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Executive Vice President, Digital Strategy & Growth \n Rochester, NY \n \n JK Executive Strategies is proud to partner with an established, independent marketing and media agency in search of an Executive Vice President, Digital Strategy & Growth to join its leadership team! This executive leadership role is responsible for driving the agency's digital strategy, client success, and long-term growth initiatives. Reporting directly to ownership, the Executive Vice President will oversee digital marketing strategy, mentor high-performing teams, strengthen client partnerships, and help shape the organization's future direction. \n \n The ideal candidate is an accomplished agency leader with a balance of strategic vision and hands-on expertise. This individual will be equally comfortable developing growth strategies, advising clients, analyzing campaign performance, leading digital marketing initiatives, and coaching teams to deliver measurable results. \n \n This is an exceptional opportunity to join a well-established organization with a strong reputation, loyal client base, and a long-term commitment to innovation and leadership development. \n \n Responsibilities \n\n • Provide executive leadership for the agency's digital marketing strategy and long-term growth initiatives.\n, • Partner with ownership and senior leadership to develop and execute strategic business objectives.\n, • Lead client strategy and serve as a trusted advisor for key client relationships.\n, • Oversee the planning, execution, and optimization of integrated digital marketing campaigns. \n, • Guide strategy across paid search, paid social, SEO, analytics, and performance marketing initiatives.\n, • Analyze campaign performance and leverage data to drive continuous improvement and measurable client outcomes.\n, • Mentor, develop, and lead a high-performing digital marketing team while fostering a collaborative, results-oriented culture.\n, • Identify opportunities to expand client relationships, grow revenue, and enhance agency capabilities.\n, • Contribute to succession planning and the organization's long-term strategic vision.\n\n \n Requirements \n\n • Bachelor's degree in Marketing, Communications, Business, Digital Media, or a related field required; Master's degree or MBA preferred.\n, • 10+ years of progressive leadership experience within a digital marketing agency environment.\n, • Demonstrated expertise in Google Ads, paid social media, SEO, analytics, and performance marketing.\n, • Proven success developing and executing integrated digital marketing strategies that deliver measurable business results.\n, • Experience leading, mentoring, and developing high-performing teams while fostering a collaborative, results-oriented culture.\n, • Strong executive presence with the ability to build trusted client relationships, influence strategic decisions, and represent the organization at the executive level.\n, • Proven ability to identify business growth opportunities, expand client relationships, and contribute to agency growth initiatives.\n, • Experience managing multiple client accounts while balancing strategic leadership with hands-on execution.\n, • Entrepreneurial mindset with a passion for innovation, continuous improvement, and helping shape the long-term success of an organization.\n, • Excellent communication, presentation, analytical, and relationship management skills.\n\n Salary Range \n\n • $150k + commission & variable compensation\n\n \n JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Job Description Insero Talent Solutions is recruiting for a Controller/Finance & Operations Strategist for our well-established and growing professional services client. This opportunity reports directly to the Owner/President. It is located in Downtown Rochester and is a primarily in-office position in a newly renovated office space. This client strongly prioritizes work-life balance so there is no overtime or weekends. Salary $95K to $105K plus bonus potential and competitive benefits. Highlights: o Lead the financial strategy of a stable, growing company o Work directly with the owner to shape decisions o Bridge finance, operations, and technology to drive smarter outcomes Company Overview Our client is a well-established company that is well respected throughout the New York real estate industry. Their team of approximately 35 employees has an average tenure of over 15 years. They pride themselves on long-term relationships, operational stability, and continuous improvement, and are seeking a financial & operations strategist who can bridge the gap between finance, operations and technology to drive their business forward. The Opportunity As senior financial manager and strategic partner, you will transform financial and operational data into actionable insights that inform business decisions. You will oversee the accounting operations performed by two full-time bookkeeping staff, ensuring the integrity of financial information. Collaboration with senior leadership and the IT development team will be crucial in enhancing systems, reporting, and business intelligence. The ideal candidate will be both hands-on and forward-looking, capable of managing daily accounting while elevating analysis, forecasting, and process improvement. Key Responsibilities: Financial Leadership · Supervise A/P, A/R, payroll, and general ledger activities performed by bookkeeping staff · Review reconciliations and ensure accuracy of monthly, quarterly, and annual closes · Produce timely and reliable financial statements · Maintain compliance with GAAP and company policies Reporting & Business Insights · Develop meaningful management reports, KPIs, dashboards, and cash flow projections · Analyze trends, margins, and performance across products, clients and departments · Provide variance analysis and actionable recommendations to leadership · Support budgeting, forecasting, and scenario planning Strategic Partnership · Act as a financial advisor to ownership in support of decision-making · Identify opportunities to improve profitability, efficiency, and cost control · Participate in operational and technology initiatives impacting financial data and reporting · Evaluate investments, contracts, and growth opportunities Systems & Process Improvement · Lead QuickBooks and related financial systems · Partner with IT development to enhance automation, integrations, and data visibility · Strengthen internal controls and documentation · Improve workflows between accounting and other departments External Relationships · Serve as primary liaison with outside CPA firm, tax preparers, auditors, banks, and other financial partners Qualifications · 5+ years of progressive accounting/finance experience · BS in Accounting or Finance · Strong expertise in QuickBooks (Online and/or Desktop) or other accounting software · Demonstrated strength in financial analysis and translating data into insight · Experience leading and supervising staff · Advanced Excel/spreadsheet capability · Thorough understanding of information technology procedures and practices · Strong business acumen and communication skills · Ability to operate both strategically and tactically Preferred · Experience in a small to mid-sized company, ideally reporting to or working closely with senior management/ownership · Background working with system implementations or data integrations • Interest in working with operations and logistics in addition to accounting/finance, • Experience developing and overseeing projects · Controller-level background · MBA, CPA or CMA a plus What Success Looks Like · Monthly financials within eight business days · Reduction in manual processes · Deliver dashboards used regularly by leadership · Clear visibility into profitability by client, product and department · Improved processes, systems and reporting capabilities Why Join Our Client? · Be part of a collaborative and supportive team. · Work directly with ownership and have a meaningful voice in business decisions · Take on a high-impact role where your insights will shape strategy, not just reporting · Be part of a stable, 25+ year company with a strong reputation and consistent performance · Help drive real improvements in systems, reporting, and operational efficiency · Gain exposure across all aspects of the business, from financials to operations to technology · Contribute to a company committed to continuous improvement and long-term success

Job DescriptionDescription: The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Controller who, under the guidance of the Chief Financial Officer, is primarily responsible for the accurate reporting of all accounting functions, including payables, receivables, and purchasing. They have primary responsibility for ensuring accurate accounting of all grant funds and maintaining compliance with all applicable financial conditions required by grantors. If you want to apply your specialized experience and education in an environment where you can make a difference and significantly impact patients’ quality of life, please consider our Controller opportunity. Requirements: The Controller will ensure to: · Support long and short-term budgetary planning and cost management · Provide recommendations based on financial analysis and projections, cost identification, allocation and revenue/expense analysis · Ensure Jordan Health is in full compliance with financial reporting requirements · Provide grant administration and billing oversight · Conduct regular financial reporting · Ensure Jordan Health remains in compliance with financial regulations Education And Experience Required: · Bachelors degree in Accounting or Finance · Master’s degree, such as MBA in finance, or CPA preferred · Minimum of 10 years’ experience in a financial role, preferably in a health care setting if Bachelor’s degree · A minimum of 5 years’ experience in a financial role if Master’s degree or CPA · Proficient knowledge of Microsoft Office, primarily Excel · Knowledge of Great Plains accounting software preferred · Strong work eithic and emphasis on attention to detail · CPA preferred · Analytical problem-solving ability · Ability to work well under pressure and within short deadlines Benefits: Jordan Health offers a competitive salary and full benefits offering including medical, dental, vision, life insurance, and 403b retirement plan. We offer Professional Development allowance. Jordan Health offers equal opportunities to all persons without regard to race, color religion, age, sex, disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. About Jordan Health: Jordan Health is an independent FQHC, with Level III Patient-Centered Medical Home (PCMH) designation through the National Committee on Quality Assurance. Jordan Health receives funding from the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services. Jordan Health is a network of outpatient primary care offices with providers who follow a panel of patients. While independent, Jordan Health actively collaborates with the major hospital and healthcare systems in our operating area to provide a total safety net of healthcare services.

Job Description Allient Inc. is in growth mode and currently seeking a Strategic Sourcing and Logistics Manager to join our team in Rochester, New York! The Strategic Sourcing and Logistics Manager supports the development and execution of sourcing, supplier, and inbound/outbound logistics strategies to ensure a reliable supply of high-quality, cost-effective materials and components. This role partners closely with Engineering, Operations, Finance, and Customer Service to optimize supplier performance, support new product development, improve supply chain efficiency, and coordinate domestic and international material movement. The position also assists with trade compliance activities and supply chain risk mitigation initiatives. Apply now! Responsibilities: Strategic Supply Chain Leadership • Develop and execute supply chain strategies aligned with company growth objectives, customer requirements, and operational goals., • Support initiatives that improve supply chain resilience, reduce risk, and increase operational efficiency., • Participate in Sales & Operations Planning (S&OP) activities by providing supplier, inventory, and material availability information., • Develop long-term sourcing strategies for critical electronic components, raw materials, and contract services. Procurement & Supplier Management • Develop and maintain strategic partnerships with key suppliers and negotiate pricing, contracts, lead times, and service agreements., • Monitor supplier performance using KPIs including quality, delivery, responsiveness, and cost., • Identify alternate sourcing strategies to mitigate supply disruptions, obsolescence, geopolitical risks, and component shortages., • Collaborate with Engineering and Quality to qualify new suppliers and components., • Inventory & Materials Management, • Optimize inventory levels while maintaining customer service objectives., • Recommend inventory strategies that reduce excess, obsolete, and slow-moving inventory., • Support MRP planning, safety stock policies, forecasting accuracy, and material replenishment. Drive continuous improvements in inventory accuracy and warehouse operations. Logistics & Distribution • Coordinate LTL and parcel shipments to support production schedules and customer delivery requirements., • Manage domestic and international logistics operations, including inbound materials and outbound customer shipments., • Optimize freight costs while maintaining delivery performance., • Ensure compliance with import/export regulations, customs requirements, and trade compliance., • Develop relationships with freight forwarders, carriers, and third-party logistics providers. Operations Collaboration • Partner closely with Manufacturing, Production Planning, Engineering, and Customer Service to ensure uninterrupted production., • Resolve supply chain constraints affecting production schedules., • Support new product introductions by coordinating material readiness and supplier capability., • Serve as the primary liaison between Engineering, contract manufacturers, and suppliers to support design-for-manufacturability, sourcing decisions, and successful product launches. Risk Management • Identify supply chain risks and recommend mitigation plans for critical suppliers and materials., • Monitor market trends affecting electronic component availability and pricing., • Support business continuity plans for supply chain disruptions., • Coordinate supplier recovery activities during shortages or quality concerns. Continuous Improvement • Drive Lean, Six Sigma, and continuous improvement initiatives across the supply chain., • Analyze performance metrics and implement corrective actions to improve service, cost, and efficiency., • Support continuous improvement initiatives utilizing ERP, MRP, analytics, and supply chain planning tools. Compliance & Quality • Support compliance with industry standards including ISO 13485, AS9100, ISO 9001, FDA requirements, ITAR/EAR (as applicable), and customer-specific requirements., • Support internal and external audits., • Ensure suppliers meet regulatory and quality expectations., • Assist in the generation of trade compliance documentation for both incoming and outgoing shipments. Minimum Qualifications: Education • Bachelor’s degree in Supply Chain Management, Operations Management, Business, Engineering, or related field., • MBA or Master's degree preferred. Experience • 5-7 years of progressive experience in strategic sourcing, supply chain, procurement, logistics, or purchasing within a manufacturing environment, • Experience in electronics manufacturing is required., • Experience serving medical devices, aerospace, semiconductor equipment, or other highly regulated manufacturing environments is strongly preferred., • Experience managing global suppliers and international logistics Technical Skills • Strong knowledge of ERP/MRP systems (SAP, Oracle, Epicor, Microsoft Dynamics, or similar)., • Advanced proficiency in inventory management, forecasting, demand planning, and S&OP., • Understanding of electronic components, PCB assemblies, and contract manufacturing environments., • Strong analytical and financial acumen., • Advanced Excel and data analysis skills; experience with business intelligence tools is preferred. Professional Competencies • Strategic thinking and business planning., • Excellent negotiation and supplier relationship management., • Strong project management skills., • Ability to lead cross-functional teams and influence without direct authority., • Exceptional communication and presentation skills., • Effective decision-making in fast-paced, high-mix, low-volume manufacturing environments., • Strong problem-solving and continuous improvement mindset. Key Performance Indicators (KPIs) • On-Time Delivery (OTD), • Inventory Turns, • Inventory Accuracy, • Supplier On-Time Delivery, • Supplier Quality Performance (PPM), • Material Cost Savings, • Forecast Accuracy, • Production Schedule Attainment, • Freight Cost as a Percentage of Sales, • Supply Chain Risk Mitigation Metrics, • Customer Delivery Performance, • Working Capital Improvement Preferred Certifications • APICS Certified Supply Chain Professional (CSCP), • APICS Certified in Planning and Inventory Management (CPIM), • Certified Professional in Supply Management (CPSM), • Lean Six Sigma Green Belt or Black Belt, • Project Management Professional (PMP) Work Environment This position operates in both office and manufacturing environments and may require occasional domestic and international travel to suppliers, customers, and industry events. The role requires close collaboration with manufacturing, engineering, quality, customer service, and executive leadership to support business objectives and ensure supply chain excellence. Don't let this opportunity pass you by - APPLY TODAY! To learn more about Allient Inc. visit www.Allient.com Allient Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Description Insero Talent Solutions has partnered with a flourishing optical company based in Rochester, NY, experiencing substantial growth to recruit a Marketing Director. Position Summary The Marketing Director serves as the senior marketing executive and principal advisor to the CEO on all marketing, branding, communications, and customer engagement initiatives. This position develops enterprise marketing strategies that drive revenue growth, strengthen brand equity, support product innovation, expand market share, and enhance customer experience across all business channels. Scope of Responsibility The Marketing Director has overall responsibility for corporate marketing strategy, digital transformation, brand management, demand generation, licensing, product marketing, communications, e-commerce marketing, retail marketing, analytics, and marketing technology. The role leads internal staff and external agencies while partnering with executive leadership to achieve strategic business objectives. Leadership Responsibilities • Serve as the principal marketing advisor to the CEO and executive leadership team., • Develop long-range marketing strategies aligned with corporate growth initiatives., • Lead enterprise brand architecture across all of the company's brands., • Direct integrated marketing strategies across digital, retail, wholesale, healthcare,, • government, and e-commerce channels., • Lead product launch and go-to-market strategies., • Oversee digital marketing, SEO, SEM, paid media, content marketing, email marketing,, • influencer marketing, affiliate marketing, and social media., • Lead licensing and strategic brand partnership marketing programs., • Direct corporate communications, public relations, executive messaging, and reputation, • Develop annual marketing budgets and measure ROI, ROAS, CAC, CLV, and other key, • performance indicators., • Champion AI, marketing technology, automation, CRM, analytics, and customer, • intelligence initiatives., • Build, mentor, and lead a high-performing marketing department. Education • Bachelor's degree in Marketing, Business Administration, Communications, Public Relations, or a related field, or an equivalent combination of education and progressively responsible marketing experience. MBA or related graduate degree preferred. Experience Required: • 10+ years of progressive marketing leadership experience., • Executive-level experience developing enterprise marketing strategy., • Experience leading multi-brand marketing organizations, digital marketing, budgeting, analytics, and cross-functional initiatives. Preferred: • Manufacturing, optical, healthcare, consumer products, B2B/B2C, e-commerce, and licensed products experience. Knowledge, Skills & Abilities • Enterprise marketing strategy, executive leadership, digital marketing, brand management, licensing, AI-enabled marketing, marketing analytics, financial management, customer insights, public relations, organizational development, strategic partnerships, and executive communication., • Oversee agencies, creative partners, vendors, licensors, and strategic partners., • Conduct market research, competitive intelligence, pricing analysis, and customer insight initiatives., • Engage and strengthen relationships with retail locations, ranging from independent standalone operations to medium and larger-scale businesses. Additionally, develop and execute marketing plans for these locations and collaborate effectively with client marketing representatives to align objectives, share insights, and co-create campaigns that deliver measurable results. Passion for fashion, sports, fandom culture, or entertainment marketing., • Drive innovation in omnichannel marketing and customer engagement.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

Job Description A hospitality and entertainment company in Rochester, NY is seeking a Senior Director, Operations Strategy to lead strategic planning, operating model improvement, performance initiatives, and cross-functional execution across a complex service environment. This leader will partner closely with Operations, Finance, Food & Beverage, Guest Experience, Facilities, Marketing, and executive leadership to improve efficiency, profitability, customer satisfaction, service delivery, and business scalability. Responsibilities • Develop and execute operations strategy across hospitality, food service, and entertainment business units., • Lead strategic initiatives focused on service optimization, revenue growth, cost control, guest experience, and operational consistency., • Partner with senior operations leaders to assess business performance and identify improvement opportunities., • Build business cases, operating plans, dashboards, and implementation roadmaps for major initiatives., • Support annual planning, budgeting, forecasting, and long-range operational planning., • Evaluate staffing models, labor utilization, process workflows, vendor performance, and resource allocation., • Lead cross-functional projects involving new site openings, service model changes, technology implementation, guest experience improvements, menu optimization, venue optimization, or operational transformation., • Translate data, financial performance, operational trends, and guest feedback into practical recommendations for senior leadership., • Establish performance metrics and reporting routines to track progress against operational goals., • Support change management and communication plans for major operational initiatives. Requirements • Bachelor’s degree required; MBA or advanced degree preferred., • 10+ years of experience in operations strategy, business operations, corporate strategy, consulting, hospitality operations, food service operations, entertainment operations, or related fields., • Experience in hospitality, food service, entertainment, restaurants, venues, resorts, gaming, attractions, or similar customer-facing industries preferred., • Strong analytical and financial skills, including experience with business cases, KPIs, budgets, forecasts, dashboards, and performance reporting., • Proven ability to lead complex, cross-functional initiatives from strategy through execution., • Experience improving operating models, service delivery, cost structure, productivity, revenue performance, or guest experience., • Strong project management, communication, stakeholder management, and executive presentation skills., • Ability to influence senior leaders and operators in a fast-paced, multi-site environment., • Comfortable balancing strategic planning with hands-on operational problem-solving. Benefits • $140,000 to $180,000 base salary, plus bonus eligibility Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 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Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

AP Rochester has partnered with a stable, industry leading organization headquartered in Rochester to bring a Sr. Financial Analyst to their team. This company has a direct impact on the livelihood and overall wellness of people; an easy mission and purpose to get behind. \n This new hire will aid in leadership's ability to make decisions by translating data and providing financial insights. Significant growth and development opportunities long-term. \n \n Important to note: this is a fully onsite role and not eligible for sponsorship now or in the future. \n \n Responsibilities \n \n\n • Create and maintain analytical models to evaluate business scenarios, forecast outcomes, and support operational and strategic decision-making.\n, • Produce recurring and ad hoc reporting packages for management, including performance metrics, trend analysis, and key business insights.\n, • Assess operational and financial performance through variance reviews, highlighting significant trends, risks, and opportunities for improvement.\n, • Design and enhance reporting solutions and visualization tools using spreadsheet-based and business intelligence applications.\n, • Work closely with stakeholders across finance and operational functions to improve planning processes, reporting consistency, and decision support capabilities.\n, • Analyze data from multiple business systems and sources to identify meaningful patterns, develop recommendations, and support organizational objectives.\n, • Drive process improvement initiatives by streamlining reporting workflows, increasing automation, and improving data quality and efficiency.\n, • Monitor and evaluate key operational metrics, providing commentary and actionable recommendations to enhance performance.\n, • Develop forecasting models that support both near-term and long-range planning activities across multiple business units and geographic regions.\n, • Support efforts to maximize operational efficiency by assessing current asset utilization, cash cycle performance, and other working capital drivers.\n, • Partner with cross-functional teams to establish, refine, and standardize business performance measurements and reporting methodologies.\n, • Prepare presentations and summary analyses for leadership audiences, translating complex information into clear business recommendations.\n\n \n Qualifications \n \n\n • Bachelor's degree in Finance, Accounting, or Data / Business Analytics required\n, • Preference towards a graduate degree or MBA, but not required\n, • 4+ years of experience within FP&A, treasury, or cash forecasting\n, • Experience within a shared services model strongly preferred\n\n

Job Description About PASCO PASCO has been delivering building automation and energy management solutions since 1972. With offices spanning across New York State, our team of 30+ engineers and automation specialists design and implement systems that monitor and control HVAC, lighting, central plants, and critical building environments. We specialize in customized building automation solutions and integrating both modern and legacy systems to help building owners improve efficiency, comfort, and operational control. Position Overview PASCO is seeking a Building Automation Systems Sales Manager to lead our sales team and drive growth throughout our Upstate New York territory. This role blends sales leadership, technical consulting, and relationship management, working closely with building owners, engineers, and contractors to deliver advanced automation and control solutions. Key Responsibilities • Lead and mentor the sales team in identifying and pursuing new business opportunities, • Develop sales goals and strategies to drive revenue growth, • Maintain strong relationships with customers to ensure long-term satisfaction, • Deliver technical presentations and demonstrate building automation system capabilities, • Work with sales personnel to develop project specifications, point lists, scopes of work, and proposals using plans and drawings, • Assist with bidding and closing new projects, • Collaborate with engineering, operations, and service teams to ensure project success, • Monitor engineering, project management, and subcontractor performance to ensure contract compliance, • Oversee pricing updates, bill-of-material cost structures, and estimating procedures, • Track sales performance and prepare reports measuring success, • Ensure accurate order processing and coordinate project handoff to engineering teams Requirements Required • Bachelor’s degree in Mechanical Engineering, Electrical Engineering, HVAC applications, or related field, or equivalent experience, • 8+ years of experience in building automation systems, HVAC controls, or related industry, • Experience leading or managing a sales team, • Ability to read and interpret engineering drawings and specifications, • Strong leadership, communication, and organizational skills, • Ability to prepare technical presentations and work with engineers and building owners, • Proficiency with standard computer and office software applications, • Valid NY State driver’s license and ability to travel within the territory, • Ability to work extended hours when needed and occasional overnight travel Preferred • MBA or advanced business education, • Experience in Energy Management Systems (EMS) or Building Automation Systems (BAS) Benefits Why Join PASCO • Established company with 50+ years in building automation and controls, • Opportunity to lead sales growth across Upstate New York, • Work alongside a team of highly skilled automation engineers, • Be part of a company focused on efficient, intelligent building environments, • Competitive base salary plus annual bonus

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

Location: Rochester NY Duration: 6 months Job description • Requirements gathering, sourcing, creating and issuing Request for Proposal (RFP), proposal evaluation, contract negotiations, contract drafting and administration. Functionally responsible for ensuring compliance with Company Procurement policy, ethical and legal business practices, and lowest total cost procurement., • Serves as the primary point of contact to assigned business units for sourcing needs. Executes the Client Strategic Sourcing Process which includes; strategic planning, scoping, bidding, contract execution, compliance, and supplier management activities for assigned categories., • Must have in depth industry and category expertise in area of concentration. Will have knowledge of trends, should cost models, ability to develop long term sourcing strategies, and be able to develop a pipeline of initiatives to drive cost out of the spend area., • Participates in cross-functional teams comprised of business managers, Legal, Risk Management and other impacted organizations to coordinate Company sourcing activities. Demonstrated ability to build and analyze financial models to evaluate proposal scenarios and present recommendations in a clear and concise format., • Structures contracts as to pricing, performance measures, and breach of contract remedies and/or termination options. Must be skilled in negotiating, renegotiating, and administering contracts with suppliers and vendors such that the best interest of the Company is paramount., • Must be adept at communicating with vendors and internal business partners to establish and maintain credibility for the sourcing function, while increasing service to our internal business partners - improving the quality and performance levels of the supply base to achieve the lowest total cost to the Company., • Must be able to develop, coordinate and control multiple process and or projects, achieving on time contracting services to satisfy the operating requirements of the Company, while delivering a high level of customer service to the organization., • Must be able to create and maintain documentation, in adherence with policy, to meet internal and external audit requirements., • Must have excellent written communication skills to effectively and accurately convey detailed and complex information regarding contract specifications, policies and procedures to consultants/contractors and internal clients., • Computer skills should include proficiency in MS Office including: Word, Excel and Power Point. Experience working with Lotus Notes, Access, Visio, MS Project, E- Emptoris, and Document Imaging systems is also desired., • Able to comfortably interface with all levels, inside & outside the organization. Educational & Experience Requirements: The successful candidate should have a bachelor's degree in Business Administration, Accounting or Engineering. MBA or equivalent background is preferred. Professional purchasing certification is desirable. • Solid background in supply chain management, procurement, or project management with an emphasis on strategic sourcing with 3+ years' of related experience., • Demonstrated experience sourcing materials and services for major projects in a fast paced environment., • Team Overview: The Client Strategic Sourcing Team has an overall objective to align with business partners to improve profitability and performance by maximizing the value of our purchased goods and services. This will assure continuous improvement in the cost effectiveness and value of services delivered, ultimately improving customer satisfaction, company financial performance, inclusion of diverse business partners, and the overall strategic position of Client. Strategic Sourcing supports the organization by managing the sourcing process, including Request for Proposals (RFPs), contract negotiations, supplier management, and overall supplier performance. The position will report to the Director of Strategic Sourcing.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills • Pursuing a Bachelor's or Master's degree (Excluding MBA). If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree., • Graduation date of December 2026 through June 2027, • Attend college/university in the U.S., • Highly driven person who enjoys working in teams to develop complex solutions, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Excellent organizational skills and ability to multitask, • Genuine interest in financial markets and macro-level economic trends, • Highly inquisitive, focused and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Chicago North Shore, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Raleigh, NC Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills • Pursuing a Bachelor's or Master's degree (Excluding MBA). If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree., • Graduation date of December 2026 through June 2027, • Attend college/university in the U.S., • Highly driven person who enjoys working in teams to develop complex solutions, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Excellent organizational skills and ability to multitask, • Genuine interest in financial markets and macro-level economic trends, • Highly inquisitive, focused and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Chicago North Shore, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Raleigh, NC Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

Performs a broad range of complex and difficult accounting assignments with responsibility for recommending and installing changes in cost accounting methods and procedures. Under minimum supervision, carries out assignments in inventory accounting, the labor-burden function, and the material function as assigned. May instruct other employees engaged in cost accounting or related activities. Assist and/or support, globally, other internal entities. • Interprets and improves cost accounting systems and procedures., • Assists the Operations Group in organizing the procedures for taking of periodic physical inventories. Performs physical inventory audits and reconciliation., • Reconciles the perpetual inventory detail to the general ledger on a monthly basis., • Analyzes actual costs versus standard costs and the impact on inventory, material, labor and burden manufacturing variances generated., • Analyzes sales and gross profit by product line., • Assists in the preparation of annual operating budgets for manufacturing departments., • Responsible for annual standards revision. Ensures labor, overhead and equipment rates are accurately calculated based on the budget., • Provides base manufacturing cost figures for the complex and high volume inquiries and orders where the analysis and development of cost figures is difficult, and where estimates relating to materials, burden and equipment require considerable judgment and experience., • Assists other departments and cost estimating personnel on matters pertaining to the development of cost estimates to assure consideration of all pertinent facts and proper application of standard data., • Carries out special projects as from time to time are required., • Provides assistance to other Accounting groups both domestically and globally during Financial Statement monthly, quarterly and yearly reporting., • BS in Accounting, MBA preferred, • 5-7 years of experience in cost accounting or related field, • Computer literate with proficiency in spreadsheets Interested applicants meeting the above criteria may email their resume to: jobs@3meconsulting.com for immediate consideration. PLEASE WRITE JOB TITLE IN THE SUBJECT LINE.

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: • Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's., • Expected graduation date between December 2027 and June 2028., • Currently attending a college/university in the U.S., • Highly driven, inquisitive, and proactive, with a strong desire to learn., • Enjoys working in teams to develop complex solutions., • Exceptional interpersonal, communication, analytical, and problem-solving skills., • Excellent organizational skills with the ability to multitask in a fast-paced environment., • Demonstrates good judgment and discretion with confidential information., • Genuine interest in financial markets and macro-level economic trends., • Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

Canandaigua National Bank Location: Pittsford, NY (Hybrid 4 days/wk. in office) What Does A Wealth Advisor II Do? Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Provides investment management and financial services to customers of the Bank as follows: • Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client's financial needs are being met., • Provides the proper amount of face-time with the client to review the financial situation/plan; brings in other specialists and trusted advisors from within the CNC organization, as necessary., • Maintains highest level of communication with clients informing them of activity within the account, strategies to capture current market and economic conditions, and providing educational guidance when needed., • Communicates and documents this communication at a level desired by individual clients (verbal, letters, email, corporate functions)., • Monitors the cash and investments of each account with consideration of the objectives of the accounts, the needs of beneficiaries, and cash requirements for taxes and distributions as illustrated by the following, • Reviews portfolios on a regular basis and recommends changes to clients as may be appropriate., • Prepares and documents Investment Policy Statements (IPS)., • Initiates and follows through on buy and sell orders and monitors uninvested cash seeking investment opportunities when appropriate., • Completes annual Regulation 9 compliance review on a timely basis., • Performs research and review of stocks, bonds, and other investment securities; makes reports and recommendations on ways to better meet account objectives., • Maintains an active awareness of changes in legal and tax requirements which may affect the investment of accounts (including the employment of risk reducing strategies such as diversification and asset allocation)., • Prepares and maintains documentation, status records and reports on investment and accounts and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required., • Actively engages in customer activity to meet the required annual goals as established as part of the operating plan. (To include but not limited to New Business Development; Revenue Growth; Asset Retention, Compliance Reporting, and LOB referrals)., • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace., • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness., • Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements., • Communicates with management and staff personnel in order to integrate goals and activities, • Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy., • Maintains appropriate records and provides assigned reports, including sales reports., • Provides mentoring and on-the-job training and guidance to junior investment officers and others as needed., • Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. What Is Needed To Be Successful In This Role? • A B.S. or B.S. degree in a field related to banking or equivalent normally required. A combination of education and work experience will be considered. MBA Preferred., • Certified Financial Planner (CFP) designation, or currently pursuing designation, required., • Specialized Wealth Management education and training such as Chartered Financial Analyst, Chartered Mutual Fund Counselor or similar further education preferred., • A minimum of seven (7) years' experience in related positions., • Experience in banking/financial services preferred. What Makes Working At Canandaigua National Bank Different? With "Can" in our name, anything is possible. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including: • Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid Holidays, Vacation, and Sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & Development Opportunities., • Tuition Assistance., • Volunteer Opportunities., • Award Winning Wellness program that promotes a solid work/life balance., • Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture. Canandaigua National bank is the only local, full-service, community-owned financial institution in the Rochester area. With "Can" in our name, anything is possible! If you want to be a part of something special, join us today! Compensation: $110,000 - $135,000. The actual rate offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Essential Duties and Responsibilities Collaborate with Finance, Sales and Operations departments to forecast product revenues Develop and implement marketing plans for new and existing products Manage, proactively, marketing programs and influence cross-departmental programs to ensure achievement of strategic and financial objectives for product portfolio Produce product-oriented content that amplifies unique selling points and differentiation Lead implementation of key marketing plan tactics and programs: product strategies, pricing, promotions, sales team training and claims development Perform periodic external market analyses (customers, technologies, competitors, patient populations, insurers, etc.) to optimize strategies, tactics and opportunity assessments Partner with R&D, Technology, Sales, and other departments to develop new products and services and play an integral role in the new product commercialization process Interact with customers to develop insights and requirements for new products and programs Contribute to creating a culture of success and sustainable competitive advantage Provide technical product training and leadership for the Sales team Ability to incorporate a wide range of inputs into clear objectives, strategies and action plans Basic Qualifications Minimum 5-year's experience in product-oriented marketing position Bachelor's degree, or higher, from an accredited university Preferred Qualifications MBA, from top tier business school Bachelor degree, with a STEM major or minor Marketing experience for a medical or dental device manufacturer, ideally FDA Class II devices Familiarity with Dental, Sleep Medicine, or related industries Experience leading or participating in New Product Introduction (NPI) processes Results orientation, self-motivated individual Excellent analytical skills, with the ability to take a scientific approach to marketing

Create your next chapter with Insero. We're growingacross our services, our teams, and our impactand we're looking for a Senior Audit Accountant/Supervisor who's excited to grow with us. If you're ready for new challenges, meaningful client relationships, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture. Insero is a leading accounting and business advisory firm serving clients across New York State. Our core valueBe Passionate About Peopleguides everything we do. Our culture is authentic, supportive, and recognized. Awards & Recognition: • #4 Best Company to Work For in New York - 2026 (Ranked #1 in 2025, 2024 & 2022), • Best Accounting Firms to Work For (20122025), • #1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal) Location & Flexibility: Rochester, NY 300 Clinton Square Work where you do your best work. At Insero, you can choose to be in the office daily or work in a hybrid schedule of up to 3 remote days per week, depending on workload and office needs. What You'll Do: As a Senior Auditor/Supervisor, you'll play a key role on audit engagements for commercial clients and employee benefit plans. You'll have the opportunity to mentor staff, work directly with clients, and help shape project outcomes. Your responsibilities will include: • Leading audit engagements and reviewing staff work to ensure accuracy and compliance with firm standards, • Reviewing technical steps and collaborating with Managers/Partners on complex issues, • Preparing financial statements, notes, schedules, and management letters, • Reporting audit findings and working through issues that impact audit strategy, • Evaluating internal controls and helping prepare audit programs and time budgets, • Developing strong client relationships and maintaining awareness of client business needs, • Training and coaching Accountants and Interns, • Delivering timely performance feedback and contributing to staff development What You Bring: Bachelor's degree in Accounting (CPA?eligible required) Senior level: Minimum 3 years of public accounting audit experience Supervisor level: Minimum 45+ years of public accounting audit experience Experience with commercial-sector audits (real estate, manufacturing, business services, etc.) preferred Strong communication, organization, and documentation skills Detail-oriented, proactive, and able to work productively in a professional environment CPA or advanced degree (MBA/Master's) preferred Proficiency with spreadsheet/database tools; experience with financial software a plus Compensation: Base salary range: $70,000 $95,000 annually This range reflects base pay only. Please keep in mind that this range is base pay only and does not consider other components that makeup the total rewards package for the position such as eligibility to receive discretionary spot bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Benefits: Insero offers a robust, people?first benefits package, including: • 45 weeks PTO, plus 16 paid holidays, • Hybrid/remote flexibility, • 401(k) with firm contributions, • Tuition reimbursement, • 100% employer?paid parking, • Spot bonus and CPA bonus programs, • Multiple medical plan options + opt?out dollars, • Extensive training, technology investment, and professional development programs, • Advisor and mentor programs to support long-term career growth, • Opportunities to explore various specialty areas (commercial, EBP, consulting, etc.), • Participation in firm initiatives: outreach, innovation, wellness, DEI, and more There is a difference among accounting firms. Come experience it for yourself. Insero is proud to be an Equal Opportunity Employer.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure, • Other duties as needed Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • Five to twenty-five years of job-related experience Certifications: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Wealth Advisor II Canandaigua National Bank Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What does a Wealth Advisor II do? Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Provides investment management and financial services to customers of the Bank as follows: • Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client’s financial needs are being met., • Provides the proper amount of face-time with the client to review the financial situation/plan; brings in other specialists and trusted advisors from within the CNC organization, as necessary., • Maintains highest level of communication with clients informing them of activity within the account, strategies to capture current market and economic conditions, and providing educational guidance when needed., • Communicates and documents this communication at a level desired by individual clients (verbal, letters, email, corporate functions)., • Monitors the cash and investments of each account with consideration of the objectives of the accounts, the needs of beneficiaries, and cash requirements for taxes and distributions as illustrated by the following, • Reviews portfolios on a regular basis and recommends changes to clients as may be appropriate., • Prepares and documents Investment Policy Statements (IPS)., • Initiates and follows through on buy and sell orders and monitors uninvested cash seeking investment opportunities when appropriate., • Completes annual Regulation 9 compliance review on a timely basis., • Performs research and review of stocks, bonds, and other investment securities; makes reports and recommendations on ways to better meet account objectives., • Maintains an active awareness of changes in legal and tax requirements which may affect the investment of accounts (including the employment of risk reducing strategies such as diversification and asset allocation)., • Prepares and maintains documentation, status records and reports on investment and accounts and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required., • Actively engages in customer activity to meet the required annual goals as established as part of the operating plan. (To include but not limited to New Business Development; Revenue Growth; Asset Retention, Compliance Reporting, and LOB referrals)., • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace., • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness., • Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank’s adherence to outside regulatory requirements., • Communicates with management and staff personnel in order to integrate goals and activities, • Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy., • Maintains appropriate records and provides assigned reports, including sales reports., • Provides mentoring and on-the-job training and guidance to junior investment officers and others as needed., • Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. What is needed to be successful in this role? • A B.S. or B.S. degree in a field related to banking or equivalent normally required. A combination of education and work experience will be considered. MBA Preferred., • Certified Financial Planner (CFP) required., • Specialized Wealth Management education and training such as Chartered Financial Analyst, Chartered Mutual Fund Counselor or similar further education preferred., • A minimum of seven (7) years' experience in related positions., • Experience in banking/financial services preferred. What makes working at Canandaigua National Bank different? With “Can” in our name, anything is possible. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including: • Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid Holidays, Vacation, and Sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & Development Opportunities., • Tuition Assistance., • Volunteer Opportunities., • Award Winning Wellness program that promotes a solid work/life balance., • Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National bank is the only local, full-service, community-owned financial institution in the Rochester area. With “Can” in our name, anything is possible! If you want to be a part of something special, join us today! Compensation: $110,000 - $135,000. The actual rate offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job DescriptionDescription: The Senior Account Manager (SAM) will be responsible for finding and opening new accounts (Hunting) in the assigned territory. The SAM needs to be able to position Aspire solutions with the decision makers at the accounts he or she uncovers, as well as any existing Aspire accounts that may be reassigned to the SAM. Positioning means that the SAM will need to be able to understand the Aspire Value proposition and how it may be relevant to a client or prospect. The SAM needs to be able to position the business outcomes that an Aspire solution will deliver to the client/prospect. The Senior Account Manager needs to be able to present and sell Aspire solutions to C-Level executives in the assigned territory or vertical. To be successful, you must have a working knowledge of Cisco technologies and the ecosystem that connects back to Cisco solutions. We expect you to quickly develop a deep understanding of the Aspire brand as well as a deep knowledge of Aspires services and the benefits of an Aspire solution. ESSENTIAL DUTIES AND RESPONSIBILITIES- MAY INCLUDE THE FOLLOWING: OTHER DUTIES MAY BE ASSIGNED. • Find new prospects who have a need for Aspire services, • Build a “trusted advisor” relationship with all your accounts, • Build, maintain and grow profitable long-term relationships with all clients, • Negotiate and close contracts to maximize Aspire’s long-term growth and profitability, • Once you’ve brought a new client to Aspire, you must be able to expand the relationship with profitable new opportunities., • Introduce and sell managed services and managed security into all your clients and prospects., • Build trust with all our core vendors and ecosystem partners, • Align your prospects and clients with the corresponding Cisco Account Manager (or other ecosystem partner), • Strategize with the Cisco AM (or other ecosystem partner) to earn deal registration, • Be the team lead and primary point of contact for any and all matters that impact your clients and prospects, • Ruthlessly pursue client satisfaction, • Work with Operations to build quotes and to verify the accuracy of quotes before they are presented to the client, • Work with distribution to find any OEM promotions that can improve the profitability of the sale, • Work with Aspire Solution Architects to develop solutions that address the clients required business outcomes, • Be able to negotiate the Statement of Business Outcomes with the client or prospect without the assistance of a Solutions Architect, • Understand and communicate internally with Aspire colleagues the client’s expectations regarding delivery of all pre-sales materials and deliverables, • Work with Aspire’s Professional Service team to verify the accuracy and business relevance of Statements or Work before they are presented to the client, • Understand and communicate internally with Aspire colleagues the client’s expectations regarding delivery of the project, including all milestones that may be client business impacting, • Communicate in Salesforce an accurate sales forecast to enable Professional Services and Finance to accurately plan their resource needs, • Embrace the Aspire culture by support your colleagues to help everyone excel, • Complete compliance training by due dates Requirements:, • Ten years or more track record of successful sales experience selling complex technical solutions to public sector or large enterprise accounts., • Knowledge of Cisco portfolio and strong working relationship with Cisco, • Bachelor’s degree or MBA preferred, • Experience in the partner community, • Cisco sales certification preferred, • Must have a working knowledge of Cisco technologies and the ecosystem that connects back to Cisco solutions, • Ability to quickly develop a deep understanding of the Aspire brand as well as a deep knowledge of Aspires services and the benefits of an Aspire solution, • Ability to be a team player., • Must be a competitive, high achiever, who is persistent, overcoming obstacles, competition, or setbacks, • Highly motivated and able to work independently and deliver outstanding professional work, • Creative problem solver, • Excellent written and verbal communication skills with an emphasis on persuasion and presentation abilities, • Exemplify ownership and accountability in responsibilities, • Willingness to learn and take constructive criticism TRAVEL: The Senior Account Manager is expected to meet with client’s in-person throughout the assigned territory. Typically, the AM will have three to five meetings outside the office in any given week. When not in the office, it is expected that the Senior Account Manager will work in the designated area of closest Aspire Office. The Senior Account Manager may be given the right to work from their home when they are not with a client or partner meeting. The Senior Account Manager is also expected to attend meetings and events that take place outside of standard business hours. A typical week will have one or two dinner meetings or activities that take place in the evening. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job involve normal vision. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet to moderate.

Job Description Senior Audit Accountant / Supervisor Create your next chapter with Insero. We’re growing—across our services, our teams, and our impact—and we’re looking for a Senior Audit Accountant/Supervisor who’s excited to grow with us. If you’re ready for new challenges, meaningful client relationships, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture. Insero is a leading accounting and business advisory firm serving clients across New York State. Our core value—Be Passionate About People—guides everything we do. Our culture is authentic, supportive, and recognized. Awards & Recognition: • #4 Best Company to Work For in New York - 2026 (Ranked #1 in 2025, 2025 & 2022), • Best Accounting Firms to Work For (2012–2025), • #1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal) Location & Flexibility Rochester, NY — 300 Clinton Square Work where you do your best work. At Insero, you can choose to be in the office daily or work in a hybrid schedule of up to 3 remote days per week, depending on workload and office needs. What You’ll Do As a Senior Auditor/Supervisor, you’ll play a key role on audit engagements for commercial clients and employee benefit plans. You’ll have the opportunity to mentor staff, work directly with clients, and help shape project outcomes. Your responsibilities will include: • Leading audit engagements and reviewing staff work to ensure accuracy and compliance with firm standards, • Reviewing technical steps and collaborating with Managers/Partners on complex issues, • Preparing financial statements, notes, schedules, and management letters, • Reporting audit findings and working through issues that impact audit strategy, • Evaluating internal controls and helping prepare audit programs and time budgets, • Developing strong client relationships and maintaining awareness of client business needs, • Training and coaching Accountants and Interns, • Delivering timely performance feedback and contributing to staff development What You Bring • Bachelor’s degree in Accounting (CPA‑eligible required), • Senior level: Minimum 3 years of public accounting audit experience, • Supervisor level: Minimum 4–5+ years of public accounting audit experience, • Experience with commercial-sector audits (real estate, manufacturing, business services, etc.) preferred, • Strong communication, organization, and documentation skills, • Detail-oriented, proactive, and able to work productively in a professional environment, • CPA or advanced degree (MBA/Master’s) preferred, • Proficiency with spreadsheet/database tools; experience with financial software a plus Compensation Base salary range: $70,000 – $95,000 annually This range reflects base pay only. Please keep in mind that this range is base pay only and does not consider other components that makeup the total rewards package for the position such as eligibility to receive discretionary spot bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Benefits Benefits Designed for You Insero offers a robust, people‑first benefits package, including: • 4–5 weeks PTO, plus 16 paid holidays, • Hybrid/remote flexibility, • 401(k) with firm contributions, • Tuition reimbursement, • 100% employer‑paid parking, • Spot bonus and CPA bonus programs, • Multiple medical plan options + opt‑out dollars, • Extensive training, technology investment, and professional development programs, • Advisor and mentor programs to support long-term career growth, • Opportunities to explore various specialty areas (commercial, EBP, consulting, etc.), • Participation in firm initiatives: outreach, innovation, wellness, DEI, and more There is a difference among accounting firms. Come experience it for yourself. Insero is proud to be an Equal Opportunity Employer.

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers' mission and quest for professional growth.L3Harris provides an inclusive, engaging environment designed to empower employ

NY Creates serves as a bridge for advanced electronics, leads projects that advance R&D in emerging technologies, and generates the jobs of tomorrow.NY Creates also runs some of the most advanced facilities in the world, boasts more than 3,000 industry experts and faculty, and manages public and pri

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Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers' mission and quest for professional growth.L3Harris provides an inclusive, engaging environment designed to empower employ

Create a collaborative environment as a liaison between Agents and Departments within the organization, including Accounting, Marketing, Human Resources, etc.Accurately prepare and copy board packages as instructed by Agents.Provide administrative support to Agents, which includes generating letters

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Create a collaborative environment as a liaison between Agents and Departments within the organization, including Accounting, Marketing, Human Resources, etc.Accurately prepare and copy board packages as instructed by Agents.Provide administrative support to Agents, which includes generating letters

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Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.And more! As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional assistance via phone and e-mai

Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.And more! As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional assistance via phone and e-mai

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers’ mission and quest for professional growth.L3Harris provides an inclusive, engaging environment designed to empower empl

Assist in planning and coordinating retail construction projects from inception to completion.Support the management of budgets, schedules, and project documentation.Collaborate with contractors, vendors, and stakeholders to ensure project requirements are met.Monitor construction progress and addre

The Administrative Assistant will serve as our "First Impression" for the organization, providing concierge-level customer service and support to clients, guests, and employees.This position will effectively manage phones, mail, Reception and Conference Rooms, and coordinate the daily activities of