Financial analyst jobs in California - Page 13

Job Description About the Role We are seeking a Finance Analyst to join our team in Fremont, CA. This hybrid role offers an opportunity to partner with the Finance Manager and Financial Analysts to support operational, reporting, and reconciliation tasks that drive accuracy and efficiency across the business. This is a temporary assignment with the potential for extension or conversion to a full-time position. Key Responsibilities Purchase Order & Invoice Coordination: • Manage PO approvals in collaboration with the Finance Manager., • Maintain financial trackers and Smartsheets., • Perform reconciliations across accounts and cost centers., • Act as first-line approver for expense reports., • Support analysts with custom reporting, special projects, and multi-tasking requests., • Apply a broad understanding of financial principles and workflows., • Partner across finance, operations, and procurement to improve processes. Qualifications Experience: Minimum 3 years in finance, accounting, or a related field. Education: Bachelor’s degree required. Skills: • Strong financial acumen in analysis, budgeting, forecasting, and reporting., • Intermediate to advanced Excel proficiency (formulas, pivot tables, report building)., • Excellent written and verbal communication skills., • Strong analytical and problem-solving abilities., • Ability to collaborate across functions and present financial findings confidently. Preferred Attributes • Business-oriented mindset with the ability to connect financial metrics to operational impact., • Comfortable working in a fast-paced environment with competing priorities., • Strong organizational skills and attention to detail.

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career • You will work closely with marketing, product management, campaigns, industry analysts, sales, customers and technology partners, to deeply understand our target audience, their key security issues and the competitive landscape, • This knowledge will empower you to define our unique value proposition then drive messaging, content creation, thought leadership, sales enablement and competitive analysis for the product line that you are responsible for, • Working closely with key stakeholders to develop and execute your strategy, your success will drive innovation and establish Palo Alto Networks as the clear leader in the prevention of Advanced Threats, • Establish the unique value proposition and messaging for your product line, with a clear understanding of the target markets and buyer personas, • Author compelling, high-quality content, both at a business and a technical level, in a variety of formats including print, web, social media, and video, • Launch products and collaborate with field teams to execute marketing campaigns to deliver on awareness and pipeline targets, • Enable the sales and channel teams to understand, present and become subject matter experts in IPS and Sandboxing, • Represent the company in customer engagements and at events, to evangelize our point of view and be recognized as an expert in your industryQualifications Your Experience • 3+ years experience in cybersecurity or with network security technologies (e.g. Firewall, NGFW, IPS, malware analysis or sandboxing), • 8+ years of technology product marketing, product management, or technical marketing experience, • Outstanding verbal and written communication skills, • Proven ability to collaborate with diverse stakeholders, • Creative thinker able to develop and deliver engaging presentations in a range of environments, from large internal teams, to industry conferences and customer briefings Additional Information The Team Step into a marketing role at Palo Alto Networks, where your innovation drives global impact against escalating cyber threats in this era of AI. You'll seize the unique opportunity to develop cutting-edge strategies and compelling content while collaborating with industry-leading experts in the fast-paced cybersecurity landscape. Here, your creativity directly contributes to a safer digital future for everyone, fostering your growth and development in this ever-evolving market. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $150,000/YR - $180,500/YR. The offered compensation may also include restricted stock units and a 15% bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Bachelor's degree in Accounting, Finance or Business Management.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $135,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Play a key role in safeguarding compliance and optimizing financial performance within UCLA Health.As a Revenue Compliance Analyst, you will bring expertise in billing, charge capture, and regulatory standards to ensure accurate, efficient, and compliant revenue practices.This is an opportunity to w

Contributes to establishing financial policies and maintain confidentiality of financial information. Assists with the development of District-wide strategic financial initiatives. Provides analytical support with an emphasis in financial modeling and guidance to other departments and provides recom

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: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. The Regis Senior Wealth Advisor focuses on deepening relationships with an established base of ultra-high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Finance Team Project Accounting / Billing Analyst Intern. Join our Finance team as a Project Accounting / Billing Analyst Intern and gain hands-on experience in the financial side of project delivery. You'll work closely with Project accountants and Project Managers to support financial reporting, e

Excellent communication skills with the ability to convey financial concepts to both financial and non-financial audiences. High aptitude and excellent analytical skills for complex problem solving and financial modeling. The Senior Finance Analyst II will join a fast-paced FP&A team as the finance

Job Description Company Overview Arixa Capital Advisors, LLC is a respected private credit investment manager, managing a loan portfolio in excess of with $2B. Our strategy is to lend on single family and multifamily projects across the United States providing our investors a compelling fixed income return. We leverage our substantial balance sheet, world class institutional partners and a full-service lending platform to provide exceptional service to our real estate investor and developer clients. We are vertically integrated, ensuring that loans fund quickly and the customer experience is unparalleled as we handle all loan functions through our proprietary technology infrastructure backed by an experienced operations team. Arixa has been named to the Inc 5000 fastest growing companies in the U.S. in each of the past 3 years. Position Overview We are seeking a seasoned Investor Relations professional to lead our investor communications, capital raising, and market strategy initiatives. This individual will serve as a key liaison between the firm and its investors, including high-net-worth individuals, family offices, RIAs, and institutional partners. The role involves articulating the company's strategy and performance, driving fundraising efforts, managing investor communications, and enhancing the firm's visibility and brand in the investment community. Primary Duties and Responsibilities Capital Raising & Business Development • Work with and direct VP Business Development in developing strategies to raise $100M in capital in first 18 months, while maintaining the firm's exceptional investor and industry reputation., • Lead capital formation efforts for current and upcoming real estate credit offering (full cycle from new client prospecting to relationship management to cross-selling)., • Cultivate relationships with institutional investors, RIAs, broker-dealers, funds of funds, and family offices including direct coverage of a defined account universe., • Present the firm's investment strategies, fund offerings, and performance metrics to prospects and investor committees., • Coordinate due diligence efforts, including DDQs, RFPs, and RFIs in collaboration with the marketing team., • Represent the firm at investor meetings, industry conferences, and private events., • Maintain CRM database and track investor interactions and fundraising pipeline transparently for senior leadership. Investor Relations & Communications • Manage and enhance investor communication materials including quarterly reports, earnings announcements, press releases, presentations, performance updates and ad hoc requests., • Lead the creation of earnings-related materials (call scripts, Q&A documents, etc.) and coordinate quarterly earnings processes., • Maintain the company's investor relations website in collaboration with the marketing team and ensure all external messaging is factual, transparent, and consistent., • Communicate investor insights, industry trends, and competitor positioning to senior leadership., • Conduct industry and competitor research to support strategic decision-making and investor engagement. Strategic & Operational Leadership • Collaborate with cross-functional teams (finance, marketing, loan origination and executive management) to align messaging, investor materials and capital raising., • Develop strong knowledge of Arixa's business, fund structures and products as well as related markets, • Deliver actionable insights and analysis that inform corporate strategy and investor positioning., • Optimize capital allocation, balancing growth investments with balance sheet strength and returns., • Improve operational efficiencies by streamlining reporting, controls, and investor processes., • Plan and execute investor/analyst events, forums, and non-deal roadshows., • Special projects as needed Education and Experience • Bachelor's degree in finance, economics, business, or related field; MBA, CFA, or postgraduate degree strongly preferred., • 10+ years of relevant experience in investor relations, capital raising, equity research, private equity, credit, or related financial fields., • 5+ years of management experience in investor relations or capital market, • Proven track record in fundraising across HNW, institutional, and retail investor channels and relevant network of current relationships., • Ability to present complex financial concepts clearly to diverse investor audiences., • Deep knowledge of real estate markets, private/public credit, and alternative investments., • Experience working with institutional investors (e.g., pension plans, sovereign wealth funds, endowments, financial institutions)., • Proficient in financial statements, capital markets, and IR strategy., • Advanced Microsoft Office skills, particularly Excel and PowerPoint., • Exceptional written and verbal communication skills with high emotional intelligence., • Highly organized and detail-oriented, with a track record of managing multiple initiatives and deadlines., • Highly collaborative, self-motivated, and results-driven., • Willingness to work onsite in Los Angeles and travel for client meetings and industry events. Compensation This LA-based position requires in-office work two (2) or more days per week to ensure close alignment among all team members. This position is exempt, regular full- time, with Salary Range of $185,000-235,000 plus discretionary bonus potential. Benefits The employee is eligible for the following benefits: 1. Annual discretionary bonus program, 2. Medical, dental, vision and voluntary supplemental insurance, 3. 401K with Safe Harbor match, 4. Three weeks (15 days) paid vacation, 5. 6 paid sick days, 6. 10 paid holidays, 7. One personal day

We are seeking an exceptional Senior Financial Analyst to join our Data Center team. Analyze complex financial data and trends to provide clear, data-driven recommendations to senior leadership and cross-functional business partners. Ensure accurate and timely financial reporting in accordance with

Job Description • About the job: The Lead Grant Analyst will provide post-award financial and administrative support for sponsored projects while ensuring compliance with federal, state, and institutional regulations. This role oversees staff, develops policies, and partners with faculty and administrators to ensure accurate and timely grant management., • We’re looking for someone who: • Has a bachelor’s degree and 5+ years of experience in contract and grant administration or higher education (or an equivalent combination of education and experience), • Possesses thorough knowledge of financial record-keeping, accounting methods, and compliance regulations (FAR, CFR, federal cost principles, F&A costs), • Can analyze and interpret financial data and prepare accurate reports, • Excels at problem-solving, decision-making, and ensuring regulatory compliance, • Communicates clearly and provides excellent customer service, • Can set priorities, meet deadlines, and work collaboratively across departments, • Has experience supervising, training, and guiding staff, • Is proficient with spreadsheets, databases, and financial reporting systems, • (Preferred) Brings experience with federal and state grants in higher education, PeopleSoft, and prior supervisory experience • What you’ll do: • Provide post-award support including account setup, expenditure approvals, and financial reporting, • Ensure compliance with federal, state, and institutional regulations and guidelines, • Participate in award setup meetings with principal investigators and Sponsored Programs staff, • Review and monitor project budgets, expenditures, and indirect cost allocations, • Oversee invoicing, reporting, and distribution of financial reports to stakeholders, • Advise faculty and administrators on grant requirements and compliance standards, • Lead workshops, training, and office hours for staff and campus stakeholders, • Support audits, variance analysis, and survey preparation (e.g., HERD survey), • Supervise and develop post-award staff, providing guidance and training as needed, • Assist with policy development, process improvements, and internal controls, • Act as backup to the Post-Award Manager when required, • Promote collaboration, efficiency, and a culture of excellent customer service

Job Description GILMARTIN GROUP LLC POSITION AVAILABLE - Analyst ***IMPORTANT---THIS ROLE IS IN-PERSON IN OUR LARKSPUR, CA OFFICE VISION & VALUES Our core values define our culture, operating principals, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are: • Entrepreneurial & Innovative, • Authentic, • Motivated, • Culture & Team Oriented, • Adaptable At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans INVESTMENT IN YOU We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego. We provide competitive salaries, bonus potential, generous paid time off, a hybrid and flexible in-office remote work environment, and a great team of professionals to collaborate with! BENEFITS & COMPENSATION We offer the following benefits to all full-time employees: • Excellent medical, dental and vision benefits, • Flexible Spending Account (FSA) Dependent Care Account, • Commuter Benefits, • 401(k) with employer match, • Employee Assistance Program (EAP), • Generous Paid Time Off (PTO) THE OPPORTUNITY Gilmartin is looking for a highly motivated individual to fill the position as an Investor Relations Analyst based in our Larkspur, CA office. Successful candidates will work closely with senior Gilmartin executives to manage client engagements, build, and execute investor relations programs focusing on strategic advice and tactical execution, track sector trends and data, project manage initial public offerings (IPOs) and other capital markets related activities, and create internal best practice materials. In this role, Analysts will be asked to take their FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79. Gilmartin is committed to professional development and fostering a culture of collaboration and meritocracy. JOB RESPONSIBILITIES Analyst Role • Prepare reports for clients detailing analyst models and institutional shareholder base, • Track and report on client and competitor/peer business developments and financial results, • Collecting and analyzing sell side estimates and maintain consensus model, • Support senior company executives in preparation for client quarterly earnings calls, including logistics, drafting earnings releases, and management Q&A preparation, • Manage client IR calendars, including investor conferences, non-deal roadshows and other major events, • Participate in client meetings and calls, • Assist with the preparation of presentation materials, • Review and recommend content and updates for IR website, • BA/BS degree; Finance, Economics, Biology, pre-med preferred, • Internship within finance or investor relations preferred, • Strong analytical and writing skills, • Excellent interpersonal and verbal skills, • Keen interest in equity markets and/or healthcare, • Confident and professional phone and e-mail communication, • High ethical and professional standards, • Excellent cross-functional collaborator who inspires confidence and trust, • Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment and works well with little supervision while making judgment calls under pressure, • Detail oriented, highly organized and able to multi-task efficiently, • Ability and desire to work in a team environment, • A problem solver who is resourceful and creative, • Comfortable with C-suite executives and a start-up (wear a lot of hats) environment APPLICATION PROCEDURES Submit a cover letter and resume for immediate consideration through our website. Gilmartin Group is an Equal Employment Opportunity Employer

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career Palo Alto Networks is seeking an enthusiastic and results-driven Sr. Business Systems Analyst to join our Worldwide Operations team. This is a high-impact role focused on solving complex, global business challenges across Supply Chain, Planning, Order Management, and related business systems. You’ll be instrumental in driving digital transformation, streamlining operations, and introducing innovative solutions, leveraging automation, analytics, and AI technologies to elevate operational excellence. As a Sr. Business Systems Analyst, you’ll partner closely with business stakeholders and IT teams to identify opportunities for process improvements, define functional requirements, and implement scalable systems solutions. You'll play a key role in shaping operational strategy and delivering value across business units. In addition to deep domain expertise, we are looking for someone with a strong understanding of AI/ML applications in operations, who can lead proof-of-concept (POC) initiatives and help integrate AI-driven decision-making into core systems and workflows. Key Responsibilities Process & Systems Implementation • Collaborate with global business teams to identify operational gaps and define functional requirements., • Translate business needs into clear, actionable technical specifications., • Lead the implementation of new tools and processes; ensure alignment with business goals., • Drive adoption of new systems, including training, documentation, and stakeholder engagement., • Identify and prioritize opportunities to integrate AI/ML into operational workflows (e.g., demand forecasting, anomaly detection, intelligent procurement)., • Work with data science teams to develop and validate AI models that improve operational performance., • Design and execute Proofs-of-Concept (POC) for AI-driven solutions in supply chain and order management., • Partner with WW Operations teams (Planning, Fulfillment, Trade, Quality, etc.) to design and implement end-to-end solutions., • Act as a liaison between business stakeholders and IT to ensure seamless delivery., • Manage multiple concurrent business enablement initiatives from concept to deployment., • Facilitate change management strategies including communication plans, training, and adoption metrics., • Perform business case development, cost-benefit analysis, and impact assessments for proposed solutions., • Analyze large datasets to identify trends, issues, and opportunities for operational improvement., • Contribute to the roadmap for business systems architecture and digital transformation.Qualifications Your Experience • 8–10 years of experience in business systems analysis, operations, or project management., • Proven track record working with Supply Chain, Trade, Logistics, and Fulfillment functions., • Deep experience with SAP, SteelBrick CPQ, and integration to cloud provisioning., • Strong knowledge of business systems architecture, ERP, and SaaS platforms., • Experience designing or working with AI/ML-enabled solutions or automation platforms (RPA, process mining, etc.) is highly preferred., • Skilled in building business process diagrams, user stories, functional documentation, and test plans., • Bachelor’s degree in a technical or business discipline required; MBA or advanced degree preferred., • Excellent communication and interpersonal skills with ability to present to senior leadership and work across all organizational levels., • Strong project management and change leadership capabilities (PMI certification a plus)., • Experience in NPI processes for both hardware and software products., • Ability to work independently in a fast-paced, agile environment with shifting priorities. Additional Information Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $150,000 - $224,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking an Compensation Analyst & HRIS Administrator to join our Human Resources team at our corporate office in Novato. The Compensation Analyst & Human Resource Information System Administrator (HRIS) will support and maintain the organizations HRIS payroll software applications and modules. The Compensation Analyst & Human Resource Information System Administrator is responsible for supporting the company’s HR technology including system maintenance, project/process improvements and report writing including compensation and benefit data. The primary focus of this role is to continue to develop and refine our human resources software. This position is hands-on and requires strong knowledge of Human Resources Information Systems, preferably the ADP Workforce Now platform. The Analyst will serve as a technical point of contact and the subject matter expert ensuring operational effectiveness, data integrity, testing of system changes, and analyzing data flows for process improvement opportunities. The Compensation Analyst & Human Resource Information System Administrator (HRIS) will be responsible for the following: • Oversees and maintains optimal function of the HRIS, which may include installation, customization, development, maintenance, and upgrade to applications, systems, and modules., • Provides technical support, troubleshooting, and guidance to HRIS users., • Collaborates with the Director of Human Resources, HR Manager and HR staff to identify system improvements and enhancements; recommends and implements solutions., • Manages permissions, access, personalization, and similar system operations and settings for HRIS users., • Programs custom functions and documentation such as automated queries, filters, macros, and reports., • Compiles or assists with complex data reports, summaries, and logs for HR, Accounting & Finance, and Legal., • Serves as lead representative and liaison between HR, information services, external payroll software vendors, and other stakeholders for HRIS design and implementation projects., • Prepare complete and accurate executive compensation analyses and recommendation summaries as requested, • Audit, analyze, and suggest ways to improve upon current compensation practices., • Maintain automated salary management tools by performing periodic updates of Company information such as jobs, employees, salary structures/grades, etc., • Work with regional HR team and/or Managers to create, revise, and maintain accurate job descriptions., • Assist with executive compensation analysis, including benchmarking, peer and trend analysis, and monitoring employment agreement actions., • Assist with long-term incentive analyses., • Participate in the process for preparation of a Total Compensation Statement to ensure employees continually understand and value their compensation and benefits, • Ensures system compliance with data security and privacy requirements., • Maintains knowledge of trends and developments in HRIS providers, vendors, and technology., • Analyze, report and maintain compensation and benefit data., • Gather and analyze compensation data to perform analysis and support business needs., • Participate in compensation surveys and provide analysis of competitive positioning., • Contribute to the development of base salary, bonus, and equity programs., • Contribute to the development of compensation policies and practices., • Support the annual compensation process including Merit, Incentive, and equity reporting and analysis., • Strong analytical and problem-solving skills., • Proficient at analyzing data, building reporting, and making recommendations based on data and trends., • Understanding of HRIS database design, structure, functions and processes., • Excellent organizational skills and ability to multitask in a fast-paced, dynamic environment., • Excellent interpersonal skills, with the ability to communicate effectively with management and cross-functional teams, for both technical and non-technical audiences., • Proficient with Microsoft Office Suite and/or other related software., • Advanced skills in Excel (index functions, array formulas, advanced formulas, etc.) and overall proficiency in MS Office suite, including Access Database or related., • Exceptional time management skills., • Three (3) to five (5) years HRIS experience with a public company or a company with over 400 employees., • Prior Human Resources experience required., • Strong communication skills and ability to clearly articulate plans and projects both to senior-level directors and more junior team members., • Demonstrated high level interpersonal and technical support experience., • Meticulous organizational skills and attention to detail., • Exceptional analytical and problem-solving skills., • Familiarity with HR policies and procedures to ensure the HRIS meets organizational goals., • A strong background dealing with confidential information., • Thorough understanding of all areas of information systems with a highly technical understanding of at least one commercial HRIS product. ADP preferred., • Excellent quantitative skills with the ability to balance with qualitative approach., • A team player with the ability to establish collaborative working relationships., • Demonstrates drive and desire with the ability to produce timely deliverables and manage multiple and shifting priorities in a dynamic environment., • Strong analytical and collaboration skills., • Creative and innovative team player with a positive approach and a focus on business issues., • Strong interpersonal and relationship building skills., • BA/BS degree or equivalent in HR, Finance, Business or related degree. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience #LifeatVisa. Job Description Visa’s Global Sales & Commercial Operations team supports the execution and delivery of key global initiatives and planning activities across the company. Our mandate is to develop, design, and execute the strategic direction for Visa’s business operations and global sales organization, be the super connector for the markets, regions, global groups, and bring a consistent voice and One Visa mindset. The team has the following key focus areas: Business Performance and Analytics, Sales Excellence, Sales Enablement, and Sales Tools. This role will report into the Business Performance organization which includes Scorecard, Sales compensation strategies and programs, Target setting, the TRUTH business performance and sales enablement dashboards, and Client Insights program (survey, touchpoints). The Analyst will help plan, measure, and track Visa performance. They will contribute to problem-solving efforts and help identify process improvements. The Analyst will help with the execution and coordination of key global initiatives and operational processes, such as the Scorecard, TRUTH Performance Dashboards, Market Incentive Plan (MIP), Team Incentive Plan (TIP), individual target setting, and other strategic planning and operational activities. They may also provide analytical and business modeling support for other initiatives as needed. Success in this role will require strong cross-functional collaboration and communication with internal teams, including Regional Business Operations and Sales Excellence, Global VAS and CMS, Finance, and other stakeholders. Responsibilities: * Coordinate with stakeholders, data engineering, and front-end Tableau developers to support monthly Scorecard and TRUTH dashboard publishing. * Coordinate meetings, track deliverable dates, and ensure Scorecards are published accurately and on schedule. * Support regional and functional teams to set annual, quarterly, and monthly Scorecard metric targets and cascading to Geo, Cluster, and Country-level. * Assist with individual target reporting, including data collection, stakeholder support, and performance tracking. * Perform data quality control (QC) and user acceptance testing (UAT) of Scorecard and broader dashboards, especially during monthly publishing, enhancement releases, and business reviews. * Serve as front-line support by answering inquiries received through the TRUTH inbox (including access requests) or directing to relevant team members. * Maintain team Compass (knowledge management) and SharePoint pages, ensuring all information is current and relevant. * Assist with data collection, evaluations, and basic modeling for the Market Incentive Plan (MIP) and Team Incentive Plan (TIP). * Provide analytical and business case modeling support for key initiatives as needed. * Proactively solve problems by proposing practical process improvements and solutions to identified challenges. * Support ad hoc strategic projects and tasks, from ongoing initiatives to helping redesign or document processes. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications: • 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD), • 3 or more years of work experience with a Bachelor’s Degree, or 1 or more years of relevant experience with an Advanced Degree, • Proficiency in MS Office suite, including advanced skills in Excel and PowerPoint, • Experience using reporting and data visualization tools such as Tableau or Power BI, • Strong analytical capabilities, with experience using data to support findings, • Detail-oriented thinker who can break down complex information into actionable steps with appropriate guidance, • Exceptional attention to detail, with a commitment to producing high-quality work, • Motivated self-starter, organized, and process-focused, able to manage multiple priorities and meet deadlines in a fast-paced environment, • Ability to quickly grasp new concepts and adapt to situations that may not be fully structured, • Motivated to improve processes and contribute to overall team success, • Clear written and verbal communication skills, with the ability to present information to colleagues and stakeholders in a straightforward manner, • Effective team player, capable of collaborating across global teams Additional Information Work Hours: Varies upon the needs of the department. Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 105,800.00 to 149,550.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career In this role, you will primarily focus on asset attribution (the process of attributing ownership of assets to an organization). Each analyst is responsible for fully identifying and assessing an organization’s “attack surface.” Attack surface refers to all possible internet-facing access points that a malicious actor can use to compromise a company’s system. Using various internal and external research techniques, attribution analysts determine which internet-facing assets belong to a company of interest by investigating the registration information of those assets, including domains, certificates, and IP networks. The analysts focus on a specific company's profile (geographical location, company structure, company naming conventions, historical information, etc.) to narrow a broad scope of probable assets to those linked to the company of interest. A process we refer to as "attack surface discovery." This is an ideal role for individuals (without a cybersecurity background) seeking to break into cybersecurity. If you have an analytical mind, an aptitude for technically minded work, and an interest in working in cyber, this is for you! Your Impact * Perform attack surface discovery on client internet-facing networks, thoroughly investigating thousands of possible assets and making informed ownership decisions. * Partner with sales and customer success to answer technical client questions and help explain and demonstrate the software's use cases to prospects/customers. * Partner closely with product and engineering teams to refine our attack surface discovery toolset. * Review of technical documentation for training materials, technical marketing collateral, manuals, troubleshooting guides, etc. * Participation in on-call duty. Qualifications Your Experience * Bachelor’s degree in Statistics, Finance, Math, or another technical discipline focused on problem-solving analysis. * 2-4 years of working experience. * Conceptual understanding of technical topics (e.g., mathematical concepts). * Excellent written and verbal communication skills. * Strong time management and prioritization skills. * Results-driven and thrives in a fast-paced environment. * Strong ability to operate with autonomy and independence in a remote setting. * [preferred] Client-facing expertise within sales or customer success. * [preferred] Experience with spreadsheet applications, like MS Excel or Google Sheets (specifically using more advanced features like macros, pivot tables, and v-lookups). Additional Information The Team As part of the Cortex organization, Xpanse protects the world’s most important organizations by discovering risks on the Internet no one else can find. Xpanse helps the world’s largest enterprises discover their attack surface and mitigate cyber risks. Our transformative technology is redefining the way that Fortune 500s view, measure, and invest in Internet safety. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $74,000 - $115,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job DescriptionData Partnerships Analyst Location: San Francisco Bay Area Type: Full-Time Compensation: Competitive salary + early-stage equity Backed by 8VC, we’re building a world-class team to tackle one of the industry's most critical infrastructure problems. About the Role We’re building an AI-native platform where industrial data becomes actionable through semantic enrichment, intelligent agents, and governed interoperability. At the heart of this architecture lies our Data Fabric — an intelligent, governed layer that unifies fragmented and siloed data streams into knowledge graphs ready for high context decision-making and agentic execution. The Data Partnerships Analyst will be on the front lines of this strategy: researching, evaluating, and supporting partnerships with leading data providers (trade, compliance, entity mapping, financial, ESG, geopolitical, etc). You’ll play a critical role in mapping data ecosystems, structuring partnerships, and ensuring Fabrion’s platform is powered by the most complete, high-quality, and strategically differentiated data. This role is ideal for someone with sharp analytical skills, a curiosity for data-driven businesses, and a strong interest in how AI and partnerships intersect to transform global value chains. Responsibilities * Market Landscaping & Research: Identify, track, and evaluate relevant data providers across global markets. * Deal Support: Assist in structuring partnership discussions, including preparing briefs, evaluating contract terms, and surfacing risks or dependencies. * Data Evaluation: Assess sample datasets for coverage, quality, refresh frequency, schema design, and interoperability with Fabrion’s knowledge graphs. * Partnership Pipeline: Maintain CRM-style tracking of outreach, engagements, and deal status across priority providers. * Competitive Intelligence: Benchmark competitors’ data strategies and build landscape views of potential threats and opportunities. * Cross-Team Collaboration: Work with product, engineering and legal teams to translate data partnership requirements into technical and contractual frameworks. What We’re Looking For Core Experience * 3+ years experience in research, consulting, corporate strategy, business development or partnerships. * Experience in the automotive industry, particularly at an OEM and/or Tier 1 supplier, is a huge plus. * Strong analytical skills; comfort with messy datasets, Excel/Sheets, and SQL/Python basics. * Excellent communication and synthesis skills — able to distill complex market landscapes into crisp takeaways. * Exposure to B2B SaaS, data vendors, or enterprise technology ecosystems preferred. Mindset * Systems thinker: curious about how fragmented datasets connect into real-world decision and execution systems. * Comfortable navigating ambiguity and building processes from scratch. * High ownership: proactive, organized, and reliable in pushing workstreams forward. * Excited to work closely with founders and investors in a fast-paced, high-stakes environment. Bonus Skills * Prior experience evaluating or working with data providers (e.g., S&P, D&B, etc). * Understanding of trade data, entity mapping, risk and compliance frameworks (REACH, RoHS, ESG, sanctions). * Familiarity with data licensing, APIs, or data feeds. * Prior exposure to supply chain, automotive, or industrial domains. Why This Role Matters Our platform’s intelligence is only as strong as the data it is built on. The Data Partnerships Analyst helps ensure Fabrion gains early access to the most critical and differentiated data sources. This role gives you direct exposure to startup founders, investors, and senior executives at leading data providers. You’ll develop a unique perspective at the intersection of data, AI, and industrial transformation, while shaping the partnerships that power Fabrion’s AI agents. If you’re excited to map the global data landscape, help secure strategic partnerships, and build the foundation of an AI-native enterprise platform, we’d love to hear from you!

Job DescriptionCompany Description Limelight Hotels by Aspen One provide authentic and contemporary connections to their communities and the adventures that surround them. Set in the heart of elevated and unique locations, each Limelight hotel is carefully designed with distinctive design and purposeful functionality, created to evoke a sense of place and a point of view. Current locations include across Colorado in Aspen, Snowmass, Denver, and Boulder (just opened fall 2025); Ketchum, Idaho; Mammoth, California (coming by the end of 2025); and Charleston, South Carolina (coming in 2028). For more information, visit or follow @limelighthotel on X, Instagram or Facebook. Please note that all official communications from the Talent Acquisition or Human Resources team are sent from email addresses within the , aspen.com, aspensnowmass.com, aspenhospitality.co, limelighthotels.com & thelittlenell.com domains. Job Description Position Summary The Financial Analyst identifies trends and opportunities within the company to provide data-driven insights across the hotel property. This role is responsible for all aspects of financial planning and analysis (FP&A), including budgeting, forecasting, performance analysis, documentation of processes, and the development of reports and presentations. The Financial Analyst has a natural analytical mindset and can distill complex financial concepts into clear, actionable insights. This position reports to the Director of Finance. The salary range for this position is $70,000 to $80,000. Actual pay will be dependent on budget and experience; all our salaried roles are eligible for bonus. Job Posting Deadline Applications for this position will be accepted until October 19, 2025. Essential Job Functions/Key Job Responsibilities • Develop and deliver detailed financial analyses and reporting packages to support communication of results to senior Finance and Operations leadership, • Provide strategic business recommendations through data-driven analysis, including benchmarking, ROI assessments, and performance reviews, • Build and maintain collaborative partnerships with operational leaders and cross-functional teams, • Translate business trends and operational changes into forward-looking financial impact analyses, • Support and educate operational leaders to strengthen business acumen and foster accountability, • Assist with leading core FP&A functions including budgeting, forecasting, and financial reporting, • Conduct ad hoc analyses and produce reports covering statistical analysis, economic trends, industry benchmarking, competitive landscape reviews, and pricing scenarios Education & Experience Requirements • Bachelor’s degree in Business Administration, Economics, Finance, or Accounting required, • Minimum 2 years of experience in business finance, financial planning, or analysis; experience in hospitality finance strongly preferred Knowledge, Skills & Abilities • Proficient in core FP&A processes; annual budgeting, strategic planning, and executive reporting, • Knowledge of hotel or resort operations including food & beverage, retail, and hospitality operations, • Advanced Microsoft Excel skills with experience in financial modeling, including discounted cash flows, sensitivity analyses, and budgets, • Familiarity with Microsoft Power BI and PowerPivot, • Understanding of relational databases, • Understanding of SQL, VBA, Python or similar programming languages a plus, • Proficient in Financial and Point of Sale systems; JD Edwards, ProfitSword, Spreadsheet Server, or Property Management software, • Strong understanding of accounting principles, procedures, and concepts, • Ability to work with and build relationships with employees at all levels throughout the Company, • Ability to manage multiple priorities and projects simultaneously without sacrificing quality Additional Information Work Environment & Physical Demands • Work is generally performed in a standard office environment, • Ability to stand, type and sit at desk/computer for most of the work shift executing repetitive movements, • Not required, but preferred to be able to occasionally lift, push or pull 25 lbs. individually or with assistance (weight limits can vary according to position, but no more than 50) Job Benefits This position is categorized as a regular full-time position eligible for the following benefits: Enrollment dates differ across the various programs. Health, Dental and Vision Insurance Programs • Flexible Spending Account Programs, • Life Insurance Programs, • Paid Time Off Programs, • Paid Leave Programs, • 401(k) Savings Plan, • Employee Ski Pass, • Other company perks The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. By accepting a position with Aspen One, Aspen Snowmass, Aspen Ventures or Aspen Hospitality you acknowledge that you are able to perform the essential functions of the job with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To request accommodation during the application and interviewing process, please contact Human Resources at 970-300-7700. This job description is designed to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. Duties and responsibilities may change at any time with or without notice. Aspen One is an equal opportunity employer (Minority/Female/Disabled/Veteran). At Aspen One, inclusion, equity, and diversity are fundamental to fulfilling our vision of building a better workplace and better world. From our hiring practices through the entire employee experience, we embrace and celebrate the unique experiences, perspectives and cultural backgrounds that each employee brings to the workplace. We encourage diverse points of view which allows us to develop innovative solutions to the ever-evolving world of work. Aspen One strives to foster an environment where our employees feel respected, valued and empowered, and our team members are at the forefront of helping us promote and sustain an inclusive workplace that works for all. For an overview of Aspen One Company's benefits and other compensation visit Aspen One participates in E-Verify. E-Verify & Right to Work Poster

Job DescriptionSalary: Sustainable Talent is searching for an MDF- Operations Analyst to support the Marketing Operations Team for Nvidia. As an NVIDIAN, youll be immersed in a diverse, supportive environment where everyone is inspired to do their best work! Come join the team and see how you can make a lasting impact on the world! As a key member of the Marketing Operations team, you will own the Marketing Development Funds (MDF) process ensuring data integrity, compliance and timeliness. You will support NVIDIA's OEM Partners and engage with crossfunctional teams at NVIDIA. This is a visible role for a detailed individual who has a customer service focus and who can function in a growing, dynamic environment. This is a W-2 full-time onsite contract position based in Santa Clara, CA. Pay is flexible based on experience with full benefits and opportunity for permanent employment with the company. Compensation is based on several factors, including location, and may vary based on business related factors such as experience, and education. The base salary for this position ranges from 70k. to 90k. What youll be doing: • Support all aspects of the MDF process focusing on educating NVIDIANs through the nuances of partner funded MDF., • Manage and support incoming and outgoing MDF budgets., • Assist Partner Marketing Managers with accurate and timely claim submissions, appropriate documentation and enforcing guidelines., • Work with internal and external accounts payable teams to research and resolve questions., • Engage with Partner Marketing Mangers and partners on translating the marketing plan into the MDF portal., • Summarize MDF marketing plan activities and present, in conjunction with other team members, to executives. Facilitate the execution of the executive business reviews., • Nurture positive relationships with MDF partners, Global Enterprise Partner Marketing Managers, Regional Marketing Managers, Global Account Managers, Finance, and IT., • Safeguard data integrity by ensuring projects are submitted correctly for accurate reporting downstream., • Build and publish financial reports to executives and partners ensuring they are accurate, relevant, and timely., • Help establish guidelines, timelines, and standardization templates to improve MDF workflow What we need to see: • Undergraduate degree required, preferably in Finance or Marketing (or equivalent experience)., • 2-5 years of experience in a business finance, operations, or marketing capacity., • 25 years in high-tech marketing managing an MDF process., • Experience in marketing, budgeting, reporting and operations support., • Great attention to detail with consistent accuracy., • Capacity to nurture relationships, foster communication and build trust., • Experience delivering against multiple projects simultaneously in a changing environment., • Selfmotivated individual who can work independently to identify and solve problems. Ability to clearly identify key issues of importance to manager., • Strong Microsoft Office skills including Excel, Word, PowerPoint, and Teams., • Have a basic understanding of financial processes to advise on relevant matters. Ways to Stand Out from the Crowd: • Sense of inquisitiveness and humor., • Experience leading a full MDF process., • Great verbal and written communication with ability to build trust at all levels within the Company., • Solid problem solving, negotiation, and analytical skills., • Comarketing/Alliance Partner marketing experience., • Solid understanding of workflow automation tools/process and experience running reports in Sales Force is a plus., • Solid business judgment and time management; be hands-on, accurate, detail & results-oriented. Sustainable Talent is a M/F+, disabled, and veteran equal employment opportunity and affirmative action employer.

Raytheon has an opportunity for a Senior Analyst, Contracts who seizes the chance to immerse themselves with several top talent teams to accept and take on some of Raytheon's most intriguing and unique contractual opportunities. Ability to understand the financial aspects of contracts and risk quant

The Corporate Financial Analyst is an entry level position, responsible for preparing, developing, and distributing reports to leadership or other internal customers. Work closely with the Financial Systems and other Business Partners to develop and implement new features within our financial report

Financial Analyst is a key partner for the Commercial Organization and other cross-functional groups providing reporting, analytical insights, and overall process improvement. Financial Analyst is efficient working with large volumes of data and is an expert working with various tools such as Excel

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired. Minimum 7 years of experience in the investment management industry, with at least 5 years in Sales/Business Development, preferably with Registered Investment Adviso

Ability to manage large datasets and perform data manipulation for reporting purposes. Financial Analyst reporting to the Chief Operating Officer. This position calls for a dynamic, data-driven, process-oriented individual who is eager to partner with professionals across the organization and delive

Job DescriptionJunior Implementation Analyst Who We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. The Opportunity Interested in being a part of a remote first team disrupting the financial world through technology? It starts with investing in talented team members as the foundation for our success. At Derivative Path, we prioritize growth by supporting every team member on their journey towards their next milestone and accomplishment. The ideal candidate will work with other Analysts and support Senior Implementation team members with client onboardings for Derivative Path’s leading fin-tech software for derivatives. In addition, you will leverage your digital and technology acumen to analyze, transform and prepare transactional data which is critical to client implementations and operations while learning about financial transactions, processing and reporting. You will report to the Head of Professional Services with day-to-day oversight from Senior Implementation managers. What You’ll Do Professional Services • Effectively applies Derivative Path methodology and enforces implementation standards, • Execute project tasks integrating the derivative portfolios and business processes of clients into Derivative Path platforms., • Assist in driving full scope of system implementation activities, including gathering functional and technical requirements, designing solution, building interfaces and systems, completing testing cycles, delivering training, and deploying the final product deliverables., • Support configurations, train clients on technical solutions, and ensure quality of delivery and all deliverables, including process documentation and UAT scripts., • Support the client relationship from onboarding, implementation, and client satisfaction, • Ensures project documents are complete, current, and stored appropriately.Client Success, • Work closely with the client success team on the analysis and resolution of client inquiries related to derivatives trading, Derivative Path platform usage, and client business processes., • Serve as a first response contact for both client and internal operations-related inquiries., • Develop knowledge base documentation related to Derivative Path platforms and procedures.Qualifications, • Baccalaureate or Graduate degrees in Business or Finance or relevant work experience., • Background in finance, accounting, or a related field, with exposure to capital markets or transferable experience preferred., • Exposure to Derivative Capture, Payment processing or TMS systems is a plus., • Excellent written and verbal communication skills., • Comfortability with data analysis and use of productivity tools like Excel., • Willingness and ability to learn financial transaction concepts and apply in a software configuration and onboarding project(s)., • Effective organizational skills and ability to manage multiple and competing priorities., • Ability to travel occasionally based on business needs.Location, • Remote Benefits, • Base salary, equity, and annual bonus as part of the compensation package, • 40 hours of sick leave, • 18 days of PTO, • Paid parental leave, • 401K contribution at 3% Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan contribution, and a generous paid time off policy. Powered by JazzHR an9IKYsJ53

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa is seeking a Senior Analyst to join the Global Interchange Team, with a dedicated focus on supporting the Commercial and Money Movement Team globally. This individual contributor role will play a critical part in evaluating interchange rate changes, supporting new commercial product initiatives, and developing custom merchant pricing strategies. This role will also contribute to the development and execution of global commercial deals. Qualifications Key Responsibilities: • Partner with the Commercial and Money Movement Team to support region-specific proposals and pricing strategies tailored to commercial clients., • Conduct in-depth competitor analysis to benchmark Visa’s interchange structures, commercial product offerings, and pricing strategies against key competitors., • Monitoring public filings, industry reports, and third-party data sources., • Analyzing competitor rate structures, incentives, and commercial product positioning., • Synthesizing insights into actionable recommendations for Visa’s commercial strategy., • Build and maintain financial models to evaluate the impact of interchange changes and custom pricing for issuers, acquirers, and merchants., • Support the design, implementation, and ongoing performance review of global commercial deals., • Extract and analyze large datasets using VisaNet and other internal data sources to identify trends and opportunities., • SQL (e.g., Hive, Presto) for querying large datasets., • Excel and Power BI for financial modeling and dashboard creation., • Python or R for advanced data analysis and visualization (preferred)., • Tableau for interactive reporting and data storytelling., • Work closely with regional interchange teams, product managers, finance, and strategy to align commercial priorities and ensure seamless execution of initiatives., • Act as a strategic thought partner to the Commercial and Money Movement Team, providing analytical support and market insights to inform decision-making., • Participate in cross-functional working groups to support the development of new commercial products and pricing strategies., • Foster a collaborative environment by sharing best practices, tools, and insights across global teams. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200.00 to 187,350.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description Job Summary: This role will play an integral role in ensuring day-to-day financial health. The Export Compliance Analyst and team will support the company's growth, both top and bottom line, by applying the same level of innovation toward financial matters as toward products and services. This candidate will also collaborate with the company teams across the world to develop more effective investment strategies and risk management. Finance is critical to upholding the global commitment to excellence, and it is directly responsible for shaping the company's future. Job Description: The Global Export & Sanctions Compliance (GESC) team aligns with worldwide laws governing the exports of technology and products. The team architect creative and innovative solutions to solve compliance challenges. As an integral part of the GESC department this role will be responsible for a wide array of compliance activities including aligning with the Export Administration Regulation (EAR), International Traffic in Arms Regulations (ITAR), Office of Foreign Asset Control (OFAC), and foreign government agencies. The role will research, and classify software, hardware, or 3rd party products, and submit classification requests to relevant government agencies, or applications for export licenses for controlled products or technologies and maintaining corporate records. The Export Compliance Analyst will also be responsible for export compliance, reviewing foreign national candidates and submitting IVL export license applications to the BIS, and maintaining records for record retention. Will also be developing and executing Export Compliance Awareness trainings, developing and implementing compliance processes and procedures. Will be expected to participate and contribute to the many other facets of responsibilities which the export compliance department manages across the company. Key Qualifications: • Strong working knowledge of the Export Administration Regulations, especially Categories 3, 4, and 5., • Experience with both h/w and s/w product, part and component classifications., • Experience with End User Certifications and Nuclear Nonproliferation Statements., • Familiarity with international regulations is a plus., • Experience with investigating and researching companies and individuals for sanctions risks, • Excellent oral and written communication skills., • Prefer 3+ years of general export compliance experience., • Mac and OS X proficiency is a must. Education • Bachelors degree in international business, international relations, international trade, law degree or a related degree or equivalent work experience..

Job DescriptionAbout xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role As an AI Tutor - Quantitative Finance, you will be instrumental in enhancing the capabilities of our cutting-edge technologies by providing high-quality input and labels using specialized software. Your role involves collaborating closely with our technical team to support the training of new AI tasks, ensuring the implementation of innovative initiatives. You'll contribute to refining annotation tools and selecting complex problems from advanced quantitative finance domains, with a focus on algorithmic investment strategies where your expertise can drive significant improvements in model performance.This position demands a dynamic approach to learning and adapting in a fast-paced environment, where your ability to interpret and execute tasks based on evolving instructions is crucial. AI Tutor's Role in Advancing xAI's Mission As an AI Tutor, you will play an essential role in advancing xAI's mission by supporting the training and refinement of xAI's AI models. AI Tutors teach our AI models about how people interact and react, as well as how people approach issues and discussions in quantitative finance. To accomplish this, AI Tutors will actively participate in gathering or providing data, such as text, voice, and video data, sometimes providing annotations, recording audio, or participating in video sessions. We seek individuals who are comfortable and eager to engage in these activities as a fundamental part of the role, ensuring a strong alignment with xAI's goals and objectives to innovate. Scope An AI Tutor will provide services that include labeling and annotating data in text, voice, and video formats to support AI model training. At times, this may involve recording audio or video sessions, and tutors are expected to be comfortable with these tasks as they are fundamental to the role. Such data is a job requirement to advance xAI's mission, and AI Tutors acknowledge that all work is done for hire and owned by xAI. Responsibilities • Use proprietary software applications to provide input/labels on defined projects., • Support and ensure the delivery of high-quality curated data., • Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies., • Interact with the technical staff to help improve the design of efficient annotation tools., • Choose problems from quantitative finance fields that align with your expertise, focusing on areas like portfolio optimization, derivatives pricing, or high-frequency trading backtests, providing rigorous solutions and model critiques where you can confidently provide detailed solutions and evaluate model responses., • Regularly interpret, analyze, and execute tasks based on given instructions.Key Qualifications, • Must possess a Master's or PhD in a quantitative finance-related field (Quantitative Finance, Financial Engineering, Financial Mathematics, Applied Mathematics, Statistics, Economics with quantitative focus, or related disciplines) or equivalent professional experience as a quantitative trader or analyst., • Proficiency in reading and writing, both in informal and professional English., • Strong ability to navigate various financial information resources, databases, and online resources (e.g., Bloomberg, Reuters, SEC filings)., • Outstanding communication, interpersonal, analytical, and organizational capabilities., • Solid reading comprehension skills combined with the capacity to exercise autonomous judgment even when presented with limited data/material., • Strong passion for and commitment to technological advancements and innovation in quantitative finance.Preferred Qualifications, • Professional experience as a quantitative trader or analyst., • Possesses experience with at least one publication in a reputable finance or economics journal or outlet., • Teaching experience as a professor, • Familiarity with Python/R for financial scripting or ML libraries (e.g., QuantLib), • FRM (Financial Risk Manager), • CQF (Certificate in Quantitative Finance), • PRM (Professional Risk Manager), • CAIA (Chartered Alternative Investment Analyst), • CFA (Chartered Financial Analyst)Location & Other Expectations, • This position is based in Palo Alto, CA, or fully remote., • The Palo Alto option is an in-office role requiring 5 days per week; remote positions require strong self-motivation., • If you are based in the US, please note we are unable to hire in the states of Wyoming and Illinois at this time., • We are unable to provide visa sponsorship., • Team members are expected to work from 9:00am - 5:30pm PST for the first two weeks of training and 9:00am - 5:30pm in their own timezone thereafter., • For those who will be working from a personal device, please note your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later. xAI is an equal opportunity employer. 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Job Description At Flosum, we’re building the #1 Salesforce-native DevOps and Security platform, trusted by some of the largest enterprises worldwide. As a fast-growing, bootstrapped SaaS company, we’re laser-focused on growth, discipline, and delivering real value to our customers. We’re now looking for our first Financial Analyst to join our team and take ownership of financial planning and analysis, SaaS metrics, and operational finance. This is a high-impact role where you’ll be the go-to finance partner for the business—working closely with leadership, sales, and marketing teams to ensure we’re running a disciplined and data-driven operation. As the Financial Analyst, you will: • Financial Planning & Budgeting, • Build, manage, and maintain company budgets, including department-level budgets., • Reconcile actual vs. target budgets and provide variance analysis., • Partner with team leaders to review and approve budgets on a monthly basis., • SaaS Metrics & Analytics, • Create, track, and report on core SaaS metrics (ARR, MRR, churn, retention, expansion, CAC, LTV, etc.)., • Provide monthly and quarterly dashboards that drive executive decision-making., • Analyze pipeline, bookings, renewals, and customer trends to ensure sustainable growth., • Cash Flow & Forecasting, • Build and maintain cash flow forecasts to ensure strong liquidity and predictability., • Model financial scenarios to support executive and board-level decisions., • Marketing ROI & Spend Alignment, • Work with the marketing team to track ROI across campaigns., • Drive alignment between financial goals and marketing spend efficiency., • Tools & Data Integrity, • Manage financial reporting through Salesforce, Excel, and Google Sheets., • Ensure data cleanliness, accuracy, and alignment across systems., • Operational Finance & Administration, • Support payroll, vendor invoices, accounts payable/receivable reconciliation. Requirements • 2–4 years of experience in Financial Planning & Analysis (FP&A), ideally in a SaaS or recurring revenue environment., • Strong understanding of SaaS metrics (retention, churn, expansion, CAC, LTV, gross margin, Rule of 40, etc.)., • Experience creating budgets, forecasts, and financial models., • Advanced proficiency in Excel and Google Sheets (formulas, pivot tables, modeling)., • Hands-on experience with Salesforce or similar CRM/ERP systems., • Ability to work independently, stay organized, and thrive in a fast-paced environment., • Excellent communication skills—you can explain financial insights clearly to non-finance teammates., • High attention to detail, integrity, and accuracy. Benefits • Be the first finance hire in a fast-growing SaaS company—make an outsized impact., • Work directly with the CEO and leadership team to shape how we operate., • Join a company that values discipline, growth, and empowerment., • Competitive salary + benefits package., • Opportunity for growth as the finance team scales.

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Senior Analyst – Interchange Fee Processing and Fee Programs Implementations Job Description The Global Interchange Pricing Systems team is responsible for the technical strategy, enablement, and ongoing maintenance of interchange fee assessment logic and programs across Visa’s global business. This individual contributor role will primarily support the North America region, with occasional involvement in global Pricing and Interchange Strategy initiatives. Key Responsibilities: • Act as a liaison between Interchange Strategy, internal development teams, and client-facing Sales and Merchant teams., • Manage projects of low to moderate complexity, ensuring the successful implementation of published and strategic interchange fee programs., • Collaborate with internal and external stakeholders to ensure accurate execution of interchange logic., • Develop and apply a deep understanding of Visa’s systems and processing capabilities to drive projects to completion., • A self-starter with strong attention to detail and a background in Visa transaction processing and operations., • Strategic thinker with the ability to understand the broader business context and identify effective solutions., • Skilled in analyzing and communicating complex concepts clearly to diverse audiences., • Comfortable working independently or collaboratively within a team environment. • Build and enhance positive working relationships with key stakeholders and internal staff • Understand business needs and priorities to help the team develop solutions and recommendations, • Work with direct manager to understand needed strategies and achieve results by translating business needs into specific action plans, • Support the identification and implementation of necessary Visa processing systems enhancements to successfully support Visa interchange fee programs and processing capabilities, • Manage assignments that are diverse in scope seeking out appropriate courses of action, • Gain Subject Matter Expertise SME of Visa internal systems processing capabilities and services through training work experience and or self study, • Stay abreast of new rules products and services and industry and technology trends in support of Visa strategic goals and Client initiatives, • Use processing technology and business knowledge to assist stakeholders internal and external with inquiries related to interchange processing and fee programs, • Identify and analyze interchange processing issues with client impacts consistently communicate situational status and resolution, • Effectively collaborate with cross functional local and global teams • Exercise independent decision making while maintaining a focus on client impact and team collaboration This includes delivering recommendation to stakeholders at all levels on a daily basis, • Support Global Interchange Pricing Team development needs, • Define business requirements for new Interchange programs or enhancements to existing programs Analyze business needs and formulate implementation solutions Coordinate with internal and external stakeholders to ensure delivery on commitments Set priorities influence others and manage stakeholder expectations, • Review technical designs testing documents and user acceptance logs to ensure business requirements are met, • Support Merchant Specific interchange programs enablement Manage registration configuration and ongoing support required to enable Merchant Fee Programs, • Support post implementation validation activities to ensure expected interchange fee assessment is applied, • Review Client communications containing interchange fee programs related information, • Maintain group databases forms templates and internal process flows, • Maintain team training material Basic Qualifications • Bachelors degree or equivalent work experience, • Three to five years of work experience in card processing or financial services, • One to three years of work experience supporting Visa programs including interchange fee assessment, • Highly motivated to learn about Visa business and systems capabilities, • Strong interpersonal leadership and communication skills verbal written and presentation to build credibility and productive relationships with global functions staff management and clients, • Self starter attitude with the ability to investigate and obtain necessary information for projects, • Ability to work independently in a complex and often ambiguous environment, • Proven analytical problem solving and critical thinking skills able to independently investigate absorb technical business information and drive solutions in complex ambiguous environments, • Ability to manage diverse assignments simultaneously and prioritize workflow with limited supervision, • Strong technical aptitude with the ability to absorb technical information and apply it to business solutions, • Ability to comprehend and translate business issues into technical solutions and viceversa, • Ability to prioritize needs set and manage expectations and help clients leverage Visas tools processes and teams, • Ability to anticipate needs and take action to prevent potential issues and plan collectively in alignment with client objectives and timelines, • Drive measurable action plans to achieve business goals and realize value from Visa products and solutions, • Customer focus with proven ability to establish productive working relationships with staff and management at all levels, • Excellent verbal written presentation and interpersonal skills, • Expertise in MS Excel PowerPoint Visio PowerPoint and Word Experience with Power BI SQL and MicroStrategy tools and other reporting tools is a plus, • Multi lingual capability is a plus Additional Information All your information will be kept confidential according to EEO guidelines Qualifications • Bachelor’s degree or equivalent work experience., • 3-5 years of work experience in card processing or financial services., • 1-3 years of work experience supporting Visa programs including interchange fee assessment, • Highly motivated to learn about Visa business and systems capabilities., • Strong interpersonal, leadership, and communication skills (verbal, written, and presentation) to build credibility and productive relationships with global functions, staff, management, and clients., • Self-starter attitude with the ability to investigate and obtain necessary information for projects., • Ability to work independently in a complex and often ambiguous environment., • Proven analytical, problem-solving, and critical thinking skills able to independently investigate, absorb technical/business information, and drive solutions in complex, ambiguous environments., • Ability to manage diverse assignments simultaneously and prioritize workflow with limited supervision., • Strong technical aptitude with the ability to absorb technical information and apply it to business solutions., • Ability to comprehend and translate business issues into technical solutions and vice versa., • Ability to prioritize needs, set and manage expectations, and help clients leverage Visa’s tools, processes, and teams., • Ability to anticipate needs and take action to prevent potential issues, and plan collectively in alignment with client objectives and timelines., • Drive measurable action plans to achieve business goals and realize value from Visa products and solutions., • Customer focus with proven ability to establish productive working relationships with staff and management at all levels., • Excellent verbal, written, presentation, and interpersonal skills., • Expertise in MS Excel, PowerPoint, Visio, PowerPoint, and Word. Experience with Power BI, SQL and MicroStrategy tools and other reporting tools is a plus., • Multi-lingual capability is a plus Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 124,600.00 to 180,650.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description Unigen, headquartered in Newark, California, is a trusted partner for businesses seeking to power their next generation of products. Founded in 1991, we've grown into a leading provider of electronics manufacturing services (EMS), offering a comprehensive suite of solutions from design and manufacturing to supply chain management. From advanced memory modules to high-density storage devices, our solutions are engineered to meet the demanding needs of today's technology landscape.Our commitment to quality and innovation ensures that our partners have the tools they need to succeed. At Unigen, you'll have the opportunity to work on cutting-edge projects and make a real difference. Working at Unigen means you'll be surrounded by other innovative companies, have access to top talent, and be close to world-class resources. We offer competitive compensation and a comprehensive benefits package, including 401(k) matching. This location, combined with our benefits, provides a unique advantage for those looking to thrive in the semiconductor industry. Job Title: Senior Quotation Analyst Location: Newark, CA Department: Quotation Job Overview: The Senior Quotation Analyst is responsible for Unigen quotation process, preparation, documentation, reporting and coordination of quotes. Reports to the Quotation Manager. Key Responsibilities: 1. Review, analyze and verify RFQ based on customer instructions, specifications, drawing and technical data • Review customer package and address any issues, discrepancies, and missing information, • Verify bill of materials (BOM), Gerber and product drawing files for accuracy and completeness, • Register new request for quotation (RFQ) number, • Define customer needs and match customer requirements with established quotation guidelines, • Prepare and coordinate Request for Quotations (RFQs) for services (PCBA, Box Build, Test, Repair/Rework etc.) based on quote requirements received from customers 2. Perform complete cost analysis, compile cost data and prepare cost volumes Calculate process, labor, NRE (Non-recurring engineering cost) and material cost and roll up the final quote: • Identify product’s BOM component category and categorize components accordingly, • Identify any special process requirement and communicate with the engineering and management, • Generate process and labor cost using labor template, • Generate process/test NRE cost using the labor template macro file and update the NRE cost with markup price, • Review and finalize material cost BOM, material attrition, material scrap cost and material markup (MMU%), • Roll up the final quote for review and approval, • Analyze quotations for content in addition to preparing complete cost analysis 3. Prepare Briefing packages for management review and approval of proposal. • Submit quote package/briefing for final approval from management before forward to PM/sales to review with the customer, • Interface with Program manager and/or Sales and customer to resolve issues; support PM/sales to review the quotation with the customer 4. Maintain quote data and reporting • Prepare, maintain, and review quotation labor cost template to get an accurate estimation and check for calculation error, higher cost process and new customer labor rate, • Provide Weekly and Quarterly win/loss/pending analysis reports to management for review, • Maintain high level communication with PM/sales regarding status of RFQ and participate in cost proposal negotiations Qualifications: • Bachelor's Degree in Business, Finance, Accounting or related discipline, • Minimum of 5 years cost estimating/quoting experience in electronic components and PCB assembly, • Electronics Manufacturing Environment (EMS) experience, • Basic analytical and financial skills, • OEM (Original Equipment Manufacturing), • PCB Assembly (Printed Circuit Board Assembly), • Experience in a Manufacturing Environment, • Microsoft Excel

Job DescriptionWe seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.Costing, Expense Reporting, Financial Reporting, Cash Management, Budgeting, Budgeting - Forecasting, Internal Control, Monthly Financial Statements, Automated PayrolWe are looking for a candidate that possesses the following skills and qualities: o Educational Requirement: Bachelor's degree in Finance or Accounting, (CPA or CMA a plus) o detail oriented Experience: 5-10 years experience as a controller in a manufacturing environment. o Accounting Expertise: Strong knowledge of accounting principles and practices. o Financial Analysis: Ability to analyze financial data and identify trends. o Leadership and Communication: Excellent leadership, communication, and interpersonal skills. o Problem-Solving: Strong problem-solving and analytical skills. o Technical Proficiency: Proficiency in financial software and tools. o Attention to Detail: Meticulous attention to detail and accuracy. o Strategic Thinking: Ability to think strategically and contribute to long-term financial planning. o Compliance Knowledge: Understanding of relevant financial regulations and compliance requirements. o Manufacturing Experience required.

Job Description We are looking for an AR Accounting Analyst to join our team in Concord, California, on a Contract basis. This position plays a vital role in managing accounts receivable tasks, maintaining compliance with financial standards. Ideal candidates will demonstrate strong analytical skills, attention to detail, and proficiency in Microsoft Excel to handle complex data sets and reconciliation processes. Responsibilities: • Process monthly payments using advanced Excel functions and formulas., • Apply payments to accounts by downloading daily lockbox details and allocating receipts to the appropriate funds., • Reconcile monthly receipts with bank statements and prepare totals for general ledger updates., • Generate invoices for discrepancies, prepare billing documents., • Perform file transfers and manage receipts while ensuring timely collection., • Account reconciliations, , and preparing billing and supporting materials., • Bachelor’s degree in Accounting or a related field, • Proficiency in Microsoft Excel, including the ability to create formulas and manipulate large data sets., • Strong analytical and organizational skills to manage complex processes and ensure accuracy., • Effective communication skills, both verbal and written, • Attention to detail and a high level of accuracy, • Familiarity with accounts receivable processes and reconciliation techniques., • Experience with billing and invoicing i

Job Description A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive Senior Fund Operations and Data Analyst to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation. This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data. Key Responsibilities • Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms., • Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions., • Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency., • Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm., • Identify and drive process optimization through automation of recurring workflows in finance and operations., • Execute data migrations and platform upgrades as the firm expands., • Ensure all processes and controls adhere to compliance, governance, and risk management best practices., • Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities. Qualifications • Bachelor’s degree in Finance, Accounting, Information Systems, Computer Science, or a related field. Professional certifications (CPA, CFA, PMP) are a plus., • 4+ years of progressive experience across finance, operations, and/or technology roles; experience in private equity, venture capital, investment banking, or high-growth technology environments preferred., • Experience in financial systems implementation and administration preferred., • Strong knowledge of databases, data structures, APIs, and reporting/data visualization tools (e.g., Tableau, Power BI)., • Hands-on experience with SQL, workflow automation, and data migration projects. This role offers the opportunity to work in a dynamic, entrepreneurial environment with exposure to both firm-level and fund-level financial operations. It provides a unique chance to develop deep expertise in venture capital finance while contributing to the growth of a collaborative, high-performing team. Perks & Benefits • 100% employer-paid medical, dental, and vision coverage, plus additional employer-paid benefits (short-term disability, long-term care, life, and AD& D)., • 401(k) with very generous employer match ($1 for $1), plus discretionary annual profit sharing., • Paid holidays plus a firm-wide break between Christmas and New Year’s., • Company-paid annual commuter pass., • Partial reimbursement for gym memberships., • Complimentary daily lunch, • A strong culture within a well-established firm offering significant professional growth opportunities.

Job Description The Workday Integration Analyst is responsible for supporting the business and financial applications to ensure efficient, high-quality, and safe patient care. This position involves implementing, managing, and supporting systems with minimal supervision. The analyst will possess a strong understanding of business and financial operations in a healthcare setting, handle complex issues independently, make design decisions, and clearly communicate technical concepts across the organization. Key Responsibilities: • Provide second-level support for application incidents reported through the help desk, including 24/7 on-call coverage as needed., • Assist junior team members in resolving application incidents, maintenance issues, and enhancement requests., • Coordinate application support with other IT teams, such as Infrastructure, Integration, Reporting, and the help desk., • Collaborate with vendors and IT analysts to design and implement system optimizations and enhancements., • Implement changes using documented procedures that comply with departmental policies., • Lead software upgrades and manage new software installations and enhancement requests of small to medium complexity., • Mentor junior staff in documenting workflows and developing their technical skills., • Act as a technology expert, translating technical concepts into business terms and influencing outcomes across different groups., • Maintain up-to-date project documents, including technical details, user expectations, project goals, and deliverables., • Participate in and organize team meetings, maintaining appropriate records., • Identify opportunities for improving application functionality and stability., • Anticipate and resolve system problems through independent analysis and solution development. Experience Requirements: • 7+ years of experience with Workday integrations., • Strong technical and business operations background, particularly in a healthcare environment., • Knowledge of SDLC, Agile, and other software development methodologies., • Familiarity with server operating systems, databases, scripting languages, and disaster recovery technologies., • Ability to analyze complex systems and workflows., • Strong organizational skills and ability to manage major programs or functions., • Ability to communicate complex concepts clearly to management and cross-functional teams., • Strong collaboration and consensus-building skills. Education Requirements: Paid Time Off Subsidized Medical, Dental, Vision and Life Insurance Retirement Benefits Employee Assistance Programs

Financial Analyst, Sales Finance, Devices And Services. As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes. Enhance the effectiveness of key finance processes, including financial planning,

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor III focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

The Attorney Research & Support Analyst is an integral part of Latham's Financial Analysis team. This role will be responsible for providing origination and proliferation credit support to the firm's partners to help them accurately record and capture the financial impacts of their work on their

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