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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.

Job DescriptionDescription: Job Title: Business Analyst - FinTech (Agile Product Teams) Department: Product Development FLSA Status: Exempt Work Hours: Full-Time, Monday through Friday, 8 am to 5 pm Work Location: In Office (La Mesa, CA), Hybrid or Remote Reports: Business Analysis Manager Salary Range: $80,000 to $110,000/year Summary As a Business Analyst at PenChecks, you will serve as the connective tissue between our business stakeholders and our agile product development teams. Operating in a BA/Product Owner capacity, you will translate business needs into well-defined user stories, manage and prioritize product backlogs, and partner with engineering, design, and QA to deliver software that solves real problems for our customers. This is a hands-on role for someone who thrives in iterative delivery environments and is energized by helping teams ship the right thing. Responsibilities • Requirements Elicitation & Refinement: Partner with stakeholders, end users, and subject matter experts to elicit, analyze, and document business and functional requirements using techniques such as interviews, workshops, and process observation., • User Story Writing: Author clear, testable user stories with well-defined acceptance criteria (e.g., Given/When/Then) that the development team can confidently estimate and deliver within a sprint., • Backlog Management: Maintain a healthy, prioritized product backlog in Jira (or equivalent). Groom and refine stories ahead of sprint planning so the team always has a ready, sized queue of work., • Product Owner Support: Work alongside (or as a delegate of) the Product Owner to make day-to-day priority and scope decisions, balancing business value, technical effort, and dependencies., • Process Mapping: Document current-state (as-is) and future-state (to-be) workflows using BPMN, swim-lane diagrams, or similar techniques to clarify scope and surface gaps before development begins., • Stakeholder Communication: Translate technical concepts for business audiences and business needs for technical audiences. Keep stakeholders informed on progress, trade-offs, and upcoming releases., • User Acceptance Testing (UAT): Coordinate UAT with business stakeholders, define test scenarios from acceptance criteria, triage defects with QA, and confirm that delivered features meet the intended outcomes., • Documentation: Maintain clear, accessible documentation of requirements, decisions, and product behavior in Confluence (or equivalent). Keep artifacts current as the product evolves., • Data Analysis & Product Performance: Investigate production issues and user-reported bugs to identify root causes, conduct discovery research to validate problems and proposed solutions, and monitor product performance metrics to surface opportunities for improvement and inform backlog priorities., • Cross-functional Collaboration: Work closely with product managers, designers, developers, QA, and customer-facing teams to ensure alignment between business objectives and delivered solutions., • Continuous Improvement: Contribute to retrospectives and process improvement conversations. Help the team get better at how it works, not just what it builds. Requirements: Required Knowledge, Skills, and Abilities • Bachelor's degree in Business, Information Systems, Computer Science, or a related field – or equivalent practical experience., • 3–5 years of experience as a Business Analyst, Product Owner, or hybrid BA/PO on an agile software delivery team., • Prior experience in FinTech, financial services, retirement plan administration, or the Record Keeper space (e.g., FIS Relius/Omni, Ascensus, SS&C)., • Demonstrated experience writing user stories and acceptance criteria, and managing a product backlog through multiple release cycles., • Working knowledge of Agile frameworks (Scrum and/or Kanban) and the role of the BA/PO within them., • Hands-on experience with backlog and collaboration tools such as Jira and Confluence (or equivalents like Azure DevOps, Rally, or Trello)., • Strong requirements elicitation, facilitation, and stakeholder management skills, including the ability to lead working sessions with mixed technical and non-technical audiences., • Excellent written and verbal communication skills, with the ability to translate ambiguous business problems into clearly scoped, deliverable work., • Solid analytical and problem-solving skills, including the ability to break down complex workflows and identify edge cases before they reach production., • Comfort working with APIs, integrations, and software systems at a functional level (you don't need to code, but you should be able to read API documentation and reason about system behavior)., • Attention to detail and a strong commitment to delivering high-quality work. Preferred (Nice to Have) • Relevant certifications such as IIBA CBAP/CCBA/ECBA, CSPO, PSPO, or PMI-PBA., • Experience with process modeling notation (BPMN, UML) and tools such as Lucidchart, Visio, or Miro., • Familiarity with reading SQL queries or basic data analysis to support requirements work and UAT (deep data modeling expertise is not required for this role)., • Exposure to compliance-driven product environments (e.g., ERISA, IRS, SOC 2). Physical Demands and Work Environment The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions. Work Environment: ADA compliant office building. Other This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Job DescriptionAnalyst, Financial Systems III This position is contingent upon contract award. On-Site - This role requires full-time, on-site work in San Diego, CA. Remote or hybrid arrangements are not offered at this time. San Diego, CA General Duties and Responsibilities The Financial Systems Analyst III provides financial management and analytical support to a branch, office, organization, or department. This role supports planning, budgeting, reporting, and analysis activities to ensure sound financial decision-making and compliance with applicable policies and regulations. Key responsibilities include: Provide advice and technical assistance in the preparation of annual budgets Analyze and evaluate budget estimates and proposals for completeness, accuracy, and compliance with established procedures, regulations, and organizational objectives Measure organizational performance and assess the impact of programs and policies on budgets Conduct cost-benefit analyses to evaluate financial requests, program tradeoffs, and alternative funding strategies Review past and current budgets and research economic and financial trends affecting organizational spending Develop and maintain guidelines, policies, and procedures governing budget formulation and execution Coordinate financial activities and reporting across multiple stakeholders and organizations Manage and track funding across multiple funding types and sources Monitor budgets, costs, and variances; identify risks and recommend corrective actions Prepare executive-level summaries, briefings, and reports Perform financial reporting and analysis in support of customer requirements Develop and propose courses of action (COAs) and recommendations for financial issues Interpret and apply financial management principles, processes, techniques, and regulations in alignment with organizational strategic goals May conduct training for company or government personnel on new or updated budget and financial procedures Education and Experience Bachelor’s degree required Minimum of 7 years of relevant financial management or financial systems experience Clearance Active government Secret security clearance preferred but not required Must have the ability to obtain and maintain a clearance ShadowObjects, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable federal, state, or local law.

Job Description Executive Coach, Investor Relations & Pitch Readiness Location: Remote / Hybrid | Engagement Type: Contract / Fractional or Full-Time About the Role We are seeking a highly experienced Executive Coach to work one-on-one with senior leaders, founders, and executives preparing for high-stakes investor and financial conversations. This coach will serve as a trusted advisor and strategic partner, helping clients sharpen their narratives, strengthen their presence, and develop the confidence and fluency needed to succeed in pitch meetings, banker dialogues, roadshows, and investor relations engagements. The ideal candidate brings deep familiarity with the investor landscape, from venture capital and private equity to public markets and investment banking, and has a track record of preparing executives to perform at their best when capital, relationships, and reputation are on the line. What You'll Do • Coach executives and founders through the full arc of investor readiness, from refining the investment thesis to polishing final delivery., • Conduct mock pitch sessions and simulated Q&A with rigorous, realistic feedback modeled on how investors and bankers actually probe., • Help clients develop and pressure-test financial narratives, including story structure, key metrics framing, and handling of sensitive topics (burn rate, churn, competitive risk, etc.)., • Advise on executive presence, communication style, pacing, body language, and how to command a room with both slides and without., • Prepare clients for banker conversations, including capital raise discussions, M&A processes, IPO readiness, and structured finance dialogues., • Partner with leadership teams on messaging alignment so investors hear a consistent, credible story across the organization., • Provide written coaching notes, session recaps, and actionable development plans after each engagement., • Support preparation for board presentations, analyst days, earnings calls, and other high-visibility financial communications. What You Bring • 10+ years of experience in executive coaching, investor relations, investment banking, venture capital, private equity, or a closely related field., • Demonstrated success coaching senior leaders through pitch processes, fundraising rounds, or capital markets transactions., • Fluency in financial concepts, deal structures, and the language investors and bankers use — you don't just coach presence, you coach substance., • Experience working with founders, C-suite executives, or investor relations officers at growth-stage or public companies., • Exceptional communication and listening skills; the ability to give direct, candid feedback in a way that motivates rather than deflates., • ICF certification or equivalent coaching credential strongly preferred., • Familiarity with VC/PE fundraising processes, investment banking mandates, or public company IR programs., • Ability to adapt quickly to different industries, business models, and personality types. Powered by JazzHR NCiWEZ5OjO

Job Description About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. Summary We're looking for a Senior Billing & Revenue Analyst to join our Finance team. This role is designed for someone who brings deep expertise in subscription billing, a foundational understanding of revenue accounting principles, the systems fluency to navigate complexity and build scalable solutions, and a genuine appetite for applying AI to make billing smarter and faster. Billing is the heartbeat of this role as you'll own the full billing lifecycle, serve as the internal expert on Zuora, and be a trusted partner to both customers and cross-functional teams. Alongside that, you'll bring enough revenue accounting knowledge to support month-end close activities, assist with revenue recognition questions, and ensure billing practices are aligned with accounting requirements. And you'll be an active driver of AI adoption using intelligent tooling to reduce manual work, surface anomalies faster, and help the finance team operate at a higher level as we scale. This is a fully remote position open to candidates based in the United States. We offer competitive compensation, benefits, and meaningful opportunities for professional growth. If you're a self-starter who takes ownership and thrives on solving hard problems, we encourage you to apply! The Opportunity Complex Billing Management • Own end-to-end billing operations for a global customer base, managing complex subscription scenarios including multi-year deals, mid-term amendments, upgrades, downgrades, credits, and custom billing structures, leveraging AI tooling to detect anomalies, reduce manual intervention, and scale with confidence., • Investigate and resolve billing discrepancies, invoicing errors, and escalated issues with a high degree of accuracy and urgency whilst using AI-assisted diagnostics to identify patterns and root causes faster., • Manage renewals, adjustments, and amendments in Zuora, ensuring all billing actions are executed correctly and in alignment with contract terms., • Serve as the billing team's go-to resource for edge cases and non-standard scenarios that require sound judgment and creative problem-solving. Customer-Facing Support • Act as a senior point of contact for customers on billing-related inquiries, delivering clear, professional, and empathetic communication. Use AI-assisted drafting tools to improve response speed and quality while keeping a human lens on every interaction., • Partner with Customer Success and Support teams to resolve billing issues efficiently and ensure a positive customer experience., • Represent the billing function externally with confidence and a solutions-oriented approach. Contract Advisory • Review customer agreements and order forms to ensure billing setup accurately reflects negotiated terms, pricing structures, and any custom provisions by applying AI-assisted contract review tools to accelerate intake and flag inconsistencies before they reach billing., • Advise internal stakeholders on how contract terms translate into billing and revenue recognition implications., • Collaborate with Legal, Sales, and Finance on billing-related contract language and escalations as needed. Revenue Accounting Support • Apply foundational knowledge of ASC 606 and SaaS revenue recognition principles to support accurate revenue reporting., • Assist the Accounting team with month-end close activities, including revenue-related reconciliations and journal entry support tied to billing. Using AI tools to accelerate reconciliation checks and surface variances that require human review., • Partner with Revenue Accounting to ensure billing data in Zuora is structured in a way that supports clean, auditable revenue recognition., • Flag and escalate billing scenarios with complex revenue recognition implications for proper treatment. Accounts Receivable Management • Own the end-to-end collections process, monitoring aging balances and prioritizing outreach on overdue accounts, partnering with the GTM teams and Finance to resolve outstanding invoices and using AI-assisted tools to flag at-risk accounts and streamline follow-up., • Maintain accurate AR reporting and support month-end close by reconciling cash receipts and applying payments in Zuora, surfacing DSO trends and collection risk to Finance leadership and driving ongoing improvements to collections efficiency. Zuora Expertise • Serve as the internal subject matter expert on Zuora, owning configuration, troubleshooting, and optimization of billing workflows within the platform, including identifying where AI capabilities within Zuora can reduce manual steps and improve data integrity., • Maintain accurate subscription records, product catalog entries, and billing rules in Zuora., • Partner with RevOps and Finance on Zuora-related projects, upgrades, and integrations. AI Fluency & Billing Automation As Karbon scales, this role is expected to be an active driver of AI adoption within billing and revenue operations: testing tools, surfacing use cases, and helping define how automation improves the function. • Use AI-powered tooling to streamline billing workflows, including anomaly detection in invoicing, automated reconciliation checks, and intelligent flagging of discrepancies before they escalate to customers or impact close., • Apply AI capabilities within Zuora and connected systems to reduce manual intervention in complex billing scenarios, accelerate invoice processing, and improve accuracy across the subscription lifecycle., • Leverage AI-assisted tools to improve the speed and quality of customer communications, contract reviews, and internal SOPs, while maintaining the judgment to know when human review is essential., • Partner with Revenue Accounting to explore AI applications in revenue recognition, including automated recognition schedules, variance flagging, and generating audit-ready documentation tied to billing data., • Contribute to the finance team's AI adoption by testing new tools, documenting billing-specific use cases, and sharing learnings acting as the billing SME who helps define where automation adds the most value., • Maintain a human-in-the-loop mindset: validate AI-generated outputs before they inform customer decisions or financial reporting, and escalate edge cases that require human judgment. Systems & Process Optimization • Demonstrate a strong ability to navigate interconnected systems (Zuora, Salesforce, and related tools) to diagnose issues and engineer scalable solutions., • Proactively identify gaps in billing and revenue processes and lead or contribute to continuous improvement initiatives, with a particular focus on where AI automation can eliminate low-value manual work and create capacity for higher-order problem-solving., • Document workflows, edge cases, and standard operating procedures to support team scalability and knowledge sharing, using AI-assisted tools to draft, maintain, and improve documentation at pace. Cross-Functional Collaboration • Work closely with Sales, Finance, Accounting, Revenue Operations, and Customer Success to ensure seamless billing execution and alignment on revenue matters., • Provide billing and systems guidance to internal stakeholders as the team scales, including educating cross-functional partners on how AI tools are changing billing and revenue operations. Your Expertise • 5+ years of experience in billing operations, revenue operations, or a related function within a SaaS or subscription-based company., • Extensive, hands-on experience with Zuora including subscription management, product catalog configuration, invoicing, amendments, and reporting. This is a must-have., • Foundational knowledge of revenue recognition principles (ASC 606) and experience supporting or partnering with a revenue accounting function., • Proven experience handling complex, non-standard billing scenarios with sound judgment and strong attention to detail., • Comfortable being customer-facing and communicating billing matters with clarity and empathy., • Strong ability to interpret contract language and apply it accurately to billing setup and revenue implications., • Systems-savvy: able to work across multiple platforms, connect the dots between tools, and find creative, practical solutions to operational challenges., • Demonstrated ability to work with AI tools in a finance or operations context — including prompt-based workflows, AI-assisted drafting or analysis, and a clear understanding of when to validate or escalate AI outputs. This isn't optional: we expect this person to actively use AI as part of how they work, not just be open to it., • A self-starter who takes ownership, identifies problems proactively, and drives them to resolution without needing significant direction., • Excellent communication and collaboration skills, with the ability to work effectively across a globally distributed team., • Experience with Salesforce or similar CRM platforms is a plus., • Bachelor's degree in Accounting, Finance, Business, or a related field preferred. Why work at Karbon? • Gain global experience across Australia, New Zealand, UK, and Canada, • Strong benefits package including:, • Flexible Time Off with an encouraged 4 weeks use per year, • Company paid medical for you and eligible spouse/partner and dependents, • Paid dental and vision and eligible spouse/partner and dependents, • 401(k) with company matching, • Flexible Spending Account, • Up to 8 weeks paid parental leave, • Work-from-home stipend, • Work with (and learn from) an experienced, high-performing team, • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback, • Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $96,000—$106,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don't discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

Job Description This position has a Hybrid schedule, remote access will be activated after successfully completing 90 days in the role onsite. Position Summary The position of Financial Analyst II is to perform complex analyses and provide financial reporting as needed by the various departments within the organization; perform cost/benefit analysis and peer group reporting; and assist with preparation of annual budget. Leads meetings to interpret metrics and advise on trends; train and mentor others as appropriate. Maintain exceptional service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) • BS Degree with emphasis in Accounting, Finance, Economic, General Business or equivalent., • Minimum of three years of related experience in financial analysis/accounting., • Advanced Excel software skills required., • SQL working knowledge highly preferred., • Demonstrated attention to detail and ability to recognize patterns and outliers., • Effective interpersonal, verbal and written communication skills., • Strong process improvement, critical thinking, and analysis skills., • Ability to understand logical connections between ideas and solve problems systematically., • Sound decision-making and judgment in all work situations., • Effective organizational and time management skills and ability to prioritize and coordinate projects successfully. Essential Duties and Responsibilities • Prepare monthly internal financial performance reports., • Review trending on reports and make recommendations., • Understand complex processes in order to assist with product development and project analyses by designing analytical and modeling methods to evaluate proposals and make data-driven decisions., • When creating new analyses, discretion and sound judgment are required since each analysis has its unique characteristics and will need to be altered as appropriate., • Collaborate frequently with business owners to understand reporting requirements, make appropriate recommendations and implement the reporting., • Complete complex ad-hoc reports and financial models with little direction from supervisor., • Use judgment and critical thinking when completing all reporting in order to recognize changes in data sources, variation in the process, fluctuations in trends and understand the potential impact on results., • Effectively prepare information for external third parties such as auditors, examiners, and consultants as applicable., • Assist in the fulfillment of complex and long term projects from planning through implementation, as requested., • Participate in the preparation of annual budget including compilation of information from various cost centers and income statement forecasts; and assemble budget as needed., • Prepare and update credit union peer-group related financial reports. Assimilate and submit financial data to consultant groups for peer reporting., • Assist other departments within the organization with process improvement initiatives., • Prepare and update all internal procedure documentation related to assigned areas of responsibility. Provide recommendations on process improvements and quality controls. Other Duties & Responsibilities • Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am-5:00pm Saturday-Sunday: OFF Full time - 40 hours/week

Job DescriptionTHOR Solutions is actively seeking a Senior Operations Analyst to support the U.S. Navy’s Ship Anti-Submarine Warfare (ASW) Readiness and Effectiveness Measuring (SHAREM) program at the Surface and Mine Warfighting Development Center (SMWDC) in San Diego, CA. The SHAREM program assesses the readiness and effectiveness of sensors, systems, weapons, and countermeasures employed by individual and groups of platforms to meet specified objectives in tactically and operationally relevant environments. An ideal candidate will have a background in operations research/analysis, statistics, and data analysis in a US Navy environment, especially in a Ship Anti-Submarine Warfare setting. Typical Responsibilities: • Ensure the validity of Measures of Effectiveness (MOEs)/Measures of Performance (MOPs) used to accurately quantify exercise results., • Conduct statistical trend analysis on sensor, systems, weapon and countermeasure data to incorporate multiple exercise results and ascertain system performance and Tactics Techniques and Procedures (TTP) effectiveness., • Investigate the validity of probabilistic models and algorithms resident in proposed tactical decision aids., • Ensure the design and execution of Modeling and Simulation (M&S) studies meet the specified objectives., • Communicate exercise results in oral and written formats to representatives of naval commands, engineering labs, and program offices., • Provide insight during ad hoc workshops and conferences and respond to statistical queries of systems performance., • Coordinate the performance of other analysts. Location: Full time onsite (no remote/hybrid) at Surface and Mine Warfighting Development Center (SMWDC) on Naval Base San Diego in San Diego, CA. Travel Requirements: Up to 20% travel is anticipated to include CONUS and OCONUS locations. Typical Physical Activity: Primarily desk/computer work in an office environment. Periodic visits to waterfront/shipboard environments. May involve: repetitive motion, traversing shipboard environments (e.g., confined spaces, ladders, hatches), speaking or vision. Typical Pay Range: The anticipated pay range for this position in the identified location(s) is $85,000 - $105,000/year. Actual compensation offered will be based upon individual factors including education, qualifications, and experience. Existing Secret Security Clearance Required: This position requires an existing DoD Secret security clearance. A qualified candidate will already possess an Active or Interim Secret security clearance. An otherwise strongly qualified candidate with highly relevant experience but no current security clearance may be considered. Required Knowledge, Skills, and Abilities: • Masters degree in Mathematics, Statistics, Operational Research, or a similar discipline., • At least six (6) years of professional experience with operational research, operations analysis, applied math, and statistics., • Experience leading/coordinating teams of other analysts and contributors., • Excellent analytical problem-solving skills., • Experience in the use of analytical software tools and languages such as MATLAB, Microsoft Excel, Tableau, Python, SQL, and R., • Proficient with common productivity software, including the Microsoft Office suite., • Excellent communication skills. Additional Preferred Knowledge, Skills, and Abilities: • Some or all relevant experience obtained in a U.S. Navy environment, especially supporting Ship Anti-Submarine Warfare (ASW) Tactics, Techniques and Procedures (TTP). Benefit Offerings: Along with competitive pay, THOR offers a comprehensive benefits package including: • Paid Time Off (accrued), • Paid Holidays, • 401(k) with employer match and traditional/Roth options, • Medical Insurance (3 plan options) + TRICARE Supplemental Coverage, • Dental Insurance (2 plan options), • Vision Insurance Plan, • Healthcare and Dependent Care Flexible Spending Accounts, • Commuter/Transit Benefits, • Basic Life/AD&D, Short-Term and Long-Term Disability Insurance, • Supplemental Life Insurance, • Pet Benefits, • Legal Resources, • ID Theft Benefits, • Employee Assistant Plan and Work-Life Program, • Voluntary Leave Transfer Program, • Tuition Reimbursement Program, • Employee Referral Program Please be aware that many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. Founded in 2009, THOR Solutions, LLC (THOR) is a rapidly growing Center for Veteran’s Excellence (CVE) verified Service-Disabled Veteran-Owned Small Business (SDVOSB) providing mission critical support across the Department of Defense, Department of Homeland Security, federal civilian agencies and commercial maritime industry, worldwide. THOR provides innovative and tailored expertise in multidisciplinary engineering, project and program management, business and financial management, technical support, integrated logistics support, training support, fleet support, corporate operations support, assessments and studies. THOR is privileged to deliver service solutions to the nation’s most complex military, public sector and industry challenges. THOR is proud to be an Equal Opportunity Employer, including veterans and individuals with disabilities. THOR considers all qualified applicants for employment without regard to legally protected characteristics. This policy applies to all terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part the employment selection process, please contact us at recruiting@thorsolutions.us or (571) 215-0077. Powered by JazzHR BejpI69Bkf

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care, • Acts as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities: Education: • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s) Skills & Competencies: • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements, • Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

What we're looking for: - Professional experience in financial modeling & forecasting, financial statement analysis, budgeting & variance analysis - Strong communication skills - Ability to work independently in a remote environment How it works: This is not a specific job posting. By applying

Remote: If this position is listed as remote, there may still be occasions when you are required to work in person at a Booz Allen or customer facility. As a Foreign Military Sales (FMS) Financial Analyst on our team, you'll work on a financial management strategy to help client's FMS projects succe

Job DescriptionDescription: WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. WHO YOU NEED TO BE • You are the best of the best! You are highly valued by your service team and clients alike, with a proven track record of keeping them delighted., • With 3+ years of experience as a Benefits Analyst, you are skilled in ensuring the seamless execution of new and renewal marketing, placement, and policy delivery for both producers and clients, and are ready to take on Client Manager responsibilities., • Demonstrate proactivity by anticipating potential obstacles and taking steps to prevent them before they occur., • Exceptional at managing expectations and ensuring that deadlines are met with internal team members, carrier/vendor partners, and clients., • Your ability to service accounts is outstanding, and you know that quality is key. Your attention to detail, excellent organizational skills, and math proficiency are just some of your best traits., • Excellent and strong communication skills, essential for presenting renewals to clients and delivering open enrollment presentations to employees, with the ability to provide non-technical explanations of technical matters and summarize and present information in a clear, concise, and accurate written and verbal format., • Able to provide technical expertise, industry knowledge, and excellent client service skills to meet the needs of clients and address any difficulties they may encounter., • You're also a quick learner, and technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly., • You have an active Life & Health license. If you have a college degree, that sends you to the top of the list, but it is not required. If you have an insurance designation, that is even better! THE JOB A Client Manager contributes to C3’s success by performing the following: • Act as the initial point of contact for clients, carriers, and others on the Client Service Team., • Guiding and mentoring Benefit Analysts throughout the process of gathering client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings., • With the support of the CE or CSE, keeping clients in compliance by ensuring clients have WRAP docs, file 5500s, complete required annual reporting or testing, place COBRA, etc., • Analyzing utilization reports, carrier reports, and claims data and trends., • Explaining client needs and concerns, focusing on how various plan designs and recommendations address those issues., • Understanding the insurance market (networks, compliance, trends) and aligning benchmarking to build/adjust client benefit program., • Preparing (if no BA is assigned) and reviewing RFPs for marketing all lines of coverage., • Working closely with carrier representatives to ensure smooth implementation of new plans., • Ensuring that required plan information and materials are sent to the client in a timely manner for distribution., • Reviewing renewals, proposals, and open enrollment materials to ensure they are accurate and complete in content, compliant with company and regulatory guidelines, and reflect a professional appearance., • Participating in Strategic Planning and Renewal & Marketing meetings under the guidance of the Client Executive Service to learn client needs, challenges, and concerns., • Learning best practices to present renewal outcomes to the client and provide recommendations based on findings with the goal of taking on these responsibilities., • Conducting employee open enrollment meetings to communicate benefit options., • Ensuring that client files and documentation are maintained according to policy and procedures and consistent with professional standards., • Developing analytical, customer service, and communication skills needed to effectively support the client., • Presenting to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, as well as the factors that influence those costs and premium rates., • Responding to and resolving routine issues the client may encounter regarding benefits services and coverage questions in a timely manner., • May also take on the role of a Client Service Executive for certain accounts, overseeing the preparation of new business and renewal strategy presentations. THE FINE PRINT Work Environment & Physical Demands • Occasional local travel to visit clients may be required., • You must be able to use a keyboard and other office equipment., • C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: • Competitive salary, • 100% employer-paid benefits, • 401K match, • Opportunities for growth, • Flexible working schedules, • Unlimited PTO to support work/life balance (with a two-week minimum), • Fun atmosphere, • No micromanagement, • Opportunity to work from home/remote The applicable base salary range for this role is $85,000 to $95,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. Requirements:

Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution. Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution. Analyze complex financial data to identify key trends and provide actionable insights f

BICP, a market leader in Decision Intelligence, enterprise modernization, and data-driven transformation, is hiring an Business Data Analyst, Planning Systems to support a premium lifestyle apparel client in San Diego, California.

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As a Foreign Military Sales (FMS) Financial Analyst on our team, you'll work on a financial management strategy to help client's FMS projects succeed. Remote: If this position is listed as remote, there may still be occasions when you are required to work in person at a Booz Allen or customer facili

They tend to be goal-oriented, financially sound, with a fair amount of grit.

Eligibilities & Qualifications.Eligibilities & Qualifications.

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Senior Construction Project Manager - GG Homes | San Diego, CA.Excited to make a significant impact in the world of Real Estate Investment? GG Homes is seeking an organized and results-driven Senior Construction Project Manager to join our growing team.At GG Homes, we are dedicated to excellence and

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