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At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: • Make it human. We care about the people that make up our customers, colleagues, and communities., • Make it about others. We do what's best for our customers and collaborate to drive progress., • Make it happen. We work with intention toward a common purpose and forge ways forward together., • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Senior Credit Analyst, Private Placements POSITION LOCATION Stamford, CT YOUR ROLE The Senior Credit Analyst will be a key member of the Private Placement team. This role requires utilization of fundamental credit research to evaluate investment opportunities and managing existing investment positions. This position will partner with other analysts covering similar sectors and develop holistic positions and strategies and will report to the Private Placements Team Leader. What you will be doing • Conduct and support fundamental credit research on primarily investment grade and some high yield corporate bonds as member of the Private Placements team, • Prepare timely, comprehensive written analysis and cogently present facts, analysis, conclusions, and recommendations on individual credits as part of the transaction underwriting process. Analysis to include total exposure, maturity, and relative value considerations., • Analyze transaction documents and work with internal and external counsel to evaluate covenants and structure, • For existing portfolio credits, document and report on current credit views and recommendations by following and analyzing news, company financial reports and releases, rating agency actions, analyst publications and other industry or company information., • Make recommendations on and timely respond to amendment and waiver requests, • Share knowledge – both verbally and in writing -- regarding ongoing individual credit or sector developments with members of Private Placements and Genworth Investments, • Interact with rating agencies, sell-side analysts and other independent sources to obtain external views on individual credits or industries, • Accountable for adhering to control requirements and addressing audit inquiries in a timely manner, • Develop and maintain relationships with Genworth's private placement dealer coverage and issuer management, • Actively contribute to department or division-wide projects and process improvement efforts What you bring • Bachelor’s degree, • 7 - 10 years corporate credit research experience or related experience, • Experience and demonstrated ability in analyzing corporate financial statements, • Understanding of deal documentation and structure with the ability to incorporate covenants and structure as an integral component of the underwriting process, • Strong written and verbal communication skills and the ability to present effectively and influence both Investments leadership and broader groups, • Strong functional capability with Microsoft Excel, PowerPoint and Word applications as well as Bloomberg analytics, • Understanding of fixed income mathematics, • Solid decision-making skills regarding core credit responsibilities, requiring only limited guidance and oversight, • Ability to positively influence other members of Private Placement and Investments Leadership Nice to have • MBA or equivalent degree, • Strong knowledge of REITs, real estate and diversified funds, • Ability to demonstrate a combination of leadership potential and very strong credit skills, • Demonstrated willingness and ability to flex beyond core role to lead projects or process improvements Employee Benefits & Well-Being Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives. • Competitive Compensation & Total Rewards Incentives, • Comprehensive Healthcare Coverage, • Multiple 401(k) Savings Plan Options, • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!), • Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave, • Disability, Life, and Long Term Care Insurance, • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support, • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management), • Caregiver and Mental Health Support Services ADDITIONAL • At this time, Genworth will not sponsor a new applicant for employment authorization for this position. For the State of New York: The base salary pay range for this role starts at a minimum rate of $112,900 up to the maximum of $214,600. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 60% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: • Make it human. We care about the people that make up our customers, colleagues, and communities., • Make it about others. We do what's best for our customers and collaborate to drive progress., • Make it happen. We work with intention toward a common purpose and forge ways forward together., • Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Senior Alternatives Assets Analyst POSITION LOCATION Stamford, CT YOUR ROLE The Senior Analyst is an integral part of the Alternative Assets Team which is responsible for running a highly visible segment of the broader Genworth Investment Portfolio. You will be covering a subset of Fund and Co-investments across Private Equity, Infrastructure, Commercial Real Estate, Opportunistic Debt and Venture Capital. You are responsible for evaluating new investment opportunities as well as monitoring existing portfolio positions. You will be expected to be familiar with portfolio cash flow modeling while also actively participating in the Alternatives’ Asset Allocation Decisions. You will leverage our advisor, general partners and research relationships to communicate trends affecting Private Equity & Debt Markets. What you will be doing • Act as Lead Analyst on a Subset of Funds & Co-investments Across Private Equity, Infrastructure, Commercial Real Estate, Opportunistic Debt and Venture Capital, • Provide timely fund investment recommendations based on fundamental underwriting and due diligence which includes manager meetings, track record analysis and sector perspective, • Maintain Surveillance of portfolio through quarterly review of statements, attendance of annual meetings and periodic reviews of performance relative to targets, • Review and analyze transaction documents and assess strengths, risks and value of deal covenants and structure, • Establish and maintain detailed scenario analysis around co-investments during underwriting & surveillance, • Interact with Wall Street analysts and other independent sources to obtain external views on individual names or industries, • Foster relationships with our advisors, general partners, and “street” counterparties, • Provide regular updates to senior management around Quarterly Performance, Market Events and Portfolio Developments, • Collaborate with our accounting, legal and reporting teams to help improve on best practices in supporting the alternative asset program, • Teach and mentor investments associates What you bring • Bachelor’s degree in a business major or related area of study, • 5-7+ years credit or equity research experience, • Experience and demonstrated ability in analyzing corporate financial statements, • Excellent written and verbal communications skills and the with ability to synthesize research and analyses into actionable recommendations, • Solid decision-making skills regarding core equity/credit responsibilities, requiring only limited guidance and oversight, • Technically proficient with systems and strong capability with Microsoft Office (Excel, Word, PowerPoint, Outlook) suite of applications, • Strong financial modelling skills Nice to have • MBA or equivalent degree or an equivalent combination of education and related experience, • Working Knowledge of Alternative Investment Strategies (Private Equity, Infrastructure, Venture), • Previous Corporate Credit or Equity Research Experience, • Understanding of fixed income mathematics, • CFA or candidacy Employee Benefits & Well-Being Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives. • Competitive Compensation & Total Rewards Incentives, • Comprehensive Healthcare Coverage, • Multiple 401(k) Savings Plan Options, • Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!), • Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave, • Disability, Life, and Long Term Care Insurance, • Tuition Reimbursement, Student Loan Repayment and Training & Certification Support, • Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management), • Caregiver and Mental Health Support Services ADDITIONAL • At this time, Genworth will not sponsor a new applicant for employment authorization for this position For the State of New York: The base salary pay range for this role starts at a minimum rate of $112,900 up to the maximum of $214,600. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 60% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.

As a Business Planning Financial Analyst, you'll coordinate and monitor budgets, reforecast, and analyze operating expenses. WHAT OUR BUSINESS PLANNING ANALYSTS ENJOY MOST.

WWE® is an integrated media organization and the recognized global leader in sports entertainment.The company consists of a portfolio of businesses that create and deliver original content 52 weeks a year to a global audience.WWE is committed to family-friendly entertainment on its television progr

The Financial Analyst in the expense reporting unit ofFinance, is responsible for working in partnership with the Business Units andCorporate functions to record, validate, understand, and analyze our managementexpenses utilizing SAP. The Financial Analyst can expect to be involved withre-designing

SENIOR UNDERWRITER/SENIOR CREDIT ANALYST. You will provide technical and analytical guidance in gathering and analyzing financial information and interface with Senior Management to discuss underwriting and risk decisions and strategies.

Corporate Finance - Treasury Associate. Capital is looking to hire a Treasury Analyst or Associate to join the Corporate Finance team. Collaborate with Finance, Accounting, and other departments to ensure accurate financial information.

Senior Associate, CFO/F&A Technology Business Analyst Senior Associate, CFO/F&A Technology Business Analyst Senior Associate, CFO/F&A Technology Business Analyst Director of Financial Planning and Analysis Director of Financial Leadership (50-100% position) Director of Financial Pla

As a Business Planning Financial Analyst, you'll coordinate and monitor budgets, reforecast, and analyze operating expenses. You'll develop, interpret, and implement financial concepts for financial planning and control. Understanding financial models to forecast results.

The Grants and Financial Analyst will be responsible for managing an independent research portfolio of faculty members with a wide range of complex research projects. Reconcile accounts; perform accounting associated with monthly and annual close; support financial audits. Ensure completion of regul

Senior Financial Analyst will oversee forecasting, reporting, and variance analysis, as well as Capex reporting.

Job Description Hedgeye Risk Management is seeking a dynamic and intellectually curious Equity Research Analyst to join our Software sector coverage. This is a high-impact opportunity to shape the direction of a growing franchise, drive differentiated insights, and influence investment decisions across the firm. We are looking for a strategic thinker with strong analytical skills, a passion for technology, and the ability to lead research initiatives from concept to execution. You thrive in a fast-paced environment, challenge consensus, and bring a data-driven mindset to everything you do. IN THIS ROLE, YOU WILL: • Lead Hedgeye’s software research vertical, setting coverage priorities and strategic direction, • Produce high-impact, original research on public software companies, industry trends, and emerging technologies, • Build and maintain detailed financial models and valuation frameworks, • Write timely, insightful research notes and reports for institutional clients, • Represent Hedgeye in client meetings, earnings calls, and industry events, • Collaborate with sales, operations, and data science teams to enhance research delivery, • Evaluate and onboard third-party data sources to improve research depth and efficiency, • Create compelling visualizations and presentations for internal and external audiences, • Contribute to Hedgeye’s digital platforms (video, web, mobile, audio), • Bachelor’s degree required; MBA, CFA, or equivalent advanced credential preferred, • 2–4 years of experience in equity research or investment analysis, • Deep understanding of the software sector, including business models, competitive dynamics, and valuation, • Strong financial modeling skills and proficiency in Microsoft Excel, • Ability to extract key insights from data and translate them into effective visualizations, • Experience with SQL, Python (including APIs/libraries), R, or Jupyter Notebook, • Working knowledge of statistics/econometrics (e.g., regression analysis, standard deviation, probabilities), • Excellent written and verbal communication skills; able to synthesize complex information quickly and clearly, • Exceptional attention to detail and organizational skills, • Proven ability to work independently and manage multiple projects under tight deadlines, • Annual Salary: $75,000 – $125,000, commensurate with experience, • Bonus: Eligible for performance-based discretionary bonus, • Benefits: Comprehensive health, dental, and vision insurance, • Retirement: 401K plan with Roth options, • PTO: Flexible Time Off and Summer half-day Fridays We use E-Verify to confirm the identity and employment eligibility of all new hires. Please note that we do not use this information to pre-screen candidates. For detailed information on E-Verify, go to . About Hedgeye: We are a leading provider of actionable independent investment research and a premier online financial media company. At our core, we are a results-driven, constantly evolving, entrepreneurial company committed to intelligent expansion. Hedgeye is committed to unwavering Transparency, Accountability and Trust. Powered by JazzHR fOoB7Esh5v

Job Description Job Title: Multifamily Asset Management Analyst Location: Stamford, CT, in-office Company Overview: Building and Land Technology “BLT” is a premier vertically-integrated real estate firm with focuses on development and management of multifamily properties. We are committed to creating exceptional living experiences for our residents through innovative property management and development strategies. Position Overview: We are seeking a detail-oriented Multifamily Asset Management Analyst to join our team. The ideal candidate will have a strong background in real estate analysis, financial modeling, and market research. This role will support asset management, development and acquisitions within the portfolio by providing insights and analysis on multifamily properties and markets. Key Responsibilities of the Multifamily Asset Management Analyst: • Monitor, analyze, and report the financial performance of the multifamily portfolio., • Participate in the management of development projects including financial modeling, asset management, budgeting, financing, pricing, and lease-up., • Conduct financial modeling such as cash flow projections, occupancy projections, underwriting, and valuations using Microsoft Excel., • Organize and participate in the preparation and review of annual property operating budgets and business plans., • Track, maintain, and update sales and rent comparable databases., • Perform macro and micro market research, which may include site visits., • Prepare disposition memorandum for institutional counterparts., • Interface with lenders, equity partners, legal, and other third-party vendors., • Participate in property calls with partners, third-party managers, and leasing agents., • Prepare and present investment memorandums and reports to senior management and investors., • Monitor and report on the performance of existing assets, including financial performance and market conditions., • Collaborate with other members of the asset management team to develop and implement strategies to optimize property performance., • Maintain and update the database of market and property data., • Bachelor's degree in Finance, Real Estate, Economics, or a related field., • 2+ years of experience in real estate analysis, preferably in the multifamily sector., • 1+ year experience within asset management preferred., • Proficiency in financial modeling and analysis using Excel., • Strong analytical and research skills., • Excellent written and verbal communication skills., • Ability to work independently and as part of a team., • Competitive Salary with Potential for Bonus, • Medical Insurance, • Dental Insurance, • Vision Plan, • 401k Plan, • Life Insurance, • Paid Vacation, • Paid Sick Leave, • Paid Holidays, • Tuition Reimbursement PM21 Powered by JazzHR evM2lC8f06

Job Description General Description The Pricing Analyst plays an integral role in Aircastle’s business. This role evaluates the merits of acquisition, disposition, and management of aircraft deals. Responsibilities Member of the Pricing team headquartered in Stamford, CT. The essential functions of the job include but are not limited to: • Prepare pricing models to evaluate the economics of aircraft purchases, sales and remarketing, • Prepare maintenance models to evaluate the current and expected condition of aircraft and summarize the maintenance inflows, outflows and unsecured risk profiles, • Evaluate and document commercial terms, unique features and risk profiles, • Maintain comp data for all purchases, sales and remarketing transactions, • Assist pricing team with proposals, LOIs, approval documents, etc., • Develop and maintain financial models to support Aircastle’s strategic decisions, • Provide assistance with research in regard to aircraft types, airline commitments, and industry activity, • Coordinate with accounting, finance, and technical to identify efficient processes to cross-reference pricing and maintenance assumptions, • Assist accounting team with recoverability analysis, • Assist on ad-hoc projects as needed Formal Education and Certification • 2-4 years total work experience with focus on complex financial modeling / analytics, • Aviation industry experience is required, • Advanced modeling and excel skills, • Ability to evaluate and interpret lease contracts, • Ability to anticipate, identify and resolve complex financial issues, • Strong oral and communication skills, • Strong interpersonal and leadership skills and the ability to build solid relationships with colleagues and executive management

Job Description Summary: The Analyst assists the Asset Management & Acquisition team with the identification, underwriting, financing, acquisition, management and disposition of assets. Additionally, the Analyst will provide analytical support related to an existing investment portfolio on a weekly, monthly, quarterly and annual basis. The Analyst is responsible for assisting with the preparation and tracking of financial data, DCF (Discounted Cash Flow) modeling, developing investment summaries and Offering Memorandums for use (internally and externally), investor reports, media publications and company disclosure documents. Essential Duties and Responsibilities: ● Build, maintain and monitor financial models in Excel utilizing property financial statements, budgets, leases, expense information and market assumptions. ● Create investment memos for internal investment committee meetings. ● Create monthly, quarterly, and annual reports for outside investors. ● Support the underwriting, analysis, and execution of real estate acquisitions. ● Prepare and compile due diligence materials, budgets, financial models and schedules. ● Assist with the preparation of multifamily applications for financing & refinances. ● Perform market research to determine/verify a project’s economics and to verify assumptions used in models. ● Assist with physical due diligence (including review of contracts, preparing the budgets, gathering the consultants) of potential acquisitions. ● Cultivate broker relationships for market information. ● Facilitate project inspections and tours. ● Complete all OneWall University courses by the required deadline. ● Perform other related duties as assigned.

Job DescriptionTitle: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLT’s hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst: • Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks., • Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies., • Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships., • Assist in the preparation and review of property operating budgets, monthly financials, and variance reports., • Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners., • Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions., • Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction., • Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions., • Conduct market research to ensure asset positioning and competitiveness., • Perform regular on-site property inspections., • Bachelor’s degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred., • 2+ years of analytical experience with a focus in hospitality required., • Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results., • Proficiency in Microsoft Excel, Word, and PowerPoint, • Excellent organizational skills and attention to detail., • Strong written and verbal communication skills., • Proactive, strategic, and analytical mindset., • Competitive salary with potential for bonus, • Medical Insurance, • Dental Insurance, • Vision Plan, • 401(k) Plan, • Life Insurance, • Paid Vacation, • Paid Sick Leave, • Paid Holidays, • Tuition Reimbursement Powered by JazzHR ThGUb26VoH

Job Description Statistical Forecasting Analyst Location: Stamford, CT (hybrid) Job ID: 1475 We are currently working with a $2B+ business that is looking to take their demand planning / forecasting process to the next level. As part of this initiative, they are looking to add a Statistical Forecasting Analyst. Position Description: • Demand Planning / Statistical Forecasting Analyst reporting to the Director of Demand Planning., • Develop and maintain the statistical forecast models., • Participate in the monthly S&OP / consensus meetings., • Protect the financial performance of the strategic business unit by identifying potential supply chain issues., • Advise sales and marketing of variances between existing forecasts, plans and actuals. Background Required: • Highly energetic individual with at least 5 years of demand planning / stat forecasting experience., • Must have experience with advanced planning tools such as SAP IBP, Demantra, Blue Yonder, Logility, o9, Kinaxis, Anaplan, Tools Group, John Galt or similar., • Analytical capabilities leveraging tools / programming languages such as Power BI, VBA, SQL, Python or R preferred., • Bachelors required., • Proven track record of success in similar role. Miscellaneous: • Compensation: $125 – 150K + bonus., • Full benefit package including medical, dental and 401(k)., • On-site 3-4 days a week.

Job DescriptionWe are looking for a detail-oriented Financial Analyst II to join our team in Norwalk, Connecticut. In this long-term contract role, you will play a key part in managing financial operations and supporting strategic decision-making processes. This position offers a hybrid work environment, allowing for a mix of in-office and remote work. Responsibilities: • Develop comprehensive budgets, forecasts, and strategic financial plans for assigned events., • Analyze revenue and expenses against budgets and forecasts, providing detailed summaries and actionable insights., • Collaborate with event teams to ensure accurate financial reporting and identify risks or opportunities., • Review and approve purchase orders, vendor invoices, and expense reports to ensure compliance with company policies., • Prepare and reconcile general ledger accounts, journal entries, and support schedules, ensuring accuracy in all financial data., • Provide financial guidance and support to teams, including contract reviews and financial mapping for product setups., • Monitor accounts receivable, assess bad debt reserves, and assist with collections as needed., • Manage financial requirements for trade shows, including banking arrangements, cash receipt reconciliations, and on-site financial support., • Establish and promote best practices within the finance group and event teams to enhance efficiency., • Perform ad hoc financial analyses and reports to support organizational objectives.• Bachelor’s degree in finance, accounting, or a related field., • Minimum of 2 years of experience in financial analysis, including P& L management., • Proficiency in Oracle Accounting Software with 2-3 years of hands-on experience., • Strong analytical skills with the ability to interpret and present financial data., • Knowledge of accounts receivable processes and collection strategies., • Experience with general ledger account management and journal entries preparation., • Excellent communication and collaboration abilities to work effectively with cross-functional teams., • Familiarity with strategic planning and budget processes.

Job Description General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: • Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products, • Monitor existing financing structures along with other peer transactions, • Build out and maintain financial models related to financing transactions, • Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors, • Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s), • Assist with investor relations presentation materials and analysis as needed Formal Education and Certification • 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred, • Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus, • Excellent financial modeling and presentation skills (advanced Excel + PowerPoint), • Broad understanding of basic accounting and the ability to interpret financial statements, • Strong analytical skills with attention to detail, • Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner, • Team player: ability to work successfully with a variety of personalities and disciplines across the organization, • Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners., • Excellent work ethic and willingness to contribute broadly to achieve team and company objectives, • This position will not require travel.

Job Description Company Profile At Sand Cherry Associates, we excel in the design and delivery of strategic customer-centric initiatives through digitally-native, data-empowered solutions. Our client’s confidence in us is centered on exceptionally skilled, high-energy talent working with the support of the full Sand Cherry team. Finding the right match for this role is a critical aspect of continuing that success. Overview We’re seeking an analytical Business Analyst/Integration Liaison to join our team in Stamford, CT. In this role, you’ll partner with the client’s business units, specifically Finance/Accounting and Business Planning, in the day-to-day coordination and planning for a highly complex business integration. You will support success by working directly with the business units in assisting them with defining and executing their plans. This role requires on-site presence in Stamford, CT 4 days per week. All applicants must be authorized to work in the US without requiring sponsorship now or in the future. Responsibilities • Directly facilitate process for business units to obtain needed information to inform their integration planning and execution, • Lead or contribute to weekly discussions with senior leaders within designated business units to ensure successful development of integration plan, • Partner with other liaisons and business units in the identification of key dependencies and risks related to close of the transaction, • Provide ad hoc analysis as needed, specifically for Finance/Accounting and Business Planning business units Requirements • Minimum 4+ years experience in business consulting or financial analysis., • Bachelor’s degree in Finance, Accounting, Business, Engineering or related field., • Strategic thinker with the ability to distill complexity into actionable insights., • Proactive and autonomous with a strong results-oriented and goal-driven mindset, • Excellent stakeholder management and communication skills, comfortable working with internal teams, external partners, and institutional clients., • Advanced skills in crafting executive-level deliverables, including presentations, polished Excel-based analysis and concise status reports., • Must have strong, practical experience with PowerPoint, Excel and Sharepoint, • Strong attention to logical narrative and process flow, strategic coherence to business goals, and high visual presentation quality. Compensation For individuals assigned and/or hired to work in Colorado, Sand Cherry Associates is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and takes into account a wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. This is a long-term consulting engagement, with an annual range of $125k-$140k. Years of experience, level of education, geographic location, unique skills/qualifications for the specific role and potential certifications can be key factors in the final compensation for this role. Benefits Our team is unique — we are passionate about what we do. At Sand Cherry, our Consultants know they are impacting and shaping our clients’ industries. We recognize our employees for their contributions. Our culture is one of the most friendly and communicative in the consulting industry. Sand Cherry is not a top-heavy organization. We offer the opportunity to be part of a digital workforce. Discover the experience that only comes with self-responsibility in the workplace. Our team members manage their own workloads and are expected to deliver exceptional work for our clients. Professional career growth is one of our main priorities, as we affirm that investing in our Consultants and empowering our people will also deliver the best results and value for our clients.

Job Description Our client in the Lower Fairfield, CT area has an opening for a Senior Financial Analyst. The Senior Financial Analyst will collaborate with cross-functional teams to drive data-driven decision-making with regards to a recent Workday implementation. Responsibilities: • Conduct comprehensive financial analyses to support strategic decision-making and identify key business opportunities., • Develop and maintain complex financial models to project outcomes and assess performance metrics., • Perform variance analysis to evaluate financial results against budgets and forecasts., • Generate ad hoc financial reports and analyses to address specific business needs and questions., • Utilize data mining techniques to extract valuable insights and enhance financial reporting accuracy., • Collaborate with stakeholders across departments to ensure alignment on financial strategies and objectives., • Prepare detailed presentations and reports to communicate findings to senior leadership., • Monitor industry trends and incorporate relevant insights into financial planning processes., • Ensure compliance with financial policies and regulations while maintaining accuracy and reliability of data., • Analyze large datasets to identify patterns and trends that inform future financial strategies. If you are interested in this Senior Financial Analyst position, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Senior Financial Analyst-Workday" • Minimum of seven years' experience in financial analysis, • Proficiency in financial modeling and advanced analytical techniques., • Strong expertise in variance analysis and interpreting financial results., • Experience conducting ad hoc financial analyses to support business goals., • Familiarity with data mining tools and techniques for extracting actionable insights., • Excellent communication and presentation skills, with the ability to convey complex financial data clearly., • Advanced proficiency in financial software and tools- Workday and Excel, • Ability to work independently and collaboratively in a fast-paced environment.

Job DescriptionSalary: $35-$55 DOE General Overview: GoSaga is seeking a hands-on Senior Accounting Analyst to manage core accounting functions and support operational efficiency. This role requires a strong understanding of accounting principles, proficiency in QuickBooks Online, and the ability to oversee bookkeeping, payroll inputs, and financial reporting across multiple brands. The ideal candidate will maintain accurate financial records, produce timely reports, and partner with leadership on budgeting and light financial strategy. Key Responsibilities: Bookkeeping and Accounting Services: • Oversee day-to-day bookkeeping (managed in part by our virtual bookkeeper) while ensuring accuracy in accounts receivable, accounts payable, reconciliations, and month-end close., • Provide financial reports to each brand and leadership on a daily, weekly, and monthly basis., • Perform bank and credit card reconciliations., • Ensure compliance and accuracy in all financial transactions and records., • Maintain oversight of financials across GoSaga and subsidiary brands, ensuring accuracy and consistency., • Assist in preparing month-end close processes and financial statements., • Leverage technology tools, including QuickBooks Online (must-have), bill.com, banking systems, and brand POS systems Zenoti and Momence, to enhance efficiency and automate workflows., • 35 years of progressive experience in accounting, with strong QuickBooks Online expertise., • Knowledge of U.S. GAAP standards and ability to apply in day-to-day accounting tasks., • Bachelors degree in Accounting, Finance, or related field preferred (or equivalent experience)., • Proficiency with QuickBooks Online, QuickBooks Desktop, and Microsoft Excel., • Experience with accrual-based accounting and financial reporting., • Ability to manage multiple cash flows across various accounts., • Proficiency in inventory accounting and Cost of Goods Sold (COGS) calculations., • Experience with gift card accounting, including tracking, redemptions, and liability reporting., • Experience with deferred revenue and expense recognition preferred., • Strong written and verbal communication skills., • Excellent organizational and time management abilities., • Ability to work independently and maintain a high level of productivity. Join GoSagas dynamic team and contribute to a company that values innovation, efficiency, and exceptional service.

Job Description Our client has been providing IT expertise to firms of all sizes and is one of the fastest growing technology companies in Connecticut. They offer professional services and solutions consisting of data protection, cost optimization, CloudOps, workspace automation, and DevOps services. They currently need a Project Manager/Business Analyst to lead an initiative for one of their high-profile clients. This is a long-term contract opportunity, with potential conversion to a perm role. In this role, you will work directly with the CIO and CTO to establish a visionary plan and establishing strategy for bringing the company's datawarehouse back in-house from a 3rd parties. You will document and build the plan, along with establishing KPI's. for a financial services client with 12 locations Qualifications: • 5+ years in a banking or finance role as a BA, PM or Program Manager Please note: Applying to this role is an agreement to have your information entered into our database and acknowledgement that a recruiter will reach out to you either by phone, email, and/or text message regarding this and similar job opportunities. Aquinas Consulting is a woman and minority owned company headquartered in Milford, CT that provides Engineering, Information Technology (IT), and Manufacturing staffing solutions throughout the US. We take pride in 20 years of service to our clients, our hiring managers, our consultants, and our local community. Aquinas is an affirmative action, equal opportunity employer and committed to considering all qualified applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.

Job Description About the Role Gorilla Commerce is looking for a Senior Financial Data Analyst to support the Controller and broader Finance organization. This role will focus on transforming large, complex, and highly manual data into actionable insights and automated processes. While not a traditional accounting role, the ideal candidate will have a working knowledge of financial statements and business flows to contextualize data analysis. This position is perfect for someone who is detail-oriented, technically strong in data handling, and excited to help streamline reporting and decision-making across the company. What You’ll Do Data Management & Analysis • Own large, complex financial and operational datasets (NetSuite, marketplace reports, external files) and translate them into usable formats., • Build, streamline, and automate recurring data models and reporting processes to reduce manual workload., • Partner with Finance and Accounting teams to provide analytical support for key business questions (COGS allocation, SKU profitability, channel analysis, etc.)., • Support month-end and quarter-end reporting by structuring large data extracts into reconciled reporting packages., • Identify inefficiencies in current manual processes and propose/implement data-driven solutions., • Support automation initiatives that enable scalability of reporting and analysis., • Take a leading role in ad hoc data pulls and analysis to support executive decision-making., • Partner with leadership on presentations for private equity sponsors, board, and internal stakeholders., • 3–5 years of experience in data analytics, FP&A, or finance/accounting support (e-commerce/CPG preferred)., • Advanced skills in Excel (pivot tables, power queries, formulas, VBA/macros a plus)., • Experience with large dataset manipulation (NetSuite, Power BI, Toolio, SQL or similar systems)., • Strong analytical problem-solving skills; ability to work with incomplete or messy datasets., • Basic understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and business processes., • Intellectual curiosity and initiative — ability to find new ways to simplify and improve processes., • Comfortable managing multiple projects, meeting deadlines, and working independently with limited supervision. This role offers the opportunity to sit at the intersection of finance, data, and operations, giving you exposure to both technical problem solving and strategic decision-making. You’ll be a key player in driving efficiency for a high-growth, PE-backed e-commerce company. Powered by JazzHR ls76UJTiAT

Job DescriptionAbout Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023. Position Overview We seek a talented Client Services Analyst to join our Analytics Support team. The individual in this role will become an expert in Valitana’s CLO Analytics platform, providing white glove support to our clients and prospects. Helping clients maximize the platform’s potential, guide them through its features, and provide solutions for their unique needs. Responsibilities • Deliver high-quality support to Valitana’s clients and prospects via multiple channels, including web, Excel, and API integrations., • Provide effective guidance to users on leveraging Valitana’s platforms., • Create and maintain detailed video tutorials and written guides for platform features., • Analyze financial metrics and identify ways to improve data presentation., • Develop excel sheets for client-specific needs using the Valitana plugin for data integration and calculations., • Assist clients in uploading and managing data within Valitana’s platforms and build custom metrics for clients using Python, as needed.Qualifications, • 1-3+ years of professional work experience being client-facing., • Bachelor's degree in finance, business, or a related field., • The ability to comprehend complex financial concepts with general familiarity of CLOs or CMBS., • Proficiency in Excel, including advanced functions and data analysis., • Excellent verbal and written communication skills. The base salary range for this role is $60,000 to $80,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR vKGcaLixgQ

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in office / 2 days remote) Interactive Brokers seeks a motivated data professional to support its Data Governance program. The Senior Data Analyst – Compliance will be responsible for researching and documenting data lineage from a regulatory compliance perspective to support global broker-dealer reporting requirements. This is a compliance role that will work closely with the data governance team and other functions as required. Responsibilities: • Identify key data elements and create and maintain data lineage maps by collaborating with technical and business stakeholders, • Create and maintain data policies and procedures, and develop compliance solutions that satisfy relevant broker-dealer regulations, • Create source-to-destination data maps for AML reports and systems, • Support the buildout and management of the data catalog, business glossaries, and associated metadata that serve as the enterprise repository for understanding and governing information across the organization, • Design periodic and ad hoc supervisory reports and complete associated reviews, • Implement internal control enhancements and appropriately triage potential compliance matters, • Assist and coordinate responses to regulatory inquiries from U.S. and global regulators, • Draft and implement controls and perform control testing, • 5+ years of experience at a financial services company, auditor, or regulator, • 3+ years of experience performing or auditing middle- and back-office functions at a broker-dealer, investment manager, hedge fund, or bank, • Experience analyzing and documenting data flows and entity relationships (e.g., DFD, ERD), • Solid academic background with a bachelor's or master's degree in Finance, Business, Economics, Computer Science, Data Science, or Information Systems preferred, • Knowledge of information systems, software development, NLP, Python, UNIX, SQL, and databases is a plus, • Knowledge of data catalog, lineage, and data quality tools, • Fluent with MS Office tools, particularly Excel (e.g., Power Query, VBA) and Visio (e.g., UML and BPMN diagrams), • Bachelor's or master's degree in Finance, Accounting, Business, Economics, Computer Science, Data Science, or Information Systems, • Business analysis and/or project management experience, • Understanding of financial compliance data, • Exposure to U.S. and foreign regulations relevant to broker-dealers, • High comfort and fluency with computers and technology, and understanding of how technology is applied to business and regulatory problems, • Experience with Linux and SQL, • Experience with data catalog, data lineage, MDM, and/or taxonomy tools, • Working knowledge of one or more programming or scripting languages (Python, Java, JavaScript, Perl, etc.), • Self-motivated and able to handle tasks with minimal supervision, • Superb analytical and problem-solving skills, • Excellent collaboration and communication (verbal and written) skills, • Competitive salary, annual performance-based bonus, and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision coverage; company-paid medical healthcare premium, • Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP), • Paid time off and a generous parental leave policy, • Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities, and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups

Job Description Reports To: Asset Management Department: Rippowam Corporation FLSA Status: Exempt Date Adopted: July 11, 2025 Revision Dates: Position Summary The Asset Manager is a key member of the Rippowam Corporation team supporting the real estate asset management function for a varied portfolio consisting of affordable housing, mixed-income and mixed-use properties with an emphasis on capital planning activities, strategic planning and long-term maintenance initiatives. The position ensures that the owned real estate portfolio operates at optimal performance and focuses on its long-term sustainability through improvements in capital project management, preventative maintenance, and resource planning. As part of this role, the Asset Manager collaborates with Finance, Operations, Development and Asset Management. Key insights and recommendations based upon onsite observations, commissioned studies, and third-party service providers are pivotal to ensuring successful collaboration. Essential Duties and Responsibilities: Strategic Planning & Capital Oversight • Collaborate with the Director of Asset Management to develop and implement property-level and portfolio wide strategic initiatives (e.g., cost containment, sustainability, energy efficiency)., • Review, commission and implement property Capital Needs Assessments (CNAs) as necessary to maintain asset viability., • Evaluate and enhance maintenance policies and procedures to ensure cost-effective use of resources; identify areas for improvement and make recommendations., • Develop, maintain, and update annual and long-term preventative maintenance plans for the portfolio., • Create a collaborative, long-term capital improvement and operational plan for the portfolio., • Assist with the Implementation and monitoring of capital projects., • Provide technical assistance and collaboration with Finance, Development and Operations departments on capital and maintenance project initiation., • Assist with RFP development, scope of work preparation and contract drafting., • Support contract negotiations and development to ensure final contract terms and compliance., • Participate as a member of vendor selection committees for capital and maintenance project solicitations., • Partner with the Financial and Procurement Analyst to assess vendor and contract performance; recommend changes as needed., • Ensure compliance with applicable regulations, building and fire codes, and internal safety standards., • Mitigate risk to property and occupants; promote safe working and security of employees and residents., • Oversee invoicing for active capital projects, review maintenance and capital expenditures., • Collaborate with Property Management, Finance, Development and Asset Management to prepare annual in the development and review of annual budgets., • May be required to perform other related duties as required and/or assigned., • Additional asset management and other related responsibilities may be delegated as needed.Knowledge, Skills and Abilities:, • Positive and professional interpersonal skills; ability to successfully work with residents, employees, vendors, and internal stakeholders., • Strong critical thinking, multitasking and decision-making abilities., • Highly organized and results-oriented with the ability to meet multiple deadlines., • Proven financial analysis, budget planning, and project coordination knowledge and abilities., • Familiarity with building systems (Mechanical, Electrical, Plumbing); h elevators, security, utilities, . Knowledge of structural, and architectural elements is strongly preferred., • Familiar with and knowledgeable in construction activities; ability to read construction plans, and familiarity with MasterFormat Divisions by Construction Specifications Institute., • Ability to be a self-starter who thrives in a fast-paced, team-oriented environment.Minimum Education and Experience:, • Bachelor’s degree in a related field with a minimum of 5 years of direct experience in project management, property, real estate, architecture, engineering, asset or construction management,), • Budgeting and capital project experience are strongly preferred., • Familiarity with procurement and vendor contracting best practice is strongly preferred., • Professional certifications are a plus.Additional Requirements:, • An assessment may be administered to evaluate competency., • A valid driver’s license and reliable transportation to visit COC properties is mandatory., • Successfully completing a pre-employment drug test, physical exam, background check, and educational/reference verification is mandatory.Estimated Time Allocation, • 40% Asset Management, • 30% Capital Projects, • 15% Procurement, • 10% Budgets This position description lists the most significant duties of this role. However, this description is not intended to be an all-inclusive list of responsibilities, skills or working conditions associated with the position. Although it is intended to accurately reflect the activities and requirements of the position, duties may be added, deleted, or modified, as necessary. This description does not constitute a written or implied contract of employment.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Stamford. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Candidates must have a four-year degree and hold one of the following credentials: Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD), • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Job Description About Us: At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners. About This Role: As a member of the finance team, you will analyze competitive trends and support USALLIANCE’s objectives of having highly competitive and market-leading deposit products. You will collaborate closely with finance, marketing, and other technical teams to develop and implement data-driven strategies aimed at driving growth and profitability. You will play a significant role in shaping deposit product features and recommending pricing to ensure USALLIANCE delivers exceptional deposit products for its members. Key Responsibilities: • Monitor competitors and market trends to identify competitive strengths, weaknesses, and opportunities for deposit product improvement and growth., • Collaborate with cross-functional service and technical teams to implement product feature changes, focusing on target demographic needs, product feature benchmarking, service delivery, and profitability., • Analyze trends in membership growth, deposit flows, and service execution and make recommendations for deposit product or feature enhancements., • Use financial tools to measure, monitor, and forecast interest and non-interest expenses attributed to deposit products and to support planning and decision-making., • Contribute to the preparation of the monthly cash flow forecast report by analyzing and projecting deposit flows and month-end balances., • Assist in preparing monthly financial reports for senior management and the board of directors., • Must have minimum of 4 years of product analyst or related experience., • Bachelor’s degree in accounting, finance, or a related field., • Experience in financial analysis, preferably in the financial services sector., • Proven ability to extract data, build reports, and interpret results., • Analytical and problem-solving skills, with demonstrated capability to analyze complex data sets and derive actionable insights., • Communication and presentation skills, with proficiency in conveying complex information clearly and concisely., • Proficiency in financial and data analysis tools, such as Microsoft Excel. SQL is a bonus., • Familiarity with financial industry regulations and compliance standards., • Competitive salary and benefits package, • Opportunities for professional development and career growth, • Hybrid Schedule (min 3 days in office to maximize collaboration), • A collaborative and inclusive work environment, • Paid Time Off, Wellness Time & Paid Federal holidays, • 401K with 6% match EQUAL OPPORTUNITY EMPLOYER USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce. This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management. At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States. It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability. In the spirit of pay transparency, we are excited to share the base salary/hourly range for this position is $73,979.75 - $94,324.18, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package. All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.

Job Description Overview Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015. The business has grown steadily and in 2024 we completed $2.2 billion in premium written, representing our largest year on record. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Purpose and Objective The Retirement Services Pension Analyst is responsible for supporting clients from Legal & General’s U.S. Pension Risk Transfer (PRT) business. Analyst’s handle incoming processing for assigned book of business while ensuring timely customer service is provided to our annuitants. The incumbent will work collaboratively with the Analyst team and other key stakeholders. Role and Responsibilities • Support Group Annuity Contract (GAC) specific standard methodologies and procedures aligned with benefit specifications and associated plan or client requirements., • Complete all tasks timely and accurately to ensure service levels of the analyst team are upheld. Tasks include but are not limited to handling monthly payments, new payment set ups, death processing, and monthly reconciliation of files for GAC’s., • Conduct testing according to plan requirements by identifying, tracking, and reporting issues in a timely manner after GAC as been onboarded., • Review system requirements, processes, and recommendations aligned with plan requirements and promptly provide comments and feedback to Intellipen., • Execute on projects in their entirety and proactively collaborate with others, as needed, on any issues/roadblocks., • Collaborate on any issues and assist in completing any testing of new system updates and collaborate with others, as needed, on any issues., • Adhere to contracts in accordance with the plan sponsor requirements and execute annuitant certificate processing within plan guidelines., • Actively participate in team trainings to ensure understanding and adherence to evolving processes and responsibilities., • Support the continuous development and documenting of procedure manuals for any job-related processes., • Ensure all errors and issues are reported timely through risk management process., • Assist in training new employees on job functions by reviewing each core task and demonstrating how to accurately complete as needed. Qualifications · Bachelor’s Degree or equivalent work experience · 1+ year of customer service experience in financial services industry. Pension customer service or retirement plan administration experience preferred. · Strong analytical, organizational, and project management skills. · Ability to balance multiple priorities in a fast-paced environment. · Exceptional oral and written communication skills as well as presentation skills; ability to deliver information in a concise manner in various formats. · Proficiency in Microsoft Office product suite, advance Excel experience a plus. · Willingness to travel as needed for company sponsored events primarily in CT/MD area. · Ability to collaborate in team environment and partner with various departments on process advancement. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. • 10 - 25 vacation days depending on experience level and years of service, • 4 floating holidays & 2 personal days, • 10 - 15 sick days, depending on years of service, • 2 paid volunteering days, • Health benefits, including medical, dental, and vision coverage, • Supplemental health benefits and life insurance, • 6 weeks of paid parental and maternal leave, • Immediate vesting into a 401k savings plan with up to 6% company match, • 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service, • Flexible Workspace and Arrangements, • Tuition and Certification reimbursements We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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