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Job Description This role involves delivering comprehensive administrative support to senior banking leaders in a dynamic and fast-paced environment. The ideal candidate will have strong organizational skills, relevant years of experience, a detail-oriented approach, and the ability to effectively manage multiple priorities while maintaining confidentiality. Responsibilities: • Manage complex calendars for multiple senior leaders, ensuring effective scheduling and coordination., • Coordinate and schedule meetings, events, and conferences, both on-site and off-site, including negotiating with venues and vendors., • Serve as a point of contact for internal and external inquiries, ensuring timely responses and follow-ups., • Organize domestic and international travel arrangements, including flights, accommodations, and detailed itineraries., • Prepare and edit documents such as presentations, reports, and correspondence using Microsoft Office Suite and other tools., • Compile and process expense reports in compliance with company policies, utilizing tools like Concur., • Handle confidential and sensitive information with discretion and a detail-oriented approach., • Develop and maintain strong working relationships with internal teams and external clients., • Assist in onboarding new team members by providing administrative and logistical support., • Provide additional support during event preparation periods, including occasional overtime work., • At least 5 years of experience in an administrative or executive assistant role, preferably within the financial or investment banking industry., • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook., • Experience with expense management tools such as Concur., • Strong organizational and time-management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication skills, both written and verbal, with a detail-oriented approach., • Ability to handle confidential information with integrity and discretion., • Familiarity with coordinating international and domestic travel arrangements., • Flexibility to work occasional overtime and travel as needed. Salary & Benefits: • The targeted salary range for this position is $70-80K, eligible for annual bonus, • Full benefits package (medical, dental, vision), • Generous PTO and Paid Holidays, • Opportunities for training & professional development

The Oak Ridge Financial is a well-established financial services firm offering a full complement of brokerage, financial advisory and investment banking services to individuals and corporations through two business lines. Reporting to the Executive Vice President of Finance and Accounting and serving as an integral member of the firm; the Payroll and Benefits Coordinator is responsible for the accurate and timely processing of payroll and administration of employee benefits. This role serves as the primary point of contact for payroll and benefits vendors and ensures compliance with company policies and regulatory requirements. The position also provides secondary support to the Accounting team by assisting with invoice entry and related tasks in the accounting system. Primary Responsibilities: Payroll & Benefits Administration Payroll Administration: • Process full-cycle payroll on a regular schedule (e.g., semi-monthly and monthly), ensuring accurate calculation of wages, taxes, deductions, and benefit contributions in compliance with applicable regulations., • Set up new employees in the payroll system, ensuring accurate tax withholding elections, direct deposit information, and benefit deductions., • Enter, update, and maintain payroll changes, including salary adjustments, bonuses, commissions, garnishments, deductions, and terminations., • Review payroll reports for accuracy; reconcile discrepancies and resolve issues prior to final submission., • Ensure compliance with all federal, state, and local wage and hour laws and payroll tax requirements. Benefits Administration: • Assist with benefits enrollment, changes, and terminations., • Support and help coordinate annual Open Enrollment, including employee communications and system updates., • Work closely with benefits brokers and carriers to manage employee benefits programs., • Maintain accurate benefits data within payroll and HR systems. Secondary Responsibilities: Accounting Support • Enter vendor invoices into the accounting software accurately and in a timely manner., • Assist with coding invoices to appropriate general ledger accounts., • Prepare and enter payroll-related journal entries, ensuring proper account coding and reconciliation to payroll reports. Qualifications • Associate’s or Bachelor’s degree in Accounting, Finance, Human Resources, or related field preferred., • 3+ years of payroll processing experience., • Experience with benefits administration and vendor coordination., • Strong attention to detail and high level of accuracy., • Ability to manage confidential information with discretion. Key Competencies • Payroll compliance knowledge, • Analytical and problem-solving skills, • Vendor relationship management, • Data accuracy and reporting, • Team collaboration, • Strong Microsoft Excel skills, including the ability to create and analyze spreadsheets, use formulas, and generate reports.

Executive Assistant Location: Minneapolis, MN – North Loop (Hybrid: 4 days on-site / 1 day remote) Pay: $35–$40/hour + overtime eligibility (not required) + large annual bonus LHH Recruitment Solutions is partnering with a global investment banking firm headquartered in Minneapolis on a newly created Executive Assistant position. This role was added due to continued business growth and will support senior leadership in a fast-paced, professional environment. This position is ideal for someone who thrives on variety, enjoys working collaboratively, and takes pride in staying one step ahead. You’ll be part of a team of Executive Assistants, making a team-oriented mindset essential. Key Responsibilities • Provide direct administrative support to four senior executives, including complex calendar management, meeting coordination, travel arrangements, and expense reporting, • Serve as a liaison between executives and internal and external stakeholders, • Prepare meeting agendas, presentations, and materials; track follow-ups and action items, • Organize, maintain, and update internal CRM and documentation, • Assist with internal and external event planning, • Anticipate executive needs, manage shifting priorities, and proactively set expectations, • Handle confidential and sensitive information with discretion and professionalism Qualifications • Minimum of 2 years of administrative or executive assistant experience, • Strong organizational skills with exceptional attention to detail, • Professional written and verbal communication skills, • Proven ability to manage multiple priorities in a fast-paced environment, • Comfortable wearing many hats and adapting to changing business needs, • Experience supporting executives in professional services, finance, or a related industry is a plus Why This Role? • Newly created position with strong visibility and growth potential, • Collaborative EA team environment, • Competitive hourly pay with overtime opportunity, • Significant annual bonus, • Work with a globally respected investment banking organization Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Requirements The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

We are currently looking for an Investment Banking Vice President on our Healthcare IT team in Minneapolis, MN, Boston, MA or New York, NY. MBA degree and 3+ years of investment banking or closely related experience. Our investment banking clients have access to unparalleled guidance through our dee

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Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions.

A middle market investment bank is seeking a Vice President to join their M&A practice in Minneapolis. The ideal candidate will have over 5 years of investment banking experience with a track record in sell-side M&A execution.

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As an M&A Investment Banking Experienced Analyst you will be a vital member of the team supporting and executing M&A and corporate finance engagements. A proven record of excellence in investment banking specific to mergers, acquisitions and capital markets. EY-Parthenon Deals EY Capital Advisors

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

Job DescriptionCompany Description Ent Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, click here. Job Description As part of the second line risk framework, the Director acts as a senior leader responsible for providing risk oversight related to treasury, liquidity, capital, and asset-liability management (ALM), while also managing Wings' Model Risk Management (MRM) program. This position leverages advanced analytical skills and strong governance practices to ensure that first line treasury and modeling systems, strategies, and established control frameworks are resilient, transparent, and fully compliant with both regulatory requirements and the board's approved risk appetite. The director will play an integral role in guiding Wings' approach to major financial risks, proactively identifying emerging risks, and collaborating with stakeholders to promote a strong risk management culture throughout strategic and operational decision-making. Primary responsibilities include supervising the Treasury & Model Risk Management team, conducting impartial assessments and validations of first-line activities such as liquidity assumptions and asset-liability management, providing constructive challenges to funding and liquidity strategies, performing independent reviews of stress testing processes, and undertaking comprehensive capital management evaluations. Essential Functions: • Lead the management and development of Wings' Treasury & Model Risk Management to ensure comprehensive identification, measurement, monitoring, and mitigation of liquidity, capital, asset-liability management, and capital management risks., • Maintain and reinforce risk appetite, limits, and controls across liquidity, interest rate risk, investment portfolio risk, and financial operations., • Oversee and challenge liquidity stress testing, scenario analysis, and treasury metrics, ensuring that methodologies are sound and outcomes are defensible., • Independently conduct gap assessments and develop processes to strengthen asset liability management, liquidity planning, stress testing, and capital management, • Oversee Lead Wings' MRM program, ensuring that models within treasury, finance, credit, data science analytics, as well as artificial intelligence and machine learning domains, are accurately identified, inventoried, governed, validated, and monitored in accordance with SR 11-7 guidelines., • Oversee the development of stress testing methodologies, model creation and governance processes, review and approve assumptions, and ensure accurate risk measurement., • Conduct and/or oversee independent model validations, including conceptual soundness, performance testing, benchmarking, and ongoing monitoring., • Work with second line leadership to establish model risk management procedures and standards to align with evolving regulatory requirements and industry best practices., • Partner with model developers, data science, technology, and other stakeholders across the three lines to evolve Wing's MRM framework., • Translate complex regulatory requirements into scalable data, model, and workflow designs to help non-experts understand the vision, strategy, and overall value., • Build data driven insights and/or dashboards that strengthen liquidity, capital, and ALM risk visibility., • Provide leadership in the development and implementation of advanced analytics, including artificial intelligence and machine learning solutions, to strengthen risk management initiatives., • Prepare detailed risk reports for senior management, highlighting key liquidity and credit exposures, trends, and performance metrics., • Work with the second line risk leadership and first line leaders to execute risk limit governance, including setting liquidity risk appetite, calibration of risk limits, and ongoing monitoring of limit utilization and remediation., • Work in partnership with key stakeholders throughout the credit union to ensure that risk considerations are systematically integrated into both strategic planning and day-to-day operations., • Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.Qualifications Minimum Formal Qualifications for this Position: • Bachelor's Degree business, economics, finance, mathematics, or statistics required, • Master's Degree business, economics, finance, mathematics, or statistics preferred, • PhD business, economics, finance, mathematics, or statistics preferred, • 8+ years' experience in financial or treasury risk management within banking and/or financial institutions, covering liquidity, ALM, capital, market, credit, and financial operations risk required, • Demonstrated expertise in leading analytical projects, such as liquidity stress testing, scenario analysis, and asset-liability management (ALM) modeling, with substantial experience in large data set manipulation., • Experience in model development and validation, including treasury, credit, or financial models (e.g., PD, LGD, EAD, transition, and ALM models)., • Strong understanding of the three lines of defense, issue management, and change control., • Demonstrated ability to translate regulatory requirements into scalable data, model, and workflow designs., • Experience leading large cross-functional work initiatives with key stakeholders., • Strong program management discipline, including roadmap development and execution., • Exceptional communication skills with the ability to synthesize analytics into clear narratives, influence senior leadership, and engage with risk committees and board-level stakeholders., • Advanced skills leveraging Python, R, and SQL for analytics, model testing, and validation., • Interest in financial markets and risk management; committed to continuous learning., • Knowledgeable in risk governance, enterprise risk management, and internal controls., • Demonstrates curiosity, ownership, and teamwork., • Ability to work independently, exercise judgment, and drive change. Additional Information The pay range for this position is: $180,000-200,000 annually (S19) plus 20% annual target bonus. Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity. BENEFITS: • Generous 401(k) match, • 401k Discretionary Profit Sharing, • Health Insurance, • Dental Insurance, • Vision Insurance, • Life Insurance, • Short-Term and Long-Term Disability, • Health Savings Account with company contribution, • Employee Assistance Program, • Paid Vacation, Sick, Floating Holidays and Volunteer Time Off, • Paid Holidays, • Tuition Reimbursement

Job Description Director of Finance & Operations Business Management & Operational Systems Lead Minneapolis, MN Full Time | Exempt What We’re Looking For SN is collaborating with MSR Design (MSR) in their search for a Director of Finance & Operations to join their award-winning firm celebrating 45 years of architecture and interior design excellence. This newly developed role functions as the firm’s Business Manager, coordinating financial and operational systems to support leadership decision-making and ensuring those decisions translate into consistent operational follow through. Why this Role Matters • Improves financial predictability and supports sound business decision‑making., • Supports firm leadership by reducing operational burden and improving decision readiness., • Helps ensure the firm’s operations remain stable and well supported as the firm evolves., • Provides continuity between leadership priorities and day‑to‑day business follow-through. What this Role Owns Financial Integration & Decision Preparation • Maintain firmwide financial forecasting, scenario planning, and cash flow visibility, • Interpret project delivery and performance signals to identify financial, staffing, and risk implications, • Prepare standard financial reports (P&L, balance sheet, cash flow) and highlight issues, trends and implications for leadership, • Prepare decision-ready options and recommendations for the CEO, • Serve as the primary point of coordination with banking partners, external accountants, and investment firms Budgeting, KPIs & Firm Health • Lead annual budget development, • Monitor firmwide KPIs and performance trends, • Identify emerging risks, tradeoffs, and implications before issues escalate Compensation, Benefits & People Systems • Own payroll and HR-adjacent administrative processes (e.g., PFML, HSA, transportation), • Serve on the firm’s 401(k) committee, including quarterly updates and fielding staff questions, • Develop annual compensation, bonus modeling, recommendations, and billing rates, • Lead benefits strategy and open enrollment planning, • Serve as first point of contact for HR policy interpretation and compliance questions, • Ensure consistency, fairness, and clarity in people-related decisions Risk Management & Insurance • Own professional liability, general liability, and other insurance processes, • Coordinate renewals, applications, and risk narratives, • Advise on coverage levels, deductibles, and firm exposure, • Serve as the primary point of coordination with insurance brokers and legal counsel Governance, Ownership & Infrastructure • Coordinate ownership transactions, documentation, and timelines, • Prepare financial materials for leadership and board discussions, • Serve as the primary point of coordination with IT vendors, ensuring systems support firm operations, risk management, and continuity, • Track governance decisions and ensure follow-through What this Role Does NOT Own • Staffing or day-to-day utilization, • Management of individual project performance, • Project delivery or practice leadership, • Accounting transactions, except as contingency backup when necessary, • Month-end close or invoice processing, except as contingency backup when necessary Key Role Intersection With the CEO: • Acts as the CEO’s primary business management support resource, • Brings clear options, tradeoffs, and recommendations—not raw data, • Receives real-time staffing, utilization, and project health signals, • Provides oversight for financial reporting, • Serves as contingency backup when necessary, • Owns payroll, benefits administration, and 401(k) coordination Key Skills, Education & Experience Skills • Experience in architecture, engineering, consulting, or similar project-based firms., • Comfort working closely with firm leadership., • Strong budgeting, financial management, and operational coordination skills., • Enjoys improving business clarity, coordination, and follow-through to strengthen the firm’s stability., • Familiarity with people systems such as compensation modeling, benefits administration, and payroll coordination., • Sound judgment in risk, governance, and organizational matters. Education & Experience • Bachelor’s degree in Accounting, Finance, Business Administration, Operations Management, or a related business or analytical discipline preferred., • Equivalent professional experience, advanced certifications, or a demonstrated record of progressive responsibility in financial and operational leadership will be considered in lieu of a specific degree concentration., • 7+ years of progressive experience in finance, accounting, business operations, or project‑based management within an architecture, design, engineering, or professional services environment., • Strong working knowledge of project‑based financial management and reporting., • Experience working with financial, project accounting, or ERP systems., • Advanced proficiency in Microsoft Excel and strong working knowledge of the Microsoft Office suite; ability to translate financial and operational data into clear information for leadership decision-making., • Relevant certifications or specialized training are welcome but not required., • Candidates actively pursuing professional certification, or those with equivalent applied experience overseeing complex financial and operational functions, are encouraged to apply. Benefits Highlight The firm offers a competitive and thoughtfully designed benefits program that includes Paid Leave, Paid Holidays, Compensatory Time, Various Insurance Options (Medical, Long Term Disability, Life, etc.), and a 401(k), among others. About MSR Design MSR Design is a nationally recognized, women-owned architecture and interior design firm founded in 1981 that creates transformative, human-centered work of enduring value. Known for tailoring thoughtful, equitable, healthy, and beautiful solutions to each client and community, the firm has earned national recognition for design excellence and sustainability, including two AIA COTE Top Ten Awards. MSR’s values are reflected not only in its work, but also in its business practices, including its ILFI Just label and its certifications as a Women’s Business Enterprise and Small/Women-Owned Business Enterprise. Join their team of highly motivated individuals fueled by curiosity and a passion for learning. MSR Design is an Equal Opportunity Employer and considers all applicants without regard to any characteristic protected by federal, state, or local law.

Job DescriptionSalary: Annual Base Salary: USD $120,000-140,000 Analytics Manager Location: Minneapolis Team: Blue Ops ABOUT BLUE OPS Blue Ops specializes in strategic M&A advisory, analytics, and business transformation across private equity, investment banking, and portfolio companies. We partner with clients across multiple industries to drive growth, improve performance, and implement modern data solutions that support smarter decision-making. We are a fast-growing firm where everyone rolls up their sleeves. We value problem-solving, ownership, and a strong bias toward action. THE ROLE The Analytics Manager leads the delivery of analytics and business intelligence projects for clients, partnering closely with technology teams and business stakeholders. This role manages project teams, guides clients through analytics strategy, and ensures high-quality execution across engagements. Key Responsibilities Data & Analytics Leadership • Collaborate with cross-functional teams to identify and address data needs across the organization., • Ensure availability, quality, and accessibility of data to support strategic decision-making., • Lead, mentor, and develop analysts and developers on best practices in analytics and BI., • Provide training on cloud-based data management and analytics tools., • Coach analysts on BI techniques, data modeling, and data storytelling. Business Analysis & Problem Solving • Investigate client business problems through interviews and workshops., • Model solution options, evaluate trade-offs, and propose process improvements., • Partner with Change Management to support communication, adoption, and implementation of new processes., • Facilitate stakeholder alignment on data quality, metrics, and reporting needs. Project & Client Management • Lead BI and analytics projects, managing timelines, deliverables, risks, and scope., • Oversee project plans, budgets, resourcing, and execution., • Partner with clients to define business requirements, KPIs, and success measures., • Communicate project status, risks, and challenges to stakeholders across all levels., • Build strong client relationships and provide thought leadership on data strategy. WHAT IT TAKES This role requires adaptability, curiosity, and strong execution skills. Blue Ops values people who thrive in ambiguity, communicate clearly, and enjoy solving complex business problems. You excel in this role if you have: • Exceptional verbal and written communication skills., • Strong analytical and problem-solving capabilities., • Ability to synthesize data into insights and hypotheses, not just reports., • Comfort managing multiple projects with varying scopes and deadlines., • Confidence working with stakeholders at all levels., • Experience managing project economics, deliverables, and quality., • A track record of coaching, mentoring, and developing team members., • The ability to adapt quickly and operate with a hands-on mindset. WHAT YOUR RESUME SHOWS Education & Experience • Bachelors degree required., • 58+ years of relevant experience in analytics, data, consulting, or similar fields. Technical Skills • Proficiency in cloud data platforms (Azure DataLake, AWS, Snowflake)., • Expertise in BI/data visualization tools (Power BI, Tableau, Qlik)., • Familiarity with Microsoft 365 and its integration with data ecosystems., • Strong SQL skills; experience with Python, R, or scripting languages for data manipulation., • Experience with ETL tools (Azure Data Factory, Talend, Informatica)., • Understanding of data governance, security, and best practices., • Experience with data warehousing platforms (Snowflake, Redshift)., • Bonus: Exposure to ML models, statistical analysis, or DevOps for ML/analytics pipelines. Consulting & Client Engagement • Demonstrated success consulting with clients to identify needs and deliver actionable solutions., • Skilled in leading workshops, trainings, and knowledge transfer., • Strong analytical skills with a focus on solving real business challenges., • Experience using Jira, Trello, or other project management tools. Project Management & Soft Skills • Experience with Agile or hybrid delivery models., • Strong collaboration and relationship-building skills., • Ability to influence decision-makers and communicate complex insights simply., • Highly organized, detail-oriented, and committed to quality., • Thrives in a fast-paced, evolving environment. Business Strategy • Ability to develop business cases for data initiatives and communicate value to senior leadership., • Identify KPIs and metrics aligned with business goals., • Translate data findings into strategic insights and actionable recommendations., • Lead stakeholder discussions to define business processes and data flows. Benefits Summary We offer a comprehensive benefits package designed to support our employees health, financial well-being, and professional growth. Benefits include medical, dental, and vision insurance; a 401(k) with a 3% employer contribution; health savings account (HSA) options; paid time off and company holidays; summer Friday hours; professional development and tuition reimbursement opportunities; company-paid life insurance; and flexible work-from-anywhere opportunities during designated weeks.

Job Description At Minnesota Cannabis Services, we're not just building businesses — we're building the people who make them great. Our team partners with leading operators across cultivation, manufacturing, distribution, and retail to deliver world-class expertise in legal, finance, analytics, marketing, HR, and technology. We're looking for professionals who take pride in their work, move with purpose, and thrive in fast-changing environments. The kind of people who hold themselves to high standards, think creatively, and find satisfaction in solving hard problems. When you join our team, you'll work alongside some of the most experienced leaders in the industry — professionals who share their knowledge freely and lead by example. You'll be challenged, supported, and trusted to take ownership of meaningful work that shapes the future of one of the fastest-growing industries in America. Vice President of Finance Location: 100% On-Site | Corporate Headquarters in Edina, MN Compensation: $225,000 – $300,000 base + comprehensive benefits and paid time off Reports to: Chief Executive Officer and Executive Leadership Team About the Company We are a fast-growing corporate services firm providing financial, operational, and compliance infrastructure for more than 50 cannabis retail, manufacturing, and delivery businesses across multiple states. Our organization builds disciplined systems that bring transparency, scalability, and governance to a highly regulated industry. About the Role The Vice President of Finance will serve as the enterprise-level financial architect—owning strategy, controls, forecasting, and reporting across all entities. This role leads the full finance organization, encompassing Accounting, FP&A, Treasury, Tax, Compliance, and Investor Relations. The VP of Finance will design the systems, processes, and metrics that ensure financial accuracy, liquidity strength, and strategic insight across a multi-state, multi-entity portfolio. Key Responsibilities1. Financial Leadership & Strategy • Lead the corporate finance function overseeing AP, AR, Payroll, Bookkeeping, FP&A, Forecasting, Budgeting, and Financial Reporting., • Provide executive insight into revenue, margin, cash flow, and ROI trends across divisions., • Translate financial results into actionable strategies aligned with operational priorities and growth targets., • Partner with the C-suite on capital allocation, market expansion, and long-term financial planning. 2. Accounting Operations & Internal Controls • Oversee daily accounting operations, monthly closes, and multi-entity consolidations., • Maintain a strong internal-control environment including segregation of duties, close calendars, and audit documentation., • Implement forensic-accounting protocols, variance analysis, and fraud-prevention safeguards., • Ensure GAAP compliance across all entities and support external audit readiness. 3. Financial Planning, Analysis & Forecasting • Build dynamic financial models for short- and long-range planning, scenario modeling, and margin sensitivity., • Manage enterprise budgeting and rolling forecasts integrated with headcount and CapEx planning., • Partner with Operations and Retail leadership to track store-level performance, unit economics, and contribution margins., • Provide business intelligence dashboards for executives and investors. 4. Treasury & Cash Management • Oversee banking relationships, cash forecasting, and liquidity management across multiple states., • Manage a 13-week cashflow model and optimize working capital, credit facilities, and debt covenants., • Supervise armored-cash logistics, payment controls, and treasury compliance., • Establish investment policies and ensure secure handling of multi-entity funds. 5. Tax & Regulatory Compliance • Direct all federal, state, and local tax strategy—including sales, excise, payroll, and income tax reporting., • Coordinate with external advisors to maintain compliance with evolving tax laws and industry-specific regulations., • Oversee franchise, property, and entity-level registrations and renewals., • Implement systems that ensure audit readiness and minimize exposure. 6. Revenue Operations & Cost Accounting • Own revenue recognition, pricing controls, and discount governance aligned with ASC 606 principles., • Develop and maintain cost-accounting models that link procurement, manufacturing, and retail activity., • Oversee inventory valuation, standard costing, and shrink/variance analysis., • Ensure accurate COGS reporting and gross-margin visibility for every business unit. 7. Audit, Investor Relations & Corporate Governance • Lead annual audit processes and coordinate with external auditors., • Prepare Board and investor packages including monthly financial statements, KPI dashboards, and narrative analysis., • Manage investor communications, covenant tracking, and due-diligence requests., • Support potential M&A activity, valuations, and integration planning. 8. Financial Systems (AIS & ERP Ownership) • Serve as executive owner of the Accounting Information System and ERP (Sage Intacct)., • Oversee integrations with POS, HRIS, seed-to-sale, and banking platforms., • Ensure data integrity, security, and consistent master-data governance., • Lead roadmap for automation, BI tools, and close-cycle acceleration. 9. Procure-to-Pay & Vendor Governance • Oversee vendor onboarding, payment terms, and approval workflows., • Implement three-way match and PO compliance processes across departments., • Monitor spend analytics to optimize cash cycle and vendor leverage. 10. Risk Management & Insurance • Manage enterprise insurance portfolio (D&O, liability, property, workers' comp)., • Partner with Legal and Operations to identify financial risks and mitigation strategies., • Establish contingency plans and emergency funding protocols for high-risk operations. Ideal Candidate Profile You are a disciplined, strategic financial executive with deep experience leading complex, multi-entity finance functions. You thrive on building systems, processes, and teams that transform data into strategic insight and operational excellence. Qualifications • 15+ years of progressive finance leadership, including executive P&L and multi-state experience., • CPA, MBA, or CFA strongly preferred., • Expertise in GAAP compliance, multi-entity consolidations, and FP&A., • Demonstrated leadership in ERP/AIS implementation and automation., • Proven ability to manage treasury, tax, audit, and investor relations concurrently., • Experience in retail, manufacturing, or regulated industries is highly valued. Performance Outcomes • Clean, on-time monthly closes and audit-ready financial statements., • Accurate 13-week cash forecast and tight working-capital management., • Automated financial reporting with real-time data visibility., • Scalable internal controls framework meeting external audit standards., • Board-ready KPI and investor reporting aligned with growth and profitability targets. Why Join Us This is a career-defining role for a finance leader ready to build the systems and teams behind one of the fastest-scaling retail and services enterprises in the country. As Vice President of Finance, you will serve as the architect of financial discipline and strategic insight—ensuring every decision is grounded in accuracy, data, and value creation. At Minnesota Cannabis Services, we believe great teams are built on trust, initiative, and follow-through. We invest deeply in our people — providing mentorship, on-the-job training, and opportunities for advancement across multiple sectors of the cannabis industry. Here, you'll be part of a high-performing culture that values precision, reliability, and continuous improvement. Every project is a chance to grow your skills, strengthen your leadership, and contribute to something that matters. If you're driven, resourceful, and ready to make an impact, we want you on our team. Apply today and take the next step in your career with Minnesota Cannabis Services.

Job Description Wold Architects & Engineers, A dynamic architectural and engineering firm in downtown Minneapolis seeks a highly motivated, analytically rigorous, and execution-oriented Corporate Development Associate – M&A to help lead the company’s inorganic growth strategy. This high-visibility role supports, and increasingly leads, all phases of the mergers and acquisitions lifecycle and works closely with executive leadership, our private equity partner, and cross-functional teams. This position is ideal for an experienced M&A professional with 3-4 years of relevant experience and a strong transaction background who is ready to take on greater deal ownership, manage complex analyses, and play a meaningful role in shaping enterprise-level growth strategy within a lean, high-performing corporate development team. Responsibilities Include: Deal Sourcing & Pipeline Management • Contribute to the day-to-day management of the M&A pipeline, including assisting with sourcing new acquisition targets, tracking deal progression, maintaining CRM/deal management systems, and preparing pipeline review materials for senior leadership., • Develop comprehensive acquisition target profiles and screening memoranda, including financial overviews, strategic rationale, competitive positioning, and cultural fit assessments., • Support and contribute to outreach efforts to prospective acquisition targets, owners, founders, and intermediaries, including drafting introductory communications and coordinating exploratory conversations., • Build and maintain relationships with investment banks, industry advisors, and M&A intermediaries to expand the proprietary deal funnel., • Monitor market trends, competitor activity, and industry developments to identify emerging acquisition opportunities and inform pipeline prioritization. Financial Analysis & Valuation • Lead the development and maintenance of financial models and valuation analyses., • Build and own detailed deal models covering earnouts (cliff, linear, tiered), rollover equity, net working capital adjustments, and closing statement mechanics., • Prepare sensitivity, scenario, and return analyses to evaluate risk profiles and investment outcomes across various deal structures., • Analyze Quality of Earnings (QoE) reports and translate findings into actionable deal-level financial implications, including normalized EBITDA adjustments, working capital peg construction, and identification of debt-like items., • Support funds flow analysis, escrow structures, and tax-related considerations (asset vs. stock transactions, Section 338(h)(10), F‑reorganizations) in coordination with legal and accounting advisors. Due Diligence & Deal Execution • Support financial, legal, tax, HR, IT, insurance, and operational diligence workstreams from pre‑LOI through closing., • Manage diligence checklists, information requests, timelines, and third-party advisor coordination., • Organize and oversee virtual data rooms, including document flow, access controls, and version management., • Support LOI drafting, purchase agreement review and negotiation, indemnification analysis, representation & warranty insurance (RWI) processes, and closing mechanics., • Prepare management presentation materials, site visit agendas, and executive stakeholder briefing documents., • Track open diligence items, risk flags, and deal-critical issues, providing regular updates to senior leadership and investment committees. Market Research & Strategic Analysis • Conduct in-depth industry, market, and competitive landscape research across target verticals and geographies., • Benchmark valuation multiples, revenue profiles, margin structures, and operational KPIs across comparable companies and recent transactions., • Prepare investment committee memoranda, board presentations, PE sponsor updates, and executive-level briefing materials., • Maintain competitive intelligence on acquirer strategies, platform‑and‑add‑on models, and consolidation trends within target sectors. Post‑Acquisition Integration Support • Contribute to integration planning efforts, including Day 1 readiness and 30/60/90‑day integration roadmaps and functional workstream coordination across HR, Finance, IT, Legal, and Operations., • Support post‑close tracking of earnouts, synergy realization, KPIs, and lender covenant compliance and KPIs., • Help build and refine internal M&A playbooks, process templates, and best practices to create a scalable, repeatable corporate development function. Opportunities for Growth: • Significant deal ownership and direct exposure to executive leadership and our private equity partner, • Hands-on experience across the full M&A lifecycle, • Opportunity to shape and scale a growing acquisition platform, • Advancement potential within corporate development and the corporate side of the business, • Professional growth through complex transactions, mentorship, and industry exposure through professional development conversations every 6 months discussing growth opportunities Skills / Education: Required • Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field, • 3–4 years of experience in investment banking, private equity, corporate development, M&A advisory, or transaction services, • Demonstrated interest in corporate development, • Exceptional analytical, financial modeling, and problem-solving skills, • Exceptional written and verbal communication skills with the ability to produce executive-level deliverables (investment memos, board materials, IC presentations), • Strong organizational skills and ability to manage multiple active deals in a fast-paced environment, • Proficiency in Microsoft Excel, PowerPoint, and Word and familiarity with data room platforms Preferred • Experience with middle-market M&A transactions ($2M–$100M revenue targets), • Exposure to PE-backed platforms and buy-and-build strategies, • Strong understanding of deal structures including earnouts, rollover equity, NWC mechanisms, indemnification, escrow, RWI and tax structuring (S-corp), asset/stock elections, F-reorg), • Familiarity with QoE reports, GAAP vs. cash-basis differences, WIP/POC accounting and normalized EBITDA analysis, • Experience with CRM or deal management tools (Dealroom, Salesforce, Affinity), • MBA, CFA, or CPA a plus Benefits Offered: • Competitive base salary with performance-based bonus opportunities, • Comprehensive medical, dental, and vision coverage, • 401(k) with 6% company match, • PTO frontloaded for immediate use, • Hybrid or flexible work scheduling (role-dependent), • Paid parental leave and paid volunteer time, • FSA and HSA options, • Short-term and long-term disability insurance, • Life insurance and dependent care assistance, • Professional development and certification reimbursement, • Frequent employee events and collaborative firm culture Wold offers a competitive wage and comprehensive benefits package. Wold is an Affirmative Action / Equal Employment Opportunity Employer.

Job Description The Opportunity Jefferson Capital is seeking a high-impact Business Development professional to drive new client partnership growth in existing and new market verticals. Responsibilities include identifying and pursuing strategic opportunities and new client relationships while working with cross functional teams to develop and deliver compliant, value-driven solutions that enhance client performance and profitability. Candidates should excel in fast-paced environments, apply strategic thinking and data-driven decision-making, with strong relationship development, negotiation, and presentation skills. Key outcomes will include new client acquisition, formation of long-term client relationships and expanding services offered to existing client partners. This role directly shapes how creditors (our clients) and stakeholders perceive Jefferson Capital and the value of our services. Jefferson Capital is differentiated by its strong compliance culture, data-driven approach, and reputation as a trusted partner in the consumer receivables market – providing a platform where you can build lasting client relationships and deliver solutions that truly stand out. Key Areas of Impact & Influence Market Intelligence & Vertical Strategy: Conduct deep-dive analysis of emerging markets to design and execute multi-year sales and marketing blueprints. You will be responsible for defining where we play and how we win in assigned industry verticals. Capital Deployment Optimization: Orchestrate the deployment of company capital by identifying and securing portfolios and servicing opportunities that align with our long-term risk/return appetite. Solution Development: Move beyond "off-the-shelf" offerings to develop bespoke, client-centric solutions. You will translate client needs into innovative solutions and services that drive competitive differentiation. Executive Relationship Management: Represent the company as a thought leader at the executive level. You will lead high-impact presentations and onsite consultations, navigating complex sales procurement and due diligence cycles with C-suite stakeholders. Cross-Functional Leadership: Partner with internal stakeholders and executive teams to institutionalize "best-in-class" responses for due diligence questionnaires (DDQs) and post-sale audits. You ensure our brand is synonymous with compliance, transparency, and professional excellence. Data-Driven Growth: Leverage Salesforce.com and advanced sales analytics to track pipeline health, forecast deployment accuracy, and provide the executive team with actionable insights into market trends and competitor movement. What You Bring Strategic Mindset: Proven track record of entering new markets, growing partnerships and scaling capital-heavy business lines with a solutions-oriented approach. Financial Acumen: Understanding of return-driven investment metrics and capital deployment analysis for distressed and bankruptcy receivable portfolios, including IRR, NPV, and yield performance. Compliance Integrity: A "compliance-first" approach to growth that ensures brand protection for both our organization and our clients through an appropriate understanding of FDCPA, state regulations, and the evolving regulatory landscape. Executive Presence: The ability to influence internal and external stakeholders through compelling storytelling and data-backed persuasion. Target Professional Background Industry Expertise • Sector Depth: 7–10+ years of progressive experience within the Consumer Finance, Debt Purchasing, or Accounts Receivable Management (ARM) industries, with a strong, highly desired background in operations such as external/internal agency performance management, collection strategy development, bankruptcy operations, or portfolio management., • Asset Class Mastery: Proven track record managing diverse asset verticals including any of the following: fintech, telecommunications, banking, auto finance and/or credit card., • Compliance Leadership: Knowledge of the FDCPA, State/Federal regulations, and industrycertificationssuchasCertifiedProfessionalReceivablesCompany, • Academic Foundation: Bachelor's degree in Finance, Business Administration, or a related field is desired., • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Employee assistance program, • Flexible spending accounts, • Health insurance, • Life insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance, • Pet insurance, • Employee discount program Job Posted by ApplicantPro

Job Description Investment Banking Analyst – Healthcare Services M&A Location: Minneapolis, MN (In-Office) Corporate Profile Ziegler is a leading, privately held investment bank focused exclusively on the healthcare industry. For more than a century, Ziegler has advised healthcare organizations on strategic transactions, capital raising, and growth initiatives. Ziegler’s Healthcare Investment Banking practice is one of the most active advisory platforms in the sector, providing innovative sell-side, buy-side, recapitalization, restructuring, private placement, and strategic advisory services to healthcare companies and investors. Business Unit Ziegler’s Healthcare M&A Investment Banking Practice (“HIBP”) advises healthcare services companies, healthcare providers, and physician groups on mergers, acquisitions, and capital formation strategies. Ziegler’s HIBP Minneapolis Office is a specialized group of approximately 8 bankers dedicated to advising home-based care providers, managed care organizations, and outsourced healthcare service providers. Over the past 15 years, the team has completed more than 80 M&A transactions, making it one of the most active investment banks within these spaces. The team operates with a highly collaborative and flat structure, allowing analysts to work directly with senior bankers and clients throughout the transaction process. Position Overview Ziegler is seeking a highly motivated Investment Banking Analyst to join its team in Minneapolis Unlike larger investment banks where responsibilities are often highly segmented, analysts at Ziegler are fully integrated into deal teams and play an active role across all phases of transaction execution and business development. Analysts work directly with Managing Directors, Vice Presidents, and Associates and have the unique opportunity to engage with clients, investors, and buyers early in their careers. The role offers meaningful exposure to live transactions and provides strong mentorship and training within a collaborative team environment. This position is ideal for candidates seeking hands-on experience, significant responsibility, and direct client interaction within a leading healthcare-focused investment banking platform. Candidates should be located in, or willing to relocate to, the Minneapolis, MN area. Key Responsibilities The Analyst will play a central role in both transaction execution and business development efforts, including: • Building detailed financial models and valuation analyses to support live transactions and client engagements, • Preparing transaction materials including Confidential Information Memorandums (CIMs), management presentations, and buyer outreach materials, • Supporting all phases of M&A transactions, including marketing, diligence coordination, and closing processes, • Managing and organizing virtual data rooms and diligence materials for active transactions, • Conducting industry research, market analysis, and strategic positioning work for healthcare clients, • Assisting with the preparation of client presentations and new business development materials, • Supporting outreach and market coverage efforts, including identifying and engaging prospective clients and buyers, • Participating in client meetings, buyer calls, and investor discussions, gaining direct exposure to transaction processes and strategic decision-making Professional Qualifications The successful candidate will possess: • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or another analytical discipline, • Prior experience through internships or full-time roles in investment banking, ideally with M&A transaction exposure, • Strong financial modeling and valuation skills, including experience with transaction analysis, • Solid accounting knowledge and proficiency in three-statement financial analysis, • Advanced proficiency in Microsoft Excel and PowerPoint, • Strong analytical thinking, attention to detail, and problem-solving ability, • Excellent written and verbal communication skills Personal Attributes Successful candidates will demonstrate: • Strong interpersonal skills and the ability to communicate effectively with senior professionals and clients, • Exceptional organizational and time management abilities, • A proactive, self-starting mindset with the ability to manage multiple projects simultaneously, • A strong work ethic and the ability to thrive in a fast-paced, transaction-driven environment, • Intellectual curiosity and a willingness to quickly learn new concepts and industries, • The ability to work both independently and collaboratively within a team environment, • Flexibility to work extended hours and occasional travel as required in an investment banking role Analyst Development and Mentorship Ziegler offers analysts a highly hands-on learning environment within a collaborative and entrepreneurial team structure. Analysts benefit from: • Direct mentorship from senior bankers, • Meaningful responsibility on live transactions from the outset, • Direct client engagement and participation in transaction discussions, • Exposure to all aspects of the M&A process from origination through closing, • Opportunities to develop deep expertise in the rapidly evolving healthcare services sector Equal Opportunity Ziegler is proud to be an equal opportunity workplace dedicated to building and supporting a diverse workforce.

Job DescriptionSalary: Associate Client Account Manager Stevens Foster Financial Advisors | Bloomington, MN About Stevens Foster Stevens Foster is an established, independent RIA firm with over 38 years of experience serving corporate executives and high-net-worth individuals in the Twin Cities. We provide integrated financial planning, investment management, and tax-forward advisory services, and have built a strong reputation through long-term client relationships and a consistently high standard of care. Many of our clients engage us first through tax work, and we build long-term advisory relationships from there. Our advisory model is team-based. Advisors (Client Account Managers) focus on guiding clients and managing relationshipsnot selling, prospecting, or building individual books of business. This is a salaried, stable environment with real income, strong benefits, and a long-term career path. About the Role We are hiring an Associate Client Account Manager as part of our long-term advisor pipeline. This role is designed for someone with early experience in financial services who is ready to move beyond transactional or support work into a more relationship-focused advisory role. In the first six months of training, you will work closely with experienced advisors, gain exposure to real client conversations, and build the skills needed to manage client relationships independently over time. Unlike many advisory roles that are primarily investment-focused, this role is heavily grounded in tax-aware financial planning. You will regularly work with client tax returns and develop the ability to connect tax concepts directly to planning and investment decisions. This is not a back-office role, and it is not a sales role. It is a development path into a client-facing, tax-aware advisory path within a structured, team-based firm. What Youll Do in the first six (6) months: Client Relationship & Meeting Support • Prepare materials, agendas, and summaries for client meetings, • Participate in client meetings alongside advisors to observe and learn relationship management and advisory discussions, • Support account-related activities including paperwork, money movement, transfers, and DocuSign coordination, • Partner with Client Service Associates and Operations to ensure tasks are completed accurately and efficiently, • Communicate client needs clearly with Planning, Tax, and Investment teams under advisor guidance, • Help coordinate deliverables across departments and ensure deadlines are met, • Build knowledge of financial planning, investments, tax, and estate concepts through training and mentorship, • Gradually take on more responsibility in client communication and meeting participation, • Develop the skills needed to lead client relationships over time, • Review client tax returns (Form 1040) at a high level with advisors to understand income, deductions, and planning opportunities, • Sit in on client conversations where tax strategy is a central part of the discussion, • Begin connecting tax concepts to broader planning (investments, retirement, equity compensation, etc.), • Develop comfort explaining tax-related concepts in a clear, client-friendly way What were looking for: Required Qualifications • 24 years of experience in financial services (wealth management, brokerage, banking, tax, or similar), • Experience working directly with clients in a professional setting, • Strong written and verbal communication skills, • High attention to detail and ability to manage multiple priorities, • Professional presence and ability to work with high-net-worth clients, • Demonstrated stability and growth in prior roles Preferred Qualifications • Bachelors degree in Finance, Economics, Business, or a related field strongly preferred, • Experience supporting financial advisor teams or working in a wealth management or RIA environment, • Exposure to investment accounts, money movement, or financial account administration, • Familiarity with financial planning concepts (retirement, investments, tax, estate basics), • Exposure to or interest in investment and portfolio taxation, including tax-efficient investing, • Experience reviewing or working with individual tax returns (Form 1040) at a high level, • Experience in a high-volume client service environment (e.g., brokerage, bank), • Interest in or progress toward professional certifications (Series 65, CFP) Most importantly, youre looking to move from a transactional or support role into a relationship-driven advisory career. Compensation & Benefits • We offer a competitive base salary and annual discretionary bonus tied to individual and firm performance., • No commissions or sales quotas, • Hybrid work environment after training period, • Eligible employees receive a competitive benefits package, including:, • Paid Time Off (18 days annually at hire, increasing with tenure), • 10 paid holidays plus 1 floating holiday, • 8 hours of Volunteer Paid Time Off annually, • Safe Harbor 401(k) with employer match and immediate vesting after 1 year, • Medical, dental, and vision insurance, • Life and disability insurance, • Minnesota Paid Family & Medical Leave (private plan), • Professional development and continuing education reimbursement (with approval), • Discounted advisory services for eligible employees Why This Role Makes Sense Many financial services roles fall into one of two paths: • Transactional client service work with limited growth, • Sales-focused advisor roles requiring you to build a book This role offers a different path. Youll build a strong foundation in tax-aware advising, a skill set that differentiates top advisors and is increasingly critical for high-income clients At Stevens Foster, youll have the opportunity to: • Work with an established client base of executives and high-net-worth individuals, • Learn directly from experienced finance professionals, • Develop into a client relationship manager within a team-based model, • Build a long-term career path in tax, planning, and client-facing finance without relying on sales or business development Who This Role Is a Good Fit For This role tends to be a strong fit for individuals currently in: • Wealth management support or advisor assistant positions, • Tax advisor or tax accountant roles We are looking for someone who wants to build a long-term career in advising within a collaborative firm, someone who values client relationships, consistency, and professional growth. Start Your Career in Advising Apply Today!

Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. Business unit Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clientele, including investment banking, financial risk management, merger and acquisition services, investment management, seed capital, FHA/HUD, capital and strategic planning as well as senior living research, education, and communication. POSITION OVERVIEW The position is responsible for creating new client relationships for new business development and transaction execution. In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with other senior bankers, as well as manage a team of analytic professionals. Ziegler is interested in candidates located in, or who would be willing to relocate to the Chicago market preferably, or Milwaukee or Minneapolis as Ziegler has offices in all locations. This banker will be responsible for: • Becoming integrated into the NFP Senior Living Finance team in the Midwest as part of our overall leading national senior living and care footprint., • Covering numerous existing client relationships of the Firm and initiating and creating new client relationships and expanding the not-for-profit Senior Practice in the upper Midwest Living Finance practice., • Maintaining client relationships during deal execution while working with Ziegler team members, • Originating, structuring and/or executing transactions., • Performing high-level financial analysis on actual and prospective financing transactions (e.g. modeling, forecasting, and structuring); A successful investment banker at Ziegler is a highly accomplished financial professional with proven experience providing solutions for clients. The person must be of superior intellect, with an immediate grasp of Ziegler’s competitive advantage and the changing dynamics of the core healthcare banking sectors, principally Healthcare Services. This individual will have a minimum of 8-10 years of relevant experience in investment banking or concomitant corporate roles that nurture the attributes of a successful investment banker. Thriving in a team environment, this banker must possess a solid reputation as a “get it done” business-focused executive known as a driver of bespoke, client-centric solutions. The successful candidate possesses the following qualities: • Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity., • Demonstrated access to clients and leaders in the senior living sector, being able to leverage the expertise of Ziegler., • The ability, in both written and oral presentations, to communicate confidently vision and direction. The successful candidate is a mature, confident executive who is comfortable and effective at all levels of life, at the office and personally. This senior professional is approachable, highly collaborative, and thrives in a team-oriented culture. This banker possesses the following characteristics: • Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives. In other words, this individual is:, • Focused on processes as well as customer and people management., • Excellent consultative, collaborative, influencing communication skills., • A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships., • Ability to set clear and deliverable goals. Demonstrates resilience, passion and commitment to deliver and be accountable for the results., • A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered. Solid analytical skills with a disciplined and knowledge based approach to decision making., • Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results., • Gain respect quickly and work well within the Ziegler culture, which emphasizes entrepreneurism, integrity, intelligence, hard work and partnership., • Energetic, possessing the fortitude and stamina necessary to lead an organization going through substantive growth., • High personal standards of ethics and integrity; personal attributes of collaboration, openness, creativity, humility, “scrappiness,” responsibility, empathy, and a sense of humor., • Able to quickly win the respect of others by sound knowledge, good judgment and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business COMPENSATION The compensation range for this position is commensurate with experience and incoming title. Additionally this position is eligible for a significant incentive compensation package in line with investment banking standards.

Job Description CORPORATE PROFILE Ziegler is a privately held, national boutique investment bank, capital markets and proprietary investments firm. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, M&A advisory, strategic advisory services, fixed income sales & trading and research. Ziegler is seeking an Investment Banking Summer Analyst to join its Healthcare Investment Banking Group. ZIEGLER INVESTMENT BANKING Within the Investment Bank, Ziegler’s Healthcare Investment Banking Group is focused on delivering best-in-class M&A advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services and healthcare information technology, Ziegler is one of the most active M&A firms. Ziegler has long-standing relationships with global healthcare providers, information technology firms, and leading financial sponsors across the nation, giving us unique insight into the future direction of the healthcare industry. As a result, Ziegler Summer Analysts will have the opportunity to work alongside our experienced investment bankers on ongoing live deals and gain exposure to numerous engagement types: • Mergers & Acquisitions, • Sell-side Advisory, • Buy-side Advisory, • Strategic Advisory, • Capital Raising, • Fairness Opinions and Valuations, • Private Placements Ziegler also sponsors and manages a variety of private equity offerings and proprietary investment funds, and through its sponsored funds, Ziegler invests strategically in the healthcare, senior living, and education sectors. Additionally, Ziegler is an active participant in municipal sales and trading markets through Ziegler Capital Markets. INTERNSHIP DETAILS Position: Investment Banking Summer Analyst Group: Healthcare Investment Banking Timing: Internships generally start at the beginning of summer and end upon your return to school in the fall. Specific dates are flexible as of yet, but more information will be provided at a later date. This is a 10-week paid internship program. Compensation: Fully paid internship Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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