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Employee Type: Regular-Full time Union/Non: The Advisor Accounting supports the company's financial reporting and analysis functions, with a particular focus on accounting for regulated utilities and compliance with FERC (Federal Energy Regulatory Commission) guidance. This position is responsible for preparing and analyzing financial data to ensure accuracy, regulatory compliance, and to support the organization's financial objectives. We offer opportunities for career development, growing your knowledge and skills, and an exciting career with competitive benefits and pension package including generous time off. Apply today to this excellent opportunity on our team! #joinourteam What You Will Do: Prepare and review monthly journal entries and account reconciliations in support of monthly, quarterly and annual reporting cycles. Prepare and analyze financial and regulatory reports, including income statement and balance sheet analyses, in accordance with US GAAP and/or FERC accounting guidance. Identify and analyze complex accounting issues. Support internal and external financial and regulatory audits, preparing schedules and responding to auditor inquiries. Support Regulatory initiatives / proceedings, including the preparation of evidence, supporting schedules and interrogatory responses. Contribute to special projects, system implementations, and continuous improvement initiatives within the accounting department. Who You Are:Required: Bachelor's degree in Accounting, Finance, or a related field. 4+ years of progressive accounting experience. Experience in public practice accounting, technical accounting, external financial reporting, or accounting for regulated utilities preferred. Understanding of US GAAP, FERC accounting, and regulatory compliance requirements. Experience with ERP/ accounting systems (e.g., SAP, Oracle Cloud, HFM), and Microsoft Office Suite. Excellent analytical, problem-solving, and organizational skills. Strong demonstrated competencies in interpersonal skills, oral and written communications, persuasion and influencing skills Familiarity and experience with the regulatory process including preparation of supporting evidence is considered an asset. Preferred: Accounting designation (CPA or CMA) preferred but not required Working Conditions: General office environment with recurring tight deadlines Overtime is necessary and varies depending on deadlines associated with Business Unit and Corporate requests Minimal travel requirement Flex Work Arrangements: Enbridge provides competitive workplace programs that differentiate us and offer flexibility to our team members. Enbridge's FlexWork (Hybrid Work Model) offers eligible employees the opportunity to work variable daily schedules with a flexible start and end time, to opt for a compressed workweek schedule, or the option to work from home on Wednesdays and Fridays. Role requirements determine your eligibility for each option. #LI-Hybrid #UTFIN Physical Requirements (Include but are not limited to): Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time. Mental Requirements (Both field & office) include but are not limited to: Ability to: understand, remember and apply oral and/or written instructions or other information, understand complex problems and collaborate/explore alternative solutions, organize thoughts and ideas into understandable terminology, organize and prioritize work schedule on a short-term basis, make decisions which have moderate impact on the immediate work unit and monitor impact outside this area, understand and follow basic instructions and guidelines, complete routine forms, compose letters, outlines, memoranda and basic reports and communicate with individuals via telephone. At this time, Enbridge cannot transfer or sponsor a work visa or employment authorization for this position. This position does not offer relocation assistance. At Enbridge, we are dedicated to our core value of Inclusion. We are proud to be an Equal Opportunity Employer. We are committed to providing employment opportunities to all qualified individuals, without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous status, disability, or any other reason protected by federal, state, or local law. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting ********************. Information For Applicants: Applications can be submitted via our online recruiting system only. We appreciate your interest in working with us; however, only those applicants selected for interviews will be contacted. Final candidates for this position may be required to undergo a security screening, including a criminal records check. To learn more about us, visit ****************

Reporting to the Crystal Operations Finance Director, the Crystal industrial reporting and operational excellence manager will coordinate all Operations Finance reporting for the Brand Unit and centralize capex financial management. More specifically, the role will have the following missions: * Consolidate and coordinate the Crystal affiliates industrial KPIs (Cost to make, cost to serve, etc.) and operations reporting, explaining variances and identifying areas of improvement with Crystal Operations Finance Director and Crystal Operations teams * Consolidate, track and report on efficiencies' savings as part of Pernod Ricard's 1bn€ efficiencies program. Ensure identified efficiencies are properly reflected in financial forecasts. * Prepare financial part for the Crystal industrial performance reviews, in coordination with Crystal Operations teams. Bring financial insights for management decision-making * Partner with Crystal Operations Directors and other Crystal Finance Operations Managers to challenge performance and drive value creation. * Lead preparation of 3Y cash capex and strategic inventories plan, supporting strategic cash review, in coordination with relevant local operations finance teams (i.e., TAG Sweden, House of Tequila and HCI) * Manage the Capex Governance Process for the BU. * Advise and support cost optimization and operational excellence initiatives (e.g., GFO, DTSV) * Improve processes and systems (leveraging Transformation initiatives) for the Crystal Operations Finance teams If you recognize yourself in the description below, don't wait to apply! You have at least 8 years' professional experience in finance Technical skills * IFRS accounting skills * Knowledge of financial reporting (P&L, Balance sheet & Cash Flow statement) * Financial analysis * Proficiency with all IT tools (Excel processing, IT tools) * Appetite for industrial topics - previous experience in industrial context (Finance / Ops in BrandCo or industrial company) Interpersonal skills * Ability to coordinate and gain trust within other Crystal finance team * Collaborative and team player attitude, non-judgmental mind * Adaptation skills to interact with multicultural teams * Ability to manage multiple priorities with flexibility and reactivity * Autonomy, ability to identify issues/opportunities, willingness and capacity of challenging the status quo * Ability to anticipate and to respect tight deadlines Wait, there's more… We offer you an outstanding and collaborative workplace that embodies our sharing & conviviality culture, the possibility to work remotely (up to 2 days a week), a very complete mutual insurance, an attractive compensation including profit-sharing, the possibility to train daily, employee events… Pernod Ricard is committed to offering equal opportunities to all talents. Our recruitment methods focus on skills and competencies. Job Posting End Date: Target Hire Date: 2026-05-01 Target End Date:

Summer Analyst The Summer Analyst will perform various financial analyses to support Rockbridge's team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement. Key Responsibilities: Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge's investments. Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge's investments may be influenced by distinct market dynamics. Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments. Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages. Support and collaborate with Rockbridge's Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams. Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports. Review and understand various legal document provisions to ensure loan covenant compliance. Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms. Candidate Qualifications: Rising junior, senior, or masters candidate Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity Ability to excel in a fast-paced collaborative environment Excellent interpersonal, organizational, and communication skills Strong analytical ability Attention to detail Flexible and adept at multi-tasking in a deadline-sensitive environment Highly motivated for success Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint Good working knowledge of various financial statements Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential

Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world. Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here. As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures. Become a Krakenite and build the future of crypto! Proof of work The team As Global Head of Middle Office, you will lead Kraken's institutional trading and lending operations, overseeing post-trade processes across settlement, reconciliation, and inventory management. You'll work closely with Institutional Sales, Trading, Risk, Treasury, Product, and Finance to ensure seamless operational execution and scalable infrastructure. This is a critical leadership role that bridges front-office strategy and operational excellence, ensuring institutional-grade standards across all trading and lending activities. The opportunity Lead and Scale Kraken's Institutional Middle Office - Own the design, implementation, and optimization of middle-office processes supporting Kraken Prime, OTC and lending activities. Lead a global team responsible for trade capture, settlement, reconciliation, and reporting. Build the operational backbone that enables Kraken to scale securely and efficiently the institutional flows. Ensure Operational Integrity and Process Excellence - Develop and enforce standard operating procedures (SOPs), control frameworks, and escalation protocols. Ensure all trade and settlement flows are executed accurately and efficiently - minimizing breaks, managing exceptions, and maintaining high data integrity across systems. Drive Inventory Optimization and Balance Management - Oversee digital asset and fiat inventory management across counterparties, venues, and wallets. Collaborate with Treasury and Trading to optimize balance allocation, collateral utilization, and settlement efficiency. Leverage data to improve capital velocity and reduce idle inventory. Cross-Functional Partnership - Partner with front-office, finance, and technology teams to enhance systems, automate workflows, and strengthen controls. Align operational strategy with institutional client needs, regulatory readiness, and Kraken's broader growth roadmap. Institutional-Grade Standards -Build an operational environment that meets the expectations of top-tier institutional counterparties. Drive continuous improvement, risk awareness, and accountability across the middle-office function. Skills you should HODL Middle Office & Post-Trade Expertise - 5+ years of experience in middle office, trading operations, or settlements within a trading firm, OTC desk, or traditional financial institution. Deep understanding of trade lifecycle management, settlement flows, and reconciliations. Operational Leadership & Process Design - Proven ability to design and scale operational processes in fast-paced financial environments. Experience establishing SOPs, risk controls, and automation frameworks. Settlement & Reconciliation Acumen - Strong grasp of counterparty settlement processes, custody flows, and reconciliation tools across digital assets and traditional markets. Able to diagnose and resolve operational breaks quickly and accurately. Inventory & Balance Optimization - Experience managing digital asset or securities inventories across multiple venues and custodians. Skilled in optimizing liquidity, minimizing funding costs, and supporting balance sheet efficiency. Cross-Functional Collaboration - Ability to align Trading, Risk, Treasury, Product, and Engineering functions to build scalable, low-friction infrastructure. Exceptional communication and stakeholder management skills. Institutional & Risk Mindset - Comfortable operating at the intersection of front-office innovation and risk management. Deep understanding of the controls and governance required to serve institutional clients. Crypto-Native with TradFi Discipline - Comfortable navigating both digital asset ecosystems and traditional financial frameworks. Brings operational rigor with a forward-looking mindset toward crypto innovation. Nice to haves Experience working with OTC crypto trading desks, custody platforms, or digital asset settlement networks. Exposure to prime brokerage, collateral management, or repo financing. Familiarity with digital asset custody, wallet infrastructure, and blockchain settlement. Understanding of post-trade automation and data reconciliation technologies. This job is accepting ongoing applications and there is no application deadline. Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution. We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto! As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws. Stay in the know Follow us on Twitter Learn on the Kraken Blog Connect on LinkedIn Candidate Privacy Notice

PRIMARY FUNCTION: The Payment Research Representative is responsible for proper handling and reconciliation of payments received throughout the Jefferson Revenue Cycle Enterprise. Working closely with Payment Representatives, Accounting and Finance, the Payment Reconciliation Rep will investigate and resolve issues impacting cash processing and reconciliation. ESSENTIAL FUNCTIONS: Identify and resolve payment issues through research and investigation. Review explanation of benefits to confirm payments were applied appropriately. Contact third party payors or view payor portals to obtain additional information as necessary. Utilize online payor portals, such as Navinet, for claims determination, eligibility, offset requests, appeals. Applies payment and adjustments to patient accounts per third party regulations, providing accurate accounts receivable and balance billing while meeting the department's established productivity benchmarks. Interprets and validates transaction postings of payments and denials received from third party explanation of benefits either in the form of batched images or via electronic remittance posting work queues. Research over-posted or undistributed credit balances via credit work queues. Confirm that cash records are properly linked to associated payment batches prior to posting. Ensure that batches are posted, reconciled, closed and processed timely and accurately. Communicate possible system and reimbursement issues to the supervisor who will facilitate a review and analysis of the potential impact and confirm best course of action. Adhere to workflows and ensure quality assurance standards are maintained at all times. Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson. EDUCATIONAL/TRAINING REQUIREMENTS: High school degree or GED required. Bachelor's degree in Accounting, Finance or Business preferred EXPERIENCE REQUIREMENTS: Ability to work independently and as part of a team with minimal supervision. Proficient in web tools and technology. Knowledge of Epic preferred. EDI related experience preferred. Medical billing and or banking experience preferred. Accounting and/or Finance experience preferred. Knowledge of Microsoft Office required. Experience with telecommuting preferred. ADDITIONAL INFORMATION: Proficient in Windows 10 and Microsoft Office. Strong MS Excel and Access skills required. Strong organizational and interpersonal skills; excellent verbal and written communication skills. Knowledge of accounting ledgers and balance sheets. Strong understanding of healthcare claims processing, eligibility, enrollment and configuration Skilled in analyzing and comparing data. Extremely detail oriented and well organized. Position is eligible for telecommuting (work from home) Work Shift Workday Day (United States of America) Worker Sub Type Regular Employee Entity Thomas Jefferson University Primary Location Address 615 Chestnut Street, Philadelphia, Pennsylvania, United States of America Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years. Jefferson is committed to providing equal educa tional and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status. Benefits Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance. For more benefits information, please click here

and can be located anywhere in the U.S.A.*** Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather applications, perform financial analysis of required cash flow, and present the package within credit policy requirements. Directly interact with and manage client relationships. Responsibilities Essential Functions Generates new Small Business Administration (SBA), Express, 504, and USDA loans from small business clients in accordance with established annual goals and objectives. Originates new paid and non-paid referrals and face-to-face contacts. Identifies main client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan. Manages client relationship on originated loans through closing. Makes periodic site visits to clients, within defined market region, to assist Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sells bank services to existing loan relationships and manage relationships. Pre-screens loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follows up on any exceptions or account matters. Gathers complete underwriting packages, and present for acceptance Commitment Letter with clients. Assists team with obtaining from clients the documentation required to close the transaction. Works with Small Business Lending division on all loan submissions, presentations and qualification matters. Manages client relationship and expectations of new accounts by taking loan applications, attending closings and providing customer service. Works with borrower/applicant to facilitate convert loan opportunities. Acts as primary liaison with the client and handle any issues/problems. Participates Loan Committee presentations. Participates in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Maintains strong working relationships with referral contacts. Educates clients of advantages and create brand recognition in the market. Attends local SBA functions to establish Banks presence and cultivate CDC relationships. Perform other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field or an equivalent combination of training and experience. Five years Marketing, sales, and business development experience, including two years Finance/Lending background. Preferred Requirements Demonstrated prior business success in Small Business Administration Lending/Sales. Excellent verbal, written, and interpersonal communication skills. A team player able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g. Excel, Word, Outlook. Strong working knowledge of financial analysis including: cash flow, balance sheet, financial ratios, industry analysis, audit, etc. No travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Salary Range: $95,000 - $115,000 Plus Incentive This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-CB1 #LI-Remote #BancorpRemote

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Lumentum welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. As a global, multi-cultural company driven by innovation, we are building a diverse and inclusive culture where differences are valued. We are unified in our commitment to live our Guiding Principles: Innovate, Engage, Deliver, Excel, and Win . Our differences make us stronger, more creative, and capable of delivering better results. What Will You Do? This is a key position in Information Technology department of a fast-paced high-tech company. This role is responsible for maintenance of the current Hyperion data architecture, implementations/enhancement of current and future tools, data integration and development of key financials designed in Hyperion Financial reporting, Tableau and/or other tools. This role will require overall understanding Financial Planning & Budgeting Process including forecasting, headcount planning, spend management and leverage this knowledge to design and deliver the necessary technical solutions. Responsibilities: Develop, implement and support integrated business planning technical solution (including Revenue, COGS, Workforce, CAPEX) for annual budgeting and quarterly forecasting to help FP&A run operating plan, forecast and generate insight of the business; Support the monthly financial close, CoA maintenance, reporting hierarchy maintenance working with the accounting team in review of key P&L/Balance sheet line items to reconcile financials; Develop and maintain SEC reporting(10Q P&L, Balance sheet), support audit questions, variance analysis; Functional-technical understanding of EPM, overall idea of Oracle R12 (EBS); Responsible for testing impact of upgrades and new releases on EPBCS Cloud including follow-up of bugs with development; System Integration, with applications in Oracle ERP, Cloud applications; The techno functional knowledge to develop and support GAAP/Non-GAAP financials, management reporting to generate key business insights for the CFO office will be a plus. Requirements: Bachelor in Computer Science coupled with 10 years of hands on experience in EPM suite of Products (Hyperion Essbase/Planning, PBCS/EPBCS,Enterprise Data Management(EDM),Enterprise Profitability and Cost Management(EPCM), Financial Consolidation and Close Cloud Service(FCC),HFR,Narrative Reporting(NR), SmartView, Workforce Planning, Capex Planning, EPM Automate, Python, Groovy); Essbase Database design and build with architectural experience of BSO / ASO cube, load rules, Calculation scripts, Business rules, MaxL; Experience with Multidimensional database optimization and performance tuning; Experience with Tableau, ODI, SQL, UNIX Shell Scripting, System automation a plus; Knowledge of Oracle EBS R12(General Ledger) and system integration with Hyperion preferred; An efficiency-focused, independent thinker; Proven ability to multitask and work with cross-functional teams; Excellent written and verbal communication skills. #LI-SM1 Pay Range: P70-USA-1 :$130,850.00 - $186,900.00 Disclaimer: Final base salary for the successful candidate will depend on multiple factors, including but not limited to, job location, where work will be performed, qualifications, work history and relevant experience. With our continual goal of making Lumentum a best place to work for our employees, we strive to offer employees competitive total compensation packages, which may include annual bonus, commission for certain sales roles, equity, and health and welfare benefits.

Are you ready to make a significant impact across the Consumer & Community Banking finance organization? Join our Treasury Analytics team and help drive peer analytics and financial analysis framing our perspectives to senior management. Your input will contribute to supporting high-profile decision making both on core and topical challenges. As a Senior Associate in Treasury Analytics, you will have the opportunity to share your analysis through direct exposure to senior business leaders, helping to frame our understanding of key competitor financial performance, industry trends, as well as broad competitive intelligence across the firm. As a member of the Treasury Analytics team, you will also dive into analytics on liquidity characteristics helping to drive improvements in our analytical framework and models focused on our $1 Trillion + retail deposit portfolio. You will tackle ambiguous problem statements, work independently forging deep connections across the firm that creates lasting impact for the team and across the firm! **Job responsibilities** + Gather and analyze publicly available data, like regulatory filings and earnings supplements, to build a deep understanding of competitive performance though synthesis and nuanced definition differences becoming a key SME and knowledge center for colleagues across the firm and senior leaders (data mastery) + Conduct thorough analyses of peer banks' data, integrating disparate sources, collaborating and learning from other experts across the enterprise, generate informed assumptions while ensuring accuracy and data integrity driving the collective intelligence ahead (financial analysis) + Gain deep exposure to treasury analytics including a wide range of elements of our fortress balance sheet, developing expertise in core finance and banking skills including, interest rate risk, capital, liquidity and transfer pricing as well as valuation and strategic analytics significantly advancing your subject-matter expertise (ad-hoc analytics) + Build relationships across the firm, influence colleagues at all levels in a dynamic, high-stakes environment as you serve as an internal consultant tackling major business challenges ensuring timely delivery + Advance your skills in delivering high impact, well-structured presentations, clearly conveying the teams work to finance and non-finance audience alike, sharing compelling messages to our senior leaders + Leverage existing tools and techniques to create repeatable processed for intelligence creation while integrating the newest in technology advancements to further reduce errors and maximize the speed to insights **Required qualifications, capabilities, and skills** + Bachelor's degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas + 4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused role + Advanced Excel proficiency, practical knowledge in financial analysis, competitive analytics and data management + Familiarity with retail banking and products + Excellent written and verbal communication skills with experience in debating complex concepts with senior leaders **Preferred qualifications, capabilities, and skills** + Desire and/or progress towards MBA, CFA charter, CPA, CTP or other financial certification + Experience with programming languages, LLMs and statistical packages (e.g. Python, SQL, R) + Highly self-motivated, thrive in a dynamic environment, and have passion for uncovering business value + Ability to understand the business context behind data + Knowledge of Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Minneapolis-Based Applicants Preferred At Resolve Works we are passionate about helping entrepreneurial organizations succeed. With roots in entrepreneurial leadership, closely-held business, and start-up operations, our team specializes in part-time, interim and project-based accounting for growing businesses. We are looking for a Controller/CFO with startup experience who is flexible and is comfortable wearing many hats. Our clients are ambitious small businesses and startups. They can be scrappy and hands on. We help them shape their accounting function, implement processes, and analyze their businesses. We also play a key role in helping our clients identify technology tools, integrating digital platforms, and managing data flow and integrity between systems. This role requires both technical accounting skills as well as strategic financial thinking. When paired with a client delivery team, some technical duties may be delegated to the junior members of the team, but the Controller/CFO must be able to perform all duties if working by themselves . When paired on teams, it will be the Controller/CFO's responsibility to identify and delegate duties based on the structure of the delivery team and the scope of the client engagement. VALUES DEMONSTRATED: Proactive. Adaptable. Solution-Oriented. Driven by Purpose. Committed to the ‘Wow.” SUPERVISORY RESPONSIBILITIES: Oversees the daily workflow of the client delivery team. Provides training and constructive feedback to the junior members of the delivery team. TEAM LEAD: The Team Lead is the senior accounting member in each client delivery team. The Controller/CFO is the team lead when paired on any delivery team. Team Lead Responsibilities: Client Onboarding - Assessment/Action Plan Identify and Implement Ongoing Processes Lead client communication and check-in calls Regular check-in calls with the delivery team Monitor deadlines and the quality of work KEY ACCOUNTABILITIES: Financial Close: Manage the monthly, quarterly, and annual close process. Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers. Keep financial close checklists up to date with current tasks, due dates and assigned to the proper staff member. Document detailed processes, using both written and video instructions. Present financial statements to the client's leadership team, board, or investors with in-depth analysis of variance trends and comparison against budget. Identify and implement relevant KPI monitoring. Budgeting and Forecasting: Drive the client's annual budgeting process. Coordinate with the members of the executive team and various-departments to gather information and assumptions. Build a dynamic, driver-based budget with key assumptions clearly identified. Investors, Mergers, and Acquisitions: Preparation of pro-forma financial statements and forecasts for internal or investor use. Support client's capital raise by participating in investor relations and helping to create pitch-decks. Support M&A activities including analyzing targets, supporting due-diligence, and making recommendations on post-merger integrations. Cash Management: Forecast client cash needs and cash position. Proactively communicate cash matters to the client leadership team. Inventory: Maintain accurate cost and purchase details in the inventory schedule. Accurately code inventory purchases to the proper item in the financial system. Manage creating and receiving inventory against purchase orders. Create inventory builds/production runs in a manufacturing environment. Reconcile and balance physical inventory counts to the financial system. Payroll: Process timely and accurate payroll using third-party payroll software. Process payroll tax reporting and submissions, if not managed by the payroll software. Maintain payroll schedules that accurately reflect employee wage rates, deductions, deferrals, and garnishments. Maintain bonus and other supplemental payroll schedules. Oversee onboarding and termination of employees in the payroll system. Timely management of employment account registrations by state. Enroll new states and manage TPA assignments in the payroll system, as necessary. Monitor quarterly and annual tax filings prepared by the payroll provider to ensure compliance and Accounts Payable: Implement and maintain AP workflows and approval procedures. Ensure all Accounts Payable are accurately coded in the AP software and syncing to the financial software. Manage AP processing, ensuring bills are approved and paid in a timely manner. Collect W9s and prepare annual 1099 filings at the end of the year. Sales Tax Administration: Monitor sales-tax exposure and compliance obligations. Process new state sales tax registrations. Manage the reporting and submission of monthly, quarterly and annual sales tax filings. System Management: Responsible for managing the integrity of the financial systems and any integrations touching the financial system. Within the financial system, responsible for ensuring the Chart of Accounts is appropriate for the client's business, is numbered, and grouped into meaningful categories. Within integrated systems, responsible for ensuring that the external system is mapped to the financial system and accurately transmitting data. Manage close and lock dates to prevent unwanted data errors. Processes and Workflow: Identify & implement opportunities to maximize workflow efficiency. Possess awareness and curiosity of technology tools and integrations. Special Projects: Other special projects as needed. KEY SKILLS & EXPERIENCE: CPA Minimum 10 years experience in a financial leadership role. Experience working with business owners, principals and executive staff. Experience working with ambitious entrepreneurial organizations. You are flexible, responsive and forward-looking. You look ahead to anticipate and solve problems in advance. Operate with a sense of urgency. You have a passion for your work and are an advocate for your clients. Comfortable with both written and verbal communication. You will be expected to prepare detailed write-ups and email communication. Experience managing technology solutions such as Shopify, Quickbooks Online, Bill.com, Melio, Exepnsify, Fathom, Syft, LivePlan, Rippling, Gusto, Avalara or others. Ability/desire to work with multiple clients in multiple industries and ability to handle shifting priorities.

Remote | Full-Time Benetrends Financial is seeking an outgoing, organized, and detail-driven Banking Sales Administrator to support the administrative and operational components of our financing sales process. This role directly impacts client satisfaction and requires efficiency, adaptability, consistency, and strong judgment. You will be a key contributor to our commitment to teamwork, reliability, and delivering exceptional service to entrepreneurs nationwide. Duties & Responsibilities Input client contacts into HubSpot and create financing deals within the system. Send FileInvite access to clients and support document flow. Facilitate contract service duties using RightSignature, including issuing Master Services Agreements. Make initial outreach calls to schedule client appointments. Handle initial client calls (Call 1) based on the VP of Banking & Business Development's schedule; assist with additional calls as needed. Send professional, timely follow-up emails to clients. Perform spreadsheet data entry and maintain accurate records. Produce general correspondence, reports, and presentations. Assist in processing and distributing marketing materials and brochures. Attend and participate in calls and meetings as requested. Relay internal and external messages promptly and accurately. Adhere to departmental quality control procedures. Support and reinforce best practices to ensure efficient, effective task completion for prospects, referral sources, clients, and colleagues. Uphold company standards, policies, confidentiality requirements, and expectations for clear and concise communication. Collaborate with colleagues to resolve client matters as they arise. Perform additional duties as assigned by Benetrends Financial upper management. Working Conditions Fully remote work environment. Regular handling of personal and business financial information; confidentiality is mandatory. May require additional or flexible hours to meet deadlines. Occasional travel for meetings, networking events, seminars, or conferences. Knowledge, Skills & Abilities Proficiency in Microsoft Office Suite. Excellent phone, email, and communication skills. Basic understanding of the franchise industry and its related regulations. Ability to learn new software platforms quickly. Experience reviewing and processing business contracts. Familiarity with financial documents such as tax returns, P&Ls, balance sheets, and credit reports. Success Factors Strong verbal and written communication skills. Exceptional attention to detail and effective problem-solving skills. Ability to accurately proofread all completed work. Strong interpersonal skills and ability to work with diverse personalities. Ability to interpret complex financial data and handwritten notes. Capability to manage aggressive timelines with accuracy and efficiency. Ability to handle confidential matters with discretion. Strong customer-service orientation and a genuine desire to help others. Upbeat, positive personality with the ability to express empathy. Perks & Benefits Medical, dental, and vision plans Company-paid long-term disability & life insurance 401(k) with company match Generous PTO and paid holidays Collaborative, mission-driven team culture Why Benetrends? At Benetrends, we empower entrepreneurs to pursue their dreams. For over 40 years, we've combined financial expertise with a genuine passion for helping small businesses succeed. When you join our team, you join a company that makes a meaningful impact every day-and does it together. Ready to apply? Submit your resume and take the next step in your career with a team that turns ambition into achievement.

System Executive Director, Financial Planning & Analysis - (10032678) Description Join the transformative team at City of Hope, where we're changing lives and making a real difference in the fight against cancer, diabetes, and other life-threatening illnesses. City of Hope's growing national system includes its Los Angeles campus, a network of clinical care locations across Southern California, a new cancer center in Orange County, California, and treatment facilities in Atlanta, Chicago and Phoenix. Our dedicated and compassionate employees are driven by a common mission: To deliver the cures of tomorrow to the people who need them today. As a successful candidate you will: Provide leadership for all financial planning cycles for the enterprise. This includes the enterprise long range strategic financial plan (horizon 3-10 years), budget (horizon next 12-18 months) and forecast (horizon 3-12 months). The financial planning scope of this position is comprehensive meaning the scope includes revenue and expenses (P&L) but also capital spending, balance sheet and cash flow planning. Design and lead execution of effective and efficient planning processes including Balance sheet, P&L, Cash and CapitalAbility to construct plans and related narratives (not just numerical budgets) Asses areas of opportunity, in line with strategy and vision and design planning analysis to explore appropriately Develop tools and frameworks that support identification of pragmatic planning / gap closing solutions underpinned by quantitative analysis. Excellent communication skills to bring across insights as well as instructions in both written (memo) and graphical format (charts, graphs) Collaborate with Enterprise Finance in various enterprise processes and policies (research, clinical, philanthropy, etc. ) Collaborate directly with the Strategy Vertical on key strategy initiatives that have a long-term impact and where no other dedicated finance support is available (e. g. Research). Participate in the identification and development of objectives, goals, and strategy relative to the finance function as well as the enterprise (especially through the long-range plans) Be a leader in the finance organization, focused on translating complex strategic issue into meaningful and actionable insights for finance employees. Have the ability to effectively and efficiently engage with senior executives, including CEO LG members, in identification and resolution of complex strategic questions. Balance the big picture (strategic thinking) with the attention to detail and high levels of accuracy in working with numbers. Work closely and effectively with a diverse constituency, including faculty, administrators, and potential external stakeholders (such as consultants supporting a long-range planning process). Develop and engage the Financial planning team, ensuring development opportunities and personal and professional growth of junior team members. Qualifications Your qualifications should include: Skills: Ability to build and develop a team to deliver consistent, timely and accurate results. Advanced knowledge of analytical modeling including partical experience with two or more industry common planning systems (e. g Axiom, SAP etc. ) Results oriented with focus on maximizing value Excellent verbal, written and interpersonal communication skills Able to communicate with professionals at all levels Capable of managing multiple responsibilities and projects Strong analytical/problem solving skills Strategic thinker, self-starter Minimum Education: Bachelor's degree in finance or business (preferred: MBA or Masters Degree in Accounting/Finance/Economics) Minimum Experience: Minimum seven to ten years of managerial experience, minimum of five years of decision support/analysis/planning experience, minimum of two years health care experience City of Hope employees pay is based on the following criteria: work experience, qualifications, and work location. City of Hope is an equal opportunity employer. To learn more about our Comprehensive Benefits, please CLICK HERE. Primary Location: US-Nationwide-USA-RemoteJob: Accounting/FinanceWork Force Type: RemoteShift: DaysJob Posting: Nov 4, 2025Minimum Hourly Rate ($): 88. 562200Maximum Hourly Rate ($): 147. 898600

About Bedrock Bedrock is an award-winning real estate developer focused on comprehensive city building initiatives in Detroit and Cleveland. Its work includes creating iconic cityscapes, rehabilitating historic properties and making space for the community-all with the philosophy to operate for more than profit. Since 2011, Bedrock has invested and committed more than $7.5 billion to develop and restore more than 140 properties, totaling over 21 million square feet of office, retail, residential, hospitality, industrial, data centers and parking. In 2024, Bedrock was named one of the world's Most Innovative Companies by Fast Company. For additional information about Bedrock, please visit BedrockDetroit.com or connect with us on Facebook, Instagram, LinkedIn and X. Job Summary As a Property Accountant with our Property Accounting Team here at Bedrock, you will be responsible for the day-to-day accrual based accounting for all assigned commercial and residential properties and related entities. This position is required to interact daily with the VP of Accounting, Controller, Accounting Manager, other members of the accounting department, with members of the asset and property management teams, and with members from the various departments of the Bedrock team as required. Responsibilities * Complete the monthly financial reporting packages, including the preparation and analysis of the balance sheet and income statement with budget variance narratives * Responsible for the accuracy of the General Ledger and entity records * Review and create all journal entries and prepare/post complex adjusting and closing journal entries as necessary to be in compliance with GAAP * Prepare and update fixed asset amortization and depreciation schedules * Keep and update work papers that substantiate monthly reporting and for the annual financial audit and tax returns * Review and post tenant work orders and utility billings * Review and code all invoices in paperless accounting system * Verify and process monthly mortgage and interest payments to lenders * Calculate and process management fees * Monitor cash balances to determine the disbursement of funds and necessity for cash funding * Prepare bank and account reconciliations * Prepare schedules as necessary for cash flow projections and financial analyses * Prepare the annual budget for all entities related to your portfolio * Review lease documentation and ensure that all charges are billed pursuant to the terms * Calculate CAM estimates and complete the CAM Reconciliation process for properties * Monitor and supervise third party financial reporting on parking garages * Create miscellaneous reports as needed by team leaders, property managers, lenders, accountants/auditors, tenants and vendors Qualifications * 2 years of accounting experience, or 1 year in a property accountant role * Accounting experience in commercial real estate, hospitality, or related industries required * Bachelor's degree in Business or related preferred * Strong analytical skills * Strong computer skills in Excel * Effectively communicate, both verbally and in written correspondence * Organize and complete multiple tasks Work Environment Bedrock is an in-person, five-day-a-week workplace. All team members are expected to work on site Monday through Friday during standard business hours, unless otherwise specified by their role or designated shift. Some roles may have flexibility to work remotely on Fridays, based on the nature of the work and business needs. This flexibility is granted at the discretion of the Company and may be adjusted at any time. Disclaimer This should not be construed as an exhaustive list of duties and responsibilities performed by persons assigned to this classification. It is not intended to limit or in any way modify the right of any supervisor or manager to assign, direct and control the work of employees under his/her supervision. All principal duties and responsibilities of this position are essential functions of the position. s are reviewed on a regular basis and may be revised at any time. Revisions will be communicated to employees within the classification. This job description does not constitute a contract of employment; therefore, the company may exercise its employment-at-will rights at any time. Bedrock is an equal-opportunity employer.

The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients. You will Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by: Preparing business valuations and model income and estate tax reductions strategies Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses Work closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space. Additional Responsibilities Include: Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales. Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform. Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. Demonstrate superior presentations skills in all areas of advanced planning. Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Collaborate with key enterprise-wide collaborators to facilitate “one-stop shopping” for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities. Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer. Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral. You have Juris Doctor (JD) law degree required CPA preferred CFP/CLU/ChFC preferred Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE) Superior verbal, written and presentations skills Superior analytical and research skills The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines Leadership Qualities: Analytical and Critical Thinking Ability to positively influence Adapt to change Collaborate Well with Others Customer Focus Demonstrate Initiative and Proactivity Accountable for Results Information Seeking Respect for Diversity Self-Assurance Salary Range: $116,350.00 - $191,155.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Client Servicing Subject Matter Expert - Investment Accounting & Regulatory Reporting are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise. Role Requirements: * Experience in Investment Accounting: Proven track record of managing investment accounting processes including valuation, reconciliation, and reporting. * Process Optimization: Demonstrated ability to identify and implement process improvements that enhance efficiency and accuracy within investment accounting workflows. * Project Work: Experience successfully leading or participating in projects related to investment accounting, including system implementations, upgrades, and process documentation. Desired Skills: * Multi-Basis Accounting: Proficiency in multi-basis accounting principles, including but not limited to GAAP, IFRS, and local regulatory requirements. * Financial Statement Expertise: Strong understanding of financial statements, including balance sheets, income statements, and cash flow statements, with the ability to interpret and analyze results effectively. * Analytical Skills: Excellent analytical and problem-solving skills to assess complex financial data and identify areas for improvement. * Communication Skills: Strong verbal and written communication skills, with the ability to convey complex accounting concepts to both technical and non-technical stakeholders. * Attention to Detail: High level of accuracy and attention to detail in financial reporting and compliance documentation. * Team Collaboration: Proven ability to work collaboratively in cross-functional teams and provide expert guidance to colleagues on investment accounting matters. * Technology Proficiency: Familiarity with accounting software and financial management systems, as well as advanced skills in Excel and data analysis tools. * Regulatory Knowledge: Understanding of relevant regulatory frameworks and compliance requirements impacting investment accounting practices. (BMA, NAIC, FASB, IFRS) Education and Experience: * Bachelor's degree or above in Accounting or Finance-related field, or experience in relevant area of specialization. * 7+ years' relevant experience. What we offer * Business casual atmosphere * Team focused culture that promotes innovation and ownership * Access cutting edge investment reporting technology and expertise * RSUs as well as employee stock purchase plan and 401k with match * PTO and volunteer time off to give back to the community * Defined and undefined career pathways allowing you to grow your own way * Work from anywhere 3 weeks out of the year * Work from home Fridays * Maternity and paternity leave New York Salary: $102,000 - $144,000 Base + Bonus + RSUs Salary Range $102,000.00 - $144,000.00 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 relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

As the non-profit organizations Treasurer, you will be responsible; To ensure that the organization complies with its governing document, charity law, company law and any other relevant legislation or regulations. To ensure that the organization pursues its objects as defined in its governing document. To ensure the organization applies its resources exclusively in pursuance of its objects (the charity must not spend money on activities which are not included in its own objects, no matter how worthwhile or charitable those activities are). To contribute actively to the board of trustees' role in giving firm strategic direction to the organization, setting overall policy, defining goals and setting targets and evaluating performance against agreed targets. To safeguard the good name and values of the organization. To ensure the financial stability of the organization. To protect and manage the property of the non-profit Ensuring equipment and assets are adequately maintained and insured Contributing to the fundraising strategy of the organization Liaise with relevant staff, board members and/or volunteers to ensure the financial viability of the organization. Make fellow committee members aware of their financial obligations and take a lead in interpreting financial data to them. Regularly report the financial position at board meetings (balance sheet, cash flow, fundraising performance etc). Oversee the production of an annual budget and propose its adoption at the last meeting of the previous financial year. Ensure proper records are kept and that effective financial procedures and controls are in place Appraising the financial viability of plans, and proposals Lead on appointing and liaising with auditors/an independent examiner. Oversee the staff in ensuring posting and bookkeeping is kept up-to-date. Oversee payments to creditors as appropriate. Oversee the arrangements to collect payments from debtors and bank payments, to claim gift aid annually and to manage the appropriate records promptly. Experience: Good organizational skills Excellent numerical skills. Commitment to the organisation General IT skills and a willingness to use Judaica4Me IT systems. Ability to work effectively as a member of a team. Strategic vision. Good understanding of risk management and appetite re strategic growth Good, independent judgement. Willingness to speak their mind. Willingness to be available to staff for advice and enquiries on an ad hoc basis. Ability to communicate clearly. Financial qualifications and experience desirable. Some experience of non-profit finance, and fundraising schemes desirable.

There is no AI Strategy without a Data Strategy. Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it is the #1 obstacle companies have in getting GenAI projects into production. We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI. Simply put, Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers. Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise. Our mission is to empower humanity with better answers everywhere. Job Description: We are seeking a highly analytical and strategic Senior Manager of Financial Planning and Analysis to join our growing finance team. The Senior Manager of Financial Planning and Analysis will be responsible for driving financial planning and analysis activities, including budgeting, forecasting, variance analysis, and financial modeling. The successful candidate will be a self-starter with strong attention to detail and the ability to collaborate across teams and departments. What We're Looking For: Develop and maintain financial models to support budgeting, forecasting, and long-term planning on a monthly, quarterly and annual basis Maintain ARR on a weekly and monthly basis with an eye toward opportunities and areas of concern Own investor reporting packages, including project managing other department KPI reporting into those reports Prepare and analyze monthly and quarterly financial statements and performance reports, including income statements, balance sheets, and cash flow statements, and provide feedback and visibility to accounting and departments Provide financial insights and analysis to support decision-making and strategic planning. Collaborate with and lead other departments to develop budgets and forecasts, and to track actual results against budgeted expectations. Conduct variance analysis and identify trends and key drivers of financial performance. Assist and own key areas of the preparation of presentations for senior management and board of directors. Identify opportunities to improve financial performance and operational efficiency. Help build financial reporting capabilities, including dashboards and metrics, to provide actionable insights to various stakeholders. Automate budgeting by incorporating available off the shelf technologies including AI Develop and maintain financial policies and procedures, ensuring compliance with applicable accounting standards and regulations. Serve as central point of contact for outside bookkeeping, internal Sales, InfoSec, and related functions, and liaison with parties necessary to ensure financial efficiency and controls Participate in special projects and ad hoc analysis as needed. What You Bring: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA preferred. 5+ years of experience in financial planning and analysis, preferably in a startup SaaS or technology company. Previous experience at a Big 4 Accounting firm preferred. Strong analytical and problem-solving skills, with the ability to develop financial models and analyze large data sets. Excellent communication and presentation skills, with the ability to present complex financial information in a clear and concise manner. Proven ability to collaborate with cross-functional teams and build strong relationships with stakeholders. Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines. Strong skills in Excel and other financial analysis tools. Familiarity with financial reporting systems and ERP software. What We Offer: Competitive salary: $170,000 - $190,000 Generous equity grant in the form of company stock options Open PTO Comprehensive health and wellness packages Location: Remote work in the NYC Metro Area with travel to Stamford, CT as needed. Why Shelf: GenAI will be at least a $4 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale Our Leadership Team has deep knowledge management and AI domain expertise and enterprise SaaS background to execute this plan We've been helping our customers prevent knowledge mismanagement since our founding in 2017 We have raised over $60 million in funding and our investors include Tiger Global, Insight Partners, Connecticut Innovations, and others We have high velocity growth powered by the most innovative product in our category, 3X growth for 3 years in a row We now have over 100 employees in multiple U.S. states and European countries, and we have ambitious hiring goals over the next few months Our Values: Quality - We're united by our focus on world‑class Quality. Quality in all things - starting with everything that leaves your desk. Everything you touch - every email, report, campaign, and piece of code - should be outstanding. Your work product should blow people away. Having people look at what you've done and say, “Wow.” That's the standard here. Remember that how you do anything is how you do everything. Focus on craftsmanship-your ability to make things better. Momentum - for us means that you should know that the things you're responsible for are moving forward. When you look around and see something that's stalled, get it moving again. We pride ourselves on “ball movement.” When your boss or team leaves you with something, they should return to see measurable progress. Small, continuous movement is our recipe for success. Constantly look for how to make the work around you move forward. We want you to initiate solutions, ideas, and progress. Don't wait for it to come to you-reach out and create movement. All the time. Accountability - We expect every team member to feel that they are accountable for more than anyone might normally expect. Each of us should feel real responsibility for things even at the edge of our control. We consistently share and align on expectations, give each other open and respectful feedback, and use those two drivers to ensure that every agreement we make with one another is clear and complete. Hard Work - We're here to do something difficult together. We care intensely about the mission and we expect that from our teammates. That care means that we work hard here. Hard work comes with long hours, extra effort…and real opportunity at Shelf. Your passion for creating and sustaining output is a part of our DNA. Support each other, cheer each other on, drive the mission forward. Great teams sustain intense effort together to win. Learning Agility - We're innovating in one of the fastest‑moving spaces in history at a time of accelerating global change. That's incredibly exciting and requires each of us to commit fully to learning each and every day so that we can be the best at what we do. None of us know everything. All of us can learn anything. Staying open and constantly curious is a key success driver at Shelf. It also requires humility. We prize people who are consistently humble and open to making mistakes and growing from them. Recognize also that learning itself is a skill…we need you to be really good at it. Keep dialing in your own understanding about how you learn best and push yourself to keep growing. Adapt and Thrive - Overcoming challenges lives deep in our DNA. We have a proud history of understanding and living the reality that obstacles are our opportunities…they're the key to our success. Change is a constant in our business and fighting change is counterproductive. We need you to be good at being uncomfortable and understand that discomfort is the key to growth. Cultivate your own ability to adapt and know that struggling well is something you'll share with every team you're on at Shelf. Our company stories are about thriving through real difficulty…together. Win Together - We win or lose as a team. Always. Everything you do here is connected to the rest of the organization. Part of our shared team environment demands full honesty…real candor and directness with one another. We expect you to constantly be thinking about how to support your teammates and the company, always acting in service to our shared mission and what's best for the organization as a whole.

The Senior Accounts Payable Specialist is responsible for owning and managing the full Accounts Payable (AP) cycle and ensuring accurate, compliant, and timely processing of all payables activities. This role requires a high level of professional judgment, analytical problem-solving, and process optimization, and will serve as a key partner to internal teams and external vendors. This position will independently evaluate invoice discrepancies, analyze and reconcile vendor accounts, recommend and implement process improvements, and uphold strong internal controls. The ideal candidate is detail-oriented, highly organized, and proactive, with an ability to manage high volumes of transactions while maintaining accuracy, efficiency, and scalability. What You'll Focus On: 1. Invoice Processing & AP Operations (30%) Process vendor invoices daily in Ramp, ensuring accuracy, timeliness, and appropriate coding. Review, investigate, and resolve invoice discrepancies independently. 2. Vendor Management & Onboarding (15%) Manage vendor onboarding and maintain vendor master data, including W-9/W-8 forms and contracts. Serve as the primary liaison for vendor inquiries, ensuring professional and timely resolution. 3. Expense Management & Corporate Credit Cards (15%) Oversee distribution, tracking, and administration of company-issued credit cards. Review and approve employee expense reports in compliance with T&E policies. Educate employees on reimbursement and credit card procedures. 4. Reconciliations & Reporting (15%) Reconcile vendor statements, resolve discrepancies, and maintain accurate ledgers. Reconcile AP-related balance sheet accounts, including cash, credit card, AP, and clearing accounts. Support month-end close and provide financial reporting as needed. 5. Compliance & Year-End Reporting (10%) Prepare and submit year-end 1099 reporting in compliance with IRS deadlines and requirements. Maintain documentation to support audit readiness and regulatory compliance. 6. Internal Audit, Analysis, and Process Improvements (10%) Support internal and external audits by providing documentation, analysis, and explanations. Identify operational gaps and recommend process enhancements to increase efficiency and control. Collaborate with finance leadership to establish scalable AP best practices. 7. Cross-Functional Support & Issue Resolution (5%) Respond to internal inquiries related to invoice submissions, payments, and expenses. Provide financial data and analytical support to business leaders as needed. What You Bring: Bachelor's degree in Finance, Accounting, Economics, or a related field. 4+ years of full-cycle accounts payable experience in a high volume environment. Multi-entity preferred but not required. Strong knowledge of W9/W8/1099 requirements and year-end reporting Proficiency in Excel (including VLOOKUPs and pivot tables) Proven ability to manage reconciliations, track variances, and maintain vendor relationships In depth knowledge of Ramp preferred, but not required. Basic knowledge of administrative and clerical procedures and systems Effective written and verbal communication skills Work Condition: This role primarily involves extended periods of sitting and working at a computer, requiring focus and attention to detail. Flexibility and adaptability are key, as the role may involve adjusting to different time zones and work settings. Frequent interaction with cross-functional teams and external vendors Competencies: Excellent analytical, problem-solving, and critical-thinking skills. Detail-oriented, with a high degree of accuracy and the ability to manage multiple priorities and meet deadlines in a fast-paced environment Strong communication and presentation. Ability to work collaboratively with cross-functional teams Ability to problem solve independently Ability to find solutions to increase efficiency and effectiveness Ability to interpret policies, apply judgment, and make independent decisions Familiarity with internal controls and audit standards What We Offer Salary range:$60K-$70K Medical, dental, and vision insurance 401(k) 100% employer-paid Short-Term Disability (STD) 100% employer-paid Life Insurance and option for additional employee-paid Life Insurance 100% employer-paid Accidental Death and Dismemberment (AD&D) Insurance and option for additional employee-paid AD&D Insurance Company holidays Birthday off Paid Parental Leave Flexible Paid Time Off (PTO) Employee Assistance Program (EAP)

This opportunity is with ERAC, Employers Reassurance Corporation a corporate holding of GE Aerospace. We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analyst will join a collaborative investment team responsible for managing over $45 billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain broad exposure across a variety of asset classes, structures, and investment strategies. The Senior Analyst will play a critical role in supporting the evaluation, execution, and monitoring of alternative investments, contributing to the team's overall success. **Job Description** **Roles and Responsibilities** + Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies. + Assist in preparing investment recommendations and presentations for internal committees. + Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics. + Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions. + Contribute to portfolio construction analysis, commitment pacing, and performance evaluation. + Assist with cash flow forecasting and reporting for the alternatives portfolio. + Research industry trends and help identify top managers and emerging strategies across the alternatives landscape. **Required Qualifications** + Bachelor's degree in finance, Economics, Accounting or related field. + 4-6 years of experience in investment analysis, ideally focused on private credit. + Strong analytical and quantitative skills, including proficiency in Excel and financial modeling. + Excellent written and verbal communication skills. + Ability to manage multiple priorities and work collaboratively in a team environment. **Desired Characteristics** + CFA or CAIA progress preferred. + Prior experience within an insurance company environment is highly desirable. + High integrity and professional ethics. + Strong organizational and presentation skills. + Ability to work independently and build effective relationships with internal and external stakeholders. The base pay range for this position is $ 105,000.00 - 139,400.00 - 174,700.00 USD. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary/ commission based on the plan. This posting is expected to close on December 30, 2025 Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs ( _i.e_ ., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. **Additional Information** GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah's Network of Business Advisors serving Arootah's clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at **************************** for more information. WHO WE NEED: Arootah is searching for experienced Controllers to consult to our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience supporting the Chief Financial Officer (CFO) in managing the day-to-day accounting and finance functions for a leading Alternative Asset Firm or Family Office. What You'll Do Best practice reviews. Developing realistic and effective action plans. Breaking apart goals into actionable steps. Advising on vendor selection and oversight. Creating and implementing policies, procedures, and control measures. Evaluating each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Special projects or other areas of need. Maintain the financial records of the firm, through collaboration with and management of the firm's external accounting company and the CFO through the preparation of financial statements, including income statements, balance sheets, shareholder reports, tax returns and regulatory agency reports. Control and review the payroll processing system to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions Manage the month-end close process, which includes collaborating with the CFO, external accountants, and other teams across the firm. Enhance the operational efficiency, timeliness, and quality of the firm's financial reporting through the collection, consolidation, and analysis of financial data. Manage accounts receivables and payables including the timely collection of receivables and payment of invoices. Provide senior leadership with information vital to decision-making processes including budget versus actual reporting, cash balances and forecasted liquidity, and other KPIs such as variances, trends, and deficiencies. Based on historical trends and analyses, build pro forma financial models to help predict the impact of potential decisions. Help to ensure the fiscal integrity of the company's business through the enhancement and management of accounting systems, a strong control environment and checks and balances to minimize risk. Lead the audit and tax processes by working closely with the external auditors and tax accountants and responding to requests as needed. Assist with quarterly and annual SEC and regulatory reporting/filings as it relates to providing all financial and accounting data. Qualifications A Bachelor's Degree in Accounting, Economics, Finance, Mathematics, Business Administration, or a related field. CPA designation or advanced degree (MBA, etc.) is a plus. 6+ years of prior work experience, specifically as a Controller for an Alternative Asset Firm or Family Office. 4+ years of proven experience in a financial or accounting capacity with an Alternative Asset Firm, Family Office, or Big 4 accounting firm. Have extensive experience with cash and working capital management and forecasting, as well as strong technical accounting skills, GAAP accounting, and management reporting experience. Strong technical skills, particularly with Microsoft applications (Word and Excel), and a proven proficiency in accounting software or financial applications (QuickBooks, etc.) In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, tax regulations and financial covenants. Highly organized, strong attention to detail and able to prioritize with excellent management and supervisory skills. Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). Join a well-funded disruptor in finance and technology.Enjoy the flexibility of remote work and choosing your assignments.Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com.