Valuation Consultant remote jobs

Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.

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.

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, with 500+ employees, and growing fast Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Our values are publicly available: ************************* We offer generous cash & equity compensation Health, dental, and vision coverage for you and your dependents Wellness and commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Department Operations Employment Type Full Time Location Remote Workplace type Fully remote Reporting To Director, Data Analytics and Reporting Key Responsibilities Qualifications Benefits and Perks About ImpactAssets ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.

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

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. * Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: * Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials * Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications * Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives * Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception * Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website * Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences * Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning * Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You * Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance * Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts * Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences * Proficient in Excel and Google Suite; experience with financial research tools is a plus * Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture * Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset * Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions * Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience * Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: * Experience with AI, SaaS, or consumption-based business models * Comfort handling ambiguity and working with minimal supervision * Experience working with pre-IPO companies * Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda * Founded in 2012, with 500+ employees, and growing fast * Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove * We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG * Our values are publicly available: ************************* * We offer generous cash & equity compensation * Health, dental, and vision coverage for you and your dependents * Wellness and commuter stipends for select roles * 401k Plan with 2% company match (USA employees) * Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

We are looking to rapidly expand, providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time) . Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game-plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers: Flexible schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home Key Responsibilities: Study, Learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days Entrepreneurial spirit is key. Preferred Qualities: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented You can work independently and work well as a team player Income Model: 100% COMMISSION INCOME Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses Do not apply if you are looking for a punch-in punch-out type of job. This can be an uncapped part-time opportunity for those looking for an additional source of income. Powered by JazzHR Compensation details: 82000-125000 Yearly Salary PI1d951524d52d-31181-38230194 RequiredPreferredJob Industries Other

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and real human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're not just clocking in; you're building an asset. We provide the platforms, mentorship, leads, and proven systems so you can focus on serving families, growing your income, and developing into a leader. What you'll do - Meet virtually or in person with families who have requested information about life insurance, mortgage protection, and retirement strategies. - Listen, ask great questions, and help clients find solutions that fit their goals and budget. - Submit applications through our carrier partners and follow up with clients to ensure a smooth onboarding process. - Plug into our training, coaching, and leadership development so you can grow from producer to builder and, ultimately, business owner if you choose. What we provide - Commission-only structure with uncapped earning potential. - Remote-first model with flexible scheduling. - Step-by-step training and mentorship from field-tested leaders. - Multiple carriers and products so you can do what's truly best for the client. - A culture built on growth, ownership, and breaking generational poverty. Who this is for - You're hungry, coachable, and willing to follow a proven system. - You want to build something that feels like yours - not just punch a clock. - You're comfortable being paid directly in proportion to the value you create. - You care about people and want your work to matter. If you're serious about building a better financial future for yourself and the families you serve, we'd love to talk.

As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. We are currently searching in all territories in the US. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events Work with the advisory team to implement investment plans and coordinate adjustments Monitor client investment portfolios and performance Communicate insights for clients regarding essential contributors and detractors Advise high net worth clients as needed and consult mid-market institutional clients Coordinate the creation of detailed wealth management plans for individuals Organize the creation consulting reports for institutions Help present plans to clients effectively and clearly Actively seek new business opportunities Develop essential knowledge of our financial planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce) Participate in regular internal meetings Work on a schedule that best suits client needs Qualifications Bachelor's degree or higher 5+ years' relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record of achieving new business a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.

It's a new day with a new opportunity at 8am! About the role: 8am is looking for a Financial Analyst to assist the CFO with general finance initiatives, budgeting, forecasting, financial reporting, and analysis. The Financial Analyst will operate as part of a dynamic team directly assisting the CFO and other high level management with the aforementioned strategic initiatives, providing substantial opportunity for leadership experience and professional development. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000's fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: Assist Finance Department with development of financial forecasts and budgets Engage in the annual planning process and on-going quarterly forecasts Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans. Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO. Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures. Assist in development of quarterly reports that are distributed to 8am's member benefit programs and integrated partners. Assist with the continued development of budgeting, financial forecasting, and operating plan Support management team and department heads with analysis and reporting as needed Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance Increase productivity by developing automated applications and reports; coordinate information requirements Develop financial models, conduct benchmarking and process analysis About you: Highest standards of accuracy and attention to detail in a dynamic, multitasking environment Solid knowledge of general accounting and financial planning Able to work independently Advanced proficiency in Excel Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result Extensive database experience as well as working with BI tools such as Tableau Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement-values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast ; Outshine Ordinary , and We Find a Way . These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Additional Information The pay range for this position is between $39.00 - $44.00 US per hour. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. This position is non-exempt and eligible for overtime. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent who share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow-up.

Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity. SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment. Banner Finance Consultant Summary & Responsibilities Discover flexible part-time roles at SIG offering varied hours and exciting project assignments. If you're eager to dive into consulting projects as they arise, and can commit to traditional business hours, we want to hear from you-apply now! As a forward-thinking company, we are shaping the future of higher education and seeking talented individuals with experience in the Ellucian Banner Finance module for part-time opportunities within our organization. Part-time consultants' weekly hours vary, up to 30 per week, depending on project needs. Some assignments are long-term, while others may be short-term. This role involves direct client interaction, so availability during standard business hours is required. Are you a seasoned professional with multiple years of college or university experience in Finance leadership or as a Consultant working directly with the Ellucian Banner Finance module? In this role, you will be working with clients to implement and optimize Ellucian Banner. Your expertise in Banner, Finance business processes, and best practices will drive successful outcomes for our clients. SIG employees work remotely and occasionally travel to client sites. Collaborate with business units to understand financial operations and requirements. Consult with clients in ways to utilize various technological tools to help improve business processes. Configure the Banner financial module to meet business needs. Provide expertise in using Banner to improve and automate business processes within the finance office at a college or university. Assist in testing and implementation of financial software. Troubleshoot issues related to system usage, configuration, and data integrity. Provide end-user training and support documentation. Keep abreast of industry changes and recommend system enhancements to increase efficiency. Required Qualifications 5 or more years working within the Higher Education Industry. 5 or more years of experience working with Ellucian Banner, demonstrating advanced user proficiency. Experience implementing the Banner Finance module at a college or university. Strong knowledge of financial operations, including general accounting, budgeting, and purchasing within the higher education industry. Experience in a consulting capacity, focusing on enhancing business processes and demonstrated success in creating efficiency. Ability to troubleshoot functional issues within Banner and communicate user requirements to the technical support team. Exceptional oral and written communication skills and a proven customer service approach. Preferred Qualifications Experience managing project-based work. Bachelor's or Master's degree in Finance, Accounting, or related field. Certified Public Accountant. Pay Transparency The range for this role is $45-63 per hour 5% company contribution to 401k Enthusiastic about full-time opportunities? Apply now, and we'll gladly consider you for our next full-time position. The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG. SIG is an Equal Employment Opportunity employer California Consumer Privacy Act Notice

We are changing FINANCE to finance CHANGE! At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them. Join the Movement We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do. If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place. Now Hiring: FP&A Analyst We're looking for a remote Financial Planning & Analysis (FP&A) Analyst who will play a key role in supporting the bank's financial strategy and decision-making processes. This position is responsible for budgeting, forecasting, financial modeling, and performance analysis to drive informed business decisions and ensure financial health. The FP&A Analyst collaborates with cross-functional teams to deliver actionable insights and recommendations to senior management. This is more than a job - it's your opportunity to make a difference! Thrive at Climate First Bank At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance. Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors. Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine. Financial Wellness & Wealth Building - we invest in your future with our 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options. Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product. Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering. Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP) with free counseling, legal, and financial services. What You'll be driving as an FP&A Analyst Develop, maintain, and enhance financial models for budgeting, forecasting, and long-range planning. Prepare monthly, quarterly, and annual financial reports analyzing variances, trends, and key performance indicators (KPIs). Support the budgeting and forecasting processes by gathering data, coordinating with business units, and ensuring accuracy and timeliness. Conduct ad hoc financial analyses to support strategic initiatives, capital allocation, and cost management projects. Collaborate with department heads to understand business drivers, risks, and opportunities, providing financial guidance as needed. Monitor and report on the bank's financial performance against targets, proactively identifying areas for improvement. Assist with regulatory reporting and ensure compliance with internal controls and policies. Participate in the development and implementation of financial systems and process improvements. What You'll Leverage in this Role Bachelor's degree in Finance, Accounting, or a related field. 2+ years of experience in FP&A, financial analysis, or related roles, ideally within the banking or financial services sector. Strong proficiency in Microsoft Excel, financial modeling, and data analysis; experience with financial software and ERP systems a plus. Solid understanding of banking industry financial statements, products, and regulations. Excellent analytical, problem-solving, and quantitative skills. Effective communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders. Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment. High level of integrity and commitment to confidentiality. What to expect from your physical environment: Full-time, remote work as per company policy. Standard banking hours, with occasional overtime during peak reporting periods. Frequent communication (speaking and listening) in person, via email, text, phone or video chat. Frequent use of PC, including typing or sustained attention to monitor. Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty. We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process. You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue! We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time. As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat. What to expect from the hiring process: HOW TO APPLY: You can easily apply through the official application link. Resumes sent via email or other unofficial channels may be reviewed with significant delays or not at all. All applicants will receive confirmation that their application has been received. We can't wait to meet you! But we often receive large volumes of applications that can significantly impact processing times. We appreciate your patience! We will email or text you with updates on your application and will be alongside you every step of the way! Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

Who's the partner of choice for companies seeking digital transformation and seamless ERP implementations? They're turning to Blytheco, of course, a top Acumatica partner. We've got an incredible opportunity for you to showcase your ERP expertise, business savvy, and exceptional client service skills as an Acumatica Consultant. In this dynamic role, you'll work alongside an accomplished team of Acumatica MVPs and professional services specialists to deliver robust solutions that give our clients a competitive edge in the marketplace. Both experienced Acumatica Consultants AND Accounting/Finance Power users are encouraged to apply. We'll provide the tools, training, and mentorship needed to become a successful Acumatica consultant or take your consulting career to the next level. Join Blytheco, the experts in mid-market ERP implementation. Our Role: Using their strong ERP knowledge and implementation experience/training, our Acumatica Consultant will collaborate with a team of talented professional services specialists to deliver a world-class software implementation experience to our clients. As an Acumatica Consultant, you will: Strategically guide clients through the software implementation process. Deliver informative, insightful, and engaging training. Provide timely, impactful post-implementation service and support. Leverage software to guide clients to the most thoughtful and comprehensive outcomes. Role Responsibilities: Conduct in-depth discovery meetings targeted at understanding, capturing, and identifying the complex business requirements and operational objectives of the client. Produce professional documentation of current challenges, future requirements, and benefits in a manner appropriate for clients and prospective clients; create Statements of Work (SOW). Perform project scoping, planning, business process mapping, UAT testing. As the Subject Matter Expert on the solution, provide guidance and direction to both internal implementation team and client implementation team. May contribute to the business development process by participating in sales calls, assisting with proposal development, and delivering presentations. Deliver insightful, engaging (and fun!) training sessions via phone, web, or in-person. Provide prompt, exceptional client service and support. Day in the Life of our Acumatica Consultant: Actively participate in the software implementation process. Schedule and participate in discovery meetings with clients to gather requirements for the implementation project. Create and update Statements of Work. Lead configuration sessions with clients. Business process mapping and data migration. User acceptance testing. Create training documents and lead training sessions with clients. Participate in sales calls, acting as a Subject Matter Expert on the software. Respond to support calls and resolve issues in a timely manner. Attend project status meetings. Travel to client sites (as needed). Role Requirements: Skills and Expertise Possess a minimum of 2-3 years of experience as an Acumatica Consultant OR 2-3 years of experience as an Acumatica Power User with a solid Accounting/Finance background. Bachelor's degree (preferred). CPA license a plus. In-depth accounting/finance experience required. Project scoping, planning, requirements gathering, business process mapping and end-to-end process experience is a plus. Solid understanding of common industry business practices related to accounting and operations, as well as an advanced understanding of accounting theory, accounting systems, financial reporting, U.S. GAAP, and IFRA. Ability to manage multiple projects successfully, while meeting deadlines. Outstanding organizational, time management, communication, and listening skills required. Exceptional interpersonal, client service, decision-making, and analytical abilities. Ability to function effectively in collaborative, team-oriented, matrix environment, and build strong relationships with managers, co-workers, clients, vendors, and internal clients. Working knowledge of MS Office, Outlook, and proficiency with CRM tools. Ability to travel, as needed. Benefits and Perks: We recognize that our success begins and ends with our valued team members, so we pay it forward by offering a comprehensive lineup of benefits & perks that promote health and wellness, work/life harmony, and peace of mind. Competitive compensation plan Medical, dental, vision coverage Company-paid life insurance Options for additional insurance coverages 401(k) Plan Paid Time Off accruals Company Paid Holidays Tuition reimbursement and on-going training opportunities Employee Recognition and Leadership Programs Annual Company Conference - “Quest for Excellence” Employee Referral Bonus Program Opportunities to give back to the community Our award-winning culture That incredible feeling of satisfaction that comes from knowing that what you do truly does make a difference! About Blytheco Blytheco is the transformation partner of choice, providing business software, consultation, implementation services, education and support. Our focus is creating successful client experiences and positive outcomes. For over 45 years, Blytheco has guided business transformation through thoughtful decisions, trusted relationships, and a focus on client success, all with emphasis on delivering elegant software solutions. We've even won a few employee-centric awards along the way, like being voted one of the Best Places to Work, Top Places to Work and an Inc. Best Workplace!

Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed across the U.S., Canada, Mexico, and beyond, we offer personalized financial solutions that truly make a difference in our clients' lives. Why This Role is Perfect for You: You've worked hard throughout your life and are now looking for a way to stay active, leverage your experience, and earn extra income-all while working from the comfort of your home. This isn't just another job; it's an opportunity to continue contributing to society and help others achieve financial security on your own terms. The Role: As a Financial Consultant, you'll apply your wealth of experience to guide clients toward financial independence. Your role is to understand their needs, offer tailored solutions, and help them make confident decisions that secure their future. Key Responsibilities: Educate with Experience: Use your knowledge and life experience to educate clients about financial strategies that align with their goals. Your advice will be valued and trusted. Consult with Confidence: Present clear, compelling financial solutions that clients can rely on. Your years of experience will give you the credibility and assurance needed to close deals. Stay Updated: Keep up with the latest industry trends and regulations to ensure your advice is always accurate and compliant. What You Bring: Experience and Wisdom: A valid state life insurance license (or the willingness to get licensed with our support) demonstrates your readiness to make a difference. Trust and Integrity: Passing a background check is essential, and your reputation for reliability and honesty will build lasting client relationships. Desire to Stay Active: Your eagerness to continue contributing to society, coupled with your wealth of experience, makes you the perfect fit for this role. Flexible Availability: Commit 5-10 hours a week to this part-time role, allowing you to work at your own pace and on your own schedule. What's in It for You? Work from Home: Enjoy the flexibility of working from home, with a schedule that fits your lifestyle while allowing you to stay engaged and active. Meaningful Impact: Help clients achieve financial security and peace of mind-knowing you're making a difference adds purpose to your work. Earning Potential: This commission-based role rewards your efforts. The more you invest in your clients, the more you'll earn, with no cap on your potential. Take Action Now: Don't let retirement slow you down. Stay active, make a difference, and earn extra income by applying today. Start your journey toward a fulfilling, flexible career in financial consulting.

At Pro Talent HR, we specialize in empowering businesses with comprehensive HR solutions tailored to drive growth and success. From talent acquisition and employee development to payroll management and compliance, our expert team partners with organizations to streamline their HR processes and enhance their workforce strategies. We're dedicated to helping companies of all sizes optimize their human capital, ensuring that they not only meet but exceed their business objectives. Role Description This is a full-time remote role for a Financial Planning Analyst at Pro Talent HR. The Financial Planning Analyst will be responsible for financial planning, budgeting and forecasting, financial modeling, and utilizing analytical skills to support business decisions and strategies. Qualifications Financial Planning and Finance skills Analytical Skills for data analysis and interpretation Budgeting & Forecasting expertise Financial Modeling capabilities Strong attention to detail and problem-solving abilities Excellent communication and presentation skills Bachelor's degree in Finance, Accounting, Economics, or related field Relevant certifications such as CFA or CPA are a plus

Job Title: Workday Financial Consultant Pay Rate: $80 - $110 per hour Status: Temporary Hours: Part-Time Hours About DocGo: DocGo is leading the proactive healthcare revolution with an innovative care delivery platform that includes mobile health services, population health, remote patient monitoring, and ambulance services. DocGo disrupts the traditional four-wall healthcare system by providing high quality, highly affordable care to patients where and when they need it. DocGo's proprietary, AI-powered technology, logistics network, and dedicated field staff of over 5,000 certified health professionals elevate the quality of patient care and drive efficiencies for municipalities, hospital networks, and health insurance providers. With Mobile Health, DocGo empowers the full promise and potential of telehealth by facilitating healthcare treatment, in tandem with a remote physician, in the comfort of a patient's home or workplace. Together with DocGo's integrated Ambulnz medical transport services, DocGo is bridging the gap between physical and virtual care. Position Summary: The Workday Financials Consultant will serve as the lead functional expert supporting DocGo's Workday Financials implementation. This role is responsible for guiding configuration decisions, completing Workday financial workbooks, supporting tenant build activities, and ensuring the system is designed in alignment with Finance and Accounting best practices. The Consultant will also support testing activities, develop detailed test scripts, perform hands-on validation of Workday Financials functionality, and provide knowledge transfer to internal DocGo teams. This is a temp-to-perm role with potential for full-time conversion based on project needs and performance. Responsibilities: Serve as the lead Workday Finance consultant and administrator maintaining system configuration, user access, monthly ledger open/close and integrations with related financial applications. Complete required Workday configuration workbooks and support tenant build activities. Advise DocGo on key Finance and Accounting decisions using Workday best practices and prior client experience. Develop detailed test scripts for all phases of testing (unit, system, UAT). Perform hands-on testing and validation of Workday Financials and Accounting functionality. Provide knowledge transfer and documentation to DocGo and Ambulnz resources. Other tasks as assigned. Requirements: 5+ years of experience with Workday Financials, including configuration and testing. Strong understanding of Finance and Accounting processes and their translation into Workday. Prior experience supporting Workday Financials implementations or tenant build activities. Ability to create configuration workbooks, test scripts, and system documentation. Strong communication skills with the ability to guide key decisions and translate technical concepts to business partners. Strong project management skills Proven ability to work independently in a fast-paced, project-driven environment. EEO/AAP Statement: DocGo is an equal opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. DocGo is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.