred. Experience in MIP or transferable systems experience preferred., • A working understanding of Risk Management, Information Technology Management (not IT expertise), and Asset Management., • A demonstrated understanding of racial equity and racial justice work and how to apply an equity lens in the development of policies, practices, and compensation plans., • Personal commitment to equity, inclusion, and anti-oppression principles., • The position requires strong attention to detail and collaboration with internal and external teams., • Excellent verbal, written, and interpersonal communication and organizational skills. ADDITIONAL REQUIREMENTS Possession of a valid driver’s license, clean driving record, and reliable transportation required. Vehicle insurance coverage limits must be $100,000 bodily injury liability for one person, $300,000 bodily injury liability for all people in an accident, and $100,000 property damage liability. OJF is a hybrid work environment HOW TO APPLY Please click the link to apply. A cover letter and resume are required to apply.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Partner, Senior Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Executive Managing Directors to support the team's region-wide business development and client service efforts. Essential Job Functions for the Sr. Director will include: • Manage a team of Wealth Advisors and Leaders, • Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence, • Directly act as a senior community business development officer, responsible for personally generating new clients through client referrals and direct outreach in the local community (particularly focused on UHNW prospects), • Help identify and lead the cultural integration of acquired wealth management practices Education: • 15+ years of building relationships with and mentoring and managing wealth advisors; Guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communication, • Direct experience as an advisor closing, onboarding, and serving higher AUM clients, • Track record of success in helping advisors grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm, leading to high rates of client retention, escalating and dealing with issues when necessary, • Experience communicating the benefits of a wealth management platform to potential referral and M&A partners; Strategizing for growth, joining meetings to ensure deals are closed, telling the firm's story, working with RVPs in the COI and and custodial referral channels, M&A sales process, • Negotiation experience that involves listening, persuading and developing mutually beneficial solutions, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Work Schedule: Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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 2025-1501769

Chief Finance and Strategy Officer---------------------------------------------------------------Job Profile Summary This position is responsible for overseeing the Finance functions for the organization and for providing leadership in strategic planning and business development. Core areas of over

BlackStone eIT is looking for a detail-oriented and proactive Finance Officer to join our finance team.