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JOB SUMMARY We are seeking a candidate preferably with experience supporting litigation, with experience in customer service, and Legal assistant experience. Preferably with a background working alongside defense counsel. Success in this role requires a genuinely personable professional who can engage comfortably with clients, maintain a positive presence, and promote long-term relationship building. The ideal candidate brings strong interpersonal skills, communicates with clients in a personable yet professional manner, and can navigate sensitive case matters with discretion, empathy, and sound judgment. The Legal Services customer service representative is a hybrid role that focuses on building client relationships while also providing support to the Operations staff. The position plays an integral role as they are responsible for communication with the customer, reviewer, and staff to ensure a quality report is delivered by the customer's deadline. The Legal Services CSR is responsible for providing a seamless workflow process to ensure a timely completion and the overall completeness of a reviewer report. Completeness is determined by customer requirements, company best practices, and accuracy. Customer service representatives are expected to be able to communicate with clients, reviewers, and be responsible for the receipt of new cases and ensuring proper system drafting and setup. The CSR is also responsible for taking direction and facilitating the case assignment/scheduling process. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results. MAJOR DUTIES & RESPONSIBILITIES Operational Duties and Responsibilities • Assist with Legal inquiries from staff, • Take the lead on any client request, • Train on Workflow processes., • Ensure all Legal client profile instructions are up-to-date and accurate Ability to handle client matters with sensitivity, discretion, and professionalism. Demonstrated ability to engage with clients professionally, provide clear updates, and maintain positive relationships. Handling Receipt of New Cases: • Intake new cases and review/verify information and requests. Draft cases by entering, • information into the Dane Street system., • Work with the client on any information missing pertinent to processing claim., • Sort, organize and create medical document listing - if required by client, and in line with specific special handling. Assignment of Cases: • Assign/schedule new cases to physicians for review with the appropriate physician, based on location, reviewer availability, specific guidelines, jurisdictional requirements and other client requirements., • Ensure that the assigned physician has no conflict of interest with the case assignment. Client Interaction: • Update clients frequently on cases in progress., • May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer., • Ensure proper documentation for specified cases is provided to the client., • Strong communication Skills, • Assign cases to experts, • Forming relationships with Doctors, • Oversight of Cases: • Monitor, process, and track cases to ensure we meet deadlines., • Update clients frequently on cases in progress., • May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer., • Ensure proper documentation for specified cases is provided to the client. Additional Duties Work with the Operations Managers and CSR Supervisors to provide initial/follow-up training to the CSR teams as needed. Research/train on new regulations or client requirements with the CSR teams. May provide oversight to the work of the team members. Continuously improves processes that help to facilitate better turnaround time, peer-to-peer success rates, and lessen returned reports by clients for clarification purposes, ultimately resulting in higher client satisfaction. Other duties & special projects, as assigned and based on business needs. EDUCATION/CREDENTIALS: An Associate’s Degree is preferred. JOB RELEVANT EXPERIENCE: Business experience in a healthcare and/or insurance setting is preferred. JOB RELATED SKILLS/COMPETENCIES: Present exceptional communication skills with a clear understanding of company business lines. The ability to apply critical thinking, manage time efficiently and meet specific deadlines. Computer literacy and typing skills are essential. WORKING CONDITIONS/PHYSICAL DEMANDS: Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement of all work from home position. This job description is subject to change at any time. Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

Corporate Actuarial produces reserving and financial metrics across IFRS 17, US Stat/Health, and Solvency II. The team delivers accurate, forwardlooking financial information that supports senior management, Finance, ERM, Pricing, auditors, and regulators. Results from valuation drive thought leadership and informed decisionmaking across the organization. Your primary responsibility is to manage day to day valuation activities of Munich's LTC line of business, including support of new business activities on LTC products and coordination of valuation of existing business with external consultants. You will have opportunities to lead ad-hoc projects from other line of business within the valuation team. You will be managing actuarial students and the relationship with external consultants supporting the team. • Key contact and liaison between external consultants working on the valuation of existing LTC business, and other internal stakeholders., • Responsibility to help assess, onboard and support quarterly reporting on new LTC transactions., • Support external consultants and CA colleagues in enhancing and improving the existing valuation process to be faster and more efficient., • Manage LTCspecific quarterly and annual closing issues, assumptions, corrections, and control evidence., • Develop and document valuation assumption updates, ensuring alignment with Pricing/ERM and assumption governance., • Quantify sensitivities and stress tests and support deeper insights and analysis of MARCs LTC business., • Strengthen model/process controls: input validation, automated checks, and reproducible workflows., • Ensure LTC model/process changes support Best Estimate reporting, statutory requirements, and emerging deal structures., • Prepare LTC projections for reforecasts, annual plan, ORSAaligned scenarios, stress testing, and capital analysis., • Partner with Pricing and other Corporate Actuarial colleagues on onboarding new LTC deals into valuation., • Collaborate with Finance, Model development, ERM, Claims, and Data teams., • Communicate results to both actuaries and non-actuaries, and work collaboratively across Munich Re, • Assist external reviewers (e.g., auditors), • Effectively manage internal and/or external resources (e.g. consultants), • FSA required, • Bachelor's degree, • Valuation or Financial Reporting experience, • Living benefits/ LTC product knowledge preferred, • Modeling experience (e.g. Moody's AXIS, SQL) preferred Our Benefits • Comprehensive Medical Plans, • PTO and Family Leave, • Retirement Savings Plans, • Dental and Vision Plans, • Life and Disability insurance, • Employee Assistance Program, • Adoption Assistance, • Wellness Programs - Calm, WW, SoFI, Virgin Pulse, • Commuter Benefits, • FSA and HSA Plans About Munich Re Together, we engage with everything we have and are, to help humankind act braver and better. As the world's leading reinsurance company with more than 40,000 employees in over 50 locations around the globe, Munich Re introduces a paradigm shift in the way you think about insurance. By turning uncertainty into manageable risk, we enable fundamental change. We recognize Diversity, Inclusion, and Belonging as a key priority with a culture that welcomes different thoughts and opinions. We dare to think big and are continuously innovating on behalf of our clients. For New York City based employees, the base salary range anticipated for this position is $178,899 to $197,731 plus an opportunity for an annual company bonus based upon a percentage of eligible pay. The salary estimate displayed represents the typical salary range for candidates hired in this position. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Please note that only candidates who are selected for interview will be contacted directly. We thank all candidates for their interest. ___ Save job

Job Title: Executive Publisher Location: New York (Hybrid Working Model) About Springer Nature Springer Nature is one of the leading publishers of research in the world. We publish the largest number of journals and books and are a pioneer in open research. Through our leading brands, trusted for more than 180 years, we provide technology-enabled products, platforms and services that help researchers to uncover new ideas and share their discoveries, health professionals to stay at the forefront of medical science, and educators to advance learning. We are proud to be part of progress, working together with the communities we serve to share knowledge and bring greater understanding to the world. For more information, please visit ___ and follow @SpringerNature About the Role The Springer Journals, Medicine & Life Sciences group is seeking a new Executive Publisher in the New York office to manage and develop the North American society journal portfolio. The Executive Publisher drives the strategic growth, performance, and editorial development of a journal portfolio, while managing and developing a highperforming team and fostering strong relationships with editors, partners, and research communities. Responsibilities Lead & Develop a HighPerforming Team * Build a positive, engaged, and developmental team environment. * Set, communicate, and review clear objectives; support performance and resolve issues. * Provide coaching and encourage continuous improvement and autonomy. * Monitor well-being and foster alignment with the employer brand. Drive Editorial & Portfolio Strategy * Deliver journals with strong author experience and strong engagement from editors/EBMs. * Develop and implement portfolio strategies aligned with wider priorities and market trends. * Set and monitor KPIs and performance targets using a datadriven approach. * Develop tactics to acquire and retain highquality content. Engage with Editors & Research Communities * Build strong relationships with EiCs, EBMs, peer reviewers, and research communities. * Monitor and improve editorial service levels, especially manuscript handling times. * Identify community needs and industry trends (e.g., Open Science, OA, increasing output) and translate them into portfolio initiatives. Manage Society & Institutional Partnerships * Ensure excellent service delivery for publishing partners; address any service issues proactively. * Maintain and grow relationships with key societies * Explore and acquire new opportunities with leading societies, associations and journal owners in your communities Implement Strategy, Policies & Workflows * Ensure team understanding and execution of strategic priorities. * Apply market intelligence and data to guide portfolio decisions. * Lead adoption of new workflows, systems, and policies in collaboration with internal stakeholders. Contribute to the Wider Journals Division * Participate in crossdepartmental projects and working groups. * Collaborate with Publishing Directors and peers to support wider organizational goals. * Act as subjectarea champion to enhance visibility and influence. Experience, Skills & Qualifications * 2+ years of leadership experience managing and developing highperforming teams, including setting direction, coaching performance, and leading through change in a complex or matrixed environment. * Experience building and maintaining effective relationships with external partners, particularly academic societies, institutions, or journal owners. * 5+ years of experience contributing to or leading the strategic management of a journal or publishing portfolio, with responsibility for performance, growth, and longterm planning. * Experience managing journals at a Senior Publisher level preferred. * Strong stakeholder management and communication skills, with the credibility to engage and influence senior internal leaders, EditorsinChief, Editorial Boards, societies, and research communities. * Deep understanding of the scholarly publishing ecosystem and research lifecycle, ideally within life sciences, including editorial workflows, peer review, and research integrity. * Strong commercial and strategic mindset, with the ability to balance editorial excellence, author experience, partner expectations, and sustainable business outcomes. * Datadriven approach, with confidence using KPIs and performance insights to inform decisions and improve portfolio outcomes. * Familiarity with key industry trends such as Open Access, Open Research, and increasing publishing scale and complexity. * Demonstrated ability to implement strategy, policies, and new workflows, working collaboratively with crossfunctional teams. * Bachelor's degree required; advanced degree in a relevant field is advantageous, preferably in medicine or life sciences Springer Nature Skills associated with this Job Profile include: SN-Data analytics / Quantitative Skills, SN-Scientific Comprehension, SN-Market Intelligence, SN-Portfolio Development & Management, SN-Adaptability, SN-Builds Networks, SN-Goal Alignment, SN-Business Insights, SN-Strategic Mindset, SN-Consulting Skills, SN-Business Development Springer Nature US provides a comprehensive and competitive benefits package which includes the benefit offerings listed below: * Medical, Dental and Vision * 401(k) with company match and contribution * Hybrid office working policy, Summer Hours, and paid time off * Flexible Spending and Commuter programs * Multiple Life insurance options * Disability coverage * Tuition Assistance * Voluntary benefits: Identity Theft Protection, Pet Insurance, and Legal Assistance Insurance * Employee Assistance Program * Family friendly benefits and a variety of employee discounts * An array of Employee Social Networks US Annualized Base Salary Range: $115,000 - $135,000. This role is eligible for an annual performance-related bonus plan. The salary offer may vary based on work experience, education, skill level, and equity. The US salary range does not align with the salary ranges in other countries when converted to the currency of that country. Springer Nature is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following ___ poster. At Springer Nature, our mission is to be part of progress - and that begins with inclusion: of people, perspectives, and ideas. We believe that diverse perspectives drive progress, and we are committed to creating an environment where people and ideas can flourish. If you have any access needs related to disability, neurodivergence or a chronic condition, please contact us so we can make all necessary accommodation. Find out more about our DEI work here: ___ For more information about career opportunities in Springer Nature please visit ___ #LI-EG1

Together, we engage with everything we have and are, to help humankind act braver and better. As the world's leading reinsurance company with more than 42,000 employees in over 50 locations around the globe, Munich Re introduces a paradigm shift in the way you think about insurance. By turning uncertainty into manageable risk, we enable fundamental change. We recognize Diversity, Inclusion, and Belonging as a key priority with a culture that welcomes different thoughts and opinions. We dare to think big and are continuously innovating on behalf of our clients. The Group reporting team produces reserves and other financial metrics under IFRS17 and SII accounting regimes. Our mission is to produce forward-looking, accurate and relevant financial information that stakeholders with unique interests use to make decisions. YOUR JOB: Your primary responsibility is to support the IFRS17 and SII valuation across all lines of business for Munich Re Life US. Valuation and Financial Reporting: • Support the preparation of quarterly results under IFRS17 and SII across multiple onshore and offshore entities, including data delivery, attribution analysis, preparation of disclosures and communication of results., • Support the preparation of financial projections and key performance indicators for strategic and financial planning processes., • Support assumption updates and valuation model changes under IFRS17 and SII., • Identify and implement enhancements to our data, systems and processes., • Identify result drivers and perform attribution analysis under IFRS17 and SII., • Effective communication of results to various stakeholders with varying levels of knowledge of IFRS17 and SII., • Build relationships across the US organization and beyond., • Support requests from home office and external reviewers (e.g., auditors). YOUR PROFILE: • ASA or near ASA, • Minimum 2 years of experience, • Bachelor's degree in mathematics, quantitative discipline, actuarial science, or related field, • Life insurance product knowledge including product design, features, and risks, • Valuation or Financial Reporting experience is preferred, • Knowledge about IFRS17, SQL and/or GGY AXIS is a plus Our Benefits • Comprehensive Medical Plans, • PTO and Family Leave, • Retirement Savings Plans, • Dental and Vision Plans, • Life and Disability insurance, • Employee Assistance Program, • Adoption Assistance, • Wellness Programs - Calm, WW, SoFI, Virgin Pulse, • Commuter Benefits, • FSA and HSA Plans, • Hospital Indemnity, Critical Illness and Accident Plans At Munich Re US, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Munich Re Together, we engage with everything we have and are, to help humankind act braver and better. As the world's leading reinsurance company with more than 40,000 employees in over 50 locations around the globe, Munich Re introduces a paradigm shift in the way you think about insurance. By turning uncertainty into manageable risk, we enable fundamental change. We recognize Diversity, Inclusion, and Belonging as a key priority with a culture that welcomes different thoughts and opinions. We dare to think big and are continuously innovating on behalf of our clients. For New York City based employees, the base salary range anticipated for this position is $109,187 to $145,584, plus an opportunity for an annual company bonus based upon a percentage of eligible pay. The salary estimate displayed represents the typical salary range for candidates hired in this position. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Please note that only candidates who are selected for interview will be contacted directly. We thank all candidates for their interest. ___ Save job

Job Title: Associate Editor / Editor, Astronomy (Books) Location: New York (Hybrid Working Model) About Springer Nature Springer Nature is one of the leading publishers of research in the world. We publish the largest number of journals and books and are a pioneer in open research. Through our leading brands, trusted for more than 180 years, we provide technology-enabled products, platforms and services that help researchers to uncover new ideas and share their discoveries, health professionals to stay at the forefront of medical science, and educators to advance learning. We are proud to be part of progress, working together with the communities we serve to share knowledge and bring greater understanding to the world. For more information, please visit ___ and follow @SpringerNature About the Role Springer Nature is looking to hire a dynamic, progressive Acquisitions Editorial colleague to build our Astronomy book list. We are open to hiring either an Associate Acquisitions Editor or an Acquisitions Editor, depending on experience level, who will be based in our New York City office. This is a wonderful opportunity for someone looking to build a network in the Astronomy field and source authors to publish with the esteemed Springer Nature brand. The Associate Editor/Editor is responsible for the growth of part of the company's astronomy, astrophysics, and space science book portfolio via acquisition as well as development of existing assets consistent with the company's reputation as a leading academic publisher. The role involves extensive author and editor contact, management of book series, book proposal development and review, contract negotiation, preparation of book manuscripts for production, promotional planning and monitoring of sales, budget and financial planning, and long-range planning for growth and development of the program. Responsibilities Editorial Acquisition * Pursues an active and efficient acquisitions policy through correspondence, required meetings/trips, telephone, consultations with advisors, etc. * Solicits, assesses, and develops book proposals * Approximately 25-30% travel, as well as strong initiative and independent functioning. * Attends key astronomy and space science conferences and visits scientists at their institutes for the purpose of book acquisition. This also includes planning, setting up, and staffing exhibits of relevant publications. * Prepares, negotiates, and executes publishing contracts. * Maintains and develops a circle of external reviewers and advisors and evaluates their judgments. Project Development and Management * Manages and develops a selection of astronomy and related book series. * Supervises final editorial preparation of book manuscripts for production. * Discusses, assumes, and proposes financial and budgetary plans for the program. * Develops guidelines, plans, reporting systems, etc., for publishing plans and projects. * Performs related duties as required. Strategic Planning * Assesses trends and funding in Astronomy and Space Sciences; evaluates strategies, strengths, and weaknesses of competitors. * Prepares long-term planning documents and strategic goals as requested. * Maintains communication with US, European, and Asian editorial counterparts about specific immediate questions as well as long-term strategy questions. * Reviews and discusses new projects and plans with editorial colleagues, particularly in overlapping areas. Experience, Skills & Qualifications * Bachelor's degree in a STEM field required; preference for degrees in thenatural sciences (astronomy, space sciences, physics);advanced degree (MSc or PhD) ideal. * Experience as an acquisitions editor or related editorial/publishing experience is highly desirable. * Excellent interpersonal, organizational, and communication skills are required. * Must be willing and able to travel To Apply: Please submit an updated CV, along with a cover letter introducing yourself and explaining why you are interested in this role Springer Nature US provides a comprehensive and competitive benefits package which includes the benefit offerings listed below: * Medical, Dental and Vision * 401(k) with company match and contribution * Hybrid office working policy, Summer Hours, and paid time off * Flexible Spending and Commuter programs * Multiple Life insurance options * Disability coverage * Tuition Assistance * Voluntary benefits: Identity Theft Protection, Pet Insurance, and Legal Assistance Insurance * Employee Assistance Program * Family-friendly benefits and a variety of employee discounts * An array of Employee Social Networks US Annualized Base Salary Range: Associate Editor - $66,300 - $75,000 / Editor - $80,000 - $90,000. The salary offer may vary based on work experience, education, skill level, and equity. The US salary range does not align with the salary ranges in other countries when converted to the currency of that country. Springer Nature is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following ___ poster. At Springer Nature, our mission is to be part of progress - and that begins with inclusion: of people, perspectives, and ideas. We believe that diverse perspectives drive progress, and we are committed to creating an environment where people and ideas can flourish. If you have any access needs related to disability, neurodivergence or a chronic condition, please contact us so we can make all necessary accommodation. Find out more about our DEI work here: ___ For more information about career opportunities in Springer Nature please visit ___ #LI-EG1

Job Description Don't see a role that fits your background? We're always on the lookout for talented individuals to join our team. If you're ready to be part of something extraordinary, we want to hear from you! We'll reach out if any of the hiring managers are interested in your background. About Seekeasy Seekeasy builds recommendation engines powered by generative AI and by experts, reviewers, and influencers. As a funded pre-seed startup and a veteran team, we're on a mission to deliver recommendations that are trusted, informed and crafted for you. The Opportunity * Build for the new internet era: Generative AI is profoundly transforming how we consume and engage with content. Seekeasy is building the technologies that can take GenAI recommendations from “good enough” to “great” - we’re working to create something that is useful to millions of people every day. * Pioneer AI-driven technology: Harness the latest advancements in computer vision, NLP, and generative AI to build recommendation engines that reshape how people discover places, products, and content. * Join a veteran team: We are a team of seasoned startup veterans and know how to navigate the challenges of early-stage companies. You’ll have the support of a battle tested, low ego team to help you get what you need to get things done. * Solve real-world challenges: Work on problems that matter. Your solutions will directly impact how millions of users discover and engage with digital content. Who You Are * You are a builder: You love to build, ship, get feedback, and iterate - because that’s the only way to know what’s working and what’s not. * You are an owner: You take pride in your work and can operate autonomously to drive your work forward. Seekeasy is not the right fit for people who default to waiting for instructions. * You are a team player: You see yourself as part of the team, not just as someone working on the same project. Whatever it takes for the team to succeed, you want to be a part of it. Benefits * Generous equity grant – be a true owner in the company you're building. * Comprehensive health, dental, and vision insurance – we cover 100% for employees and 80% for dependents. * Flexible vacation policy – we need people at their best at all times, and we trust you to manage your time. When you’re off, be fully off. When you’re on, be fully present and let’s get things done. Seekeasy is committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other legally-protected status. We are committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process - please contact to request an accommodation. Seekeasy will consider qualified applicants with criminal histories in a manner consistent with applicable law.

Job Description Purpose of Position The Collateral Risk Manager supports the Credit Risk Management department by managing procurement, coordination, and administration of third-party collateral reports including appraisals, environmental reports, and Property Condition Reports (PCRs/PCAs) for commercial real estate lending and portfolio management. The role emphasizes workflow management, vendor communication, appraisal review, invoice processing, and regulatory compliance. Essential Job Functions: Third-Party Report Procurement & Coordination • Manage the ordering of third-party due diligence reports including, appraisals, environmental reports, and PCR/engineering assessments., • Prepare engagement letters following internal and regulatory requirements., • Coordinate timelines, scope details, and deliverables with vendors., • Track report progress and provide updates to internal stakeholders. Oversight of Appraisal & Review Processes • Direct the appraisal lifecycle: scoping, vendor assignment, review, and acceptance., • Maintain valuation independence structures and enforce regulatory firewalls., • Evaluate 3rd party reviews for credibility, regulatory compliance, and methodological soundness., • Lead coordination of resolution matters with 3rd party providers including appraisers & reviewers. Vendor Management & Compliance Support • Maintain vendor documentation including licenses, E&O insurance, and compliance materials., • Assist with onboarding new valuation, environmental, and engineering vendors., • Track vendor performance issues and escalate as appropriate. Invoice Management & Administrative Support • Receive, validate, and process third-party vendor invoices., • Resolve billing discrepancies and coordinate with Accounts Payable., • Maintain job dissemination and invoice records for audit support. Workflow, Reporting & Documentation • Keep accurate pipeline trackers and workflow logs., • Update internal systems with delivery dates, vendor notes, and completed reports., • Support the Senior Credit Officer / Chief Appraiser in Policy enhancements, preparing audit exhibits, and Board materials. Cross-Functional Collaboration • Provide professional communication and support to internal and external partners., • Responsiveness within the CRM group and the lending team is a must. Knowledge, Skills and Experience Requirements: Required Qualifications • Minimum 7 years of experience appraising and/or reviewing., • Minimum 4 years of experience working in regulated financial institution., • Must have clear understanding of USPAP, • Strong administrative and organizational skills., • Proficiency in Excel, Word, and workflow systems., • Experience coordinating 3rd party vendors, • High attention to detail and accuracy., • Certified General appraisal license. Preferred Qualifications • Proficiency with Collateral 360., • Familiarity with environmental due diligence and PCR reporting., • Expertise in NYC Multifamily tax benefits. Our job titles may span more than one career level. The starting base salary for this role is between $130,000 – $150,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionDo you want to transition out of public accounting while still utilizing your past experience and join a high growth tech company? Our Business Development Representative (BDR) team is a high impact group made up of former public accountants that are starting their sales career. We are looking for motivated individuals who are determined to add value and are driven by team wins and sales commissions. Our solution is targeted at those responsible for the finance and accounting functions within organizations of all types and sizes. We call on key client stakeholders within the office of the Chief Financial Officer (CFO). If you want to advance your career into a client-facing sales role, this job is for you. Past Audit/Accounting experience is REQUIRED, candidates without this experience will not be considered at this time. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. Check out our BDR Video!What You'll Do • Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives at potential clients, • Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions for FloQast to help resolve them, • Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads), • Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media etc., • Meet or exceed daily/weekly activity targets for: Conversations with key influencers and decision makers via outbound communication efforts: Scheduling and conducting introductory qualifying calls; Converting qualified prospects to scheduled demos for Account Executives, • Track progress and document activities in Salesforce automation systems, • Effectively work cross functionally with stakeholders, including Account Executives, Marketing, and Sales ManagementWhat You'll Bring:, • Past Audit/Accounting experience is REQUIRED, any amount of Audit/Accounting experience is acceptable to apply, • Demonstrated ability and desire to learn new concepts, • Eager to be coached, • Commitment to self-improvement and success, • Team player with a collaborative orientation, • Ability to remain organized and execute in a fast-paced environment, • Tenacious and committed to exceeding targets, • Excellent verbal and written communication skills, • Competitive, ambitious and driven, with a self-starter attitude, • Interested in starting a sales careerNice-to-Haves:

Job Description As a Forward Deployed Accountant (FDA), you’ll lead the deployment of FloQast’s Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency. You’ll work directly with customers to understand their processes, configure automation solutions, and deliver tangible outcomes. This is a customer-facing role for accounting professionals who are eager to apply their domain knowledge in a technical setting and grow their skills at the intersection of finance and AI-powered automation. *Visa sponsorship is NOT available at this time This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. What You'll Do: • Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams, ensuring accurate configuration, testing, and documentation., • Enable corporate accounting teams to build and deploy AI Agents by delivering structured training, hands-on workshops, guided build sessions, and office hours, while supporting customers in identifying automation opportunities, assessing use case feasibility, and use case scoping., • Accelerate adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents., • Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed., • Support product improvement by sharing customer feedback and observations, participating in feature testing, and identifying usability gaps or enhancement opportunities., • Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency., • Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops., • Lead internal enablement sessions by training team members on Transform’s Agent-building tools, sharing technical best practices, and equipping them to confidently support customers in building and deploying AI Agents.What You'll Bring:, • 2–4 years of experience in accounting, audit, or accounting operations roles, with strong familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities., • Background in accounting required, CPA preferred. Experience in public accounting, audit, or corporate accounting is strongly preferred., • Familiarity with workflow automation, system optimization, or technology-enabled accounting processes., • Familiarity with data-flow, API, and integration concepts commonly used in accounting system., • Strong communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams., • Ability to break down complex accounting processes and convert them into structured automation steps, • Strong organizational skills to manage training schedules, documentation, and customer enablement activities., • Willingness to travel for corporate customer training, workshops, and enablement engagements.Nice to Haves:, • CPA or degree in Accounting or Finance, • Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions., • Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and accounting close processes, • Familiarity with AI or automation platforms: LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders, • Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect, • Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems, • Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows

Job Description The Accounting Success Manager, CAS will be a part of a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution, with an emphasis on the Client Accounting Services industry. Once onboarded, this role helps to maintain high levels of satisfaction and engagement among our customers to ensure their long-term success with the application. Having previous experience as an Accounting Professional helps to build instant rapport with our customer base by utilizing the skills you have learned to ensure optimal success on our software. If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Leading client launch calls and giving clients an overview of the FloQast implementation process and timeline for our CAS customers, • Reviewing clients' current close documentation and consulting them on best practices within the software, • Design and configure solutions that align with customer needs while adhering to platform standards and best practices, • Manage and execute implementation timelines, milestones, and deliverables across multiple concurrent customers, • Taking part in client calls to scope the FloQast implementation and understand client needs, • Organizing the client close checklist and reconciliations into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account, • Managing client progress and driving status update meetings internally, • Tracking client adoption and driving the optimization of their FloQast account, • Provide outstanding customer service to FloQast’s CAS customers, responding to all client’s inquiries, providing product training, and act as internal liaison between Setup/Implementation, Product, and Marketing departments., • Collaborate with the CAS ASM team and ASM Leadership to forecast risk, identify growth opportunities, and develop strategies to mitigate churn, ensuring customer satisfaction and retention, and a near-zero churn rate with existing CAS customers., • Manage customer training, education, & project management to increase product and feature adoption., • Forecast and track key account metrics and use key performance indicators (KPIs) to guide your success planning., • Travel will be required up to 30%., • Any other tasks that may be assigned to help the company meet its goals.What You'll Bring:, • BA/BS degree in Business Administration, Accounting, Finance or relevant fields., • 1+ years of private or public accounting experience required, • BS degree in Accounting, Finance or related field, • Thorough knowledge of basic accounting procedures and principles, • Ability to interact with client teams at various levels of technical and non-technical depth, • Proven ability to manage multiple projects at a time while paying strict attention to detail, • Excellent listening and presentation skills, • Excellent verbal and written communication skillsNice-to-haves:, • CPA or related professional accounting certification., • Prior experience with FloQast or similar month-end close software will make you a seamless addition to our team., • Proven track record of managing customer escalations, setting clear expectations, and negotiating win-win solutions., • Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships., • Experience using Salesforce, Gainsight, Slack, and G-Suite, or other similar applications

Job DescriptionAs a Senior People Business Partner, you’ll support the Customer Experience (CX) and Post-Sales organizations, partnering with leaders across Customer Success, Support, Onboarding, Professional Services, and related customer-facing teams. You’ll provide strategic guidance, coaching, and people insights that strengthen team effectiveness and support organizational growth. You’ll act as the primary People advisor and day-to-day escalation point for Post-Sales organizations, providing judgment, clarity, and coaching across organizational design, change management, performance, and leadership effectiveness. While you’ll collaborate closely with the Sr. Director of People Business Partners for company-wide initiatives or sensitive escalations, you’ll autonomously own the daily partnership and decision-making that enables the teams you support to thrive. This role is ideal for someone who thrives in a dynamic, high-growth environment — a strong operator who can translate business context into People strategy and knows when to move independently versus when to align upward.FloQast is a fast-growing company experiencing rapid growth, and we're excited about our team's impact on the company’s business. FloQast fosters a diverse, collaborative, and innovative culture with plenty of opportunities for ownership and professional growth. *Visa sponsorship is NOT available at this time This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. What You'll Do: • Serve as a Senior People Business Partner supporting leaders across CX and Post-Sales, building strong relationships and providing guidance on people-related matters. Collaborate with PBPs cross-functionally to maintain alignment and consistency., • Act as the primary escalation point and trusted advisor on all People-related matters across CX and Post-Sales, using sound judgment to assess when to involve the Sr Director of PBPs or other cross-functional partners., • Lead initiatives in organizational design, change management, leadership coaching, and performance culture, ensuring CX and post-sales teams are structured and empowered for growth., • Partner with Finance, Talent Acquisition, Total Rewards and People Ops to align on headcount strategy, workforce planning, and organizational scalability., • Drive manager and leadership effectiveness by providing coaching, frameworks, and practical guidance to build strong, accountable teams., • Support the execution of People programs — including performance cycles, compensation planning, promotions, and talent reviews — within your assigned groups., • Identify and surface trends across CX and Post-Sales — including engagement, turnover, performance, development, and customer-impacting patterns — to inform People decisions and leadership visibility., • Collaborate with other PBPs to ensure alignment, consistency, and shared learning across functions., • Mentor and coach PBPs supporting GRO, helping to strengthen their business acumen, judgment, and partnership capabilities; while this role has no direct reports, it plays a key role in developing and elevating the broader PBP team., • Own key CX People dashboards and metrics, ensuring data accuracy and visibility; proactively identify ways to keep the Sr Director of PBPs informed and maintain a pulse on organizational health and sentiment., • Build strong cross-functional relationships with Total Rewards, Talent Acquisition, People Ops, and other partners to ensure People programs and processes are effectively implemented and aligned to business needs., • Any other tasks that may be assigned to help the company meet its goalsWhat You'll Bring:, • 5–7+ years of progressive HR/People Business Partner experience, ideally supporting Customer Experience, Support, SaaS Post-Sales, or Go-To-Market teams in high-growth environments., • Deep expertise in executive partnership, organizational design, and change management., • Exceptional business acumen; you understand pipeline, forecasting, and customer journeys and can speak the language of revenue leaders., • Ability to operate independently with senior executives, exercise strong judgment, and discern when to escalate or seek alignment., • Strong influencing and communication skills, with the ability to build trust across all levels of the organization., • A data-driven mindset and comfort navigating ambiguity to create clarity and direction., • Proven success in managing multiple priorities and leading through change in fast-paced, scaling organizations., • Strong strategic thinking, with a proven successful track record of designing, developing, and aligning People initiatives with business objectives to support operations and international expansion., • High degree of proficiency with GSuite, Slack, and Zoom applications or other similar collaboration tools is a must., • Emotional intelligence and a collaborative mindset, with a focus on finding scalable solutions, driving positive outcomes, and doing what is best for the business., • Commitment to upholding exceptional ethical principles and integrity in all HR practices., • Comfortable with change, ambiguity, and risk and can comfortably adapt and respond to the changing demands of a fast-paced high-growth environment., • Ability to prioritize workload and self-manage multiple programs, balance speed and quality of work, and meet ambitious deadlines., • Ability to turn obstacles into challenges and to motivate to keep morale and productivity high.

Job DescriptionThis role plays a pivotal role in empowering FloQast's direct sales team. As a Solutions Architect, you will be a product and compliance expert who will co-sell our Connected Compliance solutions with Account Executives to prospects and existing clients. As a liaison between sales and clients, you will be the go-to resource for tackling compliance-specific inquiries, scenarios, and other elements that arise throughout the sales cycle, all with the goal of driving revenue to its fullest potential and nurturing the development of our sales representatives. You will be responsible for delivering the Solution WIN for our Connected Compliance solution as part of the broader platform win story. You will be responsible for carrying an ARR growth quota for the Compliance business. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Join various remote & on-site demonstration meetings with sales reps to help answer technical/operational compliance questions., • Project manage strategic post-sale implementations to ensure clients achieve their specific success metrics and realize the full value of FloQast Connected Compliance., • Effectively track success metrics during pre-sales discovery to communicate with post sales teams on why customers purchased FloQast (Close, Transform, Compliance), • Lead internal training and design educational content to elevate the sales team’s compliance expertise, focusing on effective positioning, objection handling, and articulating the unique value proposition of the FloQast platform., • Coordinate with product, support & setup team(s) to understand roadmap developments & act as a liaison between direct sales & setup team to ensure a smooth implementation., • Assist partnership/consulting team in running demonstrations for PE and Partner firms, • Assist Customer Success team by joining calls with current clients to address compliance-related questions, support customer retention, continue to drive home and assist with tracking of success metrics, • Serve as the resident subject matter expert on the GRC landscape, analyzing competitor differences and historical win-loss data to refine sales strategies and strengthen partnership initiatives., • Revise & organize IT / sales collateral necessary for direct sales team., • Consult with the BVC (Business Value Consulting) team to build custom solutions and ROI metrics for Value engagements, • Respond to Compliance related RFPs, • Travel required, up to 30%, • Other duties as assigned by leadership What You'll Bring:, • Experience: 4+ years in Internal Audit or Risk Advisory, • Education: Bachelor’s degree in Business, CS, Finance, Law, or equivalent practical experience., • Technical Expertise: Deep knowledge of frameworks (SOX, COSO, ISO 27001) and the ability to translate complex technical concepts for any audience., • Sales Acumen: Proven track record of mastering new platforms, identifying customer pain points, and building compelling business cases or strategic solution strategies., • Communication: Exceptional presentation and writing skills, including experience creating marketing content (e.g., LinkedIn, podcasts)., • Stakeholder Management: Skilled at engaging executive-level stakeholders and maintaining strong client relationships., • Collaboration: Ability to work cross-functionally with Sales, Product, and Customer Success to drive growth and market-enablement initiatives., • Mindset: A proactive self-starter who stays ahead of market trends and customer needs.Nice to Have:, • Certifications in GRC or audit (e.g., CISA, GRCP) are a plus., • Prior Solutions Architect or Solutions Consulting experience., • Experience with compliance-specific software solutions is highly desirable, understanding of the competitive landscape.

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral finance Location & Work Model Hybrid — New York City. Preference for candidates based in or willing to work from New York City. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.Compensation & Benefits, • Base Salary: $237,000 – $280,000 (New York City range), • Equity participation A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Job DescriptionAbout the Role Our client, a leading quantitative investment firm, is seeking a Systematic Fixed Income Portfolio Analyst to support its fixed income and macro investment initiatives. This role offers the opportunity to work alongside experienced portfolio managers, quantitative researchers, and technology professionals in a highly analytical, fast-paced environment.The ideal candidate is intellectually curious, technically skilled, and passionate about applying data-driven analysis to financial markets. This individual will contribute to portfolio analytics, investment research, risk evaluation, and the ongoing enhancement of systematic investment processes. Key Responsibilities • Support portfolio managers and investment teams through quantitative analysis, portfolio monitoring, and market research., • Develop and maintain analytical tools used for portfolio evaluation and risk assessment., • Analyze large datasets to identify trends, anomalies, and actionable investment insights., • Assist in the implementation and refinement of systematic investment approaches across fixed income markets., • Collaborate with technology and research teams to improve workflow automation and reporting capabilities., • Evaluate portfolio exposures and assist with performance attribution and risk analysis., • Produce reporting materials and investment analytics for internal stakeholders., • Contribute to ongoing research projects related to financial markets, portfolio construction, and investment strategy development.Qualifications, • Bachelor’s or Master’s degree in Mathematics, Statistics, Computer Science, Engineering, Economics, Finance, Physics, or another quantitative discipline., • 1–4 years of experience in portfolio analytics, quantitative research, investment management, risk analysis, or financial technology., • Familiarity with fixed income products, macroeconomic analysis, or systematic investment strategies is a plus., • Exposure to machine learning, cloud technologies, or data engineering tools is beneficial.Compensation will be competitive and commensurate with experience. Bonus eligibility included.Benefits may include:, • Medical, Dental, and Vision Insurance, • 401(k) Retirement Plan, • Paid Time Off and Holidays, • Professional Development Opportunities

Job Description Position Overview Harris Energy Solutions, LLC (HES) is a nationwide Energy Consulting Services firm. HES offers a full suite of consulting services, including Building Energy Modeling, Renewable Energy Consulting, Master Planning, Energy Audit, Building Commissioning, Measurement and Verification, and Building Retro-Commissioning. We pride ourselves on the work we perform and the services we provide. HES is hiring an Energy Engineer specializing in Energy Modeling to join our team. The Energy Engineer (Energy Modeling) will perform whole-building energy simulations to support design decisions, code compliance, certification programs, and decarbonization planning. This role focuses on accurate, well-documented building energy models that translate design intent into actionable energy and cost insights. Responsibilities • Perform Whole-Building Energy Modeling: Develop baseline and proposed energy models in eQUEST, OpenStudio/EnergyPlus, IES-VE, Trane TRACE 3D Plus, or Carrier HAP for new construction, major renovation, and retrofit projects., • Drawing and Specification Review: Review architectural, mechanical, electrical, plumbing, and envelope documents to identify model inputs, including geometry, constructions, occupancy, lighting, plug loads, HVAC systems, and operating schedules., • Code Compliance and Certification Modeling: Produce ASHRAE 90.1 Appendix G performance-path models, IECC compliance models, and certification submissions for LEED EAp2/EAc1, ENERGY STAR, Passive House, and similar programs., • Support Local Decarbonization Compliance: Develop models supporting compliance with local laws and stretch codes (e.g., NYC Local Law 97, Title 24, Boston BERDO, Washington Clean Buildings Act)., • Parametric and Design Optimization Studies: Run parametric analyses on envelope, HVAC systems, controls, and renewable energy options; quantify life-cycle cost and carbon impacts to support design decisions., • Calibrate Existing Building Models: Calibrate energy models against utility billing or interval data per ASHRAE Guideline 14 standards for retro-commissioning, deep retrofit, and ESPC projects., • Renewable Energy Modeling: Support photovoltaic, solar thermal, geothermal, and battery storage modeling using tools such as PVsyst, SAM, and integrated simulation tools., • Bachelor's in engineering (Mechanical, Architectural, Electrical, or Facilities) or Building Science, • 1-3 years of energy modeling experience, including at least one internship, co-op, or full-time role, • Hands-on experience with at least one of: eQUEST, OpenStudio/EnergyPlus, IES-VE, Trane TRACE 3D Plus, or Carrier HAP, • Working knowledge of ASHRAE 90.1 (especially Appendix G), ASHRAE 62.1, and applicable energy codes (IECC, Title 24, state stretch codes), • Understanding of HVAC system types, controls, building envelope, and renewable systems, • Familiarity with LEED energy modeling submission requirements preferred, • Strong Excel skills; experience with Python, Ruby, or scripting against modeling tools is a plus, • Experience with large commercial and multi-family buildings preferred but not necessary, • EIT, BEMP, CEM, or LEED AP BD+C credential preferred (or willingness to obtain), • Strong analytical, writing, and presentation skills, • Passionate about mitigating climate change, • Collaborative and a strong team player, • Self-motivated with the ability to multitask and pay attention to detail, • Ability to work independently and within a team environment Job Type: Full-time Pay: $70,000.00 - $82,000.00 per year Benefits • 401(k) (Traditional and Roth options), • 401(k) Safe Harbor, • Medical Insurance, • Dental Insurance, • Vision Insurance, • HSA option, • Paid Time Off, • Paid Holidays, • Profit Share Plan, • Company Covered Disability Insurance (LTD, STD), • Company Covered Life Insurance, • 8-hour shift EEO Statement: All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, or sex.

Job Description FloQast is seeking a Director, People Business Partner (GTM) to play a pivotal role in our continued evolution as a market leader in accounting workflow automation. Serving as a strategic architect of organizational health and high performance, you will report to the VP of People and act as the lead strategic partner to FloQast’s GTM leadership team across Sales, Marketing, and Customer Success. You will go beyond traditional HR support to act as a deeply embedded business advisor, translating FloQast’s ambitious growth objectives into scalable people strategies. Your mission is to ensure our GTM teams have the elite talent, visionary leadership, and high-performance culture necessary to drive hyper-growth and sustained market excellence. *Visa sponsorship is NOT available at this time This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. What You'll Do: * Strategic Leadership & Partnership: Act as a primary advisor to GTM Executives, providing strategic guidance on organizational design, succession planning, performance management, executive coaching, and workforce planning to support rapid scaling. * Organizational Design & Effectiveness: Proactively identify organizational gaps and lead large-scale initiatives to optimize GTM team structures, ensuring alignment between business goals and team execution. * Talent Strategy & Succession: Lead the GTM talent management lifecycle, including high-stakes succession planning, performance management, and the development of high-potential leaders. * Change Management & Culture: Champion and lead complex change management initiatives across the GTM organization. Foster a culture of high performance, accountability, and inclusivity that reflects our core values. * Data-Driven Decision Making: Leverage advanced people analytics to identify trends, provide deep insights into GTM organizational health, and drive proactive solutions for retention, engagement, and performance. * Cross-Functional Collaboration: Partner closely with People Centers of Excellence (Total Rewards, Recruiting, HRIS) to design and deliver high-impact programs tailored to the unique needs of a high-velocity GTM environment. * Global Scale & Expansion: Experience supporting international GTM expansion, including navigating global employment laws, cultural nuances, and localized compensation strategies as FloQast expands its global footprint. * Employee Relations & Compliance: Oversee complex employee relations matters with a focus on risk mitigation and high-standard resolutions, ensuring a fair and equitable environment for all. * Any other tasks that may be assigned to help the company meet its goals What You'll Bring: * Strategic PBP Experience: 10+ years of HR experience, with at least 5+ years in a senior People Business Partner role specifically supporting GTM, Sales, or Marketing organizations within a high-growth technology or SaaS company. * Executive Presence: Proven ability to build trust and influence at the C-suite and VP levels. You are a confident advisor who can navigate complex organizational dynamics with poise and professional maturity. * Business Acumen: Deep understanding of GTM business models, sales cycles, and performance metrics (e.g., quotas, churn, CAC). You speak the language of the business. * Partnerships within the G&A Function: Track record of working closely with Finance, Accounting, and Operations teams on day-to-day tasks and large-scale impactful projects. * Scale & Growth Mastery: Demonstrated experience leading People strategies during periods of rapid scale (e.g., doubling headcount, international expansion, or post-IPO). * Analytical Mindset: Expert-level ability to interpret data and use it to tell a compelling story that drives executive action. * AI Mastery: Adept at integrating AI-driven insights and automation to streamline organizational design and talent analytics, enabling more agile decision-making in fast-paced SaaS environments. * Communication Excellence: Exceptional written and verbal communication skills, with the ability to articulate complex people strategies in a clear, relatable way. * Educational Background: BA/BS degree required; Advanced degree (MBA or Master’s in HR/Organizational Development) or high-level HR certification (SHRM-SCP/SPHR) preferred. The base pay range for this position is $200,000 - $255,000. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. #LI-SB1#LI-hybrid#BI-hybrid About FloQast:FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:Unwaveringly Authentic Ambitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work!- Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)- Built In’s Best Place to Work in Los Angeles 7 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description As a Forward Deployed Accountant (FDA), you’ll play a pivotal role in driving adoption, expansion, and technical success for FloQast’s Transform product line. You’ll work directly with enterprise customers — and occasionally select corporate accounts — to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation. This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you’ll be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this time What You'll Do: • Architect, deploy, and operationalize AI Agents that automate complex accounting processes to streamline accounting operations, strengthen internal controls, and accelerate financial processes., • Lead high-impact transformation engagements with enterprise accounting teams to diagnose operational bottlenecks, evaluate financial processes, and identify opportunities to automate accounting workflows with AI Agents., • Drive enterprise adoption and expansion by engaging directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization., • Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems., • Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic. This includes reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations., • Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts. Design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes., • Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth., • Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects., • Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops., • Serve as a trusted advisor and ambassador of the Transform product line. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent buliding, and best practices for sustainable operational improvement.What You'll Bring:, • 6+ years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions, with a deep understanding of core accounting operations., • Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment., • Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting)., • Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts, • Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows, • Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams, • Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences, • Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success, • Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.Nice-to-haves:, • CPA or degree in Accounting or Finance, • Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions., • Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and accounting close processes, • Familiarity with AI or automation platforms: LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders, • Hands-on experience with basic scripting (e.g., Python or JavaScript), • Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect, • Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems, • Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows

Job Description The Accounting Technology Consultant (ATC) will join FloQast’s Professional Services organization to deliver high-quality implementations for customers adopting our Compliance Management solution. This is a customer-facing consulting role responsible for owning implementation delivery from kickoff through go-live. Our ATCs partner directly with accounting, compliance, and internal audit teams to understand their risk and control frameworks, design effective system configurations, and ensure customers realize value quickly and confidently. The role requires strong accounting fundamentals, an understanding of compliance and control processes, excellent communication and organizational skills, and the ability to manage multiple customer engagements simultaneously. ATCs are accountable for execution quality, customer experience, and on-time delivery, with a direct impact on customer satisfaction and long-term success with FloQast. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Own end-to-end customer implementations, serving as the primary delivery point of contact from kickoff through go-live, • Lead structured discovery to understand customer compliance programs, risk and control frameworks, and audit requirements, • Configure FloQast Compliance Management to align with customer processes, including risks, controls, workflows, and evidence collection, • Guide customers through best practices for structuring controls, documentation, and ongoing compliance processes, • Plan, manage, and execute implementation timelines, milestones, and deliverables across multiple concurrent customers, • Proactively manage risks, dependencies, and scope to keep implementations on track, • Lead customer working sessions and walkthroughs with confidence and professionalism, • Communicate clearly and consistently with customers, setting expectations and driving accountability, • Document configurations, decisions, and outcomes to support internal handoffs and long-term customer success, • Partner cross-functionally with internal teams as needed to resolve issues and ensure a high-quality delivery experience, • Support post go-live stabilization and early adoption efforts to ensure customers realize value quicklyWhat You'll Bring:, • At least 2-3 years of experience in accounting, audit, advisory, accounting systems, or a client-facing consulting role, • Bachelor’s degree in Accounting, Finance, or a related field, • Strong understanding of accounting, audit, and internal control processes, • Familiarity with compliance frameworks such as SOX, SOC, or similar programs is a plus, • Experience managing client-facing workstreams or projects, • Excellent written and verbal communication skills, • Strong organizational skills and attention to detail, • Ability to manage multiple customer engagements simultaneously, • Comfort leading customer discussions and making configuration decisions, • High level of ownership, accountability, and follow-through, • Ability to learn new systems and workflows quicklyNice-To-Haves:, • Experience in a consulting role, particularly within a SaaS environment, • CPA or related professional accounting certification

Job Description FloQast is looking for a Web Developer to own and evolve our corporate website as a growth engine. You’ll play a critical role in shaping how our website drives revenue — This position sits squarely at the intersection of marketing and development. You’ll be responsible for building and optimizing a high-performing, scalable, and user-centric website that drives pipeline, supports campaigns, and powers our business by turning visitors into conversations. This role has a requirement of working in office 3 days per week (Tuesday - Thursday). *Visa sponsorship is NOT available at this timeWhat You’ll Do • Web Platform Technical Ownership, • Leading the technical evolution of the current corporate website on Webflow, ensuring scalability, security, and performance., • Develop, maintain, and optimize our Webflow implementation, and provide guidance on future platform technologies, • Manage the technical implementation of our third-party integrations; these include Wistia, HubSpot, Google Analytics, and Google Tag Manager, • Implement and maintain best practices for technical SEO & AEO, • Content Management & Campaign Support, • Partner with marketing to publish and update content quickly and effectively., • Build new templates, components, and experiences to support demand generation campaigns, product launches, and brand initiatives., • Ensure all site experiences are optimized for conversion and lead generation., • Development Standards, • Establish best practices for componentization & reuse, • Establish and enforce a rigorous code review process, • Establish and enforce standards around syntax and approach, • Establish best practices for mobile-first/responsive design practices, • Champion best practices for mobile, accessibility, and user-friendly design., • Any other tasks that may be assigned to help the company meet its goalsWhat You’ll Bring, • 3-5+ years of experience in web development, including at least 1 year building and scaling sites in Webflow, • Strong understanding of marketing funnels, CRO (conversion rate optimization), and user experience., • Hands-on experience with third-party integrations and analytics tools. (HubSpot, Google Analytics, Google Tag Manager, Wistia, etc.)., • Knowledge of technical SEO/AEO, responsive design, accessibility standards, and managing multi-region/multi-language sites., • Skilled at collaborating with marketers, field teams, and demand generation teams to bring campaigns to life., • Skilled at interpreting, providing feedback, and ingesting designs in Figma, especially with respect to design systems (e.g. Material design)Nice To Haves/Other, • Bachelor’s degree in Web Development, Computer Science, or a related field, or equivalent work experience., • Experience integrating with HubSpot, • Experience integrating with SDFC, • Experience working in high-growth SaaS environments where the website is a core demand generation tool., • Familiarity with ABM (Account-Based Marketing) strategies and how to reflect them in website architecture., • Basic understanding of conversion copywriting principles to collaborate effectively with content teams.#LI-Hybrid#BI-Hybrid#LI-JP1 The base pay range for this position is $106,000- $144,000. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. About FloQast:FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:Unwaveringly Authentic Ambitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work!- Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)- Built In’s Best Place to Work in Los Angeles 7 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionThe Business Development Representative (BDR) is a high impact position that will be joining our rapidly growing sales team to help obtain new clients for our SaaS accounting solution. We are looking for motivated individuals who are determined to add value and are driven by team wins and sales commissions. Our solution is targeted at those responsible for the finance and accounting functions within organizations of all types and sizes. We call on key client stakeholders within the office of the Chief Financial Officer (CFO). If you are looking to advance your career, this role will serve as the foundation for an exciting pathway into sales. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. What You'll Do • Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives at potential clients, • Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions for FloQast to help resolve them, • Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads), • Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media etc., • Meet or exceed daily/weekly activity targets for: Conversations with key influencers and decision makers via outbound communication efforts; Scheduling and conducting introductory qualifying calls; Converting qualified prospects to scheduled demos for Account Executives, • Track progress and document activities in Salesforce automation systems, • Effectively work cross functionally with stakeholders, including Account Executives, Marketing, and Sales Management What You'll Bring, • 2+ years in a customer facing role OR prior accounting/finance experience or related field with the interest of starting your career in sales, • Demonstrated ability and desire to learn new concepts, • Eager to be coached, • Commitment to self-improvement and success, • Team player with a collaborative orientation, • Ability to remain organized and execute in a fast-paced environment, • Tenacious and committed to exceeding targets, • Excellent verbal and written communication skills, • Competitive, ambitious and driven, with a self-starter attitude, • Interested in starting a sales career, or having demonstrated sales experience in previous types of rolesNice-to-Haves:, • Cold calling and/or Salesforce.com experience a plus but not required

Job DescriptionFloQast is at the forefront of the accounting industry, providing an AI-powered Accounting Transformation Platform founded by accountants, for accountants. Trusted by over 3,000 organizations worldwide such as Snowflake, Twilio, Zoom, Instacart, and The Golden State Warriors, we serve customers from fast-growing startups to global enterprises. By leveraging our groundbreaking AI Agents and purpose-built workflows, we empower teams to streamline their financial close, enhance compliance, and achieve a new level of transparency and accuracy. FloQast is more than a SaaS company, it’s a movement to transform the accounting profession. At FloQast, design is a driving force behind our AI-powered Accounting Transformation Platform and we’re building a world-class design organization to support our next chapter of hyper-growth! Our vision is to create human-centered tools that act as intelligent partners that automate repetitive work, detect anomalies, and surface insights in real time to help accounting teams operate with clarity and precision. Product design shapes: 1) How complex data becomes intuitive 2) How AI becomes a trusted partner, and 3) How everyone from the accountant to the CFO feels empowered. This role is for a design leader who will serve as the principal authority on our design system and platform-level experiences, driving quality, consistency, and velocity across all FloQast products. Come join us! This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is not available at this timeWhat You'll Do: • As a Staff Product Designer - Platform/Design Systems, you will be a principal force in defining the future trajectory of the FloQast platform and our Flow UI Design System, focusing on high-leverage problems and cross-organizational influence., • Define Platform-Wide Experiences: Act as the domain expert and owner for critical, system-wide experiences, such as in-app notifications, global navigation, and page architectures, ensuring a unified and consistent user journey across all product lines., • Design for Transformative AI: Translate complex AI capabilities and enterprise requirements into intuitive, high-trust, and scalable experiences across the platform., • Lead Design System Strategy and Transformation: Own the strategic vision, roadmap, and execution for the Flow UI Design System. Drive the transformation, updates, and rollout of the system, ensuring it is scalable, technically sound, and fully aligned with business needs and product architecture., • Influence Engineering Architecture: Partner directly with Front-End Engineering Leads and Leadership to ensure Flo UI is technically sound, maintainable, and reflects best practices. You will serve as a broad influencer on the direction of the overall product architecture as it relates to UI/UX implementation., • Drive Design Enablement and Velocity: Establish processes and governance to maximize the impact and adoption of the design system across all product and engineering teams, accelerating design and development velocity for the entire organization., • Architect Product Vision and Roadmap: Partner with Product, Design, and Engineering Leadership to define the product roadmap for Flow UI and design debt, proactively identifying and scoping opportunities for platform-level standardization and improvement., • Mentor and Coach: Act as a senior design leader, providing mentorship and coaching to designers across the organization in system thinking, design systems best practices, quality execution, and cross-functional leadership., • Elevate Quality at Scale: Set and enforce the highest bar for design quality, consistency, and accessibility across the entire platform through system documentation and rigorous component review while still allowing for speed and innovation. The quality bar should be set by user needs, not just UI best best practices.What You'll Bring:, • To excel in this Staff-level role, you should possess a rare combination of design mastery, technical fluency, and organizational leadership., • You possess a deep professional history in enterprise product design. This includes 7+ years of professional experience designing and successfully shipping high-quality, complex SaaS or enterprise products at scale, with a significant track record of organizational impact., • You demonstrate expert mastery over the entire Design Systems lifecycle. You have proven, expert-level experience in leading, building, scaling, and governing a large-scale, enterprise-grade Design System, including defining component architecture, governance models, and comprehensive documentation standards., • You possess the technical fluency required to influence code and front-end architecture. This includes a strong understanding of front-end development technologies (e.g., React, HTML/CSS) sufficient to influence technical implementation decisions and build strong, collaborative partnerships with engineering leaders., • You are an expert in managing the integrity of design decisions across code. Your expertise includes ensuring design decisions are implemented consistently in code through Design Token Management tools like Figma Tokens or Style Dictionary, enabling distribution across various formats (CSS, JSON)., • You are fluent in modern developer workflows and component distribution. You have familiarity with developer processes including Version Control (Git/GitHub), managing component distribution via Package Management, and the structure of Front-End Frameworks to inform design decisions regarding component complexity., • You prioritize system quality assurance and comprehensive documentation. This includes experience with component documentation platforms like Storybook and understanding of quality assurance tools used to prevent regressions., • You maintain a world-class portfolio that demonstrates exceptional systems thinking. Your portfolio showcases exceptional visual design, interaction design, and strategic thinking, specifically demonstrating work on large-scale platform interfaces and large, complex data sets. You know how to balance the needs of long-term strategic work, but can also pivot to support rapid tactical iterations., • You are a proven leader in founding and launching new product foundations. You have proven experience successfully leading and shipping product initiatives from 0-1, including defining foundational, system-wide user experiences., • You demonstrate advanced proficiency with specialized design systems tools. This includes mastery of core design and prototyping tools (e.g., Figma), and demonstrated advanced proficiency in leveraging AI-powered tools to accelerate knowledge, quality, and delivery., • You have exceptional strategic collaboration and organizational influencing skills. You have a proven ability to clearly articulate and defend design and system rationale to executive leadership across Product, Design, and Engineering., • You lead and inform system priorities through rigorous research and data. You utilize both qualitative user research and quantitative data to inform and validate system priorities, rollout strategy, and adoption success. Talking to customers and understanding user needs first-hand will be paramount to your success.Why You'll Love Working With Us:

Job Description The Enterprise Accounting Success Manager role is an experienced customer facing role that will help support the Enterprise customer base in our Close Management solution. The ASM team operates as strategic advisors who leverage their deep product knowledge to close adoption gaps, resolve complex challenges, and push long-term customer value to drive net revenue growth. This role represents an advanced level of technical and judgment-based ownership within the ASM track. Enterprise ASMs operate with minimal oversight, independently manage a book of complex customers and are accountable for successful customer outcomes. The Enterprise ASM role works heavily with the Enterprise AE team, in addition to their Account Management counterparts. Having a strong background in previous professional accounting or audit experience will allow the candidate to build instant rapport with our enterprise customer base by addressing accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients’ entire customer experience. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business., • Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities., • Possess deep product expertise, communicating latest relevant product releases and upcoming roadmap enhancements to customers., • Actively collaborate with relevant internal partners (Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, Marketing) sharing insights based on the specific needs of your clients., • Build and nurture robust long-term relationships with key stakeholders within your book of business. This includes establishing Business Reviews alongside Account Management and Account Executive counterparts., • Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion., • Act as the voice of the customer to understand to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers., • Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts., • Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans., • Cultivates customer advocates at both the product and user level., • Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption)., • Mentor new ASM team members through shadowing, informal coaching, and knowledge sharing., • Undertake any other tasks that may be assigned to help the company meet its goals.What You'll Bring:, • 5+ years of experience in accounting, consulting, audit, accounting advisory, or equivalent experience in a customer success role, • BA/BS degree in Business Administration, Accounting, Finance or relevant fields., • Experience working with/for enterprise companies, • Strong accounting fundamentals with hands-on experience across close, reconciliation, and financial reporting processes, • Strong organizational skills with the ability to prioritize effectively across competing demands, • Clear and confident communication skills with both accounting and non-accounting stakeholders, • A high level of ownership and accountability for execution quality and customer experience, • Ability to travel up to 30%Nice-to-haves:, • Prior Customer Success or Account Management experience, specifically working with a variety of corporate and enterprise clients., • CPA or related professional accounting certification.

Job DescriptionFloQast is at the forefront of the accounting industry, providing an AI-powered Accounting Transformation Platform founded by accountants, for accountants. Trusted by over 3,000 organizations worldwide such as Snowflake, Twilio, Zoom, Instacart, and The Golden State Warriors, we serve customers from fast-growing startups to global enterprises. By leveraging our groundbreaking AI Agents and purpose-built workflows, we empower teams to streamline their financial close, enhance compliance, and achieve a new level of transparency and accuracy. FloQast is more than a SaaS company, it’s a movement to transform the accounting profession. At FloQast, design is a driving force behind our AI-powered Accounting Transformation Platform and we’re building a world-class design organization to support our next chapter of hyper-growth! Our vision is to create human-centered tools that act as intelligent partners that automate repetitive work, detect anomalies, and surface insights in real time to help accounting teams operate with clarity and precision. Product design shapes: 1) How complex data becomes intuitive 2) How AI becomes a trusted partner, and 3) How everyone from the accountant to the CFO feels empowered. This role is for a design leader who will serve as the principal authority on our design system and platform-level experiences, driving quality, consistency, and velocity across all FloQast products. Come join us! This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is not available at this timeWhat You'll Do: • As a Staff Product Designer, you will be a principal force in defining the future trajectory of the FloQast platform, focusing on high-leverage problems across multiple teams or product areas. You will define and deliver the next generation of seamlessly embedded AI capabilities across the product suite., • Define and Drive Design Strategy: Lead the long-term design vision and strategy for major, cross-functional product domains (not just features) within the FloQast platform, ensuring alignment with company objectives and driving significant business impact., • Design for Transformative AI: Act as the principal designer translating complex AI capabilities and enterprise requirements into intuitive, high-trust, and scalable experiences that remove adoption barriers and deliver groundbreaking value to accounting teams., • Architect Design Vision and Roadmap: Partner closely with Product, Design, and Engineering Leadership to define the product roadmap and architecture, contributing a deep, user-centered perspective that proactively identifies and scopes opportunities for platform-level improvements., • Elevate Quality and Consistency at Scale: Set the bar for design quality across the entire platform. Guide the evolution of the design system, establishing standards and patterns that ensure consistency, usability, and technical feasibility across multiple design teams., • Champion Strategic User Empathy: Design and lead high-impact research initiatives that deepen the organization's understanding of our users' unmet needs, leveraging both qualitative and quantitative data to inform high-level strategic product decisions., • Lead Complex Execution and Mentorship: Own execution on the most complex, ambiguous projects, driving them to completion. Mentor and coach other designers on the team in strategy, execution, technical feasibility, and cross-functional leadership, fostering a culture of excellence., • Influence the Organization: Proactively influence stakeholders across the organization, effectively communicating complex design problems, rationale, and solutions to executive leadership and large cross-functional teams.What You'll Bring:, • You possess a deep professional history in enterprise product design. This experience includes 7+ years of professional experience designing and shipping high-quality, complex SaaS or enterprise products at scale, with a significant track record of delivering organizational impact., • You maintain a world-class portfolio that demonstrates exceptional capability. Your portfolio showcases exceptional strategic thinking, interaction design, and visual polish, particularly demonstrating work on large-scale data applications, complex workflows, or platform-level tooling., • You are a proven leader in creating and shipping new platform components. You have proven experience successfully leading and shipping product initiatives from 0-1 that became core components of the platform, demonstrating exceptional ability to navigate ambiguity., • You demonstrate mastery of core design tools and influence design systems. This includes mastery of design and prototyping tools (e.g., Figma) and deep experience contributing to robust design systems used by multiple teams., • You are fluent in accelerating design through modern, intelligent tools. You leverage advanced proficiency in AI-powered tools (e.g., Figma Make, ChatGPT/Gemini/Claude, etc.) to accelerate knowledge, quality, collaboration, and delivery, with evidence of active toolset experimentation and evolution., • You possess expert knowledge in designing intelligent, AI-driven experiences. This specialized knowledge includes establishing appropriate user controls, building trust, translating complex models into clear user value, and addressing ethical implications., • You have exceptional strategic collaboration and organizational influencing skills. You have a proven ability to articulate and defend design rationale to executive leadership across product, design, and engineering., • You lead and inform organizational strategy through rigorous research. You can design and lead research efforts that inform major strategic product decisions and pivots.Why You'll Love Working With Us:

Job Description HLW is built on the belief that exceptional design begins with exceptional people. With a 140-year legacy as a global, award winning architecture and design firm, we collaborate with leading clients to shape meaningful, future focused environments. Our culture is collaborative, inclusive, and growth‑minded, offering hybrid work flexibility, competitive compensation, and comprehensive benefits. When you join HLW, you become part of a global community that values innovation, mentorship, and long term professional growth. For more information about our culture, we invite you to visit us as Position Summary The Senior Designer is responsible for leading the design development and execution of projects within the NY Interiors Studio. This individual may have a professional background in either Architecture or Interior Design; however, the role is embedded within an interiors studio and is focused on the planning, design, coordination, and delivery of interior environments. Working under the direction of the Design Director and in close collaboration with the Studio Director, Project Manager, Technical / Delivery leadership, and project team, the Senior Designer translates client goals, project strategy, and design vision into thoughtful, compelling, and well-coordinated design solutions. Responsibilities Project Design Leadership • Lead day-to-day design efforts on assigned projects, from concept development through design documentation and construction administration., • Translate client goals, workplace strategy, brand, culture, and project requirements into clear and compelling design solutions., • Develop project-specific design concepts, narratives, planning strategies, material palettes, and presentation approaches., • Maintain the design intent throughout all phases of the project, balancing creativity with scope, schedule, budget, constructability, and client priorities., • Collaborate with the Design Director to establish and refine the overall design direction for assigned projects., • Identify opportunities to elevate the design work, improve the client experience, and strengthen the final built outcome. Design Development and Documentation • Lead the development of interior design packages, including plans, finish palettes, furniture concepts, material selections, presentation decks, and supporting design documentation., • Collaborate closely with Project Architects, Job Captains, and technical team members to further develop the design through an integrated team process, ensuring that design ideas are tested, refined, coordinated, and translated into buildable solutions., • Work with the project team to advance the design intent through documentation, recognizing that design development is a shared effort between design, technical, and project leadership rather than a one-directional handoff., • Coordinate design concepts, planning strategies, material selections, detailing, and documentation with the broader project team to ensure alignment with the approved design direction., • Review design documentation for consistency, completeness, coordination, and alignment with the evolving design intent., • Work with MatTech and project teams to coordinate materials, finishes, specifications, and design standards., • Support coordination with lighting, branding, strategy, sustainability, furniture, AV, MEP, structural, and other consultant teams as required., • Participate in construction administration activities related to design intent, including submittal reviews, RFI responses, site observations, punch list support, and finish / mock-up reviews. Client Presentations and Communication • Prepare and participate in client presentations, workshops, and design meetings., • Clearly communicate design concepts, options, recommendations, and rationale to clients and internal teams., • Assist in developing compelling visual narratives that connect design ideas to client goals and project strategy., • Support the Project Manager in documenting design decisions, client feedback, and next steps., • Review overall design intent with the Design Director at appropriate project milestones to ensure alignment with studio priorities, firmwide design goals, and HLW’s broader design standards., • Build client confidence through strong preparation, thoughtful communication, and responsiveness to feedback. Team Collaboration and Mentorship • Lead, guide, and mentor junior and intermediate designers assigned to project teams., • Delegate design tasks clearly and support team members in developing their technical, creative, and presentation skills., • Foster a collaborative project environment that encourages curiosity, accountability, open communication, and shared ownership., • Coordinate regularly with the Project Manager to align design tasks with project schedule, staffing, fee, and deliverables., • Participate in internal design reviews and incorporate feedback from the Design Director, Studio Director, Technical / Delivery leadership, and other reviewers., • Contribute to a positive studio culture through mentorship, collaboration, and active participation in studio initiatives. Design Quality and Standards • Uphold HLW’s design standards, presentation standards, and quality expectations., • Ensure that design work is thoughtful, well-coordinated, visually clear, and appropriate to the client and project goals., • Review presentation materials for clarity, consistency, graphic quality, and alignment with the approved design narrative., • Support the integration of HLW’s global resources, specialty studios, and best practices into project work., • Stay current with design trends, materials, workplace strategies, furniture systems, sustainability considerations, and industry innovations., • Contribute to the continual improvement of studio design process, tools, templates, and work product. Business Development and Marketing Support • Support proposals, interviews, pursuits, and presentations for new work as requested., • Assist in developing design narratives, precedent imagery, conceptual approaches, and visual materials for business development efforts., • Participate in project photography, award submissions, case studies, and marketing materials in collaboration with the Design Director and Marketing team., • Represent HLW professionally in client-facing settings, industry events, and professional organizations where appropriate., • Contribute to the studio’s visibility and reputation through strong project work and active engagement in the design community. Qualifications • Bachelor’s degree in Architecture or Interior Design from an accredited institution., • 10+ years of professional experience in interior design, architectural interiors, or a related design practice, with demonstrated experience working on interiors projects required., • NCIDQ certification or architectural licensure (preferred or actively pursuing)., • Strong graphic, communication, and presentation skills., • Proficiency in AutoCAD, Revit, 3D modeling/rendering software, Adobe Creative Suite, Teams, and MS Office., • Working knowledge of building codes, ADA requirements, accessibility standards, and sustainable design principles., • Experience with material selection, finish coordination, procurement support, and construction documentation., • Understanding of construction, furniture, and material costs, with the ability to support design decisions that align with project budgets., • Ability to manage multiple projects, meet deadlines, and collaborate in a team environment., • Strong problem-solving and critical-thinking skills. Preferred Qualifications • LEED accreditation or knowledge of sustainable design standards., • Experience in commercial, hospitality, or workplace design., • Familiarity with coordinating MEP systems into project designs., • Familiarity with material sourcing, bid processes, and furniture procurement. Why Join Us? We offer: • A collaborative, hybrid work environment (3 days onsite) where you will work on innovative and impactful projects., • A diverse, creative studio culture grounded in technical rigor and design excellence., • Opportunities for professional growth and development., • Competitive compensation and comprehensive benefits package. If you are a technical expert with a passion for design execution, we’d love to hear from you! • All applications should include your resume and portfolio or link to work samples HLW is committed to supporting the health and wellbeing of our team members. We offer a comprehensive benefits package that includes medical, dental, and vision coverage, life and disability insurance, paid time off, flexible spending accounts, an employee assistance plan, parental leave, financial assistance toward professional licensing and reimbursement for certification exam fees, 401(k), and commuter benefits. The expected salary range for this position is $100,000-$140,000. We will consider relevant experience, qualifications, location, and other job-related factors in determining compensation. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, sexual orientation, protected veteran status, or disability status.

Job Description Dane Street is expanding our physician panel! This is a telework opportunity for supplemental income for physicians providing a caseload customized to your schedule. Our physician panel is comprised of independent contract reviewers (1099) compensated on a per-case basis. The ideal candidates will hold a NY license and be Board Certified in Neurology with experience in completing Independent Medical Exams. The ideal candidate will be New York State Workers' Comp certified. Independent Medical Exams are available to be completed across the state of New York. Requirements As Physician Reviewer/Advisor, you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services provided by other healthcare professionals in compliance with client specific policies, nationally recognized evidence-based guidelines, and standards of care. MAJOR DUTIES AND RESPONSIBILITIES: • Reviews all medical records and addresses each question posed by the client utilizing client specific criteria or other nationally recognized evidence-based criteria, • Ensures that the rationale for the determination is clear, concise, and contains adequate supporting documentation to substantiate the decision, • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer-reviewed literature that support sound and objective decision-making and rationales in reviews; refrains from using case studies, cohorts, and the like to make decisions due to their limited sample sizes, • Provides copies of any criteria utilized in a review with the report in a timely manner, • Returns cases on or before the due date and time, • Makes telephone calls as mandated by the state and/or client specifics, • Maintains proper credentialing and state licenses and any special certifications or requirements necessary to perform the job, • Attends all required orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits, • Board certification required, active practice required PLEASE BE AWARE: In the interest of the security of all parties, Dane Street will never conduct interviews via text or request checks from candidates for any reason including the purchase of equipment. Benefits Robust opportunity for supplemental income • Schedule flexibility and predictable work hours - You choose services and case types, dictate volume, and conduct exams and reviews based on your schedule availability, • No doctor/patient relationship is established and no treatment is provided. These are advisory-only opinions., • Enhanced industry expertise strengthening your medical practice with medical necessity and utilization review/management expertise, • Expanded credentials as an expert in Independent Medical Exams and physician advisor services, • Fully prepped cases, streamlined case flow, transcription services at no cost, and user-friendly work portal Dane Street supports all referral processes, scheduling, preps cases extensively, prepares all medical records, provides transcription services as applicable, facilitates all client communications, and ensures the quality and timeliness of all reports and report delivery. Apply for this job

Job Description Dane Street is expanding our physician panel! This is a telework opportunity for supplemental income for physicians providing a caseload customized to your schedule. Our physician panel is comprised of independent contract reviewers (1099) compensated on a per-case basis. The ideal candidates will hold a NY license and be Board Certified in Orthopedic Surgery, with experience in completing Independent Medical Exams. The ideal candidate will be New York State Workers' Comp certified. Independent Medical Exams are available to be completed across the state of New York. Requirements As Physician Reviewer/Advisor, you will utilize clinical expertise and reviews insurance appeals, and prospective and retrospective claims. The Physician Reviewer will provide an interpretation of the medical necessity of services provided by other healthcare professionals in compliance with client specific policies, nationally recognized evidence-based guidelines, and standards of care. MAJOR DUTIES AND RESPONSIBILITIES: • Reviews all medical records and addresses each question posed by the client utilizing client specific criteria or other nationally recognized evidence-based criteria, • Ensures that the rationale for the determination is clear, concise, and contains adequate supporting documentation to substantiate the decision, • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer-reviewed literature that support sound and objective decision-making and rationales in reviews; refrains from using case studies, cohorts, and the like to make decisions due to their limited sample sizes, • Provides copies of any criteria utilized in a review with the report in a timely manner, • Returns cases on or before the due date and time, • Makes telephone calls as mandated by the state and/or client specifics, • Maintains proper credentialing and state licenses and any special certifications or requirements necessary to perform the job, • Attends all required orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits, • Board certification required, active practice required PLEASE BE AWARE: In the interest of the security of all parties, Dane Street will never conduct interviews via text or request checks from candidates for any reason including the purchase of equipment. Benefits Robust opportunity for supplemental income • Schedule flexibility and predictable work hours - You choose services and case types, dictate volume, and conduct exams and reviews based on your schedule availability, • No doctor/patient relationship is established and no treatment is provided. These are advisory-only opinions., • Enhanced industry expertise strengthening your medical practice with medical necessity and utilization review/management expertise, • Expanded credentials as an expert in Independent Medical Exams and physician advisor services, • Fully prepped cases, streamlined case flow, transcription services at no cost, and user-friendly work portal Dane Street supports all referral processes, scheduling, preps cases extensively, prepares all medical records, provides transcription services as applicable, facilitates all client communications, and ensures the quality and timeliness of all reports and report delivery. Apply for this job

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Health insurance, • Paid time off This role supports the Director / Area Manager of Projects and serves as the day-to-day owners representative for individual projects, ensuring EPC partners and vendors execute in accordance with contractual requirements, safety standards, schedule commitments, and customer operational constraints. This role differs from an EPC Project Manager in that it focuses on owner-side oversight, coordination, and risk tracking, rather than directing daily construction means and methods. The position emphasizes coordination, execution discipline, and risk tracking rather than self-perform construction. Key Responsibilities • Act as the Owners Representative for assigned C&I solar and BESS projects from Notice to Proceed through PTO, • Coordinate daily and weekly execution activities with EPCs, installers, and vendors, • Serve as the primary construction-phase interface with host customers and site facility teams, • Track and manage project schedules to achieve Substantial Completion, PTO, and revenue milestones, • Identify and escalate risks related to site conditions, roofing, utilities, AHJs, and BESS fire/life-safety requirements, • Support change management by reviewing change requests, schedule impacts, and cost exposure, • Coordinate with Engineering and third-party reviewers on design clarifications and constructability, • Monitor quality and safety performance at occupied and operating sites, • Support inspections, commissioning activities, and closeout documentation, • Bachelors degree in Engineering, Construction Management, or related field (or equivalent experience), • 48+ years of experience delivering C&I solar, distributed generation, or similar construction projects, • Experience with rooftop and/or carport solar; familiarity with behind-the-meter BESS preferred, • Working knowledge of EPC contracts, construction schedules, and permitting processes, • Ability to manage contractors and customer stakeholders concurrently, • Strong organizational and coordination skills, • Customer-focused communication and problem-solving, • Risk awareness and escalation mindset, • Base Salary: $115,000 $145,000, commensurate with experience, • Annual Performance Bonus: Target 1020% of base salary, tied to project schedule, quality, safety, and PTO performance, • Long-Term Incentives: Eligibility for discretionary or deferred incentives depending on company structure, • Benefits: Competitive medical, dental, and vision coverage; 401(k); paid time off; holidays Flexible work from home options available.