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Job Description We kindly ask that recruiters, agencies, and third parties do not contact us regarding this role. We are only considering applications submitted directly by candidates. We are seeking a highly skilled and motivated Consulting Controller to join our Integra Consulting team. The Consulting Controller will oversee client financial operations, ensure compliance with GAAP standards, manage and mentor accounting teams, and provide strategic financial guidance to clients and internal leadership. This role is ideal for a seasoned professional with strong full-cycle accounting expertise, leadership skills, and the ability to translate financial data into actionable insights for clients. Salary Range: $90,000 - $115,000 Client Advisory & Financial Oversight • Partner with clients, and other teammates to understand business goals and design financial frameworks that align with client objectives., • Oversee full-cycle accounting, month-end close, and financial reporting across multiple client engagements., • Ensure compliance with GAAP, tax regulations, and industry standards., • Provide strategic recommendations through financial storytelling and clear communication of results. Team Leadership & Management • Supervise and mentor Accounting Managers and Staff Accountants, ensuring accuracy, timeliness, and consistency in deliverables., • Allocate resources by developing accounting cost budgets, estimating team hours, and managing utilization against client budgets., • Promote a culture of accountability, continuous learning, and professional growth. Process & Systems Improvement • Identify opportunities to streamline client financial processes and implement best practices., • Leverage technology (QuickBooks, Microsoft Office, and other accounting systems) to improve efficiency and client experience., • Develop and maintain process documentation and training materials. Strategic Collaboration • Collaborate with CFOs and Tax Managers on financial strategies, budgets, and forecasts., • Serve as a trusted advisor to clients, translating complex financial data into insights that drive decision-making. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field; CPA/CMA designation preferred but not required., • Minimum of 5+ years progressive accounting experience, including full-cycle accounting, month-end close, and financial reporting., • Prior Controller or Consulting Controller experience highly preferred., • Strong organizational, analytical, and communication skills with proven ability to manage multiple client engagements., • Proficiency with QuickBooks, Microsoft Office Suite, and other cloud-based accounting systems. Built on a legacy of excellence and driven by a passion for helping businesses thrive, we combine personalized service with a proactive approach to guide our clients through every stage of growth.Integra is a specialized accounting firm focused on delivering fractional CFO and financial services to growing businesses. Our team is made up of experienced professionals who bring strategic insight, operational know-how, and a deep commitment to client success. We act as an extension of your team—providing the high-level financial leadership you need, without the overhead of a full-time hire.\r\n\r\nBuilt on a legacy of excellence and driven by a passion for helping businesses thrive, we combine personalized service with a proactive approach to guide our clients through every stage of growth.

Job Description You will manage key financial processes, mentor a high-performing team, and collaborate closely with the Leadership to optimize financial health. Must be a candidate who thrives in a dynamic, team-oriented environment and excels at both strategy and execution. Must have IOLTA and Law Firm Experience. Salary Range: $202,000 - $222,000 / year DOE Controller Responsibilities • Develop and execute financial strategies aligned with the firm's aggressive expansion goals, • Lead and manage all aspects of the firm’s financial operations, including budgeting, reporting, billing, collections, A/P, A/R, and trust accounting., • Prepare monthly financial statements, operational reports, and profitability analyses to support strategic decision-making., • Collaborate with firm leadership to develop budgets, provide financial forecasts, and deliver actionable insights., • Ensure compliance with financial regulations, tax preparation, and internal policies in partnership with external accountants., • Serve as a financial advisor to Managing Partner and leadership, clearly communicating policies and offering guidance to non-financial staff., • Supervise and mentor the accounting team, overseeing schedules, cross-training, and staffing needs., • Prepare, monitor, and analyze budgets and forecasts to inform decision-making and strategic planning, • Ensure financial stability and profitability by overseeing cash flow and day-to-day financial operations, • Ensure adherence to GAAP, industry-specific financial regulations, and best practices, • Implement and optimize financial systems to enhance efficiency, accuracy, and compliance, • Manage partnerships with banks, CPA firms, and other financial stakeholders, • Support tax planning and prepare necessary documentation in collaboration with external accountants, • Develop and monitor KPIs to measure financial health and operational success, • Supervise payroll processing, employee benefits accounting, and tax withholdings., • Implement cost-control measures to optimize financial performance., • Provide financial analysis and recommendations to firm leadership for strategic decision-making., • Bachelor’s degree in Accounting, Finance, or a related field, • CPA or MBA strongly preferred, • 8+ years of progressive accounting/finance experience, including 3+ years in a leadership role, • Prior law firm experience is required, • Must be willing to rolling up the sleeves to perform operational tasks DISCLAIMER: The compensation range represents a good faith estimate of what our client may pay for the position at the time of posting. Our client may ultimately pay more or less than the posted compensation range. The salary offered to the selected candidate will be determined based on factors such as the qualifications of the selected candidate, departmental budget availability, internal salary equity considerations, and available market information, but not based on a candidate’s gender or any other protected status.

Job Description About Us At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services. Our firm is guided by our core values - Integrity, Communication, Caring and Compassion, and Passion for Excellence - which are deeply embedded in everything that we do. These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our team members. Redwitz operates under a hybrid working model, offering flexibility and balance while maintaining a strong culture of teamwork and professional growth. Salary Range: $115,000 - $150,000 Key Responsibilities • Review and supervise the preparation of tax returns for individuals, partnerships, S corporations, corporations, exempt organizations, and estates and trust., • Demonstrate strong technical knowledge in a variety of tax and accounting areas., • Respond to tax authorities on behalf of clients and assist clients with tax audits., • Assist with tax planning, research and consulting engagements as needed., • Maintain strong client relationships through effective communication and proactive advice., • Serve as a trusted advisor to clients, providing strategic tax planning and consulting services., • Stay updated on federal, state, and local tax laws and regulations to ensure compliance., • Assist with the development and training of staff, providing guidance and support for their professional development., • Participate in firms’ management meetings., • Collaborate with other departments to provide comprehensive client solutions., • Performs such other duties as may be assigned. Benefits · Competitive salary and performance-based bonuses. · Comprehensive health, dental, and vision insurance. · Retirement plan with company match. · Professional development and continuing education opportunities. · Flexible work environment with opportunities for remote work. Qualifications • Bachelor’s degree in accounting, finance or a related field required, master’s in tax a plus., • CPA required., • +5 years of experience in tax at a public accounting firm, and at least 1-2 years as a tax manager., • Strong knowledge of federal, state, and local tax laws and regulations. Redwitz also cultivates a culture where people feel seen, supported, and heard. And is a values-driven firm that prioritizes relationships, integrity, and long-term success over short-term gain—both for clients and employees. Redwitz team members feel inspired and fulfilled, knowing they’re contributing to something bigger than business as usual.Redwitz is a trusted full-service CPA and advisory firm that empowers professionals to advance their careers while making a difference in the lives of clients and communities. And offers hands-on mentorship, clear advancement paths, and exposure to meaningful, purpose-driven work.\r\n\r\nRedwitz also cultivates a culture where people feel seen, supported, and heard. And is a values-driven firm that prioritizes relationships, integrity, and long-term success over short-term gain—both for clients and employees.\r\n\r\nRedwitz team members feel inspired and fulfilled, knowing they’re contributing to something bigger than business as usual.

Job Description Description: We kindly ask that recruiters, agencies, and third parties do not contact us regarding this role. We are only considering applications submitted directly by candidates. We are seeking an experienced and strategic Consulting CFO to join the Integra Consulting team. The Consulting CFO will oversee high-level financial strategy, lead client finance departments, build budgets and forecasts, guide long-term financial planning, and provide executive-level advisory to clients scaling, restructuring, or preparing for investment. This role is ideal for a seasoned finance executive with deep experience in multi-entity financial oversight, systems implementation, forecasting, capital structure advisory, and cross-functional leadership. The Consulting CFO will act as the primary financial strategist for clients while supporting and mentoring Integra’s internal team. Salary Range: $120,000 - $135,000 Requirements Key Responsibilities: · Executive Financial Leadership & Strategy · Serve as the senior financial advisor to CEOs, founders, boards, and investors. · Lead long-term financial planning, annual budgeting cycles, and multi-year forecasting. · Develop financial models, scenario planning, and dashboards that support decision-making. · Guide clients through entity formation, restructuring, mergers, and large-scale expansions. · Oversee cash-flow management, capitalization strategies, and financial risk mitigation. · Translate complex financial results into clear, actionable insights for leadership and stakeholders. · Client Advisory & Operational Oversight · Oversee multi-client financial operations, ensuring accuracy, compliance, and alignment with strategic goals. · Review and approve monthly close packages, KPI reporting, and financial statements prepared by · Controllers/Managers. · Ensure compliance with GAAP, tax requirements, industry regulations, and internal controls. · Design and implement financial frameworks, accounting policies, and reporting structures for clients. · Team Leadership & Talent Development · Direct and mentor Controllers, Accounting Managers, and Staff across client engagements. · Establish performance expectations, review workflows, and ensure consistent quality across the team. · Manage capacity planning, utilization, and resource allocation in alignment with client budgets and scopes. · Promote a culture of ownership, accountability, and continuous improvement. · Systems, Processes & Implementation Oversight · Lead financial systems conversions (QuickBooks to QBO, NetSuite, ERP upgrades). · Implement scalable processes and SOPs to support client growth. · Evaluate internal control systems and recommend improvements. · Oversee creation of process documentation, training decks, and best-practice guides. · Strategic Collaboration & Cross-Functional Partnership · Partner with Tax Managers, Audit teams, and external advisors on complex financial matters. · Support clients in board presentations, investor relations, fundraising, and due diligence prep. · Provide executive-level support on special projects such as proformas, operational restructures, and cost-reduction initiatives. · Act as liaison between finance, operations, HR, IT, and leadership to align strategies and execute plans. Required Skills: · Bachelor’s degree in Accounting, Finance, or related field; CPA, CMA, or MBA strongly preferred. · 5-10+ years progressive experience in finance and accounting, including senior-level leadership. · Prior CFO, VP Finance, Director of Finance, or Consulting CFO experience required. · Demonstrated expertise with budgeting, forecasting, financial modeling, capital planning, and KPI development. · Proven track record overseeing multi-client engagements or multi-entity environments. · Strong organizational, analytical, and executive communication skills. · Proficiency with QuickBooks, QBO, NetSuite, and Microsoft Office Suite (advanced Excel expected). · Ability to manage competing priorities and lead teams in fast-paced consulting environments. · Strong strategic thinking, problem-solving abilities, and ability to simplify financial complexity. · Experience presenting to boards, investors, and executive leadership. Company DescriptionIntegra is a specialized accounting firm focused on delivering fractional CFO and financial services to growing businesses. Our team is made up of experienced professionals who bring strategic insight, operational know-how, and a deep commitment to client success. We act as an extension of your team—providing the high-level financial leadership you need, without the overhead of a full-time hire. Built on a legacy of excellence and driven by a passion for helping businesses thrive, we combine personalized service with a proactive approach to guide our clients through every stage of growth.Integra is a specialized accounting firm focused on delivering fractional CFO and financial services to growing businesses. Our team is made up of experienced professionals who bring strategic insight, operational know-how, and a deep commitment to client success. We act as an extension of your team—providing the high-level financial leadership you need, without the overhead of a full-time hire.\r\n\r\nBuilt on a legacy of excellence and driven by a passion for helping businesses thrive, we combine personalized service with a proactive approach to guide our clients through every stage of growth.

Job Description Position Summary: The Bilingual Accountant will play a key role in advising and managing clients’ accounting and tax matters while delivering exceptional service and strategic insights. This role goes beyond traditional accounting—it’s an opportunity to become a trusted financial advisor for entrepreneurs and corporations alike. Key Responsibilities: * Prepare, review, and analyze individual, corporate, and partnership tax returns (Forms 1040, 1120, 1120S, 1065, etc.) * Conduct financial analysis, reconciliations, and monthly reporting * Provide consulting on tax strategies, entity structures, and business efficiency * Manage client relationships, offering proactive financial advice and planning * Collaborate with internal teams to ensure compliance, accuracy, and profitability * Communicate effectively with clients in both English and Spanish * Stay current with IRS regulations, California tax laws, and accounting standards Ideal Candidate Profile: * Bachelor’s degree in Accounting, Finance, or related field (CPA or EA preferred) * Minimum of 3 years of professional experience in accounting or tax preparation * Proficient in QuickBooks (Online and Desktop) and Excel * Fully bilingual (English/Spanish) with strong communication and presentation skills * Client-focused, self-motivated, and committed to professional growth * Strong analytical mindset with the ability to simplify complex financial concepts for clients * Desire to grow within a consulting environment and take leadership responsibility What We Offer: * Competitive salary and performance-based incentives * Career development and training opportunities * Direct mentorship from experienced tax and business advisors * Positive and professional work culture focused on growth and collaboration Ready to Grow With Us? If you’re an accountant looking to take your career to the next level — to become not just a number cruncher but a true business strategist — we want to hear from you. Company DescriptionFor over 17 years, El Triunfo Corporation has provided trusted tax, accounting, and business consulting services to individuals and small businesses. Our team of experienced professionals is dedicated to minimizing taxes, ensuring compliance with complex federal and state laws, and helping clients achieve long-term financial success. We pride ourselves on high standards, personalized service, and strong relationships with our community.For over 17 years, El Triunfo Corporation has provided trusted tax, accounting, and business consulting services to individuals and small businesses. Our team of experienced professionals is dedicated to minimizing taxes, ensuring compliance with complex federal and state laws, and helping clients achieve long-term financial success. We pride ourselves on high standards, personalized service, and strong relationships with our community.

ABOUT ETHIKA: Ethika is a leading lifestyle brand based in San Clemente, CA. Since the inception of the brand, Ethika and its team have been determined to live life, innovate, and deliver quality products, while staying true to our biggest asset – our FAMILIE. The Ethika employees, friends, athletes, artists, and customers are the core of the brand and the reason we exist. POSITION SUMMARY: As Ethika continues to experience rapid growth, we are seeking a Director of Finance to lead our financial strategy, planning, and analysis while overseeing the accounting function. This role will partner with senior leadership to drive financial performance, provide actionable insights, and support long-term business growth. The Director of Finance will ensure the integrity of financial reporting, implement key performance metrics, and manage a team that supports both accounting accuracy and strategic finance initiatives. The ideal candidate is a strong financial strategist who can balance big-picture planning with hands-on execution, driving both financial discipline and innovative growth opportunities. DUTIES & RESPONSIBILITIES: • Oversee execution of month-end close to create monthly GAAP financial statements, • Adjust financial processes to accommodate changes in business strategy, size of teams and to optimize the implementation of new technologies, • Lead the development of financial strategies that support company growth and profitability goals., • Oversee budgeting, forecasting, and financial planning processes; provide insights and recommendations to executive leadership., • Create and track KPIs and operational metrics to measure performance and guide decision-making., • Partner cross-functionally with leadership teams in Sales, Operations, Product, and Marketing to align financial goals with business objectives., • Manage financial reporting, ensuring timely and accurate GAAP statements, monthly close, and compliance requirements., • Oversee external audits, tax filings, and regulatory reporting., • Identify process improvement opportunities and implement scalable systems and technologies to optimize efficiency., • Build, mentor, and develop a high-performing finance and accounting team., • Provide financial modeling and scenario planning to evaluate new business opportunities, partnerships, and strategic initiatives., • Act as a key advisor to executive leadership on financial risk management and long-term capital planning. QUALIFICATIONS: • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)., • 7+ years of progressive finance and accounting experience, with at least 3 years in a leadership role., • Experience in consumer products, lifestyle, or manufacturing industries preferred., • Proven ability to lead budgeting, forecasting, and strategic financial planning., • Strong financial modeling and analytical skills with a track record of driving insights that inform strategy., • Excellent communication skills, with the ability to present complex financial data in a clear, actionable way to executives and non-finance teams., • Experience implementing financial systems and driving process improvements in a growth-oriented environment., • Strong leadership skills with experience building and scaling finance teams., • Ability to thrive in a fast-paced, entrepreneurial culture. SALARY: • Salary Range: $120,000 - $150,000 (DOE)

About Harvest Landscape Enterprises Harvest Landscape Enterprises is a leading commercial landscape company serving communities across California, specializing in HOA, commercial, and municipal landscape maintenance. With 700+ employees and multiple operating divisions, we are known for integrity, innovation, and operational excellence, delivering technology-driven services that enhance curb appeal, protect property values, and support environmental sustainability. As we continue to grow, Harvest is focused on scaling operations, strengthening profitability, and building disciplined financial leadership to support long-term success. The Opportunity We are seeking an experienced Chief Financial Officer (CFO) to serve as a strategic partner to the CEO and executive leadership team. This role goes beyond traditional accounting and reporting—it is ideal for a hands-on financial leader who can drive strategy, strengthen operational performance, and support sustainable growth across multiple divisions. The CFO will bring structure, clarity, and accountability to financial operations while helping position Harvest for continued expansion, potential acquisitions, and long-term value creation. Key Responsibilities • Lead company-wide financial strategy, planning, forecasting, and analysis, • Oversee accounting, FP&A, budgeting, cash flow management, and financial reporting, • Partner closely with operations to improve job costing, margins, and division-level performance, • Drive financial discipline, internal controls, compliance, and risk management, • Manage banking relationships, credit facilities, and capital planning, • Support growth initiatives, including new markets, acquisitions, and post-acquisition integration, • Develop, mentor, and scale the finance and accounting teams, • Deliver clear financial insights, dashboards, and KPIs to executive leadership, • Ensure alignment between financial goals and operational execution Ideal Candidate Profile • Proven CFO leadership experience in a $60M–$150M+ organization, • Experience in landscaping, construction, field services, or other labor-driven, multi-location businesses strongly preferred, • Deep expertise in job costing, labor management, and operational finance, • Strategic thinker with a hands-on, roll-up-your-sleeves leadership style, • Track record of supporting growth, scaling systems, and improving financial infrastructure, • Strong communicator who partners effectively with executives and operations leaders, • High integrity, accountability, and ownership mindset What Success Looks Like • Improved visibility into margins and performance by division, • Strong cash flow management and forecasting accuracy, • Scalable financial systems that support continued growth, • Finance function viewed as a strategic business partner—not just a reporting role, • Trusted advisor relationship with the CEO and leadership team Job Requirements • Significant years of progressive financial leadership experience, including senior-level responsibility (CFO, VP of Finance, or equivalent), • Proven experience leading finance for a multi-division, labor-driven organization, • Strong background in job costing, budgeting, forecasting, cash flow management, and financial reporting, • Demonstrated ability to partner with operations to improve margins and operational performance, • Experience scaling financial systems, controls, and processes in a growing organization, • Hands-on leadership style with the ability to operate strategically and tactically, • Experience managing banking relationships, credit facilities, and capital planning, • M&A, integration, or expansion experience strongly preferred Compensation & Benefits • Competitive executive compensation (base salary of $200,000 - $250,000 DOE + performance incentive), • Executive-level benefits package, • Long-term growth opportunity within a stable, expanding organization Why Join Harvest This is a rare opportunity to help shape the financial future of a well-established, fast-growing company with strong leadership, a clear vision, and meaningful growth ahead. The right CFO will have a true seat at the table and the ability to make a lasting impact across the organization.

Director Premium Billing and Member Enrollment (Director II) Work type: Full Time About the Role We are seeking a strategic thinker with a proven track record of leading high-performing teams to establish and manage the Enrollment and Billing function related to Health Insurance Exchange/Marketplace/Covered California product operations. This role is critical in building and executing seamless enrollment, accurate billing, and regulatory compliance for product line expansion. As Director, you will define and scale your team, create a roadmap, implement operational processes, and close gaps in people, process, and technology to support enrollment and billing capabilities for the Covered California line of business. You will play a key role in strengthening revenue recognition processes, supporting managed care contract modeling, and maintaining reimbursement estimation tools used for forecasting and financial planning. Responsibilities Leadership Functions (45%) • Cultivate and promote a mission-driven culture of high-quality performance with a member focus on customer service, consistency, dignity, and accountability., • Direct, hire, and train department managers and staff; set monthly or quarterly goals., • Serve as the key advisor for executive leadership on strategic decisions impacting Enrollment and Billing operations., • Develop and execute a 12–18-month roadmap to operationalize Enrollment and Billing capabilities for Covered California, integrating with existing workflows and configuring systems to support new processes., • Build and lead the Enrollment and Billing function, including recruiting, coaching, and retaining staff, establishing governance structures, and collaborating cross-functionally., • Implement and oversee end-to-end premium billing capability, including invoice generation, member payments, financial reconciliation (including subsidies), and refunds., • Reconcile membership and premium data with Covered California and internal systems to ensure regulatory compliance and data accuracy., • Manage enrollment and billing processing and reconciliation for off-exchange populations., • Oversee integration and management of enrollment and billing capabilities handled by third-party vendors and delegated networks., • Lead vendor and technology selection for vended capabilities and oversee implementation and integration with organizational processes and technologies., • Partner with IT and vendor teams to configure core admin systems, oversee system/data integrations, and optimize premium billing capabilities., • Bachelor’s degree in business, health administration, finance, or related field (Master’s preferred)., • 7+ years in health-plan operations, with at least 5 years in health insurance exchange/marketplace and/or commercial Individual and Family Plan (IFP) enrollment and billing., • 3+ years of progressive management/leadership experience., • Prior experience at a health plan leading enrollment and billing functions for exchange or commercial products., • Strong leadership and relationship-building skills across diverse teams and stakeholders., • Ability to work independently, exercise sound judgment, and communicate clearly., • Analytical, problem-solving, and project management skills in fast-paced environments., • Ability to manage multiple projects, motivate teams, and identify opportunities for collaboration., • Primarily indoors and sedentary, with variable work hours and occasional travel., • May include clinical or community settings depending on assignment., • Noise levels range from moderate to loud depending on location.

Hoag Hospital Foundation Vice President, Finance and Controller Hoag Hospital Foundation (HHF) serves as the philanthropic arm of Hoag, one of California’s leading not-for-profit health systems recognized for delivering exceptional healthcare and innovation. With an unwavering commitment to advancing Hoag’s mission, the Foundation partners with donors, physicians, and the community to secure and steward the resources that sustain and expand Hoag’s clinical excellence and patient care. The Foundation has played a critical role in Hoag’s growth and community impact, having successfully supported major capital campaigns that have transformed facilities, programs, and research. The organization is now nearing the close of its current $300 million campaign and preparing to launch an ambitious new campaign projected to exceed $1 billion—an extraordinary milestone in Hoag’s history. Under the leadership of newly appointed President Caroline Pereira, the Foundation is entering a transformative phase focused on modernization, enhanced governance, and expanded impact. This includes elevating financial stewardship, strengthening donor confidence through transparency and compliance, and ensuring Hoag’s continued success as a premier healthcare destination in Southern California and beyond. Vice President, Finance and Controller The Vice President, Finance & Controller is a newly created executive leadership position that will report directly to Caroline Pereira, President of Hoag Hospital Foundation, and serve as a key member of the Foundation’s leadership cabinet. This pivotal role was established following the retirement of long-tenured Senior Vice President of Finance Geoff McCloskey, as the Foundation strategically bifurcated the position into two new leadership roles—one dedicated to finance and treasury, and another focused on operations. The VP, Finance & Controller will provide financial oversight, strategic leadership, and operational excellence across all Foundation financial functions, including accounting, finance/treasury, fund administration, and gift services. This leader will serve as a trusted advisor to the President and a liaison to the Foundation’s Board of Directors, routinely staffing Finance, Audit, and Investment Committees. The ideal candidate is a mission-driven, strategic financial leader who brings deep nonprofit and foundation experience, proven technical expertise, and the ability to engage effectively with C-suite executives, board members, and major donors. This is a high-impact opportunity to shape the future of one of California’s most respected healthcare foundations during an exciting period of growth and transformation. Experience/Qualifications • Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree (MBA or Accountancy) strongly preferred., • Certified Public Accountant (CPA) required; additional certifications (CMA, CGMA, or CIA) preferred., • Minimum of 10 years of progressive accounting and finance experience, including at least 5 years in leadership within a nonprofit or foundation environment; healthcare or hospital foundation experience strongly preferred., • Demonstrated success in financial reporting, audit coordination, fund accounting, budgeting, and strategic planning., • Deep understanding of donor fund accounting, UPMIFA, GAAP, and nonprofit tax standards., • Proven ability to engage confidently with C-suite executives, Board members, and major donors., • Experience managing cross-functional teams and fostering a culture of accountability, growth, and collaboration., • Strong technology proficiency, including CRM and financial systems relevant to nonprofit foundations. Compensation For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $267K-$276K dependent upon experience, bonus, long-term incentives, and a full suite of benefits.

Title: Senior/Tax Attorney - Research Company: Talley Law Group (Orange, Ca.) Schedule: Remote/Hybrid (Must be able to travel once a month to southern California) Employment Status: Direct Hire FTE Opportunity About the Firm Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client’s Most Trusted Advisor (MTA) by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them. Position Summary The Senior Tax Attorney will serve as the firm’s primary resource for advanced tax research, technical analysis, and written tax guidance. This role is ideal for an attorney who excels in deep statutory and regulatory interpretation, complex issue spotting, and producing research-based recommendations that support internal attorneys, CPAs, and firm leadership. You will focus on • Conducting in-depth tax research across corporate, partnership, individual, and international tax matters., • Preparing authoritative technical memoranda and internal guidance., • Identifying emerging tax issues and interpreting new legislation and IRS guidance., • Supporting complex planning initiatives through precise, research-driven analysis., • Developing and maintaining internal tax research guides, issue summaries, and reference materials to support firmwide technical consistency., • Support the Tax and Legal Departments by validating complex tax positions through thorough analysis of statutes, regulations, case law, IRS guidance, and treatises., • Enhance the firm’s planning initiatives by performing comparative research on alternative structures and identifying risks, limitations, and opportunities., • Maintain awareness of federal and state legislative developments, providing timely briefings to attorneys and tax leadership on changes that may affect client strategies. Essential Functions of the Position Technical Skills • Conduct comprehensive tax research and prepare well-reasoned technical memoranda for internal use., • Interpret statutes, regulations, case law, revenue rulings, IRS guidance, and international tax rules., • Leverage research technologies, including AI-assisted tools (e.g., Bloomberg, LexisNexis, Checkpoint, Blue J and GPT-based tools), with the ability to evaluate accuracy and relevance., • Review complex individual, entity, and cross-border tax filings to identify technical issues and planning considerations., • Closely held businesses and entity structuring., • Joint ventures and strategic business arrangements., • Business reorganizations and restructuring., • Partnership tax, corporate tax, and international tax matters., • Serve as a technical resource to attorneys, tax managers, and consulting personnel., • Provide research-driven insights during internal strategy meetings and select client discussions., • Participate in client meetings as needed to provide technical tax insights., • Communicate complex tax concepts clearly in writing and verbally., • Develop and maintain a personalized Balanced Scorecard (“BSC”) that outlines the strategic steps required to achieve both personal and professional growth objectives in alignment with firm goals., • Provide high-quality technical on-the-job training to tax preparers, staff, and outsourced service providers, ensuring consistent development of skills and adherence to best practices., • Actively participate in departmental initiatives, contributing to presentations, knowledge-sharing sessions, and team-based activities that support the success of the department and the firm., • Maintain required CPE/CLE. Key Deliverables The primary objective of the Tax Advisory and Research Consultant is to operate as a highly skilled technical tax professional who plays a strategic role within both the Tax and Legal departments, as well as firm leadership. This individual will contribute meaningfully to the firm’s growth, operational excellence, technical quality and overall business objectives by providing sophisticated tax insights, high-quality research, and forward-thinking advisory support. To achieve this, the key deliverables include, but are not limited to: • Quickly develop a thorough understanding of the Tax and Legal Department’s policies, processes, and workflows by meeting with operations managers and designated attorneys, reviewing firm documentation, and preparing sample memos and agreements. Gain familiarity with the firm’s culture through meetings with partners and management, and actively participate in weekly tax department and communication meetings., • Review and understand the department’s Balanced Scorecards (BSCs) and, with guidance from the Legal Director or their direct supervisor, develop a personalized BSC aligned with departmental goals., • Within 45 days, develop a solid understanding of the Tax and Legal Departments’ core practices; demonstrate competence in reviewing assigned returns and completing tax research for active client projects; and operate effectively within the firm’s time and billing, project management, workflow, and tax/legal software systems. Additionally, finalize your personal BSC and complete an initial review meeting with your direct supervisor., • Within the first 90 days, actively participate in tax planning and strategy projects, including return review meetings; begin drafting foundational legal documents such as estate plans or business formation materials; and prepare tax planning memoranda based on client return reviews. Identify areas requiring further technical training as projects progress. By day 90, consistently review more complex tax returns and draft core legal documents with increasing independence. Recommendations for 90 days: • Demonstrate active progress on the Balanced Scorecard (BSC)., • Show a clear understanding of the firm’s processes and procedures., • Attend, participate in, and contribute meaningfully to client meetings in the MTA capacity., • Manage a client list appropriate to your experience level., • Exhibit effective time management skills., • Consistently deliver accurate work products in alignment with your client's expectations. Recommendations for 180 days: • Successfully complete the onboarding process., • Manage projects within agreed-upon budgets., • Maintain steady, measurable progress on the Balanced Scorecard (BSC)., • Actively participate in training and mentoring, with identifiable contributions noted by the Tax Manager, CSM, and Attorney., • Proactively recommend process improvements that enhance departmental efficiency and effectiveness. Within 1 year: • Demonstrate strong technical research and documentation skills and the ability to review increasingly complex tax returns with confidence., • Successfully implement the Balanced Scorecard (BSC) and develop a second-year BSC., • Consistently contribute to departmental improvement initiatives and ongoing process enhancements. Preferred Attributes • Minimum 5+ years of tax technical experience in a CPA firm or law firm., • Strong background in tax research, analysis, and review of complex returns., • Advanced proficiency with AI-supported legal/tax research tools., • Excellent analytical writing skills and ability to distill complex issues., • Ability to manage multiple research projects and meet deadlines., • Highly self-directed, detail-oriented, and intellectually curious. Travel It is anticipated that only infrequent travel will be required. Compensation Compensation is at or above market value, depending on skills and experience.

Title: Administrative Assistant/Payroll Processor Location: Orange, California (Full Time-Onsite) Company: Talley LLP About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services Position Summary The Administrative Assistant/Payroll Processor supports both day-to-day office operations and end-to-end payroll administration. The ideal candidate is detail-oriented, adaptable, and proactive, with strong organizational and technical skills. You’ll work closely with multiple teams to ensure smooth operations, accurate payroll processing, and professional experience for both clients and employees. This position is on-site only and requires a consistent presence to support internal teams and client-facing activities. Key Responsibilities Client Service & Office Administration • Serve as a welcoming and responsive point of contact for clients and staff, managing calls, emails, and client document portals., • Prepare and organize client materials, deliverables, and meeting packets with precision and timeliness., • Maintain organized and presentable office spaces, ensuring supplies and shared areas are ready for daily operations., • Process and distribute mail (receiving/sending), scan and upload documents, and maintain consistent digital organization standards., • Enter and update client and internal data accurately across systems., • Support cross-departmental projects and process improvements that enhance efficiency and client service., • Be a point person in answering and elevating staff inquiries as required., • Manage employee information in Paycom, ensuring accuracy in job details, tax settings, and benefits enrollment while maintaining confidentiality., • Process bi-weekly payroll, including reconciliation of hours, deductions, PTO, and adjustments., • Maintain compliance with I-9 documentation, employment verifications, and record retention., • Provide general administrative support to HR, Tax, and Operations teams., • Assist with new hire onboarding and first-day activities, coordinating with IT and Facilities., • High school diploma required; some college or associate degree preferred., • 1–2 years of administrative or payroll-related experience, ideally in a professional services environment., • Proficiency in Microsoft Office (especially Excel, Outlook, and Word) and comfort using cloud-based tools and new platforms., • Strong attention to detail and ability to manage multiple priorities with accuracy., • Excellent written and verbal communication skills with a professional demeanor., • Demonstrated reliability, adaptability, and ability to work both independently and collaboratively., • Discretion in handling sensitive and confidential information. A successful team member in this role will: • Take initiative to anticipate needs, follow through without prompting, and proactively support others., • Demonstrate consistent professionalism, communication, and attention to detail in all interactions., • Balance independence and teamwork, contributing to collective goals while managing individual responsibilities effectively., • Leverage technical skills, especially in spreadsheets and digital document systems, to maintain accuracy and efficiency., • Location: On-site in Orange County, CA (no remote or hybrid option)., • Schedule: Monday–Friday, standard business hours., • Travel: Limited local travel may be required.

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is seeking a Marketing Automation Product Manager to serve as a subject matter expert for our Adobe Marketo instance. This individual will lead the day-to-day oversight of Marketo while also partnering closely with business and technology to shape the long-term automation vision, strategy, and roadmap. The ideal candidate is a Marketo Master Architect with deep technical expertise in platform administration, workflow optimization, and system integration as well as marketing strategy and lifecycle execution. They bring proven experience implementing platform improvements, automation best practices, and platform integration strategies that have delivered measurable impact in past roles. This individual will champion, shape, and scale a unified global marketing automation strategy that aligns with regional nuances and drives consistency across a global organization simplifying complex concepts, driving adoption of best practices across regions, and ensuring platform decisions support both strategic marketing goals and operational efficiency. In this role, you will work cross-functionally and cross-regionally to ensure digital marketing teams are well equipped to plan, execute, and optimize marketing campaigns and automation strategies including lead generation, segmentation strategy, nurture programs, and lifecycle optimization strategies. Striving for operational excellence, you will gather requirements from marketing stakeholders and partner closely with technology to develop optimal platform workflows for automation and to ensure an efficient and effective global operating model. The position is based in Austin, New York, or Newport Beach and reports to the Head of Global Marketing Operations. Key responsibilities include, but are not limited to: • Drive innovation in marketing automation strategies, leveraging new features within Marketo, evaluate and pilot emerging technologies such as AI-driven personalization, predictive analytics, to enhance automation capabilities., • Own the Marketo Roadmap: Work with technology teams to prioritize integrations, product enhancements, and process improvements and create roadmap visibility to the broader organization., • Workflow/process optimization: Identify opportunities to optimize Marketo workflows, reduce manual effort, and enhance program templates/campaign connectivity to enhance and enable true multi-channel marketing synchronization., • Strategic alignment: Collaborate with stakeholders to align marketing automation strategies with business objectives including refinement and best use case of lead scoring models to reflect evolving priorities and enable accurate persona creation., • Data strategy & Insights: Partner with global analytics and digital marketing teams to define key performance indicators (KPIs) for automation programs and ensure consistent reporting across global campaigns. Act as SME for the email tagging framework to ensure effectiveness and minimize disruption by conducting impact analysis, coordinating changes with global email vendors, and implementing updates across platforms and process documents., • Champion best practices: Implementing global best practices to execute email campaigns, nurture programs, and other marketing initiatives within Marketo. Document standard operating procedures to train and support regional marketing teams on Marketo capabilities, campaign optimization, and automation best practices., • Minimum of a bachelor's degree from an accredited institution, • At least 10 years of experience working with Marketing Automation platforms and multiple years specifically working in Marketo. Marketo Architect Master Certification is a plus., • Deep understanding of Marketo's features, functionality, and best practices, • Digital product management or Digital marketing experience, with a proven track record of articulating a vision, executing a strategy, and managing executive-level stakeholders, • Strong proficiency in workflow mapping and process improvement, • Experience in financial services and/or asset management, with a focus on B2B and B2B2C business models, • Experience working in a global context, with an appreciation for navigating risks and challenges across diverse markets., • Experience with CRM systems like Microsoft Dynamics and integrating them with Marketo., • Ability to manage projects, timelines, and resources effectively, • Familiarity with other marketing technologies and tools., • An ability to analyze campaign performance with an emphasis on making data-driven decisions to improve overall strategy., • Experience facilitating and managing communication channels within the project, including meetings, workshops, email, and documentation., • Ability to work daily with engineering, communicate features and software architecture ideas, and apply QA best practices., • Interest and passion for all things digital, with a desire to continue to learn about new marketing automation technologies., • Understanding of financial products, investment strategies, and regulatory frameworks., • Experience with workflow software: (Visio), Jira, Aprimo, MS Teams, Slack, Confluence, MS Office, Google Analytics, Adobe, GA4. Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Credit Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Credit Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets. Credit Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Location: Newport Beach, CA • Ensuring investment objectives are reflected across portfolios in scope, • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team, • Coordinating with Portfolio Management on re-balancing of portfolios, • Utilizing proprietary risk systems for monitoring of portfolio exposures, • Assisting in account transitions and cash flow management, • Supporting Credit Desk including four Managing Director PMs, • Trade Flow order management, • Hi volume trading desk at the firm, • Multiple strategies across credit for the firm, • Responding to ad hoc requests from the Portfolio Management team, • Bachelor's degree from an accredited college/university with an emphasis in Economics, Business, Engineering or Mathematics or a related field, • 1-3 years equivalent work experience in the investment management or securities industry, • Deep understanding of fixed income including knowledge of most cash and derivative instruments, • Strong process-oriented background and organizational skills, • Exceptional communication skills are required to operate in a complex financial and mathematical environment, • Excel power user critical, • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast-paced and time-critical environment, • Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm, • A broad range of opportunities to collaborate with talented colleagues, • Learning environment focused on key buy-side portfolio risk and return principles, • Medical, dental, and vision coverage, • Life insurance and travel coverage, • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment, • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every da Treasury, Officer, Sales, Client Relations, Solutions Advisor, Sales Analyst, Business Services

Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the defense industry, Anduril is changing how military systems are designed, built and sold. Anduril's family of systems is powered by Lattice OS, an AI-powered operating system that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years. The Air Dominance and Strike Division is one of Anduril's fastest growing, most technically complex divisions. We develop and build collaborative combat aircraft, missiles, and the software that powers these autonomous weapons. We are looking for a Program Director to lead one of Anduril's largest development programs across various stages of the contract lifecycle from early R&D to contract capture and close. As a Program Director you will lead the development and integration of Anduril products and technologies alongside the Chief Engineer and will be directly responsible for all elements of cost and schedule to ensure successful delivery of the program. Success in this position hinges on three key facets: • Systems and engineering mindset - the ability to understand and assess technical concept. Identifying system dependencies, interfaces, technical risks and the impact of key architectural decisions with the engineering team., • Execution focused - digging into the details, charting the path and owning the outcome. You will be expected to utilize your technical aptitude in conjunction with your program management, and leadership skills to deliver the best outcome for Anduril and the customer., • In partnership with the Chief Engineer, own the development and deployment of Anduril's Air Dominance & Strike technologies to meet the operational needs of the Department of Defense, • Develop strong, trusting relationships with Anduril's DOD customers, ensuring we have tight feedback loops that enable us shape solutions, rapidly iterate, and ultimately field solutions faster, • Autonomously execute on broad and/or ambiguous requirements from internal engineering, customers, and third party corporate partners to own successful delivery of outcomes on multiple programs simultaneously, • Monitor and manage program progress across cost, schedule, and resource allocation, making tradeoffs that enable us to deliver best-in-class solutions to our customers on-time and on-budget, • Develop and implement lightweight processes, tools, and metrics for program planning, scope management, risk management, and customer communication to enable Anduril to move rapidly, • Be high ownership on all pieces of work and become a trusted partner and advisor to Anduril's engineers, • Foster a creative, high-performance culture within the team, and proactively assess team skills versus needs, identifying personnel development or recruitment opportunities to strengthen the team's capabilities, • Collaborate with finance and business development teams to develop novel pricing strategies for proposals that set Anduril up for long term financial and operational success, • Eligible to obtain and maintain an active U.S. Top Secret security clearance, • Bachelor's degree in Engineering, Business Administration, or a related field (technical background preferred), • Minimum of 8 years experience managing the development of complex technical systems throughout the product lifecycle, • Proven track record of successfully managing complex, multi-million-dollar projects and driving their on-time, on-budget completion, • Strong strategic thinking, analytical, and problem-solving abilities with the ability to move seamlessly between tactical and the 30,000 ft level, • Experience coordinating multiple internal and external teams within a complex engineering or technology-focused organization $182,000 - $309,000 USD The salary range for this role is an estimate based on a wide range of compensation factors, inclusive of base salary only. Actual salary offer may vary based on (but not limited to) work experience, education and/or training, critical skills, and/or business considerations. Highly competitive equity grants are included in the majority of full time offers; and are considered part of Anduril's total compensation package. Additionally, Anduril offers top-tier benefits for full-time employees, including: • Platinum Healthcare Benefits: For U.S. roles, we offer comprehensive medical, dental, and vision plans at little to no cost to you. For UK roles, Private Medical Insurance (PMI): Anduril will cover the full cost of the insurance premium for an employee and dependents. For AUS roles, Private health plan through Bupa: Coverage is fully subsidized by Anduril., • Basic Life/AD&D and long-term disability insurance 100% covered by Anduril, plus the option to purchase additional life insurance for you and your dependents., • Extremely generous company holiday calendar including a holiday hiatus in December, and highly competitive PTO plans., • 16 weeks of paid Caregiver & Wellness Leave to care for a family member, bond with your baby, or tend to your own medical condition., • Family Planning & Parenting Support: Fertility (eg, IVF, preservation), adoption, and gestational carrier coverage with additional benefits and resources to provide support from planning to parenting., • Mental Health Resources: We provide free mental health resources 24/7 including therapy, life coaching, and more. Additional work-life services, such as free legal and financial support, available to you as well., • A professional development stipend is available to all Andurilians., • Daily Meals and Provisions: For many of our offices this means breakfast, lunch and fully stocked micro-kitchens., • Company-funded commuter benefits available based on your region., • Relocation assistance (depending on role eligibility). Anduril is an equal-opportunity employer committed to creating a diverse and inclusive workplace. The Anduril team is made up of incredibly talented and unique individuals, who together are disrupting industry norms by creating new paths towards the future of defense technology. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. We actively encourage members of recognized minorities, women, Veterans, and those with disabilities to apply, and we work to create a welcoming and supportive environment for all applicants throughout the interview process. If you are someone passionate about working on problems that have a real-world impact, we'd love to hear from you! To view Anduril's candidate data privacy policy, please visit .

In National Branch as a Personal Advisor Team Lead, you will lead a team of Personal Advisors who work in a team based environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. They are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. As a successful Team Lead you will create a culture of excellence in an environment that meets the high expectations of our clients. You will have a passion for coaching Personal Advisors to develop deep client relationships, drive a high-performing collaborative team and deliver an exceptional employee and client experience. Champion and encourage your team's success and the goals of the firm, while building and fostering a culture of diversity and inclusion. Job Responsibilities: • Attract, retain and develop a team of Personal Advisors in a strategic hub, • Ensure talent and performance strategies are in place to coach, develop and promote Personal Advisors, including performing call monitoring reviews to ensure quality interactions, • Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital, • Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team, • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business, • Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy, • A valid and active Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment, • A valid and active Securities Industry Essential (SIE), • A valid and active Series 7, • A valid and active Series 66 (63/65), • Bachelor's degree preferred, • Current and Active Series 9/10, • At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams

The Senior Director will provide leadership to the project management service line for the designated, regional portfolio, including financial management, client relations, and project operations/execution. This role is directly accountable for managing and accomplishing all project requirements/objectives determined for the project by client. This role is responsible for the successful management of the design, planning and construction of projects by leading a team of multidisciplined project management professionals and third party partners. The Senior Director is a core member of the regional leadership team, accountable for leading and collaborating with service line peers in the pursuit of client solutions. This position actively works to establish and maintain Cushman & Wakefield's presence as a thought leader and first-class service provider. Essential Job Duties: • Regular interface with internal and external clients to ensure successful delivery of project management services, client goals and objectives are established and achieved, project action plans are implemented, anticipate/respond to all client needs, and generally act as a trusted advisor for comprehensive real estate work, • Act with fiduciary responsibility to client projects, including complete financial management of project: establish and manage project budgets, maintain monthly forecasts and cash flow analysis, prepare anticipated cost reports and any other reports as required by the client, • Maintain client relationships and manage escalated issues to conflict resolution, • Demonstrate competence in broad range of varied project types and operate in complex / non routine environment., • Active management of PDS staff, including adherence to company policy/procedures, staff development, performance management, and team motivation. Convey and ensure adoption of policies and practices to the team., • Responsibility for performance of staff and resources to ensure compliance with contractual requirements, all regulating entities and client expectations. Ensures deliverables are fulfilled including SLA and KPI requirements., • Develop and maintain network of best in class professionals both internal and external to the organization and execute strategic recruitment and retention plans to ensure best in class talent across the service line., • Oversee capital improvement programs with design and construction processes at multiple sites through dedicated, account-based resources., • Negotiate contracts with selected vendor(s) and manage performance of all contracted vendors, consultants, etc., • Identify and address areas of concern regarding potential liabilities and risk (fee, our reputation, errors and omissions, etc.) with Regional Director., • Provide an appropriate level of on-site supervision to ensure proper performance criteria are being met., • Bachelor's degree in Architecture, Engineering, Construction Management, Business Administration or related field. Master's degree preferred. Certification preferred., • Twelve or more years of related experience with 2 or more years of management experience required., • Ability to contribute to the strategic direction of the assigned department or assigned practice area., • Advanced project management skills with expertise in the project management business., • Expert in client relations, client management and consulting., • Excellent verbal and written communication skills., • Highly organized with strong analytical skills., • A proficient working knowledge of accounting and financial reporting, budgeting, scheduling and processes as they relate to corporate real estate, design and construction.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm A broad range of opportunities to collaborate with talented colleagues Learning environment focused on key buy-side portfolio risk and return principles Constructive feedback to foster career growth in addition to a formal annual review process Newport Beach, CA • Support Portfolio Managers on PIMCO's Global Desk in the capacity of an expert on all currency-related matters, • Assist in the tracking and monitoring of currency exposures in Global Portfolios and Overlay Strategies, • Provide operational support for firm-wide FX trading strategies, • Become an expert in all currency-related legal guidelines and take proper action daily to stay within the limits., • Attend PIMCO account opening, closing, and transition meetings as an advisor on proper currency management, • Perform Risk Management on a daily basis in regards to currency hedging and rebalances, • Become an expert in all G10 and EM conventions and mechanics from trade to settlement for spot, forward and OTC options, • Work with Technology to keep processes accurate and up-to-date, mitigate risk, and enhance applications as needed, • Respond to ad hoc requests from the Portfolio Management team, • Strong academic background in a technical field from a leading, accredited college or university, • Outstanding communication skills are required to operate in a complex financial environment, • Prior experience in Foreign Currency trade support or operations role/capacity preferred, • Excel "power user" - SQL, VBA, and Python skills are preferred, • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness, • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment, • Strong fixed income investment knowledge base, • FX experience is a plus, • Good understanding of Portfolio Risks and Macro Investment Models, • Programming skill is a plus, • Medical, dental, and vision coverage, • Life insurance and travel coverage, • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment, • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established relationships with customers, COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining market share and driving top decile overall client satisfaction. The Regional Manager is a critical member of the Southern California divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies. In addition, the Regional Manager will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Responsibilities: • Leads and executes business development plans to that business goals are achieved or exceeded., • Provides strategic input into business decisions as a trusted advisor., • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group., • Acts as a subject matter expert on relevant regulations and policies., • Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities., • Conducts independent analysis and assessment to resolve strategic issues., • Develops the business case by identifying needs, analysing potential options and assessing expected return on investment., • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution., • May network with industry contacts to gain competitive insights and best practices., • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards., • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives., • Manages the risk of the assigned complex portfolio in a timely and precise manner., • Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions., • Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position., • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution., • Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements., • Gathers data to advance sale process and completes all required documentation., • Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action., • Tracks implementation requests to keep the process on track with timelines., • Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback., • Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes., • Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs., • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met., • Maintains current client information on Bank system/files to ensure client history is accurate and complete., • Ensures accurate billing to clients., • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders., • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine., • Implements changes in response to shifting trends., • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards., • Demonstrated history of successful business development, including ability to network in external markets, • Demonstrated knowledge of relevant industry verticals and market's competitive environment, • Experience in contact negotiations with both clients and legal counsel, • Experience drafting responses to complex RFPs, • Experience with Sales Strategy and Sales referral process development, • Risk Management - In-depth, • Sales and Service Management In-depth, • Relationship Management - In-depth, • Change Leadership - Working, • Conflict Management & Resolution In-depth, • Resource Planning Working, • Business Acumen In-depth, • Financial and Working Capital Understanding In-depth, • Strategic Thinking Working, • Seasoned professional with a combination of education, experience and industry knowledge., • Verbal & written communication skills - In-depth / Expert., • Analytical and problem solving skills - In-depth / Expert., • Influence skills - In-depth / Expert., • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert., • Able to manage ambiguity. Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is seeking an account manager for the U.S. Financial Institutions Group (FIG), focused on insurance companies. The position will reside in the PIMCO FIG Account Management team of 25+ investment professionals and associates with specific focus supporting FIG Strategic Opportunities. This will be a dynamic role focused on initiatives to grow our private credit footprint with insurers through innovative structures and vehicles such as rated notes, separately managed accounts, IDFs, etc. This role may also support FIG initiatives in our public fixed income business. The primary responsibilities include but are not limited to: lead strategic projects to develop new business areas for our insurance clients; support new business development opportunities with insurance companies as a specialist; support client servicing efforts for specialized parts of our business; organize and direct firm resources (e.g., PMs, Product Specialists, Marketing Specialists, etc.) to deliver solutions and investment content in partnership with other account managers on the team. The successful candidate will have an understanding of the industry shifts taking place in the insurance asset management industry such as the convergence of insurance and asset management and growth in insurance company demand for private credit. Specific knowledge of risk-based capital regimes, particularly for life insurers, is a plus. Knowledge of private credit and fixed income will be critical for this person to interact across the firm on these initiatives. The candidate with have an entrepreneurial mindset and develop a sense for prioritization of opportunities based on client and market demands and broader PIMCO strategic direction. Additionally, as part of the FIG team, this individual will have a role interacting with clients and supporting business development initiatives. Key Relationships: • Senior Investment Professionals At Insurance Companies And Intermediaries, • PIMCO Investment Professionals Including Account Managers, Product Specialists, Portfolio Managers, And Account Associates, • Lead Strategic Projects To Develop New Business Areas For Our Insurance Clients, • Quarterback Firm Resources (E.g., PMs, Product Specialists, Servicing AMs) To Deliver Solutions And Investment Content, • Support New Business Development Opportunities With Insurance Companies As A Specialist, • Support Client Servicing Efforts For Parts Of Our Business That Required Specific Expertise (I.e., Rated Notes), • Contribute To Insurance Focused Thought Leadership (E.g., Articles) And Liaise With Industry Media Partners Which Are Leveraged In Broad Business Development And Marketing Efforts, • Strong Understanding Of Industry Themes (Business Trends, Regulatory, Corporate Finance) Across Insurance Segments (E.g., Life, Health, P&C, Reinsurance), • Proficiency Discussing Strategies And Respective Insurance Regulatory And Accounting Implications, • Strong Insurance Industry Contacts And Successful Track Record Building Business, • Thorough Understanding Of PIMCO Strategies (Alternatives, Core, Non-Core, Etc.), • Strong Interpersonal, Relationship Building, Public Speaking / Presentation And Written Communication Skills, • MBA Or Equivalent From A Top Program, • Other Advanced Certificate (E.g., CFA / CAIA, CPA, FSA, FRM), • Undergraduate Degree From A Top University And Strong Academic Record, • 5-10 Years Prior Experience With Insurance Industry Coverage And Knowledge, Such As Insurance Asset Management Distribution, Investment Banking And Investment Consulting, • Insurance And Bank Investment Regulatory Knowledge (E.g., NAIC Risk-Based Capital) And /Or Accounting Experience (E.g., GAAP And Statutory Accounting) Equal Employment Opportunity And Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender, age, military or veteran status, disability, any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants With Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Accelerate your career. Join the organization that's driving the world's technology and shape the future. Ingram Micro is a leading technology company for the global information technology ecosystem. With the ability to reach nearly 90% of the global population, we play a vital role in the worldwide IT sales channel, bringing products and services from technology manufacturers and cloud providers to business-to-business technology experts. Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro Xvantage set us apart. Come join our team where you'll make technology happen in surprising ways. Let's shape tomorrow - it'll be a fun journey! Ingram Micro is seeking a results-driven sourcing leader to manage and optimize global spend across key Marketing and Professional Services categories, including events and experiential marketing, creative and agency services, digital marketing, public relations and communications, legal and financial services, management and strategy consulting, human resources, talent acquisition, insurance services, audit, risk and compliance. This role is instrumental in our ongoing global sourcing transformation and reports directly into the Vice President of Sourcing within the Operations organization, positioning it at the center of strategic execution. Ingram Micro's Global Sourcing organization is in the midst of a dynamic transformationenhancing its strategic influence, expanding capabilities, and driving greater value across indirect spend categories. Now reporting into the Operations function, Global Sourcing is positioned at the core of enterprise decision-making, supported by an engaged and forward-looking leadership team. As Director of Strategic Sourcing, you will lead high-impact initiatives across key global categories, delivering measurable value through cost optimization, enhanced supplier performance, and alignment with our supplier diversity and sustainability goals. This role requires a strategic thinker who can partner with senior stakeholders to translate business needs into sourcing strategies that elevate outcomes across the organization. Category Ownership & Strategy • Lead development and execution of multi-year global category strategies., • Align sourcing initiatives with business priorities to deliver value beyond cost., • Drive sourcing initiatives using RFPs, should-cost modeling, and benchmarking., • Negotiate best-in-class agreements on cost, SLAs, and commercial terms., • Build high-impact supplier relationships to improve service, quality, and innovation., • Monitor supplier performance through KPIs, SLAs, and scorecards., • Ensure sourcing compliance and policy alignment with corporate standards., • Mitigate supply risk and manage cost inflation using strategic sourcing levers., • Navigate and influence in a global, matrixed environment., • Drive cross-functional collaboration and lead change initiatives in sourcing processes and tools., • Bachelor's degree required; MBA preferred., • Lean/Six Sigma certification is a plus., • 8+ years of strategic sourcing experience, with 5+ years in a leadership role., • Demonstrated success in marketing/professional services sourcing and spend management., • Deep experience in vendor negotiations, TCO modeling, and contract management., • Proven ability to engage stakeholders, lead change, and deliver business impact., • Excellent analytical, communication, and presentation skills. At Ingram Micro certain roles are eligible for additional rewards, including merit increases, annual bonus or sales incentives and long-term incentives. These awards are allocated based on position level and individual performance. U.S.-based employees have access to healthcare benefits, paid time off, parental leave, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, and wellbeing benefits, among others. This is not a complete listing of the job duties. It's a representation of the things you will be doing, and you may not perform all these duties. Please be prepared to pass a drug test and successfully pass a pre-employment (post offer) background check. Ingram Micro Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected category under applicable law.

At Brighton Jones, we're not just looking for high performerswe're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives. This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our valuesCommitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Communitydrive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally. Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP and a passion for helping clients. We're currently looking to expand to Newport Beach. Here's where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we're ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan", • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service., • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER (CFP) designation, • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position., • Annual Compensation: $150,000 - $200,000 base per year DOE + a variable component based on new business market growth. Lead Advisors are also offered the opportunity for ownership. At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues. Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunitiesincluding a path to ownership for every teammate. In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. What to Expect in the Hiring Process 1. Values in Action Self-Assessment - At Brighton Jones we don't just talk about our values, we live by them! We've operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action., 2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company., 3. Role Alignment - Next you'll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences., 4. Full Loop - You'll meet the team in two, back-to-back interviews with team members you're likely to work with. During these conversations, we'll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position., 5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing., 6. What's Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we'll let you know our decision as quickly as we can. If this role isn't a good fit, we invite you to stay connected and apply again. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job DescriptionTitle: Administrative Assistant/Payroll Processor Location: Orange, California (FT-Onsite) Company: Talley LLP About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services Key Responsibilities Client Service & Office Administration • Serve as a welcoming and responsive point of contact for clients and staff, managing calls, emails, and client document portals., • Prepare and organize client materials, deliverables, and meeting packets with precision and timeliness., • Maintain organized and presentable office spaces, ensuring supplies and shared areas are ready for daily operations., • Assist with scheduling, meeting logistics, and internal events.Administrative Workflow, • Process and distribute mail (receiving/sending), scan and upload documents, and maintain consistent digital organization standards., • Enter and update client and internal data accurately across systems., • Support cross-departmental projects and process improvements that enhance efficiency and client service., • Support special projects and process improvements across departments.Payroll & HR Support, • Be a point person in answering and elevating staff inquiries as required., • Manage employee information in Paycom, ensuring accuracy in job details, tax settings, and benefits enrollment while maintaining confidentiality., • Process bi-weekly payroll, including reconciliation of hours, deductions, PTO, and adjustments., • Maintain compliance with I-9 documentation, employment verifications, and record retention., • Generate payroll reports and analyses using Excel or similar tools, supporting HR and Finance with reconciliations and audits.Team Collaboration & Initiative, • Provide general administrative support to HR, Tax, and Operations teams., • Assist with new hire onboarding and first-day activities, coordinating with IT and Facilities., • Identify opportunities to improve processes and communication across departments.Qualifications, • High school diploma required; some college or associate degree preferred., • 1–2 years of administrative or payroll-related experience, ideally in a professional services environment., • Proficiency in Microsoft Office (especially Excel, Outlook, and Word) and comfort using cloud-based tools and new platforms., • Strong attention to detail and ability to manage multiple priorities with accuracy., • Excellent written and verbal communication skills with a professional demeanor., • Demonstrated reliability, adaptability, and ability to work both independently and collaboratively., • Discretion in handling sensitive and confidential information., • Positive, team-oriented attitude and willingness to assist with a variety of tasks.Success FactorsA successful team member in this role will:, • Take initiative to anticipate needs, follow through without prompting, and proactively support others., • Demonstrate consistent professionalism, communication, and attention to detail in all interactions., • Balance independence and teamwork, contributing to collective goals while managing individual responsibilities effectively., • Leverage technical skills, especially in spreadsheets and digital document systems, to maintain accuracy and efficiency., • Adapt quickly to changing priorities and maintain a calm, solutions-focused approach.Work Environment, • Location: On-site in Orange County, CA (no remote or hybrid option)., • Schedule: Monday–Friday, standard business hours., • Travel: Limited local travel may be required. Powered by JazzHR 0WYqwgkBnk

Job DescriptionAbout the Firm Talley, LLP, and its affiliated entities, Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”) and Talley Client Accounting Services, LLC (“TCAS” fka Group 11) (collectively “Talley”) is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses and their owners. Talley looks to serve clients as business partners and not merely as providers of traditional accounting or tax services. Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their client’s Most Trusted Advisor (“MTA”), providing global solutions to the challenges and opportunities facing Talley’s clients and their business. Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur: • Assurance and assurance services, including traditional financial reporting, • Tax compliance, • Tax planning and proactive advice, • Business consulting, • Estate planning, business planning, M&A and tax law services delivered through TLG, • Outsource accounting, controller and CFO services, delivered through TCAS, • Mergers & acquisition, growth through acquisition and operational consulting delivered through TCGWorking in an entrepreneurial environment is not for the faint of heart. In order to serve clients at the highest level, Talley expects its professionals to be committed to the highest quality of advice and service. It is a culture of accountability and results. Talley is a boutique firm of over 50 US based team members and 20-30 offshore and outsourced team members. Talley’s office is located in Orange, CA. Talley has grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. Talley embraces a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals. Position Summary Talley seeks motivated Tax/Audit Interns who bring curiosity, a positive attitude, and critical thinking to a fast-paced, entrepreneurial environment. We welcome well-rounded candidates eager to grow into future leaders of the firm. Program Structure & Commitment • Duration: 8-week, in-person only program (June–July), • Rotation: 4 weeks in Tax and 4 weeks in Audit , providing broad technical exposure, • Schedule: 20 hours/week on Tuesdays, Wednesdays, and Thursdays, • Junior/Senior standing; graduating between May–Summer preferred, • Pursuing Bachelor’s in Accounting; minimum 3.0 major GPA, • Completed Intermediate Accounting course by start of internship preferred, • Capable and willing to learn more about the firm and profession, • Ability to work independently and in a team while managing multiple tasks, • Strong verbal/technical written communication and teamwork skills, • Relevant work experience a plus but not required, • Hands-on client work in both Tax and Audit, • Entrepreneurial environment with meaningful contributions, • Deeper insight into the world of public accounting across multiple disciplines, • Pathway to join the Talley team post-internship Talley, LLP and its affiliated entities (Talley Law Group, Talley Capital Group, and Talley Client Accounting Services) provide full-service financial, tax, legal, and consulting solutions tailored to entrepreneurially driven businesses and high-net-worth individuals. Founded in 1989, Talley has grown into a leading boutique firm with over 50 U.S.-based team members, serving clients with a culture of accountability, results, and trusted advisory. Apply Submit resumes online at Powered by JazzHR gZKhgGx7WC

Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. Our advisor-led wealth management businesses provide financial planning, investment man

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insura

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. What if you could build a career where ambition meets innovation? At LP

Job Description Title: Tax & Estate Attorney Company: Talley Law Group – Remote (Orange County, CA Preferred) Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services Position Overview We are hiring a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in advanced estate, income tax, and trust administration matters. This full-time position has opened due to growth within the department and offers exceptional opportunities for professional development and long-term career advancement. • Position: Tax & Estate Attorney, • Status: Full-Time, Direct Hire, • Billable Hours: 1,500–1,600 annually, • Location: Remote (Orange County preferred; one in-office day per month required), • Compensation: $170,000 – $190,000 base (DOE) + Merit-Based Bonus Program Key Responsibilities The Tax & Estate Attorney will handle a sophisticated mix of estate and tax planning matters, including: • Advising on advanced estate, gift, and income tax planning strategies, • Drafting and structuring revocable living trusts, irrevocable gift trusts, and related estate planning documents, • Managing trust administration matters for high-net-worth clients, • Conducting legal research and preparing technical memoranda on tax and estate issues Required Qualifications (Must-Haves) • Juris Doctor (JD) from an accredited law school, • California Bar admission required, • 5 + years of experience in estate planning, tax planning, and trust administration, • Demonstrated ability to work on advanced estate and income tax planning matters, • Experience drafting and structuring a wide range of trust vehicles, • Strong written and verbal communication skills; confidence interacting with high-net-worth clients, • High attention to detail and ability to manage multiple complex matters simultaneously Preferred Qualifications (Nice-to-Haves) • LL.M. in Taxation or Estate Planning (highly preferred), • Strong background in tax law and/or prior experience in a tax-focused legal practice, • Experience in a law firm environment serving high-net-worth individuals and privately held businesses, • Experience creating LLC’s Work Arrangement • Remote role, with preference for candidates based in Orange County, California, • One in-office day per month in Orange, CA, • No travel required Compensation & Benefits • Base salary: $170,000 – $190,000, depending on years of experience and qualifications, • Merit-based bonus program, • Comprehensive benefits package, including:, • Medical, dental, and vision insurance, • 401(k) with employer participation Zhv8EkEZRQ

Job DescriptionSalary: $50,000-$70,000 Based on Experience Job Summary: The primary responsibility of this position is to recruit, conduct phone work, set appointments, interview prospective students, enroll, and retain students for the school through direct lead call backs and on site interviews/tours. It is imperative to be able to motivate and guide the students toward the future goal of a career within a nursing program. The admissions Advisor will work under the direction of the Regional Director of Enrollment Management. Essential Job Duties Responsibilities: Maintain compliance with all State, Accreditation, and Department of Education Standards. Assist in the development and implementation of an effective marketing plan. Meet or exceed all enrollment goals that have been set by the Director. Conduct interviews and campus tours of school campus. Address any issues or concerns raised by students or parents of students regarding cost, financing, class starts, curriculum, tutoring, campus safety, testing procedures or cancellation policy. Assist prospective students through the admissions process from the initial call, to the signing of the enrollment agreement, and their first week of classes. Establish and maintain communications with local area public and private schools and outside agencies to develop a lead source of potential students. Provide information to prospective students concerning the program of study, policies of the school, and general expectations for satisfactory performance. Maintain contact with current students and graduates to promote student referrals and to develop potential leads. Conduct follow-up calls to ensure students start and graduate. Effectively and accurately communicate school policies, processes, and procedures relating to the various student support services including part-time and graduate employment, financial aid, housing, etc. Maintain records of calls made, calls received, and issues/concerns addressed. Maintain all applications and student enrollments in the student database system. Maintain student database with all lead inquiry updates and student progress Participate in career days, college events, marketing events, and educational seminars to provide the public with information regarding the schools programs Assist with the preparation of complete admissions records and student files. Arrange interviews with prospective students. Assist with all or any administrative duties as set forth by the Director. Submit all reports in a complete, accurate and timely manner. Participate in all school-scheduled seminars, graduation ceremonies, and outside functions Assist with special projects and company functions. Work all marketing leads through outbound phone work. Staff: Effectively communicate job responsibilities, performance expectations, school standards, and company policies. Foster teamwork within the organization. Partner with Campus Directors to conduct monthly and yearly performance evaluations and goal setting for enrollment advisor development. Ensure adequate coverage, acting as coverage when needed. Regulatory: Ensure campus compliance of regulatory standards, enrollment policies, and procedures. Oversee the adherence and implementation of regulatory policies and procedures as they pertain to enrollment. Required Knowledge and Skills Minimum of two years student or client services experience. The ability to communicate effectively is essential; both oral and written skills are imperative. Good proficiency technical skills required (i.e. word, excel, power point, web browser, documents/files, etc.). Good organizational skills Ability to write and deliver presentations. Must be willing to accommodate flexible hours. Willing to represent the school honestly and ethically Perform all duties in the mutual best interest of the school and its students. Education Bachelor Degree Professional Conduct Demonstrates behaviors that promote, enhance and encourage collaborative relationships with collegiate members (co-workers, students, administration, ancillary departments) Demonstrates respect for the rights and needs of a diverse student population and demonstrate respect for staff, colleagues and the teaching profession Consistently projects a positive, professional image through appearance and behavior Responds promptly to students/customers requests and/or anticipated needs Report to work wearing appropriate college ID badge with photo and name clearly displayed Reports to work on time and as scheduled, adheres to scheduled time frames (theory and clinical) Working Conditions Work is normally performed in a typical interior/office work environment May require long periods of standing No or very limited physical effort is required No or very limited exposure to physical risk Ability to travel > 25 miles Must alternate hours of work with the other Admissions Advisors Daily hours will either be 9am-6pm or 11am-8pm to include Saturdays 9am-2pm Hours must remain flexible Some additional evenings or Saturdays may be required for Open Houses, Orientations and/or Graduations Mandatory weekly Staff/Operational meetings Position Description Acknowledgment I understand that my employment is on an at-will basis and that all job requirements listed in the attached job description indicate the minimum level of knowledge, skills and/or ability needed to perform the job. I certify that I have had an opportunity to review the job description which lists my job responsibilities and the criteria by which my performance will be evaluated. The job description is not an exhaustive statement of duties, responsibilities or requirements. I will be required to perform other job related instructions given by my supervisor, subject to reasonable accommodations. I have been provided an opportunity to ask questions and have them answered.

Job Description A fast-growing professional services firm seeks a Human Resources Manager to join their dynamic team. This role will be responsible for leading the day-to-day people function of a local practice office, providing subject matter expertise, while developing and executing Human Capital & Talent strategies inclusive of engagement strategies, optimized performance, and professional development. Responsibilities • Serving as a trusted advisor to office leadership and colleagues, providing advice and guidance across all human capital topics, inclusive of employee relations and policy adherence, • Championing colleague well-being and enabling a work environment that is equitable and offers fair treatment, transparency, inclusiveness, personal accountability, trust, and mutual respect, • In collaboration with office leadership, driving initiatives to enhance organizational effectiveness, including talent development and acquisition, resource management, and colleague training programs, • Utilizing data-driven insights to optimize human capital & talent strategies, and leveraging market intelligence to make informed business decisions, • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that the firm retains. Qualifications • Possess excellent communication, interpersonal, and strategic thinking skills, • Exhibit the ability to use HRIS and data to identify insights that drive action, • Demonstrate excellent leadership skills and the ability to cultivate relationships across teams at all organizational levels, • A Bachelor's degree or equivalent in human resources, business administration, or a related field; with a Master's degree, preferably, • A minimum of seven (7) years of progressive Human Resources leadership and management experience, and familiarity with CA labor laws, • Proven experience as a Human Resources (HR) Business Partner or similar leadership HR role Many of our job openings can be viewed at

Job Description WHO WE ARE: Revive is a venture-backed proptech company built on the belief that the future starts at home. We exist to unlock the potential inside every property and every homeowner, because renovations are a gateway to a better life. When people are proud of where they live, they stand stronger, move with confidence, and build real wealth. We're a fast-moving, mission-driven team reshaping what's possible in real estate. If you want to build meaningful work, operate with tenacity, and help drive a category-defining company forward, Revive is where you'll do the best work of your career. At Revive, we're redefining how people build wealth through real estate. We help homeowners unlock hidden equity through smart renovations, and we're scaling fast.As a Property Advisor, you own the client relationship from first conversation to project completion. You are the strategic partner, financial guide, and trusted advisor who helps homeowners make confident, wealth-building decisions. This isn't a support role; it's leadership in motion.Why This Role ExistsEvery homeowner deserves clarity, confidence, and control over their biggest asset. Most don't have it until they meet you.Demand for Revive's programs is accelerating. Homeowners and agents come to us looking for trusted expertise: someone who can assess a property, design the right path, and guide them from consultation through completion.This role exists because Revive's growth depends on exceptional client experience and strategic execution. Property Advisors run their own book of business, managing active pipelines, shaping client strategy, and driving revenue through trust, clarity, and execution.What You'll Do • Lead the full client journey from consultation to completed project with full ownership of outcomes., • Assess homeowner goals and financial position to identify the best Revive program fit., • Design and present property strategies including scopes, budgets, timelines, and expected ROI., • Collaborate cross-functionally with construction, design, and finance teams to execute projects seamlessly., • Negotiate, problem-solve, and influence decisions to align homeowner goals with profitable outcomes., • Manage and grow your book of business using HubSpot CRM with precision and accountability., • Refine the client experience by elevating communication, presentation, and process for consistent excellence., • Own your market performance; revenue, conversion rates, and client satisfaction define success.Who You Are, • You think like an owner: accountable, proactive, and results-driven., • You thrive in autonomy, taking full responsibility for your clients and outcomes., • You're confident leading high-stakes financial conversations with empathy and authority., • You communicate with clarity, anticipate needs, and build lasting trust., • You're strategic, balancing numbers, timelines, and relationships., • You care about execution as much as vision.Requirements, • 3–5+ years of consultative sales, client advisory, or real estate experience., • Proven success managing a book of business or high-value client portfolio., • Strong business acumen and comfort with financial analysis, ROI, and project scope., • Excellent communication, negotiation, and presentation skills., • CRM proficiency (HubSpot preferred).

Job Description Are you a leader who has the following traits? • Competitive, • Business-minded, • Coachable, • Strong communicator, • Self-disciplined, • Authentic If you answered yes, you may be a great fit for a career that allows you to make a lasting impact — one where you help families plan, protect, and prosper. At New York Life, you're in control of your career path. Backed by a Fortune 100 company and a leader in the financial services industry, you'll receive world-class training, mentorship, and hands-on support from day one. What we’re looking for... We’re seeking individuals who want to make a meaningful, long-term impact on the financial well-being of individuals, families, and small businesses. This is not just a sales role — it's a career of purpose and service. You’ll help clients navigate important life decisions, from saving for college to planning for retirement. As a New York Life agent, your guidance can leave a lasting legacy — and you’ll grow personally and professionally alongside the clients. What we offer... Training and development You’ll receive comprehensive training that combines an industry-leading learning platform, personalized coaching, and the opportunity to earn respected industry designations. During your first two full-time contract years, you may also qualify for financial subsidies to support your early career development. Top-performing agents are rewarded with incentives, recognition, and professional development trips. Digital tools New York Life equips you with the modern tools you need to grow your career, including expert support and a full suite of digital prospecting, sales, and marketing tools. From web to social media to email campaigns, you’ll have the resources to stay connected and relevant. Products and solutions With New York Life and its subsidiaries, you’ll offer a wide range of trusted products — including life insurance, annuities, long-term care, and disability income insurance. If licensed through NYLIFE Securities LLC (member FINRA/SIPC), you can also provide mutual funds and investment products. Agents may choose to further specialize by becoming a Financial Advisor through Eagle Strategies LLC, our investment advisory arm, allowing you to offer comprehensive wealth management, estate planning, and business solutions. Human guidance When you join New York Life, you become part of a strong community of professionals. You’ll have access to peer mentorship, study groups, and an office culture that supports learning and collaboration. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2024, the average income of our agents under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals, please follow this link income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards Accolades... We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aa1 Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of the training we offer. • Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide to clients. • 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Participate fully in all scheduled training sessions, • Leverage digital tools and platforms efficiently, • Pursue ongoing learning and professional development, • Strive to consistently achieve and surpass production targetsQualifications:, • Integrity, • Strong work ethic, • Professional demeanor, • Persuasive and confident, • Resilience, • Goal-oriented, • Coachability, • Natural relationship builder, • Business mindsetAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Job DescriptionDescriptionWe are seeking a proactive and client-facing Tax Pro to engage directly with our clients on tax planning for strategic wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key aspect of this role is acting as the primary point of contact for all clients in the Tax Advisory team. The position will work with other members of the Tax Advisory team, under the direction and supervision of the Senior Tax Strategist. Minimum Qualifications • 3-5 years of experience in tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses, • Bachelor’s degree in Accounting, Finance or a related field, • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred, • Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CRM platforms, CS Planner, UltraTax, etc.), • Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects, • Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences, • Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies, • Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda, • Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections, • Respond to client communications thoroughly and timely using dedicated channels, • Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines, • Draft and update deliverable documentation for client reference and review, • Develop systems and processes for enhancing client experience Skills, Knowledge and Expertise • Proven ability to build and maintain trust-based relationships with clients, managing expectations and fostering loyalty, • Superior ability to manage complex engagements, organize client documentation, track milestones, and ensure company-wide deadlines are met on assigned projects, • Demonstrated skill in working collaboratively with internal teams and external stakeholders, • Exceptional public speaking and written communication skills; ability to convey confidence and clarity when advising clients, • Superior analytical skills required to interpret complex fact patterns and provide actionable recommendations, • Proven ability to handle high-net work individual and business financial data with the utmost confidentiality and integrity, • Self-motivated and capable of independently driving client engagements forward Benefits • Remote work, • Medical, dental, vision, life, and voluntary life insurance, • 401(k) with company match, • Paid vacation and sick days, • Paid holidays, • Continuing education, • Teambuilding events

Job Description WHY JOIN TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. ABOUT THE ROLE: As an Inbound Sales Representative, you will play a pivotal role in helping clients resolve their tax issues. You will act as a trusted advisor, conducting discovery calls, analyzing financial and tax information, and enrolling clients into resolution programs. You'll work exclusively with warm inbound leads — no cold calling required — and have the backing of a robust support team that ensures you have the tools and resources to succeed. The ideal candidate thrives in a consultative sales environment, excels at building relationships, and is motivated to drive results. HOW YOU'LL BE REWARDED Unlimited Earnings Potential! Your pay is directly related to your selling ability. With no commission cap, highly motivated candidates with strong determination, desire, and selling skills have the potential to earn up to $240,000 annually. Your success is in your hands! • Base pay: $17.00 per hour (full-time, 40 hours per week) Client Consultation: Engage with warm, inbound leads only—no cold calls. Conduct thorough discovery calls to understand how clients' tax issues began, identify their financial circumstances, and uncover their goals. Use active listening to gather critical details about their situation. Program Evaluation: Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs. Sales Cycle Management: Take ownership of the sales process from start to finish, including responding to inbound inquiries and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient. Empathy and Advocacy: Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward. CRM Documentation: Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration. Performance-Driven Results: Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance. The job includes other duties and responsibilities assigned by management WHAT YOU'LL NEED TO HAVE: • Highly motivated with a positive attitude and excellent people skills, • Strong interpersonal and relationship-building skills with a client-first mindset, • Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients, • Working knowledge of and expertise with customer information systems and computer software, preferably Google Mail and Calendar and Salesforce, • High level of empathy and emotional intelligence to handle sensitive client situations, • Time management – multitasker, able to prioritize and follow up with clients in a timely manner, • Ability to work in a fast-paced environment, adapt to changing priorities, and maintain professionalism WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Job DescriptionAudit & Assurance Partner Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services, • Lead the Audit & Assurance practice, including financial reporting, attestation, and advisory engagements., • Develop and execute a growth strategy to expand the practice to $5–7M+ in annual revenue within 3–5 years through new client acquisition, cross-selling, and thought leadership., • Provide strategic oversight and guidance to ensure effective collaboration across departments, fostering seamless integration of the Audit & Assurance function with Tax, CAS, Consulting, and Legal service lines., • Oversee and contribute to firmwide leadership initiatives by guiding budgeting, strategic planning, and partner-level discussions to ensure alignment with long-term growth objectives., • Represent Talley in the Orange County business community and relevant professional associations.Client Advisory & Relationship Management, • Serve as the engagement partner on audits, reviews, compilations, and special projects., • Provide technical guidance on complex accounting and reporting matters (ASC 606, ASC 842, etc.)., • Advise privately held companies, family offices, and high-growth entrepreneurial clients., • Provide strategic direction to expand value-added advisory services, including internal controls, valuations, M&A due diligence, and process improvement consulting that deepens client relationships and accelerate firm growth., • Leverage the full Talley ecosystem to meet client needs including Audit, Tax, Legal, and Consulting.Operational Excellence, • Provide strategic oversight of engagement planning, risk assessment, and quality control processes to ensure compliance with professional standards and alignment with firm objectives., • Provide strategic oversight to ensure optimal resource allocation and workflow efficiency through the effective use of technology and AI-driven tools., • Provide leadership and guidance in the firm’s adoption of AI-driven audit tools, analytics, and automation to enhance efficiency and service quality., • Oversee participation in peer reviews, quality assurance initiatives, and firm governance activities to uphold professional standards and continuous improvement.Team Development, • Provide strategic leadership mentoring and developing the next generation of Audit & Assurance leaders, fostering a culture of excellence and continuous growth., • Oversee the delivery of structured feedback, professional development initiatives, and leadership training to cultivate a high-performing Audit & Assurance team., • Active CPA (California) required., • 15+ years of progressive public accounting experience with 5+ years at the Partner or Director level., • Provide leadership and oversight in managing and expanding a high-performing audit practice, driving client growth, profitability, and long-term firm value., • Demonstrate the ability to attract, advise, and retain privately held business clients through exceptional service, trust-based relationships, and value-driven advisory solutions., • Exhibit an entrepreneurial mindset focused on expanding the firm’s client base, driving practice growth, and building long-term equity value., • Provide firmwide leadership in the application and interpretation of GAAP, GAAS, and related assurance standards to ensure technical excellence and compliance across all engagements., • Demonstrate exceptional leadership, communication, and relationship management skills to inspire teams, strengthen client partnerships, and advance firm objectives., • Familiarity with CCH Engagement, Knowledge Coach, and AI-enabled tools preferred., • Integrated advisory model connecting tax, legal, consulting, and wealth management under one roof., • Hybrid work flexibility with headquarters in Orange, CA., • Collaborative culture—partner group values transparency, integrity, and innovation., • Entrepreneurial environment where you can shape your practice, influence firm direction, and share in long-term growth. xC1SNsLYJB

Job Description Come work with us!! We want you to join our team, why you ask? Well, we are one of the top places to work in Orange County. That’s right, Optimum has been recognized as one of OC Top Places to Work for the past 5 years. We offer competitive salaries, encourage work life balance and a strong support staff for our fantastic team of Community Managers. WHO WE ARE Our company strives for excellence, we are passionate about providing our customers with the highest quality of service, we work as a team, care for one another, and are honest and ethical. Our people are our greatest asset and therefore, we understand and strive to provide a good work life balance for all our employees. These core values not only characterize what we look for in our employees, they also guide us as an organization. We welcome and encourage creative individuals with innovative ideas who possess the same passion in what we do. We strive to create an environment that is respectful, diverse and excitingly fast-paced. OUR COMMITMENT Our focus is to elevate industry service standards following our 26-year service vision. Our vision serves as the framework for our roadmap and guides every aspect of our business by describing what we need to accomplish in order to continue achieving sustainable, quality growth. We are committed to enhancing our leadership and industry expertise to become the premier choice in community management. We are known to provide the best Community Manager support in the industry! We are looking for an Experienced Community Manager that understands the benefits of a team culture and works with support staff to exceed the expectations of our clients and vendors. Our priority is ensuring quality service and striving to be better than our competitors. HOW WE INVEST IN YOU We offer a competitive salary along with medical, dental, life insurance, 401K match, mileage reimbursement, paid vacation, paid sick leave and paid holidays. We compensate you for effectively managing six or more associations, along with a portion of all Management extras. We provide a work life balance by providing flex time and a generous amount of paid time off. We are proud of our on-going training program, paid CAI classes, certification opportunities and professional growth. These are just a few ways we invest in YOU! RESPONSIBILITIES • Manage a portfolio of community associations, attends monthly board meetings, acts as an advisor to the Board of Directors, homeowners and vendors, • Work off of an annual calendar, solicit proposals, review proposals/contracts, prepare bid comparisons, review and approve all payables and review monthly and annual financial statements, • Check in with supervisor daily to advise of any issues or concerns, • Manage deadlines and responsible for client retention, • Provide support in the areas of administration, annual meeting preparation, audit & Tax Filing and budget coordinator., • Minimum of 3 years HOA experience, • CMCA, CCAM, or PCAM Certification Preferred, • High ethical standards, motivated and flexible, • Ability to work in a fast paced environment, work well under pressure and adhere to deadlines, • 4 year college degree preferred but not required, • Customer service driven, must be able to deal with all types of personalities, • Excellent communication skills, • Multitask, prioritize and adhere to deadlines, • Critical thinking & problem solving skills, • Strong organizational and time management skills, • Proficient in Microsoft Office

Job Description Title: Senior/Tax Attorney - Research Company: Talley Law Group (Orange, Ca.) Schedule: Hybrid (Needs to be able to come to Wednesday meetings) Employment Status: Direct Hire FTE Opportunity About the Firm Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client’s Most Trusted Advisor (MTA) by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them. Position Summary The Senior Tax Attorney will serve as the firm’s primary resource for advanced tax research, technical analysis, and written tax guidance. This role is ideal for an attorney who excels in deep statutory and regulatory interpretation, complex issue spotting, and producing research-based recommendations that support internal attorneys, CPAs, and firm leadership. You will focus on • Conducting in-depth tax research across corporate, partnership, individual, and international tax matters., • Preparing authoritative technical memoranda and internal guidance., • Identifying emerging tax issues and interpreting new legislation and IRS guidance., • Supporting complex planning initiatives through precise, research-driven analysis., • Developing and maintaining internal tax research guides, issue summaries, and reference materials to support firmwide technical consistency., • Support the Tax and Legal Departments by validating complex tax positions through thorough analysis of statutes, regulations, case law, IRS guidance, and treatises., • Enhance the firm’s planning initiatives by performing comparative research on alternative structures and identifying risks, limitations, and opportunities., • Maintain awareness of federal and state legislative developments, providing timely briefings to attorneys and tax leadership on changes that may affect client strategies. Essential Functions of the Position Technical Skills • Conduct comprehensive tax research and prepare well-reasoned technical memoranda for internal use., • Interpret statutes, regulations, case law, revenue rulings, IRS guidance, and international tax rules., • Leverage research technologies, including AI-assisted tools (e.g., Bloomberg, LexisNexis, Checkpoint, Blue J and GPT-based tools), with the ability to evaluate accuracy and relevance., • Review complex individual, entity, and cross-border tax filings to identify technical issues and planning considerations., • Closely held businesses and entity structuring., • Joint ventures and strategic business arrangements., • Business reorganizations and restructuring., • Partnership tax, corporate tax, and international tax matters., • Serve as a technical resource to attorneys, tax managers, and consulting personnel., • Provide research-driven insights during internal strategy meetings and select client discussions., • Participate in client meetings as needed to provide technical tax insights., • Communicate complex tax concepts clearly in writing and verbally., • Develop and maintain a personalized Balanced Scorecard (“BSC”) that outlines the strategic steps required to achieve both personal and professional growth objectives in alignment with firm goals., • Provide high-quality technical on-the-job training to tax preparers, staff, and outsourced service providers, ensuring consistent development of skills and adherence to best practices., • Actively participate in departmental initiatives, contributing to presentations, knowledge-sharing sessions, and team-based activities that support the success of the department and the firm., • Maintain required CPE/CLE. Key Deliverables The primary objective of the Tax Advisory and Research Consultant is to operate as a highly skilled technical tax professional who plays a strategic role within both the Tax and Legal departments, as well as firm leadership. This individual will contribute meaningfully to the firm’s growth, operational excellence, technical quality and overall business objectives by providing sophisticated tax insights, high-quality research, and forward-thinking advisory support. To achieve this, the key deliverables include, but are not limited to: • Quickly develop a thorough understanding of the Tax and Legal Department’s policies, processes, and workflows by meeting with operations managers and designated attorneys, reviewing firm documentation, and preparing sample memos and agreements. Gain familiarity with the firm’s culture through meetings with partners and management, and actively participate in weekly tax department and communication meetings., • Review and understand the department’s Balanced Scorecards (BSCs) and, with guidance from the Legal Director or their direct supervisor, develop a personalized BSC aligned with departmental goals., • Within 45 days, develop a solid understanding of the Tax and Legal Departments’ core practices; demonstrate competence in reviewing assigned returns and completing tax research for active client projects; and operate effectively within the firm’s time and billing, project management, workflow, and tax/legal software systems. Additionally, finalize your personal BSC and complete an initial review meeting with your direct supervisor., • Demonstrate active progress on the Balanced Scorecard (BSC)., • Show a clear understanding of the firm’s processes and procedures., • Attend, participate in, and contribute meaningfully to client meetings in the MTA capacity., • Manage a client list appropriate to your experience level., • Exhibit effective time management skills., • Successfully complete the onboarding process., • Manage projects within agreed-upon budgets., • Maintain steady, measurable progress on the Balanced Scorecard (BSC)., • Actively participate in training and mentoring, with identifiable contributions noted by the Tax Manager, CSM, and Attorney., • Demonstrate strong technical research and documentation skills and the ability to review increasingly complex tax returns with confidence., • Successfully implement the Balanced Scorecard (BSC) and develop a second-year BSC., • Minimum 5+ years of tax technical experience in a CPA firm or law firm., • Strong background in tax research, analysis, and review of complex returns., • Advanced proficiency with AI-supported legal/tax research tools., • Excellent analytical writing skills and ability to distill complex issues., • Ability to manage multiple research projects and meet deadlines. It is anticipated that only infrequent travel will be required. Compensation Compensation is at or above market value, depending on skills and experience. Powered by JazzHR 3i95VchKap

Job DescriptionSalary: $120,000/year DOE Finance and Accounting Manager We are seeking a dynamic and experienced Finance and Accounting Manager to lead our financial operations, ensuring accuracy, compliance, and strategic alignment with organizational goals. In this pivotal role, you will oversee the accounting department, manage financial reporting, budgeting, and forecasting, while providing actionable insights to senior leadership. The ideal candidate is a proactive leader with a strong background in financial strategy, regulatory compliance, and team management, capable of driving efficiency and supporting business growth in a fast-paced environment. This position reports to the Chief Financial Officer (CFO) and involves close collaboration with cross-functional teams to maintain financial health and integrity. Responsibilities: • Financial Strategy and Oversight: Develop, implement, and monitor the company's financial strategy, including budgeting, forecasting, cash flow management, and financial planning to support long-term objectives., • Accounting Operations Management: Supervise daily accounting functions, including accounts payable/receivable, general ledger maintenance, payroll, month-end/year-end closings, reconciliations (e.g., bank, fixed assets, trust accounts), and check runs., • Reporting and Analysis: Monitor and analyze financial data, prepare accurate financial reports, statements, and variance analyses; conduct revenue/expense reviews and provide recommendations for cost optimization., • Compliance and Controls: Establish and enforce accounting policies, procedures, and internal controls to ensure adherence to GAAP, SFAS rules, and regulatory standards; coordinate annual audits and mitigate financial risks., • Team Leadership: Recruit, train, mentor, and supervise accounting staff; assign projects, evaluate performance, and foster a culture of accuracy and accountability., • Process Improvement: Identify trends, resolve operational issues, and implement system enhancements for productivity, quality, and efficiency in financial processes., • Stakeholder Collaboration: Act as a key advisor to executive leadership on financial matters; guide other departments on accounting policies and prepare special reports for strategic decision-making., • Debt and Asset Management: Handle transactions, debts, capital assets, and treasury activities, including cash forecasting and expenditure scheduling. Requirement: • Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field; Master's degree or MBA preferred., • Experience: Minimum of 5-7 years in accounting or finance roles, with at least 2-3 years in a managerial/supervisory capacity; experience with multiple legal entities and financial reporting is a plus., • Certifications: Certified Public Accountant (CPA) or equivalent (e.g., CMA, CGMA) strongly preferred., • Technical Skills: Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle), MS Office Suite (especially Excel for data manipulation), and financial databases; experience with ERP systems is advantageous.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor’s degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: • Work with a high-performing & growth-oriented team of advisors, • Provide technical and financial support to the advisor team, • Contribute to research projects, • Create client presentation materials, • Be exposed to ongoing client service, sales presentations, and new client onboarding, • Self-starter with a proactive approach to asking questions and problem solving, • Basic knowledge base across investments, economics, accounting, and financial planning, • A desire to learn more about the wealth management industry, • Excellent attention to detail, multi-tasking, and time management skills, • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis, • Graduation date in the Spring of 2027, • Able to commit 15-29 hours a week throughout your Senior year, • Start date in May 2026 Job Type: Part-time, hourly, non-exempt Location: This position is based out of our office in Orange County. This is an in-office position. Salary: $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Job DescriptionDescription: What if your next job wasn’t just a role, but a place where you truly felt valued, inspired, and empowered? Imagine working for a company that’s dedicated to educating, inspiring, and empowering others, while fostering a family-like atmosphere that genuinely respects and appreciates every team member. Now, imagine that this company also offers: • A flexible hybrid work schedule, • Strong, guiding values that drive everything we do, • Outstanding benefits to support your well-being Here’s a glimpse of what makes our culture amazing: At Westcliff, we strive to be the best in all we do, celebrating and supporting each team member as we grow and succeed together. As a global leader in innovative education, we’re known for our transformative, tech-driven programs and our unwavering commitment to excellence and social responsibility. Our tagline – Educate. Inspire. Empower. – perfectly sums up our mission: to create opportunities for students and employees to achieve success through hard work and empowerment. By joining the Westcliff team, you’ll have the chance to leave your personal mark on a growing institution, helping us shape the future of education while being part of a supportive and innovative community. Ready to feel inspired and appreciated while making a real difference? Apply now, and let’s grow and succeed together! Domestic Admissions Advisor Job Summary The Domestic Admissions Advisor plays a key role in guiding Domestic, Military, and Athletic applicants through the enrollment process. This position is responsible for achieving individual and departmental admissions goals by providing exceptional customer service and meeting established performance metrics. Additionally, the advisor will collaborate with various departments to support student enrollment efforts. Success in this role requires the ability to engage with individuals from diverse social, economic and cultural backgrounds. The Domestic Admissions Advisor reports to the Enrollment Manager and operates under the overall supervision of the Senior Director of Admissions. Must be flexible with work schedule, Saturday work schedule. Duties and Responsibilities Lead Management: • Effectively manage a pool of student leads derived from various sources, utilizing our Slate system, • Conduct individual and group information sessions for prospective students and families., • Guide prospective students and their families through the college application process, providing information about program offerings, financial aid, and campus life., • Provide outstanding customer service to both internal and external stakeholders, • Provide information about application requirements, deadlines, and policies., • Meet and exceed individual and department goals to contribute to the university’s strategic goals, • Attend weekly meetings to present and discuss student caseload, • Excellent oral and written communication skills, • Ability to present in group settings, • Positive interpersonal skills, • Self-motivated and compassionate, • Ability to make independent decisions and manage multiple projects and work well in a team environment, • Knowledge of and commitment to regulatory and college enrollment policies, standards, and procedures, • Basic skills in the use of computerized systems and databases, • Ability to influence others, • Results-oriented, • Bachelor’s degree required, • 1+ years of customer service, sales, marketing, or recruiting required, • Minimum of 2 years of college admissions experience preferred, • Demonstrated consultative sales aptitude and commitment to professional development., • Military background or experience working with military students preferred. Limitations and Disclaimer The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at-will basis, unless otherwise contractually bound. Westcliff University is an Equal Opportunity Employer Requirements:

Job DescriptionAudit & Assurance Partner Audit Partner --Must live within a commutable distance to Orange, California-- Join a leading advisory firm that empowers high-net-worth individuals and businesses with strategic tax, accounting, and consulting solutions. Here, you'll do more than crunch numbers, you'll become a trusted advisor, shaping strategies that drive growth and protect value. Enjoy a culture of innovation, mentorship, and continuous learning, with opportunities to make a real impact while advancing your career. If you're ambitious, client-focused, and ready to achieve extraordinary results, we want you on our team. Position Overview The Audit Partner will oversee and manage audit engagements for private companies, ensuring compliance with regulatory standards and providing exceptional service to clients. This role requires a strategic thinker with strong leadership abilities to guide audit teams and foster client relationships. Key Responsibilities • Lead and manage audit engagements for private companies from planning through to completion, • Review and approve audit work papers and financial statements, • Ensure compliance with regulatory standards and firm policies, • Build and maintain strong relationships with clients, providing expert guidance and support, • Mentor and develop audit staff, fostering a culture of continuous learning and improvement, • Collaborate with other partners and departments to enhance service delivery and business development, • Certified Public Accountant (CPA) designation, • 10+ years of audit experience, with a focus on private companies, • Direct experience advising business owners, • Strong engagement management skills, • Ability to create pricing proposals, • Experience interviewing, hiring, mentoring, and, when necessary, terminating employees, • Leadership experience overseeing a department, • Strong business development and client acquisition skills Benefits • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 12/03/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job DescriptionAbout Niagen BioscienceNiagen Bioscience (NASDAQ:NAGE), formerly ChromaDex, Inc., is a global bioscience company uncovering the potential of NAD+ with precision science. Backed by 25 years of research and innovation, our team discovers, develops, and creates solutions to help people Age Better®. Our flagship ingredient, Niagen®, is one of the world's most extensively researched NAD+ precursors, backed by 35+ published, peer-reviewed human clinical studies and 300+ global research partnerships with leading institutions. Our brands are Tru Niagen®, a daily supplement proven to increase NAD+ levels, and Niagen® Plus, offering pharmaceutical-grade IV and injectable therapies. As pioneers in NAD+ technology, Niagen Bioscience sets the gold standard in scientific rigor. We operate from three strategic locations in California and Colorado, positioning us at the forefront of the rapidly growing healthy-aging industry. Our C.H.E. (pronounced chi)We enjoy working with like-minded people who embody “C.H.E.” and share our passion for health, wellness, discovery, and innovation. In our collaborative environment, employees quickly adapt to different situations, bringing: Character – A positive attitude, commitment to success, and strong ethics.Horsepower – Good judgment, creative problem-solving, and a strong work ethic.Experience – Functional knowledge and skills to perform efficiently. If you're eager to work with incredible people and contribute to something meaningful, join our team and help shape the future of bioscience on a global scale! What we Offer:A competitive salary, affordable health benefits, company sponsored life insurance, wellness initiatives, retirement savings with company match, paid time off, career growth opportunities and a flexible/hybrid work environment. About the Role: About the Role:The Account Manager, Ingredients plays a key role in supporting our B2B customers and distributors, ensuring seamless execution across sales, logistics, and finance. This role manages day-to-day account operations, including order processing, trade spend tracking, and customer onboarding. With a strong foundation in ingredient sales and account coordination, the Account Manager builds trusted customer relationships, strengthens distributor partnerships, and contributes directly to revenue growth initiatives. Acting as the central link between Finance, Marketing, Logistics, and Business Development, this role offers the opportunity to develop advanced account management skills while ensuring that every ingredient solution is delivered with precision, timeliness, and excellence.Core Expectations: • Order & Payment Management:, • Manage all ingredient purchase orders from receipt through fulfillment, ensuring accuracy in quantities, pricing, and Incoterms., • Issue pro forma invoices and ensure order terms align with executed supply agreements., • Collaborate with logistics and supply chain teams to align shipments with customer payment schedules and forecasted timelines., • Investigate and resolve discrepancies related to pricing, payments, or delivery, partnering with finance and legal as needed., • Provide regular reporting on open orders, payment status, and forecasted receivables to business development and finance leadership., • Partnership Management:, • Serve as the primary point of contact for distributors and ingredient customers, ensuring clear communication and seamless collaboration., • Build and strengthen long-term relationships through responsiveness and proactive support., • Own the full sales cycle from prospecting to close, including outreach, discovery, solution presentation, negotiation, and contracting., • Ensure all partners adhere to contractual terms, quality standards, labeling regulations, and brand guidelines., • Provide partners with updated product training, regulatory guidance, and science and marketing assets to enhance sell-in and sell-through., • Develop am,nd execute joint business plans with distributors, aligning sales targets, marketing initiatives, and growth strategies., • Develop trusted advisor relationships at multiple levels within partner organizations (sales, finance, operations)., • Collaborate with customers to improve forecasting accuracy and ensure alignment with internal supply chain planning., • Prepare account performance updates for leadership, highlighting risks, opportunities, and key metrics.Qualifications and Succuss Factors:, • 3+ years of experience in account management, sales operations, business development, or order management, ideally within nutraceuticals, dietary supplements, or CPG., • Strong proficiency in ERP platforms (e.g., NetSuite) and full order-to-cash workflows., • Working knowledge of trade spend management, credit terms, invoicing, and financial reconciliation., • Ability to partner effectively with finance, logistics, regulatory, and business development teams to support seamless operations., • Proven ability to collaborate effectively with finance, logistics, regulatory, and business development teams to ensure seamless execution., • Exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities in a fast-paced environment., • Analytical mindset with the ability to anticipate challenges, propose solutions, and drive process improvements., • Excellent communication and interpersonal skills, capable of influencing across levels and functions.Competencies & Skills:, • Thrives in a fast-paced, global, and regulated business environment., • Strategic and commercially minded, with strong business acumen and problem-solving ability., • Meticulous attention to detail with exceptional organizational and follow-through skills., • Customer-first mindset with a focus on growth, retention, and long-term partnership success., • Analytical thinker who uses data and insight to drive decisions and continuous improvement, • Strong cross-functional collaborator, capable of aligning teams across finance, supply chain, and marketing.We are an equal opportunity employer that operates with an emphasis that People Matter(s). We respect and will consider every and all kinds of people regardless of race, color, religion, sex, sexual orientation, gender identity, age, natural origin, protected veteran status, disability, or any other factors prohibited by law or humanity.

Job Description Position: Vice President of Finance & Accounting FSLA Status: Full-time/Exempt Location: Newport Beach, CA Travel: up to 10% domestic and international Salary Range: $190,000 - $300,000 USD annually About Us At Best Choice Products, our mission is to develop the world's best-selling products inspired by real people. For over 20 years, our e-commerce retail brand has been committed to developing products for families everywhere. Our diverse catalog includes outdoor living, lawn & garden essentials, toys & games, home furniture, and even seasonal decor. As we like to say, there's something for everyone in the family! Our success is best defined by a collaborative culture full of inspired minds and a willingness to contribute new ideas. Some of our most rewarding moments include being part of the Inc. 5000 list of fastest-growing private companies in America and a Top Workplace (2022) by the Orange County Register! Please visit our website for more information. Scope of the Role The Vice President of Finance & Accounting is the most senior financial leader of the company and a key member of the executive leadership team. This individual is responsible for setting and executing the company’s financial strategy, capital planning, and infrastructure to enable sustainable, scalable growth. This role oversees all core financial disciplines—Accounting, Financial Planning & Analysis (FP&A), Treasury, and Procurement Finance—ensuring the integrity of financial reporting, optimization of capital resources, and alignment of financial strategy with company objectives. As the company expands across domestic and international markets, the VP will provide strategic insight, drive operational and financial performance, and serve as a key partner to the CEO and cross-functional leaders. Reporting Structure The Vice President of Finance & Accounting is a member of the leadership team and reports to the CEO. This position also partners with cross-functional stakeholders and leaders within the organization. Essential Functions & Key Responsibilities • Serve as the principal financial voice of the company, managing relationships with external financial stakeholders including banks, lenders, auditors, and advisors., • Define and drive the company’s long-term financial vision, capital strategy, and enterprise resource allocation in alignment with strategic growth objectives., • Serve as a strategic advisor to the CEO and executive team, translating financial data into actionable recommendations that shape business direction, mitigate risk, and optimize performance., • Lead all aspects of financial planning, including budgeting, forecasting, long-range planning, and scenario modeling., • Deliver enterprise-wide financial insights, KPIs, and decision support aligned with commercial, supply chain, and operational strategies., • Deliver financial leadership across all sales channels (DTC, marketplace, wholesale), driving pricing, promotional strategy, and margin optimization., • Ensure accurate, timely, and compliant financial reporting across all entities., • Oversee accounting infrastructure, financial close, internal controls, and audit readiness in accordance with US GAAP and international standards., • Continuously improve the accuracy, speed, and efficiency of the financial close and consolidation cycle., • Lead treasury strategy, cash flow forecasting, credit facility oversight, and working capital optimization., • Manage banking relationships and guide capital deployment, including financial modeling and analysis for M&A, capital raises, and strategic partnerships., • Evaluate and support capital needs for strategic initiatives, including expansion, inventory scaling, or investment partnerships., • Oversee procurement and inventory investment strategy, driving spend governance, cost savings, and supplier risk mitigation in collaboration with supply chain and operations leaders., • Own the strategy and evolution of financial systems, ERP platforms, and data tools to support real-time insight and scalable processes., • Establish financial policies and governance frameworks that support accountability and compliance., • Provide oversight for legal and lease compliance, commercial insurance, and employee financial benefits (e.g., 401(k))., • Familiarity with hiring, scaling, and managing offshore or international accounting resources to support global operations., • Provide financial leadership across international operations, ensuring compliance with global accounting standards, tax regulations, and reporting obligations in key foreign jurisdictions., • Build and lead a high-performing finance team while fostering a culture of integrity, collaboration, and continuous improvement., • Bachelor’s degree in Finance, Accounting, or a related field required; CPA, MBA, or other advanced credentials strongly preferred., • 10+ years of progressive finance leadership, including 5+ years in a VP or executive role overseeing Accounting, FP&A, Treasury, and Procurement., • Proven success in financial leadership within consumer products, retail, or e-commerce businesses involving physical inventory and omnichannel sales., • Deep knowledge of financial strategy, capital structure, credit facilities, international operations, and treasury management., • Strong command of US GAAP, internal controls, regulatory compliance, and multi-entity reporting structures., • Experience overseeing procurement finance, inventory planning, and supply chain-related financial operations., • Proficiency in NetSuite or similar ERP, financial planning platforms (e.g., Adaptive Insights), and BI/reporting tools (e.g., Power BI)., • Familiarity with legal, insurance, benefits (401k), tax strategy, and global procurement operations is required; experience is a plus., • Strategic thinker with operational savvy; able to dive into the details while maintaining a clear view of business impact and long-term goals., • Excellent leadership, communication, and presentation skills; comfortable translating complex financial issues into accessible insights. Join us and experience a workplace where benefits and perks are designed with you in mind. • Flex Fridays: Enjoy the flexibility of working from home and kick off your weekends early with half-day Fridays, all year long., • Comprehensive Health Coverage: Inclusive medical, dental, vision, life, and supplemental insurance plans to keep you and your family healthy., • Support When You Need It: Our Employee Assistance Program is here to provide confidential support for personal and work-related issues., • Future-Forward Financials: Secure your future with our 401k plan, complete with up to a 3% company match., • Time to Recharge: Enjoy vacation time, paid holidays, and sick days to rest and recharge., • Fuel Your Day: Delight in a variety of snacks and drinks to keep you energized, including the occasional catered lunch., • Exclusive Discounts: Take advantage of our generous employee discount on our products, plus occasional product giveaways and raffles., • Play Hard: Unwind with our on-site arcade games and ping pong to connect with colleagues., • Stay Fit: Access our onsite gym or bicycles-for-borrow to keep your fitness goals on track. Where to Find Us Facebook, Instagram, X, TikTok, Pinterest, and YouTube At BCP, we are committed to building a diverse and inclusive workplace where everyone can thrive. Best Choice Products proudly provides equal employment opportunities to all employees and applicants, embracing differences in race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, and gender identity. Discrimination and harassment of any kind have no place here.

Job DescriptionCompany Description Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our industry focus, expertise, and intellectual property is what truly sets us apart. We have earned, and continue to maintain, a strategic relationship with Microsoft. Recognized for our achievements - teaming with our clients to deliver innovative digital solutions and services - is how we have achieved year after year recognition. As their trusted advisor, we support our clients to deliver on their strategic business initiatives as they unify, automate, and modernize their data and operations to increase efficiency, reduce costs, and enhance their customer’s experience. Our over 3,000 team members across 14 countries, and our 18 years of 100% focus on Microsoft technologies and business applications, is how we deliver excellence through expert services and industry-focused cloud solutions. A part of Hitachi, Ltd., our company has a long and rich history of innovation, financial strength, and international presence of one of the world’s largest companies. Since 1910, Hitachi, Ltd. has been a leader in manufacturing innovative products and solutions that support industry and social infrastructure around the globe supported by 303,000 employees in over 100 countries and across 864 companies. Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our leadership in Global Dynamics 365 Field Service and Manufacturing is what truly sets us apart and enables us to maintain a strategic relationship with Microsoft. Job Description As a Senior Business Strategy & AI Advisor, you will lead a cross-functional team in the delivery of Advisory offerings in Business Strategy and AI, Business Strategy, and Business Advisory Services. You will partner with clients to shape and execute strategies that leverage AI technologies and innovative approaches for measurable business outcomes, ensuring responsible, scalable, and human-centric adoption as well as overall business readiness and enablement. This role sits at the intersection of business strategy and implementation value, innovation, and organizational preparedness for transformation—leading clients and internal teams through ambiguity into clarity and value. You will provide strategic leadership to ensure that decision-making aligns to long term objectives for realized value as the trusted advisor for our clients. Key Responsibilities Strategic Leadership • Advise clients on business strategy, including leadership alignment, policies and procedures, governance, Centers of Excellence, process evaluation, and organizational design/development., • Contribute to the continued development of the AI Advisory vision and roadmap, aligning offerings and methods with Advisory leadership., • Serve as a trusted advisor to client executives, guiding organizations from AI readiness assessment through enterprise-scale adoption., • Deliver and support continued development of Business Advisory offerings and cross-discipline offerings within the Advisory subdomain., • Contribute to the continued development of repeatable AI Advisory offerings (AI Starter, AI Value Accelerator, Copilot Readiness, Governance frameworks, etc.)., • Create frameworks, accelerators, and playbooks that integrate AI maturity models (Microsoft, NIST, Google, Ng) and Responsible AI practices., • Facilitate engaging conversations, workshops, and interviews for meaningful discovery that lead to insights, business intelligence, and recommendations., • Lead C-suite workshops, envisioning sessions, and transformation roadmaps, translating AI into measurable business value., • Partner with cross-functional teams (UX, data, technical, change management) to deliver holistic, human-centered solutions., • Mentor Advisory consultants in AI fluency, client strategy, and facilitation skills., • Support hiring, onboarding, and upskilling the Advisory team to strengthen our AI bench., • Actively contribute to internal AI Center of Excellence (COE) and cross-practice enablement.Qualifications, • Business Strategy & Advisory: Proven experience in business strategy, value realization, and technology-enabled transformation., • AI & Data Expertise: Understanding of AI governance, generative AI, Copilot/LLM ecosystems, data maturity, and RAG architectures., • Technology Awareness: Familiarity with Microsoft platforms (Azure, M365 Copilot, D365, Power Platform, Fabric/Databricks)., • Workshop Facilitation: Skilled in strategic roadmapping, design thinking, and executive-level facilitation., • Change Leadership: Ability to drive adoption, manage risk, and embed responsible, ethical AI practices., • Bachelor’s degree required; MBA or advanced degree preferred., • Microsoft AI-900 (required); AI-102 (preferred)., • PROSCI or equivalent change management certification (preferred), • 10+ years of experience in business strategy, advisory, or consulting, with a focus on AI, analytics, or digital transformation. Clients are demanding clarity and confidence in their AI journeys. Hitachi has the technology stack and delivery capability—what’s needed is a dedicated leader within Advisory to align strategy, value, and adoption. In addition, as the business landscape changes, leaders feel less confident in their ability to lean on past knowledge to innovate their business. They are looking for wisdom and guidance to prepare their organizations for what is coming. They need strategic advisors who are ready to move beyond best practices to create innovative and customized recommendations for the road ahead. By appointing a Business & AI Advisory Lead, we establish a focal point for client trust, internal capability, and market differentiation, ensuring Advisory is positioned at the heart of AI-enabled transformation Additional Information Base Salary Pay Range*: $125,000 - $190,000 USD/$125,000 - $175,000 CAD *The current applicable Base Salary Pay Range for this role is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills relevant to the role, internal equity, alignment with market data, or other law. We are an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. NOTE: WHILE THIS ROLE IS REMOTE, YOU MUST BE A US CITIZEN OR ABLE TO WORK WITHIN THE UNITED STATES OR CANADA WITHOUT SPONSORSHIP. Other Compensation / Benefit Overview In addition to Base Salary, the successful candidate may be eligible to participate in the following plans / programs, upon satisfying all hiring requirements: • Bonus Plan, • Medical, Dental and Vision Coverage, • Life Insurance and Disability Programs, • Retirement Savings with Company Match, • Paid Time Off All your information will be kept confidential according to EEO guidelines #LI-TG1 Beware of scams Our recruiting team may communicate with candidates via our @hitachisolutions.com domain email address and/or via our SmartRecruiters (Applicant Tracking System) domain email address regarding your application and interview requests. All offers will originate from our @hitachisolutions.com domain email address. If you receive an offer or information from someone purporting to be an employee of Hitachi Solutions from any other domain, it may not be legitimate.

Job Description Company Overview Hyundai AutoEver America (HAEA), the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry. As a key affiliate, we provide cutting-edge IT services and support to top brands including Kia, Genesis, Hyundai Translead, Hyundai Mobis, Hyundai Capital, and Glovis. HAEA offers a truly global and collaborative environment. Here, you’ll drive innovation, boost operational efficiency, and help shape the future of mobility for the Hyundai Motor Group. At HAEA, we understand that IT is the cornerstone of today’s fast-evolving digital world. By uniting all IT resources under one roof, we deliver consistent, top-quality solutions while serving as the crucial information link between Hyundai’s Global Headquarters and North American operations. If you’re passionate about technology and eager to make a real impact at a world-class company, Hyundai AutoEver America is the place to grow your career. Join us and be part of the transformation that’s driving the future of automotive innovation. What You Will Be Doing The Security Strategy and Risk Management Head of Department is a senior leadership role accountable for driving the unified governance, risk, compliance, strategy, and planning disciplines that underpin the Information Security program. This leader integrates both Integrated Risk Management (IRM) and Security Strategy & Planning (SS&P) functions into a cohesive organizational capability, ensuring the security program is well-governed, risk-informed, strategically aligned, and operationally effective. The key responsibilities of this role are as described below: • Risk Governance & GRC Operations, • Lead enterprise-wide risk assessment, risk issue management, and risk exception management to ensure ongoing visibility and treatment of information security and operational risks., • Maintain and enhance risk management frameworks aligned with industry best practices (NIST, ISO, etc)., • Deliver insightful, data-driven risk reporting to senior leadership, governance bodies, and business units and fellow heads of department., • Compliance & Audit Management, • Oversee the Information Security compliance and control assurance program, ensuring alignment with regulatory requirements and industry frameworks (ISO 27001, SOC 2, NIST, PCI DSS, etc.)., • Lead coordination of internal and external audits, assessments, and certification processes., • Partner with Legal, Privacy, and other control functions to ensure controls are consistent implemented and effectively., • Third-Party Risk Management, • Lead the Third-Party Risk Management (TPRM) program, utilizing a risk-based due diligence, ongoing monitoring, and remediation process., • Collaborate with Procurement, Legal, and business stakeholders to ensure integration of vendor risk management into the enterprise risk framework., • Policy, Standards & Governance, • Oversee creation, governance, maintenance, and communication of Information Security policies, standards, and procedures., • Manage policy exceptions, ensuring risk-aware and consistent decision-making aligned with regulatory and corporate expectations., • Information Security Training & Awareness, • Direct the Information Security Training and Awareness program, promoting a strong security culture throughout the organization., • Develop metrics and campaigns to measure awareness effectiveness and employee engagement., • Security Strategy Development & Execution, • Partner with the CISO to define and maintain the Information Security strategic roadmap, ensuring alignment with business goals, customer expectations, and risk priorities., • Drive annual and multi-year planning, capability development, and maturity improvement initiatives., • Translate strategy into clear programs, timelines, milestones, and measurable outcomes., • Budget & Financial Management, • Lead budget planning, forecasting, tracking, and optimization for the full Information Security organization., • Ensure financial transparency and cost-efficiency across tools, services, staffing, and initiatives., • Resource Planning & Workforce Strategy, • Oversee resource and capacity planning across global security teams, ensuring proper allocation of FTEs, contractors, and service providers., • Partner with HR and Talent teams to shape hiring strategies, workforce development, and organizational design., • KPI, Metrics & Service Delivery Monitoring, • Develop and maintain dashboards and reporting structures for Key Performance Indicators (KPIs), Key Risk Indicators (KRIs), and OKRs across the Information Security program., • Ensure accurate Customer Business Unit (CBU) service delivery monitoring, SLA performance, and operational effectiveness assessments., • Provide executive-level reporting that enables informed decision-making and continuous improvement., • Leadership & Stakeholder Engagement, • Build, lead, and mentor a team across IRM, strategy, and planning functions., • Act as a trusted advisor to other senior leaders on risk posture, compliance maturity, strategic performance, and organizational priorities., • Experience & Leadership: 15–20 years of progressive experience across Information Security, GRC/Risk Management, customer/vendor security management and/or strategic operations., • Education: Bachelor’s degree in Cybersecurity, Information Technology, Risk Management, Business Administration or a related discipline., • Technical Expertise: Excellent stakeholder management, communication, and leadership skills. Demonstrated experience working across multi-disciplinary teams to achieve common objectives., • Education and Certifications: Masters degree in Cybersecurity, Risk Management or Business Administration is preferred. Industry-recognized credentials such as PMP, PRINCE2, CISA, CISM, or CISSP are highly desirable., • Framework Experience: Familiarity with ISO 27001, NIST CSF, SOC2 Type II or similar security and risk management frameworks is an advantage., • Language Skills: Bi-lingual in English and Korean language proficiency is preferred to support global coordination and communication., • Client-Facing Experience: Background in cybersecurity consulting or advisory services, particularly in risk management, is a plus. Team Culture: The team fosters a high-performance, collaborative environment centered around proactive cybersecurity defense and excellent customer service. Members are expected to lead with accountability, communicate effectively across functions, and adapt to dynamic challenges. The culture values technical excellence, continuous improvement, and global coordination, ensuring readiness and resilience in the face of evolving threats. • Collaborative Leadership: Team members lead cross-functional service delivery efforts, coordinating with internal stakeholders, MSSPs, and external partners to drive delivery of services and maintain transparency., • Continuous Improvement & Accountability: The team regularly adjusts the Information Security strategy and roadmap in alignment with customer needs, changing threat landscape and industry trends. Base Salary Range: $181,240 - $ 259,160 Powered by JazzHR 2l565nwmeV

Job Description About the Company: Our client is an advanced aerospace manufacturing company specializing in precision-engineered components and systems for commercial and defense applications. With state-of-the-art facilities, certified quality processes, and end-to-end capabilities from design to full-scale production, the company delivers high-performance structural parts, composite assemblies, and custom-engineered solutions to major OEMs and government customers. Committed to innovation, reliability, and continuous improvement, The company supports the aerospace industry with mission-critical products that enhance safety, efficiency, and technological advancement. Requirements: Demonstrated background as a CFO or comparable executive-level finance leader · Significant experience in senior management roles, ideally within finance or accounting functions · Experience in manufacturing or aerospace industry strongly preferred. · Proven capability in driving business growth and guiding long-term financial strategy · Strong command of cost-control principles and related best practices · Skilled in designing and executing comprehensive risk management programs · Broad expertise in technical accounting, tax matters, and regulatory reporting requirements · Exceptional financial writing skills and the ability to clearly communicate complex financial data · Robust knowledge of core financial disciplines, including budgeting, forecasting, and analytical review · Understanding of cost accounting frameworks, tools, and processes Day to Day Responsibilities: Acting as a key strategic advisor to the CEO, the Chief Financial Officer will direct the organizations financial strategy while also overseeing Finance, Human Resources, Legal, and Information Technology. The CFO will help build the financial rigor, operational infrastructure, and governance needed to support sustainable growth and successful transactions. Provide executive leadership and set the strategic vision for the company's financial activities · Lead initiatives related to business growth and financial planning · Create and maintain cost-control programs to enhance overall financial health · Oversee companywide risk management and ensure proper policies are in place · Uphold compliance with all technical accounting standards and regulatory obligations · Direct tax planning and manage all tax-related reporting and compliance · Produce and evaluate regulatory filings and reports for internal and external audiences · Develop clear, comprehensive financial reports outlining key insights and strategic recommendations · Utilize advanced financial methodologies to assess and interpret financial performance

Job Description Job Title: Chief Financial Officer Location: Irvine, CA 92614 Salary/Payrate: DOE, bonus and AWESOME benefits!!! Work Environment: Hybrid (2 days WFH after ramp up) Term: Permanent / Fulltime Bachelor’s degree required: No Referral Fee: $2,000 - should your referral start with our client JOB DESCRIPTION #LI-SS1 Our client is a growing law firm is seeking a key member to join the leadership team, responsible for guiding the firm’s financial strategy, performance, and long-term sustainability. This role partners closely with executive leadership to ensure the firm’s financial health while supporting thoughtful growth, operational excellence, and sound decision-making. What does it take… The ideal candidate brings experience in a law firm environment (alternatively in a professional services environment), with a deep understanding of billing models, partner compensation structures, and the dynamics of previously owner-led professional organizations. This role requires comfort working with sophisticated equity partners and the ability to balance financial rigor with thoughtful communication. While law firm experience is strongly preferred, the firm will also consider candidates with senior financial leadership experience in complex professional services organizations (such as accounting, consulting, or architecture/engineering) where partnership economics and utilization-based revenue models closely mirror those of a law firm. Are you a proven leader with supervisory skills? • Directly manages the Controller, who oversees the day-to-day accounting and finance operations and an approximately 8-person finance and accounting team supporting an approximately 120-person law firm., • Provides mentorship, direction, and support to the Controller and finance leadership team., • Ensures the finance department is well-structured, appropriately resourced, and functioning smoothly., • Regularly evaluates whether the right people are in the right seats, supporting professional growth and accountability., • Fosters a collaborative, communicative, and EOS-aligned culture within the finance department. Core Responsibilities Strategic Financial Leadership • Serve as a trusted financial advisor to equity partners and executive leadership., • Lead strategic financial planning, forecasting, and long-range modeling., • Drive revenue optimization and profitability analysis by practice area, client, and attorney., • Partner with leadership on rate strategy, margin analysis, and sustainable growth initiatives., • Provide strategic oversight of firmwide tax planning and compliance, and serves as the primary liason with the firm’s external CPA and tax advisors to ensure proactive planning., • Support and/or identify potential acquisitions, including financial evaluation, modeling, and integration planning. Financial Reporting & Partner Communication • Prepare and present monthly financial reporting., • Provide clear explanations of performance against budget and key variances., • Develop easy-to-understand financial narratives translating financial data into business insights., • Lead partner compensation analysis, modeling, and scenario planning. Systems, Process & Infrastructure • Lead the transition from Coyote to SurePoint Practice Pro., • Lead implementation planning, data integrity, reporting alignment, and adoption as early adopter., • Ensure financial systems, processes, and internal controls scale effectively with firm growth., • Oversee firmwide budgeting, forecasting, and cash-flow management. EOS & Department Leadership • Lead rollout and ongoing use of EOS tools within the finance department., • Build clarity around Accountability Charts, Rocks, scorecards, and meeting rhythms., • Partner cross-functionally to support firmwide EOS goals and decision-making. Required Built for Success • Bachelor’s degree (B.A./B.S.) from four-year college or university or equivalent in Finance, Accounting, or related field required; MBA/CPA or similar credential preferred., • 10+ years of relevant experience., • Demonstrated ability to work with complex compensation structures and demanding ownership groups., • Proven success leading system implementations and organizational change., • Exceptional communication skills with ability to translate complex financial data clearly. Preferred Experience: • Senior financial leadership experience in a law firm or senior financial leadership experience in a complex professional services organization., • Highly experienced Controller ready to step into a CFO role with a strategic mindset., • Experience with EOS (Entrepreneurial Operating System) strongly preferred. Physical Requirements • There may be stressful conditions such as workloads and/or deadlines inherent in this position, • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards, • Must be able to sit, stand, stoop, kneel, crouch, crawl, and climb stairs on occasion; requires good manual dexterity and coordination to grasp, lift, touch or move objects, tools or controls; reach with hands and arms; balance; and hear; and taste and smell., • Must be able to lift and carry up to 25 lbs., • Must be able to talk, listen and speak clearly