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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. 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. We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work 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 Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description AZA United (Arizona Autism United) is a Top Workplace winning, non-profit organization, that truly cares about people and offers great professional development and internal job growth! We are currently looking for a full-time Financial Operations Manager to join our organization. ✨Overview✨ The Financial Operations Manager position integrates financial analysis related to contract management, business insurance, and credentialing and other related financial operation functions to departmental and organizational objectives. This position leads financial reporting and analytical activities related to contracts, insurance, and service delivery, including rate‑per‑unit, cost, margin, and performance analyses. The role oversees business insurance renewals, claims management, and compliance with coverage requirements. It manages the full contract lifecycle, including drafting, negotiation, monitoring, and alignment with financial and operational objectives. The position also oversees organizational credentialing processes and staff, ensuring regulatory compliance and timely renewals. In partnership with accounting, RCM, operations, and leadership, the role enhances reporting systems, supports budgeting and forecasting, and mitigates financial and contractual risk 🕒SCHEDULE: Full-Time/Monday-Friday 💰COMPENSATION: Starting salary range is $88,000-$105,000/year (DOE) + pay increases twice a year 📍LOCATION: 85% Remote + 10% Community/Networking + 5% in-office This might be a perfect fit for you if you: • ... have strong organizational skills, excellent communication skills, and high attention to detail;, • ... consider yourself flexible and able to adapt to changing processes and systems;, • ... are able to work independently and collaboratively in a fast-paced environment;, • ... have excellent problem solving and decision-making skills; Financial Analysis & Reporting * Lead financial reporting functions related to contracts, insurance, and service delivery, ensuring accuracy, timeliness, and usability for executive and operational decision‑making. * Develop, maintain, and analyze rate‑per‑unit, cost‑per‑service, and margin analyses across programs, payers, and funding sources. * Perform statistical analysis and trend monitoring (volume, utilization, reimbursement, claims activity, contract performance). * Monitor financial performance against contractual terms, identifying underpayments, variances, and revenue risks. * Maintain and update fee schedules in accordance with contractual terms, payer updates, and reimbursement policies. * Lead and coordinate financial reporting enhancement projects within NetSuite to improve accuracy, automation, and usability of financial data. Business Insurance Renewals & Claims Management * Coordinate annual business insurance renewals, including data collection, application preparation, carrier communications, and comparison of coverage options. * Manage insurance claims reporting, documentation, and follow‑up, coordinating with brokers, carriers, and internal stakeholders. Contract Management * Maintain a centralized contract database, ensuring accurate tracking of key dates, obligations, and compliance milestones. * Investigate and reconcile contract changes, assuring on-going communication with management and timely submittal to funding sources. * Draft, evaluate and provide recommendations on a variety of contracts/agreements (revenue, service, vendor, Independent Contractor agreements, etc.), ensuring timely review and approval. * Track and manage provider manual requirements, including monitoring updates and ensuring organizational policies and procedures reflect current standards. * Conduct contract meetings on complex documents to ensure full disclosure to management staff. * Serve as the primary organizational lead on all contract negotiations, amendments, renewals, and related contractual matters. * Serve as a liaison between legal, compliance, credentialing, and operational teams to resolve contract-related and regulatory issues. Credentialing Management * Oversee and manage the credentialing processes for employees, ensuring timely submission, verification, and renewal of licenses, certifications, and other required documentation. * Directly manage Credentialing staff. ✨Experience & Qualifications✨ • Bachelor’s in Finance, Business Administration, Health Care Administration, Legal Studies, OR a related field (required), • Minimum of 5 years of progressive experience in financial operations, financial analysis, or contract management preferably in a nonprofit, human services, health care or managed care environment, • Experience with credentialing processes and payer/provider contracting is strongly preferred, • Experience using NetSuite or other similar software systems, a PLUS, • Must have excellent written and verbal communication skills, • Strong leadership and interpersonal skills, • Must possess proficient computer software skills: Microsoft Office Suite (Word, Excel, Outlook, etc.) and software for creating graphics/charts, • Must be able to obtain an AZ Fingerprint Clearance Card, provide driver's license, proof of car insurance/registration, and meet all other hiring requirements💙 Why Join Us? Meaningful Work: Help advance a mission that serves individuals and families in need. * Collaborative Environment: Work with a passionate, values-driven team. * Professional Growth: Develop your skills in a dynamic and supportive setting. * Work-Life Balance: We respect personal time and promote wellness and flexibility. ✨Benefits✨ We provide a collaborative work environment focused on transparent communication, teamwork and professional growth! In addition to a job that offers some flexibility and work/life balance, you will receive these benefits: • Competitive pay + Scheduled Raise Program, • An excellent comprehensive health benefits package that includes health, dental and vision, employer contributions to your health savings account, company paid Short-Term/Long-Term Disability, and employer-paid basic life insurance, • A 401K plan with up to 4% match after one year of service, • Generous paid sick time and PTO, and 12 Paid Holidays Autism knows no race, religion, gender, or identity. We need and value diversity and inclusion in our workforce in order to fully support our families. AZA welcomes applicants of any race, age, religion, gender, identity or any other aspect which makes you unique. Arizona Autism United (AZA United) complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources department. Email: | Main Office Phone Number: 602-773-5773 (Please ask for Human Resources.) Powered by JazzHR qvxELqEPVd

Staff Experts, LLC is a highly specialized full-service Staffing & Recruiting Firm. We specialize in staffing in the areas of Engineering, Construction Management, Manufacturing, Information Technology, Aerospace & Defense, Administrative-Accounting-Finance, Call Center Operations, Life Sciences, Healthcare and Skilled Trades/Construction, Logistics. Staff Experts is currently seeking to fill permanent Construction Materials Testing Field Inspector positions with several clients. Below is the job description for these great opportunities. Description: Description: Our client a Geotechnical & Environmental Sciences Consultant has an urgent need for a Construction Materials Testing Field Inspector in Phoenix, AZ. -The successful candidate should have a thorough understanding of standard test methods for all tests performed by a Field Technician, and perform these tests in the field. -Duties will include the testing of soil, concrete, and asphalt, maintain test reports, letters, and other pertinent field data, as well as completing field reports, and communicating with Project Management and Field Manager to successfully complete tasks. Education: The successful candidate should have 1-5 years of previous soil and concrete testing experience. ACI Field certifications required. ATTI certification preferred. Required Skills: Candidate should have excellent verbal and written communication skills, must be a team player with the ability to work alone at times or on remote jobsites. Must have a current valid driver's license and a good driving record since you will be driving a company vehicle. Staff Experts, LLC is an Equal Opportunity Employer. Staff Experts, LLC (Mesa Branch) 2222 South Dobson Road. Suite 502 Mesa, AZ 85202 602-666-6500 Office 602-391-2369 Fax

Job Description Client Services Associate About Us We are a premier financial advisory firm specializing in complex tax and estate planning, business owner strategies, and multi-generational wealth planning. Our firm is dedicated to providing tailored financial solutions that help business owners and high-net-worth individuals navigate intricate financial landscapes. We collaborate with professionals, leveraging strategic tax planning and advanced financial techniques to ensure long-term success. With a commitment to excellence and a client-first approach, we empower our clients to preserve and grow their wealth while optimizing their financial outcomes. We are on a strong growth trajectory — but growth on our terms. We've chosen quality over quantity: deep client relationships, thoughtful advice, and a team small enough that every person's work is visible and valued. As we move up market and serve increasingly sophisticated clients, we're committed to elevating the client experience to match. The Role We are looking for a Client Services Associate to join our team and work directly alongside the firm's owner and our senior Client Relationship & Operations Manager. You'll be a core part of a three-person team building something that lasts. This is a support role, not a front-desk role. Our focus is on giving the senior team the leverage they need to serve clients well and grow the firm thoughtfully. You'll own the wealth management operations, client onboarding support, and financial advisory administrative rhythms that keep a high-trust practice running — and help us raise the bar as our clients' expectations rise with us. Light reception duties exist today but are a small part of the role, and we expect to continue reducing them through technology and better processes. Over time, this role evolves into broader client relationship and operations responsibility as the firm grows and our senior team member eventually transitions toward retirement. The right person here has real long-term runway. We use modern tools — Salesforce, AI-assisted workflows, integrated compliance systems — and we're always looking to improve. If you spot a way to automate something, simplify a workflow, or elevate the client experience, we want to hear it and implement it. Good ideas make everyone's job better and free us all up to do more meaningful work. What You'll Own Supporting the Advisor and Client Relationship & Operations Manager • Prepare and assemble client meeting materials: agendas, suitability forms, client information sheets, meeting notes, referral forms, • Coordinate appointment preparation, confirmation, and follow-up, • Manage 30-day new client retention reviews, • Handle follow-through on client action items after meetings, • Assist with invoice submissions, compliance, and documentation, • Be a warm, professional presence — the first face clients and prospects see, • Welcome clients with best-in-class hospitality: greet them, seat them, offer beverages, • Help ensure every client touchpoint reflects the caliber of firm we are becoming, • Manage client card mailings and milestone touchpoints, • Help coordinate client events throughout the year, • Meticulous management of CRM and systems tracking, • General office organization, filing, and outgoing mail, • Maintain a tidy lobby and conference room, • Learn our business deeply, • Bring forward ideas for automation, process improvement, and elevated client experience, • 2+ years of administrative, client service, or operations experience in financial services, wealth management, insurance, law, accounting, or professional services environments, • Organized and meticulous — our work has to be right the first time, especially as our clients grow more sophisticated, • Strong time management and customer service skills, • Comfortable with technology and genuinely interested in using it to work smarter — CRM (Salesforce preferred), Microsoft Office, and a willingness to learn AI-assisted tools, • Warm and professional — you instinctively raise the bar on how clients feel when they interact with us, • Discreet — comfortable handling confidential financial information, • Proactive — when there's slack in the day, you use it to get ahead, refine a process, or help a teammate, • High moral and ethical standards with a deep drive to help others, • Pass a background check and credit check, • Become registered with the broker dealer the firm utilizes to service clients and accounts We want to be direct: this isn't the right role if you're looking for a hybrid or remote setup, or a short stop on the way to somewhere bigger. Our team is small and focused today — not a high-energy office social scene — but the culture will grow as we do, and you'll help shape what that looks like. It is the right role if you want to be part of a growing firm where your work visibly matters, your ideas are implemented, and you can build something over many years. Compensation & Schedule • Competitive base salary of $58,000–$72,000, commensurate with experience, • Full-time, in-office: Monday–Thursday 8:30am–4:30pm, Friday 8:30am–2:00pm, • Medical, dental, and vision available immediately, • 401(k) available after 90-day trial period If you're looking for a career — not just a job — where you can grow, contribute, and make a difference, we'd love to hear from you. We are an equal opportunity employer and welcome applicants from all backgrounds.

Are you a Dynamic CPA with 4+ years of Audit & Management experience? Do you have a passion for the public accounting space and enjoy leading complex technical accounting operations? Are you both a Strategic and Hands-On Leader with a proven track record delivering audit-ready financials that are accurate and on time as well as coaching and mentoring a team? IF so, this Direct Hire, Manager position could be your next “career home” where you will manage accounting operations for a complex portfolio of high-growth clients that are scaling while leading a high-performing team! Why This Company & Position? • GROWING Company with 6-year tenure, • Direct exposure to Leadership & Front-row Seat to a growing business, • Team-oriented, caring & committed to excellence, • Foster a culture of innovation & professional development, • Competitive Compensation | $125-160K plus Bonus, • 100% Employer-Paid Medical, Dental, Vision, • 401(k) with a match, • Team Building & Appreciation - offering Team events & outings, • Generous Paid Time Off & Paid Holidays, • Location: Hybrid in Scottsdale, AZ | 4 days onsite + 1 day remote Background Profile: • Bachelor’s Degree in Accounting | MBA is a Plus, • Active CPA, • 4+ years Senior-Level Accounting experience including Managing Accounting Operations, • 4+ years People Management experience leading high performing teams, • 4+ years Big 4 or National Audit Firm experience, • Proven track record managing multiple complex accounting projects/clients simultaneously, • Strong Internal Controls & U.S. GAAP experience, • You excel at Delivering Audit-Ready Financials that are accurate & on time, • Demonstrated experience leading month-end close, external audits and ways to streamline processes, • Advanced MS Office experience including Excel, Word, Outlook, • MS Dynamics NAV experience is a PLUS, • You are a Results-Driven Self-Starter who thrives on managing company budgets and overall decision-making toward maintaining financial integrity, • You are a Strong Servant Leader and business partner with the ability to connect with all levels of leadership as well as lead, coach and mentor a team, • You would describe yourself as Highly Analytical, Organized and someone who enjoys planning projects with great attention-to-detail and time management skills

Position Overview: Verra Mobility is seeking a strategic and technically skilled Enterprise Application Support Manager to lead the support, optimization, and strategic management of our global enterprise applications. This role will oversee the administration of systems such as Oracle Fusion ERP, Oracle FCCS, Oracle PBCS, BlackLine, Salesforce, and ServiceNow. A successful individual in this role will champion improvements that enhance financial reporting, internal controls, processes, and operational efficiency of enterprise applications. They will enable the enterprise to move quicker and serve our customers at scale and with enhanced capabilities. Enterprise Resource Planning Platforms (ERP) Responsibilities • Collaborate with the accounting and finance teams to understand their business needs and coordinate with IT to implement solutions that meet the business needs, goals and objectives., • Advise information system business partners on accounting implications during the implementation of new applications, • Manage cross-functional financial systems projects that directly impact accounting/finance to ensure compliance with U.S. GAAP and Sarbanes-Oxley. Serve as a subject matter expert for financial applications which include Oracle Fusion, FCCS, BlackLine and PBCS., • Oversee 1st line support for financial applications, ensuring quick issue resolution and minimal downtime. Enterprise Ticketing and Customer Interaction Systems Responsibilities • Oversee the configuration, support and delivery of enterprise application services ie Oracle, ServiceNow, Salesforce, • Manage day-to-day support of enterprise applications, ensuring availability, reliability, and performance., • Manage incident, problem, and change management processes in alignment with ITIL best practices., • Ensure timely resolution of escalated issues and effective communication with stakeholders., • Coordinate with business units to understand application needs and translate them into support strategies. Qualifications: • Requires a bachelor’s degree preferably in Accounting, Finance, Business or related field (CPA preferred, but not required), • Minimum of 6 years of experience with relevant business and technology experience., • Minimum of 6 years of working knowledge of core accounting/finance functions including accounts payable, general accounting, working capital management, cash applications, revenue management and billing, financial reporting and payroll, • Minimum of 6 years of experience supporting enterprise level applications in a highly complex environment., • Exposure to a variety of general ledger and Enterprise Resource Planning (ERP) applications, • Exposure to key Oracle Fusion configurations and functionality of core financial modules, FCCS and PBCS., • Ability to challenge the status quo and identify improvement opportunities, • Project management experience with a track record of meeting expectations and delivering agreed-upon results, • Interpersonal skills with the ability to communicate effectively and interact cross-functionally with individuals and departments throughout the business, • Self-starter with the ability to multi-task and thrive under pressure, • Strong problem-resolution and analytical skills, • Excellent written and verbal communication skills, including summarization of detailed data, • Must be locally located and comfortable working a 3 days in office hybrid model and 2 days remote

Job Title: Office Administrator Location (city, state): Phoenix, AZ Compensation: $20–$25/hour (Contract-to-Hire) Benefits: This position is eligible for medical, dental, vision, and 401(k). Qualifications: • High school diploma required, • 2+ years of experience in an office support, administrative, or receptionist role, • Experience handling multiple responsibilities in a fast-paced office environment, • Basic Excel skills, including simple formulas, • Strong attention to detail and organizational skills, • Reliable transportation for occasional local travel between Phoenix-area offices, • Professional communication and customer service skills, • Comfortable supporting both office and field-based teams Addison Group is hiring on behalf of our client for a Receptionist opportunity supporting a growing construction organization. This position is ideal for candidates who enjoy being the go-to person in the office and are looking for a long-term opportunity with room for growth. This role goes beyond traditional front desk duties and includes office coordination, onboarding support, administrative assistance, and cross-functional collaboration with various departments. Candidates who thrive in a fast-moving environment and enjoy wearing multiple hats will be successful in this opportunity. Industry: Construction Work Schedule: Monday–Friday, 7:00 AM – 4:00 PM Occasional Saturday support may be needed approximately once per month with advance notice. About Our Client: Our client is a well-established and growing organization supporting large-scale commercial and infrastructure projects across multiple states. They are known for strong employee retention, a collaborative environment, and long-term career development opportunities. Employees receive extensive support and training, making this an excellent opportunity for someone eager to grow within a stable organization. Key Responsibilities: • Serve as the first point of contact for office visitors, calls, and deliveries, • Coordinate employee onboarding activities and assist with HR-related administration, • Support payroll documentation and general administrative processes, • Maintain office supplies, snacks, filing systems, and overall office organization, • Schedule and coordinate team lunches, meetings, and office events, • Provide administrative support to additional departments as needed, • Assist with accounts payable or purchasing-related tasks on an as-needed basis, • Support operations for both local Arizona projects and remote project teams in other states, • Participate in employee training initiatives after onboarding into the role, • Long-term growth potential and career advancement opportunities, • Exposure to multiple areas of business operations including HR, payroll, and accounting support, • Collaborative and team-oriented work environment, • Business casual office setting, • Strong onboarding and training resources available, • Stable company with long-tenured leadership and employees, • Contract-to-hire opportunity with conversion potential around the one-year mark, • Seeking candidates interested in long-term career growth, • Occasional quarterly travel opportunities may become available after permanent conversion, • Interview process consists of one interview with hiring leadership

Company Description Strike Advisory optimizes R&D tax credits, helping companies fuel innovation. With extensive experience in software development, manufacturing, enginerering, and innovation, we provide deep insights into the intricacies of R&D tax credits. This expertise allows us to assist companies of all sizes, from small startups to large enterprises, in maximizing their tax incentives and driving innovation forward. Role Description This is a full-time remote role for a Senior Manager, R&D Tax Credits. The Senior Manager will be responsible for analyzing and preparing R&D tax credit claims, conducting comprehensive research, and working closely with clients to gather necessary documentation. Daily tasks include detailed reporting, maintaining client relationships, and ensuring compliance with relevant tax laws and regulations. Qualifications • 4+ years of experience conducting R&D tax credit studies, • Strong Analytical Skills, • Excellent Communication skills, • Attention to detail and organizational skills, • Ability to work independently and remotely, • Bachelor’s degree in Accounting, Finance, or a related field, • CPA designation is a major plus

Job Description – Accounting Manager Location: Phoenix – Hybrid Duration: 06/01/2026 – 12/31/2026 Position Type: Contract / Staff Augmentation Work Schedule: Monday–Friday, 8 AM – 5 PM Position Summary Seeking an experienced Accounting Manager to oversee financial operations, accounting processes, reconciliations, reporting, payroll review, budgeting activities, and management of accounting staff. The ideal candidate will have strong experience with Arizona state financial systems, federal financial reporting, grants/funding management, and team leadership. Key Responsibilities • Review and approve Accountant IV transactions in AZ360, • Review ACH transactions and ensure timely processing, • Perform monthly reconciliations of AZ360 funds and cash flow worksheets, • Review General Fund Status reports (BQ90LV1), • Manage payroll reconciliation and reporting activities, • Review and approve LGTS reconciliations, • Manage travel claims and investment splits, • Assist with budget preparation and funding code assignments, • Maintain and manage Chart of Accounts structure and naming, • Supervise, train, and mentor accounting staff and new employees, • Assist with accounting procedures for Long-Term Water Augmentation projects, • Prepare MBE/WBE reports and assist with audits, • Support federal financial reporting (FFRs), • Complete internal audits and corrective actions, • Prepare disbursement claims and fund adjustments in AZ360, • Track interest payments from the State Treasurer’s Office, • Support arbitration payment processing and PO management Required Skills & Experience • Strong management/team leadership experience, • Experience with:, • BQ38LV3 – Period Expense Reporting & Adjustments, • Federal Financial Reporting (FFRs), • Grants and Federal Funding, • Hands-on experience with:, • AZ360 FIN & HRM (Mandatory), • DotStaff (Mandatory), • eCivis, • APP, • Experience supervising accounting operations and staff, • Strong reconciliation, budgeting, audit, and reporting experience, • State government accounting experience preferred Preferred Qualifications • Bachelor’s Degree in Accounting, Finance, or related field preferred, • Accounting certifications are a plus, • Equivalent experience of 15+ years in accounting may substitute for degree, • Experience with water infrastructure or water-related projects preferred Additional Information • Primarily remote/work-from-home role with occasional onsite requirements, • Mandatory onsite attendance at least two days per month for Board and Committee meetings, • More onsite presence may be required during year-end activities, • Candidates must be local to the Phoenix, AZ area, • In-person interview availability required within one week after posting closure, • Background check and drug screening required through HireRight Important Notes • Arizona state platform experience is highly preferred

About Turing: Turing is one of the world’s fastest-growing AI companies accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. Role Overview: We are seeking experienced finance professionals to provide omnichannel chat support for SMB (small and medium-sized business) owners. This role involves answering both general help questions and complex, data-heavy accounting queries. Requirements: • Active user of QuickBooks Online (QBO), • Proven experience in accounting or bookkeeping, • Prior experience with omnichannel chat support, • Strong understanding of financial concepts and data analysis, • Ability to handle complex, data-driven accounting questions, • Experience working with SMB clients preferred. Responsibilities: • Respond to customer queries via omni chat platforms, • Handle accounting-related questions requiring deep financial expertise, • Support SMB business owners with bookkeeping and financial guidance, • Analyze and interpret financial data to provide accurate responses, • Complete assigned PPT-based tasks as needed Nice to Have • SMB business owners with hands-on accounting experience, • Previously engaged experts with relevant domain expertise, • Accountants/bookkeepers comfortable with high-volume, data-heavy queries Perks of Freelancing With Turing: • Work at the forefront of AI applications in accounting and finance., • Fully remote and flexible work environment., • Opportunity to collaborate on high-impact projects with global reach. Offer Details: • Commitment: upto 40 hrs/week., • Duration: ~ 2 months, with the possibility of extension based on performance and project needs. After applying, you will receive an email with a login link. Please use that link to access the portal and complete your profile. Know amazing talent? Refer them at ___, and earn money from your network.

Entry Level Payroll Clerk Outsource is the largest staffing firm in the nation specializing in the placement of low voltage and electrical talent. We are on the hunt for for someone who is interested in learning and growing within the payroll field and/or staffing industry! This is a great opportunity to work alongside some of the best in the business to gain hands-on experience in various aspects of payroll, customer service, and staffing. As a Payroll Clerk with Outsource, you will work with our Sales & Recruiting teams, as well as our external candidates and clients to process payroll and billing. The ideal candidate has a knack for numbers and details. This position requires 90 days in office training and then transitions to hybrid (3 days remote, 2 days in office). Payroll Clerk Responsibilities • Process payroll for external candidates on a weekly basis, • Assist Recruiting team with timecard collection, • Request timecard approvals from existing clients, • Data entry of paper timecards into our payroll software, • Assist external candidates with entering time through online portal, • Troubleshoot payroll issues, as they arise, • Generate and send client invoices on a weekly basis, • Coordinate with Sales team to ensure accuracy of invoices, • Making phone calls and fielding incoming calls from internal and external clients, • Assist with mitigation of payroll issues such as short payments, • Assist various departments when needed including payroll and accounting, • Other duties may be assigned as needed Benefits • $18.00 hourly rate (paid weekly on Fridays), • Paid time off: 15 personal days, 7 holidays, & 2 floating holidays, • Low-cost health insurance: Medical, Dental, Vision, & Life, • Hybrid schedule after 3 month in-office training period, • 401k (we match!), • Paid parental leave Requirements • Computer literacy in a Windows environment and Microsoft Suite (experience using Microsoft Excel a plus), • Minimum 6 months experience in an office setting or customer service role, • Strong attention to detail, • Excellent organizational skills, • Sense of urgency and a “willing to” attitude Our Employees • Our team is the reason we have such a strong brand, are able to offer such exceptional customer service, and continue to grow rapidly as an organization.

Actalent Corporate has immediate openings for Time & Expense / Payroll Associates at our West Coast Corporate office in Tempe, AZ! No Payroll Experience Required Must be On-Site in Tempe, AZ Schedule: • Internal | Permanent, • Full Time | Monday - Friday | 8:00 AM - 5:00 PM, • Hybrid | 4 days in-office, 1 day remote Compensation / Benefits: • Hourly Rate: $21.63 per hr ($45,000 annually), • Bonus Potential: $333 monthly (up to $4,000 annually), • Benefits: Medical, Dental, Vision, Prescription, 401(k), PTO (20 days + 6 Holidays), Profit Sharing, etc. Job Summary The Time and Expense Operations / Payroll Associate is responsible for the processing and management of the Time Capture and Expense activities with an overall focus on data collection, data integrity and customer service while representing professionalism within all relationships. Key Responsibilities Time processing and adjustments • Provide world class customer service in every interaction to ensure a quality employee experience, • Perform collection of timecards and record of time data in the payroll system, • Monitor time (regular, overtime & other hours) and attendance against timesheet data and time entry system to ensure correct submissions for the payroll system, • Run reports to identify missing timecard information and/or variances; work with contractor to validate and correct timecards, • Confirm all compliance requirements are met to process payment; request missing requirements in order to process payment through payroll system, • Communicate with clients and contractors to obtain approved timecards and expense documents., • Manage time adjustment process (in case of time errors), including completion of required documentation, updates in the system and communications with impacted stakeholders, • Manage and track personal time off (PTO),absence etc.; manage related documentation and system updates Expense processing and adjustments • Collect expense forms and record expense information into payroll system, • Track contractor expense reports and ensure accurate matching with claimable receipts, • Execute expense report adjustments in payroll system Audit activities and issue resolution • Support issue resolution with regards to the TCE process with a goal of ensuring customer satisfaction and timely resolution, including working closely with the field office to communicate required activities that need to happen in the field, and interacting with contractor for the required follow-ups, • Validate time & attendance against timesheet data and invoice where required, • Promptly escalate complex time and expense related inquires and issues to TCE Supervisor for resolution, • Validate payment against expense forms, receipt back up and client & regulatory requirements., • Manage timecard and billing audit and collection (including contacting contractors and/or clients for missing timecards) in PeopleSoft and Time Central, • Start , Finish entry and Data entry, • Enter all starts (new hire and rehire) for assigned field offices within 24 hours of confirmed start date or finish., • Audit New Starts report and partner with field office to confirm accuracy, • Process finishes according to state specific requirements to ensure compliance, • Assist with data entry of personal data updates, direct deposit, position changes including rates and end dates Competencies • Ability to prioritize, organize, problem solve and meet deadlines and goals, • Ability to communicate effectively and provide follow up, • Capability of working in a team oriented environment that is fair, open and honest, • Thorough knowledge of business policies and human resource practices, • Excellent written/oral communication and interpersonal skills, • Strong decision making ability, • Integrity and ability to maintain confidentiality and personal credibility, • Ability to tackle complex issues and develop innovative, practical solutions, • Understanding of the Allegis organization; context, complexity, dynamics, key issues and drivers, • Understanding how information impacts the operating company and how data will be used to support operating company decisions, • Action and detail oriented; able to prioritize while handling multiple tasks Qualifications • 2 + years' experience in a customer service related position, • Associates degree or two years of applicable experience in customer service, • BA/BS degree in Human Resources, Business, and Accounting preferred Personal Attributes • Natural team player, • Confidential and diplomatic, • Self-starter/initiator, • Critical thinker, • Seeks growth and self-improvement, • Flexible, • Resilient/composed, • Self-aware, • Ability to prioritize, organize, problem solve and meet deadlines and goals, • Ability to communicate effectively and provide follow up, • Ability to build strong partnerships with all internal customers, both in their own office and from a distance, • Understanding how information impacts the operating company and how data will be used to support operating company decisions, • Action and detail oriented; able to prioritize while handling multiple tasks About Actalent With global headquarters outside of Baltimore, MD, Actalent has an existing network of almost 30,000 engineering and sciences consultants and more than 4,500 clients across the U.S., Canada, Asia, and Europe, including many of the Fortune 500. We give clients access to specialized experts that drive scale, innovation, and speed to market, supporting engineering and science initiatives that advance how companies serve the world. Our Aston Carter brand provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. Our Culture Actalent is an equal opportunity employer. We are committed to creating and fostering an inclusive environment for all employees. We encourage all employees to bring their most authentic selves to work. To achieve these goals, we offer a range of community groups and service opportunities for all employees. Allegis Group Foundation The Allegis Group Foundation is a central part of our commitment to giving back to the communities in which we work and live. Did you know that the Allegis Group Foundation can accelerate your efforts to create meaningful change in our communities? Incorporated in 2000, this philanthropic arm of our business awards direct grants to nonprofit organizations and provides additional financial support through our Employee/Office Match Program. We form strategic alliances with national organizations for the contributions they make to the communities we serve, their ability to help our organization make an impact in the marketplace, and the development offerings they have for our internal employees and consultants. Check out our Instagram and LinkedIn to see what it’s like to be part of our team: instagram.com/weareactalent | ___ #actalentinternal #LI-Onsite

Corporate Finance Leadership Opportunity in Financial Services FP&A Manager, Technology Location(s): 18700 N. Hayden Road, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full time Salary: $120,000 - $140,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Summary: The FP&A Manager, Technology will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes. This role will specifically support the organization's Investment Committee and technology leaders. Responsibilities: * Lead the development and implementation of investment prioritization processes with executive leadership. * Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives. * Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities. * Provide financial guidance and support to drive decision-making, performance improvement, and cost management. * Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance. * Lead the development and implementation of financial planning, budgeting, and forecasting processes. * Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency. * Management Reporting * Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs). * Develop dashboards and visualizations to communicate financial results to senior management and business partners. * Ensure timely and accurate financial reporting in compliance with internal policies and external regulations. * Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function. * Leverage technology and automation to streamline financial planning and reporting processes. * Ensure robust internal controls and adherence to best practices in financial management. Education Requirements: * Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred. Basic Requirements: * Minimum of 5 years' experience in FP&A, finance, or business analysis role * Advanced financial modeling and analysis skills * Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment * Expert proficiency in the use of business applications, particularly Excel and PowerPoint * Experience with financial reporting and general ledger applications tools * Must have acute attention to detail * Strong written and verbal communication skills Preferred Requirements: * Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance) * Prior support of a technology organization * Experience with Workday Financials and/or Apptio

Corporate Finance Opportunity in Financial Services Senior Financial Analyst Location(s): Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $80,000 - $95,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Senior Financial Analyst is primarily responsible for supporting Osaic's Corporate Finance function, which broadly encompasses financial analysis, recruiting economics, long range planning and M&A activities. In this capacity, the ideal candidate will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units. Education Requirements: * Master's Degree in Finance preferred, Bachelor's Degree from accredited university in Finance or other related field is required. Responsibilities: * Develops/maintains complex financial models as part of the company's forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning / budgeting) * Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems * Assesses the financial and economic performance of various businesses through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability * Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement * Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management * Maintains forecasting, budget, and key operating metrics and databases within applicable systems * Assists with implementation of new tools and systems * Assists in the producing analysis and recommendations for senior management with respect to strategic business decisions * Helps to improve current finance processes through simplification and/or automation * Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit * Mentor junior team members * All other duties as assigned Basic Requirements: * Minimum of 5 years' experience in FP&A, finance or business analysis role * Advanced financial modeling and analysis skills required * Solid knowledge of financial statements, corporate finance and accounting principles required * Expert proficiency in the use of business applications, particularly Excel and PowerPoint * Experience with financial reporting, corporate finance, and general ledger applications tools * Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment * Self-starter who will anticipate challenges and work proactively to resolve issues * Comfortable working within an entrepreneurial, "roll-up your sleeves" environment * Strong written and verbal communication skills * Team player with a customer service mentality Preferred Requirements: * Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance) * Experience with financial tools (Adaptive Planning and Workday Financials) a plus * MBA degree is a plus

Job Description: Joining the American Red Cross is like nothing else - it's as much something you feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a team of welcoming individuals who are exceptional yet unassuming. Diverse, yet uncompromising in unity. You grow your career within a movement that matters where success is measured in people helped, communities made whole, and individuals equipped to never stop changing lives and situations for the better. When you choose to be a force for good, you'll have mentors who empower your growth along a purposeful career path. You align your life's work with an ongoing mission that's bigger than all of us. As you care for others, you're cared for with competitive compensation and benefits. You join a community that respects who you are outside of work as much as what you do at work. Where Your Career is a Force for Good! We are currently seeking a professional, innovative, and detail-oriented Finance Analyst II to support the Finance Department. This is a fully remote position that can be located anywhere in the USA. This is a temporary position and is estimated to last one year. WHAT YOU NEED TO KNOW: Under limited supervision, the Financial Analyst collects and evaluates data from various organizational units to develop recommendations and support key deliverables, including financial plans and analyses. This role provides business leaders with financial forecasts and insights to inform both short- and long-term decision-making. Additionally, the Financial Analyst offers support, development, and leadership guidance to volunteers, helping to ensure alignment with organizational goals and effective program execution. WHERE YOUR CAREER IS A FORCE FOR GOOD: • Manage project priorities and deliverables across multiple initiatives, balancing speed, quality, and stakeholder needs, • Conduct and document moderately complex financial analysis projects., • Interpret and implement financial concepts for financial planning and control., • Provide regular revenue and/or expense analyses and reports., • Provide analysis to determine present and future performance., • Support the development and maintenance of financial policies, procedures, and systems. WHAT YOU NEED TO SUCCEED:(Qualifications) Education: Bachelor's degree in accounting, Finance, Business Administration, or related field required. Experience: Minimum 3 years of related experience or equivalent combination of education and related experience required. Management Experience: N/A Skills & Abilities: Knowledge of applicable principles, concepts, practices, and standards. Good interpersonal, verbal, and written communication skills. Basic proficiency in the use of a personal computer, word-processing, spreadsheet applications, and database applications when applicable. Ability to work on a team. Travel: May travel and participate in meetings and conferences throughout the Red Cross system. WHAT WILL GIVE YOU THE COMPETITIVE EDGE: • Strong technical skills with working knowledge of Power BI., • Team player with the ability to manage multiple projects simultaneously., • Red Cross experience is a plus. SALARY INFORMATION: The salary range for this position is $70,000 - $80,000 Note that American Red Cross salaries are aligned with the geographic location where the work is primarily performed. Other factors that may be used to determine your actual salary include your specific skills, the number of years of experience you have, and comparisons to other employees already in this role. BENEFITS FOR YOU: As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive package includes: • Medical, Dental, and Vision plans, • Health Spending Accounts & Flexible Spending Accounts, • PTO: Starting at 15 days a year; based on the type of job and tenure, • Holidays: 11 paid holidays comprised of six core holidays and five floating holidays, • 401K with up to 6% match, • Paid Family Leave Employee Assistance, • Disability and Insurance: Short + Long Term, • Service Awards and recognition The American Red Cross is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, San Diego Fair Chance Ordinance, the California Fair Chance Act and any other applicable state and local laws. AmeriCorps, the federal agency that brings people together through service, and its partners - the Peace Corps, AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance - launched Employers of National Service to connect national service alumni with opportunities in the workforce.American Red Cross is proud to be an ___ partner and share our employment opportunities with the network of organizations. Interested in Volunteering? Visit___ to learn more, including our most-needed volunteer positions. To view the EEOC Summary of Rights, click here: ___

Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work on this schedule. Osaic is not considering remote candidates at this time. Role Type: Full-time, Non-Exempt Schedule: Shift schedules are aligned to time zones for service however some flexibility may be required. The schedule for training may be different than your ultimate assigned schedule. Salary: $45,000-$55,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation. Our ideal candidate is excited to support the thriving businesses of Osaic's Financial Professionals, acting as a key point of contact for their office. Starting your career within Osaic's Service Call Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting advisors and their teams, learning core service processes, and developing expertise across Osaic's platforms, products, and policies. The Service Call Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential. Education Requirements: High School Diploma or equivalent (GED) required Responsibilities: Customer Support & Phone Inquiries • Answer inbound calls from financial professionals in a courteous, professional, and timely manner, • Respond to questions regarding accounts, products, services, and procedures, • Research and resolve issues efficiently, escalating complex matters as needed, • Document all interactions accurately in internal systems Form Processing & Administrative Support • Review, verify, and process service forms and requests submitted by financial professionals, • Follow established workflows and service-level agreements to meet turnaround time expectations, • Communicate with financial professionals regarding missing information or required corrections Quality & Compliance • Adhere to company policies, regulatory requirements, and data privacy standards, • Maintain accuracy and attention to detail in all customer interactions and transactions, • Participate in ongoing training to stay current on products, systems, and procedures Collaboration & Continuous Improvement • Work closely with internal teams to resolve inquiries and improve service delivery, • Identify trends or recurring issues and provide feedback to leadership, • Contribute to a positive team environment and customer-focused culture Basic Requirements: • Customer-focused mindset, • Attention to detail and accuracy, • Problem-solving and critical-thinking skills, • Time management and organizational skills, • Motivated individuals looking to grow a career in the Financial Services industry, • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience, • Proficient with Windows Microsoft Excel, Word, Outlook and Internet, • Ability to verbally communicate effectively with the Advisors regarding service issues, • Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides Preferred Requirements: • Minimum 1 years' experience of brokerage experience, • Completion of the FINRA SIE exam, • FINRA Series 7, • Experience with Envestnet / Wealth Management Platform, • Bachelor's degree in business, Finance or related field is preferred, • Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Corporate Finance Opportunity in Financial Services Financial Analyst II Location(s): Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $70,000 - $85,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Financial Analyst is primarily responsible for supporting Osaic's Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. In this capacity, they will play a leading role in various analytical and management reporting efforts while developing and managing relationships with key leaders and stakeholders within different business units. Education Requirements: * Bachelor's Degree from accredited university in Business, Financia, Accounting, Economics, or related field is required. Responsibilities: * Develop and maintain financial models in support of the company's business development initiatives * Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers * Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems * Work with large sets of data to drive analytics to assist in business decisions * Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team * Monitors Advisor terminations and build reporting to help drive business conversation * Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting * May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions * Develop and maintain excellent relationships with colleagues across business units * All other duties as assigned Basic Requirements: * Minimum of 3-5-years experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce) * Advanced Skills in MS Office products, particularly Excel and PowerPoint * Intermediate to advanced financial modeling and analysis skills *Analytical skills, including the ability to identify key trends and drivers * Strong written and verbal communication skills * Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment * Self-starter who will anticipate challenges and work proactively to resolve issues * Comfortable working within an entrepreneurial, "roll-up your sleeves" environment * Team player with a customer service mentality Preferred Requirements: * Prior financial services industry experience

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work assigned schedule. Osaic is not considering remote candidates at this time. Role Type: Full-time, Non-Exempt Salary: $43,000 - $48,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: We are seeking a detail-oriented Processing Specialist to join our Financial Services team, supporting the efficient and accurate handling of brokerage account documentation. In this role, you will be responsible for reviewing, validating, and processing a variety of client account requests-including account openings, transfers, maintenance money movement, and regulatory documentation-while ensuring compliance with firm policies and industry standards. At the core of this role is a commitment to delivering an exceptional service experience. You will act as a trusted partner to both financial professionals and internal stakeholders-prioritizing responsiveness, accountability, and clear communication. Success in this position requires a proactive mindset, a willingness to go above and beyond, and a genuine dedication to helping others. Starting your career within Osaic's Processing Center provides a strong foundation for long-term growth within the firm. In this role, you'll build a deep base of knowledge by supporting financial professions and their teams, learning core operational processes, and developing expertise across Osaic's platforms, products, and policies. The Operations Center is designed as an entry point to the organization, offering hands-on experience, ongoing training, and exposure to multiple areas of the business. As you develop your skills and discover your strengths, you'll have opportunities to expand your responsibilities and explore diverse career paths across Osaic, shaping a future that aligns with your ambitions and potential. Education Requirements: High School Diploma or equivalent (GED) required Responsibilities: Operations Processing • Process brokerage account documents with a high degree of accuracy and within established service level timelines, • Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present, • Validate transactions against firm policies, industry regulations, and compliance standards, • Identify and resolve discrepancies, missing information, or errors prior to processing, • Ensure strict adherence to regulatory requirements (e.g., KYC, AML, and account registration rules), • Maintain precise records and audit trails for all processed transactions, • Prioritize workload effectively to meet deadlines in a high-volume processing environment, • Collaborate with internal partners to clarify requests and facilitate timely resolution, • Continuously monitor for risk and escalate potential compliance issues when identified, • Interact with financial advisors, clearing firms, custodians, and other external partners on routine and complex account transfer requests., • Provide timely and accurate status updates within contact management and workflow systems., • Make outbound phone calls to financial professionals as needed to resolve transfer issues and communicate status updates., • Maintain a strong understanding of clearing firm processes and policies and how they align or differ from internal procedures., • Act as backup support to coworkers by crosstraining on all department functions and demonstrating flexibility during periods of increased workflow., • Remain current on changes to industry regulations, clearing firm procedures, and internal business processes., • Perform additional duties as assigned. Customer Support & Phone Inquiries • Answer inbound calls from financial professionals in a courteous, professional, and timely manner, • Respond to questions regarding accounts, products, services, and procedures, • Research and resolve issues efficiently, escalating complex matters as needed, • Document all interactions accurately in internal systems Collaboration & Continuous Improvement • Work closely with internal teams to resolve inquiries and improve service delivery, • Identify trends or recurring issues and provide feedback to leadership, • Contribute to a positive team environment and customer-focused culture Basic Requirements: • Customer-focused mindset, • Attention to detail and accuracy, • Problem-solving and critical-thinking skills, • Time management and organizational skills, • Motivated individuals looking to grow a career in the Financial Services industry, • Proficient with Windows Microsoft Excel, Word, Outlook and Internet, • Ability to read & interpret company policies, operations manuals, & technical guides Preferred Requirements: • For new graduates: internship, co-op experience, prior work experience, • 1 years' experience of brokerage experience, • Completion of the FINRA SIE exam, • FINRA Series 7, • Experience with Envestnet / Wealth Management Platform, • Bachelor's degree in business, Finance or related field is preferred, • Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Corporate Finance Opportunity in Financial Services Accounts Payable (A/P) Manager Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $80,000 - $105,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Accounts Payable Manager is responsible for managing the daytoday operations of the accounts payable function, ensuring timely, accurate processing of invoices, payments, and expense reimbursements. This role leads an AP team, enforces internal controls, and supports process improvements while executing within established policies, systems, and ProcuretoPay frameworks set by senior leadership. Education Requirements: * Bachelor's Degree from accredited university in Accounting, Finance, Business, or related field, High School Diploma or equivalent (GED) is required. Responsibilities: * Manage and supervise the A/P team, including onboarding, training, coaching, and performance management. * Oversee daily invoice processing, vendor maintenance, payment runs, and 1099 preparation activities. * Ensure adherence to established internal controls, approval workflows, and payment authorization procedures. * Monitor workload distribution and service levels to ensure timely, accurate processing in a highvolume environment. * Serve as the primary point of escalation for vendor inquiries and transactional issues. * Partner with Accounting, Procurement, and business stakeholders to support ProcuretoPay operations and issue resolution. * Review A/P aging, open items, and discrepancies; support monthend close activities in coordination with Accounting. * Strong communication and relationship building skills to collaborate with other departments and business leadership. * Identify operational inefficiencies and provide recommendations for process improvements. * Prepare and maintain routine operational reporting and metrics for management review. * Support internal and external audits by providing documentation and responding to inquiries. * Perform additional duties as assigned Basic Requirements: * 5+ years of accounts payable experience, including prior people leadership or lead responsibilities. * Strong understanding of accounts payable processes, controls, and best practices. * Experience working with ERP systems (preferably Workday) and invoice automation tools. * Proven ability to manage teams, prioritize workloads, and meet deadlines. * Strong communication, organizational, and problemsolving skills. Preferred Requirements: * Experience with Procure-to-Pay transformation or system implementations. * Experience in financial services or large corporate environments. * Experience in a SOX and/or Internal Audit controlled environment.

Accounting Opportunity in Financial Services Tax Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $70,000 - $100,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic seeks a self-driven and motivated professional to join the tax team in Scottsdale, AZ. Reporting to the Director of Tax, the Income Tax Analyst will provide income tax support for compliance, provision, and other tax reporting needs. This position requires an experienced professional with an intermediate level of knowledge of ASC 740 Accounting for Income Taxes and corporate tax compliance. Candidates will be expected to demonstrate a basic knowledge of ASC 740 concepts and use of tax compliance software, as well as the ability to learn quickly and adapt to new challenges, and strive for perfection within a fast-paced environment. Education Requirements: * Bachelor's Degree in Accounting; Masters of Tax and/or CPA-licensed is a plus Responsibilities: * Prepare workpapers and consolidated federal & state corporate income tax returns * Identify opportunities to minimize income tax liability * Assist with the preparation of the monthly, quarterly, and year-end income tax provision calculations and associated journal entries, as well as supporting memos. * Assist with the preparation of quarterly estimated tax payments * Assist with the preparation of the company's non-income tax returns, such as excise, sales/use, gross receipts, etc. * Perform tax research and document tax positions * Assists with income tax audits, notices, and other ad-hoc tax matters as the need arises Basic Requirements: * 1-3 years of corporate tax experience, including consolidated groups and multi-state activities, in public accounting and/or industry * Demonstrated ability to work and solve/research problems independently and collaboratively in a team environment * Knowledge of federal and state corporate income tax laws * Knowledge of tax compliance and provision software (OneSource Income Tax is a plus) * Intermediate skill in Microsoft applications (Excel, Word, Outlook, etc.) * Ability to communicate clearly and concisely, both verbally and written, with internal and external parties * Ability to plan, prioritize, and execute a high volume of tasks

Accounting Opportunity in Financial Services Manager, Shareholder Support & Corporate Accounting Policy Location(s): La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: 100,000 - 125,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: This key position on the Corporate Controller team, which will report to the Director of Accounting Policy, will lead the Company's shareholder support function and provide accounting policy support. The shareholder support component of the role will involve regular collaboration with the Chief Accounting Officer, Legal Department, outside counsel, and our majority owner. The accounting policy component of the role requires strong technical research and writing skills. This position will also assist with other special projects as needed, including but not limited to M&A. Education Requirements: * Bachelor's Degree from accredited university in Finance, Accounting, Economics, or a related area of study, High School Diploma or equivalent (GED) is required. * CPA Required Responsibilities: * Manage the Company's shareholder support function working closely with the Director of Accounting Policy, Chief Accounting Officer, Legal Department, outside counsel, and our majority owner * Maintain the shareholder capitalization table * Research and answer shareholder questions, collaborating with the legal department as needed * Perform periodic shareholder unit reconciliations with the Company's outside recordkeeper and trust company * Partner with legal to support additional equity offerings, typically associated with business acquisitions * Monitor standard-setting developments under GAAP and SEC regulations * Timely identify impacts with respect to the Company's implementation of new accounting standards and prepare roadmaps and tracking to ensure timely implementation. * Analyze accounting and financial reporting considerations for complex accounting topics, including assisting the Director of Accounting Policy with educating senior management on the potential accounting or reporting impacts of alternative transaction structures. * Develop collaborative working relationships with key finance, legal, and other business leaders * Assist with the organization of presentations to provide technical training on various standard-setting developments * Complete accounting analyses, including but not limited to M&A transactions, to determine the accounting impact of transactions, Draft technical memorandums which document the Company's accounting analysis and conclusions in a clear, logical, and comprehensive manner, including the related coordination with the external auditor * Assist the External Reporting team with audited financial statement reviews * Provide direct support on other special projects, including but not limited to those associated with M&A activities, as assigned. Basic Requirements: * Past shareholder support experience is not required; however, the candidate should have a strong desire to gain this experience * Minimum of 6 years progressive experience with accounting, including technical accounting research and SEC reporting * Knowledge of US GAAP and SEC reporting rules and regulations and their application with their application to the wealth management industry and with M&A transactions preferred * Strong attention to detail, technical, analytical, organizational, and problem-solving skills * Excellent communication skills, both oral and written, including the ability to interact directly with shareholders and technical memo writing * Demonstrated experience with effectively managing projects to a timely conclusion * Ability to work both independently and in a team environment * SEC experience required Preferred Requirements: * Additional FINRA and Finance Certifications

Compliance Opportunity in Financial Services IA Compliance Policies, Procedures and Testing Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $125,000 - $135,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: IA Compliance Policies, Procedures and Testing Manager will be responsible for oversight and execution of the Firm's RIA Compliance Program which includes but is not limited to ongoing administration, new policy formulation, risk assessment, testing and regulatory filings. Education Requirements: • Bachelor's Degree from accredited university in Business, Accounting, Finance or related discipline. High school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required and High School Diploma or equivalent (GED) is required. Responsibilities: • Monitor compliance with laws, rules and regulations, • Develop & manage AG's RIA Compliance Program, • Coordinate and oversee the development, implementation and enforcement of policies, procedures and programs to minimize risk, • Prepare for and respond to regulatory inquiries, examinations, internal and external audits, • Represent RIA Compliance Department in cross functional Firm initiatives and committees, • Provide investment advisory compliance support to RIA subsidiaries of Osaic, • Research and resolve issues, provide recommendations, and escalate to senior management as needed, • Design, implement, and maintain a risk-based compliance testing program in accordance with Rule 206(4)-7 of the Investment Advisers Act of 1940., • Develop and execute annual and periodic testing plans to evaluate the effectiveness of RIA compliance policies, procedures, and associated internal controls., • Perform and oversee documented testing of key advisory risk areas, including but not limited to conflicts of interest, disclosures, best execution, trading practices, marketing/advertising, custody, cybersecurity, privacy, and personal trading., • Evaluate testing results, identify control gaps or weaknesses, and ensure timely remediation, follow-up testing, and issue tracking., • Prepare formal written testing reports, summaries, and workpapers supporting conclusions and management recommendations., • Coordinate testing efforts with internal stakeholders (Legal, Supervision, Operations, Technology, Risk, and Internal Audit) to ensure comprehensive coverage and consistency., • All other duties as assigned Basic Requirements: • Five+ years of relevant work experience with a financial institution such as a broker/dealer, registered investment adviser, regulatory agency, or other financial institution., • Significant prior experience with the Investment Advisers Act of 1940, Investment Company Act of 1940 and Securities Act of 1933, • FINRA Series 66 (or 65) is required, • Significant prior experience with regulatory filings, conducting risk assessments and 206(4)-7 testing drafting policies and procedures, • Strong ability to build consensus among managers and employees across departments, • Excellent project and time management skills with the ability to handle multiple priorities, meet deadlines and develop process efficiencies where required, • Strong written and verbal communication, including the ability to communicate both up and down the management chain and to adapt your style depending on the audience and subject matter, • Proven management and human relation skills Preferred Requirements: • FINRA Series 7 and Series 24 are preferred.

Finance Opportunity in Financial Services VP, Financial Planning & Analysis Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $220,000 - $250,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic is seeking an accomplished and forward-thinking Vice President of Financial Planning & Analysis (FP&A) to lead our enterprise-wide financial strategy, performance analytics, and forecasting processes. This executive will serve as a trusted advisor to the CFO and Executive Leadership Team, driving financial insight, operational efficiency, and longrange planning to support Osaic's continued growth and transformation. This is a highimpact leadership role ideal for a strategic finance leader who thrives in a dynamic environment, excels in influencing senior executives, and is passionate about building scalable financial processes that support a multibusiness, national organization. Education Requirements: * Master's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred, Bachelor's Degree from accredited university in Finance, Accounting, Business Administration, Economics, or related field required. Responsibilities: * Lead Osaic's enterprise financial planning processes including annual budgeting, quarterly forecasting, longrange planning, and scenario modeling. * Serve as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis. * Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board. * Lead a high-performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team. * Craft external communications and narratives for investors and rating agencies. * Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks. * Partner cross-functionally with Accounting, Corporate Development, IT, HR, and business-unit leaders to align financial plans with operational strategy. * Support M&A evaluation, integration modeling, synergy tracking, and ongoing assessment of ROI for strategic investments. * Implement automation, analytical tools, and bestpractice methodologies to scale financial insights and improve enterprise visibility. * Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business-oriented guidance. * Experience with change management scalable processes with Enterprise. Basic Requirements: * 12+ years of progressive finance experience, with at least 5 years leading FP&A teams or equivalent senior finance function. * Demonstrated executive presence and ability to influence Csuite stakeholders. * Deep expertise in budgeting, forecasting, financial modeling, and strategic planning. * Strong understanding of unit economics, KPIs, and financial performance drivers. * Proven experience leading cross-functional initiatives in a complex, multi-entity environment. * Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint). * Strong leadership capability with experience developing high-performing teams. * Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders. Preferred Requirements: * Prior experience in financial services, wealth management, or broker-dealer environments. * Experience supporting M&A modeling, integration, and synergy realization. * Familiarity with financial systems such as Adaptive Insights, Anaplan, or Workday Adaptive Planning. * Strong background in delivering process automation or analytical technology implementations. * MBA or relevant advanced certification (CFA, CPA) preferred.

Corporate Finance Opportunity in Financial Services Experienced Accountant Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $80,000 - $90,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Experienced Accountant supports the daytoday accounting operations of the organization, including preparing journal entries, performing balance sheet reconciliations, and assisting with the monthend close process. This role partners closely with the team to support external audit activities by preparing documentation and responding to audit inquiries. Working crossfunctionally with finance and other departments, the Experienced Accountant supports accurate and timely financial reporting while helping improve accounting processes in compliance with GAAP and accounting policies. The role operates within a continuous improvementoriented team environment, offering opportunities to contribute to special projects and further develop technical and professional skills in a highgrowth setting. Education Requirements: * Bachelor's in Accounting from a U.S. Accredited University (US GAAP Focused Education) * Preferred: MBA or Masters in Accounting Responsibilities: * Support monthly, quarterly, and year-end close activities through preparation of journal entries and account reconciliations * Perform fluctuation analyses on balance sheet and income statement accounts and provide explanations to leadership * Maintain the general ledger to ensure accuracy of accounting records and financial reporting * Support internal and external audits by preparing support and responding to inquiries and requests * Assist with process improvements and implementation of accounting best practices to improve control environment * Ensure compliance with GAAP, internal controls, and company policies in processes and journal entries * Collaborate with cross-functional teams to support business initiatives, track metrics/results, and resolve accounting issues * All other duties as assigned Basic Requirements: * 3+ years of progressive accounting experience * Strong knowledge of GAAP and accounting principles * Advanced proficiency in the use of business applications, particularly Excel * Experience with general ledger applications (preferably Workday) * Strong analytical and problem-solving skills * Self-starter who will anticipate challenges and work proactively to resolve issues * Highly accountable team player with customer service mentality * Strong written and verbal communication skills Preferred Requirements: * CPA or progress toward CPA * Experience in the financial services or asset management industry. * Public accounting experience at Big 4 or large international firm (BDO, RSM, Grant Thornton) * Public Company/Controls experience (SOX) * Experience with SQL, Alteryx, Snowflake, Power BI or similar reporting and analytics tools

Senior Business Systems Analyst (AVP-Level) Location: Phoenix, AZ (Hybrid – 4 days onsite, Fridays remote) Contract to Hire Pay: $75-$82/HR About the Organization This organization is a leading owner and operator of retail real estate, specializing in developing, leasing, and managing high-quality shopping destinations that connect communities with premium brands and experiences. Overview We’re looking for a senior, project-driving Business Systems Analyst who operates at an AVP level—someone who doesn’t just gather requirements, but leads enterprise initiatives end-to-end. This role is ideal for someone who has a strong track record of owning and delivering ERP-related projects, particularly within Accounting/Finance environments, and can confidently present solutions to senior stakeholders, influence decisions, and drive execution across the business. While the primary system is Yardi, prior Yardi experience is not required. What matters most is deep ERP accounting expertise, leadership capability, and the ability to build and improve processes at scale. What You’ll Do • Lead enterprise-wide ERP and process initiatives from concept through delivery, • Act as the bridge between Finance, Accounting, and IT, driving alignment and execution, • Own solution design—not just requirements—providing direction to technical teams and vendors, • Present recommendations and roadmaps to senior leadership and stakeholders, • Drive process improvement, automation, and data integrity across ERP systems, • Lead change management and adoption efforts across business units, • Build and refine scalable, audit-compliant processes in a SOX-sensitive environment, • Influence the ERP/application roadmap, with a focus on long-term business impact What You Bring • 8–10+ years in a senior BSA / systems role with clear experience leading projects to completion, • Proven ability to own and drive large, cross-functional initiatives Nice To Have: • Strong ERP Accounting / Finance systems experience (preferred), OR, • Background in commercial real estate systems / operations, • Experience working in complex, enterprise ERP environments, • Ability to present, influence, and challenge senior stakeholders, • Strong experience with process design, optimization, and change management, • Comfortable operating in a SOX-controlled, audit-sensitive environment Compensation upon Conversion: • Base Salary: $150K – $165K, • Bonus: ~20%, • Benefits: Comprehensive package Please present your resume in Word or PDF format to be considered.

Job Description Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology to create work flow synergies with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation across all of its Practice Areas through its unwavering subscription to three fundamental tenets: Partnership, Integrity, and Innovation. Purpose Preparation and processing of Proof of Claim and 410A Proof of Claim Attachment. Specific Duties, Activities and Responsibilities • Preparation of Proof of Claim (410 Form) and Proof of Claim 410A Attachment., • Packaging of all essential Loan Documents., • Filing of documents with the Bankruptcy Court., • Following up with client for necessary loan documents, account information, and figures., • Updating client system with status of Proof of Claim., • Provide paralegal and administrative support to attorneys, • Maintain good client relations and be detailed oriented, • Assist with other duties and special projects as needed., • Meet all client and court deadlines and requirements. Job Requirements • High school diploma required, • Bankruptcy, Mortgage Servicing or Accounting experience preferred but not required, • Must have the ability to communicate with Trustees, Bankruptcy Courts, Local Counsel and Debtors Attorneys, • Must have ability to interpret client systems., • Must be proficient in software tools including but not limited to Word, Excel, Outlook and the Internet, • Must be organized and multi-task oriented, • Must have excellent communication skills both verbal and written General Competency Factors • Demonstrates strong written and verbal communication skills. Effectively communicates with all clients (via Client Systems, e-mail and phone)., • Provides exceptional customer service to internal and external customers., • Identifies and resolves problems in a timely manner., • Conscientious with respect to work completion, deadlines, time management and attendance., • Takes initiative in face of obstacles and identifies what needs to be done and takes action., • Demonstrates commitment to Firm’s vision, mission, and core values., • Processes work in compliance with Client requirements as well as SOPs and Operations Matrices., • Analytical and detail oriented, while working at a fast pace and capable of multi-tasking., • Excellent problem solving and organizational skills., • Must be a team player and willing to help others in their department whenever necessary., • Develops professional relationships and builds rapport with others., • Company Paid Life and Disability Insurance plans, • Medical, Dental and Vision Plans with Prescription coverage, • 401K Retirement Savings Plan, • Flexible scheduling (within reason, depending on position), • Generous PTO plan for all full-time employees, • Full equipment station at no cost for remote employees, including dual monitors, • Employee Assistance Plan, offering free 24/7 counseling and consulting services to support emotional health and wellbeing, • Wellness programs and employee discounts, • Learning and development training opportunities for both personal and professional growth

Job Description Total Compensation: $115k-$150k annually Location: Scottsdale, AZ Workplace Setting: Fully Onsite Position Summary The Finance Consultant is responsible for business financial advisory and consulting of 12-15 Cardone Ventures’ clients and the monthly review and monitoring of their financial reports and accounts. As “fractional CFO” for the client, they will prepare activity reports, generate financial forecasts and leverage their finance and business experience to guide client investment decisions. The Finance Consultant will also investigate ways to improve profitability and analyze markets for business opportunities, such as expansion, mergers, or acquisitions. This individual will play a key role in assisting Cardone Ventures’ clients with achieving their transformational growth plans by setting financial objectives and leveraging newly implemented tools such as PowerBI and AI. As part of a strategic client team, they will partner closely with the Operations and Marketing Consultants to accelerate execution, support decision-making, and drive results. This includes our company investing resources to create new client-facing financial dashboards designed to speed up insights, reduce administrative work, and focus efforts on what matters most—growing the client’s business. About Cardone Ventures Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day. SUCCESS LOOKS LIKE • 3 months - Obtain a deep knowledge of client businesses, understating their key objectives and greatest opportunities to implement CV best practices to optimize as they relate to finance and accounting (Cash Flow, Forecasting, Budgeting, Pricing, Expense Management, profitability, etc)., • 6 months - Continued advisory and implementation while helping manage client financial health, budget, cash flow, margins and profitability while providing predictability in clients business for better and more informed decision making, • 1 year - Ensure that client business growth and optimization is occurring by improving profitability, by monitoring financial reporting. Structuring annual planning for clear target and goal setting for future growth., • Ongoing - Consistently identifying ways for improved financial performance through strategic insights. Support expansion opportunities with new products/services, added locations, new markets etc. OBJECTIVES • Conduct weekly/monthly follow-up with clients to determine the effectiveness of financial plans and fine-tune the tactics needed to increase profitability, • Work collaboratively with cross-functional team, including Operations and Marketing to develop monthly strategies, quarterly plans, and annual plans for clients, • Drive plans for major financial strategies, spending, systems management, financial processes/controls for clients, • Optimize and analyze income statements, balance sheets, budgets, forecasts, and charts of accounts for clients, • Manage the quarterly/annual budgeting, revenue forecasting, resource planning and financial review process for assigned clients, • Prepare and deliver monthly financial reporting packages, activity reports, and financial forecasts for clients, • Create incentive compensation plans for clients’ team members, • Collaborate with clients to set short- and long-term financial goals, • Create and deliver financial details and summaries to Cardone Ventures’ Leadership Team and clients, as needed COMPETENCIES • Deep understanding of a client’s full financial landscape, including revenue streams, margin analysis, cash flow, and overall alignment to strategic business goals, • Proven ability to analyze financial statements (P&L, Balance Sheet, Cash Flow), develop complex financial models, and build budgets and reporting packages that inform executive-level decisions, • High emotional intelligence with a willingness to develop deep interpersonal relationships, • Skilled in communicating financial concepts to non-financial business owners and elevating client financial acumen through consultative partnership, • Experience guiding clients through month-end close processes and financial best practices, including transitions between cash and accrual-based accounting Ability to design performance-based incentive structures aligned to budgets, team roles, and measurable KPIs, • Proficient in Excel with intermediate to advanced functions to streamline reporting and drive data efficiency Education And Experience • 5–7 years of experience in Financial Planning & Analysis (FP&A), corporate finance, or accounting., • Proven ability to develop and manage budgets, forecasts, and financial models that drive strategic business decisions, • Proven leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes, • A Bachelor’s degree in finance or a related field is preferred. 10X TOTAL REWARDS We offer a comprehensive benefits package for full-time employees that includes: • Your Health: Medical, dental, and vision coverage for you and your dependents, a 100% paid EOS Fitness membership, and a 10% discount from Eat Clean Phoenix because when you feel good, you perform at your best., • Your Future: 401(k) with up to 3% company match, uncapped commission opportunities, and non-sales team members earning $20,000+ annually. Your financial growth is just as important as your professional growth., • Your Growth: Access to $250,000+ in educational resources, the 10X Mentorship Program, course reimbursement, and company-supported certifications including PMP and SHRM because we invest in the version of you that's always leveling up., • Your Edge: Hands-on experience with AI integrated into your daily workflows, keeping you ahead of the curve in an ever-evolving industry., • Your Life: Generous PTO that grows with your tenure plus bonus PTO for weekend events worked, competitive parental leave (8 weeks primary / 4 weeks secondary + 1 month remote), pet insurance through SPOT, and Employee Assistance Program through Guardian. Physical Requirements • Prolonged periods sitting at a desk and working on a computer COMMITMENT TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners. If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to . Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

Job DescriptionCompany Description A rapidly growing, fully remote business advisory firm serving small to mid-sized businesses is seeking a Remote Senior Accountant with strong client-facing skills. Some tax preparation during tax season - very lite. Job Description Our client is a rapidly growing, fully remote business advisory firm serving small to mid-sized businesses. The team focuses on helping business owners create companies that work for them—not the other way around. The firm is paperless, tech-forward, and deeply engaged with clients beyond standard compliance work. About the Role: This is a client-facing role supporting small business clients with full-cycle accounting and financial advisory. The right candidate will have the opportunity to make a meaningful impact by helping clients understand their numbers, improve operations, and make better decisions. This is more than bookkeeping—this is high-touch client support in a collaborative team environment. Key Responsibilities: • Provide full-cycle accounting support, including reconciliations, adjusting journal entries, and month-end close, • Maintain and manage multiple client relationships simultaneously, • Prepare and review financial statements; identify and resolve discrepancies, • Coach clients on using QuickBooks Desktop/Online effectively, • Collaborate with internal team members to ensure high-quality service delivery, • Support or participate in business advisory engagements, • Tax preparation experience is needed to assist during tax season Qualifications • 5+ years of recent experience in a CPA or business advisory firm (required), • Experience working directly with small to mid-sized business clients, • Strong communication and organizational skills, • Entrepreneurial mindset and desire to grow within a firm, • Proficiency with Microsoft Office Suite and QuickBooks Online/Desktop (certification preferred), • Ability to work independently in a remote environment with a dedicated home office Additional Information Benefits: • Health insurance, • 401(k) with employer match, • Generous PTO + paid holidays, • Bonus opportunities, • Professional development assistance

Job DescriptionTHIS POSITION IS OPEN FOR CURRENT ARIZONA RESIDENTS ONLY Position is primarily remote with occasional in office days required. Job Title: e-Services Management Analyst/Tax Analyst Client: State of Arizona - AZDOR Job ID: 10510 (Remote) Closing Date & Time: 4/1/26@ 2 PM Required Skills • Minimum of three (3) years management analysis experience, • One of more year or more of experience in tax-related service and administration, • Bachelors degree in business, computer information systems, or related field, • Extensive Markup Language (XML) experience, • QA Testing Experience, • SQL - MS SQL Server Management Studio (Database Mgmt Systems) experience The eServices Management Analyst 3 conducts analyses of Taxpayer Services eServices programs, services, policies, procedures and processes to identify and eliminate nonvalue-added process steps to improve operational effectiveness and efficiency; and engages with the team in overall continuous improvement efforts for the division. Serves as a liaison between ADORs Information Technology Section and both software vendors and internal business users. Engages with internal and external customers to provide support, and with vendors to assist with routine to moderately complex inquiries. Compiles regular reports. May perform difficult, complex, and/or specialized management studies, and plan or coordinate projects. Required Skills • Extensible Markup Language (XML) - Altova XMLSpy, • Analysis of business programs, services, policies and systems, • SQL - MS SQL Server Management Studio (Database Mgmt Systems), • Azure DevOps, • Quality Assurance testing, • Ability to understand and solve problems by applying intermediate analytical skills to include collecting all the relevant information and data needed to address the problem, organizing, classifying and synthesizing the data into fundamental issues; from the information, identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; and identifying the options and solutions for addressing the problems analyzed. Knowledge/Understanding • Knowledge of principles and practices of public administration with emphasis on effective planning, organization, and management., • Knowledge of contemporary business methods, procedures, and practices., • Knowledge of the principles and techniques of automated information systems analysis, design, modification, and implementation; principles, research methods and reporting techniques used in administrative studies, • Knowledge of operational/programmatic structures, applicable legislation, rules, regulations, standards, policies, procedures, resources and priorities Skills • Effective verbal, written, and listening communication skills? Effective organization and time management skills with the ability to manage multiple projects simultaneously and work in high-pressure situations, • Effective interpersonal skills and demeanor, • Proficient in the use of a PC in a Windows environment; in the use of the Internet; in the use of MS Office Applications such as Outlook, Word and Excel, PowerPoint; and in the use of Google Suite applications such as Gmail, Sheets, Docs, and Drive. Requirements: 1. Business/Management analysis of eServices programs, services, policies, procedures and processes. (From a business perspective, with limited exposure to IT development/support activity; Business Analysts rather than Data/IT Analysts), 2. One or more years' experience in tax related service, administration; government, public, or regulatory compliance; accounting, 3. Experience with Customer Service/Technical Support - internal, external, and third-party customers (XML, QA Testing, SQL, and Azure DevOps preferred but not required) Analysis Applying current, relevant management analysis concepts and guidelines, conducts analysis of eServices programs, services, policies, procedures and processes to prepare and tailor plans/individualized approaches to resolve the program issues to include: Planning and conducting analyses of problems and opportunities for improvement Defining needs by gathering information via conferring with agency staff/outside entities Evaluating existing and proposed administrative policies, procedures, systems and practices, and designing and modifying automated and manual systems for specific applications Studying special administrative problems Developing and conducting surveys, compiling information, documenting and analyzing findings, preparing comprehensive reports, and developing recommendations for change Presenting recommendations to management and coordinating implementation of process improvements and systems Technical Expertise & Support Engages with external vendors providing assistance and guidance regarding moderately complex inquiries and issues Provides technical expertise in computer information systems and databases; and guidance to the eServices Team by planning, developing, directing, reviewing, and participating in the activities of a team conducting special projects Provides technical assistance/helpdesk services to internal customers, troubleshooting customer concerns/problems and providing consultation as needed Agency/Department Compliance & Continuous Improvement Remains current on all laws, regulations, policies, and best practices related to taxation through regular engagement in activities such as self-directed research, conferring with other practitioners and technical experts; subscriptions to regulatory/legal/industry newsletters and briefs; membership industry associations and attendance at meetings/events; and or participation in training and other continuing education opportunities. Studies policies, procedures, systems, practices, operations and organizational structures to devise the most effective and efficient methods of accomplishing work Actively contributes to team and individual effectiveness through the following: Attends staff meetings and huddles of work unit or district; and may cascade and track information as indicated Completes all required training in a timely manner. Participates in assigned work teams as appropriate. May complete periodic metrics, projects, huddle boards and reports as requested. Prepares for and actively participates in 1:1 coaching with supervisor Maximizes work processes and deliverables through lean principles within the Arizona Management System (AMS); provides recommendations for process improvement, and engages in continuous improvement efforts as assigned to include: Developing goals, objectives, and procedures to be followed to conduct studies and effectively carry out program activities effectively Evaluating the relevance of existing management analysis concepts and guidelines that support the units ability to prepare and tailor plans or individualized approaches to resolve difficult, complex, and specialized management and/or program issues. Developing and maintaining up-to-date, complete functional/operational manuals for eServices unit which outlines established methods of performing work in accordance with organization policy Developing training materials, providing training, and conducting effective reviews to ensure systems are applied and functioning as designed

Job Description Tax Senior – Public Accounting | Fully Remote or Hybrid Work from anywhere. Advance your career. Stay connected to meaningful client work. We’re partnering with a nationally recognized public accounting firm known for delivering exceptional client service and putting people first. They’re currently seeking a Tax Senior to join their growing team. Whether you prefer a hybrid schedule or fully remote flexibility, this firm is committed to making it work for the right candidate. What You’ll Do * Prepare and review federal and state tax returns for individuals, corporations, partnerships, and trusts * Conduct tax research and distill complex topics into actionable client insights * Help manage client engagements, support planning, and supervise junior team members * Identify and implement tax planning strategies for a diverse portfolio of clients * Build strong client relationships through clear communication and consistent value delivery What They’re Looking For * Bachelor’s or Master’s degree in Accounting (or related field) * CPA license (or in active pursuit) * 2–5 years of public accounting experience in tax * Solid understanding of federal, state, and local tax regulations * Tech-savvy and proficient in modern tax software * Strong communicator with a collaborative and proactive mindset Why This Role Stands Out * Work from anywhere – fully remote or hybrid options based on your preferences * Flexibility – real work-life balance with supportive leadership * Career development – strong mentorship, internal growth paths, and hands-on experience * Compensation & benefits – competitive pay and full benefits package * Purposeful work – client-facing, rewarding, and impactful Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108

Job DescriptionHead of Finance Role We are seeking a strategic and hands-on Head of Finance to serve as the financial architect of our organization. This is not a traditional back-office role; you will be a key business partner to the CEO, driving the financial strategy required to scale a capital-intensive, high-operational-tempo business. In this role, you will build the finance function from the ground up—selecting the tech stack, defining unit economics, and establishing the controls necessary for rapid growth. You will balance the immediate need for robust accounting operations with the long-term need for sophisticated financial modeling and capital allocation strategies. Key Responsibilities Strategic Leadership & Financial Planning * Architect the Financial Roadmap: Partner with the CEO to drive strategic planning, providing data-driven insights on expansion, pricing models, and capital allocation. * Advanced Modeling: Develop and manage sophisticated financial models to analyze unit economics (e.g., cost per mile, fleet utilization rates), evaluate investment opportunities, and support company valuation. * Forecasting & Budgeting: Lead the annual budgeting process and rolling forecasts, working cross-functionally to ensure departmental alignment with company-wide goals. Operations & Systems * Build the Tech Stack: Lead the selection, implementation, and optimization of a scalable financial technology stack (ERP, expense management, and payroll systems) that creates automation and efficiency. * Treasury & Cash Management: Oversee cash flow planning and liquidity management, ensuring the company is capitalized to meet operational milestones. * Asset Management: Rigorous oversight of capital expenditures (CapEx), particularly regarding fleet infrastructure and depot facility costs. Accounting, Compliance & Reporting * Financial Integrity: Establish and maintain strong internal controls, policies, and procedures to ensure compliance with GAAP and regulatory requirements. * Reporting: Deliver timely, accurate monthly, quarterly, and annual financial statements for executive leadership and the Board of Directors. * Stakeholder Management: Manage relationships with external auditors, tax advisors, banking partners, and investors. What We’re Looking For Experience & Education * Background: Minimum of 10 years of progressive experience in finance or accounting, with at least 5 years in a leadership role (Director/VP level). * Industry Fit: Experience in Asset-Heavy, Logistics, Transportation, or Mobility sectors is highly desirable. Familiarity with high-growth startup environments is preferred. * Education: Bachelor’s degree in Finance, Accounting, or Economics required. A CPA license and/or MBA is strongly preferred. Skills & Competencies * Systems Expert: Proven track record of selecting and implementing financial software (e.g., migrating from QuickBooks to NetSuite/Sage Intacct). * Analytical Powerhouse: Exceptional financial modeling skills with the ability to translate complex data into actionable strategic advice. * Communicator: The ability to distill complex financial concepts into clear narratives for non-finance stakeholders and investors. * Builder Mindset: You are comfortable working in ambiguity and enjoy building processes from scratch rather than just maintaining existing ones. Qualifications * Must reside in and be authorized to work in the United States without current or future sponsorship. * Travel up to 20% both domestically and internationally. Why Join Moove? * Impact: Play a foundational role in shaping the operational standard for the autonomous vehicle industry. * Growth: Opportunity to scale a finance department and potentially grow into a CFO role as the company expands. * Culture: A collaborative, fast-paced environment in the heart of the AV innovation hub (Phoenix). * Flexibility: A hybrid work model that balances in-person collaboration with remote flexibility.

Job Description Job Title: Logistics Account Specialist Job Description The Enterprise Special Services team is rapidly growing and seeking a highly skilled and motivated Account Specialist to enhance the shipper experience for vendors and sellers using inbound transportation services. In this role, you work directly with shippers to understand their needs, identify performance issues, and implement solutions that improve shipper performance metrics. You monitor and analyze transportation data, address disruptions in real time, and drive continuous improvement through coaching and performance management. This position offers strong exposure to transportation and logistics operations and provides a valuable opportunity to build a long-term career in a dynamic, fast-paced environment. Responsibilities • Monitor, verify, and present transportation and shipper performance data on a daily basis., • Overcome transportation disruptions and other operational barriers in real time to maintain service levels., • Identify root causes of transportation defects and develop actionable plans to address them., • Maintain detailed daily logs on assigned shippers, including performance metrics, issues, and actions taken., • Lead weekly calls with assigned shippers to review performance, discuss improvement opportunities, and provide coaching., • Lead Daily Business Review stand-up calls to share updates, highlight risks, and align on priorities., • Collaborate with internal teams to evaluate shipper defects across the network and drive improvements through performance management., • Communicate clearly and professionally with shippers and internal stakeholders to build strong relationships and ensure alignment on goals., • Prepare written documents, such as process improvement proposals and performance summaries, to support continuous improvement initiatives., • 2 years of experience in logistics, supply chain, or a related environment preferred., • Understanding of basic data analytical skills, including the ability to interpret and act on performance metrics., • Entry-level knowledge of Microsoft Excel, including familiarity with spreadsheets and the ability to navigate and interpret data., • Experience writing documents on topics such as process improvement proposals or operational recommendations., • Strong account management and customer service skills, with a focus on supporting and coaching shippers., • Proven problem-solving ability in transportation, intermodal, or supply chain contexts., • Effective interpersonal skills, with the ability to build strong relationships and collaborate with a variety of stakeholders., • Strong organizational skills, with the ability to manage multiple priorities and maintain accurate records., • Clear and professional verbal and written communication skills., • Experience in supply chain or logistics is beneficial, but candidates from other fast-paced, customer-facing industries such as event coordination, real estate, sales, or restaurants are also well suited., • Demonstrated ability to hit the ground running in a dynamic environment with limited supervision., • Experience working with transportation networks, intermodal operations, or inbound transportation is an advantage., • Comfort presenting data and leading recurring calls or meetings with external partners., • Strong relationship-building skills, with a customer-focused mindset. The team operates in a fast-paced, dynamic environment focused on transportation and logistics performance. You work extensively with data and Microsoft Excel, participate in daily and weekly calls, and collaborate closely with both internal stakeholders and external shippers. The role emphasizes continuous learning, with strong support and training for technical skills while expecting high levels of ownership, organization, and interpersonal effectiveness. The team structure and collaboration model support a fully remote work environment. Job Type & Location This is a Contract to Hire position based out of Tempe, AZ. Pay and Benefits The pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program About Aston Carter Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Job Description Who We Are Culdesac Tempe is a mixed-use neighborhood development, which opened in 2023. The neighborhood features open space, shared courtyards, and 20+ retailers including the James Beard-nominated Cocina Chiwas. Culdesac is the co-developer and property manager. However, we call it Neighborhood Management because this so much more than just an apartment complex. Read more about our vision, our product, and how we are changing how people live, work, and move: • Introducing Culdesac: Building car-free neighborhoods from scratch by Ryan Johnson (CEO & Founder), • The Capital of Sprawl Gets a Radically Car-Free Neighborhood by The New York Times, • Watch New Car-Free Neighborhood in Arizona - NBC Nightly News with Lester Holt, • Paying Rent Will Get You Wheels in New Car-Free Complex by Bloomberg, • Listen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast The Role As the Accounting Lead at Culdesac, you will oversee operations related to accounts payable, accounts receivable, cash management, banking and treasury, and coordinate with third party accounting support at the company. You will be a key part in our daily financial operations. The Requirements While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don’t match everything listed here. We expect most to need at least 2 years of related real estate industry experience or 3+ years of financial experience to fulfill this position. Accounting or Finance degree preferred. • Maintain the company expense and finance management platform (Ramp); confirm bills are coded to correct categories and departments, approved through proper channels, and paid on time., • Review and approve invoices across projects and corporate., • Prepare and submit all lender draws for projects under development and in renovation., • Resolve draw-related documentation, reconciliation, and lender follow-ups, • Own ongoing lender reporting across the portfolio., • Manage daily cash balances across corporate and project accounts; forecast cash needs; prepare wires., • Maintain banking and financial institution relationships across our multiple operating and project accounts., • Oversee cash deployment of remaining corporate reserves., • Review, reconcile, and maintain corporate books in NetSuite, working with Cordatus through stabilization; assess on an ongoing basis whether to continue the Cordatus engagement once the function is fully healthy., • Review and reconcile TN-1 books; manage the Entrata to Yardi migration., • Manage Proper in connection with ongoing preparation of TN-1 financial statements., • Oversee accounts receivable operations, timely collection of receivables, and tenant refunds; prepare past due tenants for collections., • Prepare quarterly financial statements for corporate and TN-1., • Prepare and distribute PCAPs for TN-1., • Partner with the project management team on investor quarterly reports., • Generate weekly leasing performance reports for external investors and partners., • Compile the monthly asset management presentation for Culdesac Tempe and present progress against budget to property and company leadership., • Work with outside tax accountants on K-1 preparation and distribution to investors., • Ensure timely and accurate tax compliance and filings for OpCo and related entities., • Support internal and external audit and tax processes., • Prepare operating budgets and cash flow forecasts., • Update and analyze financials against budget during month-end close; support budget reporting and management., • Audit expenditures annually, identify cost reduction opportunities, and negotiate with vendors in service of cost leadership., • Analyze available inventory and leverage market rent data, historical lease rates, and property growth objectives to set and maintain accurate unit pricing., • Procure and manage company and property-level insurance policies for current and upcoming projects., • Onboard and manage vendors, ensure vendor and contract compliance, and oversee the procurement process. \uD83E\uDD5A Family Planning Benefits \uD83D\uDC23 Parental Leave - Up to 12 weeks paid time off for qualifying events. \uD83C\uDFE6 401K Savings \uD83D\uDDA5️ Work From Home Stipend - Up to $500 for equipment paid by the company. \uD83C\uDF0E Co-Working Stipend - $100 per month paid by Culdesac for space intended for work productivity directly related to Culdesac business (e.g., co-working space pass for the day). Remote employees only. \uD83D\uDEB2 Mobility Stipend - Up to $500 to invest in employee micro-mobility setup (e.g., e-bike, e-scooter, micro-mobility accessories). \uD83D\uDEF4 Car-Free Commuter Benefit - $200 per month paid by Culdesac. Tempe employees only. Our Values As sprawl became commonplace in our cities, we felt less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon emission pollution. Private vehicles and roads limited and dictated development decisions and urbanism. Our cities thus blend technology, real estate, and culture to reimagine our daily lives. Come help us make our residents happier, healthier, and more productive in the years they spend with us and the moments they spend together. At Culdesac, we: Work as a team • Be inclusive, drawing on the strengths of people who bring a different perspective., • Be output oriented. Ship., • We have a competitive advantage in operationally complex, capital-intensive work., • Tackling all the layers in the stack gives us an opportunity to deliver an exceptional user experience., • Only users know if we’re creating value for them., • We get better by observing behavior and asking others how we can improve., • The messiness of human preferences and decision making is the rich soil where our product grows., • Human paradoxes and contradictions are our opportunity to create joy. Next Steps If you think Culdesac might be a good fit, we encourage you to apply! You have nothing to lose, and we'll respond to you within a week. If we move forward, here's our typical process: • A 20-minute video call with a Recruiter to understand your high-level background and cover logistics & expectations., • A 30-minute video call with our Head of Business Operations to learn more about your background & experience., • A 30-minute video call with our CIO to review a list of company scenarios.

Job Description Property management accounting is detail work that nobody notices when it's done right — and that everyone notices when it's done wrong. Terra Firma is looking for the accountant who takes that distinction personally. Terra Firma Property Management handles commercial condo association management in the Phoenix metro. We've grown to 35 properties on referrals alone — no marketing. Boards and owners come to us because someone burned by an inattentive firm asked around, and Terra Firma was the name that kept coming up. We're not hiring a bookkeeper to process transactions. We're hiring a Property Accountant who owns the financial layer of a growing commercial portfolio — monthly statements, CAM reconciliations, compliance filings, owner communications, and the accounting infrastructure that keeps 35 associations running clean. This person works directly with owners and their CPAs. They train the accounting assistant. They are the accounting function. WHAT THE WORK ACTUALLY LOOKS LIKE This is a deadline-driven, detail-intensive role. Monthly financial statements go out every month, on time, and accurately. The compliance calendar — monthly TPT filings, bi-annual property tax payments, annual 1099s, bi-annual CAM reconciliations — does not move. Payables need to be ahead of due dates, not at them. Receivables need to be monitored actively, with past-due notifications going out before they become a property manager problem. You'll work directly with owners on their property accounting and with their outside CPAs and bookkeepers. That means explaining financial statements in plain language, fielding questions about ledger entries, and handling discrepancies without getting defensive about them. You'll also onboard new tenants, owners, and properties onto company platforms — and handle the financial side of ownership transfers. The accounting assistant reports to you. Their development is part of your job. So is working closely enough with the property managers that the accounting and management sides of the business function as one team, not two separate departments that throw information over a wall at each other. If you're looking for a role where the work is contained and predictable and someone else handles the hard deadlines — this isn't it. If the description above sounds like the kind of work you take pride in doing right, keep reading. WHO BELONGS HERE Care Like an Owner • Accounting in a small firm is not a back-office function. You talk to owners. You talk to CPAs. You sit in the same office as the property managers. The energy you bring to the team — whether you make the people around you better or drain them — shows up every day. The standard here is Tracy and Jackie: excellent at work and the kind of person everyone wants to be around. WHAT YOU NEED • Prior experience in property management accounting — this role requires it; we are not training someone on PM accounting fundamentals, • Strong Excel and Microsoft Office proficiency — financial statements and variance reports are built here regularly, • Ability to work under strict deadlines — the compliance calendar doesn't have flexibility, • Clear written and verbal communication — you will work directly with owners and CPAs, • Ability to learn Yardi Breeze quickly — platform proficiency will be required in the role You do NOT need: • CPA certification not required — though relevant experience working with CPAs and financial statements is, • Yardi Breeze proficiency not required on Day 1 — strong preference, but we'll train the right candidate, • Commercial-only background not required — residential PM accounting experience with the right skills is considered PAY AND BENEFITS Base salary: $75,000–$80,000 based on experience. Profit sharing: 10% of first-year income from new management accounts you bring in. If you have relationships with CPAs, owners, or property investors who trust you, this component is a real income track — not a theoretical one. Full benefits package: • Blue Cross Blue Shield health insurance — 50% of the premium is paid by the company, • HSA account with 2% of salary annual contribution (after year 1), • 10 days PTO + 8 government holidays, • Pet insurance — fully paid for one pet, • Flex/remote work option — determined after year 1 WHY TERRA FIRMA • A firm whose reputation is built on accuracy and responsiveness — you'll be proud of the product you're associated with, • Direct access to ownership — no layers of management between you and the people who make decisions, • A growing portfolio that creates real upside through the profit-sharing component, • A team that covers each other, protects each other, and doesn't run its people ragged for difficult clients, • An office where the work is taken seriously, and the culture is earned, not performed THE HIRING PROCESS • If your background fits, a 15-minute phone call., • A few written questions replied to by email — about 15 minutes., • A 45-minute face-to-face interview., • A working session at our office where you'll work through a sample accounting scenario., • If it's a fit — welcome to the team. The accountants who succeed here are the ones who read that job description and feel recognized, not warned. If that's you — apply. Compensation: $75,000 - $80,000 yearly Responsibilities: • Prepare and review monthly financial statements across the commercial association portfolio — accurate, on time, every month., • Reconcile general ledger and bank accounts monthly; produce monthly, quarterly, and annual variance reports., • Manage accounts payable and receivable daily — stay ahead of payable due dates (especially utilities) and monitor AR delinquency actively with proactive past-due notifications., • Handle the compliance calendar: monthly TPT filings, bi-annual property tax payments, annual 1099 preparation, bi-annual CAM reconciliation and billing., • Produce monthly invoicing and deliver financial records to CPAs; work directly with owners and their outside bookkeepers and accountants as needed., • Own onboarding and offboarding — new tenants, owners, and properties onto company platforms; property ownership transfers; financial record transitions., • Prior experience in property management accounting (required — not general accounting)., • Excel and Microsoft Office proficiency., • Ability to meet strict deadlines on a recurring compliance calendar., • Strong written and verbal communication for owner and CPA interactions. You do NOT need: • CPA certification not required., • Yardi Breeze not required on Day 1 — strong preference; will train the right candidate. Terra Firma Property Management handles commercial condo association management in the Phoenix metro — and we've grown to 35 properties entirely on referrals, with no marketing. Boards and owners come to us because someone burned by an inattentive firm asked around, and Terra Firma was the name that kept coming up. Our edge is the boutique model: personal attention, real responsiveness, and the fact that clients can actually reach us. We're a small team built around high standards and a culture where the work gets done without being told. If that's the environment you do your best work in, this is where you belong.

Job DescriptionCommercial Insurance Account Manager Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Tempe office. This role offers the opportunity to build on a rewarding career in a collaborative, client-focused environment while servicing a diverse portfolio of commercial accounts. As a brokerage ranked in the top 100 firms nationally, we offer the resources of a major firm with the culture of a local agency. You will work alongside experienced professionals in our state-of-the-art Tempe facility, where collaboration and mentorship drive both individual and team success. What You'll Do • Partner with Producers to service and retain commercial accounts, • Build trusted relationships with clients through proactive communicate and exceptional service, • Review and recommend appropriate coverages; identify opportunities to expand account protection, • Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness, • Support Producers with proposals, summaries of insurance, and marketing/quotation process, • Educate clients on coverages, exclusions, and policy requirements, • Coordinate with carriers and wholesalers to secure optimal coverage terms, • Maintain accurate documentation in agency management system, • Handle invoicing and accounting procedures promptly and accuratelyWhat You'll BringRequired, • Active Property & Casualty Insurance license, • 3-5+ years of commercial lines experience in an independent agency setting, • Proficiency in Microsoft Office Suite, • Excellent organizational skills with ability to manage multiple priorities, • Strong written and verbal communication skills, • Commitment to an in-office collaboration with some remote flexibilityPreferred, • Experience with Applied EPIC and CSR24 Benefits At Crest, we pride ourselves on providing a highly competitive and comprehensive benefits package including Medical, Dental, Vision, Telehealth, 401K match, several ancillary products and a generous PTO and sick time bank. This is an amazing piece of your total compensation package. Crest Insurance is an equal opportunity employer.

Job Description Compensation: $100,000 to $150,000 annually Location: Scottsdale, AZ Workplace Setting: Fully onsite POSITION SUMMARY The Senior Accountant will oversee general accounting operations by controlling and verifying financial transactions for our clients. Senior Accountants prepare financial reports, perform research and analysis, maintain the general ledger, perform account reconciliations and month-end procedures. The ideal stakeholder has a general understanding and experience in all areas of the accounting cycle. ABOUT CARDONE VENTURES Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day. SUCCESS LOOKS LIKE • Maintaining their full book of business and ensuring YoY renewals because of the value being driven by 10X FS, • Ensuring that clients have a clear vision into their financials to make strategic decisions through the work done by 10X FS OBJECTIVES • Complete accurate and timely month-end close processes, • Ensure compliance with GAAP and company policies in all accounting activities, • Transactions cleared daily for soft reconciliations, • Prepare financial statements for accuracy and completeness, • Manage accounts payable and accounts receivable processes, • Reconcile balance sheet accounts, balance sheets and General Ledger on a monthly basis, • Implement and improve internal controls with internal stakeholder, • Provide guidance and support to accounting staff, • Develop and maintain documentation for accounting procedures, • Manage the chart of accounts to ensure proper classification of transactions, • Ensure that all clients in the book of business financials are closed by the 15th, • Retain 90% client retention year over year due to providing extraordinary results, • Hold client calls based on the clients scope of work, • Perform peer reviews of clients financials within our department COMPETENCIES • In-depth understanding of Generally Accepted Accounting Principles (GAAP), • Thorough knowledge of basic accounting procedures, • Hands-on experience with accounting software packages, like QuickBooks Online, • Experience with general ledger functions and the month-end/year-end close process, • Time management including prioritization, planning, delegation, and problem solving, • Possess effective communication skills in order to describe accounting principals in a way that our clients can implement, • Ability to create a correction strategy to allow our Clients financials to reflect the story of the business EDUCATION AND EXPERIENCE • Bachelor's degree in accounting or finance required5+ years of general accounting experience 10X TOTAL REWARDS We offer a comprehensive benefits package for full-time employees that includes: PHYSICAL REQUIREMENTS • Prolonged periods of time sitting at a desk or computer COMMITMENT TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners. Cardone Ventures uses AI-assisted tools as part of our recruiting process. These tools may be used to support resume screening, candidate outreach, or initial assessments. All hiring decisions are made by our People team and hiring managers. If you have questions about our process please contact us. If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to . Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

Job Description Job Title: Billing Clerk Job ID:26-02013 Location: PHOENIX, AZ,85027 Duration: 6 months on W2 contract Summary: Entry-level Billing Clerk role responsible for invoice creation, billing accuracy, and accounts receivable support in a high-volume environment. Key Responsibilities: • Create and review customer invoices and billing data, • Ensure billing accuracy and resolve discrepancies, • Process adjustments, refunds, and account updates, • Research customer issues and support AR functions, • Maintain data integrity and follow compliance controls Requirements: • High School Diploma or GED, • 1+ year experience in billing, AR, or accounting, • Basic MS Office skills (Excel, data entry), • Strong attention to detail and problem-solving skills, • Good communication and ability to multitask Schedule: • Hybrid: Onsite Mon–Thu, Remote Fri (initial onsite training required) Contact: Raghu: | URL: Company DescriptionFounded in 1990, Sunrise Systems is an award winning IT/Professional Staffing firm to Fortune 500 and State/Local Government Agencies.Founded in 1990, Sunrise Systems is an award winning IT/Professional Staffing firm to Fortune 500 and State/Local Government Agencies.

Job DescriptionDescription: Do you get a quiet thrill when a deferred revenue schedule ties out to the penny? Do you see the story behind the numbers and the rhythm behind the reconciliations? Do you believe clean close, defensible documentation, and smart use of AI are three sides of the same coin? Do you enjoy precision and still appreciate a good piano riff? If so, keep reading… The team at RTA is looking for a Senior Accountant to own SaaS revenue recognition and meaningful pieces of our monthly close. You’ll report directly to the Controller and work inside a fast-moving SaaS company that treats accounting as a strategic partner — not a back-office afterthought. You’ll also help shape how our team uses AI: leveraging tools to accelerate reconciliations, draft documentation, surface anomalies, and automate the manual work that slows close down — with the judgment and controls to keep our outputs accurate, defensible, and audit-ready. What We’re Looking For In general, someone who: • Feels at home being a member of a healthy team. This means they aren’t afraid to mix it up or be held accountable by the team and they are willing to hold others accountable as well. People with trust issues and insecurity need not apply. No, seriously., • Passionately cares about our clients and helping them be more successful. Our clients are fleet managers, parts clerks, automotive technicians, and they maintain everything from squad cars to school buses so that everyone comes home safely at the end of the day., • Thinks of themselves less, while not thinking less of themselves. They are other-centric and compassionate., • Is willing to lift boxes, clean floors, and hold doors — and more importantly, sees a problem and digs in to help find a solution. Whatever it takes to get something done., • Loves to read, learn, grow, and stretch themselves. Bonus points for each book you’ve read by Patrick Lencioni., • Takes real pride in clean financials, airtight support, and building processes that scale without losing their soul., • Has strong working knowledge of U.S. GAAP and ASC 606 revenue recognition across subscriptions, services, and add-ons., • Can own meaningful areas of month-end close with predictable timelines, clean reconciliations, and minimal rework — no last-minute fire drills., • Uses AI as a daily thinking partner — experimenting with new tools, automating the tedious parts of the work, and sharing what works (and what doesn’t) with the team., • Knows where AI belongs — and where human judgment, review, and controls need to stay firmly in the driver’s seat., • Is comfortable in modern finance tools (QuickBooks Online, Maxio or similar, Avalara, Paylocity, HubSpot, Mosaic, or comparable systems), and has serious Excel / Google Sheets chops., • Partners well across Sales, Customer Success, FP&A, and leadership to solve real business problems — not just tick boxes. Key Results Areas (aka the Job Outcomes) • Revenue recognition is consistent and audit-ready across subscriptions, services, add-ons, renewals, and changes., • Deferred revenue and contract schedules are well-documented, logical, and easy to defend., • Your parts of the close run like clockwork — predictable timelines, clean reconciliations, minimal rework., • Issues are surfaced early with solutions in hand — no last-minute surprises., • AI and automation are meaningfully woven into the workflow, reducing manual effort without compromising accuracy or auditability., • Processes steadily improve: fewer manual steps, better checklists, stronger controls. What You’ll Actually Be Doing Revenue Recognition & SaaS Accounting (ASC 606) • Apply ASC 606 revenue recognition policies across subscriptions, services, and add-ons, • Manage deferred revenue schedules, including renewals, upgrades/downgrades, contract modifications, and multi-year deals, • Partner with Sales and Customer Success to ensure billing accuracy and contract terms support proper accounting treatment, • Help strengthen quote-to-cash practices by identifying gaps, risks, and control improvements, • Own key components of the monthly, quarterly, and annual close process (timelines, tasks, and deliverables for your areas), • Prepare and review journal entries, account reconciliations, and variance analyses, • Maintain GL integrity and ensure adherence to U.S. GAAP, • Create clear support and documentation for accounting conclusions and close deliverables, • Support AP, expense management, credit cards, payroll accounting, and accruals as needed, • Assist with cash management, bank reconciliations, and treasury-related activities, • Maintain and improve accounting workflows, close checklists, and internal controls, • Use modern AI tools (ChatGPT, Claude, Excel/Sheets Copilots, and similar) day-to-day to accelerate reconciliations, flux analysis, research memos, and accounting documentation, • Identify and implement AI-driven automation across the close, revenue operations, and quote-to-cash — partnering with Finance, RevOps, and IT to put the right tools in the right hands, • Establish pragmatic review practices and controls around AI-generated outputs so everything we rely on is accurate, explainable, and audit-ready, • Bachelor’s degree in Accounting, Finance, or related field — CPA or CPA-track preferred, • 4–7+ years of progressive accounting experience, ideally in SaaS or technology, • Strong knowledge of U.S. GAAP and practical working knowledge of ASC 606 — required, • Experience owning meaningful areas of month-end close with clean, supportable workpapers, • Familiarity with modern accounting and revenue tools (QuickBooks Online, Maxio or similar, Avalara, Paylocity, HubSpot, Mosaic, or comparable) — required, • Advanced Excel / Google Sheets skills with strong analytical capability, • Hands-on experience using AI tools (ChatGPT, Claude, Microsoft/Google Copilots, or similar) to accelerate accounting work — or a clear track record of quickly learning and thoughtfully applying new tools, • Sound judgment around where AI helps and where human review is non-negotiable, with the discipline to build appropriate controls around AI-assisted outputs, • Multi-entity and/or multi-state operations experience — preferred, • Audit support experience (public accounting or in-house readiness ownership) — preferred You’ve made it this far, so congratulations! We are really looking for people who are ideal team players, with an almost frightening intensity around clean close, defensible revenue, and finding every honest way to let AI and automation do the work that used to drain the team’s energy. Total compensation: $90,000 - $140,000 (based on experience) Work style: Open to Fully Remote If all of this sounds like you, and your type of company, then click apply! Seriously, we’ve asked you three times, and you are still reading. Books don’t close themselves — but maybe you already knew that. About Us RTA has been established since 1979 and has the reputation of providing the best customer service in the market. Our purpose is to help fleets succeed. We pride ourselves on creating a caring, family-oriented atmosphere for both staff and clients, and love that our work makes a positive impact on all the lives we touch. Our clients carry kids in school buses, first responders in emergency vehicles, patients in ambulances, food and medical supplies in trucks, and people just taking the bus or train to work. We do meaningful work, and we want our clients to have the best tools available to them. Why Top Talent Chooses RTA We invest in our people - period. • 401(k) + 6% Safe Harbor match (100% vested day one), • Cigna PPO or HSA options with company contributions ($780–$1,950/year), • Garner Health (HRA): up to $1,000 individual / $2,000 family, • Wellness rewards up to $350/year, • Virtual care + mental health support when you need it The part we’re most proud of • 99% of employees say RTA is a Great Place to Work - Great Place to Work Certified (3 years running) Heading to RTA HQ? Coming from the east side? You'll enjoy waving at the traffic going the other way while never having to stare at the blinding sun. It only takes about 25 minutes to get here from downtown Scottsdale in the mornings. We are located close to Arrowhead Mall, with quick access to the 101 from multiple directions. If all of this sounds like you, and your type of company, then click apply! Seriously, we've asked you five times, and you are still reading. Maybe you're just thorough — and honestly, that's exactly what we need in this role. Now stop reading and start applying. We'll bring the desserts. Reasonable Accommodation RTA is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need a reasonable accommodation to complete the application process or perform the essential functions of this role, please let us know. Equal Employment Opportunity RTA is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. Requirements We cannot accept any student visas or provide sponsorship at this time. Requirements:

Job Description Tax Senior – Public Accounting | Work from Anywhere or Hybrid Looking for the next step in your public accounting career—without sacrificing flexibility, growth, or meaningful client impact? This opportunity might be just what you're after. We’re teaming up with a nationally respected CPA firm that's all about combining high-quality client service with a people-first culture. They’re hiring a Tax Senior to join their growing team, and whether you thrive in a hybrid environment or prefer working fully remote, they’re open to what works best for you. What You’ll Be Doing: • Preparing and reviewing a variety of tax returns (individuals, corporations, partnerships, trusts—you name it), • Diving into tax research and translating the technical into clear, actionable insights, • Supporting the management of client engagements, including planning and supervising staff, • Identifying tax planning strategies and helping implement them, • Bachelor’s or Master’s in Accounting (or a related field), • CPA license (or actively pursuing it), • 2–5 years of hands-on tax experience in public accounting, • Solid understanding of federal, state, and local tax regulations, • Clear communicator with a collaborative, solutions-oriented mindset, • Choose your setup – hybrid or fully remote, with flexibility baked in, • Grow your career – a culture that supports learning, mentorship, and internal advancement, • Work with purpose – meaningful client-facing projects and a team that values your voice Let’s find a role that fits your life—and your ambition. If you’re looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team—we’d love to hear from you. Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-273-2108