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

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and may oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Drive business development efforts through client referrals, strategic networking, and community engagement., • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term, • May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention. Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Ability to learn quickly and efficiently. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job DescriptionThe existing accounting & finance team builds and sustains accurate books and records to advocate for smart financial decisions and manage the company‰Ûªs finances. As we grow and become more complex as a company, we need another strong accountant to join our team. We are looking for an ambitious, talented, detail oriented professional to join us and help us scale as we support our growth.Requirements * • Good with Excel, • Spreadsheet master

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionAbout Abby Care Making family care possible. At Abby Care, we are tackling one of the most important and unsolved challenges of our time: family caregiving. Over 50 million Americans are family caregivers for loved ones without pay, tools, or support. Our mission is clear and ambitious: to train and employ family caregivers so they can get paid for the care they already provide at home. Abby Care is building a tech-powered, family-first care platform to efficiently deliver care, improve health outcomes, and provide the best-in-class experience nationwide. We are rapidly expanding our mission and looking for passionate team members to join. Abby Care has partnered with leading insurance plans, healthcare providers, and community organizations. We're supported by top, mission-driven VCs to empower families throughout the country. The Role We are seeking a dynamic and compassionate individual to join us as a Central Strategy & Operations Associate. This is a Full-Time Hybrid position based in San Francisco, CA. As a Strategy & Operations Associate, you'll be a critical operator-analyst driving our most important initiatives across the organization. This is a high-impact, field-informed role for someone who thrives on turning ambiguity into execution. You'll dive deep with local ops and HQ platform teams to architect and scale core workflows, eliminate friction, and lift service quality—using data to set the bar, allocate resources, and guide scaling initiatives. You'll tackle everything from 0→1 launches and process re-engineering to frontline enablement and experience design, then translate insights into crisp, actionable plans. If you have a track record of building systems, shipping results on tight timelines, and elevating teams without formal authority, this role offers a hands-on path to outsized ownership and operational leadership. Key Responsibilities: • Relentlessly drive market growth: Partner with on-the-ground ops, HQ platform teams, and cross-functional leads to own market operations, service delivery, and expansion—no task is too big or small for you., • Engineer and scale core processes: Systematically build, optimize, and scale new and existing operational workflows—constantly reduce friction and drive efficiency while keeping patient/customer delight at the center., • Run the business 'by the numbers': Own metrics that matter—set aggressive targets for key KPIs (churn, productivity, care quality, etc.) and use data to allocate resources, guide incentives, and prioritize market and product pushes., • Set and hit aggressive goals: Ruthlessly prioritize for impact, break down ambiguous challenges, and deliver on rapid timelines—no hesitancy in tackling new and ambiguous projects from zero to one., • Obsess over continuous improvement: Proactively identify broken processes, recurring fires, and product gaps—invent and test new solutions, features, and models that make ops more seamless and scalable for care staff and families., • Champion frontline and customer experience: Manage, motivate, and mentor care ops teams (local and remote)—solve people problems, clear blockers, negotiate resources, and unlock leverage for highest impact operators., • Think like an owner, act like an athlete: Take initiative, operate with extreme accountability, and present solutions—not problems. Willingly flex across job functions and fill gaps wherever the org most needs your horsepower.The Requirements:, • 3-5 years of professional experience in a highly analytical and fast-paced environment, such as management consulting, strategy/operations, or finance roles in a high-growth environment., • Exceptional analytical, quantitative, and financial modeling skills. You are comfortable with data and can use it to build compelling business cases and drive decisions., • Proven track record of end-to-end problem-solving. You have a history of taking a project from an initial idea to full implementation., • High-achiever with a relentless work ethic. You are comfortable with long hours and the demands of a high-growth, high-stakes environment., • Outstanding communication and presentation skills. You can distill complex information into clear, actionable insights for any audience - field teams or executives., • A desire to transition from a purely analytical role to a hands-on, operational leadership position. You are looking to build and scale a business, not just analyze it. Our Values • Competitive compensation packages that reflect the value you bring. We reward our team for the impact of their work., • Comprehensive health coverage that works for you. We cover 90% of your premiums and 70% for your dependents, with multiple PPO plan options to choose from for medical, vision, dental, life, and short-term disability., • Generous paid time off. We provide policies that allow you to recharge along with 10 paid company holidays., • Team bonding. We love bringing our teams together. As a full-time employee, you'll get to connect, collaborate, and have fun through team activities and our annual company retreat., • Financial savings benefits to support your future. We support your financial well-being with HSA contributions, optional FSA and commuter benefits, and full coverage of all 401(k) account fees (employer match not currently offered)., • Paid parental leave to support your growing family. We provide paid leave, so you can focus on bonding and adjusting to life as your family grows.

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionSenior Budget Analyst Department of Homeland Security - Region 9 (Western Region) Full-Time Position Description The Senior Budget Analyst will support the federal client’s financial management and senior-level staff by analyzing, tracking, and monitoring accounting functions in the Federal Financial Management System (FFMS). Tasks include a variety of budgetary, analytical, technical, and administrative functions to support substantive organizational programs and activities. The analyst must apply generally accepted accounting principles to various tasks and clearly communicate accounting and budget information to all staff levels. Required Skills • Advanced proficiency in Microsoft Office programs (Excel, Word, Access, Outlook, Visio, PowerPoint)., • Proficiency in Adobe and the ability to learn federal clients’ applications after training., • Clear and effective communication of accounting and budget information., • Application of generally accepted accounting principles.Desired Skills, • Experience with FFMS and proprietary databases., • Familiarity with DHS/FPS invoice procedures and SOPs., • Ability to perform fundamental analysis of security and financial data., • Experience supporting law enforcement, security, compliance, or inspection programs., • Ability to assist users with software, hardware, and automation issues.Job Duties, • Perform record keeping, reporting, and other duties in support of government programs., • Compile, maintain, and verify data, lists, and reports., • Gather and develop resource materials for law enforcement and inspection programs., • Update manuals, maintain bulletin boards, and manage filing systems., • Monitor records, enter and analyze data, and generate management reports., • Create, store, and retrieve documents, including spreadsheets, databases, and graphics., • Sort and maintain records per approved file plans or numbering systems., • Analyze security and accounting data, reconcile accounts, and draft reprogramming documentation., • Review invoices, verify data, and ensure sufficient funds are obligated., • Facilitate invoice approval; create FFMS receiving tickets., • Assist CORs with invoice corrections and uploads to WebView., • Maintain the FM151 vendor payment reconciliation report; submit expense reclassifications., • Initiate, estimate, process, and reconcile Security Work Authorizations (SWAs)., • Verify and process accounts receivable and reimbursable agreement transactions., • Analyze regional revenue and expenditures across funding sources., • Conduct Monthly Billing Analysis, SWA Analysis, Spend Plan reviews, and 1/12th billing analysis., • Monitor Undelivered and Unliquidated Orders., • Prepare and maintain accounting summary reports., • Create G514 commitments; review obligations and change orders; generate analysis reports (CM040, FM151, PM020, FM140, FM085)., • Submit G514s and documentation to Consolidated Contract Group (CCG), adhering to deadlines., • Assist with contract and obligation closeout., • Support CORs and the budget team with documentation for PSO services and security projects., • Assist with financial submissions, reconciliation, and close-out of yearly appropriations., • Develop unfunded security countermeasure packages for the Acquisition Review Board., • Process official travel documents in Concur, track travel funding., • Maintain and modify Exhibit 1 to reflect guard contracts as per CO/COR service requests., • Perform budget administrative duties for RMB and the Security Operations Branch., • Draft special research requests and statistical products., • Retrieve financial system data; apply statistical methods for analysis., • Prepare technical presentations, process program data., • Verify cost estimates and consolidate funding requests., • Review and analyze financial and budgetary expenditures., • Draft, edit, calculate, and print various documents (reports, graphs, statistics, tables)., • Resolve account discrepancies and support accurate invoicing., • Track and analyze fund expenditures and disbursements., • Communicate with management and staff to support daily operations., • Verify prior year SWA funding status, support audit responses., • Certify undelivered orders and complete special projects., • Submit reclassification requests through the Supervisory Budget Analyst or the Financial Program/Cost Analyst.Experience and Education Qualifications, • Bachelor’s degree and 24 credit hours in finance, quantitative methods, or accounting., • Minimum four (4) years of experience in federal financial policy, procedures, regulations, and systems.Work Location AFSEKibe4a

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionWe believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Product team builds the network that powers the future of financial services. Our mission is to unlock financial freedom for everyone through open finance. Product Managers at Plaid are curious, customer-obsessed, and move fast to deliver value. They take ownership, sweat the details, and make sound decisions with imperfect information. As a PM on our Fraud team, you’ll build trusted systems that detect and prevent fraud across our network. You’ll protect users and customers from bad actors while helping good users onboard with confidence. Partnering with engineering, data science, and go-to-market, you’ll define problems, ship scalable solutions, and make Plaid’s platform safer and more resilient. This role is for an early-career PM who wants to learn fast, build impactful products, and collaborate across teams to protect the financial ecosystem.Responsibilities • Own a product surface: define problems, write requirements, and drive execution., • Contribute to the roadmap using customer feedback and data insights., • Build with excellence alongside Engineering and Data Science., • Measure impact and iterate to improve detection accuracy and reliability., • Communicate clearly, align stakeholders, and document tradeoffs., • Take initiative, simplify complexity, and move fast in ambiguity., • Seek feedback, stay humble, and help raise the bar.Qualifications, • 1–4 years in a product role (PM, APM, startup operator, founder, or product analyst), • Proven experience launching products end to end, • Strong product and analytical thinking; able to turn insights into features, • Skilled collaborator with Engineering and Data Science, • Clear communicator who simplifies complex ideas, • Comfortable in fast-moving, ambiguous environments, • Passionate about technology, data, and protecting users from fraud, • [Nice to Have] Experience in fraud, risk, or security products, • [Nice to Have] Familiarity with ML systems, APIs, or data platforms

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods

Job DescriptionWe believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Product team builds the network that powers open finance. We unlock financial freedom by enabling innovation, reliability, and customer success. Our PMs are curious, fast-moving, and customer-obsessed, making intuitive, reliable experiences that help people thrive financially. As a Product Manager at Plaid, you’ll define and drive products that help millions connect, move, and manage their money. You’ll partner with engineering, design, and go-to-market teams to translate customer needs into impactful, high-quality products. This role suits someone early in their PM career who loves to learn, collaborate, and build meaningful solutions that improve financial lives.Responsibilities • Own a product area: define problems, write clear requirements, and drive execution with cross-functional teams., • Shape the roadmap using data, feedback, and market signals., • Collaborate with Engineering and Design to deliver intuitive, high-quality experiences., • Use metrics and user insights to measure and improve outcomes., • Communicate clearly, align stakeholders, and guide decisions., • Act with a founder mindset–simplify, move fast, and embrace feedback., • Learn continuously and help raise the bar for Plaid’s products and culture.Qualifications, • 1–4 years of experience in a product-related role (e.g. Product Manager, APM, startup operator, founder, or product analyst)., • Proven track record of building or launching products end-to-end., • Experience collaborating closely with engineering and design teams to deliver value quickly., • Excellent written and verbal communication; able to explain complex ideas simply and effectively, • Comfortable operating in fast-moving, ambiguous environments., • Familiarity using AI in your day-to-day product work, such as prototyping, research, or analysis., • Experience in an early-stage or high-growth startup environment.

Job DescriptionLever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related work experience including preparing annual budgets, performing analysis concerning the company's financial statements, and working with complex general ledger related to the month end closing and reporting process for the domestic and international offices. Representative Responsibilities: • Annual budget and forecasting, • Completely responsible for the annual budget process and hands off to the International Controller and VP of Finance for final review., • Compiles data for revenue by item, cost of goods, royalties and commissions, department expenses, capital expenditures, cash flow and balance sheet., • Maintains the budget database and updates with any changes, • Responsible for gathering assumptions regarding the budget for each company, • Researches potential areas of improvement in budget control procedures, • Prepares the five year forecasts, • Prepares revenue and financial forecasts quarterly or as needed, • Responsible for international financial statements., • Delivers statements to International Controller for review., • Assists VP of Finance with treasury matters Qualifications, • Excellent communication, problem-solving and interpersonal skills, • Computer skills preferred (Excel, Word, Outlook, SAP), • Strong knowledge of accounting, key performance indicators, and ratio analysis, • Knowledge of manufacturing processes, cost accounting methods