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Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • 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 Education: • 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, • 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Who are we? Back Office is one of the cutting-edge technology tools that makes up Buyers Edge Platforms Software suite. We dismantle siloed restaurant technology systems and deliver a comprehensive, hospitality-specific software backed by industry experts who guide operators to make faster, more informed business decisions. Independent, multi-location, franchise, and enterprise restaurant groups gain efficiencies and drive profitability through our financial accounting, purpose-built payroll, food cost management, and daily AP automation, all under one roof. Because Back Office was built by restaurant owners, for restaurant owners, it was specifically designed to address the revenue, cost of goods, labor, and compliance concerns that operators face within the industry. Through Back Office, owners gain clear and actionable insights into their performance, empowering them to make data-based operational decisions while leveraging the unique combination of continued education and user-friendly software, right at their fingertips. This position is remotely based on the West Coast (PST) with anticipated travel of at least 25% dependent on location. This role offers a competitive base salary with high commission potential. We are unable to offer work sponsorship for this role. As an Account Executive specializing in our restaurant software solutions, you will be instrumental in driving new sales and developing strong client relationships within the restaurant industry. Your primary focus will be on showcasing the value of our software and services to restaurant owners and decision-makers, leading them through a sales cycle ultimately winning their business. Your impact: • Sales and Business Development: Employ a consultative sales approach to understand the unique needs of potential clients and present our software solutions as essential tools for enhancing operational efficiency and profitability. Periodically develop leads through outbound sales activities. Carry a quota that is met/exceeded on a monthly basis., • Client Relationship Management: Develop strong relationships with restaurant owners, managers, and stakeholders. Act as a trusted advisor, providing insights on how our software can address their specific pain points and contribute to their success., • Product Demonstrations and Presentations: Conduct engaging and informative product demonstrations to showcase the features and benefits of our restaurant software solutions. Customize presentations to highlight how our technology can streamline accounting and payroll processes and improve overall business operations., • Industry Knowledge and Networking: Stay updated on the latest trends and challenges within the restaurant industry. Attend relevant industry events, conferences, and networking opportunities to expand your knowledge and establish meaningful connections within the market., • Bachelor's degree or relevant experience, • 5+ years of sales closing experience within B2B software sales, preferably within the restaurant industry or related fields. Solid understanding of restaurant operations, payroll, and accounting a plus, • Excellent communication and presentation skills, with the ability to convey technical information in a clear and compelling manner., • Strong negotiation skills and the ability to navigate complex sales cycles. Experience with RFP process a plus. What's in this for you? Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company paid life! On top of this, we also offer a 401(k) plan with company match. Invest in your success. We will provide you with a thorough training and development program; and offer competitive compensation. Live well = Work well. Relax with our Personal Responsibility Paid Time Off policy where you don't have to accrue time off in order to take it! We welcome all. We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Job DescriptionBenefits: • 401(k) matching, • Health insurance, • Competitive Compensation, • Paid Time Off A2Z Builders is a family owned and operated company with a growing reputation in the Denver Construction industry. We pride ourselves on our maintained core values and commitment to developing not only our trade, but all of those that support it. The employees of our company are highly valued assets who play an integral part in our company's stability and growth. We are looking for likeminded individuals with long term goals of developing their career alongside our shared mission. Qualifications • Bachelors degree in accounting or a related field (Relevant experience considered), • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Great with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills, • Has excellent computer proficiency, and the ability to prioritize tasks.

Job Description About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. Are you a sales professional looking for an opportunity to make an impact in a rapidly growing, award winning and well-funded SaaS business that is disrupting a multibillion-dollar industry? We are looking for top performing, self-starter sales executives with experience and desire to manage all aspects of the sales process including prospecting, lead qualification, demand creation and closing new business. Our sales team members are located throughout the United States offering flexibility to work remotely. This is a tremendous career opportunity with a high level of professional and financial upside. About the Role As a Sales Account Executive, you will be responsible for identifying and managing leads and opportunities, demonstrating Karbon's value, communicating the compelling reason to change, and leading technical demonstrations of our platform while providing a first-class experience and ultimately optimizing how prospects run their firms. • Respond to prospective customers promptly, book discovery calls with inbound leads, uncover their pain points, and tailor presentations to demonstrate how Karbon will help them modernize their firm, accelerate their growth and retain top talent, • Drive and expand your portfolio of prospects through outbound engagement and call activity (~40% of appointments are generated by the rep), • Create Outreach sequences leveraging marketing rich content and/or custom campaigns that include phone, email, e-gifting, and LI to secure meetings with decision makers in ICP accounts, • Build and maintain a strong pipeline of opportunities with a minimum of 3 times quota securing next step meetings throughout the process, • Ensure accurate and timely updates of information and forecasts (call/meeting notes, supporting documentation, next steps etc.) in Salesforce/Gong, • Demonstrate how Karbon's value proposition aligns with clients' requirements Candidates with the following qualifications and experience are encouraged to apply: • 3+ years of experience selling SaaS to mid-market businesses with a track record of being top performing and consistently exceeding quota, • Experience with outbound sales; hunter mentality, • Team player with a strong work ethic who is self-motivated and driven by results, • Ability to demonstrate a strong business case for Karbon through a consultative and value driven sales process, • The technical aptitude to master our sales tools /tech stack, • Ability to prioritize and multitask sales opportunities of varying lengths and depths, and effectively articulate the potential you have with each account, • A friendly, but assertive demeanor, • Physically located in United States preferable Central or Eastern time zones Why Work at Karbon? • Competitive salary with uncapped monthly bonus potential and high quota attainment, • Excellent benefits package including:, • Paid Flexible Time Off with an encouraged 3 weeks use per year, • Company paid medical for you and eligible spouse/partner and dependents, • Company paid dental and vision and eligible spouse/partner and dependents, • Fully company funded short and long term disability, • Fully company paid life insurance, • 401(k) with company matching, • Flexible Spending Account, • Up to 8 weeks paid parental leave, • Work-from-home stipend, • Opportunity to sell a leading platform (number 1 on G2) with a highly recognized and valued brand/product offering, • Work with (and learn from) an experienced, high-performing team, • Be part of a fast-growing company that firmly believes in promoting high performers from within, • A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback, • Additional incentives focused on performance, including President's Club Trip, Rep of Month, Quarter, and Year, • OTE for this role at target is $202,000 Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

Job DescriptionDescription: At Midwest PMS, our role is to improve the efficiency and profitability of cattle production. We accomplish this by delivering quality products and elite science-based consulting. For fifty years we have grown with our customers due to our relentless focus on customer service and value. We are fully committed to these core values and the long-term success of our customers. Midwest PMS is proud to provide a safe and rewarding culture that invests in its people. As a Business Analyst you will be a critical part of our organization by serving as a key liaison between business stakeholders and IT delivery teams. This role focuses on understanding business processes, particularly those supported by ERP systems—identifying opportunities for improvement and helping deliver process changes and IT enhancements that improve operational efficiency and data quality. As a Business Analyst, you will work closely with internal development and application teams, support IT projects from requirements definition through user acceptance, and help ensure ERP solutions such as NetSuite, SAP, or similar platforms meet business needs and are successfully adopted. This role is an in-office position (no remote work) and is well suited for an entry-to-mid-level professional looking to build hands-on experience in business analysis, ERP systems, and traditional IT projects. Salary Range $85,000-$100,000 Hours Full-Time in Office 7:00 am – 4:00pm Benefits · Medical · Dental · Vision · Short Term Disability (Company Paid) · Long Term Disability (Company Paid) · Basic Life + AD&D Insurance (Company Paid) · Profit Share Plan Eligibility · Paid Vacation and Sick Days · Paid Holidays Key Responsibilities Business Process & ERP Analysis · Learn and understand core business processes across functions such as finance, operations, supply chain, and manufacturing. · Analyze how business processes are supported by ERP systems (e.g., NetSuite, SAP, or similar). · Identify gaps, inefficiencies, and improvement opportunities in processes and system configurations. · Assist in documenting current-state and future-state business processes and system workflows. Requirements Gathering & Documentation · Elicit business requirements through interviews, meetings, and process walkthroughs. · Translating business needs into clearly defined functional and business requirements. · Document requirements, process flows, and acceptance criteria using standard IT documentation practices. · Ensuring requirements align with business objectives and IT standards. IT Project Support · Support traditional IT project lifecycles including requirements, design, build, test, and deployment. · Work closely with internal IT development, application, and ERP teams. · Maintain requirements documentation and support issue resolution during project execution. · Act as a primary communication conduit between business users and IT teams. User Acceptance Testing (UAT) · Assist in planning, coordinating, and executing User Acceptance Testing (UAT). · Develop test scenarios and test cases based on documented business requirements. · Coordinate testing activities with business users. · Track, document, and help resolve defects and issues. · Support formal user acceptance and sign-off. Change Support & Communication · Assist with communication of system and process changes to end users. · Support creation of basic training materials and end-user documentation. · Provide post-implementation support and feedback. Requirements: Required Qualifications · Bachelor’s degree in Business, Information Systems, Computer Science, or a related field. · 1–3+ years of experience in a Business Analyst, IT Analyst, or similar role. · Foundational understanding of ERP systems such as NetSuite, SAP, Oracle, or similar. · Experience gathering and documenting business or functional requirements. · Understanding of traditional IT project delivery methodologies. · Strong written and verbal communication skills. · Detail-oriented with strong analytical and organizational skills. Preferred Qualifications · Hands-on ERP experience supporting modules such as finance, operations, or supply chain. · Experience in manufacturing, operations, or accounting environments. · Exposure to User Acceptance Testing (UAT) coordination. · Familiarity with ERP reporting or basic data concepts. Additional Requirements · Willingness to travel up to 10% to support business stakeholders or project needs.

In this newly created role, the AC will oversee accounting staff and play a lead role in all Corporate Accounting functions - month end, financial statement prep, reconciliations, job costing, etc. The Executive team has decided to add another layer of management in the F&A department and is seeking

We’re looking for Data Entry Specialists for Customer Products across the US to work from home and help top brands improve their products before they hit the market.

As a company that serves the entire US, their company has a unique, complex structure that gives their Accounting department a different look than most. The Staff Accountant will work closely with individuals in all facets of the Accounting process; From the initial input through financial statement

Comfort participating in remote, part-time studies. If the idea of getting paid to voice your opinions, test products, and contribute to market innovation appeals to you - and you're looking for flexible, work at home part-time opportunities — this is your chance!. We're currently looking for indi

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Salary: $55,000 - $65,000 per year A bit about us: 50+ year old organization with an established model, excellent company culture, and continued g

Comfort participating in remote, part-time studies. If the idea of getting paid to voice your opinions, test products, and contribute to market innovation appeals to you - and you're looking for flexible, work at home part-time opportunities — this is your chance!. We're currently looking for indi

Salary: $50,000 - $60,000 per year A bit about us: A growing, international building materials wholesale organization local to Denver for over 30 years! Why join us? 401(k) retirement plan Health, dental, and vision insurance Life insurance and short/long-term disability coverage Supportive, family-

It's a rare opportunity to be trained by the person you will be replacing! They have a beautiful office complete with a lounge and amenities, an onsite gym, and free parking! This is an onsite position in Denver 80231 Why join us? Comprehensive Health/Dental/Vision insurance 401(k) + 4% match HSA Ge

You can do this part-time or full-time * Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products. This position is perfect for anyone looking for temporary, part-time or full-time work. Remote Work From Home Administrative Assistant Admin - Part Time

The Opportunity As Global Accounting Manager, you will be the operational backbone of the accounting function, ensuring the integrity of the general ledger and delivering the high-quality financial information that underpins leadership decision-making. Working closely with the Global Controller, you

You can do this part-time or full-time * Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products. Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individuals to participate in National & Local Paid F

Distribute incoming, outgoing, and interdepartmental mail. Participate in special projects by planning and coordinating presentations, disseminating information, and organizing special meetings and events. Facilitate and reconcile expense transactions, prepare and submit expense reports for core lea

Administrative Assistant / Remote] - Anywhere in U.Competitive Pay - As a Data Entry Clerk you'll: Transfer data from various sources into the new database; Update databases or records with new information as it becomes available; Correct and modify inaccurate files and records; Comply with security

Administrative Assistant / Fully Remote] - Anywhere in U.Competitive Hourly Pay + Paid Training - As a Data Entry Clerk (Driver Enrollment), you'll: Review applications as well as insurance and vehicle registration documents for accuracy and eligibility; Conduct virtual vehicle safety inspections w

Competitive pay / Medical, dental & vision / 401k / PTO - As a Data Entry Clerk at LV Petroleum, you will: Enter and maintain accurate data into company databases; Verify the accuracy of data entries for completeness and compliance with company standards; Perform regular data audits to identify and

Medical, dental & vision / 401k / PTO - As a Data Entry Clerk at SOLV Energy, you will: Enter data accurately and efficiently into company database; Verify the accuracy and completeness of data entered; Perform regular quality checks to ensure data integrity; Organize and maintain electronic files a