Business advisor jobs in Irving, TX

Dynamics 365 Business Central Subject Matter Expert A rapidly growing specialty manufacturing organization is seeking an experienced Business Central SME to support a multi-entity rollout, rebuild the ERP foundation from the ground up, and guide end users through a full transformation of their systems. About the Environment The organization has several companies already operating in Business Central, each with different levels of customization and maturity. Some entities are beginning fresh in a clean BC tenant, while others are migrating from QuickBooks, NetSuite, and heavily customized systems with little to no documentation. Consolidation, standardization, and training are major priorities. What You'll Do Lead and support end-to-end Business Central implementation work across multiple acquired entities Rebuild environments, configure modules, and standardize processes across organizations Manage MRP, warehouse setup, planning workflows, and core operational modules Troubleshoot legacy customizations and guide teams in adopting best practices in a cloud-first environment Resolve tenant, email, and host communication issues Support ongoing data migration efforts from various legacy systems Partner with operational leadership to train internal teams and build future SMEs Provide hands-on guidance with reporting, Power BI, and integration requirements Work closely with groups connecting Salesforce into BC Help establish structure, documentation, admin roles, and scalable governance across all orgs What We're Looking For Strong experience with D365 Business Central implementations (FLC experience required) Ability to work on-site Deep experience with: MRP and warehouse configuration Multi-company BC architecture Data migration AL development Admin/security setup Comfortable training end users, developing internal SMEs, and documenting workflows Experience in environments with little structure or documentation Integration knowledge Power BI reporting

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a Risk and Compliance Advisor Senior to join our team. This role requires a deep understanding of financial processes and workflows, coupled with experience in leading and implementing change management initiatives and strategic transformations within the financial sector. The ideal candidate will have success in the assessment of all aspects of change management risk, adept at identifying and presenting potential unmitigated risks to the business throughout the project lifecycle. A foundation in accounting principles and critical thinking skills are important, enabling the development of innovative ideas and effective engagement prioritization. We are looking for individuals with experience risk identification & assessment, measurement & monitoring, and reporting. The ability to clearly and communicate findings, insights, and recommendations to senior-level leadership is paramount. While not required, familiarity with Internal Controls over Financial Reporting (ICFR) is a strong asset. Candidates holding relevant professional certifications such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Project Management Professional (PMP) are highly encouraged to apply. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Partners and provides guidance to key team members in the business to identify, assess, aggregate and document risks and compliance controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations. Communicates results of risk and compliance work to governance committees, business process owners and various levels of leadership. Implements new risk policies, practices, appetites, and solutions to ensure multidisciplinary understanding and management of risks according to industry standard methodology. Implements assigned risk and compliance activities assigned in accordance with enterprise policies and procedures. Maintains and expands knowledge of the competitive/regulatory landscape and the company's key challenges. Coordinates and responds to regulatory requirements and requests and ensures the execution of examinations. Improves and contributes to strategies, tools, and methodologies to measure, monitor, and report risks. Applies risk and compliance knowledge to use or produce analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies. Serves as a key contributor in cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk events. Formulates stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business partners. What you have: Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 6 years relevant experience in risk, compliance, legal or audit within the financial services or insurance industry or specialized technical fields directly related to the role. Risk and compliance management experience working in a complex institution and/or highly matrixed environment. In-depth knowledge of compliance laws, regulations, and regulatory expectations. Ability to apply regulatory risk and compliance knowledge o to consult and provide insights and guidance to business partners and peers. Experience in conflict resolution management and ability to challenge at all levels of management and influence business outcomes. Ability to work with internal and external partners in a highly collaborative environment. Critical thinking and knowledge of data analysis tools and techniques and decision-making abilities, to include ability to make data-driven decisions. Proactively identifies potential concerns and resolves issues. Proficiency with Microsoft Office products including Word, Excel, and PowerPoint What sets you apart: Financial Process Expertise: Deep understanding of financial processes and workflows. Change Management Experience: Experience in leading and implementing change management initiatives and strategic transformations within a financial context. This includes a strong ability to assess and communicate the impact of change. Project Management Risk Assessment: Experience in project management specifically within the finance domain identifying, assessing and monitoring all aspects of change management risk. Internal Controls Experience (Nice to Have): Familiarity with Internal Controls over Financial Reporting (ICFR) is considered a strong asset. Professional Certifications: Hold relevant professional certifications such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Project Management Professional (PMP). Accounting Foundation: A foundation in accounting principles and practices. Analytical & Strategic Scoping: Exceptional critical thinking skills, with the ability to develop innovative ideas and scope engagements. Risk Assessment & Audit Proficiency: Experience in performing risk assessments and audits, identifying key risks and control weaknesses. Executive Communication: Ability to clearly communicate findings, insights, and recommendations to senior-level leadership. Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Role:- SAP QM Consultant /Architect Duration- Full time JD SAP QM consultant with experience range 12 - 20 years. Configuration expert in SAP QM/PP modules. Can facilitate the implementation and support of SAP Quality Management. Industry experience of aerospace & defense or automobile would be nice to have. Exposure to the FIORI applications and S4HANA application would be preferred. Mandate experience on inspection type origin 03 & 04. Hands on with QM-MM, PP-QM integration. Experience in complex assembly manufacturing preferred. Capable of requirement gathering, building functional specifications. Guide ABAP developer on the solution and test with business acumen. Sum up the business requirement into the business process and help breakdown those into the items to be built from development perspective. At least 2 - 3 SAP implementation project experience preferred in both production planning & Quality module. SAP consultant with experience in Quality notification, Quality Inspection, Business workflow area. Hands on with SAP quality notification business workflow is a plus. Hands on experience on Quality management with procurement end inspection (Origin 01). Must be results oriented, and demonstrate a can-do attitude - adaptability, flexibility, and resourcefulness

Infosys is seeking a Senior RPA Consultant. As a Senior RPA consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business process consulting; you will define the problem, propose and create the solution. You will also play an important role in the development, configuration and deployment of the overall solution. You will guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building and help detail the project scope. You will have the opportunity to shape value-adding consulting solutions that enable our clients to meet the changing needs of the global landscape. Basic Qualifications Bachelor's degree or equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education At least 4 years of experience in Information Technology Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time Location for this position is Southlake, TX. This position requires relocation and/or travel to client/project location. Preferred Qualifications At least 5 years of experience in lead the end-to-end development and implementation of RPA solutions. At least 5 years of experience in leading RPA products such as Pega RPA, UiPath, BluePrism, Automation Anywhere (Pega RPA is preferred) Pega CRSA certification is must or candidate needs to complete before joining the work Experience in collaborating with business stakeholders to identify and prioritize automation opportunities. Strong knowledge in defining and document solution architecture, technical requirements, and development standards. Experience in overseeing and mentoring a team of RPA developers, ensuring adherence to best practices. Understanding of conduct code reviews and ensure the quality and maintainability of deliverables. Experience in Monitor and troubleshoot deployed Attended/Unattended bots to ensure smooth operation. Experience in coordinating with IT and other departments to integrate RPA solutions into existing systems

Full-time Description About the Role: PeopleFund is seeking an innovative and programmatically creative individual to serve as a Small Business Advisor for our clients. This role will focus on developing post-loan support programming for borrowers. This may include a variety of the following functions: serving as our borrower point of contact (post-loan), onboarding new borrowers to education and support services, coordinating site visits and tracking SBA compliance, updating the online education portal, and planning programs specifically to serve the needs of borrowers throughout the life of their loan. The Strategic Advisor will guide business owners in a variety of capacities to create real, lasting change by partnering on the macro, micro, and long-term goal of economic development (access to capital and job growth). The individual filling this role must be able to work with some level of initiative and autonomy in order to fulfill responsibilities. About Us: PeopleFund's Mission is to creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses. Our Values are: Integrity First Service Before Self Excellence In All We Do Is that you? Awesome! Let's talk about what you'll do at PeopleFund Duties and Responsibilities Include: Serve as the primary point of contact and manage a portfolio of up to 200 PeopleFund borrowers for technical assistance: Reviewing quarterly financials (profit and loss, cash flow, and balance sheet statements), Track small businesses' sustainability by meeting with client caseload via a site visit 18-24 months after obtaining their loan with PeopleFund (some travel is required in this role), Monthly touchpoints with your clients (can include a tailored newsletter, targeted emails, phone calls, etc.), facilitate group and online training, A minimum of 2 advising sessions per client annually (in person or virtual) on any of the following topics: Business planning Market research Financial Statements (profit and loss, cash flow, and balance sheet statements), Access to capital, Personal and business credit, Operations Marketing Financial forecasting Assisting in the development of updated curriculum (via Tovuti modules, manuals, presentations, etc.) Create and facilitate Microloan borrower virtual communities in Tovuti, Works closely with the lending and risk management teams to provide post-loan support and technical assistance to small business owners Track and report all technical assistance provided monthly on a cloud server Work with partner agencies (SCORE, SBDC, Chambers of Commerce, etc.) in the designated region to coordinate and provide post-loan technical assistance Maintain working knowledge of ongoing small business opportunities and resources Connect clients to professional resources in the community to help meet their business needs Lead workshops for clients and partners Collaborate with resource partners in the Small Business Ecosystem on outreach, events, and workshops May be required to attend events and engagements both during normal working and outside of normal working hours Track set metrics for job evaluation and community impact monthly Other duties as assigned Employee Benefits - PeopleFund provides the following benefits for employees: Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only Paid Time Off starting at 3 weeks per year and 12 paid holidays 401 (k) with Employer Match Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses Dependent Child Care Spending Account available to employees who qualify PeopleFund is a Hybrid Work Company True to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team's capabilities as we work together to create economic opportunity in underserved communities. Requirements Requirements: 3+ years of business startup experience or working with small business owners 1+ years consulting, coaching, or advising small business owners Subject matter expert in the following core topics: Business planning Market research Financial Statements (profit and loss, cash flow, and balance sheet statements) Access to capital Personal and business credit Operations Marketing Financial forecasting Experience managing partner, vendor, and contractor relationships Experience with compliance management Experience with client case management Proficient in Microsoft Office 365 Employment offers are subject to acceptable driving record, credit, background, and reference checks Ability to work between 9:00 am and 6:00p m, Monday through Friday with flexibility to work outside of those hours to support events and client needs.

The REAL #1 business brokerage in DFW, Austin and Waco is looking to fill 4 coveted spots to grow our Texas domination. Are you ready to join a renowned business brokerage firm with over 40 years of experience? Look no further! We're expanding our team and actively seeking talented individuals to join our organization. Transworld Business Advisors, a subsidiary of Prospere Companies and the top player in the business brokerage industry across Dallas/Fort Worth, Austin, and Waco, offers four business broker positions to help us further expand our presence and dominance in the Texas market. A business broker plays a vital role in representing a seller or buyer in selling or purchasing a business. Your role is to find businesses to sell and quarterback the deal from start to finish. The goal is to have 15 businesses to sell in 15 months. You'll get there if you are well-connected, truly love networking, and, more importantly, love actively building new and fostering old relationships. Another perk of working at the REAL #1 firm in DFW is that we have over 250 businesses for sale. This allows you to find and represent buyers on any of them . What makes us the REAL #1 business brokerage firm? Our DFW location partners with our Colorado location making us the #1 Transworld Business Advisor franchise in total sales since 2016. We own territory in Colorado and Las Vegas, NV. Our CO office has been the #1 TW franchise since 2016 and sold 59% of all the businesses in CO for 2023. We are duplicating our specific business model in DFW to achieve the same success. All we need is the right people! Training, support, and mentorship included Global Organization, with over 200 offices worldwide. OUR TEAM OUR CULTURE (we hire mostly based on culture fit, not if you check off all of the “resume” boxes…so yeah, we MEAN IT when it comes to CULTURE) Our humble brags: The same broker sold a $25M and a $15k deal in the same week. We truly cover all things main street and take care of the businesses that take care of us. Over 1150 deals done in the last decade. Last year, Prospere Companies completed 194 deals putting millions back in seller's jeans. 1 out of every two deals is done by Transworld in our regions. Team of 70 that does co-brokerage deals offering Business Advisory, business advisory and CRE services. Less than 20% of businesses listed for sale nationally actually sell. We average 300% better success rate. Prospere Companies is the fastest-growing brokerage in all territories we expand into. What being a business broker on our team looks like? Uncapped income potential with multiple brokers making over $1MM / year. It took them 5 years. A 24-year-old in his 3rd year made $500k in 2022. See “Earning Potential” at bottom of the page. A career with our firm allows you to operate your own small business and be the driving force behind your success by assisting small to medium size business owners to exit or acquire a company. In this position, you will have the chance to advocate for the local, small business community and become a trusted advisor. The Business Broker role acts as the intermediary during either the sale or purchase of a business, managing the entire deal process and all parties involved. Our office in particular focuses on the main street to lower middle market, helping sell over 200 businesses each year sized up to $25 million in business value. As our team grows in size and depth, we are looking for additional business-savvy professionals to continue our mission of supporting small businesses in DFW. We are currently looking for new business brokers in the Dallas area. Mentorship and resources from the top business brokers in the country with a fully trained shared services team for support. No limits in an untapped market. Growth Mindset. True lifelong career opportunity. OUR TEAM OUR CULTURE Why join now? We brokered 52% of all businesses sold in CO in 2022 and 59% in 2023! The small business sales market has never been better. Massive market of potential commissions for business brokers. Opportunity to get in on the early stages of growth, allowing for partnership potential in the future. OUR TEAM OUR CULTURE We LIVE by our Core Values when interacting with our team, partners, and clients: Own your Growth Be a Pro Listen First Lead with Compassion Manage Expectations Think you have what it takes? Our ideal candidate: Hasn't found their passion or purpose yet Looking for a career that brings you personal and professional fulfillment Fully accountable for everything “you” A burning desire to succeed, solve problems and learn from growth A passion to work in the small business community Successful and rewarded by establishing a network and building strong relationships Experience owning your own business (not required) B2B Sales History Real Estate professionals are strongly encouraged to apply (this is right up your alley) Our successful brokers come from all walks of life and experience Office Benefits & Growth Opportunity Scheduled onboarding and training process A full week of training at our corporate headquarters in Florida Ongoing training and support Technology and automation systems House leads Lead generation and prospecting planning and techniques In-house support staff Growth potential within the organization including partnership Membership in a business networking/mentoring group Associate memberships to state and national associations Invaluable mentorship and access to an international community of brokers and advisors Candidates must be able to pass a background check Our culture creates a thriving work environment of success-focused individuals continuing to achieve, grow, and support each other. If this sounds like a match for you, we invite you to complete our application and questionnaire. We look forward to speaking with you! Earning Potential (NO BS) Year 1: $50,000-$150,000 (this will be the hardest year of your career, but we got your back) Year 2: $150,000-$300,000 (you're just starting to figure it out and in LOVE with your career) Year 3: $300,000-$500,000 (this is where it's at, $500k+ from here on out) Year 4: $500,000-$750,000 (you haven't even interviewed yet, let's talk first) Year 5: $750,000-$1,000,000 (see year 4) $50,000 - $1,000,000+ per year

To provide advanced business consulting services to assist members and non-members with identifying their business lending goals and objectives. Acts as a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages moderate to high-dollar volume and moderate to complex member bases. This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Expert hands-on experience with commercial loan origination to include: CRE, C&I Lending, and SBA Proven track record of independently sourced loan production in excess of $10MM annually Significant experience working in a customer-facing role in commercial lending, preference for a larger financial service organization Extensive hands-on experience in credit analysis, underwriting, deal structure, as well as writing and presenting detailed and complex credit memos to the appropriate levels of underwriting and/or credit committee. Advanced skilled with identifying potential prospects resulting in successful loan origination. Expert skill building effective relationships through rapport, trust, diplomacy and tact Advanced research, analytical, and problem-solving skills Advanced skill communicating accurately, clearly and concisely including presenting to staff and leadership teams Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Expert skill actively guiding members through interactions to reduce member effort and enhance member loyalty Expert skill applying lending principles, financial practices and evaluation of creditworthiness to make sound credit decisions Advanced knowledge of mathematical principles Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions Bachelor's Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience Desired Qualifications Significant experience working in originating commercial loans for a Credit Union. Advanced knowledge of Treasury Management, SBA Lending, and Business Insurance Significant experience developing, documenting and presenting credit analyses associated with business lending opportunities including commercial real estate (CRE), commercial and industrial (C&I), Small Business Administration, and NFIS referrals and/or GovCon Experience with CRM software Advanced knowledge Navy Federal loan programs, products, services, financing options Hours: Monday - Friday, 8:00AM - 4:30PM Location: 9001 Airport Freeway, 9th Floor Suite 925, North Richland Hills, TX 76180 Independently source and originate new commercial loans Provide subject matter expert consultative services primarily through via inbound and outbound calls to understand the members' financial needs and goals and educating members regarding products and services offerings Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships and increasing member engagement both nationally and within a determined locality Analyze book of business, portfolios and interactions to determine new business opportunities with prospective and established members with larger portfolios and complex credit needs Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate Champion Business Solutions, driving awareness across the enterprise of products, service and referral program, establishing potential pipelines Prepare and present highly detailed and complex credit memos to the appropriate levels of management to include the credit committee Ensure completion of annual documentation requirements to ensure accuracy and compliance with NCUA guidelines and Navy Federal policies and procedures Mentor and provide guidance to junior business advisors, facilitating growth in lending product expertise and relationship management Maintain knowledge of Navy Federal's field of membership and loan products & services Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace

Carrollton, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications** : + Has demonstrated experience and proven success with business-to-business sales, or small business banking. + Has strong communication skills with the ability to effectively influence clients. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + Is able to build productive partnerships and working relationships. + Is experienced with outbound phone sales. **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills. + Experience with in-person customer service and sales. + Experience working with small business clients. + Experience meeting or exceeding goals. + A working knowledge of small business products and services. + Bilingual skills. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Benefits: 401(k) Company parties Competitive salary Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Job Overview: The Business Success Advisor will act as the primary point of contact for Blueprint University members, offering expert advice, support, and tailored solutions for business owners at every stage of their journey. From initial inquiry to follow-up, the advisor will help clients develop their ideas, launch startups, and scale businesses by leveraging Blueprint University's services. They will identify upselling opportunities, offer personalized consultations, and foster long-term client relationships. Key Responsibilities: 1. Initial Call Handling Warm Welcome: Answer inbound calls with a friendly and professional greeting, acknowledging the caller's membership. Purpose Capture: Identify whether the client is seeking advice on a business idea, startup, or scaling strategy. Active Listening: Understand their business challenges and take notes to identify where Blueprint services can add value. Probing Questions: Ask questions like, “What stage is your business in?” or “What obstacles are you facing with growth?” to gather insights. 2. Initial Guidance & Knowledge Sharing For Business Ideas: Provide market validation insights, competitor analysis, and pitfalls to avoid. For Startups: Share tips on business registration, building a minimum viable product (MVP), and early-stage funding options. For Scaling: Discuss operational challenges, marketing strategies, and process streamlining for growth. 3. Creating Curiosity & Need for More Strategic Teasers: Drop key insights to spark curiosity, encouraging the member to explore further services (e.g., workshops, consultations). Value Proposition: Promote how Blueprint University's tailored services, workshops, and facilities can unlock their business potential. 4. Identifying Upselling Opportunities Needs Assessment: Identify areas where additional Blueprint services can fill business gaps, such as legal advice, branding workshops, or corporate credit-building. Service Introduction: Highlight relevant services such as business development workshops, tax planning, or facility services like coworking spaces. 5. Soft Sell Approach Free Consultation or Discount: Offer a free follow-up consultation or discount on their first service to build trust. Workshop Invitation: Invite the member to relevant workshops or webinars, upselling premium access options when applicable. 6. Close the Call with a Clear Next Step Follow-Up Plan: Schedule a follow-up session to dive deeper into the client's business challenges. Recap Benefits: Quickly summarize how Blueprint University can support their business journey and unlock growth potential. Final Upsell: Suggest specific next steps, such as booking a consultation or upgrading their membership. 7. Post-Call Follow-Up Send Recap Email: Immediately send a follow-up email summarizing the call, offering additional information, and suggesting next steps. Lead Nurturing: For clients who don't commit during the call, engage them in a nurturing workflow with additional offers, resources, and reminders. 8. Performance Tracking & Feedback Conversion Tracking: Monitor call conversion rates and upsell effectiveness. Client Feedback: After follow-up consultations or services, gather feedback to improve client satisfaction and refine advisory approaches. Qualifications: Experience: 2+ years of experience in business consulting, advisory, or customer relationship management. Skills: Excellent communication and active listening skills, with a talent for problem-solving and sales. Knowledge: Familiarity with business development, scaling strategies, and entrepreneurship. Software: Proficient in CRM tools and Microsoft Office Suite. Compensation: $35,000.00 - $50,000.00 per year About Us The Blueprint University is the ultimate one-stop-shop for entrepreneurs of all kinds, at any phase of their career. Our team of industry-heavy hitters and insiders guide you through each step of business development, from ideation and vision clarification all the way through to launch day. The most significant barrier of entry to success and financial freedom is access to critical knowledge pieces. We understand that early entrepreneurship comes with many blind spots which can be scary. That's why for us - education is our mission. We want to get you into the rooms you need to be in and connect you to the right people and resources. Access to the most pertinent information eliminates fear. When you know what you're up against, you can develop a plan-and execute.

Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, Atlanta, GA, or Miami, FL The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk management programs and other first line of defense risk activities in support of line of business growth and revenue production. The role works directly with the business unit management teams to identify, manage, monitor and report risk through the execution of risk programs, policies, standards and procedures. The role also works directly with second line of defense risk management to ensure appropriate execution of risk activities including assessment of risk, development and oversight of controls, identification and escalation of issues, and governance and reporting. The role is on point to coordinate and assist with audits, exams and other inquiries from internal audit and regulators relative to risk management. Job Responsibilities: * Manage the implementation and execution of risk programs and policies in coordination with the second line of defense risk management organization including new product governance, Risk and Control Self-Assessment (RCSA), key risk indicators (KRIs), Enterprise Risk Report, issue management and operational loss management * Coordinate and support Business unit level risk assessments, including identifying, managing, monitoring and reporting line of business top risks and emerging risks * Develop first line of defense procedures that align with risk program and policy requirements. * Provide ongoing risk guidance, education and communication to business unit partners to ensure risk management expectations are met within the first line of defense. * Assess effectiveness of business unit controls through monitoring and testing, identify gaps and drive remediation of control deficiencies. * Escalate issues and gaps to line of business management and Risk. * Engage in internal audits including preparation of materials, assessment and remediation of findings, and provide updates to senior management. * Build strong relationships with business unit teammates, second line of defense partners, functional support units and other stakeholders to drive strong collaboration on risk program execution and the maturation of risk management across the enterprise. * Participate in industry forums and build relationships with other large banks across the industry. Required Qualifications/Knowledge, Skills, and Abilities: * Bachelor's degree and 5 or more years of operational and enterprise risk management experience in a first or second line of defense capacity. * Experience with enterprise and operational risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management, new and modified product risk assessment, and third party risk management. * Experience working with teams through change by creating a compelling vision for transformation. * Strong project management skills with ability to manage multiple concurrent projects successfully and a proven track record of strong execution on major initiatives. * Proficient at collaborating across business units and lines of defense and working with stakeholders to resolve complex issues. * Ability to articulate the connections across risk programs and influence stakeholders to leverage risk data in business decision-making processes. * Proficiency at assessing current processes with an eye towards efficiency and automation. * Strong oral and written communication skills with ability to communicate at all levels of an organization. * Proven ability at collaborating across the enterprise to solve complex challenges. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

DSplus is a Saatchi & Saatchi company. It was created 14 years ago around the idea of a "Digital Salesperson" who leads a customer through the entire lifecycle of their automobile ownership journey. Our clients are Toyota Motor North America, and Toyota & Lexus Dealerships across the country. DSplus is also proud to be an Agency of Record for Southeast Toyota Distributors, the world's largest independent distributor of Toyotas. Our mission is to merge the world-class branding efforts of our mothership, Saatchi & Saatchi, with the retail needs of our Dealerships. The result: an end-to-end customer experience that personifies the quality and integrity of the Toyota brand, and helps sell more cars. DSplus employs a powerful data-driven, integrated messaging platform that works across the sales and service lifecycle. This cross-tier, cross-channel system is fueled by the perfect mix of Artificial Intelligence, insightful media strategies, and stunning, high-performance creative. Always aligned to the Toyota brand and to each client's unique value proposition, the system delivers sharp business results-while reaching the right target with the right message at the right time. Over the years, DSplus has grown from a three-person start-up to a diverse, agile team of 45, who dream big, solve tough problems, and have fun at work. Our culture values authenticity, transparency, and collaboration, while setting the bar high in the work we do. At DSplus, we recognize and reward success, always putting our employees first. If you bring inventive thinking, boundless enthusiasm, and tireless energy-with a passion for client service that fuels us into the future, this might be just the fit. Come join us. Overview The Business Insights Planner (BIP) is a critical role on the team and requires connection, coordination, and collaboration with multiple disciplines including performance media strategy, activation, analytics, client management and field operations. This position will focus on translating and connecting the dots between qualitative and quantitative data and turning that into actionable business insights that will help the collective teams identify and solve challenges for our retail client. Responsibilities * Uncover insights from qualitative and quantitative research data * Collaborate with internal and potential external partners to create custom research and insights that drive business results * Engrained in automotive retail and ecommerce environments to provide strategic recommendations on key business objectives and outcomes * Strong connections into performance media tactics and strategies to ensure campaign objectives are on point * Collaboration with fellow team members for cross-tier strategy implementation and learnings * Regularly gather/prepare all necessary materials and conduct Client meetings both in person (Plano, TX) and remote * Support Account Director on all larger Client initiatives * Other duties as assigned Qualifications * This BIP must have a thorough knowledge of the Client's business and demonstrate an on-going commitment and response to his or her clients' needs. * This BIP will be required to build solid relationships and work effectively with people in other departments to achieve optimal results. * Experience with various qualitative and quantitative research methods * Proven success managing multiple teams and requests at the same time * Big picture thinker with strong attention to detail and able to prioritize tasks and manage time effectively * 4+ years of data analysis experience is a must, with client facing experience important * Exceptional persuasive communication and presentation skills (written/verbal) * Experience and background with Automotive Retail clients, particularly with Fixed Operations is a plus, but not required * Knowledge of integrated disciplines (Direct Marketing, Interactive, Sales Promotion, Public Relations, Lifestyle Marketing, Collateral, and Merchandising) is a plus but not required. * Prior experience in digital advertising and programming is a plus but not required. * Prior experience with Google Analytics, Tableau, Asana, Salesforce and Monday is a plus but not required. Additional information Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $66,785 - $90,000 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be <>. All your information will be kept confidential according to EEO guidelines. #LI-VP1

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities * Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. * Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. * Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. * Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. * Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms * Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings * Delivery of customized book of business reporting to create efficiencies for your advisors * Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements * Deep knowledge of the retirement plan industry, 7+ years' experience preferred * Demonstrated ability to build and manage relationships * Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment * Excellent analytical and problem-solving skills * Ability to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Ability to travel as required * Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Job Title: Specialist Wage/Hour Status: Non-Exempt Job Role: Business III Funding Source: Local Pay Grade: PR 8 Department/School: Facility Services Function: Business Reports to: Executive Director of Facility Services HR Date Approved: May 2021 HR Date Revised: April 2024 SUMMARY: Work under minimum supervision to provide advanced clerical services to the Executive Director of Facility Services. Handle confidential information and engage in frequent contact with all levels of District employees, outside agencies, and the general public. Provide support for daily Facility Services operations. Handle routine Facility Services inquiries and provide responsive and knowledgeable assistance to employees. Receives, processes, and maintains files and records for administrative applicants and employees of the District. The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description. * Model KISD core organizational beliefs and values; perform duties effectively and efficiently for the purpose of supporting and contributing to high student achievement. * Provide program support and service delivery; communicate effectively within and across teams and participate in cross-functional work groups. * Maintain a commitment to the District mission; model District expectations through personal leadership and actively support the efforts of others to achieve District goals. MAJOR RESPONSIBILITIES AND DUTIES Facility Services Support * Provide administrative and secretarial support to the Executive Director of Facility Services. * Handle routine inquiries to ensure a high level of service and responsive, knowledgeable support for employees and their supervisors. * Schedule meetings and conference rooms and prepare agendas as requested; attend meetings as assigned for the purpose of taking minutes and gathering information required to perform functions. * Process personnel time records including leave requests and reports; compile, review, and verify time records and calendars for department. * Maintain physical and computerized departmental documents, files, and records for the purpose of providing up-to-date reference and audit trail for compliance. * Answer incoming calls, take reliable messages, and route to appropriate staff. * Serve as liaison with internal and external parties; respond to public concerns and complaints; provide information and direction and facilitate communication among parties to resolve issues. * Maintain a schedule of meetings and appointments for the assigned function lead. * Maintain inventories of departmental supplies and materials; order supplies as needed. * Work on special assignments, projects, and programs as directed. * Coordinate departmental activities as directed. Accounting * Perform routine bookkeeping tasks and maintain department budget records. * Prepare and process department purchase orders and payment authorizations. * Maintain annual budgets and balancing the expenditure budget, maintain budget forecasting as it relates to the department for the District. * Assist with development and maintain annual budgets and balance the expenditure budget as it relates to the department projects and expenditures. * Maintain financial data reporting and forecasting to other departments as it relates to the department expenditures. * Prepare travel and hotel arrangements following established guidelines and process expense receipts for reimbursement. * Perform cost accounting activities, bank reconciliation, or accounting for grant expenditures. * Review and verify accuracy of journal entries, accounting methods, and procedures. Reports and Correspondence * Prepare items for board meetings; compile, review, and edit department items for inclusion in board packet. * Prepare required federal, state, and local reports; prepare correspondence, forms, manuals, schedules, and contracts as assigned; copy and distribute reports, documents, and information as required. * Create and deploy district level processes and procedures for effectiveness and efficiency in the function. * Prepare correspondence, forms, and reports according to District standards and requirements. * Receive, prioritize, and reroute incoming mail and other documents; prepare outgoing mail. Policy, Reports, and Law * Maintain confidentiality. * Develop and maintain systems for retrieval of information in support of all programs; compile, maintain, file, and secure all physical and computerized reports, records, and other required documents. * Pursue Professional Development activities for self and assigned staff; ensure that Professional Development activities are aligned with District goals and initiatives and current professional research. * Comply with all policies, operating procedures, legal requirements, and verbal and written directives. * Comply with the Professional Code of Ethics and Standard Practices for Texas Educators. * Follow District safety protocols and emergency procedures. * Perform other related duties as assigned. QUALIFICATIONS: Education/Certification: * High School Diploma or equivalent * Associates Degree (preferred) Experience: * Three (3) years or more advanced clerical experience with extensive customer service SPECIAL KNOWLEGDGE/SKILLS/ABILITIES: * Knowledge of school district organization, operations, and administrative policies * Ability to read and comprehend instructions, correspondence, and memos * Ability to make independent decisions regarding planning, organizing, and scheduling * Excellent public relations, organization, communication, and interpersonal skills * Ability to use software to develop spreadsheets, perform data analysis, and do word processing * Ability to multi-task numerous complex administrative activities _________________________________________________________________________________________________ SUPERVISORY RESPONSIBILITES: * None _____________________________________________________________________ MENTAL/PHYSICAL DEMANDS AND ENVIRONMENTAL FACTORS: Tools/Equipment Used: * Standard office equipment including personal computer and peripherals Posture: * Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting Motion: * Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching Lifting: * Occasional light to moderate lifting and carrying (less than 44 pounds) Environment: * Work to be completed on-site from assigned school or building; regular exposure to noise and computer monitors * No remote work * Occasional districtwide travel Mental Demands: * Work with frequent interruptions; maintain emotional control under stress work; prolonged or irregular hours

Moss is a national privately held construction firm providing innovative solutions resulting in award-winning projects. With regional offices across the United States, Moss focuses on construction management, solar EPC, and design-build. The company's diverse portfolio encompasses a wide range of sectors, including luxury high-rise residential, landmark mixed-use developments, hospitality, K-12 and higher education, justice, solar energy and battery storage, and sports. Moss is ranked by Engineering News-Record as the nation's top solar contractor and one of the top 50 general contractors. Moss prides itself on a strong entrepreneurial culture that honors safety, quality, client engagement, and employee development. Its employees consistently rank Moss as one of the best places to work. POSITION SCOPE AND ORGANIZATIONAL IMPACT Moss' Business Strategy Specialists support the Dallas Business Unit by executing integrated SMC initiatives that drive visibility, alignment, and business enablement. Working closely with the SMC Manager, this role supports strategic initiatives, marketing and creative deliverables, and internal and external communications to strengthen business alignment and elevate Moss' presence in the market. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES Partner with the SMC manager to develop and implement strategic initiatives critical to the Dallas BU's success, aligning priorities with business objectives and driving execution across SMC functions. Conduct research and gather market intelligence to inform BU strategy, support business planning, and identify emerging opportunities. Support quarterly and annual business planning processes by preparing presentations, reports, and visual materials that communicate BU performance, initiatives, and alignment to company strategy. Coordinate or execute marketing and creative deliverables in support of BU initiatives, collaborating with internal departments, consultants, and vendors to ensure timely and high-quality execution. Collect, develop, and pitch content for internal and external communications, highlighting the Dallas BU's projects, people, and impact. Partner with the SMC Manager and PR consultants to support external communications, including press releases, thought leadership pieces, and sponsored content. Draft internal communications to clearly convey BU initiatives, updates, and milestones, ensuring alignment with corporate messaging and brand standards. Collaborate with project teams and external vendors to collect and manage digital assets, including photography, videography, and project stories, for marketing and communications use. Support the development of presentations and materials for leadership, client, and team meetings to effectively communicate strategic objectives and results. Participate in planning and coordination for BU events and project pursuits as needed to ensure consistent messaging and integrated execution. QUALIFICATIONS Bachelor's degree (B.A.) from a four-year college or university; or one-to-two years related experience and/or training; or equivalent combination of education and experience. Preferred 2-3 years of experience in business strategy development, marketing, communications or related. Bachelor's Degree in Business, Marketing, Management or related. MBA preferred. Strong analytical and presentation skills using MS office (Excel, PP, Word). Excellent written and verbal communication skills. Capable of building extensive knowledge of the business and competitors in support of strategies. Proactive, detail-oriented, flexible, able to multitask, and an excellent team player. Possess a strong work ethic and exercise a high level of maturity with a positive attitude. Possess an entrepreneurial spirit and creative thinking abilities. Be nice, have fun! REQUIREMENTS Expert in Microsoft Word, Excel, PowerPoint, Outlook Proficient in Adobe Photoshop, Acrobat, Illustrator, Keynote Level 6: Bachelor's degree (B.A.) from a four-year college or university; or one-to-two years related experience and/or training; or equivalent combination of education and experience. 4-year college degree, preferably in marketing or communications 5-7 years of relevant work experience, preferably in the AEC industry JOB TITLE: BUSINESS STRATEGY SPECIALIST JOB LOCATION: MCKINNEY, TX CLASSIFICATION: FULL TIME - EXEMPT - SALARIED REPORTS TO: MARKETING MANAGER Moss is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Employment Type: Full-time, Permanent Industry: Manufacturing | ERP | Distribution About the Role My client is seeking an experienced Microsoft Dynamics 365 Business Central Specialist to play a key role in a major ERP implementation project. This is a hands on, on-site position where the successful candidate will act as the functional lead for Business Central -driving configuration, optimisation, and best-practice setup across manufacturing operations. The role will involve close collaboration with production, supply chain, and operations teams to streamline planning, procurement, scheduling, and inventory processes. This is an opportunity to help shape a transformative ERP rollout from discovery through go-live and beyond. Key Responsibilities Lead Business Central implementation activities for manufacturing and MRP/MIP (Material Requirements Planning), ensuring alignment with business needs Analyse operational workflows and translate them into effective Business Central configurations Configure and support core modules including MRP, Manufacturing, BOMs, Routing, Work Orders, Inventory Management, and related planning tools Partner with cross-functional teams across manufacturing, supply chain, finance, and operations Manage project timelines, deliverables, documentation, and post-go-live optimisation Support user training and ongoing system development as business needs evolve Drive continuous improvement across planning, scheduling, and inventory processes Qualifications 5+ years' experience with Microsoft Dynamics 365 Business Central (or NAV), including implementation and functional support Strong manufacturing and MRP/MIP experience is essential Deep understanding of production workflows, scheduling, supply chain planning, and inventory control Proven project management experience across full ERP lifecycles Excellent communication, analytical, and problem-solving skills Bachelor's degree in Business, Supply Chain, IT, or a related field preferred What My Client Is Looking For A proactive, hands on ERP specialist who thrives in a fast-moving manufacturing environment Someone who can translate complex operational requirements into practical Business Central solutions A collaborative partner able to engage confidently with stakeholders across all levels Why This Role? Play a key role in a flagship ERP transformation at a growing manufacturing organisation Work on-site with operational teams and decision-makers Shape longterm systems, data integrity, and operational efficiency

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

To provide advanced business consulting services to assist members and non-members with identifying their business lending goals and objectives. Acts as a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members' goals. Manages moderate to high-dollar volume and moderate to complex member bases. This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Expert hands-on experience with commercial loan origination to include: CRE, C&I Lending, and SBA Proven track record of independently sourced loan production in excess of $10MM annually Significant experience working in a customer-facing role in commercial lending, preference for a larger financial service organization Extensive hands-on experience in credit analysis, underwriting, deal structure, as well as writing and presenting detailed and complex credit memos to the appropriate levels of underwriting and/or credit committee. Advanced skilled with identifying potential prospects resulting in successful loan origination. Expert skill building effective relationships through rapport, trust, diplomacy and tact Advanced research, analytical, and problem-solving skills Advanced skill communicating accurately, clearly and concisely including presenting to staff and leadership teams Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Expert skill actively guiding members through interactions to reduce member effort and enhance member loyalty Expert skill applying lending principles, financial practices and evaluation of creditworthiness to make sound credit decisions Advanced knowledge of mathematical principles Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions Bachelor's Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience Desired Qualifications Significant experience working in originating commercial loans for a Credit Union. Advanced knowledge of Treasury Management, SBA Lending, and Business Insurance Significant experience developing, documenting and presenting credit analyses associated with business lending opportunities including commercial real estate (CRE), commercial and industrial (C&I), Small Business Administration, and NFIS referrals and/or GovCon Experience with CRM software Advanced knowledge Navy Federal loan programs, products, services, financing options Hours: Monday - Friday, 8:00AM - 4:30PM Location: 9001 Airport Freeway, 9th Floor Suite 925, North Richland Hills, TX 76180 Independently source and originate new commercial loans Provide subject matter expert consultative services primarily through via inbound and outbound calls to understand the members' financial needs and goals and educating members regarding products and services offerings Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships and increasing member engagement both nationally and within a determined locality Analyze book of business, portfolios and interactions to determine new business opportunities with prospective and established members with larger portfolios and complex credit needs Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate Champion Business Solutions, driving awareness across the enterprise of products, service and referral program, establishing potential pipelines Prepare and present highly detailed and complex credit memos to the appropriate levels of management to include the credit committee Ensure completion of annual documentation requirements to ensure accuracy and compliance with NCUA guidelines and Navy Federal policies and procedures Mentor and provide guidance to junior business advisors, facilitating growth in lending product expertise and relationship management Maintain knowledge of Navy Federal's field of membership and loan products & services Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace

**Location:** **On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, Atlanta, GA, or Miami, FL** The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk management programs and other first line of defense risk activities in support of line of business growth and revenue production. The role works directly with the business unit management teams to identify, manage, monitor and report risk through the execution of risk programs, policies, standards and procedures. The role also works directly with second line of defense risk management to ensure appropriate execution of risk activities including assessment of risk, development and oversight of controls, identification and escalation of issues, and governance and reporting. The role is on point to coordinate and assist with audits, exams and other inquiries from internal audit and regulators relative to risk management. **Job Responsibilities:** + Manage the implementation and execution of risk programs and policies in coordination with the second line of defense risk management organization including new product governance, Risk and Control Self-Assessment (RCSA), key risk indicators (KRIs), Enterprise Risk Report, issue management and operational loss management + Coordinate and support Business unit level risk assessments, including identifying, managing, monitoring and reporting line of business top risks and emerging risks + Develop first line of defense procedures that align with risk program and policy requirements. + Provide ongoing risk guidance, education and communication to business unit partners to ensure risk management expectations are met within the first line of defense. + Assess effectiveness of business unit controls through monitoring and testing, identify gaps and drive remediation of control deficiencies. + Escalate issues and gaps to line of business management and Risk. + Engage in internal audits including preparation of materials, assessment and remediation of findings, and provide updates to senior management. + Build strong relationships with business unit teammates, second line of defense partners, functional support units and other stakeholders to drive strong collaboration on risk program execution and the maturation of risk management across the enterprise. + Participate in industry forums and build relationships with other large banks across the industry. **Required Qualifications/Knowledge, Skills, and Abilities:** + Bachelor's degree and 5 or more years of operational and enterprise risk management experience in a first or second line of defense capacity. + Experience with enterprise and operational risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management, new and modified product risk assessment, and third party risk management. + Experience working with teams through change by creating a compelling vision for transformation. + Strong project management skills with ability to manage multiple concurrent projects successfully and a proven track record of strong execution on major initiatives. + Proficient at collaborating across business units and lines of defense and working with stakeholders to resolve complex issues. + Ability to articulate the connections across risk programs and influence stakeholders to leverage risk data in business decision-making processes. + Proficiency at assessing current processes with an eye towards efficiency and automation. + Strong oral and written communication skills with ability to communicate at all levels of an organization. + Proven ability at collaborating across the enterprise to solve complex challenges. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings Delivery of customized book of business reporting to create efficiencies for your advisors Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements Deep knowledge of the retirement plan industry, 7+ years' experience preferred Demonstrated ability to build and manage relationships Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment Excellent analytical and problem-solving skills Ability to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Ability to travel as required Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.