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Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Broking Consultant is responsible for providing expert advice to clients, analyzing their insurance needs, and recommending suitable coverage options. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets. Will also be responsible for leading the renewal, tender and prospecting processes Primary Responsibilities • Perform the services of a Property and Casualty Insurance Broker for all lines of coverage, • Advise and execute on the placement strategy of new and renewal P&C programs on behalf of existing and new clients in collaboration with the Client Advisor and service team., • Execute coverage placement strategy within required timeframe., • Analyze and review insurance programs for clients to determine optimum program including structure, pricing, terms and conditions for both new and renewal business., • Help with the development of new and innovative solutions for the Commercial Lines Practice, • Develop, maintain, and expand strong, collaborative relationships with Trading Partners including direct insurance companies, intermediaries, and alternative risk facilities., • Aid in the development of Broking Associates and Specialists on the team, provide mentorship and guidance., • Work as a team member and collaborate with other colleagues within the team., • Execute corporate Trading Partner strategy and influence other team members to do same., • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures, • Purposeful, results-driven, competitive, tenacious desire to win, • Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients, • Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey/NY Metro. The base salary for this position at the time of this posting may range from $88,900 to $109,800. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR FkKJyxoT84

Job DescriptionDescription: The Quality Inspector for metal stamping plays a crucial role in ensuring that all products manufactured meet specified quality standards and customer expectations throughout the production cycle. This position involves rigorous inspection processes, collaboration with various teams, and a commitment to continuous improvement to uphold the integrity of our products. Requirements: Key Responsibilities: · Thoroughly examine incoming raw materials to verify compliance with established specifications and quality standards. · Document and communicate material discrepancies to suppliers and internal stakeholders to facilitate timely resolutions. · Conduct systematic and detailed inspections at various stages of the metal stamping process, including during setup and ongoing production runs. · Utilize precision measurement tools, such as calipers, micrometers, and coordinate measuring machines (CMM), to assess dimensions, tolerances, and overall component integrity. · Execute comprehensive evaluations on finished products, ensuring conformity to engineering specifications, customer requirements, and regulatory standards. · Prepare and maintain detailed inspection reports, highlighting any non-conformities and recommending corrective actions as necessary. · Perform functional, durability, and performance testing on products, if applicable, to guarantee they meet operational requirements. · Analyze and interpret test results to identify trends, potential defects, and opportunities for process enhancements. · Work closely with production supervisors, engineers, and other team members to address quality issues effectively and implement corrective actions. · Actively participate in cross-departmental meetings focused on quality improvements, safety initiatives, and production efficiency. · Maintain rigorous documentation of all inspections, tests, and quality control processes to ensure traceability and compliance with industry standards. · Prepare and present quality performance reports to management, including analysis of quality metrics and any corrective actions taken. · Ensure adherence to all quality management protocols, industry standards (such as ISO or TS standards), and company policies. · Assist in conducting internal and external audits, providing necessary documentation and insights related to quality control practices. Qualifications: · High school diploma or equivalent; a technical degree in quality control, engineering, or a related field is preferred. · Proven experience (2+ years) in quality inspection, specifically within a metal stamping or manufacturing environment. · Strong analytical skills with a keen attention to detail and the ability to identify and document defects clearly. · Proficient in using various inspection tools and measurement devices, with familiarity in computer software for data analysis and reporting. · Excellent problem-solving abilities, strong communication skills, and the capacity to thrive in a fast-paced manufacturing environment. Physical Requirements: · Ability to stand for extended periods while conducting inspections and use precision measurement equipment. · Capability to lift and maneuver materials and products weighing up to 25 pounds as needed. Work Environment: · The role is primarily performed in a manufacturing floor setting, with exposure to machinery, metalworking processes, and varying temperatures. · Adherence to safety protocols and wearing personal protective equipment (PPE) is mandatory. This enhanced job description provides a detailed overview of the responsibilities, qualifications, and working conditions for a Quality Inspector in metal stamping, emphasizing the importance of quality assurance in the manufacturing process. Benefits: · Competitive salary based on experience and qualifications, with opportunities for overtime pay. · Comprehensive health benefits package, including medical, dental, and vision coverage. · Retirement savings plan with employer match to help secure your financial future. · Access to ongoing professional development and training opportunities to enhance your skills and career growth in the industry. Application Process: Interested candidates should submit their resume along with a cover letter highlighting their relevant experience and qualifications to

Job Description Job Overview We are seeking a detail-oriented Cost Analyst to join our manufacturing team. The Cost Analyst will be responsible for analyzing manufacturing costs, identifying cost-saving opportunities, and ensuring that the organization maintains profitability through effective cost management practices. This role involves working closely with various departments to gather data, conduct financial analysis, and provide insights that drive decision-making. Essential Functions • Recommend and direct changes in operating procedures to improve efficiency in payment and procurement processes., • Perform detailed cost analysis of products and services, providing insights on cost-saving opportunities., • Develop and maintain cost reports for purchased materials and services, labor cost and hours, ensuring accuracy and transparency., • Assist in the preparation of annual budgets and forecasts related to manufacturing operations, identifying potential areas for cost reduction., • Coordinate with management to ensure cost forecasting reports are consistently checked and applied., • Monitor and document actual and estimate reports., • Support the Procurement Department in budgeting and forecasting by providing relevant cost data., • Monitor and report on variances between actual costs and budgeted costs, highlighting areas for improvement., • Stay up to date on project budgets and project spending., • Examine data to help with reducing costs in all operations., • Maintain and track Tool Crib inventory to ensure accuracy and availability., • Contribute to developing yearly operation plans, budgets, and estimating new product costs, including economic analysis., • Support daily issues that arise in cost related meetings., • Support a monthly meeting with team members., • Bachelor's degree in finance, Accounting, Business or relevant field, • Between 3 – 5 years of proven experience as an analyst in supply chain or finance., • Excellent analytical, mathematical, and problem-solving abilities., • Superb communication and presentation skills., • Aptitude to succeed in a stressful and deadline-oriented environment with cross-functional teams. #EuroHigh

Job Description Under the direction of the Finance Manager, the accounting coordinator will perform a variety of accounting and finance related tasks and analysis, such as filing and organizing documents for department, data entry, managing Accounts Receivable and Collections, maintaining Accounts Payable, and basic financial analysis and reporting. This is a great entry-level role that offers opportunities to learn a lot and work with a team-oriented, fast-growing, global organization. This is a great opportunity to gain exposure to the many facets of finance and make your mark in an exciting technology industry. ESSENTIAL DUTIES AND RESPONSIBILITIES • Act as finance liaison between various departments to bring necessary reconciliation results to fruition., • Manage all credit applications, reseller certificates, and legal documents., • Draft Customer Sales Invoices for approval by Sales Team and Finance Manager., • Manage Accounts Receivable and Accounts Payable email folders. Respond to customer/vendor emails in a timely fashion and follow up with customers with overdue accounts., • Enter bills into billing system and reconcile sync errors., • Assist with new customer onboarding, e-commerce portal setups and invoicing., • Prepare monthly A/R aging report, calculate DSO., • Perform initial review of expense reports for proper account coding. Data entry and update of expenses with supporting documentation in G/L system as coded by Finance Manager., • Work closely with Service team to maintain status and proper recognition of revenue when services are rendered complete., • Generate customer and financial reports as needed by management., • Import monthly journal entries into G/L system. Assist Finance Manager with Tax Return and sales tax filings. Preparation and assistance with third party Audit requests as needed., • Provide ongoing suggestions for improvement of current functions to maximize productivity., • Perform all other duties and/or ad-hoc projects as assigned with a openness to adapt to changing department demands. REQUIREMENTS/QUALIFICATIONS • Associates/Bachelors degree or students majoring in Business/Economics/Accounting., • Demonstrated accuracy and attention to detail., • Good oral/written communication and interpersonal skills required., • Demonstrated organizational skills and ability to prioritize., • Good mathematical and analytical skills., • Integrity, initiative and proven work ethic., • Demonstrates good judgement and discretion when handling confidential information. DESIRED KNOWLEDGE/SKILLS • Microsoft Office Suite including Outlook, Word, Excel, Access, Power BI

Job Description GOODWILL INDUSTRIES OF GREATER NEW YORK & NORTHERN NEW JERSEY INC. JOB DESCRIPTION Position Title: Key Holder About This Role Goodwill Greater New York and Northern New Jersey (GWNYNJ) believes that the power of work and sustainable fashion is how we unlock the good in our communities. For over 100 years, we have helped people get jobs, stay employed, and progress in careers across New York and Northern New Jersey. We believe that diversity drives innovation and strengthens our workplace. We are committed to fostering our inclusive environment where all employees feel valued, respected, and empowered to contribute fully. We welcome applicants of all backgrounds, identities, experiences, and abilities. We are seeking an experienced Key Holder If you are looking to join our dedicated team, we want to hear from you! The Awesome Things You’ll Do The Key Holder is responsible for supporting the Store Manager in the daily operation of the store and overall customer experience. He/she demonstrates leadership by modelling Goodwill NYNJ CARE service standards to elevate sales performance. This individual will help to train and coach associates to achieve all set expectations. The Key Holder has the ability to execute all operational functions to Brand standards and drive positive customer experiences in the absence of the Store Manager. • Lead a high performing customer first orientated team. Coach and provide feedback to the team as necessary to ensure all customers and donors serviced in the store are given the full CARE experience in line with brand strategies. Manage customer flow to ensure the best possible experience and that every customer is engaged., • Lead by example by setting the standard to deliver excellent service to customers., • Drive partnership on the selling floor between sales specialists and store associates., • Develop and retain talented employees, by coaching in the moment and providing feedback to the Store manager to support training and development., • Resolve all customer complaints and issues quickly, efficiently and with respect resulting in an overall positive experience. Partner with the Store Manager where necessary., • In absence of the Store manager, responsible for executing all operations., • Possess a strong understanding of the business and effectively communicate needs and ideas to elevate the business., • Assist Store Manager in driving Goodwill brand loyalty through coaching sales team to share knowledge of Goodwill Rewards program and Mission, consistently educating customers of the benefits of participation., • Possess a thorough understanding of company policies and procedures and consistently follow and enforce company guidelines on operations., • Communicate product needs to the stock team ensuring that flow of product to the floor is quick and efficient., • Ensure the selling floor is neat, clean, organized and reflects the correct visual image at all times., • Ensure presentation of all windows, displays, fixtures and all visual areas are reflective of current visual direction., • Enforce and support Store Manager in holding team accountable to Company policies and procedures., • Additional duties as required. Activities are subject to change / be added to meet business needs with management approval. Some Benchmarks Customer Service: • Verbally great customer and offer assistance within 30 seconds., • Inform all customers of weekly sale color and newly produced color, make announcement every 15 minutes., • Offer customer a shopping cart or basket while in the store., • Keep sales floor and fitting rooms clean and free of clutter, hangers and clothes off the floor., • Answer the phone in a professional manner. If stationed on the register: • Greet all customers with a warm greeting, a smile, eye contact, positive attitude ask each customer if they are a Goodwill Rewards Member, if not, discuss benefits and offer to enroll the customer ask each customer to Round Up their purchase and discuss our Mission., • Thank each customer for their purchase, hand them the receipt, invite them back to the store, • Keep register area clean and free of clutter. • Round Up goal = 43% If requested to work production, the benchmarks are as follows: Empty Z rack = 15 min (85 pieces) Empty grey cart of wares = 15 min (35 pieces) Empty grey cart of shoes = 15 min (35 pieces) Sort: 1 blue bin = 1 hour Hang: 2 racks = 1 hr (170 pieces) Tagging: 15 min per z rack (4 z racks an hour, 340 pieces) Wares: 1 hour = 2 grey cart of wares (70 pieces/hr) Shoes: 1 hour = 2 grey cart of shoes (70 pieces/hr) Textiles: 2 hours = 1 complete rack of textiles Benchmarks are subject to change to meet business needs with management approval. Our Must Haves • Minimum 1+ year experience in retail store supervisory required., • High School Diploma, equivalent, or combination of education and relevant experience required., • Skills Required: Describe the minimum skills required or preferred, • Proven ability to drive and exceed individual and store results., • Proven ability to build lasting relationships with customers and colleagues., • Ability to adapt to and engage with different customers., • Strong interpersonal and communication skills (verbal and written) with customers, sales leadership team and colleagues., • Demonstrated collaborative skills and ability to work well within a team., • Ability to receive feedback and take action when appropriate., • Accuracy and attention to detail required., • Ability to work a flexible schedule based on business needs which includes, evenings, weekends and holidays., • Ability to handle multiple tasks while working in a fast‐paced and deadline‐oriented environment., • Special Working Conditions: Describe unusual working conditions or environmental factors., • See Attached Physical Demand Analysis Special Working Conditions • Report all employee relation issues in a timely and effective manner, partnering with the Store Manager and HR when necessary., • Assist the Store Manager to recruit, train, and develop team ensuring all positions are filled in a timely manner with qualified candidates., • Continually provide feedback to the Store Manager on employee level of proficiency in their role and support with training and development., • Assist in ensuring the integrity of staff’s time and attendance., • Ensure Dress Codes and Uniforms are always professional, reflective of Brand image and always adhered to., • Enforce of all company policies and procedures, standards of operations and support leadership team. What We Offer • Generous Time off policy to use when you need it, • Health, wellness and financial resources to help you achieve our personal goals, • Robust health benefits including medical, dental, vision, parental leaves and company sponsored life insurance, • Retirement matching programs and contributions, • Transit and commuter benefits You bring the Good in Goodwill We believe in creating space for everyone to do their best work and have individual and collective impact. We believe in challenging the status quo and setting ambitious goals in the name of doing more good. We believe that being your best self and helping others do the same is how we bring our mission alive. Even if you don’t think you meet all the qualifications listed for the job, we would love to hear from you! If you require a reasonable accommodation at any point in the application or interview process, or if you are unable to apply through our recruitment portal, please contact us at . We are happy to assist and ensure you have an equal opportunity to apply. Flexible Scheduling. Must be available to work Weekends. 37.5 hours per week.

Job DescriptionJoin Aledade as a Practice Transformation Specialist (PTS) for our New Jersey practices and personally make an impact on patient care. Practice Transformation Specialists are HQ’s most direct interface with providers and can glean valuable insight into our partner practice’s happiness and needs. A successful PTS is passionate about population health, and highly mission oriented around providing better care to patients while reducing costs. At Aledade, a PTS can impact the health of their community by transforming one practice at a time. Please note: candidates must be based in New Jersey to be considered. Primary Duties:Direct Practice Support: • Implement products and execute ACO initiatives with direction from Market Leadership., • Accountable for implementing and supporting wellness visits, transitions of care, active management and ensuring practices meet goals set forth in mutually developed Practice Transformation Plans.ACO Training & Development:, • Work to assist in training office staff and physicians & providers (in coordination with Aledade's Value Based Care Curriculum") on processes and technologies., • Provide continual assessment of practice’s and staff’s training needs., • Develop and nurture lasting relationships and engagement with physicians, providers, and healthcare system executives to support and enhance financial and quality performance across performance metrics.Customer Success:, • Listening to practices concerns, relaying important information to Manager/Leads to understand opportunities for improvement.Minimum Qualifications:, • Must be resident of New Jersey, • Graduate of an accredited college or university. 4-6 years of significant and relevant work experience in medical practice management in lieu of educational requirements may be accepted, particularly with significant administrative experience in a clinic setting., • 3 years of experience with Electronic Health Records (EHR) for clinical/practice management processesPreferred KSA's:, • Excellent oral and written communication skills (i.e., public presentation skills), organizational and project management skills, and team-building skills, • Familiarity with process mapping and work-flow analysis tools, • Excellent computer skills and willingness to learn additional software applicationsPhysical Requirements:, • Sitting for prolonged periods of time, • Extensive use of computers and keyboard, • Occasional walking and lifting may be required

Job DescriptionDescription: Stone Transformation’s People, Engagement and Performance Practice focuses on helping our clients achieve their intended transformational outcomes through strategic and creative solutions that enable employees to feel aware, prepared and equipped to manage change in their organization. Our team members are seasoned in providing customized strategies and plans to support our clients in being successful in the following areas: • Change Enablement – Change Management & Change Agility, Communications & Engagement, Technology Adoption, • Organization Effectiveness – Team Effectiveness, Leadership Coaching, Competency Development, • Expert in change management methodologies, frameworks, and deliverables, • Experience leading and developing and executing readiness and adoption strategies, including leadership and stakeholder engagement, resistance management, training, communications, and relevant metrics, • Manage and deliver business-critical change initiatives with clients, • Create a customized change management roadmap based on the needs of the project and implement the change management activities for each phase of the project, • Facilitate workshops to identify vision, program value, major stakeholders, impacted users, and assess sentiment, • Lead impact analysis, assess change readiness, and identify key stakeholders., • Define and assess organizational changes resultant from complex transformations and the change management and communications interventions required, • Strong coaching and influencing skills; ability to influence others and move toward a common vision and/or goal., • Experience in working in multiple industries (e.g., financial services, health care and life sciences, public sector, manufacturing, food services, etc.) for multiple clients, • Experience with people management and the ability to lead and inspire team members, • Ability to think creatively and innovatively to address complex technical/business problems, • Champion a compelling point of view in given subject area(s), including best practices and emerging trends, • Drive clarity from ambiguity, and present thoughtful and comprehensive strategies, recommendations, and plans, • Pivot from strategy to execution, and back, based on evolving client needs, • Lead and inspire yourself, as well as client, to deliver against the highest standards of deliverable quality and professional integrity, • Contribute actively to the growth and evolution Stone’s People Engagement & Performance capabilities, offerings, and community, • Manage a book of business (such as a small account or a project team), • Support business development to extend own engagements, as well as to expand the presence of Stone at existing or new clients, • Sales contribution of $500k+, • Familiarity with software and product development lifecycles, and project or program management principles, • Delivering client-focused solutions that leverage the latest tools and practices (e.g., generative AI to accelerate solution delivery), • Ensure that key change initiatives deliver on business, schedule, and budget objectives, • Determine relevant and appropriate metrics to help measure the client’s progress, reinforce behavior, and adjust to improve results, • Coordinate across initiatives to understand external programs to combat change fatigue, • Develop Executive-level presentations, • Develop readiness and upskilling content based on customer experience (CX) best practices, • Identify opportunities to provide or create additional client value, • Oversee and collaborate with project team members and contribute to internal communications, • Lead the development of high-quality and timely deliverables, • Demonstrated track record of successful designing, managing, and executing large and complex consulting engagements to transform enterprises, business units, or operating models, • Leading strategic ideation sessions and developing data-driven business cases that align initiatives with organizational goals and demonstrate clear value propositions, • Developing, leading, and delivering client pursuits and proposals to win programs/projects, • Delivering projects using Agile methodology and/or working in an Agile environment, • Represent/coach direct reports in performance discussions, • Coach any reports (across: industry, practice, account), • Create positive culture around their project/portfolio, • Develop, champion, and recommend changes to policies and guidelines to meet strategic objectives, • Coordinate, plan, and facilitate virtual, hybrid, and in-person stakeholder meetings., • Advanced consulting skills and behaviors centered around client success, • Project management knowledge, • People & team management skills and experience, • Conflict resolution skills and experience, • Business development skills such as solutioning, proposal development, and pricing, • Analytical and problem-solving skills and experience, • Experience with large-scale, complex organizational change efforts, • Excellent active listening skills, • Ability to work at high levels of an organization and work in the details of a project, • Expertise in methods and practices involved in providing communication, and ensuring effective teamwork on enterprise-level projects, • Expertise in change management approaches, tools, and phases of the project lifecycle, • Advanced Communication (verbal and written), presentation, and executive stakeholder engagement skills, • Ability to clearly articulate messages to a variety of audiences, • Ability to establish and maintain strong relationships, • Ability to work effectively at all levels in an organization, • Must be a team player and able to work collaboratively with and through others, • Acute business acumen and understanding of organizational issues and challenges, • Familiarity with analytics and visualization platforms, • Ability to support lean learning needs and game-based learning, • Consulting experience required, • At least 15-20 years of experience in a change management role, leading significant change management engagements with successful outcomes in complex organizations, • Expertise in business development and managing a portfolio of projects or a mid-large size team, with demonstrated track record of $500k+ in sales and/or owning a book of business, • Demonstrated experience leading a team towards change and transformation initiatives for global enterprises, large business units, and complex IT environments, • Ability to establish immediate credibility, build consensus, and achieve goals through influence at the senior executive and front-line employee levels, • Strong client-facing presence, facilitation skills, drive for results, attention to quality and detail, and a collaborative attitude, • Expert knowledge of multiple change management principles and methodologies, • Strong facilitation experience, • Ability to quickly build trust and value-based relationships with employees at all levels of an organization, • Advanced proficiency with the Microsoft Office Suite and Project Management frameworks, including expert-level proficiency in Microsoft PowerPoint, • Entrepreneurial mindset and comfortable with ambiguity, • Strong work ethic, • Flexibility with work location depending on business needs and living within a reasonable distance to the office, • Exceptional communication skills, both written and verbal, • ProSci ADKAR or other formal change management methodology knowledge preferred (certification not required)

Job Description A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job DescriptionSummary At Factory Direct Enterprises LLC d/b/a Ashley (FDE), we are committed to "Amazing" our Team Members by supporting their journey toward becoming their best selves. This commitment is reflected in our competitive compensation, benefits, culture, and growth opportunities, all of which align with our vision of being the employer of choice in every community we serve. Who We Are: • #1 Selling Furniture Brand in the World, • #1 Retailer of Furniture and Bedding in the United States As an industry leader, we offer the best compensation package in the furniture industry, including: • Competitive Base Salary range between $ $105,000 – $125,000 annually based on qualifications and relevant experience., • 401(k) Program with a company match., • Paid Time Off and Holiday Pay, including your birthday., • Medical, Dental, and Vision Benefits starting as low as $25 a week., • Referral Bonuses: Earn up to $1,000 for referring qualified candidates for open positions. Our Culture and Team Member Programs: At FDE, we pride ourselves on a culture of recognition and growth. We believe in investing in our team and value their feedback through programs like Employee Surveys. Our Ashley Cares programs highlight our commitment to our team, our guests, and our communities, including: • Hope to Dream: For every mattress sold, a portion of the proceeds is used to purchase and donate beds to children in need (ages 3-16)., • Give a Day: Every Team Member is encouraged to volunteer for one day per year with an approved organization, and we'll pay you for that day., • Corporate Chaplains: Providing support in areas such as grief care, hospital visits, marriage and parenting support, aging parents, and stress management., • Life Resources: Quarterly events supporting Team Members in areas like finances, relationships, health, and wellness., • Team Member Relief Fund: Offering financial support for unexpected life events., • SmartDollar: A FREE financial wellness program to help you budget, reduce debt, and save for the future. Essential Functions The Senior FP&A Analyst will support budgeting, forecasting, and scenario analysis across revenue, margin, inventory, and operating expenses, with a strong understanding of how the P&L, balance sheet, and cash flow statements interact. This role partners with sales, operations, and supply chain to analyze key drivers such as volume, pricing, mix, COGS, and labor. The ideal candidate has experience in a retail, wholesale, or manufacturing environment and demonstrates strong capability in variance analysis, KPI tracking, and working capital management. The Senior FP&A Analyst delivers clear, decision‑ready insights with a high level of ownership, efficiency, and executive‑level communication. The FP&A Senior Analyst is a strategic finance partner responsible for transforming data into actionable insights that drive business performance across Factory Direct Enterprises (FDE). This role goes beyond reporting numbers — it exists to explain, influence, and improve results. The FP&A Senior Analyst leads forecasting, budgeting, month-end analysis, and financial modeling efforts that inform critical decisions for leadership and the Board. The ideal candidate combines analytical rigor with strong business acumen, communicates clearly, and takes full ownership of deliverables from start to finish. This position requires curiosity, initiative, and the confidence to challenge assumptions while maintaining accuracy and professionalism. Key Responsibilities Month-End Reporting & Analysis • Lead the month-end financial analysis process, delivering accurate and timely reporting packages that summarize company performance., • Perform detailed variance analysis versus budget, forecast, and prior year — identifying root causes and actionable insights., • Prepare the monthly Executive Financial Package and quarterly Board reporting slides, including commentary that clearly communicates key trends, risks, and opportunities., • Partner with Accounting to ensure understanding of key accruals, adjustments, and timing variances impacting reported results., • Lead the monthly forecasting process, ensuring completion and submission by the 8th business day of each month., • Partner with business leaders to identify drivers, risks, and opportunities that impact performance., • Build and maintain forecasting frameworks that link operational inputs (sales, traffic, units, and headcount) to financial outcomes., • Prepare clear variance analyses and commentary that summarize financial trends and inform future forecasts., • Own the annual budgeting process from timeline creation to Board presentation., • Coordinate data collection and validation across departments to ensure completeness and accuracy., • Consolidate departmental budgets into a fully reconciled company-wide budget, with supporting schedules and assumptions., • Develop presentation materials and narratives summarizing key takeaways, performance goals, and strategic priorities., • Design and maintain an integrated forecasting model that projects revenue through cash monthly., • Use models to perform sensitivity analysis and scenario testing, evaluating the financial impact of different business outcomes., • Continuously improve model accuracy and usability through automation, data integration, and enhanced logic., • Oversee the creation and maintenance of recurring operational reports and dashboards (Power BI, Excel, or similar), ensuring the development team delivers clear, actionable insights into project progress, throughput, quality, and overall departmental performance., • Automate recurring reports to improve efficiency and timeliness while ensuring accuracy and consistency., • Produce executive-ready slides and analyses that summarize the "what," "why," and "what's next" of company performance., • Partner with department leaders to explain trends and ensure alignment on drivers, impacts, and corrective actions., • Serve as the financial partner to department and operational leaders., • Communicate proactively — sharing insights and updates before being asked., • Participate in business reviews, providing clear financial context and recommendations for improvement., • Identify opportunities to streamline and automate planning, reporting, and analysis processes., • Collaborate with IT/Development to improve data accuracy and integration across systems (ERP, Power BI, Excel)., • Mentor team members by sharing best practices in modeling, variance analysis, and presentation development., • Uphold FDE's core values — humility, teamwork, relentlessness, and passion for service — in every aspect of work. Schedule Expectations • Full-time Position - Minimum of 40 hours per week, • Hybrid Schedule: Mon/Tues/Thurs in office required Education & Experience Requirements • Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CFA a plus., • 5–8 years of progressive experience in FP&A, corporate finance, or strategic analysis., • Strong experience with month-end financial reporting, forecasting, and executive presentations., • Proven ability to manage the budgeting process and deliver insights directly to senior leadership., • Advanced Excel skills (complex formulas, dynamic arrays, pivot tables, scenario modeling)., • Proficiency in Power Query and Power BI or other business intelligence tools., • Experience with ERP systems (Royal4, STORIS, NetSuite, or comparable)., • Strong understanding of GAAP financial statements, variance analysis, and data validation., • Extreme Ownership: Takes full accountability for results and outcomes., • Analytical Rigor: Synthesizes large data sets into clear, actionable insights., • Proactive Communication: Keeps leadership informed and anticipates information needs., • Strategic Thinking: Connects financial data to business drivers and outcomes., • Process Improvement: Continuously challenges inefficiencies to optimize performance., • Executive Presence: Delivers analysis and recommendations confidently and clearly.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off This role will play a key part in the companys financial planning cycles, provide meaningful insights into business performance, and assist in improving processes using Excel, automation, and data analysis. Responsibilities Financial Planning & Reporting • Support monthly, quarterly, and annual financial reporting cycles., • Assist in preparing internal P&L, cash flow, and financial performance summaries., • Maintain and update financial models for forecasting and planning., • Perform budget vs. actual variance analysis and identify key performance drivers., • Collaborate with accounting during month-end close to ensure accuracy of actuals and alignment with FP&A reporting., • Prepare financial reports and schedules used in leadership reviews.Budgeting & Forecasting, • Support the annual budgeting process by gathering departmental inputs, validating assumptions, and organizing templates., • Assist in developing and updating rolling forecasts for revenue, expenses, headcount, and cash flow., • Monitor performance against budget and forecast, providing insights to improve financial accuracy., • Work with business units to collect KPIs, operational data, and planning metrics.Business Insights, • Analyze consulting project performance, utilization, pricing, and margin trends., • Build and maintain Excel-based dashboards and reporting tools., • Prepare KPI reports that support business decisions and enhance visibility into operational performance., • Utilize Power Query and analytical tools to clean, structure, and interpret financial and operational datasets.Process Automation & System Efficiency, • Develop and maintain advanced Excel models (Power Query, PivotTables, formulas) to streamline FP&A tasks., • Support the creation and management of Power Automate workflows to automate recurring reporting and data tasks., • Assist with SharePoint structure and document organization for finance-related materials., • Identify and recommend process improvements that enhance speed, accuracy, and scalability within the FP&A function.Strategic Finance Support, • Assist leadership and senior finance staff in evaluating new consulting projects or service lines., • Support analyses related to pricing, project profitability, and cost structure optimization., • Help prepare materials for strategic planning sessions, leadership meetings, and financial discussions., • Maintain strong internal controls and ensure the integrity of financial data across systems.Qualifications, • Bachelors degree in Finance, Accounting, Economics, or related field., • 13 years of relevant experience in FP&A, financial analysis, accounting, or related roles., • Strong understanding of financial statements, forecasting, and budgeting fundamentals., • Advanced proficiency in Microsoft Excel (Power Query, PivotTables, formulas, modeling)., • Experience with Power Automate, SharePoint, or similar workflow tools preferred., • Experience with ERP systems (NetSuite, or QuickBooks)., • Excellent analytical, communication, and organizational skills.Skills, • Experience with Power BI or other BI tools., • Knowledge of SQL or database integrations for reporting., • Experience in consulting, service-based industries, or project accounting., • Familiarity with automation tools, dashboarding, or process optimization.Why Join Azend Pharma Join a progressive, technology-driven consulting firm in the healthcare and pharmacy sector. Gain hands-on experience across FP&A, analytics, and modern finance operations. Work in a collaborative environment focused on innovation and continuous improvement. Competitive compensation, opportunities for growth, and a culture rooted in integrity and excellence.

Job Description The Director of Compliance is responsible for establishing and implementing an effective compliance program to promote legal, ethical and proper conduct throughout APluscare operations. The Director of Compliance ensures that the Agency has robust compliance policies, compliance education programs, reporting channels, monitoring mechanisms and processes for remediating non-compliance and provides guidance to the senior management team and Board as needed to appropriately address areas of risk. Job Duties: • Oversee and monitor the implementation and operation of an effective compliance program covering all elements of the system, including but not limited to residential programs, day habilitation programs, wellness programs, and behavioral health, • Conduct weekly supervision with Program leaders to ensure overall agencies compliance are met., • Facilities completion of all required items or duties for the department heads of the agency., • Perform an annual organizational risk assessment and develops a compliance work plan that includes the compliance and internal audit plan and educational curriculum., • Provide a formal report on an at least a quarterly basis to the CEO, to the leadership team, and to the Board as requested by the CEO, regarding compliance work plan progress, audit results/trends and significant internal and external compliance developments., • Develop and implement periodical reviews/updates compliance policies and compliance procedures to ensure that they appropriately addressed., • Develop and oversee the implementation of an annual compliance education curriculum that includes mandatory general compliance education for all employees., • Ensure that the Agency has an effective mechanism for promptly logging, triaging, investigating and remediating reports of suspected non-compliance that includes a root cause analysis and corrective action plan when reported concerns are substantiated., • Ensure that there are mechanisms for reporting identified compliance violations to Government authorities in accordance with applicable law., • Serve as a resource to executives and management for compliance guidance and assistance in establishing and implementing compliance risk minimization strategies that reduce the Agency's vulnerability to fraud and abuse., • Monitor changes in laws, regulations, rules, enforcement agency guidance/initiatives and case law developments., • Oversee the Agency's privacy function to ensure the development, implementation, maintenance of, and adherence to the system's policies and procedures covering privacy of, and access to, protected health information in compliance with laws and the Agency's privacy practices., • Oversees the internal audit function, including developing and implementing an annual work plan., • Responsible for reading, knowing, and complying with all appropriate governing documents in the administration of Agency programs be it contracts, agency policies and procedures, State or Federal standards, specific program operations manuals and circulars both internal and external, and the like., • Completes and/or reviews all reports, forms, schedules and other documentation as required by the agency., • Tracks all QA reporting and forms, ensuring all necessary follow-ups are completed that were noted., • Responsible for ensuring the complete training and onboarding and completion of Orientation for all new hire employees., • Completes and conducts new hire probationary logs and employee evaluations., • Responsible for ensuring all staff training for the department are in compliance as it pertains to the DDD and the College of Direct Support (CDS), • Works flexible hours when needed for the benefit of the programs., • Interview and participates in hiring qualified personnel to maintain appropriate staffing levels., • Monitors quality assurance and improvement activities and recommends action at all levels of services., • Represent APluscare to other groups, organizations and the general public, ensuring the accuracy of public information materials., • Assure that skilled nursing and other therapeutic services furnished are under the supervision and direction of a physician or a registered nurse., • Ensure and supports appropriate staff supervision during all operating hours., • Support and maintain all corporate policies, procedures, and quality and confidentiality Standards., • Perform all other duties as assigned by the Executive Director or his/her designee. Qualifications • A bachelor's degree is behavioral health, Health Care Administration or related field with a minimum of 2 years of experience working with individuals with developmental disabilities is preferred, • Must possess thorough knowledge of laws, rules and regulations pertaining to DDD and provider operations (including Stark, antikickback and other fraud and abuse laws), and principles, practices and techniques of compliance management, including program planning and implementation, fiscal/financial analysis and basic accounting., • Employee must cooperate with the licensee and department staff in any inspection or investigation, • Employee must successfully complete and demonstrate proficiency in all areas of required training., • Valid Driver's License, • Must be at least 18 years of age, • Push, pull, and lift up to 50lbs