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Job Description Join The WorkPlace Group’s Accounting & Finance Talent Pool! Are you a passionate professional in the accounting and finance industry looking for your next career opportunity? The WorkPlace Group is excited to invite you to join our exclusive candidate talent pool! Why Join Us? • Exclusive Opportunities: As a leading Recruitment Process Outsourcing (RPO) and Executive Search provider, we know about job openings before they become public. We also have direct access to the hiring managers of finance companies and serve as their exclusive and in-house recruiter., • Priority Consideration: When a job needs to be filled, our recruiting teams first look for candidates in our database and candidate network. By sharing and uploading your resume, you can gain access to a wide range of job openings in leading accounting and finance companies., • Accounting & Finance Recruiting Specialists: The WorkPlace Group® has deep expertise in recruiting accounting and finance professionals. Who We’re Looking For: • Accounting and Finance Professionals: Whether you’re in financial analysis, accounting, auditing, or financial planning, we want to hear from you!, • Common Job Titles: We frequently fill positions such as Financial Analyst, Accountant, Auditor, Financial Planner, and more. Visit our website to see a complete list of job titles., • Experienced and Entry-Level Candidates: We welcome candidates at all stages of their careers., • Passionate and Driven Individuals: If you’re committed to innovation and excellence in finance, you fit our talent pool perfectly. How to Join: • Upload Your Resume, • Stay Connected: Follow us on LinkedIn, Instagram, and X., • Our Recruiters Will Be in Touch: As soon as we have a potential job opening for you to consider, our recruiters will reach out. Contact Us: For more information, visit our website at www.workplacegroup.com

Job Description Spark Car Wash Overview Spark Car Wash is a high growth, institutionally backed express exterior car wash company serving the Northeast. Spark is growing fast and plans to open a significant number of modern car wash locations throughout NJ, NY, and PA. Spark’s success is driven by a relentless focus on making the car wash an energizing experience for all, delivering a consistently excellent experience for customers and creating an enriching environment for employees. Guided by our values, Spark’s vision is to become the largest car wash operator in the region and the premier car wash brand in the market. Position Summary Spark Car Wash is seeking a Director of Finance to lead financial planning, forecasting, and performance analysis while providing strategic insights that drive business decisions across the organization. Reporting to the VP of Finance, this position will play a key leadership role in driving financial performance and supporting the company’s continued growth. The Director of Finance will oversee a Strategic Finance Analyst. The Director of Finance will partner closely with senior leadership and cross-functional teams to strengthen financial visibility, evaluate growth opportunities, and improve business performance. As Spark continues to scale, this role will be instrumental in building a modern, technology-driven finance function by leveraging AI, automation, and advanced analytical tools to improve efficiency and decision-making. The role is based at Spark's corporate headquarters in Summit, NJ, with an on-site schedule Monday through Thursday and the option to work remotely on Fridays. Essential Functions Financial Planning and Analysis • Monthly Financial Reporting: Prepare monthly management reporting, including MD&A, KPI reporting, and budget-to-actual variance analyses, using finalized financial results to provide actionable business insights and reporting to stakeholders to drive business decisions., • Planning and Budgeting: Lead the annual budget and rolling forecast processes., • Reforecasting: provide monthly trend analyses and fulsome quarterly reforecasting to update performance vs. expectations. Analytical Tools • Financial Modeling: Develop, maintain, and improve financial models related to store performance, budget, capital expenditures, liquidity, and other key areas of the business., • AI, Reporting & Process Optimization: Leverage AI, automation, and advanced analytical tools to develop meaningful business reporting, dashboards, and reporting packages that support data-driven decision-making. Identify opportunities to streamline workflows, improve efficiency, and serve as an internal subject matter expert and business partner in driving AI adoption across the organization. Board and Lender Engagement • Board Materials: Prepare materials for quarterly board meetings with a high degree of independence, clarity, and analytical rigor., • Lender Packages: Engage with lenders on new deal opportunities through putting together comprehensive lender packages with site underwriting as well as assisting in the close process., • Compliance Reporting: Put together monthly, quarterly, and annual reporting as it relates to ongoing compliance obligations. Business Collaboration and Insights • Strategic Business Partnership: Partner closely with Sales Operations, Marketing, and other corporate functions to provide financial insights and actionable recommendations that support key business decisions, drive revenue growth, and improve profitability., • Business Performance Analysis: Analyze business performance, identify trends and opportunities, and deliver meaningful reporting to help maximize revenue and operational efficiency. Strategic Projects • Real Estate Underwriting: Support in the development of tools to better underwrite real estate capital decisions., • Ad-hoc Analysis: Conduct ad-hoc data analysis to support strategic decision-making such as pricing analysis, customer analysis, benchmarking, and real-estate sizing., • Process Improvements: identify and implement new processes and analytical tools to analyze performance and evaluate new opportunities Requirements Required Education & Experience • Bachelor’s degreerequired, • A minimum of 8+ years of progressive experience in corporate finance, strategic finance, or FP&A Required Knowledge, Skills, Abilities • Strong financial modeling and analysis skills, • Proficiency in AI tools (Claude, ChatGPT, Parabola, Placer.AI), • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint, • Excellent written and verbal communication skills, including the ability to synthesize complex information clearly, • Experience leading cross-functional initiatives and managing multiple priorities in fast-paced settings, • Strong analytical and problem-solving skills, with the ability to turn data into actionable insights, • Advanced proficiency in creating executive-level presentations and materials, • Highly organized, detail-oriented, and comfortable operating in ambiguity, • Ability to partner closely with senior leaders and exercise sound judgment and discretion, • High ownership mindset and alignment with Spark’s values Preferred Skills, Experience, Education • Experience in private equity-backed environments, • Prior experience in working in multi-unit, development, or consumer retail-oriented companies Physical Job Requirements • Prolonged periods sitting at a desk and working on a computer, • Must be able to lift up to 15 pounds at times Travel Requirements • This position requires overnight domestic travel less than 25% of the time, • This position commutes between stores and headquarters less than 25% of the time Benefits • Competitive base pay salary plus annual performance-based bonus, • Comprehensive health benefits including medical, dental, and vision coverage, • 401k Plan (+4% company match), • Four weeks paid time off plus company paid holidays, • Company laptop and branded gear and free car washes at all Spark locations

Job Description Title: Business Analyst-Loan IQLocation: Dallas, TX – onsite/Local Our client is seeking a highly skilled Business Analyst with strong Loan IQ product expertise to join a dynamic Agile product team. This role will serve as the bridge between business and technology teams, supporting commercial lending initiatives, gathering requirements, and driving product enhancements. The ideal candidate will combine hands-on Loan IQ experience with Agile BA expertise and strong techno-functional capabilities. What's the Job? • Gather, analyze, and document business and functional requirements for Loan IQ-related projects and enhancements., • Collaborate with Product Owners, business stakeholders, and development teams to create user stories, define acceptance criteria, and prioritize the product backlog., • Support Agile delivery processes, including sprint planning, backlog refinement, stakeholder reviews, and requirements clarification., • Partner with technical teams to ensure solutions align with business objectives, Loan IQ capabilities, and integration requirements., • Participate in testing activities, including UAT planning, execution, defect resolution, and process improvement initiatives. What's Needed? • Proven experience as a Business Analyst supporting Agile product teams and software delivery initiatives., • Hands-on Loan IQ product expertise (required) with strong knowledge of commercial lending operations and workflows., • Experience creating and managing user stories, epics, functional specifications, and requirements documentation., • Strong techno-functional skills, including exposure to API integrations, system interfaces, and data flows between applications., • Ability to write and analyze SQL queries for data validation, reporting, troubleshooting, and business analysis. Preferred Experience • Experience supporting commercial banking, lending, or financial services technology platforms., • Strong understanding of Agile methodologies, Scrum practices, and product-driven development., • Ability to effectively communicate and collaborate with both business stakeholders and technical teams., • Experience supporting UAT, test planning, and solution validation efforts., • Excellent analytical, problem-solving, and stakeholder management skills.Key Skills: Loan IQ, Commercial Lending, Agile Business Analysis, Product Support, User Stories, Requirements Gathering, API Integrations, SQL, UAT Testing, Business Process Analysis, Stakeholder Management, Techno-Functional Analysis. This is a very long term contract opportunity with potential to convert full time. If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!

Job Description Position Title: Sr. Wealth Portfolio Planner Reports to: SVP, Simplicity Securities Department: Simplicity Securities / Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is a full-time, on-site role based in Summit, NJ, for a Wealth Portfolio Planner. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposal Recommendations and conducting Client Portfolio reviews for affiliated RIA and IAR Wealth Advisors using our proprietary platform. This is not an “Analyst” position. This is focused on helping Independent Wealth Advisors create winning Portfolio’s for their clients based on the objectives, needs and goals of those clients. Essential Job Functions: Inbound and outbound Advisor Service, Investment Holdings Review, Investment Proposal Generation & Portfolio Planning, Quality Assurance, Internal Projects and Wealth Advisor Coaching & Training. Primary Responsibilities: · Meets with Wealth Advisors to collect client information and build strong relationships (Phone/Video). · Works with Wealth Advisors in ensuring the proper forms are collected pre/post client meeting. · Acts as the primary interface between Wealth Advisors responsible for reviewing sensitive client information and inputting it into the Simplicity Wealth Tech System. · Services portfolio planning-related requests with a focus on providing high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree, strongly preferred · 3+ years of applicable work experience (non-intern) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy: Strong Proficiency in Google Office Suite · Must hold at least one of the following: Series 65 or Series 66, Series 7, CFP or CHFC Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Self-starter with ability to work independently and to learn a wide array of subject matter. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. Compensation (based on experience) • Base salary: $65,000 -$80,000 / exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901 / This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: IT Analyst Reports to: Director, Infrastructure Department: Infrastructure Location: Summit, NJ Position Type: In Person Classification: Full-Time; Exempt (Salary) Summary / Job Objective: The IT Analyst provides rapid, first-contact resolution for technical requests received via phone and email. In this role, you will diagnose hardware and software issues, escalate complex cases when necessary, and proactively identify trends to eliminate recurring problems. Responsibilities include configuring desktops and laptops, testing applications, and contributing to our internal knowledge base to improve team efficiency. Primary Responsibilities: • Technical Support: Perform on-site and remote diagnosis and resolution of hardware/software problems for end users., • Network & Systems: Execute scheduled maintenance, repairs, and new installations of network equipment. Troubleshoot Windows and MacOS clients and servers., • Security: Monitor security protocols, Audit security measures in the environment, document issues and solutions as required for SOC2 and industry compliance., • Data & Inventory: Maintain fixed asset inventory records and ensure system uptime for information architectures., • Proactive Strategy: Recommend hardware and software technologies that assist the business and propose alternative methods for information processing., • Training & Documentation: Train staff on IT hardware and software infrastructure. Document technical processes, procedures, and results., • Vendor Relations: Serve as a point of contact for IT vendors and service providers regarding hardware, licensing, and connectivity., • AI Leverage: Utilize AI tools to accelerate technical troubleshooting, automate routine scripting, and streamline documentation creation., • Additional tasks as assigned. Qualifications: • 2+ years of direct IT / Help Desk experience., • Familiarity with Active Directory, Ubiquiti networking equipment, Google Workspace. Ability to install, configure, and troubleshoot Windows and MacOS clients., • Proficiency in utilizing AI productivity tools to enhance troubleshooting and improve efficiency., • Associate’s Degree or higher preferred., • Ability to lift up to 50lbs for equipment setup; must have a valid driver’s license and good driving record to support remote locations. Core Competencies: • Communication: Translates complex technical information into actionable business language, both verbally and in writing., • Agility: Prioritizes and multitasks in fast-paced settings, adjusting quickly to shifting priorities and evolving technologies., • Initiative: An entrepreneurial self-starter who operates independently to exceed goals., • Discretion: Proven ability to handle sensitive and confidential information with professionalism., • Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals., • Analysis: Leverages analytical skills to identify challenges and generate innovative solutions., • Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships., • Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks. Essential Job Functions: • Communicate and exchange accurate information clearly with peers, leadership, and external partners., • Collaborate closely with colleagues and external parties to achieve project goals., • Operate computers and standard office equipment on a constant basis., • Assist clients and colleagues via telephone, email, and in-person., • Occasional evening or weekend work required based on project deadlines or business necessity., • Maintain a stationary position for extended periods and perform repetitive motions involving wrists, hands, and fingers. Travel Requirements: Occasional: (Overnight trips, roughly 1-2 times per month) Business Hours: Flexible Schedule: Monday-Friday, 8:00am-5:00pm with a 60 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met. Compensation & Benefits: Compensation (based on experience) • Base Salary: $55,000-$65,000 annually, • This is an Exempt position, • Annual Performance Bonus Target: 5% Benefits • Employee Benefits (Medical, Dental, Vision, Life Insurance, other), • 401k with Employer Match, • Paid Time Off, • Paid Parking, if applicable Location: 475 Springfield Ave., Summit NJ 07901 *This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionJob Title: IT Business Analyst Job Location: South Plainfield, NJ Duration: Hybrid: 3 days onsite Summary: This position is a direct report to the Sr IT Program Manager and has sound knowledge of business processes in the specific area of technology enablement. The Business Analyst is responsible for business systems related fields and how they align with user needs. Documents requirements, establishes Product objectives, and determines strategy for implementing systems related fields to achieve business goals, including gathering and prioritizing customer requirements and working closely with business functions to ensure customer satisfaction goals are met. Responsibilities: • Own functional specifications and serve as a functional expert with a deep understanding of business needs on product capabilities by defining business requirements, performing quality assurance, and defining reporting and alerting requirements., • Own the Business Case Challenge Team (BCCT) development process for the portfolio by working on Product, schedule, estimate, and benefits with Product teams., • Work on analytical projects which may include continuous improvement projects; data extraction; technical/financial review and analysis; compiling, monitoring, and analyzing performance metrics toward achievement of scorecard Clients; reviewing and revising documentation, preparation of presentations, and other ad-hoc assignments., • Align and support with the strategic direction of the broader IT organization. Contribute to the strategic vision/plans and identify process enhancements that improve customer experience and simplify the current landscape., • Keeps informed of technical and managerial advances in IT, including leading the introduction of best practices., • Oversees compliance with cost, schedule, and budget. Analyzes performance dashboards and scorecards to quantify and measure outcomes and identify persistent problems., • Develops reporting/dashboards to provide portfolio visibility to business management., • Develops reviews, evaluates, and formulates project plans, schedules, and budgets.Required Skills:, • Strong understanding of business processes and technology enablement., • Experience in documenting requirements, establishing product objectives, and implementing systems strategies., • Ability to gather and prioritize customer requirements effectively., • Experience in working closely with business functions to ensure customer satisfaction goals are met., • Expertise in defining business requirements and performing quality assurance., • Experience in developing reports and dashboards for business management., • Ability to oversee compliance with cost, schedule, and budget., • Experience in strategic planning and process enhancement., • Knowledge of technical and managerial advances in IT.

Channel Marketing Analyst W2 contract, min of 12 months ONSITE out of Berkeley Heights, NJ ** Target $38-43/hr What You’ll Be Doing • Verizon Business Channel: Act as the marketing support person for the Verizon for Business channel, developing and executing comprehensive go-to-market strategies for all products., • Financial & Budget Management: Support the planning, execution, and reporting of Market Development Funds (MDF) and Sales Dollars (SD), ensuring alignment with strategic goals and maximizing return on investment (ROI). Manage invoicing and payment processes in coordination with finance., • Go-To-Market (GTM) Excellence: Support the GTM process for all product launches across Verizon channels, ensuring launch readiness and confirming that all marketing and product assets are accurately represented on Verizon's digital platforms (e.g., VZ.com)., • Process Automation & Enhancement: Identify opportunities to streamline team operations and data collection through automation. Develop and implement tools, dashboards, and processes (leveraging AI and advanced analytics) to improve efficiency and data-driven decision-making., • Reporting & Analytics: Develop and maintain reports and dashboards to track key performance indicators (KPIs) related to sales, marketing program effectiveness, and budget utilization. Provide actionable insights and recommendations to leadership., • Cross-Functional Collaboration: Serve as a key partner to internal teams including Sales, Product Management, and Finance, as well as external stakeholders at Verizon, to ensure seamless execution of all marketing and GTM initiatives. Background, Experience & Skills • Bachelors degree in Marketing, Business, Finance, or a related field., • 5-7+ years of experience in channel marketing, sales operations, go-to-market strategy, or financial analysis, preferably within a corporate environment., • Experience in the telecommunications or consumer electronics industry is strongly preferred., • Financial Acumen: Demonstrated experience with budget management, financial tracking (MDF, co-op, or similar), and ROI analysis., • Technical Proficiency: Strong technical aptitude with a proven ability to learn and implement new software and tools. Advanced skills in MS Excel are required. Experience with data visualization tools (e.g., Tableau), analytics platforms, or basic scripting/AI tool development is highly desirable., • Knowledge and familiarity with Enterprise Resource Planning (ERP) like SAP are preferred., • Project Management: Highly organized with a proven ability to manage multiple projects in a dynamic, deadline-driven environment., • Communication Skills: Exceptional written and verbal communication skills, with the ability to create compelling presentations (MS PowerPoint) and clearly articulate complex information to stakeholders at all levels., • Collaborative Spirit: A proactive and independent contributor who also excels in a team environment, with a demonstrated ability to build and maintain excellent working relationships.

Role Description This is a full-time, on-site role based in Summit, NJ, for a Investments Financial Planner, Portfolio Planning Specialist, Paraplanner Not an Analyst Role We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposals and conducting investment portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Independent Financial Advisors get properly Invested in the Stock Market. Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Review, Investment Proposal Generation & Planning, Quality Assurance, Internal Projects and Advisor Coaching & Training. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video). · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting. · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform. · Services planning-related requests with a focus on providing a high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: (ALL REQUIRED) · Bachelor’s degree · 2 full years of consecutive work experience · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) · Able to uphold the firm’s purpose, vision, and values and has high ethical standards. Strong PLUS if you hold any of the below licenses /certifications: • Series 65, • Series 66, • Series 7, • CFP, • CHFC, • CFA Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Personable attitude and willingness to build relationships with Advisors. · Desire to learn a wide array of subject matter. · Self-starter with ability to work independently. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. · Willingness to take initiative and proactively follow up with clients without being asked. Compensation & Benefits: Compensation (based on experience) • Base salary: $65,000 -$75,000 based on experience and licenses, • This is an Exempt position., • Annual performance bonus target: 10%+ Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking, • *This role is an in-office position

Job DescriptionCompany Description Doka USA is proud to be Certified™ by Great Place to Work®! We are committed to fostering a supportive work environment where all of our team members can thrive. As one of the world’s leading companies for developing, manufacturing, and distributing formwork solutions for the construction sector, Doka employs more than 9,000 people in over 58 countries and is part of the family-owned Umdasch Group. We Make It Work. Job Description Position Summary Doka USA is seeking an analytical and process-oriented FP&A professional to lead regional consolidation and management reporting. This role will provide the reporting backbone for the regional FP&A organization by coordinating the planning calendar, consolidating country submissions, monitoring performance, and delivering clear, standardized management information. The FP&A Analyst, Consolidation & Reporting role will work closely with country FP&A teams, Finance & Accounting, regional leadership, and headquarters finance. The position is accountable for the integrity, consistency, and timely delivery of regional reporting and reports to the Director of FP&A. Key Responsibilities Regional Financial Planning & Performance Reporting • Lead the regional consolidation of actuals, forecasts, budgets, and long-range plans across country FP&A teams., • Prepare and deliver regional management reporting, including KPI dashboards, trend analysis, variance commentary, and executive summaries., • Monitor performance against plan, forecast, and prior year, highlighting key risks, opportunities, and recommended actions., • Ensure accurate reconciliation of country submissions, adjustments, and eliminations to support consistent regional reporting. Forecasting, Budgeting & Planning Coordination • Coordinate regional forecasting and budgeting processes, including calendars, assumptions, templates, and submission requirements., • Review and challenge country submissions to ensure accuracy, completeness, and alignment with business objectives., • Facilitate planning reviews, track action items, and provide guidance to country FP&A teams on reporting standards and deadlines. Reporting Governance & Data Integrity • Maintain standardized reporting frameworks, KPI definitions, and documentation across the region., • Perform data validation and resolve reporting discrepancies in collaboration with FP&A, Finance, and Accounting teams., • Drive data consistency and promote a single source of truth across financial reporting and performance analysis. Business Intelligence & Process Improvement • Develop and enhance dashboards, reporting tools, and analytics using BI platforms and advanced Excel capabilities., • Automate reporting and consolidation processes to improve efficiency, accuracy, and scalability., • Partner with Finance, IT, and business stakeholders to optimize reporting systems, data integration, and user adoption., • Lead continuous improvement initiatives across planning, forecasting, and reporting processes. Regional Coordination & Decision Support • Act as the primary liaison for regional reporting and planning activities across country FP&A teams., • Consolidate country-level insights into a cohesive regional narrative for leadership decision-making., • Provide ad hoc financial analysis and strategic support to regional management.Qualifications, • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field, • 3+ years of progressive FP&A, controlling, consolidation, or management reporting experience in a multi-country or multi-location environment, • Demonstrated experience consolidating forecasts, budgets, and actual results and preparing management reporting for senior leadership, • Strong knowledge of accounting principles, financial statements, planning processes, and month-end/year-end close dependencies, • Advanced Microsoft Excel and PowerPoint skills; experience with Power BI or another Business Intelligence platform is strongly preferred, • Experience with SAP, including FI/CO or related planning and reporting tools, is preferred, • Strong data-management, reconciliation, analytical, and problem-solving skills with exceptional attention to detail, • Ability to coordinate multiple contributors, manage tight deadlines, and communicate requirements clearly across countries and functions, • Excellent command of English required, including speaking, reading, and writing Additional Preferred Qualifications • Experience in an international, multinational, or matrix organization, • Project management and change management experience, • CPA, CMA, MBA, or comparable certifications, • Open and willing to travel across the region as needed (10-15%) Additional Information In accordance with applicable state and local pay transparency laws, Doka USA Ltd. is committed to providing a clear and equitable compensation structure. The salary range for this position is $90,000 – $110,000 annually, which is based on a variety of factors, including but not limited to, the candidate’s experience, qualifications, skills, and geographic location. This range represents the base pay for the position and does not include potential bonuses, commissions, benefits, or other forms of compensation. Final compensation will be determined at the time of offer and in accordance with internal equity and market data. Doka offers terrific career opportunities, competitive compensation, comprehensive benefits including medical, dental, vision, Flexible Spending Account, company paid life insurance, supplemental voluntary term life insurance, 401k retirement plan (Roth and Non-Roth), short-term disability, AFLAC policies, paid time off (sick/personal, vacation, floating holiday and company paid holidays) and an exciting opportunity to join as a member of Doka's team. If working with some of the most impressive construction projects in the US and joining an industry leader excites you, please submit your resume by clicking below. Visit us on-line at www.dokausa.com for additional information on Doka USA, Ltd. Doka USA, Ltd. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are interested and have a strong competitive drive, positive attitude, a desire to learn and grow from your experiences, then this is your opportunity to make an immediate difference. Please submit your resume and apply now. External candidates must be authorized to work for any employer in the USA. At Umdasch Group, we are convinced that diverse teams drive performance and are key to our global success. It’s their attitude and their contributions that matter. Regardless of any personal characteristics, people who share our values and are committed to working passionately towards our common goals will find space to grow. We believe in – and are committed to – equal opportunities for everyone.

Job DescriptionWe are looking for a Project Manager to support construction projects from preconstruction planning through closeout. This role is suited for an organized individual who can manage budgets, schedules, documentation, and communication across multiple stakeholders while keeping projects moving forward. The ideal candidate brings hands-on construction industry experience, strong analytical judgment, and the ability to oversee bidding, contract administration, and project controls with minimal supervision. Responsibilities: • Lead quantity takeoffs, cost estimating, and bid preparation activities independently to support accurate project pursuit and planning., • Develop, track, and adjust project budgets, cost codes, and financial records to maintain visibility into project performance., • Coordinate contract-related documentation, including prime agreements, subcontracts, purchase orders, and bonding requirements when applicable., • Manage submittals, change events, change orders, invoices, owner billings, lien documentation, and other project administration deliverables., • Build and maintain project schedules, organize required meetings, and communicate updates with owners, general contractors, field teams, and other partners., • Review drawings, specifications, addenda, and contract front-end documents to identify scope details, risk items, and compliance considerations., • Oversee punch list completion, as-built documentation, and closeout activities to ensure projects are finalized accurately and on time., • Support quality assurance, quality control, safety awareness, and strong working relationships with internal teams, clients, and trade partners., • Contribute to business growth by strengthening existing customer relationships and helping identify new project opportunities., • Minimum of 3 years of experience in construction project coordination, estimating, project management, or a related project analyst function., • Demonstrated knowledge of construction documents, plans, specifications, scheduling, estimating, and pre-construction processes., • Strong ability to manage multiple priorities, solve problems effectively, and maintain a high level of accuracy in a fast-paced setting., • Clear written and verbal communication skills, with the ability to work collaboratively across office and field teams., • Willingness to take ownership of assigned work and operate with sound judgment and initiative., • Familiarity with construction contract administration, billing processes, change management, and project closeout procedures., • OSHA 10 and OSHA 30 certifications are preferred., • Degree in Construction Management, Engineering, Design, or a related field is a plus. Benefits: • PTO, • Medical, • Dental, • Vision

Job Location/Client Location (with City & State): Rahway, NJ only Local Role & Responsibility: HRIT BA/Technical Analyst Requirements: Possess a minimum of 8+ years of experience in Business Analysis, within HRIT and Payroll domains. Demonstrate strong expertise in HCM platforms including Workday and global payroll platforms like ADP systems (EV6, Streamline/GDMS, Celergo and WFN etc.) Lead requirements gathering activities as an IT Analyst with business stakeholders, subject matter experts, and cross-functional teams. Strong stakeholder facing skills, conduct workshops, stakeholder meetings, and working sessions to collect, analyze, and document business requirements. Create, analyze, and validate detailed functional specifications, including business requirements, Functional Specification documents, Interface Data mapping specs, and user stories. Translate business requirements into technical specifications, including integration requirements and acceptance criteria. Support and validate Workday HR integrations, ensuring data accuracy, completeness, and reliability. Develop and maintain detailed data mapping documents for system integrations, particularly Workday to Payroll and Benefits interfaces. Act as a Subject Matter Expert (SME) in payroll and benefits systems, supporting integrations and processes. Facilitate requirement prioritization, resolve conflicts among stakeholders, and obtain formal requirement sign-offs. Collaborate with IT and technical teams to define end-to-end solution designs aligned with enterprise architecture standards. Enforce standards and procedures across design, development, testing, and deployment phases. Create and maintain test strategies, test plans, and detailed test scripts for payroll systems and integrations. Support System Integration Testing (SIT), User Acceptance Testing (UAT), and other validation activities. Validate test results, ensure traceability to requirements, and coordinate defect management and resolution with QA and development teams. Collaborate with internal teams and external partners (including ADP and other payroll and benefit vendors) for incident management, escalation, and resolution. Ensure alignment of payroll data across systems and maintain data integrity across global payroll platforms. Demonstrate strong technical skills, understanding of payroll processes, compliance requirements, and financial integrations such as GL postings. Ensure compliance with organizational security policies, audit requirements, and data privacy standards including SOX and regulatory requirements. Participate in all phases of SDLC including requirements, design, development support, testing, and deployment. Operate within Agile delivery models and actively participate in sprint planning, daily stand-ups, and retrospectives. Demonstrate strong analytical, problem-solving, and communication skills to engage effectively across technical and business stakeholders. Manage multiple priorities independently while ensuring timely delivery of assigned tasks and deliverables. Strong proficiency in understanding, writing, and optimizing SQL queries for system integrations. AI certifications (e.g., Google Cloud, AWS, or similar platforms) are considered a plus.

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. Summary As a Sr Financial Planning & Analysis Analyst, working in collaboration with and in support of the firm's strategic initiatives, you will analyze current and past trends in key performance indicators including all areas of expenses and capital expenditures. You will monitor performance indicators, highlighting trends and analyzing causes of unexpected variances. You will develop financial models and analyses to support strategic initiatives. You will analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes. Location This position can sit in our New York, Baltimore, Reston, or Short Hills office and offers a hybrid work schedule. Responsibilities • Utilizing experience and judgement, analyzes material aspects of $500m expense and capital expenditure program for administrative teams (i.e., CIO, CFO, COO, etc.)., • Works directly with FP&A Manager Expenses to consolidate results. Explains variances to budget and prior year results., • Develops budgets and forecasts for the groups, including bottoms up expense drivers and detailed documentation of assumptions., • Independently develops and produces reporting to support monthly close and annual planning processes based on previous experience., • Performs ad-hoc analysis leveraging data analytic skills as needed for new initiatives, cost anomalies and to identify cost savings opportunities., • Prepares and loads required journal entry adjustments to the company's budget and actuals as required., • Proactively leads processes to identify cost savings opportunities across the organization., • Collaborates with other areas of FP&A including revenue and production planning., • Other duties as assigned. Desired Skills Strong analytical skills required as well as the ability to present complex financial data in a clear and concise manner. Excellent written and verbal communication skills. Ability to work effectively in a fast-paced environment. Proficient with software packages such as Excel, Word, PowerPoint and ERP. Minimum Education Bachelor's Degree in Finance, Accounting, Business Administration or similar field. Minimum Years of Experience 5 years of experience in a law firm, professional services firm or blue-chip organization with a focus on expense management and/or financial planning. Essential Job Expectations All DLA Piper employees are expected to demonstrate excellence in how we serve our clients and develop our people, upholding our firm values as part of our culture. Specific expectations include: • Communicate effectively, both verbally and in writing, with clients, lawyers, business professionals, and external audiences., • Produce high-quality work and respond to correspondence in an efficient, timely, and professional manner., • Meet deadlines, manage competing priorities, and commit to meeting high standards., • Comply with firm policies and procedures., • Maintain confidences as required in a law firm environment. Physical Demands Sedentary work: This is primarily sedentary work, requiring occasional exertion of up to 10 pounds of force to lift, carry, push, pull, or move objects. The role involves sitting for extended periods, with occasional walking and standing, and occasional travel, both domestic and international. Work Environment The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm's discretion in the future. Disclaimer The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment. Application Process Applicants must apply directly online instead of sending application materials via email. Accommodation Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact careers@us.dlapiper.com. Agency applications will not be considered. No immigration sponsorship is available for this position. The firm's expected hiring range for this position is $95,000 - $138,000 per year depending on the candidate's geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k). Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntarily and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm's direction and in accordance with applicable policy and law. DLA Piper 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.

Will work closely with Operations, controllers, financial analysts, Administrative Directors, and the Executive Office on various analyses, projections, annual capital, and operating budgets, monthly close as appropriate and applicable. Job responsibilities include all financial aspects of Hackensac

Are you a passionate professional in the accounting and finance industry looking for your next career opportunity? The WorkPlace Group is excited to invite you to join our exclusive candidate talent pool! Why Join Us? • Exclusive Opportunities: As a leading Recruitment Process Outsourcing (RPO) and Executive Search provider, we know about job openings before they become public. We also have direct access to the hiring managers of finance companies and serve as their exclusive and in-house recruiter., • Priority Consideration: When a job needs to be filled, our recruiting teams first look for candidates in our database and candidate network. By sharing and uploading your resume, you can gain access to a wide range of job openings in leading accounting and finance companies., • Accounting & Finance Recruiting Specialists: The WorkPlace Group has deep expertise in recruiting accounting and finance professionals. Who We're Looking For: • Accounting and Finance Professionals: Whether you're in financial analysis, accounting, auditing, or financial planning, we want to hear from you!, • Common Job Titles: We frequently fill positions such as Financial Analyst, Accountant, Auditor, Financial Planner, and more. Visit our website to see a complete list of job titles., • Experienced and Entry-Level Candidates: We welcome candidates at all stages of their careers., • Passionate and Driven Individuals: If you're committed to innovation and excellence in finance, you fit our talent pool perfectly. How to Join: • Upload Your Resume, • Stay Connected: Follow us on LinkedIn, Instagram, and X., • Our Recruiters Will Be in Touch: As soon as we have a potential job opening for you to consider, our recruiters will reach out. Contact Us: For more information, visit our website at www.workplacegroup.com Job Overview • Company: The WorkPlace Group, • Title: Accounting & Finance - Join our WPG Talent Community, • Type: Full or Part Time, • Location: US-NJ-Florham Park

The Strategic Finance Analyst, Workforce Planning, working in collaboration with and in support of the firm's strategic initiatives, is part of the Financial Planning & Analysis ("FP&A") Strategic Finance team, focusing on developing robust multi-year workforce financial models and enabling advanced

At Azend Pharma, we bring together a team of experienced pharmacy consultants with over 50 years of independent pharmacy experience. Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking an entry-level FP&A Analyst who combines strong financial planning, analytical capability,

Columbia Bank is a full-service consumer and commercial bank serving individuals, businesses, and communities across New Jersey, Staten Island, and Brooklyn. Through our banking, title, insurance, and wealth management businesses, we provide a broad range of financial solutions tailored to our customers needs. We are also committed to strengthening the communities we serve through employee volunteerism, community partnerships, and the Columbia Bank Foundation. Assists the 1st VP, Commercial Credit Manager in the supervision of the commercial credit underwriting function. Coordinates the distribution and assignment of credits to analysts. Reviews drafted credit memorandums for consistency, accuracy, thoroughness, as well as policy/procedural compliance. Actively involved in the training and development of credit analysts. Analyzes more complex or time sensitive credits. Credit Training and Development • Responsible for the development and implementation of an appropriate training and development strategy for all credit analysts., • Works with credit analysts to test the underlying logic/reasoning of the credit analysis as well as address all areas of uncertainty, discrepancy or concern that are identified during analysis. Perform Review and Approvals of Loans • Closely reviews and approves if within designated authority drafted credit memorandums and credit file reviews submitted by analysts to ensure uniformity, accuracy, thoroughness and fairness of all facts presented., • Ensures that appropriate credit structure is employed in all credit underwriting and approval documents., • Exercises prudent judgement in making sound credit decisions or approval recommendations to higher authorities. Credit Analyst Supervision • Exercises the usual authority of a manager including supervising, training, scheduling, performance evaluations, salary recommendations and disciplinary actions., • Demonstrates a commitment and responsibility to Equal Employment and Affirmative Action planning. Underwrites Loans • Performs credit analysis on more complex and/or time sensitive credit requests. Assignment of Loans • Assists the Senior Commercial Credit Manager with coordinating and monitoring the assignment of credits for underwriting., • Ensures that credits submitted for analysis are accompanied by adequate information to commence analysis and follows all regulatory guidelines. Policies and Regulations • Maintains a current knowledge of all laws and regulatory requirements affecting the commercial lending process as well as the Banks compliance policies and procedures. Other Responsibilities • Performs other job-related duties as may be assigned. What Youll Need to Succeed • A Bachelors degree in Business Administration, Accounting, Finance, or other related field required, MBA preferred;, • Minimum of 10 years experience in Commercial Credit, preferably with lending authority, required;, • Minimum 5 years leadership experience or as a Sr. Credit Analyst;, • Personnel management experience required;, • Working knowledge and understanding of commercial loan products, policies, procedures and federal regulations;, • Strong aptitude for figures and accuracy;, • Proven problem solving, decision making, underwriting and analytical skills;, • Demonstrated knowledge of applied accounting and finance concepts as well as proficiency in performing detailed financial analyses;, • Ability to work independently, effectively, and efficiently under time constraints;, • Ability to prioritize and manage multiple assignments with good organizational and time management skills;, • Excellent written and verbal communication skills;, • Demonstrated proficiency with computer software including MS Office applications and other specialized credit analysis and lending software., • Actively foster and model Columbia Banks culture by promoting collaboration, accountability, and a high-performance, client-centric mindset. Technology Qualifications • Proficient in Microsoft Office Suite, including Outlook, Excel, Word, and Teams., • Comfortable using multiple systems and digital tools in a fast-paced banking environment., • Strong computer skills, including virtual collaboration, document management, and reporting tools., • Exposure to or willingness to learn emerging workplace technologies is highly desired. How We Take Care of You Build a stronger future for yourself, your family and the communities we serve. At Columbia Bank, meaningful work comes together with a collaborative and rewarding culture, opportunities to learn and grow, and a total rewards package designed to support your health, financial security and overall wellbeing. Benefits include healthcare choice, retirement savings with company support, employee ownership, wellness resources, education and student loan programs, paid time off and financial protection. Join a company where your contribution is valued, your growth is supported and your career can make a meaningful impact. The hours that you will dedicate to work • This role is eligible for a hybrid schedule: 3 days in the office and 2 days work from home, based on business needs. This arrangement may change without notice. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.