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Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure Education: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

This company is part of one of the world's largest REIT's and enjoys a great reputation and is well known around the country. They have seven regional U.S. development offices and currently have approximately 14 million square feet of new projects in either the planning phase or under construction in multiple asset types, including multifamily, industrial, office, and data centers. They have been in business for close to 100 years and are a stable, solid organization with a very long-term outlook. They are looking to add a Real Estate Analyst to their Atlanta office and team. This person will be responsible for acquisitions and development duties including ROI analysis, collection of due diligence materials, review of purchase and sale agreements and drafting investment committee materials and business plans for new acquisitions and ongoing projects in development. In addition, they will assist in the analysis and structuring of tenant leases, construction financing, JVs, property management and other special projects. This person will also work closely with Design and Construction, Accounting, Business Analysis, Treasury, Legal and Tax teams to collect market, economic and financial data. Required Qualifications • Bachelor's degree in business, real estate, economics, architecture and/or finance and an MBA is preferred, • Working knowledge of financial statements, budget preparation, scenarios/proformas, investments and/or tax experience is required as well as IRR, NPV experience, • Willingness to travel 25% to current and potential new sites during the due diligence process and development execution, • Ability to work in a fast paced environment with excellent analytical skills, leadership capabilities, problem solving abilities and eagerness to grow within this role, • Proficiency in Excel, Word, PowerPoint and knowledge of ARGUS

Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: • Conduct financial analysis of credit for new and existing clients and prospects, • Generate spreads, term sheets, and other information for loan requests and conduct underwriting, • Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay, • Build profiles and loan requests in nCino for approval, • Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc., • Generate reports to determine past or current maturities that are not yet cleared and request any necessary information, • Prepare memos outlining financial information for approvals from the appropriate parties, • Track maturity for renewals monthly, • Be actively involved in understanding documentation and closing process, • Attend sales appointments with Officers as requested, • Work on term sheets / commitment letters as directed by supervisors, • Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc., • Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed, • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS • Bachelor’s degree in Finance, Accounting or a related field, • Excellent written and verbal communication skills, • Experience using Microsoft Outlook, Word and Excel, • Experience in a position requiring attention to detail and data analysis, • Excellent organizational skills and ability to multi-task, • RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: • Sustained standing and sitting, • Frequent use of PC, including typing or sustained attention to monitor, • Occasional presentations requiring public speaking to small groups, • Occasional lifting of basic office files or equipment up to 20 lbs

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis • Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm’s ultra-high net worth clients, • Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team, • Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials, • Monitor and review the Client Relationship Manager’s calendars to note new appointments and identify needs for meeting materials, • Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patternsMarketing / Sales Development, • Shadow a Senior Client Relationship Manager, • Observe calls with Clients and Centers of Influence, • Take notes from client meetings and circulate to the appropriate parties, • Opportunity to attend certain industry networking and informational events, • Learn the fundamentals of prospecting, applying these strategies to building one’s own book of businessIdeal Candidate will Possess the Following:, • Bachelor’s degree from a top tier school with a graduation date of May 2024 or May 2025, • Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication, • Strong technical and analytical orientation; ability to create financial models in Excel, • Desire to want to grow into a sales professional, • Detail oriented with a strong ability to organize and prioritize in a fast-paced environment, • Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence, • Proficiency in Microsoft Office, • Proactive and takes initiative with strong follow through, • Effective business writing skills, • Excellent presentation skills, • Positive, can-do attitudeWorking Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • Frequent work in the evenings and occasionally weekends, as needed to meet deadlines, • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Eligible for annual profit sharing bonus scZtJzd8In

Job Description Responsible for the negotiation and purchase of services, materials and equipment, domestically and internationally, to efficiently meet the needs of the organization, while optimizing cost. The Supply Chain Analyst will also identify, develop and qualify suppliers to support operations. Additionally, responsible for improving commercial conditions, increasing service and material quality, resulting in overall increased performance of the company always complying with the internal regulations, quality management and environmental preservation systems, and the norms and procedures of health, hygiene and safety required by the company. Main Duties and Responsibilities: • Analyze service, material, indirects and equipment requests to ensure alignment with operational needs., • Source, evaluate, and negotiate with suppliers to secure optimal commercial terms while balancing cost, quality, and lead time., • Develop and maintain strong relationships with key suppliers, identifying and qualifying new vendors to enhance supply chain resilience., • Ensure compliance with internal purchasing procedures and industry regulations., • Execute routine and urgent purchases, ensuring timely delivery and adherence to specifications., • Obtain and analyze technical and commercial proposals, preparing RFQs and cost comparisons., • Engage suppliers to clarify contract terms, including payment conditions, warranties, penalties, and tax implications., • Monitor and expedite orders to ensure timely delivery, proactively addressing delays and discrepancies., • Collaborate with internal teams (e.g., Planning, Maintenance, Engineering) to resolve supplier issues and technical divergences., • Manage returns and corrective actions for non-conforming materials, minimizing operational disruptions., • Maintain procurement records and track key performance indicators (KPIs) to optimize purchasing strategies., • Analyze purchasing trends to identify cost-saving opportunities and process improvements., • Engage with internal stakeholders to anticipate procurement needs and contribute to strategic sourcing decisions., • Ensure adherence to company policies, safety regulations (PPE, 5S principles), and industry best practices., • Proactively seek opportunities for efficiency improvements in procurement processes. EDUCATION: Bachelors Degree in Business Administration, Chemistry, Engineering, International Affairs, etc. TYPE OF EXPERIENCE: B2B feedstock purchasing, preferably for Chemical or Pharmaceutical companies. OTHER SKILLS REQUIRED: Proficiency in SAP, MS Excel and Power Point. Benefits • 401(k) matching, • Dental insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job Description Seeking 2+ years of experience in commercial or business credit review and analysis for a credit union, bank or related financial institution. Spread and analyze commercial, business, or small business loans. If this is YOU, apply today! Title: Business/ Commercial Lending Credit Analyst II Target hiring pay range: $56,243 - $70,304 Position Status – Full-time Exempt Reports To: Business Lending Manager The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector. We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays. Purpose: The primary purpose of this position is to assist Atlanta Postal Credit Union (APCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” The Business Lending Credit Analyst II role is responsible comprehensive analytical review of commercial loan request and periodic reviews to ensure compliance with commercial lending policies, and procedures. The incumbent provides independent analytical and credit review support to the Business Lending and Business Services areas of the credit union. Essential Duties and Responsibilities: Other duties may be assigned. • Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:, • I promise to be mindful of your time with fast, efficient, courteous, and friendly service., • I promise to demonstrate integrity in all my interactions., • I promise to always treat you with dignity and respect., • I promise to work with fellow employees throughout the credit union to ensure you receive the best possible products, service, and solutions., • I promise to safeguard the security and confidential nature of your financial information., • I promise to greet you with a smile and thank you for your business when your transaction is completed., • I promise to deliver on our mission to help you achieve financial success by providing exceptional products and service., • Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:, • Spread and analyze financial statements, including cash flows, performance ratios, and proformas to develop initial assessments by identifying strengths and weaknesses pertaining to a borrower’s past and future performance., • Coordinate completion and reviews of MBL loan requests of any loan relationship/request size, including commercial vehicles, equipment, and real estate., • Work with Loan Officers in preparing in-depth written analyses on loan relationships for presentation in the approval process. This includes credit investigation of borrowers and guarantors; economic and market conditions as they relate to the company, industry, and market area; historical financial analysis, and analysis of a guarantor’s financial position and cash flow coverage., • Collect and maintain industry data; research industry specific information from outside sources, including conversations with the borrowers, industry publications, credit agencies, etc. Present compiled data and recommends enhancements., • Attend loan approval and loan audit meetings as required and requires the ability to answer questions regarding an analysis of a particular loan proposal. Prepare entire proposal packages, as necessary., • Establish and maintain credit files for each relationship. Ensure that member’s credit information such as loan documentation, financial statements, tax information, insurance binders, credit history from trade references, and correspondence are incorporated in the credit file, are current, and are obtained in a timely manner. Notify management of any violations, and request follow-up to resolve or waive., • Prepare and send out notification letters to members requesting updated credit information and financial statements, as necessary., • Assist the department manager in writing or updating policies and procedures relating to Member Business Lending., • Provide support to management in the development and implementation of special reports and/or special projects to maintain a sound and solid loan origination process., • Perform collateral analysis as needed: appraisals, environmental reviews, flood certs., • Effectively uses written and oral communication skills in daily correspondence and completion of tasks., • Maintains up-to-date knowledge of the products and services offered by the credit union, • As required, may assist management in providing on the job training to other credit analysts in the department., • Maintains up-to-date and comprehensive knowledge and application of all state and federal laws and regulations applicable to business accounts, and commercial real estate transactions., • Adhere to NCUA regulations relating to Member Business Lending., • Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. REQUIRED Education and/or Experience: • A bachelor's degree in a finance, business administration, accounting, or other relative areas of study, • 2 years specific commercial credit analysis experience in a financial institution, • Relative commercial real estate work experience, • A bachelor's degree in a finance, business administration, accounting, or other relative areas of study, • Commercial Banking and Credit Analyst (CBCA) or other relative certification(s), • Prior credit analyst work in a credit union Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 20 pounds. APCU Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. APCU Center Parc Credit Union prohibits harassment based on the same protected classes and criteria. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources. Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.

Job Description Full-Time Employment: Sales and use tax consulting firm looking for full-time help! No sales involved. The work will initially consist primarily of data entry, with an opportunity for growth and development into more of an analysis role. Flexible hours you can tailor to your schedule. This full-time position requires someone with a high level of attention to detail and a willingness to learn. There are 14 steps involved in our refund recovery process. The Junior Analyst’s function is to be the primary stakeholder in 4 of those 14 steps. More information about those steps will be provided in the interview process. Candidates should be able to commit to working 30+ hours per week in our Norcross office location. Additional work during the week can be done from your home, apartment, dorm, Starbucks, or any place you choose. Compensation: $17.50 hourly Responsibilities: • Primary function is to assist the company in providing behind-the-scenes client support through the “finding money” aspect of the refund recovery process, • A Junior Analyst is developing his or her skills, knowledge, and confidence to understand relevant tax law and how existing exemptions may apply to purchases being reviewed, • Compiling data for sales and use tax overpayment reviews, • Entering data into spreadsheets, • Describing purchases and assigning them to appropriate categories, • Preparing various reports for management, external and internal auditors, • Typing and organizing info for refund filings, • Analyzing invoices and data (some hard copies, others through web-based tools), • Other duties as assigned by the supervisor Qualifications: • Attention-to-detail, • Ability to follow instructions, • Critical thinking skills, • Willingness to learn, • Prior accounting or auditing experience is a plus, but not a requirement About Company Agile’s Purpose: We assist clients by aligning their tax and accounting systems with current sales & use tax laws. That enables them to either maximize the benefit of the exemptions for which they qualify or become and remain compliant with their ongoing sales & use tax collection, reporting, and filing obligations. Agile’s Vision: To establish & maintain a reputation with consumers for developing & delivering the most innovative, personalized, and comprehensive sales and use tax solutions to clients.

Job Description Welcome to Veradigm, where our Mission is transforming health, insightfully. Join the Veradigm team and help solve many of today's healthcare challenges being addressed by biopharma, health plans, healthcare providers, health technology partners, and the patients they serve. At Veradigm, our primary focus is on harnessing the power of research, analytics, and artificial intelligence (AI) to develop scalable data-driven solutions that bring significant value to all healthcare stakeholders. Together, we can transform healthcare and enable smarter care for millions of people. Job Summary: Prepare Quarterly and year-end tax provision, federal, state and local tax returns. Maintain internal controls for SOX 404 compliance. Timely file federal, state and local tax returns. Assist in financial accounting for income tax on quarterly and annual basis. What you will contribute: • Maintains knowledge of relevant Internal Revenue Code sections and related regulations, state tax rules and regulations, Generally Accepted Accounting Principles, SEC requirements, and other relevant tax and accounting regulations., • Prepares governmental tax returns and claims for tax refunds., • Prepare quarterly and year-end tax provision, including SOX internal control procedures and financial statement tax footnote disclosures., • Maintains organization's tax records and files., • Minimizes tax liability through efficient and thorough application of current tax law in the filing of all applicable tax returns., • Avoids penalties and interest by maintaining adherence to internal controls, tax calendar, and policy., • Investigates and responds to notices from various taxing authorities., • Reconciles general ledger accounts relating to corporate income, franchise, and other tax, including deferred tax and payable/receivable accounts., • Researches tax issues, applies results to Veradigm, and writes professional memos to establish and support tax positions., • Interacts with internal and external auditors as necessary to complete audits., • Bachelor's Degree or equivalent Technical / Business experience Required, • 4-7 years relevant work experience Preferred, • 3-5 Years Corporate income tax experience, including federal and multistate tax experience Required Veradigm believes in empowering our associates with the tools and flexibility to bring the best version of themselves to work and to further their professional development. Together, we are In the Network. Interested in learning more? Take a look at our Culture, Benefits, Early Talent Program, and Additional Openings. We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of COVID-19. Visa Sponsorship is not offered for this position. At Veradigm, our greatest strength comes from bringing together talented people with diverse perspectives to support the needs of healthcare providers, life science companies, health plans, and the patients they serve. The Veradigm Network is a dynamic, open community of solutions, external partners, and cutting-edge artificial intelligence technologies that provide advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive compensation and benefits package, including holidays, vacation, medical, dental, and vision insurance, company paid life insurance and retirement savings. Veradigm's policy is to provide equal employment opportunity and affirmative action in all of its employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for North American based positions with Veradigm must be legally authorized to work in the United States or Canada. Verification of employment eligibility will be required as a condition of hire. Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce. From a "VEVRAA Federal Contractor" We request Priority Referral of Protected Veterans This is an official Veradigm Job posting. To avoid identity theft, please only consider applying to jobs posted on our official corporate site. Thank you for reviewing this Veradigm opportunity. Does this look like a great match for your skill set? If so, scroll on down and tell us more about yourself!

Job Description We are recruiting on behalf of a growing, multi-unit organization with significant ongoing investment in new locations and facility improvements. They are adding a Financial Accounting Analyst to strengthen fixed asset accounting, improve financial visibility, and support leadership with proactive analysis. This is a great fit for someone who enjoys a mix of technical accounting, cross-functional partnership, and building clearer reporting. What this role looks like day to day You will be the go-to person for the fixed asset lifecycle, from tracking projects in progress through placing assets into service and maintaining clean support for close and audit. You will also help shape the way the business reports results, including KPI tracking and management-level deliverables. The work touches treasury and cash reporting as well, so you will get broad exposure across the finance function. Key focus areas • Keeping fixed asset activity organized and accurate (capital projects, additions, retirements, and reconciliations), • Managing depreciation schedules and ensuring balances tie out properly each month, • Supporting cost segregation efforts for major projects in partnership with external tax resources, • Helping bring Finance and Accounting together during close, forecasting, and budgeting (especially around capex and depreciation impacts), • Producing monthly reporting and meaningful variance/KPI insights for leaders, • Assisting with cash visibility reporting and select banking or covenant support as needed, • Improving processes and creating consistency in recurring reporting What they want to see • Bachelor’s degree in Accounting, Finance, or similar, • Around 2–5+ years of experience in accounting/finance with real ownership of deliverables, • Solid comfort with fixed assets (and bonus points for cost segregation exposure), • Strong Excel skills (you can work quickly and accurately with large datasets), • Experience with an ERP system (NetSuite/Oracle/SAP/Sage Intacct/PeopleSoft, etc.), • CPA/CMA (or working toward it) is a plus, not a must Location & schedule • Midtown Atlanta - Onsite, • Full-time role with standard weekday hours and heavier lift around month-end

Job Description About OnPay OnPay is a fast-growing software company headquartered in Atlanta, offering a modern cloud-based payroll, HR, and benefits solution for small to midsize businesses. We’re currently seeking talented and curious individuals to join our team. We want to hear from you if you are interested in joining an exciting and fast-growing company! Learn more at OnPay.com OnPay is seeking a payroll operations focused, highly collaborative and experienced individual to join our Operations organization. Operations is responsible for helping our clients identify and resolve issues in a simple and efficient way. The Payroll Operations Analyst serves as a primary point of contact for payroll related support for our clients, with a particular focus on retroactive payroll/tax adjustments. Duties/Responsibilities: * Perform rigorous analyses on large and complex data sets from multiple payroll systems * Serve as the primary point of contact for requests for retroactive payroll adjustments in addition to other payroll support related items. * Take ownership and drive resolution to cases while keeping relevant parties informed (including the client, as appropriate) * Stay abreast of governmental, regulatory and legislative payroll tax compliance * Ensure that policies and procedures are current and appropriate for effectively managing the day-to-day systems operations * Recommend solutions and best practices to simplify payroll tax compliance needs * Mentor and train department personnel * Proactively develop and maintain functional knowledge in specialized area(s) * Route cases to other groups where applicable and partner to ensure final resolution is delivered in a timely manner * Proactively analyze problems and drive root cause resolution to prevent recurrences * Provide our clients support regarding the resolution of issues via the online portal and phone * Assist in identifying and driving best practices * Researches and provides analysis details on variances between payroll systems and the prior payroll provider * Ability to work collaboratively with multiple internal and external stakeholders * Serve as an ambassador for OnPay by driving Client satisfaction through effective communication and impactful engagement Traits and Skills We Seek: * Commitment to a high standard of customer engagement * Excellent organizational, problem-solving, and analytical skills to drive root cause resolution * Strong subject wage and tax calculation experience * Multi-state payroll tax knowledge * Familiarity with federal and state tax returns and amendments * Strong discovery and listening skills - demonstrate the ability to ask effective discovery questions, understand the client’s objectives and/or issue, and prioritize actions to bring to close matters while exercising patience and empathy * Strong attention to detail - capture and follow up on action items, and set appropriate expectations on complex matters * Effective decision-making skills - ability to coordinate efforts across various functional teams and engage appropriate resources * Self-starter - operate with a sense of urgency * Genuineness and desire to make a meaningful impact at a fast-growing, exciting company * Ability to collaborate across functional areas in order to ensure the best outcomes for our clients Education and Experience * 3+ years of HCM and/or payroll customer service experience desired * College experience (degree strongly preferred) * Proven experience with payroll and tax operations, HCM software or related fields * Experience with CRM platforms and MS Excel * G-Suite, Xero and QuickBooks knowledge a plus * Fundamental Payroll Certification a plus Perks: * A casual team-oriented environment with a solid work/life balance and flexible work options * Competitive pay, including bonuses and stock options * A comprehensive benefits package which includes four weeks of paid time off plus paid holidays, Medical, Dental, Vision, Short-term/Long-term Disability, Life Insurance, Fertility Benefits, Parental Leave, and a 401(k) plan plus a company match * On-site training at our Ponce City Market HQ * Stocked kitchen with a variety of snacks and drinks * Ponce City Market employee discounts & more! The pay rate for the role is $28.84-$31.25 in Atlanta, GA. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Recruiting Fraud Alert: To all candidates: your personal information and online safety are top of mind for us. At OnPay, recruiters only direct candidates to apply through our official career page at careers.onpay.com Recruiters will never request payments or ask for financial account information or sensitive information like social security numbers. If you are unsure if a message is from OnPay, please email OnPay is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. We want candidates from multiple backgrounds and lifestyles to create a broader set of perspectives. We make all employment decisions without regard to gender, sexual orientation, gender identity, race, color, religion, age, pregnancy, national origin, veteran status, disability, or any other classification protected by applicable laws.

Job Description Cerebral and Resilience Lab have joined forces to build a new standard in mental health care—one that emphasizes better outcomes through stronger clinical decision-making, rigorous training, and professional excellence. By combining Resilience Lab's Methodology & clinically-led training Institute with Cerebral's extensive reach, clinical network, and care capabilities, we are creating a national model for high-quality, integrated, and accessible behavioral health care. We believe quality mental health care starts with curiosity, professionalism, and mastery of clinical decision-making. Joining our team means committing to show up on your best foot every day where you'll be equipped with structured training, supportive supervision, and a methodology designed to guide you in making sound clinical decisions. The Role: We are looking for an experienced part-time Payroll Analyst who is energized by the challenge of our unique workforce and is eager to evaluate and improve our processes. The ideal candidate is an agile problem solver: as we grow our business we look for innovative ways to motivate and reward our clinicians. This position will work with Operations to make these pivots in pay a reality while keeping the organization compliant in all aspects of payroll. This role will report to the Payroll Manager and work closely with our accounting and cross-functional teams including People, RCM and operations. This is a 1099 independent contractor position working a minimum of 20 hours per week at a rate of $30 - 35 per hour. Who you are: • Proven experience as a Payroll Analyst, • Part-time availability during traditional business hours of operation (9am-5pm within your designated time zone), • In-depth knowledge of labor legislation and tax regulations in all 50 states; experience with piecework pay is a plus, • Proficient in Excel and other Microsoft Office products, • Experience in answering payroll tickets with questions from employees in a clear and courteous manner, • Knowledge of UKG and the aptitude to learn new systems; payroll software implementation experience a plus, • General understanding of accounting, particularly the impact of payroll to the P&L and ability to investigate budget to actual variances in payroll, • Agile problem solver; ability to adapt current processes to fit business needs, • An ability to plan and manage multiple projects as well as strong organizational skills, • Able to research information and analyze data to arrive at valid conclusions, recommendations, and plans of action, • Able to prepare reports and represent ideas clearly and concisely, both orally and in writing, • Manage aspects of the payroll and timekeeping functions by:, • Performing timely and accurate preparation of varying payroll cycles for both W-2 employees and 1099 contractors, • Ensuring accuracy of payroll changes (ex: new hires, transfers, promotions and terminations), • Periodically auditing payroll transactions to ensure amounts and payment dates are accurate, • Comply with federal, state, and local legal requirements by studying existing and new legislation; enforcing adherence to requirements; advising management on needed actions, • Resolve issues, research discrepancies, and answer payroll-related questions, • Prepare reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages, • Ensure payroll-related GL account balances are accurate and work with accounting team to resolve reconciling items as needed, • Determine payroll liabilities by approving the calculation of employee federal and state income and social security taxes, and employer's social security, unemployment, and workers compensation payments; Ensures employee benefit programs, such as 401k and other employee retirement plans, FSA and HSA programs are funded accurately and timely, • Liaise with auditors to manage payroll tax audits and assist with 401k audits, • We Deliver Client Impact: Relentlessly focusing on advancing personalized, high-quality, evidence-based care that improves people's lives, • We are One: Bringing our collective expertise together as a unified team, strengthened by collaboration, trust, diversity of thought and shared purpose, • We Aim Higher: Continuously curious to drive our learning, our innovation and our personal growth to reach our full potential, • We are Generous: Giving more than we take with compassion, empathy, support, openness and a willingness to help those in need Cerebral, Inc. is a management services organization that provides health information technology, information management system, and non-clinical administrative support services for various medical practices, including Cerebral Medical Group, PA and its affiliated practices (CMG), who are solely responsible for providing and overseeing all clinical matters. Cerebral, Inc. does not provide healthcare services, employ any healthcare provider, own any medical practice (including CMG), or control or attempt to control any provider or the provision of any healthcare service. "Cerebral" is the brand name commonly used by Cerebral, Inc. and CMG.

Job DescriptionAbout SolAmerica Energy SolAmerica Energy is a private equity-backed firm who develops, builds, owns, and operates distributed generation (DG) solar projects and energy storage solutions. Based in Atlanta, Georgia, SolAmerica has successfully developed and built solar power projects throughout the United States and has a growing pipeline of project opportunities in more than 20 states. SolAmerica is committed to advancing diversity, equity, and inclusion and believes in attracting, retaining, and advancing employees who will best serve and represent its customers, partners, and communities. We promote fostering a work culture of mutual respect and teamwork, ensuring that everyone can grow and contribute at their greatest potential. For additional information about SolAmerica, visit . Primary Duties and Responsibilities The Project Finance Analyst is responsible for supporting the development and financing of distributed solar assets. This position will primarily support on a variety of projects per the needs of SolAmerica Energy. 1. Financing of distributed generation solar assets,, 2. Analysis of new solar energy markets,, 3. Assessing utility solar programs,, 4. Preparing project finance models, and, 5. Assisting with both buy and sell-side portfolios of solar projects. Requirements Core Responsibilities consist of: • Development and maintenance of project level financial models in coordination with internal and external resources and direction of Project Finance, enabling a streamlined and consistent approach across all business development activities., • Support business development in researching and analyzing tariffs, incentives, and net metering rules of current and prospective markets for commercial and industrial solar business., • Conduct due diligence of projects for SolAmerica ownership and work with sources of development debt, construction debt, permanent debt, and tax equity investors to fund projects owned by SolAmerica., • Assist with creating presentations and aggregating data for project portfolios, • Work cross-departmentally to maintain clear communication and smooth collaboration at all stages of the project development process., • Travel to project site locations and attend stakeholder meetings as needed. Key Skills & Competencies • Excellent written and verbal communication skills., • Detail oriented and organized., • Strong negotiation and presentation skills., • Ability to manage multiple projects under various deadlines., • Ability to create forms, letters, presentations, and spreadsheets using MS Office., • Ability to use all available resources to conduct research., • Self-motivated with ability to work in a team and independently., • Safe driving record and valid driver’s license., • Must be able to walk over undeveloped land unassisted, travel unassisted, and sit at a computer for long periods of time., • Up to 10% travel in support of the position responsibilities.Qualifications, • BA/BS, in a quantitative, business, or technical field, • Demonstrated experience with Excel spreadsheets, financial modeling and data analysis, • Familiarity with financial/accounting principles, • Familiarity with electricity industry players, economics, and trends, • Some familiarity with solar industry basics (net metering and QF tariffs, etc.), • Strong analytical and critical thinking skills and ability to interpret large amounts of information from various sources. Office Location & Travel Requirements Ideal candidates will be based out of the Atlanta, Georgia area and will be able to work from our HQ based in the Midtown area pursuant to the company's hybrid work policy. SolAmerica will consider remote candidates living within a manageable driving or flying distance from Atlanta within the Eastern Standard Time Zone. The position requires occasional travel to HQ and other meetings, as needed. Benefits Compensation and Benefits SolAmerica Energy offers a competitive salary, benefits package (inclusive of equity-based compensation) and performance bonus opportunities with this position. Our total rewards strategy is designed to support our employees to thrive professionally and personally while seeking to create a culture of work/life balance as we work toward our collective goals as a business. We offer a monthly stipend to go towards communication expenses and all our health insurance benefits are effective from Day 1. It’s a great time to join SolAmerica Energy! Third Party Agencies & Candidate Submissions SolAmerica Energy will only consider candidates for this position while it is active. SolAmerica Energy will not consider unsolicited candidate applications from third party agencies.

Job Description ABOUT ECOSMART SOLUTION EcoSmart Solution’s develops energy and building resiliency projects for all real estate asset types for commercial customers across the country. We are a team of engineers, data scientists, and construction professionals committed to creating a better built environment. Our projects include: geothermal energy networks for new home communities, solar and energy storage solutions for industrial property portfolios, fully independent low-carbon microgrids for neighborhoods, and energy and water saving deep retrofits for older buildings. If you meet the position’s requirements and are intellectually inspired by and driven to work on these types of projects, please apply. JOB SUMMARY This role provides financial analysis, modeling, and deal-structuring support to EcoSmart Solution’s energy-focused building infrastructure business. The Junior Financial Analyst will translate engineering scopes and market incentives into project-level financial models, evaluate project feasibility, and prepare materials that support both internal decision-making and external communications. The position requires strong analytical skills, intellectual curiosity, and the ability to learn quickly in a fast-paced environment. This role is designed for a highly intelligent, motivated recent graduate or early-career professional with exceptional problem-solving ability. The Analyst reports to the VP of Finance & Project Structuring, with close collaboration across the leadership team. MINIMUM REQUIREMENTS • Bachelor’s degree in Finance, Economics, Computer Science, Mathematics, Engineering, Applied Sciences, or an equivalent quantitative/logic-focused field of study, • 1–3 years of experience, including internships or equivalent work demonstrating reliability and goal achievement., • Strong analytical and critical thinking skills; comfort working with large datasets and ambiguous information, • High proficiency in Microsoft Excel and familiarity with core financial concepts (DCF, NPV, IRR, ROI, payback, cap rates, basic loan math), • Strong written and verbal communication skills; ability to summarize complex findings for stakeholders, • High attention to detail; Ability to check your work independently and identify errors, • Interest in clean energy, built-environment sustainability, and/or real estate finance, • Exceptionally high cognitive ability and strong pattern-recognition skills; enjoys solving puzzles and telling stories with numbers, • Comfort reading policy/regulatory text and mapping it to financial reality (e.g., IRS guidance → model inputs), • Proficiency with AI tools (ChatGPT, Copilot, Gemini, etc.) and an instinct for using technology to increase efficiency, • Exposure to project finance, real estate finance, or clean-energy economics through coursework, research, or internships, • Well-rounded, curious individual with diverse hobbies/interests that demonstrate intellectual breadth, • Track record of setting ambitious goals and achieving them, whether academic, professional, or personal, • Self-aware direct communicator: attentive, thoughtful, and able to adapt message to audience, • Build, run, and improve project-level financial models using existing templates and, over time, create new ones, • Translate engineering scopes (capex, system performance, energy generation, energy savings) into cash flow projections, • Research, Evaluate and Apply: tax credits, incentives, and rebate structures to financial models; evaluate impact on project economics, • Conduct sensitivity and scenario analyses to test assumptions (costs, incentives, production, tariffs), • Track and maintain internal database of incentive programs at federal, state, and local levels; summarize implications for ESS projects, • Research retail electricity markets and summarize rules, tariffs, and opportunities affecting project economics, • Prepare financial analysis and materials for internal leadership and external customer/partner presentations, • Collaborate with Business Development and Engineering teams to align pricing, scope, and financial structuring, • Support preparation of pitch decks, proposals, and investment memos as needed, • Communicate findings and recommendations in concise, stakeholder-ready formats, • Support evaluation and application of project debt and equity structures, including construction and term debt, • Contribute to project pricing strategies that balance ESS requirements with real estate customer, lender, and third-party economics, • Maintain organized workbooks and version control of financial models, • Suggest and implement automation or data-cleaning solutions to improve efficiency Finalists complete a practical problem-solving exercise. We evaluate your approach, reasoning, and communication - not just the answer.

Senior Tax Analyst Atlanta, GA 12 Months Contract Description: Client is seeking a Senior Sales & Use Tax Analyst who is detail-oriented, motivated, and proactive. This position is responsible for overseeing complex sales and use tax compliance, research, and planning. The role involves partnering with both internal teams and external advisors to ensure accuracy, compliance, and efficiency in our sales tax processes. If you re looking for a dynamic opportunity with room to grow in a collaborative environment, this could be the right fit for you. Key Responsibilities • Sales & Use Tax Compliance, • Review and validate sales tax returns prepared by external providers to ensure accuracy, completeness, and timely filing., • Reconcile tax accounts to the General Ledger and research variances., • Manage sales tax registrations, exemption certificates, and compliance support., • Audit & Dispute Support, • Assist with sales tax audits, including gathering documentation, preparing responses, and coordinating with tax authorities., • Support resolution of disputes and maintain proper audit documentation., • Tax Research & Planning, • Provide guidance on sales tax implications of business decisions, including nexus reviews, taxability analysis, and exemption opportunities., • Stay informed of evolving tax laws, regulations, and industry trends., • Data Analytics & Process Improvement, • Analyze tax trends and investigate anomalies to identify risks and opportunities., • Support tax technology initiatives, automation projects, and process enhancements., • Collaboration & Communication, • Partner with internal business units, accounting, and external advisors to address tax questions and deliver effective solutions., • Bachelor s degree in Accounting (or related field) and 4+ years of relevant experience (or Master s in Accounting with 2+ years)., • Strong analytical, problem-solving, and communication skills., • Ability to manage multiple priorities in a fast-paced environment., • Self-starter with proven accountability and attention to detail., • Proficiency with Microsoft Office (Excel, Word, PowerPoint).Preferred:, • CPA or CMI designation., • Proven experience in sales & use tax compliance and research., • Industry experience in telecom and related regulatory reporting (e.g., USAC 499A/Qs)., • Familiarity with sales tax software (Avalara, Vertex). Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.