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Job DescriptionWe’ve built Rowan by rethinking the ear piercing experience from the ground up—prioritizing safety, clinical expertise, and a customer experience that feels both celebratory and trusted. Every piercing is performed by licensed nurses and guided by our Rowan Clinical Piercing Standard® and paired with our hypoallergenic products, setting a clear standard that is differentiated from traditional retail models. Our goal is to create a destination where customers feel confident, cared for, and excited to participate. Rowan’s Demand Planner, reporting directly to the Director of Inventory Management, will be data and process driven and be expected to drive sales growth and profitability using analytics, historical trends, and industry knowledge to help develop item, category, assortment and brand level merchandise sales and buy plans. This role requires the ability to influence both peers and managers at all levels of the business. Accountability for analysis of the business and the development of future strategies that support financial targets is a key component of this role. A successful candidate enjoys working with a team in a fast-paced environment and is passionate about retail. What you'll do: • Develop and maintain strong relationships with inventory and buying departments to deeply understand business performance at the item level., • Collaborate with relevant teams to develop item, category-level and subcategory strategies, enhancing overall business effectiveness., • Develop and maintain accurate demand forecasts by analyzing sales trends, seasonality, promotions, and market intelligence., • Monitor forecast accuracy and identify root causes of forecast errors; implement continuous improvements., • Maintain SKU-level forecast data and support new product introductions and phase-outs., • Prepare and present reports and dashboards on forecast performance, inventory metrics, and demand trends., • Lead Open to Buy (OTB) discussions, identifying and focusing on business drivers, opportunities, and strategic initiatives., • Oversee markdown management and inventory health, including pre-season buying budgets, in-season replenishment, pricing strategies, and procurement forecasts., • Conduct comprehensive financial forecasting, including item-level planning, annual operating plans, and regular forecasts of sales, receipts, gross margin, and inventory positions across various timeframes and categories., • Conduct detailed analyses to support strategic initiatives and regularly review business performance, providing actionable insights and recommendations for improvement., • Understand and anticipate customer behavior and market trends to influence demand and adjust category vision and strategies accordingly., • Perform detailed vendor analysis to support and inform negotiations., • Communicate effectively to align and influence cross-functional stakeholders, ensuring collaboration with Allocation, Finance, Marketing, and Operations teams to meet collective goals., • Drive initiatives aimed at maximizing sales potential and continuously seek opportunities to improve overall business performance., • Run financial modeling to support informed buying decisions, incorporating assumptions, expectations, and known risks., • Ensure structured reporting deliverables are met, evaluating reports for accuracy, performance efficiency, and adherence to best practices., • Provide timely and accurate re-projections based on current trends to effectively manage inventory and drive margin., • Interface with key departments to ensure cross-functional goals are met., • Exhibit initiative to look beyond the everyday business to identify opportunities to maximize sales potential., • Perform all other duties as assigned, demonstrating flexibility and adaptability to changing business needs and expectations.What you bring to the table:, • Bachelor’s degree in Merchandising, Finance, Business, Accounting or similar field or equivalent experience., • 3-5 years’ experience in merchandise planning, inventory management, analytics, planning, business management, omni-channel merchandising, or related area., • Very strong analytically with strong communications and presentation skills; ability to present complex information to various audiences., • Excellent attention to detail, organizational skills, time management, and influencing cross functionally., • Strong executive presence with the ability to partner and challenge simultaneously., • Proficient in Microsoft Applications (i.e., Excel, PowerPoint, Word)., • Entrepreneurial spirit - excited by the challenges that come along with building brands. Full-Time Benefit + Perks:, • Medical/Dental/Vision Health Plans, • Long-term Disability, • Life Insurance, • 401k and Roth IRA Plans, • Paid Parental Leave, • Open PTO policy, • Employee discounts on our amazing products!About Us: Rowan is an innovative ear-piercing and hypoallergenic jewelry brand that brings safety to the forefront with our team of licensed nurses—and celebration to every guest with our joyful approach to piercings and jewelry. Our brick-and-mortar locations across the US also provide a long-overdue alternative to the standard mall piercing. At Rowan, we believe that every ear piercing is a milestone and it should be celebrated. We believe in “Piercing for All”. Check us out on CNBC's How I Made ItCheck us out on the TODAY Show on NBC — How 1 woman is reinventing the ear piercing experience (today.com) How Rowan Has Created a New Pathway for Nurses Important note: Rowan believes in teamwork, collaboration, and diversity. We know our team is stronger together and we commit to staying true to these values as we grow. In a remote setting, interviewing at Rowan may include phone interviews, virtual “on-site” interviews, and on-the-job mock cases. We are committed to run a thorough process for candidates with whom we identify a potential match, and we will do our best to follow-up with each and every applicant! If you’re on the fence, just give it a try! We are an equal opportunity employer and we encourage everyone to apply! Rowan is an equal opportunity employer. All applicants will be considered for employment without regard to race, religious creed (including religious dress and grooming practices), color, national origin (including language use and possession of a driver's license issued to persons unable to prove their presence in the United States is authorized under federal law), ancestry, physical disability, mental disability, medical condition, genetic information, registered domestic partner status, marital status, sex (including pregnancy), sexual orientation, gender, gender identity (including transgender identification), gender expression, age for individuals over forty years of age, military and veteran status of any person, or any other consideration made unlawful by federal, state, or local laws (“protected characteristics”). We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Health insurance, • Opportunity for advancement Program Director Balanced Martial Arts Eastchester, NY Most days at Balanced Martial Arts come down to small moments. A parent worried about their kid's focus. A new family trying to figure out if this place is right for them. We need a Program Director for those moments. Balanced Martial Arts has been serving Eastchester and surrounding communities for 25 years. Almost 500 active members. Documented systems for how everything runs. A team of instructors who've been here for years. The right Program Director isn't going to be building any of this from scratch. They're stepping into something that already works, and helping us make it better. This role fits two kinds of people. An experienced martial arts school Program Director who's hit their ceiling and wants room to grow. Or a strong sales and operations person from outside the industry looking for work that actually matters. Here's what the Program Director actually does. They make sure every student is understood, informed, and supported. They're the person parents trust. They're the reason a 500-member school still feels like a family. Career Path: This seat is the natural feeder into a Location Manager role as we grow with broader influence over operations, team development, and scheduling. Key Responsibilities • Lead Generation, • Enrollment Conversion, • Student Growth, • Student & Family Retention, • Financial & Operational Health, • Facility & Presentation, • Team Leadership, • Social Media & Brand What We're Looking For Must-Haves 2+ years of experience in sales, customer service, operations, or a client-facing role Strong communication and interpersonal skills especially with parents and kids Organized, detail-oriented, and comfortable owning systems and metrics Comfortable with technology Reliable, accountable, and coachable Nice-to-Haves Prior management or supervisory experience Martial arts background or personal training experience Sales or closing experience Comfortable with technology (we use Zen Planner and GoHighLevel; we'll train you). Compensation Base salary: $70,000 $85,000 per year, commensurate with experience. In addition to base pay, we offer bonuses tied to new student enrollments and program upgrades (Black Belt Club & Leadership Team). Successful team members typically earn total compensation of $90,000 $110,000+ when targets are met or exceeded. Schedule Our business operates when students and families are available, so evenings and weekends are part of the role. We prioritize a consistent 5-day work week with predictable hours, rather than split or constantly changing schedules. Evenings and one weekend day are a regular part of the role, as these are our highest-impact times for enrollment, student development, and family communication. Schedules are set in advance and remain stable.

Job Title: Project Manager \n Location: White Plains, NY 10601 (Hybrid 3 days onsite) \n Duration: 12+ Months \n Pay rate range: $60.00 - $65.00/hour on W2. \n \n Project Overview: \n • The IT Project Manager role will support the execution of a variety of technical solutions across multiple business units. \n • Background: RSC Digitalization: As part of Clients continuous improvement in NERC Compliance systems, there are several projects occurring that are critical to continued business systems improvements. Client's ability to both maintain and improve its NERC compliance posture will be critical to both Client and the energy industry. Internal Audit: The current Internal Audit (IA) strategy and processes could benefit from enhancements to improve our effectiveness and efficiency. The audit team is using tools and methodologies that require considerable manual effort, which can be time-consuming and may limit the thoroughness of audits. \n • This impacts the overall quality of audit outcomes. Additionally, the IA department has an opportunity to modernize and align with technological advancements seen in other departments within the utility industry. By integrating innovative technologies, the audit team can enhance their capabilities, streamline tasks, and modernize the audit processes to keep pace with industry standards. \n • Capacity Forecasting: Client currently operates a capacity price forecasting model that produces Client’s proprietary long term capacity price forecast, which is reflected in Client’s 10-year financial plan and utilized by various departments to inform Client’s investment decisions and guide the implementation of Client’s strategy. Client’s capacity price forecasting model was developed in-house and is currently Excel based. Being Excel based limits the flexibility of the model and introduces operational risk. This project is a collaboration with IT to explore and implement a more robust solution, likely involving a database with a computational engine. \n \n Job Functions & Responsibilities: \n • Ability to coordinate and lead multiple projects as assigned. \n • Act as the bridge between business and IT. Support the IT workstream and documents of projects via IT Project Delivery processes, procedures, and tools for assigned projects. \n • Monitor the project schedule and deliverables. \n • Track progress and report updates to stakeholders. \n • Recognize problems or situations that will or may impact on the project delivery. \n • Utilize IT project management methodologies (Agile, Waterfall, hybrid) to drive technical solution delivery. \n • Assist in fulfilling requirements for the IT Project Delivery and IT Governance process \n • Work collaboratively with project teams, various IT teams, and related business unit staff and vendor teams \n • Promote and maintain communication between project team members and stakeholders and manage expectations. \n • Prepare correspondence, presentations and/or reports as required. Follow-up on correspondence and outstanding requests for resolution. \n \n Skills: \n • Understand the software development life cycle and experience in IT project management methodologies (Agile, Waterfall). \n • Strong and tested project management skills including stakeholder management, conflict resolution, risk mitigation, organization skills, communication skills, daily standups, creation and presentation of data (updates, status, etc), vendor management. \n • Organized, good communicator, deadline driven, planner, problem solver, and adaptable \n • Ability to promote and maintain a positive and inclusive work environment with project team members, co-workers, management, and vendors by behaving, collaborating, and communicating in a manner consistent with professional standards. \n • Superior interpersonal skills to ensure open communication across project teams. \n • Ability to handle broad-based, often complex, communication for internal and/or external audiences. \n • Outstanding record of project delivery success \n • Intermediate-Advanced M365 Suite (e.g. Excel, SharePoint, PowerPoint, etc.) skills \n \n Education & Certifications: \n • Bachelor’s Degree in business or technical field. \n • Minimum 7 years of increasing responsible experience, including experience successfully coordinating various IT projects in a matrixed environment. \n \n Employee Benefits: \n At LanceSoft, full time regular employees who work a minimum of 30 hours a week or more are entitled to the following benefits: \n Four options of medical Insurance \n Dental and Vision Insurance \n 401k Contributions \n Critical Illness Insurance \n Voluntary Permanent Life Insurance \n Accident Insurance \n Other Employee Perks \n \n EEO Employer: \n LanceSoft is a certified Minority Business Enterprise (MBE) and an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. \n This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. LanceSoft makes hiring decisions based solely on qualifications, merit, and business needs at the time. \n

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance Benefits/Perks • Career Advancement Opportunities, • Competitive CompensationJob Summary We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. Qualifications • Client service personality, kind, caring, friendly, • Series 65, • CFP or CFA, • Bachelor’s degree in finance or a related field; top grades, • Previous experience as a financial planner or financial analyst, • Excellent excel, word, power point, and Emoney skills, • Excellent communications and presentation skills, • Excellent references, • Desire to work and learn, • High attention to detail, • Clean regulatory history Starting Compensation: $60,000 About Us SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.

Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Deliver personalized invest

Job DescriptionBenefits/Perks • Career Advancement Opportunities, • Competitive CompensationJob SummaryWe are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. Qualifications, • Client service personality, kind, caring, friendly, • Series 65, • CFP or CFA, • Bachelor’s degree in finance or a related field; top grades, • Previous experience as a financial planner or financial analyst, • Excellent excel, word, power point, and Emoney skills, • Excellent communications and presentation skills, • Excellent references, • Desire to work and learn, • High attention to detail, • Clean regulatory history Starting Compensation: $60,000 About Us SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.

Location: White Plains, NY Pay rate: $50/hr W2 Duration: 12 Months Hybrid (Minimum 3 Days Onsite) Candidates must be local to the Tri-State area and able to work on a W2 basis. Fully remote work is not permitted. Summary: We are seeking a detail-oriented Portfolio Cost Control Analyst to support the Cost Control team by managing project cost analysis, billing, reconciliations, accounts payable activities, and financial reporting. The ideal candidate will have experience with SAP, Primavera, cost controls, and advanced Excel in a fast-paced project or construction environment. • Support portfolio cost control activities by tracking project expenditures and preparing cost reports., • Perform project and portfolio-level cost analysis, reconciliations, and variance analysis (budget vs. actuals)., • Prepare journal entries and perform manual interest calculations., • Process high-volume monthly billings and invoices using SAP, Primavera, and related systems., • Review and reconcile payments, revenue postings, and financial transactions., • Support project closeouts by completing reconciliations and preparing Closeout Memo Packages., • Investigate and resolve billing discrepancies and payment issues., • Process accounts payable invoices and purchase order corrections., • Verify purchase order funding and coordinate additional funding requests when necessary., • Prepare monthly financial reports, budget tracking, and cost monitoring reports., • Maintain client billing records, project hours, and payment history., • Assist with monthly accrual reviews to ensure accurate financial reporting., • Support departmental process improvements, system migrations, and workflow transitions., • Ensure compliance with internal financial controls, approved budgets, contracts, and company policies., • Bachelor's degree in Accounting, Finance, Business, or a related field., • Experience in Cost Control, Billing, Accounts Payable, Accounts Receivable, Accounting, or General Ledger., • Experience performing financial reconciliations and variance analysis., • Strong analytical and problem-solving skills., • Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, and data analysis., • Experience using SAP and Primavera., • Strong attention to detail and ability to manage multiple priorities., • Excellent written and verbal communication skills., • Experience with project accounting or project cost controls., • Experience with Procore, SharePoint, Microsoft Teams Planner, and Adobe/PDF tools., • Experience supporting project closeouts and cost recovery., • Knowledge of budgeting, accruals, purchase orders, and financial reporting., • Experience working in utilities, construction, engineering, or infrastructure projects. If you have experience in Cost Control, Project Accounting, Billing, Financial Analysis, SAP, and Primavera, we'd love to hear from you!

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client's unique needs, • Manage your client's financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue:, • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more, • Certified Financial Planner licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning #LI-Onsite You could be right for this opportunity if you have: • Bachelor's degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. USD $61,000.00 - USD $250,000.00 /Yr.

Our Company provides a state of predictability which allows brokers and agents to act with confidence. Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States. Along the way, we've been listed on the New York Stock Exchange, become a Fortune 500 company, joined the S&P 500, and seen our gross written premiums exceed $10 billion. Today, the Berkley brand comprises more than 60+ businesses worldwide and is divided into two segments: Insurance and Reinsurance & Monoline Excess. The company is an equal employment opportunity employer. The President is responsible for the successful management of virtually all aspects of the specific "stand alone" Operating Unit. S/he provides leadership and direction to the entire team including dedicated underwriting, claims, actuarial, marketing, technology and finance and is expected to develop and execute strategies that deliver high risk-adjusted financial returns and growth in favorable situations while managing risk. S/he understands, is passionate about and serves as role model for the core cultural norms of W. R. Berkley Corporation including dedication to integrity, honesty and the highest level of business ethics. Key functions include, but are not limited to: • Drive shareholder value through appropriate risk-adjusted returns., • Leverage the successful attributes of the Berkley Company while developing new strategies to further the Company's growth and profitability., • Assess the organizational structure and hiring requirements to align with both the current and future needs of the business., • Report regularly to the EVP and more formally on a quarterly basis to parent company CEO and President, Chief Financial Officer, and its Chief Actuary., • Set and drive strategic and operational objectives towards achievable short-term successes while making progress towards long-term goals., • Continually monitor objectives for financial returns, risk management, marketing and competitive advantages., • Position the Company within the market as preferred partner., • Inspire the team to be creative when leveraging their knowledge of the business and engage in exploring and experimenting with the opportunities for the business in the future., • Drive underwriting excellence through a high level of engagement in the business, data and analytics, and regular communication throughout the Company., • Ensure the achievement of continued profitability, growth and operational efficiencies through managing the business, underwriting profitability, claims and expenses., • Create a culture consistent within the greater organization for teams that excel in their industry knowledge, take pride in their ownership of the business and strive for delivering value to their stakeholders., • Must be willing to work from the Operating Unit headquarters office on a daily basis., • Minimum of 20 years of commercial lines underwriting experience., • BA/BS degree required, • Prior demonstrated success creating, presenting and executing on a strategy that built profitable and growth-oriented commercial lines underwriting businesses., • Understands the importance of a strong value proposition and knows how to appropriately leverage niche distribution relationships., • Possesses a sharp, rigorous thought process and can effectively translate vision creating logical connections for others between the dynamics of market realities, goals, strategy, tactics and results., • Demonstrated success in getting groups to work together, expecting others to be responsible for their actions and moving teams from current to future state capitalizing on innovation., • A self-starter who thrives in results-oriented and entrepreneurial environments., • A non-political player who can by virtue of background, experience and approach be immediately credible with both internal and external constituents including industry peers, distribution networks, brokers and customers, • Naturally competitive externally while being collaborative internally and whose words, tone and actions will set the bar for others to follow., • Track record of being highly attentive to operational and financial details, well organized and a disciplined planner with solid communication skills., • Able to effectively listen and then drive for efficiency of decision making vs. creating bureaucracy., • An entrepreneurial mindset with a strong balance of both strategic and operating skills. We do not accept any unsolicited resumes from external recruiting agencies or firms. Sponsorship not Offered for this Role

Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like "accounting for income taxes," "tax restructuring," and "tax controversy" pique your interest? Do you enjoy developing client relationships and providing federal tax compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include: Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements within the insurance industry. Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates and ensuring the integrity of tax results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities. Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team. Consulting with other service lines and peers to address tax issues and meet organizational objectives; particularly in the areas of international tax, state tax, transfer pricing, investments tax and M&A. Staying abreast, and educating others, of trends and developments within the insurance industry. Delivering professional and timely services to internal and external customers. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week Bachelor's degree in accounting, finance, or related field. 5+ years' experience in federal taxation. Experience managing and developing both client service relationships and engagement teams, local and remote. Proficient in using tax code and regulations. Strong knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP), and related pronouncements such as Accounting Standards Codification Topic 740: Income Taxes (ASC 740) and Statement of Statutory Accounting Principles No. 101 (SSAP 101). Technologically inclined, with the ability to articulate complex tax issues in a simplified manner across all levels of an organization. Limited immigration sponsorship may be available Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM. Previous Big 4 or large CPA firm experience. Experience in the Insurance Industry and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Requisition code: 353837 Job ID 353837

We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and

Job Description Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being responsive, thoughtful, and highly attentive to the needs of the individuals and families we serve. Our team is close-knit, working collaboratively to bring our core values to life each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences so that every client receives our utmost attention. The Associate Wealth Advisor position is focused on supporting the lead advisor with a secondary responsibility of generating revenue. This position is responsible for the retention of existing client relationships as well as the development of new client connections. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm. This individual must have strong relationship management skills. They must be reliable, organized and deadline-driven, as well as dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. The attributes that we look for in teammates include: • A sincere commitment to earning each client's trust by doing what's best for them, • Exceptional listening and communication skills with a genuine curiosity about people, • Strong financial planning knowledge across investments, retirement, tax, and estate topics, • Desire to continuously learn, grow, and mentor junior team members, • Humility and high responsiveness toward client needs, • Natural self-starter with a strong sense of time management and task prioritization, • Careful attention to detail combined with the ability to move work forward efficiently, • Firm commitment to compliance, process, and operational excellence, • Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team, • Flexibility and openness to new ideas, with a willingness to adapt and innovate, • Strong interpersonal skills, building rapport easily with clients and colleagues, • Desire to be a long-term contributing member of the team and firm Responsibilities Include: • Help individuals meet their unique financial needs and objectives on an ongoing basis:, • Establish and define the client-planner relationship., • Gather data, including goals., • Analyze and evaluate financial status., • Develop and present financial planning recommendations and/or alternatives., • Implement financial planning recommendations., • Monitor the financial planning recommendations., • Analyze the income, assets, expenses, and liabilities of clients as requested and at least once annually to review and update their financial situation and ensure comprehensive goals and objectives are being met., • Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions: estate issues; tax considerations; retirement planning or business planning objectives., • Comply with all FINRA/SEC/Raymond James compliance regulations; satisfy continuing education requirements., • Provide personal client service such as but not exclusive to:, • Work effectively with affiliated professionals who also serve as advisors to clients., • Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure their needs are met., • Respond to questions and concerns of clients., • Schedule and plan client meetings using the contact management system., • Rebalance client portfolios based on planner's criteria and using appropriate tools., • Remain up to date on industry developments, service, and product enhancements; regulatory issues; client needs or wants; and so forth., • Participate in the firm's investment committee, as appropriate. Qualifications: • Bachelor's Degree in Finance or related field, • Series 7, Series 63, and Series 65 or 66 licenses, • Experience working in small office environments highly desirable, • Ability to convey complex concepts simply, • Strong client facing experience in Wealth Management, • Excellent knowledge and communication of financial planning concepts and terminology, • Excellent knowledge of products such as mutual funds, stocks, bonds, insurances, and annuities, • Comfort with estate planning concepts, identifying client needs, and referring appropriately to estate attorneys and CPAs, while maintaining those relationships as key centers of influence, • Experience handling tax-related questions and working closely with tax professionals on behalf of clients., • Proficiency with computer programs, including MS Office Suite (particularly Excel), Envestnet, Redtail, GPM (MoneyGuidePro white labeled for Raymond James), etc. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Job Description Becoming an Advisor Becoming a financial advisor at Northwestern Mutual is an opportunity to help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained advising forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits • Advisor annual earnings of $82K-$250K (years 1-3), • Enhanced income structure to support training and early development, • Renewal income earned for continued client support and financial management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree (preferred), • A background in finance, marketing, business development, or athletics, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (2025) – Ranked 109th, • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winnerCompany DescriptionNorthwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

The role supports the Portfolio Cost Controls function within the Cost Control group by performing comprehensive cost analysis and reconciliations, managing high volume billings, processing accounts payable invoices, and completing monthly accrual reviews. Responsibilities also include verifying budget compliance, reviewing purchase orders, performing manual interest calculations, coordinating project closeouts, and supporting departmental workflows. The position requires a high level of accuracy, timely completion of all deliverables, and strong adherence to established financial controls and deadlines. • Portfolio Cost Control: Support cost management activities by tracking project expenditures, preparing journal entry adjustments, performing manual interest calculations, and generating portfolio-level cost reports., • Billing and Invoice Processing: Contribute to the accurate and timely preparation of high volume monthly billings and invoices using SAP, Primavera, PDF tools, and Teams Planner., • Reconciliation: Conduct routine portfolio and project-level cost control accounting, including variance analysis (budget vs. actuals) and financial system reconciliations. Research and resolve discrepancies related to payments and revenue postings., • Project Closeouts: Execute final reconciliations and cost recovery activities for completed projects. Prepare complete and accurate Closeout Memo Packages in accordance with departmental guidelines., • Billing Discrepancy Resolution: Maintain organized and accurate billing records. Assist with resolving billing-related inquiries and discrepancies for internal stakeholders and external customers., • Accounts Payable Support: Assist with invoice processing, purchase order corrections, and verification of available PO funding. Request additional funding when required to support accurate payments., • Reporting: Assist with monthly performance reports, budget tracking, and cost monitoring. Support data organization and analysis using Excel, Teams Planner, and Procore., • Account Maintenance: Update client billing records, project hour tracking, and payment history information across relevant systems., • Compliance: Review and verify budget requests against approved purchase orders and contract values. Assist in the monthly accrual review process to ensure accurate financial reporting., • Departmental Workflows and Transitions: Support the department in system migrations, process transitions, and implementation of new platforms and workflows. Ensure timely and accurate execution of related tasks., • Experience: Background in cost controls, billing, accounts receivable, accounts payable, accounting, or general ledger maintenance., • Analytical Skills: Strong analytical and auditing abilities to interpret financial data and resolve complex cost and billing discrepancies., • Technical Proficiency: Advanced Microsoft Excel skills (including PivotTables and lookup functions), as well as proficiency with PDF tools, Teams Planner, SharePoint, Procore, Word, and Outlook., • Systems Knowledge: Hands on experience using SAP and Primavera., • Core Competencies: Highly organized, detail oriented, and capable of managing complex billing processes under tight deadlines. Strong verbal and written communication skills with the ability to manage time effectively. College degree, preferably in related financial field

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of custome

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Maintains financial profitability by meeting and exceeding purchasing and sales.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms. Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a l