Senior director of finance jobs in Gilbert, ArizonaCrear alertas

Job Description Hi, we're Oscar. We're hiring a Senior Manager Forecasting & Planning to join our Operational Forecasting team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: You will lead a key component of Oscar's operational forecasting team. You will deliver accurate, data-driven volume and staffing projections across key business lines. You will develop and implement forecasting models, methodologies, and governance to optimize operational efficiency and financial performance. You will oversee a team of associates and partner cross-functionally with Operations, Finance, and Workforce Management to align forecasts with strategic objectives. You will drive continuous improvement in forecast accuracy, analytics capability, and stakeholder confidence through innovation and key collaborative relationships. You will report into the Senior Director, Production Resource Management. Work Location: This position is based in our Tempe, Arizona office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $129,600 - $170,100 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Manage stakeholder relationships and expectations and actively keeps them informed of the status of open/queued requests. Gathers feedback and drives improvements in the operating model, • Help package multiple analyses into a cohesive recommendation for the business, • Engage with senior leadership at various levels on matters concerning related functional areas and makes recommendations for executive decision-making, • Implement processes and practices that drive improvement in the team's execution, and works with incomplete / ambiguous information, • Drive the strategy and culture for the team to be effective and aligned with the enterprise's objectives, • Understand the use, flow, and generation of data within a complex ecosystem of business processes articulates findings to audiences with varying degrees of technical knowledge, • Manage, coaches, develops a team of high performing data analysts. Drives a positive team culture, high-quality work, accomplishments and recognition, • Help clear strategic and tactical roadblocks for the team and enable timely delivery of high-quality work products to stakeholders, • Project manages the team's analytical deliverables and ensures KPIs/SLAs are met, • Partner with Associate Director / Director in setting vision and goals for the team, • Enhance essential operational and analytical dashboards, and define the requirements to enhance them as our users' needs evolve, • Identify opportunities to create models and tools that streamline processes and overall drive efficiencies within the organization, • Compliance with all applicable laws and regulations, • 4+ years of technical work experience in forecasting and/or modeling, • 2+ years of experience in business/operations planning, • 3+ years in a client-facing role with experience managing issues with stakeholders, • 4+ years demonstrated ability to work with large datasets and distill analyses into relevant insights with a structured and systematic thought process, • 6+ years experience in SQL, with the ability to filter, aggregate, and build CTEs, or proficiency in R or Python, including experience with Pandas, for loops, and statistical tests, • 6+ years experience, including proficiency in Google Sheets or Excel skills, with ability to use VLookup, nested if statements and connected Sheets, • 4+ years experience in preparing healthcare analytics, reporting, and data management, • Experience with ticketing system (such as Jira, Appian), • 2+ years experience developing dashboards and working with Looker, or other business intelligence/data visualization tools, • 3+ years experience in verbal and written communication, of business analysis/reporting impact and requirements At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Hi, we're Oscar. We're hiring a Director of Human Resources to join our People team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Director of HR is responsible for: enabling a culture of consistency with Oscar values, establishing strong employee support models, and leading HR practices with business-oriented pragmatism, while effectively managing the organization's human capital risk. This role will lead and manage core HR functions, including policy development and compliance, employee relations, workplace investigations, HR governance, health and safety, and various administrative duties. The Director of HR serves as a strategic partner to the department's HR business partners and to the company's executive leadership. The ideal candidate is an all-around HR general athlete with strong operational chops, excellent judgement, and the ability to quickly distill the most important information in any situation into a tight executive synthesis. You will report into the Senior Director, Chief of Staff. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $142,560 - $187,110 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants, and annual performance bonuses. Responsibilities: • Assess, develop and deploy a vision and roadmap to support effective employee relations and HR compliance across the enterprise., • Ensure company-wide compliance with federal, state and local laws and regulations leveraging key legal stakeholders for input and partnership., • Own continuous improvement of employee relations and HR governance process and tools with the ability to provide executive synthesis on complex and high-risk employee matters, • Collaborate with relevant stakeholders to develop a strategic and solutions-focused approach, which includes developing scalable, standardized frameworks, and coaching HR & people leaders., • Establish trusted advisory rapport with leaders and colleagues on workplace concerns, and handle highly confidential matters in partnership with in-house and outside counsel., • Be proactive and anticipate change, providing critical and timely input about consequences and implications of local law and best practices to all internal stakeholders, • Lead the HR team through strategy execution, and serve as an escalation point, • Build and maintain strong relationships with stakeholders and external partners including but not limited to People, IT, Comms, Legal, Security, Finance, and supporting vendors., • Compliance with all applicable laws and regulations, • 8+ years of progressive HR, • 4+ years of leadership experience, • 3+ years of employee relations and policy design experience, • SHRM-SCP, SPHR or similar HR certifications, • Experience it HR Acuity-ER platform At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers. Job Description Job Description As a Director, Technical Accounting, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this remote, work from home position, you will work with an established team, the Center of Excellence (“COE”) to continue to build out the technical accounting function by delivering high-quality technical analyses, including drafting accounting policies, accounting memos for new products, new transactions, and implementation of new US GAAP. Reporting to the Head of Accounting, you will collaborate closely with senior finance leadership and cross-functional partners across Capital Markets, Strategic Finance, Legal, FP&A, Tax and Treasury. We are always striving to Get Better, and your input and improvements will be greatly appreciated! THE ROLE: • Work cross-functionally across the business to foresee potential accounting issues and recommend practical solutions associated with contemplated business transactions., • Review all new business activities to ensure timely identification of accounting and financial reporting matters and prepare high quality accounting memorandums for senior management and auditors., • Foster strong partnerships with cross-functional partners to understand contractual arrangements, transactions and operational structures. Provide accounting expertise, including options and recommendations for transaction structuring, and simply and precisely explain accounting implications., • Support financial audits with preparing audit requests, coordinating information requests,compiling technical accounting assessments., • Collaborate with advisory services when required in analyzing accounting standards and assessing the associated business implications required to support implementations of new or revised technical accounting treatments., • Support the preparation and review of corporate accounting policies and procedures., • Participate in both formal and informal reviews with business to ensure financial statement disclosures are complete and accurate and align internal reporting with US GAAP., • Assist in the evaluation, maintenance, and performance of key controls over technical accounting., • Represent the company professionally as a technical accounting subject matter expert., • Champion strategic innovation by developing new processes and encouraging ongoing process improvement within the accounting function., • Other duties as assigned.Qualifications, • Accounting Degree and CPA required, • Minimum 10 years of relevant experience, (minimum 5 years in a leadership role), • Big 4 or Mid-Tier experience as a manager or Sr. Manager, • Strong / Advanced Technical GAAP experience with ASC 230, 326, 606, 810, 815, 820, and 860, including experience with securitization/SPV structures, • Technical writing skills (memos and implementation documentation), • Financial Services or Fin- tech industry experience a plus, • Strong written, verbal communication and presentation skills, • Advanced excel skills, • Oracle experience a plus Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. Job Description As an experienced and knowledgeable Marketing Automation Manager - Temporary, you will impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. Reporting to the Director of Automation, you will serve as a senior strategic and technical lead for our automated lifecycle communications during a period of interim leave. You will help manage and execute dozens of multi-channel marketing campaigns across our automation platforms supporting many of our most crucial initiatives. This is a significant role requiring critical thinking, organizational prowess and multi-task execution. Working collaboratively with your Lifecycle Marketing teammates and cross-functional partners on campaign execution, you and the broader Marketing Automation team will drive and support the day-to-day management for email, SMS, and push notification campaigns. Your role is an individual contributor helping to advance our marketing communications across the organization ensuring that we are continually improving the production, efficacy, and impact of our campaigns and initiatives. This is a temporary role. What You’ll do: * Support a team of specialists executing campaigns across the full consumer lifecycle for multiple businesses, product lines, and consumer mobile apps * Successfully build, test and manage email, sms and push notification campaigns ensuring high performance and compliance * Subject Matter Expert for all things Lifecycle Marketing campaign performance, execution, and strategy * Support the broader Marketing Automation team towards exceeding goals and pushing the envelope on productivity, efficiency and accountability * Support the development, implementation and maintenance of testing and optimization efforts * Drive impactful reporting, insights, and opportunities from campaign data * Be an advocate and driver for process and platform improvements and efficiency opportunities * Ability to quickly learn new tools and techniques as well as continually evolving email, SMS and digital best practices * Proficiency in thinking strategically and problem solving * Excited to bring a ‘whatever it takes’ mindset to take on projects - no matter how big or how small * Thrilled to be in and confident to thrive in a fast paced growing organization Qualifications What you’ll bring: * 8+ years email marketing experience (digital and SMS marketing experience a plus) * Experience implementing and managing marketing automation platforms and technologies, account/CRM structure, data infrastructure * Experience with email marketing platforms and email deliverability best practices * Bachelor’s Degree in relevant field or equivalent experience, one or more certifications in marketing automation technology * Exceptional analytical skills, reporting and tools (Excel, Tableau and SQL) * Strategic critical thinker and creative problem solver * Proven ability to manage and own multiple projects concurrently in a fast-paced, collaborative environment * Excellent time-management with attention to detail from inception through execution * Ability to understand the big picture while focusing on the day to day execution for both yourself and your team * Top notch teamwork and communication skills; also works well independently without micromanagement * Excellent written, presentation, interpersonal, and people influencing skills, coupled with strong interest in further developing and integrating enterprise automation processes and solutions * Strong software/technology aptitude and fast learner Additional Information All your information will be kept confidential according to EEO guidelines. Achieve well-being with: • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader. #LI-KM1

Job Description Hi, we're Oscar. We're hiring a Director, Medical Economics — Corporate to join our Actuarial. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Director, Medical Economics — Corporate acts as a specialized internal consultant and narrative architect within the Medical Economics function. Reporting directly to the Senior Director, Medical Economics — Corporate, this leader focuses less on the technical construction of budgets and more on the synthesis, interpretation, and communication of medical cost trends. While the Senior Director serves as the strategic anchor for financial planning, the Director plays an important role in Quarterly Earnings support and Executive Reporting. You will bridge the gap between technical Actuarial teams and Corporate Finance/Investor Relations, translating complex data into the "company story" for the Board of Directors, executive leadership, and external analysts. You will report into the Senior Director, Medical Economics. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $172,800 - $226,800 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses. Responsibilities: • Strategic Narrative & Internal Consulting (35%), • Be the primary "translator" of medical economic results for non-technical partners, converting raw actuarial data into cohesive business narratives that explain the "why" behind cost trends., • Be the internal consultant to Corporate Finance, providing rapid-response insights on emerging risks and opportunities to support decision-making at the Management Committee level., • Partner with Investor Relations to ensure consistency in financial messaging and external guidance.Quarterly Earnings Cycle Management (30%), • Lead the development of medical economics content for quarterly earnings, including drafting scripts, preparing Q&A talking points for the C-suite, and synthesizing key performance drivers., • Collaborate with analytical leads to distill complex quarterly performance data into clear takeaways for analyst calls.Executive & Board Reporting (25%), • Lead the creation and delivery of high-impact presentations for the Board of Directors and Operating Committee, focusing on visualizing data to highlight performance drivers., • Design reporting packages that succinctly summarize variance analysis and long-term outlooks, ensuring senior leadership has actionable views on medical expense performance.Forecasting and Team Leadership (10%), • Support the Senior Director in the corporate budgeting process by pressure-testing assumptions and validating the narrative understanding of the long-term financial outlook., • Bachelor's degree in a STEM field, or 4 years commensurate experience., • 8+ years of quantitative analysis in the healthcare industry., • 3+ years of collaborating and influencing the Executive Leadership Committee., • Exceptional business writing and storytelling skills; ability to simplify complex actuarial concepts for executive audiences., • Strong familiarity with ACA-specific healthcare dynamics and how they impact external financial reporting., • Previous experience in management consulting or internal corporate strategy is highly desired. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionSenior Financial Analyst LHH Recruitment Solutions is seeking a Senior Financial Analyst who will be a critical member of our clients' Chandler finance team, providing financial leadership, program oversight, and analytical support across the site. This role reports directly to the Finance Director and partners closely with Program Managers, Focus Factory Managers, and the Central Finance group. This position will lead site?wide program reviews, drive monthly close and forecasting cycles, and perform ad?hoc financial analysis that supports operational and strategic decision?making. The ideal candidate brings strong financial acumen, problem?solving ability, and the capacity to influence stakeholders in a fast?growing environment. Location: Chandler, AZ 85226- Fridays and Saturdays remote after conversion to FTE Compensation Range: Base salary: $120,000 - $125,000 / Bonus eligible after conversion to FTE Core Responsibilities • Lead program reviews for the entire Chandler site, providing financial performance insights, risks, and opportunities., • Support and partner with Program Managers and Focus Factory Managers on program strategies, cost drivers, and performance outcomes., • Provide financial leadership to a rapidly growing environment with evolving stakeholders., • Drive monthly close processes, including journal entries, accruals, and performance reporting., • Deliver monthly forecasts with accuracy, cross?functional inputs, and variance explanations., • Conduct ad?hoc analysis on program health, cost structures, P&L impacts, pricing, and cash considerations., • Work closely with Operations, Supply Chain, Program Management, and Central Finance., • Influence business partners who may have competing priorities or limited financial experience., • Ensure alignment across complex program and manufacturing environments., • Current systems: Crystal, Visual ERP, • Transitioning to Oracle within 6 months - Oracle experience is preferred, not required, • 5+ years in Finance, FP&A, or Program Financial Analysis, • Strong understanding of P&L statements and financial statements, • Experience driving month?end close processes, • Advanced Excel and financial modeling, • Strong variance analysis and forecasting skills, • Demonstrated ability to analyze root causes and provide actionable insights, • Ability to influence without authority / Strong relationship?building and partnership, • Adaptability in a fast?growth, evolving stakeholder environment / Critical thinking and problem solving with a leadership mindset (role has no direct reports but high influence), • Aerospace & Defense or manufacturing industry experience / Oracle ERP experience (Preferred), • Experience supporting program?based or project?based financials (Preferred), • Exposure to government cost structures, though not required (Preferred)Pay Details: $57.00 to $60.00 per hour Search managed by: Jason Timothy Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description About Us: Arizona Liver Health (ALH) is dedicated to driving high standards of care and advancing medical innovation through leading clinical trials, ensuring patient safety and regulatory compliance, and generating high-quality clinical data. Our network of multiphase, multitherapeutic research, standard of care, and VEN Centers sites is staffed by skilled providers, research, clinic, pharmacy, and patient outreach professionals. ALH operates state-of-the-art facilities and programs to meet the evolving needs of clinical research and overall patient treatment. Job Summary: We are seeking a strategic, technical, and analytical FP&A Program Manager to lead financial planning and reporting across our clinical practices and research institute. This role blends deep financial expertise (70%) with hands-on analytics and dashboard development (30%) to drive data-informed decisions across healthcare operations and research programs. Title: FP&A Program Manager Compensation: $120,000-$160,000 per year, depending on experience Status: Full-time, Exempt Location: Chandler, AZ (Monday-Friday, 8am-5pm, On-site) Reports to: Director of Finance Essential job functions/duties Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. FP&A Leadership (70%) • Lead budgeting, forecasting, and long-range planning across clinical and research divisions., • Partner with department heads to analyze cost structures, revenue streams, and funding models., • Develop scenario models to assess regulatory changes, revenue streams, and patient volume shifts., • Conduct variance analysis and deliver actionable insights to senior leadership., • Build and maintain dynamic dashboards in Power BI to visualize KPIs, financial trends, and operational metrics., • Collaborate with IT and data engineering teams to ensure robust data pipelines and semantic models., • Integrate FutureView platform outputs into Power BI for seamless reporting and stakeholder access., • FutureView FP&A platform experience, • Advanced Excel (Power Query, modeling, automation), • Power BI (DAX, data modeling, dashboard design), • Bachelor's Degree in a relevant field; Master's Degree / MBA preferred, • 8+ years in FP&A, preferably in healthcare, technology, or research settings., • Understanding of clinical operations preferred, • Proven ability to translate financial data into strategic insights. Office setting -- On-site in Chandler Physical demands • Able to lift at least 15 lbs., • Able to sit for long periods (at least 50%) Must have valid documentation and authorization to work in the U.S. Affirmative Action/EEO statement It is the policy of the Institute for Liver Health DBA Arizona Liver Health and Arizona Clinical Trials to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Other responsibilities may be communicated directly by the reporting manager/supervisor. Duties, responsibilities, and activities may change at any time with or without notice. Notice to Staffing Agencies: It is our policy that any and all contact with third party staffing or recruitment vendors come through our Talent Acquisition Team directly. We have an established and preferred network of contracted partners that we engage if and when we deem it necessary. We request that staffing agencies refrain from repeatedly contacting our hiring managers or employees directly. Unsolicited resumes, onsite solicitations, and inquiries will not be considered or responded to. Overly persistent or forceful inquires may also be blocked across our network at the domain level as spam. Thank you for your understanding.

Job Description Full-Stack Developer (PHP Focused) Custom CRM, Coaching Sales Platform Salary Range: $70,000 – $95,000 annually, based on experience Level: Junior to Mid-Level, with a defined growth path About the Role We are a well-established coaching company with a custom-built CRM platform that powers nearly all core business operations—lead intake, sales dialing, coaching delivery, payments, finance reporting, and client portals. We are hiring a Full-Stack Developer with strong PHP skills to work directly under our IT Director. You will play a hands-on role in maintaining and evolving this system. While this role can begin at a junior level, it is designed to grow. The right candidate will gain full-stack exposure and gradually take ownership of meaningful portions of the CRM. This role is ideal for someone who wants to learn how a real, revenue-generating platform works end-to-end, rather than working on isolated features or short-term projects. Primary Skills You Will Use • Backend: PHP, Node.js, Python, • Frontend: HTML, CSS, JavaScript, • Database: MySQL, • Server/OS: Linux, • Deployment: Cloud-based infrastructure What You'll Be Working On: Full-Stack CRM Development • Maintain and enhance a primarily PHP-based backend, • Work with MySQL databases, • Fix bugs, improve reliability, and assist with refactoring legacy code, • Implement features across sales, coaching, finance, and client portals, • Gradually own specific CRM modules end-to-end Integrations Workflows • Support integrations with programmable voice, email, SMS, payment gateways, and lead intake systems • Maintain API endpoints, webhooks, and background jobs, • Monitor logs and help troubleshoot production issues Frontend Dashboards • Support internal dashboards for sales, coaching, and finance teams, • Assist with updates to the client-facing assets, • Make frontend improvements using HTML, CSS, and JavaScript Required Skills Experience • 1–3 years of PHP experience (or equivalent hands-on project work), • Experience working with MySQL, • Working knowledge of HTML, CSS, and JavaScript, • Basic understanding of REST APIs, • Familiarity with Linux environments, • Experience with Git and version control, • Experience with AI assisted coding, • Comfortable working in and navigating an existing codebase Note: Candidates will be asked to demonstrate basic PHP and SQL fluency during the interview process—writing and explaining simple code without the aid of references or AI tools. Were looking for developers who have hands-on experience, not just familiarity with prompts. Helpful But Not Required • Telephony/programmable voice, • Payment gateway integrations, • Node.js or Python experience, • Cloud deployment experience, • Internal tools or admin dashboard experience Scope Level Expectations At the $70K–$80K level (Junior): • Works under close guidance from the IT Director, • Focuses on bug fixes, small feature enhancements, and support tasks, • Learns the existing CRM architecture and workflows, • Supports integrations and follows established patterns At the $80K–$95K level (Mid-Level): • Takes ownership of specific CRM modules, • Implements features with less oversight, • Troubleshoots issues across backend and frontend layers, • Contributes to integrations, APIs, and workflow improvements, • Understands how changes impact sales, coaching, and finance systems Growth within this range is expected as you gain system ownership and independence. Growth Path This role is intentionally structured for long-term growth. Over time, you can expect to: • Own CRM modules across backend and frontend, • Lead feature implementation and system improvements, • Become a primary point of contact for CRM-related issues, • Progress into a mid-level or senior CRM systems role Employment Details • Full-time preferred (long-term contract considered), • Remote-friendly, • Reports directly to the IT Director How to Apply Please include: • A brief overview of your development experience, especially how it relates to our requirements • Examples of projects where you worked on an existing codebase The founders of Growth have been Ernst and Young Entrepreneur of the Year award winners, recognized by Success magazine, voted as 100 top venture backed CEOs by V-spring capital among other recognitions. They are seasoned and proven business builders, and can't wait to work with you! Together we are committed to creating a company of excellence and we understand that comes from the caliber of people we hire. We seek out only A players.Growth, LLC or better known as Growth.com, is the fastest growing personal and professional training company in the nation. You will see our content, partners and experts on Oprah.com, Good Morning America, PBS, Fortune magazine, Success magazine, national radio and other mass media outlets. We do over 300 coaching sessions a month in over 50 different countries. Over 50,000,000 people watched our videos in the last 12 months, more than 30,000,000 see our posts every week on Facebook, and 600,000-plus students have completed our online courses or video series, making one of our experts, according to Oprah Winfrey Network, "one of the most successful online instructors in history." SUCCESS Magazine named one of our authors as one of the Top 25 Most Influential Leaders in Personal Growth and Achievement, along with Oprah, Deepak Chopra, Joel Osteen, Arianna Huffington, Dave Ramsey, Dr. Oz, Wayne Dyer, and Facebook's Sheryl Sandberg.\r\n\r\nThe founders of Growth have been Ernst and Young Entrepreneur of the Year award winners, recognized by Success magazine, voted as 100 top venture backed CEOs by V-spring capital among other recognitions. They are seasoned and proven business builders, and can't wait to work with you!\r\n\r\nTogether we are committed to creating a company of excellence and we understand that comes from the caliber of people we hire. We seek out only A players.

Job Description Hi, we're Oscar. We're hiring a Senior Data Scientist to join our Data Team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Data Scientist, Advanced Risk Modeling, is a senior individual contributor role focused on utilizing advanced machine learning (ML) and artificial intelligence (AI) methodologies on modern ML platforms. This role will build and deploy sophisticated models to help solve complex business problems specifically within Oscar's risk adjustment domain. You will report into the Director of Data Work Location: This position is based in our Tempe office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $158,400- $207,900 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants, and annual performance bonuses. Responsibilities: • Conduct in-depth data analysis and advanced feature engineering using large, complex healthcare datasets to create robust predictors., • Design, develop, and validate advanced ML/AI models (e.g., regression/classification, deep learning, NLP, gradient boosting, LLM experimentations) to solve complex clinical and business problems within the risk adjustment domain., • Leverage modern ML Ops platforms (e.g., Vertex AI) and data science best practices to efficiently train, test, deploy, and maintain production-level models., • Build and maintain the supporting data systems, analytics, and monitoring infrastructure required for complex, production-level AI/ML systems., • Research, develop, and evaluate new AI applications using cutting-edge techniques, including LLM models and agentic frameworks, to solve critical business challenges in risk adjustment., • Work closely with business stakeholders, engineering teams, and product managers to gain a deep understanding of business operations and technical systems., • Build strong partnerships to foster close, effective integrations between data science, engineering, product, and business units., • 4+ years of industry or other quantitative technical fields (which may include academia)., • 3+ years of work experience working with SQL, R, and/or Python to query, manipulate and analyze data, • Advanced degree in a quantitative or technical field At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Hi, we're Oscar. We're hiring a Treasury Manager to join our Strategic Finance. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Treasury Manager is an individual contributor responsible for managing Oscar Health's important treasury operations and daily liquidity. You will provide critical daily execution of cash management activities, optimizes cash usage across subsidiaries, and guides operational efficiencies in banking and treasury systems. The Manager will be a critical partner to the Treasury organization, driving the execution of cash management strategies in a capital-intensive insurance environment. You have a deep, operational understanding of Treasury practices. You will report into the Senior Director, Assistant Treasurer. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $97,200 - $127,575 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Liquidity Management & Optimization: Recommend and monitor minimum cash balances required at subsidiaries, based on forecasts from the Capital Planning team, to ensure safety and liquidity while optimizing excess cash for investment. Guide the efficient use of cash across the Parent and Subsidiaries., • Cash Flow Reporting & Forecasting: Responsible for updating actual cash flows for each subsidiary and synchronizing with the Capital Planning team to ensure forecasted outflows are current. Updated cash forecasts and variances to the broader finance team., • Reconciliation and Performance Analysis: Reconcile actual cash balances reported from Accounting with Treasury forecasts to true-up balances. Describe actual versus forecast variances, and update Net Investment Income (NII) actuals related to cash and short-term holdings., • Operational Oversight & Execution: Build all critical treasury operations and daily banking activities. This includes ensuring accurate daily funds settlement, bank account maintenance, processing signatory updates, and the administration of bank portal systems (e.g., CashPro, JPM Access, WF Vantage)., • Risk & Fee Analysis: Measure banking service fees paid to financial institutions. Analyze counterparty risk exposures related to cash and bank balances., • Operational Efficiency & Projects: Assist with project management, process improvement programs (e.g., RFPs, accounts/services rationalization), and implementing technology to enhance cash management and reporting functions., • Audit and Compliance Support: Provide comprehensive operational support for all internal and external audits, SOX compliance controls, and state regulatory examinations, ensuring all processes are documented., • Banking Relations: Serve as an important operational interface with external banking partners to resolve daily issues, manage service levels, and support routine operational tasks., • Experience: 5+ years of progressive, hands-on experience in Corporate Treasury, Cash Management, or Treasury Operations within the financial services or insurance industry., • Functional Expertise: 3+ years directly managing corporate liquidity, daily cash positioning, and detailed cash flow reporting/forecasting processes., • Operational Systems: Operational experience using major online bank portals (e.g., CashPro, JPM Access, WF Vantage) and managing daily fund movements and settlements., • Communication & Theory: Strong communication and presentation skills with the ability to articulate financial concepts. Must understand core Treasury Operations and cash management principle, • Prior experience in Treasury Operations within an insurance or healthcare company., • MBA and/or CTP certification is preferred. CFA designation is a plus At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Hi, we're Oscar. We're hiring an Associate, Medical Economics to join our Medical Economics team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Associate, Medical Economics, is part of our Medical Cost Analytics team within the Medical Economics department. The Associate reports to the Senior Director, Medical Economics, and is part of a team that analyzes medical costs to understand trend drivers, project financial outcomes, monitor programs, and identify cost savings opportunities. You will partner with Medical Economics leadership, Data Science, Finance, Payment Integrity, and other analytic support responsibilities to ensure accurate projections are reflected in management reporting. You will report into the Senior Director, Medical Economics. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $118,080 - $154,980 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Work under the guidance of the Senior Director, Medical Economics., • Maintain sophisticated models to forecast the financial impact of proposed changes to clinical and payment policies. Conduct sensitivity analyses and stress testing on models to understand the range of potential outcomes under multiple utilization and cost scenarios., • Develop knowledge of industry best practices and work to drive innovation., • Perform in-depth analysis of integrated claims and operational data (medical, pharmacy, lab, auths) to identify cost and trend drivers., • Provide proactive financial guidance on latest clinical trends and their potential impact on our financial performance., • Accomplish retrospective studies to measure the actual financial and clinical outcomes of implemented policies, comparing results against initial projections., • Build repeatable analytic processes that scale across programs., • Create executive-ready visualizations tailored to different stakeholder audiences (clinical vs. financial)., • Promote and shape Oscar best practices concerning automation and documentation. Contribute to department initiatives around automation, AI use, and tooling improvements., • Compliance with all applicable laws and regulations, • College degree in a STEM field: e.g. Economics, Actuarial Science, Health Economics, Biostatistics, Health Informatics, Health Services Research., • 4+ years of quantitative analysis experience using SQL., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job DescriptionPosition: Senior Director Workforce Management The Sr. Director of Workforce Management (WFM) is a strategic leadership role responsible for overseeing and optimizing the allocation, utilization, and performance of resources for Monogram Health’s call center. This position involves collaborating with various departments to align workforce planning with business objectives, ensuring efficient staffing levels, implementing workforce analytics, and enhancing employee productivity across both traditional and digital engagement channels. Responsibilities Workforce Strategy and Oversight · Oversee and optimize end-to-end WFM delivery across forecasting, capacity planning, scheduling, and intraday management to meet SLA, quality, and budget goals. · Expand WFM operational capabilities to support both inbound/outbound calling and digital channels (email, chat, text). · Drive recommendation and implementation of advanced WFM tools and platforms; enable automation in scheduling, real-time decision-making, and reporting. · Build and lead a high-performing workforce team, identifying gaps and implementing development plans. · Partner with clinical leadership, care center managers, and technology teams to ensure seamless operations. Dialer Optimization & Technology Integration · Lead dialer optimization strategy and execution to support dynamic patient outreach priorities. · Collaborate with IT, analytics, and clinical teams to refine dialer workflows and resolve data flow issues. · Monitor dialer performance metrics (e.g., contact rates, conversion rates, call outcomes) and drive continuous improvement. Forecasting & Staffing · Develop and manage forecasting models using historical data and seasonal trends aligned with patient demand and outreach goals. · Build staffing models to optimize resource allocation across all channels while controlling costs. · Identify and mitigate risks related to workforce shortages or surpluses; implement contingency plans. Workforce Real-Time Management & Analytics · Monitor operational performance and make real-time staffing adjustments to maintain SLAs and productivity. · Develop dashboards to track workforce performance, dialer effectiveness, and operational KPIs. · Generate regular reports to communicate workforce insights to leadership. · Ensure compliance with regulatory and organizational standards in reporting and operations. Campaign Management · Collaborate with cross-functional teams to plan and execute outreach campaigns aligned with business goals. · Ensure workforce readiness and resource alignment for campaign launches and peak periods. · Monitor campaign performance and adjust staffing and dialer strategies to maximize impact. · Provide post-campaign analysis and insights to inform future planning. SLA Assumptions · Define and maintain SLA targets across all engagement channels (e.g., average speed of answer, abandonment rate, service level). · Ensure staffing plans and intraday management strategies are aligned with SLA commitments. · Continuously evaluate SLA performance and implement corrective actions as needed. · Communicate SLA expectations and performance trends to stakeholders. Position Requirements · Bachelor’s degree (preferred in Business, Workforce/Operations Management, Statistics, Economics/Finance, or related fields). · 10+ years of experience in healthcare operations or workforce management, with at least 3 years in a leadership role. · Expertise in call center operations, forecasting methodologies, and customer experience analysis. · Familiarity with industry-leading technologies and tools (e.g., Erlang C models, RingCentral, CX One, Salesforce). · Proven experience in leading and developing cross-functional teams. · Strong problem-solving skills and ability to drive process improvements. · Excellent communication and presentation skills, with the ability to convey complex data insights to diverse audiences. Benefits · Comprehensive Benefits - Medical, dental, and vision insurance, employee assistance program, employer-paid and voluntary life insurance, disability insurance, plus health and flexible spending accounts • Financial & Retirement Support – Competitive compensation, 401k with employer match, and financial wellness resources, • Time Off & Leave – Paid holidays, flexible vacation time/PSSL, and paid parental leave, • Wellness & Growth – Work life assistance resources, physical wellness perks, mental health support, employee referral program, and BenefitHub for employee discounts Monogram Health is a leading multispecialty provider of in-home, evidence-based care for the most complex of patients who have multiple chronic conditions. Monogram health takes a comprehensive and personalized approach to a person’s health, treating not only a disease, but all of the chronic conditions that are present - such as diabetes, hypertension, chronic kidney disease, heart failure, depression, COPD, and other metabolic disorders. Monogram Health employs a robust clinical team, leveraging specialists across multiple disciplines including nephrology, cardiology, endocrinology, pulmonology, behavioral health, and palliative care to diagnose and treat health issues; review and prescribe medication; provide guidance, education, and counselling on a patient’s healthcare options; as well as assist with daily needs such as access to food, eating healthy, transportation, financial assistance, and more. Monogram Health is available 24 hours a day, 7 days a week, and on holidays, to support and treat patients in their home. Monogram Health’s personalized and innovative treatment model is proven to dramatically improve patient outcomes and quality of life while reducing medical costs across the health care continuum.

Job Description Hi, we're Oscar. We're hiring a Senior Manager, Technical Accounting to join our Accounting team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: Senior Manager, Technical Accounting, would lead our technical accounting work. You will work cross-functionally to understand and to provide technical accounting guidance on new or complex transactions and corresponding financial disclosures. You will develop, enhance, and maintain accounting policies and ensure policies reflect current practices and operations of the business and are up-to-date and compliant with existing and newly adopted accounting standards and regulations. You will report into the Associate Director, SEC Reporting and Technical Accounting. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $118,080 - $154,980 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Lead our technical accounting work required under US GAAP and statutory reporting and partner with the Tax Team to ensure tax aspects are considered., • Partner with teams, and external partners and/or consultants, to:, • provide technical accounting expertise to support new transactions and new or evolving business arrangements, and, • prepare technical accounting analysis on complex accounting issues., • Create our accounting policies., • Oversee, and apply new accounting pronouncements applicable to the Company., • Work with the Company's external auditors on technical accounting matters., • Help review financial disclosures in SEC and statutory filings related to our accounting policies and impact of new accounting pronouncements., • Develop relationships with cross-functional teams to understand broad goals and provide accounting guidance and best practice recommendations to allow process improvements., • Perform ad-hoc technical accounting research and analysis to support special projects., • Compliance with all applicable laws and regulations, • 6+ years of relevant experience., • Bachelor's degree in Accounting, Finance, or related field, or 4 years of relevant experience., • Certified Public Accountant licensure (CPA)., • 2+ years of experience with US-based insurance companies., • Experience in a similar position at a health insurance company., • Experience working collaboratively across the organization., • 4+ years of experience with US-based insurance companies., • 4+ years of practical experience in financial reporting. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Our client is a fast-growing, advisor-focused financial services platform that supports independent financial professionals with modern technology, operational infrastructure, and strategic support. Their mission is to help advisors scale efficiently, deliver exceptional client experiences, and operate high-performing, future-ready businesses through a powerful and flexible digital ecosystem. With a strong culture of innovation and partnership, our client continues to invest heavily in technology and product capabilities to support the next generation of wealth management. The Opportunity Our client is seeking a Director of Product Management, Advisor Technology Ecosystem to own the strategy, evolution, and performance of their advisor-facing technology partner ecosystem. This leader will be responsible for shaping the platform’s product direction, guiding third-party integrations, and ensuring advisors have access to a modern, cohesive, and high-impact digital experience. This is a highly visible leadership role that partners closely with executive leadership, technology, operations, and business stakeholders to drive measurable outcomes for advisors and the firm. What You’ll Be Responsible For Product Strategy & Ecosystem Vision • Define and execute the long-term strategy for the advisor technology ecosystem, with a focus on scalability, usability, and business impact., • Own the roadmap for integrated third-party solutions across the platform., • Evaluate, select, and onboard wealth technology partners that improve advisor productivity, client experience, and operational efficiency., • Build, lead, and mentor a team of product leaders and domain experts., • Create a high-performance culture focused on ownership, accountability, and continuous improvement., • Oversee the integration and lifecycle management of third-party technology partners., • Lead vendor governance, including performance management, QBRs, commercial negotiations, and strategic alignment., • Partner with engineering and architecture teams to ensure integrations are secure, scalable, and reliable., • Implement feedback loops with advisors and internal stakeholders to continuously improve the ecosystem., • Work closely with Technology, Operations, Compliance, and Advisor Experience teams to ensure seamless delivery and support., • Serve as the internal champion for advisor needs in all product and platform decisions., • Stay ahead of trends in wealth management technology and advisor platforms., • Make informed recommendations on emerging tools, platforms, and capabilities., • Ensure the ecosystem evolves to support the firm’s growth and future operating model. What Our Client Is Looking For • Bachelor’s degree in Business, Finance, Technology, or a related field (MBA preferred)., • 10+ years of experience in product, platform, technology, or business architecture roles., • At least 7 years in a senior leadership or people management role., • Strong background in:, • Enterprise platforms, ecosystems, or large-scale technology environments, • Wealth management, financial services, fintech, or advisor platforms, • Product strategy, platform governance, and vendor ecosystems, • Proven ability to operate at both strategic and execution levels., • Strong executive presence and stakeholder management skills. Why This Role Is Compelling • Executive visibility and strategic impact, • Ownership of a critical, revenue- and experience-driving platform ecosystem, • Opportunity to shape the future of advisor technology at scale, • Lead a growing, high-impact product organization

Be the one who makes a difference! At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference—with us. POSITION OVERVIEW: The School Success Partner is responsible for nurturing, renewing, and expanding Vertex’s relationships with existing clients across all service lines, including Finance & Accounting, Human Resources, Enrollment Marketing, National School Lunch Program Administration, Information Technology, and Student Performance and Analytics. The role serves as the strategic partner and commercial steward of an assigned regional portfolio of schools, ensuring strong retention, client satisfaction, and cross-sell growth. School Success Partners work closely with Regional Leads and Service Line Leaders, Partnership Consultants, and Delivery teams to maintain high-quality client experiences, proactively manage renewal cycles, identify client needs and opportunities for additional services, and ensure that Vertex delivers measurable value across the customer lifecycle. This is a client-facing, revenue-impacting role requiring strong relationship management skills, operational rigor, commercial acumen, and the ability to coordinate across multiple internal teams. The role reports to the Director of School Partnerships. ESSENTIAL FUNCTIONS: 1. Client Relationship Management: • Serve as the primary relationship owner for assigned clients across all service lines, build trust-based relationships with school leaders, board members, and operational staff., • Develop a deep understanding of each client’s operational needs, priorities, and strategic goals., • Drive periodic business reviews with key accounts, analyze contract performance and value delivered, and advise both clients and internal teams on opportunities for improvement., • Coordinate cross-functional responses to client issues, escalating concerns when appropriate, and advocate for client needs across teams to drive improvements in processes and service delivery., • Proactively monitor client health by using structured check-ins, surveys, board materials, and other available signals to identifying early-warning indicators such as shifts in customer sentiment, leadership changes, budget pressures, and authorizer challenges. 2. Renewal Management & Retention: • Own renewal preparation, commercial negotiation, and signature for assigned accounts., • Maintain visibility into renewal timelines, risks, pricing changes, and scope adjustments., • Partner with Regional Leads and Service Line Leaders to ensure timely and accurate renewal proposals., • Conduct recurring executive check-ins and term reviews with clients to reinforce value and mitigate churn risk., • Maintain renewal pipeline stages and forecasting accuracy within HubSpot. 3. Cross-Sell & Expansion: • Identify cross-sell opportunities across HR, Enrollment Marketing, IT, NSLP, and SPA services based on client needs, performance data, and conversations., • Partner with Service Line Leaders for scoping, pricing, and proposal development., • Maintain accurate opportunity creation, qualification, and next steps in HubSpot., • Achieve cross-sell revenue targets within the assigned book of business. 4. Account Planning & Portfolio Management: • Manage a portfolio of ~80–90 accounts using a Customer Lifetime Value (CLV)–based segmentation model., • Prioritize high-value accounts while maintaining responsiveness across the portfolio., • Develop annual account plans including renewal forecasts, cross-sell strategies, and relationship objectives., • Monitor service delivery performance, client outcomes, and leading indicators of churn., • Provide periodic readouts to VSS Leadership and Regional Leads. 5. Data Integrity & Process Discipline: • Maintain accurate account, renewal, and opportunity data in HubSpot., • Ensure consistent use of playbooks, renewal templates, and contracting processes., • Coordinate with the GTM Operations Team to ensure clean data, proper reporting, and timely updates., • Track client activities, meetings, and outcomes with strong CRM hygiene and documentation discipline. REQUIRED QUALIFICATIONS: Education: • Bachelor’s degree in Education, Business, Marketing, Data Analytics, Communication, or related field. Experience and Skills: • 3+ years in account management, customer success, client services, or a related, revenue generating role., • Experience in a services or SaaS environment—particularly within K–12 education or the nonprofit sector—is strongly preferred., • Strong relationship-building skills with senior school leaders and operational staff., • Excellent communication and client-facing presentation skills., • Ability to manage multiple priorities with responsiveness and accuracy., • Demonstrated commercial acumen in renewals, pricing, or cross-sell motions., • CRM proficiency (HubSpot preferred) and strong organizational skills., • High attention to detail, follow-through, and documentation accuracy., • Ability to collaborate cross-functionally in a matrixed environment. Be excited to be a part of our team and grow your career with us! Be the one who enables us to positively impact over 258,000 students across multiple states while driving our growth forward so we can enrich even more lives. Be the one who helps us achieve excellence for over 226 schools that we support with academics, finance, technology, human resources, communications, marketing, facilities, construction, and food services. Be the one who is a diverse thinker, a team player, a smart risk taker, an innovator, and a difference maker by encouraging others to climb higher and reach farther to further education. • Be yourself surrounded by wonderful people who care about you, value your unique skills, and lift you up., • Be supported in your work by caring leaders and team members who want you to succeed., • Be empowered to make a difference and climb higher and reach farther to change lives through education., • Be well in all aspects of your life from your physical, mental, and emotional wellbeing to your finances., • Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance., • Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions., • Enhance your growth and development with mentoring and money to take training classes., • Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer. Be the one who makes a difference! With an innovative mind, a hungry heart, and engaging spirit you can change lives through education. Be a part of Vertex Education and let’s make a difference together. Apply Today!

Job Description Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high-profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more. Why Rosendin?Committed. Innovative. Engaged. If you're looking to take your career to the next level and work with some of the best and brightest in the industry, we want to hear from you. Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and we have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest EMPLOYEE-OWNED electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder! WHAT YOU'LL DO: * In this multi-faceted role, provides a wide variety of skilled logistical, event administrative, communications and data management support, ensuring all programs, event communications, and corresponding office functions run efficiently. Ensures a high engagement with all target stakeholders is provided to all staff, volunteers and other external and internal customers high-level service * Supports Executive Director on assigned event logistics, including overseeing event registration, silent auction management and collateral/signage design and production. * Plans, manages and implements assigned events. Includes vendor selection and management, contract negotiation, visual innovation, budget management, resource optimization and execution excellence. Leads event day execution for assigned events. * Supports annual golf tournament in Q4 and manages sponsor finances. * In coordination with internal partners, recruits, orients, and trains event volunteers as needed. Manages volunteers on event day. * Designs and ensures that collateral, signage and visual needs of events are produced according to event specifications and adhere to TRF branding guidelines. * Procures necessary event and fundraiser resources and may solicit in-kind donations. * Support Annual Grant process that includes application reviews, and granting days check disbursement. * Responsible for the accurate, timely processing of mail and donations in accordance with established requirements and standards. Adheres to policies and procedures for handling cash, checks, revenue and expense management. * Completes financial processes including event reconciliations timely and accurately, ensuring that event systems are updated with payment and donation information and that sponsor information is properly recorded. * Ensures that campaign and customer data in systems is complete, accurate, and error-free and identifies and addresses any gaps in a timely and resourceful manner. * Coordinates email campaigns utilizing CRM systems and pulls reports (ie: open rate, bouncebacks, data scrubbing, etc). * Prepares and analyzes reports (financial results, event statistics, etc) that meet the needs of senior leadership and Board teams. * Processes and approves event invoices for payment by coordinator, conducts research as assigned, organizes and orders event supplies, and maintains inventory tracker. * Completes events and any associated projected accurately, timely, and in compliance with applicable laws, ordinances and policies for safe, effective and efficient operations. Manages overlapping timelines, demonstrating strong multi-tasking skills and an ability to work on multiple projects/events simultaneously. * Responsible for ongoing content development including but not limited to (letters, CRM communications, event communications and updates, webpage updates, marketing content/ flyers) * Supports daily office operations as assigned. * Proactively takes responsibility for ensuring the Foundation's needs are met in the most effective, efficient manner possible to ensure the highest level of customer service and satisfaction with timely communication with internal and external partners and customers WHAT YOU'LL NEED TO BE SUCCESSFUL: * Demonstrated ability to recruit, train and manage volunteers with success in delegating and accomplishing goals through empowering volunteers. * Knowledge of nonprofit and community networks. * Ability to learn and adapt to new technologies and run accurate data * Nonprofit experience * Ability to work on teams with remote team members WHAT YOU BRING TO US: * Five (5) years of relevant working experience that includes: * 2-3 communications experience * Ability to write formal end-to-end communication plans * Ability to manage multiple projects simultaneously, meet specified timelines, and anticipate needs for effective operations. * Administrative expertise with complex administrative and technical responsibilities, data management, and finance processes. * Event production with the demonstrated ability to plan and execute detailed logistics. * Effective oral, written communication and presentation skills with an eye for visually appealing creative design and branding consistency. * Effective interpersonal skills with demonstrated ability to develop collaborative working relationships internally and externally. * Ability to organize, plan and complete projects of varying complexity with an exceptional attention to detail. * Advanced proficiency in Microsoft Office applications and Canva, and other technologies including CRMs like BetterUnite, Salesforce and Optimy WORKING CONDITIONS: * General work environment - sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions such as fluorescent lighting and air conditioning * Noise level is usually low to medium; it can be loud on the jobsite. * We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions. * Occasional lifting of up to 30 lbs. Rosendin is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy, age (over 40), or any other categories protected by applicable federal, state, or local law. YOU Matter - Our Benefits * ESOP - Employee Stock Ownership * 401 K * Annual bonus program based upon performance, profitability, and achievement * 17 PTO days per year plus 10 paid holidays * Medical, Dental, Vision Insurance * Term Life, AD&D Insurance, and Voluntary Life Insurance * Disability Income Protection Insurance * Pre-tax Flexible Spending Plans (Health and Dependent Care) * Charitable Giving Match with our Rosendin Foundation Our success is rooted in our people. We all come together around long-term vision and a sense of shared ownership. As a group, we do whatever it takes to ensure the success of our business and your career. Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Legacy House of Mesa is looking for a creative, energetic, and compassionate Senior Living Recreation Director to lead life-enrichment programming for our residents. Senior Living Recreation Director. We offer a competitive salary of $60,000+ per year, depending on experience.

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