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At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: • Make it human. We care about the people that make up our customers, colleagues, and communities., • Make it about others. We do what's best for our customers and collaborate to drive progress., • Make it happen. We work with intention toward a common purpose and forge ways forward together., • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Senior Manager, Investments Accounting and Reporting POSITION LOCATION Richmond, VA YOUR ROLE As an Investments team member, you’ll play a key role in the innovative investment strategies that enable our company and our financial products to serve our customers and their families when they need us most – now and in the future. Investment Accounting is a shared service organization that prepares all US GAAP and U.S. Statutory accounting and reporting for Genworth’s investment portfolio. We partner with the Finance Teams across all product lines as well as participate in assisting in the development and execution of Investment strategies. You will be responsible for the oversight and management of GAAP and Statutory accounting and reporting, supporting large scale projects, developing and maintaining robust internal controls framework, and act as a key point of contact and strategic business partner to the Investments Front Office. What you will be doing • Responsible for ensuring timely and accurate investments performance reporting, SEC reporting and Statutory reporting for Commercial Real Estate Loans, Limited Partnerships, and Middle Market Loans, • Oversee the evaluation of our CECL model results, internal/external reporting, and SOX controls related to the CECL model and lead the interim and annual audit process related to CECL, • Responsible for leading, developing, and motivating a team of 5 accountants. Serve as a role model and foster a culture of continuous process improvement, • Collaborate cross-functionally to create efficiencies, eliminate non-value added activities, and deliver superior business results, • Lead and/or support strategic business process redesign efforts, • Some travel, may be required dependent upon the initiatives and business priorities (Stamford Office visits), • Maintain SOX controls documentation and evaluate deficiency risks through on-going review and validation of key operational processes, • Create and foster collaborative relationships with Investments Front/Middle/Back office. Act as the key point of contact and strategic business advisor responsible for providing comprehensive accounting and reporting analyses in support of new investment opportunities, • Perform other duties as assigned What you bring • Bachelor’s degree in accounting, finance, or other business-related discipline, • CPA is required, • 10+ years of progressive accounting experience, • Experience with GAAP and/or Statutory accounting and reporting, • Demonstrated ability to manage a team through tight monthly close processes and help coach them through issues., • Proven ability utilizing project management disciplines and tools in the successful execution of process redesign, process improvement, and/or system implementation initiatives, • Ability to build and maintain strong working relationships across cross-functional groups and communicate complex information clearly, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting, • Excellent analytical and problem-solving skills, • Outstanding communication and presentation skills, • Ability to manage multiple and changing priorities, • Skills including MS Office tools (Excel, Word, PowerPoint), • Experience with Oracle Financials, TM1, Black Rock & PAM Employee Benefits & Well-Being Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives. • Competitive Compensation & Total Rewards Incentives, • Comprehensive Healthcare Coverage, • Multiple 401(k) Savings Plan Options, • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!), • Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave, • Disability, Life, and Long Term Care Insurance, • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support, • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management), • Caregiver and Mental Health Support Services ADDITIONAL • At this time, Genworth will not sponsor a new applicant for employment authorization for this position.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: • Make it human. We care about the people that make up our customers, colleagues, and communities., • Make it about others. We do what's best for our customers and collaborate to drive progress., • Make it happen. We work with intention toward a common purpose and forge ways forward together., • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Cloud Solutions Architect POSITION LOCATION Richmond or Lynchburg, VA - Hybrid *This role is not eligible for employment visa sponsorship * YOUR ROLE As an IT team member, you’ll play a crucial role in designing, implementing, and managing technology solutions that are the foundation of the world class customer service that our customers expect and deserve – now and in the future. The Cloud Solutions Architect. is responsible for leading and developing the architectural and product standards in the design and delivery of its technology platforms. In addition, the Architect helps to lead IT and the business in the evaluation and selection of new or emerging technologies that support the achievement of strategic goals and objectives. This role participates in the development of the overall IT Strategy that illustrates the adoption, deployment and realization of technologies, services, and capabilities that will be implemented in support of the business strategy. Working alongside the Director of Enterprise Cloud Architecture, this role will help determine how technology can be used to innovate and provide competitive advantage to the company. The Architect is expected to be a domain expert across multiple technologies and assist in mentoring development organization on those technologies. The Architect’s goal is to fully understand the business strategies, recommend technologies to enable those strategies, lead the adoption and be an expert in those technologies, and serve as an advisor and resource to the development organization, Business Relationship Managers (BRMs) and business partners. What you will be doing • Participates in the Enterprise Architecture group that is responsible for defining and maintaining product and architectural standards for application services, including the application integration framework and architecture, • Collaborate with the application, data, network, and identity architects on defining, designing, and delivering cloud specific technical architectures, patterns, and operability of cloud architecture solutions for cloud native applications and cloud migrated applications, • Assist application solution architects to design scalable, highly available, secure application solutions that leverage cloud services, • Act as a point of escalation for the Cloud Engineering team during implementation of designs, • Defines, develops, and maintains reference architectures for commonly used delivery patterns, • Manages the overall cloud ecosystem as one of the lead administrators, • Perform technical architecture planning activities for cloud initiatives. Facilitate and develop architectural standards for cloud related technologies, • Design software architecture based on requirements and design elements contained in system specification., • Analyze business requirements and identify risks/problems in meeting system requirements., • Ensure the overall integrity of the cloud architecture and validates against system specifications. What you bring • Bachelor's degree in Computer Science or similar discipline, • Excellent knowledge of current and future technologies and trends impacting the insurance and financial services industry, • 5+ years experience as a Lead Architect, • 5+ years experience in Enterprise Application Integration, • 5+ years experience in Cloud technologies(AWS or Azure) and proven record of leading implementation of those technologies, • Proven experience in architecting, designing and implementing enterprise-scale, high volume, highly availability systems, • Experience in IT strategy development and long-range capital planning Employee Benefits & Well-Being Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives. • Competitive Compensation & Total Rewards Incentives, • Comprehensive Healthcare Coverage, • Multiple 401(k) Savings Plan Options, • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!), • Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave, • Disability, Life, and Long Term Care Insurance, • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support, • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management), • Caregiver and Mental Health Support Services

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: • Make it human. We care about the people that make up our customers, colleagues, and communities., • Make it about others. We do what's best for our customers and collaborate to drive progress., • Make it happen. We work with intention toward a common purpose and forge ways forward together., • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Senior Manager, Third-Party Risk Management (TPRM) POSITION LOCATION Richmond, VA YOUR ROLE At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. As part of the Risk organization, this role works with cross-functional teams to understand the risks that face our company and execute risk management strategies that enable we’re there for our customers and their families – now and in the future. Job Summary The Senior Manager, Third-Party Risk Management (TPRM) leads the day-to-day execution and ongoing maturity of the organization’s third-party risk program. This role is accountable for strengthening governance, streamlining and automating workflows, improving risk intelligence, and enabling leaders to make real-time, risk-informed decisions through effective TPRM tooling, dashboards, and reporting. The Senior Manager partners closely with stakeholders across Technology, Operations, Sourcing/Vendor Management, Legal, Privacy, Compliance, and Business Owners to ensure third-party risk is understood, managed, and monitored across the third-party lifecycle—from intake and due diligence through contracting, onboarding, continuous monitoring, and offboarding. Key Outcomes • A measurably mature, scalable, and consistent TPRM program (policy-to-process alignment, standardized controls, and clear governance), • Leaders have timely, actionable, and trusted risk insights (dashboards, KRIs, real-time status, and decision-ready summaries), • The TPRM tool set is actively used and optimized—enabling faster cycle times, better data quality, and automation of manual steps, • Strong engagement with management and business stakeholders—clear accountability, escalations handled appropriately, and risk accepted with informed approvals, • Continuous monitoring and issue/remediation management reduce exposure and improve vendor performance over time What you will be doing Program Leadership and Maturity • Drive the TPRM maturity roadmap, including improvements to governance, policies/standards, workflow design, tiering methodology, and lifecycle processes, • Establish and maintain program operating rhythms (e.g., monthly risk reviews, KPI/KRI reporting, issue remediation tracking, and executive readouts), • Identify gaps and implement enhancements to ensure program scalability, consistency, auditability, and alignment with regulatory/industry expectations, • Develop and maintain standard operating procedures, templates, playbooks, and training to ensure consistent execution Stakeholder and Management Interaction • Serve as a trusted advisor to senior leaders and business owners, translating third-party risk into clear decision options, • Facilitate risk discussions, challenge risk assumptions appropriately, and ensure documented risk decisions, exceptions, and approvals align to governance, • Partner with Sourcing/Vendor Management to embed risk requirements into intake, sourcing, and ongoing vendor management, • Collaborate with Legal, Privacy, Compliance, and Information Security to ensure contract provisions, control expectations, and due diligence are aligned and enforceable TPRM Tooling, Automation and Decision Enablement • Own day-to-day management and optimization of the organization’s TPRM technology stack, • Configure and enhance workflows, • Develop real-time dashboards and reporting for leaders: portfolio risk views, assessment status, SLA adherence, open issues, renewals, concentration risk, and critical vendor oversight, • Improve data quality and establish a single source of truth for third-party risk inventory, risk ratings, and decision history, • Define and track KPIs/KRIs (cycle time, backlog, critical findings aging, remediation performance, override rates, exception trends) Third-Party Risk Assessments and Lifecycle Management • Oversee third-party risk assessments, including inherent risk tiering and due diligence, • Ensure assessment scope and depth are appropriate for vendor criticality, data sensitivity, and service impact, • Drive effective issue management and remediation tracking, including escalation paths for overdue or high-risk items, • Establish and maintain processes for periodic reassessments, and continuous monitoring of high-risk/critical vendors Governance, Reporting, Audit and Regulatory Support • Support internal/external audits and examinations, ensuring evidence, artifacts, and controls are well documented and repeatable, • Maintain third-party governance materials (policies, risk appetite alignment, RACI, committee presentations, risk acceptance frameworks), • Provide reporting and insights to governance forums and leadership committees People Leadership (as applicable) • Lead, coach, and develop a team of TPRM professionals, • Set performance expectations, ensure workload prioritization, and build a culture of continuous improvement and strong business partnership What you bring Required Qualifications • Bachelor’s degree or equivalent practical experience, • 8+ years of experience in third-party risk management, technology risk, operational risk, compliance, or related disciplines, • 3+ years of experience leading programs and/or teams, influencing cross-functional stakeholders, and driving process maturity, • Proven experience implementing or optimizing TPRM programs and establishing a culture of continuous improvement, • Proven experience implementing or optimizing TPRM/GRC tools to improve workflow automation, data quality, and reporting, • Strong ability to translate risk into decision-ready recommendations for leaders and to facilitate risk acceptance discussions, • Demonstrated knowledge of third-party lifecycle practices: due diligence, control validation, contracting requirements, monitoring, and remediation Preferred Qualifications • Experience in regulated industries (financial services, healthcare, insurance, payments, or similar), • Familiarity with relevant frameworks and expectations (e.g., NIST, ISO 27001, SOC reports, shared responsibility models, vendor oversight guidance), • Certifications such as CISA, CRISC, CISSP, CISM, or equivalent, • Experience integrating continuous monitoring signals (security ratings, threat intelligence, incident notifications) into a TPRM operating model Core Skills and Competencies • Program maturity leadership: ability to design and scale governance, processes, and metrics, • Tool-driven execution: strong command of workflow automation, dashboards, and data-driven program management, • Communication: concise, practical storytelling with clear risk options and tradeoffs, • Stakeholder influence: confident partnering with business and technology leaders; able to challenge constructively, • Operational excellence: disciplined prioritization, SLA management, and attention to audit-ready documentation, • Risk judgment: balanced approach—protects the organization while enabling the business Employee Benefits & Well-Being Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives. • Competitive Compensation & Total Rewards Incentives, • Comprehensive Healthcare Coverage, • Multiple 401(k) Savings Plan Options, • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!), • Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave, • Disability, Life, and Long Term Care Insurance, • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support, • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management), • Caregiver and Mental Health Support Services ADDITIONAL • At this time, Genworth will not sponsor a new applicant for employment authorization for this position.

Construction Controller (Commercial Construction) Location: Confidential Reports To: Chief Financial Officer Classification: Exempt Role Overview A high-growth commercial construction company is seeking a Construction Controller to lead project accounting, financial reporting, and forecasting operations. This role partners directly with executive leadership and construction operations to drive financial accuracy, profitability, and scalable growth. The ideal candidate brings deep expertise in job cost accounting and percentage-of-completion (POC) revenue recognition within the construction industry. Key Responsibilities • Lead monthly cost-to-complete reviews and WIP reporting, • Oversee percentage-of-completion revenue recognition in compliance with GAAP, • Manage month-end and year-end close processes, • Own annual budget and rolling quarterly forecast models, • Deliver financial dashboards and operational reporting (Power BI preferred), • Partner with Project Managers to analyze margins, risk, and cash flow, • Maintain internal controls and support annual audit processes, • Ensure payroll tax, sales tax, and regulatory compliance, • Supervise and develop accounting team members Qualifications • Bachelor’s degree in Accounting or Finance, • Active CPA license required, • 7+ years of construction accounting experience, • Strong knowledge of job cost accounting and WIP schedules, • Advanced Excel and financial modeling skills, • Experience with ERP systems and financial analytics tools, • Proven leadership and cross-functional collaboration skills Why This Role This is a strategic finance leadership opportunity within a scaling construction organization. The Construction Controller will influence profitability, operational efficiency, and long-term growth while serving as a trusted advisor to executive leadership. Candidates must be legally authorized to work in the United States without current or future sponsorship. Employment eligibility will be verified at the time of hire.

About RFS® At RFS®, we don’t just manage projects—we build lasting partnerships. Our mission is to deliver exceptional multisite project management through constant communication, technical excellence, and a commitment to quality. We’re looking for a high-performance Project Manager who thrives in a fast-paced, ever-evolving environment and is passionate about building elite teams that produce raving fans of our clients. Role Overview This Project Manager will lead multisite facility projects across a regional territory. The role requires strong planning, communication, scheduling, and financial oversight skills, as well as the ability to manage multiple projects simultaneously in a fast-paced environment. You’ll serve as the trusted advisor and point of contact for Clients, field crews, and internal teams, ensuring projects are executed on time, on budget, and to RFS® quality standards. This is a travel-based role with regional responsibility, with an estimated 80% of travel required. Key Responsibilities • Site visit, estimate, and quote projects withen regional territory, • Work with your Project Coordinator on material take-offs, logistics, crew scheduling, and close-out, • Provide daily Client updates on project progress with photos, • Manage multiple active projects across the assigned territory, • Communicate real-time design changes and cost impacts with clients, • Conduct monthly RFS® Quality Evaluations on-site, • Support issue resolution and field decision-making What Makes You a Fit • Experience managing multisite construction or facilities projects, • Strong sense of ownership and accountability, • Comfortable in fast-moving, travel-heavy, tech-enabled role, • Proven ability to balance technical execution with interpersonal leadership, • Passion for building high-performance teams and delivering high-quality work, • Strong organizational, communication, and problem-solving skills, • Servant-leader mindset with a drive to support others Travel Expectations • Regional travel required, • Approx. 60-80% depending on project load and Client demand, • Site visits and Client meetings across Mid-Atlantic/Northeast, • RFS® provides a company truck and fuel/maintenance expenses, travel accommodations (flight/hotel), lunch & dinner What We Offer • Competitive compensation and quarterly performance incentives, • Strong pipeline of national Clients, • Growth opportunities as RFS® expands, • Collaborative, high-performance culture, • Opportunity to help build regional operations

The Financial Reporting Process Coordinator serves as a key member of the fund administration team, supporting the end-to-end workflow of financial statements, regulatory filings, and related reporting materials for registered investment companies and advisors. The Coordinator oversees the routing and distribution of documents, maintains accurate status tracking, reviews and consolidates comments from legal, compliance, audit, and advisor groups, and ensures that all deliverables progress through the review cycle efficiently and in accordance with internal and regulatory expectations. Key Responsibilities • Maintain and update production schedules and status trackers for financial statements, tailored shareholder reports, and regulatory filings., • Manage document flow between auditors, legal counsel, compliance teams, fund advisors, and internal stakeholders., • Collect, review, and route comments from all parties; ensure feedback is logged, addressed, and escalated when needed., • Understand when an issue is routine vs. when it requires escalation to senior staff., • Maintain clean version control and document history across Word, Excel, and PDFs, • Ensure documents are stored, labeled, and distributed properly and securely., • Support the fund administration team in meeting deadlines and managing review cycles., • Help reinforce consistent processes and document-control standards. Preferred Skills & Experience • Strong proficiency with Microsoft Word, Excel, and PDF markup tools., • Workiva experience is a major plus., • Excellent verbal and written communication skills., • Ability to manage multiple deadlines and shifting priorities without sacrificing accuracy., • Strong attention to detail and comfort working with regulated documents., • Ability to identify issues, ask informed questions, and escalate when appropriate., • Self-directed work style with ownership of recurring processes., • Flexibility during peak reporting cycles.

Financial Representative Trainee (Sales) Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days., • Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive., • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • ___, 401(k) plan with a 2% company contribution and 6% company match., • Regular associates working 40 hours a week can earn up to 15 days of vacation each year., • Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion., • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices. After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at .

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you’ll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients’ applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you’ll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here’s what you’ll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: • Secure an NMLS license (we’ll sponsor it!), • Become a subject matter expert on lending, • Complete our introductory Consultative Sales training course In your first 90 days, you will: • Act as a trusted advisor and advocate for our clients as they prepare for closing, • Work collaboratively with others to ensure accuracy and efficiency at each step of the way, • Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching, • Complete a self-assessment to build a blueprint for career progression at CapCenter You are • A critical thinker: we’re happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems., • A communicator: most Americans buy less than five homes in their life – it's critical that you build trust, distill complex financial concepts simply, and listen actively., • Self-aware: you’re looking for an opportunity to develop your strengths and weaknesses, • Driven to help others: you want to do good, • Ambitious: you want to do well, • A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You’ll get • NMLS Certification, • Competitive salary, variable pay & annual bonus, • 401k (with matching!), health, dental, & vision, • Training to learn the home-ownership experience back to front., • To participate in cross-functional collaboration that fosters lateral and vertical career growth, • The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.

Job Overview: Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter’s innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter’s greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today’s prospects into tomorrow’s loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct. Responsibilities: • Serve as Client Representative. As the name implies, you are the client’s representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter’s professional teams properly perform their services to the client’s satisfaction. Assuring the client’s overall satisfaction is a core responsibility of the Loan Consultant., • Land Business. Sell CapCenter’s full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client’s primary representative, and to get CapCenter’s realtors and other purchase professionals hired as appropriate to meet the client’s needs and circumstances., • Serve as Loan Originator. As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client’s mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed., • Generate Future Business. The Loan Consultant’s job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter’s marketing and e-commerce professionals., • Business Development. Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company’s marketing and business development professionals. Qualifications: Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications: • Ability to multi-task in a fast paced environment using time management to meet deadlines., • Must be a licensed Loan Originator or have the knowledge and desire to become licensed., • Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience., • In-depth understanding of the full Real Estate Purchase and Sales cycle., • Proven professionalism, ethics and character., • Competitive drive for constant improvement. CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation. We are an Equal Employment Opportunity Employer.

HOT JOB! -- Bookkeeper, Supervisor needed for a growing public accounting firm in Las Vegas! This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $77,000 - $90,000 per year A bit about us: Our client has been providing highly personalized tax, accounting and financial services to closely held businesses and their owners for over 34 years, with an emphasis on income and estate tax planning and asset protection. The firm supports and encourages professional growth, and respects its staff personally and professionally by providing a work/life balance environment, making everyone feel part of the team, and providing top training and stimulating, complex work. Why join us? • Work + Life Balance, • Great Compensation Package, • Advancement Opportunity, • Generous PTO/Holiday, • 401k match Job Details Public accounting firm is seeking a self-starting, dynamic individual for a full-time, full-charge bookkeeper position which entails preparing/reviewing accounting & financial reports, recording financial transactions into all ledgers, reconciling accounts, preparing journal entries, reconciling bank accounts, performing general accounting duties, preparing payroll & sales/use tax returns. Technical Knowledge • Reviews complex bookkeeping projects., • Reviews the accounting and formatting of white paper financial statements before providing them to the financial department for final review., • Reviews W-2s, 1099s, payroll tax, sales and use tax, personal property tax, gross revenue license, and other tax returns., • Able to research complex bookkeeping/accounting questions using the research tools available and prepare correspondence on the same to clients and state and federal agencies, and for internal files., • Able to apply knowledge of cash and accrual basis of accounting, explain the differences to clients, and make recommendations as to which method is better for the client., • Able to apply knowledge of generally accepted accounting principles to ensure financial statements are properly prepared., • Able to research complex sales and payroll tax questions using the research tools available., • Suggest client system/process improvements or planning ideas to the engagement manager or director., • Able to prepare basis schedules and record partnership activity for owners., • Able to assist bookkeepers with broker statement reconciliation to identify and correct issues., • 5-6 years’ bookkeeping experience, • College-level accounting courses, a Bachelor's Degree, or work experience equivalent, • Working knowledge of computerized software and Microsoft Office products, including Outlook, Word, and Excel, • Proficient in QuickBooks (QuickBooks Pro-Advisor is a plus), • Strong organizational and follow-up skills, including the ability to manage several projects simultaneously and complete tasks promptly, • Prior public accounting experience preferred Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

HR Risk Management Advisor, Global Expansion Services- Manager HR Risk Management: Global Expansion Services - Risk Advisor The Global Expansion Services HR Risk Advisor will be aligned to the International Talent Expansion (ITE)Program and provide day to day risk support across all facets of the Enterprise Risk Management framework. Notably, the HR Risk Advisor will work closely with the International HR Teams to align on roles and responsibilities to ensure comprehensive delivery of HR risk activities to support ITE (e.g. risk assessment, risk aggregation and risk reporting). The Risk Advisor will also partner with Legal and ERM (Compliance, ORM, International Risk, etc.) to ensure adherence with all applicable International Employment and Workforce Privacy laws, ensuring the Risk Management System of record, FUSE, accurately reflects HR processes, regulatory applicability and control environment. Expected VRA Deliverables and Results * Immediate deliverable build and document the HR Risk Management Framework across the expanding global footprint * Ongoing Risk Advisor Support will include the following: * Risk Assessments of new or changing intent (e.g. compensation strategies, expansion into new markets, new HR vendors); accountable for partnering with international HR teams to ensure new intent is assessed through appropriate forums (eHR Intake, LAUNCH Risk Assessments, etc.) * Regulatory applicability: Partner with HR teams, Legal and Compliance to review and update regulatory applicability * HR Controls identify and document appropriate controls and document in the Risk Management system of record, FUSE * HR Issues & Events: Provide support for HR Issues & Events; ensure adherence to ERM standards and expectations * HR Policies, Standards & Procedures Support HR Policies through documentation in accordance with the Corporate Policy Office expectations and maintained in Wdesk * Audits & Exams Support for related audits and exams where there is an intersection with HR; partner with international HR teams as appropriate * Interaction Model across LOD Partner with ERM and ORM to determine appropriate interaction model with in country teams and 2nd and 3rd Line of Defense * Regulatory Changes Partner with HR, Legal and Compliance to assess impact of regulatory changes to both employment and privacy laws; document implementations plans, as appropriate to demonstrate compliance with requirements * Maintain Program documentation: including policy exceptions (e.g. Performance Management, Compensation, etc.) Basic Qualifications: • Bachelors Degree or military experience, • At least 3 years of Project Management experience, • At least 5 years of experience supporting, partnering and interacting with internal business clientsPreferred Qualifications:, • At least 5 years of Project Management experience leading cross functional projects and programs in Risk, • At least 7 years of experience supporting, partnering and interacting with internal business clients, • At least 3 years of Global risk management experience, • PMP Certification or Masters Certificate of Project Management (CPM), • Ability to set direction, manage expectations and lead cross-functional teamsAt this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $151,900 - $173,400 for Risk Manager Richmond, VA: $138,100 - $157,700 for Risk Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. As a Thrivent Financial advisor, you will:. Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of serv

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. 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 financi

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

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. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

In this rare opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful financial advisor. Financial Advisor Development Program and Internship - Richmond, VA. We are looking for a junior or senior at a four-year university who is lo

Provide active mentoring and coaching to the Assistant Financial Advisor. This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate

In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Consultant at North Star uses a comprehensive 3 phase on-boarding and development process that is designed to get you familiar with the career, fully licens

As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with ov

The Associate Financial Advisor plays a critical role in delivering an exceptional client experience and supporting the growth of the advisory practice. This role is designed as a development pathway toward Financial Advisor responsibilities, offering direct client exposure, technical planning depth

Job Description The Financial Reporting Process Coordinator serves as a key member of the fund administration team, supporting the end-to-end workflow of financial statements, regulatory filings, and related reporting materials for registered investment companies and advisors. The Coordinator oversees the routing and distribution of documents, maintains accurate status tracking, reviews and consolidates comments from legal, compliance, audit, and advisor groups, and ensures that all deliverables progress through the review cycle efficiently and in accordance with internal and regulatory expectations. Key Responsibilities • Maintain and update production schedules and status trackers for financial statements, tailored shareholder reports, and regulatory filings., • Manage document flow between auditors, legal counsel, compliance teams, fund advisors, and internal stakeholders., • Collect, review, and route comments from all parties; ensure feedback is logged, addressed, and escalated when needed., • Understand when an issue is routine vs. when it requires escalation to senior staff., • Maintain clean version control and document history across Word, Excel, and PDFs, • Ensure documents are stored, labeled, and distributed properly and securely., • Support the fund administration team in meeting deadlines and managing review cycles., • Help reinforce consistent processes and document-control standards. Qualifications • Bachelor’s degree or equivalent paralegal/compliance/operations experience., • 2–5 years experience in a role involving document workflow, legal or compliance review, or project coordination. Preferred Skills & Experience • Strong proficiency with Microsoft Word, Excel, and PDF markup tools., • Workiva experience is a major plus., • Excellent verbal and written communication skills., • Ability to manage multiple deadlines and shifting priorities without sacrificing accuracy., • Strong attention to detail and comfort working with regulated documents., • Ability to identify issues, ask informed questions, and escalate when appropriate., • Self-directed work style with ownership of recurring processes., • Flexibility during peak reporting cycles.

Job Description Para-Planner Wanted: Join Our Dream Team! Are you a financial whiz who can help retirees navigate their golden years without turning gray yourself? We’re a top-tier firm dedicated to retirees, and we’re on the hunt for a Para-Planner who values high standards and exceptional service as much as we do. What’s the Gig? As a Para-Planner, you’ll support our advisors by preparing detailed financial plans, conducting research, and analyzing client data. Your day-to-day will include gathering information, building reports, and keeping clients’ financial plans in tip-top shape. You’ll also be the go-to for answering client queries and ensuring they have a clear understanding of their financial roadmap. We’re not looking for someone with decades of experience, but if you have a solid background in financial planning, a keen eye for detail, and top-notch communication skills (without the finance jargon overload), we’re interested! You’ll be collaborating with a team that values your input and provides opportunities for growth. We offer competitive pay, benefits, and a work environment where professionalism meets a bit of fun—because who says you can’t enjoy work while making a difference? If you're ready to bring your skills to a firm that appreciates both dedication and a good laugh, apply now, and let’s build something great together! Compensation: $45,000 - $65,000 yearly Responsibilities: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsQualifications:, • A Bachelor’s degree in business administration, finance, or a related field is required, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are requiredAbout Company Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. xNEKjdp78W

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 Mulesoft Architect at CapTech are part of a capable, highly motivated community who strive to continuously learn the latest tools and architectures to deliver innovative solutions for our clients. We design, develop, and deliver high-quality enterprise systems, as well as systems integrations and work in a project-based consulting environment. CapTech Consultants enjoy a collaborative environment and have many opportunities to learn from and share knowledge with other developers, architects, and our clients. Our solutions include API-driven clients, microservice architectures, event-driven integrations, cloud deployments, serverless applications, and web and portal front ends. Specific responsibilities for the Mulesoft Architect position include: • Collaborate with team members and clients to deliver a technical solution that meet the unique needs of our clients., • Partner with clients on cross‑functional, team‑based projects to deliver scalable Mulesoft 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, • Communicate effectively with both technical and non‑technical stakeholders, setting clear expectations and guiding decision‑making, • Create quality deliverables to communicate technical solutions to appropriate audiences., • Leverage CapTech’s internal programs and self-directed training to continually develop industry relevant knowledge and skills., • Communicate effectively to team members with varying degrees of technical knowledge., • 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 Specific qualifications for the Mulesoft Architect position include: • Experience with MuleSoft 4.x at a high architectural level, • Project experience with MuleSoft Integrations, • 10+ years software development experience, • Extensive knowledge of Integration patterns, • Experience creating Mule applications in Anypoint Studio, • Ability to design APIs and publish to Anypoint Exchange, • Familiarity with designing APIs in RAML, • Applied knowledge of API Development using REST and/or SOAP, • Experience integrating Enterprise applications such as Salesforce, SAP, Workday, Oracle ERP, • Familiarity with microservice architectures, design patterns, and monitoring tools, • Experience with cloud providers such as Azure, AWS, and/or GCP a plus, • Experience with relational database technologies, both traditional and current (NoSQL), • Experience with the CI/CD pipeline, • Experience working with LLMs (e.g., GPT, Claude, Mistral, etc.) in production settingExperience with prompt engineering, MCP and RAG, and agentic AI architectures, • Strong understanding of conversational UX and prompt evaluation metrics, • Experience with agentic frameworks in practice (langchain, n8n, pydantic, etc), • Experience with vibe coding and multi-agents, • Demonstrated experience in enterprise security practices 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. For more information about our Diversity, Inclusion and Belonging efforts, click HERE. 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 Tiger Analytics is looking for experienced Senior ERP Consultant – Workday Financials to join our fast-growing advanced analytics consulting firm. We are the trusted analytics partner for multiple Fortune 500 companies, enabling them to generate business value from data. Our business value and leadership has been recognized by various market research firms, including Forrester and Gartner. We are looking for top-notch talent as we continue to build the best global analytics consulting team in the world. We are looking for a Senior ERP Consultant – Workday Financials with strong hands-on experience in Workday Financial modules, specifically Account Center. The ideal candidate will play a key role in designing, building, and testing accounting configurations, workflows, integrations, and reporting within the Workday ecosystem. Key Responsibilities • Lead Workday Financials implementations, including planning, design, configuration, testing, and deployment, ensuring alignment with business objectives., • Act as the primary functional and technical advisor, translating complex financial requirements into scalable Workday solutions., • Oversee the delivery of functional workstreams, ensuring projects meet scope, quality, and timeline expectations., • Advise on best practices for Workday modules (General Ledger, Accounts Payable/Receivable, Procurement, Financial Reporting)., • Troubleshoot system issues, perform root-cause analysis, and implement resolutions., • Develop comprehensive documentation, including process flows, test scripts, and configuration guides. Requirements • 5-7 years of experience with Workday Account Center, • Strong hands-on experience with Workday Financials, • Experience designing and configuring accounting and expense rules, • Experience building workflows within Workday, • Strong experience in integrations and reporting within Workday Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging and entrepreneurial environment, with a high degree of individual responsibility. Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.

Job Description GDS Associates, Inc. has an excitingand challenging opportunity with advancement and growth potential for anexperienced engineering professional to work in our Planning & AdvisoryBusiness Unit. This person will provide technical project oversight, analytical,and project management support, with an emphasis on generation projects. Keyresponsibilities will include working with supply planning and generationexperts on teams involving generation development projects, providing technicalsupport on generation project performance, and selection of generationtechnologies in Integrated Resource Planning (IRP). GDS is a nationwide multi-service engineering and consulting firm specializingin the energy utilities industry. We have a significant and growingpractice in the power supply planning area representing utility and developerclients in strategic procurement, planning, market optimization, and effectivemanagement of power supply resources in markets across the U.S. This role ispivotal in guiding clients through strategic decisions and execution of procurementand/or development of generation assets, ensuring technical excellence,regulatory compliance, and financial viability. Responsibilities: The position will evaluate complex generation projects, ensuring regulatorycompliance, and providing authoritative guidance throughout planning,construction, and operational phases. Working under limited supervision, theposition requires strong senior experience in understanding complex powermarket and generation issues to perform the following: • Generation Strategy & Planning: Lead feasibility studies, resource assessments, and the development of long-term generation strategies tailored to client objectives., • Technology Selection: Evaluate and recommend appropriate generation technologies based on client needs, regulatory environment, and market trends. This includes defining performance of generation technologies in various configurations and operating environments., • Cost Estimation & Financial Modeling: Build detailed capital and operational cost models across multiple generation platforms to support business case development and investment decisions., • Contracting & Procurement: Support RFP development, bid evaluation, and contract negotiations for PPA, EPC, OEM, and O&M services., • Construction & Execution Oversight: Serve as a technical advisor and Owner's Engineer during project construction, ensuring adherence to scope, schedule, and quality standards., • Operational Support & Performance Optimization: Advise on commissioning, performance optimization, and asset management strategies., • Decommissioning Strategy: Assist clients in planning and executing end-of-life strategies for generation assets., • Project Management: Lead and manage projects from initiation to completion, ensuring they are delivered on time, within budget, and meet the required scope and quality., • Continuous Improvement: Continuously develop subject matter expertise in a particular practice or focus area by actively contributing to above listed activities and pursing activities/work in various disciplines and staying abreast of current/hot topics to broaden and build upon subject matter knowledge., • Bachelor's degree required with a preference for mechanical engineering or similar technical engineering and power generation industry-related field. Master's degree preferred., • Proficiency in thermodynamics, understanding of generation systems performance, and power generation facility operations is necessary., • Candidates holding a valid Professional Engineering license are preferred., • Deep technical expertise across a range of generation technologies, including Combined Cycle, Simple Cycle, Reciprocating Engines, Coal, and emerging solutions such as hydrogen and Small Modular Reactors (SMRs) generation., • Strong background in utility-scale project development, operations, and asset lifecycle management., • Ideal candidate will have engineering design and/or construction experience on power generation projects., • In-depth knowledge of regulatory frameworks, permitting processes, and grid interconnection requirements., • Experience with comparative analysis of renewable resources, battery storage, Distributed Energy Resources (DERs), and energy efficiency as a resource. Experience with financial planning a plus., • Minimum of 10 years' directly related work experience., • Must have the ability to work independently with limited supervision., • Solid problem-solving, judgment and decision-making skills., • Detail-oriented and strong organizational skills., • Demonstrated effective verbal and written communication skills., • Greater Atlanta, GA Area (Marietta, GA Headquarters), • Greater Sacramento, CA Area (Folsom, CA Office) Work Authorization: Citizens or Permanent Residents of USA. Cannot provide Visa sponsorship. Salary is determined by various factors, including but not limited to location, the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. Benefits: Your Compensation and Benefits: • Flex Benefits (Flexible Hours, Telecommuting), • Competitive Pay, • Excellent Health Insurance Benefits, • Paid Time Off (Vacation, Sick, Floating Holiday, Holidays), • 401(k), • Employee Assistance Program (EAP), • Tuition Reimbursement

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization., • Grow Together: Unlock your potential in a supportive environment.Join us at Varicent—where your talent and ambition meet limitless opportunities for success! The Business Value Consultant at Varicent will serve as a trusted advisor and strategic partner to complex enterprise customers and prospects. This role requires an experienced professional with consulting expertise who can build and deliver comprehensive business value assessments, ROI analyses, and other financial modeling to support multi-million-dollar SaaS software investments. The ideal candidate will have experience working with senior executives in sales and revenue teams, driving alignment on strategic goals, and crafting compelling value-focused models and presentations that demonstrate the transformative impact of Varicent's solutions. This is a high-impact role that combines strategic thinking, financial acumen, and stakeholder management to influence enterprise purchasing decisions and accelerate customer adoption. Key Responsibilities: 1. Strategic Business Value Assessments • Collaborate with enterprise customers and prospects to deeply understand their strategic priorities, pain points, and business challenges, • Develop and deliver comprehensive business value proposals, including ROI models, TCO analyses, and detailed financial impact assessments, • Quantify the potential business benefits of Varicent's solutions, including revenue growth, cost savings, and operational efficiencies, • Summarize value assessments in value realization studies to publish trends, finding, and Varicent research on aggregate customer trends 2. Customer Executive Engagement • Partner with senior executives and decision-makers to align on strategic objectives and build consensus for Varicent's solutions, • Present tailored business value narratives to C-suite stakeholders, ensuring clarity and resonance with their organizational goals, • Act as a strategic advisor, fostering trusted relationships that enhance customer confidence and commitment 3. Financial Modeling and ROI Development • Build sophisticated financial models that quantify the value of Varicent's solutions in terms of business impact, • Use advanced analytics to support scenario planning and sensitivity analyses, helping customers make informed decisions, • Maintain a repository of standardized ROI frameworks and tools to ensure consistency and scalability, • Develop lighter weight ROI tools to be used earlier in sales cycles 4. Collaboration and Cross-Functional Alignment • Work closely with sales, product, marketing, and customer success teams to align on customer objectives and delver compelling business cases, • Work with CS to help track value commitments and measure progress over time (identifying opportunities for pricing decisions and cross-sell motions), • Work with pre-sales to tightly align demo priorities to customer value, • Provide "voice of the customer" feedback to internal teams to inform product development and go-to-market strategies 5. Industry Expertise • Leverage expertise in sales/revenue performance management, sales operations, and go-to-market strategies to contextualize business value discussions, • Reference and provide insights into industry trends, benchmarks, and best practices to guide customer decision-making 6. Continuous Improvement and Enablement • Conduct enablement sessions with sales and account teams to enhance their ability to articulate Varicent's value and ROI, • Management Consulting Expertise: 7+ years in management consulting or a similar role, with experience delivering ROI and business value assessments to enterprise clients, • Financial Acumen: Demonstrated ability to build detailed financial models and conduct complex ROI analyses, • Enterprise Stakeholder Management: Proven experience engaging with and influencing senior executives within large organizations, • Sales and Sales Operations Knowledge: Strong understanding of sales performance management, go-to-market strategies, and enterprise sales cycles, • Data-Driven Decision Making: Proficiency in leveraging data to support business cases and inform strategic recommendations, • Familiarity with Sales/Revenue Performance Management (SPM) products such as Varicent, Anaplan, Xactly, or similar vendor, • Experience supporting multi-million-dollar SaaS software deals in enterprise settings, • Advanced degree (MBA or equivalent) in a relevant field As a Strategic Value Advisor, you will play a pivotal role in driving the success of Varicent and its customers. This role offers the opportunity to: • Influence high-stakes enterprise purchasing decisions and sit at the heart of our biggest sales opportunities, • Work at the intersection of strategy, finance, and sales 1–3 Months: Foundation & Quick Wins • Deep Onboarding & Relationship Building: Gain a thorough understanding of Varicent's products, solutions, and existing value frameworks or tools., • Build strong cross-functional relationships (Sales, Pre-Sales, Product, Customer Success, Marketing, etc.) to understand the current landscape of value at Varicent., • Initial Customer Engagement: Participate in a few active sales cycles or customer engagements to begin adapting/refining the current approach to ROI modeling and value proposition. Draft at least one "lightweight" business value model or ROI assessment for a live customer opportunity., • Gap Analysis & Action Plan: Identify any immediate gaps or inefficiencies in Varicent's current business value methodology (templates, playbooks, or data sources). Present an action plan to leadership outlining quick-win improvements—for example, updating an existing ROI model template, benchmark sources, or creating a new "starter" deck for Sales., • Standardized Value Frameworks: Roll out a standardized business value assessment toolkit (ROI models, TCO analyses, value messaging decks) for use across multiple sales motions. Train or enable core members of the internal business team (e.g., Sales, Pre-Sales, CS) teams on these tools to ensure consistency in how Varicent's value is articulated., • High-Impact Customer Engagements: Lead strategic business value engagements with key enterprise prospects. Deliver at least 3–5 comprehensive value assessments that help close or accelerate multi-million-dollar SaaS deals., • Cross-Functional Collaboration: Partner with internal business team to gather feedback from early engagements. Incorporate real-world customer insights (e.g., pilot results, actual ROI metrics) back into the value models, refining assumptions and benchmarks., • Drive Broader Enterprise Adoption: Scale the value management approach across multiple internal business teams. Influence and support strategic deals at the executive/C-suite level, serving as a trusted advisor to top Varicent clients., • Mature the Value Program: Implement an ongoing Value Management framework: collaborate with core members of the internal business team (e.g., Customer Success) to measure and validate realized ROI post-deployment. Identify upsell or cross-sell opportunities based on these value measurements, working with Sales to expand within key accounts., • Refinement & Innovation: Continuously enhance ROI modeling tools (e.g., incorporate AI-driven analytics or industry benchmarks), making them more sophisticated and easy to use. Launch a second "lightweight" ROI tool that sales reps can use early in the funnel without direct Value Advisor involvement., • Measure & Celebrate Success: Present quarterly business reviews to Varicent leadership quantifying the overall contribution of Value Advisory (e.g., incremental revenue, shortened sales cycles, higher win rates). Evolve strategy based on feedback, new market demands, and product innovations—position the Value Advisory team as a core differentiator in Varicent's go-to-market approach. Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization. Success will be measured by Workday-sourced pipeline development, Workday-sourced bookings, customer adoption, and partner engagement outcomes. What You'll Do: • Lead the outreach, planning, and execution of in-person Workday Enablement Meetings, equipping Workday sellers to position Varicent effectively., • Drive the development of Workday-sourced pipeline through a combination of direct outreach to Workday account and opportunity owners (with tailored account-level POVs) and the ideation, design, and execution of 1:many marketing and ecosystem events., • Act as the Workday subject matter expert in support of Varicent Regional Sales Managers (RSMs) and Presales, shaping pursuit strategy and ensuring effective co-sell execution., • Maintain an accurate and timely weekly forecast, including opportunity notes and account status updates in CRM., • Collaborate cross-functionally with Marketing, Alliances, Services, and Product teams to align programs, messaging, and delivery to Workday's priorities. Experience • 7+ years in enterprise SaaS sales, presales, partner/alliances management, or business development roles., • 3+ years of experience working with or alongside ecosystem partners (Workday experience strongly preferred)., • Demonstrated ability to build pipeline through partner-led or co-sell motions., • Proven success enabling sellers and delivering partner-driven marketing programs. Skills & Knowledge • Strong relationship-building skills with partner sellers and executives., • Ability to deliver compelling presentations and facilitate in-person enablement sessions., • Deep understanding of enterprise software sales cycles and partner co-sell mechanics., • Strategic account planning, opportunity qualification, and pursuit support expertise., • Strong organizational discipline with CRM, pipeline management, and forecasting., • Industry-specific knowledge in at least one of Workday's priority verticals (e.g., Financial Services, Technology & Media, Professional & Business Services, Retail, or Manufacturing) with the ability to connect Varicent's solutions to industry-specific challenges and trends., • Familiarity with incentive compensation, territory and quota planning, or sales performance management processes is a plus. Education • Bachelor's degree in Business, Marketing, or related field required., • MBA or equivalent experience a plus. Success Factors: 1-3 Months • Onboard and gain deep knowledge of Varicent's solutions, Workday ecosystem strategy, and co-sell playbooks., • Establish relationships with Workday RVPs, AEs, and key Varicent stakeholders., • Deliver first Workday enablement session(s) and begin contributing to joint account planning., • Lead multiple in-person Workday Enablement Meetings and at least one 1:many marketing event., • Consistently contribute to Workday-sourced pipeline through account-level POV outreach., • Actively support pursuits in at least 3–5 joint opportunities, demonstrating role as Workday SME in co-sell environments., • Own quarterly Workday-sourced pipeline and ACV goals., • Serve as a trusted advisor to Workday sellers and a key enabler of Varicent field teams., • Expand influence by leading strategic initiatives such as connector adoption campaigns, customer storytelling, or competitive enablement., • Demonstrate measurable business impact: multi-million-dollar sourced pipeline, closed ACV wins, and broadened Workday ecosystem presence., • Prepare for future leadership by mentoring newer team members or taking on regional/industry ownership within the Workday program. Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

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. 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-LM1

Job Description Position Summary The Billing Manager is responsible for overseeing all aspects of the firm’s client billing operations to ensure timely, accurate, and compliant invoicing. This role manages the full billing cycle, supervises the billing team, partners closely with attorneys and finance leadership, and serves as the firm’s subject‑matter expert on the Firm’s billing systems. The Billing Manager plays a critical role in revenue realization, client satisfaction, and process optimization in a fast‑paced legal environment. Key Responsibilities: Billing Operations & Compliance • Manage the end‑to‑end billing process for a 250‑attorney law firm, ensuring timely, accurate, and compliant client invoices., • Oversee billing for complex fee arrangements, including hourly, alternative fee arrangements (AFAs), retainers, discounts, and write‑ups/write‑downs., • Ensure compliance with client billing guidelines, outside counsel guidelines, and e‑billing requirements (including LEDES formats)., • Monitor billing accuracy, resolve discrepancies, and address billing rejections and appeals. Systems & Process Management • Serve as the primary expert for the firm’s billing system (Elite or Aderant), including configuration, troubleshooting, and optimization., • Partner with IT and Finance to support system upgrades, enhancements, and integrations with e‑billing platforms and financial systems., • Develop and maintain billing policies, procedures, and internal controls to support accuracy, efficiency, and audit readiness., • Identify opportunities to streamline billing workflows and improve cycle times and realization rates. Team Leadership & Development • Lead, mentor, and develop a team of billing professionals, including workload management, performance feedback, and training., • Establish clear expectations and service standards for internal clients (attorneys, legal assistants, practice management)., • Foster a collaborative, service‑oriented billing culture focused on accuracy, responsiveness, and continuous improvement. Attorney & Client Partnership • Act as a trusted advisor to attorneys and practice leaders on billing matters, including prebills, billing strategies, and client requirements., • Collaborate with attorneys to resolve billing issues proactively and maintain strong client relationships., • Support client onboarding by reviewing billing guidelines and ensuring accurate setup in the Firm’s billing system. Reporting & Financial Support • Prepare and analyze billing reports, KPIs, and dashboards related to billing volume, cycle time, realization, and aging., • Support month‑end and year‑end close processes as they relate to billing and revenue., • Provide insights and recommendations to finance leadership to improve billing performance and revenue outcomes. Required Qualifications • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field., • 5+ years of billing management experience in a law firm environment., • Hands‑on experience with Elite or Aderant billing systems., • Strong knowledge of law firm billing practices, e‑billing platforms, and client billing guidelines., • Proven people‑management experience with the ability to lead and develop high‑performing teams. Preferred Qualifications • Experience supporting a mid‑size or large law firm (200+ attorneys)., • Familiarity with alternative fee arrangements and complex client billing structures., • Experience partnering with practice group leadership and senior attorneys., • Advanced proficiency in Excel and billing analytics/reporting tools. Key Competencies • Attention to detail and commitment to accuracy., • Strong communication and relationship‑management skills., • Ability to manage competing priorities and deadlines., • Problem‑solving mindset with a focus on process improvement., • High level of professionalism and discretion.

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

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. 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 DescriptionSalary: Technical Advisor Position:Full-Time, Salaried (Exempt) Location:5401 Jefferson Davis Highway Richmond, Virginia23234 Summary of Position: A Technical Advisor serve in a vital role for Operations, utilizing process knowledge, technical expertise, and operations experience to assist, teach and coach plant personnel. The Technical Advisor troubleshoots process or equipment issues, improves process performance, and increases plant reliability. Technical Advisors generate value through their extensive and deep experience, knowledge, skills and abilities. Helps to facilitate and communicate responses/resolutions to identified issues in a timely manner. Champions process safety activities and is a resource for process safety concerns. Ensures training and qualification of personnel on plant process. Maintains an on-call status for emergencies, advising and unplanned events. As a Technical Advisor, you will: • Possess a strong sense of ownership and accountability for the success of the assigned operational area., • Demonstrate personal leadership by coaching and intervening when appropriate, ensuring adequate time is spent in the field directly interacting with operations., • Model behavior for operate plant personnel in the use of safety standards, procedures, etc., understanding that actions or lack of actions help shape the organizational culture of the plant., • Earn respect and establish trust through their expertise as a subject matter expert and good interpersonal skills. Motivate and create a positive and productive team environment., • Encourage operators to elevate unit concerns, issues or problems. Help facilitate and communicate the response or resolution to identified items in a timely manner., • Champion process safety activities for operators and act as a resource for relevant process safety concerns., • Mentor operators to be potential future Technical Advising candidates., • Coach operators to make sound decisions based on process information, data, plant policies, procedures, and good judgment, while ensuring the do not abdicate making decisions., • Learn and apply continuous improvement, value creation, and financial acumen skills to accelerate profitability and low-cost service of the facility. Understand how individual actions and responsibilities affect plant financial results and ensure decisions are based on data., • Support Production Operators, Engineers, and maintenance personnel in the identification and execution of process improvements to improve plant reliability and cost position., • Identify areas for improvement and network with technical resources., • Work with the Production Data Analyst to identify how plant process changes may affect rates and bill of materials helping to ensure accurate accounting., • Know the affordability limits and profitability dimensions of the production facility., • Be aware of the facilitys key internal partners and external customers concerns. Know how quality problems and production interruptions affect these partners and customers., • Act as a technical / process subject matter resource in the assigned operational area., • Enhance front line skills and knowledge of plant personnel and related roles through coaching on plant process, equipment, engineering, reliability principles, Life Safety Rules, etc. This includes actively coaching and teaching operators during troubleshooting activities., • Perform or assist in process related root cause or failure analysis. Leverage and communicate the results to operate plant personnel for learning purposes. Ensure thorough and timely pre-investigations occur., • Works with Continuous Improvement and plant resources to identify, implement and sustain improvements relating to their area of expertise., • Develop and maintain plant process training material content and qualification assessments., • Maintain a high involvement in formal training process and qualification of team members on plant process., • Develop a strong partnership with the Activity Coordinator / Gate Keeper and back them up as needed., • Maintain on call status for plant unplanned events, emergencies and advising., • Engage in turnaround scope definition, preparation and execution., • Own and coach others on the effective use of logbook, focusing on quality of information entered., • Participate in available Technical Advising role networks to improve personal effectiveness and leveraging of best practices., • Create, review, modify and approve operational procedures to ensure sound operating discipline., • Partner closely with the Run Plant Engineer to resolve problems, drive continuous improvement, and ensure the facility goals are achieved. Mentor new Run Plant Engineers as they on-board and train. Qualifications • Highschool Diploma required, • 2-Year technical degree or equivalent experience preferred, • 7+years of manufacturing or related experience required, • For High Hazard Process (HHP) Areas, Process Safety Management (PSM) experience required. DuPont-Aramids is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability or any other protected class. If you need a reasonable accommodation to search or apply for a position, please contact our Talent Acquisition team for additional information. Learn more about Nomex, KevlarandKevlar EXOby clicking on these links. DuPont-Aramids offers a comprehensive pay and benefits package and is proud to offer a comprehensive, integrated total rewards package, which includes competitive pay and benefits.

Job Description The Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower people as they grow older to live life to the fullest. They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of residents, their families and team members. We are looking for a Divisional Director of Sales & Marketing to join our amazing team! This position will support communities across Florida, Ohio, Indiana, and Virginia. Responsibilities: • Empower Sales Teams: Guide and support Community Directors of Sales (DOS), Leasing Counselors (LC), and Leasing & Move-In Specialists (MIS) in their sales endeavors., • Be a Presence: Regularly visit communities to consult on and participate in sales strategy, execution, and management., • Break Down Barriers: Troubleshoot and remove obstacles to improve census and sales performance., • Train to Excel: Provide comprehensive sales training to new Executive Directors (ED), DOS, LC, and L&MIS on our state-of-the-art sales platform., • Innovate Tactics: Devise creative strategies to convert leads into move-ins., • Strategic Consulting: Act as a consultant on Sales and Marketing Plans, Competitive Analyses, and recommend pricing adjustments to Operations., • Hands-On Outreach: Join DOS/LC and EDs on outreach sales calls to ensure effective prospect-centered selling. Provide coaching, training, and feedback to support growth and empowerment for our community leaders., • Engage in Events: Attend and support internal sales and marketing events regularly. Bring a strong sense of leadership and hype to get our teams excited about making a difference., • Maximize Relationships: Collaborate with referral agencies to enhance productivity and relationships. Establish community partnerships in your market to further promote the brand and make ESL the most desired senior living communities., • Ensure Accuracy: Keep sales projections accurate and on track., • Support the Community Director of Sales (DOS), Leasing Counselor (LC), and, • Provide Insight Offer regular feedback to Operations on sales activities and concerns. Know your data and identify trends so our sales efforts remain proactive., • Talent Acquisition: Interview and recommend top sales candidates to Executive Directors. Act as an advisor to our EDs to ensure we are bringing in the most talented sales and marketing professionals., • Lead with Enthusiasm: Participate in regional calls and meetings to share insights, celebrate achievements, and foster a competitive spirit., • Engage in Summits: Join sales summits to stay ahead of industry trends and network with peers. Remain abreast of the most innovative and forward-thinking solutions in the business., • Flexibility: Be ready to tackle other duties as needed. We are a highly collaborative team, and we thrive within an “all hands-on deck” mentality. Requirements • Education & Experience: Bachelor's degree (B.A.) from a four-year college or university, with 2-4 years of related experience, or an equivalent combination of education and experience., • Sales Expertise: At least 4 years of related experience and proven sales skills, customer service, negotiation, and basic financial knowledge., • Tech Savvy: Intermediate computer and electronic file management skills. Highly focused on how we can consistently improve our digital processes and tools to optimize the sales process and performance., • Organized & Detail-Oriented: Strong organizational, follow-up, detail orientation, time management, and multi-tasking abilities. Must maintain confidentiality., • Communication Pro: Excellent written and verbal communication skills., • Sales Leader: Proven ability to close sales and outperform peers using prospect-centered selling techniques., • Team Player: Skilled at engaging and leveraging leadership teams and line staff to maximize sales., • Travel Enthusiast: Willing to travel 75% of the time and possess a valid driver's license. We offer a full benefits package that includes medical, dental, vision, STD/LTD, life and voluntary life, 401k with employer matching, paid holidays, and up to 20 days PTO in the first three years. We offer a full benefits package that includes medical, dental, vision, STD/LTD, life and voluntary life, 401k with employer matching, paid holidays, and up to 20 days PTO in the first three years. Background Screening Requirement Employment is contingent upon successful completion of background screening in accordance with Florida law and company policy. Certain positions may require fingerprinting and Level 1 or Level 2 background screening. Applicants can review Florida care provider background screening requirements here: Application Deadline: We anticipate reviewing applications through April 14th, 2026.

Job Description Synergy Technical is a modern technology services firm specializing in cloud transformation, cybersecurity, AI enablement, and managed IT services. Founded in 2011 and headquartered in Richmond, VA, the company has grown into one of Microsoft’s most trusted partners, delivering secure, scalable, and innovative solutions to customers across all 50 states and more than 70 countries. We operate with a lean, high-ownership culture where people are empowered to solve complex problems, influence decisions, and directly impact customer outcomes. Our teams thrive in an environment built on trust, accountability, and continuous improvement. We are seeking a hands-on Corporate Controller to lead the finance function of our organization. This role blends leadership and execution: the Controller will manage a small team while remaining closely involved in day‑to‑day accounting and operational finance activities. The ideal candidate is comfortable working in a lean environment, balancing strategic oversight with detailed operational work. Key Responsibilities: Financial Management & Reporting • Lead the monthly, quarterly, and annual close processes and ensure accurate, GAAP‑compliant financial statements., • Prepare, review, and present financial reporting packages for leadership., • Oversee general ledger activity, reconciliations, and journal entries., • Develop, implement, and maintain internal controls, policies, and procedures., • Ensure compliance with applicable federal, state, and local regulations, as well as internal company policies., • Provide oversight for billing, collections, purchasing, and systems workflows., • Partner with leadership to enhance forecasting, budgeting, and financial planning processes., • Lead, mentor, and develop a small finance team., • Promote a culture of accountability, continuous improvement, and collaboration., • Bachelor’s degree in accounting, finance, or a related field., • CPA, • Minimum of 7 years of progressive accounting or finance experience., • Strong technical accounting knowledge, including GAAP., • Demonstrated hands‑on experience managing core accounting operations., • Experience with ERP or accounting systems and process improvement., • At least 2 years leading teams At this time, the company is not partnering with external recruiting agencies for this role. Unsolicited outreach or candidate submissions will not be considered. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Health insurance, • Life insurance, • Paid time off, • Parental leave, • Professional development assistance, • Vision insurance

Job Description Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that specializes as a multi-family office serving ultra-high-net-worth families, individuals, and institutions. We are dedicated to protecting, growing, and sustaining wealth across generations through deeply personalized, long-term strategies. Our comprehensive services span six financial pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions. Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver thoughtful guidance and fiduciary care through every phase of life and legacy. ROLE SUMMARY The Director of Client Services & Custody Operations is a senior leadership role responsible for advancing Heritage’s client account servicing and custody operations platform. This position oversees the end‑to‑end execution of client operational workflows, including onboarding, account maintenance, and custody coordination, ensuring accuracy, consistency, and scalability across the client experience. In addition to leading a high‑performing operations team, the Director partners closely with the Financial Planning & Tax and Investment Advisory teams to support seamless service delivery. The role plays a key part in setting operational standards, mentoring team leaders, optimizing systems and processes, and resolving complex servicing matters, while maintaining a strong client‑first and risk‑aware mindset. The Director of Client Services & Custody Operations is instrumental in aligning operational execution with Heritage’s long‑term growth strategy and commitment to exceptional client outcomes. This role contributes to firmwide initiatives, supports the evolution of scalable service models, and serves as a trusted operational partner to leadership, reporting directly to executive management. RESPONSIBILITIES Client Service & Custody Leadership • Own the execution of all client account servicing and custody operations to ensure a consistently excellent client experience, • Serve as the senior escalation point for complex client servicing matters requiring judgment, coordination, and exception handling, • Lead and manage the Operations team responsible for servicing client accounts with custodians, including Team Leads and Operations Associates, • Coach and develop leaders and associates by setting clear expectations, reinforcing accountability, and building technical and professional capability, • Establish capacity, prioritization, and quality-control practices to ensure accurate, timely execution, • Own the strategic roadmap for client service and custody operations, including technology planning, workflow automation, and efficiency initiatives, • Design and refine long-term operational workflows that scale with firm growth while maintaining a white-glove service standard, • Oversee the systems and processes used by the Operations team and recommend redesign where execution does not align with client experience expectations, • Ensure accuracy and compliance across all operations activities and implement controls that protect clients and the firm, • Establish and oversee quality-control standards and review processes across all operations roles, • Collaborate closely with Financial Planning & Tax and Investment Advisory teams to support a seamless and coordinated client experience, • Custodial platforms (Fidelity and Schwab preferred; equivalent experience welcome), • Tamarac and Salentica (CRM) and related reporting/workflow systems, • Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Copilot QUALIFICATIONS Required: • Bachelor's degree required., • 10 plus years of professional experience with relevant industry exposure., • Experience managing and leading an internal team., • Proficient user of Microsoft Office products, including CoPilot, Outlook, Excel, Word, and PowerPoint., • Excellent communication skills: Strong verbal and written communication skills are essential for effectively interacting with clients, colleagues, and external professionals., • Strong problem-solving abilities: Candidate should possess strong analytical and problem-solving skills to assess areas for improvement, spot inaccuracies, and master our systems., • Client-focused mindset: A client-centric approach is vital in understanding clients' unique needs, goals, and risk tolerance., • Attention to detail: Meticulous attention to detail is crucial to ensure accuracy and compliance in financial reporting and private fund administration., • Strong organizational skills: Excellent organizational abilities are necessary to manage multiple deadlines and projects., • Demonstrated alignment with Heritage Core Values:, • Collaboration – Works constructively with team members to support collective goals., • Intellectual Curiosity – Embraces ongoing learning and adaptation in a dynamic field., • Integrity – Prioritizes fiduciary responsibility and ethical conduct., • Professional experience with Fidelity Investments and/or Charles Schwab & Co., but equivalent experience with other custodians is welcome. COMPENSATION & BENEFITS • Competitive salary and bonus potential, based on experience and performance., • Comprehensive benefits package, including medical, dental, vision, life, AD&D, and disability insurance., • 401(k) with profit sharing., • Partial and/or full financial support for professional development, including certification programs and continuing education., • Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid/remote work options., • Parental leave and family leave policies., • Access to firm resources, internal planning services, and networking / thought leadership events.

Job Description About Stratus: Stratus is a multidisciplinary firm specializing in engineering, architecture, interior design, and consulting. Built on the union of deeply rooted firms and recognized industry leaders, we bring together broad expertise and a robust talent pool to deliver comprehensive end-to-end solutions. Serving public and private clients across Civic, Commercial, Industrial, Transportation, Education, and Government sectors, we approach every project—whether a targeted renovation or large-scale infrastructure—with precision, insight, and purpose. Stratus designs spaces that work, last, and make an impact. Job Summary: The Manager, Data & Analytics will lead the development of enterprise reporting capabilities, ensuring Stratus leadership has clear, accurate insight into project performance, revenue, percent complete, utilization, forecasting, and operational health. This role oversees the design and delivery of dashboards built from the Stratus data lake and key platforms (Deltek, CRM, ADP, Autodesk, etc.) while guiding analysts, establishing standards, and enforcing data governance practices. This leader will work cross-functionally across Finance, Accounting, HR, Project Management, IT, and Market Leadership to ensure reporting is consistent, trusted, and aligned with our One Stratus strategy, particularly as acquired companies integrate into our ecosystem. Primary Essential Functions: Leadership & Strategy • Lead the enterprise reporting roadmap, ensuring alignment with business priorities, M&A integration needs, and the Stratus growth strategy., • Deliver high-quality dashboards, consistent KPIs, and scalable data models., • Drive the adoption of standardized reporting across markets and legacy entities, ensuring consistency as the organization expands., • Oversee the creation of dashboards and reporting suites for project performance, financial management, percent complete, billing, utilization, staffing forecasts, backlog, and operational KPIs., • Ensure dashboards are accurate, intuitive, and meaningful for executives, PMs, market leaders, and functional teams., • Translate business requirements into detailed reporting specifications and technical designs., • Establish quality checks, validation protocols, and metadata standards to improve data reliability and user trust., • Collaborate with functional leaders to ensure consistent definitions of KPIs across Finance, HR, Operations, and PM functions., • Serve as a strategic advisor to leadership by providing insights that drive forecasting, resourcing, project profitability, and operational decision-making., • Work with Finance, Accounting, and PMs to streamline reporting processes previously reliant on manual spreadsheets., • Support M&A integration by designing reporting frameworks that scale as new companies onboard to Stratus systems. Competencies (Knowledge, Skills, Abilities): Knowledge • Must have extensive proven development experience with Fabric, Power BI, and Data Factory., • Enterprise BI strategy, data architecture, and scalable reporting frameworks (data lakes, semantic models, governance)., • Advanced understanding of SQL, data modeling, KPI standardization, and analytics best practices., • Deep knowledge of project accounting, financial reporting, and operational metrics used in AEC revenue, percent complete, WIP, utilization, backlog)., • Strong understanding of ERP, HRIS, CRM, and project-management systems—especially Deltek—in a multi-entity or M&A environment. Skills • Leading the design and delivery of enterprise dashboards and reporting suites for executives and operational leaders., • Managing and mentoring analysts, prioritizing workloads, and establishing repeatable reporting processes., • Driving stakeholder alignment, gathering requirements, and translating them into scalable analytics solutions., • Ensuring data accuracy, consistency, and quality through oversight of modeling, validation, and governance practices. Abilities • Build and maintain a unified reporting strategy that scales across acquisitions and supports One Stratus integration., • Anticipate business needs and proactively design reporting to improve project performance, forecasting, and decision-making., • Balance strategic planning with hands-on analytics work in a fast-paced, high-growth environment., • Influence cross-functional leaders and drive adoption of standardized KPIs, dashboards, and reporting workflows. Qualifications: Required • Associates or Bachelor’s degree in Data Analytics, Information Systems, Finance, Engineering, or a related field., • Associates and Certifications will also be considered with, • 5–8+ years of experience in analytics, BI, data modeling, or enterprise reporting; at least 2 years in a leadership or team lead capacity., • Advanced proficiency with BI & Azure tools including Azure Fabric, Power BI and Data Factory., • Strong SQL capabilities and experience working with data lakes, warehouses, and cloud data structures., • Demonstrated experience with project accounting metrics (percent complete, WIP, backlog, billing, utilization, revenue reporting)., • Strong communication and stakeholder management skills; ability to simplify complex data for executives. Preferred • Experience in the AEC industry or other project-driven professional services environments., • Experience with Deltek Vision/VantagePoint or similar ERP systems., • Experience supporting analytics in M&A or multi-entity environments., • Knowledge of data governance frameworks and KPI standardization work. Why Stratus: • Room to Grow: We’re expanding-and that means meaningful career paths, leadership opportunities, and space to specialize., • Strong Culture: A team-oriented environment that values transparency, creativity, and shared success., • Flexible Work Environment: We support hybrid work and balance because your well-being matters., • Support for Your Future: From mentorship and licensing support to training and development resources, we’re here for your professional journey Equal Opportunity Statement Stratus is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), 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. Stratus Team’s management Team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.

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 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. For more information about our Diversity, Inclusion and Belonging efforts, click HERE. 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, please contact Laura Massa directly via email . 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-LM1

Job Description Bilingual Sales Program Advisor DEPARTMENT: Care Center Sales REPORTS TO: Care Center Sales Manager FLSA: Non-Exempt (Hourly + Commission) Hours of Operation: Monday-Friday, 7am-8pm; Saturday & Sunday 8am-5pm Why You Should Join Us! • Hourly-rate pay along with uncapped, performance-based commissions and incentives, allowing you to maximize your earning through your own hard work and achievements, • A comprehensive health plan that includes medical, dental, and vision coverage to ensure you and your family have access to the care you need, • A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals, • Other fringe benefits including Birthday & Anniversary bonus, company-wide discounts, legal services, short & long-term disability, etc., • Positive work environments that offer work/life balance and professional growth, • Mission-driven work making a global impact with local roots, • The opportunity to have hands on work experience with industry leading, innovative technology Position Summary The Sales Program Advisor plays a pivotal role in driving revenue growth and expanding our (English and Spanish speaking) customer base nationwide. This position is responsible for managing inbound and outbound Care Center calls, selling Interlock products, and delivering exceptional service to both internal and external clients. By understanding customer needs and providing tailored solutions, the Advisor helps ensure satisfaction and contributes directly to the success and profitability of the organization. The Advisor is also entrusted with upholding our incredible reputation in the alcohol-monitoring industry through professional, empathetic, and solution-oriented interactions. Essential Duties and Responsibilities • Engage inbound and outbound callers using a consultative sales approach to promote and sell Interlock products, programs, and services., • Provide accurate product and service information, address inquiries, and resolve client concerns with professionalism and efficiency., • Identify and pursue new sales opportunities through networking, referrals, and cold calling., • Build and maintain strong relationships with clients to encourage repeat business and customer loyalty., • Conduct follow-up calls and manage correspondence to resolve issues and ensure client satisfaction., • Collaborate with internal teams and external partners to ensure seamless service delivery and uphold our reputation in the alcohol-monitoring industry., • Escalate and route issues appropriately while maintaining detailed records in CRM and other systems., • Gather and manage data across multiple technology platforms and handle documentation using standard office equipment., • Prepare and deliver compelling sales presentations tailored to client needs., • Stay informed on industry trends and competitor offerings through market research., • Adhere to company policies, procedures, and confidentiality standards., • Provide general Care Center support and perform other duties as assigned. Qualifications • Bilingual proficiency in English and Spanish required., • High school diploma or equivalent required., • Bachelor’s degree in a related field or equivalent professional experience is preferred., • Minimum of 6 months of relevant experience in sales, customer service, or call center environments., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Familiarity with CRM software and sales tracking tools., • Strong verbal and written communication skills with a professional demeanor., • Excellent attention to detail and ability to multitask with a sense of urgency., • Adaptable and resourceful in fast-paced, dynamic environments., • Courteous, confident, and collaborative interpersonal skills., • Self-awareness and the ability to read and respond to audience needs., • Understanding of industry trends and competitor offerings is preferred. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #LI-Remote

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 Types • Full-time, • Part-time

Job Description At Mass Mutual, we are committed to fostering a supportive culture where collaboration and growth form the foundation of our success. As an Experienced Investment Advisor, you will have the opportunity to lead and mentor a team of advisors, applying your expertise to cultivate rising talent. This position is ideal for individuals who have guided colleagues or thrived in sales management, providing a distinct opportunity to move into leadership within our fast-paced, innovation-focused environment. Our leaders have progressed through our promotion-from-within approach, and we also welcome fresh insights from experienced professionals like you. You will benefit from our customized training and development programs, created to provide you with the resources essential for success. We recognize commitment with a competitive benefits package that supports both your professional and personal development. By becoming part of our team, you will join a collaborative environment where your efforts are genuinely appreciated, and your career has the opportunity to thrive. If you are prepared to advance with us, let’s begin this journey together. Compensation: $125,000 - $160,000 yearly Responsibilities: • Develop comprehensive financial plans tailored to clients' needs and goals, • Conduct thorough financial analysis and provide insights on investment management and wealth management strategies, • Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives, • Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice, • Build and maintain strong client relationships through effective communication and customer relationship management, • Sales experience with one-on-one clientsQualifications:, • Proven experience in financial planning and analysis, • Strong understanding of financial concepts and services, • Proficiency in estate planning, tax experience, and securities law, • Skills in investment management, • Skills in wealth management, • Excellent mathematical abilities and financial software proficiency, • Effective collaboration and management skills, particularly in sales environments, • Strong customer relationship management and portfolio management experience Experience: • Financial Services: 3 years (Preferred), • Sales: 3 years (Preferred), • Insurance background, • Customer Service, • Good Communication Skills License & Certification: • Life, Health, and Annuity License (Required), • SIE, 65, or Series 7 License (Preferred)About Company Great Culture, Great Benefits, Excellent Training, and Support.

Job Description As a Financial Advisor at Virginia Asset Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can: · Help people and businesses become financially secure. Make an impact by inspiring others to take action · Earn unlimited income. There are no caps on how much you can make at Virginia Asset Management · Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule · Be a lifelong learner. Financial services are constantly changing, and you can be part of a dynamic, always evolving industry · Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss Advisors with Virginia Asset Management have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including fee-based financial planning, employee benefits solutions, insurance, investments, and qualified plans; additionally, there are no proprietary product sales requirements. Who we are seeking: · Someone with excellent interpersonal skills and sales abilities · Someone who believes in financial products and services · Someone who demonstrates determination and commitment · An entrepreneur who takes pride in his or her work Preferred: (but not required) · Prior sales success · Leadership experience · Solid understanding of the financial planning process and needs analysis · FINRA Series 7 & 66 registrations · State Insurance License – Life/ Health/Annuity · We cater to each individual and will customize a package based on experience FOR EXPERIENCED ADVISORS: · Competitive payouts · Office space, laptop, staff support provided at no cost · Dedicated transition support · Vast array of broker dealer & investment advisory platforms · Succession planning · Opportunity to teach workshops through firm led programs · Ability to mentor or build a team with candidates sourced by firm FOR INEXPERIENCED ADVISORS: · Training which includes licensing exam study materials · Paid apprenticeship and a 48-month paid Residency · Office space, laptop, staff support provided at no cost · Mentor relationships · Product specialist support Virginia Asset Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice to the next level and/or develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today! Becoming a Financial Advisor at Virginia Asset Management is not just another job; it’s a rewarding, lifelong career. COMPANY DESCRIPTION: Under the leadership of Michael R. White and Christopher E. Williams, Virginia Asset Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in Midlothian and has additional office locations throughout Virginia, Raleigh, NC, and Aliquippa, PA. We’re everything you want your financial services company to be. As an independent firm, we can provide you with sound, comprehensive financial solutions tailored to your unique situation. Many of our advisors have been here since the firm inception in 1986, so you can rest assured knowing that you are receiving quality financial advice and services from a tenured group of experts. · Our mission is to build relationships that last a lifetime · Our vision is to be recognized and respected as a premier financial services firm by providing professional advice, quality products and excellent service · Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company and broker dealer firm Company DescriptionVirginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.

Job DescriptionCompany Description CapTech is a team of master builders, creators, and problem solvers who help clients grow efficient, successful businesses. We unite diverse skills and perspectives to transform how data, systems, and ingenuity enable each client to advance what’s possible in a changing world. As perceptive partners, our U.S-based consultants find inspiration in the unknown and enjoy getting our hands dirty solving our clients’ myriad of challenges. Across industries and business goals, we fuse technical depth and analytical prowess with creative savvy to move clients forward. This drive helps each organization use technology, management, and insight to turn ideas into action. Together, we create outcomes that exceed the expected — which is one of the reasons we’ve been on the Inc. 500/5000 list for over a decade. Job Description As a Program Manager / Account Manager with CapTech, your focus will be helping our clients deliver results against some of their most complex business and technology initiatives. The Program Manager / Account Manager will partner with and ensure the long-term success of our clients. Different projects could challenge you to succeed as a highly consultative senior management advisor or to drive highly visible technical projects based on your planning, execution, and client relationship management skills. The Program Manager / Account Manager will develop long-term relationships with our client stakeholders and ensure successful service delivery. Specific responsibilities for the Program Manager / Account Manager position include: • Establish collaborative partnership with key stakeholders to assess and recommend optimal business and technical solutions., • Lead cross-functional delivery teams to deliver impactful business outcomes., • Develop integrated plans to establish, monitor, manage and report key milestones and deliverables., • Support the triage and resolution of critical program or project issues and scope changes throughout the project phases., • Develop a trusted advisor relationship with key client stakeholders and executive sponsors, • Build and maintain strong, long-lasting customer relationships., • Perform hands-on project work, including analysis, design, process engineering, and change management, as needed by the project., • Advocates for digital accessibility and inclusive design practices in all projects and client interactions. Qualifications Specific qualifications for the Program Manager / Account Manager position include: • Bachelor’s degree in Business Administration, Computer Science, MIS or equivalent combination of education and experience, • PMP certification preferred., • Proven account management or other relevant experience., • Minimum 8 years of experience in project or program management role, preferably with full agile development life cycle experience., • Demonstrated track record of successful ability to manage large and complex consulting engagements., • Ability to assess client needs, identify omissions and gaps, and design optimal solution., • Creative thinking and seeking innovative solutions to complex technical/business problems., • Ability to establish immediate credibility with clients, build consensus, and achieve goals through influence., • Excellent communication skills, listening, negotiation and presentation skills. 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. 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 We are looking for a Tax Accountant CPA to join our team! You will be responsible for preparing and analyzing financial records for our company. Ideal candidate will be located in Richmond, VA. We would consider transitioning to a hybrid remote working environment after tax season is completed. Responsibilities: • Prepare and review business and personal tax returns, • Manage tax return process & client data, • Train and become a tax planning advisor helping clients through various strategies, • Prepare and present tax planning kickoff calls, implementation calls and quarterly calls helping clients with their tax questions throughout the year, • Review work of staff accountants / bookkeepers, • Delegate work from clients to staff accountants / bookkeepers, • Record tax entries within client’s accounting system and spot potential tax errors, • Keep up to date with latest tax legislation changes and IRS pronouncements as they become available, • Research strategies that may apply to clients and keep up to date with the evolving tax industry, • Eventually, prepare and present tax planning kickoff calls, implementation calls and quarterly calls working with clients on their tax questions throughout the year Qualifications: • 5-10 years minimum experience in accounting and tax, • Fundamental knowledge of GAAP & tax basis, • Understanding of SARS rules for issuing financial statements to clients, • Ability to prepare and release financial statements to clients, • Experience with current computer accounting programs and reporting tools such as Thomson Reuters Suite, Quickbooks, Xero, and Dillner's, • Detail and deadline-oriented, • Strong analytical and problem solving skills, • Assist with various entity extension deadlines, • Experience preparing 1040, 1041, 1120, 1120S, 1065, and 990 tax returns Company DescriptionOur office prides itself in being a positive and fulfilling work environment. We strive to provide employees a good work/life balance, while still maintaining the highest possible level of service to our clients. We offer a great PTO package and flexible working hours in an effort to accommodate busy schedules. Please feel free to check out our website for our Tucson Home Office Please take time to fully complete the interview questions. Keep in mind when answering these questions that this is your opportunity to stand out from other applicants. Make it count. Applicants that do not complete the interview questions will not be considered.Our office prides itself in being a positive and fulfilling work environment. We strive to provide employees a good work/life balance, while still maintaining the highest possible level of service to our clients. \r\n\r\nWe offer a great PTO package and flexible working hours in an effort to accommodate busy schedules. \r\n\r\nPlease feel free to check out our website for our Tucson Home Office\r\n\r\nPlease take time to fully complete the interview questions. Keep in mind when answering these questions that this is your opportunity to stand out from other applicants. Make it count. Applicants that do not complete the interview questions will not be considered.

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 primary focus of a Sr. Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. As a Sr. Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Responsibilities: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled., • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • Guiding and training peers on new tasks Education: · High School diploma with a Bachelor's degree highly preferred Experience: · Five plus years of job related experience required · Financial services industry required · Prior experience working in an office environment with a customer service focus helpful Certifications: · Notary designation a plus Job Skills: · Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail · Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors · Excellent verbal and written communications skills a must · Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus. · Strong desire for continuous self-learning and professional growth Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. 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 $63,325.16—$74,500.19 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 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 Job Title: Corporate Accountant Location: Mechanicsville, VA Department: Finance Reports To: Corporate Controller Job Summary: We are seeking a highly experienced and analytical Corporate Accountant to play a critical role in managing complex accounting tasks and ensuring the integrity of our financial reporting. This position is ideal for a seasoned professional with deep knowledge of corporate accounting principles, regulatory compliance, and financial analysis. The Senior Corporate Accountant will lead month-end closings, support audits, assist with strategic financial planning, and mentor junior staff. Key Responsibilities: • Lead and manage the month-end and year-end close processes, ensuring timely and accurate reporting., • Prepare and review journal entries, general ledger reconciliations, and financial statements in accordance with GAAP (or IFRS)., • Analyze financial results and prepare internal reporting packages for senior leadership., • Assist in the development of financial forecasts, annual budgets, and variance analyses., • Coordinate and support internal and external audits, including preparation of audit schedules and documentation., • Ensure compliance with all relevant accounting standards, tax regulations, and internal control policies., • Oversee fixed asset accounting, intercompany reconciliations, and accruals., • Identify and implement process improvements and automation opportunities to enhance reporting efficiency., • Serve as a technical accounting resource and advisor to the finance team., • Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or MBA preferred., • CPA certification required (or equivalent international designation)., • Minimum of 5–7 years of progressive accounting experience, ideally in a corporate or public accounting environment., • Deep knowledge of U.S. GAAP, internal controls, and financial reporting standards., • Advanced proficiency in Microsoft Excel, QuickBooks Online (QBO), and experience with ERP/accounting systems (e.g., SAP, Oracle, NetSuite)., • Strong attention to detail, with exceptional organizational and analytical skills., • Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment., • Excellent communication and interpersonal skills, with experience presenting financial data to non-financial stakeholders., • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance, • Schedule:, • 8 hour shift, • Supplemental pay types:, • Accounting: 5 years (Preferred), • GAAP: 5 years (Preferred), • License/Certification:, • No

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. Learn more at captechconsulting.com. Job Description We are seeking an exceptionally motivated Insurance Growth Account Executive who thrives on uncovering opportunities, seeking out and solving client challenges creatively, and building lasting relationships that fuel account expansion. In this role, you will position CapTech for continued growth by combining delivery excellence with proactive business development. You will balance strategic account leadership with hands-on execution, serving as both a trusted advisor to the client and a growth catalyst for CapTech. Success requires operating with a sense of urgency, the flexibility to adapt to client needs and market realities, the curiosity of a problem-seeker, and the confidence to lead dynamically while delivering measurable value. Responsibilities * Drive Account Growth: Develop and execute account growth strategies, including playbook creation, pipeline development, and targeted relationship plans. * Activate your Network: Leverage an established network to accelerate revenue growth from day one. Maintain and expand personal and professional relationships, bringing in warm leads and active opportunities. * Upsell & Cross-Sell: Expand CapTech’s footprint by introducing new services, ensuring we are seen as a critical extension of the client’s business. * Expand Opportunities: Identify, pursue, and secure new business opportunities within existing accounts, delivering consistent year-over-year revenue growth. * Balance Growth & Delivery: Split time and focus between business development and delivery oversight across consulting solutions. * Stay current: Rapidly build expertise in CapTech’s solutions and maintain deep awareness of emerging industry trends, technologies, and market dynamics. * Deliver Value: Translate client needs into innovative solutions that create measurable business impact. * Ensure Account Health: Oversee financial and operational management of the account, including margin, forecasting, and resource alignment, ensuring long-term sustainability alongside growth. * Engage Clients Deeply: Prioritize building relationships, in-person whenever possible. Immerse yourself in client culture, community, and leadership forums to strengthen trust and establish CapTech as a strategic partner. * Lead with Agility: Adapt quickly to evolving client priorities and market shifts, ensuring CapTech remains a relevant and trusted partner. * Ensure Delivery Excellence: Lead cross-functional teams, manage stakeholder expectations, and resolve issues quickly to protect client satisfaction and trust. * Coach & Develop Talent: Mentor account managers and consultants on relationship building, opportunity identification, and growth best practices. * Execute with Impact: Lead proposals, SOWs, and growth initiatives while proactively introducing CapTech’s broader service offerings. * Collaborate with Candor: Communicate thoughts and perspective with internal team and external client and challenge appropriately, pressure test assumptions and develop trust and credibility. * Demonstrate Commercial Mindset: Lead client negotiations to secure multi-year deals, renewals or expansions and act as a financial steward of CapTech and clients. * Think Beyond the Sale: Understand how problems/solutions extend beyond the immediate buyer and the upstream and downstream impacts to stakeholders across the value chain and alignment to enterprise strategy. Qualifications * Bachelor’s degree in Business Administration, IT, or equivalent experience * 8+ years of consulting or industry experience with proven account management responsibilities * 8+ years of program/project management experience leading technology initiatives * Demonstrated success driving account growth and managing large, complex engagements * Proven ability to build and execute sales pipelines, expand client revenue, and consistently meet/exceed growth targets * Experience managing accounts up to and greater than $5M in revenue with demonstrated experience growing accounts by 15-20% annually * Advise business and IT stakeholders on modernizing legacy core systems (e.g., policy, underwriting, claims) to cloud-based or SaaS platforms * Partner with underwriting, actuarial, claims, and operations teams to translate business requirements into scalable technical solutions * Drive digital enablement initiatives including customer portals, agent portals, mobile applications, and omnichannel capabilities * Architect and oversee integrations between core insurance systems and third-party solutions (rating engines, data providers, payment platforms, CRM) * Deep understanding of insurance value chain including underwriting, policy lifecycle, claims management, billing, reinsurance, and regulatory compliance * Experience with P&C, Life, or Health insurance core platforms (e.g., Guidewire, Duck Creek, Sapiens, Origami Risk, etc.) * Knowledge of regulatory and compliance requirements (NAIC reporting, state DOI regulations, data privacy standards) * Skilled in developing joint account plans with consulting, delivery, and alliance/partner teams to accelerate growth. * Demonstrated ability to navigate complex procurement cycles and influence buying decisions in highly regulated payer environments. * Strong experience engaging and influencing C-suite executives and senior client stakeholders * Flexibility to adapt strategies to shifting client needs and market dynamics * Problem-seeker mindset: anticipates challenges and frames them into tailored, outcome-driven solutions * Dynamic leadership presence and the ability to guide clients and teams with confidence and influence * Value creator with a passion for delivering measurable business outcomes that advance client success * Entrepreneurial drive to identify opportunities early and act decisively and with urgency to capture them * Ability to be on-site up to 5 days a week in Richmond, with some travel to be customized by account requirement 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. We support a hybrid workforce by allowing CapTech employees to work remotely when compatible with CapTech and client needs. Employees must be available to work onsite in a CapTech office or client location as requested. * 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. 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-JB1 #LI-hybrid

Job DescriptionPosition Summary: The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards. Responsibilities: Sales & Marketing: • Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities., • Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns., • Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement., • Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools., • Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share. Business Consulting & Coaching: • Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance., • Conduct regular strategic meetings to review metrics, address issues, and maintain accountability., • Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges., • Build strong, trust-based relationships that support candid coaching and long-term success. Operational Excellence: • Ensure franchisees consistently follow brand standards and required processes., • Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery., • Support system adoption, training initiatives, and the development of operational capabilities across the franchise network., • Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools. Financial Performance: • Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability., • Provide coaching on job costing, pricing strategy, and expense management., • Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility. Business Growth & Development: • Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments., • Support franchise owners in building organizational structures that can scale as revenue growth demands., • Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction., • Share system-wide best practices to elevate performance across the network. Compliance, Reporting & Communication: • Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics., • Communicate trends, risks, and opportunities within the consultant's portfolio to leadership., • Ensure adherence to brand standards, policies, and contractual obligations. Qualifications: • 5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred., • Bachelors degree in Business or a related field preferred, • Demonstrated ability to coach, influence, and motivate business owners toward improvement., • Strong business acumen, including the ability to interpret financial statements and operational KPIs., • Excellent communication, relationship-building, and problem-solving skills., • Ability to manage multiple priorities and adapt coaching style to diverse business owners., • Willingness to travel for onsite visits as needed., • Familiarity with EOS Traction is a plus Success Traits: • Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships., • Strategic: Uses data and insight to guide business owners toward smarter decisions., • Operationally savvy: Understands how systems, processes, and structure drive performance., • Highly relational: Builds trust quickly and communicates with clarity and empathy., • Forward-thinking: Identifies risks and opportunities early and acts proactively., • Adaptable: Works effectively with different personalities, business models, and experience levels. Expectations: • Complete required travel within approved budget guidelines on a per trip basis, • Maintain a communication log for all franchisee interactions in company software, • Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues., • Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values., • Travel up to 25% of the time. Average one 3-4 day trip per month FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss.WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote