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Requisition ID # 166038 Job Category: Compliance / Risk / Quality Assurance Job Level: Senior Manager Business Unit: Electric Engineering Work Type: Hybrid Job Location: Oakland Summary: As the Senior Manager of Market & Federal Compliance, you lead the charge in keeping PG&E ahead of the curve in an ever-evolving and complex regulatory landscape. From FERC filings to CAISO market rules, you turn complex federal requirements into clear strategy and operational guidance. You oversee high-stakes audits, track shifting regulations, manage regulatory stakeholder relationships, and collaborate across the business to ensure compliance is not only maintained—but actively shapes how PG&E operates in the market. PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed towards the middle or entry point of the range, the decision will be made on a case-by-case basis related to these factors. A reasonable salary range is: Minimum Base Salary (Bay Area) $147,000.00 Mid Base Salary (Bay Area) $199,000.00 Maximum Base Salary (Bay Area) $251,000.00 Responsibilities: • Drive Market & Federal Compliance Delivery: Lead execution of FERC, CAISO, and federal compliance programs, turning complex requirements into clear, consistent actions across the business., • Direct Audit & Enforcement Response: Lead responses to federal audits, investigations, and enforcement actions, ensuring accuracy, timeliness, and alignment with regulatory expectations., • Embed Standards at Scale: Ensure compliance standards are fully implemented across departments by aligning executives, leadership, and internal teams, working closely with regulators and counsel., • Deliver Performance Insights: Define and communicate key metrics for Market and Federal Compliance performance, applying pattern recognition and analytics to surface trends and guide strategic decisions., • Ensure Market Rule Alignment: Monitor, interpret, and communicate CAISO and FERC market rules, partnering with legal and operational teams to ensure compliance across regulatory filings, tariffs, and system operations., • Shape Risk-Informed Operations: Represent Market & Federal Compliance in cross-functional risk forums, embedding risk mitigation into policies and building partnerships that strengthen compliance integration., • Drive Regulatory Alignment: Collaborate and develop professional relationships with regulators and internal stakeholders to anticipate and implement rule changes, ensuring timely execution of process updates., • Grow and Empower Teams: Lead, mentor, and develop a large, high-performing compliance team in a continuously complex environment., • Communicate with Clarity & Authority: Engage confidently with executives and external regulators, translating complex reporting requirements into clear and digestible actions and communications., • Accelerate Strategic Initiatives: Support federal compliance special projects and cross-functional efforts that deliver meaningful, measurable outcomes for the business. Qualifications Minimum • Bachelor’s Degree or equivalent experience, • 8 years of experience with electric utility or related programs., • 5 years of experience as a program or project manager Desired: Education & Experience • Bachelor’s degree in Business, Finance, Law, Public Policy, or related field; advanced degree preferred., • 5 years of experience in regulatory compliance, energy markets, or utility operations., • Proven track record managing compliance with FERC, CAISO, and other federal/state regulatory agencies. Technical & Regulatory Knowledge • Deep understanding of federal energy regulations, filings, and reporting requirements., • Familiarity with CAISO market rules, tariff structures, and compliance obligations., • Experience leading responses to federal audits, including corrective action planning and execution., • Strong knowledge of data governance and ability to manage regulatory data requests with accuracy and timeliness. Skills & Competencies • Excellent organizational skills with the ability to manage multiple regulatory deadlines simultaneously., • Strong analytical and problem-solving skills to interpret complex regulations and translate them into actionable compliance strategies., • Exceptional written and verbal communication skills for preparing filings, audit responses, and stakeholder communications., • Ability to collaborate cross-functionally with legal, operations, and executive teams., • Proficiency in compliance management tools, databases, and Microsoft Office Suite. Leadership & Accountability * • Demonstrated ability to own compliance processes end-to-end, ensuring accuracy and timeliness of filings., • Skilled at leading cross-departmental teams during audits and regulatory reviews., • Capable of building strong relationships with regulators, auditors, and internal stakeholders., • High ethical standards and commitment to regulatory integrity.

The Payroll Manager oversees all payroll operations to ensure accurate and timely processing for employees.This role manages payroll staff, maintains compliance with federal and state regulations, partners with HR and Finance, and drives process improvements to support efficient payroll workflows.Ma

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Block is one company built from many blocks, all united by the same purpose of economic empowerment.The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporat

Block is one company built from many blocks, all united by the same purpose of economic empowerment.The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporat

Oversee all accounting functions, including general ledger, accounts payable/receivable, payroll, and grant accounting. Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred. Strong knowledge of non-profit accounting principles, including fund accounting and grant manage

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 Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 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 DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Sales Professionals Could Thrive Here: • Leverage Your Client-Facing Expertise: Sales experienced individuals excel in building trust, presenting solutions, and guiding decision-making the same skills that drive success in financial services when helping clients navigate important financial choices., • Build Long-Term Client Relationships: In sales, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey., • See the Tangible Impact of Your Work: Just as youve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients personal and financial well-being both now and for years to come., • Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities.Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Giordano Salvetti Financial Advisor/Growth & Development Director: • Time with NM: 5 years., • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern., • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM.Chris Andrews Private Wealth Advisor:, • Time with NM: 18 years., • Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007., • Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.Christopher Welton, MBA, CFP Wealth Management Advisor:, • Time with NM: 13 years., • Prior Experience: Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking., • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.Doug Turner Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands., • Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.Michael Byrne Managing Partner:, • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Position Responsibilities for a Financial Representative:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - San Francisco! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Elliott Waterman Financial Advisor: • Time with NM: 6 years, beginning his career in 2019., • Prior Experience: Graduated Cum Laude from the University of San Francisco, where he played baseball for the USF Dons and was drafted by the Washington Nationals in the 13th round of the MLB Draft. After his professional baseball career, he returned to USF as Director of Operations for their Baseball Team. He holds FINRA Series 6 and 63 licenses and has built an advisory practice specializing in financial preparation., • Passionate About: Born and raised in Martinez, CA, Elliott values creating a safe, comfortable space for collaborative goal-setting with clients. Outside of work, he continues to carry the discipline and teamwork learned from his baseball career into all aspects of his life.Michael Byrne Managing Partner:, • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Hannah Morando, CFP Financial Advisor/Growth & Development Director:, • Time with NM: 7 years., • Prior Experience: Attended FIDM in Los Angeles where she was President of Phi Theta Kappa Honors Society, then transferred to UC Berkeley, earning a degree in Political Science & Government. Began as a college intern in 2018 and has since impacted over 500 clients., • Passionate About: Born and raised in Marin County, lives there with her fianc and puggle, Thor. Enjoys country concerts and horseback riding.Christopher Welton, MBA, CFP Wealth Management Advisor:, • Time with NM: 13 years., • Prior Experience: Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking., • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and may oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Drive business development efforts through client referrals, strategic networking, and community engagement., • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term, • May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention. Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Ability to learn quickly and efficiently. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

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

Job 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 Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 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 Description Public Relations Account Director, B2B Tech (Hybrid or Remote) B2B Tech Public Relations | Method Communications The Opportunity Account Directors (AD) are mid-level managers and first-level people managers who manage and function as the day-to-day leads on multiple client accounts. You’ll be a hands-on team member actively engaged in day-to-day work activities as well as responsible for the leadership and overall direction of account teams including client service, staffing, training, organizational development, and quality control. You’ll be a member of Method’s Leadership Team, and collaborate with HR, Finance, and Operations on internal agency initiatives. Responsibilities Agency Leadership • Provide input on decision-making issues affecting the agency – new business, best practices, client service, and performance management, • Work with People Ops to motivate and lead a high-performance team; contribute to attracting, recruiting and retaining team members; deliver constructive and clear feedback to ensure level requirements are met, • Provide strategic guidance for clients and team leads on well-conceptualized and researched PR and integrated marketing programs, including handling sensitive client issues, solving problems, and evolving direction as necessary, • Execute and demonstrate Method’s Concierge Service Delivery Approach to your clients and teams, • Oversee the development of goals for internal team members and clients, leading teams to effectively execute against client strategy, • Coach and support Account Supervisors in guiding teams to collaborate and produce high-quality work effectively, • Develop strong written content and newsworthy pitches that align with client's business objectives and coach teams to do the same, • Expand personal/ professional network in order to enhance the Method brand and grow our client and client services portfolio, • Participate in new business pitches ensuring presentations are well-researched, prepared and polished, • Manage account team to ensure quality work is done, efficient processes are in place, and client requests are handled in a timely fashion, • Help track and manage budgets to assist the executive team and leadership team in performing their responsibilities, • Participate in account staffing and evaluating team structures to maximize account quality and profitability What We’re Looking For • Typically 6 - 10 years’ experience (or equivalent expertise and education) in public relations, communications, marketing and/or related fields, including research, advertising, management consulting, media and publishing, • Senior level ability to conceptualize and execute integrated communications programs that align with business goals and objectives, • Ability to build positive rapport and trusted advisor relationships with clients, • Adept at exercising excellent judgment and emotional intelligence in navigating difficult conversations, • Comfortable working with technology media across industry verticals, pitching stories, staffing briefings and providing targeted outreach to diverse audiences, • Established relationships with media, including journalists, analysts and other influencers, • Able to manage others and oversee multiple direct reports with different managerial requirements, working on both hard and soft skill development, • Strong editing and writing capabilities, • Passion for work and commitment to developing skills and helping team members learn on a daily basis What’s it like to work here? Relationships are paramount to life at Method, and we invest heavily in building and maintaining relationships with clients, journalists and each other. We work hard to deliver incredible results for our clients. We encourage new ideas, and we always celebrate wins together – both for clients and our teams. Method is made up of an award-winning team. Not only does the agency win awards, our people are consistently recognized for their excellence. We believe that begins with the recognition they get internally. Our leadership invests significant resources into employee mental health, well-being, education and development — and we praise outstanding performance regularly. What’s in it for YOU? • Flexible, hybrid work, • Generous Vacation and Wellness Time accruals, two weeks of full office closure, paid holidays, and 2 floating holidays, • Cell phone and internet cost reimbursement, • Employer paid Medical, Dental, and Vision Insurance, • Employer paid Health Savings Account (HSA), • 401K Plan with Employer Match up to 4%, • Free Employee Assistance Program (EAP) offering three confidential, face-to-face counseling sessions per issue per year, • Paid Family Leave, • $500 annual wellness stipend after 6 months of employment, • $1500 professional development stipend after 2 years of employment, • 4 weeks of paid sabbatical after 5 years of employment, • Leadership development and virtual training opportunities Salary Ranges We believe all employees should be rewarded competitively and equitably, using practices that are simple and transparent. We’ve provided the following salary ranges for the locations we operate in below due to their state regulations. If your market is not listed below, your specific salary band will be discussed during the recruitment process. Final compensation for this role will be determined by a number of factors including candidate’s education, relevant work experience and geographic location. • Salary Range: $105,000 - $135,000 Work Arrangement This hybrid role requires in-office presence at one of Method's locations (San Francisco, Salt Lake City, or New York City) for a minimum of two days per week. Candidates should be based within commuting distance of one of these offices or able to relocate. We welcome applications from qualified remote candidates who can accommodate periodic travel to a hub office for collaboration and team meetings. About the Company Founded in 2010, Method Communications is an award-winning technology marketing and public relations agency built for challenger brands and today’s most innovative companies. Our group is united through our core values – relationships, resourcefulness and results. We support each other to do exceptional work for our clients while also focusing on the health and well-being of our families, our communities and ourselves. We recognize our talented and diverse workforce as a key competitive advantage. Method encourages and actively supports diversity, equity, and inclusion through its policies and business practices, which include recruitment and hiring, compensation and benefits, career development and advancement, training, pro bono work, community programs, and affinity groups. Join a Quartz Best Companies For Remote Workers, PRWeek Best Places to work, and PRovoke Small Agency to Work For! To Apply We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. If you need reasonable accommodation at any point in the application or interview process, please let us know. To apply, please submit a resume. Method is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national or ethnic origin, mental or physical ability, genetic information, protected veteran status, or any other characteristic protected by law. Only engage with a representative at Method Communications if their email address ends with our domain, @methodcommunications.com. Method will never ask a candidate to purchase materials or share their financial information. Please read Method's Drug and Alcohol Testing Safety Policy.

Job Description Opportunity Statement We are seeking an Insurance Manager to oversee the organization’s insurance programs and risk management activities. This role ensures the company maintains adequate protection against financial loss, manages claims efficiently, and supports compliance with regulatory requirements. The Insurance Manager will work closely with internal departments, brokers, and carriers to optimize insurance strategies and mitigate risk. Role Responsibilities The Insurance Manager is expected to manage all aspects of insurance programs, risk management, and claims oversight: • Manage and administer company insurance programs, including property, liability, workers’ compensation, auto, health, and other lines of coverage., • Evaluate current coverage to ensure adequate protection and cost-effectiveness., • Negotiate renewals, terms, and premiums with brokers and carriers., • Identify and analyze potential risks that could impact the business., • Develop and implement risk management strategies to minimize exposure, collaborating with DBAs and internal departments., • Oversee and coordinate insurance claims, ensuring timely and accurate filing., • Liaise between employees, departments, and insurance providers during the claims process., • Monitor claim resolution and track claim costs., • Ensure compliance with federal, state, and local insurance regulations., • Maintain accurate records of policies, claims, and certificates of insurance., • Prepare reports for leadership on insurance costs, risk exposure, and trends., • Supervise staff involved in claims handling or insurance administration, if applicable., • Manage relationships with brokers, adjusters, and carriers., • Train internal staff on insurance policies and procedures., • Recommend adjustments to coverage as business operations expand or change., • Develop long-term strategies to reduce claims, losses, and premium costs., • Support budgeting and forecasting related to insurance expenses., • In-depth knowledge of insurance policies, coverage types, and industry practices., • Strong understanding of risk management principles and claims processes., • Excellent negotiation, analytical, and communication skills., • Ability to analyze data and identify cost-saving opportunities., • Strong organizational skills and attention to detail., • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Ability to work cross-functionally and manage vendor relationships effectively., • 5+ years of experience in insurance management, corporate risk, or related field., • Professional certifications (e.g., ARM, CPCU, or equivalent) a plus., • Bachelor’s degree in Business, Finance, Risk Management, or related field required.

Block is one company built from many blocks, all united by the same purpose of economic empowerment.The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporat

Job DescriptionAre you looking for that small family friendly accounting role? If you are we may have the perfect job for you. LHH Recruitment Solutions is working with one of our clients looking to fill a Full Charge Bookkeeper job for the office located in San Francisco, CA. The position is 100% in-office every day. The ideal candidate should have 5 years of experience as a Bookkeeper, exposure within the construction industry, and be great with Quickbooks. The role will be responsible for maintaining the day to day accounting including the month-end close, bank reconciliations, journal entries, processing the certified payroll, accounts payable, accounts receivable, and additional administrative and office management tasks.Qualifications include:- Software experience with Quickbooks is required- Industry experience in construction is required- Strong overall general accounting experience (Month-End close, reconciliations, journal entries, accounts payable, accounts receivable, and financial reporting)- Excellent knowledge of certified payroll processing- Proactive, problem-solver, a team and company player- Attention to detail, collaborative, and organized- Strong communications (written & verbal)- Comfortable with Microsoft Office (Excel, Word & Outlook)- Bachelor’s Degree or Associates in Accounting, Finance, or related field is preferredExperience: 5 years of experience as a Bookkeeper (Bookkeeper, Accountant, Office Manager)Employment Type: Temp to HireIf you are interested in this or other job opportunities available through LHH Recruitment Solutions, please submit your resume today at ! Pay Details: $30.00 to $35.00 per hour Search managed by: Flynn Woodworth Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionJob SummaryWorking as part of a team, the bookkeeper will fulfill a vital role at UUSF by processing accounts payable and monthly bank transactions in Quickbooks Online, as well as preparing bank reconciliations. In addition, the bookkeeper reconciles investment accounts and inputs investment JE’s, and prepares budget spending reports for various departments. Facilities Description The First Unitarian Universalist Society of San Francisco (UUSF) is a church located in a beautiful historic, landmark building in the Cathedral Hill neighborhood of San Francisco. The Sanctuary was built in 1889 of rough-hewn basalt and the Church Center was constructed in 1968 with administrative offices, meeting rooms, classrooms, and a chapel. Values Staff at the First Unitarian Universalist Society of San Francisco (UUSF) are committed to the principles of dignity, justice, equity, and acceptance, including respectful relationships, behavior of highest integrity and open communications. Primary Duties & Responsibilities • Managing Accounts Payable, • Collecting payment requests, entering them into Bill (Bill.com), • Maintaining vendor records in Bill, • Managing sync issues between Bill and Quickbooks, • Review credit card transactions/ receipts and input into Quickbooks, • Reconciling Bank accounts in QuickBooks (QB), • Inputting deposits into QB based on UUSF reports, • Matching expenses in QB/Bill to bank transactions, • Using the QB reconciliation process to reconcile all bank accounts, • Reconciling Investment accounts in QB, • Inputting investment statement data into the Investment Worksheet, • Using results from Investment Worksheet to create journal entries in QB, • Using the QB reconciliation process for all investment accounts, • Update Investment Worksheet annually at year end for the following year, • Budget: annually duplicate initial sheet and input approved budget into QB in July, • Read and reply to email communications, • Attend meetings and trainings as assigned, • Other tasks as assigned Qualifications, Skills and Abilities, • Familiarity with Bill, Quickbooks, Google Drive and Excel, • Familiarity in working in a paperless environment, • A BA in accounting or finance and/or prior experience as a bookkeeper, • Criminal background clearance required post offer

Job Description Who We Are We are a well-established fiduciary and care management company with over 15 years of service, experiencing rapid growth. Our team provides compassionate and professional support to elders and individuals with special needs through Trust and Estate Administration, Financial and Health Care Powers of Attorney, Conservatorships, and Care Management. Our office environment is informal yet impeccably professional. While the work is fast-paced and demanding, we value autonomy and offer flexibility for self-directed employees to manage their workload with minimal stress. We are a HIPAA-compliant workplace committed to confidentiality and integrity. Position Overview We are seeking an experienced Bookkeeper / Client Finance Specialist to join our dedicated team. This role is critical to maintaining accurate financial records for multiple clients and supporting fiduciary responsibilities. The ideal candidate will have proven expertise in bookkeeping, thrive in a high-volume, fast-paced environment, and be passionate about delivering exceptional service to vulnerable populations. Key Responsibilities • Daily Financial Management, • Enter and categorize transactions in Quicken for multiple clients, ensuring accuracy and proper documentation, • Reconcile Quicken check registers monthly for all clients, • Billing & Payments, • Facilitate high-volume billing and timely payments to vendors, attorneys, accountants, and other service providers, • Monitor and ensure timely payment of client bills, • Tax Support, • Assist with fiduciary tax preparation by compiling detailed reports for tax accountants annually, • Reporting & Compliance, • Prepare annual court and informal accounting reports in collaboration with the client finance team, • Team Collaboration, • Engage in daily team-based interactions to troubleshoot and resolve client financial needs, • Document Management, • Download, scan, edit, and manipulate PDF documents for accurate recordkeepingRequired Skills, • Excel for tracking budgets and creating client reports, • Word for correspondence, • Able to sit or stand at a workstation for most of the workday, • Must possess a valid California driver’s license, up-to-date auto insurance, and have a vehicle available for work. Must have a clean driving record (subject to motor vehicle record check). Alternative transportation methods are not feasible for the duties of this position, • Willing to undergo a hiring background checkEducation & Experience This is an in-office position and is full-time (30-40 hrs. per week). Hours are between 9AM and 5PM. $27-30/hr. to start DOE (re-evaluation after 90-day introductory period). We’re Hiring Immediately – Be Part of Our Team! Office located in Oakland. Local applicants only. No relocation assistance offered. Following the review of your resume, completion of the online assessment is a mandatory step in order to proceed further in the selection process.

A company is looking for a Finance & Renewals Associate (Hybrid).Key Responsibilities Manage accounts payable and receivable operations, including processing invoices and monitoring payments Track and manage the renewals pipeline, ensuring a seamless renewal process for contracts Engage with cus

Key Responsibilities Lead global financial planning and reporting processes, including month-end reporting and variance analysis Oversee the global budgeting process and monthly/quarterly forecasting, ensuring alignment with corporate strategy Develop high-quality presentations and provide finan

A company is looking for a Policy Specialist, Health Finance & Global Fund STC. Key Responsibilities Lead the development and implementation of Global Fund co-financing strategies and compliance pathways Design and structure innovative health financing instruments and co-financing mechanisms Est

Key Responsibilities Create, update, and maintain financial models and forecasts Perform variance analysis by comparing historical results against budgets and forecasts Assist in the preparation of monthly and quarterly Board packages Required Qualifications Bachelor's degree in Finance, Acco

Key Responsibilities Develops prospect and customer databases to generate direct and indirect leads Structures risk-appropriate transactions and manages day-to-day customer requirements Sells a wide range of products and achieves sales and pricing targets while minimizing credit losses Required

Key Responsibilities Develop forecasts and budgets, including building and maintaining complex financial models Create actionable management reports and conduct variance analysis to provide business insights Support ad hoc projects and analysis to improve processes and guide business initiatives

A company is looking for an Operational Finance Manager. Key Responsibilities Manage financial operations and ensure compliance with regulations Develop and implement financial strategies to optimize performance Collaborate with cross-functional teams to support business objectives Required Qua

A company is looking for a Senior Finance Manager to drive corporate FP&A functions and support strategic financial decision-making. Key Responsibilities Drive execution of quarterly reforecasting and annual planning processes Own financial sections of the quarterly board deck and ensure material

Key Responsibilities Prepare and manage monthly, quarterly, and annual financial reports for stakeholders Manage and improve Accounts Receivable and Accounts Payable processes Support budgeting, forecasting, and cash flow management while streamlining finance processes Required Qualifications

Charge Capture Specialist Hybrid/Remote (Throughout California) Salary $44 to $48 per hour Full-time, Monday-Friday, 8:00 AM - 4:30 PM Elevate Your Career by Joining a Premier, Award-Winning Healthcare Organization. Option 1 Staffing is seeking an experienced and highly detail-oriented Charge Capture Specialist to join our client’s team, focusing specifically on Pathology lab orders. This critical role ensures compliance, accuracy, and timely revenue capture by conducting daily audits and managing complex interactions with various internal departments and external partners. The Specialist is a key accountability holder for billing activities and works collaboratively to identify and resolve charging and coding errors. Key Responsibilities • Daily Charge Audits: Perform daily audits of Pathology lab orders, including facility reconciliations and manual charge entry, under the direction of the OP Lab Manager., • Error Resolution: Review, analyze, and resolve exceptions and errors within Charge Review Work Queues (WQ) related to Lab Charges and Coding, ensuring timely corrections to protect Accounts Receivable., • Compliance & Education: Follow all internal and external regulatory/compliance guidelines. Assist the Manager in providing updated information and formal education to lab staff and Charge Capture Coordinators., • Cross-Functional Collaboration: Serve as a primary point of contact, interacting frequently with the Manager, Director of Revenue & Reimbursement, Charge Master Manager, providers, IT staff, billing coders, and internal/external audit representatives., • Billing Oversight: Accountable for daily billing operations, including collaborative work with the LIS Analyst and overseeing the Charge Capture Coordinator staff to ensure WQs are worked, and billing is completed daily., • High school diploma required; Bachelor's or Associate's degree preferred., • Minimum five years (open to two) of Lab Charge Capture and billing experience required., • Minimum two years of experience in a clinical setting OR two years of administrative support experience., • Advanced expertise in lab coding, CMS coding, and billing regulations, and the charge capture audit application., • Strong understanding of charge capture processes and the ability to read and comprehend patient charts., • Thorough knowledge of healthcare regulatory compliance, HIMS, HIPAA, and coding rules, with a commitment to maintaining complex, confidential medical records., • Proficiency with Windows and Microsoft Office Suite, especially Excel., • Experience using EPIC and SOFT (LAB LIS) software systems., • Excellent verbal and written English communication and public relations skills., • Exceptional organizational skills, with the ability to manage multiple tasks and interruptions., • Proven ability to work effectively as a team member with minimal supervision. For immediate consideration, please apply! Option 1 Staffing is an award-winning, statewide, recognized leader in staffing and recruiting, specializing in placing the highest caliber of Non-Clinical Healthcare, Information Technology, Supply Chain, Administrative/Office, and Accounting/Finance professionals in contract and direct-hire opportunities. We work with top and emerging companies in the Technology and Healthcare industry. We Offer: · Excellent opportunity to work for an outstanding, large, and growing company! · Awesome Benefits! · Excellent salary! · Medical Insurance · 401K “Best of Staffing Award” Best of Staffing Award is the only award in the U.S. that recognizes staffing agencies that have proven superior service quality based entirely on ratings provided by their clients and job candidates. Award winners make up less than 2% of all staffing agencies in North America. “Top Performer Award” Top Performer Award by Workforce Logiq highlights high-performing staffing companies who are chosen based on a variety of criteria critical to our clients’ satisfaction, including customers serviced, cycle time, submittals per requisition, percentage of submittals hired, program compliance, fill ratio, and more. Member American Staffing Association Since 1991.

At Blue Zones Health we are redefining what it means to live a vibrant and healthy lifestyle. Inspired by long-living cultures around the world, we strive to empower people to make simple and sustainable lifestyle changes that lead to longer, better and more fulfilling lives. If you are ready to help transform well-being and be a pivotal part of our team, we want to meet with you! Position Summary This position will own assigned client relationships, acts as a subject matter expert, and oversees the development and facilitation of the implementation of new and existing healthcare Risk Adjustment & Quality strategies at an advanced level. Guides and influences other departments and the lead on quality and risk adjustment initiatives. Local Provider support for short- and long-term strategy, program planning and implementation, patient campaigns, outreach tactics, facilitation educational programs, data collection efforts and develops and monitors key performance measurement activities. This is a hybrid position with local travel required 2–3 times per week to provider practices. The compensation range for this role is $70,000 - $90,000 annually depending on experience. Key Responsibilities • Serve as the subject matter expert (SME) and lead initiatives across prospective, retrospective, and concurrent MRA strategies., • Lead risk adjustment operational programs aimed at monitoring, oversight, and compliance for risk score accuracy, • Responsible for the program to meet full compliance with state, federal and partner requirements., • Drives industry best practices and performance results focusing on driving key KPIs (i.e. # visits, RAF score, AWV completion rate, coding accuracy chart reviews and HCC recapture), • Manage a coordinated, cross functional and integrated processes across the organization to implement programs and streamline activities., • Drive program goals and key performance indicators (KPIs) to ensure accountability across the organization., • Partner with Finance, Analytics, and Vitality team to establish risk adjustment analytics for coding improvement opportunities, provider coding improvement opportunities, provider coding accuracy, risk score trending and tracking., • Ensure accurate coding for documentation and chart reviews., • Drive effective chart review documentation practices, • Educate both internal staff and provider groups to drive appropriate action and closure of identified care gap opportunities., • Collaborate with payer partners, manage key vendor relationships, and perform oversight of vendors for performance management and service level adherence for assigned practices, • Ensure processes and tools required for best-in-class accurate recapture rate, • Assist provider engagement and operations teams to maximize efficiency for provider conducted risk and quality visits., • Oversee and manage the compliance and performance of vendors or third-party administrators performing risk adjustment activities., • Perform other duties as assigned Required Education and Experience Licensure & Certification (one or more required): • Certified Professional Coder (CPC) – AAPC, • Certified Risk Adjustment Coder (CRC) – AAPC, • Certified Coding Specialist for Providers (CCS-P) – AHIMA, • Registered Health Information Technician (RHIT) – AHIMA Experience • 2+ years in medical operations, specifically within value-based care and risk adjustment coding., • Demonstrated knowledge of Medicare Advantage, RAF scores, and risk score documentation., • Prior experience educating providers on correct coding and care gap closure., • Strong project management and performance tracking skills. Skills and Competencies • Proficient in MS Office Suite (Excel, Word, PowerPoint)., • Strong analytical thinking, public speaking, and written communication skills., • Ability to synthesize data and translate trends into actionable strategies., • Skilled at building relationships and working cross-functionally., • Experience presenting coding performance trends to physician groups or leadership., • Self-directed, detail-oriented, and able to manage multiple priorities effectively. Working Conditions • Hybrid work with local travel to clinics 2–3 days per week., • Normal office working conditions with flexibility in scheduling., • Must have reliable transportation and the ability to travel within the assigned region., • Travel as needed For more information about Blue Zones Health, check us out at . Blue Zones Health does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, veteran status, or any other protected status under applicable law.

Job Title: Medical Accounts Receivable Collector Location: Hybrid in Los Angeles, CA Industry: Healthcare / Revenue Cycle Pay: $24–$26 per hour (based on experience) About Our Client: Addison Group is actively recruiting on behalf of a well-respected healthcare organization for a Medical Accounts Receivable Collector. This is a contract to hire opportunity with a mission-driven organization focused on delivering high-quality care and maintaining strong values across its operations. Job Description: The AR Collector will support insurance follow-up and revenue recovery functions, ensuring accurate and timely reimbursement from commercial and government payors. This individual will work a Monday–Friday 7:00 AM to 4:00 PM schedule. Key Responsibilities: • Follow up on outstanding insurance claims and patient accounts to ensure full resolution and payment., • Review and correct accounts with improper coding or misapplied payments., • Resolve denied or rejected claims by initiating appeals or resubmitting corrected claims., • Conduct account audits to verify balances, correct errors, and secure complete reimbursement., • Respond to inbound and outbound correspondence, calls, and web-based inquiries regarding account status., • Identify and resolve issues related to overpayments, adjustments, and necessary refunds., • Document actions and communications thoroughly within the system., • Collaborate with internal departments to resolve any discrepancies affecting reimbursement. Qualifications: • High school diploma or GED required; college coursework in business, finance, or healthcare a plus., • Minimum 3 years of experience in medical billing, collections, or insurance follow-up., • Familiarity with commercial insurance and Managed Medi-Cal strongly preferred., • Strong understanding of EOBs, CPT/ICD coding, and claim processing., • Proficient in Epic EMR system or similar platforms., • Detail-oriented with the ability to multitask and meet deadlines in a high-volume environment., • Comfortable working independently and collaboratively in a team setting. Additional Details: • Type of Assignment: Contract to hire, • Hours: Monday to Friday, 7:00 AM – 4:00 PM, • Clearance Requirements: Background check, 10-panel drug screen, TB test, MMRV immunization verification, OIG screening Perks: • Competitive weekly pay through Addison Group, • Dedicated recruiter support throughout the assignment, • Opportunity to work with a mission-based healthcare organization, • Experience with Epic and multi-payer environments, • Potential access to long-term opportunities based on performance, • Dental, Vision, Medical, 401(k) Ready to apply or learn more? Submit your resume today and one of our healthcare recruiting specialists will be in touch!

A company is looking for a Sales & Finance Assistant (Contractor). Key Responsibilities Reach out to new leads and schedule appointments for the Finance Specialist or Account Executive Follow up with partners biweekly to assess their needs and connect them with their Account Executive Provide ap

Key Responsibilities Lead the execution of the company's core financial planning process, including annual, quarterly, and monthly planning and reporting Manage a team of business partners who interface with C-level executives for expense management Prepare financial presentations for investors

Job Description Company DescriptionKrohn, Watters & Hicks, LLP is a premier public accounting firm located in the heart of San Francisco’s Financial District. We are dedicated to helping our clients achieve their financial goals through proactive tax planning, consulting, and comprehensive compliance services. Our approach is tailored to each client's unique situation. We consult with closely-held businesses and high-income, high-net worth individuals and their related trusts, corporations, limited liability companies, and partnerships on various financial transactions and tax needs. Role DescriptionThis is a full-time, hybrid role for a Senior Tax Accountant, located in San Francisco, CA, with some work-from-home flexibility. The Senior Tax Accountant will be responsible for tax compliance and tax preparation for various entities including closely-held businesses and high-net-worth individuals. The role involves consulting with clients on tax issues and financial transactions to achieve their goals. Qualifications • Expertise in Tax Compliance and Tax Preparation, • Strong understanding of accounting principles, • Proficient in handling various tax issues and financial transactions, • Detail-oriented with excellent analytical and problem-solving skills, • Strong communication and interpersonal skills, • Bachelor's degree in Accounting, Finance, or related field, • CPA certification preferred, • Experience with CCH tax software and Microsoft Office Suite

Job Description Tax Senior– Remote | Public Accounting Firm Location: Remote (U.S.-based) Job Type: Full-time About the Firm: Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Fully remote work environment with flexible scheduling. Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or Direct Phone: 605-910-9530

Job Description Cadogan Tate is internationally recognized as a market leader in fine art logistics with full-service operations across the USA (New York, Los Angeles, Chicago, Miami, San Francisco, Dallas, Austin, and Aspen), London, and Paris. Our reputation is built on providing exemplary service to collectors, galleries, and museums around the world. This service is underpinned by our fundamental values, which inform the way we look after our clients, as well as how we ensure the safe and efficient handling of their possessions. The Group is headquartered in London, England, and is private equity-backed by TSG Consumer Partners. Global revenues are $170m, growing at over 10% per annum organically and through bolt-on acquisitions. Over 65% of the revenue is generated in the US, and the strategy of the Group is to grow further in North America through M&A. The brand of Cadogan Tate is ‘Everything handled with care’, and this extends to a company culture of professionalism and respect between internal customers. More information on the company can be found at: Role Summary We are seeking a detail-oriented and experienced Senior Accountant to support our growing fine arts logistics and transportation company. This role is responsible for preparing and analyzing management accounts, with a strong focus on cost control, margin analysis, and delivering operational insights across our network. The ideal candidate is proactive, thrives in a hands-on environment, and is comfortable managing multiple priorities with 5 branches to produce management accounts for. While a CPA designation is not required, it is strongly preferred. Required Skills & Qualifications * Oversee management accounts for 5 branches on the West Coast, ensuring compliance with US GAAP and internal policies. * Reconcile accounts and maintain accurate general ledger entries. * Completing month-end and year-end close processes, including journal entries, balance sheet reconciliations, and accrual reviews * Partner with operations and regional managers to review P&Ls and highlight trends, risks, and opportunities across branches or business units • Assist with local and state tax filings, including sales/use tax, business license renewals, and annual reports, and liaise with external advisors., • Support with delivering ad hoc analysis to the Group and US Regional. Key Competencies • Bachelor’s degree in Accounting or Finance; CPA qualification preferred., • Minimum 4 years of accounting experience, with some experience within a multi-site environment., • Experience with NetSuite or similar ERP systems., • Experience within logistics, service, and/or PE-backed businesses is a plus., • Comfortable working in a fast-paced, dynamic environment., • This is a hands-on hybrid role involving travel as well as some time in the office., • Travel within the US is expected.

Key Responsibilities Develop and execute a roadmap for GCC finance integration to ensure sustainable success in global finance and accounting operations Act as the primary liaison to the GCC finance leader and U. Deliver monthly and ad hoc financial reporting and KPIs to executive leadership, ali

Key Responsibilities Maintain monthly physician and advanced practice provider compensation reconciliations and accruals Develop and maintain compensation analytics for management and finance leaders Collaborate with Payroll, Finance, and Medical Group Administration to ensure accurate payments

IT SOX Analyst Alameda, CA (Onsite - no remote/hybrid) 6 Months Contract + Likely Extensions Job Description: • Create the product vision, customer persona identification, product framework for IT's compliance practices including the scopes of SOX and GxP, • Our client is a public biopharmaceutical company that is regulated by different governmental agencies. It is important that IT operates in a manner that is consistent, accurate, and high quality so that they stay in compliance with GxP and SOX procedures, protocols and audits. This role collaborates with IT members, QA leadership, Finance/SOX leadership, to align plans and activities to achieve successful results for GxP and SOX. ESSENTIAL DUTIES/RESPONSIBILITIES: • Manage our IT systems' SOX related Governance, Risk and Compliance (SAP-GRC) component, framework and operations to maintain high quality and transparent results. Collaborate and work closely with Finance teams to set expectation and align activities., • Oversee the cyclical SOX evidence sample selection, collection, data analysis, corrective actions and actively participate with the internal and external audit processes, • Drive the SOX Segregation of Duty analysis and related actions, • Ensure that IT Product Owners and product teams operate their SOX procedures with exceptions, • Minimum of 5 years of experience with SOX compliance., • Minimum of 3 years of experience managing SAP-GRC, ITGC, and SOX, • Experience leading IT GxP compliance practices, • General knowledge of the Sarbanes-Oxley Act and the application to IT, • General knowledge of SOX IT controls and the operations and execution of SOX IT Controls, • Advance skills and abilities managing consultants and Managed Service Providers, • Comprehensive experience with IT development lifecycle and support methodologies, • Comprehensive experience with project management The salary range provided for this contract role represents our good faith estimate for this position. Within the range, individual offers will vary based on the selected candidate's experience, industry knowledge, technical and communication skills, location and other factors that may prove relevant during the interview process (W2 or C2C). In addition to compensation, the company provides eligible W2 employees with a comprehensive and highly competitive benefits package. I.T. Solutions, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionSalary: 200k+ depending on experience Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Key Responsibilities Develop and maintain weekly and monthly cash flow forecasts for active capital projects Coordinate vendor billing schedules and payment timing to manage cash flow effectively Support month-end capital spend reconciliation and contribute to depreciation forecasting Required

A company is looking for a Finance Shared Services Manager to join their team.

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. About Abbott Abbott is a global healthcare leader, creating breakthrough science to improve people’s health. We’re always looking towards the future, anticipating changes in medical science and technology. Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: * Career development with an international company where you can grow the career you dream of. * Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. * An excellent retirement savings plan with a high employer contribution * Tuition reimbursement, the ___ student debt program, and ___ education benefit - an affordable and convenient path to getting a bachelor’s degree. * A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. * A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. The Opportunity This position is an onsite opportunity in the Abbott Diabetes Care Division. We are helping people with Diabetes lead healthier, happier lives. As a global leader in diabetes care, Abbott is constantly working to deliver the highest quality products and unwavering support to our customers. Consistent and accurate glucose monitoring is the foundation of any diabetes management plan, so we’re committed to continuous improvement in the way patients and professionals measure, track and analyze glucose levels. As a Senior Manager, Financial Planning & Analysis, you will be responsible for providing financial leadership and analytics to enable informed decision-making by executive staff. Oversee planning, reporting, and performance analysis for Global Strategic Marketing and other critical initiatives, ensuring accuracy, compliance, and strategic alignment. This is an onsite opportunity in Alameda, CA. What You'll Do Strategic Financial Leadership: • Deliver analytics and business support for executive decision-making; prepare and present performance summaries for senior leadership., • Lead financial oversight of Global Strategic Marketing’s P&L (~$150MM annual spend), ensuring accuracy, compliance, and alignment with corporate objectives., • Partner with Business Development and Corporate Licensing & Acquisition teams to evaluate new projects and partnerships linked to ADC future opportunities., • Take a finance leadership role in integrating the Bigfoot acquisition into Abbott, including financial reporting and system integration (e.g., Symphony)., • Oversee preparation and analysis of capital projects for planning activities and month-end actuals., • Serve as chief liaison between ADC’s Customer Experience organization and Corporate Business Technology Services., • Maintain strong internal controls to safeguard assets and ensure compliance with applicable policies, procedures, and guidelines., • Mentor and develop FP&A team members; foster a culture of collaboration, accountability, and continuous improvement., • Mobilize staff to work in cross-functional teams, empowering others while maintaining high performance standards. Experience You'll Bring Required • Bachelor’s degree in Finance, Accounting, or related field; MBA preferred., • Minimum 8 years in FP&A or related finance roles, with leadership experience., • Advanced financial modeling and analytical skills., • Strong communication and executive presentation capabilities., • Ability to manage complex projects under tight deadlines. Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: ___ Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at ___, on Facebook at ___ and on Twitter @AbbottNews and @AbbottGlobal. Divisional Information Medical Devices General Medical Devices: Our medical devices help more than 10,000 people have healthier hearts, improve quality of life for thousands of people living with chronic pain and movement disorders, and liberate more than 500,000 people with diabetes from routine fingersticks. CRM As a global leader in Cardiac Rhythm Technologies, we focus on innovative technologies that can improve the way doctors treat people with heart arrhythmias, or irregular heartbeats. Diabetes We’re focused on helping people with diabetes manage their health with life-changing products that provide accurate data to drive better-informed decisions. We’re revolutionizing the way people monitor their glucose levels with our new sensing technology. Vascular Abbott Vascular provides innovative, minimally invasive, and cost-effective products for treatment of vascular disease. Neuromodulation Our Neuromodulation business includes implantable devices compatible with mobile technology to help people who suffer from chronic pain and movement disorders. These non-opioid therapies allow us to provide interventional pain therapy to patients throughout the pain continuum. Structural Heart Structural Heart Business Mission: why we exist Our business purpose is to restore health and improve quality of life through the design and provision of device and management solutions for the treatment of structural heart disease. EP In Abbott’s Electrophysiology (EP) business, we’re advancing the treatment of heart disease through breakthrough medical technologies in atrial fibrillation, allowing people to restore their health and get on with their lives. HF In Abbott’s Heart Failure (HF) business, we’re developing solutions to diagnose, monitor and manage heart failure, allowing people to restore their health and get on with their lives. Diagnostics We’re empowering smarter medical and economic decision making to help transform the way people manage their health at all stages of life. Every day, more than 10 million tests are run on Abbott’s diagnostics instruments, providing lab results for millions of people. Abbott Molecular is a leader in molecular diagnostics and the analysis of DNA, RNA, and proteins at the molecular level. Our Point of Care diagnostic portfolio spans key heath and therapeutic areas, including infections disease, cardiometabolic, informatics and toxicology. Our diagnostic solutions are used in hospitals, laboratories and clinics around the globe. The crucial information derived from our tests, instruments and informatics systems are often the first step in patient care decision making for hundreds of health conditions from heart attacks to blood disorders to infectious diseases and cancers. Our rapid diagnostics solutions are helping address some of the world’s greatest healthcare challenges. Nutrition Our nutrition business develops science-based nutrition products for people of all ages, from helping babies and children grow to keeping adult bodies strong and active. Millions of people around the world count on our leading brands – including Similac®, PediaSure®, Pedialyte®, Ensure®, and Glucerna® – to help them get the nutrients they need to live their healthiest lives. The base pay for this position is $146,700.00 – $293,300.00. In specific locations, the pay range may vary from the range posted.