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Lateral-US/job/Thornton/Financial-Solutions-Advisor---Colorado-North-Market_26016111). Lateral-US/job/Thornton/Financial-Solutions-Advisor---Colorado-North-Market_26016111). Financial Solutions Advisor - Colorado North Market.

As an Advisor Development Program- Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective cl

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified and experienced Analysts and Associates for our Investments & Portfolio Management team. The position will be based in Los Angeles, Denver, or Washington, D.C. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation, and, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy, • Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employer-paid family leave after one year of employment, • Employee stipend for continuing education and professional development, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location, • Annual employer contribution to 401(k), • Option to participate in FSA or HSA Compensation: Depending on title/experience, estimated base salary range: $70-115K, plus annual bonus. Equal Opportunity Employer - Drug-Free Workplace RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi. This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation. As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals. Summary of the position We are seeking a Wealth Advisor with 10-15 years of client facing, comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Denver, CA. The ideal candidate will be highly strategic, team-oriented, and service-focused with the technical ability to handle highly complex planning for clients across the wealth continuum in tandem. This position will be responsible for sourcing new clients by capitalizing on referral opportunities and providing high-touch, white-glove service in tandem with other professionals. Sequoia has extensive resources to support its advisors in providing fully integrated wealth management services to clients. Responsibilities • Oversee the lifecycle of a client’s initial relationship with the firm, from working with the CPA and client to gather information, to creating/leading the proposal, to designing and implementing their financial, estate, and portfolio strategies., • Serve as the primary point of contact for client relationships., • Manage a pipeline of opportunities, document all interactions and relevant information and provide clear, actionable insights to Sequoia and Eide Bailly to move opportunities forward., • Build and maintain ongoing relationships with the CPAs and clients to proactively identify planning opportunities and address ongoing planning needs., • Define client meeting objectives and follow-up on all action items, including the execution of trade orders, in a timely manner utilizing the firm’s robust technology resources and advisory team support., • Supervise and coordinate the preparation of client meeting materials including agenda, planning analyses, investment materials, etc., • Work collaboratively with and mentor technical advisors to ensure their work is aligned with client objectives and that communication to the client and their advisors is clear and concise.Required Skills/Experience, • 10-15 years of client-facing wealth planning experience with strong technical proficiency in estate planning, asset management, tax planning, and planning for closely held entities., • Bachelor’s and/or Masters in finance, accounting, tax or related field, • One or more professional credentials such as CFP, CPA, CFA, JD, etc., • Active Series 7 & 66 or Series 65, • Clean Form U4 without any regulatory disclosures, client complaints, arbitrations or disclosable settlements., • Ability to simplify complexity for clients and advisors and communicate solutions clearly and effectively., • Experience with eMoney required. Preferred Skills/Experience, • Experience with Holistiplan planning software (or equivalent)., • Familiarity with the Fidelity and Schwab investment platforms., • Experience using Salesforce or a similar CRM system., • Experience working directly with CPA firms.Competencies, • Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service., • Excellent written and verbal communication skills with high follow-through and attention to detail., • Client-first mentality with a strong focus on providing high quality service., • Team-oriented mindset., • Strong organizational and time-management skills with the ability to handle multiple projects and personalities while meeting established deadlines.

Job Description Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly. Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated by Eide Bailly, allowing us to expand our reach and deepen our presence in key markets west of the Mississippi. This collaboration represents a unique and dynamic partnership between two trusted industries—financial planning and investment management paired with top-tier CPA and tax services. Together, we will continue to provide comprehensive, client-focused solutions, leveraging the strengths of both organizations to serve our shared clientele with excellence and innovation. As part of this expansion, we are seeking talented professionals who are passionate about delivering holistic financial solutions. Joining our team means being part of a mission-driven organization that values collaboration, growth, and the opportunity to work closely with both wealth management and CPA professionals to help clients achieve their financial goals. Summary of the position We are seeking a Wealth Advisor with 5+ years of client facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Denver, CO. The ideal candidate will have extensive experience building comprehensive financial plans, either individually or as part of a team, and executing on all aspects of a client’s plan. This position requires a high level of technical ability, attention to detail, teamwork, and follow-through. Responsibilities • Manage the day-to-day aspects of client engagements as a member of a team., • Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience., • Proactively maintain client relationships through excellent client service., • Assist with or lead in the collection of financial planning data from prospective clients., • Assist or lead in the creation of asset management reports to be delivered to clients (the advisor may play a lead or support role in delivering these reports)., • Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications., • Serve as a primary point of contact for client relationships., • Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner., • Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence, • Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials., • Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed., • Complete client meeting notes and follow up tasks as required., • Coordinate the execution of trade orders with the Asset Management Department (AMD), • Develop a deeper technical expertise in general financial knowledge., • Identify additional planning or asset management opportunities in existing client relationships.Required Skills/Experience, • Bachelor’s degree required in finance, accounting, economics or related field., • One or more professional credentials such as CFP, CPA (with tax focus), CFA, JD (with business, tax, and estate planning focus), etc., • Active Series 7 & 66 or Series 65., • Technical knowledge of all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management., • Previous experience working with financial planning software and planning deliverables., • Competence using Microsoft Office applications and Client Relationship Management system such as Salesforce., • Experience with eMoney required. Preferred Skills/Experience, • Experience with Holistiplan planning software., • Familiarity with the Fidelity and Schwab investment platforms.Competencies, • Tech-forward thinking with an aptitude and desire to leverage technology to improve efficiency and client service., • Excellent written and verbal communication skills., • Customer service-oriented with a client-first mentality., • Strong organizational and time-management skills; effectively able to handle multiple projects and personalities and meet established deadlines.

Job Description At Pioneer Management Consulting, we believe people are at the heart of every successful transformation. We started Pioneer in 2009 with a simple idea: create jobs people love, serve companies we admire, and fund start-ups that are driving innovative good in the world. Built on our three core values; Humble, Hungry, Connected, we deliver world-class consulting with small-town heart and hustle. We are an elite team of problem solvers who unabashedly love business. We partner with clients to solve critical business challenges while fostering environments where individuals and teams can thrive. Team Pioneer brings curiosity, empathy, and expertise to every interaction, ensuring that change is not only implemented but embraced. When you join Pioneer, you become part of a collaborative, supportive community dedicated to making a real difference. We’re a team of moms, dads, coaches, explorers, and creators who do meaningful work together. As a Senior Consultant, Artificial Intelligence Engineer, you will play a pivotal role in shaping and delivering enterprise-grade, data-centric AI solutions that help clients solve complex business problems and drive measurable outcomes. You are a senior, self-directed consultant who operates comfortably across architecture, hands-on technical delivery, and client leadership. In this role, you will serve as a trusted advisor to client leaders while also acting as a technical lead and builder—designing, implementing, and scaling AI systems that sit on modern data platforms. Your work will span agentic AI, RAG architectures, analytics + ML pipelines, and AI-enabled applications, primarily within the Microsoft ecosystem. You bring a strong engineering mindset—particularly with Python, modern data platforms (Microsoft Fabric, Databricks, Snowflake), Azure AI Foundry, and vector-based retrieval systems—and are comfortable owning solutions end to end, from data ingestion through AI inference and user-facing experiences. You are fluent in both hands-on ML/AI development and low-code/no-code AI tooling, and you leverage AI-native development environments to accelerate delivery. Responsibilities: • Serve as a client-facing lead on AI initiatives—advising senior stakeholders on architecture tradeoffs, build vs. buy, platform selection, and adoption strategy—while translating business goals into pragmatic AI and data roadmaps., • Lead the end-to-end design and hands-on delivery of AI solutions, including RAG, agentic workflows, ML-enabled analytics pipelines, and AI-powered applications and copilots., • Write and review production-grade code; own solution architecture across ingestion, transformation, storage, retrieval, model orchestration, and inference., • Design and implement ETL/ELT pipelines in Python on modern data platforms (Microsoft Fabric, Databricks, and/or Snowflake), optimizing data structures for analytics, ML, and vector retrieval., • Rapidly deliver POCs and MVPs, and build reusable accelerators and reference architectures that scale across engagements., • Mentor consultants and collaborate with strategists, engineers, and change practitioners to deliver cohesive, governed, responsibly-designed AI systems. Requirements • 5+ years in consulting, data engineering, analytics, or AI solution delivery, with proven ownership of client-facing technical workstreams and production-ready AI/ML outcomes., • Strong hands-on development in Python, with deep experience in data transformation, modeling, and machine learning; SQL familiarity is a plus but not required., • Hands-on experience with modern data platforms—Microsoft Fabric, Databricks, and/or Snowflake—plus Azure AI Foundry for LLM orchestration and AI application development., • Proven experience designing and implementing RAG and agentic/multi-agent architectures, including prompt engineering, tool calling, and structured outputs; working knowledge of vector databases (Azure AI Search preferred) and LLM lifecycle concerns (evaluation, versioning, monitoring, cost)., • Proven experience developing and deploying custom AI and ML solutions in production environments, including model training, evaluation, versioning, monitoring, and inference; solid ML fundamentals (feature engineering, model selection, pipelines) with hands-on experience using frameworks such as scikit-learn, PyTorch, or MLflow., • Strong consulting presence: able to translate ambiguous business problems into clear technical designs, facilitate architecture sessions with senior stakeholders, and lead small technical teams., • Proficiency with AI-native development environments and IDE agent platforms such as Cursor, Claude Desktop, or equivalent tools; demonstrated use of these environments to accelerate code authoring, refactoring, and solution delivery., • Experience with CI/CD pipelines and modern DevOps practices for AI/ML workloads (e.g., automated testing, deployment pipelines, model lifecycle management in production). Location: Must be local to Minneapolis, MN or Denver, CO for flexible, hybrid schedule. Benefits The estimated salary range for this role is $110,000 - $165,000 annually, based on a wide array of factors including skillset, years of experience, and role scope. Compensation may vary by location. Bonuses and other incentives are awarded at the Company’s discretion and are based upon individual contributions and overall company performance. Pioneer offers a comprehensive benefits package including meaningful time off and paid holidays, parental leave, 401(k) with employer match, tuition reimbursement, and a broad range of health and welfare benefits including medical, dental, vision, life, and short- and long-term disability. #LI-EH1

Job Requisition ID # 26WD97676 Position Overview We are hiring a Senior Customer Success Manager (CSM) to lead post-sale success for Autodesk's largest and most strategic Media & Entertainment (M&E) enterprise customers in AMER. This is a senior, customer-facing role responsible for driving measurable business outcomes through adoption, serving as a trusted advisor to executive stakeholders, and orchestrating cross-functional Autodesk teams to deliver long-term customer value. You will serve as the primary strategic point of contact for assigned accounts, owning the success planning and execution required to align Autodesk solutions to customer priorities, accelerate innovation, and maximize return on investment. This role is critical to Autodesk's enterprise success in Media & Entertainment, supporting industry-leading organizations across areas such as visual effects, animation, and game development as they modernize workflows and scale their businesses. Responsibilities * Serve as the primary strategic point of contact for a portfolio of large, strategic M&E enterprise accounts * Own and drive post-sale success, including success planning, execution, and long-term value realization * Lead success planning engagements to define business outcomes, success metrics, and adoption roadmaps aligned to customer priorities * Translate customer goals into industry workflows, solution strategies, and measurable ROI * Build and maintain trusted relationships across executive, business, and technical stakeholders, including C-level * Act as a strategic advisor, bringing industry expertise and thought leadership in Media & Entertainment workflows * Lead Executive Business Reviews (EBRs) to communicate value realization, adoption progress, risks, and forward strategy * Drive broad and deep adoption of Autodesk solutions tied to customer business initiatives * Ensure customers achieve measurable business outcomes and ROI through structured value tracking * Identify and support opportunities for expansion and growth in partnership with Sales and account teams * Monitor account health and customer sentiment, proactively identifying and mitigating risks to adoption and value delivery * Develop and execute risk mitigation and recovery plans, escalating critical issues with clear recommendations * Partner with Sales on renewal readiness and long-term account strategy * Orchestrate internal Autodesk teams (Sales, Consulting, Support, Product) to align the right resources to customer priorities at the right time * Drive alignment across stakeholders in complex, matrixed environments to ensure execution against success plans * Act as the voice of the customer, providing structured feedback and insights to influence internal strategy * Lead complex, multi-stakeholder initiatives that drive transformation across customer organizations * Apply program and change management practices to ensure successful execution of strategic initiatives * Navigate ambiguity, competing priorities, and organizational complexity with a focus on outcomes Minimum Qualifications * 5-7+ years of experience in Customer Success, Enterprise Account Management, Consulting, or similar customer-facing roles * Proven experience managing large enterprise accounts and navigating complex, multi-stakeholder environments * Demonstrated ability to own and execute success plans tied to measurable business outcomes * Experience engaging with senior and executive stakeholders and influencing strategic decisions * Strong understanding of SaaS business models and value drivers * Excellent communication, presentation, and storytelling skills * High emotional intelligence, resilience, and ability to navigate ambiguity and competing priorities * Bachelor's degree or equivalent experience Preferred Qualifications * Experience in Media & Entertainment workflows (e.g., VFX, animation, virtual production, game development) * Background in program management, change management, or digital transformation initiatives * Strong financial and analytical acumen, with the ability to quantify and communicate business value * Experience working with Enterprise Business Agreements (EBA) or similar enterprise models * Familiarity with Autodesk or comparable creative tool ecosystems Learn More About Autodesk Welcome to Autodesk! Amazing things are created every day with our software - from the greenest buildings and cleanest cars to the smartest factories and biggest hit movies. We help innovators turn their ideas into reality, transforming not only how things are made, but what can be made. We take great pride in our culture here at Autodesk - it's at the core of everything we do. Our culture guides the way we work and treat each other, informs how we connect with customers and partners, and defines how we show up in the world. When you're an Autodesker, you can do meaningful work that helps build a better world designed and made for all. Ready to shape the world and your future? Join us! Benefits From health and financial benefits to time away and everyday wellness, we give Autodeskers the best, so they can do their best work. Learn more about our benefits in the U.S. by visiting Salary transparency Salary is one part of Autodesk's competitive compensation package. For U.S.-based roles, we expect a starting base salary between $68,000 and $122,210. Offers are based on the candidate's experience and geographic location, and may exceed this range. In addition to base salaries, our compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package. Sales Careers Working in sales at Autodesk allows you to build meaningful relationships with customers while growing your career. Join us and help make a better, more sustainable world. Learn more here: Equal Employment Opportunity At Autodesk, we're building a diverse workplace and an inclusive culture to give more people the chance to imagine, design, and make a better world. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status or any other legally protected characteristic. We also consider for employment all qualified applicants regardless of criminal histories, consistent with applicable law. Diversity & Belonging We take pride in cultivating a culture of belonging where everyone can thrive. Learn more here: Are you an existing contractor or consultant with Autodesk? Please search for open jobs and apply internally (not on this external site).

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance, and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Type Full-time Expected Compensation $50,000.00 - $70,000.00 per year Schedule Monday to Friday Work Location Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job DescriptionCompany Description CapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders shared a collective passion to create a consultancy centered on strong relationships that would stand the test of time. Today we work alongside clients that include Fortune 100 companies, mid-sized enterprises, and government agencies, a list that spans across the country. Job Description CapTech Data Engineering consultants enable clients to build and maintain advanced data systems that bring together data from disparate sources in order to enable decision-makers. We build pipelines and prepare data for use by data scientists, data analysts, and other data systems. We love solving problems and providing creative solutions for our clients. Cloud Data Engineers leverage the client’s cloud infrastructure to deliver this value today and to scale for the future. We enjoy a collaborative environment and have many opportunities to learn from and share knowledge with other developers, architects, and our clients. The Value You Deliver (or What You’ll Do) • Be trusted advisor to customers with best practices, methodologies, and technologies to implement data engineering solutions., • Design, implement, and maintain modern data pipelines to deliver optimal solutions utilizing appropriate cloud technologies., • Partner with product owners and business SMEs to analyze customer requirements and provide a supportable and sustainable engineered solution., • Provide technical leadership and collaborate within and across teams to ensure that the overall technical solution is aligned with the customer needs., • Stay current with the latest cloud technologies, patterns, and methodologies; share knowledge by clearly articulating results and ideas to key stakeholders. Qualifications • Experience building/operating highly available distributed systems of data extraction, ingestion, and processing large data sets, • 5+ years of experience delivering data engineering solutions on cloud platform, • 5+ years of experience implementing modern designs using at least one cloud-based solution/platform (AWS, Azure, GCP), • Advanced level proficiency with at least one ETL / Data Orchestration technology (Azure Data Factory, SSIS, Informatica, Alteryx, Ab Initio, Pentaho, Talend, Matillion), • Experience cloud-based data warehousing and data lake solutions like Snowflake, Redshift, Databricks, • 5+ years of experience with SQL or NoSQL database (PostgreSQL, MySQL, SQL server, Oracle, Aurora, Presto, BigQuery), • Expertise with SQL, database design/structure and data structure (star, snowflake schemas, de/normalized designs), • 5+ years of experience with at least one programming language (Python, Java, R, C / C# / C++, Shell), • Familiarity with one or more DevOps tools (git, Jenkins, CI/CD, Jira), • Fundamental understanding of big data, open source, and data streaming concepts, • Ability to think strategically and provide recommendations utilizing traditional and modern architectural components based on business needs, • Experience providing technical leadership and mentoring other engineers in data engineering space, • Cloud certification on any platform a plus Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • CapTech is committed to providing a flexible work environment and helping our employees achieve a work-life balance that suits their individual needs. Employees must be available to work onsite in a client location or a CapTech office as requested. We allow CapTech employees to work remotely when compatible with CapTech and client needs., • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. CapTech supports Equal Pay for all. In addition, in the State of Colorado, we are committed to Equal Pay for ALL in accordance with the Colorado Equal Pay for Equal Work Act. The base pay range for this role is: $90,000 - $200,000. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship.

Job Description ABOUT THE FIRM Our client is a leading boutique investment bank focused exclusively on advising family-owned and privately held middle-market businesses. With offices in Denver, Chicago, New York, and Dallas, the firm provides capital raising and M&A advisory services and consistently competes with top-tier boutiques. Their culture emphasizes excellence, accountability, and true collaboration. THE OPPORTUNITY The firm is seeking a Managing Director to join its high-performing middle market team. This is an opportunity to operate in an entrepreneurial environment with attractive compensation and meaningful impact. The firm is committed to creating value for its people, clients, and communities—offering a culture where initiative is valued and contributions matter. This role is ideal for senior bankers who excel at originating business, leading client relationships, executing transactions, and mentoring talent. Preferred Sector Expertise: ESOP, Healthcare, or Technology (Software, Industrial Tech) Also Considered: Industrials, Transportation & Logistics, Consumer, Business Services, Aerospace & Defense QUALIFICATIONS • Significant middle market M&A and/or capital advisory experience, • Established client relationships and a strong professional network, • Proven track record of originating and closing transactions, • 10+ years of investment banking experience with strong references, • Demonstrated leadership in fast-paced, entrepreneurial environments, • High integrity, professionalism, and work ethic, • Lead business development efforts with a target of $3M+ in annual fee generation, • Leverage and expand your network to generate deal flow aligned with firm strategy, • Manage transactions end-to-end, from pitch through closing, • Build and maintain long-term client relationships, serving as a strategic advisor, • Translate complex financial concepts for senior stakeholders, • Mentor junior team members and contribute to team development

A leading financial services company in Colorado seeks a Strategic Retirement Plan Advisor to guide clients through their employer-sponsored retirement plans. The role involves conducting detailed financial assessments, developing tailored strategies, and leading educational sessions, both virtually

Job Description Who We Are At Inclined, we are using modern technology to transform the whole life insurance market by helping all policyholders get the maximum value out of their policies. We are singularly focused on the $1.0 Trillion of cash value in whole life policies today and fixing the legacy problems that have existed in the market for decades relative to how policyholders access their cash value savings. Our platform offers a simple and efficient way to utilize cash value while maintaining the significant tax advantage inherent in whole life policies. We're a well-funded start-up founded by industry veterans from finance, software and life insurance, including the co-founder of Strava and Guidewire. Sales Development Rep We’re looking for a driven Sales Development Representative (SDR) to help us capture relationships with advisors and teams within Northwestern Mutual, Mass Mutual and Guardian. Inclined partners with whole life insurance advisors whose customers are policyholders with cash value savings. You’ll be the first touchpoint with prospects introducing our platform, understanding their needs, and booking qualified meetings for our Account Executives. Responsibilities * Prospect into Financial Advisors, RIAs, and Wealth Management firms via phone, email, and LinkedIn * Identify key decision-makers * Qualify inbound and outbound leads and schedule discovery calls for Account Executives * Build targeted account lists and execute strategic outbound campaigns * Maintain accurate pipeline activity in CRM (HubSpot) * Collaborate with marketing on campaigns specific to the advisor audience * Consistently meet or exceed pipeline generation and activity targets Qualifications * 2+ years of experience in sales, business development, or client-facing roles * Demonstrated competency with verbal and written communications and the ability to present complex ideas in the right voice for the intended audience * Self-directed with the ability to work independently * High level of curiosity and willingness to learn financial concepts * Proven track record of success to be adaptable to a dynamic and fast-paced work environment, manage multiple priorities and strict timelines simultaneously * Team player, accountable, sales minded * Resilient, coachable, and goal-oriented * Organized and with strong attention to detail * Self-motivated with a sense of urgency and follow through * Ability to work in our Denver office Nice to Have * Experience working in the consumer finance space * Experience working at a FinTech Why you’ll love working at Inclined * Opportunity to help shape our culture * Comprehensive medical, dental, vision and life insurance benefits * Generous vacation and holidays * 401 (k) and education on retirement planning Compensation: Salary and performance-based commissions based on volume production relative to annual targets

Job Description About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter. The Role: We are searching for an extremely talented corporate real estate broker to be a valued member of our Denver office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment. Desired Skills and Expertise: • A Colorado Division of Real Estate broker's license required to be in process or already obtained., • Commercial real estate experience is strongly preferred., • Bachelor's degree required., • We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation., • Candidates must have a warm personality and the ability to work well in a team environment. We respect your privacy and will always keep your identity 100% confidential. Job Posted by ApplicantPro

Job Description About Us Global Village Academy is an innovative charter school where students learn core academic content through language immersion. Language offerings vary by campus: our North - Thornton campus offers Spanish, Mandarin Chinese, and Russian, while our Aurora and Douglas County campuses offer Spanish, Mandarin Chinese, and French. GVA is truly a "global village." Our immersion teachers come from all over the world, each bringing their unique culture and language into the classroom. United by a common core, students are challenged to become world class thinkers, capable of engaging ideas using multiple languages and cross-cultural perspectives, through an internationally benchmarked curriculum spanning each language village. Mission Global Village Academy Collaborative serves as the central service provider and partner organization for its multilingual immersion schools so that all Global Village Academies cultivate academic excellence, high levels of linguistic proficiency, and cultural competence. We achieve this by responsibly maximizing the potential of our learning communities and unifying sustainable instructional and business practices. Location This position is primarily remote, but candidates must be available to attend periodic in-person meetings and events as needed. We offer a supportive and flexible work environment that blends the convenience of remote work with opportunities for on-site collaboration. Job Type: Full Time - Exempt Annual Salary Range: $90,000 - $140,000 Job Summary The Director of Finance is a key member of the Global Village Academy Collaborative (GVAC) leadership team, responsible for overseeing all financial operations across a 275+ employee, multi-campus, multi-authorizer organization. This role combines strategic financial leadership with hands-on operational oversight to ensure fiscal integrity, compliance, and long-term sustainability. Reporting to the Executive Director, the Director of Finance partners closely with school leaders and cross-functional teams to support organizational goals, drive continuous improvement, and foster a culture of financial accountability and excellence. The position directly supervises the Accountant(s) and serves as the primary financial advisor to leadership and multiple school boards. Essential Duties and Responsibilities Financial Leadership & Strategy • Lead the development, management, and monitoring of organizational budgets, including general and special funds., • Provide financial analysis, forecasting, and long-range planning to support strategic decision-making., • Present financial reports, forecasts, and recommendations to the Executive Director and Board of Directors., • Oversee all day-to-day financial operations, including payroll, accounts payable/receivable, bank reconciliations, benefits reconciliation, and grant tracking., • Ensure compliance with Colorado Educational Accounting Standards, GAAP/GASB principles, and applicable state and federal regulations., • Maintain accurate financial records, account structures, and reporting systems in accordance with regulatory requirements., • Prepare monthly financial statements, cash flow analyses, and balance sheet reconciliations., • Implement and maintain financial reporting procedures to ensure accuracy, transparency, and timeliness., • Research and resolve financial discrepancies and ensure proper documentation., • Oversee and support audit processes and required financial filings., • Supervise and support the Accountant(s), providing guidance, training, and performance management., • Collaborate with school leaders and departments to support financial literacy and budget management. Education & Experience • Bachelor's degree in Accounting, Finance, or related field required., • Minimum of 5 years of accounting or finance experience, preferably within a K-12 or public sector environment., • Strong knowledge of GAAP and GASB standards, budgeting, and financial management practices., • Familiarity with Colorado school finance regulations and standardized accounting structures., • Proficiency in financial systems and advanced Excel skills., • Experience with payroll systems (e.g., iSolved) preferred., • Demonstrated ability to manage multiple priorities, meet deadlines, and adapt in a dynamic environment., • Strong analytical, problem-solving, and organizational skills., • Excellent written and verbal communication skills, including the ability to present financial information to non-financial stakeholders. Global Village Academy shall not discriminate in its employment or hiring practices on the basis of race, color, sex, age, religion, creed, citizenship, national origin, ancestry, genetic information, marital status, sexual orientation, gender identity or expression, disability, or any other characteristic prohibited by law. GVA is committed to cultural diversity among school personnel as a means of enriching the educational experience. GVA shall identify, solicit, and consider applicants for employment from a broad spectrum of qualified individuals who will contribute to that effort. Relocation not provided for this position.

Job DescriptionCompany Description CapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders shared a collective passion to create a consultancy centered on strong relationships that would stand the test of time. Today we work alongside clients that include Fortune 100 companies, mid-sized enterprises, and government agencies, a list that spans across the country. Job Description Specific responsibilities for the Sr. Organizational Change Management Consultant position include: * Focus on the people side of change, including changes to business processes, systems, technologies, and AI-enabled solutions, ensuring adoption and value realization from technology initiatives. * Quickly become familiar with client business challenges, technologies, and AI use cases to understand the environment for change and act as a trusted advisor to client stakeholders while leading enterprise change efforts. * Develop comprehensive, AI-informed change management strategies encompassing communication, sponsorship, stakeholder engagement, learning, and measurement, with clear dependencies and success metrics defined. * Design AI-supported data collection approaches (e.g., surveys, readiness assessments, sentiment analysis, adoption and usage metrics)defining measurement strategies, dependencies, and success criteria tied to change outcomes. * Facilitate client interactions (e.g., stakeholder interviews, leadership meetings, design sessions, and workshops), incorporating AI-enabled insights, synthesized themes, and scenario analysis to accelerate decision-making and alignment. * Analyze qualitative and quantitative data using AI-assisted techniques to develop evidence-based findings, insights, and recommendations that inform change strategies, risk mitigation, and leadership actions. * Identify people, readiness, and adoption risks associated with business and changes, and develop proactive response strategies informed by risk modeling and trend analysis. * Design and develop AI-enabled learning strategies utilizing appropriate mechanisms (e.g., simulations, self-paced learning, adaptive learning paths, assessments, and exams), ensuring alignment to adult learning principles and measurable learning outcomes. * Lead adult learning activities, including Train-the-Trainer programs, while enabling instructors and leaders to effectively use learning tools and content. * Interact and engage with Sponsors and Senior Leaders, translating AI-driven insights into clear change narratives, sponsorship actions, and leadership messaging. * Facilitate role and organizational design by leveraging AI-supported workforce analysis, role clarity models, and dependency mapping to define optimal structures, roles, and capabilities required for future-state operations. * Lead and mentor OCM team members, ensuring quality, consistency, and ethical use of AI-enabled tools in the development of change deliverables. Qualifications * 10+ years experience delivering enterprise-scale change management within large organizations. * Demonstrated progression and growth within the OCM discipline through past career experiences. * Proven ability to produce and own high quality deliverables that meet client needs, including strategic communications and training materials. * Knowledge and application of PROSCI and other change management methodologies and tools. * Excellent written and verbal communication that is effective to all levels in an organization. Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • CapTech is committed to providing a flexible work environment and helping our employees achieve a work-life balance that suits their individual needs. Employees must be available to work onsite in a client location or a CapTech office as requested. We allow CapTech employees to work remotely when compatible with CapTech and client needs., • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. CapTech supports Equal Pay for all. In addition, in the State of Colorado, we are committed to Equal Pay for ALL in accordance with the Colorado Equal Pay for Equal Work Act. The base pay range for this role is: $90,000 to $200,000. #LI-LM1

Job DescriptionBecoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4, • Unsurpassed financial strength with total company assets of $366 billion5, • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (June 2024), • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Powered by JazzHR 0zPyFlIfsB

Job DescriptionOur client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our placed candidates over the past 8 years is greater than $450K. Our 3 year retention of placed candidates with our client is 95%+. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the company's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Achieving sales goals while serving the clients' best interests., • Plan and conduct individual and group coaching sessions with retail bank employees., • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers., • Handle daily client needs and problems and prioritize and delegate tasks to resolve., • Post-appointment follow-up to maintain relationships and develop referrals from existing client base., • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results., • Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework., • Ability to delegate tasks and follow-through., • Prepare necessary internal reports for sales tracking., • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities., • Conduct internal and external seminars to focus on business development and growth., • Serves as a coach and mentor., • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful., • Guide and promote progress toward established goals for team., • Prior Brokerage Industry Experience., • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses., • Motivated by commission sales, recognition programs, and internal sales competition among co-workers., • Ability to motivate others in a team environment., • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes., • Demonstrated ability to simplify and communicate complex financial concepts., • Proven experience in building strong internal and external client relationships., • Highly developed knowledge of the securities business, investment products and financial solutions., • Highly developed sales and presentation skills.

Job DescriptionCompany Description CapTech is a technology consulting firm dedicated to helping clients achieve their business objectives through innovative technology solutions. With a commitment to excellence and collaboration, CapTech partners with leading companies to deliver digital transformation, software development, and technology consulting services. Job Description Consulting at CapTech • Partner with clients on cross‑functional, team‑based projects to deliver scalable Salesforce solutions across the full Software Development Lifecycle (SDLC) using Agile methodologies, • Serve as a trusted technical advisor, managing architectural scope while aligning technical solutions with business goals, • Lead the technical architecture and delivery of Salesforce implementations, including custom development, integrations, and data migration, • Design enterprise‑grade Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and industry‑relevant managed packages, • Design and review integrations between Salesforce and external systems such as ERP platforms, financial systems, marketing tools, identity providers, and document management solutions, • Create and execute an individualized professional development plan focused on Salesforce architecture mastery and emerging platform capabilities, • Demonstrate technical thought leadership by contributing to architectural standards, best practices, and reusable accelerators, • Mentor architects and developers through architecture reviews, communities of practice, and ongoing knowledge sharing, • Participate in technical pre‑sales activities, including solution design, estimations, and delivery scoping for prospective clients, • Gain exposure to a variety of clients, business models, and industry verticalsQualifications Required Qualifications • Proven ability to design and optimize complex business processes and integrate systems across distributed enterprise environments, • Strong client‑facing written and verbal communication skills, • Minimum 3+ years of Salesforce platform experience, • Minimum 5+ years of overall technical development experience, • Strong architectural and hands‑on experience with Salesforce, including Apex, Flows, Lightning Web Components, OmniStudio, and Experience Cloud, • Experience with Salesforce CPQ, • Solid understanding of Salesforce platform capabilities, integration patterns, and SDLC best practices, • Salesforce certifications such as Platform Developer, Administrator, Application Architect, or System Architect, • OmniStudio certifications or demonstrated advanced experience, • MuleSoft experience and/or certifications, • Experience with CI/CD pipelines, source control strategies, and modern DevOps tooling within Salesforce ecosystems Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. CapTech is an equal opportunity employer committed to fostering a culture of equality, inclusion and fairness — each foundational to our core values. We strive to create a diverse environment where each employee is encouraged to bring their unique ideas, backgrounds and experiences to the workplace. As part of this commitment, CapTech will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. CapTech supports Equal Pay for all. In addition, in the State of Colorado, we are committed to Equal Pay for ALL in accordance with the Colorado Equal Pay for Equal Work Act. The base pay range for this role is: $150,000 - $200,000. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship. #LI-RK1

Job Description JOB TITLE: Insurance Advisor DEPARTMENT: Sales - Private Client Group REPORTS TO: Private Client Group Sales Leader FLSA STATUS: Exempt POSITION SUMMARY: The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while earning the opportunity to serve as their trusted insurance advisor. Successful candidates will have a proven track record in sales, particularly in consultative, relationship-driven environments, with the ability to convert relationships into enduring client partnerships. The ideal advisor is skilled at identifying and understanding the unique insurance needs of Private Client Group members, delivering tailored insurance solutions. KEY RESPONSIBILITIES: • Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting., • Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients., • Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews., • Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients., • Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients., • Develop and implement an individual business plan annually to align with organizational goals., • Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction., • Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance., • Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects. FUNCTIONAL/TECHNICAL KNOWLEDGE & SKILLS: • Exceptional communication, presentation, and relationship-building skills, both over the phone and in person., • Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice., • Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building., • Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients., • Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting., • Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions., • Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment. COMPENSATION INFORMATION: • First Year Salary Range: $65,000 - $125,000, • Total Compensation = Pay + Commissions + Benefits, • FLSA Status: Exempt CCIG OFFERS AMAZING BENEFITS: Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum. A strong work life balance, with a 37.5 hour work week and an exciting summer time off program. A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes. Dress for your day office environment and, most importantly, CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment! We offer a transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration. Our approach fairly recognizes both individual performance and team contributions, with clear criteria for advancement.

Job Description$115,000 - $140,000 + VIP Bonus $115,000 - $140,000 / year Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions for our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. We are looking for a Finance Business Partner to join our FP&A team. This individual contributor role will serve as a financial advisor to key business units, leveraging financial insights to drive strategic initiatives and operational efficiencies. The ideal candidate brings a background in FP&A, a strong analytical mindset, and the ability to partner effectively across departments. You’re seen as a go-to business partner who adds insight, not just numbers, your process improvements have helped unlock speed and accuracy for Finance. Key Responsibilities: • Serve as the primary FP&A partner for assigned business units, offering financial support on forecasting, budgeting, and operational decision-making., • Build and maintain detailed models for forecasting income statement, balance sheet, and cash flow items., • Prepare and present monthly performance reviews, providing analysis on trends, risks, and opportunities to C level executives including CFO, • Support development of annual budgets and long-range strategic plans., • Deliver clear and actionable financial recommendations that influence functional leaders and improve outcomes., • Assist in developing business cases for investments, headcount plans, and process changes., • Lead and contribute to process improvements that enhance forecasting accuracy and efficiency., • Use NetSuite and Adaptive Planning (preferred) to manage data and produce insights, • Strong business partnering skills with the ability to influence and advise without direct authority., • Technical expertise in financial modeling, scenario planning, and variance analysis., • Thorough understanding of P&L, balance sheet, and key financial metrics., • Confident communicator who can translate complex data into insights for non-finance audiences, and collaboration skills across functions., • Advanced financial modeling and Excel skills; strong proficiency in MS Office Suite., • NetSuite or Adaptive Planning experience preferred., • Strong analytical, problem-solving, and critical thinking skills., • Organized and detail-oriented with strong time management capabilities., • Able to work independently in a fast-paced, agile environment and manage multiple priorities., • Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience., • CPA or MBA preferred., • Minimum 6+ years of experience in FP&A or financial roles, • 2+ years SaaS or software business experience Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers. The Vertafore Way Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about. · Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces. · Win Together: We work together as one team, showing empathy and respect along the way. · Show Up Curious: We work to challenge one another to push boundaries and think beyond the box. · Say It, Do It: We honor every one of our commitments because integrity is important to us. · Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs. · We Love Insurance: We appreciate the impact insurance has on the world. Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions! Vertafore is a drug free workplace and conducts preemployment drug and background screenings. The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Job Description Solving the most complex technology and business challenges is what Appficiency is about. As the top partner for creating the new industry benchmarks in the ERP Services, Appficiency is an Oracle NetSuite Alliance Partner with over 7 different industry and partner awards. We are a leader in both construction and manufacturing and as a top 5 Alliance Partner, we go to work each day solving the hardest industry problems and sharing these news-worthy achievements to set a higher bar for the professional services and software industry. The Value appficiency understands that people are our greatest strength. We always put our talented people first and invest heavily in seeking diverse backgrounds. We then challenge them with the best opportunities to learn, innovate and lead, more than they could elsewhere. We combine advice with action to develop experts that are knowledgeable and passionate about what they do. appficiency is committed to developing a culture built on integrity, collaboration and growth, and is proud to be an equal opportunity employer. In addition, as part of our growing global network, there are opportunities to work with international teams and clients, or even help lead our global expansion. The Grind We have already been recognized for being the best at what we do, but we are working smart to do even better and that all starts with you. We are a rapidly growing company at the interchange of business and technology which requires entrepreneurial tenacity, motivation to learn, and enterprise building initiative. No matter your role, you'll be an integral member of the team, focusing on engagements of varying sizes and across diverse industries. In our progressive environment, the projects you work on will drive your learning and accelerate your business acumen and technical expertise. All of our team members play a key part in our business that ensures that everything is set in place to guarantee the successful delivery of all projects by providing the technology tools that all team members use on a day to day basis. The Talent We realize that to maximize value for our clients we need to deliver the best advice and technological solutions unique to their business needs. As part of our team you'll be at the forefront of new initiatives and best practices as we continue to help businesses grow and thrive on the cloud. We work with internal clients i.e. Sales and Product Team to define our IT needs, and show them how to get there. We provide technological solutions and support appficiency’s enterprise's need to improve performance and better compete in the market. Whether our clients are looking for a solution, a focused change initiative or a full-scale enterprise transformation, our team delivers IT solutions that help create a sustainable competitive advantage. The Commitment • Be the primary consultant on 4 to 6 clients at any time for whom you are their primary systems expert, business advisor, and chief driver of process efficiencies., • Be comfortable working with senior executives regularly., • Become an expert on the NetSuite application, • Work closely with appficiency leaders to deliver client projects., • Work directly with customers to understand, validate, and document their business requirements and map them to NetSuite functionality., • Multi-Book Accounting + Multi-Currency Experience in NetSuite, • SuiteBilling / Subscription Management in NetSuite, • Advanced Revenue Management Expertise, • 5-8 years in a professional services, functional or technical consulting role preferably in an Enterprise Resource Planning, CRM or e-commerce space, • Experience in Managing Software As A Service (SAAS), IT, software or specific business model (i.e. distribution, manufacturing, retail, media & advertising) implementations, • MBA or equivalent work experience, • Excellent verbal and written communication skills, • Exceptional analytical and problem-solving skills, • Ability to thrive in a fast-paced environment and adapt to changing priorities, • Experience in consulting, IT, software, or specific business models such as distribution, manufacturing, professional services, retail, media & advertising, or finance, • Familiarity with cloud computing technologies, • Experience with ERP, CRM, or e-commerce applications, preferably NetSuite, • Willingness to travel to client locations as required. Specializations by Industry AMP/Services • Extensive knowledge of NetSuite modules such as Financials First, Advanced Revenue Management (ARM), SuiteBilling, Subscription Management, Multi-Book Accounting, Multi-Currency Handling (OneWorld), and Project-Based Accounting. Construction • Extensive experience with construction ERP systems like Procore, Autodesk Construction Cloud, Sage 300 Construction, Viewpoint Vista (Trimble), Jonas Premier, Acumatica, and CMiC. u1eEYk1eg0

Job Description Western Veterinary Partners (WVP) is a veterinary service organization that supports animal hospitals across the United States. WVP partners with practices to deliver best-in-class, non-clinical business support services, enabling clinical teams to focus on providing exceptional patient care. As a high-growth organization, WVP is committed to strengthening its existing partnerships while continuing to expand into new markets through collaborations with independent veterinary practices. The company expects to sustain significant growth nationwide in the years ahead. We are seeking a highly skilled and motivated Senior Pricing Analyst to join our team. The ideal candidate brings a strong blend of analytical rigor, business acumen, and stakeholder leadership, with the ability to translate complex data into actionable insights and scalable pricing strategies across a multi-entity, high-growth environment. This is a hybrid role (minimum of 2 days in-office per week) based in central Denver. Role Overview In close partnership with the Senior Director of Pricing & Strategy, the Senior Pricing Analyst will play a critical role in shaping and executing pricing strategy across WVP’s growing portfolio. This role goes beyond analysis—serving as a strategic advisor to internal stakeholders and practice leadership, influencing pricing decisions that drive revenue growth, margin optimization, and competitive positioning. The ideal candidate brings a strong blend of analytical rigor, business acumen, and stakeholder leadership, with the ability to translate complex data into actionable insights and scalable pricing strategies across a multi-entity, high-growth environment. Key Responsibilities • Lead the development and execution of pricing strategies across veterinary services, products, and regional markets to optimize revenue and profitability!, • Partner cross-functionally with operations, finance, procurement, and field leadership to align pricing initiatives with broader business objectives, • Build and maintain advanced pricing models using regional, portfolio, and national data to generate actionable recommendations, • Serve as a trusted advisor to practice leaders, effectively communicating pricing strategies and driving adoption through influence and education, • Design and deliver reporting dashboards and KPIs to monitor pricing performance, track variance to plan, and identify opportunities for improvement, • Evaluate market trends, competitive dynamics, and customer behavior to inform pricing decisions and strategic initiatives, • Lead regular business reviews with stakeholders to assess pricing effectiveness and recommend adjustments, • Support and enhance procurement and pricing alignment initiatives, ensuring consistency and scalability across the portfolio, • Identify and implement process improvements, tools, and best practices to elevate pricing capabilities across the organization, • Bachelor’s degree in Business Administration, Finance, Economics, or a related field (advanced degree a plus), • 4+ years of experience in pricing, revenue management, financial analysis, or a related analytical role, • Experience in healthcare, veterinary services, or multi-site service organizations strongly preferred, • Experience within a private equity-backed, high-growth, multi-entity environment preferred, • Advanced analytical and quantitative skills, with proficiency in Excel and experience with data visualization tools (e.g., Tableau, Power BI), • Proven ability to influence stakeholders and drive change across a decentralized organization, • Strong business acumen with the ability to connect pricing strategy to financial outcomes, • Excellent communication and presentation skills, with the ability to distill complex insights for diverse audiences, • Experience with negotiation, vendor management, or procurement strategy is a plus, • Highly organized, detail-oriented, and adaptable in a fast-paced, evolving environment Our salary ranges are primarily determined by role, level, and location. The range provided for each job posting reflects the minimum and maximum target salaries for the position across all US locations. The salary range for this opportunity is $78,000 - $95,000 annually. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The Company offers competitive compensation along with a comprehensive benefits package, including medical, dental, and vision benefits, vacation, sick leave, 401(k), and more depending on location. You will be provided more detailed information about compensation and benefits for your specific location. Where required under applicable law, WVP provides eligible employees with paid sick leave, health emergency leave, and similar benefits programs, all in accordance with the requirements of state and local law depending on the location of the practice you support. WVP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, genetic information, or any other protected characteristic. Hiring decisions will be based on merit, qualifications and business needs. The application window will be open for the next two weeks ending May 13, 2026. This opportunity will remain online based on business needs which may be before or after the two-week window. *This role is not open to receiving agency candidates and any contingent submissions will not be honored.

Job Description Overview Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor and recognition that comes with working for the industry's global leader in evidenced based rehabilitation. Who We Are: GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum of diversified correctional and community reentry services. From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Why Work for GEO: • We believe that work is more than a place you go to every day. It is about being inspired and motivated to achieve extraordinary things., • Employee benefits play an important role in making The GEO Group a great place to work. At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful. Responsibilities Summary: The Human Resources Manager focuses on serving the needs, concerns and objectives of both managers and our employees through building effective partnerships and by creating trust and mutual respect. The Human Resources Manager leads the administration and implementation of Human Resources (HR) policies, programs and practices throughout the facility and acts as the liaison between the facility management and Regional/Corporate HR. Primary Duties and Responsibilities: • The Human Resources Manager serves as an advisor to the Facility Administrator and facility management on Human Resources issues., • Supports local recruiting and outreach efforts in coordination with the centralized recruiting team to meet or exceed monthly and annual recruiting targets in the most efficient and effective manner possible. Ensures a positive candidate and hiring manager experience. Prepares and maintains personnel records and ensures compliance to procedures for controlling personnel transactions and reporting personnel data. Administers and tracks employee developmental training., • The Human Resources Manager assists, coaches, and provides guidance for progressive discipline, standards of employee conduct and employee terminations., • Supports reporting serious staff misconduct to the Office of Professional Responsibility (OPR)., • The Human Resources Manager engages employees and acts as a conduit to provide facility management, Regional HR, and Corporate HR insight into employee concerns., • Responsible for employee onboarding to include data entry into the HR Information system and new employee orientation. Ensures that data entered is accurate and employees have a thorough understanding of Company policies and procedures, to include the information included in the employee handbook., • The Human Resources Manager is responsible for maintaining records of insurance coverage, retirement plans, and personnel transactions such as hires, promotions, transfers, performance reviews, terminations, and other related personnel and payroll issues., • Serves as an EEO specialist and maintains affirmative action plan., • The Human Resources Manager serves as subject matter expert for leaves of absences, FMLA and ADA issues., • Ensures compliance with Company policies and procedures and develops a thorough understanding of Corporate HR policies and procedures., • The Human Resources Manager reviews facility personnel procedures to ensure that they are applicable, effective, and comply with contract requirements, local, state, and federal law, and Company policies, procedures., • Resolves employee personnel inquiries and submits necessary inputs, changes, additions, and deletions into the HR Information System for correction. They refer unusual or unresolved problems to Regional HR for further action., • The Human Resources Manager may manage an assigned human resources staff and perform the duties typically associated with a management level position including hiring, training, and employee development., • Coordinates grievance and disciplinary hearings and activities., • The Human Resources Manager coordinates benefit programs, annual enrollment, and employee wellness program at the facility., • Monitors unemployment claims, assists with appeals, and may attend hearings as the Human Resources representative., • The Human Resources Manager partners with facility management to ensure the performance appraisal program is compliant and effective., • Provides guidance on compensation, bonuses, and other recognition programs., • The Human Resources Manager monitors and coordinates workers’ compensation claims and may compile information to file workers’ compensation claims for employees and for the insurance carrier., • Provides necessary referral support for the Employee Assistance Prog Qualifications Minimum Requirements: • High school diploma with a minimum of seven (7) years of progressive professional experience in Human Resources or a Bachelor’s degree from an accredited college or university in Human Resources or related field with five (5) years of experience working in a Human Resources position., • Three (3) years supervisory experience preferred., • Must exhibit leadership qualities to gain the respect of all employees and be able to display confidence when interacting with people at all levels of management., • Must have the ability and desire to work in a cooperative manner and to make management decisions., • Experience working with an HR Information System required., • Must be able to always maintain confidentiality due to the handling of sensitive and confidential information., • Must have the ability to communicate effectively, both verbally and in writing.

Job Description Northwestern Mutual - Denver We have put a hold on this position, but it will open up again in the summertime. lf you are interested in being considered in a few months, please apply. Are you ready to join a thriving, innovative culture in a fast-paced, professional environment? We seek a dynamic individual with keen attention to detail, a passion for quality improvement, and the ability to multitask and problem-solve creatively. About Us: We believe in a collaboration of talent working together to grow the business and create a valuable client experience. As one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients. The Role: Your ability to build lasting relationships and enhance the advisor and client experience is vital. As an IFP team member, you'll work with financial representatives to ensure efficient, productive, and profitable practices. You'll address advisors' operational needs, use innovative digital tools, and collaborate on team development to create a productive workspace. Responsibilities: * Partner with financial representatives to develop successful practices using proprietary software. * Lead operational improvement processes within an advisor’s practice. * Communicate with Home Office, representatives, and clients for policy approval. * Craft comprehensive financial plans tailored to client needs. * Open investment accounts and manage documentation. * Execute investment trades efficiently. * Stay updated on investment regulations. * Process insurance applications using technology for signatures. * Input client data into planning software and CRM. * Confirm client appointments. * Attend weekly development and team meetings to advance industry mastery. What You Will Bring: * Strong collaborative skills within a goal-oriented team. * Effective communication with colleagues and our clients. * Resourcefulness and innovation in problem-solving. * Adaptability to prioritize shifts in a fast-paced environment. * Proficiency with technology and a commitment to efficiency. * Competency in process and project management. * Teamwork skills, including leadership and execution. * Ability to handle confidential and time-sensitive information. * Excellent verbal and written communication for rapport-building What We Offer: * Full-time, 40-hour work week, exempt position. * Competitive pay starting at $60,000 - $72,000 annually based on experience. * Bonuses for achieving industry designations. * PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you. * Medical, dental, and vision coverage. * Long-Term and Short-Term Disability insurance. * Matching 401k plan. * Paid garage parking. * Remote work option of two days a week after 90-days of employment. * Laptop provided. * Healthy break pantry and onsite workout facility access. Specific Pay Structure We prioritize fairness and transparency, which is why we disclose the salary ranges. Final salaries are determined by several factors, including the candidate’s skills and experience, current market We are an equal opportunity employer, welcoming and encouraging diversity within our team. We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals. Powered by JazzHR xV2saRRN4y

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for top-notch Accounting Managers to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Accounting Manager with Ascent CFO Solutions, you will be an experienced Accountant, responsible for leading and planning accounting activities for our clients. You will ensure proper accounting methods, policies, and procedures, and may oversee a Senior Accountant. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Participate in general ledger setup, account control, journal entry processes, month-end close, payroll and reporting, • Produce financial reporting packages including dashboard and KPI reporting, • Oversee weekly, semi-monthly, etc. payroll processes, • Support year-end audit engagements, • Reconcile balance sheet accounts, • 4+ years of experience as an Accounting Manager, • Experience managing Accounting teams, • Experience working in a wide range of industries, • Bachelor’s Degree required, Master's in Finance or Accounting preferred, • Highly proficient in QuickBooks Online (QBO); experience with accounting software (NetSuite, etc) a plus, • Proven experience working with fast-growth companies from early stages to $50M in revenue, • Tech-savvy, comfortable learning new cloud tools, • Advanced Excel skills are required, • Experience using payroll, expense reimbursement and bill pay systems (Gusto, etc), • Understanding of GAAP accounting, • Working knowledge of preparing tax filings such as 1099s and sales tax forms, • The ability to multi-task and juggle multiple clients at once Location: Boulder/Denver based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide, • 4-Time Winner of Built In's Best Places to Work, • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • W2 Position with employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick time, holiday time & volunteer time, • Bonus/commission eligibility Powered by JazzHR m9LRHs4NaQ

Job DescriptionFinance Professionals - AI Training About Prolific Prolific is not just another player in the AI space – we are building the biggest pool of quality human data in the world. Over 35,000 AI developers, researchers, and organizations use Prolific to gather data from paid study participants with a wide variety of experiences, knowledge, and skills. The role We're looking for Finance Subject Matter Experts to join our Expert Network to help train and evaluate cutting-edge AI models using professional financial insight. If you have a background in finance, we'll send you a quick 10- to 15-minute test to assess your skills and suitability for AI tasks. If successful, you'll be invited to join Prolific as a participant, where you'll get paid to train and evaluate powerful AI models. Researchers looking for your skills tend to pay up to $80+ per hour, depending on skills and experience level. You must be prepared to complete paid tasks that require one hour of uninterrupted work, though many are shorter. What you'll bring • Financial Background: you have a degree in finance, accounting, economics, or a related field, or relevant experience as an analyst, accountant, or financial advisor., • Numerical Literacy: The ability to interpret financial statements, data sets, and market reports with high precision., • Critical Analysis: a "financial mind" capable of spotting trends, identifying discrepancies, and providing logical, data-backed reasoning., • Reliability: the ability to work independently on ad hoc, remote assignments that fit around your existing professional commitments., • A PayPal account to receive payment from our clients What you'll be doing in the role • Financial Document Evaluation: reviewing and interpreting various financial reports, B2B data, or regulatory filings to verify information accuracy., • AI Model Guidance: responding to specific prompts based on financial data to help AI models understand technical terminology and complex fiscal concepts., • Data Validation: ensuring that the outputs generated by AI systems align with professional financial standards and logical economic frameworks., • Expert Feedback: providing nuanced insights to help bridge the gap between human financial expertise and machine learning algorithms. Key Technologies • Prolific Platform: the secure workspace where you will access and complete your assignments., • LinkedIn: used solely for a quick professional eligibility check during onboarding. We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. This data is the cornerstone of developing more accurate, nuanced, and aligned AI systems. We believe that the next leap in AI capabilities won't come solely from scaling existing models, but from integrating diverse human perspectives and behaviours into AI development. By providing this crucial human data infrastructure, Prolific is positioning itself at the forefront of the next wave of AI innovation – one that reflects the breadth and the best of humanity. Links & Privacy Website Youtube Privacy Statement By submitting your application, you agree that Prolific may collect your personal data for recruiting and global organisation planning. Prolific's Candidate Privacy Notice explains what personal information Prolific may process, where Prolific may process your personal information, its purposes for processing your personal information, and the rights you can exercise over Prolific's use of your personal information.

Job Description Who We Are Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 70+ locations and growing! Atwell, LLC is a proud recipient of the following 2025 awards: • Ten consecutive years in a row as a "Best Place to Work" by Zweig Group (#11), • Recognized as #70 in the ENR Top 500 Design Firms, ranked in every region, • Recognized in Crain's "Fast 50" as one of the fastest-growing companies (#14), • Recognized as the 2025 ENR Design Firm of the year for the Southeastern US Job Description: Fire Safety Advisor – BESS is responsible for developing, implementing, and overseeing all safety, health, and environmental (HSE) programs related to Battery Energy Storage System (BESS) projects. This role ensures regulatory compliance, risk mitigation, and a strong safety culture across all phases of BESS development, construction, commissioning, and operations. Fire Safety Advisor will serve as the subject matter expert for BESS-specific hazards, including electrical safety, thermal runaway risk, fire prevention, and emergency response. Job Responsibilities: • Serve as the primary safety authority for all BESS and related projects., • Champion a proactive, "zero-incident" safety culture across all teams and contractors., • Identify and mitigate hazards related to high-voltage systems, lithium-ion batteries, thermal runaway, arc flash, and fire suppression systems., • Review BESS designs, layouts, and construction methodologies for safety and code compliance., • Develop and implement Emergency Response Plans (ERP) for fire, explosion, and hazardous material events., • Oversee site safety plans (SSSP) for all BESS construction projects., • Conduct site audits, inspections, and safety observations., • Ensure compliance with Lockout/Tagout (LOTO), energized work permits, confined space, hot work, and fall protection requirements., • Lead incident investigations, root cause analysis, and corrective action implementation., • Oversee the staffing and training of core site safety professionals to staff all BESS projects., • Manage safety documentation, reporting, and recordkeeping., • Serve as the primary contact during regulatory inspections or audits., • Deliver BESS-specific safety training programs., • Ensure required certifications and qualifications are maintained for employees and contractors. While AI tools may support your application process, this role is built on human talent. Your judgment, experience, and character matter most, so we encourage you to showcase what makes you uniquely you. Atwell does not accept unsolicited resumes from any 3rd party agencies. No fee will be paid to 3rd parties who submit unsolicited resumes to any Atwell employee. Resumes from approved vendors must be specifically requested by Atwell and approved by the Atwell Talent Acquisition Team. #LI-AE1 Pay Range $60—$70 USD Atwell Benefits: To attract and retain the best professionals in the industry, we aim to provide an excellent working environment and a progressive benefits program designed to support your personal and professional needs. Work/Life: • Generous Paid Time Off, • Paid Parental Leave, • Flexible work schedules are available for some positions, • Competitive Compensation packages, • Annual bonuses, spot bonuses and peer recognition awards, • 401K match - 1:1 up to 4% of compensation, • Tuition Assistance, • Student Loan Repayment, • Paid Licensing / Certification Fees and Renewals, • Financial Rewards for Obtaining Licensure, • Employee Referrals, • Annual Wellness Reimbursement for anything wellness related (Gym memberships, fitness tracker, home gym equipment, etc.), • Medical (BC/BS), Dental (Delta), and Vision (VSP), • Family Planning & IVF Benefits, • Pet Insurance, • Health Savings Account & Flex Spending Account options, • Employer paid LTD, STD, and life insurance, • Metlife Supplemental Benefits covering accident, hospitalization, and critical illness, • Member Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services

Job Description Join a Premier Advisory Firm Serving High-Net-Worth Clients We’re partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families—many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country. About the Role This is a great opportunity for an experienced Tax Senior Manager or Director who’s ready to move beyond compliance and into a more advisory-focused role. You'll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility—remote, hybrid, or onsite arrangements are all possible. What You’ll Do • Be a trusted advisor to high-net-worth clients and family offices, • Offer proactive guidance and custom planning solutions, • Lead teams on tax returns, financial statements, and related deliverables, • Oversee quality control and provide final reviews, • Juggle multiple client relationships and special projects, • Coach and mentor junior team members, • Support business development efforts—think proposals, meetings, and collaborations Must-Haves • Bachelor’s in Accounting (or similar field), • CPA or equivalent certification, • 6+ years of tax/advisory experience, • 3+ years in a supervisory or leadership role, • Excellent communication and interpersonal skills, • Comfort with modern tax and accounting software, • Master’s in Taxation or Accounting, • Experience working with high-net-worth clients, trusts, or Family Offices, • Remote or Hybrid, • Competitive salary: $140K–$160K depending on your background, • Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more, • Generous PTO, holidays, and sick leave Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108

Job Description VP, Trust Officer Location: Denver Tech Center, CO (In-Office) Job Type: Full-Time Exempt Salary: $93,000 - $130,000/YR Applications should be submitted for consideration no later 06/30/2026. Who We're Looking For You're a seasoned trust professional with deep expertise in complex fiduciary administration, estate planning, and client relationship management. You bring strong judgment, technical credibility, and the ability to advise high-net-worth clients while driving revenue growth across trust, banking, and investment solutions. You thrive in fast-paced environments, take ownership independently, and build strong internal partnerships to deliver a seamless client experience. If you're motivated to expand relationships, strengthen planning outcomes, and lead through expertise and influence, this role is for you. About the Role The Trust Officer II, VP is responsible for administering and expanding complex trust relationships while supporting revenue growth and long-term client retention. This role serves as a key fiduciary advisor, partnering with portfolio managers, beneficiaries, and professional advisors to deliver trust administration and wealth planning solutions. You will oversee fiduciary disbursements, ensure compliance with applicable laws and regulations, and support trust tax and estate-related processes. The position also contributes to business development efforts and provides mentorship and training support across the Profit Center (PC). What You'll Do • Administer complex trust relationships by managing fiduciary responsibilities, ensuring service standards are met, and identifying additional client needs across Bank products and services., • Partner with beneficiaries, portfolio managers, and internal stakeholders to support estate planning objectives, recommend solutions, and deliver fiduciary-oriented wealth plans., • Oversee fiduciary disbursements and trust administration activities, including coordination of trust tax return preparation and compliance with all applicable federal and state regulations., • Drive business development through networking, consultative selling, and collaboration with attorneys, accountants, and financial planners to promote fiduciary services., • Lead trust opportunity execution by coordinating RFPs, presentations, follow-up, onboarding, and new account opening activities., • Mentor and support junior trust team members through training, onboarding, and day-to-day coaching while remaining current on trust, estate, and tax law developments. What You Bring • Juris Doctor (JD) required; CTFA accepted with significant relevant experience., • 5–7 years of trust administration experience and/or trust and estate legal experience., • 3–5 years of business development experience., • Strong knowledge of trust, estate, and tax law with the ability to apply it to complex fiduciary relationships., • Experience working with high-net-worth individuals and complex family structures., • Fluency with TrustDesk and related trust administration systems., • Proficiency in Microsoft Office Suite, including advanced Excel skills; CRM experience preferred., • Strong communication and presentation skills with the ability to influence clients and professional advisors., • High initiative, strong follow-through, and the ability to work independently in a dynamic environment. What We Offer • Competitive base salary: $93,000 - $130,000/YR, plus strong bonus potential., • 401(k) plan with employer match., • Paid parking and transportation benefits., • Comprehensive health and wellness benefits, including:, • Health savings accounts (HSA), • Flexible spending accounts (FSA), • Medical, dental, and vision coverage, • Generous paid time off and bank holidays., • Access to training and professional development programs., • Sponsorship and support for obtaining professional certifications., • A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: • Demand and reward excellence., • Take action and responsibility., • Collaborate, communicate openly, and give/receive feedback with trust. Learn more at myfw.com or email . Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact . Region A Pay Range Pay Range$93,000—$130,000 USD

Job DescriptionAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to startups and SMEs. Our mission is to empower businesses to achieve financial clarity and sustainable growth. As we continue to expand our services and client base, we're looking for an outstanding Senior Accountant to join our dynamic team of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and exciting, supporting businesses that are going through transformation, growth, process improvement, fundraising, preparing for an exit, and/or looking to acquire other companies. Job Description: As a Fractional Sr. Accountant with Ascent CFO Solutions, you will be a strong Accountant, responsible for reconciling account balances and bank statements, maintaining general ledger and preparing month-end close procedures for our clients. A successful Senior Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts. Our clients include cutting-edge startups, scale-ups, and private companies, in addition to VC- and PE-backed companies across a wide range of industries (Technology, SaaS, Professional Services, Construction, Manufacturing, eCommerce, Healthcare, CPG, FinTech, Real Estate, and more). Can you picture yourself as a member of our team? Primary Responsibilities for this role: • Month end close reconciliations, • Financial reporting, • Manage/track cash flow, • A/P, A/R, P/R and GL closing, • Rolling forecast and budget preparation, • Client onboarding including Chart of Account (COA) and GL clean-up, • 4+ years of experience in accounting, • Bachelor's degree required, • Experience working in a wide range of industries with a preference for smaller, startup environments, • Highly proficient in QuickBooks Online (QBO), • Tech-Savvy, comfortable learning new cloud tools, • Advanced Excel skills are required, • Experience using payroll, expense reimbursement and bill pay systems (Gusto, etc), • Understanding of GAAP accounting, • Working knowledge of preparing tax filings such as 1099s and sales tax forms, • The ability to multi-task and juggle multiple clients at once Hours: Approximately 25-32 hours/week Location: Boulder/Denver Metro-based preferred, Remote role with some in-person meetings/events Why Our Employees Choose Ascent CFO Solutions: • 2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide, • 4-Time Winner of Built In's Best Places to Work, • Set your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities), • Engage with a wide range of business matters across a variety of industries, • Connect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projects, • Benefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertise, • W2 Position with employee health, dental and vision insurance, • 401K match, • Quarterly stipend towards educational or professional development, • Technology stipend, • Paid sick time, holiday time & volunteer time, • Bonus/commission eligibility Powered by JazzHR jPX0JPBRG1

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Partner Integration Compliance Manager will work in a team-centered environment under the direct supervision of the Compliance Marketing and Operations Director to support the firm's compliance activities. Essential Job Functions for the Partner Integration Compliance Manager will include: • Handling regulatory and compliance issues in conformity with Mercer Advisors' practices and requirements and with precision, expertise, integrity, and professional insight., • Conduct the daily review of marketing materials of recently acquired businesses for compliance with SEC 206(4)-1, 206(4)-3 and other applicable laws, rules, and regulations., • Regular review of M&A advertising, stationery, websites, social media posts, presentations, podcasts, webinars, and newsletters., • Proactively work with the business to ensure acquired businesses are integrated successfully to Mercer Advisors., • Perform periodic review of and manage updates of internal Legal and Compliance website., • Assist with review and update of ADV (Parts 1, 2A and 2B) Filings for M&A firms., • Assist with development of policies and procedures that reflect changes in business, regulation, and developing views on issues., • Assist with review of compliance programs as needed., • Assist CCO with preparation for and response to inquiries and audits from the SEC and other regulatory authorities., • Keep current on recent compliance and regulatory issues, trends and upcoming developments., • Assist with making regulatory filings with the SEC, FINRA and other regulatory authorities., • Other compliance functions as assigned by the Compliance Marketing and Operations Director, Deputy CCO, or CCO., • Bachelor's degree, • Minimum 3+ years of compliance experience with investment advisor or broker dealer marketing rules, • Excellent communication, presentation, listening and analytical skills, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong knowledge of and the ability to analyze investment and finance concepts, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Series 65 license preferred but not required. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $102,000—$120,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description EverDriven is the nation's leading provider of alternative student transportation, partnering with school districts to serve students who need it most—including those experiencing homelessness, living with disabilities, or outside traditional bus routes. Our tech-enabled, human-led model helps remove barriers to learning through safe, reliable transportation. Since 2006, we've helped organizations solve complex transportation challenges through strong partnerships, dependable service, and a people-first approach. Guided by integrity, ownership, and collaboration, we move with urgency, lead with data, and never settle. Our success is driven by people who bring curiosity, accountability, and a commitment to continuous growth. Position Summary:We are seeking a Senior Finance Analyst to play a highly visible role supporting financial planning, forecasting, and strategic analysis across the organization. This role goes beyond traditional FP&A, with broad exposure to operating performance, value creation initiatives, and executive-level decision support. You will partner closely with functional leaders across Operations, Technology, and G&A to drive financial discipline, improve forecasting accuracy, and deliver actionable insights. This role will also support board and investor reporting in a private equity-backed environment. Salary Range: $100,000- $120,000/year, based on experience + bonus potential Location - Greenwood Village, CO. 4 days in the office and 1 day remote. Responsibilities: • Own and manage OPEX forecasting and budgeting across multiple functional areas, including direct partnership with business leaders, • Analyze financial and operational performance, identifying key drivers, risks, and opportunities, • Lead monthly variance analysis and provide clear, actionable insights to senior leadership, • Support development of annual budgets, long-range plans, and rolling forecasts, • Build and enhance financial models to support strategic initiatives, pricing, and investment decisions, • Partner cross-functionally with Operations, Technology, and G&A leaders to improve financial visibility and accountability, • Support board and investor reporting, including preparation of materials and narrative insights, • Contribute to private equity value creation initiatives, including cost optimization and operational efficiency efforts, • Drive process improvements across FP&A, including reporting automation and forecasting methodologies, • Deliver accurate and reliable forecasts with clear visibility into key drivers, • Provide actionable insights that influence decision-making at the leadership level, • Build strong relationships with business partners and become a trusted advisor, • Improve financial processes and reporting efficiency over time, • Contribute meaningfully to value creation initiatives in a PE-backed environmentRequirements:, • Bachelor's degree in Finance, Accounting, Economics, or a related field, • 3–5+ years of experience in FP&A, corporate finance, investment banking, consulting, or related roles, • Strong experience in financial modeling, forecasting, and variance analysis, • Demonstrated ability to partner with cross-functional stakeholders, • Experience in a private equity-backed, high-growth, or technology-enabled business preferred, • Advanced Excel skills required; experience with PowerPoint, NetSuite, and BI tools (e.g., Power BI) preferred, • Strong analytical, communication, and problem-solving skills #LI-Hybrid Equal Opportunity Employer EverDriven is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by applicable law. We are committed to maintaining a respectful, professional workplace where employees are evaluated and supported based on performance and potential. Visit our website and learn more about us at

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. At Klaviyo, the partnerships team prides themselves on being marketing and product experts. As a Partner Manager II, you will be responsible for building a long term, deep, and mutually-beneficial relationship with Klaviyo's marketing agency and systems integrator partners. You will leverage strong consultative skills to understand your partners' business model and growth strategy so that you can identify ways Klaviyo can help them (and their clients) grow. In this role you are responsible for managing relationships with Klaviyo partners, articulating the value of Klaviyo, differentiating Klaviyo from other solutions, managing business development opportunities (and co-selling) to/from your partners, driving co-marketing alongside the ecosystem marketing team, acting as a thought leader in our space, and coaching your partners on how to grow their business, including their profitability, with Klaviyo. How you'll make a difference: • Become a trusted advisor to the 30 partner relationships you manage with key leaders & decision makers at these orgs + build relationships with those managing front line teams working with Klaviyo., • Develop technical knowledge of the Klaviyo product and understand how your partners can take advance use cases to market, • Build and manage a lead referral pipeline with your partner portfolio., • Work to understand a partner's organization structure and business goals., • Develop a long-term strategy with your partner to help them meet their business goals alongside Klaviyo., • Act as a consultant to help our partners build or optimize their offerings around Klaviyo., • Become a product expert on Klaviyo and adept at presenting how Klaviyo services and software can help a partner improve their business., • Be comfortable operating with and exceeding revenue-focused goals., • Bring your creative thinking, strategies, and ideas to advance Klaviyo's values, build our culture, and execute on our vision for the future., • Have an opportunity to own projects and collaborate with a highly driven team to create new partner enablement and process., • Drive co-marketing with our partners., • Are adept at influencing and relationship building., • Have partnerships, sales, or account management experience., • Have largely worked on accounts in the SMB/MM/Enterprise customer segment and can thoughtfully reference those experiences and relationships., • Learning about a new product offering excites you!, • Comfortable presenting product led discussions and demo'ing the Klaviyo product to your partner network., • Are thoughtful, engaging, and energetic., • Obsessed with understanding your customer or partner., • Comfortable operating independently., • Comfortable presenting in large groups & showcasing yourself as a thought leader in our industry., • Proactively solicit and act on feedback from your customers, partners, and peers., • Are excited to be a part of and have an impact on a rapidly-growing, profitable startup., • Have a positive outlook and excellent written and verbal communication skills., • Have 3-4 years of SaaS account management, channel and/or sales experience., • Work collaboratively with enablement, CS, Marketing and Product to introduce and educate agency partners on new enhancements to Klaviyo's platform., • Bring your thinking, strategies, and ideas to advance our company's values, unique culture, and vision for the future. #LI-CR1 #LI-Hybrid Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$130,900—$177,100 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The role is within the Investment Department's Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm's regional advisor teams and report to the Sr. Director, Investment Strategy. Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm's investment department and as such are expected to provide expert insight into the firm's investment philosophy, processes, and platform primarily to advisors and HNW clients. Essential Job Functions for Investment Strategists will include: • Work in close partnership with clients' financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients, • Represent and provide expert insight into the firm's investment philosophy, processes, and platform to local advisor teams and HNW clients, • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams, • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm's compliance and investment department requirements., • Engagement in industry associations, events and research to stay on top of trends and developments, • 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm, • MBA or CFA a plus, • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus, • Strong quantitative skills preferred, • Exceptional client communication skills, both written and verbal, • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States, • Strong team player with a commitment to collaboration and teamwork Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $150,000—$180,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionNRTC is Member Driven and Technology Focused – providing solutions that help our 1,500 electric and telephone members bring all the advantages of today’s evolving technology to rural America. NRTC’s solutions are developed specifically to meet the needs of rural utilities and their customers, and include integrated broadband, managed services, smart grid, mobile solutions. We are a dynamic, growing cooperative with more than 800 employees operating out of eight office locations. Job Summary We are looking to add experienced staff to our Smart Grid team to help our utility cooperative members develop smart grid technology roadmaps. Our approach is to educate and support our members as we work with them through a consultative process. The Power Systems Advisory Engineer supports NRTC member electric cooperatives by providing practical engineering insight, planning support, and implementation guidance that complements NRTC’s smart grid advisory services. This role helps cooperatives translate strategy into action by supporting system studies, planning activities, and project execution while recognizing the operational realities and resource constraints common across the cooperative network. This position operates in a dynamic environment, working across multiple member cooperatives and partnering closely with NRTC advisory teams to deliver exceptional member value. Responsibilities • Serve as a trusted engineering advisor to member cooperatives by clarifying objectives, understanding operational constraints, and translating needs into practical engineering approaches and phased roadmaps, • Lead discovery conversations with engineering, operations, and leadership stakeholders to define problems, constraints, decision criteria, and success measures; document findings in clear, action-oriented summaries, • Communicate complex technical concepts in decision-ready language for both technical and non-technical audiences, including executive-level briefings and board-ready materials, • Execute and/or review distribution planning and power system studies, including protection and coordination, arc-flash, fault duty, voltage management and optimization, and power quality assessments, with clear mitigation recommendations, • Develop study scopes, assumptions, and methodologies that reflect cooperative realities and align recommendations with implementable next steps, • Provide distributed generation and interconnection planning support, including screening, system impact evaluations, and mitigation options for generators, batteries, and behind-the-meter resources., • Support the development and improvement of member DG processes by creating repeatable engineering screens, standard work, data requirements, timelines, and templates, • Lead reliability and system modernization planning, including feeder improvement concepts, device strategies (reclosers, sectionalizers, DA devices), and integration considerations for SCADA and field automation, • Partner with member teams to translate reliability goals (e.g., SAIDI/SAIFI) into prioritized, fundable portfolios of projects and operational improvements, • Contribute to wildfire risk mitigation planning by aligning engineering approaches to risk reduction outcomes, coordinating with internal advisory resources and external partners as needed, • Provide owner’s engineer support on select projects, including design and study reviews, validation of assumptions, procurement/specification input, and implementation oversight, • Own end-to-end delivery of assigned projects, including scoping, scheduling, internal coordination, quality assurance, and timely completion of deliverables, • Produce high-quality, defensible technical deliverables such as models, memoranda, reports, and diagrams suitable for reuse and audit, • Support development and refinement of engineering service offerings through standard scopes, estimating tools, reusable templates, and “starter packages” that improve consistency, utilization, and speed to launch, • Identify opportunities to extend or deepen member engagements and coordinate with advisory teams to support continuity from assessment through planning, engineering, and implementation, • Strong knowledge of electric distribution system planning, including load forecasting, circuit performance, voltage and reactive power management, capacity constraints, and contingency analysis, • Experience performing and/or reviewing power system studies such as load flow, short circuit, protection and coordination, and reliability or resiliency assessments, • Working knowledge of distributed energy resources (DER) and distributed generation (DG) integration, including interconnection screening, system impact evaluation, mitigation strategies, and hosting capacity–style approaches, • Familiarity with grid modernization and field automation concepts, including distribution automation devices and SCADA considerations, • Proficiency in distribution system modeling and analysis tools and the ability to apply results to real‑world operational and planning decisions, • Ability to structure, document, and defend engineering analysis, including defining assumptions, validating data, and clearly explaining results, • Strong advisory skills, including the ability to lead discovery, diagnose root causes, and translate ambiguous issues into well‑defined engineering problems, • Ability to develop and communicate multiple solution options with clear tradeoffs related to cost, risk, timeline, and operational impact, • Excellent written and verbal communication skills, with the ability to convey complex technical concepts to both technical and non‑technical audiences, • Ability to self‑manage and support multiple member utilities in a shared‑services or remote environment while delivering high‑quality, defensible work productsMinimum Education and Experience, • Bachelor of Science in Engineering from an ABET‑accredited institution or equivalent combination of technical education and relevant experience required, • Six (6) or more years of experience working with electric utilities; experience with electric cooperatives strongly preferred, • Professional Engineer (PE) license preferred, • Demonstrated proficiency with engineering modeling software and Microsoft Office tools, • Proven experience applying engineering expertise in a client‑facing, advisory, or shared‑services contextPhysical Demands, • Work is typically performed in a remote office setting #zr Powered by JazzHR 0Uc7FKr9bA Company DescriptionNRTC – Member Driven and Technology Focused NRTC provides solutions that help our 1,500 electric and telephone members bring all the advantages of today’s evolving technology to rural America. NRTC’s solutions are developed specifically to meet the needs of rural utilities and their customers, and include integrated smart grid solutions, advanced metering networks, next-generation energy, grid intelligence, broadband, managed services, mobile and video. We are a dynamic, growing cooperative with more than 800 employees operating out of eight office locations. We are looking to add experienced staff to our growing company to help our rural cooperative members develop their technology. Our approach is to educate and support our members as we work with them through a consultative process. Mission NRTC provides solutions that help our telecommunications and electric members bring all of the advantages of today’s evolving technology to rural America Vision We will be our members’ most trusted technology partner Values Our members are our reason for being We put the needs of our members first. We focus on delivering impactful solutions to them. Our team is the foundation of our success We trust each other. We cooperate with each other. We unite to accomplish our goals together. Our passion is supporting rural communities We are dedicated to our members and the communities they serve. IDEA Committee At NRTC, we are committed to Inclusion, Diversity, Equity and Awareness in the broadest sense to honor our company values. We believe an inclusive work environment provides an atmosphere that allows all employees to attain their greatest potential and achieve the greatest benefits for our Members. The IDEA Committee is committed to furthering a supportive and welcoming workplace environment in which employees of all backgrounds and demographic characteristics can productively and cohesively work together. Total Rewards We are proud to offer our employees an appealing total rewards package including competitive pay and a matching 401(k) plan, along with medical (with HSA contributions from NRTC), dental, vision, and short/long term disability insurance. We also offer 12 paid company holidays, paid-time off and paid training, as well as an employee assistance program, discounted wireless plan, and so much more. Growth and Development At NRTC, we pride ourselves in promoting from within and developing careers through our mentorship, Educational Assistance programs, NRTC University webinars, and a learning management platform. Most of our positions are posted internally first, where we give our existing employees the opportunity to elevate their careers. NRTC also provides a mentorship program that helps employees find experienced mentors who can lead them on their professional journeys. Our educational assistance program offers an annual reimbursement of up to $5,250 per calendar year for educational costs to promote professional growth with continued education outside of NRTC. Monthly NRTC University webinars are hosted to educate our employees on other business units and departments. NRTC provides a robust learning management platform including thousands of courses for continued self-education. Transparent Leadership Our Executive and Senior Leadership Teams provide frequent updates with our quarterly “All Hands Meetings” both company-wide and within each one of our four business units. These meetings consist of important company updates, candid financial information, employee milestones, Employee Excellence Awards, special guests, IDEA updates and on-the-spot employee Q&A. To help encourage open communication, feedback and discussions, NRTC leadership also has an “open door policy,” and conducts numerous employee surveys which allows our employees to help shape the culture and future of NRTC.NRTC – Member Driven and Technology Focused \r\nNRTC provides solutions that help our 1,500 electric and telephone members bring all the advantages of today’s evolving technology to rural America. NRTC’s solutions are developed specifically to meet the needs of rural utilities and their customers, and include integrated smart grid solutions, advanced metering networks, next-generation energy, grid intelligence, broadband, managed services, mobile and video. We are a dynamic, growing cooperative with more than 800 employees operating out of eight office locations. We are looking to add experienced staff to our growing company to help our rural cooperative members develop their technology. Our approach is to educate and support our members as we work with them through a consultative process. \r\n\r\nMission\r\nNRTC provides solutions that help our telecommunications and electric members bring all of the advantages of today’s evolving technology to rural America\r\n\r\nVision\r\nWe will be our members’ most trusted technology partner\r\n\r\nValues\r\nOur members are our reason for being\r\nWe put the needs of our members first.\r\nWe focus on delivering impactful solutions to them.\r\n Our team is the foundation of our success\r\nWe trust each other. We cooperate with each other.\r\nWe unite to accomplish our goals together.\r\n Our passion is supporting rural communities\r\nWe are dedicated to our members and the communities they serve.\r\n\r\nIDEA Committee\r\nAt NRTC, we are committed to Inclusion, Diversity, Equity and Awareness in the broadest sense to honor our company values. We believe an inclusive work environment provides an atmosphere that allows all employees to attain their greatest potential and achieve the greatest benefits for our Members. The IDEA Committee is committed to furthering a supportive and welcoming workplace environment in which employees of all backgrounds and demographic characteristics can productively and cohesively work together. \r\n\r\nTotal Rewards\r\nWe are proud to offer our employees an appealing total rewards package including competitive pay and a matching 401(k) plan, along with medical (with HSA contributions from NRTC), dental, vision, and short/long term disability insurance. We also offer 12 paid company holidays, paid-time off and paid training, as well as an employee assistance program, discounted wireless plan, and so much more.\r\n\r\nGrowth and Development\r\nAt NRTC, we pride ourselves in promoting from within and developing careers through our mentorship, Educational Assistance programs, NRTC University webinars, and a learning management platform. Most of our positions are posted internally first, where we give our existing employees the opportunity to elevate their careers. NRTC also provides a mentorship program that helps employees find experienced mentors who can lead them on their professional journeys. Our educational assistance program offers an annual reimbursement of up to $5,250 per calendar year for educational costs to promote professional growth with continued education outside of NRTC. Monthly NRTC University webinars are hosted to educate our employees on other business units and departments. NRTC provides a robust learning management platform including thousands of courses for continued self-education. \r\n\r\nTransparent Leadership\r\nOur Executive and Senior Leadership Teams provide frequent updates with our quarterly “All Hands Meetings” both company-wide and within each one of our four business units. These meetings consist of important company updates, candid financial information, employee milestones, Employee Excellence Awards, special guests, IDEA updates and on-the-spot employee Q&A. To help encourage open communication, feedback and discussions, NRTC leadership also has an “open door policy,” and conducts numerous employee surveys which allows our employees to help shape the culture and future of NRTC.

Job Description Crusoe is on a mission to accelerate the abundance of energy and intelligence. As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack — from electrons to tokens — to power the world's most ambitious AI workloads. When you join Crusoe, you join a team that is building the future, faster. We're in the midst of the greatest industrial revolution of our time. The demand for AI compute is boundless, and power is a bottleneck. We're solving that — with an energy-first approach that makes AI infrastructure better for the world and faster for the people innovating with AI. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. If you want to do the most meaningful work of your career, help our customers and partners advance their AI strategies, and be part of a high-performing team that believes in each other, come build with us at Crusoe. About this Role Join Crusoe's Finance team, reporting to the Senior Director, Finance, and sit at the intersection of operational finance, strategic, and long-range planning for one of the most consequential offerings in Crusoe’s portfolio.. You will serve as a dedicated Finance Business Partner to the Vice President, Manufacturing, driving profitable growth, enhancing operational efficiency, and providing the analytical firepower to guide strategic decision-making.We're seeking a commercially-minded and results-driven finance leader who is inspired to challenge the status quo and act as a co-pilot in steering the business towards its financial goals. This role will grow a small team of 1-2 analysts, but will begin and likely continue as a roll-up-your-sleeves contributor who is energized by building the frameworks and analysis to directly influence the financial trajectory of the business line and shape its long-term success. What You'll Be Working On: * Financial Advisory: Act as the primary financial advisor to the Vice President, Manufacturing, providing data-driven insights on strategic and operational decision; provide robust financial modeling and scenario analysis for new initiatives, capacity planning, customer profitability, and market expansion * Strategic Financial Modeling: Lead financial modeling and analysis to support the ramp, expansion, and commercialization of Crusoe Spark™ modular AI factories * Driver-Based Analysis: Translate operational drivers (e.g., production efficiency, utilization, operational uptime) into P&L impacts and actionable recommendations * Performance Management Reporting: Lead monthly and quarterly financial reviews, budget & forecast variance analysis, and build clear, actionable performance narratives for Exec, Board, and Investor materials * Profitability and Efficiency Initiatives: Proactively identify risks & opportunities to improve margins and operational efficiency, partnering with operational teams to develop improvement plans. * Planning & Forecasting: Own annual budget, monthly forecast and long-range planning processes, collaborating closely with department heads to ensure financial plans are ambitious, actionable, and aligned with corporate targets * Cost Accounting & Product Costing: Partner with Accounting to ensure accurate standard costing, variance analysis, and inventory valuation; deliver insights on cost drivers to support margin management and investment decisions * Cross-Functional Leadership: Liaise across Finance, Accounting, Treasury, and Shared Services to meet reporting and control standards * Process & Control Integrity: Ensure compliance with corporate policies, internal controls, and audit requirements What You’ll Bring to the Team: * Industry Experience: 8+ years of progressive finance experience, with at least 3 years in a manufacturing, hardware, or capital-intensive infrastructure environment. Experience in vertically integrated hardware, AI compute, or data centers is a strong plus. * Financial Mastery: Demonstrated expertise in strategic financial modeling, long-range planning, and capital investment analysis—including NPV, IRR, scenario modeling, and sensitivity analysis. * Strategic Growth: Proven experience building business cases and investment frameworks for new product lines, geographic expansion, or large-scale capital programs in high-growth environments. * Operational Finance: Strong command of manufacturing cost accounting, unit economics, and the development of operational KPIs to track business health. * Advanced Tooling: Exceptional financial modeling skills with advanced Excel proficiency. Experience with FP&A tools such as Anaplan, Adaptive, or equivalent systems is highly valued. * Executive Communication: Ability to translate complex quantitative analysis into clear, actionable strategic recommendations for executive and cross-functional audiences. * Cross-Functional Partnership: A proven track record of acting as a strategic partner to non-finance leaders (Operations, Engineering, Product) to drive measurable business outcomes. * Leadership Potential: Experience or a demonstrated ability to mentor, grow, and develop a high-performing team over time. * Education & Credentials: MBA or equivalent advanced degree preferred; CFA or CPA is a plus but not required. * Location & Travel: Based onsite in Arvada, CO 3-4 days per week. If based in San Francisco, travel of 40-50% is required to support Arvada operations. Bonus Points: * Experience working in a vertically integrated company, understanding the interplay between manufacturing/development and commercial operations. * Strong project management and cross-functional leadership track record. Benefits: * Competitive compensation and equity packages * Restricted Stock Units * Paid time off, paid holidays & leave of absence programs * Comprehensive health, dental & vision insurance * Employer contributions to HSA account * Paid parental leave * Paid life insurance, short-term and long-term disability * Professional development & tuition reimbursement * Mental health & wellness support * Commuter benefits (parking & transit) * Cell phone stipend * 401(k) Retirement plan with company match up to 4% of salary * Volunteer time off * Global travel insurance & emergency assistance * Daily meals allowance * Additional perks & programs specific to location Compensation Range Compensation will be paid in the range of up to $160,00 -$200,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: • Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, • Learning advanced planning strategies, • Build book of ultra-high-net-worth clients, • Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, • Answering general informational estate planning questions from clients and advisor teams, • Serving as an in-house resource in estate planning to wealth management teams nationwide, • Remaining current with related estate, trust, and tax legislation nationwide, • Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary, • Mentor and coach Estate Planning Strategists, • Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring, • Other duties, as assigned Knowledge, Skills, and Abilities: • Juris Doctor (JD), • Licensed to practice law in at least one state, • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients, • 4-8 years legal experience in estate planning preferred, • Ability to travel up to 25% Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $136,000—$160,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description REPORTS TO: President FLSA STATUS: Exempt SUMMARY: The Director of Finance at this high growth project-based business oversees all aspects of the company's financial operations and serves as the financial advisor and business partner to the President and the senior leadership team. This position also works closely with the ownership group's Finance team to ensure compliance with accounting policies and reporting requirements. The Director of Finance is part of the senior leadership team and will oversee the accounting team's performance, growth, and development, as well as focus on strategic, high-level financial planning, cash flow management, and business growth. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Oversee all aspects of Finance and Accounting operations, including financial reporting, forecasting, budgeting, financial analysis, cash management. * Develop and present timely and accurate monthly financial results and analysis to the management team including project financial reporting. * Responsible for Treasury including liquidity, cash flow and cash forecasting, financial risk, and banking relationships. Ensure compliance with any debt covenants. * Drive and prepare the annual budget in close collaboration with the management team and ownership group. * Manage annual financial audits, overseeing and managing the outside audit firm to ensure timely completion. * Coordinate insurance and tax compliance in coordination with the ownership group. * Ensure compliance with GAAP, tax regulations, and internal controls. * Support fundraising activities, including investor presentations, data room preparation, and deal management. * Establish work center rates based on annual budget to include fixed OH, variable OH, and establish SG&A rates for direct and indirect labor. Analyze and direct all cost accounting procedures to ensure compliance with the Federal Acquisition Regulations (FAR). * Review and assess regular transactions, investments, and business opportunities affecting the company's financial performance. * Ensure accurate accounting records and monthly reconciliation of balance sheet accounts. * Identify and implement process improvements to enhance financial reporting and operational efficiency. * Collaborate with department heads to align financial goals with business strategy. * Lead, mentor, and develop the finance/accounting team SUPERVISORY RESPONSIBILITIES: This position manages a Senior Accountant and the relationship with a Virtual Controller. EDUCATION and/or EXPERIENCE: * Bachelor’s degree in Accounting, Finance, or related field. * CPA or MBA preferred. * 10+ years of progressive finance and accounting experience, with at least 3 years in a leadership role. * Experience in investor engagement and due diligence processes. * Experience working in a project-based business with percent complete/earned value accounting. * Experience with government contracts required. * Experience with CAS Compliance, FAR, DFAR and GSA preferred. * Expertise with ERP-based accounting systems. SKILLS and ABILITIES: * Strong analytical, organizational, and communication skills. * High integrity, professionalism, and ability to influence across all levels. * Strong understanding of GAAP, financial modeling, and cost accounting in a project-based business. * Proven success in FP&A, accounting operations, and financial reporting. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand and use hands to finger, handle, or feel. The employee is occasionally required to walk and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception, and ability to adjust focus. CERTIFICATES, LICENSES, REGISTRATIONS, OTHER: MUST BE A US CITIZEN - In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. ATG is unable to sponsor or take over sponsorship of an employment Visa at this time. Why join us? We take care of our people with: * Competitive salary * 120 hours of PTO and 8 paid holidays * Health, dental, and vision insurance * Life and disability coverage * HSA/FSA options * 401k match * Wellness programs * Learning, growth, and development programs We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Compensation Range: $150K - $190K

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. Professional Services team members are critical to our customers' success. They combine enterprise-grade project ownership, deep Klaviyo and martech expertise, and consultative engagement skills to deliver high-impact implementations and strategic technical solutions for complex customers. They lead scoped, post-sales engagements, shaping how work is delivered and scaled. In this role, you will: • Own strategic customer engagements end-to-end, from shaping delivery in partnership with Sales to driving successful implementation and long-term adoption alongside Customer Success and Partner teams., • Operate as a senior individual contributor who is trusted by customers and internal stakeholders to lead through complexity, influence at the executive level, and consistently deliver measurable outcomes for enterprise accounts., • Combine strong delivery/project leadership with technical depth and solution design. How You'll Make a DifferenceCore Responsibilities Shape and scope strategic engagements • Assist in defining Statements of Work (SOWs) that clearly articulate scope, deliverables, timelines, dependencies, and success metrics for complex technical engagements, ensuring alignment between customer goals and Klaviyo delivery capabilities., • Lead consultative conversations with customers to clarify business objectives, identify risks, and translate desired outcomes into actionable technical implementation plans. Lead strategic technical engagements • Serve as the owner for key technical phases of the customer journey, ensuring projects are delivered on time, on budget, and in line with agreed outcomes., • Build strong stakeholder relationships and communicate effectively with internal and external stakeholders to maintain visibility, accountability, and momentum toward customer goals., • Anticipate risks, build mitigation strategies, and adjust plans to keep enterprise projects on track. Act as a strategic advisor and subject-matter expert • Become a deep expert in the Klaviyo platform and surrounding martech ecosystem, from data models and integrations to messaging channels (Email, SMS) and CDP use cases., • Translate customer business goals into technical and operational solutions that leverage platform capabilities and best practices., • Educate and enable internal teams and customer stakeholders, becoming the go-to resource for complex questions, best practices, and solution tradeoffs. Drive repeatable, scalable solutions and continuous improvement • Approach engagements with a highly analytical mindset - solving for the specific customer first, then identifying patterns and codifying repeatable solutions or feeding insights to internal product and engineering teams., • Contribute to internal initiatives and process improvements that elevate overall Professional Services delivery quality and consistency., • Maintain excellent operational hygiene by regularly updating tools and systems (e.g., project status, risks, timesheets) without management reminders., • Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up. Lead through influence and mentorship • Demonstrate executive presence and the ability to articulate solution tradeoffs, securing buy-in from technical and non-technical stakeholders across all organizational levels., • Provide informal coaching and mentorship to peers, sharing best practices and supporting skill development across the team. Technical Solution Leadership • Serve as an ongoing technical advisor for enterprise customers, translating business goals into robust technical designs that align with objectives and industry best practices., • Take full ownership of technical deliverables and their project milestones, collaborating with customer teams and internal teams to ensure high-quality outcomes., • Use your technical expertise to design and prototype tailored and scalable solutions for internal and external projects., • Quantify and communicate business cases for product enhancements, using evidence from customer usage to inform roadmap discussions for enterprise needs., • Act with urgency and precision to troubleshoot complex technical issues, ensuring customers receive best-in-class support during critical moments. Who You Are Experience • 4+ years in SaaS Professional Services, implementation, solution consulting, or similar customer-facing technical roles, with a track record of leading enterprise-level projects or solutioning., • Proven success working with multiple stakeholders across diverse teams and departments in complex, often global, environments. Consultative & Commercial Acumen • Comfortable articulating how Professional Services accelerate time to value and business impact., • Adept at balancing technical depth with commercial clarity, ensuring proposed engagements are both feasible to deliver and impactful for customers. Domain & Technical Skills • Hands-on experience with modern web development languages/frameworks (eg. HTML, CSS, JavaScript) and general-purpose programming languages (eg. Node, Python), and a proven ability to learn new languages and technical concepts with minimal guidance., • Strong understanding of the martech landscape and surrounding technologies, including Email, SMS/Mobile, and how to leverage a CDP for advanced use cases., • Demonstrated familiarity with APIs, webhooks, and integrating SaaS platforms into complex enterprise tech stacks; able to guide customers toward best-practice architectures., • You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient. Leadership & Collaboration • Demonstrated executive presence and ability to engage, influence, and align C-level and senior stakeholders., • Excellent communicator across written, verbal, and virtual channels, able to convey and translate technical and marketing concepts to a range of audiences (project managers, marketers, developers, executives)., • A strong collaborator with a positive attitude, curiosity, and eagerness to learn, who thrives in a rapidly changing environment., • Experience acting as a technical advisor or architect for complex implementations, especially in martech, CDP, or B2C CRM contexts. Working Style • Proactive, resourceful problem-solver who takes ownership and drives solutions forward autonomously., • Consistently maintains operational rigor (status updates, risks, time tracking) without management reminders. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$112,000—$168,000 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale. This role owns coaching module development, field interaction tracking, Business Insights partnership, and integration of advisor platforms — including Opportunity Engine 2.0 and Aspen — into the program's behavioral framework. The Program Manager is the connective tissue between the field team and the dedicated Business Insights analyst, ensuring that reporting is timely, relevant, and translated into program action. Approximately 75% of this role is program operations and build; 25% is direct collaboration with field team members and cross-functional partners. Essential Job Functions for this role include: Curriculum Development & Content Management • Build and maintain coaching modules, advisor field guides, and program playbooks across all four Relationship Expansion offerings — translating The Mercer Way behavioral framework into structured, repeatable learning content., • Own version control and distribution of all program materials; ensure content is current, accurate, and field-ready at all times., • Develop and iterate on advisor-facing tools including conversation frameworks, opportunity one-pagers, and session preparation guides., • Support onboarding content development for M&A-integrated advisors entering the Relationship Expansion programs. Field Interaction Tracking & Pipeline Support • Manage the record of all advisor and Managing Partner engagements across active markets — session notes, follow-up actions, and outcome tracking — ensuring continuity between touchpoints., • Prepare advisor session briefs for the Senior Director and Director of Field Development ahead of market activation engagements, compiling opportunity data, practice context, and prior session notes., • Maintain engagement logs and pipeline status across all active markets; surface patterns and gaps to the field team on a regular cadence., • Coordinate scheduling and logistics for market activation sessions across all three divisions. Business Insights Partnership & Reporting • Serve as the primary liaison between the field team and the Business Insights analyst dedicated to SOW and Relationship Expansion reporting., • Define reporting needs with the BI analyst; interpret opportunity data outputs and translate them into actionable intelligence for the Senior Director and Director of Field Development., • Manage delivery of scheduled and ad hoc program reporting — including market engagement health, pipeline volume, conversion tracking, and advisor activity metrics., • Identify where reporting gaps or data quality issues are affecting program decisions and escalate to the BI analyst with clear requirements. Platform Integration & Tools • Ensure Opportunity Engine 2.0 and Aspen enhancements are connected to the program's behavioral strategies — so platform updates reinforce The Mercer Way rather than create friction against it., • Serve as the program team's point of contact for technology integration questions related to advisor-facing platforms, coordinating with the technology team as needed., • Maintain and iterate HTML-based field tools (intake forms, market view tools, session trackers) used by the field team., • Identify opportunities to improve the advisor and Managing Partner experience through better tool design or platform integration. Program Improvement & Operations • Capture learnings from field interactions, identify patterns across markets, and drive continuous improvement to program materials and activation approach., • Document program processes and maintain operational runbooks so the program can scale without requiring institutional knowledge held by any single individual., • Support the Senior Director in preparing internal communications, leadership updates, and program performance summaries. Knowledge, Skills, and Abilities: • Experience: 3–5 years in program management, financial services operations, advisor enablement, or a related field. Experience supporting a field-facing team or advisor development program strongly preferred., • Content Development: Demonstrated ability to build structured learning content, playbooks, or program curricula. Strong written communication skills — able to translate complex advisory concepts into clear, field-ready language., • Data & Reporting: Comfortable working with BI outputs and data reporting tools. Ability to interpret opportunity data and translate into program recommendations. Experience with Power BI or equivalent a plus., • Platform Familiarity: Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred. Comfort with web-based tools; familiarity with HTML or structured content formats a plus., • Organizational Skills: Highly detail-oriented and systems-driven. Able to manage multiple active markets and workstreams simultaneously without losing accuracy or follow-through., • Collaboration: Effective cross-functional partner — able to work across BI, technology, and field teams with clarity and accountability., • Adaptability: Comfortable operating in a growing, evolving program environment where processes are still being built. Ownership mindset — sees gaps and closes them without being asked., • Education: Bachelor's degree from an accredited institution required. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/12/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $106,250—$125,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: • Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance, • Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance, • Answering general informational estate planning questions from clients and advisor teams, • Serving as an in-house resource in estate planning to wealth management teams nationwide, • Remaining current with related estate, trust, and tax legislation nationwide, • Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring, • Other duties as assigned Knowledge, Skills, and Abilities: • Juris Doctor (JD), • Licensed to practice law in at least one state, • Ability to interpret and convey estate planning topics to Wealth Management teams and clients, • 0-3 years legal experience in estate planning preferred, • Ability to travel up to 25% Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $97,750—$115,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. About the Opportunity At Klaviyo, the Sales team prides themselves on being marketing and product experts. While most companies hire pre-sales Solutions Engineers to just give demos, fill out questionnaires, and only explain setups, that makes us yawn. We're looking for a Solutions Engineer who brings deep technical mastery, strategic thinking, and the ability to own the most complex, high-stakes Mid-Enterprise deals. This is a high-impact individual contributor role for someone who gets energized by ambiguity, rolls up their sleeves to master our product at a molecular level, and uses AI and automation to punch above their weight. As an SE, you'll be a trusted advisor to both customers and our sales organization - leading technical strategy in 6-7 figure deals, owning solution design, and setting the standard for SE excellence through your work What We Do as Solutions Engineers We're technical sellers who drive revenue by winning complex deals. Our job is to lead the technical win - building champions, proving value, and ensuring prospects choose Klaviyo over the competition. We work directly with customers to architect solutions that integrate seamlessly into their tech stacks, taking a consultant-first approach that builds confidence and secures technical buy-in. Beyond closing deals, we use customer engagements as opportunities to prototype and ship improvements to Klaviyo. Recent team projects include: AI-powered demo data generators, a public Chrome extension for troubleshooting API calls, web SDK injectors, and templatized mobile apps for showcasing our SDK capabilities. If you're a creator excited by winning high-stakes deals, prototyping technical solutions, and driving strategic revenue outcomes - this could be for you. How You'll Make a DifferenceLead the Technical Win in High-Stakes, Complex Deals • Own technical strategy for the most complex opportunities - navigating multi-layered stakeholder environments, competitive pressures, and sophisticated buying processes with minimal oversight, • Drive advanced technical discovery, uncovering nuanced pain points and proactively identifying differentiation opportunities, • Host technical workshops aligning solutions to business outcomes with executive presence and strategic communication, • Architect and execute Proof of Value plans that achieve technical selection over competition, • Partner with AEs on deal strategy, bringing competitive intelligence and industry expertise to influence outcomesBring Subject Matter Expertise and Industry Leadership, • Serve as a domain expert in marketing technology, CDPs, AI-driven personalization, analytics, and eCommerce, • Act as go-to resource for competitive and industry landscape questions, • Build strong R&D relationships, actively collaborating to drive positive outcomes and shape Klaviyo's roadmap Develop broad, advanced familiarity with web development, APIs, cloud computing, and software development practices - confidently coaching experienced engineers on complex solutions Leverage AI tools and automation to scale your impact and deliver better customer outcomes Prototype solutions and build proof-of-concepts that demonstrate Klaviyo's differentiation Who You AreRequired: • 4+ years in Solutions Engineering or Pre-Sales - with 4+ years leading technical strategy in high-complexity Enterprise deals (6-7 figures) with minimal oversight, • 4+ years across modern development stacks: Python, JavaScript frameworks (Node.js, React), RESTful APIs, SQL, mobile development exposure, • Familiarity with AI-assisted development tools (Codex, Claude Code) and emerging patterns like MCP, • Strong domain knowledge in marketing automation, CDPs, eCommerce systems, analytics, or data engineering, • Advanced discovery and requirements gathering skills - navigating multi-layered stakeholder environments, • Executive presence and exceptional communication - impressing prospects from executive to developer level, • Demonstrated ability to handle challenging conversations, manage objections, and deliver strategic insightsWhat Sets You Apart:, • You've used AI to scale effectiveness - automation, research, solution design, or development, • You bring deep competitive intelligence and know the landscape intimately, • You've built strong R&D relationships and drive outcomes through influence without authority, • You roll up your sleeves - you dig in, figure it out, and become the expert, • You've elevated team performance through your example and enablement contributions We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025. Please see the independent bias audit report covering our use of Covey here Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations:$118,400—$177,600 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).

Job Description Senior Infrastructure & Network Platform Engineer Job Summary: This role is intended for a senior, hands‑ on infrastructure engineer with strong enterprise networking depth, balanced by ownership of cloud/server platforms and modernized IT operations. The RE/MAX, LLC Enterprise IT Operations is seeking an experienced, hands-on Senior Infrastructure & Network Platform Engineer with deep expertise across enterprise networking, enterprise cloud and SaaS platforms, and traditional IT infrastructure operations within large‑scale enterprise environments. The engineer plays a critical role in infrastructure strategy, technical standards, automation, and operational reliability, spanning networking, compute, identity, and core enterprise services. This position partners closely with Security, Compliance, and IT Operations teams to improve system availability, security posture, and user experience through thoughtful architecture, disciplined operations, and continuous improvement. The role also serves as a technical mentor and standards leader within Infrastructure Operations. Essential Functions: Architecture & Design • Architect and evolve multi-cloud and hybrid enterprise networking, including routing, segmentation, and secure traffic flows across global offices, WAN and internet connectivity, and secure remote access using ZTNA- and SASE-aligned architectures., • Lead design and operational practices for network services such as DNS, DHCP, load balancing, and supporting infrastructure services for enterprise applications., • Deploy and maintain wireless (Wi-Fi) networking solutions, including coverage planning support, performance tuning, security controls, and user experience optimization across office locations., • Design and administer enterprise IT Operations services including identity and access management, email security and routing, and productivity platforms, partnering with Security on policy design and enforcement., • Monitor and report on the performance, availability, and health of network, server, and platform infrastructure services, • Lead advanced troubleshooting and root‑cause analysis for complex, cross‑domain infrastructure issues spanning networking, compute, identity, and core services., • Automate operational workflows using workflow automation and scripting techniques to improve reliability, consistency, and operational efficiency across environments., • Lead platform design considerations for availability, scalability, patching, lifecycle management, and disaster recovery across infrastructure layers., • Create and maintain architecture documentation, configuration standards, and technology roadmaps., • Mentor IT Operations staff, promote best practices, and contribute to a collaborative, high-performing engineering culture., • Bachelor’s degree in information technology or a related technical field, plus 8+ years of relevant experience, or equivalent practical experience., • Strong experience designing and supporting enterprise infrastructure platforms, including networking, servers, and hybrid cloud environments., • Advanced expertise in enterprise networking, including routing, switching, segmentation, VPN, secure remote access, and multi‑site connectivity., • Strong experience with hybrid and multi‑cloud platforms, including AWS and Azure compute, identity integration, and connectivity patterns., • Experience supporting enterprise Wi-Fi in multi-office environments with a focus on security and user experience., • Deep experience with Windows Server environments, including Active Directory, Group Policy, DNS, DHCP, IIS, file/print services, and enterprise troubleshooting., • Strong PowerShell scripting and automation skills to reduce manual effort and improve operational reliability., • Hands-on experience designing or operating ZTNA and SASE architectures., • Experience with IAM, SSO, and MFA platforms (e.g., Active Directory, Okta).• Demonstrated experience mentoring engineers or leading technical initiatives in a complex enterprise environment. Success in this role is demonstrated through well designed, reliable enterprise infrastructure platforms that integrate networking, cloud, and on-premises systems into a cohesive, predictable environment aligned with business and operational needs. Design reliable enterprise infrastructure platforms-premises systems into a cohesive, predictable environment aligned with business and operational needs. Enterprise networking and secure access architectures provide strong security controls and consistent user experiences, enabling employees to work effectively across offices, cloud applications, and remote locations. Cloud and server platforms are stable, scalable, and operationally sound, with clear lifecycle management, effective monitoring, and dependable recovery processes that support critical business workloads. Automation and operational discipline reduce manual effort and risk, allowing infrastructure changes to be executed safely, repeatably, and with minimal disruption. The Infrastructure Operations team grows stronger through clear technical standards, mentoring, and shared ownership, resulting in improved reliability, faster issue resolution, and a more resilient enterprise environment. Salary Range: $118,500 - $130,000 Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the total compensation package. Additional compensation for this position may include annual bonus eligibility or other incentives based on the position. Why REMAX? REMAX Headquarters is located in Denver, CO, in the heart of Denver’s thriving Tech Center. We also offer remote roles for those outside the metro area. Our competitive benefits package includes programs to support your physical, emotional and financial well-being: Stay Healthy • Comprehensive medical, dental, and vision insurance, • Health savings account with employer contribution, • Flexible spending account (medical & dependent care), • Voluntary critical illness, hospital indemnity and accident coverage, • 401(k) plan with generous company match & immediate eligibility, • Free financial advisor service, • Generous paid time off package includes 15 paid holidays and generous PTO, • Hybrid or remote positions and flexible hours, • Monthly home office subsidy, • Paid parental leave benefits, • Paid caregiving, adoption and foster leave benefits, • Monthly ClassPass contribution, • Employee assistance program including free counseling sessions, • Tuition reimbursement program, • Pet insurance discount When you join our team, you are expected to do your best work and help others do the same. We move with urgency. We focus on results. We listen to our customers and build solutions that make their businesses stronger. We value people who take ownership, act with integrity, and push for better every day. Collaboration matters here. So does accountability. When we succeed, we succeed together. We are an equal opportunity employer committed to fair and inclusive hiring practices. Employment decisions are based on qualifications, merit, and business needs, without regard to any legally protected status.

Job Description SUMMARY: The Data Scientist is a high-impact, strategic role responsible for identifying, developing, and deploying data-driven solutions that transform how Hercules Industries operates. This position goes beyond traditional analytics, focusing on driving measurable business value through advanced modeling, insight generation, and business integration. $98,000 - $113,000 per year, DOE The Data Scientist partners with leadership across supply chain, operations, and commercial functions to uncover opportunities, challenge legacy processes, and enable a step-change in decision-making and performance. This role contributes to both incremental optimization and breakthrough innovation that supports long-term enterprise value creation. PURPOSE: Drive enterprise performance by translating complex business challenges into data-driven solutions that improve decision-making, optimize operations, and enable scalable, sustainable competitive advantage. This role contributes to outcomes across forecasting → inventory → operations → performance by embedding analytics into core business processes and building a foundation for a modern, data-driven organization. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. VALUE IDENTIFICATION & PROBLEM FRAMING · Partner with executive and functional leaders to identify high-impact opportunities for data-driven transformation · Translate ambiguous business challenges into structured analytical problem statements · Quantify potential business value (inventory, service, margin, cash flow) · Prioritize initiatives based on strategic importance and return Performance Expectations: · Consistently identifies high-value opportunities aligned with business priorities · Demonstrates strong problem-structuring and critical thinking skills · Connects analytical work directly to financial and operational outcomes ADVANCED ANALYTICS & MODEL DEVELOPMENT · Design, build, and deploy predictive and prescriptive models, including: · Demand forecasting · Inventory optimization (safety stock, EOQ/MOQ, multi-echelon) · Supplier performance and lead time variability · Operational efficiency and throughput optimization · Pricing segmentation and optimization · Estimating tools and economic optimization models · Apply statistical, machine learning, and optimization techniques · Ensure models are scalable, interpretable, and aligned with business realities Performance Expectations: · Develops models that are both technically sound and practically applicable · Balances sophistication with usability and business adoption · Continuously improves model performance and relevance DATA EXPLORATION & INSIGHT GENERATION · Perform exploratory data analysis to identify trends, anomalies, and root causes · Partner with Data Engineering to ensure clean, reliable datasets · Identify and address data gaps and integrity issues · Build datasets and structures for ongoing decision-making Performance Expectations: · Produces actionable insights, not just analysis · Improves data quality and usability over time · Builds reusable data assets that scale across the organization BUSINESS INTEGRATION & DECISION ENABLEMENT · Translate analytical outputs into clear, actionable insights · Embed models into business processes (SIOP, purchasing, planning, inventory) · Drive adoption through usability and alignment with workflows · Support leadership decision-making with data-driven recommendations Performance Expectations: · Drives adoption of analytics into daily operations · Communicates insights clearly to non-technical stakeholders · Ensures solutions are practical and sustainable TRANSFORMATION & INNOVATION · Challenge legacy processes and identify step-change improvements · Lead or support initiatives related to forecasting, inventory, service, and digital enablement · Contribute to building a data-driven culture Performance Expectations: · Actively contributes to transformation initiatives · Identifies opportunities for innovation and disruption · Builds momentum for continuous improvement and change COMMUNICATION & INFLUENCE · Present findings and recommendations to senior leadership · Communicate complex concepts in clear business terms · Influence cross-functional stakeholders to adopt new approaches Performance Expectations: · Effectively communicates with both technical and business audiences · Builds credibility as a trusted advisor · Drives alignment and action across teams KEY PERFORMANCE FOCUS AREAS Performance in this role is measured through contribution to the following areas: · Forecast accuracy and demand planning effectiveness · Inventory performance (turns, working capital, service levels) · Operational efficiency and throughput improvements · Margin expansion and cost optimization opportunities · Data quality, integrity, and accessibility · Adoption of analytics within core business processes WHAT SUCCESS LOOKS LIKE · Measurable business impact across supply chain, operations, and commercial performance · Data-driven decision-making becomes embedded in daily operations · Strong adoption of models and insights across the organization · Continuous pipeline of high-value analytical initiatives · Recognized as a key contributor to enterprise transformation QUALIFICATIONS, EDUCATION AND/OR EXPERIENCE: To perform this job successfully, an individual must be able to perform each of the below essential duties satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability preferred. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. · Bachelor’s degree in data science, Statistics, Mathematics, Engineering, Economics, or related field (Master’s preferred) · 3–7+ years of experience in data science, advanced analytics, or related field · Experience applying statistical modeling, machine learning, and optimization techniques · Experience working with large datasets and data visualization tools · Strong business acumen with ability to translate data into actionable insights · Experience in supply chain, operations, or manufacturing environments preferred · Proficiency in tools such as Python, R, SQL, and data visualization platforms · Strong problem-solving and analytical thinking skills · Ability to manage multiple priorities in a fast-paced environment Why Hercules · Opportunity to make a material impact; your work will matter · Work in a company that is actively transforming and investing in data and analytics · Employee-owned (ESOP), aligning effort with long-term value creation · Right-sized organization: large enough for complexity, small enough for visibility and impact · A culture that values curiosity, problem-solving, and continuous improvement LANGUAGE SKILLS: Ability to effectively communicate with customers and staff to make an accurate assessment of customer needs. MATHEMATICAL SKILLS: Ability to perform basic mathematical calculations required to accurately complete assigned tasks. COMPUTER SKILLS: Intermediate/Advanced computer skills, including Microsoft Office and ability to learn any additional software needed to perform job duties. REASONING ABILITY: Ability to interpret a variety of instructions furnished in oral or written form. Ability to use sound judgment and problem-solving skills. ATTENDANCE DEMANDS: The attendance demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Attendance is required Monday through Friday 8:00 A.M. to 5:00 P.M. or within normal business hours as established by the supervisor. Employee may be required to work overtime, and occasional Saturday’s and Sunday’s. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; walk and stand; use hands, handle, or feel; and required to speak, read, and hear English. The employee frequently is required to reach with hands and arms. The employee is occasionally required to climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include the ability to adjust focus. WORK ENVIRONMENT: The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. · The noise level in the work environment is usually moderate but may be loud on occasion. · This position may on occasion be exposed to extreme weather conditions that may affect a warehouse environment. · This is a fast-paced environment. DISCLAIMER: The preceding job description is designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Hercules Industries is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as a qualified individual with disability, or other legally protected status.

Job DescriptionDescription: Are you passionate about real estate and making a positive impact? If so, Atlas Real Estate might be the perfect place for you to join our team and Learn by Doing, Together. We are a Denver-based, full-service powerhouse with a national reach, seeking a 1099 Real Estate Advisor to join our growing team. Since 2013, we've been guided by a powerful mission: Uplift Humanity Through Real Estate. Think Like an Owner at Atlas, and you can own your financial future by learning how to become a real estate investor. We empower you to shape a career that excites you. Here's why Atlas should be your next career move: • Nationally recognized: With operations across 20 markets in 15 states and more than $3 billion successfully placed for investors. Embrace change and help us disrupt the industry norm and positively impact our community. We experiment, we pivot, we zig when others zag, we push boundaries, embrace bold ideas, and rewrite the script together. Ready to Learn More? Atlas Real Estate, a multi-state residential and investment real estate brokerage, seeks to employ a high-quality 1099 Real Estate Advisor. Recruiting Agency Notice: Atlas Real Estate Group does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Atlas Real Estate Group employees. Accepting applications through MAY 2026. #ZR Requirements: Responsibilities and Duties: Responsibilities: Promote and continuously reinforce the Atlas Culture and Values: • Purpose First > Uplifting Humanity Through Real Estate, • Good for You, Good for Me, Good for Everything, • In Community, • Make it Memorable What we are looking for in our Advisors: • Champion the Atlas Culture: Dive into a vibrant workplace that values innovation, integrity, and dedication. You'll not just work here, but also be a flagbearer of our esteemed culture and values., • Engage & Guide Clients: Become the trusted advisor for your clients. Guide them seamlessly through their real estate journey, turning leads into homeowners., • Master Real Estate Transactions: With us, you'll gain in-depth expertise in all the nuances of real estate contracts, ensuring smooth and successful transactions every time., • Drive with Passion: We're looking for individuals who are self-motivated and hungry for success. If you have the fire to chase goals relentlessly, you're our ideal match., • Sharpen Your Sales Acumen: While experience in sales is a plus, at Atlas, you'll refine your skills and achieve unparalleled mastery in real estate sales., • Be Part of Something Bigger: Regular team meetings ensure you're always in the loop. We believe in collaborative success – your voice matters, and together we soar., • Own Your Role & Elevate the Team: Personal accountability is crucial. Uphold your responsibilities and contribute to the team's collective accountability, ensuring we consistently exceed expectations., • Personalized Coaching: Benefit from continuous coaching and mentorship from our seasoned leadership. We're committed to your growth and success., • Full-Spectrum Support: From mastering scripts to handling transaction management, you'll always have a robust support system backing you., • Warm Leads Delivered: Be on the bleeding edge of new innovative ways to get leads and close them!, • State-of-the-Art Tech: Elevate your client management with access to our cutting-edge CRM and the latest industry technologies., • No Hidden Costs: Say goodbye to desk fees! At Atlas, what you earn is truly yours. Please consider the following split conditions: • Your first SOI transaction is a 50/50 split., • For the next seven deals you complete, the split will be 70/30., • After completing your first SOI transaction plus an additional seven deals, your split will be 90/10 for life. This split does not reset annually., • All deals that use Inventory are 50/50 spilt., • Colorado Real Estate License (or actively working towards one), • Entrepreneurial, • Not afraid to talk to complete strangers, • Good with people, • Knows the city, • Reliable transportation, • Likes to teach, willing to learn, • Familiarity with Microsoft Office and other basic office technology, • High-functioning multi-tasking, • Strong communication skills, • Ability to problem solve, • Systems-oriented, • Strong organizational skills, • Valid driver’s license and reliable transportation, • Must pass a background check #ZR

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified Senior Associates for our Investments & Portfolio Management team, based in either Los Angeles, Denver, or Washington, D.C. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation;, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy;, • Experience managing junior team members on projects;, • Experience and ability to manage multiple projects at any given time under various time frames and constraints; and Estimated annual base salary, depending on experience: $110-135K, plus annual bonus. Our benefits package includes: • Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employee stipend for continuing education and professional development, • Employer-paid family leave after one year of employment, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, in-office walking pads, and healthy snacks supplied in each office location, • Option to participate in FSA, HSA, and 401(k) plan, • Employer contribution to 401(k) annually, • Access to back-up childcare, elder care, pet care, and other in-home resources, • Enjoyment of hosted in-office lunches and social events on a regular basis Equal Opportunity Employer - RCLCO is an EEO Employer who celebrates diversity - Drug-Free Workplace RCLCO is committed to Diversity, Equity, and Inclusion and strives to cultivate a diverse working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description Who are we? Back Office is one of the cutting-edge technology tools that makes up Buyers Edge Platforms Software suite. We dismantle siloed restaurant technology systems and deliver a comprehensive, hospitality-specific software backed by industry experts who guide operators to make faster, more informed business decisions. Independent, multi-location, franchise, and enterprise restaurant groups gain efficiencies and drive profitability through our financial accounting, purpose-built payroll, food cost management, and daily AP automation, all under one roof. Because Back Office was built by restaurant owners, for restaurant owners, it was specifically designed to address the revenue, cost of goods, labor, and compliance concerns that operators face within the industry. Through Back Office, owners gain clear and actionable insights into their performance, empowering them to make data-based operational decisions while leveraging the unique combination of continued education and user-friendly software, right at their fingertips. This position is remotely based with anticipated travel of at least 25% dependent on location. This role offers a competitive base salary with commission potential. We are unable to offer work sponsorship for this role. As an Account Executive specializing in our restaurant software solutions, you will be instrumental in driving new sales and developing strong client relationships within the restaurant industry. Your primary focus will be on showcasing the value of our software and services to restaurant owners and decision-makers, leading them through a sales cycle ultimately winning their business. Your impact: • Sales and Business Development: Employ a consultative sales approach to understand the unique needs of potential clients and present our software solutions as essential tools for enhancing operational efficiency and profitability. Periodically develop leads through outbound sales activities. Carry a quota that is met/exceeded on a monthly basis., • Client Relationship Management: Develop strong relationships with restaurant owners, managers, and stakeholders. Act as a trusted advisor, providing insights on how our software can address their specific pain points and contribute to their success., • Product Demonstrations and Presentations: Conduct engaging and informative product demonstrations to showcase the features and benefits of our restaurant software solutions. Customize presentations to highlight how our technology can streamline accounting and payroll processes and improve overall business operations., • Industry Knowledge and Networking: Stay updated on the latest trends and challenges within the restaurant industry. Attend relevant industry events, conferences, and networking opportunities to expand your knowledge and establish meaningful connections within the market., • Bachelor's degree or relevant experience, • 5+ years of sales closing experience within B2B software sales, preferably within the restaurant industry or related fields. Solid understanding of restaurant operations, payroll, and accounting a plus, • Excellent communication and presentation skills, with the ability to convey technical information in a clear and compelling manner., • Strong negotiation skills and the ability to navigate complex sales cycles. Experience with RFP process a plus. What's in this for you? Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company paid life! On top of this, we also offer a 401(k) plan with company match. Invest in your success. We will provide you with a thorough training and development program; and offer competitive compensation. Live well = Work well. Relax with our Personal Responsibility Paid Time Off policy where you don't have to accrue time off in order to take it! We welcome all. We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Are you looking to combine your passion for technology with your penchant for strategic problem solving? Appian Customer success is obsessed with great customer outcomes. We deliver mission-critical business impact fast, and are directly responsible for partnering with our customers to bring their best ideas to life. Joining the Customer Success team will provide you with the support and growth you need to strengthen and evolve your skills within the consulting field. As an Appian Architect, you will be a key technical leader within Appian's Customer Success team as well as a trusted technical advisor to Appian's clients. Architects are responsible for helping design and scale Appian's technical solutions and enabling Appian's expert delivery teams. In this role, you will not only become an expert at designing applications on our platform, but also become business process experts in the various industries and technologies of our varied customer base. This involves integrating with and incorporating new technology trends from a variety of disciplines, as well as working with clients on all aspects of their program to drive technical success and efficiency, including security, scalability, Cloud technologies, version control, configuration management and other DevOps practices. The ideal candidate will combine a passion for learning new technology with excellent technical, product and business skills to make our customers and partners successful. All of these activities are performed in partnership with Appian Product Management and Engineering, Appian Partners, and other members of the Customer Success team, including Customer Success Managers (CSMs). To be successful in this role, you need: • To be passionate about technology, excited by tough challenges, and be a natural problem solver., • Experience with configuration, deployment, and testing of enterprise software applications, ideally with Agile delivery methodologies., • The ability to design and review complex, secure and scalable solutions with enterprise software and remove technical impediments., • Composure in client-facing situations and have had previous success presenting complex technical concepts & designs to a variety of audiences., • Experience working alongside enabling delivery teams to meet their engagement goals by sharing your knowledge, expertise, advice, and mentorship., • To ideally have experience with software consulting (such as in an ERP, CRM, BPM/Workflow, Data Integration Architecture or EAI) and/or applied knowledge of enterprise architecture, including data management, • You have at least 5 years of hands-on technical experience in an enterprise software implementation environment., • B.S./B.A. in Engineering, Computer Science, Information Systems, Mathematics or related field/degree. In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans. Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to. About Appian Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn, Youtube, Instagram, Facebook Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice