Investment jobs in Dallas, Texas - Page 12Create job alerts

Job DescriptionDescription: This entry-level Analyst opportunity offers on-the-job learning and an education on core professional skills for the practice of commercial real estate valuation. Analyst works in close collaboration under a licensed senior appraiser to access proprietary databases and publicly available resources. This work output is used to produce appraisal reports or other valuation services for a wide variety of commercial real estate subject properties and entrusted by our clients. Analysts are responsible for managing their own caseload, seeing assignments through to completion which includes but is not limited to research and compiling key data, performing market surveys, and confirming property transaction details. All job training and necessary equipment and technology will be provided. The Analyst position is defined by an independent, yet supportive environment in which the analyst will acquire skills in real estate finance, market analysis, and commercial investment analysis. The position involves a mixture of desk and field work, with new challenges and opportunities presented as the analyst builds a body of knowledge. Therefore, this position is best suited to an ambitious individual who enjoys problem solving and can focus on the details while never losing sight of the big picture. Further, the ideal candidate has strong research and analytical skills and is an effective communicator. If you are a self-starter with a passion for real estate and a knack for analytics, please submit your qualifications to join our growing team. Requirements: · Strong quantitative skills with experience building real estate valuation models · Excellent written, verbal, and interpersonal communication skills · Ability to be a collaborative team player · Ability to contribute to a positive culture · Good judgment · Self-starter, highly organized, and detail-oriented · Strong analytical aptitude · Must be proficient in MS Word and Excel · Reliable high-speed internet as projects may require work from home occasionally to meet assignment due dates · Argus Enterprise experience a plus · Web-based mapping tools. · Bachelor’s degree in finance, Real Estate or Economics or related discipline with 1 - 3 years of commercial real estate experience preferred BBG is the leading independent valuation, environmental, and property condition assessment services firm in the United States, with offices nationwide providing commercial valuation and assessment services and a deep understanding of real estate finance from acquisition to disposition. The position offers medical benefits, flexible scheduling, education assistance, and opportunities for offsite fieldwork inspecting properties. BBG is an Equal Opportunity / Affirmative Action employer committed to providing equal employment opportunities and maintaining a workplace free from discrimination of any kind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status, or any other characteristic protected by state, federal, or local law.

Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster. Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it! Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose. We are seeking a highly analytical and driven FP&A Manager to help build and scale our financial planning and analysis function. This role will play a key part in developing a new FP&A framework, enhancing financial visibility across business segments, and supporting executive leadership and with timely, actionable insights. This is a high-impact opportunity for someone who thrives in a fast-paced SaaS environment and wants to help shape financial processes in a growing organization. What You'll Be Doing • Assist in building and implementing a scalable FP&A framework aligned with company growth objectives., • Develop financial models, planning tools, and reporting structures to improve forecasting accuracy and strategic visibility., • Partner cross-functionally to establish standardized planning processes and performance tracking., • Lead the annual budgeting process, including coordination with department leaders., • Maintain and update monthly rolling forecasts., • Develop long-range financial models to support strategic planning., • Create detailed financial analysis across business segments (e.g., product lines, customer segments, geographies)., • Evaluate revenue performance, cost structure, margins, and unit economics., • Support pricing analysis, investment decisions, and resource allocation discussions., • Provide data-driven recommendations to the CFO., • Define, track, and report key financial and operational metrics (e.g., ARR, NDR, GDR, CAC, LTV, gross margin, EBITDA)., • Partner with Accounting team to build and maintain a comprehensive reporting package for monthly close, quarterly board meetings, and year-end reporting., • Present financial performance summaries and insights to CFO., • Improve reporting automation and dashboard capabilities.What You’ll Bring, • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)., • 5-7+ years of experience in FP&A or corporate finance (SaaS experience strongly preferred)., • Strong financial modeling and advanced Excel skills (experience with BI tools and leveraging AI a plus)., • Ability to work with large data sets across multiple systems and build automated reporting and analysis., • Deep understanding of SaaS metrics and subscription-based business models., • Experience supporting executive leadership and/or Board reporting., • Excellent analytical, communication, and presentation skills., • Ability to operate independently in a fast-paced, evolving environment.

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . What You'll Do: The Operations Accounting – Data Center Infrastructure team owns accounting governance and financial control for large-scale data center construction programs. The team manages construction-in-progress (CIP) accounting, fixed asset capitalization, depreciation, and SOX-compliant controls, ensuring accurate close, Cap Ex reporting, and audit-ready financials across multi-site, capital-intensive infrastructure builds. About the role: • Lead enterprise-wide operations accounting for data center infrastructure construction, including T&I and COR reporting, fixed asset governance, Cap Ex accounting, and cash flow reporting across multi-site, capital-intensive programs., • Design, implement, and operate SOX-compliant accounting processes supporting monthly close, construction-in-progress (CIP) accounting, asset capitalization, depreciation, impairment testing, valuation, and asset disposals in accordance with GAAP and CW policies., • Maintain reconciliation integrity between fixed asset subledgers, CIP schedules, and the general ledger, including timely capitalization of OFCI and construction costs, accurate depreciation schedules, Cap Ex roll-forwards, and variance analysis versus approved budgets, • Produce standardized, auditable financial and operational reporting, including Cap Ex forecasts, spend-to-date, asset-in-service tracking, and variance analysis to support investment governance and capital allocation decisions., • 7+ years of progressive accounting experience, including leadership roles, • Strong knowledge of GAAP, SOX, internal controls, and external reporting requirements., • Proven ability to partner cross-functionally and influence senior stakeholders, • Eager to learn, comfortable with change, and excited to help build processes from the ground up. If this sounds like you, we'd love to connect. At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $135,000 to $198,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job DescriptionCompany Description Our client is a global food and beverage company that offers a diverse portfolio of multiple brands and they are looking for a Media Strategy Consultant to support a senior leader at a global CPG organization as they ramp into a new role and shape the future of media strategy. This is a high-impact, behind-the-scenes strategic role focused on building frameworks, synthesizing insights, and developing recommendations—not day-to-day campaign execution. You’ll act as a thought partner, helping translate business priorities into clear, actionable media strategies. Job Description • Support deployment of One Media capabilities across North America, ensuring alignment with global frameworks and consistency across markets, • Assist in portfolio investment reviews (with a focus on Foods), identifying opportunities to optimize spend, improve ROI, and align with growth priorities, • Evaluate 2026 Annual Operating Plans (AOP) with a focus on embedding 5S principles (Search, Scroll, Stream, Shop, Sense) to unlock incremental impact, • Identify gaps and opportunities across brands and markets to strengthen end-to-end consumer journey planning, • Help build strategic presentations and internal recommendations, synthesizing data into clear narratives, • Support efforts to evolve agency capabilities and ways of working across North America, • Contribute to shaping the 2027 agency operating model, ensuring it is scalable, future-ready, and aligned with long-term media ambitionsQualifications, • Strong background in media strategy and planning (agency or in-house), • Experience in CPG strongly preferred, • Ability to translate data and insights into strategic recommendations, • Comfortable working in ambiguity and helping shape direction alongside senior leadership - Experience building executive-ready decks and frameworks, • Collaborative, proactive, and able to operate as a strategic partner—not just an executor Additional Information • Work two days a week onsite at their Dallas, Texas office.

Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster. Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it! Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose. Siepe is an AI-first development organization building an enterprise financial services platform. We’re hiring a hands-on Team Lead Software Engineer to own the next generation of our reporting and analytics UI—the dashboards, charts, grids, and self-service exploration tools our users live in every day. This is a full-stack leadership role, but the differentiator is UI excellence: you know how to turn complex data into fast, intuitive experiences. You’ll lead a small squad, ship continuously, and use AI-enabled engineering practices to move faster without sacrificing correctness. What You’ll Be Doing • Organize/build a small development team: plan, break down work, review PRs, coach, and drive delivery, all while staying deeply hands-on., • Build polished Angular dashboards highlight data intelligence tools users have come to expect and reporting flows for portfolio, compliance, and operational analytics., • Create advanced data exploration experiences using:, • Highcharts (time-series, drilldowns, heatmaps/treemaps), • AG Grid Enterprise (grouping, pivoting, aggregation, filtering, Excel/PDF export), • Work across the stack to deliver reporting end-to-end: report-ready datasets → efficient APIs → high-performing UI., • Partner with backend/data engineers on data modeling, query optimization, and performance at scale (100K+ rows)., • Establish standards for report correctness, validation, auditability, and tenant-specific configuration., • Build confidence with unit + E2E testing (Playwright) and leverage AI tools to improve velocity and quality., • Support production readiness: monitoring, logging, triage, and iterative UX/performance improvements.What You’ll Bring, • 7+ years building and owning end-to-end product features in production., • Strong Angular (12+), TypeScript, and RxJS skills expert-level UI engineering instincts., • Proven experience delivering analytics/reporting UIs (dashboards, grids, charting, exports)., • Strong SQL (SQL Server preferred): aggregation, tuning, report-friendly modeling., • Experience designing/consuming REST APIs and collaborating on contracts/performance., • Demonstrated ability to lead a small team: coaching, reviews, accountability, delivery focus., • Clear communicator who can explain tradeoffs to technical and non-technical stakeholders., • Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future. Technical Stack, • Frontend: Angular 12+ / TypeScript (legacy AngularJS migration in progress), Angular Material, • UI/Visualization: AG Grid Enterprise, Highcharts, D3, • Backend: .NET 10 / C# (ASP.NET Core Web APIs), • Database: SQL Server, • Tooling: Git, Angular CLI, Webpack, npm/yarn, PlaywrightNice to have, • Extensive experience using AI tools including Claude, Github Copilot, GSD, BMAD, etc, • Financial services / fintech / investment management experience., • Portfolio analytics familiarity (performance, attribution, risk) and time-series visualization., • Experience building self-service report builders or visual query tooling., • PDF/print workflows and robust Excel export pipelines.

Job Description Company Overview: Petrus Trust Company, LTA (“Petrus”) serves as the single‑family office for a prominent Dallas‑based family. Petrus operates as an in‑house professional services organization, providing comprehensive accounting, bill pay, payroll, tax, and investment‑related support across a diverse portfolio of entities, investments, and operating activities. The organization supports a complex, multi‑entity structure and partners closely with internal stakeholders to ensure accurate financial reporting, strong controls, and efficient operational processes. Position Summary: Petrus is seeking a detail‑oriented, accurate, and collaborative Senior Accountant to join its growing accounting team in Dallas. Reporting to the Controller, this role supports a broad range of accounting functions and plays a critical part in maintaining the integrity of financial data across a complex, multi‑entity structure. The ideal candidate is highly organized, dependable, and comfortable managing high volumes of transactional data while also identifying opportunities for process improvement. This position involves significant exposure to partnership accounting, cash and accrual accounting methods, and intercompany rebilling and reconciliation. The individual will have increasing autonomy and the opportunity to develop strong technical and operational accounting skills within a dynamic environment. Responsibilities: Cash Management: • Prepare daily wires for capital calls, payroll fundings, trust distributions, etc., • Manage rebill process to/from related parties with shared services., • Assist with the maintenance and entry of accounting data for over 250 entities within Archway accounting software, including both cash and accrual based accounting processes., • Prepare quarterly financials for over 50 fiduciary trusts., • Review coding on bills entered by AP team into accounting software., • Maintain investment data in Arch investment platform and in Archway accounting software., • Establish month end close processes for Ramp credit card platform and Arch investment platform., • Highly organized and detail-oriented, with a strong commitment to accuracy and completeness, • Ability to manage competing priorities and meet deadlines in a fast-paced environment, • Demonstrates a strong sense of ownership, accountability, and urgency in task execution, • Strong research, analytical, and problem-solving skills, • Ability to handle confidential and sensitive information with discretion and professionalism, • Effective written and verbal communication skills; comfortable working collaboratively within a team environment, • Bachelor’s degree in Accounting or related field required, • CPA‑eligible status required; candidates actively pursuing CPA certification strongly preferred, • Minimum 1.5–2 years of accounting experience, including experience gained in public accounting or a professional services environment, • Experience working with multiple entities, high‑volume transactions, or complex cash activity preferred, • Experience using Excel for reconciliations, data analysis, and journal entry support Petrus is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law. #PG

Job Description Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: Irving, TX (Hybrid ) if local, or remote if located near Dallas or Texas Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform. This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients. Your Impact • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning., • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan., • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware., • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform., • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months. The Ideal Candidate • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus., • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice., • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors., • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred., • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly. Compensation & Benefits • Competitive Base + Bonus, • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization., • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule)., • Retirement: 401(k) with a 3% company match., • Health: Full medical, dental, and vision benefits., • Perks: Access to the firm’s elite financial planning services for your own personal use.

Job DescriptionWhy Cast AI? Cast AI is an automation platform that operates cloud-native and AI infrastructure at scale. By embedding autonomous decision-making directly into Kubernetes and cloud environments, Cast AI continuously optimizes performance, reliability, and efficiency in production. The old way doesn't work. As Kubernetes and AI environments grow, manual decisions don't. Cast AI replaces tickets, alerts, and manual tuning with continuous automation that adapts infrastructure as conditions change. Efficiency and cost savings follow naturally from that automation. Over 2,100 companies already rely on Cast AI, including Akamai, BMW, Cisco, FICO, HuggingFace, NielsenIQ, Swisscom, and TGS. Global team, diverse perspectives We're headquartered in Miami, but our impact is international. We take a global and intentional approach to diversity. Today, Cast AI operates across 34 countries spanning Europe, North America, Latin America, and APAC, bringing a wide range of perspectives into how we build and lead. Unicorn momentum In January 2026, we achieved unicorn status with a strategic investment from Pacific Alliance Ventures, the corporate venture arm of Shinsegae Group (a $50+ billion Korean conglomerate). Our valuation now exceeds $1 billion, and we're just getting started. Join us as we build the future of autonomous infrastructure. About the role As a Business Development Representative at Cast AI, you'll be on the front lines of pipeline generation. Your daily mission is to uncover high-value opportunities and create meaningful first conversations with technical and business buyers. Requirements: • Interest in cloud, Kubernetes, and AI tools; can grasp complex technical products quickly., • Ability to clearly articulate value propositions and tailor messaging to multiple personas., • Demonstrated success in cold outbound, with understanding of account research and personalized outreach., • Detail-oriented in managing pipeline, logging activities, and following up., • Tenacious attitude with the grit to handle rejection and stay goal-oriented., • Create and own your process for pipeline generation, with the ability to speak on your book of business, • Manage your time effectively to complete your day-to-day task and hit your daily/weekly KPIs, • Actively seeks feedback, learns fast, and thrives in a fast-paced, evolving environment., • Experience Selling to DevOps/Engineering Personas., • Familiarity with Cloud Platforms (AWS, GCP, Azure)., • Past Work in Early-Stage SaaS or Startups., • Basic understanding of Kubernetes or containerized infrastructure., • Additional languages.Responsibilities:, • Prospect and research target accounts using tools like LinkedIn, Clay, Apollo, and more., • Craft personalized outbound outreach (email, calls, LinkedIn) to engage decision-makers across engineering, DevOps, and cloud teams., • Collaborate with AEs to align on territory plans, account lists, and ideal customer profiles (ICPs)., • Maintain pipeline hygiene in the CRM, tracking activity and outcomes for reporting and feedback., • Experiment with messaging, subject lines, cadences, and value props, learning what works and doubling down., • Participate in enablement sessions to stay sharp on Cast AI's value, use cases, and competitive landscape., • Stay in the loop with marketing plays and product updates to align your outreach with current campaignsWhat's in it for you?, • Join a fast-growing company at the forefront of cloud-native automation and Kubernetes technology., • Enjoy a flexible, remote-first global environment., • 401(k) retirement plan 100% company match on employee contributions up to 6% of pay (available after 3 months of employment)., • Access UnitedHealthcare plans including medical, dental, and vision coverage., • Equity options., • Learning budget for your professional and personal growth., • Team-building budget and company events to connect with your colleagues., • Equipment budget to ensure you have everything you need.Hiring process, • Screening call with Recruiter, • Hiring Manager interview, • 1-2 additional interviews based on the role #LI-Remote

Job Description Zenoti provides an all-in-one, cloud-based software solution for the beauty and wellness industry. Our solution allows users to seamlessly manage every aspect of the business in a comprehensive mobile solution: online appointment bookings, POS, CRM, employee management, inventory management, built-in marketing programs and more. Zenoti helps clients streamline their systems and reduce costs, while simultaneously improving customer retention and spending. Our platform is engineered for reliability and scale and harnesses the power of enterprise-level technology for businesses of all sizes Zenoti powers more than 30,000 salons, spas, medspas and fitness studios in over 50 countries. This includes a vast portfolio of global brands, such as European Wax Center, Hand & Stone, Massage Heights, Rush Hair & Beauty, Sono Bello, Profile by Sanford, Hair Cuttery, CorePower Yoga and TONI&GUY. Our recent accomplishments include surpassing a $1 billion unicorn valuation, being named Next Tech Titan by GeekWire, raising an $80 million investment from TPG, ranking as the 316th fastest-growing company in North America on Deloitte's 2020 Technology Fast 500™. We are also proud to be recognized as a Great Place to Work CertifiedTM for 2021-2022 as this reaffirms our commitment to empowering people to feel good and find their greatness. To learn more about Zenoti visit: About the Role We are seeking a driven and passionate Account Director to join our Expansion Sales team, responsible for driving growth, retention, and long-term success within Zenoti's most strategic North America accounts. As a trusted advisor, you'll strengthen executive relationships, ensure customers realize the full value of Zenoti, and identify opportunities to expand adoption of our AI-powered, all-in-one platform. This role is ideal for a consultative sales leader who thrives in enterprise SaaS, can build executive alignment, and is passionate about helping customers grow their businesses with the latest in AI and cloud technology. Key Responsibilities • Drive revenue growth by identifying, positioning, and closing upsell and cross-sell opportunities across Zenoti's add-on solutions and AI-powered products., • Develop deep, trusted relationships with C-level and senior stakeholders to align Zenoti with customers' business strategies., • Build and execute strategic account plans that address customer objectives, operational challenges, and growth goals., • Act as a trusted advisor, guiding customers on business strategy, operational efficiency, customer experience, and expansion across locations and solutions., • Partner cross-functionally with Customer Success, Product, Marketing, and Services teams to deliver a seamless customer experience., • Monitor client health and usage metrics, surfacing opportunities for optimization and measurable ROI., • Maintain accurate forecasting, pipeline management, and account documentation in internal systems., • 10+ years in a quota-carrying enterprise SaaS role, with proven success in account management and expansion., • Consistent record of over-achievement in exceeding targets in account management and sales roles withing the SaaS industry., • Strong understanding of cloud and AI-driven technologies with the ability to translate complex solutions into clear business value., • Exceptional communication, executive presence, and ability to engage both technical and non-technical audiences., • Self-starter with strong business acumen and ability to thrive in a fast-paced, collaborative environment. At Zenoti, we're transforming the beauty, wellness, and fitness industries with an AI-first, all-in-one cloud platform trusted by some of the world's most recognized brands. Our solutions go beyond streamlining operations — we leverage artificial intelligence to automate tasks, surface insights, and unlock new revenue opportunities for our customers. As part of our team, you'll have the opportunity to: • Partner with iconic beauty and wellness brands to shape how they operate and grow., • Be part of a high-growth, innovative company where your work has visible impact.

Job DescriptionDescription: To be considered for the Senior Director of Major Gifts position, you MUST submit a Cover Letter with your application. Paylocity only accepts one attachment. Please include the Cover Letter within your Resume attachment. The Meadows Mental Health Policy Institute (Meadows Institute) seeks a Senior Director of Major Gifts to advance the Meadows Institute's mission of accelerating access to mental health care and improving outcomes for people and communities. This position is responsible for building, managing, and growing a sophisticated portfolio of major and principal gift donors and prospects capable of making six- and seven-figure investments. Reporting to the Senior Vice President of Philanthropy, the Senior Director serves as a strategic partner to program leadership, executive leadership, and board members, translating complex, nonpartisan work into compelling philanthropic opportunities. The role requires deep relationship-building expertise, disciplined portfolio management, and the ability to align donor passion with scalable, sustainable impact. The preferred work location for this position is in TX. This position may not be filled or performed in California, Colorado, Connecticut, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Rhode Island, Vermont, or Washington at this time. Statewide travel (up to 20%) may be required. Some duties may require access to reliable personal transportation. Responsibilities: Major Gift Fundraising • Manage a portfolio of high-capacity donors and prospects, with a focus on securing six- and seven-figure gifts from individuals and foundations., • Develop and execute individualized cultivation, solicitation, and stewardship strategies that move donors toward increasingly significant investment., • Conduct a high volume of meaningful donor interactions each month, including in-person meetings, virtual meetings, and strategic calls., • Personally solicit major gifts and partner with senior leadership on high-level donor engagement and solicitations., • Develop compelling, customized proposals, briefings, and presentation materials aligned with donor interests and institutional priorities., • Provide guidance in the development of comprehensive stewardship plans that clearly demonstrate outcomes, policy influence, and return on philanthropic investment., • Ensure timely and meaningful acknowledgment of all gifts., • Design and implement strategic major gifts initiatives aligned with organizational priorities and revenue goals., • Maintain accurate, up-to-date records in the donor database (Salesforce), ensuring strong pipeline management, forecasting, and accountability., • Partner closely with program staff to connect donors to the Meadows Institute’s work, outcomes, and long-term vision., • Collaborate with communications and marketing teams to develop donor-facing materials that clearly articulate impact and urgency., • Provide guidance, training, and support to board members and volunteers engaged in major gift fundraising., • Represent the Meadows Institute at donor events, conferences, and community engagements, serving as an ambassador for the mission and values., • Demonstrated ability to collaborate across multidisciplinary teams, exercising sound judgment and discretion while advancing shared institutional goals., • Bachelor's degree required., • Minimum 6 – 8 years of progressive experience in major gifts fundraising, with demonstrated success in securing six and seven-figure gifts., • Proven track record of meeting or exceeding ambitious fundraising goals., • Experience managing a significant portfolio of major donor prospects, particularly foundations., • Experience working with high-net-worth individuals and foundations., • Strong understanding of donor cultivation cycles and relationship-based fundraising., • Excellent written and verbal communication skills, with demonstrated ability to synthesize complex policy and programmatic work into clear, persuasive philanthropic narratives., • Outstanding interpersonal skills and ability to build relationships with diverse constituencies., • Strategic thinker with strong analytical and problem-solving abilities., • Proficiency with donor database systems (Salesforce)., • Ability to work independently while also functioning as an effective team member., • Experience in healthcare, mental health, public health, or policy-related fundraising. The preferred work location for this position is in Texas. This position may not be filled or performed in California, Colorado, Connecticut, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, Montana, Nevada, New Jersey, New York, Rhode Island, Vermont, or Washington at this time. Relocation assistance not available. Successful candidates must show proof of eligibility to work in the United States. About Meadows Mental Health Policy Institute: The Meadows Mental Health Policy Institute is a data-driven, nonpartisan, nonprofit organization that supports the implementation of policies and programs that help Texans obtain effective, efficient mental health care when and where they need it. The Meadows Institute’s vision is for Texas to be the national leader in treating all people with mental health needs. For more information about the Meadows Institute, please visit: . The Meadows Mental Health Policy Institute is committed to equality of opportunity in all aspects of employment and provides full and equal employment opportunities to all employees and potential employees without regard to race, color, national origin, religion, gender (including pregnancy, childbirth, and related medical conditions), physical or mental disability, age, citizen status, veteran status, genetic information, or any other legally protected status.

Job Description Our client’s Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements, and streamline compliance. Their solutions provide a single source of truth on customer and vendor data, enabling firms to reduce costs, reuse information efficiently, and improve operational processes through innovative technology. We are seeking a Senior KYC / Onboarding Lead to work with a leading alternative investments firm in this client-facing role, where you will be leading and assisting with everything relating to the KYC and onboarding processes, including management of workflows and driving operational efficiency. Responsibilities • Serve as the primary point of contact for new client onboarding, ensuring timely and accurate completion of all onboarding deliverables., • Provide end-to-end oversight of the onboarding process across multiple clients, independent of product type and in line with internal policies and regulatory standards., • Review and interpret client legal, financial, and entity documentation to support onboarding approvals., • Lead client-facing onboarding discussions, providing clear status updates and proactively managing risks or issues., • Identify process gaps or inefficiencies within onboarding workflows and collaborate with stakeholders to implement improvements., • Build strong working relationships with internal teams (Operations, Legal, Compliance, Technology) to ensure smooth onboarding execution., • Provide day-to-day oversight, guidance, and quality assurance for a Junior Analyst supporting onboarding activities., • Support long-term client relationships by delivering a controlled and efficient onboarding experience., • 3+ years’ experience in a KYC / Onboarding role, ideally within Financial Services, • Familiarity with KYC constitutional documents and onboarding processes, • Strong analytical, project management, and problem-solving skills, • Excellent communication and presentation abilities, • Basic understanding of financial services and investment management operations, • High attention to detail with a focus on quality and process improvement, • Ability to work collaboratively with both senior and junior team members Salary: up to $65k Length: 12+ months, view to extension or permanent contract

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. 3emtHypNxO

Job Description Dalfen Industrial is looking for a Summer Intern to join its team. The Industrial Real Estate Intern is primarily expected to perform in-depth market analysis of assigned markets & submarkets and record these insights into a central database. The intern will also be exposed to financial modeling, industrial real estate market trends, and other projects as assigned within the organization. We are looking for an intern to support our Capital Markets and Investments team based in Dallas, TX. Position Responsibilities • Canvas markets and submarkets for vacancy, tenancy type, and ownership type, • Research – Perform market analysis of the industrial real estate industry to identify opportunities based on market trends and industry conditions, • Responsible for data management, maintaining large datasets and constructing graphs, maps, and charts as directed, • Market Knowledge – Gain a comprehensive knowledge of the markets & submarkets, including direct competition, • Provide recommendations for process improvement, • Perform a variety of ad-hoc assignments & projects, • Weekly Calls – Participate in weekly calls in all projects in which you are involved, • Underwriting – Learn and assist with underwriting new investment opportunities and leasing scenarios Skills & Experience • Prefer 2 years completed toward degree with a 3.0 GPA, • Highly interested in the industrial real estate market, • Highly self-motivated and accountable, results-oriented, • Highly analytical and process-oriented, strong project management and problem-solving skills, • Strong verbal and written communication skills, details-oriented, • Ability to work both autonomously and in a team setting, • Exceptional organization, time-management, and prioritization skills, • Modeling experience, advanced proficiency in MS Office Suite (Excel & PowerPoint) Company Overview Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 9 offices, offering a challenging and fast-paced work environment. Visit for more information.

Job DescriptionABOUT THE ROLE Logistics Property Company is currently seeking an experienced In-House Real Estate Attorney to join our legal team. This role will be dedicated to supporting our team on real estate transactions, compliance, and strategic legal advice. The ideal candidate will have a strong background in real estate law, excellent negotiation skills, and the ability to work collaboratively with various departments. Please note this is a hybrid role based in our Chicago Loop office. RESPONSIBILITIES Responsibilities include but are not limited to: • Provide legal support for acquisitions, dispositions, leasing, and financing of real estate assets., • Draft, review, and negotiate a wide range of real estate-related agreements, including purchase and sale agreements, leases, joint venture agreements, construction, and loan documents., • Conduct due diligence for real estate transactions, including title and survey reviews, zoning and land use analysis, and environmental assessments., • Advise on regulatory compliance and risk management related to real estate investments and operations., • Collaborate with internal teams, including finance, asset management, acquisitions, and operations to ensure alignment with business objectives and legal requirements., • Manage relationships with external counsel and other third-party service providers., • Possess a J.D., a strong academic record, and active membership in good standing with the state bar association., • Have a minimum of five (5) years of experience within a law firm or with a real estate company in an in-house legal capacity., • Strong background in real estate law, real estate acquisitions and dispositions, and contract in multiple jurisdictions., • Possessing outstanding oral and written communication skills are required, and the ability to persuade and present positions effectively with a variety of constituencies., • Be a team-oriented professional but also have the ability and confidence to work independently., • Display a strong work ethic, flexibility, and capacity to work in a fast-paced environment, and unqualified ethics and integrity are essential for successful integration into the company's culture., • Excellent communication and interpersonal skills, with the ability to effectively collaborate with internal and external stakeholders at all levels of the organization., • Proven ability to act independently and effectively with minimal supervision, manage multiple projects simultaneously, and prioritize tasks to meet deadlines., • High level of integrity, professionalism, and discretion when handling sensitive and confidential information. EEO Statement Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other status protected by applicable local, state, and federal law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email .

Job Description Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you. Job Summary LP Analyst is seeking a Talent Manager to support the organization and help drive the development, engagement, and performance of our team. This role partners closely with business leadership to manage the employee lifecycle, support staffing and resource planning, and ensure our professionals have the support and guidance needed to succeed in a client-focused environment. The Talent Manager will serve as the primary talent partner for a group of professionals, maintaining close and regular contact to understand their strengths, development goals, career interests, and professional preferences. In collaboration with leadership, the Talent Manager helps ensure the team is effectively staffed while supporting ongoing development and performance management. This role requires frequent coordination with business leaders and colleagues across the firm to balance the needs of the business with the career growth and development of employees. A successful Talent Manager will thoughtfully align staffing decisions, development opportunities, and performance outcomes while helping sustain the high-performance culture and talent standards expected in a firm serving institutional investors and financial services clients. Responsibilities and Duties Talent Management • Maintain a strong understanding of each employee’s performance, strengths, technical capabilities, and development objectives to support career progression and effective team deployment., • Serve as a trusted point of contact for employees regarding career development, and performance feedback., • Partner with leadership and internal teams to identify training and development opportunities that strengthen the capabilities of the organization., • Ensure employee profiles, experience summaries, and performance documentation are maintained and readily available to support internal planning and client-focused initiatives., • Apply the firm’s performance management framework and competency expectations to support consistent feedback, evaluation, and development conversations., • Participate in regular talent discussions with leadership to review performance trends, identify development opportunities, and address any emerging talent concerns., • Support the firm’s performance management cycle, including preparation, coordination, and analysis of performance outcomes., • Ensure fair, consistent, and well-documented performance evaluations., • Work closely with leadership to ensure teams are staffed effectively based on project needs, expertise, and capacity., • Monitor team utilization and workload balance., • Help align employees’ skills, interests, and development goals with client assignments., • Support initiatives that improve employee engagement, retention, and culture., • Track key talent metrics including utilization, performance trends, attrition, and promotion readiness., • Provide insights to leadership on workforce planning and organizational health., • Bachelor’s degree in Business Administration or related field., • 4–8+ years of experience in talent management, consulting, or professional services environments., • Experience supporting client-focused teams or professional services organizations preferred., • Strong organizational and analytical skills with the ability to manage multiple priorities., • Excellent interpersonal and communication skills with the ability to influence stakeholders., • Experience supporting consulting, advisory, analytics, or services teams., • Experience managing performance review cycles and career development programs., • Excellent written and verbal communication skills, • Strong organizational and multitasking skills, • Self-starter with high accountability and ownership mindset, • Problem-solving orientation with attention to process improvement, • Professional presence and confidence, • Ability to influence cross-functional teams without direct authority yD6Nu0KRXb

Job Description Company Overview Hillwood, a Perot Company, is a premier real estate investment and development company founded on a culture of integrity, respect, excellence and teamwork. The company is a full-service real estate developer, investor and advisor focused on developing opportunities for investors, partners and communities around the world. See additional details at . Position Overview Hillwood is seeking a Senior Corporate Counsel to serve as a senior legal advisor supporting the Hillwood enterprise and affiliated Perot companies. This role leads the corporate legal function, providing guidance across corporate governance, entity management, compliance, litigation strategy, intellectual property protection, and other key legal initiatives supporting business operations in the United States, the United Kingdom, and Europe. Partnering closely with executive leadership, the Senior Corporate Counsel delivers practical, business-oriented legal counsel while supporting sound risk management across a privately held, multi-entity organization. Responsibilities Corporate Legal: • Lead corporate activities across Hillwood entities, including structure, governance, documentation and corporate reporting., • Oversee entity formation, maintenance, amendments, reorganization, and dissolutions., • Manage compliance requirements related to the corporate regulatory obligations., • Direct transaction management activities include coordinating closing, post-closing documentation, and internal record updates., • Oversee business license registrations and renewals across jurisdictions., • Maintain and enhance the enterprise-wide legal database and document management protocols., • Draft, review, and negotiate general corporate contracts, including service agreements, consulting agreements, contractor agreements, waivers/releases, engagement letters, nondisclosure agreements, and related documents., • Develop, update, and advise on corporate policies and procedures., • Lead a high-performing internal legal and compliance team; provide coaching, development, and direction while fostering a culture of accountability, discretion, and service., • Coordinate internal workflows to support corporate governance, entity management, licensing, policy development, and transaction execution., • Serve as the primary point of contact for outside counsel, setting expectations, negotiating fees when appropriate, and evaluating performance., • Serve as Chief Compliance Officer for the SEC-Registered Investment Adviser entity, overseeing the full compliance program., • Lead development, implementation, and monitoring of compliance policies and procedures in including:, • Foreign Corrupt Practices Act (FCPA) and international compliance frameworks, • General Data Protect Regulation (GDPR) and data privacy obligations, • Insider trading polices, • Political contribution restrictions, • Document retention requirements, • Ethics, conduct, and transparency standards, • Additional regulatory or industry-specific requirements, • Oversee litigation and manage outside and outside counsel for active matters., • Advise leadership on risk exposure, case posture, and practical business consideration., • Manage trademark and trademark filings, renewals, and maintenance., • Review website, marketing, and social medial content for legal and brand compliance., • Advice on personnel matters, employee relations, and employment practices., • Review employment, separation, confidentiality, and related agreements as needed., • Strong command of corporate law, governance, and compliance within a multi-entity private company structure., • Sophisticated judgment, with the ability to balance risk and business objectives in a practical, solutions-oriented manner., • Exceptional drafting, negotiation, and analytical skills., • Demonstrated ability to manage complex matters with discretion, clarity, and urgency., • Confident communicator capable of advising senior executives on sensitive issues., • High degree of professionalism, integrity, and respect for confidentiality., • Strong organizational skills and the ability to juggle diverse priorities across multiple business units., • Excellent interpersonal and written/verbal communication skills, capable of engaging confidently with C-level executives, cross-functional teams, and external partners., • Proficiency in Microsoft Excel; enthusiasm for learning and adopting new technologies. Education and Experience: • Juris Doctor (JD) from an accredited U.S. law school., • Licensed to practice law in Texas (or eligible for in-house counsel registration)., • 15+ years of progressively responsible legal experience, preferably within a privately held multi-entity organization or in a corporate/transactions practice at a reputable law firm., • Experience across corporate governance, compliance, general corporate contracts, and litigation management required., • Prior experience supporting HR/employment matters and managing outside counsel strongly preferred. Hillwood is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. #CORP

Job Description External Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Primary role is to grow and retain profitable relationships. This is accomplished by focusing on the delivery of value-added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. You will be a fully experienced, qualified relationship manager capable of independent activity. You should have proven client relationship skills, as well as extensive product knowledge, technical expertise, and strong transaction execution skills. Credit process management is a critical component of your job. Performance will be measured by your effectiveness in many marketing areas, including but not limited to calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships, and propensity to help build the franchise for the long term. Seek opportunities to cross sell into every relationship and anticipate the future needs of the client. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Solicit commercial clients; aggressively seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts., • Obtaining and maintaining COI’s and attending various networking events in the assigned geographic area., • Requires skills and experience loan structuring and credit analysis., • Generating a wide variety of commercial and real estate loans., • Closing loans typically in the $1 million to $10 million range., • Contributes to deposit growth by cross selling and promoting additional banking products SUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor’s degree in finance, accounting or another related field is preferred. EXPERIENCE REQUIRED: Formally credit trained and /or underwriting knowledge and experience is preferred. Typically, a minimum of 4 years direct lending or credit support related experience with focus on business relationships. KNOWLEDGE REQUIRED: Familiarity of the sales, loan processing and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C & I as well as Owner-Occupied and Investment Commercial Real Estate loans. SKILLS/ABILITIES: Ability to expand loans, client relationships and cross sell bank products. Must have good interpersonal and communication skills and proven track record of business development. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations. Hours: Monday - Friday 8:00 AM to 5:00 PM.

Job Description Spartan Title is a full-service title company specializing in complex single-family residential investment closings, including heirship affidavits, probates, conservatorships, foreclosures, and liens. With over 15 years of experience, Spartan Title combines deep industry expertise with advanced technology to deliver efficient, transparent closings that allow clients to track transactions seamlessly. The company serves investors, agents, lenders, and other stakeholders, reflecting a commitment to speed, precision, and resilience in real estate investment transactions. The Escrow Assistant plays a key support role within the escrow team, working closely with the Escrow Officer to manage the day-to-day flow of transactions from opening to closing. This includes coordinating title clearance requirements, organizing file documentation, and helping ensure all contractual and lender conditions are met on time. The role also serves as a central communication point between real estate agents, buyers, sellers, lenders, and third-party vendors to keep transactions moving smoothly. As an Escrow Assistant, You Will: • Receipts purchase agreements and provides copies as necessary for the parties., • Inputs orders into the escrow processing system and prepares working file., • Maintains the calendar of due dates within escrow processing system on files for closings., • Prints title commitments/preliminary title reports and mails, faxes or emails with restrictions and exception instruments to appropriate parties, • Obtains current information for closing including homeowners dues, payoffs, tax certificates, surveys and other documentation., • Prepares files for closing which includes but is not limited to review of closing documents provided by lender, detailed tax forms, escrow forms, and others by sorting, completing the proper and appropriate documentation., • Assists in the resolution curative requirements by requesting information from the appropriate parties., • Prepares, reviews, inputs and deliver HUD settlement statements for approval and preliminary disbursement worksheets., • Funds closed transactions, receipts other funds collected at closing, and disburses all proceeds to appropriate parties., • Reviews and signs checks and initiates wire transfers., • Performs clerical duties including faxes, copying documents, ordering and maintaining supplies, preparing daily bank deposits, and performing daily banking., • Performs other duties as assignedWe are Looking for a Teammate that has:, • Experience in a similar role preferred., • Knowledge of real estate transaction documentation., • Strong organizational skills, attention to detail and flexibility., • Strong verbal and written communication skills., • Ability to prioritize and effectively with cross-functional teams in a fast-paced environment., • Understanding of the key touch points of a residential title and closing transaction., • Working knowledge of title industry systems and software., • Eagerness to learn and grow, • Proven ability to prioritize and work effectively both independently and within a team.We Offer the Following Benefits and Perks:, • Medical, Dental, Vision + Short-Term Disability, • 401K with Match, • Flexible PTO, • Opportunities for Growth in a Rapidly Scaling Company

Job DescriptionFounded in 2015, Shield AI is a venture-backed deep-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include the V-BAT and X-BAT aircraft, Hivemind Enterprise, and the Hivemind Vision product lines. With offices and facilities across the U.S., Europe, the Middle East, and the Asia-Pacific, Shield AI’s technology actively supports operations worldwide. For more information, visit . Follow Shield AI on LinkedIn, X, Instagram, and YouTube. What you'll do: • Build, maintain, and scale financial models used for forecasting, budgeting, and long-term planning, • Analyze data trends to develop business insights and deliver actionable recommendations to leadership, • Partner closely with Program Management and Aircraft Ops teams to provide financial support on program health, spend trends, and headcount planning, • Develop reporting cadences and dashboards to track KPIs and business performance using tools like Power BI and Excel, • Participate in the month-end and quarter-end close process, including variance analysis and executive reporting, • Assist with financial operational planning cycles, business reviews, and investment decision-making processes, • Support data transformation initiatives and basic modeling efforts in collaboration with analytics or data engineering teams, • Drive continuous process improvement by identifying automation and efficiency opportunities within financial reporting and analysis, • Partner with inventory and supply chain teams to monitor material movement, usage, and cost trends, • Collaborate with program managers to monitor actuals vs. plan, flag risks/opportunities, and support EAC (Estimate at Completion) updates, • Ensure financial alignment of day-to-day operations with long-term strategic goals through regular operational reviews and ad hoc analysisRequired qualifications:, • Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, • 5+ years of progressive experience in financial analysis, corporate finance, or FP&A, • Advanced proficiency in Excel, financial modeling, and data analysis, • Strong understanding of US GAAP, with practical experience applying accounting principles in a government contracting or manufacturing environment, • Familiarity with cost accounting concepts and government contract structures (e.g., T&M, CPFF, FFP), • Strong working knowledge of Power BI and comfort with data visualization tools, • Solid understanding of financial statements and business metrics, • Demonstrated ability to work independently and collaborate cross-functionally in a fast-moving environment, • Excellent communication skills with the ability to present complex financial data to non-financial stakeholdersPreferred qualifications:, • MBA or Master’s degree in a related discipline, • Experience supporting operations or customer-facing teams in a manufacturing, aerospace, or tech environment, • Exposure to Microsoft Fabric, Power Query, DAX, or other data transformation and modeling tools, • Familiarity with ERP systems (e.g., Costpoint) and planning tools (e.g., Vena), • Track record of being a high performer with a bias for action, intellectual curiosity, and attention to detail Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. 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 DIRECTOR OF ACQUISITIONS - AFFORDABLE HOUSING COMPANY Haven Housing is a wholly owned subsidiary of BH Properties, a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, affordable and multi-family properties throughout the Western United States along with investments in distressed debt, ground leases and affordable housing. The Company is vertically integrated, with offices in Los Angeles, San Francisco, Riverside, Phoenix, Dallas, Houston and Seattle and can acquire and close transactions, in most cases, in as little as ten days. Founded thirty (30) years ago and operating with no outside capital partners allows us advantages in moving quickly and creatively in structuring acquisitions to satisfy seller needs. Today, the Company owns and operates approximately 11M square feet across 18 states. In May 2025, the Company launched 'Haven Housing', an investment vertical for the sole purpose of acquiring affordable housing and market rate communities. As of its launch, Haven Housing, through its parent company, owns and manages approximately 2,800 residential units. POSITION Initially reporting to the Managing Director, Head of Affordable Housing Acquisitions, the Director of Acquisitions will be responsible for strategy, originating, underwriting, and closing Affordable Housing transactions in multiple markets with an initial focus on age restricted opportunities. The successful candidate will have extensive acquisition experience and a deep understanding of the regulatory agreements encumbering affordable housing properties and the nuances that create a compelling acquisition. The Company anticipates a focus on existing properties or portfolios in lieu of ground-up developments. LOCATION Dallas, TX RESPONSIBILITIES Focused on affordable housing, the candidate will be a key member of the Company’s acquisition team working in partnership with other acquisition professionals in a collaborative, team-oriented environment. In addition: • Participate in establishing a 5-year operating plan to scale the opportunity., • Build out the necessary infrastructure to support the strategy., • Oversee the acquisition process, including sourcing, managing due diligence, reviewing third party reports, and working with legal and finance teams to facilitate closings., • Prepare market analysis, underwriting and deal summaries for opportunities being recommended., • Develop relationships within the brokerage, developer, and lender communities in target markets to facilitate opportunities., • 5-10 years of real estate acquisition and underwriting experience., • Knowledge of the federal affordable housing programs (LIHTC & HAP) along with other legacy programs., • Understanding of the various tax and financing alternative programs., • Established relationships with regional third-party management companies., • Established relationships within the investment sale broker community., • College degree in real estate, business, finance, or accounting., • Advanced degree a plus., • Knowledge of market rate multi-family acquisitions a plus., • Strong quantitative and analytical abilities; ability to quickly assess deal viability., • Outstanding analytical, verbal, and written communication skills., • Ability to communicate and develop effective working relationships with others in a team oriented, collaborative and deadline driven environment., • Team player who loves to brainstorm, problem solve and who can think independently., • Travel required COMPENSATION We offer an excellent compensation package, and an exciting opportunity to grow and develop with a well-capitalized entrepreneurial real estate investment group. For immediate consideration please submit a resume with salary expectations. Resumes submitted with salary requirements will be considered first. Powered by JazzHR 9zGuJ8GpPv

Job DescriptionDescription: This entry-level Analyst opportunity offers on-the-job learning and an education on core professional skills for the practice of commercial real estate valuation. Analyst works in close collaboration under a licensed senior appraiser to access proprietary databases and publicly available resources. This work output is used to produce appraisal reports or other valuation services for a wide variety of commercial real estate subject properties and entrusted by our clients. Analysts are responsible for managing their own caseload, seeing assignments through to completion which includes but is not limited to research and compiling key data, performing market surveys, and confirming property transaction details. All job training and necessary equipment and technology will be provided. The Analyst position is defined by an independent, yet supportive environment in which the analyst will acquire skills in real estate finance, market analysis, and commercial investment analysis. The position involves a mixture of desk and field work, with new challenges and opportunities presented as the analyst builds a body of knowledge. Therefore, this position is best suited to an ambitious individual who enjoys problem solving and can focus on the details while never losing sight of the big picture. Further, the ideal candidate has strong research and analytical skills and is an effective communicator. If you are a self-starter with a passion for real estate and a knack for analytics, please submit your qualifications to join our growing team. Requirements: · Strong quantitative skills with experience building real estate valuation models · Excellent written, verbal, and interpersonal communication skills · Ability to be a collaborative team player · Ability to contribute to a positive culture · Good judgment · Self-starter, highly organized, and detail-oriented · Strong analytical aptitude · Must be proficient in MS Word and Excel · Reliable high-speed internet as projects may require work from home occasionally to meet assignment due dates · Argus Enterprise experience a plus · Web-based mapping tools. · Bachelor’s degree in finance, Real Estate or Economics or related discipline with 1 - 3 years of commercial real estate experience preferred BBG is the leading independent valuation, environmental, and property condition assessment services firm in the United States, with offices nationwide providing commercial valuation and assessment services and a deep understanding of real estate finance from acquisition to disposition. The position offers medical benefits, flexible scheduling, education assistance, and opportunities for offsite fieldwork inspecting properties. BBG is an Equal Opportunity / Affirmative Action employer committed to providing equal employment opportunities and maintaining a workplace free from discrimination of any kind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status, or any other characteristic protected by state, federal, or local law.

Job DescriptionAmerican Beacon PartnersMutual Fund Specialist American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2025, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the seventh consecutive year. For more information, please visit Our office is located in Irving, Texas (Las Colinas). This position will have the following consideration: Hybrid: In office, currently Monday-Tuesday-Wednesday each week, with the option to work from home on Thursday and Friday. Job Description: The Mutual Fund Specialist is responsible for reviewing and filing of registration statements and related documentation for the Funds to ensure accuracy and compliance with regulatory guidelines. Key Responsibilities • Assists with the preparation, review and filing of registration statements and related documentation for the Funds to ensure accuracy and compliance with regulatory guidelines, • Collaborates well with service provider, • Assists with annual investment risk update process, • Identifies areas where process improvement can occur, • Act as "lead" Mutual Fund Specialist for assigned FYEs, • Review updates to various Fund agreements, as necessary, • Ensures agreements are appropriately included in the relevant Form N-1A Part C (wrapper), • Assists with special projects, as necessary, including research of applicable rules and regulations, • Review documents from Fund Board meetings and ensure appropriate modifications are made to filings and/or procedures Requirements • Three or more years related work experience in investments, securities, or financial services, • Knowledge of the Investment Company Act of 1940 and federal securities laws as they apply to the operation of mutual funds or investment advisers, • Experience with Mutual Funds and ETF filings, including Form N-1A, Form N-14, and Form N-2, • Proficiency with EDGAR Next filing system, • Familiarity with Broadridge PROfile or similar systems, • Familiarity with DocuBuilder software or other similar content management systems such as DFIN ArcPro, • Excellent analytical, written, and oral communication skills, • Superior attention to detail, • Superior interpersonal skills and ability to work effectively with all levels of management and support staff, • Superior organizational skills with the ability to handle substantial responsibility and work on multiple projects simultaneously in a fast-paced, deadline-oriented environment, • College degree or equivalent work experience #LI-Hybrid Job Posted by ApplicantPro

Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster. Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it! Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose. At Siepe, we don’t hire engineers to write code. We hire architects who command AI to build it. The private credit and CLO market is booming. The operational technology hasn’t kept up. Siepe is changing so that we build the platform that asset managers trust to run compliance, portfolios, trades, and report across billions in structured credit. Our Dallas team walks into the office every day and ships production features that didn’t exist last month, in a domain where most firms are still pushing spreadsheets. This isn’t a place where you’ll grind through ticket queues. You’ll describe the solution the architecture, test scenarios, acceptance criteria, the performance targets and AI will execute it. Your craft is in the specification. Your leverage is in the tooling. Your judgment is what keeps it all honest. In this role, you’ll own the Angular front end of our CLO compliance platform dashboards, exception workflows, configuration, and reporting that investment managers depend on daily. AI is your engineering team. You direct it, review its output, and hold it to the same standard you’d hold any senior developer. In compliance, wrong numbers have real consequences and that’s exactly what makes this work matter. What You'll Be DoingYou Architect. AI Executes. • Describe features with enough precision that AI delivers correct Angular components, validation logic, and state management on the first pass., • Define rich, integrated test scenarios not just happy paths with clear coverage expectations that AI generates and you validate., • Set nonfunctional requirements up front: response times, bundle budgets, accessibility scores, rendering thresholds and enforce them through automated checks., • Own post deployment validation: confirm that what shipped behaves the way it was specified under real data and real load., • Drive large scale migrations AngularJS to modern Angular, legacy state to NgRx by decomposing the problem and directing AI through it file by file.You Build What AI Can't, • Design UI patterns that handle massive datasets virtual scrolling, lazy loading, smart caching chosen from real usage, not guesswork., • Integrate with .NET/C# backend services through REST APIs with solid error handling and security patterns., • Shape the codebase so AI gets better over time: consistent conventions, structured state, clear component boundaries.What You'll BringYou think in systems, not tickets. You see a compliance workflow and immediately start decomposing it into components, state flows, API contracts, and test scenarios before you write a single line of code., • Strong Angular and TypeScript experience you care about maintainability, correctness, and performance., • You've built enterprise web applications with complex workflows, large datasets, and structured data., • You can describe a solution clearly enough architecture, edge cases, NFRs, KPIs that AI (or a junior dev) could build it from your spec alone., • Practical NgRx and RxJS experience for managing complex, long lived UI state., • You review AI output the way a tech lead reviews a pull request: fast, precise, and with an eye on what breaks downstream., • Financial services or regulated environment experience is a plus CLO concepts, compliance monitoring, audit trails. If you want to be the architect not the bricklayer come build with us. What We Offer At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact. Compensation & Financial Well-being:- Competitive Compensation Packages, including Annual Performance-Based Bonuses - 401(k) Retirement Plan with company match to support your long-term financial goals - Employee Referral Program – earn rewards for helping us grow our talented team Health & Insurance Benefits- Comprehensive Health, Dental, Vision, and Life Insurance - Flexible plans tailored to support individuals and families Learning & Career Growth- Annual investment in your Learning & Development goals - On-the-job exposure to innovative technologies and financial strategies - Growth opportunities in a collaborative, fast-paced environment that values continuous improvement Time Off & Flexibility- Flexible Time Off (FTO) - Flexibility to recharge and maintain work-life balance In-Office Perks & Culture- Daily meal delivery allowance when working from the office - Monthly Celebrations and Quarterly Offsite Events - Annual Holiday Party to celebrate milestones and build team connection - A vibrant, inclusive office culture that blends fun with purpose 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 The Claims Manager is responsible for the overall operation of a designated office. The Claims Manager participates in formulating and administering company best practices as well as developing long-term goals and objectives, analyzing costs, activities and operations, supporting the goals of the Claims Department and CorVel. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: • Represents the company in a professional manner to both internal and external customers and clients, • Directs the performance and development of the employees in their department, • Ensures staff compliance with Workers’ Compensation laws and mandated regulatory reporting requirements, • Assures peak performance of the team through continued training and coaching, coupled with regular performance evaluations, • Utilizes jurisdictional expertise and knowledge of regulatory rules, statutes and procedures governing these jurisdictions to ensure compliance, • Monitors operational workflow and manages appropriate/adequate staffing levels and staff retention strategies, • Develops and oversees the implementation of common claim practices and procedures, • Directs and controls the review and settlement of high dollar or potential high dollar claims, as well as any claims that are beyond the authority of subordinate claims personnel, • Promotes operational efficiency, quality, and consistency by continuously improving processes, people and systems, • Ensures compliance with CorVel’s policies and procedures, • Ability to travel overnight and attend meetings, • Additional duties as assigned KNOWLEDGE & SKILLS: • Excellent written and verbal communication skills necessary for customer contact, negotiation, presentations, project management and personnel management, • Effective quantitative, analytical and interpretive skills, • Excellent leadership skills, with a demonstrated ability to motivate staff and obtain results through teamwork, • Ability to function effectively under time constraints, consistently meet deadlines and handle multiple tasks in a demanding work environment, • Ability to remain poised in stressful situations and communicate diplomatically via various communication channels, • Computer proficiency and technical aptitude with the ability to utilize common computer applications, • Strong interpersonal, time management, project management, and organizational skills, • Maintain a high level of professionalism, • Knowledge of the entire claims administration, case management and cost containment solution as applicable to Workers’ Compensation EDUCATION & EXPERIENCE: • Bachelor's degree or a combination of education and equivalent industry-related experience, with a record of steady advancement in Workers’ Compensation claims administration, • Minimum of 6 years’ comprehensive workers’ compensation administration experience, • Minimum of 2 years' recent supervisory or management experience, • Current license or certification in Workers’ Compensation must be maintained throughout employment with CorVel, • Self-Insured Certificate preferred PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $87,190– $134,613 A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL: CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Hybrid

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an experienced Capital Markets Analyst to support our national Capital Markets team in our Dallas or Atlanta office. This role is responsible for underwriting and analyzing loan opportunities in alignment with Capital Markets program guidelines, while partnering with both internal and external teams to support transactions through the full lifecycle — including loan packaging and submission, due diligence, closing, and related support functions. The ideal candidate thrives in a fast‑paced environment, can multitask under pressure, and manages stringent deadlines with a strong attention to detail and passion for commercial real estate. *This position is an in-office position, with an immediate start date. Position Responsibilities: Underwriting & Screening - • Manage front-end deal intake, review, and initial screening for Capital Markets programs to determine program fit, structure viability, and execution readiness., • Perform full deal underwriting for commercial real estate transactions, including analysis of historical financial statements, borrower projections, and market benchmarks to support valuation, loan sizing, and structure., • Evaluate deal risk and confirm alignment of structure and pricing with Capital Markets program parameters and Capital Partner requirements., • Prepare loan submissions and pricing materials that meet Capital Partner guidelines and requirements. Materials may include narrative deal summaries, detailed underwriting, structure and pricing assumptions, and supporting market data., • Update and maintain the underwriting model throughout the deal process, incorporating current property‑level data and evolving deal terms., • Provide closing coordination, including collecting and reviewing due diligence, ordering and reviewing third-party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.), • Serve as a primary point of communication with Capital Partners, including presenting deals, managing pipeline updates, navigating feedback, and coordinating approvals., • Serve as a primary point of communication with Northmarq Producers to clearly and consistently communicate program guidance, pricing, structure, and deal terms., • Own active Capital Markets pipeline management, including tracking deal status, partner feedback, key milestones, and execution readiness across all opportunities., • 3+ years of direct experience in Commercial Real Estate Finance, • Four-year college degree required with a major in real estate, finance, accounting, or business area preferred, • Demonstrated experience underwriting all major commercial real estate asset types, including but not limited to multifamily, office, industrial, retail, hospitality, and mixed‑use properties., • Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint etc.) Knowledge of Salesforce or ARGUS software is a plus., • Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving, • Resourceful with a strong initiative and ability to work independently with minimal supervision, • Strong work ethic and willingness to work extended hours when necessary, • Ability to handle multiple projects and assignments; able to prioritize and meet deadlines #LI-Onsite #LI-MS1

Job Description The Claims Supervisor is responsible for supervising a team of direct reports, ensuring all quality, productivity and customer service criteria are met while adhering to company policies and procedures. The Claims Supervisor position is integral to the success of the company and requires regular and consistent attendance, supporting the goals of the claims department and CorVel. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: • Supervises claims staff in their day-to-day operations, • Assists Claims Manager with recruitment, interviewing, and onboarding new staff, ensuring proficiency in procedures and job functions, • Ensures staff compliance with Workers’ Compensation laws and mandated regulatory reporting requirements, • Ensures optimal team performance through ongoing training, coaching, and regular performance evaluations; recommends merit-based actions (subject to managerial approval), • Provides technical and jurisdictional guidance to claims staff regarding complex compensability, investigation, litigation issues and service account instructions, • Acts as a liaison by recommending and executing final resolutions for clients and employees concerning claim-specific, procedural, or special requests, • Participate in customer claim reviews and presentations, • Ability to travel overnight and attend meetings if required, • Additional duties as assigned KNOWLEDGE & SKILLS: • Excellent written and verbal communication skills, • Ability to assist team members to develop knowledge and understanding of claims practice, • Effective quantitative, analytical and interpretive skills, • Strong leadership, management and motivational skills, • Demonstrated, strong customer service skills, • Ability to maintain composure under pressure and communicate diplomatically across various channels, including telephone, email, and written correspondence, • Computer proficiency and technical aptitude with the ability to utilize Microsoft Office including Excel spreadsheets, • Strong interpersonal, time management and organizational skills, • Ability to work both independently and within a team environment, • Knowledge of the entire claims administration, case management and cost containment solution as applicable to Workers’ Compensation EDUCATION & EXPERIENCE: • Bachelor's degree or a combination of education and related experience, • Demonstrated public speaking skills, • Minimum of 5 years’ claims handling experience, • Knowledge of WC required, • Current license or certification in Workers’ Compensation must be maintained throughout employment with CorVel, • Self-Insured Certificate preferred, • State Certification as an experienced Examiner PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $71,696 – $110,701 A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL CorVel, a certified Great Place to Work® Company, is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Hybrid

Job DescriptionDescription: A confidential, Texas-based commercial property management group provides a full range of property management and accounting services to improve the performance and efficiency of investment real estate assets. The organization supports ownership and investor objectives through disciplined financial reporting, operational excellence, and strong internal partnerships. Position Summary The group is seeking an experienced Sr. Property Accountant with a proven background supporting commercial real estate portfolios and/or REITs. The ideal candidate is self-motivated, detail-oriented, and demonstrates a high degree of professionalism and initiative in a fast-paced environment. Key Responsibilities • Manage full-cycle accounting for assigned commercial real estate properties, • Reconcile balance sheet accounts and produce monthly financial statements with supplemental reporting as required, • Utilize budgets and analytical tools to analyze variances and reconcile payments against major contract values, • Ensure all required taxes and assessments are reconciled and remitted, • Monitor cash positions and anticipate future cash needs, • Perform monthly bank reconciliations, including follow-up on outstanding items, • Review monthly receivables for accuracy and process adjustments or corrections as needed, • Prepare tenant analyses and statements of account, • Review accounts payable coding for accuracy and compliance, • Calculate and analyze year-end operating expense (CAM) reconciliations and tenant billings, • Review credit memos and cash receipt activity for accuracy, • Prepare non-recurring tenant billings, including utility sub-metering, for review and approval, • Prepare monthly accruals for property manager review and approval, • Support property managers with monthly reporting, including revenue variance explanations and package review prior to submission, • Monitor security deposits and letters of credit; assess tiered refunds with property manager oversight, • Maintain lease data and administer lease abstraction within MRI Real Estate Software, • Calculate and post percentage rent, as applicable, • Consolidate monthly ownership reporting packages, • Partner with internal teams including Property Management and Engineering, • Develop and review property reports, documentation, presentations, and written correspondence, • Ensure all financial reporting complies with Generally Accepted Accounting Principles (GAAP), • Perform financial analysis, modeling, and budgeting activities, • Book, reconcile, and maintain the general ledger as appropriateRequirements:, • Bachelor’s degree in Accounting from an accredited institution (CPA preferred but not required), • 5–7+ years of experience in commercial real estate or REIT accounting, • Advanced proficiency with MRI Real Estate Software and Microsoft Office Suite, particularly Excel, • Strong discretion and judgment in handling confidential information, • Polished, professional written and verbal communication skills, • Highly independent, adaptable, and comfortable in a dynamic, less-structured environment

Job DescriptionWe are working with a growing company (professional sports/e-commerce) that is looking to add a Senior Accountant. The company is located in Dallas and is going through tons of growth - Company is targeting $100 million in revenue this year and $125 million next year. They currently have just over 100 employees and are owned by a very successful Dallas based investment group. This position pays 90K-95K and offers a Hybrid work set up. Key Responsibilities include: • Revenue Recognition Analysis: Assist in compliance with ASC 606 by preparing revenue recognition entries monthly, • Process Improvement: Identify opportunities for process enhancements and implement best practices to improve efficiency and accuracy in financial operations., • Financial Analysis: Analyze financial data and provide insights to management on financial performance, trends, and variances., • Financial Systems: Utilize accounting software and ERP systems effectively. Stay updated with advancements in financial technology., • Financial Projects: Participate in special financial projects, such as mergers and acquisitions, system implementations, or process improvements., • General Ledger Management: Maintain the general ledger and supervise the month-end and year-end closing processes. Reconcile accounts and resolve discrepancies. Key Qualifications, • CPA is a plus, • Public Accounting experience is a plus but not required, • 3+ years of experience Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Pay Details: $90,000.00 to $95,000.00 per year Search managed by: Rami Muhanna Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Medical City Dallas RN Endo Lab PRN As Needed Call Required Do you have the PRN career opportunities as an RN Endo Lab you want with your current employer? We have an exciting opportunity for you to join Medical City Dallas which is part of the nation's leading provider of healthcare services, HCA Healthcare. Job Summary and Qualifications Position Details: • Self/preferential scheduling posted four weeks in advance for you to have predictability in your schedule, • Culture of mutual respect and collaboration among all surgical staff, • Continuous investment in equipment including surgical instruments, devices and patient positioning for you to do your best work with patient safety and workflow efficiency in the Operating Room, • Rounding with unit leaders, including charge nurses, to ensure your voice is heard on suggestions for patient care and surgical workflow improvement, • On-call is required during select non-business hours What you will do in this role: • Evaluate patients prior to surgery, • Provide patient and family education surrounding the procedure and peri-operative process, • Assume responsibility for patient preparation, including intravenous therapy, preoperative medications, and surgical site verification, • Participate in surgical site verification, including briefing, time out, debriefing, and universal protocols, according to hospital policy, • Recognize and respond to patient emergencies, • Deliver high-quality, patient-centered care while managing evidence-based practices and continuous improvement initiatives, • Be an integral member of a dynamic interdisciplinary team – consisting of the provider(s), surgeons, surgical technologists and more, • Consistently apply the nursing process, critical thinking skills, scientific judgment, technical skills and leadership to independently deliver safe nursing care to patients, • Assess patient condition, monitor throughout your shift, and document changes in patient condition along with the care provided thoroughly, • Educate patients and families/caregivers about the patient’s medical condition, treatment and follow-up measures What qualifications you will need: • Advanced Cardiac Life Spt must be obtained within 30 days of employment start date, • Basic Cardiac Life Support must be obtained within 30 days of employment start date, • PALS Pediatric Adv Life Supt must be obtained within 90 days of employment start date, • (RN) Registered Nurse, • Associate Degree Required, • BSN Preferred, • 2+ years in a hospital setting preferred, • ICU or ED experience preferred Benefits Medical City Dallas, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include some or all of the following: • Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services, • Wellbeing support, including free counseling and referral services, • Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence, • Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling, • Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing Note: Eligibility for benefits may vary by location and position. Medical City Dallas is recognized for its advanced medical facilities and commitment to excellence in patient care. We are an 895+ bed tertiary care center. Our medical team consists of more than 1,500 physicians, many are recognized as the world's best in their specialties. Patients travel to Medical City Dallas from all over the United States and from other countries. We offer sophisticated treatment by our 400+ in-house physician specialists. Medical City Dallas has a full-service adult hospital and pediatric hospital. We have separate adult and pediatric emergency rooms, outpatient clinics and diagnostic centers. Our providers have access to state-of-the-art technology and are pioneering new medical procedures to accommodate patient needs. As a part of the Medical City network of hospitals, patients are ensured access to leading medical experts and advanced healthcare innovations across the network. HCA Healthcare has been recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our RN Endo Lab opening. We review all applications. Qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary, • Flexible schedule, • Free food & snacks, • Opportunity for advancement, • Paid time off RESPONSIBILITIES: • Consult customers with financial planning, banking, life insurance and investment options., • Assist customers with brokerage and advisory portfolio management and asset allocation., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations., • This is an in-office position for the Office in Las Colinas, TX. QUALIFICATIONS:, • 1+ years of experience in financial services., • Analytical and communication skills., • FINRA Series 6 and 65 registrations preferred., • Texas General Lines Life and Health License required.

Job DescriptionWe’re looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn’t your typical FP&A role. You’ll partner closely with our CFO and senior leadership to help steer the company through product launches, M&A, and strategic initiatives—while still anchoring our core forecasting and reporting processes. You’ll play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth healthtech company. You’ll be mentored by our Director of FP&A and work cross-functionally with Product, Sales, Engineering, and Operations. We’re looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action. What You’ll Actually Do• Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework• Conduct scenario analyses and build decision-making tools to guide product, GTM, and strategic decisions• Drive product profitability analysis and uncover opportunities with cross-functional teams• Create short, actionable memos that highlight KPIs, risks, and recommendations• Partner with our data team to build real-time dashboards in Power BI• Contribute to M&A diligence, integration planning, and cross-functional financial reporting• Support CRM data integrity and reporting that informs strategic choices• Take on internal “consulting” projects that span finance, product, and operations Who We’re Looking For• Background in Big 4 Transaction Advisory or Strategic Finance at a high-growth tech company• Experience in investment banking, consulting, or FP&A roles with exposure to M&A, operating models, or business case development• Strong modeling skills and ability to distill insights into business recommendations• 2+ years of relevant experience (CPA preferred for audit backgrounds)• Excellent communication skills, particularly with executive stakeholders• A collaborative, humble, and proactive approach—you like moving fast and making things better Perks & Benefits• Flexible hybrid model: Dallas-based, 3 days/week in office• Medical, Dental, and Vision coverage• Generous PTO with a culture that encourages using it• 401(k) plan with competitive matching Why Join Wellfit Now?FP&A at Wellfit is evolving into a high-leverage, strategic function—not just reporting numbers but shaping the story behind them. If you want ownership, exposure, and the chance to help build a best-in-class finance org, this role is built for you.Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits. 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 DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position demands a high level of precision, independent problem-solving, and critical thinking, with minimal delegation and a strong emphasis on accountability and follow-through. The role involves developing and testing compliance programs for clients in the alternative and traditional investment sectors, including private equity, hedge funds, and venture capital, while also supporting regulatory exams and outsourced CCO functions. Success in this role requires professionalism, sound decision-making, and adaptability to client-driven schedules and deadlines. What you’ll do • You will advise clients on compliance with key U.S. securities laws, including the Securities Act, Exchange Act, and Advisers Act, • You’ll assist clients during regulatory examinations by agencies like the SEC, NFA, and state securities boards, • You will review marketing materials to ensure they meet regulatory standards and help clients perform ongoing compliance functions such as monitoring trading and communications, • You’ll be responsible for preparing and filing required U.S. regulatory documents and creating training programs on relevant regulations, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($70,000 - $80,000).Qualifications, • You have a Bachelor’s degree and two plus years of relevant compliance experience, • You need working knowledge of key regulations like the Investment Advisers Act of 1940, Investment Company Act of 1940, and FINRA or NFA/CFTC rules, • You must be proficient in MS Office tools like Excel and Word, and able to build strong relationships with both clients and colleagues, • You’re expected to be dependable, flexible, and responsive to shifting client needs and priorities, • You must demonstrate strong organizational, analytical, and communication skills, with the ability to work independently, multitask, and make sound judgments in a fast-paced environment Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionAmerican Beacon PartnersFinance & Accounting - CFO Support Summer Intern American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2025, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the seventh consecutive year. For more information, please visit Job Title: Finance & Accounting - CFO Support Intern Department: Finance & Accounting Reports To: Chief Financial Officer Location: Irving, TX Workplace Type: Hybrid - In office, currently Monday-Tuesday-Wednesday each week, with the option to work from home on Thursday and Friday Employment Type: Internship (Paid) Duration: Summer 2026 (10–12 weeks) Hours: Full-time (40 hours/week) Position Overview We are seeking a motivated undergraduate student to join our finance and accounting team as a Summer Intern. This hands-on internship offers exposure to real-world financial operations, with a focus on supporting ad hoc projects and conducting competitive intelligence research. You'll help aggregate and analyze information to support strategic decision-making in a dynamic environment. This is an excellent opportunity for students interested in finance, economics or related fields to gain practical experience without requiring prior accounting experience. Key Responsibilities • Assist with ad hoc financial and accounting projects as assigned, including data collection, organization and basic analysis, • Research and aggregate competitive intelligence by gathering publicly available data on industry peers, market trends, pricing, financial performance, and other relevant metrics, • Compile reports, spreadsheets, and summaries from various sources (e.g., financial statements, industry reports, news, databases) to support team insights, • Support general finance/accounting tasks such as data entry, reconciliation support, expense tracking, or report preparation under supervision, • Collaborate with team members to organize and maintain financial documentation and research files, • Currently pursuing a bachelor's degree in finance, economics, business administration, or related field, • Strong interest in finance, markets, or competitive analysis, • Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, basic formulas) and comfort with other Microsoft Office tools (Word, PowerPoint), • Excellent research skills with the ability to gather, synthesize, and present information clearly and accurately, • Good communication skills (written and verbal) for reporting findings and collaborating with team, • Self-motivated, eager to learn and able to work independently with guidance, • Familiarity with financial concepts (e.g., basic financial statements, ratios, market analysis), • Experience with data aggregation tools, online research databases or industry reports This role provides valuable exposure to finance operations and competitive research, with mentorship from experienced professionals. It's ideal for building your resume and exploring career paths in finance or related areas. A. High-Level Financial Strategic Planning • Performance Analysis: Reviewing firm-wide performance against annual budgets and long-term strategic goals, allowing for an understanding of how a $100bn entity generates value, • Corporate Finance Strategy: Exposure to capital structure decisions, treasury management, and potentially M&A initiatives designed to grow the business, • Asset Management Exposure: Involvement in all aspects of the investment process, including portfolio monitoring, asset allocation, and capital allocation, • Cash Flow & Treasury Optimization: Learning how to manage and forecast cash flows, optimize liquidity, and enhance cash positions for a large entity, • Advanced Financial Modeling: Applying Excel skills to complex financial models and scenario planning (e.g., best-case/worst-case scenarios), • Digital Transformation Projects: Assisting the CFO in adopting new AI-driven tools or upgrading ERP/finance systems to improve operational efficiency, • C-Suite Exposure: Attending, or taking minutes at, high-level meetings, which provides insights into how the CFO interacts with the CEO and investment team, • Mentorship: Working directly with senior finance professionals and potential partners, gaining insight in daily activities of a finance department, • Understanding Stakeholder Relationships: Exposure to how the firm manages relationships with external auditors, regulatory bodies, and investors #LI-Hybrid Job Posted by ApplicantPro

Job Description Certerra is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for project delivery, and engineered solutions for asset management. We are passionate about contributing to the sustainable development of the communities we serve. We are a national firm with a global reach serving national and international clients from 30+ offices located in 10 states and are ranked on ENR’s Top 500 list alongside the nation’s top firms. With a 60-year history, Certerra has a passion for high-end services, constant innovation, and investment in the development of world-class laboratory facilities, and interactive management technologies. Each member of our staff is committed to service, innovation, and the success of our clients. We are excited to be seeking an experienced Field/Laboratory Geologist for our Dallas Office. This is a fantastic opportunity to join an amazing company with plenty of opportunity to grow! Responsibilities: • Checking site conditions and accessibility for drilling equipment, • Staking proposed soil boring locations in field prior to drilling, • Field observation and logging of soil borings during field drilling and sampling, • Operation and reading of field instrumentation, such as piezometers, vibrating wire line piezometers, inclinometers, etc., • Field observations related to Environmental Site Assessment and support of the Environmental Group as needed, • Bachelor of Science Degree in Geology or Civil Engineering preferred but not required., • Valid Driver’s License, • Position will require limited overnight travel, • Ability to travel within the area daily and 25% out of the area., • Weekly pay via direct deposit, • Medical/prescription insurance (portion paid), • 7 paid holidays, • Dental insurance (voluntary), • Vision insurance (voluntary), • Vacation, sick leave, • Short term disability (voluntary), • Long term disability We are an Equal Opportunity Employer. This Company is dedicated to both the letter and the spirit of the equal opportunity employment laws. All applicants and all employees will be evaluated on the basis of their ability, competence, and performance of the essential functions of their positions. There will be no discrimination on the basis of race, sex, national origin, religion, age 40 and over, disability, sexual orientation, marital status, or any other classification which may be protected by federal, state, or local laws. In compliance with the Americans with Disabilities Act, we specifically offer equal opportunity for all employees or job applicants who may have a physical or mental disability. Such persons will be hired on the basis of their ability to perform the essential functions of the job in question. Likewise, their work will be evaluated on their performance of these essential functions. We will offer reasonable accommodation to individuals with disabilities, to the extent that Company resources allow without undue hardship. As part of our equal employment policy, there will be no wage differentials based on gender, between men and women employed in the same establishment, on jobs that require equal skill, effort, and responsibility, and which are performed under similar working conditions.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Managing Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job DescriptionABOUT THE ROLE Logistics Property Company is a fully integrated owner-operator focused on the acquisition, development, and management of modern logistics properties in key U.S. markets. We are seeking a talented and motivated Development Associate to join our dynamic team in Dallas, Texas. This role offers an exciting opportunity to contribute to the growth and success of our projects, leveraging your analytical skills and market insights to drive strategic decisions and optimize development processes. RESPONSIBILITIES Responsibilities include but are not limited to: • Support the development strategy across the Mountain market, ensuring alignment with regional goals and objectives., • Assist in preparing project budgets and underwriting models., • Analyze market data to assess and support the viability of potential deals, providing actionable insights., • Evaluate risks associated with new transactions, offering recommendations to mitigate potential issues., • Prepare investment documents for presentation to senior management, Investment Committee, and Asset Management Committee., • Participate in Investment Committee and Asset Management Committee calls and meetings to provide insights and support decision-making., • Conduct market research to prepare reports and comparable analysis to support investment papers., • Conduct feasibility studies, financial analysis, and due diligence for new projects, including determining project impact fees and plan check fees., • Communicate with external vendors and consultants (attorneys, engineers, architects, etc.) during all project stages to ensure success., • Coordinate with the company's internal and external legal teams on project documents and contracts., • Participate in municipal meetings and hearings to gain entitlements, annexation, zoning, and permitting approvals., • Coordinate with the capital markets team on debt closing and monthly funding processes., • Prepare monthly and quarterly project reports to track progress and performance., • Participate in marketing, construction, and operational meetings to ensure alignment and successful project execution., • Attend networking and broker events to build industry relationships and market knowledge., • A minimum of two years of experience, preferably in real estate development, investment, or private equity., • Exceptional communication skills with the ability to collaborate across teams and present complex information clearly., • Strong analytical and problem-solving skills, with the ability to identify issues and propose innovative solutions., • A Bachelor's Degree in Business, Finance, Real Estate, or a related field., • Familiarity with the real estate market and industrial property trends., • Proficiency in financial modeling and data analysis tools., • A proactive mindset and the ability to thrive in a fast-paced environment., • Please note an Excel financial modeling assessment will be a component of the interview process.COMPENSATION EEO Statement Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications, job requirements and business needs without regard to race, color, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and or any other status protected by applicable local, state, and federal law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email .

Job DescriptionCompany OverviewJunonia Partners provides Outsourced CFO and Controller services to investment advisors of hedge funds, private equity funds, and venture capital funds as well as to institutional investors such as foundations and family offices. Upon realizing the value and importance of having a strong back-office partner, Junonia was founded to focus on providing the highest level of partnership: treat each client’s business as if it was your own. Our experience in both in-house and service provider roles has shown us what matters most to investment managers who want more than just another consultant or service provider. Build for tomorrowThink long-term solutions and processes, not band-aids Serve as a partnerNot just a consultant or another service provider Go the extra mileDelivering what’s expected, on schedule is table stakes Position Overview We are actively building our team through hiring Interns, Associates, Managers, and Directors. Title and level of seniority are based on a candidate’s individual background and relevant work experience. Interns support core outsourced CFO and Controller engagements, including assisting with fund launches and contributing to project-based initiatives. The role centers on producing accurate, timely financial and operational work product while learning the structural frameworks that support client environments. The position is designed for individuals who take satisfaction in solving operational problems, building efficient systems, and producing dependable, detail-oriented work. While interns work closely with Associates and senior team members, performance is measured through execution quality, reliability, and responsiveness. Work is varied and intellectually demanding, often requiring the evaluation of incomplete information, the documentation of new procedures, and the refinement of existing processes as client strategies evolve. Strong candidates demonstrate accountability for their assignments, comfort operating with guidance, and the ability to prioritize effectively across multiple concurrent tasks. This role provides exposure to diverse fund structures, strategies, and operational models, offering insight beyond more narrowly defined internships. It is particularly well suited for individuals motivated by mastery, technical development, and the opportunity to contribute meaningfully within a growing firm. Advancement and expanded responsibility are based on demonstrated performance rather than tenure.RESPONSIBILITIES • Assist with reviewing fund administrator NAV packages and supporting workpapers., • Support tri-party reconciliations between prime brokers, administrators, and the clients’ OMS., • Help prepare and review management fee and incentive allocation calculations., • For private equity and venture capital funds, assist with capital call and distribution calculations for private equity and venture capital clients., • Provide treasury management services to both fund and management company entities, including reviewing invoices, properly allocating expenses, performing call backs, and processing payments., • For management company clients, help prepare financial statements, cash forecasts, and budgets., • Help document operational workflows and identify areas for process improvement., • Participate in new fund launch support including document review and service provider onboarding., • Provide general analytical and project support to the internal operations team., • Assist with software implementations and data migrations by validating data integrity and reconciling balances., • Assist with audit and tax liaison by preparing and compiling supporting documentation.REQUIRED EXPERIENCE, SKILLS, AND QUALIFICATIONS, • Current Junior or Senior pursuing a Bachelor’s degree in Accounting or Finance (strong accounting focus preferred.), • Strong academic background with demonstrated interest in financial services or alternative investments., • Proficient in Microsoft Excel; comfortable learning new systems and software., • Analytical mindset with strong attention to detail and problem-solving abilities., • Clear communicator with strong written and verbal skills., • Strong organizational skills to be able to handle multiple projects at once.We value diversity and are committed to making hiring decisions based on the skills and experience needed to be successful in this role. We are an equal opportunity employer and we welcome your application!

Job Description Investment Management / Funds Partner A leading law firm is seeking an Investment Management / Funds Partner to join a well-established and strategically significant investment management practice. Within this firm, investment management is treated as a dedicated industry group rather than an extension of general corporate work. The platform is fully integrated, bringing together fund formation, regulatory, transactional, and litigation professionals who focus exclusively on financial services clients. This opportunity is ideal for a partner whose practice is centered on investment managers and fund sponsors—particularly in the middle market—and who values deep specialization, strong regulatory support, and collaboration across complementary areas such as private credit. Core Responsibilities Fund Formation & Sponsor Advisory Act as primary outside counsel to investment managers and sponsors on: • Closed-end fund formation (primary focus), • Hedge funds, • Private equity funds, • Fund structuring and economics, • Regulatory considerations and compliance frameworks Integrated Platform Collaboration • Partner closely with a dedicated investment management regulatory team, including professionals with prior government experience, • Collaborate with transactional lawyers focused on financial institutions and funds, • Work alongside litigators dedicated to investment management and financial services clients, • Maintain and expand long-term relationships with fund sponsors and managers, • Identify cross-selling opportunities across:, • Fund formation, • Regulatory and compliance counseling, • Transactions involving portfolio companies or affiliates, • Dedicated investment management attorney (not a general corporate practitioner), • Strong background advising sponsors on closed-end funds, • Experience with hedge funds, private equity sponsors, and credit fund sponsors, • Practice aligned with middle-market clients, • Experience advising repeat sponsors with ongoing fund programs, • Portable book of business preferred (especially for equity consideration), • Flexibility based on strategic fit, growth potential, and ability to leverage platform resources Deep Regulatory Capabilities Strong in-house regulatory expertise across: • SEC and CFTC matters, • Fintech, • Blockchain and digital assets, • Commercial, client-focused approach, • Emphasis on serving as a trusted business advisor, • Collaborative and low-ego environment, • Active participation in cross-practice initiatives and long-term platform growth expected

Job DescriptionWe’re hiring a licensed home inspector to assess the safety of our clients’ properties! You’ll conduct building inspections, document any damages, and provide clients with a thorough inspection report. The successful applicant will be a detail-oriented professional and a great communicator. This is a great opportunity for someone who likes flexibility in their day and loves helping people. Sound like something you’d love? Please apply today!Compensation: $67,500 per year Responsibilities: • Flag specific repairs that might be needed, so homeowners can improve the property before it is sold, • Coordinate with the homeowner’s real estate agent to arrange for access to the property, • Go through residential homes top to bottom to evaluate any repairs that need to be made, • Write a detailed report following each inspection that includes photos and specific descriptions of any damages observed, • Go through residential homes or commercial properties top to bottom to evaluate any repairs that need to be made., • Communicate clearly and professionally with customers, providing clear explanations when needed and informing them of any deficiencies in a non-alarming way as trained by Forerunner., • Draft a comprehensive report, with photographs, to help buyers and sellers understand exactly what the inspection revealed., • Keep clients updated and promptly respond to requests so customers feel informed., • Excellent organizational skills and multitasking skills, • Understands components of assessing needed repairs for an entire home, including electrical, plumbing, HVAC, security systems, and more, • Has no problem with heights or confined spaces; able to evaluate roofs, crawl spaces, and attics, • High school diploma or equivalent required, • Strong written and verbal communication skills and customer service skills are a must Join Forerunner Inspections Inc. Where we empower others in the belief and fulfillment of their dreams—one inspection at a time. If you’re ready to make an impact in the Dallas/Ft. Worth Metroplex and be a vital part of home buyers’ biggest decisions, we’re looking for you! Vision • Build an excellent inspection community, • Commit to learning and development, • Impact/Empower, • Excellence, • Fun/Community, • Creativity, • Diversity, • Forward Thinking

Job DescriptionAbout Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins., • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with., • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas., • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change., • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. Lantern is on a mission to transform how people access specialty care — connecting members to top-performing surgeons, oncologists, and infusion therapy providers when they need it most. As Director of Member Growth and Activation, you will own the strategies and programs that drive member awareness, engagement, and utilization across Lantern's growing book of business. This is a high-impact, cross-functional role at the intersection of member experience, data-driven marketing, and health benefits — one that directly shapes the number of lives Lantern touches. In this role, you will partner closely with Client Success, Creative, Product, Analytics, and Member Care teams to design and execute activation campaigns that move members from benefit awareness to active engagement. You will be responsible for identifying growth opportunities across Lantern's employer and health plan client base, building scalable playbooks for new client launches, and continuously optimizing the member growth channels and tactics to increase awareness of and engagement with Lantern's surgery, cancer, and infusion care solutions. This is an opportunity to make a measurable difference in the health outcomes and financial well-being of millions of Americans. Location: Hybrid 3x a week (Dallas, NYC, Chicago or Vancouver) Responsibilities: • Own and drive member activation and engagement metrics across Lantern's full client portfolio, including surgery, oncology, and infusion therapy lines of business, • Develop and execute multi-channel member engagement strategies (email, SMS, direct mail, employer communications, digital) to increase awareness and member response rates, • Build and manage scalable onboarding and launch playbooks for new employer and health plan clients, ensuring fast time-to-activation for newly eligible members, • Partner with Client Success & internal Marketing teams to identify opportunities within existing accounts to improve member engagement and deepen program penetration, • Use data and analytics to segment member populations, identify high-opportunity cohorts, and personalize activation outreach for maximum impact, • Collaborate with the Marketing team to develop compelling member-facing content and campaigns that clearly communicate the value of Lantern's benefits, • Lead A/B testing and experimentation programs to continuously improve engagement rates, conversion, and member satisfaction, • Establish and track KPIs for member growth and activation, delivering regular reporting and insights to senior leadership and key stakeholders, • Manage a growing budget across channels to ensure strong CAC management and ensuring strong incrementality and ROI, • 8+ years of experience in growth marketing, performance marketing, lifecycle marketing or a related growth/marketing function, • 3+ years in a leadership or director-level role with responsibility for strategy, team management, and measurable business outcomes, • Demonstrated track record of building and scaling member or consumer engagement programs - healthcare, benefits, or related industry experience is helpful, but not required, • Strong analytical skills with the ability to translate data into actionable strategies, • Experience with CRM platforms, marketing automation tools, and BI tools, • Proven ability to collaborate across functions — including client-facing teams, marketing, product, and analytics stakeholders, • Experience owning and driving performance marketing across multiple channels — including email, SMS, paid digital, direct mail, and in-app communications — with a strong understanding of channel mix optimization and audience targeting, • Demonstrated experience managing marketing budgets and optimizing against member acquisition and activation metrics, including cost per acquisition (CAC), conversion rates, incrementality measurement, and return on program investment, • Be intellectually curious: Experience with consumer behavior frameworks and applying them to customer adoption and awareness challenges, • Have a bias toward testing, measurement, and incrementality – you want to test everything and constantly work to find a better way to reach customers, • Be comfortable operating in a fast-paced, high-growth environment with evolving priorities and a bias toward action, • Possess strong instincts for member empathy — an ability to translate complex clinical and benefits information into clear, accessible, motivating messaging, • Data fluency: ability to build and interpret dashboards, run cohort analyses, and develop performance benchmarks without heavy reliance on a data team, • Experience with multi-stakeholder ecosystems and an understanding of how member to drive clear marketing strategy and alignment across the organization, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Short & Long Term Disability, • Life Insurance, • 401k with company match, • Paid Time Off, • Paid Parental Leave Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job Description OXXO USA is redefining the convenience store experience across the United States through customer‑centric service, operational excellence, and data‑driven growth. As part of FEMSA’s global retail platform, we are expanding rapidly and investing in analytics, innovation, and strategic decision‑making to fuel long‑term value creation. We’re looking for a Senior Business Intelligence Analyst to play a critical role in transforming complex data into actionable insights that drive performance across our business. JOB SUMMARY The Senior Business Intelligence Analyst serves as a strategic thought partner to business and functional leaders, using advanced analytics, modeling, and visualization to support operational, financial, and strategic decisions. This role works independently on complex problems, leads analytics initiatives, and acts as a subject‑matter resource for less experienced team members. You will analyze large, complex datasets from multiple sources, build models to evaluate performance and future scenarios, and communicate insights that influence key business outcomes. KEY RESPONSIBILITIES: • Analyze, model, and interpret operational, financial, and organizational data to assess business performance and identify opportunities for improvement, • Develop advanced analytical models to evaluate operational changes, market dynamics, and strategic initiatives, • Build and maintain business intelligence dashboards, reports, and visualizations that clearly communicate insights to stakeholders, • Partner cross‑functionally with Operations, Finance, Marketing, and Leadership to support data‑driven decision‑making, • Quantify the impact of business initiatives and provide scenario and sensitivity analyses to support planning and investment decisions, • Apply statistical, mathematical, and predictive modeling techniques to high‑volume, complex datasets, • Identify trends, risks, and opportunities within business segments and competitive markets, • Translate complex analytical findings into clear, actionable recommendations for both technical and non‑technical audiences, • Lead or significantly contribute to analytics projects and ongoing performance tracking initiatives, • Bachelor’s degree in Business, Economics, Mathematics, Statistics, Finance, or a related field, • 5+ years of experience in business intelligence, analytics, or a related discipline, • Strong experience analyzing large datasets and building analytical or financial models, • Advanced proficiency in Excel and spreadsheet‑based modeling, • Demonstrated expertise with business intelligence, visualization tools, and data warehouse (e.g., SQL, Snowflake, Power BI, Tableau, Qlik), • Strong problem‑solving skills with the ability to navigate ambiguity and complex business questions, • Business leaders rely on your insights to make informed decisions, • Analytical models and dashboards are trusted, accurate, and widely used, • Complex problems are translated into clear, data‑backed recommendations, • You proactively identify opportunities to improve performance and efficiency, • You elevate analytics capabilities across the team by sharing knowledge and best practices All activities will be performed in support of the strategy and vision of the organization. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must comply with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations. While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail

Job Description If being a part of a world-class organization that operates in some of the most advanced technological environments around the world sounds like a dream job, Network Connex might be the right fit for you! You’ll be part of a team working together to solve customer problems every day, with compensation and benefits that are an investment in your career, financial future, and overall well-being. In addition to competitive base pay, Network Connex offers a comprehensive benefits package designed to support your physical, mental, and financial health you can begin participating in our programs on the first of the month following your start date. Join our Vanguard 401(k) plan, with immediate vesting and a generous company match to help you build long-term financial security. Our team also enjoys 10 paid company holidays, a generous PTO accrual schedule, and access to discounts on useful products and services. As a Datacenter Cable Technician, you will be responsible for the installation and management of low voltage cabling in our data center business line. Your role will involve working with various types of cabling systems, ensuring that all installations meet industry and customer standards and specifications. You will collaborate with other team members to maintain a safe and efficient work environment and contribute to the overall performance of the data center infrastructure. Your attention to detail and technical skills will be essential in ensuring seamless connectivity and reliability for our clients. Key Responsibilities: • Install various low-voltage cabling systems, including copper and fiber optics., • Conduct tests to ensure proper installation and functionality of cabling., • Follow industry standards and safety protocols throughout the installation process., • Collaborate with team members to plan and execute installation projects efficiently., • Maintain accurate records of installations, modifications, and repairs., • Experience in low-voltage cabling installation or a related field., • Knowledge of cabling standards and best practices., • Strong problem-solving skills and attention to detail., • Ability to work effectively in a team-oriented environment. EEOC-Minority/Female/Disability/Veteran Network Connex believes all persons are entitled to equal employment opportunities and does not discriminate against employees or job applicants because of race, color, gender, affectional or sexual orientation, domestic partnership status, ancestry, religion, national origin, citizenship status, marital status, disability, veteran status, age or any other protected group status. Upon acceptance of an offer, all candidates will be required to pass a background check and drug screening.

Job Description About us: We believe the next generation of financial services will be powered by stablecoins. Founded in 2021, our mission at BVNK is to accelerate global money movement. We're building stablecoin-native infrastructure so businesses can move value instantly across borders and networks. With global licenses and T1 bank partnerships, we facilitate billions in transactions for enterprise clients like Worldpay, Deel, LianLian Global, and Rapyd. Our technology is transforming how businesses operate globally by eliminating payment delays, reducing costs, and unlocking trapped capital. We're a diverse team spread across EMEA, North America, and APAC, with a shared belief that stablecoins are the new infrastructure layer for financial services, and that BVNK is at the forefront of this shift. In 2025, we secured strategic investment from Visa, following our $50 million Series B with Haun Ventures, Coinbase Ventures, Scribble Ventures, DRW Venture Capital, Avenir, and Tiger Global. With the backing of these leading investors, we're accelerating our growth – and we're looking for smart, ambitious people to help us build the future of financial services. We're incredibly honored to have made Newsweek's list of The Top 100 Global Most Loved Workplaces three years running (most recently in 2025) and to have been recognised by LinkedIn as one of the Top 20 Startups in the UK in 2024. About this role in the team: We pride ourselves on innovation, creativity and developing within a rapidly expanding industry. Our accelerated growth is driven by our successful product offerings. BVNK is seeking an experienced, motivated, and proactive candidate that is fluent in Spanish to join our Commercial team as the Sales Director - Fintech & PSP in the United States. This role reports directly to the SVP, Fintech & PSP but will work closely with other functions within the business. This role will encompass all aspects of the sales process; lead generation, relationship building, onboarding, and ongoing account management and client service. The candidate will work closely with the Commercial team to acquire and develop new relationships with relevant clients. You will utilize your extensive network and industry knowledge to identify and pursue new business opportunities, leveraging your network of contacts to generate leads and close deals. Key Areas of Responsibilities: • Increase revenue for BVNK across all product lines, • Acquire and maintain relationships with clients in financial verticals, • Understanding the needs of clients at every stage of their development and consider how BVNK may continue to add value while also evaluating competitor activities, • Work with commercial lead to build and manage pipeline of clients as well as developing the commercial strategy for adequate coverage of targeted verticals, • Utilize your extensive network and industry knowledge to identify and pursue new business opportunities, leveraging your network of contacts to generate leads and close deals., • Provide accurate sales forecasts, reports, and performance analysis, • Be the commercial point of contact for product managers to understand customer pain points, product requests and feedback, • Experience - 5+ years end to end sales & business development, • Experience developing business within the fintech / digital asset industry, • Successful track record for managing relationships and closing business, • Fluent in Spanish, • Experienced in successfully managing multiple projects at the same time, • Fair and competitive salary at every stage of your growth, • Meaningful ownership in the business through our employee option scheme, • Flexible working hours, with hybrid working at its heart, • A culture built on passionate, growth-minded people, • A flexible approach to holiday, • Opportunities to travel to our offices around the world, • An open and creative environment where you can help us define the future of BVNK, its culture, and its opportunity sets Salary Range - $120,000 - $150,000 per year + Uncapped Commission At BVNK, we are focused on building a diverse and inclusive team. While you may not meet all of our requirements, we'd encourage you to apply if you meet the majority of our expectations. You may be a great fit for this role or another role in our team.

Job DescriptionSalary: About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digitalcredit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role - ACapital Markets Loan Packaging & QC Specialist serves as a key contributor on our Capital Markets team, with a primary focus on loan review, quality control, post-closing, and due diligence. This role is responsible for ensuring all loan files are complete, accurate, and compliant with investor requirements prior to delivery. This position will perform detailed post-closing quality control reviews, identify and resolve documentation deficiencies, and prepare loan files for due diligence and investor submission. Your ability to manage loan packaging, maintain data integrity, and and coordinate across teams will ensure smooth loan delivery, minimize investor exceptions, and support timely, successful sales. Key Responsibilities: • Perform detailed loan review and post-closing quality control (QC) audits on funded loans to ensure completeness, accuracy, and compliance with investor and due diligence requirements, • Identify missing, incorrect, or inconsistent documentation/data; drive resolution by coordinating corrections, re-requests, and document remediation, • Manage end-to-end loan packaging, ensuring all files are properly organized, labeled, and prepared for due diligence and investor delivery, • Review due diligence findings, reconcile exceptions, and clear conditions to ensure loans meet sale eligibility requirements, • Coordinate with third-party due diligence providers and internal teams to facilitate timely file reviews and re-submissions, • Track loan status throughout the post-closing and delivery lifecycle, including outstanding conditions, exceptions, and deadlines, • Maintain accurate records within the loan management system to reflect real-time QC status and delivery readiness, • Produce reports and status updates on loan quality, deficiencies, and delivery timelines to support leadership and capital markets execution, • Partner cross-functionality with closing, underwriting, compliance, and capital markets to resolve issues and ensure seamless loan flow, • Recommend and implement improvements to QC processes, checklists, and packaging workflows based on trends and recurring deficiencies Required Skills and Qualifications: • Bachelor's degree preferred; equivalent professional experience will be considered, • Minimum of three (3) to five (5) years of mortgage operations, loan delivery, post-closing review, secondary market, or related experience, • Advanced knowledge of underwriting, credit, title, closing documents, and investor delivery standards., • High attention to detail and ability to spot inconsistencies, gaps, or risk exposures, • Excellent organizational, project management, and multi-tasking skills (handling many loan files at different stages), • Strong written and verbal communication skills to request, explain, and follow up with internal and external parties, • Proficiency in loan origination/servicing systems, document management, and tracking workflows, • Sound judgment and escalation instinctsknowing when to push issues upward or negotiate resolutions Performance Qualifications: • Experience in secondary market investor delivery, knowledge of due diligence protocols, or exposure to capital markets Performance Metrics / Success Indicators: • Percentage of loans that pass due diligence without exceptions or rejections, • Time (in days) from closing to investor delivery, • Average time to resolve document or condition issues, • Accuracy of status tracking vs. actual file state, • Reduction in investor rejections or corrections over time, • Throughput (number of loans processed per period) while maintaining quality Compensation & Benefits: Crebridprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements At Crebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visitcrebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster. Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it! Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose. Siepe is seeking a Senior Software Engineer to join our CLO Compliance engineering team and help modernize and extend a mission-critical SaaS platform that powers complex compliance workflows, regulatory reporting, and risk management for CLO investment management firms. This role is ideal for an engineer who thrives in AI-first development workflows using tools like Claude Code and GitHub Copilot to accelerate delivery, while maintaining high standards for correctness, testing, and production reliability in a mature, domain-rich financial system with 2,600+ business rules governing indenture compliance. What You’ll Be Doing Application Development (70%) • Use AI tools (Claude Code, GitHub Copilot, ChatGPT) to accelerate feature delivery across multiple workstreams while maintaining strong engineering rigor., • Build and maintain .NET 8 / C# REST APIs for CLO compliance, testing, and reporting., • Implement complex business logic for indenture compliance tests and financial rules., • Enhance domain models for CLO structures, positions, compliance tests, and results., • Extend dynamic rule execution frameworks (LINQ, expression trees, dynamic runtime)., • Apply CQRS patterns for scalable command/query separation and high-performance I/O. Platform Modernization & AI Enablement (15%), • Make the codebase “AI-ready” by upgrading legacy .NET components, removing obsolete libraries, and improving architecture boundaries without breaking production behavior., • Produce guiding documentation and examples for AI-assisted development (prompting patterns, review checklists, test scaffolding, safe refactor approaches)., • Introduce/strengthen unit + integration test coverage to create safe feedback loops for AI-generated changes., • Build context systems that improve AI effectiveness (e.g., curated architecture notes, service maps, dependency graphs, domain vocabulary). Testing & Quality (15%), • Write unit tests with NUnit and mocking frameworks (e.g., Rhino.Mocks) and expand integration coverage across APIs and data layers., • Participate in code reviews with a focus on validating AI-generated code for correctness, security, maintainability, and performance., • Troubleshoot production issues using logs/metrics (Serilog, health checks), debug root causes, and ship safe fixes with strong test coverage.What You'll Bring, • AI-first workflow mindset — confidently direct, review, and validate AI-generated code to ship features safely and fast, • Strong .NET/C# fundamentals: SOLID, design patterns, DI, and testing discipline in real production environments, • 3+ years professional C#/.NET experience (modern .NET 6+; ideally .NET 8/10), • Experience building ASP.NET Core Web APIs and designing maintainable REST services, • SQL Server skills (complex queries, joins, stored procedures; performance tuning), • Familiarity with DI/IoC patterns (Unity and/or built-in DI) and clean service registration, • Experience with NUnit (or similar) and automated testing practices (unit + integration), • Git-based collaboration workflows and comfort working across a multi-service backend, • Experience modernizing legacy systems (e.g., migrating .NET Framework to modern .NET, replacing obsolete libraries, incremental refactors with production stability), • Understanding of LLM integration patterns: tool use, agentic loops, embedding pipelines, prompt engineering, semantic search, • “Embedding-driven” context assembly concepts (e.g., using metadata like stored procedures, property catalogs, sample queries to build context-relevant prompts), • Expression tree / Roslyn experience (strong plus), • Fintech / investment management / compliance platform experience (CLOs, structured credit, regulatory workflows), • Observability patterns (Serilog, health checks, monitoring), Docker/containerization exposure, • Performance optimization for data-intensive financial systems

Job Description We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.” The Regulatory Reporting Financial Specialist prepares and submits regulatory filings in compliance with credit union regulations, policies, and accounting standards. This role also supports budgeting for the credit union and its subsidiaries and prepares the quarterly NCUA Call Report. What You'll Do: • Lead quarterly NCUA Call Reports, financial performance reporting, and required Federal Home Loan Bank and Federal Reserve submissions., • Manage IRS Form 945, state tax withholdings, property tax filings, and CUSO tax and registry requirements., • Conduct variance and trend analyses and support annual budget and capital planning with actionable financial insights., • Resolve complex reporting issues and respond to ad hoc financial and regulatory requests., • Maintain key systems, including the lease database, MERIT, and investment broker compliance records., • Monitor financial and regulatory changes and advise leadership on necessary updates., • Improve accounting workflows to enhance efficiency, accuracy, and compliance., • Support the AVP–Finance with special projects and strategic initiatives. The base range for this position is $75,000/yr. - $95,000/yr. based on experience, plus incentives. Must be willing to occasionally work a flexible work schedule to meet important deadlines. Requirements EDUCATION and/or EXPERIENCE Bachelor's degree (B.S.) in Finance, Accounting, or a related field, with at least three years of experience in financial reporting, regulatory compliance, or a similar role. Strong proficiency in Excel and reporting tools is strongly desired. Benefits What We Offer: Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer: • Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes)., • Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve., • Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries., • Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals., • Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.

Job Description Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. IT Infrastructure Engineer Reports to: IT Infrastructure Engineering Senior Manager FLSA Status: Full time The Company Meriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry. Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us. We base those standards around a set of values that we hold tightly to, ensuring we are building the right thing, at the right time, with the right people. We know that business is earned – never given – and that's why we're serious about what we do. Working together, we'll co-create lasting growth by defining big visions and hammering down little details. Our resources streamline business processes and provide access to a network of teams with extensive industry experience. The Opportunity We are seeking a highly skilled and motivated IT Infrastructure Engineer to oversee the company's IT infrastructure, ensuring its stability and efficiency while engineering effective solutions. This role combines hands‑on execution with engaging external technology partners, as needed, to help implement and embed our IT standards within a portfolio company. The IT Infrastructure Engineer is also responsible for supporting gap assessments by identifying where a portfolio company does not meet a given standard and helping to address and close those gaps. Additional responsibilities include building projects such as implementing audio visual solutions for conference rooms and other workspaces, meeting building security requirements including access control and camera systems, addressing low‑voltage needs, and installing network equipment, printers, and other technology equipment as required. They possess excellent interpersonal and communication skills, both oral and written, and can articulate ideas to both technical and non-technical audiences. Responsibilities • Engineer and maintain IT systems and infrastructure., • Create and maintain IT infrastructure roadmaps., • Research and evaluate new infrastructure technologies and services, performing PoCs and pilots where appropriate., • Collaborate with DevOps, Service Delivery, and Cyber Security teams to design infrastructure that meets performance, reliability, and security requirements., • Deliver internal training or knowledge sharing sessions on infrastructure tools and processes., • Provide infrastructure impact assessments for proposed changes and new applications., • Provide technical input on RFPs and vendor selection related to infrastructure services and solutions., • Maintain awareness of emerging infrastructure trends and recommend adoption where beneficial., • Participate in governance forums or CABs as needed to represent infrastructure interests and risks., • Act as a subject matter expert for infrastructure topics to IT leadership and business stakeholders, advising on feasibility and risk., • Assess, plan, and execute the transition of network infrastructure to align with company standards. This includes hardware, software, and network configuration., • Work closely with internal and external stakeholders, including IT teams, vendors, and new company representatives, to ensure successful project execution., • Identify and mitigate potential risks and issues related to the onboarding and transition process., • Create and maintain comprehensive documentation for all projects, including project plans, network diagrams, system documentation, architecture diagrams, transition procedures, and standard operating procedures., • Perform Layer 2 and Layer 3 network troubleshooting and optimization to ensure seamless communication across devices and applications., • Coordinate with ISPs to address connectivity issues and oversee circuit upgrades or installations., • Train end users in the use of equipment and software., • Minimum 5 years of experience in an IT services support role., • Associate's degree preferred., • In-depth knowledge of network infrastructure, including routers, switches, firewalls, and wireless networks., • Strong PowerShell experience preferred., • Strong Office 365 administration experience preferred., • Strong Azure and Windows Server experience., • Strong knowledge of TCP/IP - LAN, WAN, wLAN and vLAN technologies., • Strong knowledge of MS Active Directory infrastructure., • Familiarity with IP Telephony and cell phone technology., • iOS experience preferred., • Excellent analytic and problem-solving skills., • Capable of working independently with minimal supervision. Additional Information This position requires travel to Meriton locations and customer sites across the U.S. This job description is not intended to be all-inclusive; employees may perform other related duties as negotiated to meet the ongoing needs of the organization. Meriton is an Equal Opportunity Employer. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship. Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.