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At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities: • Provide tax compliance and advisory services to pass-through entities and partnerships and for a variety of Asset Management clients, • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience, • Build and manage client relationships, • Manage teams of tax professionals and assistants working on client projects, • Advise clients and be accountable for delivering high quality tax service and advice, • Participate in and contribute to market and business activities external to the firm Qualifications:, • A minimum of two years of pass-through, partnership or corporate tax experience in an accounting firm, corporation, and/or law firm, • Bachelor's degree from an accredited college/university and eligibility to sit for the CPA exam, • Excellent advisory and compliance skills, • Excellent verbal and written communications skills and the ability to articulate complex information, • Ability to handle multiple engagements and client service teams \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: \n https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B426 \n California Salary Range: $81130 - $164565 \n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Position at Council Advisors Senior Salesforce Developer/Administrator Remote (U.S. Based) We are seeking a hands-on, proactive Senior Salesforce Administrator / Developer to join our team. This role will be responsible for managing and enhancing our Salesforce platform, including Certinia (FinancialForce), and supporting cross-functional teams across the organization. You’ll work closely with Finance, Sales, and Operations to build automations, dashboards, and process improvements that drive efficiency and insight. This is a unique opportunity to take ownership of a critical business system and grow into a leadership role as our organization scales. You’ll be the go-to expert for Salesforce and play a key role in enabling our teams to make data-driven decisions. You’ll join a collaborative, mission-driven team that focuses on operational excellence, continuous improvement, and innovation. The role also offers significant exposure to cross-functional projects and strategic initiatives, providing the opportunity to influence key business decisions and make a meaningful impact across the organization. Key Responsibilities: • Serve as the primary administrator and developer for our Salesforce platform, including Certinia PSA and FFA modules., • Manage user setup, roles, profiles, permissions, and security settings., • Design, build, and maintain custom objects, fields, workflows, validation rules, and automations (Screen, Record-Triggered, and Scheduled Flows; Apex triggers and classes)., • Develop and maintain dashboards and reports for Finance, Sales, and other departments., • Evaluate and pilot Salesforce AI tools (e.g., Agentforce, Einstein) to improve automation and analytics., • Support and lead system upgrades, testing, and troubleshooting in collaboration with Accounting and Finance teams., • Provide day-to-day support for Salesforce users, resolving issues and responding to enhancement requests., • Document system configurations, processes, and best practices., • Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions., • Ensure data integrity and system performance through regular audits and maintenance., • Train users and promote adoption of Salesforce features and best practices. Qualifications & Skills: • 5–8 years of hands-on Salesforce development and administration experience., • Salesforce Administrator Certification required; Advanced Administrator, Platform App Builder, Platform Developer I/II, or Certinia Accredited Professional (PSA/FFA) certifications a plus., • Experience with Certinia PSA and Marketing Cloud Account Engagement (formerly Pardot) strongly preferred., • Proficiency in declarative tools (Flow Builder) and hands-on experience with Apex, SOQL, and Lightning Web Components., • Strong understanding of Salesforce architecture, security model, and data management best practices., • Experience with data migration and ETL tools (Data Loader, Workbench, or similar)., • Experience with system integrations (REST/SOAP APIs)., • Experience with sandbox-to-production deployment and change management., • Experience supporting Finance or FP&A teams is a plus., • Excellent communication and collaboration skills; ability to work with both technical and non-technical stakeholders., • Self-starter with a continuous improvement mindset and a passion for solving business problems with technology. About Council Advisors: Council Advisors is the trusted partner for C-suite leaders of high performing companies – driving results where it matters most. At Council Advisors, we partner with CEOs and their teams to tackle their most critical challenges, backed by over 20 years of experience advising top leaders across corporations, investment firms, and non-profits. Through our expert practices – TMG, SSA & Co., and High Lantern Group - we help C-suite leaders turn strategic priorities into winning strategies. Council Advisors provides a reasonable salary range for our open requisitions. Actual salary is influenced by a wide array of factors including but not limited to skill set, experience, training, education, and other business and organizational needs. The range of starting annual salary for this role is $125,000-$145,000. Decisions will be determined on a case-by-case basis. Salary is one component of Council Advisor’s total rewards package, which includes a discretionary performance bonus, 401(k) with company contribution, generous paid time off, benefits, and wellness program. Council Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. 685 Third Avenue / 22 Floor / New York / NY / 10017 / 212 332 3790

About the job: At Atchley & Associates, we place a high value on providing opportunities for challenge, growth, and rewards for our A&A team members by creating an environment of trust and respect. As the second largest local firm in Austin, you have the opportunity to grow and learn from the best in the business. Our Client Accounting Services (CAS) Department continues to grow in headcount and in volume of work, and we are looking for a Staff Accountant to help us continue serving our clients. Position Summary: At the CAS staff level, an individual is expected to become familiar with the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRS regulations and code, FLSA, and TWC sections and regulations; and obtain a working knowledge of research techniques and the various research sources available to the Firm. Job Duties: • Demonstrates the ability to code transactions to the appropriate accounts with a good understanding of capitalizing assets and recording expenses., • Reconciles client bank accounts including credit cards and investment accounts utilizing QuickBooks Online or applicable software., • Demonstrates proficiency in all aspects of Accounts Payable including entering vendor bills and preparing/processing vendor payments., • Demonstrates proficiency in all aspects of Accounts Receivable including entering client invoices, recording payments, and deposits., • Prepares and enters journal entries in the client file., • Demonstrates proficiency in the preparation and processing of client payroll, including making EFTPS tax payments and annual forms W-2, W-3, 1099 and 1096., • Demonstrates proficiency in preparing and processing payroll tax returns (forms 940, 941, 944, and TWC) through various software applications., • Successfully trains clients in QuickBooks Online usage and basic best practices regarding maintaining their books., • Demonstrates proficiency in the preparation of Forms 1099 NEC and MISC., • Allocates client income and expenses using class tracking and/or job costing features., • Demonstrates proficiency in Microsoft Excel, including creating and maintaining spreadsheets to calculate allocations of various client expenses., • Demonstrates accuracy in preparing workpapers for review., • Communicates with clients about their books and gathers any missing information., • Reviews accounting files prepared by clients to make ready for tax preparation and make journal entries as needed., • Develops proficiency in the preparation of Business Personal Property Tax Renditions., • Demonstrates the ability to work accurately, efficiently, and within budget while organizing, scheduling, and prioritizing work involving multiple assignments., • Assists with departmental training and the documentation of processes., • Demonstrates the ability to positively portray the Firm’s vision and mission through community involvement. The compensation range for this position is $65,000.00 - $80,000.00. Residents of California or New York will not be considered at this time. Minimum Requirements: Education Bachelor's Degree in Accounting or related discipline (four year college or university) or Accounting Certificate Experience Two to four years related experience. Public Accounting experience is a plus. Computer Skills Proficiency with a Microsoft 365 environment, keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers. Other Requirements Proficiency in Microsoft Office/365 Applications, including Outlook, Word, Excel, Sharepoint, OneDrive, and Teams. Quickbooks, CCHAxcess, IDEA, CCH Document , Adobe, Depreciation Solutions, and Caseware Benefits and Perks: • Competitive Compensation and Bonus Programs, • Remote/Hybrid Eligible, • Medical, Dental, & Vision Insurance and HSA/FSA, • Life Insurance, Short-Term Disability, and Long-Term Disability, • 401(k) Retirement Plan, • Paid Time Off, Holidays, and Summer Fridays, • Professional & Personal Development Programs, • Community Service Opportunities Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Atchley & Associates, LLP is an Equal Opportunity Employer. Keep up to date on what happens inside our firm on Instagram @atchleycpas or follow our hashtag #insideatchleycpas. #LI-DNI

Job DescriptionBenefits/Perks • Competitive Compensation, • Great Work Environment, • Career Advancement OpportunitiesJob SummaryWe are seeking an EXPERIENCED Senior Accountant to join our team! As a Senior Accountant, your responsibilities will include analyzing financial information and preparing financial reports to determine or maintain a record of assets, liabilities, profit and loss, tax liability, or other financial activities within the organization. You will also review and report daily banking activity, process monthly bank reconciliations, record journal entries related to property debt payments, and debt reconciliations. The ideal candidate has general ledger and reconciliation experience, a thorough understanding of financial reports, balance sheets, and income statements, with exceptional time management skills, and strong attention to detail. Experience in Real Estate, Construction, and/or Property Accounting is preferred Responsibilities • Heavy experience working in the general ledger - recording journal entries, general ledger maintenance, including ensuring proper classification and recording of financial transactions, • Prepare monthly balance sheet reconciliation for multiple properties, • Report daily cash for over 50 bank accounts, • Process monthly bank reconciliations for multiple entities, • Record and monitor monthly fluctuations for multiple investment and wealth accounts, • Record property debt payments for multiple properties, each with different loan types and due dates, • File monthly Sales & Use tax reporting with the state, paying/recording applicable tax payments, • Assist with year-end closeout Qualifications • Bachelor’s or higher degree in accounting, finance, or a related field desired, • Previous experience handling accounting in a real estate environment desired, • Strong attention to detail, • Persistent (good follow through) and a positive "Can do" attitude with dedication to the company’s goals and growth, • Excellent verbal, written, and interpersonal communication skills, • Proactive and self-motivated, problem solving, • Construction Accounting experience is a plus, • Proficient with Microsoft Office Suite, particularly Microsoft Excel (V-lookups, basic formulas, PIVOT tables), • Yardi experience preferred, not required

Job DescriptionAbout the Role:100 Black Men of America Inc. is seeking a detail-oriented and motivated Staff Accountant to join our team in Atlanta, GA. This is an exciting opportunity to contribute your financial expertise to a nationally recognized nonprofit organization dedicated to making a meaningful impact in communities across the country. If you're passionate about numbers and purpose-driven work, we want to hear from you! Responsibilities: • The Staff Accountant will support the day-to-day financial operations of 100 Black Men of America, Inc. and serve as the primary headquarters liaison to RSM, the organization’s external accounting partner. Key responsibilities include:, • Coordinate with accounting from partner on accounting entries, reconciliations, monthly close processes, reporting support, and required financial documentation., • Maintain accurate and organized financial records, including receipts, invoices, approvals, payment records, and supporting documentation., • Process and track reimbursements for staff, board members, volunteers, and approved representatives, ensuring compliance with organizational policies., • Process vendor payments, payment approvals, refunds, and related financial transactions through Quickbooks, Bill.com and other approved systems., • Prepare and process annual invoices for chapter dues, assessments, and other chapter-related obligations., • Process and document grant payments to chapters, scholarship payments, program disbursements, and other approved financial transactions., • Support financial processing for conferences, meetings, events, sponsorships, registrations, refunds, and related revenue activity., • Track donations, contributions, sponsorship payments, restricted funds, and unrestricted revenue in coordination with the Development team and accounting partner., • Use QuickBooks Online, Bill.com, travel and expense systems, and other payment platforms to support financial operations., • Assist with preparing financial information and materials for the CEO, National Treasurer, auditors, and Finance, Audit, Investment, Development, and related committees., • Support internal controls, financial policies, process improvements, and confidential handling of financial, donor, chapter, employee, board, and organizational information., • A full position description will be provided to applicants.Requirements:, • Bachelor's degree in Accounting, Finance, or a related field, • 2-4 years of accounting experience, preferably in a nonprofit environment, • Proficiency in accounting software (QuickBooks, Bill.com, Expensify or similar platforms), • Strong knowledge of GAAP and nonprofit fund accounting principles, • Experience with grant accounting and compliance reporting is a plus, • Excellent attention to detail, organizational skills, and ability to meet deadlines, • Strong communication skills and a collaborative, team-oriented mindsetAbout Us:100 Black Men of America Inc. is a premier mentoring and leadership organization with chapters across the United States, committed to improving the quality of life for Black youth and communities. For decades, we have been a trusted force in education, health, economic empowerment, and leadership development. Our team is driven by a shared mission, making this a uniquely rewarding place to grow your career while giving back.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: The Treasury Manager will contribute across key Front, Middle, and Back Office Treasury functions through rotational assignments spanning core Treasury desks, including Capital Markets, Reporting and Data Analytics, Capital Planning, Risk Management, Liquidity Forecasting, and Cash Management. Key activities include cash and liquidity planning, ALM framework implementation, financial modeling, capital planning, secured/unsecured funding initiatives, managing commercial paper programs, supporting rating agency processes, and developing scalable treasury systems and analytics to facilitate the company’s rapid growth. The Manager will collaborate with internal stakeholders and external partners to help the company achieve its growth and funding objectives. Essential Duties and Responsibilities: • Develop and maintain short- and long-term capital plans, cash flow forecasts, and financial models to support capital planning, ratings, funding, ALM, and liquidity management., • Execute commercial paper transactions, integrate CP funding within the overall liquidity strategy and execute cash, liquidity, and investment strategies., • Assist in establishing and managing an Asset Liability Management (ALM) framework, including managing derivative transactions aligned with ALM and risk management strategies., • Support the structuring, analyzing, and execution of securitizations, warehouse facilities, intercompany funding, revolving lines of credit, and other funding programs., • Participate in all stages of the securitization process—from origination and structuring to execution and ongoing portfolio management., • Collaborate with internal teams, banks, rating agencies, legal counsel, and other capital markets participants to support funding transactions and ensure regulatory compliance., • Support the development and implementation of Treasury policy, strategy, and scalable infrastructure, including implementation of a Treasury Management System (TMS)., • Prepare analytical materials and data packages for rating agencies, investors and banks., • Support AUP and audit-related activities., • Build dashboards and deploy automation tools to scale treasury operations efficiently., • Provide ad hoc analysis and support for capital raising, liquidity optimization, and other strategic finance projects as needed., • Other duties as assigned. Required Experience: • Minimum five (5) years of recent experience in Treasury, Corporate Finance, Capital Markets, or Treasury Operations., • Strong corporate finance, financial analysis, data analysis and financial modeling skills required., • Proven experience in capital markets, securitization, liquidity planning, capital planning, data analysis, and/or asset/liability management., • Exceptional analytical and quantitative skills; strong financial modeling capability and ability to build financial models including three statement models and securitization models., • Proficient in MS Office (Excel, Word, PowerPoint) and data analytics tools., • Highly detail-oriented with strong problem-solving skills., • Ability to work under pressure, manage multiple priorities, and meet tight deadlines., • Excellent communication and interpersonal skills with a team-oriented mindset., • Demonstrated ability to collaborate effectively with internal stakeholders and external partners. Education: • Bachelor’s degree in business, finance, accounting, economics or other highly analytical fields. MBA and/or CFA preferred. Overtime required – required on an as needed basis. Travel 0-10% - as required on an as needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX, Phoenix, AZ. Qualifications Preferred: • Experience in the Automotive and/or Financial Services industries., • Experience with Asset Liability Management (ALM) and commercial paper program management., • Prior participation in securitization issuance or other structured funding programs., • Treasury Management System implementation experience., • Experience with data analytics, SQL, Power BI, Tableau, and VBA is a plus., • Master’s degree or CFA designation strongly preferred. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule • Ability to work between the hours of 8AM-6PM Monday through Friday and weekends as needed. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons. An applicant must be authorized to work in the United States to be eligible for this position. Stellantis Financial Services, Inc. will not sponsor applicants for work visas of any type for this position.

Job Description Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, King Pharma USA, INC., for the Decatur, GA Territory Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, King Pharma USA, INC., who is licensed to promote and market Galt Pharmaceutical's products in the Decatur, GA territory. Candidates also consent to forwarding their resume and contact information to the phranchisee to be considered for this position. The role of the Pharmaceutical Sales Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Pharmaceutical Sales Representative position requires a unique set of business skills (e.g. financial and data analysis) to profitably manage franchise activities as a surrogate for the Phranchise Owner. This position requires sales experience with a Business Owner mentality. Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Responsibilities: Business Development • Develops the territory franchise as a business profit center., • Develops the business plan to achieve sales goals which includes Account Identification, Marketing Initiatives, Expense Allocations, and Time Management., • Develops a minimum of 20 accounts which result in "Galt 10" parameters., • Develops strategic partnerships with healthcare practices and pharmacies., • Participates in Territory Business Reviews with Phranchise Owners. Collaborates with corporate business functions (marketing, supply chain, operations, sales) to share creativity and results which leads to best practices across the organization. Territory Management • Represents Galt Pharmaceuticals through a demonstrated understanding of Galt's Vision and Principles., • Understands the social/political culture of communities within the franchised territory., • Performs data analysis to evaluate targeting, trends and prospecting. Uses tools such as CRM, sales and prescription data to measure performance and activities. • Approaches territory management through people centricity rather than by targeting competitive products., • Represents Galt Pharmaceuticals within the territory as "A Better Way" to deliver pharmaceutical care, one patient at a time., • Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts., • Makes sound financial decisions saving on time and expenses., • When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts., • Implements efficient routing and execution of market strategy in healthcare offices, pharmacies, physicians, and anchor pharmacies based upon the Galt Sales Process. Account Management • Implements Galt Account Management & Sales Processes., • Works with accounts to solve problems, bringing value to the business and focused care to customers, and application(s) of product knowledge and benefits., • Differentiates the business through white glove, concierge service that brings true value to customers., • Actively listens to internal and external stakeholders to identify barriers, gaps and opportunities., • Facilitates solutions through excellent problem-solving skills, and knowledge of both the business and customer. Professional Skills: • Outstanding interpersonal, improvisational and solutioning skills., • Strong metacommunication skills, active listening and oral presentation., • Command of complex medical and pharmaceutical terminology., • Proficiency in the use of iPads, computers, and mobile devices., • Intermediate computer skills required (iOS, Windows, Word, and Excel)., • Self-motivated and the ability to work independently without supervision., • Ability to manage multiple tasks and priorities simultaneously., • Demonstrates integrity, high ethical and professional standards in all interactions., • 1-2 years of B2B, DME, or healthcare sales experience preferred., • Must be pursuing a Bachelor's Degree in Life Sciences or Business-related area preferred. Employment Requirements: • Must pass Sales and Clinical/Compliance Training., • Valid Driver's License and safe driving record.

Job Description Shape the People Strategy of a Growing Industry Leader Our client is an award-winning real estate investment manager focused on the travel and hospitality sector, with more than $5 billion in assets under management and a collaborative team of approximately 60 professionals. As the organization continues to grow, they are seeking a Human Resources Manager who is excited about making a meaningful impact across the employee lifecycle while helping build and strengthen the firm's people practices. This is a unique opportunity for an HR professional who enjoys both strategy and execution. As the organization's primary internal HR leader, you'll have a seat at the table with senior leadership, influence key people initiatives, and help create an exceptional employee experience from recruitment and onboarding through talent development, engagement, and retention. If you're looking for a role where your ideas will be heard, your work will be visible, and you can truly help shape company culture, this opportunity offers the chance to do exactly that. What You'll Do: Oversee Payroll, Benefits, and HRIS You'll play a critical role in ensuring employees receive an exceptional experience through accurate payroll administration, competitive benefits programs, and reliable HR data. Responsibilities include: • Managing bi-weekly payroll and employee status changes, • Partnering with Finance and Accounting on payroll reconciliation and reporting, • Administering employee benefits programs, open enrollment, and vendor relationships, • Leveraging HR systems and reporting tools to provide meaningful workforce insights Be a Trusted Partner to Employees and Leaders You'll serve as the go-to HR representative across the organization, providing guidance, support, and practical solutions that help employees thrive and leaders succeed. Key areas of responsibility include: • Advising employees and managers on HR policies, workplace concerns, and employee relations matters, • Ensuring compliance with federal, state, and local employment laws while maintaining practical, people-first HR practices, • Managing employee relations issues, investigations, accommodations, leaves of absence, and workers' compensation matters with professionalism and discretion, • Maintaining accurate HR records and supporting compliance, audit, and reporting requirements Drive Performance, Development, and Employee Growth You'll help create a culture of accountability, continuous feedback, and professional development. Responsibilities include: • Managing performance review programs and goal-setting processes, • Coaching leaders on employee development, career pathing, and performance conversations, • Supporting succession planning and talent development initiatives, • Providing workforce planning insights to support business growth Help Build an Exceptional Culture This role offers the opportunity to make a direct impact on employee engagement and workplace culture. You will: • Champion a culture of trust, collaboration, accountability, and inclusion, • Partner with leadership on employee engagement initiatives and workplace programs, • Support culture-building activities that reinforce organizational values and strengthen employee connection Contribute to Strategic HR Initiatives Beyond day-to-day HR responsibilities, you'll help shape the future of the organization by: • Serving as a trusted advisor on people-related matters, • Identifying opportunities to improve HR processes and employee experiences, • Supporting organizational growth and change initiatives, • Helping leadership make informed decisions through people data and workforce insights Lead Talent Acquisition and Onboarding You'll help attract and retain exceptional talent while creating a welcoming and engaging onboarding experience. Responsibilities include: • Managing recruitment efforts from job posting through onboarding, • Partnering with hiring managers to improve hiring processes and ensure consistent, inclusive hiring practices, • Supporting workforce planning and talent acquisition strategies, • Designing onboarding experiences that help new employees quickly integrate into the culture and contribute effectively What We're Looking For: We're seeking an experienced HR professional who combines strong technical HR expertise with outstanding relationship-building skills. Qualifications include: • Bachelor's degree in Human Resources, Business Administration, or a related field, • PHR/SPHR or SHRM-CP/SCP certification preferred, • Five or more years of progressive HR experience across multiple functional areas, • Strong working knowledge of employment law and HR best practices, • Experience supporting payroll, benefits, employee relations, recruiting, compliance, and performance management, • Proficiency with HRIS platforms; ADP Workforce Now experience strongly preferred, • Exceptional communication, relationship-building, and problem-solving skills, • Ability to operate independently while partnering effectively with senior leaders, • Experience working in dynamic, fast-paced, growth-oriented environments Why This Opportunity Stands Out: • Serve as the primary HR leader for a highly respected organization, • Partner directly with executive leadership and influence business decisions, • Enjoy broad exposure across all areas of Human Resources, • Join a growing company with a strong culture and collaborative team, • Opportunity to build programs, improve processes, and leave a lasting impact, • Competitive compensation package, • Health, Dental, Vision, and supplemental benefits, • 401(k) with matching, • Paid Time Off, • Paid Holidays

Job Description Senior Portfolio Manager – Special Assets (Leveraged & Corporate Finance) Location: Atlanta, GA Category: Risk Management / Corporate Finance Employment Type: Full-Time, Regular Salary: $75,000-$145,000 Role Overview We are seeking a seasoned Senior Portfolio Manager to join our Special Assets Group. In this critical role, you will be responsible for the underwriting and strategic management of complex credit requests within specialized portfolios. You will serve as a key decision-maker, recommending credit structures that balance risk appetite with profitability. The ideal candidate is an expert at navigating intricate financial structures, analyzing diverse credit scenarios, and ensuring all lending activities align with institutional risk philosophy and regulatory standards. You will build high-impact relationships with internal Risk Management teams and external stakeholders to protect the firm’s capital and optimize portfolio performance. Essential Duties and Responsibilities • Portfolio Management: Independently manage a classified loan portfolio featuring complex credit structures, including syndicated corporate, leveraged finance, and middle-market exposures with elevated risk profiles., • Advanced Modeling: Develop and challenge sophisticated analytical financial models, including discounted cash flow (DCF), enterprise valuation, and multi-scenario projections to support restructuring strategies., • Stakeholder Coordination: Act as the primary point of contact for complex credit resolutions, collaborating with legal counsel, financial advisors, investment bankers, and external restructuring professionals., • Risk Mitigation: Assign and document risk grades in strict accordance with institutional policy and regulatory expectations, ensuring all actions are audit-ready and defensible., • Reporting & Compliance: Lead the preparation of impairment analyses, accrual status justifications, and criticized asset reporting for executive management and regulatory bodies., • Underwriting Excellence: Oversee the underwriting process for large-scale wholesale lending and specialty lines of business, ensuring credit packages are complete, accurate, and strategically sound., • Credit Authority: Exercise prudent credit judgment through individual loan authority (as applicable) and articulate exceptions to policy when supported by sound business rationale., • Mentorship: Drive the professional development of junior portfolio managers through coaching on underwriting techniques, risk identification, and credit structuring. Qualifications Required Experience: • Education: Bachelor’s degree in finance, Accounting, Economics, or a related field., • Experience: 10+ years of heavy experience in commercial lending, special assets, or credit risk management., • Technical Knowledge: Deep understanding of financial and cost accounting principles, commercial underwriting, and the current regulatory landscape., • Soft Skills: Exceptional problem-solving abilities and strong interpersonal communication skills for negotiating with external partners and internal executives. Preferred Experience: • Advanced Degree: MBA or master’s in quantitative financial discipline., • Certification: RMA-Credit Risk Certification (CRC) or similar industry designation., • Systems: Proficiency in enterprise-level commercial lending platforms and advanced Microsoft Office applications. Benefits & Culture Our client is a leading financial institution offering a comprehensive benefits package to regular employees (20+ hours/week). Benefits include: • Health & Wellness: Medical, dental, and vision insurance; life and disability coverage., • Financial Security: 401(k) plan with matching and potential eligibility for a defined benefit pension plan or restricted stock units (RSUs)., • Work-Life Balance: Minimum of 10 days’ vacation, 10 sick days, and paid holidays. Our client is an Equal Opportunity Employer and maintains a Drug-Free Workplace.

Job Description HOW YOU’LL MAKE A DIFFERENCE: The Financial Analyst is a key contributor within MountainSeed’s Finance organization, supporting financial planning, analysis, and reporting across all business lines. This role helps translate financial data into accurate, timely insights that inform leadership decisions and support MountainSeed’s continued growth. The ideal candidate is a self-starter who brings intellectual honesty, a collaborative spirit, and the courage to deliver the full financial picture. They are humble enough to seek input, driven enough to finish what they start, and principled enough to do it right every time. IN THIS ROLE, YOU’LL GET TO: Planning & Forecasting • Support the annual budgeting and quarterly reforecasting processes across all business lines, partnering closely with department heads and senior leadership., • Develop and maintain monthly financial and cash flow forecasts, identifying risks and opportunities., • Build and maintain financial models to support scenario analysis, sensitivity testing, and long-range planning., • Assist with capital allocation analysis and support M&A or investment evaluation efforts through financial modeling and data gathering as needed. Reporting & Analysis • Own weekly metric and scorecard reporting, ensuring accuracy and timely delivery., • Prepare materials for and participate in monthly P&L and budget review meetings with leadership and business line managers, supporting clear variance explanations and forward-looking commentary., • Analyze historical results, perform variance analysis, identify trends, and deliver actionable recommendations to improve financial performance., • Evaluate actual results against budget and forecast and clearly communicate drivers of performance and their business implications., • Support the preparation of regular decks for board meetings. Process Improvement & Cross-Functional Partnership • Identify opportunities for process improvement across FP&A workflows and communicate recommendations to the Finance team, including development of standardized and ad-hoc reports and automated reporting tools., • Partner with the broader Finance team and cross-functional stakeholders to ensure accuracy, consistency, and integrity of financial reporting., • Champion data quality and reporting best practices, leveraging BI tools and FP&A platforms to scale analytical capabilities. THIS OPPORTUNITY IS FOR YOU IF YOU HAVE/ARE: Education & Experience • Bachelor’s degree in Finance, Accounting, or Business required; MBA or advanced degree a plus., • 2+ years of progressive experience in financial planning & analysis, corporate finance, or a related field required., • CPA or CFA designation a plus., • Experience in Real Estate, Private Equity, Banking, M&A, or financial services strongly preferred. Technical Skills • Proficiency in Excel required, including complex financial modeling, dynamic formulas, and data visualization., • Experience with Tableau preferred; demonstrated ability to build and maintain dashboards and analytical reports., • Familiarity with Vena or similar FP&A/budgeting platforms preferred., • Experience with QuickBooks or Microsoft Dynamics/Business Central a plus., • Exposure to SQL or other data querying tools a plus., • Exposure to Claude or other AI tools a plus. Competencies & Soft Skills • Strong analytical and critical thinking skills, with the ability to synthesize large datasets into clear narratives, and the intellectual honesty to deliver an accurate picture., • Excellent interpersonal and communication skills with the confidence to present financial insights and recommendations directly to leadership, and the humility to invite challenge and change course when the data or a different perspective warrants it., • True self-starter: proactively identifies opportunities to improve processes, solve problems, and drive results with a genuine sense of urgency and personal accountability., • Collaborative team player who prioritizes team outcomes over individual recognition, willingly pitches in across the Finance team, and celebrates the success of others., • Highly organized with exceptional attention to detail and a commitment to doing things right, maintaining accuracy and integrity in financial reporting., • Strong business acumen, with the ability to connect financial insights to strategic decision-making; passionately seeks what’s best for the organization and is candid about what’s working and what isn’t. WHAT WE OFFER: 3 weeks of PTO, 13 company paid holidays, paid parental leave, and a flexible work environment. Medical, Dental, Vision, Life, Disability, and 401K plans begin the first of the month after 30 days of employment. OUR PURPOSE is to provide opportunities that help people thrive using their God-given abilities. OUR CORE VALUES: • Be a Self-Starter. Continuously seek ways to improve yourself and the business, take responsibility, and act with urgency to solve problems., • Be a Team Player. Prioritize team success over individual achievements, support your colleagues, and contribute to creating high-performing teams., • Be a Patriot. Focus on the greater good of the organization, be honest about what’s working, and passionately work towards making the company better., • Do it Right. Uphold high standards and integrity, even when no one is watching, and always aim to do the right thing., • Be Humble. Lead by serving others, value diverse perspectives, and remain open to new ideas and feedback. WHAT WE DO: As the largest commercial real estate services marketplace in the nation, MountainSeed MarketPlace offers a comprehensive range of appraisal management, review services, and more. MountainSeed Analytics platform provides real-time, accurate real estate data insights, helping clients make informed decisions in markets across the U.S. MountainSeed’s Capital Markets Solutions including Loan Sale Advisory and Sale Leaseback Programs assist in enhancing an institution’s financial health. MountainSeed is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

Job Description We’re Hiring! Controller – Atlanta, Georgia Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. POSITION SUMMARY: Responsibilities include but are not limited to the following: • Oversees and manages the day-to-day operations and activities of the Accounting Department, • Handles the month, quarter, and year-end closing process, including the reconciliation of the general ledger, • Controls bank overhead expenses and makes recommendations to improve the bank’s cost structure; implements and manages approved expense controls, • Prepares and is responsible for the accuracy and timely completion of the company’s financial statements and regulatory reporting and filings (Call Reports, FR Y-9SP, Corporate Annual Reports to Shareholders, Proxy Statements and Notices, etc.); ensures all financial reporting processes are in compliance with appropriate GAAP standards and regulatory requirements, • Evaluates and recommends annual insurance coverage for protection against property losses and potential liabilities; manages and oversees the bank’s property casualty and liability-related insurance programs, • Serves as a contact and interacts with board members, shareholders, investment bankers, regulators and external auditors, • Manages the Treasury functions of the bank, which includes the investment portfolio, liquidity management, and pledge requirement for public deposits, • Coordinates and prepares the tax returns for real property, personal property, intangible, etc., • Determines depreciation rates to apply to capitalized items and advises management on desirable operational adjustments due to tax revisions, • Prepares and presents clear, accurate, concise, and effective correspondence, communications, documents, presentations, year-to-date financials, projections, analysis, forecasts, monthly board and management reports, and other reports and information, • Manages cash flow by tracking transactions and regularly reviewing internal reports, • Maintains internal control and safeguards for receipt of revenue, costs, program budgets, and actual expenditures, • Maintains an accurate chart of accounts and a system of controls over accounting transactions; ensures that all financial transactions are properly recorded, filed, and reported; examines all financial reports and data closely to check for discrepancies, • Prepares ALCO and Audit Committee Meeting information packages and reports for the board of directors’ and committee meetings; records and prepares ALCO and Audit Committee meeting minutes, • Attends ALCO and Audit Committee meetings and other bank-related meetings, • Manages the bank’s annual strategic budgeting process; develops, implements, and tracks the annual budget and strategic plan for the Accounting Department, • Assists the bank’s examiners’ internal and external auditors as needed during examinations, audits, and other engagements, • Reviews, develops, updates, revises, implements, maintains, and enforces a documented system of effective and efficient accounting internal controls, policies, procedures, guidelines, etc., • Makes presentations and presents reports to the executive and senior management, board of directors, stakeholders, and others, • Ensures that accounts payables are paid accurately and promptly, and all accounts receivables are collected promptly, • Increases the efficiency and digitalization of all accounting-related processes, functions, and systems, • Demonstrates and maintains sound, update-to-date, and comprehensive working knowledge and understanding of all aspects of accounting, financial and banking-related regulations, laws, industry trends, developments, financial forecasts, bank policies, procedures, guidelines, rules, processes, practices and expectations related to areas of responsibilities and banking solutions, products, and services offered by the Bank, its subsidiaries, strategic alliances, third-party service vendors and competitors., • Reviews, ensures timely updates, and maintains contracts; completes the annual vendor management and business continuity reviews and updates process; ensures compliance with the Vendor Management and Business Continuity Programs, • Uses experience and knowledge to drive and contribute to outstanding team performance, • Ensures and complies with all local, state, and federal government reporting requirements and tax filings, • Recruits, coaches, develops, motivates, and manages the Accounting Department team; reviews and updates performance metrics and job descriptions, • Initiates and implements strategic plans, strategies, and solutions to maximize corporate profit, • Monitors and enforces compliance of policies, procedures, guidelines, expectations, and bank’s practices, • Interprets and analyzes accounting and financial-related laws, rulings, and regulations; reviews regulatory requirements to determine applicability and impact on the bank’s operations, • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment, • Exceeds all established performance and position goals, objectives, and expectations Other Duties and Responsibilities: • Adheres to all policies, procedures, guidelines, expectations, laws, regulations and training requirements, • Uses good judgment and makes sound business decisions, • Ensures that the Accounting team delivers exceptional customer service consistently to all business lines and maintains productive and effective working relationships with all internal and external customers, service providers, and vendors, as well as adheres to response turnaround standards, • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately, • Facilitates effective and efficient meetings and training sessions, • Leads initiatives and projects, mitigates risks, adds value, and supports the Bank’s vision, mission core values, business principles, goals, and objectives, • Attends, assists, and participates on bank committees; attends, participates, promotes, and represents the Bank at business, professional, and community events, functions, meetings, organizations, associations, programs, and activities to support and broaden the Bank’s image and visibility and help increase business development and other related opportunities, • Demonstrates consistent professional appearance, behavior, image, high level of integrity, and ethics and consistently represents the CTB Brand, • Manages other assigned functions and performs other duties and responsibilities as assigned QUALIFICATIONS: • Minimum 10 years of proven comprehensive and progressive accounting, financial reporting, management, and leadership experience in a banking environment, • Bachelor’s degree or master’s degree in accounting, finance, economics, business administration, management, or related field; Certified Public Accountant designation required, • Working knowledge of financial planning analysis (FP&A) and mergers and acquisitions, • Strong knowledge and understanding of general banking regulations, laws, guidelines, GAAP, accounting practices, and related procedures, • Excellent analytical, technical, problem-resolution, and negotiation skills with the ability to interpret financial reports and legal documents, • Working knowledge of month-end closing procedures and current understanding of the industry’s trends/developments and banking investment practices, • Digital and technology-savvy; advanced level skill set in using advanced Microsoft Excel (formulas, graphing, pivot tables, etc.), Microsoft Office, FIS core system, and other innovative accounting and reporting systems, • Expert level written and verbal communication and diplomacy skills with the ability to communicate clearly, concisely, persuasively, informatively, tactfully, and effectively across all levels of the organization, • Demonstrated ability to use accurate and excellent judgment, discretion, and reasoning, as well as make sound business decisions, comprehend and follow directions and instructions, • Highly resourceful team player with excellent presentation, interpersonal, relationship building, leadership, organizational, and in-depth supervisory skills are essential, • Possess the ability to readily analyze and interpret government regulations, assess and articulate complex problems and solutions; strong analytical, technical, problem resolution, project management, strategic and critical/logical thinking, research, and negotiation skills, • Must be a self-starter who is self-motivated and directed with the ability to resolve accounting-related problems, produce accurate and organized work with minimum supervision, and handle multiple tasks; goal-oriented with the ability to produce quality results, meet all established goals, objectives, deadlines, and expectations; ability to comply with all bank policies, procedures, regulations, and laws, • Excellent quality customer service, telephone, and listening skills with a genuine interest in serving customers and the ability to collaborate and build good cross-functional business relationships, • Outgoing and trustworthy with the ability to effectively handle and maintain confidential matters and information, • Demonstrated ability to conduct and facilitate effective meetings, reconciliation and accounting-related training classes, • Ability to work independently in a fast-paced, high performance and changing environment, and must be able to adapt to change, • Must be able to demonstrate and maintain a positive composure and consistently demonstrate professional appearance, demeanor, image, and consistently represents the CTB Brand, • Ambitious with a strong work ethic and high integrity, positive behavior, and ability to work both independently and as part of a team in a collaborative environment; detailed-oriented with excellent time management and strategic planning skills, • Exceptional creativity with the ability to prioritize work and meet deadlines, • Must be mature, flexible, and energetic with a competitive and winning spirit, • Assertive and demonstrates initiative with the ability to work through challenging situations and find win-win solutions Citizens Trust Bank is committed to investing in our employees, cultivating a rewarding professional team and results-oriented work environment that is based on respect, accountability, and high-quality performance. We offer competitive compensation and a comprehensive employee benefits package for our full-time employees. Our benefits package includes the following: • Medical, Dental, Vision and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description Senior Full Charge Bookkeeper Sandy Springs, GA | Future Hybrid / Remote Opportunity What if you had the opportunity to help build an accounting department from the ground up? Accountants One is partnering with a highly successful and growing organization that has recently hired an exceptional CFO to build a world-class accounting function. As part of that investment, we have been retained to identify a Senior Full Charge Bookkeeper who enjoys more than simply processing transactions—you enjoy creating structure, improving processes, and helping build something lasting. If you enjoy "planting the garden" rather than simply maintaining it, this could be an outstanding opportunity. Today, the company's accounting activity spans 13 retail locations across 2 separate franchised brands, with responsibilities currently managed through multiple . Together, you and the CFO will centralize those activities, establish best practices, and create an efficient, scalable accounting department designed to support future growth. This is not a traditional Full Charge Bookkeeper position. While you'll own the day-to-day accounting responsibilities, you'll also partner directly with the CFO to develop procedures, improve workflows, and build an accounting department designed to support a growing multi-location organization. Not only will the organization grow, but you will be given the opportunity to continue to develop and learn new skills. This is a unique opportunity to join early and make a lasting impact. What You'll Do As the Senior Full Charge Bookkeeper, you'll own the accounting function while helping establish the systems, procedures, and controls that will guide the department as it continues to grow including tool selection. Responsibilities include: • Full-charge bookkeeping, • General ledger maintenance, • Journal entries and account reconciliations, • Accounts Payable and Accounts Receivable, • Bank and credit card reconciliations, • Payroll processing, • Payroll tax filings and compliance, • Sales and use tax preparation and filing, • Month-end close, • Financial reporting support, • Assist with accounting system improvements, • Create accounting procedures and documentation, • Partner with the CFO to centralize accounting for 13 retail locations, • Help build a scalable accounting department We're Looking For Someone Who... • Enjoys building something rather than simply maintaining it., • Thrives in an entrepreneurial, growing environment., • Has strong technical accounting and bookkeeping skills., • Likes solving problems and improving efficiency., • Wants to partner directly with an experienced CFO., • Takes ownership and enjoys creating order from complexity., • Takes pride in creating structure, consistency, and best practices., • Is comfortable wearing multiple hats in a growing organization. Why You'll Love This Opportunity • Partner directly with a highly respected CFO who is supportive but not a micro-manager, • Help build the accounting department from the ground up., • Significant influence on future accounting processes and procedures., • Work with a successful, growing multi-location organization., • Begin in a collaborative, in-office environment, with the expectation of transitioning to a hybrid schedule once the department is established., • Future bonus opportunity as the organization continues to grow. If you've ever wanted to be part of building an accounting department the right way instead of inheriting one, this is your opportunity. Location Sandy Springs, Georgia About Accountants One Since 1973, Accountants One has specialized exclusively in Accounting and Finance recruiting. We believe exceptional organizations deserve exceptional Accounting and Finance professionals, and we are honored to represent outstanding opportunities like this one. 18566 Company DescriptionAccountants One is an Accounting and Finance Recruiting and Staffing Firm. We understand that an organization is only as good as its people. That is why we are fanatical about recruiting. Our inspiration is derived from the creation of value through aligning the right organizations with the right people.Accountants One is an Accounting and Finance Recruiting and Staffing Firm. We understand that an organization is only as good as its people. That is why we are fanatical about recruiting. Our inspiration is derived from the creation of value through aligning the right organizations with the right people.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients, • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum of 1-3 years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Moderate tax code knowledge and general accounting skills, • Obtained or in the process of obtaining CPA and/or EA preferred, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $70,000—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description GHJ is looking for an International Tax Manager WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients - providing personalized service and building long-term relationships to help position our clients for the future. HOW we succeed We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role: At GHJ, our Tax Practice is comprised of over 250 professionals, the majority of whom have post-graduate degrees in tax, law, or business and many have previously worked with "Big Four" accounting firms. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state, and local tax strategies, and international matters. We are seeking an experienced International Tax Manager to join our international tax practice, with a primary focus on high-quality U.S. international tax compliance and reporting. This role is ideal for a technical manager who enjoys variety: our client base includes inbound and outbound businesses and individuals, closely held groups, partnerships, corporations, foreign-owned U.S. operations and U.S.-owned foreign structures with differing levels of complexity. The right candidate will be hands-on in reviewing complex compliance deliverables, identifying technical issues, guiding staff and working directly with partners and clients. This role offers broad exposure across the tax practice and the opportunity to become a trusted advisor on sophisticated international tax matters. You will be responsible for: • International Tax Compliance: Manage and review U.S. international tax compliance for a diverse portfolio of inbound and outbound clients, including corporations, partnerships, foreign-owned U.S. businesses and U.S. businesses with foreign subsidiaries or operations., • Complex Reporting Forms: Review and supervise preparation of international tax reporting forms, including Forms 5471, 5472, 8858, 8865, 8621, 1120-F, 1042/1042-S, 8804/8805 and related W-8 documentation, with a focus on accuracy, completeness and practical risk identification., • Earnings and Profits / Tax Attribute Analysis: Analyze and review E&P, previously taxed earnings and profits, foreign tax credit, Subpart F, GILTI and related tax attribute calculations as relevant to client compliance and planning projects., • Withholding and Treaty Matters: Evaluate U.S. withholding tax obligations, reporting requirements and treaty positions, including documentation, characterization of payments and practical implementation for clients., • Inbound and Outbound Technical Issues: Address complex international tax questions arising from foreign investment into the United States, U.S. investment abroad, cross-border ownership structures, disregarded entities, partnerships and permanent establishment or branch considerations., • Research & Analysis: Delegate, manage and perform technical tax research to support compliance positions and client advice, translating complex rules into clear, actionable recommendations., • Client Service and Project Management: Manage multiple engagements and deadlines across the practice, communicate directly with clients and internal teams, and help ensure timely delivery of high-quality work., • Team Development: Serve as a technical resource and mentor to staff and seniors, promoting knowledge-sharing, consistent execution and professional growth., • Practice Support: Collaborate with partners and senior leaders to identify technical issues, improve processes, support engagement profitability and contribute to the continued growth of GHJ's international tax practice.What skills & experience you’ll bring to us:, • Education & Certification: Bachelor's degree in Accounting, Business or related equivalent, as well as CPA certification. A Master of Science degree in Taxation, LL.M. or J.D. is highly preferred., • Experience Level: 5+ years of relevant public accounting or professional services experience, with a strong background in U.S. international tax compliance., • International Tax Compliance Expertise: Significant experience reviewing complex international tax filings and reporting forms, including Forms 5471, 5472, 8858, 8865 and 1120-F., • Technical Knowledge: Working knowledge of key international tax concepts such as E&P, Subpart F, GILTI, foreign tax credits, withholding tax, treaty analysis, branch reporting, entity classification and cross-border ownership structures., • Client Variety: Experience serving a range of clients and structures, including inbound and outbound companies, individuals, privately held businesses, partnerships and multinational groups., • Review and Supervisory Skills: Proven ability to review complex workpapers and filings, coach team members, manage competing priorities and maintain strong technical quality., • Communication: Excellent written and verbal communication skills, with the ability to translate complex international tax concepts into clear, practical advice for clients and internal teams., • Technology: Proficiency with tax preparation, research and planning software programs; experience with process improvement and technology-enabled compliance workflows is a plus.What we need from you:, • Leadership: Demonstrate leadership and supervisory skills while creating a collaborative, supportive environment for staff development., • Client Focus: Build strong client relationships by being responsive, practical, technically thoughtful and solution-oriented., • Judgment: Be a self-starter with the ability to work independently, identify when issues require escalation and apply sound professional judgment., • Execution: Prioritize multiple projects simultaneously, manage deadlines and maintain attention to detail in a fast-paced client-service environment., • Commitment: Bring curiosity, accountability and a strong commitment to teamwork, technical excellence and exceptional client service., • Growth Mindset: Show enthusiasm for developing deep technical expertise within a growing international tax practice. Seven decades, overriding focus: our people and our clients. GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 26 partners and approximately 250 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success. We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide. GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $135,000 - $170,000. Equal Employment Opportunity GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers. #LI-JN1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Who we are: Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About Pension Financial Services, (PFS): Based in Duluth, Georgia, Pension Financial Services (PFS) is a pension specialist founded by the principle that "interest today creates tomorrow." PFS provides the highest caliber actuarial and retirement planning services to over 800 clients across the Southeast. PFS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Pension Financial Services (PFS), a Strongpoint Partner, is seeking an experienced Retirement Plan Team Lead to manage a portfolio of approximately 65–75 qualified retirement plans while providing leadership and oversight to a Retirement Plan Administrator on their team. This role is ideal for a seasoned retirement plan professional with 10+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service. The successful candidate will possess extensive experience administering complex defined contribution plans, including cross-tested, combo, multiple employer, pooled employer, and group of plans. They will serve as both a technical resource and people leader, ensuring high-quality client service, maintaining workflow efficiency, and supporting the professional development of their team member. PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule. Key Responsibilities:Retirement Plan Administration • Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z., • Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing., • Administer complex plan designs including:, • Safe Harbor, • Profit Sharing, • Cross-Tested/New Comparability, • Combo Defined Contribution/Cash Balance and Defined Contribution/Defined Benefit plans, • Pooled Employer Plans (PEPs), • Open and Closed Multiple Employer Plans (MEPs), • Group of Plans (GOPs), • Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans., • Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team., • Review and interpret plan documents and recommend plan design enhancements., • Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments., • Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings., • Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts., • Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements., • Import, validate, and reconcile participant census and financial data., • Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters. Team Leadership • Provide day-to-day leadership and oversight for an assigned Retirement Plan Administrator., • Monitor workflow and production for both personal and team workloads to ensure deadlines and service standards are consistently met., • Review team member work for accuracy, completeness, and quality., • Serve as the escalation point for Tier 2 client issues and assist team members in resolving complex administrative or compliance matters., • Conduct annual performance reviews and provide ongoing coaching, mentorship, and development., • Foster collaboration, accountability, and continuous process improvement within the team.Qualifications:, • 10+ years of full-cycle (A-Z) qualified retirement plan administration experience., • Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility., • ASPPA QKA designation required., • QPA and/or Certified Pension Consultant (CPC/CBS or equivalent advanced credential) strongly preferred., • Strong expertise with:, • Non-discrimination testing, including 401(a)(4), 414(s), and Benefits, Rights & Features testing, • Controlled Group and Affiliated Service Group rules, • Trust accounting, • Complex plan designs including PEPs, MEPs, Group of Plans, and combo DC/CB or DC/DB arrangements, • Prior experience leading or mentoring retirement plan administration staff., • Excellent client relationship management and communication skills., • Strong analytical, organizational, and project management abilities., • Detail-oriented with exceptional mathematical and accounting aptitude., • Ability to work independently in a fast-paced remote environment while managing multiple competing priorities.Pay Transparency Statement: The anticipated pay range for this position is $90,000-$105,000 annually. At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Our Value-Driven Employee Experience: • Flexible Workplace – Hybrid and remote options available for many roles., • Flexible PTO – Competitive paid time off, including flexible & unlimited options., • Inclusive Environment – A culture that values diversity, collaboration, and respect., • Growth Opportunities – Support for ongoing learning and career development., • Comprehensive Benefits – Health, dental, vision, life, and disability coverage., • Workplace Perks – Incentive bonus programs, flexible hours, & more. **Specific benefits and programs may vary by partner and position.

Job DescriptionCompany Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programs as we turn challenge into opportunity and complexity into success. Our capabilities include program, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier program, project and cost management offering in markets around the world. Job Description Turner & Townsend is seeking a Cost Manager / Quantity Surveyor to join our Atlanta team, and support our expanding portfolio of data center clients. This role is critical to our continued growth in the mission-critical and hyperscale data center sector. The ideal candidate will bring strong commercial acumen, technical awareness of data center delivery, and a proactive approach aligned with Turner & Townsend’s purpose and values. Responsibilities: • Advising client on strategies, managing prequalification of vendors, assessing proposals, bids, and bid levelling documents, making final recommendations to the client, attending & chairing bid interviews, and managing appointment process., • Manage estimating services for full project by developing project estimates (relating to construction, fees, direct work and other costs), reviewing estimations prepared by junior team members, presenting estimates to client, presenting value engineering recommendations and risk assessments to client, meeting with vendors to review, validate, and challenge costs, and reviewing estimates by utilizing benchmark data collected from other projects., • Manage cost reporting by establishing reporting schedule, reviewing & presenting cost reports and forecasts, reviewing project budget & spend forecast with the client, developing & maintaining commercial risk register, and hosting periodic meetings with project team & vendors., • Manage cost control process by reviewing payment application assessments prepared by junior team members, liaising with project managers to recommend contractor entitlements, reviewing requests for change orders from vendors & making recommendations to client, and using dispute prevention/management/resolution procedures to manage payment requisitions, change orders, and contractual disputes., • Manage & monitor invoicing process., • Benchmark performance against other successful commissions., • Manage all facets of the final accounting process and post contract audits and account close outs., • Hold post-contract reviews with the client to establish a lesson learned document and apply lessons to create training manual., • Develop procedures governing handover of project., • Perform all the duties above through the use/preparation of Bid Analysis Sheets, Change Control Forms, Cost Estimating Software, and Take-off Software., • SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Qualifications, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering or field related to construction., • Minimum 3–5 years of relevant experience working in a cost management role in the construction industry, with exposure to data center, mission-critical, or highly serviced projects preferred., • RICS accredited or working towards it is valuable., • Experience supporting cost management on medium or large sized construction projects, ideally including MEP-intensive environments., • Construction consultancy experience is strongly preferred., • Good knowledge of construction industry technical matters, such as different procurement routes, value management, and value engineering, with awareness of data center design and delivery considerations (e.g., redundancy, phasing, and scalability)., • Strong communication skills. Additional Information On-site presence and requirements may change depending on our clients' needs. Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at www.turnerandtownsend.com/ Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.

Job Description National CASA/GAL is seeking a Chief Financial Officer Location: Seattle, WA, Washington, DC or Atlanta, GA Purpose The National Court Appointed Special Advocate/Guardian ad Litem (CASA/GAL) Association for Children fulfills society’s most fundamental obligation by making sure a qualified and compassionate adult will fight for and protect the best interests of a child who has experienced abuse or neglect. The mission of National CASA/GAL, together with its state and local members, is to support and promote court appointed volunteer advocacy so that every child who has experienced abuse or neglect can be safe, establish permanence and have the opportunity to thrive. Today, only 40% of these children have access to a CASA/GAL volunteer. The National CASA/GAL organization is committed to ensuring 100% of these children have access to a CASA/GAL volunteer. Breaking New Ground National CASA/GAL is embarking on a new strategic planning process to scale the work and increase our impact. Through this planning process, we will identify new business models, revenue streams and programs to build a financially strong and sustainable national organization equipped and resourced to provide technical assistance and support to the CASA/GAL network of local programs and state organizations. The culmination of the strategic planning process will be the launching of a major capital campaign. The team that will drive these changes will be hands on leaders, critical thinkers and problem solvers, relationship builders, collaborative decision makers, as well as effective communicators and entrepreneurial change leaders. Position Summary The Chief Financial Officer (CFO) will be a business partner, with the necessary leadership to provide credible counsel and guidance with a voice of reason. The CFO will be an integral part of developing the long range goals and strategies of the organization and the organizational transformation. The CFO must have impeccable communications skills with the ability to translate detailed information into clear, concise, and accessible messaging for non-financial stakeholders to understand. The ideal CFO will also have an ability to quickly assess and gain a strong understanding of National CASA/GAL’s business model and the child-welfare industry and be able to use this knowledge to provide an independent perspective and to constructively challenge functional area teams, ensuring that business decisions are grounded in data and solid financial criteria. The CFO must be able to navigate complex data and provide analytics and predictive scenarios that drive action and decision-making. The CFO should also identify opportunities for top line growth and drive revenue improvements, not just through the traditional methods of cost control, but through cost analysis, revenue strategies and benchmarking against industry peers. The CFO will ensure adequate assessment and mitigation of risk, and compliance with applicable regulatory or other legal requirements with an understanding of risk through a programmatic as well as a financial lens. The CFO will need to manage risk as the business executes on its strategies and initiatives as well as maintain a strong internal controls environment and financial reporting processes. As a member of the Executive Leadership Team the CFO plays a dual role in supporting strategy development and helping enable its execution. The CFO also plays a role in prioritizing and ensuring the strategy can be funded. This also includes communicating the strategy and progress against it to external stakeholders. The Chief Financial Officer ensures that the organization is sustained through strong internal systems, diversified funding, and a strategic and compelling position in the external world. The CFO will supervise and actively participate in the carrying out of all financial and operational functions with direct responsibility for financial management and operations. Functional Area Oversight In addition to the management of the financial organization, the CFO will provide oversight, leadership and guidance to Operations, Technology, Procurement, Grants Management and Accountability and Human Resources, ensuring an integration of these support functions and a highly effective and efficient sustainable organization. Primary Responsibilities: Finance • As a business partner to the Chief Executive Officer (CEO) and Executive Team, assess organizational performance against both the annual budget and the organization’s long-term strategy., • Develops long range financial plans to ensure financial sustainability in partnership with the CEO and Board of Trustees, • Develops and identifies contributed and earned revenue strategies in partnership with the Chief Development Officer, the CEO and other members of the Senior Management Team., • Leads financial management and ensures strong fiscal responsibility and accountability. Approves departmental budgets to ensure they align with the priorities, goals and objectives of the organization., • Responsible for the development and oversight of the annual budget planning, development process, • Develops tools and systems to provide critical financial and operations information to the CEO and make actionable recommendations on both strategy and operations., • Manages the annual budget to ensure all organizational expenditures are approved through the budget process and any unbudgeted expenses are approved, • Ensures the development of and adherence to financial policies and procedures, • Provides monthly reports and dashboards to the CEO to ensure transparency and knowledge on the financial position of the organization, assets and investments, • Responsible for cash flow planning, investment, and asset management, • Develops models for forecasting, business planning, pricing, and reporting, • Reviews monthly financial position, prepares reports, and makes strategic recommendations that ensure financial stability, • Manages audit, investment and banking relationships; represents the organization to financial partners, • Remains current on nonprofit audit, best practices, and state and federal laws regarding non-profit operations, • Work with functional area leaders to understand needs and seek solution for budget short falls Planning • Plan and develop a sustainable financial structure that meets mission needs, goals, and aspirations over time, • Plan and develop a sustainable and dynamic business model that finds the necessary revenues and efficiently and effectively manages expenditures over the fiscal years, • Plan and build a sustainable financial function and organizational infrastructure that will support and contribute to organizational success, • Ensures timely financial reports are provided to the CEO and Board of Trustees, • Develops a long term financial plan and roadmap to ensure that National CASA/GAL meets its goal of becoming a financially sustainable organization, • Ensures accomplishment of the financial goals set by the Board of Trustees, • Develops an earned revenue strategy and plan for the National CASA/GAL in partnership with the Chief Marketing Officer and the Chief Development Officer, • Develops budgets and forecasts that align with annual and strategic plans, • Represents the organization to financial partners, • Engages Board of Directors Finance Committee to develop financial plans and projections, • Conducts economic impact studies as required Leadership • Provides leadership and support to direct reports for their professional growth, • Creates and manages a high performing team while meeting or exceeding goals, • Shares responsibility for strategic integration of operational activities within and between reporting departments and other areas of the organization, • Serves as a member of the Senior Management team and participates in organization wide problem solving and decision making, • Performs organization wide strategy, performance and risk management Administration • Coordinates audits and proper filing of tax returns, • Ensures legal and regulatory compliance regarding all financial functions, • Provides insight, vision, and leadership that enables the organization to lead and respond to opportunities within the child welfare sector, • Actively participates in identifying and generating revenue for the organization, • Other duties as assigned ABILITIES • Strong interpersonal skills, sound judgment, and the ability to work independently, • Ability to embrace and exemplify organizational competencies and values, • Works well under pressure within tight timelines; skilled in prioritizing responsibilities, • Commitment to work collaboratively with all constituent groups, including staff, board members, volunteers, donors, state and local program staff, and other supporters, • Demonstrated continuous improvement through professional development, • Ability to become a steward and ambassador for the CASA/GAL mission and brand REQUIREMENTS • Bachelor’s degree in finance or business required; CPA and master’s strongly preferred (MBA or master’s in finance), • Minimum of ten years as a CFO with some experience preferably in a non-profit organization, • Minimum of eight years of direct experience leading financial management and operations including accounting, budgeting, forecasting, cash management, • Demonstrated capabilities in both strategic and operational leadership; strategic planning, and business forecasting, • Demonstrated track record of success in a senior financial leadership role in a major not for profit organization or industry, or in government, • Demonstrated successful experience in leading and managing finance and accounting teams, • Experience managing federal funding and A-133 requirements, • Must be detail oriented with high level of organizational and time management skills, • Excellent verbal, written and presentation skills and ability to report complex financial and technological information to all audiences, • Proven ability managing financial systems and leveraging technology to achieve operational efficiency, • Successful experience working with board level committees, • Strong problem solving skills, proven staff development and team building skills and sound judgment, • Ability to work effectively and creatively in a complex organizational setting, • Allegiance to best practices and continuous quality improvement across all departments; commitment to building and fostering an ethnically and culturally diverse workforce, • A hands on, roll-up-your sleeves collaborative leader with professional bearing to represent National CASA/GAL’s mission to a broad range of constituents, • Possesses an appreciation for and genuine interest in the CASA /GAL Mission, • Values data driven decision making and demonstrates success in generating and executing thoughtful practical solutions, • Ability to operate in a flexible, entrepreneurial, and opportunistic environment, • Proven success with leading large scale initiatives, change management, and culture shifts, • Successful experience directing and implementing new systems, processes, and technology to enhance internal operations and organizational effectiveness, • Demonstrated ability to bring a bold, creative leadership style; capable of leading, inspiring, and engaging team members Compensation and Benefits National CASA/GAL offers a competitive base salary plus benefits, generous paid leave, and work/life balance policies. This is a full-time exempt position. National CASA/GAL is headquartered in Seattle, WA, with offices in Washington D.C. and Atlanta, GA, and is committed to an inclusive and welcoming workplace environment. Organizational Values Adaptability ◦ Collaboration ◦ Integrity ◦ Respect ◦ Quality ◦ Service ◦ Stewardship To apply: Please send resume and cover letter to employment@nationalcasagal.org. NATIONAL COURT APPOINTED SPECIAL ADVOCATE/GUARDIAN Ad LITEM ASSOCIATION www.nationalcasagal.org EQUAL OPPORTUNITY EMPLOYER

Job Description At Aylo Health, we work together to enrich the health and well-being of every life we touch. Our mission is to make quality healthcare simple and convenient. Because healthy people can do amazing things! We offer a work environment that values the creation of lifelong relationships, while also providing opportunities for growth and career development. We strive to care for each other with the same passion with which we care for our patients. Aylo Health offers competitive pay to team members who provide high-quality care, while delivering an exceptional patient experience. Position Summary Aylo Health is seeking a Manager, Strategic Finance & Operations to serve as a strategic business partner to the Chief Operating Officer, with a dotted-line relationship to the Chief Financial Officer. Operating at the intersection of finance and operations, this role turns data into decisions by building the analytical foundation for how the practice staffs its clinics, compensates providers, measures business-line performance, and evaluates growth opportunities. The position will spend most of its time supporting the COO and operations leadership team, while drawing on finance for methodology, data, and rigor. This is a high-visibility role with direct exposure to executive leadership. It is well suited for an analytically strong professional who is equally comfortable building financial models and participating in clinic operations discussions, and who can translate complex analysis into clear recommendations for a non-financial audience. Organizational Context Aylo Health is a primary care physician practice operating 16 primary care clinics, 3 imaging centers, and a sleep lab across the Atlanta metropolitan area, with approximately 100 providers and more than 600 total employees. The practice runs on eClinicalWorks (EHR/practice management), Sage Intacct (accounting), and Salesforce (patient outreach and portal). Reporting Relationship This position reports directly to the Chief Operating Officer, with a dotted-line relationship to the Chief Financial Officer. The role works closely with and supports the COO and operations leadership team. This position has no direct reports at the time of hiring. Key Responsibilities • Business-line performance analysis: Produce recurring performance reports and KPI scorecards across business lines, including primary care, imaging, and sleep; analyze volume, productivity, payer mix, and profitability; and provide clear variance and root-cause commentary., • Business-line expansion: Build pro formas and business cases to evaluate new or expanded service lines, quantifying investment requirements, returns, and risks., • Footprint expansion: Support market and demand modeling, capacity planning, and financial feasibility for new locations., • Professional staffing model: Build and maintain staffing and productivity models for physicians (MD/DO), advanced practice providers (APPs), and radiologic technologists, aligning provider capacity with patient demand, access targets, and financial objectives., • Support staffing model: Model support-staff coverage and ratios for medical assistants, front desk staff, and the patient contact center against volume, patient access, and service-level targets., • Compensation model: Develop, analyze, and help execute provider and staff compensation models, including productivity- and value-based components; test scenarios; and quantify the financial impact of design changes., • Ad hoc analysis: Respond to analytical requests from the COO, CFO, and operations leaders with accurate, timely, decision-ready work products., • Data, dashboards, and storytelling: Develop dashboards, reports, and data visualizations that increase transparency and accountability; structure results to tell a clear, actionable story for executive and operational audiences., • Presentation materials: Prepare unit-level and executive-level business review materials for operations leadership.General Traits & Qualifications, • Strong business acumen and financial fluency, with the ability to build and interpret models, financial statements, and profitability analyses., • Genuine interest in or experience with operations, with comfort engaging directly with clinic and operations leaders., • Advanced Excel modeling skills required; Power BI or Tableau experience preferred; SQL querying and database management experience valued., • Experience with data visualization and dashboard development, KPI and scorecard design, forecasting, predictive analytics, statistical analysis, variance analysis, and root-cause analysis., • Excellent executive communication skills, with the ability to explain complex analysis clearly to non-financial stakeholders and build consensus., • Intellectual curiosity and a proactive, problem-solving orientation., • Familiarity with using large language model (LLM) tools to automate and streamline analytical work is a plus.Healthcare Analytics (preferred, not required) A healthcare background, particularly in physician-practice operations, is highly valued but not required; a strong analyst from an adjacent industry can learn the domain. Relevant exposure includes provider productivity, patient access metrics, revenue cycle analytics, payer-mix analysis, population health and quality-measure reporting, value-based care analytics, referral management, and clinical staffing productivity. Familiarity with core operations metrics, including office visits, average encounter value (AEV), no-show rates, referral leakage, and lab turnaround time, is a plus. Systems Experience (preferred) Preferred experience includes eClinicalWorks, Salesforce, Dayforce, Greenhouse, Tableau or Power BI, and a financial ERP system such as Sage Intacct or a comparable platform. Education & Experience • Bachelor's degree in Finance, Accounting, Economics, Business, Healthcare Administration, Statistics, or a related quantitative field required; master's degree, MBA, or MHA preferred., • Generally, 3–10 years of relevant experience in financial analysis, decision support, strategic finance/FP&A, healthcare analytics, or operations analysis. A demonstrated track record in a closely related role may substitute for years of experience at the lower end of the range., • Healthcare experience preferred; CPA, CMA, BI, or SQL certifications are a plus. Location: Hybrid in Atlanta, GA Employment Type: Full-time Benefits: Competitive salary, comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and professional development opportunities. Aylo Health is an Equal Opportunity Employer

Job Description Business Development Representative (Pharmaceuticals): Atlanta, GA Territory A unique pharmaceutical company, Galt has found a better way to enhance the quality of life of patients with products that meet unmet clinical needs, while creating life-changing opportunities for entrepreneurs, our employees and the individuals within the communities we serve. The role of the Business Development Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Business Development Representative position requires a unique set of business skills (e.g. financial and data analysis) to profitably manage franchise activities as a surrogate for the Phranchise Owner. This position requires sales experience with a Business Owner mentality. Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. What's the Culture like at Galt? We're not your traditional pharmaceutical company! The Galt company culture is dynamic, employee-focused, and entrepreneurial! We are proud to offer a career experience that will make you excited to work every day. We are creating an environment of continuous improvement through collaboration and diverse thinking by solving challenging problems. At Galt, you will have daily opportunities to learn and inspire those around you. You will be surrounded by a team of self-starters who are motivated to make an impact with every interaction. We offer flexible work hours, and we believe in life outside the office. This full-time salaried position offers a comprehensive benefits package and an exceptional work-life balance with a 4-day work week (Monday through Thursday, with Friday off!). The benefits include medical, dental, and vision insurance, 401(k) retirement plan, life and disability insurance, PTO, and paid holidays, along with HSA and FSA options and an Employee Assistance Program! Employees join a collaborative team that values creative problem-solving and entrepreneurial thinking in a fast-paced, solution-driven culture! Responsibilities: Business Development • Develops the territory franchise as a business profit center., • Develops the business plan to achieve sales goals which includes Account Identification, Marketing Initiatives, Expense Allocations, and Time Management., • Develops a minimum of 20 accounts which result in "Galt 10" parameters., • Develops strategic partnerships with healthcare practices and pharmacies., • Participates in Territory Business Reviews with Phranchise Owners., • Collaborates with corporate business functions (marketing, supply chain, operations, sales) to share creativity and results which leads to best practices across the organization. Territory Management • Represents Galt Pharmaceuticals through a demonstrated understanding of Galt's Vision and Principles., • Understands the social/political culture of communities within the franchised territory., • Performs data analysis to evaluate targeting, trends and prospecting., • Uses tools such as CRM, sales and prescription data to measure performance and activities., • Approaches territory management through people centricity rather than by targeting competitive products., • Represents Galt Pharmaceuticals within the territory as "A Better Way" to deliver pharmaceutical care, one patient at a time., • Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts., • Makes sound financial decisions saving on time and expenses., • When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts., • Implements efficient routing and execution of market strategy in healthcare offices, pharmacies, physicians, and anchor pharmacies based upon the Galt Sales Process. Account Management • Implements Galt Account Management & Sales Processes., • Works with accounts to solve problems, bringing value to the business and focused care to customers, and application(s) of product knowledge and benefits., • Differentiates the business through white glove, concierge service that brings true value to customers., • Actively listens to internal and external stakeholders to identify barriers, gaps and opportunities., • Facilitates solutions through excellent problem-solving skills, and knowledge of both the business and customer. Professional Skills: • Outstanding interpersonal, improvisational and solutioning skills., • Strong metacommunication skills, active listening and oral presentation., • Command of complex medical and pharmaceutical terminology., • Proficiency in the use of iPads, computers, and mobile devices., • Intermediate computer skills required (iOS, Windows, Word, and Excel)., • Self-motivated and the ability to work independently without supervision., • Ability to manage multiple tasks and priorities simultaneously., • Demonstrates integrity, high ethical and professional standards in all interactions., • 1-2 years of B2B, DME, or healthcare sales experience preferred., • Must be pursuing a Bachelor's Degree in Life Sciences or Business-related area preferred., • Must be able to travel for corporate meetings, trainings, and field ride-alongs (approx. 5% of time). Employment Requirements: • Must complete online training modules and field training (ride-alongs) within the first two weeks of hire., • Must pass Sales and Clinical/Compliance Training., • Valid Driver's License and safe driving record.

Job Description Job Summary: The Strategy & AI Associate is both an analyst and a builder. The role exists to build and operate AI-enabled workflows that multiply throughput across the Chief Strategy Officer's organization — Corporate Development, Content, Strategic Partnerships, and Government Affairs — while still delivering core transaction work, financial modeling, diligence, and executive materials. The Associate partners closely with executive leadership to generate insights, accelerate deal execution, and develop reusable analytical and operational systems that scale across the broader strategy team Duties / Responsibilities: Strategic Execution • Develop and maintain financial models for acquisitions, divestitures, joint ventures, and organic growth initiatives, including valuation analyses across DCF, public comparables, precedent transactions, and LBO frameworks., • Support live transactions end-to-end: target evaluation, due diligence, management discussions, investment memoranda, and integration planning., • Conduct market, competitive, and strategic research; prepare investment memos, board materials, and executive presentations that translate analysis into clear recommendations. AI-Enabled Leverage • Design, build, and maintain reusable AI-enabled workflows for diligence (data room ingestion, target profiling, CIM analysis), modeling (template generation, scenario and sensitivity runs), and document production (memos, decks, board materials)., • Productize prompts, agents, and automations so that other CSO team members can use them independently, without engineering support., • Identify, pilot, and evaluate new AI tools and capabilities; maintain an informed working view of what is worth adopting. Cross-Functional Support • Partner with the Content team on programmer contract review, audit support, and lineup analysis; partner with Strategic Partnerships on joint venture modeling and partner diligence., • Support Government Affairs and Corporate Governance with regulatory tracking, policy analysis, and related research as needed., • Perform other duties as required or assigned. Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 2–5 years of experience in investment banking, private equity, strategy consulting, or corporate development, with demonstrated use of AI tools to increase output in prior roles., • Strong financial modeling and valuation experience., • Hands-on experience using Claude, ChatGPT, or comparable large language models in a work setting., • Working ability to write Python for automation and API integration — scripting and connecting systems, not full software engineering., • Experience designing multi-step AI workflows, agents, or automations., • Excellent written and verbal communication skills, with experience presenting to senior stakeholders., • Proven ability to manage multiple workstreams in a fast-paced, ambiguity-tolerant environment., • Proficiency in Microsoft Excel and PowerPoint (table stakes; the role will frequently use AI to accelerate work in both). BENEFITS: We truly appreciate and value all our employees and show our appreciation by offering a wide range of benefits, including: • Comprehensive Healthcare/Dental/Vision Plans, • 401K Retirement Plan with Company Match, • Paid Vacation, Sick Time, and Additional Holidays (including your Birthday!), • Paid Volunteer Time, • Paid Parental Leave, • Hotwire Service Discounts – for employees who live on a property serviced by Hotwire. Discounted service offerings are provided for high-speed internet, video service, phone, and security service, • Employee Referral Bonuses, • Exclusive Entertainment Discounts/Perks Hotwire provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #LI-DD1

Job Description Property Operations Specialist Job Description Arcan Capital is committed to delivering exceptional returns for investors and outstanding living experiences for residents. We are seeking a Property Operations Specialist to support asset management and operations through elite-level data execution, reporting accuracy, and operational analysis. This has a strong emphasis on precision, process discipline, and executional excellence. The Property Operations Specialist will ensure that property-level data, financial reporting, and operational metrics are accurate, timely, and actionable—serving as a critical connector between asset management strategy and on-site performance. This position is ideal for someone who thrives in structured environments, is deeply detail-oriented, and takes pride in producing clean, reliable data that drives confident decision-making.About Arcan CapitalFounded in 2016, Arcan Capital is a rapidly growing real estate investment and management company specializing in apartment communities across the Southeastern United States. With a team of over 100 employees and continued expansion ahead, Arcan Capital offers a collaborative, performance-driven culture focused on operational excellence, accountability, and long-term value creation for investors, residents, and employees. Job SummaryThe Property Operations Specialist supports Asset Management and onsite teams by owning property-level financial execution and portfolio operational reporting. This role ensures accurate data, disciplined processes, and consistent execution across assigned properties. This position combines hands-on financial operations with performance monitoring and operational support, serving as a key bridge between Corporate, Asset Management, and property teams. The Property Operations Specialist plays a direct role in strengthening operational consistency, financial accuracy, and overall portfolio performance. Key Responsibilities Financial & Property Operations • Support AP/AR workflows, including invoice review, deposits, ledger corrections, utilities processing, write-offs, and maintaining resident account accuracy., • Assist with delinquency tracking, renewals, and eviction coordination in partnership with onsite teams., • Maintain accurate and timely records within Yardi and related property management systems.Portfolio Reporting & Asset Support, • Prepare and distribute weekly and monthly operational and financial reports., • Support financial reviews, including variance analysis, accruals, and reclasses., • Monitor property performance metrics and identify trends or inconsistencies., • Assist with acquisitions, onboarding processes, and ad hoc reporting requests. Operational Monitoring • Ensure reporting consistency and adherence to company standards across assigned properties., • Identify process gaps and recommend practical improvements., • Conduct periodic site visits to validate reporting accuracy and operational alignment., • Maintain documentation, reporting templates, and scalable workflows to support portfolio growth.Qualifications & Skills, • Strong analytical, financial, and operational skills with exceptional attention to detail., • Advanced proficiency in Microsoft Excel; working knowledge of Word and Outlook., • Experience with property management systems (Yardi preferred)., • Working knowledge of AP/AR processes and basic financial reporting., • Ability to manage multiple priorities while maintaining accuracy and consistency., • Clear communication skills and a collaborative, team-oriented mindset.Education & Experience, • Bachelor’s degree in Finance, Accounting, Real Estate, Business Analytics, or related field preferred., • Prior experience in property operations, asset management support, accounting, or financial reporting strongly preferred., • Ability to handle sensitive financial and operational information with discretion and professionalism., • Valid driver’s license and willingness to travel periodically., • Must be 18 years of age or older.Position Type & Expected Hours, • Full-time position, Monday through Friday (40 hours per week)., • Flexibility for occasional day or overnight travel within the Southeastern U.S. is required.Why Join Arcan Capital?Execution-driven culture — Your work directly impacts operational performance and investment outcomes. Growth opportunity — Be part of a rapidly expanding organization with room to grow into senior analytical or asset management roles. Competitive compensation & benefits, including medical, dental, vision, two weeks paid vacation, five days PTO/sick leave, matching 401(k), and more. High-impact role — Your precision and discipline will be foundational to scalable success. If you’re ready to bring your analytical skills and passion for real estate to a dynamic and growing organization, we encourage you to apply today! Powered by JazzHR dRGATZtzdN

Job Description POSITION SUMMARY Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm’s Diversifier Strategies investment program, with primary responsibility for the Savile Row Diversifier Strategies Fund LLC, Liquid Diversifiers, and related alternative investment mandates. As a senior member of the investment team, this individual will lead all aspects of manager selection, ongoing due diligence, portfolio construction, and risk oversight across a multi-strategy hedge fund portfolio spanning structured credit, relative value, quantitative multi-strategy, global macro, managed futures, and tail risk hedging. The Managing Director is responsible for sourcing and evaluating new hedge fund managers, monitoring existing manager relationships, constructing a diversified portfolio across the convergent-to-divergent risk spectrum, and navigating investment decisions through the Investment Committee. This role carries significant responsibility for portfolio performance, manager relationship management, risk oversight, and mentorship of junior investment professionals. DUTIES & RESPONSIBILITIES • Investment Strategy, Manager Sourcing and Portfolio Management: Lead the design and implementation of Oxford’s Diversifier Strategies investment program. Proactively source, screen, and evaluate new investment managers across all relevant strategy types. Manage the overall portfolio construction across the convergent-to-divergent spectrum to ensure Oxford clients benefit from genuine diversification and uncorrelated return streams., • Manager Sourcing & Initial Screening: Identify, screen, and evaluate prospective fund managers across all alternative strategy types, including structured credit, relative value, quantitative multi-strategy, global macro, managed futures, and credit/tail risk strategies. Build and maintain a robust pipeline of manager candidates through an active network of prime brokers, placement agents, consultants, and peer institutions., • Operational & Investment Due Diligence: Lead end-to-end due diligence for new manager commitments, including investment process evaluation, quantitative performance analysis, risk factor attribution, operational infrastructure review, legal and compliance assessment, and reference checks. Conduct in-person manager meetings and on-site visits. Prepare comprehensive internal due diligence memoranda for Investment Committee review., • Portfolio Construction & Risk Management: Construct and actively manage the Diversifier Portfolio across the convergent-to-divergent spectrum to achieve the portfolio’s objectives of uncorrelated, risk-adjusted absolute returns. Monitor cross-manager correlations, factor exposures, and aggregate portfolio risk. Manage liquidity, redemption schedules, and rebalancing across all underlying managers. Identify and address concentration risks, including platform and strategy-level concentrations., • Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including management and incentive fee structures, redemption terms, capacity rights, and co-investment or side-letter provisions. Participate in investment decision-making via Investment Committee membership., • Ongoing Manager Monitoring: Oversee continuous monitoring of all underlying portfolio managers, including regular performance attribution, risk factor analysis, operational reviews, personnel tracking, and adherence to agreed investment mandates. Identify warning signs of style drift, personnel changes, or governance concerns. Lead manager termination decisions when warranted, as demonstrated by Oxford’s rigorous ongoing monitoring process., • Relationship Management: Maintain and deepen relationships with leading hedge fund managers, prime brokers, industry consultants, and peer institutions to ensure Oxford’s access to top-tier, capacity-constrained managers. Represent Oxford in manager meetings, industry conferences, and investment forums., • Leadership & Mentorship: Lead, mentor, and develop junior investment staff to foster a high-performance, collaborative investment culture. Serve as a thought leader on alternative investment strategy, hedge fund manager evaluation, and risk factor investing., • Asset Allocation: Collaborate with the broader investment research team on asset allocation, risk management, and portfolio construction matters. II. Support MD Business Development and Client Servicing Requirements • Work closely with Oxford’s client-facing Managing Directors to support their business development and client servicing needs related to the Diversifier Strategies program., • Create and deliver presentations, as needed., • Attend client and prospect meetings, as needed., • Educate others by participating in various internal meetings, including the Investment Round Table, Investment Forum, CIO MD and FOS MD meetings. QUALIFICATIONS • BS/BA degree in finance, accounting, economics or related field required, • MBA and / or CFA designation preferred, • Minimum of ten years of investment experience, with substantial experience in alternative investments and hedge fund evaluation, • Must have demonstrated experience in hedge fund manager due diligence, selection, and monitoring across multiple alternative strategy types, • Must have deep knowledge of alternative investment strategies including, but not limited to, structured credit / ABS, convertible bond arbitrage, relative value, global macro, managed futures / CTA, quantitative multi-strategy, and credit/tail risk hedging, • Must have strong quantitative skills, including the ability to analyze hedge fund performance attribution, risk statistics, factor exposures, and cross-manager correlation analysis, • Experience with multi-manager portfolio construction and risk management across a convergent-to-divergent spectrum of strategies is strongly preferred, • Must have excellent computer skills in Microsoft Outlook, Excel, Word and PowerPoint; experience with Bloomberg, FactSet, or similar investment research platforms strongly preferred, • Must have a professional demeanor with the utmost respect for confidential matters, • Must be able to work independently and in a team environment, • Must have excellent written and verbal communication skills with strong interpersonal skills, • Must be detail oriented with excellent organizational skills, • Must have ability to multi-task, • Must have ability to work in a fast-paced environment, • Must have strong work ethic with a positive attitude WORKING CONDITIONS • Travel as business needs require, including manager visits, industry conferences, and client meetings, • Moderate periods of sitting utilizing a computer

Job Description Company Overview: TruFund Financial Services, Inc. (“TruFund”) is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund. Headquartered in New York City. Our mission is to promote and foster economic development within underserved communities and among under-resourced populations. TruFund achieves this by providing innovative financial solutions that have TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity. TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. We also have field offices in Louisiana, (New Orleans and Baton Rouge) Georgia, (Atlanta) Texas (Houston and Dallas) and Alabama (Birmingham). Position Summary The core responsibilities include processing loan applications, evaluating credit data, cooperating with underwriting teams, explaining and negotiating terms for the loan, and delivering excellent customer service all through the lending process. Working out of the Texas market, the Loan Officer will be responsible for identifying and expanding lending opportunities in Texas with a focus on providing loan financing and technical assistance to small businesses and nonprofit organizations. Reporting to the SVP & Chief Lending Officer the Loan Officer will work closely with borrowers and with members of the lending team to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The loan officer will continue to actively manage the borrower relationship throughout the term of the loan. The Loan Officer should either be based in the Georgia or Louisiana market as they will work directly with Georgia and or Louisiana based community partners to source lending opportunities and to develop loan programs to support underserved small business including contractors and those small business owners seeking to acquire commercial properties in which to operate their business. The Loan Officer will provide pre and post loan technical assistance, conduct initial credit analyst, develop cashflow projections, loan packaging and support the Chief Lending Officer Primary Job Functions: · Meet with loan applicants to collect financial and related data on prospective borrowers to determine the merits of the specific loan request. · Guides borrowers through the application process and negotiate, where necessary, terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. · Evaluates loan applicants and reviews appraisals, credit reports, and other necessary information to evaluate loan requests. · Coordinates with loan processors and underwriters to ensure the accuracy and completeness of loan analysis and documentation and to ensure that new loan requests comply with loan underwriting, product and program policies and guidelines. · Increase TruFund’s loan program visibility, enhance new business opportunities and participate in activities that promote TruFund’s programmatic and community development lending activities. · Participates in special projects designated by the Chief Lending Officer and other senior managers including the delivery of educational workshops and presentations on industry panels and at community events. · Works closely with loan collections staff to contact borrowers with delinquent loan accounts to help them find a method of repayment in order to avoid their defaulting on the loan. · Cultivates new lending opportunities in target underserved markets and responds to referrals (internal and external) in a timely, professional manner. · Promotes a positive attitude and team approach to customer relationships MINIMUM QUALIFICATIONS: Education and Related Work Experience: • BS/BA required in Finance or similar area of study, • Minimum 5-7 years of lending experience with formal credit training is required., • Prior work-related experience with community development lending, small business administration (SBA) loans, as well as traditional and alternative loan programs is also required Knowledge, skills, and abilities: • Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required., • Superior analytical skills are required., • A working knowledge of Small Business Administration (SBA) Loan Programs, Policies and Procedures as well as traditional and alternative Loan Programs is beneficial., • Must be proficient in Windows based software., • Ability to travel to visit prospective and current clients as necessary., • Must possess the ability to meet performance goals, • Knowledge of the New York market including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred., • Strong commitment to community and economic development ideals, • Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments., • High degree of self-motivation, creativity and flexibility in face paced environment. Company DescriptionTruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Job DescriptionSalary: Pharmaceutical Business Development Representative: Atlanta, GA Territory A unique pharmaceutical company, Galt has found a better way to enhance the quality of life of patients with products that meet unmet clinical needs, while creating life-changing opportunities for entrepreneurs, our employees and the individuals within the communities we serve. The role of the Business Development Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Business Development Representative position requires a unique set of business skills (e.g. financial and data analysis) to profitably manage franchise activities as a surrogate for the Phranchise Owner. This position requires sales experience with a Business Owner mentality. Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. What's the Culture like at Galt? We're not your traditional pharmaceutical company! The Galt company culture is dynamic, employee-focused, and entrepreneurial! We are proud to offer a career experience that will make you excited to work every day. We are creating an environment of continuous improvement through collaboration and diverse thinking by solving challenging problems. At Galt, you will have daily opportunities to learn and inspire those around you. You will be surrounded by a team of self-starters who are motivated to make an impact with every interaction. We offer flexible work hours, and we believe in life outside the office. This full-time salaried position offers a comprehensive benefits package and an exceptional work-life balance with a 4-day work week (Monday through Thursday, with Friday off!). The benefits include medical, dental, and vision insurance, 401(k) retirement plan, life and disability insurance, PTO, and paid holidays, along with HSA and FSA options and an Employee Assistance Program! Employees join a collaborative team that values creative problem-solving and entrepreneurial thinking in a fast-paced, solution-driven culture! Responsibilities: Business Development • Develops the territory franchise as a business profit center., • Develops the business plan to achieve sales goals which includes Account Identification, Marketing Initiatives, Expense Allocations, and Time Management., • Develops a minimum of 20 accounts which result in Galt 10 parameters., • Develops strategic partnerships with healthcare practices and pharmacies., • Participates in Territory Business Reviews with Phranchise Owners., • Collaborates with corporate business functions (marketing, supply chain, operations, sales) to share creativity and results which leads to best practices across the organization. Territory Management • Represents Galt Pharmaceuticals through a demonstrated understanding of Galts Vision and Principles., • Understands the social/political culture of communities within the franchised territory., • Performs data analysis to evaluate targeting, trends and prospecting., • Uses tools such as CRM, sales and prescription data to measure performance and activities., • Approaches territory management through people centricity rather than by targeting competitive products., • Represents Galt Pharmaceuticals within the territory as A Better Way to deliver pharmaceutical care, one patient at a time., • Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts., • Makes sound financial decisions saving on time and expenses., • When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts., • Implements efficient routing and execution of market strategy in healthcare offices, pharmacies, physicians, and anchor pharmacies based upon the Galt Sales Process. Account Management • Implements Galt Account Management & Sales Processes., • Works with accounts to solve problems, bringing value to the business and focused care to customers, and application(s) of product knowledge and benefits., • Differentiates the business through white glove, concierge service that brings true value to customers., • Actively listens to internal and external stakeholders to identify barriers, gaps and opportunities., • Facilitates solutions through excellent problem-solving skills, and knowledge of both the business and customer. Professional Skills: • Outstanding interpersonal, improvisational and solutioning skills., • Strong metacommunication skills, active listening and oral presentation., • Command of complex medical and pharmaceutical terminology., • Proficiency in the use of iPads, computers, and mobile devices., • Intermediate computer skills required (iOS, Windows, Word, and Excel)., • Self-motivated and the ability to work independently without supervision., • Ability to manage multiple tasks and priorities simultaneously., • Demonstrates integrity, high ethical and professional standards in all interactions., • 1-2 years of B2B, DME, or healthcare sales experience preferred., • Must be pursuing a Bachelors Degree in Life Sciences or Business-related area preferred., • Must be able to travel for corporate meetings, trainings, and field ride-alongs (approx. 5% of time). Employment Requirements: • Must complete online training modules and field training (ride-alongs) within the first two weeks of hire., • Must pass Sales and Clinical/Compliance Training., • Valid Drivers License and safe driving record.

Job DescriptionSalary: Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, King Pharma USA, INC., for the Decatur, GA Territory Candidates acknowledge that this is an opportunity to be employed or contracted with Galt Phranchisee, King Pharma USA, INC., who is licensed to promote and market Galt Pharmaceuticals products in the Decatur, GA territory. Candidates also consent to forwarding their resume and contact information to the phranchisee to be considered for this position. The role of the Pharmaceutical Sales Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Pharmaceutical Sales Representative position requires a unique set of business skills (e.g. financial and data analysis) to profitably manage franchise activities as a surrogate for the Phranchise Owner. This position requires sales experience with a Business Owner mentality. Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. Responsibilities: Business Development • Develops the territory franchise as a business profit center., • Develops the business plan to achieve sales goals which includes Account Identification, Marketing Initiatives, Expense Allocations, and Time Management., • Develops a minimum of 20 accounts which result in Galt 10 parameters., • Develops strategic partnerships with healthcare practices and pharmacies., • Participates in Territory Business Reviews with Phranchise Owners. Collaborates with corporate business functions (marketing, supply chain, operations, sales) to share creativity and results which leads to best practices across the organization. Territory Management • Represents Galt Pharmaceuticals through a demonstrated understanding of Galts Vision and Principles., • Understands the social/political culture of communities within the franchised territory., • Performs data analysis to evaluate targeting, trends and prospecting. Uses tools such as CRM, sales and prescription data to measure performance and activities. • Approaches territory management through people centricity rather than by targeting competitive products., • Represents Galt Pharmaceuticals within the territory as A Better Way to deliver pharmaceutical care, one patient at a time., • Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts., • Makes sound financial decisions saving on time and expenses., • When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts., • Implements efficient routing and execution of market strategy in healthcare offices, pharmacies, physicians, and anchor pharmacies based upon the Galt Sales Process. Account Management • Implements Galt Account Management & Sales Processes., • Works with accounts to solve problems, bringing value to the business and focused care to customers, and application(s) of product knowledge and benefits., • Differentiates the business through white glove, concierge service that brings true value to customers., • Actively listens to internal and external stakeholders to identify barriers, gaps and opportunities., • Facilitates solutions through excellent problem-solving skills, and knowledge of both the business and customer. Professional Skills: • Outstanding interpersonal, improvisational and solutioning skills., • Strong metacommunication skills, active listening and oral presentation., • Command of complex medical and pharmaceutical terminology., • Proficiency in the use of iPads, computers, and mobile devices., • Intermediate computer skills required (iOS, Windows, Word, and Excel)., • Self-motivated and the ability to work independently without supervision., • Ability to manage multiple tasks and priorities simultaneously., • Demonstrates integrity, high ethical and professional standards in all interactions., • 1-2 years of B2B, DME, or healthcare sales experience preferred., • Must be pursuing a Bachelors Degree in Life Sciences or Business-related area preferred. Employment Requirements: • Must pass Sales and Clinical/Compliance Training., • Valid Drivers License and safe driving record.

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking a Senior Investment Analyst to support Production Debt + Equity team in our Atlanta office. The individual will join an active and top-performing Origination Production team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions. This position is an in-office position, with an immediate near term start date. Position Responsibilities: • Underwriting – Prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to determine a projected income and provide reliable valuation and loan analysis., • Packaging - Prepare loan request packages in compliance with company guidelines and investor requirements. These reports include narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps., • Pre-closing – Compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates., • Closing – Provide closing coordination at the direction of Managing Director or Producer, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.) Maintaining open communication with borrowers, lenders, legal counsels, third party vendors, and internal servicing and insurance departments on an as-needed basis., • Research & Lead Generation – At the direction of the Managing Director or Producers, provide reliable borrower, property, and market level data by using available third party and internal resources. Research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of Managing Director or Producer, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms., • Client Service – At the direction of Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner. What We're Looking For: • Minimum 2+ years of full-time financial analysis and or underwriting experience in Commercial Real Estate Capital Markets, with strong proficiency in agency CRE (Fannie/Freddie) underwriting preferred. A comprehensive understanding of various property types is also essential., • Four-year college degree required with a major in real estate, finance, accounting, or business area preferred., • Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc., • Candidate must possess strong verbal communication skills – ability to interact effectively and professionally with a wide variety of internal/external parties., • Strong Tech knowledge and skills, including in-depth expert knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.) Knowledge of Salesforce, ARGUS, and InDesign software is a plus, • Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving, • Resourceful with a strong initiative and ability to work independently with minimal supervision, • Strong work ethic and willingness to work extended hours when necessary Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Please note: Northmarq carefully considers multiple factors to determine title and compensation, including a candidate's education, training, and experience. The actual title and compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.

Job Description Position Title: Manager of Procurement & Contracts Location: Atlanta, GA (*On-site) • Incumbent must work in office in Atlanta four (4) days per week and may work remotely one (1) day per week with manager approval. Summary: Responsible for the development and execution of MEAG Power’s procurement strategy. Manages MEAG Power’s procurement activities, including procurement in support of transmission and generation assets; IT; accounting services; and financial services. Scope of Responsibility: This position is responsible for coordinating the procurement activities with all departments across organization and ensuring appropriate procurement practices and processes are utilized to achieve compliance with MEAG Power’s Procurement Policy. Key Responsibilities/Accountabilities: • General - Develop, lead and oversee the procurement strategies throughout the procurement lifecycle. Implement processes to manage risks impacting the procurement. Exercise sound professional judgement when necessary to the benefit of MEAG Power., • Procurement management - Plan strategies to maintain expenditures within program material budget limitation while maintaining quality standards. Identify best suppliers of equipment related to repair and refurbishment of, and capital investment in, the high-voltage transmission system. Determine best supplier/vendor under Master Purchase Agreements or blanket Purchase Orders for the supply of goods and services on an as-needed basis. Constant communications with suppliers to ensure goods and services are available to MEAG Power in a timely manner., • Compliance monitoring – Comply with MEAG Power standard Terms and Conditions for the procurement of goods and services. Ensure Terms and Conditions are appropriate for any given purchase and keeping Terms and Condition up to date with industry practices., • Contract negotiation - Establish contractual obligations while complying with Federal, State and Local Laws and Regulations during negotiations. Coordinate with the General Counsel’s office for legal review and sign off on legal issues., • Value for money - Negotiate with vendors to ensure the Terms and Conditions of the procurement provide MEAG Power with the best goods and services at the best price and quality., • Quality control - Coordinate with Transmission and maintain the appropriate engineering design standards for the equipment being purchased for the transmission system, and ensure the procurement meets the standards., • Vendor relations – Establish a process to qualify vendors for the supply of goods and services to meet MEAG Power procurement needs. Perform due diligence of all vendors to ensure they are fit to do business with the organization and to safeguard the organization’s reputation and brand., • Process optimization - Develop and manage the processes used for solicitation, for example, Requests for Quotations, Requests for Bids, Request for Proposals etc. while working closely with various departments and staff., • Contract management - Ensure all legal contractual documents, Insurance Certificates, etc. are fully executed and are in place for each contract. Perform active contract monitoring, and periodic reviews of evergreen contracts to determine the basis for continuance. Qualifications: • Bachelor’s degree required / Master’s/MBA preferred in related field, • Procurement licenses or certifications, • Advanced knowledge of analytical techniques (e.g., use of KPIs), • Five or more years of proven experience in a procurement management role in electric utility, oil and gas, manufacturing, construction or other related industries., • Extensive experience in procurement processes, procurement policy and procedures, deep understanding of contracts, compliance with Federal, State and Local laws and Regulations, • Excellent leadership, project management, problem-solving, influencing and analytical skills, • Proven self-starter with the ability to develop and implement the mechanisms, processes and procedures required to implement and monitor the procurement strategies, in compliance with the Procurement Policy, • Ability to work with management and staff at all levels in the organization, • Experience negotiating contracts with a proven track record of successfully negotiating with suppliers and contractors, • Strong communication skills (written and verbal), with the ability to drive tasks to completion, • Proficient in Microsoft Office Suite and database management tools Number of Reports: Direct: TBD (To Be Determined) Indirect: Uses supervisory and managerial skill to facilitate and support procurement activities. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. MEAG Power offers a competitive benefits package including; • Health, Vision and Dental coverage as well as Opt Out Incentives, • Health and Dependent Care FSAs, • Vacation and Sick days, • 10 paid Holidays, • 1 Floating Holiday (if hired prior to July), • Short Term Disability (after 1 year of service), • Long Term Disability, • Basic Life and AD&D Insurance, • Voluntary Benefits - Individual, Spouse and Child Life Insurance, • 403(b) Tax Deferred Retirement Plan with company match contributions, • 457(b) Tax Deferred Retirement Plan, • A Defined Benefit Plan (Pension), • Vacation Purchase Program MEAG Power is an equal opportunity employer. MEAG Power provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. MEAG Power is a drug-free workplace. External candidates are required to pass a drug test and background screening before beginning employment.

Job DescriptionFinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks. FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years. About the Role As a Finance Manager at FinQuery, you'll be a strategic financial partner within our FP&A team, helping shape the accuracy, speed, and impact of how we report, forecast, and understand our business. You'll own recurring reporting cycles, build and refine the financial models that guide key decisions, and partner across the organization to turn data into insight that actually gets used. You'll also bring AI-enabled tools into the mix, helping the team work faster and more reliably as FinQuery continues to grow. This is a highly cross-functional role. You'll work closely with leaders across Sales, Legal, Product, Revenue, and Finance leadership on everything from compensation plan design to pricing strategy to board-level reporting. What You'll Do: Lead the design and maintenance of financial models, templates, and dashboards that track spend, product costs, and key business initiatives Analyze SaaS and business performance metrics and turn them into recommendations partners can actually act on Lead monthly, quarterly, and annual budgeting and forecasting, including P&L, cash flow, and balance sheet projections, and contribute to long-range planning Dig into variance and trend analysis and advise stakeholders on what's driving the numbers Advise partners across the organization on financial insights that improve performance and efficiency Lead deep-dive customer analysis, including bookings, retention, and churn, to inform strategic decisions Partner with Sales, Revenue Operations, Legal, and Finance leadership to design and evaluate sales compensation plans Contribute financial models and metrics to our board and investor reporting Track progress against strategic growth initiatives alongside functional leaders Partner with our systems teams to keep financial data flowing accurately between our core finance and CRM systems Evaluate pricing strategy and provide the financial analysis behind pricing decisions Bring AI-enabled tools into recurring reporting, forecasting, and reconciliation work Stay ahead of emerging AI and analytics approaches and recommend where they'd make the biggest impact What You Bring: Advanced Excel skills, including pivot tables, macros, and complex data work Strong PowerPoint skills for building executive-ready presentations Experience building financial models and dashboards using tools like Tableau Familiarity with Workday Financials and CRM systems like HubSpot Comfort with SQL or similar tools to pull and analyze data from multiple sources Genuine interest in using AI tools to improve how financial work gets done Fluency in SaaS metrics like ARR, NRR, GRR, CAC payback, and Rule of 40 Understanding of how multi-currency and FX movement affects financial reporting Sharp analytical instincts and high attention to detail Comfort working with large, messy, multi-source data sets A knack for building strong relationships across finance and the broader business The ability to juggle competing deadlines without dropping the ball The ability to explain complex financial analysis in a way anyone can understand Bachelor's degree in Accounting, Finance, or a related field; CPA, CFA, or MBA a plus 3+ years in FP&A, accounting, or a related analytical role; SaaS, subscription-business, or investment banking analyst background a strong plus Exposure to sales compensation plan design, board or investor reporting, or a PE-backed/growth-stage environment is a plus, but not required BenefitsFor Your Growth & Career:Annual employee development program stipend of $2,000 for each employee Mentorship program (available immediately)Sabbatical program (4 weeks after 5 years of service) Advancement opportunities based on results, not politicsFor Your Financial Well-being:401(k) plan with employer matchingSigning stipend for a work-from-home setupFor Your Health & Wellness:Great health benefits with multiple plan option Flexible PTO (including 11 holidays and your birthday off)Free gym membership at our office (Atlanta HQ)Casual dress environment (when in office)Catered lunches every Tuesday & Thursday (when in office)For Your Family & Life:Parental Leave BenefitsFertility/Adoption Assistance Annual tutoring stipend for your children FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $97,750—$115,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionSalary: Business Development Representative (Pharmaceuticals): Atlanta, GA Territory A unique pharmaceutical company, Galt has found a better way to enhance the quality of life of patients with products that meet unmet clinical needs, while creating life-changing opportunities for entrepreneurs, our employees and the individuals within the communities we serve. The role of the Business Development Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Business Development Representative position requires a unique set of business skills (e.g. financial and data analysis) to profitably manage franchise activities as a surrogate for the Phranchise Owner. This position requires sales experience with a Business Owner mentality. Incumbents and candidates who possess an entrepreneurial spirit, and the ability to identify both opportunities and solutions that result in a value-based relationship with accounts as well as profitably make a return on investment for the Phranchise Owner are well suited for this dynamic and challenging position. What's the Culture like at Galt? We're not your traditional pharmaceutical company! The Galt company culture is dynamic, employee-focused, and entrepreneurial! We are proud to offer a career experience that will make you excited to work every day. We are creating an environment of continuous improvement through collaboration and diverse thinking by solving challenging problems. At Galt, you will have daily opportunities to learn and inspire those around you. You will be surrounded by a team of self-starters who are motivated to make an impact with every interaction. We offer flexible work hours, and we believe in life outside the office. This full-time salaried position offers a comprehensive benefits package and an exceptional work-life balance with a 4-day work week (Monday through Thursday, with Friday off!). The benefits include medical, dental, and vision insurance, 401(k) retirement plan, life and disability insurance, PTO, and paid holidays, along with HSA and FSA options and an Employee Assistance Program! Employees join a collaborative team that values creative problem-solving and entrepreneurial thinking in a fast-paced, solution-driven culture! Responsibilities: Business Development • Develops the territory franchise as a business profit center., • Develops the business plan to achieve sales goals which includes Account Identification, Marketing Initiatives, Expense Allocations, and Time Management., • Develops a minimum of 20 accounts which result in Galt 10 parameters., • Develops strategic partnerships with healthcare practices and pharmacies., • Participates in Territory Business Reviews with Phranchise Owners., • Collaborates with corporate business functions (marketing, supply chain, operations, sales) to share creativity and results which leads to best practices across the organization. Territory Management • Represents Galt Pharmaceuticals through a demonstrated understanding of Galts Vision and Principles., • Understands the social/political culture of communities within the franchised territory., • Performs data analysis to evaluate targeting, trends and prospecting., • Uses tools such as CRM, sales and prescription data to measure performance and activities., • Approaches territory management through people centricity rather than by targeting competitive products., • Represents Galt Pharmaceuticals within the territory as A Better Way to deliver pharmaceutical care, one patient at a time., • Prepares for and adapts to changes in the business, territory and market that results in continued growth of accounts., • Makes sound financial decisions saving on time and expenses., • When required, work with accounting and compliance departments to assist with collecting any payments, and required documentation for pharmacy accounts., • Implements efficient routing and execution of market strategy in healthcare offices, pharmacies, physicians, and anchor pharmacies based upon the Galt Sales Process. Account Management • Implements Galt Account Management & Sales Processes., • Works with accounts to solve problems, bringing value to the business and focused care to customers, and application(s) of product knowledge and benefits., • Differentiates the business through white glove, concierge service that brings true value to customers., • Actively listens to internal and external stakeholders to identify barriers, gaps and opportunities., • Facilitates solutions through excellent problem-solving skills, and knowledge of both the business and customer. Professional Skills: • Outstanding interpersonal, improvisational and solutioning skills., • Strong metacommunication skills, active listening and oral presentation., • Command of complex medical and pharmaceutical terminology., • Proficiency in the use of iPads, computers, and mobile devices., • Intermediate computer skills required (iOS, Windows, Word, and Excel)., • Self-motivated and the ability to work independently without supervision., • Ability to manage multiple tasks and priorities simultaneously., • Demonstrates integrity, high ethical and professional standards in all interactions., • 1-2 years of B2B, DME, or healthcare sales experience preferred., • Must be pursuing a Bachelors Degree in Life Sciences or Business-related area preferred., • Must be able to travel for corporate meetings, trainings, and field ride-alongs (approx. 5% of time). Employment Requirements: • Must complete online training modules and field training (ride-alongs) within the first two weeks of hire., • Must pass Sales and Clinical/Compliance Training., • Valid Drivers License and safe driving record.

Job Description Fund Accounting Lead Position Overview We are seeking an experienced fund accounting professional to join a growing asset management platform supporting a diverse range of investment products, including ETFs, interval funds, mutual funds, separately managed accounts, and private investment vehicles. This is a hands-on role for a self-starter who is comfortable owning processes, working independently, and operating across multiple functions. The individual stepping into this role will be responsible for executing day-to-day fund accounting and operational oversight directly, with the longer-term opportunity to help build and scale an internal fund accounting function. The immediate need is for a strong executor who can quickly become a trusted resource across the organization. Key Responsibilities • Serve as the primary internal resource for fund accounting and fund operations activities, • Manage relationships with third-party fund administrators, overseeing accounting, reporting, and operational processes, • Review fund accounting records, reconciliations, NAV support packages, and administrator reporting, • Identify operational risks and implement practical control improvements, • Coordinate across portfolio managers, traders, compliance personnel, auditors, and external service providers, • Support board reporting and communications for registered funds, including interval funds, • Maintain documentation supporting regulatory, governance, and operational requirements, • Assist with audit, tax, and financial reporting requests Interval Fund & Alternative Investment Focus A significant portion of this role will involve supporting the firm's interval funds and alternative investment strategies. Specific responsibilities include: • Developing a thorough understanding of underlying investments and portfolio structures, • Working closely with portfolio managers on investment activity, valuation considerations, and portfolio developments, • Supporting board and board committee communications and reporting, • Assisting with preparation of valuation materials and supporting documentation, • Drafting investment and valuation memoranda for internal use, • Keeping the Enterprise Controller, Enterprise CFO, and Valuation Committee informed on portfolio developments, valuation matters, and investment-specific risks, • Participating in the valuation process by gathering information, documenting assumptions, and supporting fair value determinations Qualifications • Bachelor's degree in Accounting, Finance, Economics, or a related field, • 3–7 years of experience in fund accounting, fund administration, fund operations, or investment accounting, • Experience working with registered funds, private funds, fund administrators, or investment advisers, • Strong organizational skills and attention to detail, • Excellent written and verbal communication skills, • Ability to work independently and manage competing priorities, • Intellectual curiosity and a willingness to learn new products, investment strategies, and operational processes Preferred Experience • Experience with interval funds, closed-end funds, alternative investments, or private credit strategies, • Familiarity with Advent APX or similar investment accounting platforms, • Experience managing fund administrator and external service provider relationships, • Exposure to valuation processes, pricing committees, or investment reporting, • Experience preparing board materials, investment memoranda, or operational documentation Reporting Structure This position reports directly to the Enterprise Controller and/or Enterprise CFO, with close collaboration across portfolio management, trading, compliance, fund administration, audit, and fund boards. The Opportunity This is a high-visibility role within a growing asset management organization. The successful candidate will gain broad exposure across fund accounting, operations, valuation, and governance while playing a meaningful role in strengthening the infrastructure supporting the firm's continued growth.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $106,000—$125,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description [Job Summary] The company is seeking a highly analytical and business-oriented Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, reporting, and business performance management for the North American operations. This role will serve as a key bridge between SERVEONE headquarters in Korea and the North America leadership team, ensuring accurate financial visibility, strategic planning alignment, and operational performance management across the region. The ideal candidate will possess strong FP&A expertise, experience managing P&L performance, and the ability to work effectively in a fast-paced global organization with cross-functional and cross-cultural collaboration. Korean language fluency is required due to the high level of coordination with headquarters in Korea. [Job Description] Key Responsibilities Financial Planning & Forecasting • Lead annual budgeting, quarterly forecasting, and long-range financial planning processes for SERVEONE North America., • Develop detailed financial models, revenue forecasts, operating expense plans, and cash flow projections., • Analyze business trends, operational drivers, and key financial metrics to support strategic decision-making., • Provide scenario analysis and sensitivity modeling to support business initiatives and growth strategies. P&L Management & Financial Analysis • Own and manage North America P&L analysis and reporting., • Monitor monthly financial performance versus budget, forecast, and prior year results., • Identify risks and opportunities impacting financial performance and provide actionable recommendations to leadership., • Deliver variance analysis and business insights to support operational and commercial teams., • Establish and track KPIs and financial dashboards for business performance monitoring. HQ Coordination & Reporting • Serve as the primary finance liaison between North America operations and SERVEONE headquarters in Korea., • Prepare and present financial reports, forecasts, and management updates to HQ leadership., • Ensure alignment of financial planning processes, reporting standards, and timelines with Korea headquarters., • Collaborate closely with Korea finance and strategy teams on corporate initiatives and reporting requirements. Business Partnership & Cross-Functional Support • Partner with operations, procurement, sales, supply chain, and executive leadership to support business planning and operational efficiency., • Support strategic initiatives including new business opportunities, pricing analysis, cost optimization, and investment evaluations., • Assist leadership with financial due diligence, business case development, and strategic projects. Process Improvement & Controls • Drive improvements in financial planning processes, reporting automation, and analytical capabilities., • Support implementation and optimization of ERP and financial reporting systems., • Ensure financial data integrity, consistency, and compliance with corporate policies. Requirements • Bachelor’s degree in finance, Accounting, Economics, or related field., • 5+ years of progressive FP&A, corporate finance, or financial management experience., • Strong experience with budgeting, forecasting, financial modeling, and P&L management., • Experience working in a global or multinational organization., • Ability to work effectively with both executive leadership and operational teams., • Advanced Excel and financial modeling skills., • Experience with ERP systems and financial reporting tools., • Strong analytical, communication, and presentation skills., • Fluency in both Korean and English is required. Preferred Qualifications • MBA or CPA preferred., • Experience in manufacturing, procurement, supply chain, distribution, or industrial sectors preferred., • Experience supporting North America operations for a Korea-based company is highly preferred., • Experience working with SAP or similar ERP platforms is a plus. Key Competencies • Strategic Financial Planning, • Forecasting & Budget Management, • Financial Modeling & Analysis, • P&L Ownership, • Cross-Cultural Communication, • Executive Reporting, • Business Partnership, • Problem Solving & Decision Support, • Process Improvement, • Leadership & Collaboration

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our _ practice. • Write correspondence for companies with expatriate employees, • Assist in conducting tax research relating to expatriate employees, • Prepare miscellaneous tax, payroll, and international assignment cost projection calculations, • Prepare tax returns, equalization calculations, and other miscellaneous tax forms for expatriate employees, • Draft correspondence with IRS or state taxing authorities in relation to tax notices and/or audits for expatriates, • Review U.S. payroll reporting, withholding for wages paid to expatriate employees for accuracy including annual compensation statements, • A minimum of three years of experience in expatriate or individual tax, • Bachelor's degree from an accredited college/university, • Prior experience at an accounting firm, • Working towards a CPA or Enrolled Agent designation, • Ability to analyze basic tax and accounting information KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Since 1977 Novinger, Ball, & Zivi has been serving the Greater Knoxville Area and beyond with accounting, tax consulting, and wealth management services. At NBZ we strive to be long-term strategic partners, helping our clients navigate complex financial challenges and opportunities. We serve many industries, including medical practices, high net worth individuals and their families, all professional services, real estate, construction, restaurant and entertainment industries. We are a unique firm with long-term clients and a seasoned staff made up of partners, managers, tax accountants, and licensed financial planners. We are looking for a full-time Senior Accountant to join our team. EDUCATION & EXPERIENCE: • Bachelor’s Degree in Accounting or related field, • Active CPA License Preferred, • Minimum 2 years of public accounting work experience in a tax environment. COMPETENCIES & SKILLS: • Strong analytical and problem solving skills, • Ability to function independently as well as collaborate in a team environment, • Ability to effectively communicate in person and virtually, • Proficiency with spreadsheet applications (Excel) and other MS Office applications, • Detail-oriented and organized with ability to manage multiple priorities and meet deadlines, • QuickBooks and Ultra Tax experience a plus ESSENTIAL DUTIES & RESPONSIBILITIES: • Assist in tax planning and business advisory services, • Conduct tax research., • Coordinate and analyze a variety of financial data, then report it in a way that is useful and understandable, • Accurately prepare Federal, State, and Local tax returns for individuals, corporations, and partnerships, • Assist with the preparation and coordinate the remittance of quarterly estimated tax payments and final tax payments at the Federal, State, and local levels, • Complete all necessary training as required by assigned department and position, • Assist with ad-hoc projects and transactions as assigned, • Note – this list presents only the principal duties of the position and is not intended to be comprehensive. BENEFITS: Work-Life balance is important to our culture. We can offer flexible schedules and have many opportunities for working from home. Novinger Ball & Zivi, PC also offers competitive salaries and a strong benefit package, which includes: • 100% of Employee’s Health Insurance Premiums are covered., • Voluntary Dental & Vision, • Group & Voluntary Life Insurance, • Voluntary Disability Insurance, • Dependent Care Flex Spending account, • Voluntary Ancillary Critical Care, Hospital, & Accident, • Paid Maternity and Paternity Leave, • Investment 401(k) plan, • Paid Vacation, Holidays, and NO-Friday Summers, • Performance Compensation, • Paid CPE

About Glide: GLIDE is a nationally recognized center for social justice, dedicated to fighting systemic injustices, creating pathways out of poverty and crisis, and transforming lives. Through its integrated comprehensive services, advocacy initiatives, and inclusive community, GLIDE empowers individuals, families, and children to achieve stability and to thrive. GLIDE is on the forefront of addressing some of society’s most pressing issues, including poverty, housing and homelessness, and racial and social justice. GLIDE’s mission is to create a radically inclusive, just, and loving community mobilized to alleviate suffering and break the cycles of poverty and marginalization. The Opportunity As GLIDE’s Controller, you will play a pivotal role in shaping the financial infrastructure of a dynamic $31M organization. Beyond ensuring operational excellence in accounting, you’ll be a key thought partner to senior leadership, supporting complex program operations, multi-stream revenue management, and long-term financial sustainability. You will lead a high-performing team and collaborate across departments to strengthen systems, processes, and financial transparency organization-wide. • Strategic Financial Leadership: Partner with the CFO and senior leadership to develop multi-year financial plans and forecasting models that support GLIDE’s strategic objectives. Provide financial analysis and scenario planning to guide organizational decision-making and sustainability. Optimize liquidity management across restricted, unrestricted, and endowment funds., • Complex Accounting & Compliance Oversight: Manage all accounting activities, including disbursements, payables, cash receipts, accounts receivable, general ledger, and fixed assets. Oversee accounting for complex funding streams, including government contracts, donor-restricted grants, and endowment funds. Ensure compliance with GAAP, federal, state, and local regulatory requirements, as well as specific City of San Francisco contractual obligations. Oversee proper tracking and reporting of donor-restricted gifts and releases from restriction. Lead all external audits—federal, state, city, financial—and desk reviews, ensuring day-one readiness. Maintain the integrity and validity of all business and accounting records in compliance with records retention policies. Complex Accounting & Compliance Oversight: Manage all accounting activities, including disbursements, payables, cash receipts, accounts receivable, general ledger, and fixed assets. Oversee accounting for complex funding streams, including government contracts, donor-restricted grants, and endowment funds. Ensure compliance with GAAP, federal, state, and local regulatory requirements, as well as specific City of San Francisco contractual obligations. Oversee proper tracking and reporting of donor-restricted gifts and releases from restriction. Lead all external audits—federal, state, city financial—and desk reviews, ensuring day-one readiness. Maintain the integrity and validity of all business and accounting records in compliance with records retention policies., • Government Contracts & RFP Support: Collaborate with program and development teams to support government contract applications and Requests for Proposals (RFPs) by providing accurate financial data, budgets, and reporting. Ensure systems and processes are in place to meet complex reporting and compliance requirements of government funders. Support Senior director of Finance with post-award financial management, including tracking allowable costs, indirect cost recovery, and timely invoicing to funders., • Systems & Process Transformation: Lead optimization, integration, and management of financial systems (e.g., Sage Intacct, Concur, Adaptive Insights) to support scalability and organizational growth. Identify opportunities for process improvements and automation to enhance efficiency, accuracy, and financial transparency. Collaborate with HR and IT to align systems and workflows across departments., • Cross-Functional Collaboration: Work closely with Development to ensure accurate tracking of pledges, contributions, and grant compliance. Partner with program leaders and business unit managers to support effective program implementation and budget management. Provide financial education and consultation to internal stakeholders to strengthen organizational financial literacy., • Board and Committee Support: Prepare and present financial reports and dashboards for the Board of Directors and its Finance, Investment and Audit Committees. Support the CFO in responding to Board inquiries and ensuring fiduciary responsibilities are met., • Team Leadership: Supervise and develop the accounting team (Senior Accountant and two Staff Accountants), fostering professional growth and a collaborative, high-performing culture. Leverage team strengths while clarifying roles and responsibilities to maximize impact. Strengthen internal communications and promote a positive, supportive work environment across all levels., • Bachelor’s degree in Accounting, Finance, or related field (Master’s or CPA strongly preferred)., • Minimum 5 years of progressive accounting leadership experience; experience in nonprofit or government grant accounting highly desirable., • Strong knowledge of nonprofit GAAP, government cost principles, and multi-stream revenue management., • Proven success managing audits, compliance, and reporting in complex environments., • Hands-on expertise with financial systems (Sage Intacct or MIP preferred), Concur, Adaptive Insights, and advanced Excel skills., • Excellent communication, interpersonal, and organizational skills with the ability to translate financial information to non-financial stakeholders., • Support and embrace One GLIDE philosophy and day-one ready preparedness., • Ability to work on a computer and see details of objects at close range., • Ability to hear within normal range, and communicate effectively (in person, telephone or Zoom)., • Finger dexterity and the ability to use all standard office equipment., • Sit or stand comfortably, and the ability to navigate throughout office spaces (via elevator or stairs)., • Hybrid work flexibility (in-office presence 4 days/1 day remote work)., • GLIDE maintains an "open door" policy to the community and its clients, who frequently enter and leave the building., • Comprehensive benefits package including medical, dental, vision, retirement, and generous PTO., • A vibrant, inclusive, and mission-centered culture. $150,000 - $175,000 a yearThis is a full-time (40 hours/week), Exempt role.

The Junior Staff Accountant maintains the General Ledger accounts and business transactions, applying the Generally Accepted Accounting Principles (GAAP) that include analytical work and thorough review of financial records. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: • Complete monthly journal entries in General Ledger including but not limited to standard, non-standard, prepaid; those with income statement impact and balance sheet items; or others as assigned, • Complete monthly Balance Sheet Fixed Assets accounts reconciliations for multiple accounts, • Process Write-offs and Refunds for AR, • Set up new vendors for PeopleSoft AP, • Work on projects as assigned by the Director of Accounting or Accounting Manager, • Special projects and ad-hoc reports, • Assist with budgets, fixed assets, taxes, audit preparation and system testing, • Safeguard operations by keeping sensitive information confidential, • Additional duties as assigned KNOWLEDGE & SKILLS: • Strong knowledge and understanding of accounting procedures, • Computer proficiency and technical aptitude with the ability to utilize applicable Microsoft applications to meet work needs, • Must possess effective written and verbal communication skills, • Strong interpersonal and problem solving skills, • Strong organizational skills and ability to prioritize workload in order to meet tight deadlines in a fast-paced and dynamic work environment, • Demonstrate a proficient level of professional skill and/or knowledge in accounting and keep current with developments and trends, • 10-key by touch EDUCATION & EXPERIENCE: • Bachelor’s degree in finance/accounting or business, • 2 years of accounting experience in a professional business environment PAY RANGE: CorVel uses a market-based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $23.15 - $34.54 per hour A list of our benefit offerings can be found on our CorVel website: _ In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL: CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Remote

Overview FundCount is a growing international fintech company with a 20-year history, providing a unified software solution for investment, general, and partnership accounting and analysis. Our clients include family offices, fund administrators, private equity firms, and hedge funds. We are seeking an experienced Business Analyst with deep expertise in fund administration and private equity. You will bridge the gap between clients' complex fund admin and PE workflows and the FundCount platform, translating real-world requirements into scalable system configurations. Responsibilities • Act as SME for our client’s workflows: NAV calculations, investor allocations, capital calls, distributions, and fee calculations., • Configure and validate PE fund structures — LP/GP waterfalls, carried interest, clawback mechanisms, and multi-tiered fund hierarchies., • Support clients migrating from legacy platforms, mapping their data into FundCount's data model., • Design and validate data interfaces between FundCount and third-party fund admin systems, prime brokers, and custodians., • Analyze clients' investment accounting processes and produce comprehensive requirements and system configuration specifications., • Solicit and document client business requirements; provide consultative support on applications and business processes., • Develop data mapping specs for import/export interfaces between FundCount and third-party investment management systems., • Conduct UAT with technical teams; prepare test data and user-acceptance testing documents., • Support Sales with proof-of-concept demos and prospect data conversions., • Provide training and product support to clients and internal teams. Requirements • Bachelor's degree in Science, Mathematics, Accounting, or Finance., • Fund Admin / PE: 2+ years in fund administration or private equity operations, with direct exposure to fund accounting systems and NAV processes., • PE Structures: Working knowledge of LP/GP structures, waterfall mechanics, carried interest, capital calls, and distributions., • Experience with requirements capture and business analysis for complex financial applications in the alternative fund industry., • Strong MS Excel skills; familiarity with Jira or similar systems., • Excellent communication skills; willingness to travel ~20% for client training., • Prior experience at a fund administrator, PE manager, or fintech serving alternatives., • Familiarity with fund admin platforms: Advent Geneva, Investran, eFront, Yardi, or similar., • Knowledge of investor reporting, K-1/tax workflows, or regulatory reporting (AIFMD, Form PF). Our Offer • Full-time, 40 hours/week · 100% remote · Competitive salary + bonuses, • Reporting to the Executive Director of Implementations, • Work with a global team serving leading fund administrators and private equity firms