Financial planning analyst jobs in Dallas, TexasCreate job alerts

Job Description About Trajan WealthWith over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Dallas Metro. This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you. What Makes Trajan DifferentAs your market expands, you gain access to a platform designed to accelerate your growth:In-house marketing agency (radio, TV, seminars, digital) Dedicated client development team delivering additional qualified meetings each week beyond educational seminars Full operational infrastructure: client service, CRM, investment, IT, HR, compliance A proven, repeatable sales process Integrated estate and tax planning through in-house attorneys and CPAs You focus on meeting clients and closing business.We handle the rest.Today, the average Trajan Advisor produces approximately $40M per year in new assets.Duties and ResponsibilitiesLead Educational SeminarsHost and present retirement and financial planning seminars within the DFW area. Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the DFW area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win.Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).TX Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation. 401k with matching up to 13%United Healthcare PPO Medical employee coverage paid by CompanyDelta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options availableGenerous holidays and PTOIf you're good with clients, this will be your last U4 application. If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Job Description Position Summary Gurr Brothers Construction is seeking a seasoned Chief Financial Officer (CFO) to oversee all financial functions of the company, including financial planning, reporting, risk management, and strategic growth initiatives. The ideal candidate is a strategic financial leader with deep construction or capital-intensive industry experience, a proven track record in mergers and acquisitions, and the credentials and expertise to guide the company through its next phase of growth. This role may be performed on-site in Dallas, TX, or remotely for the right candidate. Key Responsibilities • Serve as a key member of the executive leadership team, advising the CEO and President on financial strategy, business planning, and growth initiatives., • Lead all aspects of financial planning and analysis (FP&A), budgeting, forecasting, and cash flow management across the organization., • Direct accounting operations, financial reporting, internal controls, and compliance with GAAP and applicable regulatory requirements., • Lead and execute merger and acquisition (M&A) activity, including deal sourcing, due diligence, valuation, financial modeling, negotiation, and post-acquisition integration., • Manage banking relationships, bonding/surety capacity, credit facilities, and capital structure to support project financing and company growth., • Oversee job costing, WIP (work-in-progress) reporting, and project-level financial performance in partnership with operations and project management teams., • Develop and maintain risk management strategies, including insurance, bonding, and tax planning., • Build, mentor, and lead a high-performing finance and accounting team., • Present financial results, forecasts, and strategic recommendations to ownership, the board, and other key stakeholders., • Ensure timely and accurate financial reporting, audits, and tax filings. Required Qualifications • Certified Public Accountant (CPA) license, active and in good standing., • Chartered Financial Analyst (CFA) designation., • Master of Business Administration (MBA)., • Minimum of 15 years of progressive financial leadership experience, including experience at the CFO, VP of Finance, or similar executive level., • Demonstrated experience leading mergers and acquisitions, including deal structuring, due diligence, and integration., • Strong knowledge of GAAP, financial reporting, and internal controls., • Excellent leadership, communication, and executive presence, with the ability to partner effectively with ownership and cross-functional teams. Preferred Qualifications • Experience with job costing, WIP reporting, and surety/bonding relationships., • Experience scaling finance operations within a privately held or family-owned business.\nCompany Description Gurr Brothers Construction is a growing construction firm built on a foundation of quality craftsmanship, integrity, and long-term client relationships. As we continue to expand our project portfolio and pursue strategic growth opportunities, we are seeking an experienced Chief Financial Officer to lead our financial strategy and operations. Gurr Brothers Construction is a growing construction firm built on a foundation of quality craftsmanship, integrity, and long-term client relationships. As we continue to expand our project portfolio and pursue strategic growth opportunities, we are seeking an experienced Chief Financial Officer to lead our financial strategy and operations.

Job Description M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Ft. Myers/Naples, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary: Assists in business plan modeling and projection reporting; Performs financial and operational analysis and reporting; Assists in processes for procurement of land and lots; Assists with backlog management. Duties and Responsibilities: • Maintain and audit land change orders and ensure timely turn in at year end., • Maintain the critical path tracker for land not delivered to lots and open for sale., • Process earnest deposits, land, and lot purchase documents., • Complete True up analysis for lots closed, per land contracts., • Process bank deposits, monthly., • Perform management and operations reporting, weekly and monthly., • Analyze and manage operations data to ensure accuracy., • Assists in quarterly review for business plan modeling and projection reporting., • Assists in fidelity of data maintained outside of key reporting., • Generate and review operations reporting by subdivision., • Process base pricing changes in each subdivision and manage pricing on spec inventory. Requirements Minimum Education and Qualifications: Bachelor’s degree in finance or accounting, or 2-5 years of experience as a financial analyst or similar position in homebuilding or finance related fields. Additional Skills: • Intermediate to advance excel knowledge (xlookup; alt hot keys; key data management), • Strong organizational and planning skills., • Ability to operate independently., • Routine oriented., • Simple communication style. Work Requirements: • Office environment – business casual dress code, • Flex hours (7AM-9AM start time); Expect 40-45 hours per workweek. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining diverse talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND123

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:https://cgsfederal.com/join-our-team/For more information about CGS please visit https://www.cgsfederal.com or contact:Email: info@cgsfederal.com #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionJoin Butterfly Effects - Where BCBA's LeadBoard Certified Behavior Analyst (BCBA)(Field-Based) Dallas - Fort Worth Metroplex Area Are you a passionate BCBA seeking a rewarding career where your expertise drives real, lasting change for children with autism spectrum disorder? At Butterfly Effects, we're not just another ABA therapy provider - we're a BCBA-led organization dedicated to empowering you with unmatched support, professional growth, and a family-centric approach. Led by Dr. Steve Woolf, PhD, BCBA-D (President) and Molly McGinnis, M.Ed., BCBA (Vice President of Clinical Services), we prioritize your success so you can focus on what matters; making a socially meaningful change in the lives of children and families.Why Choose Butterfly Effects for Your BCBA Career?At Butterfly Effects, you'll find more than a job, you'll find a mission. We are co-founders of the National Coalition for Access to Autism Services (NCAAS) and the Louisiana Coalition for Access to Autism Services (LCAAS), two non-profits dedicated to expanding access to ABA for all families regardless of socio-economic status. We also lead with people: our BCBAs are at the center of every decision, with unmatched support, autonomy, and opportunities to grow. What Sets Us ApartBCBA Leadership at Every Level: BCBAs hold key roles in management and senior leadership, ensuring your voice shapes our clinical practices and company direction.Stable Growth Opportunities: As an established ABA provider with nationwide expansion we have growth paths to Assistant Regional Director, Center director, and Regional Director.Ethical, High-Quality Standards: As a fully accredited BHCOE organization, we uphold BACB guidelines and prioritize meaningful supervision, family involvement, and evidence-based ABA interventions over rigid quotas.Supportive, Positive Culture: Enjoy a collaborative environment where BCBAs are heard, respected, and encouraged to contribute - Join our "PD Speaker Series" for internal CEU presentations led by thought leaders in the field-giving you access to experts you may otherwise only see at national conferences. Participate in monthly clinical case reviews with all your peers and clinical leadership.Clinician Empowerment: Design customized treatment plans tailored to each client's needs, with full access to tools, resources, and interdisciplinary collaboration for optimal ASD outcomes.Competitive Compensation & BenefitsWe reward your expertise with a compensation package designed for financial security, wellness, and family support:Total Compensation: Base salary $85,000 - $95,000 + quarterly performance incentives (up to $12,000 annually).Generous Time Off: Generous PTO, and paid holidaysComprehensive Health Benefits: Medical, dental, vision, life insurance, supplemental coverage, and HSA options.Retirement Savings: 401(k) to build your future.Professional Development & MentorshipInvest in your ABA career with our robust support system-perfect for both seasoned BCBAs and those building experience:Local Leadership support: Each market has locally or regionally based clinical directors available to provide guidance, collaboration, and on-the-ground support so you are never working in isolation.Mentorship Program: New or early-career BCBAs receive personalized guidance from experienced BCBA mentors to accelerate your growth and certification requirements.Research & Innovation: Collaborate on cutting-edge ABA research projects and present at national conferences-our team has contributed to 15+ publications in journals like Journal of Applied Behavior Analysis.Clinical Advisory Access: Benefit from insights by renowned experts, including board-certified BCBAs and developmental specialists, through our internal committees and compassionate care teams.CEU Opportunities: Access in-house CEUs annually, plus funding for external conferences, live events, and our annual Clinical Conference.Your Role as a BCBA at Butterfly EffectsAs a key member of our interdisciplinary ABA team, you'll lead the charge in delivering family-centered therapy for children with autism. Your daily impact includes:Managing & Supervising Staff: Oversee RBTs and BTs to ensure consistent, high-quality ABA service delivery.Conducting Assessments & Planning: Perform functional behavior assessments, develop individualized treatment goals, and create engaging, evidence-based intervention plans.Family & Caregiver Training: Lead monthly sessions to empower families with ABA strategies for long-term success.Team Coordination: Collaborate with therapists, educators, and other professionals to integrate holistic care for clients.This BCBA position is ideal for those passionate about autism therapy, behavior analysis, and making a difference-without the constraints of non-compete clauses.Qualifications for BCBA CandidatesWe're seeking dedicated BCBAs who align with our mission. Must-haves include:Master's degree in Applied Behavior Analysis (ABA), Psychology, or a related field.Active BCBA Certification from the Behavior Analyst Certification Board (BACB).Strong passion for working with children and families affected by autism spectrum disorder.Excellent communication and collaboration skills for interdisciplinary teams.Experience levels welcome - we tailor opportunities to your career stage!Who We Are: Butterfly Effects ABA Therapy LeadersSince 2005, Butterfly Effects has transformed the lives of over 15,000 families through individualized applied behavior analysis (ABA) therapy. Our butterfly logo symbolizes love, rebirth, and metamorphosis - mirroring our commitment to helping children and families thrive.If you are ready to bring your passion, expertise, and compassion to a stable team that values you as much as the families we serve, we would love to meet you.Find out more about us at www.butterflyeffects.com and join us on our mission to foster joyous lives through compassionate ABA care.#INDBCBATX Job Posted by ApplicantPro

Job DescriptionAmerican Beacon PartnersAssociate Analyst / Analyst, Marketing American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2025, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the seventh consecutive year. For more information, please visit www.ambeacon.com Our office is located in Irving, Texas (Las Colinas). This position will have the following consideration:Hybrid: In office, currently Monday-Tuesday-Wednesday each week, with the option to work from home on Thursday and Friday. Job Description:The Associate Analyst / Analyst, Marketing plays a hands-on role in creating, producing and distributing the firm's marketing content across print, web, email and digital channels at a growing investment management firm serving the U.S. wealth and retirement marketplace. The role partners extensively with Sales and National Accounts, giving the Associate Analyst / Analyst direct exposure to how marketing drives distribution and a front-row seat to the strategies, channels and relationships that grow the business.Marketing in financial services is evolving quickly, and this role sits at the center of that change. Beyond keeping fund materials accurate and current, the Associate Analyst / Analyst helps shape campaigns, brings creative ideas to the table and helps the team modernize how content is created, personalized and delivered to financial advisors. The team embraces new tools, including AI-assisted workflows, and values people who test new approaches, take real ownership of their work and grow their responsibilities over time.This is an excellent opportunity for a curious, creative and detail-oriented professional who wants to build a career in asset management and is energized by a fast-moving environment where no two quarters look the same. Key ResponsibilitiesCreate and update materials on a monthly and quarterly cycle, including fund fact sheets, performance flyers, commentary pieces, pitchbooks and product one-pagers; proofread for accuracy against source dataTrack material expiration and refresh dates; flag pieces requiring re-approvalHelp maintain brand consistency across all marketing materials, in print and digital, in accordance with the firm's brand standardsIdentify opportunities to streamline production through templates, automation and AI-assisted tools, and bring creative recommendations to the teamHelp create and support integrated campaigns across email, web and social channels, from concept and content development through execution and performance trackingPartner with Sales and National Accounts to develop channel-specific materials, respond to field requests and tailor content for key distribution partnersContribute creative ideas for new content formats, campaign angles and ways to differentiate the firm's story with advisorsMake routine updates to the public website and advisor portal, including product pages, the literature library and news postsSupport digital campaign execution, including formatting content, staging assets and tracking performancePrepare and submit marketing materials for Compliance review, apply required disclosures and standardized performance presentations, and route revisions through to final approvalMaintain marketing calendars, project trackers and status reportingOther duties as assigned RequirementsBachelor's degree in Marketing, Communications, English, Journalism or a related fieldExcellent verbal and written communication skills, including editing and proofreadingExceptional attention to detail, particularly when verifying data accuracy against source materialsStrong planning, organizational, analytical and technical skillsCreativity and sound judgment in bringing ideas forward while working within brand and regulatory guardrailsStrong work ethic with the drive to own deliverables end to end, meet deadlines and follow through on details others might missAbility to work independently while balancing multiple projects with demanding and changing priorities and deadlinesGenuine willingness to learn, experiment with new tools and technologies, and adapt as the marketing landscape evolvesProficiency in Microsoft Office (Word, Excel and PowerPoint)Interest in financial markets, investment management or financial servicesGeneral understanding of the financial services industry, mutual funds and ETFs (preferred)Working knowledge of the AP Stylebook (preferred)Experience with content management systems, sales enablement platforms such as Highspot or Seismic, or web publishing tools (preferred)Exposure to email marketing platforms, marketing automation, CRM tools or digital analytics (preferred)Familiarity with Adobe Creative Suite, Canva or similar design tools (preferred)Curiosity about AI-assisted content and productivity tools and how they can improve marketing workflows (preferred) #LI-Hybrid Job Posted by ApplicantPro

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. Opportunities for promotion and development are 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 position Qualifications: • 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, • Flexibility About 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. #WHINS2 Compensation details: 50000-80000 Yearly Salary PIb646239a3990-37820-41363376

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Asset Management Group Development Program Analyst/Associate within PNC's Asset Management Group organization, you will be based in a location based on business need. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. By joining one of PNC’s Development Programs, you can explore your potential through hands-on experience in a professional environment. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in key areas. The goal of PNC’s Development Programs is to move analysts from development roles into production roles in one of PNC’s lines of business. PNC’s Asset Management Group (AMG) is comprised of Institutional Asset Management, our Investment Office, and PNC Private Bank. AMG works with individual, nonprofit, and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The AMG Development Program is a comprehensive, interactive program that will prepare you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role supporting the investment management businesses within the Asset Management Group. The 2-year program provides opportunity to learn the business through an extensive mix of classroom training and on the job learning while gaining visibility among the firm’s senior leadership. PNC Private Bank: PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments and other institutional investors for over 75 years. IAM’s local\regional based service teams provide our clients with customized solutions to help achieve their mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics teams. Investment Office: The Asset Management Group Investment Office is an extension of our dedicated investment team. Working with Investment Advisors, our deep bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Geographic flexibility is important to your success in this program. Opportunities are available throughout PNC’s footprint. Analysts entering the Asset Management Group Development Program will be in a client facing and sales supporting role. Learn more about PNC’s Development Programs on _. Job Profile: Participates as an analyst in the line of business development program. Performs or assists the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, or process support, internal or external client interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). Participates in formal learning (e.g., classroom, web-based, or virtual) and completes related activities and projects. Supports the internal and external client experience by always providing excellent service; takes accountability and ensures problem resolution. Required Education and Experience: Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Actuarial Sciences), Minimum GPA 3.2. Roles at this level are filled by recent university / college graduates with little or no professional experience but possessing relevant skills. Includes individuals joining the organization through a corporate development/training program. PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this_. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Accuracy and Attention to Detail, Analytical Thinking, Business Acumen, Effective Communications, Flexibility and Adaptability, Information Capture, Products and Services, Project Management, Self-Directed Growth and Development Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) Base Salary: $39,100.00 – $126,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 08/03/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Asset Management Group Development Program Analyst/Associate within PNC's Asset Management Group organization, you will be based in a location based on business need. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. By joining one of PNC’s Development Programs, you can explore your potential through hands-on experience in a professional environment. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in key areas. The goal of PNC’s Development Programs is to move analysts from development roles into production roles in one of PNC’s lines of business. PNC’s Asset Management Group (AMG) is comprised of Institutional Asset Management, our Investment Office, and PNC Private Bank. AMG works with individual, nonprofit, and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The AMG Development Program is a comprehensive, interactive program that will prepare you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role supporting the investment management businesses within the Asset Management Group. The 2-year program provides opportunity to learn the business through an extensive mix of classroom training and on the job learning while gaining visibility among the firm’s senior leadership. PNC Private Bank: PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments and other institutional investors for over 75 years. IAM’s local\regional based service teams provide our clients with customized solutions to help achieve their mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics teams. Investment Office: The Asset Management Group Investment Office is an extension of our dedicated investment team. Working with Investment Advisors, our deep bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Geographic flexibility is important to your success in this program. Opportunities are available throughout PNC’s footprint. Analysts entering the Asset Management Group Development Program will be in a client facing and sales supporting role. Learn more about PNC’s Development Programs on _. Job Profile: Participates as an analyst in the line of business development program. Performs or assists the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, or process support, internal or external client interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). Participates in formal learning (e.g., classroom, web-based, or virtual) and completes related activities and projects. Supports the internal and external client experience by always providing excellent service; takes accountability and ensures problem resolution. Required Education and Experience: Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Actuarial Sciences), Minimum GPA 3.2. Roles at this level are filled by recent university / college graduates with little or no professional experience but possessing relevant skills. Includes individuals joining the organization through a corporate development/training program. PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this_. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Accuracy and Attention to Detail, Analytical Thinking, Business Acumen, Effective Communications, Flexibility and Adaptability, Information Capture, Products and Services, Project Management, Self-Directed Growth and Development Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) Base Salary: $39,100.00 – $126,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 08/03/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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

COMPANY: Stoneweg US is a globally recognized real estate investment firm with domestic offices in Dallas, TX, Miami, FL, and St. Petersburg, FL. Stoneweg serves as the exclusive asset manager of Varia US Properties AG, a foreign, publicly-traded real estate fund (SIX: VARN). The Company’s mission is broad and in addition to its core business in multifamily investment management, Stoneweg has an expanding portfolio of business opportunities in complementary real estate verticals. Stoneweg US is a subsidiary of Stoneweg and SWI Group, a global alternative investment platform founded in 2015 and headquartered in Geneva, Switzerland with over $10B in total assets under management and a presence in 15 European countries and Singapore. POSITION: Based in Dallas, TX (Las Colinas), the Investments Senior Analyst will be part of a dynamic and fast-paced business environment. The position will support all aspects of Investments and Asset Management, and play a critical role in underwriting new acquisitions, supporting due diligence, and assisting with ongoing asset management responsibilities and initiatives. This individual will work cross-functionally to evaluate investment opportunities, monitor portfolio performance, and contribute to strategic decision-making. The ideal candidate will be an energetic, motivated self-starter with a highly detailed, hands-on approach. This person will be results-oriented and able to excel in a fast-paced environment that requires one to be able to adjust to shifting priorities and accomplish multiple tasks. RESPONSIBILITIES: • Build and maintain detailed financial models in Excel to evaluate potential multifamily acquisitions and dispositions., • Underwrite potential acquisitions, considering all comparable properties and developing initial business plans for rents, capital improvements, and operational changes., • Develop and update cash flow forecasting models at the asset, portfolio, and fund levels., • Assist in preparing investment memoranda and presentations for internal investment committees and external capital partners., • Support the transaction process including due diligence, third-party coordination, and closing documentation., • Develop benchmarks to analyze monthly operating statements and KPIs, rolling up portfolio performance to help inform strategic decision-making., • Support Asset Managers in collaborating with property managers and third-party vendors to identify operational efficiencies and value-add opportunities., • Conduct market and submarket research to support investment theses and portfolio strategy., • Monitor property performance against underwritten projections and business plans., • Develop budget comparison templates and translate portfolio fee, tax, insurance, and debt service data to inform management company budget assumptions at the asset level., • Maintain databases of market intelligence and investment pipeline activity., • Research and complete ad hoc projects., • Work effectively and successfully in a fast-paced, deadline driven environment. REQUIREMENTS: • Bachelor’s degree or greater in Finance, Real Estate, Economics, or related field., • 3-4+ years of experience in real estate investment, private equity, or investment banking with a focus on multifamily and/or commercial real estate preferred., • Advanced Microsoft Office knowledge, particularly Microsoft Excel and financial modeling., • Ability to perform and prioritize multiple assignments without immediate supervision., • Strong interpersonal, time management, organizational, and strategic planning skills., • Excellent quantitative, analytical, and problem-solving skills., • Excellent verbal and written communication skills with a strong attention to detail., • Familiarity with industry tools such as Radix, DealPath, RealPage, and CoStar is highly desirable., • Forward-thinking capabilities to support integration of AI into the platform., • Team player with the ability to work independently and function in a support role., • This role will be based in-person in our Dallas, TX (Las Colinas) office only. This role is expected to embody Stoneweg’s values at a leadership level, ensuring that professional conduct and decision-making align with the company’s principles: • Trust & Integrity – Acts with transparency, honesty, and accountability, upholding high ethical standards in all responsibilities., • Respect & Collaboration – Fosters an inclusive and supportive environment, valuing diverse perspectives and working effectively with colleagues and stakeholders., • Entrepreneurial Mindset – Demonstrates agility, proactiveness, and a solution-oriented approach to drive innovation and sustainable growth., • Excellence & Commitment – Takes ownership of tasks, continuously seeks improvement, and is dedicated to delivering high-quality results. These competencies are essential to contributing to Stoneweg’s culture, ensuring a positive impact on the business, stakeholders, and the broader community. COMPENSATION: The chosen candidate will receive a competitive salary, bonus program, and an excellent benefits package. This position offers the candidate a strong opportunity for growth and advancement in the Company. August 2026 NOTE: This job description is inclusive of but not limited to the job specifications contained herein. Additional duties or job functions may be required as deemed necessary.

Job Description Position Summary: Responsible for providing financial planning, forecasting, reporting, and strategic analysis in support of the Mortgage Servicing organization. Partners with servicing leadership to evaluate financial performance, optimize operational efficiency, support strategic initiatives, and drive informed business decisions through advanced financial modeling, forecasting, and actionable insights. This position ensures the performance of all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Responsibilities: • Develops and maintains annual budget, periodic forecasts, and long-range financial plans for the Mortgage Servicing Channel., • Analyzes monthly financial performance against budget, forecast, and prior period results, identifying key drivers of variances, • Operates as a subject matter expert for financial systems, data sources, forecasting methodologies, Key Performance Indicators, and reporting processes., • Leads monthly financial review process for Servicing leadership, preparing presentations and communicating key business trends, risks, and opportunities., • Conducts scenario, sensitivity, and capacity planning analyses to assess the financial impact of volume fluctuations, regulatory changes, delinquency, interest rate movements, and portfolio runoff., • Identifies, recommends, and implements reporting automation and process improvement initiatives to increase efficiency, scalability, and data accuracy., • Collaborates with Accounting to support month-end close activities, accrual analyses, expense allocations, and financial statement review., • Establishes controls and validation procedures to ensure the accuracy and integrity of servicing, operational, and financial reporting., • Develops detailed financial models to evaluate the profitability impact and feasibility of proposed business initiatives., • Drives migration and adoption of new processes, tools, and systems integrations to enhance visibility into loan level economics, costs to service by loan type and stats, and controllable vs. uncontrollable losses, • Creates ad hoc reports or analysis as requested by senior management. Requirements • Bachelor’s Degree in finance or accounting required, and preferably six (6) + years of experience in the financial services industry., • Two (2) + years of experience as a Financial Analyst supporting Mortgage Servicing., • Mortgage industry experience required., • Familiarity with relational databases (SQL, Oracle) including the ability to easily extract raw data is preferred., • Previous project management experience required., • This role requires a hybrid schedule based out of Plano, TX. Why work for #teamloanDepot: • Aggressive compensation package based on experience and skill set., • Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive., • Work with other passionate, purposeful, and customer-centric people., • Extensive internal growth and professional development opportunities including tuition reimbursement., • Comprehensive benefits package including Medical/Dental/Vision., • Wellness program to support both mental and physical health., • Generous paid time off for both exempt and non-exempt positions. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $106,000 and $132,000. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionCompany 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 motivated and detail-oriented Technical Product Delivery Manager to join our growing team. This role leads product delivery by combining project management, business analysis, backlog governance, quality assurance coordination, and AI-driven process improvement to ensure the successful delivery of scalable business and technology solutions. It sits at the critical connection point between business priorities and technical execution, driving both operational improvements and strategic product initiatives. As we expand our platform’s capabilities and scale our internal operations, this role will bring greater focus and coordination to project execution. You will lead efforts to define business needs, manage cross-team collaboration, streamline workflows, and ensure projects stay aligned with strategic goals. This is a unique opportunity to shape innovative tools in the private asset analytics space. Key Responsibilities Oversee the functional requirements and backlog for our SQL–backed internal application, which processes large volumes of financial data Use basic SQL queries, Excel, and Power BI to validate requirements, perform data checks, and support testing Ensure high-quality product delivery through testing, validation, and defect management Coordinate test planning, user acceptance testing, and release readiness with development and business stakeholders Collaborate with business and technical stakeholders to gather, document, and validate detailed business and functional requirements Act as a problem solver by breaking down ambiguous business challenges into actionable tasks Drive clarity and accountability through documentation, process mapping, and project tracking tools (e.g., Azure DevOps, Asana) Contribute to process improvement and strategic planning initiatives, including identifying and applying AI-enabled tools and workflows to increase efficiency, consistency, and delivery quality Coordinate internal teams to manage timelines, priorities, and resources across multiple concurrent projects Facilitate planning, progress tracking, and status updates to ensure milestones are met and risks are mitigated Establish and evolve Agile best practices and SDLC methodologies to support scalable and efficient project delivery Collaborate with product owners and leadership to prioritize backlogs and ensure alignment with business strategy Provide ongoing status reporting to stakeholders, highlighting progress, blockers, and resource needs Support change management activities including stakeholder communication and training rollout Qualifications and Skills Bachelor’s degree in Business Administration, Information Systems, or a related discipline 2-5 years of experience in business analysis, project management, or a similar role in a technology-driven organization Experience in financial services, data-driven organizations, or analytics platforms is strongly preferred Strong analytical and problem-solving abilities, with experience in process mapping and root cause analysis Excellent communication and stakeholder management skills, with the ability to translate technical concepts for non-technical audiences Highly organized with attention to detail and the ability to manage multiple priorities in a fast-paced environment Basic SQL proficiency required (able to write simple queries (SELECT, WHERE, JOIN, GROUP BY) to validate data and support testing Proficiency with Excel and familiarity with Power BI for data validation and reporting Experience with project management and collaboration tools (e.g., Azure DevOps, Asana) Strong understanding of SDLC methodologies, including Agile, Kanban, Waterfall Experience leading Agile or hybrid projects; certification such as Scrum Master (CSM) is a plus Experience coordinating quality assurance activities, including test planning, user acceptance testing, and defect triage Applied experience using AI tools and assistants to improve business or delivery processes is strongly preferred Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position Why LP Analyst? Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins Early opportunities for advancement for top-performing analysts Opportunity to build valuable professional skills early in your career, 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 Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks Powered by JazzHR SCcQtKFnH0

Job DescriptionWho We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in expense intelligence, 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. We are seeking a Manager, Corporate Financial Planning & Analysis to serve as a core strategic finance resource to the VP, FP&A and senior leadership. This role sits at the intersection of financial modeling, board-level storytelling, and cross-functional decision support — owning the analytical work that underpins Emburse’s most consequential financial decisions, including new product launches, investment cases, headcount and program ROI analysis. The Manager, Corporate FP&A will operate with significant autonomy, manage a Lead Financial Analyst, and work directly with the Vice President, FP&A to enhance the financial rigor and architecture that supports Emburse’s growth strategy. The ideal candidate is a high-judgment, analytically rigorous finance professional who thrives in ambiguous, high-stakes environments and can build from a blank page. Please note this is a hybrid role (3 days a week in our Addison, TX office) and we are NOT able to offer sponsorship now or in the futureWhat you will do • Build and own financial models for strategic initiatives including new product launches, market expansion, build-vs-buy decisions, and operational transformation programs, • Lead the financial analysis supporting investment cases and business cases presented to the ELT, board, and PE sponsor, including scenario modeling and sensitivity analysis, • Develop and maintain the company’s long-range financial plan that reflect business strategy and investor return frameworks, • Translate complex financial analysis into clear, structured narratives suitable for board-level and investor consumption, • Partner with the Senior Director, FP&A and functional finance leads to integrate business unit intelligence into strategic financial models, • Collaborate with GTM, Product, and Operations leadership on investment prioritization, resource allocation, and performance management frameworks, • Support M&A diligence or integration activities as needed, including financial due diligence, synergy modeling, and integration cost analysis, • Manage and develop the Lead Financial Analyst, providing day-to-day direction, coaching, and quality oversight on analytical work product, • Establish strong analytical standards and modeling hygiene within the strategic finance functionWhat you will bring, • Bachelors Degree in Finance preferred OR equivalent proven work experience, • 6+ years of progressive finance experience, including FP&A and/or investment banking, corporate development, or private equity, • 2+ years of experience in a leadership role, • Demonstrated ability to build sophisticated, data driven financial models, • Experience developing board-level or investor-facing financial presentations, including narrative construction and executive communication, • Strong command of SaaS financial metrics and business model mechanics: ARR, NRR, CAC/LTV, Rule of 40, unit economics, • Exceptional financial storytelling skills — the ability to move fluidly between the model and the narrative, connecting numbers to business strategy, • Proven ability to manage competing priorities and deliver high-quality work product in a fast-paced environment, • High degree of independent judgment; comfortable challenging assumptions and presenting findings to senior leadership, • Strong organizational skills and ability to manage multiple projects simultaneously, • Excellent communication skills, both written and oral, • Exceptional financial acumen combined with strong analytical skills, • Financial acumen combined with strong analytical skillsWhy Emburse? Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down. • A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize their finance operations.• A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real- world challenges.• A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that supports your success.• A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making for businesses everywhere. Shape your future & find what’s next at Emburse. Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionHeadquartered in Denver, Colorado, Healthpeak (NYSE: DOC) is a nation-wide, fully integrated Real Estate Investment Trust (REIT), and a proud S&P 500 company. Together we build, own and operate world-class facilities for healthcare Discovery and Outpatient Care ("DOC"). Our impressive portfolio of over 50,000,000sf of Medical Outpatient buildings, Lab and Life Science facilities, and Senior Assisted Living centers fuel innovation in patient care and research - accelerating scientific discovery, enhancing healthcare delivery, fostering healthier populations, and driving shareholder value. POSITION RESPONSIBILITIES The Senior Housing Analyst will have the opportunity to learn skills and assist in improving performance, evaluating capital decisions, and address asset management issues that arise in Healthpeak’s senior housing and CCRC portfolios. The primary functions of this position are to perform analyses in support of property and portfolio operating performance, capital investment decision making, and to prepare ad hoc analyses on behalf of the Asset Management team. Principal responsibilities include, but are not limited to: • Reporting and financial analyses of operating trends and capital deployment for portfolios and assets, • Develop understanding of a portfolio capital structure, business plans and key risks to performance through discussions with operating partners and asset visits, • Organize asset action plans and coordinate with partners to follow up and execute, • Audit and summarize operator capital funding request including aggregating supporting invoices, liens, and proof of payment, • Assist in evaluating unique asset management issues including gathering operating and financial considerations through independent research and direct contact with external parties and internal functional teams., • Build working relationships with Healthpeak internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external Healthpeak partners and managers., • Ad hoc investment analysis including materials to be presented to senior management for consideration, • Accompany site visits to assist with asset and market-level due diligence, • Report on and track compliance with key provisions within lease, JV and management agreements POSITION REQUIREMENTS • Bachelor’s degree from an accredited college or university, • Preferred majors include Finance, Accounting, Information Science, Economics or Real Estate or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience, • Experience in real estate investments, asset management, financial or operational analysis in the Healthcare/Senior Living industry, or a background in investment banking management consulting or real estate transactional law, • Ability to travel (less than 15% of the time), • Solid understanding of key accounting and corporate finance principles, • Financial modeling experience required, • MBA or CFA is a plus, • Strong ability to manage and motivate team members and assess performance, • Ability to work in a fast-paced, dynamic work environment, and coordinate with multiple departments while fostering a collaborative approach and forward-thinking, positive attitude, • Self-motivated and driven with ability to work effectively in a collegial, fast moving and demanding environment, • Effective communication and presentation skills, • Expert working knowledge of Microsoft Excel, PowerPoint, and Word Powered by JazzHR T1c2iInqHr

Job Description Company Overview: Hillwood Investment Properties is a leader in acquiring and developing high-quality industrial properties with 309.5 M SF across the U.S., Canada, the United Kingdom, and Europe. Hillwood pursues well-located, functional land in the path of progress and has one of the largest land banks with a capacity of over 133 M SF for future development. Hillwood collaboratively builds successful partnerships with public and private landowners, as well as other developers, to execute and invest in a broad spectrum of industrial projects. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets’ logistics, distribution, and manufacturing demands. For more information on Hillwood’s latest industrial availabilities across the U.S., U.K., and E.U., visit Hillwood.com. Position Summary: Hillwood Investment Properties (HIP) is seeking a Senior FP&A Analyst to join its growing Operations and Finance team in Dallas, Texas. Reporting to the Vice President of Operations and partnering closely with the FP&A Director, this role supports financial planning, forecasting, incentive compensation analysis, and performance reporting across HIP’s real estate investment platform. The Senior FP&A Analyst will help evaluate project and portfolio performance, support annual budgeting and cash planning, develop financial models and analyses, and prepare insights that inform capital allocation, operating decisions, and senior leadership reporting. A key component of the role includes supporting incentive compensation planning and analysis, helping align business performance, investment results, and compensation outcomes across the platform. Building on a foundation of established tools, metrics, and systems, the Senior FP&A Analyst will collaborate cross-functionally with Accounting, Capital Markets, Regional Teams, Human Resources, Legal, and Acquisitions & Dispositions to enhance reporting, support strategic initiatives, and improve financial and operational decision-making. Primary Responsibilities: Financial Planning, Reporting & Analysis • Analyze project and portfolio performance, including budget-to-actual results, cash flow trends, key variances, and return drivers., • Develop and maintain financial models and scenario analyses to support strategic initiatives, operational planning, and investment evaluations., • Support corporate and investment-level cash flow forecasting and capital planning, helping anticipate funding needs, evaluate liquidity, and inform capital allocation priorities., • Coordinate and support the annual budgeting and periodic reforecasting processes including consolidating inputs, validating assumptions, and preparing leadership materials., • Prepare executive-level financial reporting packages, dashboards, and variance analyses that highlight key trends, risks, opportunities, and performance drivers across the portfolio. Incentive Compensation & Planning • Own and support key components of HIP’s incentive compensation programs, including STIP, LTIP, and related plans, with responsibility for accurate data, models, calculations, and reporting., • Build a deep understanding of HIP’s business model, project economics, and performance drivers to support incentive compensation analysis tied to company and investment performance., • Partner with Human Resources and business leaders to analyze market compensation data, evaluate internal compensation trends, and support recommendations for existing associates, new hires, and evolving roles., • Prepare and present compensation-related analysis, findings, and recommendations to senior leadership to support decision-making around role creation, projected compensation, and incentive plan administration., • Support special projects and related investment-aligned programs, including the Associate Investment Opportunity Plans, providing exposure to deal-level economics, associate investment participation, and cross-functional leadership discussions. Required Skills & Abilities: • Strong financial modeling, analytical, and problem-solving skills., • Ability to synthesize financial data into clear, actionable insights for senior leadership., • High attention to detail and strong ownership of deliverables, deadlines, and accuracy., • Effective cross-functional communicator who can partner with Finance, Operations, Accounting, Capital Markets, HR, and Regional Teams., • Strong Excel skills; experience with reporting, visualization, or planning tools preferred., • Ability to manage competing priorities in a fast-paced, deadline-driven environment. Education & Experience: • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Real Estate, or related field required., • MBA, MSF, or advanced degree beneficial., • 3–5 years of experience in FP&A, real estate finance, investment analysis, corporate finance, or related analytical finance role., • Proven experience supporting business leaders and influencing decision-making through data and analysis., • Strong working knowledge of financial reporting systems and related technology systems., • Experience with reporting, analytics, and data visualization tools (e.g., Power BI, Tableau, QuickBase, OneStream) beneficial., • Real estate investment, development, asset management, REIT, or private equity real estate experience strongly preferred. Benefits Highlights: • Medical Insurance, • Dental Insurance, • Vision Insurance, • Flexible Spending Accounts (FSA), • Health Savings Accounts (HSA), • Vacation time, • Sick time, • Holidays, • Paid family caregiver leave, • Mental health and wellness resources, • Life Insurance, • Disability Insurance, • 401(k) with company match, • Tuition assistance, • Additional programs to support Associates and their families EEO Statement: Hillwood is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law. #HIP

Job DescriptionDescription: At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Digital Platform Engineer. This position is under consideration to work fully remote. Description: The Digital Platform Manager is responsible for executing on the strategic direction, administration, support, and enhancements of the bank's digital banking platforms, including online banking, mobile banking, payments, treasury management, and associated customer-facing technologies. The Digital Platform Manager will manage and provide direction for the digital banking analyst and support team members who are responsible for the ongoing administration and support of the applications, as well as understanding how the platform integrates with other applicable systems and processes. Works closely with business leaders, technology teams, risk partners, and third-party vendors to deliver secure, compliant, and customer-centric digital banking experiences. Responsibilities: • Own and manage the digital banking platform roadmap with input from strategic business partners and stakeholders., • Serves as technical owner for online and mobile banking solutions., • Prioritize and manage enhancement requests., • Lead vendor relationships and contract performance reviews., • Coordinate platform upgrades, testing, and releases., • Partner with Information Security and Compliance on risk management activities., • Develop business cases and ROI analyses for digital initiatives., • Support Treasury Management and Retail Banking digital strategies., • Report on KPIs and digital performance metrics to leadership., • Ensure platform availability, reliability, and service quality., • Manage the entire product lifecycle, from strategic planning to tactical activities., • Lead and manage employees within the Digital Platform Team ensuring timely resolution of incidents and service requests, as well as execution of new initiatives and enhancements., • Drive continuous improvement and digital transformation initiatives., • Reports to the Enterprise Application Delivery Director within the Information Technology team supporting business and customer-facing applications., • Responsible for supporting IT Response, Business Continuity, and Disaster Recovery processes as they pertain to the continuity of operations within IT Services Division, or to support continuity of operations for the enterprise when IT Services are essential to support restoration or recovery activities., • Responsible for developing and maintaining systems and applications in alignment with SBNA security controls and standards related to protecting sensitive data for compliance with Gramm Leach Bliley Act (GLBA), • Responsible for adhering to Software Development Lifecycle policies, standards, and processes., • Responsible for ensuring all new assets owned by the employee are identified in the CMDB with complete configuration item data. Assets owned must be maintained to adhere with all Asset Management Policy, Standards, Processes and work instructions., • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Education / Experience Preferred: • Bachelor’s Degree or equivalent and 3-5 years of previous banking experience; or an equivalent combination of training and experience., • 3-5 years of experience with Digital Banking products, Treasury Management, and Product Management, especially in the commercial banking industry., • Experience in managing and leading support teams., • Extensive knowledge of payment solutions, CTP or AAP certifications is a plus, • Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job DescriptionFinancial Analyst – Finance Leadership Track Our client, a rapidly growing infrastructure services company, is seeking a high-performing Financial Analyst to serve as a key partner between Finance and Operations. The individual will work directly with the CFO, senior leadership, and operational leaders to improve business performance and support strategic growth initiatives. The position is intentionally structured as a finance leadership pipeline role, with the opportunity to progress into a senior finance position in the future. Key Responsibilities • Analyze job profitability, cost structures, labor productivity, and operational performance, • Partner with regional and operational leaders to identify opportunities to improve margins and EBITDA, • Evaluate project bids, pricing assumptions, cost components, and estimated-versus-actual performance, • Analyze equipment utilization and ROI, including purchase, lease, rental, deployment, and replacement decisions, • Build financial models for growth initiatives, new service offerings, capital allocation, and strategic planning, • Support acquisition analysis, due diligence, and integration tracking, • Prepare recurring and ad hoc reporting for senior leadership, translating complex data into actionable insights, • Support budgeting, rolling forecasts, breakeven modeling, and variance analysis, • Partner with Accounting to strengthen financial controls, audit readiness, and reporting discipline Qualifications • Bachelor’s degree in Accounting, Finance, or a related field, • CPA or MBA preferred, • Approximately 3–6+ years of experience in public accounting, transaction advisory, corporate finance, or a related industry role, • Strong financial modeling and analytical capabilities, • Ability to work cross-functionally and effectively challenge and support operational leaders, • Experience in construction, telecom, utilities, infrastructure, or another project-based environment is a plus Opportunity Highlights • Direct exposure to the CFO and senior leadership team, • Meaningful influence over operational and financial decisions, • Defined path into senior finance leadership, • Exposure to M&A, strategic planning, and executive-level reporting, • Long-term incentive opportunity with a five-to-seven-year vesting structure, • Opportunity to join a high-growth, acquisition-focused organization during a significant stage of expansion #IND #ZR Company Description Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals. Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Job DescriptionDescription: COMPANY Dallas-based, privately held commercial real estate development and investment management company with exceptional performance specializing in value-add and opportunistic real estate investments. With an entrepreneurial spirit and proven 40-year track record across several market cycles they have steadily built up a portfolio of 13 million square feet of industrial and office properties and 3,000 multifamily units located nationally. OPPORTUNITY The Senior Analyst – Commercial Asset Management will be based in our Dallas, TX, office. The Sr Analyst will work closely with and provide support to the Commercial Asset Management Team, including cash flow analysis (sensitivity analysis, updating quarterly cash flow models/Argus runs, etc.). Commercial Asset Management is essentially responsible for creating value, maximizing operations, overall financial performance and returns at both the individual asset level and the portfolio level over the investment lifecycle. The Analyst is consistently involved and participating in key aspects of the strategy and performance of all assets including business plan strategy development, leasing/marketing, operational strategy, capital project management and dispositions. RESPONSIBILITIES • The activities listed here are not all-inclusive; rather, they indicate the types of activities normally performed by this position. The successful candidate will be able to demonstrate core competencies in the following areas:, • Establish, maintain and expand relationships with existing and prospective tenants., • Analyze financial terms of lease proposals, using effective lease/rent calculations and net present value for leases. Determine if potential leases are consistent with current market conditions and perform economic analysis of all potential lease transactions to verify consistency with budget and/or proforma., • Assist Commercial Asset Management in managing third-party brokers, approve marketing plans, analyze RFPs, negotiate lease terms and make appropriate recommendations to senior management., • Assist Commercial Asset Management in developing strategic business plans for each asset, which will govern its daily operations and ultimate positioning in the marketplace., • Assist Commercial Asset Management to identify, develop and implement value added strategies with respect to existing assets as well as potential acquisitions. Strategies may include, but are not limited to, renovations relating to repositioning and lease up., • Assist Commercial Asset Management to develop, draft and present material recommendations regarding the property’s operations, capital plan or investment strategy., • Assist Commercial Asset Management to prepare and present annual portfolio review materials in both written and verbal formats., • Supervise the completion of asset valuations (hold/sell analyses and annual and quarterly valuations) in an efficient and timely manner and make recommendations to senior management., • Assist in the development of annual operating budgets and evaluate ongoing operating performance relative to the business plan. Work with property management to identify potential synergies among properties, highlight opportunities for improved performance and implement required corrective actions to maximize asset value., • Conduct in-depth market research in order to fully understand the position of each asset in its respective market from a leasing and investment perspective and all underlying factors which may influence it. Update demographic and market information for each asset for strategic planning and reporting purposes., • Participate in the acquisition/due diligence process, including the selection of appropriate property managers and leasing agents, initial capital and operating budgets as well as review and approve acquisition underwriting assumptions., • Assist Commercial Asset Management in the reporting process (business plans and monthly and quarterly reports) in an efficient and timely manner., • Liaise with property managers, contractors, brokers, attorneys, etc. to effectively manage the portfolio., • Collaborate with Commercial Asset Management to accurately evaluate assets., • Other duties may be assigned.Requirements: REQUIREMENTS/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. • Bachelor Degree in Business Administration, Accounting, Finance, Engineering, Architecture, Planning or related field, • Related commercial real estate experience specifically with leasing or asset management. Analytical and transaction experience in multiple product types preferred, with an emphasis specifically on industrial and office properties., • Proficiency in Word, Excel and Argus; experience with Yardi a plus., • Detailed property-level financial statement analysis, lease management, pro-forma analysis and rent-setting evaluation., • Ability to comprehend, analyze, and interpret various types of industry-standard documents such as RFP’s, lease agreements, amendments, SNDAs, financial proformas, and others., • Must be able to work in fast paced environment with ability to effectively and efficiently manage multiple projects. Ability to prioritize, organize, time manage, balance competing deadlines, and be a self-starter that is eager to learn., • Team-player with strong interpersonal skills; can build effective relationships across departments and outside of the organization., • Exceptional written and verbal communication skills, including ability to articulate recommendations in concise and timely manner. COMPANY INCENTIVES & PERKS • Health, Vision, Dental & Life Benefits, • 20 PTO days annually plus 10 company paid holidays, • EPU Program: piece of the pie profit share, • E-Shares: Employee offered direct investment opportunities, • 401k benefits, • Casual dress code in a collaborative team environment, • Robust company holidays events calendar, employee appreciation events and more!

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, London and Dallas. Overview As Senior Analyst, FP&A at Bellwether, this role will support the portfolio management team of a large commercial real estate platform. This role serves as the critical link between asset-level analytics and fund level performance, owning the models and analysis that inform how capital is deployed, held, and returned. It offers broad exposure across the real estate team, direct engagement with senior management, and a meaningful hand in the decisions that drive fund returns.Key Responsibilities • Forecast fund-level performance and analyze the economics of a large commercial real estate platform, translating asset-level activity into fund-level outcomes, • Own, maintain, and enhance fund models; including updating projected and realized returns and tracking liquidity, distributions, capital calls, fees, and promote, • Drive critical aspects of each fund's portfolio strategy, including hold-period optimization and exit planning and timing, • Synthesize data into clear, concise observations and trends for senior management, highlighting key business drivers and actionable recommendations • Partner with the Acquisitions team to deliver pro forma KPIs and return metrics on prospective investments ahead of Investment Committee review, • Support marketing, fundraising, and investor relations efforts with timely analysis on fund performance, forecasted results, distribution timing, and related data points • Lead the design and build-out of automated dashboards and reporting to serve the analytical needs of stakeholders across the platform, • Perform ad-hoc analysis for the portfolio management team as needs ariseProfessional Experience, • A minimum of 2 years’ experience, preferably in commercial real estate or investment industries Senior Analyst, FP&A, • Advanced financial modeling and analytical skills, with fluency in cash-flow and return modeling and fund-level waterfalls; preferred experience with promote/carried interest structures, • Advanced Excel skills, including complex formula-driven models, sensitivity analysis, and model auditing Education/Certification, • Bachelor’s degree required, in Finance or Accounting preferred Essential Skills & Competencies Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Moderate financial modeling and analytical skills using Excel. Ability to update or modify fund models, with moderate guidance. Basic understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Effective at preparing and presenting information., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect. Travel Requirements, • Travel is not anticipated but may be needed from time to time. Position Details, • Classification: Exempt Position, • Status: Regular, Full-Time, • Reports To: Vice President, FPA, • Direct Reports: No Physical & Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required. The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic)., • Indoor business office environment with windows; light foot traffic within work areas. The work environmental characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement, • Engaging team events & holiday partiesIntent of Position DescriptionThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. Equal Opportunity EmployerBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses – specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: • Develop meaningful relationships with internal and external clients – including Division leadership, Community Association Managers and Association Board of Directors, as needed, • Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed, • Understand the unique history and needs of each community as they factor heavily into each reserve study, • Research historical data regarding previous capital expenses and current deficiencies, • Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections, • Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition, • Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets, • Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.), • Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors, • Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season, • Participate in educating management teams to raise understanding of core Reserve Study concepts, • Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes, • Serve as a resource for the Community Association Management team, as well as other internal partners, • Provide direct training and support to Association Boards of Directors and management teams, • Other duties and special projects as assigned QUALIFICATIONS: • Bachelor’s degree preferred, • Two (2) year minimum experience in reserve studies preferred, • Ability to be intuitive regarding the financial needs of HOAs, • Strong foundation in accounting and related analysis, project management, and sales, • Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors, • Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus, • Proficiency/comfortability in learning other software applications, • Conflict resolution skills, • Ability to meet deadlines and address time-sensitive issues, • Superior multi-tasking skills, • Excellent written and verbal communication, • Ability to provide high-level customer service with astute attention to detail and organization, • Must be a team player, • Ability to manage workflow amid shifting priorities, • Willing to learn Company process and procedures, and learn/use enterprise software systems, • Adaptable and dependable with a solid attendance record, • Professional and respectful demeanor with all internal and external customers at all times, • Strong analytical, organizational, and problem-solving skills, • Work independently, with little direction, and as part of a team, • Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: • Must have and maintain a valid driver’s license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: • Use standard office equipment, including: computer, phone, copier/scanner, etc., • Be stationary for periods of time, • Relocate up to (25) pounds, • Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: • None SCHEDULE & TRAVEL: • Monday-Friday from approx. 8:00 am-5:00 pm, • This position may require occasional long hours, including overnight travel to meet business needs, • This position may require travel by motor vehicle or flight to meet position needs, • This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.

CFO Richardson, TX (Hybrid - Reports to the CEO - Member of the Executive Team) Full Time Matilda Cloud is at the forefront of AI-driven cloud management. Our platform helps enterprises assess, migrate, modernize, and optimize the full cloud lifecycle — and we are growing fast in a market that is moving quickly in our direction. The next phase of our growth depends on a finance function that is sophisticated, fast, and built for scale. We are hiring a Chief Financial Officer to build it. This is a build-the-function role at a company where finance is treated as a strategic lever, not a cost center. You will report to the CEO, be a member of the executive team, and have direct visibility with the Board. You will build the systems and the team. You will design how we forecast, close, and report. You will be the financial voice in every strategic conversation — pricing, packaging, partnerships, M&A, fundraising — and you will help us make the bets that determine how big this company becomes. • FP&A and Business Insight, • Build a comprehensive FP&A capability — budgeting, forecasting, scenario modeling, and the operating cadence that keeps the company aligned to its plan., • Own the SaaS metric stack — ARR, NRR, GRR, CAC, payback period, magic number, cohort retention, gross margin by product — and use it to drive real business decisions, not just monthly reporting., • Build unit economics and segmentation analysis that tell us where to invest and where to pull back., • Partner with sales, marketing, product, and engineering leaders to translate financial insight into action., • Accounting, Controls, and Compliance, • Build robust accounting operations — close calendar, controls, audit readiness, revenue recognition (ASC 606), and a clean foundation for future audit and compliance milestones., • Manage the order-to-cash process end-to-end — billing, collections, cash application, and accurate cash forecasting., • Establish financial reporting frameworks for internal stakeholders, the Board, investors, and external audit., • Treasury, Cash, and Capital, • Own cash management, forecasting, and runway planning with the precision a growth-stage company demands., • Support fundraising — investor materials, due diligence, financial diligence rooms, and term-sheet analysis., • Manage banking relationships and credit facilities as we scale., • Financial Systems and AI-Augmented Finance, • Design and implement the financial technology stack — ERP, FP&A platform, billing, expense, equity, and the integrations that tie them together., • Build an AI-native finance function from day one — using AI for close acceleration, anomaly detection, forecast variance analysis, vendor spend analysis, and operational reporting., • Set clear policies on where AI is sanctioned in the finance workflow, where it requires human review, and how outputs are validated., • Stay close to the frontier — track how AI is reshaping finance and bring the best ideas into Matilda Cloud., • Strategic Partnership and Executive Influence, • Be the financial co-pilot to the CEO — bringing rigor and judgment to every strategic decision., • Lead financial analysis for pricing and packaging, partnership economics, M&A evaluation, and major investment decisions., • Present to the Board with clarity and confidence., • Translate financial reality into business recommendations — and translate business strategy back into financial models that hold up., • Team, Culture, and Diversity, • Build and lead a high-performing finance and accounting team as the organization grows., • Develop the career frameworks, hiring rubrics, and team norms that make this a function people want to join and stay in., • Hire and grow a team that reflects the diversity of thought, background, and experience our company values., • Model the Matilda Cloud culture — curiosity, ownership, kindness, and excellence., • Energized by hard, ambiguous, important problems — and visibly excited by the opportunity at Matilda Cloud., • A creative builder — you see opportunities to design better systems, smarter processes, and stronger teams., • Comfortable toggling between strategic and operational finance — same week, sometimes same day., • Customer-obsessed about your internal customers — sales, product, engineering, the CEO, the Board., • A growth-mindset leader who treats every quarter as a chance to push the company toward its maximum potential., • A clear, compelling communicator — able to brief a Board, explain a model, and coach a junior analyst in the same day., • Honest, humble, and high-agency — you take ownership, tell the truth, and do not wait to be asked. Required • Experience building or significantly maturing a finance function at a B2B SaaS or enterprise software company., • Strong foundation in both accounting and FP&A — you can toggle between strategic and operational finance., • Track record of building and leading high-performing finance teams., • Expertise implementing and operating financial systems and technology that scale — ERP, FP&A platform, billing, equity., • Deep SaaS metrics fluency — ARR, NRR, GRR, CAC, payback, cohort retention, unit economics., • Strategic mindset with the ability to translate financial insights into business recommendations leadership can act on., • Excellent communication skills — effective with technical and non-technical stakeholders, including the Board., • Self-starter with entrepreneurial spirit and comfort with ambiguity. Preferred • CPA or MBA., • Experience supporting a growth equity-backed company, fundraising round, or M&A transaction., • Hands-on experience in the tech world — especially B2B SaaS and hyperscaler platform environments., • Familiarity with AI-augmented finance tools and a point of view on where they belong in a modern finance stack., • Experience preparing a company for audit or the controls maturity needed for later-stage milestones. Finance is a strategic lever at Matilda Cloud — not a back office. You will report to the CEO, sit on the executive team, and play a central role in shaping how big this company becomes. You will build the function on your terms, hire the team you want, and shape the financial operating model that takes us through the next several years. Competitive base salary, performance bonus, and meaningful equity in a high-growth company. Hybrid work from our Richardson, TX office. Comprehensive health, dental, vision, 401(k) match, and PTO. Matilda Cloud is an equal opportunity employer. We celebrate diversity, we welcome people from every background and lived experience, and we are committed to building an inclusive environment where every employee can do the best work of their career. #J-18808-Ljbffr

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. The Chief Risk Officer (CRO) is the enterprise-wide executive responsible for leading National Life Group's risk management strategy, governance framework, and independent risk oversight. Reporting to the Chief Operating Officer, this role establishes the company's risk appetite, ensures effective enterprise risk management practices, and serves as the primary risk advisor to executive leadership and the Board of Directors. The CRO partners across the enterprise to integrate risk-informed decision making into strategic planning, capital management, product development, investments, operations, and corporate initiatives. The role provides leadership for the enterprise risk organization, promotes a strong culture of governance and accountability, and ensures the organization effectively anticipates and responds to emerging risks. This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. • Own the company’s risk appetite and limit structure — setting, continuously refining, and holding accountability for its alignment with strategic objectives and the evolving regulatory and business environment., • Own and oversee the delivery of National Life Group’s annual Own Risk and Solvency Assessment (ORSA), including executive sign-off., • Serve as the accountable risk advisor to the COO, CEO, Executive Leadership Team, and the Board on the actions and strategies required to manage the company’s material risk exposures., • Monitor and evaluate key risk indicators, industry trends, emerging risks, and regulatory and accounting developments; direct timely, strategic responses., • Act as the company’s accountable risk officer in communications with rating agencies and regulators on risk and solvency topics., • Provide objective, independent perspective on the effectiveness of governance, risk management, and internal control processes across the enterprise., • Partner closely with Internal Audit, Compliance, Legal, and Security to align risk oversight, avoid duplication, and ensure timely remediation of control deficiencies., • Evaluate risks and controls in the development and expansion of key business functions, offering proactive advice and mitigation strategies., • Support investigations of alleged fraud or misconduct as appropriate, coordinating with Legal, HR, Compliance, and Internal Audit., • Champion a strong culture of ethics, transparency, and accountability across the risk function and the broader organization., • Chair the enterprise risk committee and provide executive leadership across the Investment Risk, Product Risk, Operational Risk, and Model Governance Committees., • Serve as the primary risk voice to the Executive Leadership Team and the Board, owning the reporting on the company’s risk profile, emerging risks, control matters, and solvency., • Communicate significant risk exposures in a clear, business-focused manner — translating technical and actuarial concepts for executive and Board-level audiences — to enable informed governance decisions., • Provide risk and broader business perspective into strategic decisions such as target setting, product-mix strategy, new ventures, divestitures, acquisitions, joint ventures, and reinsurance proposals., • Serve as an executive-level advisor on strategic initiatives, major transactions, process redesigns, and significant system implementations., • Partner regularly with the Capital Development team on new transactions., • Work effectively and influence across organizational boundaries by building strong relationships with leaders in the business and functional units., • Support and strengthen modeling capabilities, including model risk management, model validation, and model governance., • Advance the development and use of analytics throughout the organization; partner closely with the Head of IT to source, organize, and communicate actionable analytics to business stakeholders., • Champion the responsible use of data analytics, AI, and continuous-monitoring tools to enhance the efficiency, insight, and forward-looking capability of the risk function., • Own the structure, capability, and performance of the enterprise risk organization; recruit, develop, and retain the highest-quality risk talent and promote external involvement in industry and professional organizations., • Build, lead, and retain a high-performing, diverse team with the skills, certifications, and mindset required for a future-ready risk function., • Oversee leadership development, succession planning, and competency assessments to ensure a sustainable talent pipeline., • Recognize and reward high performance, innovation, and collaborative behavior aligned with enterprise values., • All other duties as assigned., • Bachelor’s degree in a relevant field (e.g., actuarial science, finance, economics, accounting, or business)., • A minimum of 15 years of progressively responsible leadership experience in financial services — life insurance and annuity strongly preferred — including prior experience as a Chief Risk Officer or in a top-tier senior risk-executive role., • Direct experience interacting with, and reporting to, a Board of Directors and its committees (including a Risk and/or Audit Committee)., • Strong, demonstrated leadership and change-management ability, with a proven track record of developing talent and leading and influencing across a diverse organization., • Strong technical risk foundation, together with a deep understanding of enterprise risk management and internal‑control concepts and techniques., • Excellent financial knowledge and a deep understanding of the economic, actuarial, and accounting aspects of insurance and annuity products., • Strong analytical, independent, and critical‑thinking and problem‑solving skills; able to assess financial, operational, and qualitative information and make insightful recommendations that impact business outcomes., • Outstanding written and verbal communication skills, including the ability to explain complex technical and actuarial concepts to actuarial and non‑actuarial executive audiences., • Up-to-date knowledge of regulatory and accounting developments affecting the insurance business, particularly as they relate to risk and finance, and a sophisticated perspective on the demands of a diversified financial services organization and the competition for capital and liquidity., • This position currently offers an onsite hybrid schedule, with the expectation of four days per week in the office during onsite core days (currently Monday, Tuesday, Wednesday, and Thursday). Schedule type and core days are subject to change with advance notification and manager discretion., • Master’s degree in a relevant field., • Strong preference for risk-related credentials such as Fellow of the Society of Actuaries (FSA), Chartered Enterprise Risk Analyst (CERA), or Financial Risk Manager (FRM). Governance and assurance credentials — such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) are a plus., • Familiarity with GRC (governance, risk, and compliance) tooling and with model risk management frameworks., • A strong financial sense together with the ability to put operational plans into place and execute with a focus on results. At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship‑driven business where our people are our greatest strength. • Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work., • Stay curious and open to new AI‑enabled ways of working., • Exercise sound judgment by reviewing and validating AI‑generated content., • Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles., • Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property., • Identify practical opportunities to apply AI to improve workflows, productivity, analysis, and business outcomes., • Create effective prompts, workflows, controls, and human‑in‑the‑loop (HITL) review processes that support responsible AI use., • Critically evaluate AI‑generated outputs for accuracy, quality, bias, fairness, confidentiality, compliance, security, and business relevance., • Partner appropriately with Legal, Compliance, Risk, Security, Data/Technology, and business stakeholders to move AI ideas from experimentation to responsible adoption., • Help model responsible, human‑centered AI adoption across the organization., • Establishes Strategic Direction – Shapes a compelling strategy through planning and alignment to set the organization apart from competitors; Ability to anticipate various outcomes and plans ahead; Has broad knowledge and perspective., • Decision Making and Judgement – Makes informed decisions regarding business direction that considers facts, constraints, and risks., • Drives Execution – Establishes accountability for hitting business targets; Tracks progress on key metrics; Balances long‑term strategic objectives with short‑term tactical goals., • Demonstrates Emotional Intelligence – Exhibits the ability to recognize, understand, and manage emotions and how emotions can influence others; Uses a combination of feedback and reflection to gain productive insight into personal strengths and opportunities., • Exhibits Critical and Creative Thinking – Engaging thinking skills that focus on logic and reasoning to make decisions (critical) and innovative solutions to solve problems (creative)., • Leads Organizational Change – Develops strategic goals and allocates resources to align with large‑scale organizational shifts., • Organizational Awareness – Uses knowledge of the organizational culture to solve problems and accomplish goals., • Drives Vision and Purpose – Paints a compelling picture of the vision and strategy that motivates others to action., • Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life! The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job‑related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at‑will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. $300,000 - $440,000 USD National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604 #J-18808-Ljbffr

Water Utility Financial Analyst/Consultant NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals. Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do. At NewGen, our employees are our greatest asset, and every team member—at every level—has a voice. The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We’re looking for SOLVERS—people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you’ll work directly with industry experts to build your skills while supporting water utility clients across the country. Key Roles • Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators, • Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models, • Create understandable data visualizations using charts and user-friendly dashboards, • Clearly communicate results to clients in written reports and PowerPoint presentations, • Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making, • Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications • Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field, • 1 to 3 years of experience in a finance- or data-related role, • Strong working knowledge of Microsoft Excel, • Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.), • Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications • Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI, • Experience in the utilities industry, • Knowledge of programming languages for data analysis, such as Python, R, or SQL Qualities At NewGen, we’re looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is: • Structured — organized, methodical, and grounded in sound reasoning, • Ownership-driven — takes initiative and accountability for outcomes, • Logical — approaches problems with clear, evidence-based thinking, • Versatile — adapts quickly to changing needs, roles, and client priorities, • Elevating — lifts others through collaboration and positive influence, • Resourceful — finds creative, effective solutions even with limited information Additional qualities include: • Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!), • Exceptional attention to detail, • Excellent written and verbal communication skills, • Highly organized, with the ability to self-manage multiple priorities and deadlines, • Ability to transform, combine, analyze, and summarize large (and often messy) data sets What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. • Base compensation of $68,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities., • Annual bonuses of 8%, contingent on personal and company performance, • 401K plan with matching contributions, • Medical and dental insurance, • Paid vacations and holidays, • Paid maternity and paternity leave, • Meaningful opportunity for career progression within the organization, • Flexible work schedules (while being mindful of client deadlines), • Ongoing training, • Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days per week. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

We are looking for a Financial Services Analyst to support financial operations, reporting, and analytical activities within a Technology Financial Portfolio Management organization. This role will work closely with finance and business stakeholders to maintain accurate financial data, support forecasting and budgeting, analyze financial performance, and provide reporting and insights. The ideal candidate will have a strong background in financial analysis, accounting, budgeting, forecasting, and Excel, along with the ability to work with large data sets and communicate financial information clearly. Key Responsibilities • Execute assigned financial services and financial operations processes., • Gather, validate, analyze, and maintain financial and operational data., • Prepare monthly accruals, reconciliations, forecasts, reports, and financial analyses., • Support annual budgeting, monthly forecasting, and five-year financial planning., • Assist with demand planning and resource planning financial analysis., • Support CapEx, OpEx, CWIP tracking, capitalization, and asset retirement activities., • Maintain accurate financial records and documentation for audits and SOX controls., • Review and resolve financial issues by working with internal stakeholders., • Develop insights and recommendations from financial and operational data., • Support invoice processing and payment tracking., • Prepare variance analyses, dashboards, and financial reporting., • Provide ad hoc financial analysis and reporting support as needed. Qualifications • 2+ years of experience in accounting, financial analysis, financial operations, budgeting, reporting, or a related discipline., • Experience working with large data sets and performing quantitative analysis., • Strong proficiency with Microsoft Excel and financial reporting tools., • Experience with financial planning, budgeting, forecasting, and variance analysis., • Understanding of accounting principles, capitalization, depreciation, and asset management., • Strong analytical and problem-solving skills., • Excellent communication and stakeholder management skills., • Ability to translate financial and operational data into meaningful business insights. Preferred Experience • Experience supporting Technology or IT financial portfolios., • CapEx / OpEx financial management., • CWIP tracking and capitalization., • Asset accounting and asset management., • Financial reporting, portfolio management, or financial management systems., • Experience supporting audits and SOX controls.

FP&A Analyst | Commercial Real Estate Dallas, TX | $75K–$85K Base + 10% Bonus | Full-Time Build Your Career in Real Estate Finance We’re looking for a sharp, analytical FP&A Analyst to join our Dallas team and play a key role in financial planning, forecasting, reporting, and valuation across a commercial real estate portfolio. This is more than a reporting role. You’ll work directly with Asset Management, Investments, Development, Leasing, and Property Management, gaining broad exposure to how real estate decisions translate into financial performance and investor returns. If you’re someone who loves Excel, financial modeling, solving problems, and turning data into actionable insights, this is an opportunity to make an impact and accelerate your career. What You’ll Own • Financial Analysis: Analyze revenue, expenses, sales, KPIs, and budget-to-actual performance., • FP&A: Build and maintain financial models, annual budgets, and periodic forecasts., • Reporting: Prepare monthly reporting packages and financial analysis for management, owners, capital partners, and investors., • Real Estate Analytics: Evaluate leasing activity, developments, expansions, and other initiatives and their impact on asset value and investor returns., • Valuation: Support quarterly property valuation activities., • Business Partnership: Work cross-functionally with Leasing, Asset Management, Investments, Development, Marketing, and Property Management., • Ad Hoc Analysis: Jump into high-priority projects and deliver insights when the business needs them. What You Bring • Bachelor’s degree in Finance, Accounting, Business, Economics, Real Estate, or related field., • 2–5 years of relevant experience, ideally in commercial real estate., • Strong Excel and financial modeling skills., • Excellent analytical, organizational, and problem-solving abilities., • Strong written and verbal communication skills., • Ability to manage multiple priorities and meet deadlines., • A proactive, “figure it out” mindset with a high level of ownership., • Comfort working across teams and communicating with stakeholders at all levels., • Experience with Yardi Voyager preferred; Yardi Elevate ABF is a plus., • ARGUS and commercial real estate experience strongly preferred. Why This Role? Broad exposure. Real responsibility. Real estate experience. You’ll get a front-row seat to the financial side of a real estate business and collaborate with teams across the organization. It’s an ideal opportunity for someone who wants to move beyond spreadsheets and understand the why behind the numbers.

You will be the Financial Management Staff, serving as a staff program finance analyst responsible for leading the ATACMS program finance team and performing financial analysis to drive day-to-day tactical execution. Our team is responsible for delivering exceptional financial management and analysis to support program success. What You Will Be Doing: • Managing program business and financial performance to ensure alignment with program goals and objectives, • Leading earned value management and reporting efforts, including IPMR, IPMDAR, PCR, CFSR, and CSDR, • Developing and maintaining monthly, quarterly, and semi-annual financial forecasts of orders, sales, profit, and cash, as well as long-range planning, • Analyzing and preparing quarterly CSR positions and charts to inform program decisions, • Preparing, analyzing, and reporting/presenting program-level earned value and financial performance to F&BO and program teams, • Supporting ad-hoc financial analysis requests from internal and external customers, • Effectively communicating program performance to leadership teams, including program managers, functional leaders, and executive leadership Why Join Us: We're looking for a highly motivated and experienced Financial Management Staff who can lead the ATACMS program finance team and perform financial analysis to drive program success. As an ideal candidate, you have a strong background in financial management, earned value management, and financial planning and analysis. You're also a collaborative leader who can work effectively with cross-functional teams to drive business outcomes. If you're looking for a challenging and rewarding role that will allow you to make a meaningful impact, we encourage you to apply. We are committed to supporting your work-life balance and overall well-being, offering flexible scheduling options. Further Information About This Opportunity: This position is in Dallas. MUST BE A U.S. CITIZEN - The selected candidate must be able to obtain a secret clearance. Desired skills: • Accounting, Finance, or Business related degree, • Team player with strong communication skills and positive attitude, • Prior experience in LM Program Finance / Cost Control, • Ability to multi-task and manage challenging assignments, • Working knowledge of EFS (EAC, CSR Model, MDR), • Bachelors degree from an accredited college in a related discipline, or equivalent experience/combined education, with 10 years of professional experience; or 8 years of professional experience with a related Masters degree. Considered an emerging authority. Other Important Information: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings. Ability to work remotely: Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process. Ability to Telecommute: Part time telecommuting Shift: First Work Schedule Information: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits. Work Schedule: 4x10 hour day, 3 days off per week Security Clearance Information: This position requires a government security clearance, you must be a US Citizen for consideration. Security Clearance: Secret LMCareers Business Unit: MISSILES AND FIRE CONTROL Program: ATACMS Department: DB2PDT:Finance - Tactical Msl C/C Job Class: Finance Job Category: Experienced Professional City, State: Grand Prairie-TX City: Grand Prairie Zip: 75051 Virtual: No Relocation/Housing Stipend Available: Possible Req Type: Full-Time Direct/Indirect: Indirect At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work. With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility. If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs, and apply for roles that align with your qualifications. Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics. The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration. Pay Rate: The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $90,200 - $159,045. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. (Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of Paid Time Off (PTO) to be used for incidental absences and other reasons; receive at least 90 hours for holidays. Represented full time employees accrue 6.67 hours of Vacation per month; accrue up to 52 hours of sick leave annually; receive at least 96 hours for holidays. PTO, Vacation, sick leave, and holiday hours are prorated based on start date during the calendar year. This position is incentive plan eligible. Pay Rate: The annual base salary range for this position in most major metropolitan areas in California and New York is $103,700 - $179,860. For states not referenced above, the salary range for this position will reflect the candidate's final work location. Please note that the salary information is a general guideline only. Lockheed Martin considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. This position is incentive plan eligible.

Job Title: Customer Experience Sr Analyst Reports To: Sr. Director, Customer Care Status: Full-Time Location Address: 3400 N Central Expy, Suite 410, Richardson, TX, 75080 Work Type: Hybrid (Tues, Weds, Thurs in-office) Join the team of experts and realize your true potential! Why You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with training support and an opportunity for unlimited professional growth. Join us and become an EXPERT! Job Summary We are looking for a Customer Experience Sr. Analyst to drive efficiency and performance within our Customer Care operations. This role will focus on analyzing workforce trends, identifying process & performance gaps, optimizing revenue opportunities, and supporting process improvement initiatives. Additionally, this role will play a key part in enhancing our contact center technology, including enhanced IVR solutions, voice AI, chatbots, and automation tools to improve customer interactions and workforce efficiency. The ideal candidate will be highly analytical and detail-oriented, and should have experience in workforce optimization, reporting, forecasting, operational enhancements, project management, compiling and documenting business requirements, and testing and implementing call center technology. Key Responsibilities: Workforce Optimization & Analysis: • Govern WFM practice with outsourced call center partner, and assist with forecasting, scheduling, and real-time adjustments to ensure service level targets are met., • Monitor and analyze call volume trends, staffing efficiency, and operational performance., • Forecast impact to workforce utilization as new contract channels are implemented., • Identify and report on inefficiencies, including shrinkage, occupancy, adherence, and call handling times., • Provide insights and recommendations on staffing strategies to improve overall call center performance. Process Improvement & Performance Enhancement: • Analyze customer data to identify operational/process gaps impacting our ability to deliver optimal and positive customer experiences., • Conduct root cause analysis on operational challenges and propose data-driven solutions., • Identify trends affecting business performance and customer experience, developing strategies for improvement., • Create reports and develop presentations and clearly articulate findings and strategies to senior leadership., • Partner with leadership to optimize workforce and customer contact strategies to maximize revenues., • Track and report key performance indicators (KPIs), creating dashboards and visual reports to communicate insights. System Enhancements & Call Center Technology (Automation Focus): • Support the selection, implementation and optimization of AI-powered technologies such as voice AI, chatbots, and intelligent virtual assistants to enhance customer interactions., • Work closely with business stakeholders, IT, and vendors to deploy AI-driven contact center technology (ex. call routing, automated responses, and self-service solutions)., • Assist in configuring and maintaining workforce management tools to ensure accurate forecasting, scheduling, and real-time adjustments., • Evaluate and recommend AI-driven tools to optimize customer touchpoints, deliver first call resolution, improve agent performance, and enhance customer experiences., • Stay up to date on emerging call center technologies, including automation, machine learning, and predictive analytics. Technical & Project Support: • Work closely with IT and workforce management teams to enhance system capabilities and automation., • Support the development and implementation of workforce management tools and AI-driven process improvements., • Write business requirements, testing new features, and ensuring successful implementation of AI and automation projects., • Collaborate with cross-functional teams to ensure seamless integration of AI solutions with workforce management systems. Finance and Budgeting: • Assist in the annual budgeting process by analyzing department financial data and defining forecasted expenditures., • Provide insights to forecasted headcount requirements to support financial planning for the upcoming fiscal year., • Assist with tracking department expenditures and analyze forecasted spend compared to budget. Qualifications & Skills: • Bachelor's degree in Business, Operations Management, Data Analytics, or a related field., • 4+ years of experience in workforce management, operations analysis, process improvement, and/or call center technology., • Project Management or previous involvement in enterprise level projects in a Project Manager, Coordinator, or Business Analyst experience is preferred., • Strong analytical skills with experience in forecasting, reporting, and data visualization., • Familiarity with workforce management tools, • Experience with AI-driven call center technologies such as voice AI, chatbots, or automation tools., • Familiarity with call center systems such as IVR, ACD, CRM, and AI-powered customer engagement platforms., • Experience with data analysis tools (Excel, SQL, Power BI, Tableau) is a plus., • Ability to interpret data, generate insights, and present findings to leadership., • Strong attention to detail and problem-solving abilities., • Must be able to present findings, concepts, and recommendations to executive leadership team., • Experience in process improvement methodologies (Lean, Six Sigma) is a plus. What Do We Offer You as a Service Experts Employee? Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs, including: • Competitive Pay with incentive opportunities, • Paid Time Off and Company Holiday Pay, • Medical, Dental, and Vision Insurance programs, • 401(k) Retirement Savings Plan with company matching contributions, • Life Insurance and disability insurance options, • Supplemental benefit programs, • World Class Training opportunities through our Experts University, • Career Development opportunities Service Experts Heating & Air Conditioning is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. The job description is not intended to be a complete list of all responsibilities, duties, or skills required for the job and is subject to review and change at any time with or without notice in accordance with the needs of Service Experts. Service Experts is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodation upon request for individuals to participate in the application and hiring process.

Position Summary: The Senior Financial Analyst provides financial analysis, reporting, business support, and responds to external requests. Minimum of five (5) years professional experience with financial analysis, budgeting, planning and financial modeling. Strong Microsoft Office skills and profic

Required Education Bachelor's Degree in finance, accounting, or other related field. Experience 4 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis. Ability to collaborate with cross functional finance teams in

The Business Unit Finance & Pricing Analyst provides analytical and financial support to the BU Sales Finance Manager on price changes, planning & forecasting, reporting, and analyses in a variety of areas related to revenue management and finance. Business Unit Finance & Pricing Analyst. Manage con

Cost Accountant (Financial Analyst) within the Financial Planning & Analysis team located at the Las Colinas (Irving), Texas corporate office. Performs ongoing monitoring and review of transactional data within key functional areas to aid in the proper accounting of financial activity, identify tren

Senior Financial Planning & Analysis (FP&A) Analyst. RS&H is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: • Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's., • Expected graduation date between December 2027 and June 2028., • Currently attending a college/university in the U.S., • Highly driven, inquisitive, and proactive, with a strong desire to learn., • Enjoys working in teams to develop complex solutions., • Exceptional interpersonal, communication, analytical, and problem-solving skills., • Excellent organizational skills with the ability to multitask in a fast-paced environment., • Demonstrates good judgment and discretion with confidential information., • Genuine interest in financial markets and macro-level economic trends., • Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Asset Management Group Development Program Analyst/Associate within PNC's Asset Management Group organization, you will be based in a location based on business need. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. By joining one of PNC's Development Programs, you can explore your potential through hands-on experience in a professional environment. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in key areas. The goal of PNC's Development Programs is to move analysts from development roles into production roles in one of PNC's lines of business. PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management, our Investment Office, and PNC Private Bank. AMG works with individual, nonprofit, and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The AMG Development Program is a comprehensive, interactive program that will prepare you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role supporting the investment management businesses within the Asset Management Group. The 2-year program provides opportunity to learn the business through an extensive mix of classroom training and on the job learning while gaining visibility among the firm's senior leadership. PNC Private Bank: PNC Private Bank offers a complete range of solutions and strategies for individuals and families with significant assets. Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist • Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments and other institutional investors for over 75 years. IAM's local/regional based service teams provide our clients with customized solutions to help achieve their mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics teams., • Investment Office: The Asset Management Group Investment Office is an extension of our dedicated investment team. Working with Investment Advisors, our deep bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Geographic flexibility is important to your success in this program. Opportunities are available throughout PNC's footprint. Analysts entering the Asset Management Group Development Program will be in a client facing and sales supporting role. Participates as an analyst in the line of business development program. • Performs or assists the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, or process support, internal or external client interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority., • Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach)., • Participates in formal learning (e.g., classroom, web-based, or virtual) and completes related activities and projects., • Supports the internal and external client experience by always providing excellent service; takes accountability and ensures problem resolution. Required Education and Experience: • Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Actuarial Sciences), Minimum GPA 3.2., • Roles at this level are filled by recent university/college graduates with little or no professional experience but possessing relevant skills. Includes individuals joining the organization through a corporate development/training program. PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Take your career to the next stage with a high growth, Single Family Residential real estate start-up. We are building out our Portfolio Management function and seek highly motivated individuals to play a key role in the execution of portfolio optimization for single-family rental (SFR) investment vehicles. Our high visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation for optimal portfolio performance. We communicate with institutional investors daily and provide subject matter expertise across asset management, debt optimization, cash management, financial reporting & performance, valuation, and valuation attribution. As an Analyst or Associate in the team your activities in portfolio modelling and analysis, creating investor-facing presentations, and supporting transaction execution are important to the success of the function. Reports into the Chief Financial Officer, will coordinate with managers across business functions This position includes, but is not limited to, the following responsibilities: • Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations, • Participate in investor portfolio reviews to understand each investment strategy's fundamental profile., • Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc., • Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers), • Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting, • Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition, • Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio, • Provide support on transaction execution, • Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities, • Highlight fund and asset-specific issues and opportunities, • Assist in development of scalable infrastructure to drive decision making using technology and business intelligence tools Qualifications and Experience: • Bachelor's degree required, with current CFA or a background in FP&A highly beneficial, • 2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required, • Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction, • Highly proficient with databases and with Excel based modelling. Able to quickly model, chart, and present performance reviews in PowerPoint., • Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus., • Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements), • Highly organized and accurate, with excellent attention to detail, • Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors, • Demonstrate ability to:, • Interpret data and present thoughtful analysis and insight to investors and management, • Develop expertise across a broad spectrum of issues, • Translate strategy into execution, • Collaborate across organizations and manage stakeholders, • Work effectively on multiple projects and under tight time constraints, • Show curiosity about the industry e.g., actively monitor developing industry trends

Title: Product Owner Location: Nearest client office (Hybrid- 2 days onsite/ week) Mode: Contract Summary: We are seeking experienced Product Owner(s) to join the Corporate Finance Portfolio at a large wealth management client to translate product vision into an actionable backlog and lead day-to-day delivery of innovative, industry-leading Digital Finance capabilities across Core Finance, Financial Planning & Analysis (FP&A), Expenditure Management, Branch Economics, Financial Advisor compensation, and Financial Advisor teaming/partnerships. What you will be doing Own and manage the product backlog for assigned product areas and value streams within the Digital Finance Portfolio, acting as the day-to-day owner of related capabilities and outcomes. Translate portfolio/product strategy into features, and user stories with clear acceptance criteria, and prioritize work to align with firm objectives, business needs, and market trends. Identify and size opportunities in partnership with stakeholders; support business case development by documenting problem statements, expected value, assumptions, dependencies, and risks. Define and socialize success metrics for backlog items, review outcomes post-release, and continuously refine priorities based on data and stakeholder feedback. • Drive clarity, decisions, and acceptance to enable delivery of complex enhancements and new capabilities by driving requirements clarity, scope tradeoffs, and release readiness to meet evolving needs across Branch teams, Financial Advisors, and Financial Analysts., • Partner with cross-functional teams (technology, operations, business, compliance, legal, risk) to plan and execute increments, improve usability and efficiency, remove blockers, and ensure high-quality outcomes through effective testing and acceptance, • Own the Team Product Backlog refinement and prioritization by ensuring backlog is refined, sized, dependency-aware., • Confirm acceptance criteria, NFRs, and control requirements for planned scope., • Own the Team Product Backlog for assigned Digital Finance capabilities; prioritize, refine, and maintain readiness (stories, defects, enablers) aligned to PI Objectives and firm goals., • Partner with Product Management to translate portfolio/product strategy into features and stories; define clear acceptance criteria, NFRs, and control/audit requirements., • Drive discovery and sizing inputs with stakeholders; document problem statements, value hypotheses, assumptions, dependencies, and risks; support business case materials and prioritization decisions., • Define and socialize success metrics; validate outcomes post-release using data and stakeholder feedback; continuously adjust backlog priorities., • Enable sprint and PI execution by setting Sprint Goals, making scope tradeoffs, resolving requirement ambiguities quickly, and maintaining a decision log., • Coordinate cross-functional alignment (technology, operations, compliance, legal, risk) to ensure testability, acceptance, release readiness, and operational handoffs., • Support PI Planning by presenting/refining team scope, negotiating dependencies, and drafting team PI Objective inputs and capacity-based scope proposals., • Translate product intent into a clear Sprint Goal and top outcomes (what success looks like), • Provide transparent status, risks, and impediments to Agile Release Train (ART) stakeholders and product leadership, with explicit visibility into controls and dependencies., • Communicate backlog priorities, delivery progress, risks and key scope decisions to ART stakeholders and Product leadership, ensuring transparency on controls, dependencies, and delivery risks/impediments across the Sprints,, • Program Increments, and release plan., • Ensure backlog readiness for sprints, drive continuous improvements, align stakeholders, manage scope changes, close the loops from spring review feedbacks, convert learnings to backlog updates, • Lead backlog refinement with engineers and business analysts; align with Technical Lead/Architect on solution constraints, sequencing, and technical enablers Required Skills & Qualifications (Product Owner) • Bachelor’s degree (Business, Computer Science, Engineering, or related field); MBA/advanced degree preferred., • 5+ years of experience as a Product Owner (or closely related roles such as Product Delivery Manager / Business Analyst) delivering digital products (Corporate Finance preferred), • Prior experience owning and managing a product backlog for one or more Agile teams, including prioritization, refinement, and release planning., • Strong analytical, problem-solving, and organizational skills; able to break down ambiguous problems into clear epics, features, and user stories., • Proven ability to translate product goals into well-defined user stories, acceptance criteria, and Definition of Done/Ready to support end-to-end delivery., • Ability to define and track outcome and delivery metrics (e.g., adoption, usability, cycle time, defects) and use insights to adjust priorities., • Strong collaboration and influence without authority across stakeholders (business, engineering, operations, legal, compliance, risk)., • Excellent communication and storytelling skills to simplify complexity, align stakeholders, and drive clarity for delivery decisions., • Strong decision-making skills: make timely trade-offs across customer value, business goals, technical feasibility, and regulated/financial services constraints., • Practical experience working in Agile delivery (SAFe preferred; Scrum/Kanban), including participating in ceremonies and supporting the team through sprint execution., • Working knowledge of digital finance platforms/architecture and integrations; familiarity with technologies such as PeopleSoft, Oracle Fusion Cloud, Coupa, OneStream and/or Spring Boot microservices, (ability to partner effectively with engineers/architects)., • Familiarity with product delivery and collaboration tools (e.g., Jira, Confluence, Aha!, Mural, Asana). Good-to-Have Skills (Highly Desirable) • Strong customer advocacy and ability to represent user needs in backlog decisions and acceptance criteria., • Finance industry experience and comfort operating in regulated environments (risk, controls, compliance)., • Ability to balance technical constraints (architecture, dependencies, performance/non-functional requirements) with business objectives., • Comfort making decisions with incomplete information; “bias for action” in execution., • Strong negotiation and conflict resolution skills, especially around prioritization, scope, and dependency trade-offs.

Description We're seeking a hands-on Senior Business Analyst to lead the design and delivery of scalable, AI-enabled business solutions across the bank's core domain capabilities, including Payments, Foreign Exchange, Commercial & Corporate Banking, and Digital Banking. This role owns requirements, process architecture, and outcome delivery - partnering across business, technology, risk, compliance, and operations in an agile, iterative model. The position is central to the bank's agenda of modernizing operational workflows, integrating systems, and accelerating responsible AI adoption. Responsibilities Lead end-to-end business analysis and solution design across payments, FX, commercial banking, and digital channel workflows - spanning process, data, integration, and application layers. Translate ambiguous business needs into structured process models, use cases, user stories, functional specifications, and data flow maps that are engineering-ready and audit-traceable. Design AI-enabled business solutions - including intelligent automation, LLM-assisted workflows, and decision-support tools - with governance, explainability, and human-in-the-loop controls built in from inception. Drive rapid prototyping and iterative use case discovery with business stakeholders using low-code tools, wireframing platforms, and AI frameworks to validate concepts before full build commitment. Own integration and API-enabled workflow design across core banking systems, payment rails, FX engines, CRM, and digital channels, collaborating with enterprise architects and engineering leads. Lead agile ceremonies including sprint planning, backlog refinement, and outcome-based prioritization, ensuring requirements are delivery-ready and value-linked at all times. Identify and lead process automation opportunities across banking operations - including straight-through processing, exception handling, reconciliation, client onboarding, and reporting workflows. Embed risk, compliance, and audit controls into solution designs from inception, partnering with Risk, Compliance, Legal, and Audit as integral design partners. Define and track outcome-based KPIs, value realization benchmarks, and executive reporting for all transformation initiatives. Perform other duties as assigned. Qualifications 8+ years of hands-on experience in process design, application and product design, or workflow transformation within financial services, with strong domain concentration in two or more of: Payments (SWIFT, ACH, RTP, FedNow), FX transaction lifecycle, Commercial or Corporate Banking, or Digital Banking platforms. Demonstrated experience designing AI-enabled business solutions - including intelligent automation, GenAI or LLM workflows, and decision-support systems - within enterprise or regulated financial services environments. Strong proficiency in structured business analysis methodologies: BPMN process modeling, use case design, user story development, functional specification writing, and data flow mapping. Proven agile delivery experience including sprint facilitation, backlog ownership, iterative prototyping, and outcome-based prioritization in cross-functional product or transformation team environments. API and integration literacy: able to design and document REST API-enabled workflow architectures, system integration patterns, and data exchange specifications in collaboration with engineering and architecture teams. Deep understanding of banking operational workflows, core banking systems, payment rails, FX transaction lifecycles, and digital banking platforms. Familiarity with enterprise banking technology vendors including FIS, Fiserv, Temenos, Thought Machine, or equivalent platforms preferred. Strong understanding of regulatory, risk, compliance, and audit expectations within financial services, with the ability to embed governance requirements into solution designs from the outset. Excellent executive communication and cross-functional stakeholder management skills; ability to present complex solution designs and delivery status clearly to C-suite audiences. Bachelor's degree in Information Systems, Computer Science, Business, Engineering, Finance, or related discipline required; MBA or advanced degree preferred. Modern Tools, Technologies & Techniques Candidates are expected to bring working fluency across a modern, outcome-oriented delivery toolkit spanning the following areas. Analysis & Process Design: Lucidchart, Miro, or Visio for BPMN process modeling; Confluence for living documentation and requirements management; JIRA for agile backlog and sprint delivery tracking. Rapid Prototyping: Figma or Balsamiq for UI and UX wireframing; Retool or Appsmith for low-code functional prototype development; Miro or FigJam for collaborative design workshop facilitation. AI & GenAI Design: Microsoft Copilot Studio, Azure OpenAI, or AWS Bedrock for LLM-assisted workflow design; LangChain or LlamaIndex for RAG architecture pattern design; AI observability tools such as Arize or Fiddler to validate and monitor AI-enabled solutions. Integration & API Design: Postman or Swagger/OpenAPI for API specification and integration documentation; MuleSoft or Azure API Management for enterprise integration pattern design; Kafka or Azure Event Hub for event-driven, real-time payment workflow design. Data & Analytics: Snowflake, Databricks, or Azure Synapse for data platform literacy; Power BI or Tableau for operational dashboard design and KPI tracking; SQL proficiency for data validation and requirements verification. Agile Delivery: SAFe or Scrum delivery frameworks; Design Thinking facilitation for stakeholder discovery and problem framing; ProductBoard or Aha! for outcome-based roadmapping and initiative prioritization. Skills Business analysis, payments, foreign exchange, banking, Agile, FIS, Fiserv, Temenos Top Skills Details Business analysis,payments,foreign exchange,banking,Agile Additional Skills & Qualifications Microsoft Copilot Studio / Azure OpenAI - aligns directly with the bank's AI transformation strategy. MuleSoft or Azure API Management - valuable for integration-heavy banking environments. Snowflake / Databricks / Power BI - supports analytics and KPI measurement. FIS, Fiserv, Temenos, or Thought Machine - demonstrates familiarity with banking technology platforms. Kafka / Event Hub - beneficial for real-time payment and transaction processing initiative Experience Level Expert Level Job Type & Location This is a Permanent position based out of Dallas, TX. Pay and Benefits The pay range for this position is $130000.00 - $200000.00/yr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Benefit's Health Dental Vision Workplace Type This is a fully onsite position in Dallas,TX. Application Deadline This position is anticipated to close on Sep 1, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: 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. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Provide strategic and operational financial support to the Finance team through consolidated financial planning, forecasting, reporting, and modeling. Drive continuous improvement of financial systems, tools, automation, and reporting capabilities. Experience with financial planning systems and BI t

The Financial Planning Analyst role will report to the Senior Vice President of Corporate Finance & Planning, work with the other members of the FP&A Team, and interact other members of the Senior Management Team. Bachelor's Degree Required Finance, Accounting, Economics Recent bachelor's degree or

The Hospital Operations Financial Analyst 4 leads budget, financial and related data analytic functions to support the Associate Chief Operating Officer and Senior Vice President (ACOO/SVP) of the Operations, Ancillary Services & Emergency Department Division which is comprised of seventy-four accounting units and 2500 FTEs, with an annual operating budget of $4.7 billion gross revenue and $540 million expenses. Position is responsible for identifying objectives, formulating strategies and developing standardized approaches for analysis, reporting and financial operations practices between all departments for the division under the direction set by the Office of the Chief Operating Officer/Chief Administrator. The Financial Analyst 4 will additively, at direction of ACOO/SVP, lead multi-disciplinary/multi-departmental operational initiatives focused on yielding optimal financial outcomes. Minimum Knowledge, Skills, and Abilities (KSA) Demonstrated advanced knowledge of business and management principles, and budget control and accounting principles, including operational and capital budget, and ability to apply these principles to the health care environment.Demonstrated ability to understand, analyze, and interpret complex written material and financial data and effectively communicate results of analyses.Communication skills to effectively convey information, concepts, instructions, and ideas in oral and written formats to a variety of audiences with diverse backgrounds, agendas, and levels of knowledge and expertise.Demonstrated strong interpersonal skills, including be able to work effectively with others, resolving conflict and develop relationships. Preferred Knowledge, Skills, and Abilities (KSA) Knowledge of UCDHS budgeting process, management reports, and accounting. Duties: • Present financial results to the ACOO/SVP and department directors. Includes development of executive summaries, detailed financial and statistical reports, and presentation of findings in a professional and clear manner to senior leadership., • Identify, develop and implement consistent financial business processes and analytics unique to the Operations, Ancillary Services & Emergency Department division to best promote the effectiveness of the ACOO/SVP. Aspects including, but not limited to, coordination with Finance, Human Resources, Information Technology, Ambulatory Operations and the UC Davis School of Medicine., • Ensure completion of transactional financial functions, inclusive of hiring justifications, capital purchases, service contract requests, approval matrices and similar for the Operations, Ancillary Services & Emergency Department division., • Conduct financial planning for proposed new services. Develop and review financial projections, opportunity and risk assessments, and business cases for the Operations, Ancillary Services & Emergency Department division., • Assist divisional and departmental executives as well as divisional business directors in creating strategies to develop business opportunities and related infrastructure requirements., • Monitor revenue, expenses, and staffing for the Division., • Lead development of the divisional annual budget, including directing divisional department executives and business directors through a consolidated budgeting process., • Develop and produce reports and corrective action plans on behalf of the ACOO/SVP, leveraging the efforts of divisional department executives and business directors., • Create and maintain a consolidated, consistent view of budgetary matters on behalf of the ACOO/SVP.

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Reviewing and analyzing market comparisons and imputing the applicable data into the valuation model. Imputing industry trends and analyzing data from company specific financial data against the industry trends to determine how well the company is performing. Analyzing premium / discount factors that will adjust the capitalization rate to value a company. Imputing data for a discounted cash flow analysis. Reconciling values from multiple valuation approaches. Making adjustments to a company's balance sheet to determine the equity value of a company. Reviewing and analyzing company agreements to perform a discount analysis. Reviewing and analyzing company agreements and convertible note terms to perform stock option, convertible notes and warrant analyses. Adjusting shareholder interests based upon gifts made or stock options issued to bring them to fair market value. Analyzing market and company data to determine company weaknesses and threats. Drafting valuation reports with the excel charts and explanations of the analysis performed. Template development for exit planning process. Ongoing market research projects. Research and write articles and white papers on various valuation and exit planning topics. Ongoing input of contact data into databases for marketing purposes. Ongoing telemarketing to prospects for new business development. Other projects that will arise from time to time.

At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Analyzes credit data to estimate degree of risk involved in extending credit or lending money to firms or individuals; assumes Manager's responsibilities in the absence of the Credit Analysis Manager by performing the following duties. Conduct thorough analysis of financial statements and assessment of credit requests on complex commercial credit relationships of $2,500,000 and greater. • Keep up to date with the company's lending protocols., • Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with varying degrees of supervision and a working knowledge of accounting principles and financial techniques, • Research skills, • Strong problem-solving, mathematical and analytical skills, • Excellent written and verbal communication skills, • Ability to maintain confidentiality, • Proficiency with computers and computer software, like programs that aid in statistical and financial calculations, • Proficiency with financial reports and statements, • Strong attention to detail and ability to notice discrepancies in data, • Impeccable understanding of financial statements, ratios, and concepts The ideal candidate should be self-motivated, be a team player and have a strong work ethic. • Performs loan reviews/annual reviews on selected borrowers and guarantors for commercial credit relationships of $2,500,000 and greater., • Performs cash flows, financial credit analysis, collateral valuations, global cash flows, etc. for commercial borrowers and guarantors on credit relationships of $2,500,000 and greater., • Accompanies relationship managers on customer calls and site visits of potential and existing customers as requested / needed., • Performs ongoing file maintenance to ensure credit information is uploaded to the credit file in a timely basis as needed., • Identifies policy, collateral, and missing document exceptions., • Identifies strengths and weaknesses of the relationship., • Researches and summarizes industry information for potential and existing customers., • Runs credit bureaus and background checks for potential and existing commercial customers and guarantors to evaluate for potential credit worthiness and/or fraud., • Spreads financial statements and tax returns for potential and existing commercial customers and guarantors., • Assists relationship managers in structuring credits, assessing covenants and monitoring procedures., • Responsible for training and development of new relationship managers on the credit analysis process., • Responsible for training, development, and mentoring of new credit analysts and the CDP analyst on the credit analysis underwriting and processes., • Other duties and responsibilities as assigned. Supervisory Responsibilities Supervises employees of the Credit Analysis Department in manager's absence, principally in remote markets. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university, Accounting or Finance degree preferred; five to eight years credit analysis experience required; or equivalent combination of education and experience. Physical Demands While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk and use hands to finger, handle, or feel. The employee is occasionally required to stand; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights

Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation. Learn more at circle.com.What you’ll be part of:Circle is committed to visibility and stability in everything we do. As we grow as an organization, we're expanding into some of the world's strongest jurisdictions. Speed and efficiency are motivators for our success and our employees live by our company values: High Integrity, Future Forward, Multistakeholder, Mindful, and Driven by Excellence. We have built a flexible work environment where new ideas are encouraged and everyone is a stakeholder.What you’ll be responsible for: Circle is looking for an experienced Senior Analyst, IT Internal Controls & SOX Compliance to join the Internal Controls and Compliance team. Reporting to the Senior Manager, IT Internal Controls, this individual will play a key role in supporting and enhancing Circle's IT SOX compliance program and overall internal controls environment. This role will be responsible for evaluating the design and operating effectiveness of IT General Controls (ITGCs), automated controls, and IT-dependent manual controls across critical business systems and processes. The Senior Analyst will partner closely with Engineering, Security, Finance, Compliance, and business stakeholders to ensure controls are effectively designed, documented, tested, and monitored to support regulatory and financial reporting requirements.What you'll work on:Supporting the execution and continuous improvement of Circle's IT SOX compliance program, including annual planning, risk assessment, control documentation, testing coordination, and remediation tracking.Supporting and creating SOX ready documentation including narratives, flow charts, control descriptions, etc.Developing and leading control procedure documentation and assess controls changed and/or consolidated as a result of different system implementations Leading conversations, understanding both IT and Business processes and controls and the relationship between the two. Designing and reviewing system implementation, data conversion, or data migration control controls (SDLC). Conducting periodic reviews to ensure application controls and Segregation of Duties (SOD) are configured across the company's systems.Working in tandem with the internal audit group to design testing programs to ensure appropriate SOX assertions can be made.Supporting evaluation of third-party service providers for SOC reports.Reviewing and designing appropriate internal controls for completeness and accuracy of reports and IPE.Project managing control design for new products, processes and system implementation launches and ensuring appropriate internal controls are in place prior to launch.Managing the Audit Board internal controls repository.Reviewing, assessing, and evaluating reported control deficiencies, root causes, and planned corrective actions in conjunction with IT and business process owners.Working with internal and external auditors to coordinate IT General Controls and automated controls testing, and process walkthroughs to streamline impact on the business and align test results and yield efficiencies.Working closely with the IT, Security, Engineering, Data and Compliance teams to ensure IT General Control documentation and monitoring programs are consistent with SOX requirements.Preparing materials and SOX compliance findings and assertions for Leadership and Audit Committee meetings.Contributing to the ongoing maturation of the Internal Controls program through optimization, standardization, and automation initiatives.Supporting special projects and ad hoc risk and compliance assessments as needed.What you'll bring to Circle:Core requirements4+ years of Big 4 experience in IT Audit, IT SOX Compliance, Internal Controls, Risk Advisory, or related fields.Bachelor's degree in Accounting, Information Systems, Computer Science, Business, or a related discipline.CPA, CISA, CIA, CISSP, or equivalent certification required.Strong knowledge of SOX 404 requirements, PCAOB standards, COSO framework, and IT General Controls (ITGCs).Proven experience designing, implementing, and managing ITGC and SOX compliance programs, ideally in a pre-IPO and/or newly public high-growth technology company environment.Experience testing and evaluating ITGCs, automated controls, IT-dependent manual controls, and key reports used in financial reporting processes.Strong understanding of cloud environments, SaaS applications, identity and access management, SDLC processes, and cybersecurity controls.Experience with ERP systems, financial applications, and GRC platforms.Ability to assess risks associated with AI-enabled processes and technologies, including governance, data quality, security, regulatory, and financial reporting considerations, and recommend appropriate controls and oversight mechanisms.Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.Excellent verbal and written communication skills, including the ability to communicate effectively with both technical and non-technical stakeholders.Ability to evaluate business and technology processes, identify and articulate risks, and identify practical, scalable control solutions.Proven ability to manage multiple priorities, meet deadlines, and operate effectively in a fast-paced environment.High integrity and ability to handle confidential and sensitive information.Experience/familiarity with Slack, Apple MacOS, Google Workspace, and audit/compliance management tools.Experience leveraging artificial intelligence (AI) tools and technologies to improve business processes, including the development, implementation, or use of AI-enabled solutions, agents, automations, or productivity tools.Preferred requirementsExperience working in a high-growth technology, fintech, payments, crypto, or financial services environment.Experience related to SOC reporting oversight, and issuance responsibilitiesStrong understanding of SOC1, SOC2, and SOC3 reporting requirements and frameworks.Circle is on a mission to create an inclusive financial future, with transparency at our core. We consider a wide variety of elements when crafting our compensation ranges and total compensation packages.Starting pay is determined by various factors, including but not limited to: relevant experience, skill set, qualifications, and other business and organizational needs. Please note that compensation ranges may differ for candidates in other locations.Base Pay Range: $112,500 - $147,500We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, or any other protected status required by the laws in the locations where we hire. Additionally, Circle participates in the E-Verify Program in certain locations, as required by law.Should you require accommodations or assistance in our interview process because of a disability, please reach out to accommodations@circle.com for support. We respect your privacy and will connect with you separately from our interview process to accommodate your needs.#LI-RemoteJob SummaryJob number: JR101076Profession: Finance

Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship and Advisory Process) Essential Duties and Responsibilities 1. Manage Client Relationships with High Net Worth business owners a. Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to these clients. WBA's should deliver a level of personalized, attentive service that clients deem outstanding. b. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Business Advisors relationship with both internal and external partners. c. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. d. Work with clients and prospects to coordinate the information gathering and delivery of financial plans utilizing Wealth Financial Planning Process. In addition, work with the client and appropriate internal and external partners to implement solutions. e. Meet revenue growth, profitability, and retention goals by developing new clients in partnership with Wealth Advisors and Commercial RMs and expanding services to existing clients. f. Successfully participate in the WRAP (Wealth Relationship and Advisory Process) and the Truist Decathlon sales management process, which includes, but is not limited to, the delivery of the Perfect Client Experience behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines g. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. h. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" i. Demonstrate expertise in all Truist capabilities that are relevant to business owners (BTAG, Leadership Institute, BAG, etc.) 1. Effectively work with partners and build relationships in Truist a. Partner closely with Wealth Advisors, Wealth Regional Directors, Commercial and Business Banking Relationship Managers to identify appropriate prospects and develop on-going communication with these partners. b. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (e.g. Wealth Advisors, Business Servicing Officer (BSOs), Corporate Relationship Managers, local advisory board members), and organizations that will enhance business development efforts. c. Establish and maintain excellent working relationships with various product and service specialists (IRM partners) who are designated to support client service and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing client portfolio. Serve as an advocate for clients with other business units. d. Source Wealth Lending opportunities and work with Wealth Lending Officer to evaluate and extend credit and terms in accordance with Truist lending policy. 1. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. a. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. b. Participate in the ongoing implementation and development of the Truist Wealth program, including processes, products, services and operating policies and procedures. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related training Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning or equivalent experience in outside sales and/or relationship management Minimum of five years of business and retail lending experience Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market Strong interpersonal, sales and relationship management skills Strong written, verbal and presentation skills NASD Series 7,66 or equivalent licenses (or completion within first 90 days of employment) Applicable state and health licenses Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Demonstrated proficiency in basic computer applications such as Microsoft Office software products Ability to travel, occasionally overnight Preferred Qualifications: Master's degree in business, accounting, finance, or banking Completion of established management or career development program such as Truist's Leadership Development Program (LDP) or Truist Banking School Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

RevSpring is seeking a highly motivated and detail-oriented Financial Analyst to join our dynamic Finance team. This role supports financial planning, forecasting, reporting, and business performance analysis across the organization. The ideal candidate is an analytical self-starter with strong modeling skills, familiarity with SaaS business metrics, and the interpersonal skills needed to collaborate effectively with cross-functional teams. This individual will also be encouraged to leverage AI tools and modern planning platforms to improve efficiency, reporting quality, and financial insight. This role is critical in providing financial planning, analysis, and reporting to support key business decisions and strategic growth initiatives. • Prepare and deliver accurate and timely monthly and quarterly financial reporting, variance analysis, and business insights to management., • Support the annual budget, monthly and quarterly forecast, and long-range planning processes., • Build and maintain financial models, including forecasting models, scenario analyses, and operating models that support analysis across the income statement, balance sheet, and cash flow statement., • Develop, maintain, and analyze key SaaS and subscription metrics, including ARR, MRR, churn, CAC, LTV, and net retention, to provide insight into business performance and trends., • Partner with department leaders and cross-functional teams to support budgeting, forecasting, expense management, and operational decision-making., • Act as a finance business partner to assigned functions, providing ad hoc analysis, reporting, and financial guidance to help manage budgets and improve operational efficiency., • Assist in preparing monthly, quarterly, and ad hoc financial reports and presentations for senior management and the Board of Directors., • Analyze actual results against budget, forecast, and prior periods, and identify key variances, risks, and opportunities., • Support resource planning, investment analysis, and business case development for operational and strategic initiatives., • Leverage AI-enabled tools such as ChatGPT, Claude, or similar technologies to improve the speed, quality, and scalability of analysis, reporting, commentary, and planning support., • Utilize modern FP&A and planning tools such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar platforms to support forecasting, reporting, workflow efficiency, and scenario modeling., • Identify and help implement improvements in financial processes, reporting methodologies, planning capabilities, automation, and data integrity., • Complete special projects and ad hoc analyses as assigned by finance leadership., • 2+ years of experience in FP&A, financial analysis, corporate finance, investment banking, or related finance roles., • Experience with budgeting, forecasting, management reporting, and variance analysis., • Strong financial modeling skills, with the ability to build and maintain detailed forecasting and operating models and a solid understanding of how business activity impacts the income statement, balance sheet, and cash flow statement., • Familiarity with SaaS metrics and reporting concepts, including recurring revenue, retention, and customer economics., • Advanced Excel skills, including pivot tables, lookup functions, and complex formulas., • Experience with ERP systems, financial reporting tools, and budgeting or planning software preferred., • Interest in and practical experience using AI tools such as ChatGPT, Claude, or similar technologies to improve productivity, reporting, analysis, and decision support., • Exposure to planning and performance management platforms such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar tools is preferred., • Strong analytical and problem-solving skills., • Exceptional attention to detail and commitment to accuracy., • Self-starter with the ability to take ownership of work and manage multiple priorities effectively., • Strong verbal and written communication skills., • Strong interpersonal skills and ability to work collaboratively with cross-functional teams., • Ability to explain financial information clearly and effectively to non-finance stakeholders., • Organized and able to meet deadlines in a fast-paced environment., • Willingness and ability to learn quickly, adapt, and continuously improve., • Professionalism and confidence to participate in and help lead productive meetings and discussions. Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. • Experience in a technology, software, or SaaS company., • Experience with modern FP&A platforms and financial planning tools., • Exposure to board reporting, executive presentation materials, or business case development.

Dallas, TX, United States As part of the Internal Audit Department, the Senior Associate is predominantly focused on the execution of audit planning, fieldwork and reporting and is given the opportunity to lead select meetings. The primary measure of success is identifying meaningful potential issues about the design and effectiveness of controls and creating reliable documentation to support their work. The Senior Associate must manage a number of auditee relationships, be a good team player, and take accountability for their personal growth and professional development. • Strategic Control Impact Identifies meaningful issues in which controls are not properly designed or are not operating effectively. Assesses the risk and control environment for processes within coverage areas. Validates the completion of agreed action plans under the guidance of a supervisor. Understands the financial services industry and risk and control environment for coverage areas and identifies new risks. Works closely with auditees to verify timely progress and completion of agreed action plans., • Audit Execution Assists a Senior Auditor or Audit Manager with the execution of audit planning, fieldwork, and reporting. Completes risk-focused fieldwork on time and within the allocated budget, notifying the auditor in charge promptly of issues that arise or when budgets or timelines are at risk. Writes and speaks clearly and concisely and can demonstrate detailed knowledge of that area being audited. Understands and performs root cause analysis for issues; possesses and demonstrates a strong understanding of audit techniques., • Quality Process Demonstrates a strong knowledge of our policies & procedures, particularly work paper documentation standards. Independently prepares work papers that fully comply with IAD policies and procedures. Participates in continuous improvement initiatives. Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; escalates appropriately., • Minimum of 6 years of related experience, • Bachelor's degree preferred with Masters or equivalent experience., • Previous internal or external audit experience is helpful, but not required., • Previous job experience for Auditors can and should vary greatly to meet the departments goal of having a team with diverse perspectives and work experiences., • Beneficial, but not required, are certifications related to the incumbents coverage responsibilities, such as Certified Public Accountant, Certified Fraud Examiner, Certified Internal Auditor, Certified Information Systems Auditor, Certified Financial Analyst, or Certified Anti-Money Laundering Specialist. Internal or external audit experience is helpful. Previous job experience for Auditors can and should vary greatly to meet the departments goal of having a team with diverse perspectives and work experiences. Certifications related to the incumbents coverage responsibilities, such as Certified Public Accountant, Certified Fraud Examiner, Certified Internal Auditor, Certified Information Systems Auditor, Certified Financial Analyst, or Certified Anti-Money Laundering Specialist

QUALIFICATIONSBachelor’s degree3+ years of corporate and/or professional services experience focused on operations, finance/accounting, and or go-to-market/top-line growth initiativesExperience in management consulting, large-scale change management, turnaround and restructurings, M&A and integrations, and or investment banking is a plusProgram management experience on driving large-scale, transformational change programs is preferredExperience in the following is ideal: implementing rapid and successful operational turnarounds and or rapid growth programs across key strategic, revenue, cost and working capital levers, business planning or P&L modeling, working capital management, or 13-week cashflow preparationAbility to understand, analyze and interpret financial statementsDemonstrated aptitude for analytical and conceptual problem solving, comfort with quantitative analysis and managerial accountingAbility to work effectively with people at all levels in an organizationAbility to understand the perspectives of varied stakeholder groupsAbility to communicate complex ideas effectively, both verbally and in writingTravel expectations: 50-80%WHO YOU'LL WORK WITHDriving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.When you join us, you will have:Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.WHAT YOU'LL DOYou will operate as part of an engagement team, typically consisting of a team of 2-5 consultants led by an engagement manager. Together you will drive the day-to-day execution of a transformation effort to help clients achieve new performance highs in their business.You will apply a proven, methodology-driven approach to large-scale transformation that focuses on execution and capability building. Your client engagements will often span >6 months, and they will generally include three phases: Independent Diligence, Bottom-Up Planning, and Implementation. Within these engagements we ensure Analysts are exposed to multiple areas of the businesses, rotating their responsibilities across the Transformation Office and functional and strategic support areas.You will work directly with clients - usually on site - and will take ownership of specific workstreams and end-products within the overall transformation program. You will be responsible for delivering the transformation objectives within your workstream, coaching your clients to develop and execute effective improvement plans and role-modeling a mindset of rapid decision-making. Above all, your job will be to mobilize and help clients to achieve change that exceeds their expectations.More broadly, you will have the opportunity to build on your proven capabilities and leverage a range of influencing styles. You will inspire others, build strong relationships and display high energy and resilience in ambiguous and fast-paced contexts. In a collaborative team setting, you'll work closely with others but will also – after appropriate apprenticeship – be expected to operate autonomously with limited direction to drive progress in your areas of accountability.You will work as part of McKinsey’s global Transformation practice. There will be flexibility in the location of this role across our offices in North America. In the Business Analyst role, you will have the opportunity to work on teams and help organizations across the world - across the private, public, and social sectors - solve some of their most difficult problems and operational challenges. You will work with McKinsey teams comprised of transformation experts, sector/functional specialists, and generalist consultants. You will also work with a variety of individuals at our clients, ranging from the C-Suite to front-line workers.When you join McKinsey, you are joining a firm whose culture is distinctive and inclusive. We will accelerate your development as a leader to create positive, enduring change in the world.McKinsey's Transformation practice helps clients change their trajectory and achieve their full potential through holistic interventions in performance, capabilities and organizational health. Our suite of transformation approaches is underpinned by distinctive tools and technologies and led by transformation specialists who partner with client teams to enable real, sustained change. We hire experienced professionals from industry, private equity, and the restructuring and professional services ecosystem to work side-by-side with our firm's network of industry and functional experts in large-scale transformation programs around the world.