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Job Description Are you a killer salesperson? If so, please read further. This position entails making rapid decisions, often based on very little information. Novel ideas and confidence are required to deal with quickly changing conditions. Challenge and pressure are the norm. There is a good degree of difference from one day to the next, with shifting priorities and new problems to solve daily. Problems may be situational, factual, or people-based. Solving them involves analysis, creativity, and working with others. In dealing with other people, poise, confidence, and influence are required. Overall flexibility in work style, including involving other people, is important. Established company policies or systems will need to be questioned in an effort to affect positive change. Improvements need to be creative, innovative, unproven, and sometimes risky. Confidence in these solutions, even when faced with strong opposition, is required. Persistence in achieving results is necessary. The focus of the job is the reaching of goals, rather than the details of how things get done. There is a need to freely and easily delegate these details to others, applying pressure for timely results. There is much freedom in this position, which requires independence and self-reliance in setting priorities and determining objectives. This broadly focused job requires a generalist who is more concerned with the strategies involved in reaching goals than with specific or detailed tactics. We are continuing to grow our 3rd Sales Division in the San Diego Marketplace and will be hiring 3 extraordinary candidates over the next 21-30 days. This is a newer division that will be focusing on acquiring investment properties and selling in-house investment projects to real estate investors. Who Will be Great At This Role: Will be Independent, Assertive, Self-confident Will need Independence, Control of own activities. To be challenged Will Like Hearing Take risks and learn from mistakes, Take on the challenge of…, Manage multiple priorities, Take the Initiative NOTEWORTHY BEHAVIORS Comfortable with risk, Independent, Individualistic, Self-confident, Firm, Proactive, Takes initiative, Competitive, Driven to get things done, Positive response to pressure REQUIREMENTS Must be able to work close to full-time. Schedules can be somewhat flexible with advancement. Background and track record of success in selling is preferred. Clean background check required Drivers License Required College Experience Preferred, but not required Must be extremely proficient in selling over the phone and in-person A Real Estate License is not required, but many salespeople will eventually become licensed. If you are considering getting licensed in the future this could be a perfect fit. Compensation: Salespeople who meet/exceed company quota will have On-Track Earnings of $125,000+ Accelerated Compensation Structure. $400,000+/Annual Income Obtained in Other Division Management Compensation available via promotion If you are extremely confident in your ability to sell, please do apply. Only the strongest candidates will make it through our hiring process. These positions are for individuals looking to become world-class salespeople and human beings. This is a career, not just a "job." Our people will have the ability to earn really well and invest in their future through real estate. Compensation: $50,000 - $250,000 yearly Responsibilities: RESPONSIBILITIES • Negotiate Purchase Contracts with Homeowners and Real Estate Agents, • Present, and sell investment opportunities to Real Estate Investors, • Outbound Prospecting. 100+ Calls Per Day, • Respond and Convert Inbound Leads to Appointments and Eventual Contracts, • Attend Networking Events to Acquire Clients, • Out of Office Marketing and Sales Development Activities, • Manage a database of prospects and clients, • Analyze Investment Opportunities for their viability, • Provide Daily Reporting of Sales Activities to Management, • Maintain and Exceed Company Designated Quotas, • Collaborate daily with a fast paced team, • Bring New Ideas to the Organization when opportunities for improvement present themselves Qualifications: REQUIREMENTS • Must be able to work close to full-time. Schedules can be somewhat flexible with advancement., • Background and track record of success in selling is preferred., • Clean background check required, • Drivers License Required, • College Experience Preferred, but not required, • Must be extremely proficient in selling over the phone and in-person, • A Real Estate License is not required, but many salespeople will eventually become licensed. If you are considering getting licensed in the future this could be a perfect fit About Company • We believe in developing world class salespeople investors and human beings, • One of our three divisions, GG Homes, is the largest Single Family Homebuyer in San Diego County, • Our other division, Honest Agent Real Estate facilitates over 300+ Real Estate Related Transactions Annually. Top 5 in the County, • These two divisions accounted for over $143M in Sales over the last 12 months, • Our salespeople have the ability to sell some of the most competitive, non-commoditized products/properties in the entire industry that have tremendous commission potential. (Most companies can't say this, don't be fooled), • Big Data is what gives us an unfair competitive advantage in our markets, • We promote Internally, and have tremendous room for advancement in our growing business, • We protect our culture at all costs. It's been labeled as inspiring, challenging, competitive, yet extremely fun and drama free.

Job Description Role Overview This person manages their own book AND actively elevates the team around them. They do not wait for direction in either dimension. On the account side: proactive supply growth, data-driven prioritization, and commercial thinking from day one. On the team side: leading KPI reviews, being the go-to resource for ideas, coaching AMs through problems. The AI angle is genuine — we want someone who is already exploring these tools, has opinions about what they can do, and is excited to bring that curiosity to the team. In this role, you will: 1. Account management — existing seller base • Own and grow a defined book of existing US seller accounts — supply health, GMV growth, and relationship quality, • Proactively identify supply gaps on accounts and arrive at the Director with a plan — not a flag, • Assess each account's full potential: what do they have that we need, and what makes GOAT their preferred listing platform, • Present regular, data-driven business reviews to accounts — commercially compelling, not just informational 1. Team lead responsibilities • Act as the go-to resource for the regional AM team: share ideas, market intelligence, and help teammates move from insight to action, • Lead weekly KPI reviews for your account set autonomously — pull the numbers, draw your own conclusions, and bring a formulated plan to the Director, • Contribute actively to team-level reviews: bring original thinking on what is working, what is not, and where the team should focus, • Coach AMs through 1:1s — help them develop commercial instincts, sharpen their data usage, and hold their accounts to supply outcomes, • Lead execution of seller initiatives and team projects from proposal through to measurement3. Market intelligence, • Continuously monitor market dynamics — what is selling on other platforms, which brands and categories are gaining momentum, where GOAT has supply gaps relative to demand / other platforms, • Translate market signals into commercial action: if something is trending externally, your accounts and the team should be moving on it, not reading about it after the fact, • Feed regional intelligence into the Director and the strategy team on a consistent cadence4. AI and automation, • Actively use AI tools in day-to-day work: outreach, account performance summaries, market research, workflow automation, • Bring genuine curiosity — explore new tools, test what works, and share what you find with the team, • Be a practical reference point for AI usage across the AM team: not the only person using these tools, but someone who sets the tone for how the team thinks about them, • Identify repetitive workflows that could be automated and bring those ideas to the Director We are looking for: • Player-coach: manages their own accounts at a high level while actively supporting the team around them. Does not treat the lead responsibilities as a burden — is energized by helping others succeed, • Genuine self-starter: spots opportunities and moves on them. Brings ideas before being asked. Has opinions on how to grow the business and is willing to advocate for them, • AI-curious: actively exploring AI tools, not waiting for someone to hand them a workflow. Has already used AI to improve something about how they work and is excited about where it goes next, • Market-aware: knows the apparel and resale landscape — what is selling, what buyers want, how the competitive environment is shifting — and uses that knowledge commercially, not just conversationally, • Data-driven: pulls and interprets account performance data independently. Forms conclusions and arrives with a recommendation, not a data dump, • Team developer: elevates the people around them. Shares what they're seeing, helps others think through problems, and is energized by the team's performance — not just their own book, • 5+ years in account management — wholesale, brand, or retail; luxury and resale apparel strongly preferred, • People management or team lead experience, • Demonstrated AI tool usage — active and exploratory, not theoretical, • Confidentiality and discretion is a mustWhat success looks like in 30 / 60 / 90 days, • 30 Days, • Full account list reviewed, prioritized, and first seller conversations started. First KPI review led autonomously. First AI tool or workflow improvement identified and either in use or proposed to the Director., • 60 Days, • Supply health gaps on key accounts identified with action plans in place. Contributing meaningfully to team KPI reviews — bringing commercial perspective, not just data. At least one idea brought to the Director on a growth opportunity or team improvement., • 90 Days, • Measurable supply and GMV contribution visible. Recognized by AMs on the team as a resource they come to. The director will spend more time coaching than directing this person.GOAT Group uses geographic pay tiers based on the employee's home state to align compensation with market differences across the U.S. Hiring Range: Tier 1 (Includes states such as California, New York (including New York City), Washington, Illinois and other higher-cost markets) $98,600 - $123,200 USD Tier 2 - (Includes mid-cost markets across the U.S.) $88,800 - $111,000 USD Tier 3 - (All other U.S. locations) $83,900 - $104,800 USD The hiring range for this position is below, plus benefits (401K, paid time off, dental, medical, vision, disability, life insurance options). To determine starting pay within the hiring range, we carefully consider a variety of factors, including primary work location, role/level, a candidate's skills, experience, market demands, and internal parity. You may reach out to a recruiter for additional information. Hiring Range:$83,840—$123,200 USD GOAT Group represents the leading platforms for authentic sneakers, apparel and accessories. Operating four distinct brands–GOAT, Flight Club, Grailed and alias–GOAT Group has a global community of more than 60 million members across 170 countries. GOAT is the global platform for the greatest products from the past, present and future. Since its founding in 2015, GOAT has become one of the leading and most trusted sneaker platforms in the world, and has expanded to offer apparel and accessories from select emerging, contemporary and iconic brands. Through its unique positioning between the primary and resale markets, the company offers styles across various time periods on its digital platforms and in its retail locations, while delivering products to over 60 million members across 170 countries. Established in New York City over 15 years ago, Flight Club revolutionized sneaker retail as the original consignment store for rare shoes. Carrying the rarest exclusives and collectible sneakers, Flight Club has evolved from a one-stop sneaker destination, to a cultural hub for sneaker enthusiasts and novices alike. With three brick-and-mortar locations in New York City, Los Angeles and Miami, Flight Club remains the premier source for authentic, rare sneakers. Founded in 2013, Grailed is the leading community-driven marketplace for rare luxury, streetwear and vintage fashion. The marketplace was built for enthusiasts, by enthusiasts, and features products from brands including Supreme, Raf Simons, Gucci, Saint Laurent, Balenciaga, Prada and more. With a highly curated selection of resale pieces including inventory exclusive to the platform, Grailed makes fashion accessible. The company is backed by strategic investor Foot Locker, Inc. as well as some of the leading names in venture capital including Park West Asset Management, T. Rowe Price Associates, Inc., Franklin Templeton, Adage Capital Management, Ulysses Management, D1 Capital Partners, Accel, Andreessen Horowitz, Index Ventures, Matrix Partners, Upfront Ventures, Webb Investment Network and Y Combinator. GOAT Group will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, if applicable. By applying, you authorize GOAT Group to send you text messages regarding your job application, interview and/or onboarding process, and other job opportunities at GOAT Group. If you are a California resident, please review our California Privacy Rights Notice for Job Applicants. If you are an EU or UK resident, please review our EU / UK Candidate & Employee Privacy Notice.

Job Description Meet REVOLVE: REVOLVE is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted, premium lifestyle brand, and a go-to online source for discovery and inspiration, we deliver an engaging customer experience from a vast yet curated offering totaling over 45,000 apparel, footwear, accessories and beauty styles. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers, and more than 500 emerging, established and owned brands. Through 16 years of continued investment in technology, data analytics, and innovative marketing and merchandising strategies, we have built a powerful platform and brand that we believe is connecting with the next generation of consumers and is redefining fashion retail for the 21st century. For more information please visit www.revolve.com. At REVOLVE the most successful team members have a thirst and the creativity to make this the top e-commerce brand in the world. With a team of 1,000+ based out of Cerritos, California we are a dynamic bunch that are motivated by getting the company to the next level. It’s our goal to hire high-energy, diverse, bright, creative, and flexible individuals who thrive in a fast- paced work environment. Some of the sweetest perks we offer aren’t in a typical benefit package like hefty discount on items we carry – as in 50% or more off retail prices, free weekly lunches, and pretty rad company parties. To take a behind the scenes look at the REVOLVE “corporate” lifestyle check out our Instagram @REVOLVEcareers or #lifeatrevolve. Are you ready to set the standard for Premium apparel? Main purpose of the Assistant E-commerce Stylist role: This is a Full Time position for an individual who will support the styling team and ensure the REVOLVE vision is executed on every E-commerce shoot. Major Responsibilities: Essential Duties and Responsibilities include the following. Other duties may be assigned. • Assist on set and maintain best practices and processes for catalog styling, • Scan and decode product codes to review styling notes in preparation for catalog photoshoots, • Review PO images prior to catalog photoshoots to ensure proper dressing and styling of the model, • Submit any necessary pulls to ensure the needed merchandise is in-studio prior to the catalog shoots, • Account and organize high priorities, • Pre-style, organize, and prep all garments and accessories to ensure all items are photo ready, • Demonstrate proper techniques for styling and preparation of merchandise to minimize damages, • Assist and create inspiring looks for weekly women’s catalog photoshoots, • Follow a seasonal styling guide and management's direction to translate styling trends to e-commerce friendly looks to showcase seasonal focuses and buying investments, • Keeping merchandise organized and dressing models in a timely and efficient manner in order to meet productivity goals, • Collaborate with Photo Shoot Director and Photographer to manage time and pacing on set, • Review and get final approvals of clothing racks for upcoming photoshoots to ensure styling is brand and site appropriate, • Perform photoshoot breakdown following women’s and catalog shoots (sample tags, shoes, etc.), • Organize all clothing racks before passing them to the appropriate teams, • Care for all inventory and samples and notify team leads when merchandise is damaged or flawed, • Check-in/out samples before and after photoshoots, • Maintain a tidy studio and manage styling closets, • Prepare and assist for monthly studio audits, • Assist in daily and weekly photoshoot planning and merchandise prioritization, • Participate in evolving the styling point of view for REVOLVE women’s, • Trend and brand research to style effectively and inspire the REVOLVE customer, • Work with styling team and maintain the styling closet log up to date Required Competencies: To perform the job successfully, an individual should demonstrate the following competencies: • Desire to work in a fast-paced, results-driven environment, • Ability to work in the intensity of a high production studio and capable of upholding the highest quality standards, • Understanding of retail and e-commerce trends, • Ability and desire to work with a team as well as independently, • Strong attention to detail and exceptional organizational skills, • Excellent time management skills, ability to prioritize tasks, and stay calm under pressure, • Self-starter with outstanding verbal and written communication, • Team player who is able to take direction, • Quick learner and strong problem-solving skills, • Positive attitude and excellent interpersonal skills, • Desire to improve everything they touch, to learn, and to grow Minimum Qualifications: • Basic understanding of the studio environment, • Prior experience with product styling, fashion styling, and/or merchandising, • Experience in retail or working in e-commerce, • Proficient in Gmail and Google Drive, • Basic knowledge of Microsoft Office, • Physically able to lift over 25 lbs, • Portfolio with women’s and men’s styling, studio or styling assistant Preferred Qualifications: • Bachelors or Associates Degree in Fashion, Merchandising, Photography, or other Visual Communications Arts, • Complete creative understanding of the REVOLVE customer, • Proficient in Mac and PC computer systems A successful candidate works well in a dynamic environment with minimal supervision. At REVOLVE we all roll up our sleeves to pitch-in and do whatever it takes to get the job done. Each day is a little different, it’s what keeps us on our toes and excited to come to work every day. For individuals assigned and/or hired to work in California, Revolve includes a reasonable estimate of the salary or hourly rate range for this role. This takes into account the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications. A reasonable estimate of the current base hourly/salary range is $19 to $20. ATTENTION: After submitting your application, please check your spam folder for emails on your application status. Emails are sent from an ADP email address.

Job Description Meet REVOLVE: REVOLVE is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted, premium lifestyle brand, and a go-to online source for discovery and inspiration, we deliver an engaging customer experience from a vast yet curated offering totaling over 45,000 apparel, footwear, accessories and beauty styles. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers, and more than 500 emerging, established and owned brands. Through 16 years of continued investment in technology, data analytics, and innovative marketing and merchandising strategies, we have built a powerful platform and brand that we believe is connecting with the next generation of consumers and is redefining fashion retail for the 21st century. For more information please visit www.revolve.com. At REVOLVE the most successful team members have a thirst and the creativity to make this the top e-commerce brand in the world. With a team of 1,000+ based out of Cerritos, California we are a dynamic bunch that are motivated by getting the company to the next level. It’s our goal to hire high-energy, diverse, bright, creative, and flexible individuals who thrive in a fast-paced work environment. In return, we promise to keep REVOLVE a company where inspired people will always thrive. To take a behind the scenes look at the REVOLVE “corporate” lifestyle check out our Instagram @REVOLVEcareers or #lifeatrevolve. Are you ready to set the standard for Premium apparel? Major Responsibilities: Essential Duties and Responsibilities include the following. Other duties may be assigned. • Create inspiring looks for weekly women’s catalog photoshoots, • Follow Senior and Lead Stylists’ seasonal styling direction to translate styling trends to e-commerce friendly looks and showcase seasonal focuses and buying investments, • Pre-style, organize, and prep all garments and accessories to ensure all items are photo ready, • Review PO images prior to catalog shoots to ensure proper dressing and styling of model, • Collaborate with the Senior Stylist on upcoming catalog shoots, • Participate in daily walk-throughs to get final approvals of clothing racks for upcoming photoshoots to ensure styling is brand and site appropriate, • Participate in evolving the styling point of view for FWRD women’s, • Research and stay on top of current and emerging trends in fashion and retail, including competitors’ sites and brands’ lookbooks, • Collaborate with Photo Shoot Director and Photographer to manage time and pacing on set, • Submit any necessary pulls to ensure the needed merchandise is in-studio prior to catalog shoots and categorize high-priority merchandise, • Keeping merchandise organized and dressing models in a timely and efficient manner in order to meet productivity goals, • Demonstrate proper techniques for styling and preparation of merchandise to minimize damages, • Focus on efficiency and meeting daily productivity goals while minimizing reshoots, • Perform photo shoot breakdown following the catalog shoots (sample tags, shoes, etc), • Organize all clothing racks before passing them to the appropriate teams, • Review QCs and feedback to ensure all product is shot correctly and up to FWRD standards, • Collaborate with the Senior Stylist to maintain an up to date styling closet (inventory, seasonality, and on-trend), • Help manage the studio inventory and participate in monthly audits, • Maintain a tidy studio and manage women’s styling closet, • Assist in training additional stylists and men’s catalog shoots as needed Required Competencies: To perform the job successfully, an individual should demonstrate the following competencies: • Desire to work in a fast-paced, results-driven environment, • Ability to work in the intensity of a high production studio and capable of upholding the highest quality standards, • Understanding of retail and e-commerce trends, • Knowledge of apparel on-body styling techniques across the industry and in various fashion categories, • A superb eye for attention to detail, style, and visual composition, • Ability and desire to work with a team as well as independently, • Self-driven and able to easily communicate creative ideas, • Experience with on-set standards and demands, • Exceptional organizational skills, • Excellent time management skills, ability to prioritize tasks, and stay calm under pressure, • Self-starter with outstanding verbal and written communication, • Team player who is able to take direction, • Quick learner and strong problem solving skills, • Positive attitude and excellent interpersonal skills, • Desire to improve everything they touch, to learn, and to grow Minimum Qualifications: • 2+ years of styling experience in E-commerce, Editorial, and/or Photo Studio environment, • Professional styling experience on-figure styling and product styling, • Understanding of fashion and market trends, visual composition, and the art of aesthetic presentation, • Experience in working with Hair and Makeup Artists, Photographers, and Photo Art Directors, • Basic knowledge of Microsoft Office, • Proficient in Gmail and Google Drive, • Physically able to lift over 25 lbs, • Portfolio with women’s styling, lifestyle or studio Preferred Qualifications: • Bachelors or Associates Degree in Fashion, Merchandising, Photography, or other Visual Communications Arts, • Complete creative understanding of the FWRD customer, • Experience styling luxury brands, • Experience with Adobe Suite, • Proficient in Mac and PC computer systems A successful candidate works well in a dynamic environment with minimal supervision. At REVOLVE we all roll up our sleeves to pitch-in and do whatever it takes to get the job done. Each day is a little different, it’s what keeps us on our toes and excited to come to work every day. A reasonable estimate of the current base hourly/salary range is $23 to $24/hr. ATTENTION: The following job description contains representative examples of work that will be performed in positions allocated to this classification. It is not required that any position perform all of the duties listed, so long as primary responsibilities are consistent with the work as described. Roles and responsibilities can often be expanded to accommodate changing business conditions and goals, as well as to tap into the skills and talents of the individuals in the company. Accordingly, associates may be asked to perform duties that are outside the specific functions that are listed.

Job Description Who We Are We are a Real Estate Investment and Development Company. We have been building new apartments, and also renovating existing older properties across Los Angeles for over 20 years. We do a high volume of 2-6 unit apartments. We are a lean, experienced team that moves fast and takes pride in delivering projects on time. We are growing our high volume 2-6 unit project load and need a seasoned Construction Manager to help lead that growth. The Role You'll take ownership of rehabbing and building a volume of 2-6 unit projects across the LA area — managing day-to-day site operations, keeping subs in line, and making sure work gets done right. You'll have real autonomy here, but you won't be alone: you'll have direct access to ownership and a support team that's responsive and decisive. What You'll Do • Manage on-site renovation and new construction activities from start to finish, • Schedule and coordinate subcontractors, architects, and inspectors to keep projects on track, • Conduct weekly site walks and proactively resolve issues before they become delays, • Ensure full compliance with LA building codes and permit requirements, • Maintain clean project documentation: daily logs, RFIs, change orders, inspection records, • Communicate proactively with ownership on budget, schedule, and site conditions What We're Looking For • 5+ years of construction management experience, with multifamily residential strongly preferred, • Solid track record managing projects from permit through closeout, • Ability to read and interpret architectural and structural drawings, • Working knowledge of California Building Code and LA-specific permit/inspection processes, • Comfortable managing multiple active sites simultaneously, • Strong communicator who can hold subs accountable without burning relationshipsCompany DescriptionWe are a Real Estate Investment and Development Company. We have been building new apartments, and also renovating existing older properties across Los Angeles for over 20 years. We do a high volume of 2-6 unit apartments. We are a lean, experienced team that moves fast and takes pride in delivering projects on time.We are a Real Estate Investment and Development Company. We have been building new apartments, and also renovating existing older properties across Los Angeles for over 20 years. We do a high volume of 2-6 unit apartments. We are a lean, experienced team that moves fast and takes pride in delivering projects on time.

Job Description We are looking for a driven, service-minded accounting professional who takes pride in helping families manage the financial complexities of their lives. The ideal candidate combines technical accounting skills with a strong sense of ownership, unwavering integrity, and a desire to build trusted relationships with clients and colleagues. This role is ideal for someone who enjoys solving problems, continuously improving, and growing into greater responsibility over time. You'll work closely with experienced professionals, gain valuable expertise, and advance your career in a supportive and stimulating environment. This is an opportunity to join a growing department and immediately impact the department’s success. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission, one where all staff contribute to and share in our success. We recognize, respect, and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Team-led work environment – Together, We Achieve More, • An environment leading to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Lead and manage client relationships with internal teams and external clients, • Be in charge of accounts payable and accounts receivable for multiple clients, • Handle the accounting at month-end for multiple clients:, • Reconcile bank, brokerage, and credit card statements, • Post monthly, quarterly, and annual journal entries, • Prepare financial and cash flow statements, • Prepare budgets and comparison of actual to budget reports, • Ensure transactions are documented and analyzed according to compliance requirements, • Supervise client-vendor management, including issues and disputes, • Manage new bank account documents, • In charge of filing 1099s, • Maintain thorough client data files, • Perform other accounting and finance duties as assigned Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who join in our values and vision. We value intellectual intensity, collaboration, and consideration. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They are also sociable, passionate, and genuine. The attributes and talents that foster success in the role are: Knowledge: • Someone who understands accounting and has experience with the month-end process., • High Proficiency in Word and Excel, experience with AgilLink/Datafaction, QuickBooks Online, and Xero preferred but not necessary Skills & Attributes • Demonstrates persistence in finding solutions and overcoming obstacles, • Build trust through consistency, discretion, and follow-through, • Approaches client service with empathy and professionalism, • Takes ownership without waiting to be asked, • Demonstrates intellectual curiosity and a desire to learn, • Excellent oral and written communication skills within a diverse office environment, • Excellent personal and professional references, • Ability to work independently and provide follow-up with the team, • Ability to consistently meet deadlines, • Ability to set priorities among a variety of tasks Experience and Education: We will consider any combination of experience and education that provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Someone working toward the CPA or CFP, • 2 - 4 years of professional experience in an accounting or business management environment is preferred, • Bachelor’s degree in accounting, finance, economics, or a related field Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions, and walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in person. Aspiriant is committed to diversity, inclusion, and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionWe are looking for an experienced Sr. Accountant to support property accounting activities for a growing real estate investment firm in Los Angeles, California. This role offers the opportunity to contribute to the financial management of a multifamily property portfolio within an established organization that continues to expand. The ideal candidate brings strong accounting fundamentals, hands-on property accounting experience, and the ability to manage detail-oriented work in a collaborative, office-based environment. Responsibilities: • Oversee day-to-day accounting operations for a portfolio of multifamily real estate assets, ensuring financial records remain accurate and up to date., • Prepare and review journal entries, account reconciliations, and monthly close activities to support timely reporting., • Maintain the general ledger and investigate variances or discrepancies to ensure reliable financial data., • Produce recurring financial statements and supporting schedules for property-level and portfolio reporting., • Partner with internal teams to track transactions, resolve accounting issues, and improve reporting accuracy., • Assist with annual audits, compliance requirements, and the preparation of documentation requested by external parties., • Monitor property-related expenses, accruals, and balance sheet activity to support effective financial oversight., • Bachelor’s degree in Accounting, Finance, or a related field is required. Prior public audit experience strongly preferred., • At least 3 years of experience in property accounting is required., • Strong understanding of general ledger accounting and monthly close procedures., • Experience working with financial reporting, reconciliations, and journal entry preparation., • Ability to manage multiple priorities while maintaining a high level of accuracy and organization., • Proficiency in standard accounting systems and Microsoft Excel., • Strong communication skills and the ability to work effectively in a team-oriented setting. FOR CONFIDENTIAL CONSIDERATION please apply. If you are already working with a recruiter from Robert Half, please contact them directly regarding job number 00320-0013456155 presented by Ameri Ramirez to expedite your candidacy for this role.

Job DescriptionDo Not Apply - This posting is for testing only! - Financial Accountant — Swindon Are you ready for a new challenge? Do you have a passion for finance in an SME and experience across all aspects of finance? If so, we have an exciting opportunity for you! We're currently seeking a Financial Accountant to become an integral part of our small but perfectly formed team in Swindon. Who We Are and What We Do We create, licence, manufacture, sell, and provide services for technologies which: • Control and monitor high voltages and power (11 kV to 400 kV and up to 1000 MVA); and, • Are fitted in electricity substations, on overhead power lines, and in control centres. We call this Total Voltage Control. We have a "Yes we can" attitude, which comes into play through our sense of purpose in solving our customers' difficult problems. Our team approach — and wearing the (metaphorical) shirt — plays an enormous part in achieving this and helps us build great relationships with customers. The health and wellbeing of our people and planet is very important to us. We support a healthy lifestyle, breaks, and interpersonal interactions during the working day, and we don't work during weekends and holidays. For the health of the planet, we've committed to being a Net Zero company by 2030. This role is based 4 days a week in our Swindon offices, with 1 day working from home if desired. This supports our mental wellbeing, creates stronger teams, and helps us share knowledge and experience — and have fun and be happy. Salary will be dependent on experience and the role. Role Purpose To support all aspects of financial provision for the group of companies. As Financial Accountant, your role will include: • Ensuring all balance sheet accounts are reconciled monthly, • Ensuring robust financial processes and procedures are in place, and identifying opportunities for improvement, • Ensuring finance systems are compliant with internal Business Management Systems, best practice, and current legislation, • Supporting bank management and banking/investment relationships, • Maintaining and sustaining costing systems for the group companies, • Ensuring sales invoices are issued in a timely manner in accordance with customer contract deliverables, • Reviewing all financial plans and budgets regularly to look for cost reduction opportunities, • Maintaining group intercompany reconciliations, • Supporting the preparation and submission of VAT returns, • Undertaking weekly and monthly financial analysis and reporting, • Supporting the preparation of monthly management accounts, the annual budget, and statutory financial statements, • Liaising with the company accountants to prepare year-end statutory accounts, • Providing cover for other team members in their absenceTo be successful in this role, you will require:, • Minimum Part Qualified ACA, ACCA, or CIMA (qualified by experience will be considered), • Hands-on experience with accounting packages and ERP systems, • Experience within an SME, • An approachable, team-player attitude, with the ability to work beyond the confines of a traditional finance role, • Experience with group consolidations, foreign currency transactions, and/or implementation of new ERP systems, overseas markets/customs/export would be an advantage, • Adaptability when required, while maintaining a "Yes we can" attitudeBenefits Include:, • Company sick pay

Job Description A high growth and well-respected real estate investment organization is seeking a sharp Senior Accountant to join its Corporate Accounting team. • 3 days/week in office hybrid* $110-$125K base + 10-15% annual bonus The position offers direct exposure to executive leadership, including the Controller and CAO, while playing a key role in process improvement, operational scalability, and strategic accounting initiatives. The ideal candidate is someone who enjoys ownership, thrives in a fast-paced environment, and wants visibility into complex real estate transactions and corporate accounting operations. The team is looking for a proactive, solutions-oriented accounting professional who can think strategically while remaining hands-on in execution. Key areas of focus include: • Month-end close, consolidations, reconciliations, and GAAP reporting, • Oversight of property management company financials and trial balance integrations, • Capital transactions including acquisitions, refinances, dispositions, and resyndications, • SOX/internal controls and audit support, • Process automation and accounting modernization initiatives, • Managing and mentoring offshore accounting resources Qualifications: • 4+ years of accounting experience within public accounting and industry, • Strong GAAP and consolidation experience, • Real estate, multifamily, affordable housing, or investment accounting exposure preferred, • CPA or CPA in progress preferred, • Advanced Excel skills with Yardi or related real estate systems experience preferred This is an excellent opportunity for someone looking to step into a highly visible role with strong leadership exposure, career growth potential, and the chance to help shape the future state of a growing accounting organization.

Job DescriptionWe have partnered with a dynamic and growing commercial real estate investment and management company in Sherman Oaks. The team is seeking a Staff Accountant who will be responsible for all aspects of the day-to-day accounting and finance functions.Responsibilities: • Prepare monthly financial reports for management, • Maintain general ledger and internal accounting controls, • Handle inter-company billings for maintenance, management fees, and special projects, • Manage mortgage loans and lender reporting, • Maintain fixed asset depreciation and amortization schedules, • Monitor construction project job costs, • Reconcile and validate balance sheet and income statement accounts, • Prepare annual CAM reconciliations and estimates, • Assist with financial statement reviews and tax return preparationQualifications:, • Bachelor’s degree in Accounting or Finance, • 2+ years of accounting experience (real estate industry preferred), • Experience with Yardi Voyager or similar accounting software is a plus, • Strong analytical and problem-solving skills#GHJSS #LI-LM1 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 K1 is seeking to expand our team by hiring an Accountant to oversee day-to-day financial, operational, and compliance functions for the firm located in Manhattan Beach, CA. The ideal Fund Accountant possesses the competence and expertise necessary to skillfully navigate client, third-party, and internal relationships and provide close support to the Managing Director of Finance. Our core values both define and distinguish us in our industry. As such, we believe in the importance of maintaining a team culture that aligns with our four core values: Passion, Persistence, Humility, and Excellence. This position requires an understanding of internal and external accounting processes; an ability to align with and support internal deal team and finance team members with high quality, efficient deliverables; as well as the competency to communicate effectively with consultants and clients. Key Responsibilities: • Assist in relationship management with internal and external resources such as internal deal teams, external fund administrators, external consultants and external auditors, • Meet all monthly, quarterly and annual reporting deadlines for compliance and finance functions, • Coordinate with various internal and external parties for new fund launches, • Coordinate, when needed, the production of reporting content from other K1 departments, • Assist in the preparation and review of quarterly reporting to limited partners and/or portfolio managers, • Review compliance reporting as applicable and assist in the management of debt facilities, • Review of quarterly and annual GAAP financial statements and footnote disclosures for all funds, • Assist in the review of the calculation of management fees and performance fees, • Assist in the preparation and review of regulatory compliance filings, • Review cash flow projections and assist in daily cash management, • Respond to ad-hoc limited partner, internal team member, and portfolio manager requests, • Review information provided to tax consultants for quarterly tax estimates, annual extensions, and annual tax returns, • Review and monitor fund expense budget and payments, • Manage internal corporate card expense review and approval process Requirements: • 1-4 years of public accounting experience (Big 4 preferred but not required), • Or 1-3 years of portfolio reporting experience at a fund administrator, asset management company, or other related financial services company, • CPA preferred, • Ability to work in a fast-paced, high-growth environment, • Ability to analyze, summarize, and communicate information both verbally and in writing, • Ability to effectively manage time and deadlines, • Ability to both take direction and show initiative as appropriate, • Ability to quarterback assigned projects to resolution, • Strong proficiency with Microsoft Office suite applications, • Excellent organizational and interpersonal skills, • Uncompromising with respect to quality in all regards., • Unquestionable ethics and integrity., • Bachelor's degree - first generation college students are encouraged to apply About K1 K1 is one of the largest investors in small-cap AI-powered software. Dedicated to transforming lives and industries by building category leaders in technology, K1 has invested in over 275 companies since inception. Headquartered in Manhattan Beach, California, the firm partners early with founders and management teams to build AI-powered, mission-critical systems of record for enterprise clients globally. For more information, visit k1.com and follow K1 Investment Management on LinkedIn. As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $75,000-90,000 for the position of Fund Accountant. Powered by JazzHR Befvc5mDJY

Job Description ABOUT MURRAY COMPANY At Murray Company, how we operate is defined by shared values that are 100 years in the making -Safety, Quality, Honesty, Hard Work and Pride of Ownership. These values have led to our company consistently being in the top 15% on ENRs Best Specialty Contractor’s list. Bring your enthusiasm and unique perspective to Murray Company where you will have the opportunity to grow with us professionally, personally, and financially. Join a team that cares about helping you thrive and succeed. You'll work alongside talented colleagues while establishing lifelong friendships and making a difference in our company and the specialty contracting community. As a part of Murray Company, you'll build long-term wealth by enjoying employee-ownership, great compensation, health & wellness benefits, and matched 401(k) retirement plan. POSITION OVERVIEW Oversee the chart of accounts to ensure accurate and timely financial statement preparation. Support other departments and upper management by performing analytical projects. DUTIES AND RESPONSIBILITIES • Reconcile bank accounts & credit cards monthly., • Analysis and reconciliation of BS and IS accounts., • Prepare and maintain fixed asset and depreciation schedules., • Create and input general journal entries., • Review the annual corporate tax return prepared by outside CPA firm., • Prepare schedules for specific expenditures; i.e., insurance, payroll, interest, etc., • Prepare audit schedules for outside CPAs, insurance companies, and banks., • Record pre-paid assets/accrued liabilities and book amortization/expense monthly., • Reclass notes payable between long-term and short-term based on amortization schedules., • Analyze & record investment activity monthly., • Assist the CFO and Controller in special projects. SKILLS AND ABILITIES • Bachelor’s Degree in Accounting or related field., • 5+ years of related experience, • Advanced knowledge of Word and Excel., • Excellent attention to detail. PHYSICAL REQUIREMENTS • Prolonged periods of sitting at a desk., • Must be able to lift up to 15 pounds at times., • Must have sufficient to read printed and digital documents. TOTAL REWARDS Murray Company offers a generous total rewards package to include 15% Employee Stock Ownership on an annual basis, and the potential to earn an annual performance bonus based on individual and company performance. Additional benefits include up to 100% company-paid medical coverage for employee and up to 2/3 company-paid medical coverage for employee’s family, up to 3% matched 401(k), optional vision and dental insurance, and more. SALARY RANGE: $75,000 - $95,000 (annual) 3RD PARTY RECRUITER ENGAGEMENTS Murray Company has an internal recruiting function and does not accept unsolicited resumes or candidate profiles from third-party recruiting agencies or individual recruiters in response to job postings. Resumes or candidate profiles submitted in any form to any employee of Murray Company without a signed agreement by an officer of the company (or his or her delegate) AND without the express written agreement by the Talent Acquisition or Human Resources function to engage in a search on behalf of the company will become property of Murray Company. Verbal or written commitments from any other member of Murray Company will not be considered binding terms. Murray company will not pay a fee to any third-party recruiting firms or individual recruiters that have not coordinated their recruiting activity through the Talent Acquisition or Human Resources function.

Job Description Our client is a leading real estate investment and development firm focused on creating value through community-focused real estate and infrastructure projects. With a strong presence across the Americas, the firm is known for its collaborative, high-performance environment and long-term growth opportunities. Position Overview The Senior Accountant will support the Controller and Accounting leadership team in managing full-cycle accounting operations for real estate investment structures. This role offers the opportunity to gain exposure to complex real estate transactions, financial reporting, and investment-level accounting, with the potential to convert to a permanent position. Key Responsibilities • Support month-end and quarter-end close, including journal entries, reconciliations, and financial reporting, • Prepare and review investment-level financial statements in accordance with GAAP, • Analyze financial performance and assist with monthly reporting and variance analysis, • Perform balance sheet reconciliations and support audit, tax, and valuation deliverables, • Assist with real estate investment accounting, including debt, accruals, and property-level activity, • Support cash management and liquidity monitoring, including invoice approvals and capital activity, • Partner cross-functionally with internal teams to ensure accurate reporting and process improvements, • Assist with acquisition, disposition, and fund setup activities Qualifications • Bachelor's degree in Accounting or Finance, • 3+ years of accounting experience (real estate or private equity preferred), • Strong understanding of GAAP and financial reporting, • Experience supporting month-end close and reconciliations, • CPA or public accounting experience is a plus, • Detail-oriented with the ability to manage multiple priorities in a deadline-driven environment Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™

Job Description Position Overview Greystone Equities LLC is seeking an experienced and motivated Senior Accountant to join our small accounting and finance team. This is a strong opportunity for a mid-career accounting professional with significant growth potential, including the ability to develop into an Assistant Controller or Controller-level role over time. The role will work closely with the Controller, CFO, and CEO and will support accounting, reporting, payroll, budgeting, cash management, and financial operations across multiple affiliated entities. Experience in real estate, agriculture, investments, partnerships, or syndications is highly preferred, but we are open to strong candidates with solid accounting fundamentals and a willingness to learn. Key Responsibilities • Record and review general ledger activity across multiple entities., • Assist with financial statements, internal reports, reconciliations, and closing processes., • Manage AP/AR, vendor payments, reimbursements, and supporting documentation., • Support budgeting, forecasting, cash management, and variance analysis., • Assist with payroll processing and related federal and California reporting., • Coordinate with outside CPAs, lenders, auditors, payroll providers, and other service providers., • Support accounting for real estate, agricultural operations, investment entities, and intercompany transactions., • Help improve accounting systems, internal workflows, and reporting processes., • Work closely with the Controller and gradually assume additional responsibilities. Qualifications • 7–10 years of accounting, bookkeeping, corporate accounting, or related finance experience preferred., • Experience in real estate, agriculture, investment partnerships, syndications, or family-office style accounting is highly preferred., • Bachelor’s degree in Accounting, Finance, Business, or a related field preferred., • Strong understanding of GL accounting, AP/AR, reconciliations, financial statements, cash flow reporting, and month-end closing., • Experience with payroll and related federal and California reporting., • Strong QuickBooks and Excel skills., • Excellent attention to detail, organization, follow-through, and problem-solving skills., • Ability to work independently and collaboratively in a small team environment., • High level of integrity, discretion, and professionalism. Company Description Greystone Equities LLC is a family-owned investment and operating company with more than 30 years of experience in California agricultural and real estate investments. Our portfolio includes farming operations, real estate holdings, entitlement and development projects, and investment partnerships. This is an opportunity to join a stable, entrepreneurial company, work closely with senior leadership, and grow into a broader accounting and finance leadership role over time. Company DescriptionGreystone Equities LLC is a family-owned business specializing in agricultural and real estate investments in California. We have been in business for over 30 years and are committed to sustainable practices and long-term growth. Our diverse portfolio includes agricultural projects as well as large-scale residential and commercial property developments.Greystone Equities LLC is a family-owned business specializing in agricultural and real estate investments in California. We have been in business for over 30 years and are committed to sustainable practices and long-term growth. Our diverse portfolio includes agricultural projects as well as large-scale residential and commercial property developments.

Job Description About the Role: The Senior Tax Accountant, CPA is a senior-level public accounting opportunity for an experienced tax and accounting professional with expertise in complex tax compliance, financial reporting, and client advisory services. This role is ideal for a CPA with extensive experience in partnership taxation, real estate tax, high-net-worth individuals, and closely held businesses. The position combines technical tax and accounting responsibilities with strategic tax planning, client consulting, financial statement preparation, and leadership within a collaborative public accounting environment. Responsibilities: • Prepare and review complex federal, state, and multi-state tax returns for partnerships, S corporations, C corporations, individuals, trusts, and estates., • Prepare, adjust, and review client trial balances, general ledger activity, and year-end accounting records to ensure accuracy and compliance., • Record journal entries related to accruals, depreciation, book-to-tax adjustments, and other accounting reconciliations., • Perform audits, reviews, and compilations in accordance with professional standards., • Prepare GAAP-compliant financial statements with full disclosures., • Conduct proactive tax planning and identify opportunities to minimize tax liabilities while supporting long-term client objectives., • Research complex federal and state tax issues and prepare written technical analyses and recommendations., • Assist with tax controversy matters, including responding to notices, examinations, and regulatory inquiries., • Build and maintain strong client relationships through regular communication and strategic advisory services., • Collaborate with attorneys, financial advisors, and other external professionals on tax planning, entity structuring, and transactional matters., • Support mergers, restructurings, entity formations, and other specialized consulting engagements., • Mentor and develop junior accounting professionals through coaching, technical guidance, and review of work product., • Leverage accounting technology, workflow automation, and AI-enabled tools to improve efficiency, productivity, and client service., • Manage multiple client engagements simultaneously while maintaining quality standards and meeting deadlines. Qualifications: • Active Certified Public Accountant, CPA, license in good standing., • Bachelor's degree in Accounting or a related field., • Minimum of 7 to 10 years of public accounting experience with significant tax and assurance responsibilities., • Extensive experience preparing and reviewing complex partnership, corporate, individual, and trust tax returns., • Strong background in partnership taxation, including IRC Sections 704(b), 704(c), 754, 1031 exchanges, Section 163(j), Section 199A, and pass-through entity taxation., • Demonstrated experience serving real estate clients, closely held businesses, and high-net-worth individuals., • Thorough understanding of Generally Accepted Accounting Principles, GAAP, financial statement preparation, audits, reviews, and compilations., • Experience performing tax research and interpreting complex tax regulations., • Strong analytical, organizational, and project management skills with the ability to manage multiple priorities., • Excellent written and verbal communication skills with a client-focused, consultative approach., • Proficiency with professional tax software, accounting applications, Microsoft Office 365, QuickBooks, and document management systems., • Ability to work independently while collaborating effectively within a professional accounting team. Desired Qualifications: • Advanced experience with complex real estate partnerships and investment structures., • Experience with trust and estate taxation, wealth planning, and multi-generational tax strategies., • Familiarity with multi-state taxation and complex entity structures., • Experience supporting business transactions, restructurings, and strategic tax consulting engagements., • Previous experience mentoring, reviewing, and developing accounting staff., • Strong interest in process improvement, workflow automation, AI tools, and technology-driven accounting solutions., • Demonstrated ability to identify tax planning opportunities that create long-term value for clients., • Commitment to continuous professional development, exceptional client service, and technical excellence.

Job DescriptionCompany Description The Wonderful Company is committed to providing high-quality, healthy, and iconic brands, including FIJI Water, POM Wonderful, Wonderful Pistachios, Wonderful Halos and helping improve the lives of the people who live and work in the places where we operate. Ranked No. 1 on the 2025 PEOPLE® Companies That Care list and one of Fortune® magazine’s “100 Best Companies to Work For” in the U.S., The Wonderful Company is continually recognized for its dedication to the well-being of its workforce, their communities, and the planet. We’re seeking a highly motivated, detail oriented Real Estate Accounting Analyst to join our Real Estate Accounting team. The ideal candidate will thrive in an entrepreneurial, fast-paced and complex environment, demonstrate a mindset for process improvement, and seek to expand their experience in Real Estate, in both the Accounting and Finance fields. This position will be based at our West Los Angeles, CA office. We work a hybrid schedule with an in-office requirement Monday-Wednesday and the option to work remotely on Thursday and Friday. Job Description • Perform month-end close activities including preparing and posting journal entries, preparing account reconciliations, analyzing variances and drawing conclusions from available data., • Assist with the validation and consolidation of monthly and quarterly financial data for Financial Reporting., • Prepare balance sheet reconciliations and develop follow-up action plans to resolve reconciling items., • Analyze accounting transactions, financial statements, or other financial reports to assess accuracy and completion, and provide variance explanations., • Assist in the quarterly preparation of cash flow forecasts and reconcile bank account data to GL cash balances., • Collaborate with Property Management, Real Estate Development, Corporate Accounting, Tax, Treasury, and other departments, acting as a liaison and providing financial insights to meet their needs., • Support completion of annual tax package reports in preparation for tax filings., • Validate the completeness of lease data, including identifying all leases and relevant transactions, to ensure accuracy in financial reporting in compliance with ASC 842., • Track and oversee the timely payment of property taxes across Real Estate portfolio., • Assist in the preparation of annual budgets and quarterly financial result presentations., • Identify opportunities for strategic projects and lead process improvement initiatives to enhance efficiency and effectiveness within the department., • Solicit and respond to feedback to improve team and personal performance.Qualifications, • CPA eligible preferred., • Bachelor’s degree in accounting, finance, or related field., • Microsoft Excel Experience and proficiency., • Demonstrated ability to exercise sound judgement and discretion in managing tasks, while maintaining high-quality standards and meeting deadlines., • Strong decision-making and problem-solving skills, with the ability to working independently with minimal supervision., • Collaborative mindset, with the ability to work effectively across teams and departments., • Results-oriented mindset with a consistent track record of meet demanding deadlines while prioritizing competing tasks., • Excellent communication skills, with the ability to convey complex financial insights to diverse stakeholders., • Proficiency in Yardi Voyager preferred., • Financial modeling and analysis experience preferred. Pay Rate: Up to $38.46/hour. Final compensation will be dependent upon skills & experience. Additional Information • Thriving Wellness Community: Access to top-notch medical coverage comprehensive vision and dental plans, and a 401k with match eligibility to secure your financial future and including:, • 24/7 online physician consultations, • virtual mental health resources, • life coaching, • engaging employee community groups, • cash rewards for healthy habits and fitness reimbursements, • library of on-demand fitness videos, • Career Advancement Opportunities: Unlock your potential with clear paths for career progression and internal mobility across our diverse family of brands and business units., • Focused Learning and Development: Grow as a leader with our dedicated Learning and Organizational Development department, offering extensive resources like People Manager and leadership training, webinars, and eLearning courses., • Empowering Mentorship Program: Connect with colleagues through our company-wide mentorship program to share goals, overcome challenges, and drive your career forward., • Continuous Improvement Training: Participate in training that empowers all employees to learn and implement concepts that drive significant, positive change in the workplace., • Building a Healthy Society: To date, our co-Founders Lynda and Stewart Resnick, through their foundations and The Wonderful Company, have invested more than $2.5 billion in education, health and wellness, community development, and sustainability initiatives across California’s Central Valley, Fiji, and the world. In 2025, Wonderful ranked as #1 in PEOPLE’s “100 Companies That Care” list and was named one of Fortune magazine’s 100 Best Companies to Work For. To learn more about our corporate social responsibility efforts, visit csr.wonderful.com., • Giving Back to the Community: Make a difference with Wonderful Giving, allowing you to allocate company-provided funds to up to three charities of your choice, and join Wonderful Neighbor to contribute to group service projects within our local communities. The Wonderful Company is a privately held $6 billion global company headquartered in Los Angeles, with more than 10,000 employees worldwide. Founded by Lynda and Stewart Resnick, Wonderful produces some of the world’s most recognized healthy food and beverage brands, including FIJI Water, POM Wonderful, Wonderful Pistachios, Wonderful Halos, Wonderful Seedless Lemons, Teleflora, and JUSTIN, Lewis Cellars, and Landmark wines. The company also operates Neptune Pacific, a shipping and supply chain company serving the Pacific, and Wonderful Real Estate, which develops and manages industrial properties in California’s Central Valley. To date, the Resnicks, along with their foundations and The Wonderful Company, have committed more than $2.5 billion to philanthropy and community investment primarily where its employees live and work. Wonderful is regularly named one of Fortune’s “100 Best Companies to Work For” and ranked No. 1 on PEOPLE magazine’s Companies That Care list. To learn more about The Wonderful Company, its products, and its core values, please visit wonderful.com or follow The Wonderful Company on LinkedIn, Facebook, and Instagram. For more information on the company’s corporate social responsibility impact, visit csr.wonderful.com. The Wonderful Company is an Equality Opportunity Employer that provides opportunities for advancement. We are committed to creating a diverse workforce that embodies a deep culture of acceptance, equity, and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories. #LI-Hybrid EEO is the law - click here for more information

Job Description Seeking a multifaceted candidate who will work on billing and accounting matters, maintaining compliance with regulatory requirements, and consumer communications. The role is responsible for managing recurring client billing, handling incoming client and borrower inquiries related to their loans, preparing financial quotes in response to those inquiries, and communicating directly with lenders to resolve questions. The position also provides broader operational support to the business unit for these processes. This role supports the accounting team, however the position will also require regular coordination with multiple internal departments and teams. We seek a highly capable and motivated individual who is prepared to contribute to a growing and evolving organization. This is a full-time, in-office position in Downtown Long Beach, CA, with standard business hours, Monday through Friday. RESPONSIBILITIES • Routine and monthly billing to clients within service level agreement timelines, • Communicating with borrowers and their agents regarding quotes, drafting said quotes, and updating the internal systems regarding the process, • Communicating with lenders regarding financials and billing of these processes, • Processing incoming funds. Communicating with clients and third parties regarding these funds. Sending incoming funds out to clients timely, • Reviewing final sale funds results, requesting the necessary checks for all parties, and sending the funds to the required parties, • Ensuring timely, courteous, and thorough responses to a high volume of email correspondence, • Maintaining congenial relationships with business associates, borrowers, and lenders, • Providing exceptional customer service to borrowers and clients at every level of interaction, including timely status updates and follow-up on outstanding documents and/or services, • Consistently and accurately update the firm’s internal case management system, as well as all lender systems, • Performing other duties and responsibilities as needed EDUCATION, EXPERIENCE & SKILLS • High School Diploma. Associate’s degree or above preferred, • Billing and check processing experience preferred, • Must have excellent verbal and written communication skills, • Must be committed to providing exceptional customer service, • Ability to communicate courteously and effectively with borrowers, lenders attorneys, other internal employees, and outside parties, • Must be able to work with others in a congenial and team-oriented manner., • Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change, • Ability to read and write at a high level for proof reading and editing purposes, • High-level proficiency in MS Office suite; Outlook, Teams, and especially Excel PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit, talk, or hear. The employee is occasionally required to stand, walk, use hands to finger, handle, or feel; reach with hands and arms, and stoop, kneel, or crouch The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job: Normal office working conditions, with quiet to moderate noise level within the work environment. We offer a comprehensive compensation package, which includes a salary commensurate with experience and accomplishments. If you possess the requisite qualifications, and are seeking the challenge of working in a growing firm, please submit your resume in confidence. All applicants applying for U.S. job openings must be authorized to work in the United States. • Please note: No employment sponsorship or support will be given for this position. McCalla Raymer Leibert Pierce, LLP will not consider any employment immigration sponsorship or support. This means that McCalla Raymer Leibert Pierce, LLP will not support any CPT, OPT, or STEM OPT plans, nor sponsor in any NIV category (including TN, E-3, H-1B, O-1), or submit the position in the H-1B Registration; or, • Visa sponsorship nor immigration support is not available. Applicants must be legally authorized to work in the United States now and in the future. The company does not provide visa sponsorship or any immigration support (including STEM OPT training plan) for this position. Because of the high volume of calls received, only qualified candidates will be contacted for consideration. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization. Company DescriptionMcCalla Raymer Leibert Pierce, LLP has historically represented over 350 financial institutions nationwide. With its finger to the pulse of the financial services industry, the firm works with legislators on both the state and federal level to assure quality legislation, particularly for it's mortgage servicing clients. The firm’s unique ability to meet the specific needs of clientele, combined with industry perspective, experience, team approach, and personalized attention, assures clients cost effective and comprehensive legal counsel. McCalla Raymer Leibert Pierce, LLP is passionate about fostering an environment that supports both personal and professional development. Our most valued investment is human capital. The firm is an Equal Opportunity Employer committed to diversity in the work place.McCalla Raymer Leibert Pierce, LLP has historically represented over 350 financial institutions nationwide. With its finger to the pulse of the financial services industry, the firm works with legislators on both the state and federal level to assure quality legislation, particularly for it's mortgage servicing clients. The firm’s unique ability to meet the specific needs of clientele, combined with industry perspective, experience, team approach, and personalized attention, assures clients cost effective and comprehensive legal counsel.\r\n\r\nMcCalla Raymer Leibert Pierce, LLP is passionate about fostering an environment that supports both personal and professional development. Our most valued investment is human capital. The firm is an Equal Opportunity Employer committed to diversity in the work place.

Job DescriptionAbout LBC Mortgage LBC Mortgage is a Los Angeles–based mortgage company with over 20 years of industry experience. Alongside our traditional mortgage business, we operate a fast-growing Private Money / Hard Money Lending Division, focused on funding real estate investment loans with speed, accuracy, and strong risk management. We are looking for a skilled Hard Money Underwriter who understands private lending, can underwrite deals quickly, and make confident decisions that protect the company while keeping production moving. Responsibilities • Underwrite Hard Money / Private Money loans (Fix & Flip, Bridge, DSCR, Cash-Out, Ground-Up, etc.), • Review loan files and borrower documentation (credit, assets, entity docs, income where applicable), • Analyze property details, exit strategies, deal structure, and overall risk, • Calculate and validate LTV, ARV, LTC, rehab budgets, and timelines, • Review appraisals, comps, and market data to confirm property value and feasibility, • Issue approvals and conditions, ensuring fast and clear communication with the team, • Work closely with Loan Officers, Processors, and Management to move loans efficiently, • Identify red flags early and provide clear recommendations, • Ensure adherence to internal guidelines and lending policies Requirements • 2+ years of underwriting experience in Hard Money / Private Lending (required), • Strong understanding of Fix & Flip and Bridge loan underwriting, • Ability to evaluate ARV-based deals, rehab scopes, and budgets, • Strong knowledge of appraisals, title reports, insurance, and entity structures, • Strong attention to detail and ability to work in a high-volume, fast-paced environment, • Excellent communication skills and ability to make confident decisions Preferred Qualifications • Experience underwriting DSCR and rental investment loans, • Experience with Ground-Up Construction loans, • Familiarity with Encompass or other mortgage/loan CRM systems, • Strong knowledge of investor real estate lending across multiple states Why Join LBC Mortgage • Established company with strong leadership and long-term stability, • Growing private lending division with strong pipeline, • Opportunity for career growth into Senior Underwriter / Underwriting Manager role, • Competitive compensation based on experience, • Remote flexibility and supportive team environment

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.

Job DescriptionVice President, Accounting Advisory About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Transitions & Transformations group provides strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to portfolio companies of private equity sponsors and other middle-market businesses. As part of our continued growth, Palm Tree is expanding its Accounting Advisory practice to support clients navigating complex technical accounting challenges, financial reporting requirements, and finance function transformations.The Vice President Position The Vice President is an engagement management leader within Palm Tree’s Accounting Advisory practice. Vice Presidents oversee day-to-day client engagements, lead technical accounting workstreams, and manage teams responsible for delivering high-quality accounting and reporting advisory services. This role requires deep technical accounting knowledge combined with strong client service capabilities. Vice Presidents work directly with CFOs, controllers, private equity sponsors, and external auditors to help clients address complex accounting matters while improving the efficiency and effectiveness of their finance organizations. The ideal candidate will thrive in a fast-paced, entrepreneurial environment and be motivated to help grow Palm Tree’s Accounting Advisory platform.Who We Are Seeking • An accounting advisory professional from a Big 4 or other large consulting firm seeking to help grow a practice in an entrepreneurial environment, • An industry accounting professional with deep knowledge of US GAAP who is interested in transitioning into client services and advisory work, • A motivated accounting professional who enjoys solving complex technical accounting issues while improving finance and reporting infrastructureCandidates with experience in the following areas are particularly well suited for this role:, • Purchase accounting and transaction accounting, • Complex debt and equity instruments, • Derivatives and financial instruments, • Stock-based compensation, • Revenue recognition, • Lease accountingCore Responsibilities Engagement Management • Lead the execution of Accounting Advisory engagements across multiple clients, • Provide direction, management, and task delegation to Associates and other junior team members, • Serve as a primary point of contact with client leadership teams throughout engagements, • Ensure engagement timelines, deliverables, and client expectations are managed effectivelyTechnical Accounting & Financial Reporting, • Lead preparation and review of technical accounting deliverables including accounting memoranda, accounting policies, financial statement disclosures, and supporting schedules, • Support purchase price accounting analyses and related journal entries, • Assist clients in navigating complex US GAAP accounting issues and financial reporting requirements, • Coordinate with external auditors and assist clients in managing year-end audit processesAccounting Process Improvement, • Assess accounting and finance processes to identify opportunities for improvement in areas such as month-end close, financial reporting, automation, and internal controls, • Diagnose root causes of reporting inefficiencies and propose practical solutions, • Support implementation of improved reporting processes and finance infrastructureFinancial Analysis & Operational Insight, • Review and finalize analyses of financial and operational data including KPIs, cash flow, net working capital, and debt items, • Manage investigation and Q&A processes related to key financial statement fluctuations, • Translate financial reporting insights into operational recommendationsClient Engagement, • Lead meetings and conference calls related to financial reporting, operational discovery, and change management initiatives, • Guide clients in integrating Palm Tree’s reports, processes, and financial frameworks into ongoing business operations, • Communicate engagement progress and key findings to senior leadership and internal stakeholdersTeam Development & Business Development, • Train, mentor, and develop junior team members, • Manage multiple team members across concurrent engagements, • Support proposal development and new client opportunities, • Participate in business development activities and help expand Palm Tree’s client relationshipsQualifications, • Undergraduate degree in Accounting, Finance, or a related field required, • Active CPA license strongly preferred, • 6–8+ years of relevant professional experience in technical accounting and financial reporting, • Prior experience in public accounting (Big 4 or national firm audit practice) strongly preferred, • Experience in accounting advisory, transaction accounting, or corporate accounting/finance roles preferred, • Demonstrated experience managing teams and leading multiple client engagements, • Experience coordinating year-end audits with external accounting firmsThe ideal candidate will have strong technical accounting expertise across internal and external financial reporting, as well as the ability to lead engagements and help clients implement reporting efficiencies. Candidates should also demonstrate: • Strong leadership and project management skills, • Advanced proficiency in Microsoft Excel and PowerPoint, • Excellent written and verbal communication skillsCandidates who strongly align with Palm Tree’s entrepreneurial culture and have an interest in private equity, M&A, and transaction-driven environments will excel in this role.Compensation and Benefits, • Base salary range of $175,000–$200,000, plus performance-based incentive bonus., • Comprehensive medical, dental, and vision premium coverage., • Competitive 401(k) program., • Unlimited paid time off (PTO)., • Robust maternity and paternity leave program., • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York. _ What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR UwQuFzJa0A

Job Description Company Overview Ghost is an inventory distribution platform and operating system for modern retail trade. We partner with the world's best brands to help them understand the true value of their inventory and route it to the right destinations globally. Ghost gives brands precise control over where and how their inventory is sold. Backed by top venture firms including L Catterton, Cathay Innovation, Union Square Ventures, Equal Ventures, and Eniac. Ghost has offices in Los Angeles and New York. About the Role We are seeking a Senior Director of Financial Planning & Analysis to serve as a strategic financial partner to our executive leadership team. This is a high-impact role for a finance leader who combines deep investment banking expertise with hands-on operating experience. The ideal candidate has navigated the full spectrum of capital markets and brings robust analytical rigor and business judgment. You are a strategic, analytical finance leader with experience in the CPG industry. You have a proven track record of building and coaching high-performing teams and ability to lead AI transformation of the finance function. You will own the numbers end-to-end, communicate with clarity, and thrive in ambiguity. You will lead and develop the FP&A team to shape the financial architecture of a scaling organization. Key Responsibilities Financial Planning & Analysis • Own annual budgeting, long-range planning, and rolling forecasts across all business units, • Lead monthly forecast, variance analysis, and operational reviews with leadership, • Build and maintain a bottoms-up 3-statement operating model with driver-based assumptions, • Build and deliver executive and board-level reporting packages, • Establish and track KPIs, unit economics and operating metrics, partnering with business leads to inform operational and financial performance Capital Markets & Treasury • Lead Series D fundraising — investor materials, due diligence, and process management, • Manage working capital financing including revolving credit, inventory financing, and vendor payment programs, • Execute debt capital markets transactions; maintain covenant compliance and lender relationships, • Oversee treasury operations: daily cash flow forecasting, liquidity planning, and bank relationships AI Transformation & Data-Driven Decision Making • Own the AI transformation roadmap for FP&A, accounting, and treasury — deploying AI agents for forecasting, reporting, anomaly detection, and close automation, • Build AI-powered forecasting models and agentic workflows that auto-generate variance commentary, narratives, and dashboards, • Lead the migration of the current Excel-based FP&A operating model to Prophix, leveraging deep platform expertise to configure workflows, automate data feeds, and rebuild financial models natively within Prophix, • Design a company-wide KPI framework with AI-enabled monitoring, automated alerting, and a single source of truth data architecture, • Bring rigor, transparency, and sound judgment to financial decision-making in a dynamic startup environment Strategic Finance & Business Partnership • Partner with CEO, CFO, and the Board on strategic planning, capital allocation, and corporate development, • Lead financial due diligence for investors, lenders, and strategic partnerships, • Hire, develop, and coach a high-performing FP&A team with a culture of analytical excellence and AI literacy Qualifications • Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA or CFA designation strongly preferred, • 10+ years of finance experience; minimum 3 years at a bulge bracket investment bank with capital markets execution credentials, • Minimum 3 years of FP&A or strategic finance experience at a Series B+ retail or CPG company, • Demonstrated experience leading Series C+ equity raises and managing debt facilities, working capital financing, and treasury operations, • Demonstrated success upleveling financial operations and hands-on AI transformation experience, • Experience with FP&A software (ex: Prophix, Campfire, DataRails, Cube etc), • Mastery of 3-statement modeling, scenario analysis, and driver-based financial frameworks, • Strong executive presence; proven ability to present to C-suite and board audiences, • Builder mentality — rolls up sleeves, develops people, operates with urgency and a team-first ethos, • Uncompromising work ethic and a team first mentality, • Operates with a sense of urgency, and has a relentless approach to understanding concepts, taking ownership and driving results Our total compensation for this position can range from $250-275k base salary + bonus + equity . The actual amounts may vary based on factors such as experience, knowledge, skills, and abilities related to the position. Benefits we offer: • Medical, Vision, and Dental with some plans covered at 100%, • Competitive compensation and equity structure, • 401K, • Unlimited PTO Ghost is an equal opportunity employer and values diversity in the workplace. We are committed to fostering an inclusive and innovative environment where all employees can thrive. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other protected characteristic under applicable laws.

Job DescriptionCompany Description The Director of Brick & Click is the primary architect of Red Bull’s unified commerce strategy. This role is designed to bridge the gap between traditional retail execution and digital commerce. The Director will lead a high-performing team to ensure that Red Bull’s brand presence translates into seamless shopping experiences for consumers. This role will be responsible for driving revenue and market share growth across top retailers by ensuring best-in-class execution in availability, in-stocks, forecasting, profitability, product detail pages, and media. Job Description Integrated Channel Strategy Develop and lead a multi-year commercial strategy that integrates physical retail distribution with digital growth levers. Manage a dual-purpose trade and marketing budget, ensuring optimal allocation across promotions, search, and media. Curate the appropriate channel and retailer assortment, including multipacks, flavors, and sizes, to maximize sales and profitability. Lead the annual and monthly business planning process for brick-and-click retailers. Retailer Partnerships and Joint Business Planning Lead strategic negotiations with senior leadership at key retailers, including Walmart, Target, and Kroger, to secure best-in-class omnichannel programs. Own the overarching strategy and annual negotiations for retail media network investment, ensuring Red Bull secures best-in-class status and prime digital placement. Drive volume through strategic partnerships with delivery platforms to capture immediate-consumption sales. Digital Shelf, Inventory, and Retail Media Ensure Perfect Store execution online by optimizing product detail pages for maximum add-to-cart rates and search relevance. Partner with Supply Chain to maintain a 95%+ in-stock rate for digital SKUs, recognizing that out-of-stocks are the greatest detriment to online volume. Oversee high-impact retail media spend with a relentless focus on return on ad spend to drive volume. Secure top-of-page placement and category captain status for high-volume keywords to intercept competitor shoppers. Team Leadership and Cross-Functional Collaboration Lead and mentor a team of Account Managers, coaching them to prioritize digital volume and growth in every retailer conversation. Serve as the internal authority on digital sales data, aligning IT, Brand, and Finance teams around digital volume targets. Manage external media and performance agencies to ensure strategies are focused and optimized for conversion. Qualifications EXPERIENCE, KNOWLEDGE, & EDUCATION (IF APPLICABLE) REQUIRED 8+ years eCommerce account management experience preferably with experience leading strategic planning across teams and Brick & Click Experience in beverage, CPG (Consumer Packaged Goods), or FMCG (Fast Moving Consumer Goods) industries preferred Strong leadership presence with excellent communication and active listening skills Advanced strategic thinking, planning, financial management, decision-making, sales presentation, and negotiation skills Innovative, solution-oriented mindset and ability to drive collaboration across diverse functional groups to achieve goals Passion to contribute to the culture of Red Bull Experience working with Digital Advertising Agencies Advanced strategic thinking, planning, financial management, decision-making, sales presentation, & negotiation skills Innovative, solution-oriented mindset and ability to drive collaboration across diverse functional groups to achieve goals Self-motivated and able to work independently Must be extremely proficient in software packages (Microsoft Excel and PowerPoint) & capable of mastering internal systems (CPM, SAP/BI) Additional Information This position is open to U.S. citizens, U.S. permanent residents, or individuals who are currently authorized to work in the United States on a valid visa. The base salary range for this position is $185,500 – $204,750 + cash incentives. Actual salary offers may vary based on work experience. The base pay range is subject to change and may be modified. Our current Benefits include: Comprehensive Medical, Dental and Vision Plans, 401k Match, Family Leave, PTO & Paid Holiday Schedule, Pet, Legal, and Life Insurance, Tuition Reimbursement (Benefits listed may vary depending on the nature of your employment and/or work location) Red Bull North America, Inc. is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, age, or any other classification protected by Federal, state, or local law. We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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: Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of 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 Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Essential Job Functions will include: • Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives., • Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions., • Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients, • Provide insight on clients' current entity structures, family businesses, corporate tax issues and philanthropic strategies., • Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences., • Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns, • Work with tax staff to respond to tax notices and review of correspondence, • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members, • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 15+ years of public accounting experience, or equivalent tax experience, • Advanced degree or designation required (e.g., CPA or JD, MS/LLM), • Advanced tax code knowledge, application and accounting skills, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus, • Highly organized, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills, • Team player, collaborative and able to work in concert with others, • Client first attitude including a passion for providing an excellent client experience Location: Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain. 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 5/7/2026. 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-Remote 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 $180,000—$225,000 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 DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance align with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM’s funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm’s Infrastructure platform, in partnership with the lead portfolio manager. Additionally, this role will offer significant exposure to CIM’s wide range of investment platforms active in principal investing across the Real Assets industry. ESSENTIAL FUNCTIONS: • Portfolio Oversight: support portfolio oversight efforts by developing a strong understanding of the strategy and underlying investments and assisting with asset‑level analysis to help inform decisions., • Acquisition analysis: support PO’s analysis and assessment of new opportunities. Responsibilities include:, • Participation in weekly pipeline and deal screening discussions., • Assessing how proposed acquisitions impact portfolio exposures by sector, geography, duration, leverage, and income stability., • Review of underwriting models and investment memos., • Portfolio Composition Review: assist in evaluating portfolio composition by providing analyses that support acquisition and disposition activity. Responsibilities include:, • Developing and maintaining target portfolio allocations by sector, market, and risk profile., • Monitoring concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines., • Evaluating market, valuation, and capital markets trends to inform go‑forward portfolio positioning., • Developing hold/sell analyses across the portfolio., • Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending., • Asset Management: provide analytical support to monitor the overall performance of all assets in the portfolio., • Track progress of each investment against its business plan., • Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction., • Review and share recommendations/insights on annual budgets and business plans., • Review quarterly third-party appraisals for senior management., • Help prepare regular updates for investors and internal stakeholders., • Reporting, Fundraising & potential new Products: contribute to materials that meet the needs of existing and prospective partners and co-investors to support our portfolio’s activities., • Market research., • Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.), • Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.)EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • 1+ Years’ experience in Infrastructure or Investment Banking or related field., • Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word., • Familiarity with financial statements, including income statement, balance sheet, and cash flow statement., • Must be willing to travel up to 15% of the time, both domestically and internationally.KNOWLEDGE, SKILLS, AND ABILITIES:, • Ability to synthesize information in a presentable format to a range of audiences., • Strong written and verbal communication skills; ability to succinctly summarize and share findings., • Ability to calculate, analyze, and explain infrastructure related return metrics and other variables., • Proven ability to leverage AI to optimize daily work., • Ability to handle sensitive information with discretion.PERFORMANCE METRICS:, • Consistency and quality of content., • Support of portfolio and asset level performance., • Support of fundraising efforts.WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:• A variety of Medical, dental, and vision benefit plans• Health Savings Account with a generous employer contribution• Company paid life and disability insurance• 401(k) savings plan, with company match• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave• Up to 16 hours of volunteer time off• Up to 16 weeks of Paid Parental Leave• Ongoing professional development programs• Wellness program, including monthly and quarterly prizes• And more! Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000. HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. #LI-SP1 CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: The Controller, Accounting is responsible for the overall quality of the accounting, information supporting the financial reporting, maintenance of individual partners’ capital, and investment schedules, performance measurement and preparation of management reports, including cash flow forecasting and other analysis, for their assigned funds and underlying assets. The position partners closely with portfolio management, valuations, tax, treasury, as well as internal and external auditors to ensure the integrity of financial data throughout the investment lifecycle—from acquisition through disposition. The role also contributes to new investment onboarding, transaction activity, and ongoing liquidity management within complex investment structures. RESPONSIBILITIES: • Reviews full-cycle accounting of assigned portfolio of fund(s), co-investments, investments including preparation and analysis of the financial statements, general ledgers, subsidiary ledgers, budgets, cash flow projections and review of job cost reports., • Prepare and/or review general ledger close, including eliminations, accruals for fund level expenses, approving/processing invoices, and month-end reconciliations., • Prepare and/or review fund, co-investment, and investment level financial statements and key liaison with Financial Reporting to assist in the preparation or review of financial statements to meet investor requirements., • Review investment-level and fund-level lender reporting packages as well as pro-forma covenant calculations, as necessary., • Analysis of fund and investment operations; accurately applies distribution allocations to calculate incentive allocations and performance returns applying knowledge of legal agreements and fund structure, including complex co-invest and joint venture structures as well as fund and property level debt agreements., • Prepare and/or review contribution, distribution calculations, waterfall calculations for funds, co-investments and joint ventures, as needed., • Accounting for acquisition and disposition of assets and booking of required funding., • Assist in set-up of accounting structures., • Assist in Treasury functions including monitoring/repayment of the fund credit facility, liquidity management, cash projections and review of cash transfers., • Provide information for and take part in audit and tax preparation., • Collaborate cross functionally across various teams whilst supporting middle office, tax, legal financial reporting and treasury functions for the Funds and entities., • Assist with research on technical accounting matters, including the ability to document in memos as necessary.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • Bachelor's Degree in Accounting, Finance or related field., • 7-10 years of related experience., • Knowledge of various asset classes, including open and closed-end real estate fund structures (subsequent closes, capital calls, distributions), PE fee structures (management fees and carried interest) valuation approaches (NAV), accounting and reporting processes, • Prior Fund accounting experience including preparation/reviews full-cycle accounting of assigned portfolio of fund(s), co-investments, investments including preparation and analysis of the financial statements, general ledgers, subsidiary ledgers in Yardi platform., • Working knowledge of PE accounting ledger and associated hands on Yardi system experience, • Big 4 or other Public Accounting Experience (preferred), • CPA (preferred), • MBA, CFA or additional designation a plus, • Must be proficient in Microsoft Office (i.e. Excel Pivot Tables, Sum-If, V-Lookups etc).ABOUT YOU:, • Ability to build and implement new workflow and procedures working across multiple stakeholder groups., • Strong written and verbal communication skills, • Ability to solve practical problems and continuously identify new ways to improve processes.WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:, • A variety of Medical, dental, and vision benefit plans, • Health Savings Account with a generous employer contribution, • Company paid life and disability insurance, • 401(k) savings plan, with company match, • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave, • Up to 16 hours of volunteer time off, • Up to 16 weeks of Paid Parental Leave, • Ongoing professional development programs, • Wellness program, including monthly and quarterly prizes, • And more!Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $135,000 - $185,000. #LI-BL1 HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

Job DescriptionABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! Real estate plays an important role in the success and livability of communities. Multifamily residences, retail districts, and entertainment venues and office buildings provide places where people live, work and enjoy themselves. CIM focuses on understanding the real estate which communities need and then mobilizes its in-house expertise to cater to those needs. CIM’s real estate platform spans multiple asset classes and geographies and incorporates equity investment strategies across the risk-return spectrum. CIM’s real estate equity investment strategies range from conservative to higher risk:• Core and Core-plus Strategies• Value-Add Strategy• Ground-Up Development To learn more, visit us at www.cimgroup.com. POSITION PURPOSE: The Associate, Investments role (with a Real Estate Equity focus) is an integral part of the CIM team. You’ll work in a supportive, growth-oriented environment and gain valuable exposure to a variety of projects across multiple real estate sectors, such as multifamily, office, retail, and industrial, amongst others, as well as equity investment strategies across the risk-return spectrum, including core, value-add, opportunistic, and ground-up development. Although focused on real estate, you will also gain valuable exposure to CIM’s wide range of investment platforms active in principal investing across the real asset industries. This position is a core member of CIM’s real estate investment team and will be accountable for the full set of responsibilities necessary to deliver on successful investment outcomes, from investment execution to value creation and exit. This role is based at our corporate headquarters in Los Angeles and supports the Real Estate Investments team through macroeconomic and microeconomic research; financial analysis; transaction execution; and ongoing management and governance through the lifecycle of an investment. As an integral member of deal teams, an Associate participates actively in both internal and external meetings and represents CIM Group and its Investments team.ABOUT YOU: • Quantitative aptitude, with a preference for fluency in corporate and/or asset finance, excellent modeling skills, and strong attention to detail., • Real Estate investment or project finance knowledge is a plus (but not a requirement)., • Ability to thrive in a collaborative team environment and work effectively with deal team members often spread across multiple geographies, including but not limited to Los Angeles, and New York., • Positive attitude and professional demeanor., • Dedication to fostering an inclusive culture and value diverse perspectives., • Demonstrated leadership skills., • A demonstrated interest in learning about the Real Estate Investments space., • Excellent written and verbal communication skills., • Self-motivated and proactive.WHAT WE LOOK FOR:, • Minimum 2 years professional experience working with an investment firm, private equity firm, investment bank or similar organization, focusing on real estate and adjacent sectors, and/or equity investment or corporate finance experience.WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:• A variety of Medical, dental, and vision benefit plans• Health Savings Account with a generous employer contribution• Company paid life and disability insurance• 401(k) savings plan, with company match• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave• Up to 16 hours of volunteer time off• Up to 16 weeks of Paid Parental Leave• Ongoing professional development programs• Wellness program, including monthly and quarterly prizes• And more! Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. At CIM, base pay is one part of the total compensation package. For this role, bonus compensation may be a significant part of the total compensation. The anticipated base salary for the position in Los Angeles, CA is $175,000. HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together. *Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process. CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy. #LI-SP1

Job DescriptionSalary: $100,000 - $120,000/annual FIRM OVERVIEW: Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees. JOB OVERVIEW: The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios and sensitivity analyses, • Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls, • Perform in-depth research on markets, comps, and development sites, • Review offering memorandums, tour properties, and interface with brokers, • Prepare presentations and materials for the investment committee, investors, and lenders, • Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation, • Coordinate closings of transactions and correspondence between internal departments and external parties, • Support asset management activities, including repositioning strategies, refinancings, and dispositions QUALIFICATIONS: • Excellent undergraduate record, • 1-2 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting), • Basic knowledge of real estate finance, valuation, and capital markets, • An aptitude for financial modeling, research, and underwriting of investments, • Experience with Argus is preferred, but not required, • Strong critical thinking with resourceful problem-solving skills, • Meticulous attention to detail and pride in their work, • Superior organizational skills and the ability to prioritize and manage multiple workstreams, • Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis, • The ability to positively represent the company in the market and with third parties Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firms West LA, Manhattan, or Dallas office and will entail occasional travel.

Job DescriptionCHIEF FINANCIAL OFFICER www.bhproperties.com www.livehavenhousing.com COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, and retail, and through its subsidiary Haven Housing, multi-family properties throughout the Western United States. The Company is vertically integrated, with offices in Los Angeles, Riverside, San Francisco, San Diego, Seattle, Phoenix, Dallas, and Houston, and is able to acquire and close transactions without the need for lengthy due diligence periods. Our 32-year track-record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy seller needs in a highly competitive market. Today, the Company owns and operates approximately 12M square feet of commercial space and 3,500 residential units across 18 states. LOCATION Los Angeles, CA RESPONSIBILITIES This role will be highly visible and integral to the financial management of the Company, initially focused on Haven Housing as the Company continues to scale growth in the multi-family and affordable housing sectors. Essential Duties • Manage cash flow projections ensuring availability of funds., • Assist in managing Company relationships with banks, institutions and other financial partners along with assisting in identifying new lending sources focused on the residential sector., • Participate with the Company’s in-house finance team on all financings being considered., • Ensure timeliness and accuracy of financial reporting to banks and other financial partners., • Ensure compliance with loan covenants., • Prepare and participate in financial presentations to banks and other financial partners., • Propose action plans to ensure that financial objectives are attained., • Work with the senior leadership team in the preparation of the long-term financial goals, annual plans, budgets and projections., • Leverage on past and existing networks to provide insight and recommendations to manage both short-term and long-term goals of the Company., • Assist in developing a capitalization strategy for new acquisitions and existing owned assets., • Create strategic initiatives that generate additional opportunities for the company through external relationships, which may include speaking engagements, and participation in select industry organizations/entities., • Assess financial risks and recommend strategies to mitigate those risks., • Respond to financial related questions from lenders, and other stakeholders., • Partner with other internal departments to ensure that communications and presentation materials are accurate., • Ensure budget and forecast models are accurate., • Execute special projects and ad hoc analyses as needed. QUALIFICATIONS: • Undergraduate degree is required in accounting or business-related field., • Both a CPA and graduate degree a plus., • 15 + years of experience in real estate accounting or related field with experience in multi-family operations and financial reporting, • Experience with both FANNIE and FREDDIE MAC loan process / programs, • Likely candidates will have come through an accounting or finance background, • Familiar with the 1031 Exchange process., • Experience in Yardi software a plus., • Demonstrated ability to maintain confidentiality., • Strong organizational skills, including the ability to prioritize and multi-task., • Advanced knowledge of Microsoft Office Suite, including Word, Excel, and Outlook., • Ability to communicate effectively and professionally within all levels of the organization and externally with lenders and other outside parties., • Ability to work independently and with minimum supervision., • Ability to work in a fast-paced entrepreneurial environment., • Must possess a strong work ethic., • Must be a team player., • Travel required (10%) COMPENSATION $225,000-$300,000 We offer an excellent compensation package, an exciting opportunity, and the chance to grow and develop with a well-capitalized entrepreneurial investment group. For immediate consideration please submit resume with salary expectations. Resumes submitted with salary requirements will be considered first. Powered by JazzHR vF3u3d7emC

Job DescriptionWho We AreWith a legacy spanning four decades, Action Property Management has become the premier choice for homeowner’s association management. Founded in 1984, Action began with a single client and a vision to elevate ethical and professional standards in the HOA industry. Our unwavering commitment to integrity, and professionalism coupled with our core values of excellence, innovation and care for people, continues to define us. Today, as the largest privately owned HOA management company in the West, we proudly serve over 300 communities across 9 offices. Our success is fueled by a team of nearly 900 dedicated team members who genuinely love what they do and are dedicated to helping homeowners thrive and love where they live. Job DescriptionThe Manager Assistant supports the assigned Manager in overseeing the day to day operations of the association and serves as a key liaison for community information and resident services. This role also assists in supervising onsite staff and ensures efficient administrative support across departments. Action seeks a full-time Manager Assistant to support at onsite team at our luxury association, Elleven, located in Los Angeles. Schedule: Monday - Friday 10:00 am - 6:30 pm (must be flexible outside these hours for emergencies/staff coordination) Compensation: $29.00 - $35.00 per hour, depending upon experience.Key Responsibilities • Provide administrative support including correspondence, scheduling, and meeting preparation, • Draft and distribute agendas, notices, reports, and meeting minutes, • Maintain vendor records, insurance documents, contracts, calendars, and websites, • Coordinate and support Architectural Review Committee meetings and inspections, • Assist with member services, respond to resident concerns, and issue access devices, • Assist management with supervising, scheduling, and training front desk staff, • Process accounts receivable, verify invoices, and prepare monthly delinquency reports, • Conduct common area inspections and generate work orders, • Serve as Manager on Duty in the Manager’s absence, • Perform other duties as assigned Requirements / Qualifications, • High school diploma or equivalent. College degree in business, real estate, or a relevant field is preferred., • Minimum of 2 years of office experience. Property management, hotel, or related industry experience preferred., • Excellent organizational, communication, and multitasking skills., • Strong judgement, professionalism and customer service focus., • Demonstrates confidentiality and diplomacy when handling challenging situations., • Must be flexible and willing to work occasional overtime when needed., • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and property management software. Team Member Perks, • Award Winning Culture: Proud recipient of the 2025 Great Place to Work Certification, • Highly Rated Employer: Check out our Glassdoor reviews - Glassdoor Reviews, • Collaborative Culture: Work in an environment that values teamwork, innovation, and mutual respect., • Comprehensive Benefits: Competitive salary, health insurance, and 401(k) matching., • Work-Life Balance: Enjoy PTO plus sick time, holiday pay, and your birthday holiday., • Technology Investment: Work with the industry's leading tools and resources to ensure efficiency and empower team members to succeed., • Commitment to Growth: Be a part of a company that prioritizes success and provides the support needed to thrive and achieve organizational goals.Why You'll Love Working at ActionAt Action Property Management, we believe in creating an environment where you truly love where you work. We offer competitive pay and ample opportunities for career growth and advancement. Our comprehensive benefits package includes medical, dental, vision, pet insurance, 401(k) with company match, and life and disability support for qualifying team members. We also provide generous paid time off, including vacation hours, sick time, and company-observed holidays for qualifying team members. We are committed to investing in the infrastructure, technology, training, and tools you need to excel in your role. Our relentless dedication to our company values and culture ensures a workplace where you feel heard, supported, and valued. Join us at Action Property Management and make a meaningful impact. Action Property Management is an Equal Opportunity Employer and Supports a Drug Free Workplace. Pursuant to the Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Overview Information System Security Engineer LOCATION: El Segundo, CA JOB STATUS: Full-time CLEARANCE: Active TS/SCI TRAVEL: As Needed SALARY RANGE: Estimated $130,000+ USD Annually* *depending on experience, certifications, and qualifications Astrion is seeking a Information System Security Engineer to support our customer in El Segundo, CA. The Cybersecurity Analyst provides direct Assessment & Authorization support to the Space Systems Command, Space Domain Awareness and Combat Power, Innovation and Prototyping Delta. The Innovation and Prototyping Delta provides next-generation rapid, innovative & affordable technology that leverages international, commercial, & interagency partnerships. This position requires a DoD Top Secret Clearance to start. REQUIRED QUALIFICATIONS/SKILLS • Minimum 5+ years in Information Assurance functions including but not limit to the DoD Certification & Accreditation process, the RMF process, the Enterprise Information Technology Data Repository (EITDR), EMASS, monitoring and maintaining the Vulnerability Management System, CMI activities., • Top Secret clearance and SCI Eligible., • Experience with 8570 compliance., • Bachelor’s degree in business, Information Security, Information Systems, Computer Science, Engineering, or related field., • CompTIA Security+ will work providing if having Certification & Accreditation (C&A) or Assessment & Authorization (A&A) experience under Risk Management Framework (RMF)., • Familiarity with Risk Management Framework protocols., • Advanced-level competency with Microsoft Word, Excel, PowerPoint, and Outlook. PREFERRED QUALIFICATIONS/SKILLS • Certified Information Systems Security Professional (CISSP, or equivalent), • Familiarity with Space System Command (SSC) Certification and Authorization (C&A) procedures and US Space Force SAP networks., • Excellent and detail-oriented organizational, interpersonal, and communications skills. RESPONSIBILITIES • Develops, updates, accomplishes Enterprise Mission Assurance Support Service (eMASS) entries and updates, coordinates and staffs Certification and Authorization (C&A) packages for mission systems in accordance with DoDI 8510.01 Risk Management Framework (RMF), NIST 800-series, and any other RMF relevant documentation., • Administers mission systems information assurance telecoms and eMASS database updates, • Registers mission systems within the Air Force Information Technology Investment Portfolio Suite (ITIPS) in compliance with the Federal Information Security Management Act (FISMA), • Reviews mission systems certification policies, programs, procedures and reports for initial and follow-on system releases, including new and evolving cyber system requirements and documents findings with suggested changes, • Conducts and documents Security Test and Evaluation (ST&E) on mission systems., • Revalidates information assurance and cyber controls for accredited mission systems and documents findings with suggested changes., • Assesses as required, higher headquarters directed changes in the C&A policy requirements for their impact on mission system security posture or Risk Management Framework (RMF) authorized systems.

Job DescriptionAbout Radiant Radiant is an El Segundo, CA-based startup building the world’s first mass-produced, portable nuclear microreactors. The company’s first reactor, Kaleidos, is a 1-megawatt, fail-safe microreactor that can be transported anywhere power is needed and run for up to 5 years without refueling. Portable nuclear power with rapid-deploy capability can replace similar-sized diesel generators and provide critical asset support for hospitals, data centers, remote sites, and military bases. Radiant’s unique, practical approach to nuclear development leverages modern software engineering to rapidly deliver safe, factory-built microreactors that use existing, well-qualified materials. Founded in 2020, Radiant is on track to test its first reactor at the Idaho National Laboratory this summer, with initial customer deliveries beginning in 2028. About the Role We recently closed a oversubscribed $350M Series D at a $1.8B valuation, backed by Andreesen Horowitz, DCVC, Boost Ventures, Draper Associates, Chevron Tech Ventures, Founders Fund, IQT, LM Ventures and others. We’ve grown to north of 200 people this year and we are just getting started. Radiant is hiring a Director of Investor Relations to build and lead this function from the ground up. This is a senior, high-visibility role reporting directly to the CFO and working closely with the CEO and Board. You will own the full investor lifecycle — from prospecting and diligence support through ongoing relationship management — across multiple investor types. This role sits at the intersection of finance, strategy, communication, and capital markets. You will be a key architect of how Radiant presents itself to sophisticated capital allocators and how we manage and grow our investor ecosystem over time. What You'll Own: Investor Strategy Build the IR function from the ground up: Own the strategy, messaging, materials, and reporting cadence across our existing and prospective investor base. Build and maintain a structured investor prioritization framework across multiple investor segments. Develop deep knowledge of investor thesis fit, sector appetite, and decision-making dynamics. Maintain intelligence on market dynamics and capital market trends in nuclear, energy, advanced technology. Capital Markets Execution Partner with the CFO and Executive team to support any financing processes including materials development, logistics, diligence coordination, and investor Q&A. Prepare and maintain core IR materials: investor presentations, data room, financial models, one-pagers, FAQs. Ongoing Investor Relations Serve as a key point of contact for existing investors: manage quarterly update cadence, information-share rhythms, and ad-hoc communications. Deepen relationships: keep existing investor close, field inquiries, manage communications, and surface opportunities across our sophisticated cap table. Partner with CFO and exec team to prepare board meeting materials and investor updates. Help develop a scalable IR infrastructure: reporting frameworks, disclosure processes, investor day planning, and materials management. Shape the narrative: advise on investor narrative and messaging as the company scales through key milestones, translate financial performance, product velocity, and market position into a compelling, consistent story. Strategic Communications Partner with Marketing team to ensure investor-facing narrative is consistent with brand, product, and policy positioning. Identify and manage relevant speaking opportunities, investor conferences, and industry forums. What We're Looking For: Experience 8–12 years of relevant experience across investor relations, investment banking, buyside investing or equity research, or corporate development — preferably with exposure to deep-tech, energy, defense, or infrastructure companies. Track record of supporting or leading fundraising processes at high-growth, venture backed companies and represented the company at investor conferences and roadshows; public company IR experience a strong plus. Familiarity with the nuclear, energy, or advanced manufacturing sector strongly preferred. Experience working with a range of sophisticated institutional investors across equity, debt and other asset classes. Established network across institutional investors, VC, and / or investment banking, particularly in deep-tech, energy, defense, or infrastructure companies. Skills Exceptional written and verbal communication; ability to translate complex technical and financial content into compelling investor narratives. First-principles thinker with the ability to understand and manage first-of-a-kind products and contexts. Strong financial modeling and analytical chops; comfortable in Excel and able to engage substantively on valuation, comparable company analysis, and capital structure questions. Experience building and managing data rooms and coordinating multi-party diligence processes. Highly organized with the ability to manage multiple work streams under tight deadlines. Mindset Builder mentality: comfortable creating structure where none exists and owning outcomes end to end. Low-ego, high-output; thrives in a lean, fast-moving environment where everyone operates above their title. Mission-aligned: genuinely excited about Radiant's role in energy, national security, and the future of nuclear power. Additional Requirements: Must be willing to work extended hours and weekends as necessary to accomplish our mission. Must work 100% onsite at El Segundo HQ. Regular travel to Oak Ridge, TN and investor meetings nationally should be expected. Benefits and Perks Stock: Substantial incentive stock plan for all full-time employees. Medical: 100% up to base silver level plan for employee + 50% dependents, offers up to Platinum plans. One Medical: Sponsored memberships for employees and their dependents. Vision: 100% top tier plan coverage + 50% for dependents. Dental: 100% top tier plan coverage, orthodontia extra, 50% for dependents. Voluntary life, accident, hospital, critical illness, commuter and FSA/HSA are offered as employee contributed benefits. 8-weeks of paid parental leave for all parents. Additional paid pregnancy leave for CA employees. Daily catered lunch. Free snacks and drinks. Flexible PTO policy. Remote workday allocation. Company and team-bonding events, happy hours and in-person camaraderie. Beautiful El Segundo headquarters close to the Pacific Ocean. Total Compensation and Benefits Radiant compensates people for impact and invests in those who continue to raise the bar. Radiant’s new hire compensation package includes base salary, substantial equity grants, and comprehensive health benefits. Total compensation and level are determined through a rigorous evaluation of interview performance, experience, education, and qualifications, and are designed to support continued growth as scope, responsibility, and impact expand at Radiant. The best of today’s advanced reactor builders don’t wait for job postings. They join the winning team. If that’s you, contact us directly for immediate opportunities: recruiting@radiantnuclear.com. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Unfortunately, we are unable to provide visa sponsorship at this time. This position involves access to technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls. Compensation Range: $154.5K - $256.2K

Job Description Senior Tax Manager – Ultra High Net Worth (UHNW) Locations: Irvine | Los Angeles | Lehi, UT | Dallas, TX | Denver Flexible Schedule: Remote + Hybrid (2 days in weekly) if local) - Preferred Hybrid About Us: We are a nationally recognized public accounting and advisory firm serving a sophisticated client base across a wide range of industries and wealth profiles. Our team is known for delivering exceptional client service, technical excellence, and strategic tax planning solutions while fostering a collaborative, people-first culture. We offer professionals the opportunity to work alongside respected industry leaders, advise complex clients, and build meaningful long-term careers. The Position: We are seeking an experienced Senior Tax Manager – Ultra High Net Worth (UHNW) to join our growing tax practice and offices in Irvine, Los Angeles, Lehi, UT, Dallas, & Denver - Flexible for in-office 2 days weekly on a Hybrid schedule( preferred) or Remote. This is a highly visible leadership opportunity focused on advising high-net-worth individuals, families, family offices, closely held businesses, trusts, estates, and investment entities on complex tax matters. This role offers significant client interaction, mentorship opportunities, technical leadership responsibilities, and a clear path for continued advancement. You'll work closely with Partners and executive leadership while serving as a trusted advisor to an elite client portfolio with sophisticated tax planning and compliance needs. What You'll Do • Lead tax compliance and consulting engagements for ultra-high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses., • Serve as a primary client advisor on complex tax planning strategies and wealth preservation initiatives., • Review complex individual, fiduciary, partnership, LLC, and corporate tax returns., • Provide guidance on estate, gift, trust, and succession planning matters., • Identify tax-saving opportunities and proactive planning strategies for clients., • Research and analyze federal, state, and local tax issues affecting high-net-worth clients., • Manage multiple client engagements while ensuring quality, accuracy, and timely delivery., • Develop and maintain strong client relationships through exceptional service and trusted advisory support., • Mentor, develop, and review the work of Tax Seniors, Supervisors, and Managers., • Collaborate with Partners and firm leadership on client service strategies and business development initiatives., • Participate in client meetings, presentations, and strategic planning discussions., • Stay current on evolving tax laws, regulations, and industry developments impacting UHNW taxpayers. Qualifications: *Required: • Bachelor's degree in Accounting, Taxation, or related field., • CPA license required., • 8+ years of public accounting tax experience., • Extensive experience serving ultra-high-net-worth individuals and closely held businesses., • Strong technical expertise in individual, partnership, trust, estate, and gift taxation., • Experience managing complex tax engagements and client relationships., • Proven ability to review tax returns and provide strategic tax planning advice., • Strong leadership, communication, and project management skills. Preferred: • Master's in Taxation (MST) or related advanced degree., • Experience working with family offices and multi-generational wealth planning., • Business development and client growth experience., • Experience mentoring and leading high-performing tax teams. What's Offered - (Compensation + Benefits): • Salary: $155,000 – $200,000 (DOE), • Bonsues, • Full Benefits & Perks, • Annual performance bonuses, • Competitive Medical, Dental & Vision coverage, • 401(k) with company match, • Generous PTO and paid holidays, • Hybrid work flexibility, • Professional development and continuing education support, • CPA and certification reimbursement programs, • Leadership development opportunities, • Clear advancement path into senior leadership, • Exposure to sophisticated UHNW clients and complex tax planning work, • Collaborative and highly supportive team environment, • Additional wellness, employee recognition, and firm-sponsored programs Apply Today: Apply directly to this opportunity with your updated resume for immediate and confidential consideration. Then email your resume directly to: ian.kerr@BancroftSP.com for immediate review. Explore More Opportunities: We encourage you to continue exploring active opportunities and industry updates through Bancroft Staffing Partners (BSP) • BancroftSP.com/Careers, • LinkedIn: Bancroft Staffing Partners (BSP) Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description What We Do CarParts.com is the go-to eCommerce platform for auto care and maintenance. We provide drivers with quality parts at competitive prices and enable them to schedule appointments with trusted mechanics directly through our website. Using world-class design principles and the latest technologies, we deliver a fast, intuitive digital experience backed by our company-owned national distribution network. With over 1,000 employees worldwide, we are scaling rapidly, fueled by our most recent strategic partnership and $35 million investment. This positions us for the next phase of growth as we continue to empower drivers along their journey. Our Culture At CarParts.com, our culture goes beyond our core values of Safety First, Customer Focused, and Commitment to Excellence. We are a performance-driven, data-focused, and fast-paced team where results matter and winning is expected. • Hungry & Hardworking: We set ambitious goals, measure progress with clear metrics, and hold ourselves accountable to deliver results., • Promote from Within: We reward top performers with opportunities for growth and advancement., • Collaborative & In-Person: We believe the best ideas and fastest execution happen face-to-face., • High Standards: We move quickly, pay attention to details, and dig deep - whether it’s analyzing contracts, aggregating complex scenarios, or building clear, data-driven presentations., • No Passengers: We value grit, ownership, and the relentless pursuit of results Role Summary The Network Transportation Manager is a critical, hands-on role responsible for building and scaling our own last mile delivery capability while managing our broader fleet and carrier network across 4 nodes. This is a greenfield opportunity - we are moving from a carrier-dependent model toward owning the last mile, and this person will design and execute that transition. You will own day-to-day performance across the network, manage strategic carrier partnerships during the build, collaborate with our data science team to develop the analytics foundation, and architect the long-term network strategy covering national, regional, and own-carrier operations. Building our own last mile is the priority. That means standing up the operational infrastructure - routes, drivers, vehicles, compliance, technology - while simultaneously managing the third-party carrier relationships that bridge us to that future state. You will set the 3-, 6-, and 12-month planning horizons for both the transition and the broader network, while also being the person who picks up the phone when a lane goes down today. Key Responsibilities Own Last Mile Buildout (Primary Focus) • Lead the design and buildout of PRTS's own last mile delivery operation — this is the core strategic priority of the role, • Define the operating model: route structures, driver/vehicle requirements, service zones, delivery windows, and cost-per-stop targets across each node, • Build the infrastructure needed to run owned delivery: onboard and manage drivers (W2 or contract), establish vehicle procurement or leasing strategy, and implement last mile technology (route optimization, proof-of-delivery, driver apps), • Develop the business case and phased transition plan for shifting volume from third-party last mile carriers to owned operations — with clear milestones, cost targets, and service benchmarks, • Establish DOT compliance, HOS tracking, and driver safety programs from the ground up for the owned fleet, • Partner with data science to build the routing, dispatch, and performance analytics that power a scalable owned delivery operation Fleet & Carrier Operations (Ongoing Execution) • Own day-to-day transportation operations across all 4 network nodes — on-time performance, cost per unit, exception management, and service recovery, • Manage third-party last mile and middle mile carrier partners (national, regional, and spot) through scorecards, SLA reviews, and regular business reviews — these partners bridge the gap while owned last mile scales, • Develop, implement, and enforce SOPs, carrier compliance standards, DOT and safety regulations, and operational documentation, • Lead carrier sourcing, contract negotiation, and onboarding as the network expands into new geographies and volume tiers, • Forecast transportation capacity needs across 3-, 6-, and 12-month horizons to stay ahead of demand and avoid service gaps Network Architecture & Strategic Planning • Own the long-term transportation network architecture — defining the trajectory from carrier-dependent to owned last mile, and the right mix of national, regional, and own-carrier operations at maturity, • Model the financial and operational trade-offs of owned vs. outsourced last mile at different volume thresholds and geographies, • Build capacity planning and peak season frameworks; ensure the network is never caught flat-footed during surges, • Identify and recommend new node placements, lane optimizations, and carrier diversification opportunities, • Partner with senior leadership to translate network strategy into actionable roadmaps with measurable milestones Data, Analytics & Capability Buildout • Serve as the primary business owner and collaborator for transportation analytics with our data science team — define requirements, co-develop tools, and validate outputs, • Build and own KPI dashboards covering carrier performance, cost-per-stop, transit times, exception rates, and network utilization, • Perform trend analyses to identify underperforming lanes, rising cost drivers, and systemic exceptions — then act on them, • Drive automation and process improvements that reduce manual intervention and improve delivery reliability, • Establish a data-first operating culture within transportation from day one Cross-Functional & Stakeholder Leadership • Partner with warehouse and fulfillment teams to align inbound/outbound schedules and reduce dwell time across all nodes, • Work with Finance on transportation budgeting, cost tracking, carrier rate benchmarking, and variance reporting, • Serve as the escalation owner for carrier failures, service disruptions, and network exceptions — resolve fast, document root cause, prevent recurrence, • Represent transportation in cross-functional planning meetings; bring visibility, data, and clear recommendations WHAT YOU WILL OWN — FIRST 90 DAYS 30 Days Complete a full audit of existing carrier relationships, fleet utilization, DOT/compliance posture, and node-level performance across all 4 locations. Identify the top 3 operational gaps and present findings to leadership. 60 Days Stand up carrier scorecards and SLA baselines for all active partners. Kick off the first analytics sprint with the data science team. Deliver an initial assessment of own last mile feasibility by node — volume thresholds, route density, cost-per-stop modeling, and infrastructure requirements. 90 Days Deliver a network architecture recommendation covering the path to owned last mile — phased by node, with volume triggers, capital requirements, and service targets. Include the national/regional carrier strategy for middle mile and the lanes where third-party last mile remains the right near-term answer. QUALIFICATIONS Required • 6+ years of experience in transportation operations, network management, or supply chain logistics — with meaningful exposure to owned/private fleet or own last mile operations, • Hands-on experience building or operating an owned last mile delivery program — you have stood up routes, managed drivers, and know what it takes to make unit economics work, • Direct experience with both middle mile and last mile operations; you understand the cost structure, service dynamics, and failure modes of each — and how they interact, • Proven track record managing carrier relationships end-to-end: sourcing, contracting, performance management, and escalation resolution, • Experience operating across multiple distribution or fulfillment nodes (3+ preferred), • Demonstrated ability to build and own 3-, 6-, and 12-month operational plans including labor, capacity, and carrier forecasting, • Working knowledge of DOT regulations, Hours of Service (HOS), carrier compliance requirements, and transportation safety standards, • Strong analytical skills — comfortable building reports, interpreting transportation data, identifying trends, and driving decisions from metrics, • Proven ability to develop and implement SOPs, policies, and process improvements in a logistics or distribution environment, • Excellent communication skills — equally effective with carriers, warehouse teams, data scientists, and the CFO, • Builder mentality: you have operated without a fully built infrastructure and found it energizing, not frustrating Preferred • Experience designing or contributing to long-term transportation network strategy — carrier mix modeling, node architecture, own-fleet business cases, • Background at a growth-stage or startup logistics company where you built processes from scratch, • Familiarity with TMS platforms, route optimization tools, or carrier API/EDI integrations, • Experience as a collaborator or product owner with a data science or engineering team building logistics analytics tools, • Deep experience with own/private fleet operations: asset acquisition or leasing, driver hiring and management (W2 and/or contractor models), vehicle maintenance programs, and private fleet P&L, • Experience building the business case for insourcing last mile — modeling cost-per-stop, route density, volume thresholds, and make-vs-buy trade-offs, • Prior experience at or benchmarking against large-scale operators (e.g., Amazon Logistics, Walmart Transportation, XPO, Echo, Coyote) — you know the playbook and can right-size it for a lean organization THE RIGHT FIT You are a great fit if... • You have built or run an owned last mile operation and know what the early days look like, • You have led transportation at a mid-size or scaling company, • You know what good looks like from a large operator — and you can adapt it, • You are comfortable being the smartest person in the room on transportation and rolling up your sleeves anyway, • You want ownership over building something that lasts This may not be the right fit if... • You are used to managing teams of managers and need that structure to be effective, • You prefer to set direction and hand off execution to others, • Ambiguity and incomplete process make you uncomfortable, • You are looking for a large team and a fully built playbook A reasonable salary estimate based on education, experience, and geographic location is: $120,000-$150,000 Equal Opportunity Employer CarParts.com is an equal-opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, religion, marital status, medical condition, physical or mental disability, military service, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management is dedicated to ensuring that we fulfill this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the incumbent a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.

Job Description What We Do CarParts.com is the go-to eCommerce platform for auto care and maintenance. We provide drivers with quality parts at competitive prices and enable them to schedule appointments with trusted mechanics directly through our website. Using world-class design principles and the latest technologies, we deliver a fast, intuitive digital experience backed by our company-owned national distribution network. With over 1,000 employees worldwide, we are scaling rapidly, fueled by our most recent strategic partnership and $35 million investment. This positions us for the next phase of growth as we continue to empower drivers along their journey. Our Culture At CarParts.com, our culture goes beyond our core values of Safety First, Customer Focused, and Commitment to Excellence. We are a performance-driven, data-focused, and fast-paced team where results matter and winning is expected. • Hungry & Hardworking: We set ambitious goals, measure progress with clear metrics, and hold ourselves accountable to deliver results., • Promote from Within: We reward top performers with opportunities for growth and advancement., • Collaborative & In-Person: We believe the best ideas and fastest execution happen face-to-face., • High Standards: We move quickly, pay attention to details, and dig deep - whether it’s analyzing contracts, aggregating complex scenarios, or building clear, data-driven presentations., • No Passengers: We value grit, ownership, and the relentless pursuit of results Why This Role Is AI-Forward This is not a traditional full-stack role with AI bolted on. AI is woven into how we build, ship, and operate: • Every engineer uses AI coding assistants (Claude Code, Claude Cowork, GitHub Copilot, Cursor) as a daily multiplier — not an optional extra, • We are building production AI agents that automate merchandising, search relevance, customer support triage, and content generation, • Our agents use agentic patterns — autonomous planning, multi-step reasoning, tool orchestration, self-correction, and human-in-the-loop checkpoints — not simple prompt-response chains, • Our platform exposes MCP servers so LLM-powered tools can read catalog data, trigger workflows, and act on real-time signals, • We treat prompt engineering and token economics as first-class engineering disciplines, reviewed in PRs alongside application code If you want to ship AI features that millions of customers interact with — not just prototype in a notebook — this is the role. Who You Are • The Builder: You’d rather write a reusable abstraction, a CLI tool, or a code generator than repeat the same manual task twice — and you design systems that scale without you babysitting them., • The Troubleshooter: A user reports a broken checkout flow and you instinctively open the network tabz trace the API call, and pinpoint whether it’s a frontend state bug, a backend validation edge case, or a data mismatch — before anyone else finishes reading the ticket., • The AI Enthusiast: You treat token budgets and prompt design with the same rigor as component architecture — optimizing context windows, evaluating model trade-offs, and shipping AI-powered features that move product metrics.What You’ll DoBuild & Ship Product Features (50%), • Design, develop, and own full-stack features across React/Next.js frontends and Node.js/Express microservices, • Build AI-powered product experiences: intelligent search, personalized recommendations, automated content generation, and conversational commerce flows, • Design and develop agentic systems — agents that plan, reason over multiple steps, select and call tools, handle errors autonomously, and escalate to humans when confidence is low, • Implement agentic patterns: ReAct loops, chain-of-thought planning, reflection/self-critique, memory (short-term context and long-term retrieval), and multi-agent coordination, • Develop and maintain MCP servers that expose ecommerce domain tools (catalog, pricing, inventory, order) to LLM-powered clients, • Integrate LLM APIs into production paths with proper error handling, fallback strategies, and cost guardrails, • Write prompts, evaluation harnesses, and monitoring for AI features — treat them as code, version them, review themAI & Automation Requirements & Developer Experience (30%), • Optimize frontend performance: Core Web Vitals, page load time, time-to-first-byte, • Design APIs (REST, OpenAPI) that are clean, well-documented, and backward-compatible, • Build shared tooling: CLI utilities, code generators, reusable component libraries, and internal developer tools powered by AI, • Improve CI/CD pipelines, containerized builds, and deployment workflows, • Participate in architecture decisions, code reviews, and technical design documents, • 1+ year hands-on experience integrating LLM APIs (OpenAI, Anthropic, or equivalent) into production or near-production systems, • Demonstrated ability to build or extend AI agents that use tool-calling, function execution, and structured output, • Proven approach to token budget management: prompt optimization, caching strategies, cost monitoring dashboardsCollaborate & Grow (20%), • Translate business requirements into technical designs with product and design stakeholders, • Mentor engineers on AI integration patterns, prompt engineering, and modern full-stack practices, • Stay current with AI/ML tooling, LLM advances, and MCP ecosystem developments — bring what you learn back to the team Position Requirements Core Engineering • 6+ years of experience in Full-Stack JavaScript and TypeScript development, • Extensive experience building scalable full-stack applications and microservices using React, Next.js, Node.js, Express, HTML, and CSS, • Hands-on experience with TypeScript across frontend and backend systems, • Strong knowledge of RESTful API design and OpenAPI specifications, • Experience designing and integrating APIs, including REST and modern data-fetching patterns, • Extensive experience working with MySQL, MongoDB, PostgreSQL and Redis, with a solid understanding of data modeling trade-offs, • Familiarity with micro-frontend architecture and module federation, • Strong experience building performant React applications using hooks and state management libraries such as Redux, • Experience with cloud-native application development using Docker and containerized environments, • Experience with CDNs, caching strategies, performance optimization, and security considerations, • Strong knowledge of JavaScript build tools such as Webpack and modern bundlers, • Proficiency with Chrome DevTools and frontend performance profiling tools, • Experience with SPA, PWA, responsive design, and MPA architectures, including performance, • Strong experience with data structures, algorithms, and database design, • Proven experience in software architecture, design patterns, and engineering best practicesNice to Have, • Experience with public cloud services (AWS, Azure and GCP), • Experience with ecommerce/retail, • Experience with legacy applications migration to modern stack, • Contributions to open-source AI tooling or MCP ecosystem A reasonable estimate of the salary range for this position based on job experience, education level, global geographic region, etc: $170,000 - $210,000 Equal Opportunity Employer CarParts.com is an equal-opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, religion, marital status, medical condition, physical or mental disability, military service, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management is dedicated to ensuring that we fulfill this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the incumbent a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.

Job Description The Senior Advisory Associate serves as the primary relationship lead and trusted advisor for Ultra-High Net Worth (UHNW) individuals and families. This is a high-impact, client-facing operations role for someone who thrives on building efficient systems, managing complex workflows, and delivering an exceptional client experience. You will serve as the operational backbone of the team, directly supporting advisors, interfacing with clients, and driving process improvements that support the firm’s growth. This is a high comp role with benefits. Key Responsibilities • Act as a primary point of contact for clients, handling onboarding, account updates, money movements, and private investment subscriptions with precision and care, • Monitor daily custodial alerts (cash balances, account changes, trades) and resolve issues proactively before they impact clients, • Prepare and process all custodian paperwork, track progress, and communicate timely updates to clients and advisors, • Maintain accurate client records by documenting service requests and transactions in the CRM, • Partner closely with advisors to prioritize tasks, provide status updates, and escalate issues when needed, • Coordinate with custodians and client intermediaries (accountants, attorneys, business managers) to execute transactions smoothly, • Lead preparation of client meeting materials, document follow-up actions, and take ownership of operational deliverables, • Contribute to firm-wide initiatives and collaborate with operations leadership to streamline workflows and implement best practices, • Engage with investment research and attend meetings with fund managers to broaden your understanding of portfolio strategy Skills and Qualifications • 5+ years of experience in wealth management, financial services, or a senior client service role with operational accountability, • Strong knowledge of account types (taxable, retirement, trust) and ability to interpret custodial and estate planning documents, • Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment, • Excellent written and verbal communication skills, comfortable interacting with clients and external partners, • High attention to detail, proactive problem-solving skills, and a mindset of continuous improvement• Proficiency with Microsoft Excel, PowerPoint, and Word; experience with custodial platforms and CRM systems preferred. Experience with Fidelity and Schwab platforms are a huge plus.

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and, • Providing strategic thinking regarding investment analyses, portfolio construction, and management through presentations, articles, and custom work for clients. Position Summary: RFA seeks qualified and experienced Analysts and Associates for our Investments & Portfolio Management team. The position will be based in Los Angeles, Denver, or Washington, D.C. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients Preferred Qualifications: • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation, and, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy, • Years of experience - for Analysts: 0-3 years; Associates: 3-6 years Our benefits package includes: • Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employer-paid family leave after one year of employment, • Employee stipend for continuing education and professional development, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location, • Annual employer contribution to 401(k), • Option to participate in FSA or HSA, • In-office lunches and social events on a regular basis Please be sure to indicate your preferred office and report your grade point averages (GPAs) for all relevant academic programs. Incomplete applications will not be considered or reviewed. Compensation: Depending on title/experience, estimated base salary range: $70-115K, plus annual bonus. Equal Opportunity Employer - Drug-Free Workplace RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description About Steer At Steer North America, we help shape the future of mobility, cities, and infrastructure. Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel. Steer is an employee-owned international consultancy specializing in transportation and infrastructure. We combine global expertise with local insight to help public and private sector clients tackle complex mobility challenges and make better decisions about how people and goods move. Our teams advise governments, transit agencies, airports, infrastructure investors, and private mobility operators across strategy, advisory, planning, and operations. From major transit investments to airport development and emerging mobility solutions, our work influences transportation systems relied on by millions. What defines Steer is our people — curious thinkers, collaborative problem solvers, and changemakers who care about the communities we serve. Joining Steer means working on meaningful projects, contributing ideas that matter, and building a career with real impact. This role is open to applications near Steer's offices, and remote in USA & Canada. What You’ll Work On Steer is the top Technical Advisor for Transport transactions globally and has a strong reputation in providing Traffic and Revenue (T&R) services in North America (NA). The type of similar projects you can expect to work on are: • An investment‑grade forecast for a major toll highway concession, supporting investors and lenders., • A connected‑vehicle / managed‑lane corridor assignment, factoring in how AVs and EVs could shift travel choices., • A large parking program—citywide meters or a university garage portfolio—with demand shaped by policy and mobility trends., • A refinancing / diligence support effort for a mature toll facility, with workshops and rapid responses to lender questions., • An owner/operator performance‑monitoring engagement, interpreting results and advising on implications for strategy. You will have the opportunity to help shape the future development and direction of the team and work across the most interesting and high-profile transactions in the market. We are currently recruiting across different levels in the team so please still reach out if you are interested but your experienced is not in line with this Job Description. Key Responsibilities: Delivering Projects • Serve as Task Lead/Project Manager/Project Director on a portfolio of projects., • Be responsible for project delivery and client management to ensure adherence to scope, schedule, and budget while maintaining the highest quality standards., • Coordination or project teams including providing on the job training and technical review role., • Ability to see the bigger picture and understand client objectives but also be able to carryout detailed reviews and task delivery when needed. Fostering Client Relationships & Business Development • Develop long-term relationships with key clients, partners, and industry stakeholders., • Support business development efforts, including pre-positioning, proposal development, presentations, and negotiations., • Stay informed about market trends to create compelling scopes that respond to client needs., • Represent the organization externally, promoting its values and capabilities in the marketplace. Wider Responsibilities • Develop and Mentor staff, focusing on technical skill development, career development, and performance management., • Contribute to capability development and knowledge sharing across Steer., • Provide leadership and support to a multidisciplinary team, fostering a collaborative, innovative, and high-performing work environment. Requirements • Minimum of 8 years of experience in the transportation industry with an emphasis on Traffic and Revenue (T&R) forecasting in the North America Highways Transactions market., • Technical background in Traffic, User Demand, or Ridership forecasting – including the development of ridership models using Network Models and/or Econometric modelling., • Proven ability to Project Manage fast paced T&R projects for primary and secondary highway transactions for private sector clients., • Demonstrated success in business development, client engagement, and project leadership for private sector transaction market clients. Preferred: • Expert technical network modelling skills in Cube and/or EMME., • Expert technical skills in econometrics, choice modelling or other T&R techniques., • Market/modal experience outside of highways (examples include, but are not limited to: Parking, Ferries, Transit, EV Charging, Ports, Airports), • Technical background in other relevant areas outside of T&R (examples include, but are not limited to: EV/AV Technology and Forecasting, Technical Due Diligence, business/strategic case development, funding/financing)., • Client relationships that could bring new opportunities to Steer., • Business development mindset – looking for opportunities to cross-sell and diversify current market. Benefits How You’ll Grow Whether you join immediately after graduation, or as a senior leader, Steer is committed to helping you grow your career in ways that add to your breadth of experience on a variety of projects, the depth of your technical skills with clients, your client and project management knowledge, and your leadership awareness and practice. Benefits That Support You We believe that supporting our people is essential to delivering great work. Our benefits are designed to support your health, wellbeing, financial security, and professional growth. An important part of this is a commitment to a flexible, hybrid working environment. Our benefits include: • Excellent medical, dental, and vision coverage, • 3% 401(k)/RRSP contribution, • Discretionary annual bonus, • Generous paid time off including vacation, public holidays, sick time, and volunteering days- up to 44 days (US) and 47 days (Canada) annually, • Group Share Incentive Plan, providing employees with the opportunity to share in the long-term success of the firm, • Commuter benefits (US) Salary range for this role is 120,000 ~ 180,0000 Be advised that this is an estimated benchmark salary of good faith. All compensation, regardless of location, may be subject to change as skills, abilities, and internal equity are considered. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation. Why People Choose Steer Our people join Steer because they want to do meaningful work in a collaborative and intellectually curious environment. At Steer you’ll find: • A culture that values collaboration, where you can work in partnership with teammates from around the world, • Projects that create tangible improvements in how people move and connect, impacting the daily lives of millions of people, • Expert colleagues who are passionate about the future of mobility and cities, • The flexibility to build your professional skills and a consulting practice in a way that matches your ambition Our Commitment to Fairness & Inclusion At Steer, everyone is valued for their talent, curiosity, and potential. We recruit based on capability — not background or pedigree — and our interviewers are trained to run fair and inclusive processes that give every candidate an equitable opportunity to succeed. We are proud to be an equal opportunity employer and welcome applicants from all legally protected backgrounds. We provide accommodations throughout the hiring process and during employment to ensure everyone can participate fully.

Job DescriptionAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As an Onboarding Specialist, (local location), you will be part of the Shared Support Team (SST) and provide support to multiple Financial Planners across the firm, ensuring and enhancing planner satisfaction thru direct contact with planners, custodians, and other operational employees. We are looking for someone with strong financial services industry experience to help us deliver superior client service by being a subject matter expert on onboarding processes, various custodians and their requirements as well as performing related administrative functions. If you have exceptional client service skills, the ability to adapt to various planner needs, strong multitasking abilities, strong communication and relationship building skills, with a good understanding of wealth management, this may be the opportunity for you! Responsibilities: • Advanced ability to work and support multiple Planners in various locations with onboarding new clients, opening new accounts and the transfer of incoming assets., • Ability to handle and prioritize work with a high level of expertise in service and transfer transactions., • Accurately and efficiently prepare new account paperwork and open client accounts in good order., • Monitor newly established accounts for accuracy and timeliness on the trading platform., • Provide asset transfer administration support, tracking funds to ensure they have moved as expected; coordinate with custodians and troubleshoot any issues to full resolution., • Respond to Planner requests for new client support, ensuring all needs are met and assist with detailing client data in systems for use in future client interactions., • Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected., • Supervise client account activity for incoming transfers, ACATs and rollovers, researching and resolving issues in the transfer process., • Work closely with Operations and custodians on requirements for new accounts, transfers, ACATs and rollovers., • Meet all onboarding goals and service level agreements as it relates to new accounts being opened and funded., • Help prospects and clients get set up to view their accounts through the Edelman Financial Engines client portal and custodian websites., • Maintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures., • Act as a resource for ongoing questions/issues for planning teams when it comes to new accounts and transfers. Requirements: • Three years of confirmed experience; registered Investment Advisor or Broker/Dealer preferred., • Bachelor's degree: business or financial field preferred., • Knowledge of financial services principles, products, and services., • Outstanding client service skills & highly effective verbal and written business communication skills., • Critical thinking, attention to detail, and multi-tasking skills required., • Complete work with a high degree of accuracy., • Able to adapt to changes in the work environment, handle competing demands and work with frequent change, delays, or unexpected events., • Position requires a high level of confidentiality. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $66,000 - $93,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. A In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance. Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025