Financial analyst jobs in California - Page 2

An electric utility client is looking for a Business Operations Analyst who will analyze business operations, workflows, and processes to identify gaps, inefficiencies, risks, and improvement opportunities. Location: Chino, CA, 91761 (Onsite) Position: Business Operations Analyst Pay Rate: $38.60/hr. on W2 Duration: 3 to 6 month position with possibility of extension. Schedule: M-F 8-5 Interview Process: How many interviews: 3 Video, In Person, Telephone: Video or In-person Duration: 45 min RESPONSIBILITIES • Analyze business operations, workflows, and processes to identify gaps, inefficiencies, risks, and improvement opportunities., • Develop problem statements, business requirements, and impact assessments to support operational decision-making., • Support operating organizations with data-driven insights tied to cost, schedule, compliance, and performance outcomes., • Collect, validate, and analyze operational, financial, and performance data from enterprise systems (e.g., SAP, reporting tools, internal dashboards)., • Develop recurring and ad-hoc reports, metrics, and dashboards for leadership, including trend analysis and variance explanations., • Ensure data accuracy, consistency, and documentation to support audits and management review., • Support process improvement initiatives using Edison-approved methodologies (standardization, controls alignment, continuous improvement)., • Assist in documenting current-state and future-state processes, including SOPs, workflows, and control narratives., • Identify operational and compliance risks and support mitigation tracking and closure., • Assist with budget tracking, forecasting, accruals, and cost analysis in coordination with Finance., • Support business cases, cost-benefit analyses, and funding justifications for operational initiatives., • Monitors spend against plan and investigate variances., • Act as a liaison between operations, finance, IT, supply chain, and other support organizations., • Coordinate inputs, deliverables, and timelines across stakeholders to support operational initiatives., • Support change management efforts by preparing materials, tracking adoption, and documenting impacts., • Support internal and external audits by providing documentation, data extracts, and evidence., • Ensure operational activities align with Edison policies, procedures, and internal control requirements., • Track corrective actions, findings, and commitments to closure., • Support operational projects by tracking milestones, risks, and deliverables., • Prepare executive summaries, briefing materials, and decision support documents., • Maintain project documentation and status reporting. QUALIFICATIONS: • Bachelor's Degree, • Strong analytical skills with the ability to evaluate business operations, resource requirements, processes, cost controls, and performance data., • Ability to collect, validate, analyze, and synthesize data from multiple sources to support operational and financial decision-making., • Demonstrated proficiency with standard business analysis tools and software, including spreadsheets, presentations, and enterprise reporting systems., • Ability to apply appropriate levels of analysis to make timely, sound, and cost-effective business decisions., • Working knowledge of business operations, internal controls, and process improvement concepts., • Ability to document current-state and future-state processes, procedures, and workflows to support standardization and optimization., • Understanding of cost management, budgeting support, forecasting, and variance analysis within an operational environment., • Strong written and verbal communication skills, with the ability to present complex information clearly and concisely., • Ability to adjust communication style and level of detail to suit different audiences, including leadership and cross-functional stakeholders., • Ability to prepare executive-level summaries, reports, and briefing materials that support decision-making., • Ability to collaborate effectively across departments and functional teams to support operational initiatives and resolve business issues., • Demonstrated ability to build and maintain effective working relationships with internal stakeholders., • Ability to incorporate stakeholder input and align efforts to achieve operational efficiencies and results., • Demonstrated accountability for meeting commitments and delivering quality results., • Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs., • Strong attention to detail and commitment to data accuracy, documentation, and compliance., • Demonstrates professionalism, discretion, and sound judgment when handling sensitive or confidential information., • Willingness to learn, continuously improve technical and business skills, and apply best practices., • Customer-focused mindset, with a commitment to service excellence for internal and external partners. DESIRED QUALIFICATIONS • Analyze business operations, workflows, and processes to identify gaps, inefficiencies, risks, and improvement opportunities., • Develop problem statements, business requirements, and impact assessments to support operational decision making., • Support operating organizations with data driven insights tied to cost, schedule, compliance, and performance outcomes., • Collect, validate, and analyze operational, financial, and performance data from enterprise systems (e.g., SAP, reporting tools, internal dashboards)., • Develop recurring and ad hoc reports, metrics, and dashboards for leadership, including trend analysis and variance explanations., • Ensure data accuracy, consistency, and documentation to support audits and management review., • Education Requirement: Bachelor of Science, Accounting or Finance, • Minimum Years of Experience: 5 years About our client: Our client is one of the largest electric utilities and a longtime leader in renewable energy and energy efficiency in the United States providing electricity for much of Southern California. About APR: Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide. Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Don't miss out on this amazing opportunity! If you feel your experience is the match for this position please apply today and join our team. We look forward to working with you! #SLA

Operations Analyst – Helicopter Operations Start: Immediate Duration: 6 Months with Likely extension W2 Hourly pay rate: $38.60 Location: onsite in Chino, CA in Helicopter Hangar Day-to-Day Primary Duties – Business & Operational Analysis Data Analysis & Reporting Process Improvement & Controls Financial & Cost Support Cross-Functional Coordination Governance, Compliance & Audit Support Project & Initiative Support Requirements: Must have Bachelor of Science, Accounting or Finance Must have Minimum Years of Experience: 5 years Analytical & Technical Skills • Strong analytical skills with the ability to evaluate business operations, resource requirements, processes, cost controls, and performance data, • Ability to collect, validate, analyze, and synthesize data from multiple sources to support operational and financial decision-making., • Demonstrated proficiency with standard business analysis tools and software, including spreadsheets, presentations, and enterprise reporting systems., • Working knowledge of business operations, internal controls, and process improvement concepts., • Ability to document current-state and future-state processes, procedures, and workflows to support standardization and optimization., • Demonstrated accountability for meeting commitments and delivering quality results., • Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs. Business & Operational Analysis • Analyze business operations, workflows, and processes to identify gaps, inefficiencies, risks, and improvement opportunities., • Develop problem statements, business requirements, and impact assessments to support operational decision making., • Support operating organizations with data driven insights tied to cost, schedule, compliance, and performance outcomes. Data Analysis & Reporting • Collect, validate, and analyze operational, financial, and performance data from enterprise systems (e.g., SAP, reporting tools, internal dashboards)., • Develop recurring and ad hoc reports, metrics, and dashboards for leadership, including trend analysis and variance explanations., • Ensure data accuracy, consistency, and documentation to support audits and management review.

The Senior Compliance Analyst supports California Coast Credit Union’s (CCCU) Compliance Management System (CMS) by conducing regulatory research, monitoring, documentation updates, and compliance analysis. Ensures adherence to applicable federal and state laws and regulations, across consumer compliance, Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), privacy, lending, operations, marketing, and emerging regulatory expectations. The Senior Compliance Analyst is a seasoned compliance professional who works across all areas of the CMS, supports internal partners, and contributes to examinations, assessments, issue remediation, training, and risk‑based reviews. This role provides guidance, drafts and revises documentation, and supports implementation of new or changed regulatory requirements. DIMENSIONS (the depth and breadth of the job in numeric or statistical terms): • CMS Support: Performs core responsibilities across the credit union’s CMS, including regulatory change support, policy/procedure updates, monitoring, training assistance, and complaint handling., • Monitoring and Reviews: Supports risk based compliance monitoring and targeted reviews across operational, lending, marketing, and member facing functions., • Compliance Support: Provides timely, accurate compliance guidance to internal partners through the compliance help desk and contributes to issue resolution and documentation. NATURE & SCOPE: The Senior Compliance Analyst works under the direction of the Compliance Director and AVP, Compliance & Legal to support CCCU’s CMS. The role provides regulatory analysis, documentation support, monitoring, and cross departmental compliance guidance to ensure CCCU meets all applicable federal and state regulatory requirements. Regulatory Change Management • Tracks, analyzes, and documents regulatory changes issued by NCUA, CFPB, FinCEN, OFAC, DFPI, and applicable state laws., • Maintains regulatory change logs and coordinates with business units to ensure timely implementation of new or amended requirements., • Summarizes regulatory developments and identifies operational impacts to products, services, and internal processes. Policies, Procedures & Documentation • Drafts, updates, and maintains compliance related documentation, including policies, procedures, disclosures, forms, marketing materials, and training content., • Ensures documentation aligns with current regulatory expectations and internal standards., • Maintains organized records of historical and current compliance materials. Monitoring & Reviews • Conducts or supports a minimum of six (6) risk based compliance reviews per year, focusing on the highest risk areas identified through the Enterprise Risk Assessment., • Performs review planning, testing, fieldwork, documentation, and reporting under the direction of management., • Evaluates compliance with laws, regulations, and internal standards; drafts findings; and assists with remediation follow up and issue tracking. Complaint Management & Member Facing Oversight • Supports management of the complaint program, ensuring complaints are logged, tracked, analyzed, and elevated appropriately., • Conducts UDAAP assessments and reviews of member facing materials to ensure regulatory accuracy and fairness., • Provides timely, accurate compliance guidance to business partners through the compliance help desk. Audit & Examination Support • Supports preparation for internal and external audits and regulatory examinations., • Coordinates information requests, gathers documentation from business units, and assists with remediation activities related to compliance findings., • Maintains CMS documentation to ensure exam readiness at all times. BSA/AML & OFAC Support • Supports BSA operations including CTRs, SARs, Elder Financial Exploitation reviews, Beneficial Ownership requirements, OFAC screening, Monetary Instrument Logs (MIL), and 314(a)/314(b) processes., • Utilizes Verafin or similar AML software to support monitoring, investigations, and reporting. Cross Functional Compliance Guidance • Provides clear, well researched compliance interpretations to business units., • Assists operational, lending, marketing, and branch staff in resolving compliance issues and understanding regulatory requirements. Additional Responsibilities • Supports development and delivery of compliance training., • Contributes to departmental budget preparation., • Performs other duties as assigned by management. EDUCATION, SKILLS, & ABILITIES • Bachelor’s degree in Business, Finance, or related fields., • Preferred industry certifications such as Certified Anti-Money Laundering Specialist or similar certifications from reputable government recognized industry organizations., • Minimum 7 years recent, directly relevant financial‑institution compliance experience (consumer compliance, BSA/AML, OFAC, operations, lending, privacy)., • Proficiency in Verafin software or similar AML software is required., • Experience in project management and working with auditors and examiners., • Strong analytical, communication (oral and written), and personal computer skills. Ability to gather, compile and present data in a clear and logical manner., • Must be organized and detail oriented to work efficiently., • Must demonstrate the capability to identify the implications of new and revised laws and regulations to the company., • Ability to follow directions from a supervisor, interacts effectively with co-workers, follow work rules and work independently., • Must have sound writing and grammar proficiency, present numerical data effectively and ability to edit own work for spelling and grammar., • Strong computer skills with Microsoft Office. Symitar experience preferred., • Strong organizational skills, attention to detail and the ability to handle multiple simultaneous projects are required., • Operates with independence of judgment and escalates issues consistent with regulatory expectations. MAJOR ACCOUNTABILITIES • Ensure compliance with all applicable laws, regulations, and internal standards., • Support monitoring and implementation of regulatory changes., • Contribute to CMS enhancements and training program development., • Maintain accurate BSA/AML reporting and compliance controls., • Provide exceptional internal service to business unit partners. PHYSICAL REQUIREMENTS • Ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (Annually): $98,827.4160 - $123,534.2700

Actuarial Analyst (Hybrid – San Jose, CA) Job Type: Full-Time (Hybrid – 3 days onsite) Location: San Jose, CA Pay Rate: $39.00/Hr. - $41.00/Hr. on W2 Work Setup: Hybrid (3 days/week in office) Equipment: Laptop provided Opportunity: Potential extension or full-time conversion based on performance and attendance Key Responsibilities Perform data entry and analysis of financial and demographic data to assess risk • Support actuarial projects and contribute to ongoing team initiatives, • Assist in actuarial modeling and gain exposure to advanced techniques, • Conduct actuarial valuations for pension plans, • Perform calculations related to pension benefit accruals and contributions, • Prepare and support government filings and compliance reports, • Work on varied actuarial assignments and special projects, • Manage assigned tasks independently while meeting deadlines, • Participate in team discussions and collaborative learning sessions, • Support career development planning within the actuarial field, • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), • Strong analytical and mathematical skills, • Knowledge of business, economics, and actuarial concepts, • Excellent problem-solving and critical thinking ability, • High attention to detail and strong organizational skills, • Ability to multitask and meet deadlines in a fast-paced environment, • Strong communication skills (verbal and written), • Ability to work effectively in a hybrid/virtual team environment, • Willingness and ability to learn new tools and systems, • Bachelor’s Degree in a technical field (e.g., Mathematics, Statistics, Actuarial Science, Economics, or related), • Minimum 1 year of actuarial experience

Embark on a Journey That Makes a Difference. At Generali Global Assistance (GGA), every day is an opportunity to help people explore the world with confidence. We’re not just in the business of protection—we’re in the business of adventure and peace of mind. Whether it’s a backpacker trekking through the Andes, a family cruising the Mediterranean, or a solo traveler chasing the Northern Lights, we’re there to ensure their journey is safe and supported. From assisting with emergency medical claims to guiding customers through trip disruptions or ID theft, your work helps turn travel challenges into stories of resilience. Set Sail on a Career Path to Success. Our teams value curiosity and collaboration while priding ourselves on fostering a welcoming and inclusive atmosphere for our employees. Elevate your journey through our internal programs, including: • Diversity, Equity, and Inclusion (DEI) Committee, • Career pathing and Individual Development Plans, • Internal training and intern opportunities, • Women in Business Mentorship Program, • Employee awards and recognition, • Education and professional development assistance program Passport to Perks Includes: • Generous Employer contribution for health, dental, and vision insurance, • Paid Maternity and Paternity Leave, • Scholarship Program for Employee Dependents, • Company match on 401k, • Employee Assistance Program (EAP), • Company paid short-term and long-term disability insurance, • Company paid life insurance, • Voluntary Pet Insurance, • Voluntary Legal Benefit, • Discounts on travel insurance, • Time off policies including vacation days, sick days, personal days, holidays and volunteer days (VTO) Your Role on the Expedition: This position is responsible for providing critical analysis and internal reporting for companywide processes such as reserving, forecasting, portfolio analyses, and miscellaneous supporting initiatives. A successful candidate must synthesize expert level understanding of insurance, finance, and building models to address questions from a wide variety of departments including Underwriting, Finance, Sales, and top management. Required skills include in-depth knowledge of reserving, relational databases, data warehouses, Excel, financial models, and a working knowledge of predictive modeling. This position works with all management levels across the North American organization with significant exposure to Holding Company and is a direct report to Sr Actuarial Analyst. Chart Your Course: • Quarterly and annual reserving for IFRS17 and Solvency2 using established actuarial methods., • Provides range of reasonable reserves, selects best estimates, and provides clear explanations of changes from one analysis to the next., • Compares own assumptions with alternate competing assumptions and assesses impact best estimate., • Tracks evolution of booked value within range, and in comparison, to best estimate., • Support Capital and Investment functions on topics involving UBEL., • Support in IT projects related to losses., • Performs the estimation of losses for Budget and Forecast., • Develops criteria to validate results considering prior expectations., • Identifies root causes of results materially outside of expectation., • Assists colleagues with validation, version control and consistency of assumptions throughout process., • Examines and interprets technical results in the context of the specific complex business questions being addressed., • Identifies new questions and/or unforeseen data complexities arising from technical results and takes steps to address them with appropriate responsible parties., • Uses data systems, query tools to design and execute work projects associated with the above., • Provides clear communication of results both in writing and verbally, being clear and concise by identifying appropriate level of detail for intended audience, using data visualization wherever possible. Your Ticket to Success: Required Qualifications: • High School Diploma or Equivalent (GED) required., • Bachelor's degree (B.S.) in mathematics, actuarial science, economics, finance or similar degree from an accredited college or university required, or related degree., • Completion of at least 1-3 actuarial exams., • 2+ years related actuarial experience., • Reserving principles including understanding the reserving process and financial impacts., • Knowledge of IFRS17 and Solvency2 preferred., • Knowledge of PBI, SQL, R and ResQ preferred., • Experience working with finance, sales, operations and executive level communications preferred. Salary: 85k-120k/yr Position Coordinates: This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 2-3 days a week and working from home 2-3 days a week. Time for Take-off: While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime may be required according to business need. One team. Every destination. Generali Global Assistance is proudly part of the ___ Group and our products utilize a number of corporate and product brands. The brands for our North American team include the following: • CSA: US travel insurance brand for retail, tour operator, cruise and lodging partners. Learn more ___., • Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more ___., • GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more ___., • Iris, Powered by Generali: identity and digital protection solution. Learn more ___. Explore new horizons – apply today! Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.

Duties: • Studies marketplace trends, demographics and microeconomic factors to help the company make smart investments., • May also provide advice to companies on issuing their own bonds, splitting stock and other areas of concern., • Fully understand how and where a company has invested its resources, as well as how secure and viable that financial outlay will be going forward., • Needs to understand how current investments affect the company, and how those investments and future financial interactions will impact short- and long-term growth., • Provide information on the company's current financial position and make recommendations to company decision-makers., • Prepare detailed annual financial budget and monthly financial forecasts., • Assist with preparation of weekly, monthly and quarterly financial analysis schedules of actual vs. budget variances. Skills: • 5+ years of FP&A experience or equivalent tenure from related positions, • 5+ in corporate finance, accounting, investment banking, private equity,, • Experience partnering with accounting teams, and basic knowledge of accruals desired Knowledge of SQL, Tableau, Hyperion and other Financial tools preferred, • Ability to deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results, • Ability to quickly synthesize information, structure a concise, clear presentation of findings, and articulate recommendations to an executive audience, • Proficiency in MS Excel required; Grace under pressure with a good sense of humor and dose of humility

Our client, a leading provider of financial technology software, is hiring a Investor Relations Coordinator in Mountain View, CA! In this role, you will serve as the operational backbone of the Investor Relations team by managing high-volume inbound communications, triaging investor and analyst requests, and ensuring timely routing and tracking of all inquiries. You will also coordinate complex calendars and high-stakes events such as earnings prep, investor meetings, and site visits, ensuring seamless logistics and polished execution across all IR activities. Responsibilities: • Act as the first point of contact for the Investor Relations inbox by triaging incoming analyst and investor inquiries, routing requests to the appropriate stakeholders, and maintaining accurate tracking to ensure timely follow-up., • Manage and optimize complex IR calendars by coordinating internal prep meetings, earnings cycles, investor events, and cross-functional scheduling to ensure all milestones and deadlines are met., • 2+ years in admin, coordination, or operations., • Outlook and Google Workspace proficiency., • Strong organization and communication skills. Motion Recruitment Partners is an Equal Opportunity Employer, including disability/vets. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy.

Overview: ACS Professional Staffing is looking for an employee to work on-site with our client. The Project Controls Analyst is responsible for performing project controls on assigned projects, including project planning and scheduling, monitoring, risk management and mitigation, change management, and internal and external reporting. This role provides guidance and consultation to project managers to ensure successful project execution. The Project Controls Specialist is responsible for creating and maintaining resource-loaded schedules for all transmission and distribution line projects using the Primavera scheduling system. This full-time position is open to candidates located in San Ramon and Sacramento, CA. Pay range: $55 - $60 Benefits: • Sick Leave: One hour of paid sick leave for every 40 hours worked (sick leave can be used after 90-days of employment), • EAP: Employee Assistance Program, • Benefit options available: Medical, Dental, Vision, HSA, Group Life/AD&D, Voluntary Life/AD&D, Voluntary Short-Term Disability, Voluntary Long-Term Disability, Voluntary Critical Illness, Voluntary Accident, Hospital Indemnity, 401k (eligible after one year and 1,000 hours worked - employer match up to 4%), • Other benefits include the following: Calm App, LifeBalance Discount Program Responsibilities: • Provide scheduling, cost control, and other project controls functions, • Use Primavera 6 (P6) to support Schedulers and Project Managers, • Responsible for developing achievable project schedules based on resource availability and constraints, • Develop detailed large and complex project plans and work breakdown structures to support project activity scheduling, • Collaborate with corporate offices on cost, budget, and procurement issues, determining positive resolution, • Ensure compliance with corporate governance, • Create and maintain project schedules in the Primavera scheduling database, • Provide advice to Project Managers and key stakeholders regarding project milestones Requirements: • Bachelor’s degree in Construction Management, Engineering, Business Administration, or a related field, • 4+ years of experience in project controls and/or project scheduling, • Demonstrated expertise and strong hands on proficiency in Primavera P6 required, • Comprehensive knowledge of project controls functions, • Working knowledge of the overall Project Management Organization (PMO) function, • Demonstrated experience with budget tracking and variance analysis, • Experience supporting large, complex projects (projects valued at $25M+ preferred), • Proven background in project controls, scheduling, resource loading (P6), budget tracking, and financial reporting, • Earned Value & Cost Forecasting expertise preferred, • PMP or related certification preferred, • Advanced proficiency in Microsoft Excel, • Proven experience developing reports and presenting findings to stakeholders, • Hands on experience managing vendor contracts, accruals, and invoicing, • Previous PG&E and SAP experience preferred but not required Work sponsorship is not available at this time. Third-party candidates will not be considered for this position. ACS Professional Staffing will provide equal employment opportunities to all applicants without regard to the applicant’s race, color, religion, sex, gender, genetic information, national origin, age, veteran status, disability status, or any other status protected by federal or state law. The company will provide reasonable accommodations to allow an applicant to participate in the hiring process if so requested. If you have any questions about the job posting, please contact If you have any questions about our Reasonable Accommodation Policy, please feel free to email

RETS on behalf of our client, a leading global real estate investment manager, is seeking a CRE Investment Analyst in San Francisco to provide analytical support to the CRE Investments team across acquisitions, dispositions, and due diligence for commercial real estate investments. Seeking candidates who have 1–2 years of direct real estate investment modeling experience (acquisitions, investment sales, REPE, or advisory). Responsibilities: • Build and analyze financial models to evaluate investment opportunities, • Prepare cash flows and assess returns across acquisitions and developments, • Assist in developing investment memoranda for Investment Committee review, • Conduct market research, lease analysis, and financial analysis to support underwriting Requirements: • 1–2 years of direct real estate investment modeling experience (acquisitions, investment sales, REPE, or advisory) in Excel and Argus Compensation: Base in the lower 100s plus 50-100% bonus, commensurate with experience

Job Title: Client Service Associate About Us We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service. We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us. Syon Capital is an SEC-registered investment advisor. Who We’re Looking For Syon Capital is seeking a full-time Client Services Analyst to assist the team in providing best-in-class service to our valued clients. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. We value individuals who work independently while also contributing to a formidable team dynamic. As a key point of contact, the ideal candidate takes pride in being a trusted problem solver to both our clients and firm. What You Will Do • Serve as a key contact for client requests on designated client relationships, • Respond to client inquiries and communications within 24 hours with most response within the same day, • Initiate wires, transfers, and checks for money movements in Schwab Advisor Center, • Open new accounts by collecting client information, completing forms, and routing to client for signature, • Manage client account maintenance by updating client contact information as needed, • Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM, • Complete subscription documents for alternative investments in CAIS/iCapital, • Partner with the Investment team on new cash deployments and portfolio creation, • Provide out-of-office coverage for other members of the client services team, • Perform ad hoc tasks and projects assigned What You Have • 5 to 10 years of prior experience in a client facing role within the financial services field, • Bachelor’s degree with at least a 3.0 GPA required (a degree in the Humanities is a plus), • FINRA Series 65, • Beginner level knowledge with Microsoft Excel and PowerPoint, • Experience using Black Diamond, Salentica/Salesforce, Schwab Advisor, and CAIS/iCapital is a plus, • A high degree of thoroughness with careful and deliberate attention to detail, • Exceptional verbal and written communication skills, • A mindset that values every task, big or small, • Hybrid/remote setting—In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday work from home, • The ability to own complex responsibilities end-to-end and operate with a high degree of autonomy., • The ability demonstrate strong judgmentally, consistency, and accountability and serve as a resource for junior team members, • The ability to meaningfully contribute to improving processes or outcomes Compensation: We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills and qualifications. The base salary range for this position starts at $85,000 to $125,000. This position is also eligible for an annual discretionary bonus. Benefits and Perks • Comprehensive medical, dental, and vision plans, • 401(k) with 4% company match, • Employee Investment Program, • Pre-tax commuter benefits, • Flexible paid time off, • Hybrid schedule: Friday and 3 holiday weeks remote, • Sabbatical program: 4 paid weeks after 5 years of service, • Tuition and CE reimbursement for relevant licenses, • Dependent day care FSA, • Pet insurance, • Quarterly lunch and learns, • Quarterly team social events Equal Employment Opportunity Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Job Title: Analyst-Business 3 Location: Chino, CA, 91761 - Onsite Duration: 3 to 6 month position with possibility of extension./ 04/06/2026 to 10/08/2026 Description: Bachelor's degree in Business, Finance, Accounting, Statistics or related field or an equivalent combination of education, training and experience. The candidate must possess the demonstrated ability to perform moderately complex quantitative analysis with the ability to gather, document, analyze and draw conclusions on data and information. The candidate will possess five to seven years of experience in the field of analysis.Responsible for developing strategies that support business need for efficient and effective use of best practices.Identify requirements, approach, solutions, costs, risks and options to address business need. Lead implementation activities of an initiative, application or feature set. Responsible for project documentation including definition, requirements, conversion, testing, implementation and training. Able to priorities initiatives by assessing business value for effort and develop options. Collaborates with vendor to understand product direction, release strategy, and timeframe. Maintain a broad knowledge of current and emerging state-of-the-art computer/network systems technologies, architectures and products. Education Requirement: C. Bachelor's Degree Day-to-Day Responsibilities/Workload: 3 to 6 month position with possibility of extension. Business & Operational Analysis · Analyze business operations, workflows, and processes to identify gaps, inefficiencies, risks, and improvement opportunities. · Develop problem statements, business requirements, and impact assessments to support operational decision-making. · Support operating organizations with data-driven insights tied to cost, schedule, compliance, and performance outcomes. Data Analysis & Reporting · Collect, validate, and analyze operational, financial, and performance data from enterprise systems (e.g., SAP, reporting tools, internal dashboards). · Develop recurring and ad-hoc reports, metrics, and dashboards for leadership, including trend analysis and variance explanations. · Ensure data accuracy, consistency, and documentation to support audits and management review. Process Improvement & Controls · Support process improvement initiatives using approved methodologies (standardization, controls alignment, continuous improvement). · Assist in documenting current-state and future-state processes, including SOPs, workflows, and control narratives. · Identify operational and compliance risks and support mitigation tracking and closure. Financial & Cost Support · Assist with budget tracking, forecasting, accruals, and cost analysis in coordination with Finance. · Support business cases, cost-benefit analyses, and funding justifications for operational initiatives. · Monitor spend against plan and investigate variances. Cross-Functional Coordination · Act as a liaison between operations, finance, IT, supply chain, and other support organizations. · Coordinate inputs, deliverables, and timelines across stakeholders to support operational initiatives. · Support change management efforts by preparing materials, tracking adoption, and documenting impacts. Governance, Compliance & Audit Support · Support internal and external audits by providing documentation, data extracts, and evidence. · Ensure operational activities align with policies, procedures, and internal control requirements. · Track corrective actions, findings, and commitments to closure. Project & Initiative Support · Support operational projects by tracking milestones, risks, and deliverables. · Prepare executive summaries, briefing materials, and decision support documents. · Maintain project documentation and status reporting. Required Skills/Attributes: Analytical & Technical Skills · Strong analytical skills with the ability to evaluate business operations, resource requirements, processes, cost controls, and performance data. · Ability to collect, validate, analyze, and synthesize data from multiple sources to support operational and financial decision-making. · Demonstrated proficiency with standard business analysis tools and software, including spreadsheets, presentations, and enterprise reporting systems. · Ability to apply appropriate levels of analysis to make timely, sound, and cost-effective business decisions. Business & Process Acumen · Working knowledge of business operations, internal controls, and process improvement concepts. · Ability to document current-state and future-state processes, procedures, and workflows to support standardization and optimization. · Understanding of cost management, budgeting support, forecasting, and variance analysis within an operational environment. Communication Skills · Strong written and verbal communication skills, with the ability to present complex information clearly and concisely. · Ability to adjust communication style and level of detail to suit different audiences, including leadership and cross-functional stakeholders. · Ability to prepare executive-level summaries, reports, and briefing materials that support decision-making. Collaboration & Stakeholder Engagement · Ability to collaborate effectively across departments and functional teams to support operational initiatives and resolve business issues. · Demonstrated ability to build and maintain effective working relationships with internal stakeholders. · Ability to incorporate stakeholder input and align efforts to achieve operational efficiencies and results. Accountability & Results Orientation · Demonstrated accountability for meeting commitments and delivering quality results. · Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs. · Strong attention to detail and commitment to data accuracy, documentation, and compliance. Professional Attributes · Demonstrates professionalism, discretion, and sound judgment when handling sensitive or confidential information. · Willingness to learn, continuously improve technical and business skills, and apply best practices. · Customer-focused mindset, with a commitment to service excellence for internal and external partners. Desired Skills/Attributes: Business & Operational Analysis • Analyze business operations, workflows, and processes to identify gaps, inefficiencies, risks, and improvement opportunities., • Develop problem statements, business requirements, and impact assessments to support operational decision making., • Support operating organizations with data driven insights tied to cost, schedule, compliance, and performance outcomes. Data Analysis & Reporting • Collect, validate, and analyze operational, financial, and performance data from enterprise systems (e.g., SAP, reporting tools, internal dashboards)., • Develop recurring and ad hoc reports, metrics, and dashboards for leadership, including trend analysis and variance explanations., • Ensure data accuracy, consistency, and documentation to support audits and management review. Interview Process: How many interviews: 3 Video, In Person, Telephone: Video or In-person Duration: 45 min

Sr. BSA Compliance Analyst Santa Rosa, CA (onsite M-F) Full Time Employment Salary: $75,000-$96,000 annual (Senior) Description Under minimal supervision, the BSA Compliance Analyst is responsible for account identification, analyzing and reporting any transactions believed to be associated with unusual and suspicious account activity such as potential fraud, structuring, money laundering, or/and terrorist financing to ensure the Bank is in compliance with the Bank Secrecy Act and USA Patriot Act. This includes identification of unusual transactions and escalating incidents to the BSA Officer as appropriate, in a timely and accurate manner. The Senior BSA Compliance Analyst performs various quality controls reviews and monitoring pertaining to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Program, OFAC, and Customer Identification Program compliance using industry standard and regulatory guidance to ensure the Bank’s compliance efforts are maintained on a daily basis. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities: • Conduct in-depth due diligence reviews and prepare comprehensive reports on High and Moderate risk customers to assess and mitigate BSA/AML risk, • Gather documents and analyze the risks associated with complex ownership structure, evaluating variables such as source of funds, anticipated activity volumes, and purpose of business relationship, • Validate and document customer’s Risk designation or mitigating factors in order to establish periodic EDD review schedule, • Independently performs reviews of various reports and transaction data and analyses complex activity to determine if transactions are suspicious in nature, • Perform quality control reviews of various AML/BSA/Fraud functions, including but not limited to case investigations, Suspicious Activity Reports (SARs), BSA/Fraud alerts, customer risk reviews, Currency Transactions Reporting (CTR), to determine if the review and research were conducted in accordance with quality standards and time frames set forth within established procedures, policies, and regulatory requirements, • Evaluates and adjusts scoring of AML software to provide the most value to the BSA/Fraud program in accordance with established risk tolerance, • Assist in transaction testing, data validation, and ongoing customization of the AML software, • Proactively monitor, measure, analyze, execute, track and report on data quality issues, • Perform root cause analysis of identified data quality issues, tracing data upstream and providing solutions, • Suspicious Activity Response – Investigate escalated alerts of potential suspicious activity produced or referred by other areas of the bank and determine appropriate course of action. Exercise solid judgment on examining information, and document suspicious activity, behaviors and/or patterns, • Watch List Response – Ensure Watch List information is properly maintained and updated, review and respond to concerns about OFAC, SDN or other Watch List alerts and take mandated action as necessary, • Disseminate information, answer questions, and be a subject matter expert on BSA/AML/OFAC/Fraud related issues, • Fraud Program Response – This role may directly support the Bank’s Fraud Program, including day to day responsibilities, alert/case investigations and Financial Elder Abuse reporting, • Contributes to the development and implementation of Fraud Risk processes, tools, policies, standards, and procedures in alignment with the BSA/AML Program, • Keep abreast of Fraud, BSA and AML related regulations for changing compliance and recommend business process improvements, • Mentor and work with other less experienced staff in developing additional assets within the team, • Review and analyze new and pending laws and regulations. Develop or revise appropriate policies, procedures, and disclosure agreements to ensure compliance, • Assist with regulatory examinations and audits, including gathering requested information, developing, and coordinating responses to such reviews as necessary, • Assists in ad-hoc special projects as necessary, • Attend various seminars, webinars, and other outside compliance training, • Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed, • Other duties as assigned Supervisory Responsibilities: This job has no supervisory responsibilities. Qualifications: • Advanced understanding of banking and fraud threats posed by money laundering activities, • Combination of training and experience that would provide the knowledge and abilities listed above including specific knowledge of State and Federal laws and regulations pertaining to financial institutions (i.e., BSA, AML, OFAC, USA Patriot Act), • Minimum of 5 years BSA and Fraud experience. Experience in depository financial institution processes and procedures or similar experience is preferred, • Solid understanding of banking and fraud threats posed by Money Laundering activities, • Have a strategic and entrepreneurial mindset with an ability to identify emerging compliance trends and risks, ensuring we stay ahead of the curve, • Excellent verbal and written communication skills, with the ability to break down complex requirements into easy to understand and practical systems, • Proficiency with computer programs including fraud identification and AML software, • Organize workflow efficiently, self-direct personal training needs and utilize available resources, • Perform financial analysis, draw logical conclusions, and make recommendations when needed, • Sound analytical, evaluation, communication, and interpersonal skills, • Ability to distinguish and manage confidential information, materials, and conversations, • Establish and maintain effective working relationships with employees from other departments, • Ability to work scheduled full-time hours and maintain regular attendance, • Ability to multi-task in a fast-paced environment BSA and Compliance Responsibilities – in addition to those indicated above: • Comply with all requirements, policies, and procedures of the Bank Secrecy Act (BSA) and complete all mandatory BSA training as needed for this position, • Report to the BSA Officer any money laundering, fraud, and other suspicious activity, • Comply with all requirements, policies and procedures outlined in the Bank’s BSA/CIP/OFAC Policy, • Complete all required compliance and regulatory training, not limited to BSA, as needed for this position

About Accessity Accessity’s mission is to open doors of financial opportunity for entrepreneurs who have historically had less access to capital and business support, including entrepreneurs of color, women, immigrants, and low- to moderate-income business owners. Through access to capital, technical assistance, and long-term support, we help entrepreneurs build sustainable businesses that support their families and strengthen our communities through job creation and retention. Headquartered in San Diego, Accessity is a certified Community Development Financial Institution (CDFI) serving Southern California, including San Diego, Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara and Imperial Counties. We provide small business loans of up to $250,000 and connect entrepreneurs to a strong ecosystem of support. Learn more at . Position Overview We are seeking a Financial Analyst to support financial reporting, grant tracking, and data integrity across the organization. This role is critical to ensuring accurate financial statements, reliable grant reporting, and consistency across systems. The analyst will work cross-functionally with Finance, Development, and Lending teams to support reporting, compliance, and process improvements. This is a hands-on role focused on execution, accuracy, and improving reporting workflows over time. Key Responsibilities 1. Financial Reporting & Analysis • Prepare monthly financial reports and support variance analysis (budget vs. actual), • Create board, management, and audit-ready reporting packages, • Analyze key revenue streams including lending income, grants, and contributions, • Support month-end close processes and reporting timelines 2. Grant Tracking & Reporting • Track grant activity including budgets, expenditures, and remaining balances, • Develop financial reports for funders and grant compliance requirements, • Work with Development and Finance to ensure proper allocation of expenses to grants, • Maintain grant tracking schedules and supporting documentation, • Assist in monitoring restricted vs. unrestricted funding and release of restrictions, • Drive consistency between grant reports and financial statements 3. Data Management & Reporting Support • Maintain and update recurring reporting files and templates, • Compile and validate data from multiple systems, • Ensure consistency and accuracy across reports, • Support ad hoc data and reporting requests (24–48 hour turnaround) 4. Reconciliation & Data Integrity • Assist in reconciling data across systems (e.g., accounting vs. lending platform), • Identify and resolve discrepancies in financial and grant reporting, • Support documentation of reporting logic, assumptions, and processes 5. Process Improvement • Identify opportunities to reduce manual work in reporting workflows, • Improve Excel models and reporting templates for efficiency and accuracy, • Support transition toward more automated and scalable reporting processes 6. Cross-Functional Support • Partner with Accounting/Finance, Development, and Lending teams to gather and validate data, • Help ensure alignment between financial reporting and programmatic data Qualifications: • Bachelor’s degree in finance, accounting, economics, data analytics, information systems, or related field., • Strong Excel skills including advanced formulas, VBA and data analysis., • Experience working with financial or operational reporting environments preferred., • Familiarity with financial systems, reporting tools, or automation tools preferred., • Strong analytical and problem-solving skills., • Detail oriented with strong organizational abilities. Compensation & Benefits Salary Range: $70,000 – $75,000 annually (Exempt). Compensation based on experience and qualifications. Discretionary annual lump-sum bonus has been fully funded for the past 5 years. Accessity offers a supportive and inclusive work environment with a competitive benefits package, including: • Medical, Dental, Vision, Chiropractic, and Acupuncture coverage, • Employee Assistance Program (EAP) and support hotline, • Aflac supplemental insurance, • 403(b) retirement plan with employer match, • 12 paid holidays, • Paid Time Off (PTO) and sick leave, • One paid birthday and one paid volunteer day annually, • Term life and disability insurance, • Company-paid training and professional development, • Internet stipend Work Environment This is a full-time position based in Accessity’s Southern California service area. Accessity operates in a hybrid work environment, combining in-office and remote work. Physical Demands The physical demands described are representative of those required to successfully perform the essential functions of the role. Reasonable accommodations may be made for individuals with disabilities. This role requires the ability to sit, stand, walk, use hands and fingers for repetitive tasks, reach, communicate verbally, and occasionally lift to 25 pounds. Visual acuity for close and distance work is required. Equal Opportunity Employer Accessity is proud to be an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Employment decisions are based on merit and business needs. We do not discriminate based on race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status. To Apply: Please email your cover letter and resume to . Due to the high number of applicants for this position, we will only be able to contact those we would like to interview.

Position: OPD Product Manager Analyst Location: Cupertino, California Duration: Contract - 12 Months Job ID: 170868 Job Overview: We are seeking a highly motivated and detail-oriented OPD Product Manager Analyst to join our team. The ideal candidate will play a critical role in managing product development processes, analyzing data, and ensuring the successful delivery of projects. This position requires strong analytical skills, excellent communication abilities, and a passion for driving product success. Responsibilities: • Collaborate with cross-functional teams to define product requirements and objectives., • Analyze market trends and customer feedback to inform product development strategies., • Monitor project timelines and ensure deliverables are met on schedule., • Prepare detailed reports and presentations for stakeholders., • Identify and mitigate risks associated with product development., • Bachelor’s degree in Business, Engineering, or a related field., • Proven experience in product management or a similar role., • Strong analytical and problem-solving skills., • Excellent verbal and written communication skills., • Ability to work collaboratively in a fast-paced environment., • Proficiency in project management tools and software. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: • Pay any fee to be considered for, submitted to, or selected for any opportunity., • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at

JRN#2288 The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities: Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Lead internal initiatives to evaluate and improve operational processes, driving efficiency and enhancing client service. Reporting • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Deliver timely and accurate performance reports to clients. Billing • Oversee the reconciliation of investment advisory fees and ensure accurate billing. o Provide timely and accurate quarterly invoices to clients., • Investment Analytics Software Superuser (i.e., Morningstar Direct), • Collaborate with the Investment Committee and other teams to utilize investment data analytics to support and improve how we monitor investments, evaluate new ideas, research fund offerings, assist with client information requests and other ad hoc projects. Head Trader • Trade execution and overall trade process oversight: Lead daily trade execution across various asset classes, ensuring adherence to client investment strategies., • Portfolio Management Analytics, • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc)., • Recommend actions to rebalance portfolios when given parameters from CIO., • Investment Department Analytics: track, analyze, and report on key department metrics. Requirements: • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Our client is a prestigious, independent financial services firm based in the Newport Beach/Irvine, CA area. In business over 49 years, it is a boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion. They specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans. Pay: $105,000 - $115,000 per year + • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

About Us: Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. For over 45 years we have successfully built our private boutique firm, owning the mantle of “stewardship” as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks, and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun…Come join us! Opportunity The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Oversee the reconciliation of investment advisory fees and ensure accurate billing., • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc). Requirements • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Compensation • Base Salary: For CA based positions, the base salary range is $90,000 - $100,000. The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience and qualifications., • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

This position will lead in the development of Decision Support reporting solutions at Regal Medical Group in order to support the Executive Management Team’s business objectives. 1. Departmental Management: a. Provides leadership, vision and management to Decision Support Department b. Oversees SSRS report creation, reviewing, evaluating and approving reporting c. Manages the Tableau developers, reviewing, evaluating and approving dashboards d. Technical lead for SQL developers, reviewing, evaluating and approving code e. Is the subject matter expert on healthcare industry concepts such such as Star, HCC, HEDIS. f. Supervises the development of managed care KPIs such as readmission rates, beddays / 1000, PMPM cost analysis. g. Holds ongoing departmental meetings to review reporting accuracy and quality, promote team building and promote the growth of staff skills h. Provides day to day supervision, conduct performance appraisals and delegate work assignments for all Decision Support personnel i. Assists in recruiting, hiring and providing appropriate training for Decision Support staff 2. Is an advocate for Business Intelligence, bringing improvements to business processes through the increased availability of business intelligence, 3. Looks for opportunities to introduce reporting technology and automation to manual processes, in order to improve data collection, provide for increased accuracy and productivity, as well as increased access to information., 4. Provides value-added business analysis on complex healthcare business issues, providing recommendations and areas for improvement to management., 5. Assesses new reporting technologies and the feasibility of system enhancements to determine the potential value for Regal Medical Group, 6. Identifies emerging information technologies to be assimilated, integrated and introduced to Regal Medical Group., 7. Maintains the integrity and continual operation of reporting platforms, ensuring that data is accurately and timely replicated to reporting environments, 8. Ensures the continual functioning of mission critical, real-time management reports, 9. Ensures that HIPAA is not violated through the by the inappropriate release of information. Education and/or Experience: • 5+ years progressive experience in healthcare data analytics as an analyst / programmer / manager, etc. in Decision Support / Informatics, • In-depth knowledge of Health Care industry data analytics and performance metrics, such as Star, HCC, HEDIS., • Strong background in developing reports in Visual Studio SQL Server reporting services report, • Expert level SQL server coding skills, • Knowledge of Relational Database concepts and Data warehouse implementations, • A bachelor’s degree from a four-year college in computer science, Information Systems, or related field, • Strong analytical and logical problem solving skills, • Strong interpersonal communication and relational skills, good organization and project management skills; sound judgment; initiate; flexibility; detail-oriented, • Self-managed and motivated, results driven, • Documented working experience and expertise with MS-SQL, Crystal Reports, EZCAP, Microsoft Access, Microsoft Excel, VBA, SSRS, SSIS, Microsoft Access and Microsoft Excel. The pay range for this position at commencement of employment is expected to be between $150k and $200k/year depending on experience; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, licensure, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. As one of the fastest growing Independent Physician Associations in Southern California, Regal Medical Group, Lakeside Community Healthcare & Affiliated Doctors of Orange County, offers a fast-paced, exciting, welcoming and supportive work environment. Opportunities abound, and enterprising, capable, focused people prosper with us. We promote teamwork, nurture learning, and encourage advancement for all of our employees. We want to see you excel, because we believe that your success is our success. Full Time Position Benefits: The success of any company depends on its employees. For us, employee satisfaction is crucial not only to the well-being of our organization, but also to the health and wellness of our members. As such, we are firmly dedicated to providing our employees the options and resources necessary for building security and maintaining a healthy balance between work and life. Our dedication to our staff is evident in our comprehensive benefits package. We offer a very generous mixture of benefits, including many employer-paid options. Health and Wellness: • Employer-paid comprehensive medical, pharmacy, and dental for employees, • Vision insurance, • Zero co-payments for employed physician office visits, • Flexible Spending Account (FSA), • Employer-Paid Life Insurance, • Employee Assistance Program (EAP), • 401k Retirement Savings Plan, • Vacation Time, • Company celebrations, • Employee Assistance Program, • Employee Referral Bonus, • Tuition Reimbursement, • License Renewal CEU Cost Reimbursement Program, • Business-casual working environment, • Sick days, • Paid holidays, • Mileage Employer will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the LA City Fair Chance Initiative for Hiring Ordinance.

Accounting Analyst Location: Merced, CA Department: Finance Employment Type: Full-Time Salary Range: $75,000 - $85,000 per year (commensurate with experience) Reports To: Senior Finance Manager Job SummaryWe are seeking a detail-oriented and analytical Accounting Analyst to join our finance team in Merced, CA. The ideal candidate will support financial operations by analyzing accounting data, preparing reports, and ensuring compliance with regulatory standards. This role is perfect for someone with strong analytical skills who thrives in a dynamic environment, contributing to the financial health and strategic decision-making of the organization.Key Responsibilities • Analyze financial statements, budgets, and forecasts to identify trends, variances, and opportunities for cost savings., • Prepare monthly, quarterly, and annual financial reports, including balance sheets, income statements, and cash flow analyses., • Assist in the preparation of tax returns, audits, and compliance with local, state, and federal regulations (e.g., GAAP and IRS guidelines)., • Reconcile accounts, including bank statements, general ledger entries, and intercompany transactions., • Develop and maintain financial models using tools like Excel or accounting software (e.g., QuickBooks, SAP)., • Collaborate with cross-functional teams to provide financial insights for business decisions, such as pricing strategies or investment evaluations., • Monitor and report on key performance indicators (KPIs) related to financial operations., • Support internal audits and implement process improvements to enhance accuracy and efficiency., • Handle ad-hoc financial analysis and special projects as assigned by management. Qualifications, • Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA certification is a plus., • 2-5 years of experience in accounting or financial analysis, preferably in a corporate or public accounting setting., • Proficiency in Microsoft Excel (advanced functions, pivot tables, VLOOKUP) and familiarity with accounting software., • Strong understanding of accounting principles, financial reporting, and budgeting., • Excellent analytical, problem-solving, and communication skills., • Ability to work independently and as part of a team in a fast-paced environment., • Knowledge of California-specific tax and labor laws is advantageous., • Must be authorized to work in the US without sponsorship. Preferred Skills, • Experience with data visualization tools like Tableau or Power BI., • Familiarity with ERP systems., • Bilingual in English and Spanish is a plus, given the diverse community in Merced. Benefits, • Competitive salary and performance-based bonuses., • Comprehensive health, dental, and vision insurance., • 401(k) retirement plan with employer match., • Paid time off, including holidays and vacation., • Professional development opportunities and tuition reimbursement., • Flexible work arrangements, including hybrid options.

Overview A private investment firm is seeking a highly motivated Private Equity Associate to join its Technology investing team. The role will focus on the technical execution and analysis of private equity investments in technology-driven businesses. The Associate will be a core member of lean deal teams, supporting the investment lifecycle from initial screening through portfolio monitoring. Key Responsibilities: • Financial Engineering: Build, maintain, and sensitize complex three-statement financial models, LBO models, and returns analyses (IRR/MOIC)., • Deal Execution: Support all aspects of the transaction process, including coordinating third-party diligence providers (legal, tax, commercial) and organizing data rooms., • Investment Analysis: Conduct deep-dive fundamental research on sub-sectors within technology (SaaS, Fintech, etc.) to identify and screen potential targets., • Reporting & Memoranda: Draft high-quality investment committee memos and presentations that clearly articulate investment theses and risk-mitigation strategies., • Portfolio Support: Assist in the ongoing monitoring of portfolio company performance, including preparing quarterly valuation materials and tracking key KPIs., • Market Mapping: Maintain a proactive "pulse" on the tech landscape to support senior professionals in sourcing and thematic research. Qualifications: • 2–3 years of experience (typically finishing a 2-year Analyst program) in Investment Banking, Growth Equity, or a top-tier Consulting firm., • Technical Mastery: Advanced Excel skills with a proven ability to build "from scratch" LBO and operating models., • Sector Interest: A demonstrated passion for technology-enabled businesses and an understanding of tech-specific metrics (e.g., CAC/LTV, Churn, ARR growth)., • Academic Excellence: Bachelor’s degree from a top-tier university with a strong GPA in Finance, Economics, or a quantitative field., • Process Management: Strong organizational skills with the ability to manage multiple workstreams under tight deal timelines.

Who are we? Whatfix is an AI platform advancing the “userization” of enterprise applications, empowering companies to maximize the ROI of their digital investments. Technology needs adoption. It’s no different for AI. As AI reshapes roles, workflows, and human-machine interactions, it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around. At the heart of userization philosophy is ScreenSense, our proprietary AI engine, which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals, Whatfix delivers real-time guidance, nudges, knowledge, and automation directly in the flow of work. This intelligence powers our entire product suite. • Digital Adoption helps users get productive faster., • Product Analytics uncovers friction and closes adoption gaps., • Mirror allows employees to train in safe, simulated environments. These are embedded with Whatfix AI Agents which supercharge creation, insights, and user guidance. Our upcoming AI-first products are already creating a buzz in the market. • Seek is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf., • Whatfix Mirror 2.0 is the world’s only System plus Role simulation with a complete assessment to lead the Gen AI simulation category. Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers. Whatfix is bridging the gap between rapid technological change and human enablement—ensuring AI is not only embedded but also usable, trusted, and outcome-driven for every employee. At Whatfix, we’re not just making software easier—we’re making AI work for people. The company has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries. Customers: 700+ enterprise customers, including 80+ Fortune 500 companies such as Shell, Schneider Electric, and UPS Supply Chain Solutions. Investors: A total of ~$270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus, with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer, Peak XV Partners, and Stellaris Venture Partners. Whatfix’s leadership is consistently recognized across top industry analysts and business rankings: • Won the 2025 ___ for the Overall AI-based Analytics Solution of the Year, • Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group., • With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards., • Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively., • We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%, • ___ Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees., • Winner of the ___Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category., • ___ winner for “Software Asset Management Solution of the Year” These recognitions are matched by business performance: • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fifth Consecutive Year, • Listed on the Financial Times & Statista's High-Growth Companies Asia-Pacific 2025 list., • Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023, • Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal Are you a seasoned sales hunter with a track record of landing and expanding enterprise deals? Do you thrive on cracking complex sales cycles and delivering game-changing solutions? Join Whatfix, a leading data-driven digital adoption platform, and help organizations maximize the ROI of their software. At Whatfix, we live by the motto “Hustle Mode ON.” As an Enterprise Account Executive, you’ll sell directly to Fortune 500 companies across North America and drive our growth. The Opportunity • Consult with enterprise prospects to understand needs and architect Whatfix’s value proposition, • Drive engagement, quantify ROI, and ensure customer success, • Build brand awareness and generate a robust sales pipeline, • Sell a category-leading solution in a vast market, • Work closely with our Co-Founder and CRO for 1:1 mentorship and collaboration Culture for Sales Experts • Entrepreneurial, collaborative San Jose office with access to founders, • Partner with sales development, solutions consulting, marketing, and product teams, • Continuous learning and development opportunities, • Leverage our employee value proposition (full perks below) What You’ll Bring • 3+ years SaaS enterprise sales experience with proven hunting, negotiating, and closing skills (ARR $50K–$500K+), • Strong executive presence with C-suite relationship experience, • Experience selling to CRM, HR, L&D, Procurement, and IT stakeholders, • Detail-oriented, proactive, and CRM-savvy, • Intellectual curiosity, energy, charisma, and customer-centric mindset, • Willingness to travel 50%+ Perks & Benefits • Uncapped incentives + equity plan, • Mac shop—work with the latest tech, • Unlimited PTO + paid maternity leave, • Medical, Dental, Vision: Whatfix covers 80% of premiums, • HSA: $1,000 individual / $2,000 family, • Monthly cell phone stipend + daily UberEats lunches, • Learning & Development benefits, team/company outings, • Relocation and sponsorship available We believe the best ideas come from collaboration. Our teams work in-office five days a week to spark innovation, build community, and stay connected. U.S. teams start their days early to stay aligned across time zones, keeping collaboration high and evenings free! We recognize the importance of flexibility in balancing personal and professional priorities. To support this, employees have the option to work from home up to two days each month. Cultural Principles: Customer First | Empathy | Transparency | Fail Fast & Scale Fast | No Hierarchies | Deep Dive & Innovate | Trust as the Foundation | Do It as You Own It Whatfix is an Equal Opportunity Employer and E-Verify participant, complying with all EEO and ADA regulations.

• Job Identification 116981, • Job Category Finance, • Posting Date 04/08/2026, 12:00 AM, • Locations 630 E Lambert Rd., Brea, CA, 92821, US (On-site), • Job Schedule Full time As a Senior Financial Analyst you'll be part of our Global Functions & Enablers team Key Responsibilities:'' ' Partner with Controllership and FP&A to develop the Annual Budget and monthly/Quarterly forecast for OCOS with inputs from operations and Other Stakeholders. ' Partner with Supply Chain and Controllership teams to forecast Working Capital (Inventory and AP) and provide weekly updates to Latest estimates by element. ' Tracking and reporting of Financial/Operations metrics - Labor Efficiency, Productivity, Cost of Poor Quality (CoPQ), Safety and OTIF (On Time In Fill). ' Developing dashboards & reporting metrics ' Collaborate with Controllership to identify proper labor requirements tied to financial performance. ' Reporting and tracking of labor count & cost. ' Support periodic reporting of OCOS and Working Capital by gathering drivers for variances and preparing reports for month-end and weekly cadences. ' Working with Operations teams to develop a Capex Budget and prioritize projects and track adherence to the budget monthly. ' Partner with cross functional teams including Operations, Supply Chain and FP&A to support processes and drive cost and Working Capital optimization for the business. Support the business with completing special projects and addressing ad-hoc requests. . , Basic Qualifications: ' Bachelor's degree required, preferably in Accounting, Finance or Economics ' Minimum of 4 years' experience in Finance or Accounting preferably in Manufacturing ' Knowledge of ERP systems - JDE, HFM ' Professional written and verbal communications and interpersonal skills ' Strong analytical skills. • Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position., • This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such items. Benefits/Salary:

About the Role The Independent Account Analyst Manager is responsible for overseeing the daily operations of the Independent Account Analyst team. This individual will communicate objectives, demonstrate the ability to set context, direction, and expectations. They will ensure excellent customer service is provided to Ariat retailers, sales representatives, internal and external customers alike. This individual will demonstrate a strong passion and motivation for exceptional customer service and look for opportunities to ‘surprise and delight’ customers. They will manage all aspects of order-book management for the Independent Account Analyst team. This individual needs to be able to train, lead broad-based cross-functional activities, analyze reports, and focus on efforts to improve service, performance, quality, and the efficiency of work processes. You'll Make a Difference by • Supervising and monitoring the daily operations of the Independent Account Analyst team to provide exceptional service to customers, the sales team, and internal customers alike, • Serving as primary backup to the Director, Independent Accounts, • Monitoring employee productivity and providing constructive feedback and coaching as needed via weekly one-on-one meetings, mid-year, and annual performance reviews, • Achieving department and team goals to support companywide goals, • Ensuring your team understands the business strategy and how their work contributes to its success, • Ensuring seamless execution of order book management that will help achieve maximum results across all channels, including overseeing bulk-order management activities, EDI management, analyzing data, monitoring KPI’s and weekly reporting, • Guiding and leading the implementation of new processes, • Collaborating with cross-functional teams to ensure company goals and directives are met, • Investigating and handling escalated issues and complaints; providing appropriate solutions and alternatives within time limits and following up to ensure resolution. Going the extra mile to engage all customers, • Serving as a liaison between team members and upper management to compile data, feedback, and assessments to assist in short and long-term strategic planning for the department, • Hiring and training new employees, • Assisting with other responsibilities based on business needs About You • Strong leadership skills, including the ability to lead and motivate a team, build relationships, demonstrate critical thinking, and make decisions within a fast-paced work environment, • Intermediate to Advanced level computer skills with MS Office Word & Excel (pivots; v lookup; formulas), • Strong analytical skills required to determine possible issues, interpret data, and identify solutions, • Advanced knowledge of SAP preferred, • Broad understanding of order to cash flow and processes, • Able to solve customer problems, make decisions, and take calculated risks to meet expectations in a manner consistent with company goals and policies. Raise issues that may affect cross-functional departments, • 10+ years of customer service in a high-volume environment and preferably in footwear or apparel, outdoor channel, or manufacturing environment, • Exceptional written, oral, and face-to-face communication skills, • Detail-oriented with outstanding follow-through, • Fast acting and capable of adapting quickly to change, and proactively and constructively identify the need for organizational change, • Desire and ability to contribute to and enhance Ariat’s unique culture, philosophy, and core values. Team-oriented and holds confidences About Ariat Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style. The salary range for this position is $90,000 - $110,000 per year. The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future. Ariat’s holistic benefits package for full-time team members includes (but is not limited to): • Medical, dental, vision, and life insurance options, • Expanded wellness and mental health benefits, • Paid time off (PTO), paid holidays, and paid volunteer days, • 401(k) with company match, • Bonus incentive plans, • Team member discount on Ariat merchandise Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice. Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email . Please see our Employment Candidate Privacy Policy at to learn more about how we collect, use, retain and disclose Personal Information. Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.

LHH Technology is seeking an experienced Workday Systems Analyst to join our client's team in a full-time role located in sunny San Diego, CA. This role requires an experienced Workday Business Analyst with a strong finance and accounting background to support, configure, and optimize Workday Financials. The position focuses on understanding and maintaining the end‑to‑end Workday finance and accounting setup, including Financial Accounting, Accounts Payable and Receivable, Banking, Procurement, and Projects. Responsibilities include performing Workday administrative functions such as business process, tenant, and security configuration; monitoring and troubleshooting integrations and finance-related business processes; leading Workday release planning and impact analysis; and coordinating configuration, testing, and deployment activities. The role partners closely with finance and accounting stakeholders to gather and document requirements, maintain design workbooks, recommend process improvements, and ensure scalable, low‑customization solutions aligned with organizational standards. Additional responsibilities include designing and testing simple integrations using Workday tools, supporting data conversion efforts, owning cutover activities for go‑lives, building regression and acceptance test scenarios, and creating and maintaining standard and ad‑hoc reports and dashboards to support business needs. Salary & Benefits: • Salary Range: $80k to $110k, • Retirement Plan with Employer Match, • Paid Time Off, Extended Sick Leave and Paid Holidays, • Medical/Dental/Vision/FSA/Life Insurance, • Employee Discounts and Wellness Programs Qualifications: • Required: 3+ years of experience as a Business Analyst working on Workday ERP Elevation, Integrations or Implementations. Key Workday module experience with: Financial Accounting, Accounts Receivable, Accounts Payable, Banking, Procurement and Projects., • Required: 2+ years of experience as an accountant or financial professional prior to specializing in Workday ERP software as a Functional (not technical) professional., • An Accounting Degree would substitute for experience working as an accounting professional in accounting., • Required: Experience performing Workday administrative functions including business process and tenant configuration. Monitor and troubleshoot integrations and BPs supporting finance processes, determine root cause, and implement solutions., • Very Nice To Have: Experience with security and how to best leverage Workday to automate processes., • Very Nice To Have: Experience building regression and acceptance test scenarios working closely with business process owners., • Very Nice To Have: Experience evaluating, communicating, and coordinating the technical impacts of Workday configuration decisions., • Very Nice To Have: Experience Design, configure, and test simple integrations between Workday and external systems using Enterprise Integration Builder (EIB) and other Workday tools. Support data conversion efforts for acquisitions as needed., • Very Nice To Have: Experience architecting system configuration, leading testing, and implementation., • Very Nice To Have: Ability to work through complex issues and challenges and present business stakeholders with clear options for solutioning. Responsibilities: • Monitor the system for problems and identify and implement corrective and preventive measures., • Understand the overall finance/accounting setup of Workday, including overall functional usage of Workday., • Perform Workday administrative functions including business process and tenant configuration. Monitor and troubleshoot integrations and BPs supporting finance processes, determine root cause, and implement solutions., • Understand Workday security including adjusting domains and security groups. Maintain the roles (for all business functional areas) related to security groups; this includes working with functional areas to assign and change roles depending on job function., • Lead the Workday release preparation, including monitoring Workday Community for new release functionality. Coordinating with impacted business units to make required configuration/ content / reporting / integration changes., • Analyze and manage Workday releases, assess impacts including architecting, configuring, prototyping, testing, and deploying updates., • Leverage business knowledge and expertise to identify and recommend opportunities for process improvements, advise stakeholders on options, risks, and any impacts on other processes or systems., • Coordinate with finance and accounting team to understand and document business requirements and use cases, design, and configure Workday. Maintain design workbooks., • Ensure that recommendations from implementation partner fit Sees standards of minimum customization, maximum scalability., • Evaluate, communicate, and coordinate the technical impacts of Workday configuration decisions., • Build regression and acceptance test scenarios working closely with business process owners., • Responsible for owning and updating the cutover activities for project go live., • Design, configure, and test simple integrations between Workday and external systems using Enterprise Integration Builder (EIB) and other Workday tools. Support data conversion efforts for acquisitions as needed., • Report Writer & Owner: Create, maintain, and process standard and custom ad-hoc reports and dashboards, to meet business needs. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

About the Role The Customer Support Analyst will provide excellent customer service to Ariat retailers, sales representatives, internal and external customers. You will support and communicate with sales representatives, retailers and internal customers by completing various tasks such as supporting retail accounts, order entry and order book management, maintenance, tracking and having a depth knowledge of product and order statuses. Candidates will be responsible for running daily reports and analyzing the data to ensure order book is up-to-date and product is strategically shipped to retailers. You will support coworkers on an as needed basis and meet all company and department initiatives. You’ll Make a Difference By • Providing courteous and professional service to internal and external customers, • Serving as the primary contact for dealers and sales reps in assigned territory(s), including building relationships and managing any issues that may arise, • Ensuring orders are entered accurately and confirmed in a timely manner for assigned accounts, • Responding promptly to a high volume of calls, voicemails and emails daily, • Verifying daily price and auditing of EDI and open orders, • Quickly resolving order discrepancies, • Acting as a liaison between customers, field sales and other departments as required to meet account goals and directives, • Collaborating with Allocation Specialist and Distribution team to ensure orders are filled and shipped in a timely manner, • Resolving a diverse range of issues including general questions and problems involving pricing, product usage and care, product availability, inventory, transportation, order book management and product delivery, • Providing 800# and B2B support including inbound calls/emails regarding orders, order changes, return authorizations and warranty coverage, • Providing support in a specific area of focus, i.e. Key accounts, EDI, new hire training, front desk coverage or any other operational support function when needed, • Assisting with other responsibilities based on business needs About You • Intermediate to Advanced level computer skills with MS Office Word & Excel (pivots; vlookup; formulas), • Strong analytical skills required to determine possible issues, interpret data and identify solutions, • Experience with order processing and management, product allocation in an EDI system, • Knowledge of SAP or similar order entry systems, • Understanding and appreciation of order to cash cycle, • Experience with EDI customers preferred, • Ability to prioritize work, handle multiple tasks and work independently of supervision, • Detail orientated with outstanding follow-through, • Able to solve customer problems, make decisions and take calculated risks in order to meet partner expectations in a manner consistent with company goals and policies. Raise issues to supervisor that may affect cross functional departments, • 2-3 years customer service in a high-volume environment and preferably in a footwear, apparel, outdoor equipment or manufacturing environment, • Exceptional written, oral and face-to-face communication skills, • Enthusiastic, friendly and outgoing with the ability to develop strong working relationships with internal and external customers, • Fast acting and capable of adapting quickly to change, • Desire and ability to contribute to and enhance Ariat’s unique culture, philosophy and core values, • Team oriented and holds confidences, • Rely on experience and judgment to plan and accomplish goals with ability to perform a variety of tasks About Ariat Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style. The hourly range for this position is $31.25–$33.65 per hour. The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future. Ariat’s holistic benefits package for full-time team members includes (but is not limited to): • Medical, dental, vision, and life insurance options, • Expanded wellness and mental health benefits, • Paid time off (PTO), paid holidays, and paid volunteer days, • 401(k) with company match, • Bonus incentive plans, • Team member discount on Ariat merchandise Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice. Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email . Please see our Employment Candidate Privacy Policy at to learn more about how we collect, use, retain and disclose Personal Information. Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.

About the Role At Ariat, we are seeking an energetic, collaborative, and forward-thinking Sr. Analyst of Strategy to support the development and execution of our go-to-market strategy. The role will report to the Sr. Director of Strategy, and work closely with the Strategy team and cross-functional partners across the broader organization. Through rigorous analyses, focus on our customers, structured problem-solving, and strong execution, the Sr. Analyst of Strategy contributes to the overall strategic direction for Ariat. This person will execute high-quality analyses and workstreams that support the prioritization and implementation of near-term initiatives, and provide analytical support in identifying and assessing longer-term growth opportunities across our Retail, eCommerce, Wholesale, and International business segments. Ariat currently has a hybrid schedule, and this role will be working in our San Leandro, CA office a minimum of three days per week. You'll Make a Difference By • Supporting the development and execution of Ariat's overall strategy by delivering rigorous analyses and well-structured workstreams that translate strategy into specific initiatives and transformation efforts driving profitable growth, • Conducting market and competitive intelligence research to understand current trends and industry dynamics – and synthesizing findings into clear insights about what they mean for Ariat, both short- and long-term, • Performing detailed evaluation of new business opportunities, including market potential, brand/customer fit, competitive positioning, capability requirements, and business cases, • Collaborating with cross-functional teams to provide clear insights and strategies for key growth initiatives in their respective areas, and how these "ladder up" to Ariat's overall strategy, • Contributing to the assessment of growth and capability investments (e.g., Artificial Intelligence), including use case prioritization, business impact, and change management required, • Partnering with consumer insights and analytics teams to embed "voice of the consumer" into our strategies – with a clear articulation of the "so-what", • Analyzing underlying drivers of business performance and opportunities for improvement (e.g., sales trends, consumer loyalty, channel growth, etc.) — and developing fact-based recommendations, • Building clear and compelling materials that effectively communicate strategic analyses to the Strategy team, senior stakeholders, and the broader organization, • Supporting day-to-day project execution, and contributing to the development of more junior team members over time, • Assisting with other responsibilities based on business needs About You • 4–7 years of work experience in strategy consulting or corporate strategy for wholesale and direct-to-consumer companies. Experience in the apparel and/or footwear industry a plus, • Bachelor's degree required, • Experience contributing to high-performing teams and a desire to grow into a team leadership role, • Entrepreneurial mindset, with a track record of taking ownership of projects and driving them to completion within a growth and transformation environment, • Demonstrated track record as an outstanding problem solver and strategic thinker with the ability to structure ambiguous problems, identify key issues, and develop well-supported hypotheses, • Ability to translate complex ideas and dispersed information into simple, actionable recommendations, • Strong analytical and financial modeling skills, with high attention to accuracy and the ability to independently execute complex analyses, • Strong organizational skills, including project planning, time management, and attention to detail, • Strong business acumen related to consumer-facing businesses and the ability to assess the impact of decisions on overall business performance, • Strong written and oral communication with the ability to distill complex analyses into clear, executive-ready outputs, • Strong ability and willingness to collaborate effectively as a true team player, • Demonstrated interest in retail and apparel/footwear About Ariat Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style. The salary range for this position is $90,000 - $115,000 per year. The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future. Ariat’s holistic benefits package for full-time team members includes (but is not limited to): • Medical, dental, vision, and life insurance options, • Expanded wellness and mental health benefits, • Paid time off (PTO), paid holidays, and paid volunteer days, • 401(k) with company match, • Bonus incentive plans, • Team member discount on Ariat merchandise Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice. Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email . Please see our Employment Candidate Privacy Policy at to learn more about how we collect, use, retain and disclose Personal Information. Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.

Exciting EPIC Senior Systems Analyst opportunity with an established firm. Contract Duration: 12 Months Hybrid with Oakland, CA offices. Required Skills & Experience Job Title: Application Analyst - Epic Resolute Professional Billing & Claims and Remittance Role Description: Our client is seeking a skilled and experienced Application Analyst with expertise in Epic Resolute, and Claims and Remittance modules to join our dynamic team. This Epic Applications Analyst plays a critical role in the implementation and installation of Epic applications, module upgrades, new components, and modifications. This position is responsible for workflow configurations, go-live support, and ongoing client support. You are also responsible for configuring application settings and validating configurations. This position is an expert role in Epic Practice Management system products. As an Application Analyst, you will collaborate with cross-functional teams, analyze business processes, and implement solutions to enhance the efficiency and effectiveness of our Epic applications. The right candidate will need to have a solid understanding of revenue cycle management or experience with billing operations. Understanding of upstream and downstream data sources to be able to investigate the root causes of claims errors. Because most Epic applications ultimately contribute data to claims, the application coordinator should know where each piece of data on claims forms originates in Epic. Should know about setting up and testing paper and electronic claims and electronic remittances. Required Skills & Experience • Bachelors degree in information technology, Computer Science, or related field. Minimum of 5+ years of experience as an Application Analyst • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills., • Experience with healthcare information systems in a clinical setting is a plus., • Required certifications: Epic Resolute, • Leading, coordinating, and facilitating effective meeting, • Strong communication skills, • User focused design and data visualization skills, • Proficiency and demonstrated experience with analytics tools, • Familiarity with Epic applications • Understanding of system build, end-user workflows, and patterns of use What You Will Be Doing Epic Resolute Implementation: Lead the implementation and configuration of Epic Resolute, collaborating with stakeholders to understand billing and revenue cycle management requirements. Customize and optimize Resolute workflows to ensure accurate and efficient financial transactions. 2. Claims and Remittance Management: Oversee the Claims and Remittance processes within the Epic system, ensuring timely and accurate submission and processing of claims. Analyze and optimize workflows related to claims adjudication and remittance processing. 3. Integration and Interoperability: Collaborate with other IT teams to integrate Epic Resolute and Claims/Remittance modules with other healthcare information systems. Implement and test interfaces to enhance data exchange and interoperability, ensuring seamless connectivity with external payers and clearinghouses. 4. User Support and Training: Provide user support for Epic Resolute, Claims, and Remittance applications, addressing queries and issues related to billing and claims processing. Develop and deliver training programs for end-users to optimize the use of Epic applications for billing and claims management. 5. Continuous Improvement: Analyze system performance and user feedback to identify areas for improvement in Epic Resolute and Claims/Remittance functionalities. Proactively suggest and implement enhancements to streamline billing processes, reduce denials, and improve revenue cycle efficiency

Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities. Job Title: Financial Analyst Location: near West Hollywood Job Status (direct hire, consulting, consulting with possibility of hire) – This role is a direct hire role. Job Site Status (onsite/hybrid/remote) – Our client has an onsite work status. Compensation – Salary range is $70,000/year to $90,000/year. There is a bonus offered. RESPONSIBILITIES OF THE FINANCIAL ANALYST Financial Planning and Analysis (FP&A) – Budgeting and Forecasting • Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities., • Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights., • Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data., • Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets., • Gather data from diverse sources (ERP, POS, and other platforms), • Integrate data., • Analyze data using Business Intelligence (BI) tools., • Track performance metrics to measure business performance., • Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy., • Support financial system upgrades and automation initiatives to enhance reporting capabilities., • Ensure internal controls and compliance with financial policies and best practices., • Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE FINANCIAL ANALYST Required • Bachelor’s degree in accounting, finance, or a comparable major., • Bachelor’s degree from a well-respected college or university., • At least one (1) year of FP&A work experience., • MBA, • Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel., • Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE FINANCIAL ANALYST Required Technical • Expert-level MS Excel proficiency (pivot tables, financial modeling), • Executive presence., • Superb analytical and critical thinking skills., • Diligence and accuracy., • Impeccable communication skills. For further information, submit your resume to . All inquiries will be kept in the strictest confidence.

Overview: We are seeking a detail-oriented Financial Analyst to join our team. The ideal candidate excels at financial modeling, variance analysis, and providing actionable insights to drive business performance. Prior experience in the retail fashion and apparel sector is a strong plus. Key Responsibilities: • Design, build, and maintain complex financial models to support forecasting, budgeting, and long-term strategic planning., • Conduct variance analysis to monitor performance versus budget, identify key trends and drivers, and present findings to management., • Analyze revenue, cost, and inventory data, providing insight into retail operations and profitability., • Support monthly, quarterly, and annual closing processes, ensuring the integrity of results and compliance with company policies., • Partner with cross-functional teams—including merchandising, operations, and marketing—to provide financial analysis for decision support., • Prepare regular and ad hoc management reports and presentations, translating complex financial information into actionable recommendations., • Assist in financial due diligence, ROI analysis, and project evaluations., • Bachelor’s degree in Finance, Accounting, Economics, or related field; advanced degree or certification (e.g., CFA, CPA) preferred., • 1+ years of experience in financial analysis, modeling, and variance analysis., • Strong proficiency with Excel and financial modeling techniques; experience with ERP systems and BI tools is a plus., • Excellent analytical, problem-solving, and communication skills., • Prior experience in the retail fashion and apparel industry is a strong advantage.

About the Role The Senior Financial Reporting & Treasury Analyst is a hybrid role supporting both Financial Reporting and Treasury functions. We are seeking a highly motivated and detail-oriented individual to join our Ariat team. In this role, you will be responsible for consolidating monthly financial statements for multiple entities, handling intercompany reconciliations, monitoring cash flow, and supporting month-end close activities. This is a great opportunity to take on challenging and rewarding tasks in a fast-paced, deadline-driven environment. You'll Make a Difference By • Consolidating monthly financial statements for multiple entities, including managing intercompany eliminations., • Coordinating the monthly settlement and reconciliation of intercompany balances., • Reconciliation of general ledger accounts, performing variance analysis against budget and prior year performance., • Supporting month-end, quarter-end, and year-end close activities to ensure timely and accurate reporting., • Recording, maintaining, and reconciling company finance leases in compliance with ASC 842., • Participating in the financial audit process and preparing audit schedules., • Monitoring daily cash positions and managing movement of funds to meet daily operating needs, • Partnering with finance and accounting teams to create a routine cash forecasting process, including reviewing detailed variance analysis and explanations, • Bank account management including account openings, closures, maintenance, and administration of online banking systems, • Creating and maintaining bank master data for vendor payments in SAP, • Assisting the Accounting department with special projects and driving process improvements to enhance efficiency and accuracy., • Other duties as assigned. About You • Bachelor’s degree in Finance or Accounting., • CPA license is highly preferred., • 4-5 years of experience as an accountant, with at least 2 years of relevant experience in financial reporting., • Advanced proficiency in Microsoft Excel, including lookup and reference functions, if statements, and data importing. Knowledge of SAP is preferred, with experience in Adaptive being a plus., • Strong communication and analytical skills, with the ability to clearly explain financial data and trends., • Comfortable working in a fast-paced, deadline-driven environment while maintaining accuracy and attention to detail., • Exceptional organizational, prioritization, multitasking, and time management skills., • Positive attitude, professional demeanor, and a collaborative team player., • Ability to work independently and take initiative with minimal supervision. About Ariat Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style. The salary range for this position is $85,000 - $95,000 per year. The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future. Ariat’s holistic benefits package for full-time team members includes (but is not limited to): • Medical, dental, vision, and life insurance options, • Expanded wellness and mental health benefits, • Paid time off (PTO), paid holidays, and paid volunteer days, • 401(k) with company match, • Bonus incentive plans Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email . Please see our Employment Candidate Privacy Policy at to learn more about how we collect, use, retain and disclose Personal Information. Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.

Are you an experienced Operations Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Operations Analyst to work at their company in Walker, MI. Position Summary: Supporting Business Operations through Data Analysis and Process Management. The Operations Analyst will play a vital role in supporting our organization's business operations by leveraging data-driven insights, managing workloads, tracking key financial and operational metrics, and ensuring ongoing operational excellence. This position is ideal for a detail-oriented, proactive professional who thrives in a dynamic environment and is passionate about using data to drive business outcomes. Primary Responsibilities/Accountabilities: • Database Data Pulls: Extract, organize, and validate data from various databases to support reporting, analysis, and decision-making activities., • Workload Management: Assist in the allocation and prioritization of tasks and projects across teams, ensuring efficient resource utilization and timely completion of deliverables., • Financial and Metric Tracking: Monitor, analyze, and report on financial performance and key business metrics. Prepare regular dashboards and presentations to communicate findings to stakeholders., • Ongoing Operational Support: Provide day-to-day support for operational processes, identify areas for improvement, and collaborate with cross-functional teams to implement best practices. Qualifications: • Bachelor's degree in Business, Finance, Data Analytics, or a related field (or equivalent experience)., • Experience with database querying tools (e.g., SQL) and data visualization platforms is preferred., • Proficiency with Microsoft Power Suite (Power BI, Power Apps, Power Automate) as well as Microsoft Excel, PowerPoint, and other common business applications., • Strong analytical, problem-solving, and organizational skills., • Excellent communication skills and the ability to work collaboratively in a team environment.

Our client is looking is searching for an organized, detailed, and accuracy-oriented for a Finance Manager. Our client is a rapidly growing consumer products company that specializes in launching and scaling innovative brands across categories such as beauty, personal care, wellness, and lifestyle. The company partners with founders, retailers, and strategic stakeholders to develop products, build brand strategy, and drive growth through both digital and retail channels. Reporting into the Director Finance, the Finance Manager will be responsible for providing financial guidance across all BHG brands, assisting in monthly/annual forecasting and actual reporting, process improvement, and financial analyses across all departments in the business. Our ideal candidate has worked as an accountant on balance sheet and cash flow that has transitioned into Finance. RESPONSIBILITIES: • Support the monthly close process by providing monthly GL accruals, GL account review, consolidations, resource allocations, reporting, analysis and ad hoc responsibilities to ensure accurate and timely preparation of the Financial Statements., • Manage and prepare the monthly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational Dashboard reporting, analysis of key business trends, actual versus budget variances and comprehensive executive level explanations of differences which identify gaps and opportunities., • Prepare quarterly board deck materials, • Perform financial analyses including forecast modeling, trend analysis, sales projections, what-if scenarios for brand P&Ls, Balance Sheet and Cash Flows., • Prepare direct and indirect cash flows and work with finance, accounting and operational teams to understand significant variances., • Work with the finance team, brand managers, and departments to maintain rolling forecast process., • Work with accounting teams to understand implications of new accounting changes on the financial statements and implement those changes in the financial models and statements., • Assist with the development of KPIs for each brand for key P&L, Cash Flow and Balance Sheet activity., • Build the monthly balance sheet for each brand and review significant changes with financial management. Prepare balance sheet and assist in reviewing results with executive teams., • Identify risks/opportunities to the business by understanding actual results at retail partners and internal results across the Beach House Group brands., • Ad-hoc financial analyses and projects, • Maintain a high degree of accuracy for high-profile deliverables. Gather data from complex sources, reconcile data variances, and use data to support analyses., • Performs a thorough self-view of all deliverables to ensure accuracy of all numbers and information presented., • Implement and develop upload templates for NetSuite Planning & Budgeting forecasting tool Preferred Experience: • 5+ years of financial experience as an analyst in a corporate financial planning and analysis role with accounting experience preferred., • Strong process improvement skills., • Strong Microsoft Excel skills with advanced analytical and financial modeling skills, • Bachelor’s degree in finance, accounting, or equivalent work experience, • Experience with consumer products in both retail and e-commerce environments, • Excellent ability to collaborate, communicate, and work with others, • Deep knowledge of business and finance, • Experience with corporate debt and refinancing, • Ability to manage a fast work environment, respond well to pivots in the business, and maintain an accurate and detailed work product in such a space, • Expertise with ERP systems and reporting (NetSuite Planning & Budgeting experience is a plus) The position is currently remote. Over time, there may be an opportunity for the role to transition to a hybrid or onsite arrangement as the organization continues to expand.

A growing, industry-leading consumer brand is seeking a Senior FP&A Analyst to join its corporate finance team. This role will partner closely with leadership and play a key part in financial planning, performance analysis, and strategic decision support. What You’ll Do: • Support budgeting and forecasting processes, ensuring alignment with company goals, • Perform variance analysis, trend analysis, and cost-benefit evaluations, • Build financial models and deliver insights to senior leadership, • Maintain dashboards, KPIs, and performance tracking tools, • Partner cross-functionally to monitor costs and drive efficiency improvements, • Prepare financial reports for executive leadership and board-level presentations, • Assist with capital investment analysis and strategic initiatives, • Provide financial support for key projects, including product launches and expansion efforts What We’re Looking For: • 5+ years of FP&A or related finance experience, • Bachelor’s degree in Finance, Accounting, Economics, or similar field, • Strong financial modeling and analytical skill set, • Experience with planning tools (Adaptive, Workday, Anaplan, etc.) preferred, • Ability to translate data into actionable insights, • Strong communication skills with both finance and non-finance stakeholders, • High attention to detail and accuracy Why Join: • Competitive compensation, • Hybrid work environment, • Comprehensive benefits package (health, dental, vision, 401k, PTO), • Opportunity to partner with leadership and influence strategic decisions If you're looking to join a collaborative, fast-paced environment where your work directly impacts business performance, this could be a great next step.

Job DescriptionThe Financial Systems Analyst provides technical and analytical support in the preparation, evaluation, and management of organizational budgets. This role ensures that budget estimates are accurate, complete, and aligned with established regulations and objectives. Responsibilities include reviewing financial requests, performing cost-benefit analyses, evaluating program performance, and researching financial and economic trends that impact spending. The analyst also assists in developing budget policies and may conduct training on financial procedures. General Duties: • Provide advice and technical support for annual budget preparation., • Measure organizational performance and assess program or policy impacts on the budget., • Review budget estimates and proposals for completeness, accuracy, and compliance., • Conduct cost-benefit analyses to evaluate funding requests and tradeoffs., • Examine historical and current financial data to support forecasting., • Research financial and economic developments affecting organizational spending., • Develop policies and guidelines for budget formulation and maintenance., • Conduct training sessions on new or updated budget procedures., • Prepare written and oral reports presenting findings and recommendations. Salary: $85k year Required Education: • Bachelor's degree in business, finance, accounting, or a related field. Required Experience: • 3 years of experience in a related financial, accounting, or analytical field. Skills & Competencies: • Strong analytical and financial evaluation skills., • Proficiency with financial systems, spreadsheets, and related tools., • Ability to analyze complex financial data and prepare forecasts., • Strong written and verbal communication skills., • Ability to interpret and apply financial regulations and budget procedures., • Excellent attention to detail and organizational abilities. What Your Experience Working for Us Will Be Like Ask any of our employees and they will tell you SSI is a great place to work with an upbeat and positive culture. We take pride in our work to continuously improve on our performance in a manner that enhances the mission of the agencies we serve while expanding opportunities for our employees and our company. About Synectic Solutions, Inc. (SSI) Synectic Solutions, Inc. (SSI), is an award-winning, 20-year government contracting agency focused on the areas of logistics, engineering, management, and information technology. SSI is a growing organization committed to exceeding customer expectations, to continually improving all products, services, and processes, and to perform all work with the commitment to upholding the highest standards and ethics. Ready to apply? If this job sounds like a fit for you, then click on the ‘apply’ button below. Good luck! Powered by JazzHR oQg59kHrsf

Job DescriptionThe Management Analyst II provides mid-level analytical support to help the Government identify, assess, and improve organizational performance, operational processes, and decision-making. This role analyzes data, observes workflows, conducts interviews, and develops findings and recommendations. The position requires significant experience supporting U.S. Navy programs or operations and the ability to work independently with limited supervision. General Duties: • Collect, review, and analyze data to support recommendations., • Define the nature and scope of organizational or operational problems., • Evaluate data such as revenues, workforce utilization, expenditures, or performance metrics., • Interview managers and employees while observing daily operations., • Develop solutions using analytical, statistical, and mathematical models., • Understand organizational structure, internal culture, and Government relationships., • Prepare written reports and provide oral briefings of findings and recommendations., • Support implementation of approved recommendations when requested. Salary: $85k year Required Education: • Bachelor’s degree in a business or technical field. Required Experience: • 7 years of experience in engineering/science management, operations research analysis, or financial/cost analysis., • Significant experience in U.S. Navy programs or operations. Skills & Competencies: • Strong analytical, critical thinking, and problem-solving skills., • Ability to develop and interpret quantitative and analytical models., • Proficiency with Microsoft Excel and analytical tools., • Excellent written and verbal communication skills., • Ability to brief findings to Government stakeholders., • Understanding of organizational structures, workflows, and process evaluation., • Ability to work independently and collaboratively. What Your Experience Working for Us Will Be Like Ask any of our employees and they will tell you SSI is a great place to work with an upbeat and positive culture. We take pride in our work to continuously improve on our performance in a manner that enhances the mission of the agencies we serve while expanding opportunities for our employees and our company. About Synectic Solutions, Inc. (SSI) Synectic Solutions, Inc. (SSI), is an award-winning, 20-year government contracting agency focused on the areas of logistics, engineering, management, and information technology. SSI is a growing organization committed to exceeding customer expectations, to continually improving all products, services, and processes, and to perform all work with the commitment to upholding the highest standards and ethics. Ready to apply? If this job sounds like a fit for you, then click on the ‘apply’ button below. Good luck! Powered by JazzHR zkGSToFJyW

Job DescriptionThe Management Analyst I supports organizational decision-making by collecting, reviewing, and analyzing data to identify issues, evaluate processes, and recommend improvements. This role assists in understanding organizational structures, workflows, and culture while developing solutions based on analytical findings. The position requires interaction with managers, employees, and stakeholders to gather insights and observe operations. General Duties: • Collect, review, and analyze information to support recommendations., • Define the nature and scope of organizational or operational problems., • Analyze data such as revenues, employment, expenditures, or performance metrics., • Interview managers and employees while observing daily operations., • Develop solutions to problems using analytical and mathematical models., • Prepare written reports containing findings and recommendations., • Provide oral presentations when required., • Assist in implementing approved recommendations. Salary: $70k Year Required Education: • Bachelor’s degree in a business or technical field. Required Experience: • 3 years of experience in engineering/science management, operations research analysis, or financial/cost analysis. Skills & Competencies: • Strong analytical and critical thinking abilities., • Ability to collect and interpret complex data sets., • Proficiency in Microsoft Excel and analytical tools., • Excellent written and verbal communication skills., • Ability to prepare and present findings and recommendations., • Understanding of organizational structures and process evaluation. What Your Experience Working for Us Will Be Like Ask any of our employees and they will tell you SSI is a great place to work with an upbeat and positive culture. We take pride in our work to continuously improve on our performance in a manner that enhances the mission of the agencies we serve while expanding opportunities for our employees and our company. About Synectic Solutions, Inc. (SSI) Synectic Solutions, Inc. (SSI), is an award-winning, 20-year government contracting agency focused on the areas of logistics, engineering, management, and information technology. SSI is a growing organization committed to exceeding customer expectations, to continually improving all products, services, and processes, and to perform all work with the commitment to upholding the highest standards and ethics. Ready to apply? If this job sounds like a fit for you, then click on the ‘apply’ button below. Good luck! Powered by JazzHR Y3xAW2tZ88

Description Position Overview: Chef Works is seeking a detail-oriented and results-driven Credit Analyst to join our dynamic team. This position plays a key role in evaluating the creditworthiness of our customers and ensuring that all accounts are managed effectively. The ideal candidate will be proactive, analytical, and able to work independently, while collaborating with the Accounts Receivable Manager to maintain the company's financial integrity. Why Chef Works? At Chef Works, we are not only a leader in culinary apparel, but we are also deeply committed to fostering a supportive and innovative work environment. As a member of our team, you will contribute to a company that values professional growth, encourages collaboration, and is passionate about delivering exceptional service to our customers. We believe in recognizing and rewarding hard work, and our dynamic culture provides opportunities to develop your career in a fast-growing, global organization. Hybrid Work Schedule Chef Works offers a hybrid work schedule that allows you to balance working from home and in the office, providing you with flexibility while still maintaining strong team collaboration and productivity. Key Responsibilities: • Credit Evaluation: Assess the creditworthiness of customers requesting terms with Chef Works. Make recommendations regarding appropriate terms and credit limits based on financial data., • Financial Analysis: Analyze credit reports, bank ratings, and financial statements to evaluate customers' ability to meet their financial obligations., • Account Monitoring: Review customer accounts regularly to adjust credit limits or recommend the revocation of terms as necessary, ensuring accounts remain in good standing., • Order Review: Assess orders on hold due to credit evaluation, confirm account standing, and release orders when appropriate., • Tax Exemption Management: Validate sales tax exemption certificates and Bills of Lading. Collaborate with the Accounting Manager to ensure expired certificates are updated and maintained., • Customer Relations: Provide timely responses to customer inquiries regarding credit and resolve any concerns promptly., • Additional Tasks: Undertake other duties as assigned by the Accounts Receivable Manager to support the efficient functioning of the department. Requirements Minimum Qualifications: • Bachelor’s degree in Business or a 2-4 years in related field, or equivalent professional experience., • Proven proficiency in:, • Excellent verbal, written, and interpersonal communication skills., • Strong analytical, problem-solving, and organizational abilities., • Attention to detail with the ability to prioritize tasks under pressure., • Proficiency in Microsoft Excel, Word, and Outlook; familiarity with ERP/MRP systems is a plus., • Occasional lifting of up to 10 lbs. (less than 5% of the time), generally at waist level., • Ability to perform deskwork, including extended periods of computer use., • Must be able to use a telephone for customer communications.

Proven experience in forecasting and change management on large-scale construction projects. Ability to clearly communicate financial status and schedule details across multiple construction sites. The Project Controls Analyst will collaborate closely with global construction teams, site project man

Job Title: Fiscal Planning and Budget Analyst Department/Unit: Finance Reports To: Associate Director of Fiscal Planning & Analysis FLSA Status/ Hours Non-Exempt/Union- 37.5 hours per week Level: Level 11 Compensation: $91,791 - $97,381 ABOUT CHILDREN’S COUNCIL: For more than 50 years, Children’s Council has been the heart of child care and early education in San Francisco, advancing the belief that high-quality child care can transform lives and communities. Our more than 150 team members help families navigate their child care and preschool options and secure financial assistance to pay for it. We provide home-based child care businesses with the training and resources to succeed. Through a wide range of free programs and workshops, we support parents and caregivers as they build child development skills. As the city’s second largest nonprofit contractor, with an annual budget of over $240 million, we are a major stakeholder in the child care system. We educate the public and advocate for increased investment in early education at the local and state level. If you are a child care champion, we want you on our team. POSITION SUMMARY: The Fiscal Planning and Budget Analyst reports directly to the Associate Director of Fiscal Planning & Analysis. This position is responsible for supporting the Associate Director of Fiscal Planning & Analysis in utilizing agency databases to maintain data integrity, responding to queries, and producing reports for analysis, management reporting, and funder requirements. S/he/they will also be responsible for ensuring data integrity and maintenance functions. This position is also responsible for assisting with the production of data and projection reports about Child Care Subsidies, the Child Care Resource & Referral functions, and other agency programs. The Fiscal Planning and Budget Analyst will assist the Associate Director of Fiscal Planning & Analysis in financial planning, budgeting, forecasting, policy and procedure implementation, strategic and financial analysis, modeling, and reporting efforts, to ensure efficient financial operations, policies/procedures that support the functional infrastructure, and tracking program expenses and reporting on organizational finances. RESPONSIBILITIES: Data Integrity and Reporting • Coordinate with the Compliance and Program Support (CAPS) Department, the Research, Data and Evaluation (RDE) Department, and the Information Technology (IT) Department to produce monthly, quarterly, and annual usage, attendance, billing, and expenditure reports for local and state funders., • Produce ad hoc statistical and programmatic reports using SQL Server at the request of agency department managers, funders, and government agencies., • Establish and maintain data integrity for multiple agency-customized and commercial database computer applications., • Prepare and maintain spreadsheets and databases to generate data tables and charts for reports. Input data as needed and/or retrieve data from existing databases or remote websites., • Develop and conduct quality assurance tests using software such as CC4, MIP, ZenDesk, and other finance related software to ensure data integrity within CCSF databases. Work constructively with staff at all levels to identify and correct data errors, thereby improving data integrity., • Prepare and submit monthly caseload reports for California Department of Social Services (CDSS) requirements., • Participate in periodic monthly meetings relating to data reporting and database updates as assigned. Budgeting and Projections • Assist the Associate Director of Fiscal Planning and Analysis in creating child care projections that utilize fiscal and program data for enrollment planning and budgeting., • Collaborate with program managers to develop strategies that streamline enrollment processes and assist them in identifying and analyzing programmatic data to evaluate program efficacy, needs, and trends., • Monitor, record, analyze, and report payment activities and authorizations for provider programs, ensuring monthly reconciliations of program payments and adjustments are maintained., • Assist the Associate Director of Fiscal Planning and Analysis in planning, evaluating, and designing agency budgets, grant budgets, and contract budgets, utilizing various financial and budget models and systems to communicate financial performance and ensure regulatory compliance., • Perform ongoing budget-to-actual analytics leading up to and during the monthly close process, maintaining detailed knowledge at the transaction level of operating expenses and other operating revenue accounts., • Process grants and contract activities, including, but not limited to, expense review and tagging, voucher submission review and reconciliation, invoice creation and payment posting, and communicating directly with grant and contract managers., • Support, coordinate, and collaborate with various City and State programs and departments to submit pre-approval requests to funders., • Conduct financial reporting, and use existing tools to assist in creating dashboards, and engage in related projects and initiatives., • Summarize and consolidate data into easily understood end-user formatted reports., • Attend meetings as needed to provide ad hoc analyses and address issues, offering support as necessary. Financial Support • Supports coordination with subsidy and fiscal intermediary staff to establish payment timelines and process checks, ensuring that payments to child care providers are both accurate and timely., • Perform accurate reconciliations, provide supporting documentation, and conduct timely analyses of provider stipends, incentives, subsidies, and payments., • Provide ad hoc support to the Associate Director of Fiscal Planning and Analysis, during the month-end accounting close and annual audit process., • Maintain up-to-date knowledge of funder regulations, policies, and guidelines, including compliance with the federal government’s Title 2, Part 200 of the Code of Federal Regulations, Child Care Fiscal Reporting and Reimbursement Procedures for Child Care and Development Contracts, and the City and County of San Francisco's Office of the Controller Guidelines for Cost Categorization for Nonprofit Grants. Software Support • Provide ongoing user support for accounting, accounts payable, database management, and child care subsidy software programs., • Test financial/budgeting software upgrades and assist with planning and implementation., • Learn the customized internal software programs and assist with the agency's database applications and data entry methods. Make suggestions for improvements in data entry procedures, as well as for identifying and correcting data errors, and recommend strategies to prevent these issues in the future. QUALIFICATIONS: • Bachelor’s Degree in Statistical Analysis, Accounting, or Business Administration, or three to five years of related work experience., • Advanced experience with statistics, statistical analysis and quantitative methods, and statistical software (Excel statistical analysis functions) required., • Experience with databases is required, including strong knowledge of the MS Office Suite, Power BI, MIP Fund Accounting or similar fund accounting software, SQL Server Enterprise Manager or similar Oracle products. Some familiarity with F9 financial reporting, are Control 4 (CC4) Payment application, and Salesforce is preferred., • Technologically savvy, with experience working with IT staff to develop and implement new processes and systems that increase efficiency and effectiveness., • Ability to perform in-depth, multi-faceted analyses., • Excellent written and verbal communication skills and related writing experience. PHYSICAL REQUIREMENTS: • Mental acuity to perform the essential functions of this position in an accurate and timely fashion., • Dexterity to use office equipment; the ability to sit and work at a desk for extended periods of time., • Ability to speak, hear, and understand speech at normal room levels., • Physical agility to bend, stoop, walk, climb four flights of stairs if required. Hybrid Work We have adopted a hybrid working model and currently require employees to be present in the office at least 3 days per week, with the option to work 2 days per week remotely. Applicants should be comfortable with both the remote and in office scenarios. COVID Policies All staff are required to be fully vaccinated against COVID-19 (barring application for medical or religious exemptions). Wearing masks in the office is optional for our staff. Benefits, and Employee Perks • We offer a family-friendly workplace, plus competitive pay, and industry leading benefits package that includes:, • Generous Medical coverage for staff, including paid medical plan deductibles, copays and out-of-pocket maximums., • Dental, Vision, Chiropractic & Acupuncture, Life, LTD and AD&D coverage., • Voluntary benefits that include Supplement Life, Accident, Critical Illness, and Pet Insurance., • 401(k) retirement plan with a generous employer match., • Pre-tax Flexible Spending Accounts, Health Savings Account and Commuter Benefit programs., • Generous paid time off package, including 14 paid holidays + a floating holiday for your Birthday., • Ongoing training and professional development for all staff., • Tuition Reimbursement. Equal Opportunity & Equity Statement: Children’s Council is an equal opportunity employer that values diversity as central to our work serving the San Francisco community. We comply with all applicable state and local laws governing nondiscrimination in employment. Our practices are in alignment with our commitment to workplace equity, diversity, and inclusion. We foster a work environment where our current and future staff feel welcomed without regard to race, color, religion, gender identity, national origin, sex, age, disability, or sexual orientation.

Job Description Job Summary The Process Improvement Analyst plays a critical role in driving operational excellence contributor responsible for delivering tangible improvements across the organization. This position partners with Operations leaders and teams reporting to the Chief Operating Officer analyzing business processes, identifying improvement opportunities, and implementing efficiency‑enhancing solutions, including automation of manual and repetitive tasks. The ideal candidate is a structured, proactive problem‑solver who can translate complex operational challenges into clear, actionable insights and measurable outcomes. Success in this role requires rolling up your sleeves, working side‑by‑side with Operations leaders and frontline teams, and actively participating in the work needed to move initiatives forward. The Process Improvement Analyst provides exposure to a wide variety of high‑impact initiatives and is ideal for someone who wants to make a meaningful, organization‑wide impact. Essential Duties • Collaborate closely with Operations teams under the COO to understand workflows, performance drivers, and operational challenges., • Conduct detailed data analysis to uncover inefficiencies, trends, and opportunities for process improvement., • Design, develop, and deploy automation solutions, streamlining manual, repetitive tasks, providing teams with time they can allocate toward higher-value work., • Document current-state and future-state processes using appropriate methodologies (e.g., flowcharts, value-stream mapping)., • Track and report on process improvement initiatives and the process improvement program, quantifying business impact such as time savings, cost reductions, and risk mitigation., • Prepare and deliver clear, well-structured presentations to senior leadership, highlighting opportunities, recommendations, and results., • Partner with cross-functional teams to support change management and ensure successful execution of process improvements., • Maintain awareness of policies, operational controls, risk considerations, and regulatory expectations to ensure improvements strengthen compliance as well as efficiency., • Understanding the importance of compliance with all federal and state regulations., • Other duties as assigned., • Complete compliance and other technical training workshops as assigned. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned. Non-Essential Duties • Filing Required Knowledge, Skills, and Abilities • Strong interpersonal and influencing skills and ability to interact with colleagues at all levels of skills., • Strong critical thinking skills such as defining and deconstructing problems., • Skillful at structuring and developing quantitative and qualitative analysis., • Ability to structure and develop quantitative and qualitative conceptual analysis., • Ability to build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results., • Ability and desire to foster and interact in a team environment, and willingness to contribute to team efforts., • Highly proficient using technology including, including, limited to, SQL Power BI, Visio, MS Office (Excel, PowerPoint, Word, and Outlook) internet applications, and SharePoint., • Excellent communication skills (listens, speaks, and writes well); able to interact effectively and respectfully with people of various responsibilities and authorities (employees, key contacts, executives, etc.), including supervisors and co-workers., • Dedicated to following and maintaining deadlines., • Critical-thinking, judgment, and problem-solving skills. Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title to an employee who seeks and/or meets defined competencies for an eligible position. This position qualifies for the officer title(s) Assistant Vice President, Vice President. Equipment Operated • Lap/desk top computers., • Standard Office Equipment (copiers, fax machines, etc.) Physical Requirements & Work Environment • Requires repetitive movement., • Requires sitting for prolonged periods of time., • Requires lifting to 25lbs., • Requires using hands to manage, control or feel objects., • Office setting with controlled temperature. Education and Experience • Bachelor’s degree in business administration, operations management, data analytics, , or related discipline, • MBA is a plus but not required., • Experience or strong understanding of operational environments and banking products and services. As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.

RETS Associates is representing a leading institutional real estate investment manager seeking an Asset Management Analyst to join its growing team in the San Francisco Bay Area. This is a high-visibility role supporting senior asset management leadership on a large institutional multifamily portfolio, with exposure to portfolio strategy, business plan execution, and investment decision-making. Key Highlights: • Work directly with senior asset managers on institutional multifamily investments, • Build and maintain financial models, hold/sell analyses, and portfolio performance reporting, • Participate in investment strategy decisions including refinancings, renovations, and dispositions, • Exposure to executive leadership and institutional LP reporting, • Opportunity to grow within a well-capitalized, highly respected platform Ideal Background: • 1-3 years of real estate experience (asset management, acquisitions, banking, appraisal, or lending), • Strong Excel financial modeling skills; exposure to ARGUS / PowerBI a plus, • Analytical, detail-oriented, and interested in institutional multifamily investing This is an excellent opportunity for an early-career real estate professional to gain hands-on exposure to institutional asset management and portfolio strategy within a top-tier investment platform.

Business Operations & Finance Analyst, San Francisco, CA We’re partnering with a leading venture investment firm focused on next-generation technologies across mobility, energy, and AI. This is a unique opportunity to join a lean, high-performing team where you’ll work closely with senior leadership and gain hands-on exposure to the day-to-day operations of the business. This role is ideal for someone with 2+ years of experience in operations and/or finance who is looking to continue building their skill set and grow within a fast-paced, collaborative environment. You’ll have the opportunity to take ownership, learn from experienced leaders, and develop a strong foundation across business operations and financial workflows. This is a hands-on position for someone who is operationally and financially minded and eager to learn, with a modern, tech-forward approach to how work gets done. If you enjoy working with numbers, improving processes, and being part of a forward-thinking team, this role offers excellent growth potential. Job Description Responsibilities • Manage day-to-day financial operations including transaction review, reconciliation, and reporting, • Support payroll processes and benefits administration in partnership with external providers, • Oversee accounts payable, invoicing, and vendor payments, • Assist with month-end close and partner with external accounting teams, • Maintain financial records and support audit and compliance efforts, • Prepare internal reports, summaries, and ad hoc analyses, • Help improve and streamline processes using modern tools and AI, • Maintain internal documentation, policies, and operational workflows, • Support reporting needs related to portfolio performance and firm activities, • Light meeting coordination, travel, and logistics for senior leadership, • Assist with meeting preparation, materials, and research, • Support recruiting coordination and candidate scheduling, • Oversee day-to-day office operations and vendor relationships, • Support onboarding/offboarding logistics, • Coordinate internal events, team gatherings, and occasional external events Qualifications • 4+ years of experience in operations, finance, or business support roles (startup, VC, or financial services environments preferred), • Strong understanding of financial processes (reconciliation, AP/AR, payroll coordination), • Comfortable working with financial and operational systems (e.g., accounting, payroll, expense tools), • Highly detail-oriented with strong analytical and problem-solving skills, • Tech-savvy with a proactive mindset; comfortable leveraging AI tools to improve efficiency, • Strong communication skills and ability to work with senior stakeholders, • Organized, resourceful, and able to manage multiple priorities independently, • High level of discretion with sensitive information Base salary, performance- based bonus and 401K, as well as other perks!

Company: Commercial Retail Real Estate Company Location: Irvine, CA Reports To: Head of Operations / CFO About the Role A commercial retail real estate company is seeking a high-level Senior Financial Analyst to drive investment decisions, asset strategy, and portfolio performance across a retail-focused platform. This is a principal-side role with direct impact on capital allocation, leasing strategy, redevelopment decisions, and portfolio optimization. The position requires an operator mindset — someone who understands how retail assets perform in the real world and can translate complex data into clear, actionable decisions. AI and automation are core to this role. The Analyst will be responsible for building and leveraging AI-driven tools to enhance underwriting, accelerate analysis, and create scalable systems that improve decision-making across the company. Key Responsibilities Investment Analysis & Capital Allocation • Lead underwriting of acquisitions, dispositions, and development opportunities, • Build advanced, dynamic financial models (IRR, NPV, cash flow, sensitivity analysis), • Evaluate risk-adjusted returns and provide clear go/no-go recommendations, • Analyze capital deployment strategies across the portfolio to maximize returns Leasing Strategy & Retail Asset Optimization • Model leasing scenarios including rent structures, TI packages, tenant mix, and lease-up timing, • Evaluate tenant credit, co-tenancy impacts, and merchandising strategy, • Analyze real-world retail performance drivers (foot traffic, sales productivity, positioning), • Support leasing negotiations with real-time financial analysis Redevelopment & Value-Add Analysis • Underwrite repositioning strategies, site reconfigurations, and capital improvements, • Evaluate cost vs. return across multiple scenarios (single-tenant vs multi-tenant, pad development, etc.), • Model phased redevelopment strategies and their impact on cash flow and NOI AI-Driven Analytics & Automation • Build and deploy AI tools to automate underwriting, reporting, and scenario analysis, • Develop internal systems that integrate leasing, construction, and financial data into a unified model, • Use AI to identify trends, anomalies, and opportunities across the portfolio, • Continuously improve analytical workflows to increase speed, accuracy, and scalability Portfolio Strategy & Performance Analysis • Monitor and analyze performance across all assets, • Identify underperforming assets and recommend strategic actions, • Support hold/sell/reposition decisions with data-driven analysis, • Provide ongoing insight into portfolio-level risk and opportunity Executive-Level Reporting & Decision Support • Prepare investment memos, dashboards, and presentations for senior leadership, • Deliver clear, concise recommendations backed by data and scenario analysis, • Operate as a thought partner to leadership on strategic and financial decisions Qualifications • 7–12+ years of experience in commercial real estate finance (principal-side required), • Deep expertise in retail real estate analysis and asset performance, • Advanced financial modeling skills with ability to build complex, dynamic models from scratch, • Strong understanding of leasing economics, TI structures, and redevelopment strategies, • Proven ability to operate independently and influence investment decisions, • Bachelor’s degree in Finance, Real Estate, Economics, or related field (advanced degree preferred) Knowledge, Skills & Abilities • Operator-level understanding of retail real estate performance and strategy, • Strong financial acumen with ability to evaluate real-world deal outcomes, • High proficiency in Excel and experience leveraging AI tools for analysis and automation, • Ability to synthesize large data sets into clear insights and recommendations, • Strong communication skills with executive-level presence, • Highly organized with the ability to manage multiple priorities in a fast-paced environment Physical Requirements • Prolonged periods of sitting and working at a computer, • Occasional travel to property locations for on-site analysis Compensation & Benefits • Competitive base salary, • Performance-based bonus tied to investment and portfolio outcomes, • Comprehensive benefits package Work Environment • Office-based role in Irvine corporate office, • High-performance, execution-focused environment, • Direct exposure to senior leadership and investment decisions, • Fast-paced, entrepreneurial culture with emphasis on ownership and accountability

Role Overview Behring Capital is seeking an institutional-caliber Investment Analyst to drive underwriting, financial modeling, and investment committee execution across its vertically integrated real estate investment and operating platform. This position is central to Behring's rigorous investment process, supporting a diverse portfolio spanning multifamily, office, retail, mixed-use developments, and operating company investments. The Analyst will construct sophisticated financial models, draft high-stakes investment committee materials, and contribute to portfolio-wide analyses that inform capital allocation decisions. This is a demanding, execution-oriented role where precision, logical rigor, and unwavering consistency are non-negotiable. Errors carry direct financial implications for institutional capital partners—there is no margin for oversight. Core Responsibilities Financial Modeling & Underwriting • Develop comprehensive Excel-based financial models for acquisitions, ground-up developments, recapitalizations, refinancings, and platform-level strategic initiatives., • Create discounted cash flow (DCF) analyses, sources and uses statements, pro forma cash flow projections, lease-up and stabilization models, sensitivity tables, and return metrics (e.g., IRR, equity multiple, MOIC)., • Accurately incorporate underwriting assumptions from senior leadership, ensuring internal consistency, logical flow, and alignment with market realities., • Adhere to best-in-class model architecture: maintain transparent, auditable structures with modular design, error-checking mechanisms, and comprehensive documentation for seamless handoffs and reviews., • Conduct robust scenario and sensitivity analyses to quantify downside protection, base-case viability, and upside potential, including stress testing for macroeconomic variables, cap rates, and operational risks. Investment Committee & Investor Materials • Draft initial Investment Committee (IC) presentations and memoranda adhering to institutional-grade standards, including executive summaries, risk assessments, and recommendation frameworks., • Synthesize complex model outputs into concise, visually compelling tables, charts, graphs, and exhibits optimized for senior stakeholder review and decision-making., • Reconcile all financial data across models, IC decks, memos, and ancillary materials to eliminate discrepancies., • Contribute to mid-year business plan revisions, annual operating plans, quarterly performance updates, and bespoke investor analyses (e.g., scenario planning for capital calls or distributions)., • Iterate efficiently on feedback through multiple revisions, maintaining version control and incorporating changes with exactitude. Diligence & Data Execution • Process and scrutinize raw data sources, including rent rolls, historical operating statements, pro forma budgets, capital expenditure forecasts, third-party appraisals, market reports, and environmental/engineering assessments., • Proactively detect data deficiencies, logical inconsistencies, or red flags (e.g., anomalous expense trends or lease rollover risks) and escalate with proposed resolutions., • Facilitate due diligence coordination, respond to lender inquiries, and perform follow-up analyses to support transaction closings., • Organize and maintain virtual data rooms, analytical workpapers, and centralized repositories for efficient team access and audit trails. Portfolio & Platform Support • Aid in portfolio monitoring, including KPI tracking, variance analysis, and benchmarking against peers or internal hurdles., • Assist with integrated analyses across verticals, linking real estate assets, operating entities, and platform initiatives to holistic outcomes., • Build expertise in portfolio aggregation: understand how asset-level performance influences fund-level NAV, total returns, and investor reporting under frameworks Performance Expectations • Produce pristine, self-explanatory models that withstand rigorous scrutiny with few revisions., • Exhibit flawless accuracy and meticulous attention to detail in all deliverables., • Accelerate proficiency through iterative feedback, demonstrating rapid adaptation and error reduction., • Master institutional underwriting norms, including conservative assumption-setting and risk-adjusted return profiling., • Build credibility through dependable execution, intellectual humility, and a focus on collective success over individual recognition. Evaluation prioritizes output quality, logical soundness, and emerging judgment—speed is secondary and must never compromise precision. Required Qualifications • 4-7+ years experience in real estate private equity, investment banking, or institutional advisory., • Real estate private equity (REPE) at top-tier firms., • Investment banking groups focused on real estate, M&A, or capital markets., • Institutional real estate advisory or consulting., • Private credit, debt funds, or structured finance roles., • Demonstrated exposure to institutional underwriting, IC processes, and transaction execution is highly preferred. Technical Skills • Expert-level Excel proficiency, including building models from scratch with advanced functions (e.g., INDEX/MATCH, XNPV/XIRR, goal seek, data tables), dynamic dashboards, and VBA/macros for automation where appropriate., • Deep command of DCF valuation, cash flow forecasting, waterfall structures, and sensitivity modeling., • Uncompromising standards for model hygiene: error-proof formulas, input/output separation, and inline documentation., • Proficient in PowerPoint for creating polished, data-driven presentations with consistent branding and narrative flow., • ARGUS Enterprise proficiency preferred; familiarity with Yardi, MRI, or similar property management software is a plus. Core Traits • Unyielding attention to detail and zero-tolerance for inaccuracies., • Superior logical reasoning, analytical rigor, and problem-solving under uncertainty., • Resilience in handling imperfect or evolving data sets without paralysis., • Eagerness to receive constructive feedback, execute revisions flawlessly, and learn from each cycle., • Intrinsic accountability: own your work as if institutional capital depends on it—because it does. Growth & Development Exceptional performers will: • Tackle progressively sophisticated transactions and multi-vertical integrations., • Access mentorship on institutional capital dynamics, fund governance, and advanced strategies., • Advance based on proven reliability, judgment, and contributions—meritocracy defines progression. Why Behring Capital Behring Capital is a dynamic, vertically integrated real estate investment and operating platform stewarding institutional capital across diverse asset classes and strategies. In a lean, high-impact environment, Analysts gain unparalleled breadth: • Hands-on involvement in multifaceted investments beyond siloed asset types., • Proximity to C-suite decision-making and institutional partners., • A culture of excellence where execution rigor accelerates professional growth amid meaningful accountability. Application Requirements Candidates should submit: • Resume highlighting relevant deal experience and technical achievements.

Contract Management Analyst, Senior • Assist with the daily contract operations and provide general IT business & planning support., • Prepare reports through gathering, analyzing, and summarizing data and information; prepares presentation materials for management reports., • Enter contract financial liabilities into the contract management ATRIUM tool., • Assist in the initiation, orchestration and coordinating of contract renewal analysis for IT operations, financial reviews; and analyzing multi-year contract to ensure that costs are planned in the most efficient manner., • Maintain annual Operational Expense budgets utilizing proper accounting/budgeting controls, enter financial data into tracking system, and compile regular and ad-hoc financial status reports., • Monitor Purchase Orders, review contract invoices, accruals, identify disparities, and resolve issues with the vendors., • Analyze actual spend and forecasting to determine if/when appropriate change controls and escalation reporting to leadership., • Provides financial analysis on portfolio cost variances for plan vs. actual and can identify inappropriate charges by resources or vendors and makes appropriate corrections in SAP., • Leads meetings and acts as a liaison among stakeholders to coordinate, document, and schedule changes to IT contracts., • Capture, analyze and present data to managers and directors to aid in business decision making., • Effectively plans and control scope of work on contract renewals; integrates all aspects, tracks and ensures that contracts origination targets are on schedule and meets the required standard., • Develops communications needed to summarize analysis and to discuss recommendations for peers and executives. This may take the form of dashboards, power point decks, or summarized emails., • Facilitates problems solving sessions and workshops with diverse set of business and technology team members., • Proactively follows-up on issues and initiatives for senior leaders to ensure successful resolution and implementation., • Works closely with leaders and other key stakeholders to ensure that key initiatives and activities are delivered in a timely and coordinated manner that is aligned with the goals of the organization., • Works with the data management, financial analysis and modeling team to build new tools and assist with creation and migration of reports to Power BI., • Experience with downloading and extracting data from SAP into meaningful business intelligence reports and dashboards., • Works with IT and functional leadership to establish a variety of key business, financial and performance metrics. Minimum • Bachelor’s degree in Business, Finance, Economics, Engineering or related discipline or equivalent work experience., • Proficient in Microsoft Office, Visio, PowerPoint and expert level Excel skills, • 5 to 8 years of related work experience

Immediate need for a talented Contract Management Analyst. This is a 08+ Months Contract opportunity with long-term potential and is located in Oakland, CA(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:26-09845 Pay Range: $60 - $65/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Requirements and Technology Experience: • Skills-Financial management, contract management, problem solving., • Manager wants to see samples of candidates work. In this role – excel and financial management is one of the core skillsets., • Excel Work Samples MUST be submitted with resume as this is a requirement to be considered., • Bachelor’s degree in business, Finance, Economics, Engineering or related discipline or equivalent work experience., • Proficient in Microsoft Office, Visio, PowerPoint and expert level Excel skills, • 5 to 8 years of related work experience, • May require valid CA driver’s license, • Experience with structuring contract agreements, • Experience with basic financial modeling or data management, • Experience with presenting to leadership and developing power point slides, • Experience with Power BI a plus Our client is a leading energy sector Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy ___.

Location: Los Angeles, CA Position Type: Full-Time Experience: 0–2 Years Overview A private Los Angeles–based real estate development firm is seeking a highly motivated and detail-oriented Development Analyst to join its team. The firm focuses on acquiring or controlling land, managing the entitlement process, and ultimately delivering finished projects to homebuilders. The role provides direct involvement in the execution of development projects and requires managing a wide range of workstreams simultaneously. This position is best suited for a candidate who is highly organized, capable of maintaining control over complex processes, and comfortable operating in a fast-paced, entrepreneurial environment. As part of a small team, the analyst will work closely with principals and gain exposure to the full development process. About the Firm This confidential search is being conducted by 330 Land Company on behalf of a private real estate development firm based in Los Angeles. The firm specializes in residential land development, including the acquisition and entitlement of projects ranging from small infill sites to larger subdivisions. The team works closely with municipalities, consultants, and industry participants to advance projects through the entitlement process. As a growing firm, the team offers the opportunity to take on meaningful responsibility early and develop a broad understanding of how projects are sourced, evaluated, and executed. Role Description This is an execution-focused role centered on managing due diligence and the entitlement process across multiple development projects. The Development Analyst will coordinate with cities, engineers, consultants, and internal stakeholders to ensure that projects advance in an organized and timely manner. The role requires strong attention to detail, consistent follow-through, and the ability to manage multiple concurrent responsibilities. This is not a purely analytical or financial modeling role. While the position includes exposure to acquisitions, deal evaluation, and development strategy, its primary focus is execution. Over time, the analyst will develop a practical understanding of how value is created through the entitlement and development process. Key Responsibilities • Manage and track multiple active development projects from initial due diligence through entitlements, • Coordinate with civil engineers, land planners, attorneys, consultants, and municipal staff, • Maintain detailed project trackers, timelines, and status reports, • Follow up consistently with stakeholders to ensure deadlines and deliverables are met, • Identify potential issues or delays and escalate as appropriate, • Review zoning codes, general plans, and municipal regulations as part of project evaluation, • Assist with due diligence on new opportunities, including site research and feasibility review, • Support the preparation of internal materials and project documentation, • Participate in meetings with cities, consultants, and project stakeholders Qualifications • Bachelor’s degree required, • 0–2 years of experience, • Strong academic performance (GPA required), • SAT, ACT, or equivalent standardized test scores required, • Strong organizational skills and attention to detail, • Ability to manage multiple tasks and maintain accuracy under time constraints, • Clear and professional communication skills, • Self-directed, with the ability to take ownership of responsibilities Preferred (but not required): • Experience or internships in real estate, construction, or homebuilding, • Familiarity with zoning, land use, or development processes, • Proficiency in Excel and Microsoft Office Compensation • Competitive base salary and performance-based bonus Application Process Interested applicants should submit: • Resume, • GPA, • SAT / ACT (or equivalent) scores, • Salary expectations A select group of candidates will be invited to interview. Additional Information This is a hands-on role with responsibility for managing the details required to move projects forward. The work is process-driven and requires consistency, organization, and accountability across multiple ongoing assignments. The position is well-suited for candidates seeking to build a foundation in real estate development within a small, growing firm, where performance and initiative can lead to increased responsibility over time.

Job Description Job Summary: The IT Supply Chain Analyst will be responsible for identifying and evaluating potential IT suppliers based on the company's needs, budget, and technical requirements. This role will involve negotiating contracts to secure the best pricing, terms, and service levels, as well as building and maintaining strong relationships with key vendors. Key Responsibilities • Identify and evaluate potential IT suppliers based on company needs, budget, and technical requirements., • Negotiate contracts with suppliers to secure the best pricing, terms, and service levels., • Build and maintain strong relationships with key vendors and service providers., • Draft, review, and manage IT contracts and agreements, ensuring compliance with company policies., • Ensure that service level agreements (SLAs) and other performance metrics are met., • Manage contract renewals, extensions, and terminations based on performance reviews., • Identify cost-saving opportunities by analyzing and implementing strategic sourcing initiatives., • Develop competitive pricing strategies through vendor negotiation and alternative sourcing., • Bachelor’s degree in information technology, Supply Chain Management, Business Administration, or a related field., • Proven experience in IT supply chain management or a similar role., • Discretionary Annual Incentive., • Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans., • Family Support: Maternal & Parental Leaves., • Insurance Options: Auto & Home Insurance, Identity Theft Protection., • Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement., • Time Off: Vacation, Time Off, Sick Leave & Holidays. Qualifications: Diploma

Position: Sales Agent - Commercial Real Estate Investment Location: Orange County, CA Summit RE is looking for Real Estate Agents that want to be part of a team with unlimited potential. Are you a self-starter and a high achiever? Do you want to build your own business? Summit RE has a strong track record of developing new agents into high income producers. Commercial Real Estate rewards performance, not tenure, and agents who commit fully to our system can build a sustainable career that can be life changing. At Summit RE we can teach real estate sales and a system that achieves our client’s goals and leads to long term relationships. Each Agent has a dedicated Senior Agent (Mentor) and the support of our entire brokerage team, while benefiting from our marketing department, financial analyst team, transaction coordinators, and research department. Expectations of the Role § Prospecting – A minimum of 400 calls per week. Agents must be effective on the phone and consistently prospect for new business. § Training – We incorporate group discussion, guest speakers, senior leadership presentations and interactive training to prepare agents for rewarding careers. At Summit RE we focus on daily habits and a process that leads to achieving our client’s goals and the results take care of themselves. § Mentorship – Each Agent has a dedicated Senior Agent as well as access to Senior Executives to go to as needed § Resources- Our Agents have full access to a support team of transaction coordinators, marketing professionals, financial analysts, and research team. Costar, Crexi, and our internal system iClimb § Summit RE Technology – We use technology to manage the transaction and AI to drive business to our Agents. A typical Week would require § Discipline to make 400 calls per week. § Time management skills to balance multiple tasks and schedules. § Travel as may be required to meet Clients and tour properties. § Manage listings and maintain our database of properties and investors § Assist and quarterback the sale through the entire deal cycle. § Market Analysis to uncover opportunities and track Real Estate market activity in your territory § Study the economy, trends, government relations, and population data that affect property valuation. We never stop learning. § Review lease documents, construction plans and surveys, legal documents, and third-party reports as they relate to culmination of a Sale. What we are looking for: § Determination and commitment to succeed § A positive “figure things out” attitude § Ability to develop, maintain and strengthen relationships. A Team player § Track record of success: sports, personal achievements, or leadership roles. § Bachelor's degree & Microsoft Office Skills § Real Estate license or be within two weeks of taking the Exam. Summit RE is a commercial real estate brokerage firm headquartered in Dallas Texas focusing on state of Texas and the Southwest region of the US. We specialize in investment sales of office, industrial, and retail investment sale transactions, with offices in California and Dallas. Email Anna Rosowski () for immediate consideration