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Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our dynamic Reinsurance Operations team in the Life Actuarial department as a Reinsurance Analyst Senior! This is an exciting opportunity to play a vital role in leading reinsurance processes, from claims processing and treaty administration to financial reporting and audit support. You'll be responsible for managing reinsurance risk, ensuring regulatory compliance, and collaborating with business partners to drive effective decision-making. Strong critical thinking skills and excellent time management are essential as you navigate complex issues, interpret treaties, and deliver timely, accurate results. As a Reinsurance Analyst Senior, you will have the chance to lead special projects, identify process improvements, and contribute to a strong risk management framework. Plus, get ready to be part of a major initiative in 2026 as we implement a brand-new reinsurance system, offering unparalleled opportunities for professional growth and development! If you're a highly motivated individual with a passion for reinsurance and a desire to make a real impact, we encourage you to apply. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position. What you'll do: * Administers complex reinsurance, validates data, files, systems, and identifies discrepancies and related audit support. * Resolves complex issues and navigates obstacles to deliver work product. * Prepares complex reinsurance financial, management and regulatory reports. * May draft reinsurance treaties, Requests for Proposals (RFPs), and Letter of Agreement (LOAs), with the ability to negotiate terms under direct supervision. * Administers complex retention to ensure compliance with regulatory requirements, company limits, and reinsurance treaty requirements. * Demonstrates an understanding of key regulations impacting the reinsurance process. * Collaborates and maintains strong relationships with business partners and may perform in an advisory capacity to operational business leaders on matters pertaining to business initiatives or strategies. * Develops and maintains processes, procedures and tools. * Facilitates and reviews internal controls to ensure an effective and efficient reinsurance system and financial system. * Performs reinsurance transactions, analysis, reconciliations and research with knowledge of GAAP/ STAT accounting and other regulatory requirements. * Understands key regulatory implications that impact Reinsurance and resolves escalated accounting issues of a unique nature. * Leads and serves as a subject matter expert on special projects/audits related to reinsurance administration systems, legal contracts/treaties, new product launches and other initiatives. * Ensures reinsurer and compliance audit requests are completed and oversees coordination of responses to internal and external audit, and reinsurance business partners. * Serves as a resource and mentor to team members on all reinsurance related processes. * Reviews the work of less experienced team members and provides guidance and feedback when issues arise. * Proactively assists team leads and management with delegation of work, including support on escalated issues, project work, and any reinsurance trends or issues. * Approaches workload with an innovative perspective and makes recommendations to enhance efficiencies and assists in the identification of process improvement initiatives that further departmental goals and objectives. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 6 or more years of experience as an analyst. What sets you apart: * 4+ years of experience with Life Insurance and/or Annuity products. * Bachelor’s or Master’s degree in Statistics, Finance, Mathematics, Economics, or Accounting. * 4+ years of extensive experience working with Life and/or Annuity reinsurance administration. * 4+ years of the ability to read and interpret Life and/or Annuity reinsurance treaty language, and to apply it appropriately. * 4+ years of intermediate Microsoft Excel skills experience. * 2+ years of Visual Basic skills experience. * 2+ years of experience in Project Management. * 2+ years of basic knowledge of accounting. * 2+ years of basic Query, XML, and/or SQL skills. * 2+ years of experience with Oracle systems. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job DescriptionDescription Salary: $80,000-$92,000 annually (plus up to $30,000 in annual incentives based on performance) Your next big career move is here in Texas! Help shape the future of children with autism and Join our team as a BCBA! Please only apply if you a currently a BCBA registered with the BACB or about to sit for your BCBA exam. Are you ready to make a profound impact on the lives of children with autism and developmental disabilities? Look no further! Join our award-winning team at ACES and become part of a community dedicated to delivering top-tier autism services with passion and expertise. ACES offers our supervisors the flexibility and autonomy to deliver care where it's most clinically appropriate-whether that's in-center, in-home, or via telehealth-and to build schedules based on the individual needs of their clients. Why Join ACES? Compensation & Incentives: • Competitive Package: $80,000 to $92,000 annually, plus up to $30,000 in annual incentives based on performance., • Attractive Bonus Package: Up to $10,000 in sign-on and retention bonuses tailored to your location and our business needs., • Relocation Assistance: Considering a move? We offer up to $10,000 (where applicable) in relocation assistance to help make your transition smoother. This package provides a lump sum payment to cover your moving expenses, travel costs, and other support to help you settle within 10-15 miles of one of our centers., • Generous Paid Time Off: Benefit from up to 21 paid days off annually, including holidays, vacation days, and sick leave., • Comprehensive Benefits: Access medical, dental, and vision insurance within 30 days of joining, along with a 401k retirement plan, and more., • Career Growth: Explore a range of advancement opportunities, from Clinical Manager to Clinical Director and beyond., • Health and Wellness: Enjoy comprehensive medical, dental, and vision coverage, along with company-paid life insurance and financial planning assistance., • Technology Support: Receive a company-paid laptop and cellphone for enhanced productivity., • Work-Life Balance: Create your schedule to ensure a healthy balance between work and personal life., • National Recognition: ACES is the sole autism provider recognized for quality care by Aetna/CVS's Institute of Quality., • Expert Team: Join a team of over 400 Board Certified Behavior Analysts, renowned for their expertise and dedication., • Industry Accolades: In Forbes has named us one of the Best Mid-Sized Workplaces, reflecting our commitment to excellence., • Craft Tailored ABA Programs: Design, develop, and implement customized ABA programs to meet the unique needs of each child., • Collaborative Approach: Work closely with families and fellow clinicians to ensure the highest quality of care and support., • Mentorship and Supervision: Lead and guide Behavior Technicians to deliver exceptional direct services., • Data-Driven Progress Tracking: Utilize cutting-edge data collection software to evaluate and update client progress reports., • Team Collaboration: Engage with a dynamic cross-functional team committed to fulfilling ACES' mission of excellence. Qualifications What We're Looking For: • BCBA Certification: Hold a valid Board Certified Behavior Analyst certification., • LBA: Licensed Behavior Analyst in Texas or started the process of obtaining licensure., • Proven Experience: Demonstrate proficiency in developing and implementing client programs, preferably within the ABA industry., • Leadership Skills: Possess enthusiasm for training, managing, and supporting entry-level staff., • Compliance: Meet requirements for criminal background check, TB test, and immunizations. ACES is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age or covered veteran status. To find out more about how ACES uses employee data for business purposes, see our Employee Privacy Policy. If you are having any issues with submitting your application, please reach out to us directly at If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process. #lowPandoLogic. Keywords: Clinical Services Manager, Location: Plano, TX - 75023 , PL: 601575399

Job Description Butterfly Effects' Mission is to make a socially meaningful change in the lives of children and families by hiring passionate, caring people to serve children and families affected by autism. We are looking for passionate ABA Registered Behavior Technicians to teach young children affected by autism. This isn't just another place to work, it's a welcoming environment with a leadership team that champions every individual to achieve their potential. We want you to enjoy coming to work, so we dedicate ourselves to making our teams feel valued, respected, and heard. Why Work at Butterfly Effects? • Children and families are at the heart of our work, and we take care of the people who make all the difference - People like You!, • Part-time opportunity to make a full-time impact in a child's life!, • Bring calm, protection, and happiness to families and children affected by autism, • Build a rewarding and valued career with education and training support. Our treatment involves working directly with the child and the family in their natural environment (most often their home but also in schools and our centers), to teach them how to communicate, share, play, wait, and other essential skills. BE's Behavior Technician / Child Interventionist makes the session fun by teaching through play-based activities. We offer training to all staff, so they feel confident in the skills required to instruct children affected by autism. The best fit for this role is someone very outgoing, energetic, and friendly. What do you bring to the role? • Minimum of High School diploma. College course work a plus, • Registered Behavior Technician Certification, • A love and Passion for working with children, • Interest in learning, • Valid driver's license & personal vehicle, • Web Enabled Device (laptop or tablet), • At least 3 weekdays w/ same availability We believe in fair and competitive compensation. As such, we provide benefits outside of your hourly rate to give you the support and energy you need to bring your best self to your role. Our team members may be eligible for the following benefits: • Tuition Assistance, • Drive-time pay between sessions Working with clients in their natural environments may require you to lift or move approximately 50 lbs. and be able to assume and maintain a variety of postures (kneeling, squatting, sitting, standing) for extended periods of time. Who are we? Butterfly Effects has served more than 10,000 families since our inception in 2005. We have a long history of improving the lives of children and families affected by autism spectrum disorder through our family-centric applied behavior analysis (ABA) approach. Our mission is to deliver ABA treatment in partnership with families affected by autism to foster a more joyous life. A national leader in autism treatment, Butterfly Effects employs more than 100 board-certified behavior analysts (BCBA) and 800 behavior technicians. The 12 states we serve are locally managed by a regional director and team of BCBAs. Our corporate office located in Deerfield Beach, Florida is home to our leadership team and administrative staff who assist with daily operations, including client services, human resources, talent acquisition, finance, revenue cycle management, quality assurance, compliance, professional development, and professional ethics. Our butterfly logo was chosen as a symbol of love, rebirth, and metamorphosis. Together, the name and logo represent our common purpose and deep commitment to helping families create lasting change through individualized ABA therapy. For more information, please visit . #INDTX Job Posted by ApplicantPro

Job Description Job Title: Logistics Analyst Location: Plano, TX – 100% Onsite – Local candidates only Contract Period: October 7, 2024 – December 31, 2024 (Strong potential for extension or full-time hire) Hours/Week: 40 hours (Hours over 40 will be compensated at Time and a Half) Rate: $25 – $30/hr Contract Type: W2 only Scope of Services: The Logistics Analyst will play a crucial role in supporting the organization's supply chain and logistics operations. This role focuses on complex inventory management, metrics reporting, financial analysis, and interacting with various internal and external stakeholders. The ideal candidate will possess a blend of strong analytical, project management, and communication skills, with experience in handling sophisticated logistics functions. This is an onsite position based in Plano, TX, offering the opportunity to contribute to key logistics initiatives while working closely with cross-functional teams. Key Responsibilities: • Inventory Management: Oversee and manage complex inventory levels, ensuring accuracy in inventory reporting and analysis. Collaborate with internal teams to maintain optimal stock levels and minimize stockouts or overages., • Data Analysis & Metrics Reporting: Conduct detailed data analysis to identify trends, variances, and opportunities for improvement within the logistics and supply chain functions. Generate and present metrics reports to management for decision-making., • Financial Management: Support budget management activities related to logistics operations, including cost tracking, variance analysis, and financial forecasting. Ensure alignment with organizational financial objectives., • Supplier Collaboration: Engage with external supplier partners to optimize logistics processes and ensure efficient delivery of goods. Address any logistics-related issues with vendors and monitor supplier performance., • Project Management: Lead or participate in logistics-related projects, ensuring that they are completed on time and within budget. Use project management skills to drive initiatives that improve logistics efficiency and performance., • Cross-functional Collaboration: Work closely with other departments, including Operations, Finance, and Marketing, to align logistics strategies with broader organizational goals. Communicate effectively with all levels of the organization., • Problem-Solving & Process Improvement: Identify opportunities for process improvements within the logistics function. Implement creative and effective solutions to enhance productivity and reduce costs. Required Skills & Qualifications: • Bachelor’s Degree in Production & Operations Management, Finance, General Business, or a related field is preferred., • 1-5 years of experience in logistics analysis, inventory management, or supply chain management., • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) for data analysis and reporting., • Experience with SAP ECC and SAP SRM is highly preferred., • Strong analytical and financial management skills, with experience in managing complex budgets and reporting metrics., • Excellent communication and interpersonal skills, with the ability to interact effectively with internal teams and external suppliers., • Proven ability to work in a collaborative team environment, with a focus on driving results and achieving goals., • Demonstrated initiative, creativity, and problem-solving abilities in a fast-paced, dynamic environment., • Ability to manage multiple priorities and meet deadlines under pressure.

Job DescriptionCompany Description For More Open Positions Visit us at: Our Mission WOONGJIN, Inc. is a rapidly growing team who provides a range of unique, exceptional, and enhanced services to our clients. We have a strong moral code that includes the service of goodness without expectations of reward. We are motivated by the sense of responsibility and servant leadership. Benefits • Medical Insurance, • Vision Insurance, • Dental Insurance, • 401(k), • Paid Sick hoursJob Description The Logistics Transportation Pricing Analyst is responsible for analyzing current market conditions and economic trends while continuously evaluating the efficiency of surface transportation cost routes. This role requires applying various factors to create an overall cost simulation, enabling the optimization of transportation pricing strategies to ensure cost-effectiveness and efficiency across logistics operations. Transportation Data Analytics: • Conduct internal and external transportation data analysis and cost research to support carrier negotiations., • Negotiate the cost of transporting raw materials and finished goods., • Conduct internal and external RFQ data analysis and cost research for carrier sourcing., • Obtain quotes from various suppliers and negotiate price, quantity, terms, and conditions with transportation brokers/carriers., • Collaborate with the legal team to ensure compliance with all business-related conditions in transportation contracts., • Evaluate suppliers’ quotes and provide detailed assessments of cost element breakdowns., • Bachelor's degree in Accounting, Finance, Supply Chain Management, Economics, Industrial Engineering or related field., • Minimum of 3 years of experience as a Logistics Analyst or in a similar role, with proven expertise and progressively increasing responsibilities., • Proficiency in Microsoft Access and Excel, with the ability to manipulate large datasets and create complex reports., • Strong analytical skills, with the ability to interpret data and provide actionable insights to improve logistics operations., • Excellent written and verbal communication skills, with the ability to effectively convey complex information to stakeholders at all levels., • Comfortable working with tables, charts, and numbers to present findings and recommendations., • Ability to thrive in a fast-paced environment and manage multiple priorities effectively., • Strong collaboration and interpersonal skills, with the ability to work effectively in cross-functional teams., • Willingness to work additional hours outside of regularly scheduled business hours, including weekends and holidays, to meet business needs., • Excellent reporting skills are required to present reports to management or clients on bidding plans and results., • Bilingual (English/Korean) Additional Information All your information will be kept confidential according to EEO guidelines. * NO C2C *

Job DescriptionCompany Description 1 yr contract (On-site) Pay Rate: $33/hr DOE English/Korean Bilingual Required Job Description The Logistics Transportation Pricing Analyst is responsible for analyzing current market conditions and economic trends while continuously evaluating the efficiency of surface transportation cost routes. This role requires applying various factors to create an overall cost simulation, enabling the optimization of transportation pricing strategies to ensure cost-effectiveness and efficiency across logistics operations. Key Responsibilities: • Transportation Data Analytics:, • Conduct internal and external transportation data analysis and cost research to support carrier negotiations., • Simulate scenario-based cost estimations to identify the most optimal transportation solutions., • Carrier Negotiations:, • Negotiate the cost of transporting raw materials and finished goods., • Coordinate transportation activities, ensuring smooth communication and proper completion of necessary paperwork., • RFP Administration:, • Conduct internal and external RFQ data analysis and cost research for carrier sourcing., • Obtain quotes from various suppliers and negotiate price, quantity, terms, and conditions with transportation brokers/carriers., • Identify key factors to aid in price negotiations with carriers during the RFP process., • Contract Administration:, • Collaborate with the legal team to ensure compliance with all business-related conditions in transportation contracts., • Oversee the company’s internal procurement system throughout the sourcing process., • Supplier Evaluation and Comparison:, • Evaluate suppliers’ quotes and provide detailed assessments of cost element breakdowns., • Maintain quote comparisons with financial simulations and offer data-driven recommendations for selecting freight forwarders and carriersQualifications, • English/Korean Bilingual Required, • Bachelor's degree in Accounting, Finance, Supply Chain Management, Economics, Industrial Engineering or related field., • Minimum of 3 year of experience as a Logistics Analyst or in a similar role, with proven expertise and progressively increasing responsibilities., • Proficiency in Microsoft Access and Excel, with the ability to manipulate large datasets and create complex reports., • Strong analytical skills, with the ability to interpret data and provide actionable insights to improve logistics operations., • Excellent written and verbal communication skills, with the ability to effectively convey complex information to stakeholders at all levels., • Comfortable working with tables, charts, and numbers to present findings and recommendations., • Ability to thrive in a fast-paced environment and manage multiple priorities effectively., • Strong collaboration and interpersonal skills, with the ability to work effectively in cross-functional teams., • Willingness to work additional hours outside of regularly scheduled business hours, including weekends and holidays, to meet business needs. Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionSalary: About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digitalcredit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role TheAnalyst for our Client Success & Servicing department is essential to our mission of maintaining strong borrower relationships while protecting our portfolio performance. This role combines strategic negotiation skills with sophisticated problem-solving abilities to develop effective solutions for complex loan situations. You will work closely with borrowers, internal stakeholders, and cross-functional teams to ensure optimal outcomes for both our clients and the company. Key Responsibilities: Loan Servicing Operations • Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff, • Review and validate payoff figures to ensure compliance with loan documents and internal servicing standards, • Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff Client & Stakeholder Communication • Conduct outbound calls to borrowers, lenders, insurance providers, and third parties regarding payoffs, insurance requirements, account status, and servicing inquiries, • Serve as a knowledgeable point of contact for servicing-related questions, ensuring a professional and solutions-oriented borrow experience, • Document all communications and servicing actions clearly within the loan servicing system Lender-Placed Insurance (LPI) Management • Monitor insurance coverage on serviced loans to ensure compliance with loan terms, • Review lender-placed insurance rates, policies, and billing for accuracy, • Coordinate with insurance vendors and borrowers to resolve coverage gaps and policy discrepancies, • Track LPI costs and collaborate with Accounting to ensure proper posting and reconciliation Analytics & Reporting • Serve as an analyst for the Loan Servicing Team, identifying trends, risks, and opportunities within the servicing portfolio, • Prepare and maintain servicing reports related to payoffs, insurance, delinquency indicators, and servicing exceptions, • Support reporting requests from leadership and cross-functional teams Cross-Functional Collaboration: • Partner closely with the Accounting team to reconcile loan balances, payoff transactions, and borrower payments, • Assist in process improvement initiatives to enhance servicing efficiency, accuracy, and borrower satisfaction Required Skills & Qualifications: • Bachelor's degree preferred; equivalent combination of education and experience considered, • 2-5 years of experience in mortgage servicing, collections, or related financial services role preferred, • Demonstrated success in negotiation and relationship management, • Working knowledge of payoff calculations, escrow/insurance practices, and servicing systems, • Excellent verbal and written communication skills, including comfort with outbound calls, • Strong analytical and problem-solving skills with exceptional attention to detail, • Proficiency in loan servicing platforms, CRM systems, and Microsoft Excel, • Ability to manage multiple priorities in a fast-paced environment while meeting deadlines Compensation & Benefits: Crebridprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements AtCrebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visitcrebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary GoodLeap is seeking a Senior Salesforce Developer to support the ongoing enhancement of GoodLeap’s Salesforce platform. Sitting together on the Consumer Solutions and Mortgage Sales squad, this role will support either Mortgage Sales or Consumer Solutions enhancements respectively. Salesforce developers on our team work closely with the Solution Analyst, Engineering Manager, peer developers, and peer technology teams to design, develop, and deploy new or enhanced functionality across two instances of Salesforce. The person in this role will develop solutions using a mix of custom code and low-code development, utilizing declarative tools when possible. Engineers who fit our team take ownership of their work end to end, are highly curious, very engaged, and work to continuously hone their skills and continue learning. This is a hybrid role reporting one day a week into the nearest tech hub. Essential Job Duties and Responsibilities • Serve as one of the developers for two Salesforce environments supporting 1000+ users (Service Cloud, Sales Cloud, Financial Services Cloud, Experience Cloud), • Develop & implement Technical Designs for development projects using a combination of out of the box features and custom code., • Architect enhancements to data model and data flow., • Build custom apps and objects, flows, custom views, and other content of intermediate complexity., • Continually assess the impact of new requirements on Salesforce and on all upstream and downstream applications, systems and processes., • Complete evaluation, scope and deployment of new development requests, using APEX code, Visualforce, LWC, Aura, Data Cloud, Agentforce, Omnistudio, and Experience Cloud portal., • Collaborate with developer team members by participating in refinement sessions, technical discussions, and independently performing code reviews., • Observe health of services, perform system audits, prepare for upgrades, manages data feeds and other integrations as applicable., • Act as the liaison between our users, vendors and the application development teams; Works independently and collaboratively alongside the Solution Analyst and Engineering team members.Required Skills, Knowledge and Abilities, • Minimum 8+ years of experience as a Salesforce Developer, including proven experience performing as a Senior Developer, • Salesforce Platform Developer 1 Certified required, • Advanced experience with low-code Salesforce capabilities, • Proficient with Salesforce Lightning Design System, Apex, LWC, Visualforce,, • SOQL/SQL, and JavaScript, • Experience developing and managing API Integrations, MuleSoft experience desired, • Experience with Git, Github, and CI/CD, • A demonstrated ability to understand and articulate requirements, • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards, • Proactive, creative and analytical thinker with strong problem-solving skills with a bias toward action, • Must demonstrate exceptional verbal and written communication skills and ability to communicate effectively at all levels of the organization, • Ability to coordinate work with geographically dispersed project team – Zoom/ Slack/ Email connectivity & presence balanced with the ability to get things done is required., • Proven ability to design and implement new processes and facilitate user adoption, • Experience working with large data sets and bulkification, • Previous experience working in a SCRUM or agile environmentPreferred Qualifications, • Hands-on experience with Financial Service Cloud, • Experience with Agentforce, Data Cloud, MuleSoft, and Omnistudio capabilities, • Background in green energy, financial services, mortgage, or payment solutions, • Additional Salesforce certifications e.g. Certified Agentforce, Salesforce, • Administrator, Certified Javascript Developer preferred

Job DescriptionData AnalystLocation: Plano, TXPosition SummaryThe Data Analyst serves as the key interface between business and operations, providing analytical support for day-to-day operational performance. This role gathers and analyzes data from across the organization and translates complex findings into clear, actionable insights for stakeholders at all levels.The ideal candidate will build and maintain data models, evaluate business processes, monitor data quality, and perform detailed research and statistical analysis to improve operational efficiency and performance outcomes. This position works under limited supervision and requires strong initiative and independent judgment.Key Responsibilities • Collaborate with internal and external stakeholders to understand business requirements and translate them into analytical solutions, • Analyze transactional, financial, operational, and customer account data to support business decision-making, • Identify trends, anomalies, and data quality issues across large and complex datasets, • Develop and maintain dashboards, reports, and data visualizations for executives and operational teams, • Apply statistical methods and analytical techniques to evaluate business performance, • Convert complex datasets into clear, business-friendly insights and executive summaries, • Perform root cause analysis on operational issues, system defects, and performance irregularities, • Validate data accuracy by identifying gaps, inconsistencies, and redundancies across source systems, • Extract, integrate, and manage data from CRM systems, databases, and operational platforms, • Document findings, methodologies, and recommendations in technical and non-technical formats, • Support forecasting, planning initiatives, and performance improvement projects, • Troubleshoot data, system, and process-related issues in coordination with technology and operations teamsQualifications, • Self-starter with the ability to work independently in a fast-paced, high-pressure environment, • Strong analytical, troubleshooting, and problem-solving skills, • Excellent written and verbal communication skills, including the ability to present findings to senior leadership, • Ability to prioritize tasks and support multiple department managersTechnical Skills, • Advanced proficiency in Excel, Power BI, and SQL, • Intermediate proficiency in Word, PowerPoint, and other Microsoft Office applications (Visio, Access), • Strong understanding of data modeling, statistical analysis, and reporting techniques, • Experience or exposure to AI/ML concepts (predictive analytics, anomaly detection, pattern recognition) is a plusEducation & Experience, • Bachelor’s degree in Business, Economics, Finance, Accounting, Information Systems, or related field (or significant progress toward degree), • 3–4 years of experience in data analysis, reporting, research, or analytical design workWork Environment, • Office-based role requiring extensive computer use, • Occasional standing, walking, and lifting up to 20 pounds, • Moderate noise level typical of a professional office setting

Job Description At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge. Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity. We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day. At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions. Summary We have an exceptional opportunity for the right individual as an Analyst, supporting a team specializing in tenant representation brokerage with global portfolios consisting of industrial and office assets. Essential duties and responsibilities • Extensive interaction with existing clients in support of Senior Brokers in account management activities, • Detailed financial analysis of client’s real estate portfolios and individual transactions, • Market research and analysis globally, with a concentration in North America, • Utilization of real estate dashboard technology and labor analytics, • Preparation of presentation materials for clients and prospective clients, • Ad hoc administrative functions related to business operations, • Outstanding work ethic and commitment to individual and organizational success, • Exemplary business ethics, professionalism, and integrity, • The ability to effectively conduct research with attention to detail, and the overall business acumen to assemble details into a big picture view, • A desire to work within a performance-based environment, as evidenced by your ability to self-direct and take ownership of your personal development, • True commitment to creating long-term partnerships with our client partners, • Strong organizational skills and the ability to manage multiple tasks and priorities simultaneously in a fast-paced environment, • The ability to work both independently and also as part of a team, • BBA in Finance, Real Estate, or related business or economics field preferred, • Real Estate License (or actively working toward obtaining Real Estate License), • Past experience or genuine interest in commercial real estate, • Demonstrated ability to achieve goals, • Flexibility to travel as business opportunities dictate Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary. Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. Job Type: Full-time About Cresa Global, Inc. Cresa is the world's largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions. Delivered across every industry, its services include Consulting, Facilities Management, Global Portfolio Solutions, Capital Markets / Strategies, Lease Administration, Location Strategy & Economic Development Incentives, Project Management, Transaction Management and Workplace Intelligence. With over 1000 employees in more than 80 offices globally, Cresa partners with occupiers everywhere. For more information, please visit cresa.com

Job DescriptionASSET MANAGER COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United States, along with investments in distressed debt and ground leases. The Company is vertically integrated, with offices in Los Angeles, San Francisco, Seattle, Riverside, Phoenix, Dallas, and Houston, and is able to acquire and close transactions without the need for lengthy due diligence periods. Our 30-year track-record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy seller needs in a highly competitive market. Today, the Company owns and operates approximately 10M square feet across 18 states. POSITION The Asset Manager will be primarily responsible for overseeing the operations of assets in Dallas along with participating in future acquisitions the Company may be considering. The successful candidate will have worked in a principal-based environment with an investor acumen approach to maximizing cash flow and increasing value. Demonstrated experience in managing retail leasing teams and understanding tenant mix along with representing the Company in a ‘front facing’ role within the community is integral. The role is highly visible, both internally and externally, requiring skills and experience in leadership, management, and communication. LOCATION Dallas, TX (with potential travel to Austin, TX) REPORTING Executive Managing Director of Operations and President RESPONSIBILITIES • Maximize the total return through implementing operational efficiencies and identifying value-add and revenue enhancement strategies., • Work closely with third party property managers, leasing agents, brokers, consultants, and attorneys to provide direction for, and oversight of, business plans, annual budgets, lease analysis and approvals., • Actively participate in the negotiation of new leases and renewals both in-house and through third party leasing brokers., • Perform routine property inspections to ensure property and vacant suites are show-ready., • Maintain and expand relationships with our existing tenants and develop relationships with new prospective tenants., • Prepare monthly, quarterly, and annual portfolio reporting for review by the company’s senior management team., • Negotiate third party contracts and oversee implementation of capital improvement and ‘value-add' projects., • Work with the financial analyst staff to perform valuations on a quarterly and annual basis., • Manage the capital improvement strategies and processes, including oversight of construction management activities., • Perform ad-hoc analysis of potential issues while developing strategies to manage conflicts., • Monitor regional economic and investment trends to identify changes that could impact real estate values and strategy., • BA/BS degree in finance, real estate or related field with a strong record of academic achievement; graduate degree preferred., • The candidate will likely have had a minimum of 7-10+ years of commercial real estate asset management, principal-based leasing, and / or related experience with a strong background in urban retail centers., • Experienced in financial analysis, understanding of asset level financial statements, and possess a demonstrated level of experience in lease management and metrics for retail assets., • Knowledge of real estate accounting combined with strong analytical skills., • Knowledge of design and construction process., • Experienced in Yardi, MS Office 365 (MS Teams & other applications), MS Excel, Argus is a plus., • Must be highly organized, detail oriented, and able to manage multiple and concurrent projects to achieve goals., • Comfortable in a collaborative team-oriented environment., • Exceptional communication and interpersonal skills. We offer an excellent compensation package along with a chance to grow and develop with a well-capitalized, privately held, entrepreneurial investment group understanding that it is not just a job, but a career. For immediate consideration please submit your resume with salary requirements. Resumes submitted with salary requirements will be considered a priority. Powered by JazzHR OekpnS6uFI

Job Description Position Summary: The Credit Administration Officer position is responsible for the credit monitoring of loans which includes clearing exceptions, borrowing base monitoring and covenant monitoring, managing ticklers and covenants, and imaging documents into the bank’s core system. The CAO is also responsible for pulling background checks on potential new borrowers and assisting the Monitoring Manager with training new Monitoring personnel. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Monitors loans for compliance with loan covenants. This function includes reviewing financial covenants for accuracy, clearing exceptions, and imaging the files into the core system., • Monitors loans with borrowing base requirements. This function includes reviewing account receivable aging’s and borrowing base certificates, processing loan availability forms, and tracking compliance in the bank’s monitoring system., • Manages ticklers and covenants within the bank’s monitoring system for new, renewed, and closed loans; and clears credit exceptions in the system. This function includes reading and understanding executed loan documents., • Create borrowing base certificate and certificate of compliance templates based on the executed loan agreements., • Images credit documents to the bank’s core system., • Pull background checks on potential new borrowers and report negative findings to the Regional Credit Officer., • Assists in training new Monitoring personnel., • Conducts loan reviews as requested by the Chief Credit Officer., • Mentor to the Credit Analyst team as needed and available to answer credit related questions involving commercial underwriting., • Communicates with the Loan Officers, Lending Assistants, and other Credit personnel as needed on credit related items., • Assists the Credit Department with various projects as needed., • Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions., • Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities., • Performs all other duties as assigned. Supervisory Responsibility: The position has no supervisory responsibilities. Position Type: This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: Minimal travel is expected for this position. Occasionally this person may have to travel to other bank locations for the training of credit analysts. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: • Bachelor’s degree from an accredited 4-year college or university preferred; and more than 2 years of related experience and/or training at a financial institution in the credit administration department; or the equivalent combination of education and experience. Work related experience should consist of a financial institution credit department background. Educational experience, through formal school or financial industry related curriculum, should be business or financial industry related., • Minimum of 2 years of experience in credit underwriting., • Intermediate skills in computer terminal and personal computer operation, with advanced use of Excel., • Minimum 2 years’ experience with FIS system preferred., • Effective verbal, written and interpersonal communication skills., • Demonstrates the ability to multitask effectively and accurately as well as extremely detail oriented, • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations., • Effective organizational and time management skills., • Ability to work independently., • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary GoodLeap is seeking two Salesforce Developers to support the ongoing enhancement of GoodLeap’s Salesforce platform. Sitting together on the Consumer Solutions and Mortgage Sales squad, this role will support either Mortgage Sales or Consumer Solutions enhancements respectively. Salesforce developers on our team work closely with the Solution Analyst, Engineering Manager, peer developers, and peer technology teams to design, develop, and deploy new or enhanced functionality across two instances of Salesforce. The person in this role will develop solutions using a mix of custom code and low-code development, utilizing declarative tools when possible. Engineers who fit our team take ownership of their work end to end, are highly curious, very engaged, and work to continuously hone their skills and continue learning. This is a hybrid role reporting one day a week into the nearest tech hub. Essential Job Duties and Responsibilities • Serve as one of the developers for two Salesforce environments supporting 1000+ users (Service Cloud, Sales Cloud, Financial Services Cloud, Experience Cloud), • Develop & implement Technical Designs for development projects using a combination of out of the box features and custom code., • Architect enhancements to data model and data flow., • Build custom apps and objects, flows, custom views, and other content of intermediate complexity., • Continually assess the impact of new requirements on Salesforce and on all upstream and downstream applications, systems and processes., • Complete evaluation, scope and deployment of new development requests, using APEX code, Visualforce, LWC, Aura, Data Cloud, Agentforce, Omnistudio, and Experience Cloud portal., • Collaborate with developer team members by participating in refinement sessions, technical discussions, and independently performing code reviews., • Observe health of services, perform system audits, prepare for upgrades, manages data feeds and other integrations as applicable., • Act as the liaison between our users, vendors and the application development teams; Works independently and collaboratively alongside the Solution Analyst and Engineering team members.Required Skills, Knowledge and Abilities, • Minimum 5 years of experience as a Salesforce Developer, • Salesforce Platform Developer 1 Certified required, • Advanced experience with low-code Salesforce capabilities, • Proficient with Salesforce Lightning Design System, Apex, LWC, Visualforce,, • SOQL/SQL, and JavaScript, • Experience developing and managing API Integrations, MuleSoft experience desired, • Experience with Git, Github, and CI/CD, • A demonstrated ability to understand and articulate requirements, • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards, • Proactive, creative and analytical thinker with strong problem-solving skills with a bias toward action, • Must demonstrate exceptional verbal and written communication skills and ability to communicate effectively at all levels of the organization, • Ability to coordinate work with geographically dispersed project team – Zoom/ Slack/ Email connectivity & presence balanced with the ability to get things done is required., • Proven ability to design and implement new processes and facilitate user adoption, • Experience working with large data sets and bulkification, • Previous experience working in a SCRUM or agile environmentPreferred Qualifications, • Hands-on experience with Financial Service Cloud, • Experience with Agentforce, Data Cloud, MuleSoft, and Omnistudio capabilities, • Background in green energy, financial services, mortgage, or payment solutions, • Additional Salesforce certifications e.g. Certified Agentforce, Salesforce, • Administrator, Certified Javascript Developer preferred

Job Description At Armor, we are committed to making a meaningful difference in securing cyberspace. Our vision is to be the trusted protector and de facto standard that cloud-centric customers entrust with their risk. We strive to continuously evolve to be the best partner of choice, breaking norms and tirelessly innovating to stay ahead of evolving cyber threats and reshaping how we deliver customer outcomes. We are passionate about making a positive impact in the world, and we’re looking for a highly skilled and experienced talent to join our dynamic team. Armor has unique offerings to the market so customers can a) understand their risk b) leverage Armor to co-manage their risk or c) completely outsource their risk to Armor. Learn more at: WORK LOCATION & SCHEDULE: • Plano, Texas: Hybrid schedule with mandatory in-office days on Tuesday, Wednesday, and Thursday. Armor is seeking an Incident Response Consultant to provide security consultation and incident response services to our managed security customers. This is an in-office position based at one of our SOC locations. This position consults with customers on security events, analyzes threats using professional judgment, and provides recommendations on detection, response, and remediation strategies. Working directly with customers across diverse environments, this role delivers expert guidance through the incident response lifecycle. Essential Duties and Responsibilities (Additional duties may be assigned as required) • Consult with customers on security events, providing analysis and recommendations for response actions tailored to their environment., • Analyze security data across SIEM, EDR, and cloud platforms to identify threats and advise on appropriate countermeasures., • Provide guidance to customers through the incident response lifecycle based on NIST 800-53 and SANS best practices., • Investigate potential compromises and recommend remediation strategies appropriate to customer risk tolerance and business requirements., • Advise customers on security best practices, control improvements, and risk mitigation approaches., • Analyze emerging threats and vulnerabilities; provide recommendations on defensive measures., • Document findings, recommendations, and consultation outcomes for customer delivery., • Linux and Windows Server administration fundamentals., • Familiarity with cloud platforms (Azure, AWS, GCP) and their security services., • Working knowledge of security tools: EDR, SIEM (Sentinel, Splunk, etc.), SOAR, and threat intelligence platforms., • Understanding of networking fundamentals, TCP/IP, and common attack techniques., • Ability to read and modify code (Python, PowerShell, KQL) for analysis and automation., • Working knowledge of git version control including branching, commits, and pull request workflows., • Proficiency with AI-assisted tools (Claude Code, GitHub Copilot, or equivalent) for accelerating security analysis and task automation., • Understanding of AI/LLM security risks including prompt injection, data leakage, and model limitations., • Ability to critically evaluate AI-generated outputs for accuracy and security implications., • Willingness to adopt agentic AI workflows and AI-augmented tooling as part of daily security operations., • Analytical mindset with ability to identify indicators of compromise and correlate events across data sources., • Strong communication skills with ability to convey technical concepts to diverse audiences., • Customer-focused with professional consulting demeanor. EDUCATION AND/OR EXPERIENCE • 1-3 years of experience in security operations, incident response, or security consulting. Prior SOC analyst or IR experience preferred., • Required certifications within 12 months: Microsoft Azure Security Technologies (AZ-500), Microsoft Security Operations Analyst (SC-200), Microsoft Identity and Access Administrator (SC-300)., • Certifications preferred: Security+, CySA+, CEH. ARMOR CORE VALUES • Commitment to Growth: A growth mindset that encourages continuous learning and improvement with adaptability in the face of challenges., • Integrity Always: Sustain trust through transparency + honesty in all actions and interactions regardless of circumstances., • Empathy In Action: Active understanding, compassion and support to the needs of others through genuine connection., • Immediate Impact: Taking initiative with swift, informed actions to deliver positive outcomes. Armor Offers A Strong Total Rewards Package Designed To Support Employees’ Health, Well-Being, And Financial Future. U.S. Team Members Enjoy Comprehensive Benefits Including Medical, Dental, And Vision Insurance, Life And Disability Coverage, Paid Time Off, And Professional Development Support. The Company’s Retirement Plan Includes A 401(K) With Employer Matching Contributions, Helping Employees Build Long-Term Savings As Part Of Their Financial Planning. Many Roles Also Offer Tuition Reimbursement And Work-Life Balance Perks Like Flexible Schedules And Remote Work Options. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually low to moderate. The work environment can be either in an office setting or remotely from anywhere. Equal opportunity employer - it is the policy of the company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other consideration protected by federal, state or local laws.

Job DescriptionSalary: Company Overview Plutus Health Inc is a high-growth, tech-enabled Revenue Cycle Management company serving 1,000+ healthcare providers nationwide. Recognition & Growth • Inc 5000 honoree 2 consecutive years recognized for rapid revenue growth, • SMU Cox 100 - 3 consecutive years (fastest-growing Dallas companies), • Proven scalability: Built on proprietary technology + dedicated global teams Dual-Brand Portfolio • Plutus Health (Primary): Tech-enabled RCM outsourcing serving multi-specialty practices, behavioral health, and specialty providers across medical billing, coding, denial management, AR optimization, • Artemis ABA: Practice management SaaS platform for ABA therapy providers What Makes Us Different • Technology-first approach: Proprietary workflows, AI-powered automation, real-time analytics, • Vertical expertise: Deep specialization in behavioral health, ABA therapy, ASC billing, • Global delivery advantage: Round the clock support with cost savings, • KPI driven pricing model, • Rapid growth trajectory: Expanding client base, geographic footprint, and service capabilities Position Summary Enterprise B2B Marketing Leader driving aggressive growth strategy Report directly to CEO. Own complete marketing function for both RCM services + SaaS software. Build scalable marketing engine that accelerates pipeline growth, drives enterprise client acquisition, and positions Plutus Health as a market leader in tech-enabled RCM. CRITICAL REQUIREMENTS (Must Have) Enterprise ABM Experience • 10+ years B2B marketing leadership targeting healthcare enterprises, • Proven ABM program success with measurable pipeline, • Built and executed multi-touch ABM campaigns targeting C-suite + clinical decision-makers, • Experience with 12 month enterprise sales cycles involving 5-10 stakeholders, • Track record of 30%+ improvement in sales cycle velocity through ABM Healthcare Industry Expertise • RCM outsourcing services marketing (medical billing, coding, denial management), • Healthcare SaaS go-to-market experience (EMR/EHR, practice management, billing software), • Deep understanding of healthcare buyer personas: CFOs, CEO, PE backed board, • Experience marketing to CFOs and PE-backed healthcare organizations: Ability to create ROI-focused messaging that resonates with financial decision-makers and boards focused on EBITDA improvement, operational efficiency, and portfolio optimization, • Knowledge of HIPAA compliance in marketing operations, • Experience marketing to: Multi-specialty practices, ABA therapy providers, behavioral health clinics, PE portfolio companies Digital Marketing Mastery • HubSpot expert: Deep experience building workflows, lead scoring, attribution reporting, and marketing automation in HubSpot Marketing Hub, • Full-funnel digital strategy: SEO, SEM, LinkedIn, programmatic display, retargeting, • Marketing automation expertise (HubSpot, Marketo, Pardot), • Intent data platforms (6sense, ZoomInfo, Bombora), • Account-based advertising and personalization (Demandbase, Terminus, Mutiny) AI-Powered Marketing Innovation • Leverage AI for scale and efficiency: Experience using generative AI for content creation, personalization, campaign optimization, • Marketing automation with AI: Implementing predictive lead scoring, AI-driven email optimization, chatbots for lead qualification, dynamic website personalization, • Proven track record reducing content creation time by 40%+ while maintaining quality through AI tools Brand & Market Leadership • Trade show and event strategy: HFMA, CASP, BHB, ASCA conferences - booth design, sponsorships, ROI tracking, • Brand positioning and messaging: Competitive differentiation against market leaders, • Thought leadership programs: Whitepapers, industry reports, research studies, executive briefings, • Customer engagement: User conferences, customer advisory boards, reference programs, success stories, • Analyst relations: Engaging KLAS, Black Book, Gartner to build market credibility Execution Excellence • Built marketing function from scratch at growth-stage company ($50M-$100M revenue), • Managed marketing budgets $ 3M+ with strong ROI discipline, • Led teams of 5-10+ (internal + agencies), • Proven content creation engine: case studies, whitepapers, video, webinars STRONG PLUS (Differentiators) Industry Experience • Global delivery model marketing experience, • ABA/behavioral health/ASC market knowledge, • PE-backed healthcare company marketing experience, • Marketing engagement with healthcare CFOs, COOs, and PE portfolio company boards, • Competitive intelligence experience Technical Capabilities • HubSpot certifications (Marketing Software, Inbound, Revenue Operations), • AI marketing tools: ChatGPT, Claude, Jasper, Copy.ai, Drift AI, 6sense AI, • Predictive analytics and propensity modeling, • Marketing data warehouse architecture, • API integrations and martech stack optimization Strategic Skills • Market research and analyst relations (KLAS, Black Book, Gartger), • Key Opinion Leader (KOL) development programs, • Partner/channel marketing experience, • PE firm relationship building and portfolio company targeting KEY RESPONSIBILITIES Strategic Planning (25%) • Own revenue contribution target through marketing-sourced pipeline, • Develop integrated marketing strategy across services (Plutus) + software (Artemis), • Build ICP definitions and account selection criteria for ABM programs, • Create competitive positioning, • Design and execute tiered ABM programs, • Target named enterprise accounts with customized campaigns, • Develop CFO-focused value propositions: Create financial models, ROI calculators, and EBITDA impact analyses for PE-backed organizations Brand, Events & Market Presence (25%) • Plan and execute major healthcare conferences annually, • Target PE firm events and healthcare investment conferences: Build relationships with PE firms managing healthcare portfolios, • Launch annual customer conference, • Create customer advisory board, • Produce whitepapers annually on RCM trends, ABA therapy outcomes, industry benchmarks, CFO-focused content on revenue optimization and cost reduction, • Engage KLAS, Black Book, Gartner for vendor evaluations and rankings, • Build PR strategy and media coverage in healthcare trade publications Demand Generation (35%) • Generate marketing-qualified accounts (MQAs), • Drive company pipeline from marketing sources, • Execute LinkedIn ABM campaigns, • Build SEM strategy capturing high-intent search traffic (, • Create vertical-specific content for multi-specialty practices, behavioral health, ABA therapy, • Develop board-ready materials: Executive summaries, financial impact assessments, implementation roadmaps, • Optimize conversion funnels, • Implement AI-powered lead scoring, email optimization, and dynamic content personalization Sales Enablement & Team (15%) • Create account-specific microsites and personalized landing pages, • Develop competitive battlecards and sales presentation decks, • Build CFO-specific sales tools: ROI models, total cost of ownership analyses, payback period calculators, • Weekly pipeline reviews with sales leadership, • Recruit and manage 3-5 person team (demand gen, content, digital, operations, events), • Build real-time dashboards tracking account engagement, pipeline, revenue QUALIFICATIONS Education & Experience • Bachelor's degree in Marketing, Business, Communications (required), • MBA or healthcare-related advanced degree (strongly preferred), • 10+ years B2B healthcare marketing leadership, • 5+ years enterprise ABM program management, • 3+ years RCM or healthcare SaaS marketing, • Experience selling to CFOs and PE-backed healthcare organizations Technical Skills • HubSpot: Marketing Hub expert (workflows, lead scoring, attribution reporting), • AI Tools: Generative AI for content, predictive analytics, marketing automation, • LinkedIn Campaign Manager + Sales Navigator, • Google Analytics 4, Google Ads, Tag Manager, • ABM platforms: Demandbase, 6sense, or Terminus, • Intent data: ZoomInfo, Bombora, Clearbit, • Analytics: Tableau, Looker, or Power BI, • Financial modeling tools for ROI/TCO analysis Leadership Competencies • Data-driven decision making with metrics obsession, • Financial acumen: Ability to speak CFO language - EBITDA, cash flow, ROI, payback periods, • Cross-functional collaboration between marketing, sales, product, operations, • Healthcare expertise: RCM workflows, HIPAA, healthcare buying committees, • C-suite engagement skills: Comfortable presenting to boards and executive teams, • Execution speed: bias for action, comfortable with ambiguity, • Strategic + tactical: 3-year vision while executing daily campaigns WORKING STYLE & CULTURE FIT You'll thrive here if you: • Move fast: High-growth environment; execution speed critical, • Love data: Every decision backed by metrics; live in dashboards, • Direct communication: CEO prefers bullet points, quick decisions, minimal fluff, • Speak CFO: Comfortable translating marketing into financial impact, • Entrepreneurial: Comfortable building from ground up; minimal bureaucracy, • Results-oriented: Measured on pipeline and revenue, not activities, • Hands-on: Not afraid to build workflows yourself while managing the team WHY JOIN PLUTUS HEALTH? • Momentum: Inc 5000 + SMU Cox 100 (3 years) = proven growth trajectory, • Impact: Build marketing function from ground up at critical inflection point, • Growth Market: Healthcare RCM + ABA software both expanding rapidly, • Target Rich Environment: PE firms managing healthcare portfolio companies, • Competitive Advantage: Global delivery model + proprietary technology = cost advantage, • Leadership: Experienced operators; decisive, empowering CEO APPLICATION PROCESS Submit: • Resume highlighting ABM results, HubSpot experience, healthcare marketing success, • Brief answers (2 pages total):, • Most successful ABM campaign: accounts, tactics, pipeline/revenue impact, • Example of marketing to CFOs/PE-backed organizations: messaging, content, results, • How you've used AI to improve marketing efficiency and results, • Trade show strategy for dual brands, • Approach to marketing RCM services + ABA software

Job DescriptionSENIOR ACQUISITIONS ANALYST COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United States, along with investments in distressed debt and ground leases. The Company is vertically integrated, with offices in Los Angeles, San Francisco, Seattle, Riverside, Phoenix, Dallas, Austin, San Diego, and Houston, and can acquire and close transactions without the need for lengthy due diligence periods. Our 31-year track record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy sellers’ needs in a highly competitive market. Today, the Company owns and operates approximately 10M square feet across 18 states. POSITION The Senior Acquisitions Analyst will support the real estate acquisition team, including financial analysis and modeling, market research and analysis, due diligence, investment presentations, and maintaining the acquisition pipeline. Secondary responsibilities will include special projects as assigned. The role, which is highly visible, requires effective communication, both internally and externally, including property sellers, brokers and service providers. The successful candidate will be a self-starter, comfortable working in a collegial, team environment with minimal day-to-day oversight. LOCATION Dallas, TX RESPONSIBILITIES Including, but are not limited to: • Perform financial analysis and real estate underwriting on potential investment opportunities across multiple product types., • Review offering memoranda and other seller-provided materials such as income statements, balance sheets, and cash flows., • Conduct efficient and relevant market research and analysis that will be included in presentations to support real estate investment decisions., • Prepare high caliber slide decks and business plans on all transactions prior to close, • Perform property-level due diligence, including lease review/abstraction, rent roll review, loan document analysis, and coordinating title, survey, and third-party reports., • Undergraduate degree is required, graduate degree is a plus, • Experience in Real Estate, Finance or related field., • A minimum of 3 years of commercial real estate underwriting experience., • Experience with quantitative, spreadsheet evaluations, and/or analysis (return on investment, cash flow, net operating income)., • Ability to communicate and present effectively, both orally and in writing., • Intellectual curiosity, strategic thinking capacity, and analytical and problem-solving skills., • Ability to prioritize and multi-task., • Proficiency in MS Office Suite (especially Excel and PowerPoint); experience with Argus a plus., • Adept at developing effective working relationships with others in a team-oriented, collaborative, and deadline driven environment., • Trust and integrity are integral characteristics to enable a successful outcome. We offer a generous and comprehensive compensation & benefits package, along with the opportunity for professional growth and development within a well-capitalized, entrepreneurial, and growing real estate investment group. Powered by JazzHR MxHSougP69

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 Service Desk Analyst II provides front-line technical support by responding to incidents and requests reported by users. Support includes but is not limited to: documenting all relevant information into the system of record; troubleshooting the issue within the parameters of best practice ITSM; reviewing and resolving assigned tickets; communicating and escalating issues using sound judgment and self-initiative and delivering the highest level of customer service at all times with all users. The ideal candidate is a curious problem solver, with strong people skills, and a focus on teamwork. Essential Job Functions for the Service Desk Analyst will include: • Analyzing and troubleshooting software, hardware and connectivity issues and recommending and implementing corrective solutions, • Escalating tickets to proper support teams as required, • Onboarding new hires including training and setup of computers & monitors, • Assisting with administration and enforcement of security policies, • Assisting with basic infrastructure maintenance, • Maintaining and managing internal inventory and assets, • Keeping Knowledge Base and process documentation up to date, • Available during non-business hours, as needed, • Bachelor's degree in technology or equivalent work experience, • 2+ years of progressive Information Technology experience required, • Strong communication skills, both written, and verbal, • Strong attention to detail in high-pressure situations, • Knowledge of popular SaaS applications preferred, • Ability to meet deadlines and adjust to changing priorities, • Willingness to work in a fast paced and hands-on environment, • Experience with Office 365 Suite and Box preferred, • Experience with Windows-based computer systems required Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 25 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $55,000—$65,000 USD 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 . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Position Title: Data Analyst Line of Business: Compliance Home Department: Compliance Branch Location: On-site Galleria Reports To: Data Governance Manager FLSA Status: Non-Exempt Position Summary: The Data Analyst position will work in strong collaboration with various internal departments to handle highly technical tasks involving data collection, analysis, and interpretation. This role plays a pivotal part by developing accurate, consistent, and reliable queries and models to various bank datasets to build reports as well as driving insight and overall efficiency to workflow processes. Essential Duties & Responsibilities: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Gathering and interpreting data, analyzing results using a variety of tools, statistical techniques and producing regular reports based on set requirements., • Working with large data sets, data collection systems and other infrastructure that optimizes statistical efficiency and data quality., • Filtering and cleaning data by reviewing reports, and performance indicators to locate and correct code or logical problems., • Identifying, analyzing, and interpreting trends or patterns in complex data sets., • Working closely with management to prioritize business and information needs., • Locating and defining new process improvement opportunities., • Supporting developed data pipelines, data lake and data warehouse in identifying and revising reporting requirements, • Propose solutions to facilitate constructive discussion while fostering an environment that encourages innovation, continuous improvement, and growth., • Keep risks, issues, and scope of changes under control. Encourage a risk-awareness culture in project teams by consistently requesting feedback related to worries and roadblocks while assessing the impact on factors such as schedule, budget, and scope., • Deliver value, add clarity and remove ambiguity from product capabilities and enhancement goals., • Performs all other duties as assigned. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time/non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Working Conditions & Physical Requirements: This position operates in a professional office environment. This position requires regular sitting, walking, standing, lifting (up to 50 pounds), reading, seeing (including color, peripheral vision, depth perception, and adjusted focus), speaking, hearing, listening, organizing, interpreting data and information, operating office equipment, typing using a computer keyboard and mouse, viewing a computer screen monitor, and use of a telephone. The working environment consists of an indoor and climate-controlled setting most of the time. Education, Experience & Other Qualifications: • Bachelor's degree (preferably in business / Information Technology or other related field) or the equivalent additional experience., • Experience working with multiple stakeholders documenting existing processes, recommending efficiencies, and delivering solutions to maximize process output., • Experience with reporting in the financial services industry is a plus., • Good working knowledge of Microsoft 365 products including Word, Excel, MS Teams, and Microsoft Power Platform tools., • Familiarity with MS SQL Server and Microsoft Fabric environments., • Excellent analytical and problem-solving skills., • Excellent written and verbal communication skills., • Experience with data analysis software including Microsoft Power BI., • Preferred experience working with FIS core/ancillary banking product applications. FIS Business Intelligence Center (BIC) experience is a plus., • Coding ability in SQL, DAX and M is Preferred. Any further experience in Python, PostgreSQL, JavaScript, TypeScript is a plus. Core Knowledge, Skills, & Abilities: Analytical Thinking & Problem Solving – Works well under pressure and deadlines with complex issues. Applies analysis to data and compliance requirements, identifying trends, addressing potential risks, and providing actionable insights to support strategic initiatives. Attention to Detail – Maintains a high level of accuracy, ensuring all records, reports, and metrics are precise and compliant with regulatory standards. Risk Assessment & Management – Evaluates situations to assess risk, applying appropriate policies, procedures, and judgment to anticipate and mitigate potential issues in alignment with the bank’s risk tolerance and regulatory compliance requirements. Relationship Building, Collaboration & Communication – Works effectively with internal and external customers, across teams and departments, communicating information clearly and building partnerships to meet shared goals. Team Member Acknowledgement: My signature below acknowledges that I have received and read my job description, and that I understand the scope, essential job duties, knowledge, skills, and abilities, working environment and physical requirements that apply to my job. I further acknowledge that I can safely and effectively perform the essential job duties, with or without reasonable accommodation, and in accordance with the policies, procedures, expectations, and standards of the company.

Job Description Location: Richardson, TX (In-Office Only) Employment Type: Full-Time About Xite Xite is a prominent healthcare M&A advisory and practice brokerage firm devoted to sell-side representation for high-performing dental, medical, plastic surgery, urgent care, emergency room, and related healthcare practices. Leveraging our extensive expertise in private equity, buyer dynamics, and practice-level financial performance, we provide strategic, data-driven outcomes for healthcare entrepreneurs across the nation. We are experiencing rapid growth and are looking for an M&A Analyst with DSO or MSO experience to join our team at our headquarters in Richardson, Texas. Requirements As an M&A Analyst at Xite, you will be integral in supporting our advisory, brokerage, and valuation teams. The position requires an analytical mindset and client-facing skills, allowing you to engage meaningfully throughout the transaction lifecycle. Your responsibilities will include analyzing financial and operational metrics of medical practices, developing marketing materials for potential buyers and investors, negotiating transactions, collaborating with both buy and sell side legal counsels, and working with accounting firms throughout the QofE process. Required Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline, • 2+ years of experience in a DSO (Dental Service Organization) or MSO (Managed Service Organization) environment, • Proficiency in advanced Excel and financial modeling techniques, • Strong foundation in EBITDA and SDE analysis, valuation multiples, and M&A terminology, • Exceptional understanding of platform and bolt-on structures, • Experience in lending and underwriting for medical asset sales, • Familiarity with Salesforce and EMR/practice management systems such as Dentrix, Open Dental, EagleSoft, EZDerm, or similar Key Responsibilities: • Analyze and recast financial statements of healthcare practices, including P&Ls, balance sheets, tax returns, and operational reports, • Draft, compare, and review IOIs and LOIs, • Create and maintain comprehensive valuation models encompassing EBITDA normalization, pro forma projections, and various scenario analyses, • Pull and analyze data from practice management and EMR software, reconciling operational metrics to financial reports, • Assist in preparing Confidential Information Memoranda (CIMs), teasers, and financial exhibits for active transactions, • Contribute to due diligence processes, including managing data rooms and responding to queries from buyers and investors, • Conduct thorough market research and benchmark practices’ financial performance against similar entities and transactions, • Support brokers and directors with insights regarding deal structuring, pricing strategies, business development preparation, and negotiation tactics, • This position involves regular interaction with clients, buyers, CPAs, analysts, and attorneys, and significant responsibility in transaction management. Benefits • Health & Wellness, • Employer-subsidized medical insurance available after 30 days, • Financial Security, • Competitive salary with potential performance-based bonuses, • 401(k) Retirement plan with company matching, • Work-Life Balance, • Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure), • Flexible scheduling for personal commitments, • Professional Development, • Opportunities for career growth & leadership development, • Support for relevant certifications & industry training, • Company Culture, • Innovative, technology-driven work environment, • Regular team-building activities & events

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for monitoring client exposures, calculating margin requirements, evaluating collateral sufficiency, assessing accountlevel risk concentrations, and identifying potential sources of volatilitydriven losses across equities, options, fixed income, futures (if applicable), and other supported asset classes. The Analyst evaluates realtime and endofday risk positions, leveraging margin methodologies (e.g., Reg T, portfolio margin, house rules, DTCC, OCC and clearinghouse models), exposure analytics, and market conditions to ensure the firm maintains appropriate capital buffers and risk controls. The role requires strong quantitative, analytical, regulatory, and communication skills, as well as the ability to operate effectively in timesensitive environments. Key Responsibilities 1. Exposure & Margin Monitoring • Calculate and monitor margin requirements using Reg T, portfolio margin, daytrading margin, and house margin policies., • Assess client and introducing broker positions for concentration risk, leverage risk, volatility exposure, and liquidation risk., • Identify accounts approaching or breaching limits and escalate appropriately to supervisors, introducing brokers, and management., • Perform realtime exposure monitoring during volatile market periods or highrisk events (e.g., earnings, corporate actions).2. Collateral & Liquidity Management, • Validate collateral deposits, cash movements, and securities pledges., • Monitor collateral sufficiency relative to account exposures and house requirements., • Coordinate with operations, treasury, and finance teams on margin calls, deposits, and funding obligations., • Identify intraday liquidity risks that could impact the clearing firms capital or settlement obligations.3. Margin Call Processing, • Issue, track, and enforce margin calls, maintenance calls, house calls, and Fed calls in accordance with regulatory and firm policies., • Communicate directly with introducing brokerdealers regarding calls, deadlines, escalation paths, and potential liquidations., • Support operational teams in initiating liquidations when calls are not met.4. Market & Credit Risk Analysis, • Perform stress testing, scenario analysis, and sensitivity analysis on portfolios and counterparties., • Analyze large or complex positions for heightened risk (e.g., concentrated options positions, highbeta equities, shortdated options)., • Evaluate counterparties and introducing brokers for exposure risks, creditworthiness, and position volatility., • Identify emerging risks based on market conditions, events, or product types.5. Regulatory Adherence & Controls, • Ensure margin practices comply with FINRA, SEC, FRB Regulation T, and OCC margin rules., • Maintain detailed audit trails, documentation, and supervisory evidence for regulatory exams., • Support compliance teams during FINRA/SEC/OCC reviews and internal audits., • Help maintain and update Written Supervisory Procedures (WSPs) related to margin and risk functions.6. Data Analytics, Reporting & Technology, • Produce daily, weekly, and monthly exposure and margin reports for risk management, operations, and senior leadership., • Validate riskengine outputs, margin calculations, and data integrity across systems., • Partner with technology teams to improve risk systems, dashboards, and analytics tools., • Participate in user acceptance testing (UAT) for upgrades, new risk models, and workflow improvements.7. Client & Internal Stakeholder Communication, • Act as a subjectmatter expert for margin policies, exposure analytics, and industry rules., • Provide guidance to introducing brokers on margin requirements, risk mitigation, and productspecific risks., • Bachelors degree in Finance, Economics, Mathematics, Statistics, Engineering, or related field., • 25 years of experience in risk management, margin operations, clearing, brokerdealer operations, or derivatives analysis., • Strong knowledge of securities markets, options Greek sensitivities, margin methodologies, and risk models., • Intermediate to advanced Excel skills (pivot tables, VLOOKUP, modeling) and familiarity with risk analytics platforms., • Ability to quickly interpret large datasets and complex financial information., • FINRA Series 7 strong plus for understanding products., • FINRA Series 99 preferred for operations roles., • Strong analytical, quantitative, and criticalthinking abilities., • Excellent communication skills for explaining complex concepts to nontechnical stakeholders., • High attention to detail; ability to detect anomalies and uncover hidden exposures., • Ability to perform under pressure during market volatility or operational deadlines., • Problemsolving mindset with initiative to prevent risk before it materializes., • Ability to independently escalate issues using sound judgment.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: Our Lease Maturity Analyst ensures a smooth and pleasant end-of-lease experience for customers while executing the lease maturity loyalty and collection strategies and adhering to company policies and procedures. Handles inbound and outbound calls to inform and walk customers through the end-of-lease process, explain end-of-lease charges, and collect on outstanding balances. Performs administrative end-of-lease tasks. Essential Duties and Responsibilities: • Handle inbound and outbound calls from customers before, during, and/or after returning their lease vehicle., • Answer customer and dealer questions related to the end of lease or early lease return process., • Manage customer communication and assist with end of lease related processes including scheduling inspections, returning the vehicle, extending the lease, and/or purchasing the vehicle., • Promote customer loyalty by executing the lease maturity loyalty strategy., • Inform customers of any outstanding end of lease charges and collect on remaining balances such as wear and tear, excess mileage, remaining payments, and lease contract deficiency., • Process phone payments and set up and/or negotiate payment arrangements with customer as needed., • De-escalate customer complaints., • Execute administrative end of lease tasks such as sending customer letters, processing end of lease billing adjustments, and/or updating the system to manage workflow. Required Experience: • Strong verbal and written communication, and interpersonal skills, • Strong customer service skills, • Strong negotiation and de-escalation skills, • Strong organizational skills and attention to detail, • Strong time management skills, • Problem-solving and collaboration skills, • Mathematical skills including ability to add, subtract, multiply, and divide in all units of measure, using whole number, common fractions, and decimals., • Ability to function well in a high-paced and at times stressful environment, • Overtime required – required on an as needed basis., • Travel 0-10% - as required on an as needed basis., • Experience working in a captive finance company and/or vehicle leasing environment is preferred., • Bachelor’s degree, • Sales experience is a plus! While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. An applicant must be authorized to work in the United States to be eligible for this position. Stellantis Financial Services, Inc. will not sponsor applicants for work visas of any type for this position. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

Job DescriptionABOUT VIAPLUS: ViaPlus is a global mobility company in the Intelligent Transportation Systems (ITS) market, specializing in revenue and services management solutions for the transportation industry. Our customer operations, data analytics, and full-featured, single-account back-office technology facilitate the high-volume transactions required for seamless multimodal mobility. As a VINCI Highways subsidiary, we are committed to technical innovation and to promoting a positive mobility experience for all. We are pioneers in the transportation transaction and mobility industry, with a decade of proven global experience in providing solutions focused on the tolling and transit industries. ViaPlus is headquartered near Dallas, Texas, and maintains offices across the United States, France, India, and Ireland. We are part of the global network of VINCI Concessions, an international player in transport infrastructure with projects in 23 countries. Our vision has evolved to provide a fully automated, end-to-end transportation solution that significantly improves revenue collection and efficiency while effectively lowering costs for our agency clients. We serve enterprises that require high-volume, real-time transaction processing with the highest levels of accuracy, especially where revenue reconciliation and customer account management are key deliverables to the customer experience. Our flagship back-office system (BOS) enables Mobility-as-a-Service (MaaS) with a “one account” feature that supports multimodal transportation solutions. In a rapidly changing environment, ViaPlus maintains a strong focus on technology and continuous R&D to improve agency efficiencies, reduce operating expenses, and maximize revenue – all while providing exceptional customer service. Learn more: ABOUT VINCI HIGHWAYS VINCI Highways, a VINCI Concessions subsidiary, is a leader in road concessions, operations and mobility services. We design, finance, build and operate highways, bridges, tunnels, urban roads and mobility services on a network of more than 3,360 km in 15 countries. VINCI Highways leverages its expertise to deliver the highest performance and safety standards and provide drivers with a positive experience. More information: @VINCIConcess JOB PROFILE: Data Analyst JOB LOCATION: Plano, TX SUMMARY: Act as the interface between the business and operations for providing analytical support for day-to-day operations. Gathers data from across the business, analyze it and translate the results into a non-technical language for team members of all backgrounds. Responsible for building data models to organize important data for different teams across the business and for monitoring and handling data. Assesses programs, schema and process flows to advise business stakeholders on ways to align data and operational statistics with the goal being to evaluate and synthesize data needed to gauge program performance as well as, to identify areas of efficiency and improved performance. Performs highly complex data analysis and data research work. Work involves conducting detailed analysis and extensive research on data and providing results in various formats. Monitors and implements measures to ensure data quality. Responsible for using standard statistical tools, methods and techniques to translate data into actionable insights using data visualization software. Works under limited supervision, with moderate latitude for the use of initiative and independent judgment. JOB RESPONSIBILITIES:The Data Analyst will support tolling operations, customer accounts, and revenue systems by transforming complex data into actionable insights. Key responsibilities include: • Collaborate with internal and external stakeholders to understand business needs and translate them into data requirements and analytical solutions., • Analyze tolling, transactional, financial, and operational data to support decision-making and performance monitoring., • Identify trends, patterns, anomalies, and data quality issues across large and complex datasets., • Develop and deliver standard and ad hoc reports, dashboards, and visualizations for executives, managers, and operational teams., • Apply statistical and analytical techniques to evaluate business performance, operational events, and system behavior., • Convert complex datasets into clear, concise, and business-friendly insights., • Validate data accuracy by identifying gaps, inconsistencies, redundancies, and errors across source systems., • Prepare comprehensive technical and analytical documentation to clearly explain findings and recommendations., • Perform root cause analysis for operational issues, system defects, and unusual tolling or customer activity., • Extract and integrate data from CRM systems, databases, and operational platforms to support routine reporting and executive inquiries., • Support cross-functional initiatives and provide data insights for planning, forecasting, and future growth., • Troubleshoot and document data, process, and system-related issues in coordination with technology and operations teams., • Providing support for additional projects as required, including data to support planning for future growth.QUALIFICATIONS:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required., • Must be self-starter., • Ability to work with minimal direction in a fast paced / high-pressure environment., • Ability to prioritize tasks and directly support the department managers., • Good troubleshooting and error isolation skills., • Excellent oral/written communication skills are required, including demonstrated ability to package analytical results into an executive summary and present to senior leadership., • Advanced knowledge of Excel, Power BI, and SQL, • Intermediate skills of Word and PowerPoint; along with other MS Office products, such as Visio, Access, • Exercises logic and reasoning to define problems, establish facts and draw valid conclusions Powered by JazzHR 2ck2GmYrDN

Job Description Collinson Group is a global leader in driving loyalty and engagement for many of the world’s largest companies. Predominantly through the provision of travel related benefits within a market leading digital travel ecosystem. The group offers a unique blend of industry and sector specialists who together provide market-leading experience in delivering products and services across four core capabilities: Loyalty, Lifestyle Benefits and Insurance. The group provides unrivalled insight and expertise around affluent consumers and frequent travellers, creating and delivering products and services now accessible to over 400m end consumers. We have more than 25 years’ experience, with 28 global locations, servicing over 800 clients in 170 countries, employing 1,800 people. We have been bringing innovation to the market since inception – from launching the first independent global VIP lounge access Programme, Priority Pass to being the first to sell direct travel insurance in the UK through Columbus Direct and creating the first loyalty agency of its kind in the travel sector with ICLP. Today we still invest heavily in innovation to ensure that we continue to deliver superior customer experiences. Key clients include: Visa, Mastercard, American Express, Cathay Pacific, British Airways, LATAM, Flying Blue, Accor, EasyJet, HSBC, Chase, HDFC. Our mission is focused on doing good beyond profit, which for us means we seek out opportunities for our people to share in our success and that we give back to the communities and people within which we work. Never short of ambition, the success of our business is delivered through the diverse and talented team of over 1,800 colleagues globally. What Does a Business Development Manager Do: Collinson offers a comprehensive suite of loyalty technology and commerce solutions, combined with Loyalty marketing and CRM services, all with customer data at the heart. We help our clients give their customers compelling reasons to engage, spend more and become loyal advocates, and we have done so for 30 years. The Business Development Manager will lead our efforts in selling Collinson’s products and services to Financial Services clients under the leadership of the Business Development Director. Together, they will focus on prospects, including banks, credit unions, credit card issuers, general insurers, payment networks and other FS organizations with large customer, cardholder, or membership bases. The position will leverage Collinson’s global experience serving leading travel brands to develop opportunities with new prospects, as well as cross-selling products and services to existing Collinson clients. The Business Development Manager will support the evolving, robust pipeline of qualified opportunities/leads across the sub-region to nurture as direct clients, to secure new deals that generate incremental revenue from clients & prospects primarily operating within the travel & tourism sector. Internally, this will involve close collaboration with the cross-functional teams including loyalty, product and delivery, regional marketing, and account management teams. Overview: · Responsible for creating and managing a robust pipeline of new client business with suitable urgency and rigour around prospecting process. · While working in a matrix environment, define an effective Go To Market strategy and associated forecast for the travel sector in full alignment with the leadership team. · Support the realization of new revenue through pipeline management, RFP/pitch success and large projects sold within 12 months. · Raise profile, awareness, and clarity of Collinson’s Loyalty proposition in the market, while also representing other Collinson group solutions. What You'll Do: Support Collinson’s sub-regional Business Development activities across Loyalty products and services through a consultative approach within the financial sector: · Help develop sales plan, identifying key prospects; identify and target key decision makers and influencers across all prospect organizations. · Identify key sales cycles for major contracts/opportunities from RFPs within the financial sector. · Map and understand the competitor set – which is now diverse and fragmented (loyalty tech providers boutique data shops, to traditional Loyalty providers like Merkel and AIMIA, as well as CRM agencies). · Help develop effective and maintain constructive contact strategies with clients and prospects. · Champion the cross-selling of Collinson Loyalty products and services to existing clients in collaboration with regional account management teams. · Represent Collinson at key industry and corporate events to develop the brand profile and sales pipeline. Collaborate with key internal stakeholders throughout the new business process: · Liaise with Loyalty consulting and/or pre-sales subject-matter experts to develop effective win strategies to match client/prospect needs and challenges with relevant Collinson products and services. · Facilitate two-way interaction with research and marketing, sharing data on sector developments, news, prospect/competitor insight and activities. · Liaise with regional account teams to introduce Loyalty products and services to existing clients in a strategic and coordinated manner. Assist in managing responses to RFIs/RFPs including, ensuring the right casting and materials: · Work in tandem with the consulting and pre-sales team to ensure a smooth transition from sales into product demonstration, commercial negotiation, and sales closure. · Liaise with the relevant Proposition owners, financial analyst(s), brand/marketing, and IT, to develop RFP responses and commercial proposals. · Co-ordinate and deliver all content to deadlines ensuring quality of execution. · Ensure thorough evaluation of commercial models to deliver optimal profitability balanced with all forecasted sales and program costs. Effective and timely reporting standards and CRM utilization: · Adherence to Group new business processes (NBP), pipeline reporting requirements. · Fulfilment of all regular and ad-hoc reporting in line with requirements set by line-manager (and members of the leadership team from time to time). · Timely updates of all prospecting information including all new/revised client/prospect contact status updates, meeting minutes, actions, win strategies and NBP stages into Salesforce. · Provision of clear sales performance against targets/objectives set and initiatives in place. What You'll Need: · Proven consultative selling and negotiation skills, up to and including C-Level. · Understanding of the competitive landscape. Understand areas that competitors do not currently serve but there is customer and market demand. · Ability to identify and propose win-win business terms for both Clients and Collinson. · Ability to positively build relationships and influence internal constituents to efficiently execute and close sales. · Experience negotiating legal agreements and working with inside council to ensure needs of both the client and Collinson are met via the contracting process. · Ability to formulate and articulate the internal pro-forma process to ensure deal financial hurdles are met. · Agility to generate cold leads and develop warm leads credibly at all levels. · Understanding of the loyalty and benefits products in the travel sector, and the key players that focus on loyalty, rewards, and member benefits. · Experience of selling consumer benefits, software as a service and/or marketing services would be distinctly advantageous. · Ability to lead by example; act decisively, able to manage challenging deadlines and requests effectively. · Use of own initiative, self-motivated, ability to hit the ground running. · Ability to recognize opportunities where other regional Collinson markets may benefit from introductions and/or multi market opportunities. · Ability to travel as needed (estimated 25-50%). Collinson is an equal opportunity employer and welcomes differences in all their forms including: color, race, ethnicity, gender identity, sexual orientation, neurodivergence, family status, age, individuals with disabilities and people from all backgrounds, cultures and experiences as we strongly believe this contributes to our on-going success. We are focused on continually evolving our purpose driven, high performing culture, providing an environment where our people have the opportunity to achieve their full potential and do interesting and meaningful work. Our company values are: Act smarter, Do the right thing, One team and Be insight led. These help guide everything we do internally in terms of how we think, act and interact, right through to how we deliver value to our customers and clients. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc). If you need any extra support throughout the interview process, then please email us at

Job DescriptionREAL ESTATE ACQUISITIONS ASSOCIATE BH Properties, a Los Angeles based private real estate investment company (“Company”), is seeking to hire a Real Estate Analyst in their Los Angeles office with a focus on affordable housing and market rate communities. This role represents an exciting opportunity for an aspiring CRE professional to broaden and refine their experience. The role will join a dynamic and growing Company to provide analytical support to the Head of Affordable Housing Acquisitions on investments nationwide. Additionally, the role will work closely with Company Acquisition Officers along with having exposure to Company senior management. The Company is entrepreneurial by nature and looking for a motivated self-starter that thrives in a fast-paced, transaction-oriented environment. Core responsibilities include: • Assist with the analysis of investment opportunities including market analysis, cash flow and financial modeling, benchmarking sponsorship underwriting and analyzing debt among a wide range of potential outcomes., • Review, analyze and reconcile financial reports, including income statements, balance sheets, and cash flow statements., • Assist in the gathering, coordination and review of due diligence materials for prospective investments including sales and lease comps, leases, rent rolls, loan documents, LLC documents, title and survey, and third-party reports., • Assist in the preparation of asset-level investment recommendations to senior management, identifying elements of risk and reward., • Research new opportunities and market segments., • Other ad hoc duties as assigned.Candidate Minimum Requirements:, • 2-5 years of experience in real estate asset management and/or acquisitions., • Comfort and proficiency in underwriting and analyzing real estate debt opportunities., • Experience in affordable housing required., • Advanced Excel modeling skills required., • Strong quantitative skills and demonstrated analytical and problem-solving ability., • Strong organizational, time management, verbal and written skills., • Strong desire to succeed and ability to work effectively with minimal oversight, while functioning in a team environment., • Ability to generate high quality, error-free work product for internal and external distribution on tight deadlines with minimal oversight., • Unquestionable integrity and ethics., • Passion for commercial real estate and desire to grow with an exceptional team., • A bachelor’s degree in real estate, Finance and/or Accounting with an above average GPA. MBA a plus. COMPENSATION We offer an excellent compensation package, an exciting opportunity, and the chance to grow and develop with a well-capitalized entrepreneurial investment group. For immediate consideration please submit resume with salary expectations. Resumes submitted with salary requirements will be considered first. Powered by JazzHR spPzl4e5ef

*This is an onsite position in our office in Richardson, Texas JOB SUMMARY The Business Analyst (BA) is responsible for analyzing business needs, gathering and documenting requirements, and collaborating with stakeholders to design effective solutions or the Financial Services Industry. This role collaborates across departments, including project managers, product managers, SDLC staff (development, quality assurance, UX), and other Line of Business product management on cross-LOB initiatives. , Contributes to the full product lifecycle—from ideation and design to implementation and enhancements. The role scales in responsibility and complexity based on experience level, from entry-level to leadership. TIME ALLOCATION • Requirements Gathering & Analysis - 35%, • Solution Design & Documentation - 30%, • Stakeholder Collaboration & Communication - 20%, • Testing Support & Validation - 10%, • Process Improvement & Team Support - 5% EXPECTED WORK AND PERFORMANCE (ESSENTIAL FUNCTIONS) Job duties and responsibilities include the following for customer implementation and internal R&D projects. Other duties may be assigned as needed. • Gather, analyze, and document business, functional, and non-functional requirements., • Translate business needs into clear, actionable specifications., • Create use cases, process flows, and functional solution designs., • Collaborate with subject matter experts (SMEs), developers, and QA teams., • Facilitate and participate in scope and design sessions., • Validate requirements with stakeholders and obtain approvals., • Maintain traceability of requirements throughout the project lifecycle., • Contribute to or lead process improvement initiatives. QUALIFICATIONS • Bachelor’s degree in Business, Computer Science, Information Systems, or a related field., • Retail Banking work experience and / or Business Analyst experience, • Experience in financial services or banking, retail banking preferred., • Prior programming or technical background is a plus., • Able to travel to customer sites or industry events up to 15% of the time. REQUIRED SKILLS/EXPERIENCE/KNOWLEDGE • Proficiency in requirements gathering, analysis, and documentation., • Understanding of SDLC and methodologies., • Strong analytical thinking and problem-solving skills., • Effective verbal and written communication skills., • Ability to work independently and collaboratively., • High degree of IT Automation literacy including:, • The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing, • A general understanding of data constructs (where is data stored, what systems “own” the data, what is the availability of data and KPI’s numerical interpretation), • Analytical Skills - strong quantitative analytical and critical thinking skills ATTENDANCE/WORK LOCATION The position is based in our Richardson, TX Headquarters . Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. The employee is required to evaluate, edit, revise, update, and provide solutions to critical data development and solutions. While performing their duties the candidate must be able to travel overnight, including occasional weekends. DISCLAIMER Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

BEPC has an open position for a Procurement Analyst (Buyer) Location: Plano, TX Benefits: Medical, Dental, Vision, and Life Insurance Pay Rate: $43.00 - $43.48 Per hour based on experience (Paid Weekly) Term: 12-month contract with possible extensions or permanency based on performance Shift: 1st shift from 8:00 AM to 5:00 PM Mon – Fri Requirements: BA degree in Business, Supply Chain Management, or related discipline. / 5+ years of experience in: IT procurement, Contract development, Strategic sourcing Supplier negotiations / SAP Ariba Preferred Job Description: Due to increased procurement volume, we are seeking a strong and experienced IT Procurement Buyer to support expanding department needs. This role will manage a high volume of procurement activity (30–60 requests at a time) and play a critical role in reducing backlog while driving strategic sourcing initiatives. The ideal candidate brings strong IT procurement experience, the ability to interpret complex business requirements, and confidence leading sourcing events, negotiations, and supplier engagements. Key Responsibilities: Strategic Sourcing & Procurement • Develop and execute procurement strategies across technology-related commodities., • Manage 30–60 procurement requests simultaneously while reducing backlog., • Lead RFx (RFP/RFI/RFQ) sourcing events ensuring competitive supplier environments., • Negotiate and execute contractual agreements including:, • Master Service Agreements (MSAs), • Statements of Work (SOWs), • Amendments, • Renewals and extensions, • NDAs and addendums, • Support asset management, SaaS procurement, and SLA/contract term negotiations., • Develop multi-year spend strategies and commodity plans., • Conduct supplier negotiations to maximize value through cost savings, rebates, and service improvements., • Support Tier I and Tier II supplier procurement activities (including regulatory/financial services suppliers)., • Perform ongoing supplier market analysis. Stakeholder & Supplier Engagement • Build strong relationships with business units, stakeholders, and suppliers., • Facilitate regular planning meetings to develop short- and long-term procurement strategies., • Provide consultation and proactive communication regarding contract renewals and expiring engagements., • Educate business partners on sourcing best practices and negotiation strategies., • Collaborate with contract and PO teams to ensure accurate and timely request processing. Compliance & Governance • Ensure compliance with procurement policies, financial standards, and regulatory requirements., • Interpret and document contractual obligations clearly for internal and external stakeholders., • Support termination planning and proactive contract renewal budgeting., • Identify continuous improvement (Kaizen) opportunities within procurement processes. Qualifications – Required: • Bachelor’s degree in Business, Supply Chain Management, or related discipline., • 5+ years of experience in: IT procurement, Contract development, Strategic sourcing Supplier negotiations, • Data analytics and contract management, • Experience managing professional services commodities., • Strong understanding of financial and regulatory compliance standards., • Advanced Microsoft Office skills (Excel, PowerPoint, Word, Outlook)., • Ability to influence across multiple management levels., • Strong analytical and problem-solving skills., • Excellent written and verbal communication skills., • Proven ability to work independently with a low margin of error., • Experience handling multiple priorities in a fast-paced environment., • Demonstrated leadership experience. Preferred Qualifications: • Experience with Ariba Spend Management (preferred) or Coupa., • Knowledge of eMarketplace platforms., • Advanced Excel and reporting experience., • Financial services or banking procurement experience. Interview Process: • Round 1: 60-minute MS Teams interview, • Round 2: Onsite interview in Plano, TX

JOB SUMMARY The Marketing Analyst job is customer-facing and focuses on expanding customer acquisition and engagement capabilities for ARGO’s Connects product suite for the Financial Services industry. The Marketing Analyst role encompasses ensuring ongoing product suite market competitiveness and solution delivery readiness to Argo’s Financial Services customers. The Connects solution extends customer experience and engagement throughout the customer's journey. It supports acquisition, fulfillment, service, retention, and risk management. It meets the needs of both individual and business customers in an Omni-channel world. The Marketing Analyst will be responsible for working with Argo’s client’s to optimize their usage of the Connects solution for customer engagement campaigns through all stages of the customer journey from a lead thru conversion using insightful analytics to help better understand the client’s end users and reporting back with easy to understand data visualization and clear solutions. Your role will continue post client implementation to ensure our clients are getting the full value of our solutions. EXPECTED WORK AND PERFORMANCE Job duties and responsibilities include the following. Other duties may be assigned as needed. 1. Marketing Plans a. Have an in-depth understanding and the application of customer journey stages, especially how our solution generates earlier engagement in the Awareness and Consideration phases of the journey. b. Create best practice methods and specific customer engagement campaign models using scientifically proven engagement methods. c. Plan, develop, and monitor digital (email and SMS) campaign performance and channel tracking. d. Translate requirements into technical specifications for development, data, and reporting teams and, conversely, technical approaches into easily digestible insights. 2. Client (Customer) Engagement a. Define, design, and communicate storyline and demonstration on value proposition to customers. b. Create best practice-based templates to facilitate rapid customer implementation. c. Define and design campaigns for each stage of the customer journey, from prospect nurturing through awareness, influencing conversion, onboarding, soliciting feedback, customer management, retention, and relationship expansion, which are automated, and staff led to optimize use of staff? d. Recommend campaign optimizations to reduce customer friction and increase customer engagement. e. Devise and evaluate methods for collecting data, such as surveys, questionnaires, focus groups, opinion polls, etc., interpret, organize, and present actionable findings to clients. f. Serve as the voice of our customers, understanding their needs for topics including surveys and campaigns and communicate those to both Argo and Client teams. 3. Marketing Research a. Research and recommend marketing constructs that will benefit both Argo and client (Relevance by market segment, etc.) b. Conduct competitive research, analyze benchmarking data, and provide value add recommendations. c. Analyze current/ongoing targeting strategies to define and implement new opportunities for media optimization, including A/B testing of delivered content and success ratios. d. Content types and uses for Awareness and Consideration – effectiveness research – video, text, pictures, infographics (what should we consider for product knowledge and education) e. Research, recommend, and obtain digital marketing certifications for our staff that increase our value proposition to customers as directed. 4. Marketing Automation a. Oversee the marketing automation strategy inclusive of customer journey framework, customer data platform (CDP), segmentation and customer preference management, content and creative, targeting and list management in collaboration with technical teams. b. Define marketing process around single and multifunctional campaigns across multiple channels, Including A/B testing. campaigns for prospect nurturing and lead generation i.e. conversion to customer. c. Create and document best practices for customer delivered content (Email, SMS) with a focus on creating compelling calls to action (CTA) d. e. Ensure marketing automation tools are intuitive and easy to use. f. Research and document plans for integration to third-party advertising such as Google – relevant methods, integration, documenting relevance to Argo solutions for customer engagement solutions and how Argo would utilize. g. Linked In – research for business customer segment, and document relevance and potential integration into Argo solutions. h. Research use and relevant of Social Media platforms to Argo solutions – research, pros, cons, relevance for us to consider. Document universe of “applicable” integration points 5. Performance Results - Reporting and Analysis a. Evaluate target demographics, appropriate distribution channels and marketing outlets. b. Interpret performance results using data science models, draw conclusions about findings. c. Measure, evaluate and report on the effectiveness and ROI of marketing channels, methods, strategies, and digital marketing campaigns. d. Have knowledge of customer segments, collect, and analyze data regarding customer preferences, demographics, buying patterns, habits, and needs to better identify market potential and factors influencing product demand. e. Study and understand the behavior and expectations of online users with ability to communicate out the customers experience and behaviors. Such as customer intent and effectiveness of the sales funnel. f. Create and communicate informative reporting that highlights marketing KPI’s like leads, conversion rates, website traffic and social media engagement and highlights relevant business trends and opportunities for improvement. g. Measure results from customer Net Promoter Score (NPS) and satisfaction questionnaires across customer segments to drive an active feedback loop for marketing strategies. QUALIFICATIONS • 5+ years of marketing experience with a minimum of 3+ years of digital marketing experience in sales campaign execution, online commerce, survey tools or related fields o Experience in Financial Services preferred. o Experience and responsibility for direct-to-consumer marketing through digital and retail channels such as consumer goods, financial services, with direct-to-customer experience in acquisition, relationship, and retention management. o Knowledge of the psychology of consumer buying patterns and behaviors • Education - Bachelor’s Degree with studies in Marketing, Market Research, Business Administration or similar, • Able to travel to customer sites or industry events up to 15% of the time. REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE The Marketing Analyst is a subject matter expert with direct-to-consumer sales and marketing experience. Candidate should have detailed knowledge of: • Marketing campaign execution, • Customer Journey Mapping and experience optimization, • Customer survey and measurement programs including Voice of Customer NPS, • Data visualization tools, • Knowledge of common CRM programs such as SalesForce Candidate should have a good balance of knowledge in areas such as: • Working knowledge of search engines, web analytics and business research tools, • Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels – from end-users to management., • Analytical skill to convert data into presentable and consumable formats, strong quantitative analytical and critical thinking skills., • High degree of IT Automation literacy including: o The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing. o A working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions. o A general understanding of data constructs (where is data stored, what systems “own” the data, system of record) what is the availability of data and KPI’s numerical interpretation) ATTENDANCE/WORK LOCATION The position is based in our Richardson, TX Headquarters. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends. DISCLAIMER Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Job Description Company Overview At Theragenics, we're passionate about transforming healthcare and enhancing patient outcomes. Our commitment to innovation drives us to push the boundaries of what's possible, ensuring a brighter future for patients everywhere. Theragenics is a leader in developing medical devices that focus on minimally invasive treatments for cancer, blood vessel procedures, and surgical applications. The company is based in Atlanta, Georgia, and has facilities in Costa Rica, Texas, and Massachusetts. About the Role We are seeking a Senior Cost Accountant to play a critical role in establishing and managing our new financial cost accounting system for our plant in Costa Rica. This position will be based in Garland, TX, and will support global operations. The ideal candidate is detail‑oriented, analytical, and eager to take ownership of building processes from the ground up. Minimum Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • 5+ years of experience in cost accounting or manufacturing accounting, • Strong knowledge of cost accounting principles, inventory valuation, and standard costing, • CPA or CMA certification, • Experience in medical device or manufacturing industries, • Develop, implement, and maintain cost accounting systems and processes for the Costa Rica plant, • Analyze manufacturing costs, prepare cost reports, and ensure accuracy of inventory valuation, • Partner with operations and finance teams to establish standard costs and monitor variances, • Provide detailed analysis to support pricing, budgeting, and forecasting decisions, • Ensure compliance with GAAP and internal financial controls, • Prepare monthly, quarterly, and annual cost accounting reports for management review, • Support audits and provide documentation as required, • Opportunity to build a cost accounting system from the ground up, • Career growth and professional development, • Innovative projects in a purpose‑driven industry, • Collaborative culture across global teams

Job Title: Senior Financial Analyst, FP&A (Manager level Candidate needed) Job Category: Finance & Accounting Department/Group: FP&A - Markets In Office: 4 Days a week in the Plano, TX office - 1 day remote Compensation - $135,000.00 -140,000.00 + 15% bonus Please note that this role is for a Financial Analyst with 7-10+ years of relevant experience * It has no people mgmt responsibilities. NO h1B, STEM OR OPT STEM APPLICATIONS PLEASE. POSITION SUMMARY The Senior Financial Analyst, FP&A will be responsible for supporting the Company’s financial forecast, annual budgeting process, and all enterprise market plans, including variance and budget analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing financial presentations, capital expenditure analysis & planning, industry/peer group comparisons, monthly forecasting and other projects requested by the EVP, VP and Directors. Advanced Excel skills required as there will be a modeling exercise. ROLE AND RESPONSIBILITIES • Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures., • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets., • Ad-Hoc Reporting and in-depth analysis to supporting Senior Management Team and Department heads., • Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams., • Support the coordination of the annual budgeting process. Gathering critical budget information, collaborating with operational stakeholders, and participating in budget review sessions., • Develop financial models and analyses to support strategic initiatives., • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes., • Partner and develop strong working relationships with various internal business unit heads to provide financial analysis and forecasting to support the business. QUALIFICATIONS AND EDUCATION REQUIREMENTS • A Bachelors Degree is required - Finance, Accounting, Economics or relevant to FP&A., • Highest standards of accuracy and precision; highly organized., • Articulate with excellent verbal and written communication skills, high EQ., • 7+ years’ experience in FP&A or transaction services advisory roles., • Outstanding analytic skills, a high degree of intellectual curiosity, must be comfortable engaging with senior leaders in addressing complex business issues and making recommendations from analysis., • This role has no supervisory responsibilities., • High degree of initiative in developing tools and reports to drive the business forward., • Highly technical : Advanced Excel, Tableau or Power BI. Experience with SQL, Dashboards, and/advanced PowerPoint a plus. Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to h___ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: * The California Fair Chance Act*Los Angeles City Fair Chance Ordinance *Los Angeles County Fair Chance Ordinance for Employers *San Francisco Fair Chance Ordinance

Job Description We welcome you to join one of the world’s top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees’ personal and professional development. As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions and collaborating with various teams. You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements. Your emotional intelligence will help you build strong relationships and influence better outcomes. This role is an excellent opportunity to develop your skills and contribute to our team's success. Job responsibilities • Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures., • Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations., • Stay vigilant about cybersecurity practices, proactively detecting possible threats and deploying strategic measures to safeguard information and systems., • Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding., • Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform., • Provide independent valuation services to internal and external clients across a wide array of OTC derivative products including rates, credit, equity, FX, inflation, commodity, and volatility / variance swaps, • Produce and analyze valuations on OTC derivatives within client portfolios on a daily basis. This will also involve comparing and analyzing OTC valuations across multiple sources and the candidate should be able to quantify and clearly articulate any valuation movements through the Greeks, • Establish and develop strong relationships with both internal and external clients, • Resolve ad-hoc issues, including queries related to third party valuations, procedures and processes Required qualifications, capabilities, and skills • Baseline knowledge or equivalent expertise in fund servicing operations and derivative products, with a focus on executing routine transactions and process improvements., • Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our dynamic Reinsurance Operations team in the Life Actuarial department as a Reinsurance Analyst Senior! This is an exciting opportunity to play a vital role in leading reinsurance processes, from claims processing and treaty administration to financial reporting and audit support. You'll be responsible for managing reinsurance risk, ensuring regulatory compliance, and collaborating with business partners to drive effective decision-making. Strong critical thinking skills and excellent time management are essential as you navigate complex issues, interpret treaties, and deliver timely, accurate results. As a Reinsurance Analyst Senior, you will have the chance to lead special projects, identify process improvements, and contribute to a strong risk management framework. Plus, get ready to be part of a major initiative in 2026 as we implement a brand-new reinsurance system, offering unparalleled opportunities for professional growth and development! If you're a highly motivated individual with a passion for reinsurance and a desire to make a real impact, we encourage you to apply. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position. What you'll do: * Administers complex reinsurance, validates data, files, systems, and identifies discrepancies and related audit support. * Resolves complex issues and navigates obstacles to deliver work product. * Prepares complex reinsurance financial, management and regulatory reports. * May draft reinsurance treaties, Requests for Proposals (RFPs), and Letter of Agreement (LOAs), with the ability to negotiate terms under direct supervision. * Administers complex retention to ensure compliance with regulatory requirements, company limits, and reinsurance treaty requirements. * Demonstrates an understanding of key regulations impacting the reinsurance process. * Collaborates and maintains strong relationships with business partners and may perform in an advisory capacity to operational business leaders on matters pertaining to business initiatives or strategies. * Develops and maintains processes, procedures and tools. * Facilitates and reviews internal controls to ensure an effective and efficient reinsurance system and financial system. * Performs reinsurance transactions, analysis, reconciliations and research with knowledge of GAAP/ STAT accounting and other regulatory requirements. * Understands key regulatory implications that impact Reinsurance and resolves escalated accounting issues of a unique nature. * Leads and serves as a subject matter expert on special projects/audits related to reinsurance administration systems, legal contracts/treaties, new product launches and other initiatives. * Ensures reinsurer and compliance audit requests are completed and oversees coordination of responses to internal and external audit, and reinsurance business partners. * Serves as a resource and mentor to team members on all reinsurance related processes. * Reviews the work of less experienced team members and provides guidance and feedback when issues arise. * Proactively assists team leads and management with delegation of work, including support on escalated issues, project work, and any reinsurance trends or issues. * Approaches workload with an innovative perspective and makes recommendations to enhance efficiencies and assists in the identification of process improvement initiatives that further departmental goals and objectives. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 6 or more years of experience as an analyst. What sets you apart: * 4+ years of experience with Life Insurance and/or Annuity products. * Bachelor's or Master's degree in Statistics, Finance, Mathematics, Economics, or Accounting. * 4+ years of extensive experience working with Life and/or Annuity reinsurance administration. * 4+ years of the ability to read and interpret Life and/or Annuity reinsurance treaty language, and to apply it appropriately. * 4+ years of intermediate Microsoft Excel skills experience. * 2+ years of Visual Basic skills experience. * 2+ years of experience in Project Management. * 2+ years of basic knowledge of accounting. * 2+ years of basic Query, XML, and/or SQL skills. * 2+ years of experience with Oracle systems. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description Community Hospital Corporation (CHC), a DFW Top 100 Employer, is looking for a Finance Data Analyst based out of our office in Plano, TX. The Analyst will support both the Vice President of Hospital Productivity and Accounting and the Director of Financial Analysis.This position provides analytical support to the Hospital Accounting and Productivity functions through data and financial analysis. This is an exciting onsite role at our beautiful corporate offices located in Plano between Legacy West and Grandscape. At CHC we enjoy an outstanding work environment, comprehensive health and welfare benefits including paid fitness facility membership, tuition reimbursement, a generous PTO allowance, free covered parking, and a great company culture. Major Responsibilities • Establish and maintain relationships with hospital accounting teams so that all parties understand their responsibilities related to reconciliation between Cognos and GL balances, • Format trial balance files for upload into Cognos and communicate with hospital accounting team to resolve any errors prior to upload, • Upload hospital financial trial balance files into IBM Planning Analytics tool on a monthly basis, • Enter monthly statistics into IBM Planning Analytics tool for selected hospital clients, • Monthly reconciliation of CHC prepared financial reports vs hospital prepared financial statements and trial balance files, including timely resolution of any variances, • Completion of annual government survey for owned hospitals, • Daily upload of charge volume files into UKG productivity for client hospitals, • Biweekly maintenance of master tables in EPRS labor productivity software, • Biweekly analysis of labor productivity results in UKG and ERPS including development of action plans to staff more efficiently based on productivity targets, • Support VP of Hospital Productivity & Accounting with analysis of financial and productivity data received from hospitals as part of operational assessments, • Periodic support of CHC’s SVP of Strategic Analysis with hospital service line profitability analyses. Support would include preparing data requests, building hospital service line financial models, and preparing narrative reports to share analysis findings with the hospital/client., • Periodic support for CHC client hospitals with financial analytical needs. General Duties • Upholds and supports the company’s mission, vision, and values, • Stay current on industry trends and best practices by participating in local HFMA chapter as well as other educational opportunities, • Creates a trusted relationship with hospital accounting teams so that they understand monthly data requirements, feel comfortable asking questions and are quick to respond to requests for information Education and Experience • Bachelor's degree in Finance, Accounting, or a related field, • Five or more years of healthcare finance experience, • Experience in financial planning and analysis (FP&A), • Experience in completing moderately complex data analyses required, • Experience writing sequel reports/queries, • Experience with Cognos or other Business Intelligence tools Skills and Knowledge • Advanced quantitative and analytical skills, • Ability to capture, understand, analyze and interpret data, and make recommendations from the analysis, • Advanced proficiency in Excel and financial modeling, • Ability to manage large data sets and reconcile data for reporting purposes, • Excellent communication and presentation skills, • Ability to work independently and collaborate with team members, • Detail-oriented with a strong focus on accuracy, • Ability to define and prioritize specific realistic, goals and objectives, • Ability to learn quickly and adapt to new technologies, • Ability to manage multiple projects simultaneously, • Responds in a timely manner to messages/requests, • Possesses a core set of ethical values, • Knowledge of hospital accounting and revenue cycle, • Proficient understanding and application of the concepts and terminology unique to the healthcare industry Benefits At CHC we enjoy an outstanding work environment, covered parking, comprehensive health and welfare benefits including paid fitness facility membership, tuition reimbursement, a generous PTO allowance, and a great company culture. Comprehensive health and welfare benefits package is offered as part of total compensation: • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays)

Job DescriptionCompany Description At Raising Cane’s Chicken Fingers®, we serve only the most craveable chicken finger meals – it’s our One Love! Known for our great Crew and cool Culture, we follow a Work Hard. Have Fun. philosophy. Raising Cane’s is the fastest-growing chicken concept around and is on track to be a Top 10 Restaurant Brand in the United States. Each Crewmember is important to our rapid growth and enduring success. Now is your chance to join the Team and Raise The Bar! Job Description Your Role at Raising Cane’s: The Senior Financial Analyst supports restaurants within their assigned division by building and interpreting financial data that guides operational and strategic decisions. The role requires strong technical skills in analysis, modeling, and reporting, as well as the ability to translate findings into clear communication, presentations, and insights that highlight business opportunities for leadership. This position is hands-on, with active involvement in both the data and the business to ensure insights drive impact. Your Impact and Responsibilities: • Identify financial and operational opportunities at the restaurant level to improve sales, traffic, and cost performance, • Deliver clear, timely financial reporting and commentary on business performance, trends, and forecasts to guide decision-making at both the restaurant and company levels, • Conduct detailed analyses on sales, traffic, costs, hours of operation, and new restaurant performance to highlight growth opportunities, • Build and maintain financial models and tools to analyze results, optimize profitability, and strengthen reporting capabilities, • Provide insights and recommendations to cross-functional teams, including Marketing, FP&A, Business Intelligence, IT, and Operations to support strategic initiatives, • Create and deliver financial presentations that clearly communicate findings and opportunities to leadership, • Support recurring reporting cycles (weekly, monthly, quarterly, annual) with accurate, actionable insights Up to 5% Qualifications Required Qualifications: • 3+ years of financial analysis experience in multi-unit retail or restaurant industries, • Bachelor's degree in Finance or related field, • Proven ability to transform financial analysis into strategic insights that influence business outcomes, • Advanced proficiency in Excel and strong experience creating professional PowerPoint presentations to communicate financial insights to leadership, • Proficient in business intelligence tools (e.g., Tableau, planning software) with the technical ability to adapt quickly to new systems, • MBA Additional Information All your information will be kept confidential according to EEO guidelines. Terms of Use Privacy Policy Candidate Privacy Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Position Title: Financial Crime Compliance Senior Technical Analyst Department: Compliance Branch Location: Humble, Galleria, Plano Reports To: Data Governance Manager Position Summary: This position works with the AML Director to administer technical oversight for the Financial Crimes Compliance- Fraud and BSA/AML programs in accordance with Third Coast Bank’s policies, procedures, and applicable regulations. The position will provide technical expertise over the Fraud and BSA/AML Program. Essential Functions: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. • Lead development of the BSA/AML, Fraud and OFAC screening product features roadmap and manage execution with our internal data strategy and IT departments as well as our external product support partners and contractors., • Applying research, modeling and analytic techniques to digest and organize complex information sets to make logical and adequately supported determinations regarding unusual and potentially suspicious activity., • Leverage competitive research, customer data, and your understanding of our strategy to build world class solutions., • Create effective and efficient processes that balance risk management, regulatory commitments, market growth and operational excellence., • Own the quality of the product and have a “roll-up-your-sleeves” mentality to deliver best in class solutions., • Influence and collaborate with stakeholders and leadership teams to craft innovative solutions and product features., • Ensure completeness and accuracy of daily/monthly product inputs and outputs., • Develop and deliver periodic management information (MI) reporting, as required, and requested by senior management., • Leverage, our integrated risk management (IRM) solution to document issue management, regulatory change management and other processes as required., • Document and track implementations through completion ensuring impacted teams are represented and informed., • Provide implementation status updates to management on a periodic basis., • Assist as needed with regulatory and third-party examinations to include but not limited to preparing and submitting requested documentation while ensuring accuracy and completeness., • Performs all other duties as assigned. Supervisory Responsibility: This position may have supervisory responsibilities. Job Type: This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: Minimal travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: • Bachelor’s degree from an accredited college or equivalent combination of education and experience preferred; minimum of 8+ years FCC and product management in financial services industry, BSA/AML, money laundering/terrorist financing, fraud and OFAC experience., • 4+ years of full cycle product management. Educational experience, through in-house training sessions, formal education or financial industry related curriculum, should be business or financial industry related., • Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies., • Intermediate programming ability in SQL and Python is a plus., • Experience with MS SQL Server and MySQL environments is a plus, • Experience with Unit 21, FIS, Alloy, and Socure products is a plus., • Have a successful track record of leading cross-functional organization through product delivery., • Experience developing a multi-year vision, strategy and roadmap., • Strong analytical and research skills., • Strong proficiency in Microsoft Excel and other Microsoft 365 Suite products., • Strong commitment to excellence., • Effective verbal, written and interpersonal communication skills with a talent for precise articulations of issues and identification of potential resolutions., • Strong analytical and time management skills., • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations., • Effective organizational and time management skills., • Ability to excel within a team environment and independently., • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Employee’s Name Employee’s Signature Date Supervisor’s Name Supervisors’ Signature Date

Job Description Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we're a fit for you. Locations: Dallas, TX Team Overview The Financial Planning Analyst supports the organization's strategic and financial objectives by assisting with financial forecasting, analysis, and data-driven reporting. This position will work collaboratively with the Finance team and department contacts to support budgeting, planning, and performance analysis. The Finance team's effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization. Key Responsibilities • Assist in the development and maintenance of financial models to support annual budgeting, forecasting, and financial planning., • Analyze financial performance, identify trends, and summarize findings for review by senior Finance team members., • Prepare monthly, quarterly, and annual financial reports, including variance analysis and supporting documentation., • Work with department contacts to monitor spending and support alignment with operating budgets., • Assist in preparing financial schedules for funding proposals and periodic reports for institutional funders., • Support the identification of financial risks and opportunities and escalate findings to senior team members., • Support continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools. Minimum Qualifications • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 4+ years of experience in financial planning and analysis., • Proficient in Excel and financial modeling; experience with data visualization and dashboard development using BI tools (Power BI or Tableau)., • Knowledge of GAAP and financial compliance standards., • Strong analytical, problem-solving, and critical-thinking skills., • Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences., • Strong organizational skills and attention to detail, with the proven ability to manage multiple priorities and meet deadlines in a dynamic environment. Pay & Benefits At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year. Want to Know More About ADF?

Job DescriptionDescription: The Fixed Asset Analyst will serve as the company’s subject matter expert on all things related to capital spend and fixed asset accounting. This role bridges Finance and Operations, working closely with our outside plant (OSP) and construction teams to ensure accurate tracking, reporting, and forecasting of capital projects across the telecom and fiber network. The ideal candidate combines financial acumen with a deep understanding of capital project lifecycles, enabling clear insight into the company’s investments and their impact on long-term growth. Key Responsibilities Capital Project Management • Establish, maintain, and close capital projects in accordance with company policy and accounting, • standards., • Partner with operations and construction teams to ensure accurate project setup, coding, and, • cost alignment., • Manage the lifecycle of capital projects from initiation through close-out, ensuring timely, • capitalization. Financial Tracking & Analysis • Track all capital spend, including purchase orders (POs), invoices, and actual-to-forecast, • variances., • Develop and maintain dashboards and reports summarizing project budgets, spend-to-date,, • committed costs, and remaining forecasted spend., • Conduct monthly reconciliations between accounting systems and operational project data., • Cross-Functional Support, • Serve as the primary finance resource for outside plant and construction teams on capital-related, • topics., • Support project managers and leadership with spend forecasts, project progress metrics, and, • financial insights., • Collaborate with accounting to ensure proper asset capitalization, depreciation, and compliance, • with GAAP and company policies., • Reporting & Forecasting, • Prepare and present detailed capital expenditure (CapEx) reports to finance and operations, • leadership., • Identify trends and risks in capital performance and propose corrective actions., • Assist with annual budgeting and quarterly reforecasting processes related to fixed assets. Continuous Improvement • Streamline and standardize capital reporting processes and data integrity across systems., • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field., • 5 years of experience in fixed asset accounting, capital project accounting, or financial analysis (telecom or construction industry experience preferred)., • Experience working with cross-functional teams, particularly operations, construction, or outside plant (OSP) groups. Technical Skills • Strong understanding of GAAP, asset capitalization rules, and depreciation methodologies., • Proficiency with ERP/accounting systems and project management or OSP systems (e.g., SAP, Oracle, NetSuite, or similar)., • Advanced Excel skills, including pivot tables, lookups, and financial modeling., • Ability to build and maintain dashboards and financial reports., • Experience reconciling financial data between multiple systems. Analytical & Financial Skills • Ability to track and analyze capital spend, including POs, invoices, variances, and forecasts., • Strong financial modeling, budgeting, and forecasting capabilities., • Ability to assess trends, identify risks, and recommend corrective actions. Project & Process Management • Demonstrated ability to manage the full lifecycle of capital projects from initiation through close-out., • Strong organizational skills to maintain project coding, documentation, and cost alignment., • Experience with process improvement, system optimization, or standardization of reporting tools.

Job Description About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360), and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: • Build, modify, and utilize financial models for business enterprise (DCF, market multiples), securities (option-pricing methods), and intangible asset valuation (excess earnings method, relief-from-royalty method, etc.), • Conduct research on clients, competitors, industries, and capital markets, including market multiples, financial ratios, and discount rates, • Manage basic projects from start to finish, resulting in articulate, client-ready deliverables, • Direct analyst-level staff in data gathering and analysis, and review analyst work, • Be actively involved in training new analysts in basic models and procedures, • Build ongoing relationships with clients as part of the engagement process What you will need: • 4 to 6 years’ work experience at a valuation firm or valuation practice of a public accounting firm, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus, • CFA, ASA or ABV designation is a plus (or progress toward such designations), • Extensive knowledge of Microsoft Office products, especially Excel, • Effective communication skills, strong attention to detail, and analytical capabilities, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting, • Strong work ethic and ability to work flexible hours around critical due dates, • Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: • Competitive bonus program, • Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Reimbursement for admission fees and study material for professional designations, • Growth - VRC is growing, and so can your career, • For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email .

Job DescriptionCompany Description At Raising Cane’s Chicken Fingers®, we serve only the most Craveable Chicken Finger Meals® — it’s our ONE LOVE®. What began as a dream by our Owner and Founder, Todd Graves, has grown into one of the fastest-growing chicken concepts, with over 1,000 Restaurants worldwide. Known for our great Crew and cool Culture, we live by a Work Hard, Have Fun philosophy. As we continue to grow across the U.S. and internationally, including Restaurants in the U.K. and Mexico, every Crewmember plays an important role in our success. Now is your chance to join the team and help establish Cane’s in the U.K! Job Description The Senior Financial Analyst supports Restaurants within their assigned division by building and interpreting financial data that guides operational and strategic decisions. The role requires strong technical skills in analysis, modeling, and reporting, as well as the ability to translate findings into clear communication, presentations, and insights that highlight business opportunities for leadership. This position is hands-on, with active involvement in both the data and the business to ensure insights drive impact. Your Impact and Responsibilities: * Support recurring reporting cycles (weekly, monthly, quarterly, annual) with accurate, actionable insights * Deliver clear, timely financial reporting and commentary on business performance, trends, and forecasts to guide decision-making at both the Restaurant and company levels * Assess performance of marketing initiatives by analyzing costs, incremental sales lift, and break-even thresholds to provide actionable insights and guide future promotional strategies * Build and maintain financial models and tools to analyze results, optimize profitability, and strengthen reporting capabilities * Conducts ad-hoc analysis focused on financial performance and operational metrics as the need arises, delivering timely insights to stakeholders * Provide insights and recommendations to cross-functional teams, including Marketing, FP&A, Business Intelligence, IT, and Operations to support strategic initiatives * Create and deliver financial presentations that clearly communicate findings and opportunities to leadership * Contribute to the annual budget development and quarterly re-forecasts through the preparation, validation, and system upload of financial data Travel Requirements: Up to 5% Qualifications Required Qualifications: * 3+ years of financial analysis experience within a public company * Bachelor's degree in Finance or a related field, or equivalent professional experience * Proven ability to transform financial analysis into strategic insights that influence business outcomes * Advanced proficiency in Excel and strong experience creating professional PowerPoint presentations to communicate financial insights to leadership * Proficient in business intelligence tools (e.g., Tableau, planning software) with the technical ability to adapt quickly to new systems * Strong analytical, written, and verbal communication skills with the ability to present complex information clearly Preferred Qualifications: * Experience in multi-unit retail or Restaurant industries Additional Information All your information will be kept confidential according to EEO guidelines. Terms of Use Privacy Policy Candidate Privacy Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionDescription: At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Operations Reporting Analyst. Loan Servicing Experience is a MUST. Previous experience completing SBA 1502 Reporting is a MUST. Description: The Operations Reporting Analyst is responsible for partnering with Loan Operations management to create and monitor all department reporting needs. These responsibilities include SLA, KPI, exception and SBA related reporting requirements/needs. The Operations Reporting Analyst is responsible for oversight and review of the ongoing SBA portfolio including reporting, audit of existing files, and communication with internal and external stakeholders. This role will also partner with the Special Assets team to assist with liquidation processing on SBA loans. The loan ops reporting analyst provides technical guidance and implements processes for continuous improvement relating to the SBA portfolio, and all other duties as assigned by the Director of Loan Operations. Responsibilities: • Manage macro-level SBA Department Projects including, but not limited to:, • SBA 1502 reporting and transition to automation, • SBA Liquidation Process, • PPP forgiveness and bank-wide support/communication until project is complete, • Build reporting tools for analyzing and managing the existing SBA portfolio as related to risk and quality, • Assist in internal audit of loan files as directed., • Coordinate the liquidation process between the SBA, Special assets team and Lending unit, • Back up and support the loan operations teams, • Notify management of potential risks identified during audit/review/reporting of loans., • Create and distribute department wide reports for review by management team, • Create monthly volumes and SLA reporting for management Education / Experience Preferred: • Bachelor's degree or equivalent work experience., • Loan Servicing Experience required., • 5-10 years of working directly with SBA loan programs., • Previous experience completing SBA 1502 Reporting required., • SBA Servicing and Liquidation experience preferred., • In-depth knowledge of SBA lending practices and requirements as well as the SBA SOP Origination, Servicing, and Liquidation manuals. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at . You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

Job Description We are looking for an experienced Senior Financial Analyst to provide financial expertise and support for cybersecurity initiatives within a leading manufacturing company. Based in Plano, Texas, this role offers the opportunity to work on a long-term contract basis while contributing to key financial operations and strategic projects. This is a 12-month contract position Hybrid work schedule Financial Coordinator/Sr Financial Analyst (contract position): Responsibilities: • Conduct detailed financial analyses to support decision-making for cybersecurity projects., • Manage and monitor budgets to ensure compliance with financial goals and objectives., • Prepare and present financial reports to stakeholders, highlighting insights and recommendations., • Collaborate with cross-functional teams to align financial strategies with business objectives., • Perform ad hoc financial analyses to address urgent business needs and provide actionable insights., • Evaluate financial performance by analyzing trends, variances, and key metrics., • Support forecasting and planning processes to ensure accurate financial projections., • Identify opportunities for cost optimization and efficiency improvements., • Ensure adherence to financial regulations and company policies in all activities. Bachelor's degree in Finance or Accounting Proven experience in financial analysis, with a focus on cybersecurity or related portfolios preferred Strong skills in ad hoc financial analysis and problem-solving Expertise in budget management and tracking financial performance Proficiency in financial reporting and data visualization tools Ability to collaborate effectively with cross-functional teams and stakeholders Excellent analytical skills with attention to detail Expertise with Excel, Power BI, Powerpoint

Job Description Our client is seeking a Senior Financial / Travel Analyst for a 12 month contract in North Dallas. The Senior Travel Analyst will be responsible for our clients travel program by delivering data‑driven insights that improve cost management, policy compliance, supplier performance, and team member experience. This role partners closely with Travel Services, Procurement, Finance, and external travel partners to enable efficient, compliant, and customer‑focused travel operations The ideal candidate demonstrates strong analytical capability, sound judgment, and a continuous‑improvement mindset. Key responsibilities: • Analyze corporate travel and expense data to identify trends, risks, savings opportunities, and service issues, • Ensure data accuracy, integrity, and consistency across reporting outputs, • Support airline, hotel, ground transportation, and travel management company performance reviews, • Provide analytical support for supplier sourcing activities, contract reviews, and renewals, • Track service‑level performance, cost drivers, and improvement initiatives, • Identify exceptions, root causes, and corrective actions, • Identify opportunities to streamline reporting, improve processes, and enhance the team member travel experience, • Participate in special projects and cross‑functional initiatives as assigned, • Bachelor’s degree in Business, Finance, Supply Chain, Analytics, or a related field, or equivalent experience, • 3+ years of experience in analytics, finance, shared services, procurement, or corporate travel, • Advanced proficiency in Excel; experience with Power BI, Tableau, or similar tools preferred, • Ability to manage multiple priorities in a fast‑paced, matrixed environment, • Experience supporting corporate travel, expense, or shared services programs, • Familiarity with travel booking tools, expense platforms, and supplier contracts, • Exposure to audit, compliance, or SOX‑related activities

Job Description Summary: The Senior Financial Analyst – Data & Automation supports daily proforma financial reporting, executive decision-making and financial process automation within a complex, multi-entity organization. Reporting directly to the EVP, Chief Accounting Officer, this role serves as a bridge between Finance, Accounting and financial systems. The position requires strong financial statement expertise, advanced data and automation capabilities and the ability to translate complex financial information into actionable decision tools. Essential Job Duties & Responsibilities (Include but are not limited to): • Prepare daily proforma income statements, balance sheets, and cash flow statements, • Analyze financial results at both entity and consolidated levels, • Validate and understand multi-entity rollups, eliminations and financial statement hierarchies, • Trace consolidated financial results to underlying entity-level data and source systems, • Support executive leadership with what-if and scenario modeling, including balance sheet actions (loan and deposit growth, securities activity, funding changes), • Build integrated financial projections, cash flow forecasts and NPV analyses, • Develop and maintain financial models, forecasts, dashboards and ad hoc analyses, • Partner with Accounting team members to enhance data automation and reporting processes, • Design and implement automation using advanced Excel, Power Query, Power BI, analytics, programming or AI tools, • Work with ERP systems (e.g., Hyperion, SAP) from a technical reporting and analysis perspective, • Communicate effectively with executives, finance leadership, accounting teams and technical partners Qualifications (Education, Experience, Computer Skills, Certifications, Etc.): • Bachelor’s degree in Finance, Accounting, Economics or related field, • Minimum of 5 years of experience in financial analysis, FP&A or financial reporting, • Strong understanding of financial statements and multi-entity financial structures, • Working knowledge of consolidation concepts, rollups and eliminations, • Advanced Excel skills (including Power Pivot); Power BI experience required, • Experience working with ERP systems from a technical reporting perspective, • Demonstrated experience building data or process automation in a finance or accounting environment, • Preferred: SQL, AI-enabled analytics exposure, CPA or CFA (or progress toward certification) Benefits options include: • Medical, dental and vision coverage, • 401K with company match, • 11 paid holidays, • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis, • Applicant may be eligible for annual discretionary bonus No relocation assistance provided. If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Beal Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Notice to California Residents: Beal Bank USA, Beal Service Corporation, CLMG Corp. and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Job Description ABOUT US Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services. SUMMARY The Sr. Analyst, FP&A will support DAI’s manufacturing business, including budgeting and reporting of ODS subsidiary’s P&L and plant P&Ls, including but not limited to providing company stakeholders with an understanding of the detailed business drivers in P&L variances, profitability, and operational efficiencies. The Sr. Analyst will be the subject matter expert of the company’s financial performance as it pertains to the various internal and external users of this data, and its derivatives. This will necessitate regular coordination with various internal diverse groups to ensure alignment and understanding. Additionally, the Sr. Analyst will play a large role in developing robust financial models, pro-forma financial statements, and other requirements as part of high-visibility corporate strategic initiatives and more. This role requires strong intellectual curiosity and financial modeling skillsets, as well as exceptional people skills as it involves regular interdepartmental interfacing. ESSENTIAL DUTIES AND RESPONSIBILITIES • Manage the budgeting and forecasting of business unit P&L lines, in addition to developing an in-depth understanding of all variables that impact those line items to become the go-to SME, • Perform detailed variance analysis elucidating drivers in each accounting period, especially in support of manufacturing to enable extremely efficient & rapid growth, • Interface regularly with Accounting and Shared Services counterpart(s) to ensure agreement of all numbers and accurate accounting recognition thereof, • Provide actionable insights and strong reporting commentary, including metrics reporting, • Support FP&A leadership in overall business unit matters helping build & improve processes, support ERP/EPM implementation, etc., • 3-5 years of relevant FP&A experience required, • Advanced Excel & PowerPoint skills required, • Strong grasp of general business, financial concepts and accounting principles, • Strong analytical and research skills, • Knowledge of financial software and systems, especially major ERP & EPM solutions (e.g., SAP, MS Dynamics & Planful, Hyperion), • Demonstrated attention to detail as well as the ability to summarize results, • Ability to prioritize tasks and manage multiple, often competing, interests while working independently, • Excellent written and verbal communications skills, including ability to present to groups Bachelor in Accounting, Finance or Business Administration required Master in Business Administration (MBA) and/or professional certification (e.g., CPA) preferred EQUAL OPPORTUNITY EMPLOYER Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Company DescriptionData Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

WELLTOWER – REIMAGINE REAL ESTATE WITH US At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday. We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team. SUMMARY Budget Analyst is responsible for fund-level capital planning, funding execution, and financial analysis in support of portfolio performance and investment objectives. The role oversees the funding and approval of capital, redevelopment, and facility budgets; oversees purchase orders and budget revisions; and delivers financial modeling, reporting, and performance analysis to support capital allocation and value creation decisions. The analyst ensures compliance with established approval frameworks and financial controls while partnering with Capital and cross-functional teams to align project execution with fund return targets. This role requires strong judgment, analytical rigor, and the ability to manage complex, dynamic workflows. Reports to the Budget Manager, Capital Administration. KEY RESPONSIBILITIES • Participate in the annual fund budgeting and reforecasting processes at the direction of the Sr Director, • Aggregate and analyze project- and component-level cost data to support fund-level financial analysis and decision-making, • Work with Asset Management Team to analyze portfolio-level performance and partner with Capital teams to ensure projects align with fund financial objectives and return targets., • Develop (at the direction of the Sr. Director and with Capital Solutions and Operations Finance) tracking tools and perform variance analysis to support performance / spend monitoring and strategic decision-making., • At direction of Sr Director, assist in development of, and own recurring delivery of, monthly, quarterly, and annual fund-level financial dashboards and tracking tools., • Apply a data-driven, value-oriented approach to portfolio management by evaluating revenue opportunities and supporting major capital investment decisions, • Prepare ad hoc financial analyses and reporting for senior management Acquisition Diligence • Oversight and Ownership of the Capital Diligence / Acquisition Tracker workspace in Smartsheet, including updating of deal timing, and cataloging of all associated attachments and supporting documentation., • Track and document open deal issues and follow-up items to support timely resolution throughout the diligence process, • Facilitate cross-functional communication among internal stakeholders, operators, and vendors to ensure alignment during diligence, • Coordinate property site visits with Capital Diligence (CD) and IT (Investment Team) Deal team members, • Support the development and ongoing maintenance of 10-year capital plans for new acquisitions and existing fund assets, • Assist in developing and refining capital expenditure scopes and budgets in collaboration with Operators, Capital Projects, and Asset Management teams, • Collect, organize, and maintain property condition reports, compliance documentation, and capital expenditure materials within Smartsheet and SharePoint, • Prepare and deliver comprehensive post-closing handoff packages to Capital Projects and Asset Management teams OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. TRAVEL Some out-of-area and overnight travel may be expected. MINIMUM REQUIREMENTS • Minimum of 2-3 years’ experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred., • Bachelor's Degree: A bachelor's degree in finance, accounting, business administration, or a related field is typically required. Relevant certifications or advanced degrees may be considered as a plus., • Ability to make decisions on minor issues in accordance with company policy., • Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills., • Experience in Real Estate Industry: A strong background in the real estate industry, particularly in capital projects management, or property management, is highly desirable. Experience within the healthcare or senior living sectors is advantageous., • Ability to work strategically and with significant financial and project management discipline to ensure flawless execution., • Demonstrated organizational skills and ability to manage multiple projects simultaneously., • Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe. Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position. Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet

Water Utility Financial Analyst/Consultant. The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement.

About Mercor’s talent network Join our Financial Analyst Expert Network to connect with leading AI labs and companies seeking your expertise. What we're looking for: - Professional experience in financial modeling & forecasting, financial statement analysis, budgeting & variance analysis - Str

The analyst ensures compliance with established approval frameworks and financial controls while partnering with Capital and cross-functional teams to align project execution with fund return targets.

Audit Senior - Public Accounting (Hybrid/Remote) - Advancement Opportunity! This Jobot Job is hosted by: Tony Barhoum Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $100,000 per year A bit about us: We are a premier accounting, tax, financial advisory, and consulting firm established in 1997 with a focus on service. Over 23 years, we have grown in staff and expertise. Today, our team of over 100 professionals offers strategic planning solutions to entrepreneurs. We value our employees, which ensures our clients receive excellent service. Our reputation has attracted notable public and private institutions as clients. Why join us? BENEFITS • Competitive Salary & Bonuses!, • Full Benefits Package!, • Hybrid Work & Flexible Schedules!, • Meaningful Work!, • Accelerated Career Growth! Job Details Audit Senior (Public Accounting) We are seeking an experienced and driven Audit Senior to join our growing Public Accounting team. This role is ideal for a highly motivated professional who values integrity, collaboration, and continuous learning. The Audit Senior Analyst plays a key role in the execution of audits, reviews, and compilations, while also mentoring junior staff and contributing to a positive team culture. Key Responsibilities: • Lead the planning, execution, and completion of financial statement audits, reviews, and compilations in compliance with professional standards and firm policies., • Analyze complex financial records and reports to ensure accuracy and regulatory compliance., • Identify, communicate, and resolve accounting, auditing, and internal control issues., • Review and finalize work prepared by staff and provide constructive feedback to ensure accuracy and professional development., • Assist in risk assessments and provide recommendations for improvement to clients., • Maintain and ensure the confidentiality and integrity of sensitive client information., • Develop and maintain strong client relationships through effective communication and proactive issue resolution., • Bachelor’s degree in Accounting (required)., • CPA designation preferred or actively pursuing CPA licensure., • 3–5 years of experience in public accounting, with a focus on auditing., • Proficiency with audit software and Microsoft Office Suite (especially Excel)., • Strong understanding of GAAP, GAAS, and risk-based audit methodologies., • Excellent analytical, organizational, and time-management skills., • Exceptional written and verbal communication abilities., • Ability to manage multiple engagements simultaneously in a fast-paced environment., • Experience with accounting software such as QuickBooks, CaseWare, or CCH Engagement., • Familiarity with auditing in industries such as manufacturing, construction, or non-profits., • Competitive salary and annual performance-based bonuses., • Paid time off and holidays., • Professional development opportunities and CPA support., • Health, dental, and vision insurance., • 401(k) plan with employer contributions., • Flexible work environment with potential hybrid schedule. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy