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We are seeking a highly analytical and technically skilled.This role is focused on extracting, transforming, and analyzing large datasets to produce automated, high-impact reporting that drives financial and operational decision-making.Mine and analyze data from multiple systems (ERP, BI, production

What you’ll need to succeed as an Analyst, Financial Systems at XPO. Financial Systems Analyst focused on Oracle Fusion Cloud applications. Excellent verbal and written communication skills; experience presenting clean, organized and thorough information and data appropriate for intended audience.

Finance Business Analyst / Project Manager. We are seeking a Finance Business Analyst / Project Manager to support financial operations and lead projects that improve system efficiency and compliance.

Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. Our distributed team of more than 125

District under the supervision of the Finance Manager. The Senior Finance and Accounting Analyst will take ownership of tasks across three main areas:. Develop and maintain long-term financial planning models in collaboration with the Finance Manager.

As a member of the Strategic Finance team, our Strategic Financial Analyst Lead serves as a trusted finance business partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance analysis and reporting; prepares financial analysis and su

Financial Analyst - Global Finance Apparel/Accessories.

Join us to make a meaningful impact and thrive in a collaborative environment! Position Summary: The Senior Finance and Accounting Analyst is a key financial role, responsible for performing complex accounting, analysis, and budgeting functions for the District under the supervision of the Finance M

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Equity Research InternshipThe Equity Research Internship is a 10 week program, where research interns can work with research associates and analysts who provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Interns are part of small teams with a high level of responsibility in contributing to published research. Interns work with financial modeling and proprietary research techniques. Qualifications: • Accounting, Finance, Business, Economics, or similar majors with a minimum 3.5 GPA, • Junior in College, • Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment, • Passionate about capital markets and a desire to become highly skilled in equity research, • Strong analytical and organizational skills, • Ability to collaborate effectively within a team and work well on a self-directed basis, • Working knowledge of MS Office, specifically Word, Excel, and PowerPoint, • Proficient communication and presentation skillsDuties - Support Research Associates and Analyst(s) in:, • Making bold calls and produce actionable research for Davidson’s institutional clients, • Researching market and industry trends and company specifics to become an expert in your assigned sector, • Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the informationIn this internship, you will gain experience necessary to:, • Formulate and issue opinions and recommendations on securities and companies in one or more industry groups, • Prepare reports and statistical data for dissemination to firm clients and the investing public, • Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. Qualifications: • Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA., • Junior in college., • Excellent verbal and written communications skills., • Self-motivated, with a strong desire to excel in a challenging field., • Working knowledge of business software (especially Word, Excel and PowerPoint)., • General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.)., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Teamwork skills and strong work ethic., • Flexibility to work long hours, nights, and weekends, as needed for workflow.In this role you will:, • Research and provide presentation / research material for pitch books, memorandums, presentations and other projects, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Work on various projects to support client relations, • Support business development activities of senior investment bankers, • Monitor and update contact/deal database as needed for specific deal teams

Job Description ZGF is seeking an experienced Senior Financial Analyst to join our Portland team. The ideal candidate will play a pivotal role in financial planning, analysis, and decision support, directly contributing to the firm's financial health and strategic direction. As a Senior Financial Analyst you will… • Develop annual budgets and quarterly forecasts, ensuring alignment with the firm's strategic objectives., • Identify and implement enhancements to financial processes and systems to increase efficiency and accuracy., • Develop and maintains internal managerial reporting to support management and other internal stakeholders; identifies, designs and implements process improvements of reporting or financial modeling, • Support development of longer-term financial models with complex assumptions or relationships; coordinates with other departments to ensure model assumptions/outputs align across the organization, • Prepare information to be presented to senior management., • Present analysis and work products to stakeholders; may interact with external consultants to complete projects, • Participate in digital transformation project transition to ERP system., • 4-7 years of financial analysis experience., • 3-5 years of experience working in an architectural, engineering, construction or project-based professional services organization is highly preferred., • Bachelor's degree. MBA and/or CPA preferred., • Extensive experience building, modifying, maintaining, and reviewing financial models in Microsoft Excel. Expertise with power query required, sql and dax preferred., • Highly accurate and organized with the ability to manage numerous projects simultaneously and meet tight deadlines., • Capable of problem solving through initiative, assumption of responsibility, and resourcefulness., • Excellent written and verbal communication skills, including ability to interact effectively with management, team members, peers, and cross-functional teams., • Ability to use broad financial analysis and business knowledge to identify financial issues and opportunities to optimize financial results and to drive/influence management decisions., • Ability to work independently and in a team environment on projects with minimum daily guidance., • Creative and innovative team player with a positive approach and a focus on business issues., • Good work ethic – timely, reliable attendance, honest, dependable, conscientious, respectful, and accountable. $120,000/yr - $140,000/yr Benefits ZGF Employees Enjoy Medical, Dental and Vision coverage with a generous employer contribution, HSA with employer contribution, 401k with employer match, 4 weeks of PTO and 10 paid holidays per year, paid parental and family leave programs and a hybrid work environment. Apply With: • Cover letter ZGF Architects is committed to fostering a diverse, inclusive, and welcoming workplace. As an equal opportunity employer, we celebrate the unique qualities and perspectives that each individual brings to our team. We encourage applicants of all backgrounds, experiences, and identities to apply. Regardless of age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law, we are excited to consider qualified candidates. If you're ready to contribute to meaningful work, we invite you to submit your cover letter and resume online. Powered by JazzHR lV06EmwqSO

Job Description Riverpoint Medical in Northeast Portland is looking to hire a Financial Analyst. At Riverpoint you will be part of the process that brings great technology to Medical, Dental and Veterinary markets. We specialize in the design and manufacturing of premium medical devices. Our ingenuity can be found in our suture technologies, sports medicine fibers and anchors, surgical lighting, and special needle technologies. As a Financial Analyst you will perform a variety of tasks to ensure company objectives for cost savings, planning and analysis to improve operational efficiencies, and building/improving processes to track and provide financial details to advance the objectives set by the Executive team. Duties and Responsibilities for the position include: • Prepare a monthly reporting package that includes financial information, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and explanations of differences., • Identify financial status by comparing and analyzing actual results with plans and forecasts; Looking at current financial performance and identifying trends, • Develop financial models and provide financial forecasts, • Recommend actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials., • Provide financial modeling, financial analysis and support for new product development, long-term contracts and other ad-hoc financial projects., • Assist in preparing analysis, commentary, and presentation material for the monthly and quarterly financial review for senior management, • Maintenance and review of standard cost for materials, finished products and WIP, • Review supply chain and materials pricing, labor costs, overhead and assumptions for standard costing and budgeting., • Support capital expenditure (CapEx) planning and tracking. Help evaluate ROI, IRR, and payback for equipment, automation, and facility investments., • Monitor and analyze impacts of tariffs, freight, and global sourcing decisions on product cost and profitability., • Partner with commercial teams to evaluate pricing strategies and margin optimization by product line or customer segment. Education and Qualifications • Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus., • 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields (preferably in a manufacturing environment), • ERP experience (SAP, Oracle, NetSuite, or other manufacturing ERP systems, • Experience with BI tools a plus - Power BI, Tableau, or similar, • Strong working knowledge of Excel and financial modeling, • Excellent analytical, decision-making, and problem-solving skills. Attention to accuracy and detail required, • Knowledge of P&L, balance sheet, and cashflow analysis, • Strong verbal, written, organizational, time management and interpersonal skills We offer great benefits: Medical, Dental and Vision, Life and Accidental Death Insurance; 401(k) with company match and immediate vesting, Paid Time Off and 9 company paid holidays. We also reward our team with bonus pay such as Referral Bonus and Annual Bonus! Riverpoint Medical is committed to a diverse and inclusive workplace. Riverpoint Medical is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 2-3 years experience working in investment banking or transaction experience finance required., • Have executed at least two deals start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues.

Job Description Sue Sumrell is recruiting for a Financial Analyst for an exceptionally stable and growing organization. This company offers above standard benefits and culture! This is an in office position and requires candidates to live in the Portland metro area. Responsibilities: • Financial analysis of projects for actual to budget and forecasts, • Financial modeling to support strategic business and pipelines, • Prepare financial statements and reports in adherence to GAAP accounting standards., • Collaborate with project managers and department heads to ensure alignment on budgeting and forecasts, • Process improvement, • Assist in audits by providing accurate financial data and supporting documentation., • Develop and present financial insights to support strategic decision-making., • Ensure compliance with internal policies and external regulations, • Support continuous improvement initiatives Exceptional benefits and work culture make this a sought after position! Please contact Sue Sumrell and email your resume directly to • Proven experience in project financial analysis in a project-based environment., • Strong understanding of GAAP accounting principles and practices., • Expertise in managing analysis of % completion projects, • Proficient in financial analysis and variance reporting., • Ability to work collaboratively with cross-functional teams., • Excellent organizational skills with attention to detail and accuracy., • Proficiency in accounting software and tools., • Bachelor's degree in Accounting, Finance, or a related field. Please email your resume directly to

Job Description Are you looking for an opportunity to advance your career in wealth management and increase your investment knowledge? Coldstream Wealth Management is looking for a Portfolio Administrator to join our growing and collaborative team in NE Portland. Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged with Coldstream. In this position, you'll have the opportunity to work directly with the team's Portfolio Manager daily and participate in our firm-wide Investment Strategy Group (ISG), which makes investment decisions for Coldstream as a whole. The team has a hybrid environment with members working in office Tuesday through Thursday and allowing work from home Monday and Friday. Responsibilities will include: • Providing research and analysis to support the portfolio management team in their investment-related decisions, • Participating in ongoing monitoring and reporting regarding private investments, • Assisting in ongoing due diligence for public markets managers, • Creating and maintaining documentation regarding wealth manager investment practices, • Answering team members' questions related to the rebalancer (Tamarac) and funds' custodian-specific attributes (minimums, fees, restrictions, etc.), • Monitoring cash and yield alternatives and communicating best thinking to team, • Executing model portfolio audits and projects, • Utilizing Salesforce CRM to communicate and execute requests, • Facilitating new client setup in Tamarac, • Supporting Wealth Managers and the portfolio management team on ad hoc projects, • A Bachelor's degree in Economics, Finance, or a related field, • 1-2 years of experience as an analyst with an RIA, asset manager, or similar firm; knowledge of private investments is a plus, • High proficiency with Excel, • Strong organizational skills, detail orientation, and the ability to manage multiple priorities, • The ability to communicate effectively with a wide range of people in a professional manner, using proper grammar, tact, courtesy, and good judgment, • Experience with Bloomberg and/or Morningstar is preferred, • Experience with CRM software is a plus as is experience with Tamarac or a similar trading platform, • Intellectual curiosity and a passion for learning about investing and financial markets Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts at $70k - $80k plus an annual bonus and a generous benefits package. Licensed individuals are able to participate in our New Business Incentive program as well. As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base salary plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program, • Parking: heavily subsidized parking or transit pass, • Wellness reimbursement, • Paid sabbaticals every 10 years and anniversary bonuses every 5 years Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Mercer Island, Bellevue, Seattle, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job DescriptionDescription: Are you ready to play a pivotal role in shaping the future of billing operations at Aldrich? As a Billing Analyst, you’ll be a part of our centralized billing process, collaborating closely with partners and managers to drive efficiency, accuracy, and innovation. If you thrive in a fast-paced environment, enjoy solving complex problems, and are passionate about process improvement, Aldrich offers the platform to grow your career and contribute to our mission and vision. We’re looking for a detail-oriented professional with 3–5 years of relevant experience, preferably in a professional services firm, who excels at managing billing cycles, analyzing data, and communicating effectively across teams. Advanced Excel skills, a knack for process improvement, and a commitment to integrity and quality are essential. Why Aldrich Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Check out more about Aldrich at . Requirements: You'll Get a Chance To • Oversee the complete billing cycle for assigned partners and managers, ensuring accuracy and efficiency throughout all billing processes., • Act as a liaison between partners, managers, billing clerks, and the centralized collections team to facilitate smooth communication and workflow., • Supervise the preparation and drafting of invoices by billing clerks, ensuring timely and accurate invoicing., • Calculate monthly billing targets, track year-to-date actuals, and analyze unbilled completed work to proactively address billing delays., • Utilize data-driven insights and firm policies to provide accurate billing recommendations and support financial objectives., • Resolve internal and external billing issues, clarify billing details, and collaborate with accounts receivable to address payment delays., • Schedule and lead meetings with partners and team members to review client billing, accounts receivables, and related topics., • Monitor and analyze invoice aging reports to assist in resolving outstanding payment issues and optimize cash flow., • Identify opportunities to simplify and centralize billing processes, contributing to ongoing process improvement initiatives., • Minimum of 3–5 years of relevant billing experience, preferably within a professional services firm., • Advanced proficiency in Microsoft Excel (including pivot tables and graphs); strong skills in Word, PowerPoint, and Outlook., • Excellent written and verbal communication skills, with the ability and willingness to learn new software applications., • Solid analytical and problem-solving abilities, with strong attention to detail and organizational skills. At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes: • Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care, • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing For a full summary of our benefit offerings, check out Life at Aldrich at . What You Should Know This is a full-time, hybrid role based in our Lake Oswego office. While there is flexibility in your weekly schedule, you’ll need to be available to work onsite up to three days per week—or more if business needs require it. Some travel required to lead training and implementations. Our standard office hours are Monday through Friday, 8:00 AM to 5:00 PM. To Apply Submit your resume.

Job Description At Unitus, each employee has an opportunity to make a difference for our members. As part of our IT-Systems Solutions team, the Mortgage Systems Analyst will make significant contributions to ensure our mortgage operations run seamlessly and our members receive excellent service – the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents. This is a hybrid/remote position based out of the Unitus Business Center - Tigard, OR. While most of the work can be done from home, Unitus employees are required to live in Oregon or Washington states. Primary Duties • Administer the Empower mortgage origination system, including setup, configuration, and optimization to support the processing of mortgage applications from origination through closing. Manage system settings and user access to ensure optimal end-user experience and operational efficiency. Stay current with system releases and regulatory updates to maintain compliance and system integrity., • Serve as subject matter expert on the Empower system and mortgage loan origination processes, providing guidance to internal stakeholders including the mortgage team, operations, training, and senior leadership. Communicate technical requirements, system capabilities, limitations, and industry best practices to ensure informed decision-making across the organization., • Partner with the mortgage team and internal stakeholders to identify system configuration needs, troubleshoot operational issues, and implement solutions that support business objectives. Lead the implementation of new features, functionality, and regulatory changes. Manage vendor relationships with the system provider, including opening and tracking support tickets, escalations, and professional services requests to resolve complex issues., • Respond to and resolve incoming system tickets and requests from end users, including troubleshooting operational issues, configuring new tasks and workflows, and implementing system enhancements. Maintain service level agreements (SLAs) for incident and request resolution. Document issues, solutions, and system configurations to support knowledge management and continuous improvement.As an ideal candidate, you will have, • Minimum 3 years of direct administration and configuration experience with Empower mortgage origination software, or extensive demonstrated knowledge of the system with proven ability to quickly master complex mortgage lending platforms., • Bachelor's degree in Computer Information Systems, Business, or equivalent experience., • Experience administering mortgage origination or mortgage management systems in a financial services environment, with demonstrated expertise in system setup, configuration, and troubleshooting., • Strong background in vendor management and technical support coordination, with experience opening and managing support tickets, troubleshooting system issues, and serving as a primary point of contact with software vendors., • Knowledge of mortgage lending processes, regulatory requirements, and mortgage industry compliance considerations (such as Fannie Mae guidelines, loan origination standards, and mortgage regulatory frameworks)., • Experience managing system releases, updates, and feature implementations in a mortgage lending environment., • Experience with ServiceNow or similar ticketing systems and SLA management is preferred., • Medical + Dental + Vision, • Flexible Spending Accounts + HSA, • Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment, • Unitus recognizes 12 paid holidays per year, • 401(k) Retirement Savings, • Annual Incentives (*eligibility dependent), • Employee Assistance Plan, • Tuition Reimbursement, • Student Loan Debt Repayment, • Transit & Parking benefits Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are dedicated to a policy of non-discrimination in employment based on race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. 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.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 2-3 years experience working in investment banking or transaction experience finance required., • Have executed at least two deals start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues.

Job Description We are seeking an experienced Price Analyst II with 3-5+ years of experience in pricing analysis, market research, and strategic pricing initiatives. This mid-level role focuses on developing pricing strategies, conducting advanced market analysis, and supporting revenue optimization efforts. The ideal candidate demonstrates proven analytical expertise, strong business acumen, and the ability to translate complex pricing data into actionable business insights. Experience in Workers' Compensation pricing and analysis is required. This role is ideal for a strategic, data-driven finance professional, who values accuracy, as well as quality over quantity, and thrives in environments that demand insightful analysis and independent ownership. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: • Develop and execute comprehensive analyses to support strategic pricing decisions, • Lead competitive intelligence initiatives and market positioning analysis, • Create and maintain sophisticated pricing models including elasticity, optimization, and profitability models, • Conduct advanced statistical analysis of pricing performance and market trends, • Design and analyze price testing strategies, including A/B tests and market experiments, • Partner with Sales Executives to develop competitive pricing strategies for new business opportunities and RFP responses, • Collaborate with Account Managers on customer renewal contract negotiations, providing pricing analysis and competitive market benchmarking, • Work closely with legal teams to review and refine contract pricing terms, ensuring compliance and risk mitigation, • Lead periodic pricing model analysis and validation to maintain alignment with evolving product offerings and industry standards, • Partner extensively with product leaders and managers to understand product roadmaps, cost structures, and competitive positioning, • Perform customer lifetime value analysis and segmentation-based pricing recommendations, • Lead pricing impact assessments for product launches, promotions, and market changes, • Monitor and analyze pricing performance metrics, identifying opportunities for revenue optimization, • Develop pricing dashboards and automated reporting systems for stakeholders, • Lead cross-functional pricing projects and coordinate with multiple business units, • Support budget and forecast development with pricing assumptions and scenario analysis, • Mentor junior analysts and provide guidance on pricing methodologies and best practices, • Ensure compliance with regulatory requirements and company policies, • Additional duties as assigned KNOWLEDGE & SKILLS: • Experience with systems, platforms, and databases related to insurance industry and workers' compensation claims management, • Proven experience with pricing strategies in workers' compensation services, • Deep understanding of workers' compensation market dynamics, regulatory environment, and managed care principles, • Strong statistical quantitative analysis skills and experience with pricing model development, • Excel expertise: Advanced modeling, VBA, macros, and complex financial/pricing functions, • Power BI proficiency: Able to create dashboards, develop visualizations, and perform advanced analytics, • Salesforce CPQ proficiency: Experienced in pricing configuration, quote generation, and approval workflows, • Familiarity with SQL data lookups and database query fundamentals, • Strong business acumen and understanding of market dynamics, • Excellent presentation skills and ability to communicate complex analyses to senior management, • Demonstrated ability to lead projects and work collaboratively across functions, • Experience with Salesforce CRM analytics and reporting is highly preferred EDUCATION & EXPERIENCE: • Bachelor's degree in Business, Finance, Economics, or related field from an accredited institution, • 3-5+ years of experience in pricing analysis, market research, or revenue management, in workers' compensation is required, • Background in workers' compensation claims, medical management, or disability services is a plus PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $62,306 – $93,123 A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL: CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Remote

Job Description TITLE: Associate Business Client Advisor (Credit Analyst) REPORTS TO: Commercial Banking Team Leader FLSA: Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm SUMMARY Credit Analyst will work with one or more assigned Loan Officers on a specific portfolio, providing high level support services in the areas of credit analysis, document preparation, loan accounting and portfolio management. Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and banking regulations. ESSENTIAL DUTIES • Performs analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis. Independently researches and analyzes borrower company and industry data., • Discusses pricing and recommends loan structure with loan officer. Presents and offers creative solutions to meet the borrowing needs of our clients., • Independently prepares complete written analyses of borrowers’ financial condition and presentation materials, demonstrating full understanding of analysis results and identifying areas where clarification is required., • Assists in the review of loan documents for accuracy, completeness, and adherence to approval conditions., • Attends client meetings with loan officers. Develops relationship with borrowers establishing themselves as a reliable point of contact when the loan officer is unavailable., • Assists in loan closings, ensuring proper execution of all loan documents., • Proactively notifies clients of upcoming loan maturities, renewals, rate adjustments and other loan events, ensuring receipt of all necessary documentation to complete renewals in a timely manner., • Obtains and maintains State of Oregon Notary designation. SECONDARY DUTIES • Responds to inquiries or refers inquiries to the appropriate department or person, exhibiting the necessary follow through with clients and/or colleagues involved., • Provides direct and indirect customer service by giving advice and answers for a variety of basic to complex questions to clients and to colleagues., • Maintains all related paper file systems so that necessary documents can be found easily, and documentation is consistent and complete., • Provides back up support by preparing loan documents for signature., • Assumes responsibility for various department functions in the absence of staff members or in overload situations., • Completes assigned compliance training. Maintains compliance with Bank’s BSA/AML policies and procedures. GENERAL • Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and accepting responsibility for own actions., • Follows policies and procedures and completes administrative tasks correctly and on time., • Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas., • Performs position safely and reports potentially unsafe conditions., • Works according to established schedules, arriving on time and with a positive attitude., • Any other duties as defined by management. QUALIFICATIONS AND DEMONSTRATED ABILITIES These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor degree in finance, accounting, business administration or related field; or equivalent combination of education and experience. Work related experience should consist of finance, accounting or business management. Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to finance, accounting or business., • One (1) to three (3) years’ experience in similar capacity., • Ability to read, analyze and interpret business periodicals, professional journals and technical procedures., • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, and to speak clearly to clients, colleagues, directors and shareholders., • Excellent skills in computer terminal and personal computer operation; keyboarding, spreadsheet and specialty software programs to meet production needs of the position., • Good organizational and time management skills, to ensure maximum productivity., • Ability to operate standard office equipment such as copy and fax machines, scanner, etc., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with minimal supervision while performing duties and to handle confidential information with discretion. PHYSICAL REQUIREMENTS • Ability to sit and/or stand for extended periods of time., • Occasional walking to assist or meet with clients and staff at various locations within the Bank., • Continuous clarity of vision at 20 inches or less for normal processing of work., • Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, and maintaining files., • Occasional use of arms such as pushing/pulling to open and close drawers and cabinets., • Occasional bending and/or reaching for supplies, etc. on both low and high shelves.

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 Regional Vice President II will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help, • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals, • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client, • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience., • years of successful sales experience in financial services, • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • CFP® (Certified Financial Planning) designation preferred., • Experience using CRM systems (Salesforce preferred) and managing sales pipelines, • Experience building relationships with and understanding the needs of potential clients, • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive, • Deep understanding of financial services industry and investment management, • Passion for helping clients achieve their financial goals, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. 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 DescriptionCompany Description ForTec Medical is an industry leader, dedicated to improving patient health. Our Mission is to improve patient health and healthcare by delivering innovative surgical technologies on demand. ForTec’s commitment to excellence, integrity, and positive culture defines our organization. Join us in shaping the future of healthcare while growing your career in a supportive, mission-focused environment. What We Offer: At ForTec, caring for others starts with caring for our team. That’s why our benefits go beyond the basics: • Paid Time Off: Company-paid holidays, a floating holiday, and generous paid time off., • Health & Wellness Support: Medical, dental, vision, short- and long-term disability, life insurance, critical illness insurance, accidental injury insurance, and a Health and Wellness Program., • Future Planning: 401(k) with company match, annual profit-sharing opportunities, and free financial advising resources., • Extras That Matter: Free Teladoc account and employee assistance programs. Employee referral bonuses, tenure milestone awards, holiday bonuses, and performance-based recognition and reward opportunities.Job Description The Group Purchasing Organization (GPO) Analyst plays a critical role in supporting the National Accounts team, Sales, and Sales Operations, requiring effective teamwork with other individuals on the National Account (NA) team and field sales. The role is central to the National Accounts Program and the effective execution of our defined GPO strategy. Primary Responsibilities: • Own the internal management of GPO Rosters by preexisting knowledge of GPO’s, their relationship with Hospitals and IDN’s and their role in US Healthcare., • Regularly update rosters—weekly, monthly, or as provided by GPOs, ensuring internal systems reflect the latest roster information., • Maintain accurate parent/child relationships in both internal systems and with business partners., • Organize and store documentation related to GPO affiliations., • Serve as the main point of contact for field sales teams regarding hospital GPO affiliations., • Monitor, validate, and respond to GPO pricing load requests both internally and externally., • Track and analyze Hospital/IDN performance against elected commitments and ensure proper tiers are being accessed by Hospitals and IDNs., • Manipulate and analyze data to track the performance of Hospitals and IDNs through the use of Excel., • Provide analytics and financial reporting formats that can be utilized in PowerPoint and other digital forms and documents through the use of Power BI and other sources of internal information., • Manage workflow, timelines, and deadlines when preparing proposals, presentations, and competitive bid responses, • Manage several ongoing requests with a high degree of detail and process orientation, with a sense of urgency.Qualifications Requirements: • Bachelor’s degree in business administration, marketing, or related field preferred. High School diploma required., • 4+ years of professional work experience in an office-based, collaborative team environment. 2+ years of experience working in or around GPOs, preferably in US Healthcare., • Excellent computer skills and knowledge of Microsoft Office and CRM. Advanced and proven Excel skills, including but not limited to expertise in vLookUp, hLookUp, WhatIf, and Pivot Tables., • Up to 25% travel required with occasional overnight stays to attend training, trade shows, stakeholder meetings, company meetings, and other meetings as needed., • Ability to work well within a team environment and communicate effectively timelines and deadlines with anticipatory skill. Strong team player who wants to be on a high-impact and winning team., • Ability to work independently and complete tasks assigned with minimal supervision., • Strong analytical skills to assess, manipulate, and quantify data in Excel to understand the performance of the agreement vs commitments., • Ability to adhere to processes and enforce them with others., • Strong organizational skills with attention to detail and following processes. Excellent written, verbal, and interpersonal skills., • Function effectively in meeting deadlines and follow through, prioritizing workload and communicating with the team and manager regarding timelines., • Ability to maintain strict confidentiality of sensitive information. Additional Information All your information will be kept confidential according to EEO guidelines. The Company is an equal opportunity employer. As such, we provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, citizenship, ethnicity, national origin, age, disability, pregnancy, genetic information, sexual orientation, status as a member of the United States armed forces, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.

Job Description Job Summary This role will be responsible for providing management with high-quality, detailed and highly complex analyses to help management understand trends, identify key performance indicators (“KPI’s”) and support decision-making to better drive business results. This role will also compile and prepare reports, graphs, and charts of data developed to help analyze and illustrate forecasts and business trends. Job Duties Include: • Respond to ad-hoc requests for customized complex data/reports in a timely & flexible manner., • Key contributor on cross-functional and companywide financial analysis initiatives., • Master’s Degree in Business Administration, Accounting, Finance, or in a related field preferred., • Bachelor's Degree in Accounting or Finance, • Software and SaaS company experience is strongly preferred, • Experience working with Salesforce.com, SAP, and Adaptive Planning highly desirable, • Revenue Recognition experience highly desirable, • Business Case development, • Exposure to M&A activity

Job Description Let’s do great things, together! About Moda Founded in Oregon in 1955, Moda is proud to be a company of real people committed to quality. Today, like then, we’re focused on building a better future for healthcare. That starts by offering outstanding coverage to our members, compassionate support to our community and comprehensive benefits to our employees. It keeps going by connecting with neighbors to create healthy spaces and places, together. Moda values diversity and inclusion in our workplace. We aim to demonstrate our commitment to diversity through all our business practices and invite applications from candidates that share our commitment to this diversity. Our diverse experiences and perspectives help us become a stronger organization. Let’s be better together. Position Summary The Healthcare Data Analyst is a critical resource in our efforts to manage health care costs, improve quality, and enhance the experience of both the member and the care team, through sophisticated analysis and communication of health care data. This is a FT WFH role. Pay Range $70,579.27 - $88,224.08 annually (depending on experience). *This role may be classified as hourly (non-exempt) depending on the applicant's location. Actual pay is based on qualifications. Applicants who do not exceed the minimum qualifications will only be eligible for the low end of the pay range. Please fill out an application on our company page, linked below, to be considered for this position. Benefits: • Medical, Dental, Vision, Pharmacy, Life, & Disability, • 401K- Matching, • FSA, • Employee Assistance Program, • PTO and Company Paid Holidays Required Skills, Experience & Education: • Bachelor’s degree or equivalent experience., • Minimum 3-5 years’ experience in financial analysis or other data analysis role. Experience with health care data preferred., • Demonstrated ability to use data to influence organization strategy, workflows, or results, • Strong analytical and problem solving skills, • Strong verbal, written and interpersonal communication skills., • Experience with using data analysis tools such as SAS, SQL, Microsoft Access, Business Objects, Crystal Reports, or other similar applications., • Strong Microsoft Excel skills., • Ability to work well under pressure and with constantly shifting priorities., • Ability to project a professional image and maintain complete confidentiality. Primary Functions: • Under general supervision, performs complex research and analysis of healthcare claims, enrollment, and other related data, to report on network utilization, cost structure, and/or quality., • Combines and transforms data from multiple tables, databases, and/or systems., • Has a high level of understanding of data sources, flow, and limitations. Is able to develop reports and processes that appropriately integrate data from multiple sources., • Evaluates, writes, presents, and provides recommendations regarding healthcare utilization, quality measure, and cost containment reports., • Meets with internal customers to brainstorm what kind of information/report is needed for each situation., • Thinks creatively about how to solve a problem or meet a specific business need, given the data available., • Makes presentations to internal & external stakeholders about health care cost and utilization., • Presents data in a compelling way that highlights the opportunities at hand – whether in making comparisons to benchmarks, pointing out anomalies, displaying trends over time, or using other creative analytical tools., • Collaborates with the other members of the Analytics team to expand analytical capabilities, methods, and toolkits., • May provide guidance or expertise to less experienced analysts., • Prolong keyboard and PC work in a constant seated position. Work in excess of 40 hours per week, including evenings and occasional weekends, to meet business need. Together, we can be more. We can be better. Moda Health seeks to allow equal employment opportunities for all qualified persons without regard to race, religion, color, age, sex, sexual orientation, national origin, marital status, disability, veteran status or any other status protected by law. This is applicable to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absences, compensation, and training. For more information regarding accommodations, please direct your questions to Kristy Nehler & Danielle Baker via our email.