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Elevation Connect - PERFORMANCE FOR PURPOSE Elevation Connect delivers a very different contact center experience. We are a customer service and sales company powered by incredibly talented people who are knowledgeable and passionate, and who respond with authentic care for our customers. Our exceptional team members are inspired by our commitment to helping surrounding communities through our "Performance for Purpose" philanthropic model. When people work for a company with purpose, they are driven to out-perform. If you are interested in joining a team that cares about its customers, employees, and your community, please contact us. Elevation Connect is always on the lookout for candidates to provide extraordinary customer service to our clients. This position are work from home in the United States. We have an exciting opportunity as a Customer Support Representative We are seeking a Customer Support Representative (CSR) who, through Qualify and Transfer (Q&T) can perform a free evaluation of our client's financial situation, asking about their debts, income, and monthly expenses to determine what debt-relief options they may qualify for. The CSR role is largely to explain your options (like debt settlement, consolidation, or credit counseling), educate the client on pros and cons, and then connect or refer them to third-party companies that provide the actual debt-relief services. The client's program is designed to address the growing financial stress faced by individuals struggling with overwhelming debt while also helping consumers regain stability and long-term financial control. We work closely with each person to understand their unique financial situation, reviewing their debts, income, and goals, and then collaboratively identify the most effective debt-relief strategies available. By forecasting the types of support and solutions needed, whether debt management, settlement, consolidation, or counseling, we ensure that clients are matched with the right resources at the right time, empowering them to overcome debt and rebuilding a healthier financial future. Essential Duties and Responsibilities: Conduct initial debt assessments by gathering information on a customer's debts, income, expenses, and financial goals to determine appropriate debt-relief options. Educate customers on available programs such as debt management, debt settlement, consolidation, credit counseling, and budgeting tools. Explain the benefits, risks, timelines, and costs associated with each debt-relief solution in a clear and transparent manner. Match customers with vetted third-party partner organizations that provide the specific services recommended based on the customer's financial profile. Guide customers through enrollment steps, including documentation requirements, account setup, and expectations for the program they choose. Respond to inquiries via phone, email, or chat, providing accurate information, support, and reassurance throughout the customer journey. Maintain detailed and accurate records of customer interactions, assessments, and referrals within the company's CRM system. Monitor customer progress, address concerns, and provide ongoing support or re-evaluations as financial circumstances change. Ensure compliance with all industry regulations, consumer-protection standards, and internal company policies. Deliver compassionate, judgment-free service, helping customers feel supported while navigating stressful financial challenges. Hours: Training will be conducted from 9:00 am to 5:30 pm eastern time Monday through Friday Production hours will be scheduled Monday through Friday from 9:00 am to 9:30 pm eastern time Availability to work should be anytime within this timeframe Training and production dates and hours of operation are subject to change Additional Information: Currently hiring for a target start date of December 19th, 2025 (this date could change) Position is full-time with benefits (medical, dental, vision) and holiday/sick pay. Pay rate is $14 to $15 per hour Requirements: You make it easy for our clients to succeed by building relationships through listening, anticipating and responding to their needs. You thrive on helping others succeed, ensuring that you are providing strong follow-through, a sense of urgency, and putting the client first. You believe in doing the right thing and putting our people and clients first. You are tenacious in everything you do, no matter what the challenges are, never giving up and always focused on achieving the goals ahead. You'll need to have: High School Diploma or GED, and College required Minimum 1 year of prior experience in a contact center, customer service, or sales role/financial services is highly advantageous Previous sales experience is a required Must possess excellent verbal, written and interpersonal communication skills Must be self-motivated and able to work effectively in a team environment Ability to work independently and manage multiple tasks efficiently and effectively by meeting quality standards Possess high level understanding of products and programs offered to members Must possess effective time management skills, sense of urgency and ability to plan and prioritize daily activities Must possess consultative skills and demonstrate ability to adapt to change in a fast-paced environment Must possess ability to receive constructive feedback and demonstrate accountability Must possess critical thinking, problem solving skills and good judgment Must successfully complete required client training and assessments before filling the role. Some experience using a modern CRM Able to operate under high-pressure situations Even better if you have one or more of the following: Fluent in English + Spanish, verbal and written Fluent in English + French (French Canadian preferred), verbal and written Experience handling sensitive or complex customer situations Sales related customer facing experience A basic understanding of personal finance Background in financial services, debt relief, credit counseling, lending, or banking Strong problem-solving and data-gathering skills Work at Home Requirements: Stable high-speed Internet connection at home, must be able to pass a speed test Must have a quiet home office with a door, zero background noise Must have own computer and USB headset Technology Requirements: Windows PC Dual Core CPU (1.5GHz or better) 8GB RAM 20GB Free Disk space Windows 8.1, or 10 mac OS Intel Core i7, 2.3 Ghz 8GB RAM Mavericks OS X, version 10.9, Yosemite OS X, version 10.10, El Capitan OS X, version 10.11, Sierra OS X, version 10.12 Chromebooks and Linux systems are not supported High-speed internet Internet connection should support at least 10Mbps download and 2Mbps upload (20Mbps down and 5Mbps upload or higher recommended) Latency from employee to data center should be under 150ms one-way Wireless connections (Wi-Fi) are not supported. Employees should be directly connected to their ISP router with an Ethernet cable Satellite internet is not currently supported Wired USB Headset, camera and smartphone (for security ID only) required Elevation Connect will ALWAYS contact you directly for any information about your application. We will NEVER ask for fees or personal bank information in the interview process. Please be aware of scams.

Industry background The speed of adoption of Electric Vehicles (EVs) is critical to achieve deep decarbonization of the transport sector. The average gasoline vehicle on the road today has a fuel economy of about 22.0 miles per gallon and drives around 11,500 miles per year. Every gallon of gasoline burned creates about 8,887 grams of CO2. Added-up passengers vehicles emit 10% - 15% of total greenhouse gas emissions.The auto finance industry has a massive entrenched ecosystem of loans and leases. Worldwide auto revenues were around $3 Trillion in 2017. EVs are now at a tipping point where the capital cost and total cost of ownership can be lower than gas or diesel powered vehicles.We would love to hear from you if you want to join a team with deep FinTech knowledge and startup experience, including dozens of success stories and four IPOs. Position OverviewSpring Free EV seeks a motivated financial associate and Excel wizard to support rapid growth in Capital Markets and the company. The successful candidate will have a strong foundation in financial analysis and financial modeling and will be comfortable operating independently, as necessary. Specific tasks that would be expected Building and maintaining financial models that will support lease / MPA (mileage purchase agreement) transactions Review and validation of commercial contracts and facilitating contract execution Review and validation of purchasing agreements and facilitating purchase transactions Inputting and analyzing performance data for pricing, residual value analysis, and portfolio management Ad-hoc support of Capital Markets in various FP&A, revenue analysis, and reporting activities There will be opportunities to develop innovative ideas and support new product design, support the design and implementation of internal processes, policies, and tech platforms, and collaborate across the entire organization as it starts to scale. LocationThe company is 100% virtual and is a Delaware corporation. You will need to be authorized to work in the United States and willing to travel when needed to work safely face-to-face with clients, partners, and fellow team members. Equal Opportunity EmployerSpring Free EV is an equal opportunity employer. We are committed to creating a diverse, equitable and inclusive environment in our organization. Every day we strive to accelerate the adoption of clean mobility options for our customers, communities, and planet.Required Experience Demonstrated experience working in a quantitative role (e.g. investment banking, credit, consulting, accounting, auto finance, solar finance) Excellent financial modeling skills with a strong ability to read, assess, and interpret financial statements Strong research skills with the ability to consolidate and summarize complex financial data and ideas, clearly articulate points, and communicate with various internal and external parties Self-starter, intellectually curious, and quickly able to adapt to new processes and tools Technical Skills: Excel! Desired Experience Lease transaction & analysis experience and/or some other form of quantitative experience in auto finance, transportation, and/or mobility Experience or familiarity with car residual value data / data sources (KBB, Manheim, ACV Auctions, etc.) Experience or familiarity with tax and tax-oriented investments / transactions (e.g. solar PPAs, tax equity, etc.) Experience working in a startup or a fast-growing company environment Technical Skills: VBA / Macros

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be remote with occasional travel to any our of EPIC offices. We will be considering candidates located within about one hour of driving distance to our offices: ********************************************* Position Summary: The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 10 years of experience in the surety or insurance industry is required. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • Strong ability to multi-task and assign priority; • Ability to work effectively and efficiently both with and without direct supervision; • Ability to work effectively and efficiently in a team environment as well as independently; • Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Remote

The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards. Responsibilities: Sales & Marketing: Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities. Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns. Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement. Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools. Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share. Business Consulting & Coaching: Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance. Conduct regular strategic meetings to review metrics, address issues, and maintain accountability. Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges. Build strong, trust-based relationships that support candid coaching and long-term success. Operational Excellence: Ensure franchisees consistently follow brand standards and required processes. Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery. Support system adoption, training initiatives, and the development of operational capabilities across the franchise network. Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools. Financial Performance: Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability. Provide coaching on job costing, pricing strategy, and expense management. Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility. Business Growth & Development: Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments. Support franchise owners in building organizational structures that can scale as revenue growth demands. Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction. Share system-wide best practices to elevate performance across the network. Compliance, Reporting & Communication: Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics. Communicate trends, risks, and opportunities within the consultant's portfolio to leadership. Ensure adherence to brand standards, policies, and contractual obligations. Qualifications: 5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred. Bachelors degree in Business or a related field preferred Demonstrated ability to coach, influence, and motivate business owners toward improvement. Strong business acumen, including the ability to interpret financial statements and operational KPIs. Excellent communication, relationship-building, and problem-solving skills. Ability to manage multiple priorities and adapt coaching style to diverse business owners. Willingness to travel for onsite visits as needed. Familiarity with EOS Traction is a plus Success Traits: Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships. Strategic: Uses data and insight to guide business owners toward smarter decisions. Operationally savvy: Understands how systems, processes, and structure drive performance. Highly relational: Builds trust quickly and communicates with clarity and empathy. Forward-thinking: Identifies risks and opportunities early and acts proactively. Adaptable: Works effectively with different personalities, business models, and experience levels. Expectations: Complete required travel within approved budget guidelines on a per trip basis Maintain a communication log for all franchisee interactions in company software Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues. Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values. Travel up to 25% of the time. Average one 3-4 day trip per month FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss. WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote

We are growing in Columbus! The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion. Essential Functions * Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest * Prospect actively and successfully bringing in new relationships to Northwest * Achieve and exceed budget goals as assigned to Region * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Encourage clients and their employees to maintain their personal banking at Northwest * Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business * Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships * Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio * Manage a commercial loan portfolio * Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in conjunction with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations * Participate in continued sales, product and credit training * Maintain a working knowledge of all treasury management services * Complete all required Compliance training in a timely basis * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment * Complete special projects as assigned Education, Experience and Skills * Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing * More than 15 years of commercial lending experience * Experience managing a sales team * Experience consistently delivering strong sales performance and exceeding goals * Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products * Strong negotiating skills in terms, loan structure, and pricing. * Commercial credit and sales training from a banking organization or equivalent preferred. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

At Sequoia Connect, we provide IT Services & technical recruiting services to global companies and we are looking for a full-scale Administrative Assistant to help continue with this growth. The Management Operations Team is looking for a Bilingual Administrative Assistant to help support the growth of our company and teams. The ideal candidate will partner with our Managers and People Team to build out creative strategies to improve efficiency. You should be comfortable working alongside operation managers, hiring managers, headhunters, and candidates, ensuring that expectations are exceeded and striving for the best management experience. Responsibilities: Generate customer invoices and credit memos and issue timely statements Accurately post client payments Accurately record journal entries and manage customer deposit register Build and maintain the relationship with clients' finance teams Monitor client accounts and maintain collection log Address ongoing customer complaints concerning billing or service rendered Make daily collection calls and emails Work closely with Accounting Managers to ensure accuracy in billing and collections procedures Prepare and present a weekly reporting package to management on the status of AR Lead meetings with the Sales Team to verify the status of delinquent accounts to solicit payments on overdue invoices Inform management of all accounts that need to be written off to bad debt Management and control of incidences of personal and IMSS, payment of payroll. Maintain flexibility to work on special projects and other duties as needed Performs general office work; copying, faxing, filing, scanning, and handling correspondence. Responsible for identifying and reporting any issues with facility, staff, or clients Responsible for accounts receivable and accounts payable for multiple entities Preparation of bank reconciliations in support of financial statements Assist with accounts payable transactions, including expense reimbursement reconciliation and entry, invoice processing, and vendor check runs for multiple entities Data entry of vendor invoices into accounting software Perform physical and electronic filing duties according to established procedures Assist with recording credit card transactions for multiple entities To support office staff as assigned. Other duties as assigned by management Requirements: Bachelor's degree in Accounting or related degrees Minimum of 6 months of experience in related activities Must be an organized multi-tasker with the ability to prioritize and meet deadlines Excellent interpersonal skills and the ability to adjust and interact with all levels of personnel Demonstrated ability to work independently in a fast-paced environment Strong sense of responsibility High personal integrity Remarkable organizational skills and relentless drive to improve efficiency Detail-oriented Strong knowledge of Excel, G-Suite suite including Docs, Sheets, and Gmail Strong organizational clerical, problem-solving, and communication skills. Ability to effectively interface with all department staff Strong teamwork and ability to welcome differences when working alongside others Friendly and approachable Strong written and verbal communication skills (English and Spanish) Availability: We're looking for Home Office candidates with only one day at the office per week. Willing to have a base salary and bonuses. Language Advanced English. Native Spanish. Note: Work-from-home flexibility. If you meet these qualifications and are pursuing new challenges, Start your application to join an award-winning employer. Explore all our job openings | Sequoia Career's Page: ********************************* Requirements: Bachelor's degree in Accounting or related degrees Minimum of 6 months of experience in related activities Must be an organized multi-tasker with the ability to prioritize and meet deadlines Excellent interpersonal skills and the ability to adjust and interact with all levels of personnel Demonstrated ability to work independently in a fast-paced environment Strong sense of responsibility High personal integrity Remarkable organizational skills and relentless drive to improve efficiency Detail-oriented Strong knowledge of Excel, G-Suite suite including Docs, Sheets, and Gmail Strong organizational clerical, problem-solving, and communication skills. Ability to effectively interface with all department staff Strong teamwork and ability to welcome differences when working alongside others Friendly and approachable Strong written and verbal communication skills (English and Spanish)

JOB SUMMARYUHY is a global accounting network with 330 offices and 8,600 staff in 101 countries. In the United States, UHY provides audit & assurance, tax, advisory, and consulting services. Our Resource Solutions Group delivers specialized services for the Office of the CFO, offering experienced interim professionals for a wide range of accounting and finance projects.JOB DESCRIPTION Leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements: Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Requirements 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Bachelor's degree CPA or equivalent certification preferred Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) We Offer Diverse project opportunities with mid-market to large enterprises Comprehensive benefits: Medical/dental/vision insurance, Paid Time Off, Paid Holidays, 401K, Life Insurance WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Job Description Regional Director of Operations- must live within our region: OK, AR, SC, NJ, OH, or GA Provincial Senior Living, proudly part of the Discovery Senior Living family of operating companies, manages lifestyle-focused senior living communities. Our company, which was built on our “Pillars of Excellence,” employs thousands of vital Team Members and is committed to providing a positive work environment and culture that recognizes their value in providing excellent experiences for our residents. We offer rewarding career opportunities that include: Competitive wages Access to wages before payday Flexible scheduling options with full-time and part-time hours Paid time off and Holidays (full-time) Comprehensive benefit package including health, dental, vision, life and disability insurances (full-time) 401(K) with employer matching Paid training Opportunities for advancement Meals and uniforms Employee Assistance Program Our community is looking for a Regional Director of Operations to join our team. The Regional Director of Operations supports, leads and directs the Communities to operational and financial success. Directly responsible for achieving each Community's resident satisfaction, delivery of resident care and services, occupancy and revenue goals. Responsibilities: Manages the organization's operations by directing and coordinating activities consistent with established goals, objectives, and policies of Morada Senior Living. Communicates a clear, resident focused vision to communities Reviews annual resident satisfaction survey. Develops and deploys programs to ensure and increase resident satisfaction Manages the Executive Director of each community. Holds Executive Director accountable for achievement of community specific and organization wide goals Develops plan to meet NOI expectations with each Executive Director Ensures budgeted revenue is achieved or exceeded by maximizing occupancy Develops and executes plans to increase occupancy Reviews monthly financial statements, implements plans of action with Executive Director for deficiencies Manages Regional Director of Resident Care. Responsible for ensuring compliance with state and federal guidelines and standards of care are followed. Maintains strong knowledge of competition Performs above duties by being a visible presence in the communities Generally, spends four days per week at the various communities. Remainder of work is regularly performed from the corporate office Other duties as assigned Supervisory Responsibilities: Oversee and/or manage efforts related to recruitment, hiring, employee relations and separations of Community Leaders in accordance with policy. Responsible for oversight of Community Executive Directors, maintaining full responsibility for efficient operations and compliance with the financial goals established in the approved Operating Budget within the Region. Responsible for oversight and direction of Directors of Resident Care. Responsible for delegating authority, responsibility and accountability to the responsible leader. Lead the Regional team in support of the mission and values of the organization in accordance with community values. Demonstrate an attitude of teamwork when interacting with Community Team Members; take ownership of job responsibilities through prompt and appropriate follow-up to issues as they arise (ensuring appropriate resolution); anticipate needs of residents and/or Community Team Members in a proactive fashion. Promote development of team management skills, capabilities and sharing of best practices through participation in and leadership within Region. Qualifications: A minimum of a Bachelor's degree in a related field A minimum of five years' experience in a Senior Living leadership role that includes Sales/Operations responsibilities If having a direct impact on the lives of others is appealing to you, apply today and join our team! No agencies, please. We do not accept any unsolicited resumes from agencies under any circumstances. We receive inquiries from agencies daily. Agencies should not direct any inquiries or emails to hiring managers. Thank you. EOE D/V

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members Assist origination team in identifying and closing target counterparties (across industries and asset types) Prepare financial models and related analysis to support investment recommendations and track ongoing investments Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing. Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years' relevant experience in law, finance/credit, or advisory/consulting Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation Strong written/oral communication, equally comfortable with expert and non-technical colleagues Excellent organizational skills and high attention to detail Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods Ability to thrive in a fast paced, growth focused environment Nice to Have: First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables Prior extended experience at a hybrid or remote-first organization

Actively participate in the completion of assurance and tax procedures. Complete financial statements audits, reviews, tax returns, and other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development. Tasks: Assist in the execution of audit, review and other assurance engagements or other projects for clients. Prepare financial statements and other related documents. Perform analysis of financial and non-financial information for clients. Participate in audit and review reengineering meetings. Prepare partnership, corporate and individual tax returns. Update depreciation schedules. Prepare projections based upon financial data and income and expense projections. Conduct internet research. Profitability: Complete assignments within established budget. Achieve charge hour budget and minimum billable hours as established by Firm. Strong PC skills and ability to learn and become proficient in majority of software utilized by Assurance and Tax Departments. Complete accurate, neat, organized workpapers and other documents free of basic grammatical, spelling and calculation errors. Ability to quickly learn new techniques and processes. Ability to manage multiple tasks and responsibilities. Practice Growth: Represent firm and build relationships by participating in outside activities. Develop and demonstrate strong leadership skills. Develop strong written and verbal communication skills. Develop strong and efficient organizational skills. Client Focus: Develop and display knowledge of GAAP, GAAS, tax rules and regulations, and demonstrate good judgment. Understand the rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio. Collaborate with team members and other associates within the Firm to identify client needs and develop recommended solutions to problems. Brand Culture/Development: Exemplify Brand Attributes of the Firm. Comply with all policies and procedures of the Firm. Demonstrate ability to work in a team environment and address conflict with peers. Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills. Work Experience and Education: Must be working towards a BA or BS in accounting or a related field. Must be eligible to sit for the CPA exam upon graduation. Strong proficiency in the use of technology and basic PC applications (Excel, Word). Organizational Relationships: Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process. Special Requirements: Reliable transportation for on-site client work. Ability to work evenings and weekends based on time of year and client demands. GBQ participates in E-Verify.

This role is for one of Weekday's clients. We are currently helping hire for one of the leading AI labs (via one of our partners); supporting them in training and refining their AI models. This is a unique opportunity to apply your Accounting and Audit expertise toward shaping the next generation of intelligent systems used in finance, compliance, and risk assessment. You will leverage your professional background to review, refine, and validate AI-generated outputs across accounting standards, audit practices, and financial reporting. Requirements What exactly would you do? Review and refine AI-generated accounting analyses, audit reports, and financial statements Validate AI outputs for compliance with GAAP, IFRS, and other relevant standards Provide structured feedback on clarity, accuracy, and adherence to accounting principles Tag and organize content by accounting topic, industry sector, or complexity level Support benchmarking efforts to assess AI model performance in financial domains Requirements 🎓 Education: Bachelor's degree in Accounting, Finance, or a related field (Master's degree or MBA with accounting concentration is a plus) 💼 Experience: 2+ years of professional accounting experience, ideally at top-tier public accounting firms (e.g., Big Four), Fortune 500 finance/accounting departments, or in specialized areas such as government, nonprofit/fund, forensic, or international accounting 📜 Certifications: CPA, CA, CMA, or ACCA preferred 📊 Skills: Strong technical knowledge of GAAP, IFRS, and other reporting/regulatory frameworks Expertise in core processes: financial reporting, budgeting, tax compliance, month-end close, reconciliations, revenue recognition, consolidations, and internal controls Experience in specialized areas like forensic accounting (fraud detection), government accounting (public sector compliance), nonprofit/fund accounting, or cross-border accounting (GAAP vs. IFRS, transfer pricing) Excellent analytical, documentation, and communication skills with the ability to simplify complex concepts 📍 Location: Remote (must be based in the US, UK, Canada, or Europe) Benefits 💵 Compensation: $40 to $90 per hour (based on experience and location) 🕒 Time commitment: 15-25 hours per week (with flexibility to extend up to 40) ⏳ Project duration: 1-2 months 🌍 Fully remote, asynchronous work offering maximum flexibility 📑 Independent contractor engagement, with daily payments via Stripe Connect Application & Onboarding Upload your resume Complete a short, 15-minute AI interview to discuss your background and experience Receive follow-up communication within a few days with next steps and onboarding details

Job Description Wojeski & Company is an Albany, New York based CPA mid-size Firm with an excellent reputation and a great culture. We are "accountants with personality" known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides audit, tax, and consulting services to a broad range of clients. Position Summary: The Audit Associate will be responsible for performing necessary procedures in attestation engagements for clients in accordance with applicable accounting standards. This position will assist audit senior associated and managers with tasks and assigned projects, and work with a diverse client base. The audit associate should be eager to develop the fundamental knowledge and technical skills to grow into a senior role within the firm. Responsibilities: Perform and assist with audits, reviews and compilations for clients in various industries. Prepare financial statements, reports and other required compliance information. Assist with the coordination of the planning, fieldwork and wrap-up of engagements. Develop effective working relationships with clients Communicate with managers and partners, keeping them apprised of project status Interaction with clients to help ensure that requests and information is received for the engagement Have initiative to learn and develop new audit and attest skills Maintain and promote the ideals, values, mission, and vision of Wojeski & Co. Qualifications: Bachelor's or Master's degree in accounting CPA candidate, if not already obtained 1+ years of public accounting auditing experience Strong computer skills Strong written and oral communication skills Ability to work addition hours during peak client service delivery times Benefits and Perks Include: Company Outings In-Office Events Competitive compensation and PTO 401(k) program with employer match Discounted Financial Planning/Counseling Flexible Schedules Reduced Summer Hours Work From Home Policy CPE Exam Reimbursement Health and Wellness Benefits Mentorship and Learning Development

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.

About Us: At EIDLexit, we are dedicated to assisting small businesses with dissolving their companies and resolving defaulted Economic Injury Disaster Loans (EIDLs) and SBA 7a loans. As a rapidly scaling company, we take pride in our innovative solutions and exceptional client support. Join our team and be part of a mission that is truly making an impact while building your career in a high-growth environment! Role Overview: We are seeking a detail-oriented and proactive professional to join our Client Success Team as a Client Success Specialist. Working collaboratively alongside our Client Success Lead, you will play a crucial role in advancing client projects through either business closure processes or EIDL package compilation. This position offers the perfect balance of independent responsibility and team support, allowing you to develop specialized expertise while contributing to our clients' successful outcomes. The ideal candidate thrives in managing multiple concurrent projects, demonstrates strong organizational skills, and takes ownership of their project segments while maintaining seamless collaboration with the broader team. Key Responsibilities: Project Advancement: Take ownership of specific project components (business closure or EIDL package compilation) and drive them toward successful completion within our target timeline Client Communication: Maintain professional communication with clients primarily via email, with occasional phone or virtual meetings as needed to gather information and provide updates on project progress Document and Information Management: Efficiently collect, organize, and process client documentation and information required for your assigned project components Team Collaboration: Work closely with the Client Success Lead to ensure seamless project handoffs and maintain consistency in client experience Quality Assurance: Ensure accuracy and completeness of all work products while maintaining attention to detail in high-volume environments Process Optimization: Contribute insights and suggestions for improving workflows and efficiency within your area of specialization Skills and Qualifications: Education: High school diploma or equivalent; an associate or bachelor's degree preferred Experience: Previous experience in project coordination, document management, or client support roles. Familiarity with business documents, financial statements, or government filing processes a plus Organizational Excellence: Proven ability to manage multiple projects simultaneously while maintaining quality and meeting deadlines Communication Skills: Strong written communication abilities with professional email etiquette and clear, concise messaging Technical Proficiency: Comfortable with Microsoft Office Suite, database management, and learning new software platforms. Experience with HubSpot and AI tools desired Emotional Intelligence: Exceptional emotional intelligence and empathy with the ability to remain calm and solution-focused while managing sensitive financial situations with business owners experiencing hardship Independence and Collaboration: Self-motivated with strong initiative while also being an effective team player who communicates well with colleagues Attention to Detail: Meticulous accuracy when handling sensitive financial and legal documents Success Metrics: Success in this role is measured by contribution to client satisfaction scores (NPS/CSAT), timely progression of assigned project components, and maintaining quality standards that support our project completion goals. Benefits: Competitive salary with growth potential as we scale Exceptional opportunities for professional development and career advancement in a rapidly growing company Supportive, collaborative remote work environment Flexible working hours Work-from-home setup with provided technology Opportunity to specialize and become an expert in business closure or SBA loan resolution processes Work Hours: This is a fully remote position. Standard working hours are 8 am - 5 pm CST US, Monday through Friday, with flexibility as needed. We look forward to welcoming you to our team!

Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: **************** *********************************************** Job Description Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: **************** *********************************************** As an Intern with Accurent, you will gain valuable experience in the following areas: Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate. Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing. Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach. Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients. Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements. Miscellaneous Support and Administrative Responsibilities The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions. Qualifications Completed or pursuing a bachelor's degree at a leading higher education institution Solid Excel, accounting and corporate finance knowledge Loyalty toward the firm Commitment to fulfill all tasks given beyond expectations Unrivaled work ethic A willingness to work independently An insatiable appetite to learn about investment banking Additional Information All your information will be kept confidential according to EEO guidelines. Industry Investment Banking Employment Type Full-time

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. Public Partnerships LLC supports individuals with disabilities or chronic illnesses and aging adults, to remain in their homes and communities and “self” direct their own long-term home care. Our role as the nation's largest and most experienced Financial Management Service provider is to assist those eligible Medicaid recipients to choose and pay for their own support workers and services within their state-approved personalized budget. We are appointed by states and managed healthcare organizations to better serve more of their residents and members requiring long-term care and ensure the efficient use of taxpayer funded services. Our culture attracts and rewards people who are results-oriented and strive to exceed customer expectations. We desire motivated candidates who are excited to join our fast-paced, entrepreneurial environment, and who want to make a difference in helping transform the lives of the consumers we serve. (learn more at ****************** Duties & Responsibilities: Job Summary: The Revenue Recognition Manager will be responsible for overseeing the revenue recognition process to ensure compliance with ASC 606 and other relevant accounting standards. This role involves collaborating with various departments to ensure accurate and timely revenue reporting, analyzing complex revenue transactions, and providing guidance on revenue recognition policies and procedures. Key Responsibilities: Manage the revenue recognition and deferred fulfillment cost process, ensuring compliance with ASC 606 and other relevant accounting standards in the health care industry. Review and analyze revenue transactions to determine appropriate revenue recognition treatment. Develop and implement revenue recognition policies and procedures. Collaborate with cross-functional teams, including RCM, PMO, and Account Management, to ensure accurate and timely revenue reporting. Prepare and review revenue-related journal entries and account reconciliations including bad debt reserve and denial claim reserve. Monitor and analyze revenue trends and variances, providing insights and recommendations to senior management. Assist with the preparation of financial statements and disclosures related to revenue recognition. Support internal and external audits related to revenue recognition. Provide training and guidance to team members on revenue recognition policies and procedures. Required Skills: Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Ability to work independently and manage multiple priorities in a fast-paced environment. Excellent communication and interpersonal skills. Proficiency in Microsoft Excel and other accounting software. Preferred Qualifications: Experience with ERP systems such as Workday. Experience in the healthcare industry. Qualifications: Education: Bachelor's degree in Accounting, Finance, or a related field; CPA Preferred. Experience: Minimum of 5 years' experience in revenue recognition or a related accounting role. Working Conditions: Remote setting Supervisory Responsibility (If applicable): TBD Compensation range: $120,000 - $150,000 annually The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities, or skills of personnel so classified PPL is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PPL, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PPL will not tolerate discrimination or harassment based on any of these characteristics. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Collections Specialists are responsible for resolving overdue bills and collecting payments from the individuals or businesses responsible for the debt. Identifying accounts with overdue payments and keeping records of the amount owed and the length of the delinquency.Essential Job Duties & Responsibilities: Increase the collection of outstanding payments within our personal finance department, as an individual contributor in the collections process Identify accounts with overdue payments and find solutions to help bring their loan to a current status Maintain daily, weekly and monthly collection and metric goals Outbound/Inbound calls with clients to resolve debts owed All in compliance with Goodleap's collections policies and procedures Required Skills, Knowledge & Abilities: 1-2 years of direct experience in credit and collections; knowledgeable in sales, negotiation and persuasion tools Excellent verbal and written communication skills Prior telemarketing experience with financial products preferred Proficiency with Microsoft Office applications Self-motivated and extremely goal-oriented Team Player Professional demeanor Compensation: $18.00 / hr. +bonus Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

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.

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.