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Job Description JOB POSTING JOB TITLE: Financial Analyst (Property) DEPARTMENT: Finance REPORTS TO: Senior Director, Financial Planning and Analysis (FP&A) POSITION PURPOSE: The Financial Analyst leverages their understanding of technology and overall business acumen to assess to how FP&A and operational reporting solutions can enable business priorities for both Finance and key operational leaders throughout Suntex Marinas portfolios. This individual partners with senior business stakeholders on critical project to execute delivery of key technologies and proactively manage business demand. Success in this role requires an individual who works well in a fast-paced environment, can communicate effectively cross-departmentally, works well both independently and in team atmospheres, demonstrates proactive behaviors and is keenly self-aware of daily business activities, adapts to changing business needs and strategies, and presents positively to stakeholders, customers, peers, and management. DUTIES AND RESPONSIBILITIES: 1. Build deep and trusted partnerships across the organization to help optimize and strategize around performance management, 2. Partner with all segments of the Finance department and the organization’s business leaders to facilitate the company’s monthly, quarterly, and annual budgeting and forecasting processes, 3. Identify risks and opportunities to management and recommend strategies to achieve company financial goals (monthly, quarterly, annual, and long-term), 4. Report on KPIs for the operations team to help optimize results, 5. Ensure consistent monthly, quarterly, and annual communication of results, forecasts, and action plans to executive management, department heads, and other business partners, 6. Support the Senior Director, Property FP&A to continually improve processes, ensure consistency, drive change as necessary, and elevate the level of reporting for the overall company, subsidiaries, and individual departments, 7. Support the Senior Director, Property FP&A in use of advanced analysis, forecasting, and modeling concepts to predict key elements in support of company’s budgeting and forecasting process EDUCATION AND EXPERIENCE: 1. Bachelor’s degree in finance, accounting, or related field, 2. MBA or CPA is preferred, 3. 2-4+ years of FP&A progressive experience in forecasting and budgeting processes, 4. Must have advanced knowledge of Microsoft Excel, to include experience writing scripts in Visual Basic, 5. Must have intermediate experience with Microsoft Office products to include Word, PowerPoint, and Outlook, 6. Must have experience working with financial models, including validating and reporting on results as well as tracing errors and processing updates, 7. Must have a strong knowledge of GAAP, 8. Must have the ability to maintain and practice confidentiality WORKING CONDITIONS/PHYSICAL REQUIREMENTS: 1. Must be able to independently lift, carry, push, and pull up to fifteen (15) pounds, 2. This individual is located in an office environment generally seated at a desk with a chair for multiple hours, 3. Must be able to swim or willing to wear a personal floatation device when visiting marina site locations STATEMENT OF PURPOSE This document provides descriptive information about the above Suntex Marinas position. Work actually performed by incumbents in this position may vary. Although this document may be used for recruiting, staffing, or career planning, the information contained herein should only be used as a guideline or recommendation for the content of and qualifications for this position. An individual’s ability to meet the qualifications and capabilities described in this document is not a guarantee of employment or promotion. Suntex Marinas reserves the right to make changes to this document as deemed necessary without providing advance written notice. Suntex Marinas provides equal employment opportunities to all team members and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. Suntex Marinas is committed to providing reasonable accommodation for qualified applicants, and team members with disabilities to ensure they enjoy equal access to all employment opportunities and benefits of employment as required by the Americans with Disabilities Act.

Job Description At Makeready we are searching for curious self-starters with a genuine interest in people. These hard-working individuals have always had a natural bend toward hospitality, no matter where they work, because they’ve always seen themselves as part of something bigger. As a Senior Financial Analyst, you’ll play a key role in driving the financial planning and analysis (FP&A) function across our dynamic hospitality portfolio. This is more than crunching numbers—you’ll partner with leaders across Business Development, Commercial Services, and Operations to deliver insights that directly shape our business performance and long-term growth. Requested Tasks • Build and maintain financial models, reports, and dashboards that support smarter decision-making., • Analyze past and present results, uncover trends, and provide actionable recommendations., • Assist with the preparation of budgets, forecasts, and forward-looking projections., • Collaborate with cross-functional partners to gather insights and align on strategic initiatives., • Monitor performance versus forecast, investigate variances, and present findings to leadership., • Support strategic decision-making with research, benchmarking, and industry insights., • Safeguard the accuracy and integrity of financial data across systems., • Bachelor’s degree in Finance, Accounting, Economics, or related field., • 7+ years of progressive experience in financial analysis, FP&A, or related role., • Strong foundation in accounting (P&L, balance sheet, cash flow)., • Advanced Excel and financial modeling skills; BI tool experience a plus (ProfitSword, Vena,PMS, POS, Sales systems)., • Exceptional analytical skills with strong attention to detail., • Ability to clearly communicate complex financial concepts to leadership., • Strong organizational skills with the ability to juggle multiple priorities., • Hospitality industry experience strongly preferred., • A commitment to confidentiality, integrity, and continuous learning. As part of the Makeready collection, we proudly offer a variety of thoughtful benefits and perks for eligible team members including accommodating PTO/PTO exchange, medical/dental/vision benefits, maternity/paternity leave, pet insurance, company-matched dependent care & 401k, student loan repayment program and a wide range of additional ancillary benefits. The health, happiness and well-being of our team is our top priority. We take pride in our Guiding Principles to help define how we successfully work together. We follow them not out of duty but live by them instinctively. Makeready LLC and its affiliated entities are proud to encourage and support an environment where everyone can be a successful team member as their true independent self. We are an equal opportunity workplace and employer that does not discriminate based on race, color, disability, gender/sex, sexual orientation, religion, national origin, age, veteran status, or any other protected status. We are committed to building a team and a workplace where we are all able to be successful based solely on our individual qualifications, experience, abilities and job performance.

Job DescriptionDescription: Location: Dallas, TX / Hybrid Reports to: CFO or VP Finance About Us Here at Craftable, we create best-in-class technology for world-renowned bars and restaurants. We were founded back in 2015 in Silicon Valley by tech experts and hospitality industry veterans. Since then, we have brought the best to Texas for a warm southern twist! Our goal is to collaborate with restaurateurs, operators, and accountants to reduce labor costs, increase efficiency, and drive profit for our clients. Our platform is built to accommodate operators from independent restaurateurs to regional and national chains Overview We’re looking for a top-tier Senior Financial Analyst to join our lean, high-impact Finance team. This person will be a key driver of how we plan, forecast, measure, and tell the story of the business. Ideal candidates bring experience from banking, consulting, or high-growth SaaS, thrive in fast-paced environments, and are excited to help scale a business with data, discipline, and insight. Responsibilities • Financial Modeling & Planning: Own and refine the company’s operating and financial model; build driver-based forecasts, scenario models, and sensitivity analyses; and partner with leadership to update assumptions and budget variance drivers., • Reporting & Insights: Design and deliver monthly KPI dashboards for leadership and the board; prepare monthly BvA reporting to analyze variances; and build compelling decks to communicate insights clearly., • Business Partnering: Act as a cross-functional thought partner to Sales, CS, Product, and Ops; support go-to-market planning and commercial analysis; and help teams translate revenue goals into capacity, hiring, and spend needs., • Data + Revenue Support: Work closely with Billing and RevOps on ARR, expansion, churn, and retention; track SaaS unit economics (CAC, LTV, Gross Margins); and assist with cohort analysis and pricing impact., • Strategic Projects: Support fundraising or board prep, including narrative development; evaluate business cases for new initiatives and products; and drive automation and process improvement across finance workflows.Qualifications, • Experience: 3–6+ years in investment banking, management consulting, FP&A, or SaaS finance., • Technical Skills: Advanced Excel / Google Sheets skills (modeling ninja) and strong slide-building & narrative ability (storytelling in PowerPoint is a must)., • SaaS Knowledge: Deep understanding of SaaS metrics (ARR, churn, retention, CAC, NRR, etc.)., • Systems: Familiarity with modern tools is a plus (NetSuite, Salesforce, Chargebee, Mosaic, Looker, etc.)., • Soft Skills: Comfort with ambiguity and moving "big rocks" with limited direction; ability to dive into the weeds while remaining focused on high-level strategy.What We Offer, • High Impact: The opportunity to shape the finance function of a fast-growing SaaS company and work directly with the CFO and executive team., • Visibility & Autonomy: A high-visibility role with real ownership, autonomy, and the chance to influence major business decisions., • Growth Environment: A collaborative culture energized by growth and change, offering significant career progression opportunities.What We Offer, • Competitive salary, • Competitive benefits package including medical, dental, and vision insurance, • Supplemental national holidays, parental, personal, bereavement, and reproductive loss leave plans etc., • Unlimited PTO, • Retirement plans with 401(k) match, • Opportunities for career growth and professional development, • Vibrant company culture with frequent team-building events, • A collaborative and supportive work environment that values innovation and inclusivityRequirements:

Job Description The Financial Planning & Analysis (FP&A) Analyst is responsible for updating monthly financial reporting packages for property management and capital partners, modeling revenue and expenses for an assigned portfolio of properties, and leading quarterly valuations for capital partners. This is an entry level position that will provide the selected candidate with the unique opportunity to gain exposure and insight across various Centennial departments. PRINCIPAL JOB ACTIVITIES: • Provide analytical summaries for various company KPI's, including but not limited to, sales data, revenue analysis, variance analysis from budget and forecasts, and maintaining various excel models, • Prepare and document annual budgets and periodic reforecasts, including all supporting documentation such as leasing templates, tenant analysis, property and portfolio analysis, and other various financial/performance metrics. Work alongside leasing, asset management, property General Managers, marketing, etc. to coordinate the final product., • Fulfill ad-hoc internal requests from various departments (Asset Management, Investment/Acquisitions, Development, Leasing, etc.) and deliverables to 3rd party owners and to partners/investors as needed, • Coordinate with various levels of management and departments to gather, analyze, summarize, and prepare recommendations, reports, and analysis for monthly reporting packages, business planning, etc., • Evaluate and read lease language and understanding of impacts to value of real estate assets REQUIREMENTS: • Bachelor's degree in Real Estate, Business, Economics, Accounting or Finance and/or equivalent experience, • 2-5 years' experience, preferable at a commercial real estate company, • Strong service orientation – ability to interface with all business groups, • Detail oriented with strong organizational skills, • Excellent written and oral communication skills, • Ability to effectively handle multiple tasks simultaneously, • Manage time effectively in order to accomplish goals, • Exhibit high motivation and a willingness to do whatever it takes to get the job done, • Proficient in Microsoft Word, Excel and Outlook, • Systems-oriented, tech-savvy; ability to work with financial systems (Yardi Voyager, Yardi Elevate Advanced Budgeting & Forecasting (ABF) a plus), • Real estate background and experience with Argus strongly preferred PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • The employee must occasionally lift and /or move up to 30 pounds., • While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is regularly required to sit. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl and taste or smell. Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability. Centennial is a retail real estate owner and operator with a national portfolio of shopping, dining, entertainment and mixed-use destinations as well as a full-service property management platform serving third-party owners. With over 300 employees nationwide, the firm now operates 20 million square feet of mixed-use destinations in 16 states. Since 1997, Centennial has played a pivotal role in shaping the evolution of American retail by creating a superior multi-faceted shopping experience with properties that serve not only as a place of commerce, but as a place of community. #centennial #createdbycentennial Centennial does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Centennial to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Centennial will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

Job Description Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Analyst, Actuarial contributes in supporting Oscar's network performance analytics for support across affordability, forecasting, strategy, and pricing efforts across several Affordable Care Act (ACA) markets. You will focus on analyzing network-related performance trends and provider contract terms to inform budget planning, pricing strategies, and overall company direction. The Senior Analyst is responsible for building and refining analytical models that evaluate both historical and current performance, providing insights into Oscar's network-focused programs. By bringing an actuarial perspective to these analyses, you will help shape network strategies and ensures data-driven decision-making. You will report into the Director, Actuarial. Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Help develop models, leveraging tools, and conducting benchmarking analyses to measure the performance of provider contracts and networks, and the financial impact of contract negotiations., • Analyze the causes of observed trends - with a focus on unit monitoring unit cost trends and network improvement opportunities - to deliver relevant insights that inform financial planning, including budgeting, pricing, and strategic programs for network and member engagement., • Collaborate interdepartmentally to build analytic reporting tools that support network contractors, market management, and actuarial teams., • Provide actuarial expertise to cross-functional teams for Oscar's ACA-compliant individual markets, supporting growth in both our markets., • Advocate for and establish best practices in actuarial processes, emphasizing automation and documentation., • Foster relationships and communicate with all partners., • Support the onboarding of new analysts by facilitating their integration into established processes., • Compliance with all applicable laws and regulations., • Bachelor's degree in a STEM field., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Strong knowledge of core health insurance concepts and experience with actuarial applications., • Highly technical with a strong enthusiasm to apply tech-forward methods in actuarial models. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description REPORTS TO: Portfolio Strategist OVERVIEW: As a Portfolio Analyst you will have the opportunity to positively impact clients by supporting portfolio construction, internal & external communication, and trading for Ultra High Net Worth investors. Through your combined knowledge of investments and private wealth management, you will research and recommend investment strategies to Portfolio Strategists for use in client portfolios, incorporating the clients' goals, their comprehensive financial situation, and the investment insights developed by our in-house investment research team. You will collaborate with members of the Client Advisory team and other Tolleson teams regarding the investment platform and utilize sophisticated software for portfolio analysis and trading. DUTIES and RESPONSIBILITIES: • Conduct portfolio risk and return analysis to evaluate changes to current and prospective client portfolios, including equities, fixed income, hedge funds, and private market investments, • Maintain deep knowledge of all investments on the approved platform and recommend ideas to Portfolio Strategists for client portfolios, • Provide reviews and analysis of client directed investments, • Provide analysis around concentrated securities, both diversifying and hedging, • Provide portfolio updates and respond to inbound requests for information or analysis from internal stake holders including Trust Investment Committee and Client Advisory Team members, • Assist in the development and execution of private investment programs, incorporating a blend of Tolleson proprietary vintage funds, Tolleson sourced direct investments, and client sourced direct investments, • Create and review Investment Policy Statements and Trust Investment Committee Reviews, • Assist in the investment onboarding of new client families, • Maintain the processes for trading and rebalancing client portfolios, • Assist the Portfolio Strategists in prospective client pursuits through RFP preparation and general investment presentations, • Undergraduate degree required, preferably in finance or financial planning, • 1-5 years of investment and/or wealth management industry experience, • Strong written, verbal, analytical, and organizational skills, • Very detail oriented, • A strong desire to learn, ask questions, and deep curiosity about the global investment landscape, • A desire to pursue a career in investment management, • A strong desire to be part of a collaborative team, • A strong desire to serve families and help them achieve their family's financial goals, • A self-starter who has an entrepreneurial spirit No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Job Description BARBRI, Inc. is seeking an experienced Senior Financial Analyst to join the Financial Planning & Analysis team. Reporting to the Director, FP&A, this role will be heavily involved in accounting and finance processes including month end close, budget, and forecast. This individual will also provide relevant, accurate and timely reporting to internal and external stakeholders. The Senior Financial Analyst will collaborate with business partners across the enterprise to understand their business and provide analytical decision support. Key to the success of this position will be the ability to deliver reporting and financial analysis while providing key insights and recommendations. Dallas area – hybrid with 2 days in the office Primary Duties and Responsibilities: -Perform product-level revenue reporting as part of the monthly close cycle. -Prepare reports and presentations for management on a weekly and monthly basis. -Using Adaptive, manage monthly operational reporting processes. -Perform Administrator duties within Adaptive Planning. -Partner with individual business units to provide financial support and analysis. -Perform ad-hoc analysis as required to support business needs. -Support all aspects of the forecast and budgeting process. -Develop and maintain financial models as needed to support business operations. -Assist with the development of KPI dashboards and other reporting needs for the organization. -Effectively communicate and present results of analysis with recommended courses of action. -Perform other duties as assigned. Required Minimum Education and/or Experience: -Bachelor’s degree in Finance, Accounting, or related field; MBA a plus. -5+ years of experience in FP&A, corporate finance or related financial analysis roles. -Hands-on experience with Adaptive Insights strongly preferred and NetSuite experience a plus. -Advanced Excel skills in addition to experience with PowerPoint and Word. Required Knowledge, Skills and Abilities: -Strong financial acumen with demonstrated analytical ability -Experience in reporting and analysis including financial modeling, building and reporting using dashboards and standard reports -Strong communication and collaboration skills with a track record of partnering across functional teams -Demonstrated attention to detail and accuracy with ability to meet deadlines -Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset -Desire to grow, learn new skills and expand abilities -Dependable and supportive of colleagues Thrive Beyond the Basics: Our Perks Package We believe your dedication deserves more than just a paycheck. That's why we offer a comprehensive perks package designed to support your well-being and fuel your passions. Here's a taste of what awaits you: * Competitive Benefits: Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings. * Work-Life Harmony: We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests. * Wellness Programs: Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being. * Continuous Learning Opportunities: As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas. * Flexible Work Arrangements: We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively. * Opportunities for Growth and Advancement: We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions. * Employee Assistance Program: Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services. * And More! At Barbri, we believe that investing in our employees leads to mutual success. Join us and be part of a passionate team dedicated to transforming education through innovative technology. Barbri is an equal opportunity employer workplace. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are dedicated to creating an inclusive environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. Qualified applicants will receive consideration for employment without regard to their race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Join us in our mission to empower individuals through education and technology. We welcome candidates from all backgrounds to apply and help us build an inclusive workforce.

Job Description Fotona is one of the world’s fastest-growing leaders in aesthetic, medical, and dental laser innovation. With 50+ years of engineering excellence and more than 30,000 systems installed globally, we’re known for breakthrough results, unmatched reliability, and unwavering customer commitment. Our legacy is strong, our technology is exceptional and we’re just getting started. Title: Financial Planning & Analysis (FP&A) Analyst Location: Irving, TX (In Office) The FP&A Analyst will play a critical role in shaping financial visibility, forecasting precision, and strategic decision-making. This role combines strong financial modeling expertise with commercial business acumen. The FP&A Analyst will partner directly with executive leadership to deliver actionable insights, build integrated three-statement financial models, and support performance across Sales, Marketing, and Operations. The ideal candidate understands how revenue is generated, how margin is created or eroded, and how operational decisions translate through the Income Statement, Balance Sheet, and Cash Flow Statement. This is a true business partner role with significant exposure to leadership, including a dotted-line relationship to the Director of Commercial Excellence and Strategic Sales. Key Responsibilities Financial Planning & Forecasting • Build and maintain integrated three-statement financial models (P&L, Balance Sheet, Cash Flow), • Lead monthly forecasting and annual budgeting processes, • Own forecast accuracy and continuously refine assumptions based on business trends, • Develop rolling cash flow forecasts and working capital projections, • Perform scenario modeling and sensitivity analysis (pricing, volume, mix, cost inputs), • Evaluate deal quality and margin contribution, • Support pricing strategy and trade-in valuation analysis, • Develop and maintain KPI dashboards incorporating both leading and lagging indicators, • Analyze EBITDA contribution and margin trends, • Identify financial risks and opportunities impacting forecast performance, • Prepare executive-ready presentations for leadership and board review, • Bachelor’s degree in Finance, Accounting, or a related field, • 3–7 years of experience in FP&A, corporate finance, investment banking, or commercial finance, • Strong understanding of three-statement accounting and financial flows, • Advanced Excel skills (financial modeling, scenario analysis, dynamic reporting), • Experience supporting commercial teams (Sales, Marketing, or Operations), • Comfortable engaging with Sales leadership and constructively challenging assumptions, • Strong business communication skills, with the ability to translate data into clear financial insight, • Experience working with integrated ERP systems (e.g., Infor, Epicor, SAP) Preferred • Experience in manufacturing, medical device, or capital equipment industries, • Experience in a private equity-backed environment, • Experience with BI tools (Power BI, Tableau, etc.) • Ability to commute to/from and work out of our US Headquarters in Irving, Texas., • Full-time, salaried position; annual salary commensurate with experience., • Comprehensive benefits package including Medical, Dental, FSA/HSA/HRA Options, Vision, Life, AD&D, LTD, STD, and 401(k) with company match. Powered by JazzHR CBXom3vtjK

Job Description Position Title: Senior Financial Analyst, Operations Reports To: Director Financial Planning & Analysis Department: Finance Summary of Position: Reporting to the Director, Financial Planning & Analysis, this role will work directly with Operations and Finance leaders to provide a wide range of financial and decision support, including the preparation and maintenance of short- & long-term cost of goods sold, inventory and departmental OpEx and CapEx forecasts, evaluation of new initiatives, and other ad-hoc projects. This position will provide key analytic support for all financial planning and analysis of the operations organization including, but not limited to, the Company’s rolling four-quarter forecast, annual operating plan, three-year plan, management & board reporting. Primary Responsibilities: • Perform cost of goods sold & inventory planning, forecasting, and budget vs. actual analysis to support the operations leaders, • Work directly with operations and finance leaders to develop, report and track key operating metrics, • Maintain and analyze operational data to support operational efficiency and assist with developing and implementing process improvement initiatives, • Provide essential contributions to the efficacy of operations through identification, analysis and maintenance of data; supporting management in the development and implementation of process improvements and initiatives., • Conduct business case forecasting and review for business decision support, including new operations initiatives, • Prioritize the development of systems to support planning, reporting and analysis and support the implementation and enhancements of the new and existing electronic FP&A systems Position Requirements - Education, Knowledge, Years of Experience, etc. (Bulleted form): • 4+ years of progressive financial planning and analysis experience, • Proven experience in data analysis and business strategy development, • Prior experience in a manufacturing business function, medical device industry a plus, • Strong communication, analytical and financial modeling skills, • Proficient in Excel. Prior experience with Epicor, Planful & CRM software, a plus, • Working knowledge of US GAAP, • Fluent in Spanish and English, preferred

Job Description Established in 1996 and rebranded to Scout in 2024, we built our foundation on planning meetings for numerous organizations within the life sciences sector (Scout Meetings). In response to emerging industry needs, we expanded our services to include Scout Clinical, one of the top providers of clinical trial patient travel and reimbursements, and Scout Academy, our secure, online, on-demand learning management system that ensures global compliance. Scout is recognized as a leader in our field for innovation in service, attention to detail, our stellar team members, and making the complex easier. If this interests you, we’d love to have you join our rapidly growing team! Position Summary: We are looking for a talented, eager, and skilled full-time Financial Operations Analyst I to join our accounting team in Dallas. As a Financial Operations Analyst I, you will support and be responsible for daily financial activities and maintaining accurate accounting records within SAP. You will help process payments, reconcile accounts, and ensure data integrity across vendors and transactions while developing a strong foundation in financial operations. Preparing and recording assets and revenue is a daily requirement. The Analyst I will report directly to the Finance Manager. Responsibilities of this position include but are not limited to: • Support the card order operations process, including order creation, shipping coordination and completion, processing, and reconciliation, • Process daily reimbursement expenses and other fee transactions, • Reconcile daily activities and Account Balances in SAP on a daily recurring basis, • Records accounting information in a professional and detailed manner while maintaining focus across high transaction volumes, • Conduct monthly and quarterly reconciliation of multiple balance sheet accounts, • Analyze transaction data to determine adjustments, revisions, or updates are needed, • Support internal stakeholders by resolving payment issues, answer inquiries, providing accurate information and solutions, • Assist with compiling data for internal and external reporting, • Participate in Ad Hoc assignments as requested to support departmental priorities, • Maintain compliance with company policies and applicable regulations., • BS degree in Accounting or Finance or equivalent experience, • Industry experience is a plus, • Strong working knowledge of Excel, • Ability to work successfully and comfortably in a very fast-paced, very fluid environment, • Ability to flex easily between project objectives and manage priorities as needed, • Works collaboratively in a cross-functional team environment, • Strong customer service orientation, • Outstanding leadership and communication skills, • Innovative problem solver, using critical thinking to address challenges proactively WE ARE AN EQUAL OPPORTUNITY EMPLOYER Powered by JazzHR goxOpnGp49

Job DescriptionDescription: Fermi America is seeking an FP&A Analyst to support both capital project-level financial analysis and operating financial planning across its power plant and data center development portfolio. This role is responsible for both capital project finance and operating financial planning FP&A, requiring strong technical modeling skills as well as the ability to partner with senior leadership on company-wide planning, forecasting, and performance management. The FP&A Analyst will operate with a high degree of independence and partner closely with senior leadership and cross-functional teams. Key Responsibilities Capital Project Finance • Build and maintain complex project finance models including sources & uses, cash flow waterfalls, and return metrics, • Partner with Project Managers to understand project requirements, • Analyze project finances across development, construction, and operating phases, • Monitor and explain variances between project budgets, forecasts, and actuals to both Project Managers and Finance Leadership, • Support due diligence, transaction execution, and ongoing asset performance analysis Operating Financial Planning • Play a key role in annual budgeting and forecast processes for operating expenses, • Maintain and improve corporate financial models, forecasts, and liquidity projections, • Prepare management and board-level reporting, • Analyze corporate overhead, headcount, and key performance indicators, • Bachelor’s degree in Finance, Accounting, Economics, or related field, • 2–5 years of experience in project finance, FP&A, investment banking, or consulting, • Advanced financial modeling skills with the ability to independently build financial models, • Experience with Oracle Fusion, • Strong understanding of financial statements and cash flow analysis, • Proven ability to communicate financial insights to various stakeholders, • Experience in energy, REITs, or other capital-intensive industries preferred, • 2–5 years of experience in project finance, FP&A, investment banking, or consulting, • Advanced financial modeling skills with the ability to independently build financial models, • Experience with Oracle Fusion, • Strong understanding of financial statements and cash flow analysis, • Proven ability to communicate financial insights to various stakeholders, • Experience in energy, REITs, or other capital-intensive industries preferred, • CPA, CFA, or MBA (or progress toward) strongly preferred

Job Description At LiquidStack, we're redefining what's possible in the data center world. As a global leader in advanced liquid cooling solutions, we're powering the future of AI, edge computing, and high-performance systems. Our team is growing, and we're looking for skilled professionals who want to be part of something innovative and impactful. POSITION SUMMARY LiquidStack is redefining high-performance, sustainable data center cooling at the center of accelerating global AI infrastructure growth. As we scale manufacturing, engineering, and commercial operations, financial precision and capital discipline are critical to enabling responsible, high-velocity expansion. The Strategic Finance Analyst will serve as a key decision-support partner to senior leadership, strengthening enterprise forecasting, performance visibility, and capital allocation discipline across a capital-intensive, operationally complex environment. This role goes beyond traditional reporting — you will architect driver-based forecasting frameworks, enhance financial predictability, and influence cross-functional decision-making tied to growth, margin expansion, and operational performance. Designed for a high-performing early-to-mid career finance professional (2–4 years), ideally from Big 4 or a rigorous analytical background, this role offers the opportunity to transition from execution into strategic ownership with meaningful visibility and impact. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsibilities • Drive enterprise planning processes, including annual budgeting, rolling forecasts, and long-range financial modeling., • Own and continuously refine integrated financial models to improve forecast accuracy, scenario planning capability, and decision confidence., • Lead structured variance analysis across revenue, margin, operating expense, working capital, and cash flow., • Develop executive level reporting frameworks and KPI dashboards that elevate performance transparency and accountability., • Prepare and present decision ready financial materials for senior leadership and capital allocation discussions., • Partner cross-functionally with Operations, Manufacturing, Sales, Engineering, and Accounting to align financial insights with operational execution., • Support investment analysis, business case development, and strategic growth initiatives., • Identify and implement automation, standardization, and process improvements within FP&A systems and reporting infrastructure., • Translate financial and operational data into actionable insights that influence strategy and performance outcomes., • Support onboarding new clients and ensure all documentation (e.g., NDAs) is complete., • Liaise with the Service team to ensure timely and effective issue resolution., • Maintain positive customer relationships through professional, solution-oriented communication., • Help organize in-person customer meetings and visits to LiquidStack's facilities., • Maintain and organize sales documentation., • Prepare and distribute sales materials as needed., • Support account mapping with the extended commercial team through LinkedIn, industry publications, and other sources., • Collect and report marketing intelligence such as data center build announcements and target account data. SPECIFIC KNOWLEDGE, SKILLS AND ABILITIES Specific Skills & Qualifications (Required) • Bachelor's degree in Accounting, Finance, or related field; CPA or CPA track strongly preferred., • 2–4 years of experience in Big 4 public accounting, corporate FP&A, transaction advisory, investment banking, or similar analytical roles., • Strong command of financial statements, accounting drivers, and enterprise performance metrics., • Advanced financial modeling capabilities, including scenario analysis, sensitivity modeling, and three-statement integration., • Demonstrated experience developing executive ready reporting packages and KPI dashboards that drive performance accountability., • High analytical rigor with the ability to synthesize complex financial and operational data., • Proven ability to operate independently, assume ownership, and deliver in a high-growth, evolving environment., • Strong communication skills with the ability to influence senior stakeholders and non-finance leaders. Preferred Skills & Experience • Experience operating in a capital intensive, operational, manufacturing, or technology driven organization., • Exposure to working capital optimization, cost discipline, or margin expansion initiatives., • Experience supporting structured forecasting processes in a high-growth environment., • Familiar with ERP systems (e.g., NetSuite, SAP, Oracle)., • Experience with financial planning and BI tools (e.g., Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, Looker)., • Demonstrated orientation toward automation, data integrity, and continuous performance improvement. Growth & Development This role is structured as a launchpad into senior strategic finance leadership. High performers will gain direct exposure to executive decision-making, capital planning, and enterprise performance management. As LiquidStack scales, this position offers a clear pathway into Senior Strategic Finance or Finance Business Partner roles with increasing scope and influence. How You'll Work at LiquidStack • Flexible: Adjust analytical frameworks and priorities as business conditions evolve, maintaining focus on measurable business impact., • Collaborative: Operate as a trusted partner across functions, aligning financial insight with operational strategy., • Driven: Take full ownership of outcomes, holding yourself and stakeholders accountable to high standards of precision and performance., • Agile: Navigate ambiguity confidently, refining forecasts and models as new data and market dynamics emerge., • Customer-Centric: Deliver timely, decision-focused financial insights that enable disciplined growth., • Attentive: Engage deeply with business context to ensure financial analysis reflects operational realities and strategic objectives. Why Join Us? • Competitive pay with opportunities for overtime, • Consistent day-shift schedule, • Paid time off, holidays, and great benefits, • Be part of an industry-disrupting company with room to grow, • Work on innovative technologies in a collaborative, supportive environment

Job Description The Sr. Analyst – Distribution & Capex finance is a highly visible and impactful role in the organization helping to analyze, interpret, communicate, monitor, predict and drive business results. Reporting to the Director of FP&A & Distribution Finance, this individual will be a key player in monitoring, analyzing and reporting of the main Distribution cost drivers, proactively providing decision making information to the Distribution organization of the business. In addition, this individual will cross functionally partner with Operation and Sales teams to support Capex Initiatives. The candidate will also be accountable for key aspects of the finance functions including monthly close support, forecasting and annual operating plan. RESPONSIBILITIES / DUTIES: · Performs quantitative analysis of operational and financial data · Preparation and Submission of Journal entries to record correct expenses for respective period · Lead distribution mid-month & month-end close reporting · Prepare & present decks to executive and senior management on monthly perspective · Support business’s IBP process by providing timely forecast of Distribution cost on monthly perspective · Cross functionally partner with stakeholders to identify and mitigate risks and opportunities in Distribution costs · Monthly Analysis of category and customer profitability to drive improvement in companies portfolio · Product & Customer profitability analysis by partnering with Network optimization specialist to support cost to serve exercise · Provide visibility to respective stakeholders by tracking monthly capex spend by projects · Evaluates new projects and investment opportunities and ensuring KPI’s such as NPV, ROI and Pay back period are in alignment with company guidelines · Evaluate Projects to ensure they meet company Fixed Asset policy criteria to be considered a Capital Expense · Monthly reconciliation of respective Balance Sheet accounts · Support annual operating plan build by leading Distribution and Capex Planning cycles · Performs ad hoc analysis WORK EXPERIENCE / KNOWLEDGE: · 2+ years’ experience in finance/accounting · Distribution Finance, Capital Expense and FP&A · SAP experience including Business Warehouse queries and reporting. · CPG experience and/or Food and Beverage experience is a plus. JOB TITLE: Sr. Financial Analyst – Distribution & Capex JOB CODE: ANLYSTSR DEPARTMENT: Finance LOCATION: Dallas, TX REPORTS TO: Director - FP&A & Distribution Finance FLSA: Exempt DIRECT REPORTS: None REVISED: February 2026 · Experience with business systems, Transportation Management systems and financial reporting tools. Track record of effective cross functional collaboration and influence. · Track record of process improvement, simplification, and streamlining finance processes. SKILLS / OTHER PERSONAL ATTRIBUTES REQUIRED: · Advanced Microsoft Excel and modeling experience · Excellent communication and influencing skills, able to interface with senior leaders in the business. · Ability to prioritize, multi-task, and be flexible in a fast paced, ever-changing environment. · Strong analytical skills. · Detailed-oriented. FORMAL EDUCATION · Bachelor's Degree in Accounting, Finance, Economics, Engineering, or a related field is required. · Master of Business Administration (MBA) is a plus WORKING CONDITIONS · Normal office environment with little exposure to noise, dust and temperatures. · The ability to lift, carry or otherwise move objects of up to 10 pounds is necessary. · Normally works a regular schedule of hours, however hours may vary depending on the project or assignment.

Job Description Job Title: Senior Financial Planning Analyst Location: Irving, TX (Hybrid) Compensation: ~$120,000 Base + Bonus + Benefits (medical, dental, vision, unlimited PTO, 401(k) matching) Our client, a standout force in their industry, is seeking a Senior FP&A/Data Analyst with a marketing analytics edge to join their exceptional finance team. They’re redefining a fragmented market with a blend of organic momentum and strategic acquisitions—driving an impressive arc: $2B in revenue two years ago, $2.5B last year, and a projected $3B this year. In this role, you’ll dive into marketing analytics, craft financial models that shape the future, and collaborate with senior leaders to steer long-term growth. You’ll join a team of A+ talent—drawn from investment banking, private equity, and top public accounting firms—under the guidance of an executive lineup with unmatched expertise. It’s a rare chance to contribute to a sophisticated, high-growth operation while accelerating your career. The ideal candidate pairs analytical precision with a talent for distilling complexity into clarity, thriving in a dynamic, entrepreneurial environment. Responsibilities: • Marketing Analytics & Reporting: Link marketing and operations for timely, insightful reporting, delivering consolidated financial and KPI updates., • Budgeting and Forecasting: Guide forecasting and budgeting for marketing spend across multiple regions., • Strategic Partnership: Work alongside marketing and senior leaders as a thought partner on growth and strategy., • Financial Modeling: Build refined models to inform strategic decisions and capital allocation., • Board & Leadership Support: Prepare analyses and presentations for high-level discussions., • Special Projects: Drive impactful growth initiatives and ad-hoc analyses., • Team Impact: Foster collaboration and excellence within a top-tier crew. Qualifications: • Education: Bachelor’s degree in finance, accounting, or a related field., • Experience: 2+ years in strategic finance, investment banking, transaction advisory, or private equity., • Skills: Exceptional financial modeling, U.S. GAAP fluency, and marketing KPI familiarity., • Mindset: Analytical, resourceful, and articulate—able to lead with independence., • Drive: A self-starter who excels in a lean, fast-paced setting. This is a team shaping a business with ambition and finesse, offering a strong base, bonus, and benefits like medical, dental, vision, unlimited PTO, and 401(k) matching. If you’re looking for a team to learn from, constantly be challenged, and proud to be a part of, this could be a great opportunity for you! Interested applicants can apply directly to this posting, or email us to arrange a confidential conversation: Discover exclusive, unadvertised opportunities by following The Kostelic Agency – stay ahead in your career with our unique, nationwide openings. View all our active openings @ TheKostelicAgency.com Follow us on LinkedIn to never miss an incredible opportunity!

Job Description The Asset Management Financial Analyst supports the financial and operational performance of a diversified real estate portfolio. This role partners with Asset Managers and cross‑functional teams to drive value, enhance reporting, and support strategic planning. The ideal candidate brings strong analytical abilities, real estate financial acumen, and polished communication skills. Key Responsibilities • Support creation and execution of asset‑level business plans, including leasing strategies, capital planning, and operating initiatives., • Analyze and monitor the financial and operational performance of operating assets across multiple product types., • Track and evaluate capital projects, tenant improvements, operational initiatives, and market trends to identify performance drivers and opportunities., • Perform monthly, quarterly, and annual financial reviews, including variance analysis, operating statement evaluation, and portfolio performance monitoring., • Collaborate with property management, leasing teams, and vendors to support daily operations and enhance revenue and operating performance., • Assist with onboarding new acquisitions or developments, including financial model integration, initial asset‑level analysis and site visits, • BA/BS in Finance, Real Estate, Accounting, Business, or related field., • 1–2 years of experience in real estate financial analysis, asset management, or a related role (including internships)., • Strong analytical skills with advanced Excel and financial modeling proficiency; Argus experience is a plus., • Ability to analyze operating statements, budgets, and forecasts and communicate insights clearly., • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment., • Strong work ethic, professionalism, and commitment to excellence. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. Over its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof – for maximum service and value. Visit . Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Trigild will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description Hi, we're Oscar. We're hiring a Senior Analyst, Actuarial - Valuation to join our Actuarial. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Analyst, Actuarial supports Oscar's Valuation processes for several Affordable Care Act (ACA) markets. The Senior Analyst, Actuarial establishes Incurred but not Reported (IBNR) projections and risk adjustment accruals, and investigating actual performance trends to inform budget planning, pricing, and company strategies. This position is eligible for the department's rotational program. You will report into the Director, Actuarial. This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote Pay Transparency: The base pay for this role is: $91,659.60 - $120,303.23 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Establish and communicate the accruals for the monthly close process related to Incurred but not Reported (IBNR) claims, Risk adjustment and/or Shared Savings deals., • Use SQL and Python to expand existing frameworks, driving new insights and resources for other Actuarial teams., • Important contributor in reviewing and submitting regulatory filings., • Investigate the core drivers of observed trends and provide meaningful information for consideration in the financial planning process., • Promote and shape Oscar actuarial best practices concerning automation and documentation., • Maintain relationships, rapport, and lines of communication with all partners., • Aid in the onboarding of analysts by collaborating and integrating them into existing processes., • Compliance with all applicable laws and regulations., • College degree or commensurate skills attainment., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Knowledge of core health insurance concepts and experience with actuarial applications. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionWe have partnered with a fast growing Pre-IPO company in their search for a Senior Financial Analyst. This company has grown aggressively over the past 2 years through acquisitions and organically. The Senior Financial Analyst will be responsible for budgeting, forecasting and planning and will have direct communication with C-Level executives. This is an exciting role within the organization and will provide a lot of exposure for future growth. This opportunity offers a hybrid schedule on a permanent basis. This position pays 95K-100K +15% Bonus Responsibilities for the Senior Financial Analyst: · Create and maintain financial forecasts for multiple business units · Analyze financials and company performance and present the executives · Create financial models targeting business evaluation and corporate initiatives · Work closely with month-end close · Assist in strategic project as needed Qualifications: · Bachelor's degree in Finance or Accounting required · MBA is preferred · 3-5 years FP&A experience is required · Advanced Excel and any large ERP is required Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Pay Details: $95,000.00 to $100,000.00 per year Search managed by: Rami Muhanna Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Position Summary We are seeking a highly motivated and detail-oriented Financial Analyst to join our team. This individual will play a key role in shaping financial strategy and supporting decision-making across the organization. The Financial Analyst is responsible for financial planning, modeling, analysis, and reporting. The role involves preparing financial reports, conducting variance analysis, and assisting in budgeting and forecasting processes to help the company achieve its financial objectives. The ideal candidate has strong analytical skills, experience in corporate finance or investment analysis, and a passion for driving business insights through data. Key Responsibilities • Work with department leaders to build and maintain detailed cash flow models to support strategic initiatives, • Create, maintain, and publish regular weekly, monthly, and quarterly reporting on investment performance and KPIs to aid decision-making and business management, • Support investment evaluations using due diligence and valuation methodologies such as DCF, comparable company analysis, and precedent transactions, • Monitor commodity pricing and conduct supporting analysis to assist in recommending hedging strategies to manage financial risk exposure, • Analyze financial performance and trends; prepare periodic financial reports and variance analyses, • Support Treasury in managing short-term liquidity through daily cash positioning and forecasting, • Assist in the annual update of oil and gas reserve reports, • Reconcile treasury transactions and support internal and external audit requests, • Monitor debt covenants and credit facility utilization, • Assist in the annual creation of tax schedules for consolidated tax returns, • Support Treasury, Finance, and Accounting internal systems optimization and data integrity, • Evaluate and implement automation tools to enhance financial modeling, forecasting, and decision support processes Reporting Relationships Reports to: Director of Finance Works closely with: VP of Operations and Director of Treasury, Tax, and Risk Qualifications • FPAC, CTP, CFA, or progress toward designation preferred, • 2–4 years of experience in corporate finance, management consulting, or investment banking, • Strong financial modeling skills required, • Excellent analytical and quantitative skills to think strategically and provide thoughtful analysis across the organization, • Ability to work independently and collaboratively in a fast-paced environment, • Proficiency in Microsoft Excel and PowerPoint, • Familiarity with technology systems, with the ability to learn new software quickly and troubleshoot technical issues, • Familiarity with ERP systems, treasury platforms, and hedging instruments (e.g., ISDA, swaps, forwards), • Experience in the Oil & Gas or Digital Infrastructure industry is a plus

Job Description The Financial Planning & Analysis (FP&A) Analyst is responsible for updating monthly financial reporting packages for property management and capital partners, modeling revenue and expenses for an assigned portfolio of properties, and leading quarterly valuations for capital partners. This is an entry level position that will provide the selected candidate with the unique opportunity to gain exposure and insight across various Centennial departments. PRINCIPAL JOB ACTIVITIES: • Provide analytical summaries for various company KPI's, including but not limited to, sales data, revenue analysis, variance analysis from budget and forecasts, and maintaining various excel models, • Prepare and document annual budgets and periodic reforecasts, including all supporting documentation such as leasing templates, tenant analysis, property and portfolio analysis, and other various financial/performance metrics. Work alongside leasing, asset management, property General Managers, marketing, etc. to coordinate the final product., • Fulfill ad-hoc internal requests from various departments (Asset Management, Investment/Acquisitions, Development, Leasing, etc.) and deliverables to 3rd party owners and to partners/investors as needed, • Coordinate with various levels of management and departments to gather, analyze, summarize, and prepare recommendations, reports, and analysis for monthly reporting packages, business planning, etc., • Evaluate and read lease language and understanding of impacts to value of real estate assets REQUIREMENTS: • Bachelor's degree in Real Estate, Business, Economics, Accounting or Finance and/or equivalent experience, • 2-5 years' experience, preferable at a commercial real estate company, • Strong service orientation – ability to interface with all business groups, • Detail oriented with strong organizational skills, • Excellent written and oral communication skills, • Ability to effectively handle multiple tasks simultaneously, • Manage time effectively in order to accomplish goals, • Exhibit high motivation and a willingness to do whatever it takes to get the job done, • Proficient in Microsoft Word, Excel and Outlook, • Systems-oriented, tech-savvy; ability to work with financial systems (Yardi Voyager, Yardi Elevate Advanced Budgeting & Forecasting (ABF) a plus), • Real estate background and experience with Argus strongly preferred PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • The employee must occasionally lift and /or move up to 30 pounds., • While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is regularly required to sit. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl and taste or smell. Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability. Centennial is a retail real estate owner and operator with a national portfolio of shopping, dining, entertainment and mixed-use destinations as well as a full-service property management platform serving third-party owners. With over 300 employees nationwide, the firm now operates 20 million square feet of mixed-use destinations in 16 states. Since 1997, Centennial has played a pivotal role in shaping the evolution of American retail by creating a superior multi-faceted shopping experience with properties that serve not only as a place of commerce, but as a place of community. #centennial #createdbycentennial Centennial does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Centennial to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Centennial will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Company DescriptionWe believe retail real estate holds the power to transform communities, foster connection, and drive economic growth. Since 1997, Centennial has been dedicated to reimagining the retail landscape, specializing as a full-service owner, operator, and third-party management platform. From classic enclosed shopping centers to vibrant open-air lifestyle destinations, we manage and revitalize places that inspire connection, experience, and community. Today, we oversee more than 25 million square feet across 18 states. With a team of over 300 dedicated professionals, we deliver precision and purpose to every asset, delivering tailored experiences and measurable results for investors, tenants, and the communities we serve.We believe retail real estate holds the power to transform communities, foster connection, and drive economic growth. \r\n\r\nSince 1997, Centennial has been dedicated to reimagining the retail landscape, specializing as a full-service owner, operator, and third-party management platform. From classic enclosed shopping centers to vibrant open-air lifestyle destinations, we manage and revitalize places that inspire connection, experience, and community.\r\n\r\nToday, we oversee more than 25 million square feet across 18 states. With a team of over 300 dedicated professionals, we deliver precision and purpose to every asset, delivering tailored experiences and measurable results for investors, tenants, and the communities we serve.

Lending Cards Consultant : PNC Hub Location We are seeking a Senior Lending & Credit Card Functional Consultant to support the design, delivery, and modernization of credit card and lending platforms. This role serves as a critical liaison between business partners and technology teams, ensuring solutions align with business objectives, regulatory requirements, and customer experience goals. Key Responsibilities • Business & Functional Analysis, • Partner with business, product, and operations teams to gather, analyze, and document functional requirements for credit card and lending products., • Support initiatives across the full card lifecycle, including origination, issuance, transaction processing, billing, servicing, rewards, and redemption., • Provide functional expertise in rewards programs, including points, cashback, partner offers, and merchant-funded rewards., • Solution Design & Integration, • Translate business requirements into functional specifications, process flows, and user stories., • Collaborate with technology teams to ensure accurate mapping of business rules, data flows, and system integrations., • Validate end-to-end solution designs across core banking, card processors, rewards platforms, and downstream systems., • Delivery & Execution, • Act as a functional lead during Agile delivery, supporting backlog refinement, sprint planning, reviews, and functional walkthroughs., • Support UAT, production readiness, and post-go-live stabilization, serving as a key functional point of contact., • Assist with functional troubleshooting related to authorization issues, billing discrepancies, settlement variances, or rewards defects., • Stakeholder Collaboration, • Work closely with product managers, IT partners, risk, compliance, legal, and operations teams to ensure alignment with PNC standards and regulatory expectations., • Communicate complex functional concepts clearly to both technical and non-technical stakeholders., • Innovation & Continuous Improvement, • Contribute to platform modernization efforts, including cloud adoption, API enablement, data modernization, and AI-driven capabilities., • Identify opportunities to enhance customer experience, operational efficiency, and portfolio performance., • Stay current on industry trends, regulatory changes, and emerging technologies in lending, cards, and payments. Qualifications & Experience • 10+ years of experience as a Functional Consultant, Business Analyst, or Domain Consultant in financial services., • Strong domain expertise in credit cards, payments, rewards, or consumer lending platforms., • Experience working with large financial institutions or fintech partners., • Hands-on experience with card processors, rewards platforms, and core banking systems., • Experience working in Agile/Scrum environments.

Job Title: Supply Chain Analyst Job Description We are seeking a detail-oriented and analytical Supply Chain Analyst to join our team. In this role, you will be responsible for optimizing paper roll inventory levels at our production facilities. Your key responsibilities will include: • Demand Planning: Create detailed SKU-level demand and consumption forecasts that align with facility needs, • Warehouse Management: Oversee inventory management through balancing customer needs with storage and capital constraints, • Collaboration: Work closely with manufacturing teams to support inventory management and planning, • KPI Reporting: Regularly present planning KPIs to leadership, including demand and production adherence, forecast accuracy, and management of new and aging inventory., • Data Analysis: Collect and analyze forecast, shipment and consumption data daily to react in real-time to roll stock needs at each facility, • Inventory Oversight: Build strong relationships with internal and external suppliers to ensure timely deliveries., • Process Improvement: Identify opportunities for process enhancements to improve efficiency., • Team Support: Provide support to Sales, Customer Service and Supply Chain teams., • Purchase Order Generation: Utilize SAP software to create all roll stock purchase orders for box plant facilities, • Analytical Support: Offer analytical support for the Sales Team and Corporate Finance, including analysis and evaluation of monthly operating results, production, financial forecasts, and weekly results reporting., • Program Management: Drive the wind-down of end-of-life inventory SKUs to minimize surplus. Qualifications: • Education: Bachelor’s degree in supply chain management, Business Administration, or a related field. Advanced degree preferred., • Experience: Minimum of 2-3 years of experience in supply chain management, preferably within the corrugated packaging industry., • Technical Skills: Advanced proficiency in Excel; desired experience with SAP and KIWI, • Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex data and make data-driven decisions., • Industry Knowledge: In-depth understanding of supply chain processes, inventory management, and procurement within the corrugated packaging industry., • Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly to stakeholders at all levels., • Collaboration: Proven ability to work collaboratively with cross-functional teams, including manufacturing, sales, and finance., • Attention to Detail: High level of accuracy and attention to detail in managing data and processes., • Adaptability: Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively., • Problem-Solving: Strong decision-making skills and the ability to identify and implement process improvements. "McKinley Paper and Packaging Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training."

🚨 We’re Hiring: Asset Management Analyst | Dallas (Hybrid) We’re partnering with a growing real estate investment and management firm focused on driving long-term value across a national multifamily portfolio. The team is collaborative, sharp, and performance-driven — and they’re looking to add an Asset Management Analyst to their Dallas office. This is a strong opportunity for someone who wants hands-on exposure to institutional real estate operations, financial modeling, and portfolio strategy — not just reporting, but real impact. What You’ll Be Doing: • Support portfolio strategy and performance initiatives across multifamily assets nationwide, • Analyze financial and operational data to uncover trends, risks, and opportunities, • Partner with property teams on budgets, forecasts, and performance metrics, • Maintain and enhance financial models, dashboards, and reporting tools, • Assist with underwriting, capital planning, and transaction-related analysis What They’re Looking For: • Bachelor’s degree in Finance, Real Estate, Business, or related field, • 1–3 years of experience in real estate, asset management, acquisitions, or investment analysis, • Advanced Excel skills (comfortable building and auditing complex models), • Strong analytical mindset with high attention to detail, • Multifamily experience preferred, • Experience with Yardi, Entrata, or RealPage is a plus 💼 If you’re someone who enjoys digging into the numbers, asking deeper questions, and driving portfolio performance — this could be a great next step. Message me directly or comment below if you’d like to learn more!

Senior Financial Analyst, FP&A North Dallas | Onsite We are partnering with a growing, privately held construction company to add a Senior Financial Analyst, FP&A to its finance team. This role reports directly to the Vice President of Finance and offers meaningful exposure across FP&A, budgeting, forecasting, and cash flow analysis. This position is ideal for an FP&A professional who wants to work closely with a senior finance leader, deepen financial modeling skills, and grow into broader financial leadership over time. Compensation & Benefits: • Competitive base salary, plus 10% annual bonus, • Healthcare: Medical, dental, and vision coverage through United Healthcare – low cost to employee., • 401(k) with 4% match, • Employee Stock Ownership Plan (ESOP): Company-funded equity participation that allows employees to share in the long-term growth and value of the business, • Long-term growth & leadership development – Will be groomed for leadership role. Key Responsibilities • Support annual budgeting and multi-year (5-year) financial planning initiatives, • Prepare monthly, quarterly, and annual forecasts, including variance analysis, • Perform company-wide and department-level P&L analysis, • Build and maintain financial models to support forecasting, capital planning, and strategic initiatives, • Assist with cash flow analysis and cash forecasting, • Provide ad-hoc financial analysis to support operational and executive decision-making, • Partner with department leaders to translate financial results into actionable insights Qualifications • 2–5 years of FP&A or financial analysis experience, • Strong Excel skills, including financial modeling and scenario analysis, • Bachelor’s degree in Finance (BBA required), • Experience supporting budgeting, forecasting, and financial planning processes, • Construction, development, or manufacturing experience strongly preferred, • Detail-oriented, analytical, and motivated to grow within a finance organization Why This Role • Direct mentorship from an experienced VP of Finance, • Broad exposure across FP&A and Treasury, • Clear long-term growth opportunity within a stable, expanding organization, • Opportunity to contribute meaningfully to a growing construction business

Job Description Use Your Experience To Help Businesses Grow! This position will analyze the data gathered through Global Resources’ Business Survey and consult with individual clients and recommend services that would benefit their business. Global Resources, LLC is the largest full-service business development firm serving small to mid-sized businesses throughout the US. Through the coordinated efforts of our corporate headquarters and field service personnel; Global Resources installs proven methods, systems, controls and incentives to enable business owners and their managers to maintain positive cash flow, control costs, and accelerate the growth of their companies. As a Senior Business Analyst, you will analyze small to medium-sized businesses; determine the financial impact of ownership decision-making, corporate structure, business planning and industry benchmarking. At the conclusion of the analysis, the Senior Business Analyst and the client will decide if it makes sense to move into the implementation phase, utilizing the resources of Global Resources Consulting Services Division. Analysts are given the tools and trained in the skills necessary to accomplish this task. However, successful analysts have attributes that cannot be taught. They are strong, dynamic, confident teachers, communicators and leaders with exceptional understanding and empathy. This position requires 10 years of executive, sales or business ownership experience, analytical skills and the ability to communicate effectively with business owners, senior management and boards of directors. Ideal candidates for this position are individuals who have previously owned their own businesses and/or have held upper management positions for a minimum of five years. This is a full time employee position. A four-year degree is strongly preferred but we will consider candidates with strong business experience. 75%-90% travel-home on weekends. Global Resources offers a comprehensive training program; full benefits pkg. with 401k; this is not a salaried position-this is a fully commissioned employee position with the average first year in the low six figures and higher thereafter. Please forward resume: Equal Opportunity Employer

Join McKesson's Finance team as a Lead FP&A Business Systems Analyst, driving enterprise-wide financial planning and analysis through SAP Analytics Cloud (SAC). Serve as a liaison between finance and technology teams to translate business requirements into SAC capabilities. Build strong relation

Job Description • Act as the interface between the business and operations for providing analytical support for day-to-day operations., • Gathers data from across the business, analyze it and translate the results into a non-technical language for team members of all backgrounds., • Responsible for building data models to organize important data for different teams across the business and for monitoring and handling data., • Assesses programs, schema and process flows to advise business stakeholders on ways to align data and operational statistics with the goal being to evaluate and synthesize data needed to gauge program performance as well as, to identify areas of efficiency and improved performance., • Performs highly complex data analysis and data research work., • Work involves conducting detailed analysis and extensive research on data and providing results in various formats., • Monitors and implements measures to ensure data quality., • Responsible for using standard statistical tools, methods and techniques to translate data into actionable insights using data visualization software., • Works under limited supervision, with moderate latitude for the use of initiative and independent judgment. JOB RESPONSIBILITIES: The Data Analyst will support tolling operations, customer accounts, and revenue systems by transforming complex data into actionable insights. Key responsibilities include: • Collaborate with internal and external stakeholders to understand business needs and translate them into data requirements and analytical solutions., • Analyze tolling, transactional, financial, and operational data to support decision-making and performance monitoring., • Identify trends, patterns, anomalies, and data quality issues across large and complex datasets., • Develop and deliver standard and ad hoc reports, dashboards, and visualizations for executives, managers, and operational teams., • Apply statistical and analytical techniques to evaluate business performance, operational events, and system behavior., • Convert complex datasets into clear, concise, and business-friendly insights., • Validate data accuracy by identifying gaps, inconsistencies, redundancies, and errors across source systems., • Prepare comprehensive technical and analytical documentation to clearly explain findings and recommendations., • Perform root cause analysis for operational issues, system defects, and unusual tolling or customer activity., • Extract and integrate data from CRM systems, databases, and operational platforms to support routine reporting and executive inquiries., • Support cross-functional initiatives and provide data insights for planning, forecasting, and future growth., • Troubleshoot and document data, process, and system-related issues in coordination with technology and operations teams., • Providing support for additional projects as required, including data to support planning for future growth. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. • Must be self-starter., • Ability to work with minimal direction in a fast paced / high-pressure environment., • Ability to prioritize tasks and directly support the department managers., • Good troubleshooting and error isolation skills., • Excellent oral/written communication skills are required, including demonstrated ability to package analytical results into an executive summary and present to senior leadership., • Advanced knowledge of Excel, Power BI, and SQL, • Intermediate skills of Word and PowerPoint; along with other MS Office products, such as Visio, Access, • Exercises logic and reasoning to define problems, establish facts and draw valid conclusions, • Experience or exposure to AI/ML and data science techniques (such as predictive analytics, anomaly detection, or pattern recognition) is a plus. EDUCATION & EXPERIENCE: Bachelor’s degree in business, management, economics, accounting, finance, information system or significant progress towards a degree. 3 - 4 years in data analysis, research, compilation, and/or report writing and design work experience

Job Description Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm truly sits at the intersection of private asset analytics and consulting, which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you. LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply. Job Summary LP Analyst is seeking a highly experienced and innovative Senior Developer, Team Lead to join our growing technology team. In this role, you will act as both a senior developer and technical leader — owning architecture, code quality, and technical direction across our internal and client-facing applications. You will work closely with business stakeholders to translate complex requirements into scalable, high-quality technical solutions, while mentoring junior developers and ensuring the team adheres to best practices in design, development, and deployment. This position is ideal for someone who enjoys balancing hands-on coding (roughly 50–60% of the time) with broader responsibilities in technical decision-making, architecture planning, and leading a small, high-performing development team. Key Responsibilities • Lead the design, architecture, and development of internal business applications and integrations, ensuring scalability, reliability, and performance, • Serve as a technical authority for the team, providing direction on design decisions, reviewing code, and enforcing best practices for clean, maintainable software, • Collaborate closely with business stakeholders to translate strategic goals into actionable technical solutions, • Mentor and guide junior and mid-level developers, fostering skill development and promoting a culture of technical excellence, • Own and drive the full software development life cycle (SDLC), including design, implementation, testing, deployment, and ongoing maintenance, • Design and maintain robust CI/CD pipelines, ensuring smooth and reliable release processes in Azure DevOps or equivalent tools, • Manage and optimize cloud infrastructure and data integrations within Microsoft Azure, ensuring efficiency, security, and alignment with business needs, • Contribute to AI/ML model deployment pipelines and data-driven systems that power advanced analytics, automation, and predictive capabilities, • Continuously assess and implement new technologies, frameworks, and tools to enhance the scalability and maintainability of systems, • Monitor application performance, troubleshoot complex technical issues, and ensure timely resolutions, • Champion best practices in software engineering, including unit testing, code documentation, and version control, • Partner with leadership on longer-term technology roadmap planning and the evolution of the firm’s software ecosystem Qualifications and Skills, • 7–12 years of experience in software engineering, with at least 2 years in a senior or lead role, • Proven experience owning architecture decisions and leading small development teams, • Deep hands-on expertise in C#/.NET, SQL Server, and Microsoft Azure, • Strong understanding of software architecture and design patterns (e.g., microservices, layered architecture, domain-driven design), • Experience building and deploying applications using Azure services (App Services, Functions, Data Factory, Key Vault, etc.), • Advanced SQL skills with experience managing and optimizing relational databases; exposure to non-relational databases a plus, • Solid understanding of CI/CD practices, Git-based workflows, and automated testing, • Familiarity with Entity Framework and other common .NET data access frameworks, • Experience with Python or other languages for AI/ML integration or data automation is a plus, • Hands-on experience integrating or deploying AI/ML models within applications, pipelines, or analytics platforms is strongly preferred, • Strong communication skills with the ability to explain complex technical concepts to non-technical stakeholders, • Demonstrated ability to lead by example, take ownership of outcomes, and balance strategic oversight with hands-on coding, • Bachelor’s degree in Computer Science, Software Engineering, or related field required, • Experience in financial services, asset management, or analytics platforms is a plus, • Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins, • Opportunities for advancement for top-performers, • Opportunity to build valuable professional skills, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure, • Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest, • High-impact role providing transparency to the world’s leading institutional investors, • Collaborative, high-performing team culture with smart, supportive colleagues, • Company-sponsored 401(k) plan, healthcare, and dental insurance, • Competitive compensation and fully paid parental leave, • Generous paid time off that increases with tenure, plus an annual volunteer day JRUEPKBSQp

Job Description COME JOIN OUR TEAM REGIONAL DIRECTOR OF FINANCE Stripe-A-Zone, a Frontline Road Safety Group company, is the undisputed North American pavement marking leader. Our company proudly provides customers with unparalleled service and innovative technology that delivers timely, high-value results. As we continue to grow, we’re seeking a driven and experienced finance leader to join our team. **This position will be based on-site in Grand Prairie, Texas. We are not offering relocation assistance at this time and prefer candidates who already are within the Grand Prairie, TX metro area. This is NOT a hybrid or remote position. Position Overview: Reporting to the EVP of Finance the Regional Director of Finance will play a pivotal leadership role in overseeing the financial operations of Stripe-A-Zone across the Texas metro region. This position requires a strategic, hands-on finance leader who can balance operational execution with high-level financial oversight. The ideal candidate brings strong technical accounting and finance expertise, deep business acumen, and the ability to collaborate effectively across functional and regional teams. Experience in construction, infrastructure, or other project-based industries is highly desirable, as is experience in a private equity–backed environment. Key Responsibilities: Financial Leadership & Operations • Lead and drive the month-end close process for all entities within the region, ensuring accuracy, consistency, and timeliness., • Oversee treasury management, including cash forecasting, liquidity planning, and bank relationship oversight., • Serve as the key financial partner to regional business leaders, providing actionable financial analysis and decision support., • Work closely with finance teams across the region to ensure alignment on processes, reporting, and key performance metrics., • Provide mentorship and guidance to the regional financial analyst to ensure accuracy, depth, and business relevance of reporting and analysis., • Review and validate analytical findings to ensure they are actionable, consistent, and aligned with business priorities., • Oversee accounts receivable and collections performance across all entities in the region, ensuring disciplined management of working capital., • Support the regional budgeting and forecasting processes, including financial modeling, variance analysis, and ROI evaluations for projects and initiatives., • Support strategic planning and investment decisions with clear financial rationale and risk/return insights., • Bachelor’s degree in Finance, Accounting, or related field; CPA and/or MBA preferred., • Minimum 7+ years of progressive financial management experience, including leadership of regional or multi-entity operations., • Proven expertise in month-end close, treasury management, and working capital optimization., • Strong proficiency in Power BI, advanced Excel, and ERP systems (experience validating system data integrity preferred)., • Experience in a construction or project-based industry highly preferred., • Experience in a private equity–backed or fast-paced, multi-site organization a strong advantage. SAFETY FIRST • Pay range will be commensurate with knowledge/skills/abilities

Job DescriptionSenior Relativity Archiving AnalystEmployment Type: Full-Time, ExperiencedDepartment: Information Technology CGS is seeking a Senior Relativity Archiving Analyst, who will be responsible for vetting Relativity workspaces and file share folders and archiving or purging them. File shares will be moved to archive locations. Relativity workspaces will be archived using both Relativity ARM and a flat format which can be fully restored in Relativity or another system. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success- Collaborating with DOJ management, lead attorneys, and Section Chiefs on the disposition of data/files- Archiving older file shares- Archiving full Relativity workspaces using ARM- Archiving images, natives, text,- Archiving in flat format the metadata, coding fields, choices/tags- Documenting user interface- Documenting the archiving process for approval by the Senior IT Manager.- Evaluating and resolving any archiving issues. Qualifications- At least 3 years of hands-on experience with backend Relativity 2022 and prior.- At least 3 years of hands-on experience with archiving Relativity workspaces.- At least 3 years of hands-on experience with restoring Relativity archives workspaces.- Knowledge of Windows permissions and file transfer utilities.- Excellent written and oral communication skills required.- Experience working in a collaborative environment.- Must be a US Citizen- Must be able to obtain a Public Trust security clearance Ideally, you will also have- An undergraduate degree is strongly preferred; preferably in the computer science or management information/technology disciplines.- Experience in storage technology planning, performance capacity planning, and modeling, applications Our CommitmentContact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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 Description Our mission at New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Opportunity for promotion and development is a possibility, as New York Life tries to help agents flourish within their role. Compensation: $50,000 - $80,000 yearly Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Prospect and contact potential clients to discuss their financial needs and concerns, • Present an array of potential solutions using our competitive suite of products and services to help clients identify and achieve their financial goals, • Offer high-quality life insurance, fixed annuities, long-term care insurance, securities, investments, and other products for insurance and retirement, education, and business planning needs, • Create and implement business and marketing plans that will expand the client base, • Develop your professional skills and knowledge through the New York Life training curriculum, • Obtain optional licenses, with help from the company, to sell investments and other securities products concerning wealth management and advanced planning, • Potential for growth within the company, • Manage schedule and calendar, • This is a full-time positionQualifications:, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Requires a Bachelor’s degree in finance, business administration, or related field, • Sales experience preferred with a growth mindset, • Strong business acumen, • Must possess uncompromising integrity, • Ability to engage your community and leverage personal networks and contacts, • Excellent communication skills, both written and verbal, to communicate complex skills, • Motivated and driven personality, • Self-disciplined, • Willingness to obtain licensure, if necessary, • Strong leadership skills, • Ability to adapt to changing needs, • Innovative and self-driven, • FlexibilityAbout Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Job DescriptionWho We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise. At Emburse, we empower businesses to spend smarter — combining innovative SaaS solutions with an employee-first culture. We’re looking for a Sr. Global Benefits Analyst who approaches work with an ownership mentality — someone who is proactive, curious, and energized by solving problems. In this role, you’ll support and continuously improve our global employee benefits programs, ensuring a seamless experience for our employees and internal partners. You will collaborate closely with HR, Payroll, Finance, and external vendors to ensure operational excellence and deliver meaningful impact across all regions.What You’ll Do • Support the administration of global benefit programs (health, welfare, retirement, and leave programs) while identifying opportunities to improve processes and employee experience., • Approach work with a sense of ownership and accountability — taking initiative to move projects forward and proposing solutions rather than waiting for direction., • Build strong cross-functional partnerships with Payroll, HR, Finance, and vendors to ensure smooth end-to-end processes., • Collaborate with brokers, carriers, and internal stakeholders on benefit renewals, plan design improvements, and vendor performance evaluation., • Analyze benefits data and market insights to recommend enhancements that improve competitiveness, efficiency, and employee experience., • Support U.S. Open Enrollment, including planning, communications, testing, and vendor coordination., • Participate in benefits systems-related work (configuration updates, automation enhancements, or future implementation projects)., • Develop employee education materials and deliver communications that help employees fully understand their benefits options., • Administer leaves of absence (FMLA, parental, personal, statutory leaves) and support ADA accommodations., • Support benefits compliance including reporting, required notices, 5500 filings, and nondiscrimination testing., • Continuously look for better ways to work — streamlining and automating workflows to reduce friction for employees and internal teams.What You'll Bring, • Bachelor’s degree in HR, Business, or related field (required)., • 4+ years of experience in benefits administration (health, welfare, retirement)., • Experience supporting or coordinating benefits across multiple regions — preferred., • HR certification (PHR or SHRM-CP) — a plus., • Ownership mindset — proactive, accountable, and motivated to improve outcomes, not just manage tasks., • Curiosity and systems-thinking — enjoys learning how things work and looking for ways to optimize them., • Experience working with HRIS/benefit systems; comfortable supporting configuration updates or future system enhancements., • Strong relationship-building skills, able to influence and collaborate effectively with Payroll, HR, Finance, and external vendors., • Deep knowledge of benefit programs, leave administration, and compliance requirements., • Ability to handle confidential information with discretion and sound judgment., • Excellent communication skills; able to support and educate employees at all levels.

Job DescriptionCompany Description Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries. We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly Job Description The Account Manager is an operations leader who will communicate a vision for how Williams Lea best serves our clients across single or multiple service offerings, and who empowers and enables their team to bring that vision to life. The role focuses on executing service delivery, delivering operational excellence, implementing optimized cost to serve models, applying continuous improvement initiatives, and team growth and development. Williams Lea seeks an Account Manager to join our team! Williams Lea is the leading global provider of skilled business-critical support services to financial, legal and professional services firms. Sound good so far? Then this is the perfect position for you and you are just the individual that we are looking for! The Job: The individual’s primary responsibility will be to communicate a vision for how Williams Lea best serves our clients across single or multiple service offerings, and who empowers and enables their team to bring that vision to life. The role focuses on executing service delivery, delivering operational excellence, implementing optimized cost to serve models, applying continuous improvement initiatives, and team growth and development. • Oversee contracted operation(s) to ensure needs of the contract and client are met while addressing needs of employees, • Manage relationships with clients by ensuring a high level of customer satisfaction, • Establish, execute, and sustain quality service delivery through standard operating procedures, account planning, and achieving agreed-upon metrics and goals to ensure client satisfaction and exceptional employee performance, • Drive continuous improvement; keep client and manager informed of significant and potential issues, and communicate proposed solutions or processes that will avoid future or other potential issues; resolve issues escalated by the client, • Responsible for employee lifecycle of direct and indirect reports including, but not limited to interviewing and hiring; onboarding and induction; on-the-job training; professional learning, development, and growth; performance management including reviews and goal setting; talent management including succession planning for key roles; off-boarding management, • Ensure direct and indirect reports understand and are compliant with company and client policies, service level agreements (SLAs) and expected quality of work, utilizing corrective action when necessary, • Engage in regular and consistent communication with employees, hold regular team meetings and individual (1:1) meetings to ensure open lines of communication for company and client information, as well as to discuss clear expectations, performance and progress against goals and development, • Manage staffing and workflow volumes; use workflow management system to justify headcount based on work volumes and allocate staffing resources by shift or service line accordingly, • Review monthly P&L and submit necessary changes to financial analyst, • Review all labor allocations; manage over-time and time-off to avoid non-billable charges, • Create and distribute monthly invoice, ensuring it meets contractual requirements, • Participate in the budget process; ensure all operational processes are managed to timeline and budget, • Create and present monthly Client Service Review (CSR); reflect on data presented and be prepared to discuss ideas for process improvement and benefits to the client to support informed decision-making, • Solicit feedback from clients (client outreach) regularly, • Foster cross-training and a sense of team work to optimize client service delivery, • Educate clients regarding Williams Lea services already providing and those available through strong sense of the client’s business and the impact our services may have on their success, • Identify opportunities for account growth, new services, resolutions to client challenges through communication with clients/end-users – escalate opportunities to manager, • Participate or lead due diligence, implementation (people, process, technology) for new business within client account; participate as needed on other new client accounts., • Be able to lift up-to 50 lbs. on a regular basis., • Adhere to Williams Lea policies in addition to client site policiesQualifications The Experience: • Over 5 years’ experience and a proven track record of being a recognized leader and manager of people in a customer service intensive environment, • Demonstrated record implementing solutions that have permanently resolved poor contract performance or difficult situations, • Excellent client service skills with a service-minded approach towards the client, • Proven experience in the delivery and management of complex multi-service solutions for clients, • Minimum of two years of successful financial management; understanding of how day-to-day and strategic decisions impact P&L Medical Insurance, Life Insurance, Corporate Eye Care, Personal Accident, Company Sick Pay and Dental Insurance, are offered at a discount on a salary sacrifice basis. You will also have the opportunity to work for a global employer; and dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects. The Company values the differences that a diverse workforce brings to the organisation and will not discriminate because of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (which includes colour, nationality and ethnic or national origins), religion or belief, sex or sexual orientation (each of these being a “protected characteristic” in discrimination law). It will not discriminate because of any other irrelevant factor and will build a culture that values openness, fairness and transparency. Please note: Due to the high volume of responses received for this role we will not be able to contact all applicants directly. If you have not heard from us in four weeks please consider your application unsuccessful. Who we are: In a rapidly changing world, the ability to innovate and break new ground drives progress. Williams Lea has harnessed this ability for more than 200 years. Our 5,200+ talented employees worldwide are experts in delivering efficient business processes in complex and highly regulated environments. We’re always progressing. Connecting technology with expertise and strong processes to transform support services. As we enter our third century, we continue helping businesses thrive in a future driven by digitization and virtualization. Additional Information RRD's current salary range for this role is $62,000 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts. Shift: M-F, 8am to 5pm (will require flexibility) #GOC #LI-0925 #li-onsite #WLNAT All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job Description Position Title: Sr. Salesforce Technical Analyst/Administrator Reports To: VP, Information Technology Company Location: Irving and Dallas, TX Company Background Revision Skincare, located in Irving, TX, provides dermatologists, plastic surgeons and medical spas with clinically proven, high-performing skincare products. Using only premium quality ingredients, the Revision Skincare collection was formulated to provide targeted solutions for enhancing skin’s appearance and reducing signs of aging. Scope of Position Revision Skincare is seeking a Senior Technical Business Analyst / Admin to help drive operational excellence and digital transformation across our Salesforce ecosystem. This role will bridge business teams and technical delivery partners, translating the needs of our Sales, Marketing, Finance, and Operations departments into scalable Salesforce solutions that enhance visibility, efficiency, and customer engagement. The ideal candidate combines strong Salesforce platform expertise with business process insight in the skincare industry — bringing hands-on experience in B2B Commerce, Loyalty Management, and Revenue Operations. Key Responsibilities Development/Project Management/Training • Partner with Sales, Marketing, Operations, Finance, and IT to translate business requirements into scalable Salesforce solutions., • Lead requirements discovery, process mapping, and documentation of user stories and functional/technical specifications., • Design, configure, and develop Salesforce solutions using Flows, Approvals, Apex, LWC, and B2B Commerce., • Ensure financial accuracy and data integrity across Salesforce and integrated financial systems, including reconciliation and GL alignment., • Investigate system issues, perform root-cause analysis, and drive continuous process and platform improvements., • Lead UAT planning, execution, and validation with business stakeholders., • Build and maintain Salesforce reports and dashboards to support sales, loyalty, and operational insights., • Manage third-party Salesforce support vendors and support release and change management activities., • Support user adoption through training, documentation, and ongoing enablement., • Mentor junior team members and serve as Salesforce SME., • 3+ years of hands-on experience delivering Salesforce solutions in a Technical Business Analyst and/or Salesforce Developer capacity, supporting Sales Cloud, Experience partner portal and Service Cloud., • Strong technical proficiency in Apex (classes, triggers, test methods) and Lightning Web Components (LWC) for implementing custom business logic and UI extensions., • Advanced experience designing and implementing Salesforce automation using Record-Triggered Flows, Screen Flows, Approval Processes, and Declarative Configuration., • Hands-on experience with Salesforce B2B Commerce and Salesforce Loyalty Management, including order lifecycle automation, rewards logic, tier management, and integrations (preferred)., • Strong understanding of B2B sales models, customer lifecycle management, and eCommerce workflows, including ordering, invoicing, and fulfillment., • Proven ability to perform system analysis, data investigation, and root-cause troubleshooting, driving continuous process and platform improvements., • Strong written and verbal communication skills with demonstrated ability to translate business requirements into technical designs and collaborate across cross-functional and technical teams., • Salesforce certifications such as Administrator, Salesforce Business Analyst, Platform Developer I, B2B Commerce Specialist, or Loyalty Management are a plus., • Bachelor’s degree in computer science, Information Systems, Business, or a related technical field; advanced degree preferred., • Authorized to work in the United States.

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

Job DescriptionWellfit is the dental industry’s fintech solution! A healthcare fintech company that enhances experiences between patients, providers, employers and payors. Wellfit provides access to treatment and care of all by removing financial barriers. Role Summary:The Product Owner Manager is a people leader and senior individual contributor responsible for driving product delivery while directly managing a small team of Product Owners. This role combines hands-on product ownership with people leadership, ensuring strong execution, healthy backlogs, and consistent delivery practices across assigned product areas. The Product Owner Manager plays a key role in scaling the Product organization by developing talent, setting expectations, and maintaining delivery rigor, while continuing to directly own and deliver on product initiatives. Key Responsibilities:People Management & Team Leadership• Directly manage and develop 2–3 Product Owners• Set clear expectations, goals, and priorities for direct reports• Provide ongoing coaching, feedback, and performance guidance• Support career development, skill growth, and succession planning• Partner with Product leadership on staffing, capacity planning, and team structure Product Ownership & Delivery• Maintain direct ownership of assigned products, features, or initiatives• Own backlog prioritization, refinement, and readiness for assigned workstreams• Translate product strategy and roadmap initiatives into executable plans• Ensure high-quality user stories, acceptance criteria, and documentation• Balance short-term delivery needs with longer-term product health Portfolio & Execution Leadership• Align priorities, sequencing, and dependencies across Product Owners• Support cross-team coordination and delivery predictability• Serve as an escalation point for complex delivery or prioritization issues• Partner with Product Managers to ensure alignment between strategy and execution Cross-Functional Collaboration• Partner closely with Engineering, Architecture, and Scrum Masters to support delivery health• Proactively identify risks, dependencies, and tradeoffs• Promote strong collaboration and transparency across teams and stakeholders Standards & Continuous Improvement• Establish and reinforce best practices for backlog management and delivery execution• Improve consistency and quality across product teams• Leverage delivery metrics to identify improvement opportunities• Drive continuous improvement in delivery predictability and outcomes What This Role Brings:• Stronger Product Delivery• Clear ownership and accountability across product initiatives• Higher-quality backlogs and more predictable execution• Reduced rework and downstream delivery issues Team Development• Consistent coaching and development for Product Owners• Stronger bench of product talent• Clear expectations and growth paths within the Product organization Organizational Stability• Reduced span of control for senior Product leadership• Improved coordination across teams• Scalable product delivery practices as the organization grows Qualifications:• 5+ years of experience as a Product Owner, Senior Business Analyst, or similar role in a SaaS, fintech, or health tech environment• Prior experience managing or formally leading Product Owners or similar roles• Strong experience owning product backlogs and delivering complex initiatives• Demonstrated ability to coach, develop, and performance-manage team members• Solid understanding of Agile/Scrum practices and tools (Jira, Confluence)• Excellent communication and stakeholder management skills• Experience managing teams while maintaining hands-on product ownership• Experience working across multiple product domains or platforms• Familiarity with configuration-heavy platforms, rules engines, or eligibility/benefits logic• Background in healthcare, fintech, or other regulated industries• Experience operating in scaled Agile environments Perks & Benefits:• Medical, Dental, and Vision coverage• Paid time off• 401(k) with up to 4% matching• Opportunity to drive innovation in payments as Wellfit continues to grow as a leading payment facilitator• Access to modern tools and technologies to support product delivery and innovation Why Wellfit:• Meaningful Impact: Your work directly supports access to care through smarter healthcare financing.• Modern Product Environment: Exposure to evolving AI-enabled delivery practices.• Growth with Stability: Profitable fintech with national scale and long-term runway.• People-First Culture: Thoughtful leadership, transparency, and real collaboration.• Work Flexibly: Hybrid model based in Dallas with 3 days/week in-office.• Comprehensive Benefits: Full medical, dental, vision, and generous PTO.• Invest in Your Future: Competitive salary, bonus eligibility, and 401(k) matching.• Fast-Growth Environment: A rare opportunity to grow with a profitable startup on a national trajectory. 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