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Job Description Director of Account Management Health - REMOTE Role And Responsibilities The Director of Account Management’s primary duty is to be a trusted advisor to the client and possess strong business management skills. This individual is responsible for overseeing all client accounts, leading and mentoring the account management team, and driving organic and new business growth. In this role, you will maintain strategic relationships and help to guide our clients with the knowledge and solutions appropriate for their business, industry, and trends, while maintaining overall client satisfaction and collaborating with key team members across various disciplines to deliver the highest quality of service every day. Job responsibilities include, but are not limited to: • Develop and manage talent: Identify the skills and performance criteria necessary for Account Management team member success and manage staff to meet and exceed these standards. In coordination with the VP of Client Services, assist in creating career-building development plans for staff. Coach and mentor Account Management team members by observing and providing feedback in order to foster the development and success of individuals., • Establishes departmental goals for service delivery measured through key performance indicators (KPIs)., • Evaluates team’s performance against the KPIs and intervenes with management direction to assist the account management team meet and exceed goals., • Develop and ensure that the Account Management department standards, methods, processes, and procedures for client service are followed through working with the Manager(s) of Account Management. This includes the delivery of client marketing and messaging programs to meet revenue objectives, budgets, ROI, and client service satisfaction., • Partner with leadership to create policies and procedures for the Account Management team to follow., • Revise policies and procedures based upon root cause analysis of issues to prevent recurrence., • Strategic Initiatives: The Director plays a key role in identifying and implementing key initiatives and assists in planning how significant new initiatives are rolled out to our clients and internal teams., • Identifies operational efficiency opportunities and provides business requirements to assist in the evaluation of the impact of these suggestions., • Ensure that the Account Management team adheres to and complies with all SOC Audit Guidelines and Requirements, • Effectively communicates, manages, and approves all department PTO Policy, Compensation, and Performance Management for the Account Management team., • Abide by all obligations under HIPAA related to Protected Health Information (PHI)., • If a HIPAA violation is discovered, whether individually or by another, you must report the violation to the Compliance Officer and/or Human Resources., • Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company., • Flexibility to understand, appreciate, and embrace that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice Required Skills And Competencies • Entrepreneurial attitude coupled with strong business acumen., • Capability to efficiently complete tasks in a fast-paced environment, • Must demonstrate strong negotiation and communication skills and excel under pressure., • Experience preparing and interpreting reports., • Excellent written, verbal, and presentation skills, • Ability to manage multiple clients and deliverables simultaneously in a highly energetic/fast-paced environment., • Desire to take ownership of all clients’ issues and concerns, deliver great client service, and communicate timely and effectively., • Flexibility to work collaboratively with co-workers and outside consultants., • Be proactive and remain current with pharmacy and industry initiatives to keep the client ahead of the curve., • Ability to travel and present to clients, as required. Supervisory Responsibility This position manages all Account Managers and is responsible for the performance management and hiring of the employees within that department. What We Have to Offer Our benefits package is designed to keep our employees happy and healthy - physically, mentally and financially. • Medical, Dental, Vision Insurance, • Disability and Life Insurance, • Employee Assistance Program, • Remote Work Options, • Generous Paid-Time Off, • Annual Reviews and Development Plans, • Retirement Plan with company match immediately 100% vested Position Type And Expected Hours Of Work Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:00 AM to 5:00 PM CT. We cover clients from the West to East Coast, work times must be adjusted to cover meetings in all time zones. Ability to work extended hours, weekends, and holidays pursuant to industry demands. Travel This position could require between 20% - 25% travel. Required Education And Experience • Bachelor’s degree in communications, Marketing, Business, Finance, or equivalent 10+ years of direct client/account management experience; Healthcare or PBM experience a plus, • At least 5 years of managerial experience leading a similar or like function., • Proficiency in Microsoft Office suite required., • Be proactive and remain current with pharmacy and industry initiatives to keep the client ahead of the curve. Preferred Education And Experience MBA or equivalent. Liviniti, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Liviniti complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Liviniti expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Liviniti employees to perform their job duties may result in discipline up to and including discharge. EOE M/F/D/V PI45e336d56130-25405-41221232

Job DescriptionPosition Summary AdvoCare is seeking a high-performing Financial Planning & Analysis Manager (FP&A) to serve as a strategic business partner to the Chief Financial Officer and executive leadership team. This role will lead financial planning, budgeting, forecasting, executive reporting, and analytics while partnering closely with the Accounting organization to ensure timely and accurate financial reporting. The ideal candidate has 5–8 years of progressive FP&A experience, preferably within a Direct-to-Consumer (DTC), eCommerce, consumer products, or retail environment, and possesses expert-level Microsoft Excel skills. Key ResponsibilitiesFinancial Planning & Forecasting • Partner with Controller on the annual budgeting process, • Lead the creation & development of the rolling monthly forecasts., • Develop and maintain integrated Profit & Loss, Balance Sheet, and Cash Flow models., • Build driver-based financial models to support strategic decision-making., • Partner with department leaders on budgets, forecasts, and long-range plans., • Identify financial risks and opportunities and recommend actions.Financial Reporting, • Prepare weekly, monthly, quarterly, and annual financial reporting packages., • Develop executive dashboards and KPI reporting., • Prepare Board of Directors presentations and supporting analyses., • Perform variance analysis versus Budget, Forecast, Prior Year, and Strategic Plan., • Present financial results and recommendations to executive leadership.Business Analytics, • Analyze revenue, gross margin, operating expenses, customer acquisition, pricing, promotions, inventory, and profitability., • Evaluate marketing effectiveness, CAC, LTV, ROAS, and channel profitability., • Develop business cases for investments and strategic initiatives., • Perform scenario modeling and sensitivity analyses.Business Partnership, • Partner closely with Accounting to ensure accurate financial reporting., • Collaborate with Marketing, Sales, Operations, Supply Chain, and IT., • Support month-end close through financial analysis and commentary., • Drive continuous improvement in planning and reporting processes.Process Improvement, • Automate reporting and improve financial processes., • Enhance financial models, dashboards, and reporting tools., • Champion FP&A best practices., • Improve financial data quality and accessibility.QualificationsRequired, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of progressive FP&A experience., • Experience supporting executive leadership in a fast-paced environment., • Experience in Direct-to-Consumer (DTC), eCommerce, consumer products, or retail., • Strong understanding of the Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows., • Experience with budgeting, forecasting, financial modeling, executive reporting, Board reporting, variance analysis, and KPI development., • Advanced Microsoft Excel skills are required, including complex financial modeling, advanced formulas, dynamic arrays, PivotTables, Power Query, Power Pivot, dashboards, and scalable driver-based models. VBA or automation experience is a plus., • Strong analytical, communication, presentation, and organizational skills.Preferred, • MBA, CPA, or CFA., • Experience with ERP systems and financial planning software., • Experience with Power BI, Tableau, or similar BI tools., • Experience supporting Boards of Directors and executive leadership.Core Competencies, • Financial Planning & Analysis, • Strategic Financial Modeling, • Budgeting & Forecasting, • Executive & Board Reporting, • Financial Statement Analysis, • Business Analytics, • Cash Flow Forecasting, • Scenario Planning, • KPI Development, • Cross-Functional Business Partnership, • Process Improvement, • Executive Communication, • Expert-Level Microsoft ExcelWhy Join AdvoCare? Work directly with the CFO and executive leadership team to build a world-class FP&A function. This highly visible role offers the opportunity to influence strategic decisions, partner across the organization, and help drive profitable growth through data-driven financial insights. PI0289e8d1e9a6-25405-41255544

Job Description About the Company - Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digital credit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role – As a Loan Officer, this position will be responsible for originating and structuring short-term real estate loans while managing relationships with investors, clients, and brokers. The position requires strong financial acumen, proven sales experience in hard money lending or asset-based lending, and the ability to build and maintain a high-quality loan pipeline. The ideal candidate will demonstrate professionalism, sound judgement, and the ability to operate effectively in a fast-paced, performance-driven environment. Key Responsibilities: Deal Origination & Management • Analyze, structure, and facilitate the origination of diverse real estate loan products; guide borrowers from intake to close while ensuring timely and accurate execution Drive Sales Performance • Proactively generate and convert leads, both inbound and prospected, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship building and effective deal structuring Client Engagement • Serve as a trusted advisor by educating real estate investors on financing solutions, underwriting requirements, and loan program options; deliver tailored financial guidance to support repeat business and long-term growth CRM & Pipeline Management • Maintain accurate and up-to-date records of all borrower interactions, quoted deals, and loan progress in the company CRM to support sales forecasting, performance tracking, and marketing strategies Strategic Business Development • Expand market presence by developing sponsor, broker, and referral relationships, attending industry events, and identifying opportunities for new business within targeted territories Cross-Functional Collaboration • Partner with internal teams to ensure smooth processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each deal Product Knowledge & Representation • Develop in-depth understanding of proprietary loan products and industry trends to represent the company with professionalism, integrity, and confidence in all borrower engagements Required Skills and Qualifications: • Bachelor’s degree preferred; equivalent professional experience in real estate finance will be considered, • Minimum of five (2) years of sales experience, • Comprehensive knowledge of loan origination, real estate finance, collateral valuation, private lending products, investor requirements, and applicable regulatory considerations, • Demonstrated expertise in structuring short-term real estate loans and assessing asset-based risk, • Proficiency in CRM platforms (HubSpot or comparable systems), • Advanced sales and marketing capabilities with a proven ability to develop and maintain a strong, sustainable pipeline Professional Attributes: • Demonstrates exceptional ethical judgement, professionalism, and integrity, • Self-motivated and goals-driven, with the ability to excel in a fast-paced, commission-based environment, • Strong verbal and written communication skills with the ability to cultivate, manage, and retain client relationships, • Effective problem-solving and decision-making skills with a results-oriented, solutions-focused mindset, • Proven ability to collaborate within a team environment and support organizational objectives, • Highly organized and detail-oriented, with strong multitasking, prioritization, and follow-through capabilities Compensation & Benefits: Crebrid provides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements At Crebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visit crebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionPosition Summary: loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For: Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition. Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionDescription: OUR VISION: To Build a Thriving Community for ALL OUR MISSION: To Empower individuals to achieve self-sufficiency and foster independence If our Vision and Mission resonate with you, Metrocrest Services may be the place for you. We are looking for people whose values align with ours - individuals who are compassionate, collaborative, accountable, and committed to helping our neighbors achieve greater stability and independence. ABOUT METROCREST SERVICES Metrocrest Services exists to provide hope and build pathways to economic mobility for neighbors in the north Dallas area. We operate a whole-household, SDOH (Social Determinants of Health)-aligned model organized around five pillars: (1) Income (2) Health and Food (3) Workforce (4) Education/Training (5) Housing. Our neighbors are at the center of everything we do. At Metrocrest Services, Neighbors-First is more than a phrase; it is how we work. We call the people we serve Neighbors because they are members of our community, not cases to be managed. We approach every interaction with dignity, curiosity, and a whole-household perspective, listening first, following through, and measuring our success by the progress our neighbors make. Every team member, regardless of role or title, is expected to embody and advance our Neighbor-First Values. THE OPPORTUNITY The Director of Grants & Compliance serves as a strategic leader overseeing the organization’s foundation, corporate, and public grant strategy, as well as municipal contract oversight and institutional compliance. Reporting directly to the Chief Development Officer, this role bridges fund development and compliance operations - balancing rigorous grant administration with proactive relationship cultivation to generate new invitation-only and competitive funding opportunities. The Director leads the grants department, directly supervises the Grants Manager (as well as external contractors and partner agencies), and works closely with Development, Finance, and Program leadership to maximize revenue, manage restricted funding streams, and ensure flawless execution of institutional funding agreements. Requirements: KEY TRAITS Building Partnerships · Strategic Decision Making · Initiating Action · Building Trust · Quality Orientation · Communication · Managing Work (Includes Time Management) · Developing Others · Negotiation · Adaptability · Detail Oriented · Follow-Up · Information Monitoring · Storyteller · Continuous Learning QUALIFYING TRAITS • Builds authentic, credible relationships with foundations, corporate partners, government entities, and other institutional funders. Thinks beyond individual grant applications to cultivate long-term partnerships and uncover new funding opportunities, including invitation-only opportunities., • Translates complex programs, outcomes, data, and community needs into clear and persuasive narratives. Adjusts the message for different funders and audiences while maintaining accuracy, consistency, and organizational voice., • Sets clear expectations, provides meaningful feedback, delegates appropriately, and develops the capabilities of direct reports. Effectively manages both employees and external contractors while maintaining consistent standards for quality and accountability., • Connects funding opportunities to organizational strategy, program priorities, and financial goals. Evaluates opportunities thoughtfully and understands when to pursue, cultivate, negotiate, or decline based on organizational fit and capacity., • Maintains rigorous standards for grant, contract, and regulatory compliance while remaining focused on the larger purpose of the funding. Understands that strong compliance protects relationships, strengthens credibility, and positions the organization for future investment., • Works effectively across Development, Finance, Programs, and executive leadership without relying solely on positional authority. Can respectfully challenge, clarify expectations, and hold others accountable when information, documentation, spending, or deliverables are needed., • Remains effective when funder priorities, regulations, deadlines, program needs, or organizational circumstances change. Quickly assesses what has changed, determines the implications, and adjusts the approach without sacrificing quality or compliance., • Maintains patience, tact, and professionalism in challenging situations; exercises sound independent judgment and acts with strong ethical values, • Superior ability to organize, prioritize, and appropriately delegate tasks to balance responsibilities in a fast-paced, deadline-oriented environment, • Owns assigned metrics as a personal measure of success; holds self and the team accountable for achieving, tracking, and reporting on performance targets MINIMUM QUALIFICATIONS • Bachelor's degree in Business Administration, Public Administration, Nonprofit Management, Accounting, Finance, or related field, • 8+ years of progressive experience in grant seeking, funder prospecting, relationship management, and public contract administration, with at least 2 years in a supervisory role, • Proven hands-on experience managing, tracking, and reporting on restricted funding streams, including audit preparation and post-award compliance administration., • Demonstrated experience directly supervising team members as well as managing third-party contractors, grant writing agencies, or external consultants., • Proven success in cultivating foundation relationships that resulted in new grant awards, as well as hands-on experience managing city or government agency contracts., • High level of computer literacy including Microsoft Office (Word, Excel, Outlook, PowerPoint), internet research, and Salesforce or comparable client tracking system. PREFERRED QUALIFICATIONS • Graduate degree or advanced certification in Public Administration, Nonprofit Leadership, or a related field SPECIALIZED KNOWLEDGE AND SKILLS • Exceptional written and verbal communication skills, with an ability to translate complex program models into compelling proposals., • Deep understanding of non-profit financial management, budget development, restricted fund accounting concepts, and post-award compliance., • Proficiency in CRM/grant management databases and tracking software., • Collaborative, detail-oriented, and proactive leadership style with a strategic approach to problem-solving and partnership building., • Strong interpersonal relationship skills; professional demeanor and ability to build rapport and credibility with diverse stakeholders including funders, partners, staff, and neighbors PRIMARY RESPONSIBILITIES Funder Cultivation & Grant Strategy • Proactive Prospecting & Cultivation: Actively identify, prospect, cultivate, and steward relationships with family, corporate, and independent foundations to expand the institutional funder pipeline and secure invitations for non-public RFPs., • Strategic Alignment: Partner with the Chief Development Officer to align grant-seeking goals with the organization’s strategic plan and annual operating budget targets., • Proposal Development: Lead the development, drafting, and review of high-stakes, multi-year, and complex grant proposals, letters of inquiry (LOIs), and presentations. City & Government Contract Administration • Municipal Contract Management: Oversee the end-to-end administration of all city and municipal contracts, ensuring full compliance with scope-of-work deliverables, billing cycles, and program milestones., • Government Relations & Liaison: Serve as the primary relationship manager for municipal contract officers, city department liaisons, and grant monitors, driving contract renewal and expansion efforts., • Public Award Oversight: Ensure strict adherence to government regulations, reporting guidelines, and audit standards across all public funding streams. Compliance, Systems & Restricted Fund Auditing • Restricted Funding Audits & Management: Direct internal systems for tracking restricted revenue streams, ensuring precise fund restriction allocations, restricted expenditure tracking, and seamless reporting across all grant agreements and public contracts., • Cross-Department Coordination: Collaborate with Finance and Program teams to monitor grant spending rates, conduct monthly/quarterly grant reconciliations, and perform internal audits of restricted funds to guarantee total compliance before formal financial filings., • Audit Readiness & Post-Award Operations: Maintain thorough documentation and institutional records to support annual organizational audits, funder-specific compliance audits, and contract-related site visits with 100% on-time submission of narrative and financial reports. Team Leadership & Supervision • Staff & Vendor Management: Supervise, mentor, and evaluate the Grants Manager while managing and overseeing any third-party grant writing contractors, specialized consultants, or agency partners to ensure seamless proposal execution and output quality., • Process Optimization: Establish and refine standardized workflows, grant calendars, and management systems to drive efficiency across internal staff and external vendors. General • Own all assigned metrics; responsible for achieving performance targets, tracking progress on an ongoing basis, and reporting outcomes to leadership., • Manage an annual budget and operating plan for the department; adhere to assigned budgets and provide input on budget planning, forecasting, and resource allocation. REPORTING RELATIONSHIPS • The Director Grants & Compliance directs the work of the Grants Manager, • This role reports directly to the Chief Development Officer WHY WORK FOR METROCREST SERVICES? At Metrocrest Services, your expertise does more than secure funding - it helps create pathways to stability, independence, and economic mobility for our neighbors. As Director of Grants & Compliance, you’ll have the opportunity to shape institutional funding strategy, cultivate meaningful relationships with foundations and public partners, and ensure the resources entrusted to our agency are managed with integrity and purpose. You’ll work across Development, Finance, and Programs, giving you a unique view of how strategy, funding, compliance, and impact come together. SALARY Salary for this FLSA-exempt position is commensurate with experience. BENEFITS • Employer-sponsored medical insurance through BCBSTX with employer contribution toward monthly premiums, effective the first day of the month following the date of hire, • Employer-sponsored dental (Principal) and vision insurance, effective the first day of the month following the date of hire, • Employer-paid group term life insurance (Principal), • Employer-paid long-term disability (Principal), • 401(k) retirement plan with company matching 1/2:1 (up to 6%), • Generous paid time off package, including vacation, personal time off, and paid holidays, • Paid parental leave, • Training and development opportunities, • Tuition reimbursement WORK ENVIRONMENT & PHYSICAL REQUIREMENTS • This role works onsite in a climate-controlled facility, • Ability to move, transport, position, and lift up to 15 pounds as needed, • Ability to remain in a stationary position, such as standing or sitting, for up to 8 hours per day, • Ability to walk, move, and/or traverse as needed EQUAL EMPLOYMENT OPPORTUNITY Metrocrest Services provides equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, or any other characteristic protected by federal, state or local law. In accordance with the ADA, Metrocrest Services is willing to consider any reasonable accommodation.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Employer Benefits Decision-Makers Survey – Medical & Pharmacy Benefits Insights Type: Contract Compensation: $63/hour Location: Remote Duration: Approximately 25 minutes Role Responsibilities • Complete a structured ~25-minute online survey., • Share perspectives on carrier and PBM selection, plan funding models, and vendor management., • Submit all responses within the given timeline., • Contribute to research shaping the next generation of healthcare AI tools. Qualifications Must-Have • Work for an employer that purchases employee medical and pharmacy benefits., • Your organisation has 201 or more employees in the United States., • Hold a role in your organisation's medical and pharmacy benefits decisions., • Current title such as CHRO or Chief People Officer, VP or Head of HR, Benefits, or Total Rewards, Director of HR, Benefits, or Total Rewards, Benefits Manager or Senior Benefits Manager, Total Rewards or Compensation Manager, Benefits Analyst or Benefits Specialist, CFO or VP of Finance, Controller or Director of Finance, or Procurement or Vendor Management., • Your organisation offers a traditional group health plan., • Based in the United States., • Able to independently complete a ~25-minute online survey. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. #hiringmercor

Job Description Position Summary Tempo, Inc. is seeking a strategic, operations-support-focused Director of Supply Chain to lead the functions of warehouse, logistics, procurement, inventory management, manufacturing support, and prefabrication logistics. This leader will ensure seamless coordination between operations, inventory, job-site delivery, and supplier relationships. The ideal candidate will have experience across logistics, supply chain, and purchasing, and will thrive in a fast-paced, high-accountability environment focused on accuracy, efficiency, and cross-functional collaboration. Reports to: CFO Key Responsibilities: Leadership & Strategy • Analyze inventory turnover rates and make recommendations for stock optimization., • Lead and develop high-performing warehouse and purchasing teams through effective coaching, collaboration, and accountability., • Align logistics with company goals, project timelines, and customer commitments., • Foster a culture of ownership, innovation, operational-customer-centricity, and continuous improvement., • Implement and maintain structured performance review cycles for all direct reports, including regular check-ins and one-on-one coaching. Warehouse Oversight • Oversee and maintain accurate inventory levels across all warehouse sites, trucks, consignment locations, and transfers., • Conduct regular physical inventory counts and cycle counts and be able to reconcile all variances., • Ensure timely and accurate receiving, job packing, shipping, and inventory management., • Monitor KPIs such as inventory accuracy, shipping efficiency, and labor productivity., • Lead continuous improvement projects to optimize layout, processes, and warehouse software utilization. Procurement & Supply Chain • Evaluate and negotiate with vendors to secure favorable pricing, quality, and delivery terms., • Ensure purchasing strategies align with project demands, budget targets, and inventory needs., • Build and maintain strong supplier relationships and resolve any vendor-related issues., • Oversee purchase orders for accuracy and ensure timely deliveries., • Drive vendor performance impro Cross-Departmental Collaboration • Serve as the logistics and procurement liaison to key departments: Mechanical, Service, US-EcoLogic, and Accounting., • Coordinate with finance on budgeting, inventory reconciliation, and supplier invoice discrepancies. Compliance & Safety • Enforce safety policies across all logistics operations., • Ensure compliance with OSHA regulations, industry standards, and company protocols. Reporting & Performance • Provide regular performance updates to the Chief Administrative Officer., • Lead data-driven decision-making using internal systems such as Salesforce and Microsoft 365., • Execute any other duties assigned by the Chief Financial Officer. Job Qualifications • 7-10 years of applicable experience., • Strong knowledge of procurement, contract negotiation, inventory systems, and logistics processes., • Strong knowledge in warehouse, logistics, or supply chain leadership, preferably in HVAC, construction, or a related field., • Working knowledge of warehouse safety procedures., • A creative approach to dynamically solve problem., • Ability to communicate at a high level, both written and verbal, and to both internal and external customers., • Self-motivated attitude and willingness to take on additional responsibilities., • Proficient in Microsoft 365; experience with Salesforce preferred., • Forklift certification is preferred., • Bachelor's degree in Business, Supply Chain, or a related field preferred, or equivalent experience., • Bilingual (English/Spanish) is preferred. Physical Qualifications • Must be able to sit for long periods of time., • Must be able to work varying shifts including days, nights, and weekends. Language Skills • Bilingual (English/Spanish) preferred Education and/or Experience • BSc/BA in business administration or relevant field; MSc/MA will be a plus, • Management experience a minimum 4 years Benefits: • Employee ownership (ESOP) with weekly Employer Match up to 20%, • Stock accumulation plan based on continuous service., • Competitive pay, • 120 hours PTO, • Bereavement Pay, • 7 Paid holidays, • 1 Floating holiday, • Health Insurance ( medical coverage chosen, Dental, Vision Insurance (optional), • $25,000 life insurance/$25,000 AD&D (additional voluntary life/AD&D products available), • Disability income protection plan (Short-Term & Long-Term Disability, paid by company), • 401 (k) savings plan with weekly Employer Match up to 20%, • Continuing education and training programs Tempo is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, creed, sex, national origin, sexual orientation, disability status, veteran status, marital status or any other category protected by applicable law.

Job Description About Cleerly We're Cleerly – a healthcare company that's revolutionizing how heart disease is diagnosed, treated, and tracked. We were founded in 2017 by one of the world's leading cardiologists and are a growing team of world-class engineering, operations, medical affairs, marketing, and sales leaders. We raised $223M in Series C funding in 2022 which has enabled rapid growth and continued support of our mission. In December 2024 we received an additional $106M in a Series C extension funding. Most of our teams work remotely and have access to our offices in Denver, Colorado, New, York, New York, Dallas, Texas, and Lisbon, Portugal with some roles requiring you to be on-site in a location. Cleerly has created a new standard of care for heart disease through value-based, AI-driven precision diagnostic solutions with the goal of helping prevent heart attacks. Our technology goes beyond traditional measures of heart disease by enabling comprehensive quantification and characterization of atherosclerosis, or plaque buildup, in each of the heart arteries. Cleerly's solutions are supported by more than a decade of performing some of the world's largest clinical trials to identify important findings beyond symptoms that increase a person's risk of heart attacks. At Cleerly, we collaborate digitally and use a wide variety of systems. Our people use Google Workspace (GMail, Drive, Docs, Sheets, Slides), Slack, Confluence/Jira, and Zoom Video, prior experience in these areas is a plus. Role or department specific technology needs may vary and will be listed as requirements in the job description. While we are mostly a remote company, travel is required for some team meetings and cross function projects typically once per month or once per quarter, for some roles like sales or external facing roles travel could be up to 90% of the time.Cleerly is committed to providing safe and effective medical software that meets customer needs and our intended use. The adherence to all applicable regulatory and statutory requirements establishes a clear framework for setting measurable quality objectives. Our commitment to continually improving our products and processes proactively manages risks, ensuring ongoing compliance throughout the entire software lifecycle. Understanding this role's relevance and importance is critical to achieving Cleerly's quality objectives. About the Opportunity Cleerly is seeking a highly accomplished Director, Corporate Accounts to lead enterprise-level commercial engagement with the largest Integrated Delivery Networks, health systems, and hospital organizations in the United States. This is a senior national role responsible for opening, developing, contracting, and expanding strategic IDN relationships that can materially accelerate Cleerly's growth. The Director, Corporate Accounts will report directly to the Chief Commercial Officer and will be responsible for building executive-level relationships across C-suite leadership, cardiovascular and imaging service line leaders, supply chain, contracting, and other key enterprise stakeholders. This individual will be expected to operate as a boardroom-level healthcare commercial leader who can clearly articulate Cleerly's clinical, economic, operational, and strategic value to large, complex health systems. This role is not a traditional hospital sales position. The Director, Corporate Accounts will focus on national IDN strategy, enterprise contracting, committed-volume agreements, and strategic 'hunting license' agreements that create opportunities for Cleerly's local hospital sales teams to drive site-level adoption and pull-through. Responsibilities • Develop and execute a national corporate account strategy targeting the largest and most strategically important IDNs and hospital systems in the United States., • Identify, open, and advance executive-level relationships with C-suite leaders, cardiovascular and imaging service line executives, supply chain, contracting, finance, and other key decision-makers within priority IDNs., • Lead the full enterprise sales process from initial access and strategic discovery through value proposition development, proposal, negotiation, contracting, and close., • Secure new national IDN and hospital system agreements that drive annual recurring revenue, committed CCTA volume, total contract value, and long-term strategic account growth., • Expand existing hospital system and IDN relationships by identifying additional sites, service lines, use cases, products, and enterprise-level opportunities., • Drive enterprise subscription and committed-volume agreements wherever possible, while also structuring strategic per-click or 'hunting license' agreements when appropriate to create broader access for local hospital sales teams., • Partner closely with local hospital sales representatives to create opportunities, open doors, and enable local pull-through at individual hospitals and sites within contracted IDNs., • Partner with Client Success Managers, Sales Leadership, Implementation, Marketing, Market Access, Sales Operations, Legal, and other internal stakeholders to ensure successful launch, adoption, utilization, QBRs, and account expansion after enterprise contracts are signed., • Navigate complex IDN buying processes, including value analysis committees, supply chain, contracting, legal, IT/security review, market access discussions, and executive approval processes., • Build and maintain a robust pipeline of national IDN opportunities with clear account plans, stakeholder maps, next steps, revenue potential, committed CCTA volume, contract value, and forecast accuracy., • Develop strategic account plans for each priority IDN, including executive sponsors, clinical champions, financial buyers, contracting pathway, competitive dynamics, current CCTA volume, expansion potential, and local pull-through opportunities., • Represent Cleerly externally as a senior commercial leader capable of engaging credibly with health system executives on cardiovascular care transformation, imaging strategy, AI adoption, value-based care, patient access, and enterprise growth. Performance Measures • New contracted IDNs and hospital systems., • Annual recurring revenue generated from national IDN agreements., • Committed CCTA volume secured through enterprise agreements., • Total contract value closed., • Expansion revenue within existing IDN and hospital system accounts., • Number and quality of local hospital opportunities created for field sales teams., • Strategic account penetration across executive, clinical, operational, and contracting stakeholders., • Forecast accuracy, pipeline quality, and progression of priority IDN opportunities. Requirements • 10+ years of enterprise healthcare sales, corporate account management, strategic account leadership, or national account sales experience., • Demonstrated success selling into large IDNs, hospital systems, academic medical centers, or complex healthcare enterprises., • Strong existing relationships with senior leaders and decision-makers at the national IDN level., • Proven experience opening and closing large, complex healthcare enterprise agreements, ideally in the $500K to $5M+ contract value range., • Experience selling medtech, healthcare AI, imaging, diagnostics, SaaS, cardiology, radiology, digital health, or other clinically oriented enterprise solutions., • Deep understanding of how large health systems evaluate, purchase, contract, implement, and scale new clinical technologies., • Experience navigating IDN stakeholders including C-suite executives, service line leaders, supply chain, contracting, legal, finance, IT/security, clinical champions, and value analysis committees., • Ability to sell across clinical, economic, workflow, strategic, and operational value drivers., • Strong business acumen with the ability to build enterprise-level business cases, ROI models, and executive presentations., • Track record of building strategic account plans, managing complex deal cycles, and accurately forecasting large enterprise opportunities., • Ability to work cross-functionally with field sales, client success, Sales Leadership, implementation, marketing, Market Access, legal, and Sales Operations teams., • Executive presence, strong communication skills, and credibility in boardroom-level health system discussions., • Willingness to travel as needed to succeed in the role. Preferred Qualifications • Experience selling cardiovascular, radiology, imaging, AI-enabled clinical decision support, or advanced diagnostic solutions., • Experience with CCTA, coronary artery disease, cardiovascular service line strategy, population health, or value-based care., • Prior success creating national agreements that enabled local field sales teams to drive site-level adoption and pull-through., • Experience in a high-growth healthcare technology company., • Familiarity with market access, clinical workflow integration, and hospital implementation processes. Ideal Candidate Profile The ideal candidate is a senior enterprise healthcare commercial leader with deep IDN relationships, strong executive presence, and a proven ability to close large, complex health system agreements. This person knows how to create access at the national level, build strategic alignment with senior decision-makers, navigate complex contracting processes, and structure agreements that create meaningful revenue growth. This individual must be comfortable operating independently, building strategy from the ground up, and partnering with local hospital sales teams to convert national access into local adoption. They should be equally capable of speaking with a CEO, CFO, Chief Medical Officer, cardiovascular service line leader, radiology leader, supply chain executive, or contracting team. Most importantly, this person must understand that Cleerly's opportunity with large IDNs requires more than selling a product. It requires positioning Cleerly as a strategic partner that can help health systems transform how they identify, evaluate, and manage coronary artery disease. Compensation The base salary range for this role is aligned to market benchmarks and determined by experience, skills, and internal equity. This role is eligible for annual On Target Commission, resulting in the following base salary and Total Target Compensation (TTC) ranges: • Base Salary: $175,000 - $225,000, • Commission: $125,000, • TTC: $300,000 - $350,000 *Total Target Compensation (TTC): Total Cash Compensation (including base pay, variable pay, commission, bonuses, etc.) Additionally, stock options, paid benefits, and employee perks are part of your total rewards. Working at Cleerly takes HEART. Discover our Core Values: • H: Humility- be a servant leader, • E: Excellence- deliver world-changing results, • A: Accountability- do what you say; expect the same from others, • R: Remarkable- inspire & innovate with impact, • T: Teamwork- together we win Don't meet 100 percent of the qualifications? Apply anyway and help us diversify our candidate pool and workforce. We value experience, whether gained formally or informally on the job or through other experiences. Job duties, activities and responsibilities are subject to change by our company. OUR COMPANY IS AN EQUAL OPPORTUNITY EMPLOYER. We do not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. For more information see our Privacy Policy (https://cleerlyhealth.com/privacy-policy). All official emails will come from @cleerlyhealth.com email accounts. #Cleerly

Job DescriptionBenefits: • 401(k), • Employee discounts, • Health insurance, • Paid time off, • Competitive salary, • Dental insurance, • Parental leave, • Training & development, • Vision insurance About the Organization For Oak Cliff, liberation is the work. We free our community from systemic oppression through a culture of education, growing social mobility and social capital in the process. Our 2035 vision is bold and specific: transform the Superblock into a beacon of hope, disrupt the school-to-prison pipeline, and replace it with a cradle-to-career pathway that leads to wellness and economic mobility for all. This is ambitious, grounded, generational work — and we're looking for people ready to build it with us. Our Core ValuesCourage | Liberation | Love | Wisdom About the Role Reporting to the CEO, the Director of Finance is a hands-on leadership role responsible for the day-to-day financial health, accounting operations, and administrative backbone of For Oak Cliff. This role keeps our financial systems, controls, and data accurate, timely, and decision-ready. It's a deliberately flexible, cross-functional role — finance-led, but bridging finance and the administrative side of development and owning the shared data-entry and reconciliation work that lives between the two. The Director also serves as a trusted advisor to executive and department leaders on financial planning, performance, risk, and operational decision-making. Scope note: The development responsibilities in this role are financial and administrative — grant finance, gift and CRM data integrity, and donor acknowledgements. They do not include frontline fundraising, individual donor cultivation, newsletters, thank-you calls, or stewardship, which stay with the development and leadership team. On the development side, this role partners with and takes direction from the Chief Strategy Officer. The Director works closely with the CEO, CSO, Director, Operations and Director, People, as well as the Board Treasurer on higher-level fiduciary and audit matters. This position plays a critical role in ensuring that financial resources are managed effectively to advance the organization's strategic priorities and maximize mission impact. Key ResponsibilitiesThese responsibilities describe the core of the role and are not an exhaustive list; duties may shift as FOC’s needs evolve. Financial Management & Accounting 40% • Own day-to-day accounting: accounts payable / receivable, payroll coordination in partnership with HR, general ledger, month-end close, and journal entries., • Perform and oversee reconciliations — bank, credit card, payroll, and the reconciliation of donor / grant revenue between the development system and the accounting ledger., • Lead budgeting support, cash-flow management, and routine financial reporting to the CEO and Board., • Maintain internal controls, financial policies, and documentation; ensure compliance with GAAP, nonprofit regulations, and grant requirements., • Coordinate the annual audit and Form 990 with external auditors, and the Board Treasurer.Development & Finance Operations 30%, • Serve as the operational bridge between finance and development, administering the shared data entry, gift / grant tracking, and reconciliation work that crosses both functions., • Record and reconcile contributions, pledges, and grant payments; ensure development records and the accounting ledger agree., • Own donor acknowledgement letters and gift receipts: maintain a reliable, timely process so every gift is accurately acknowledged and no donor is missed., • Keep CRM entries current for smaller grants and donations (under $1,000) so the donor database stays complete and audit-ready., • Identify, flag, and record unsolicited wire and ACH deposits that arrive directly in the bank without prior notice, capturing them in the CRM as needed for audit purposes., • Align grant budgets, actuals, forecasts, and financial reporting with programmatic goals, in partnership with the CSO., • Support grant financial administration: set up grant budgets, track restricted vs. unrestricted funds, and prepare the financial portions of grant reports and reimbursements with program staff., • Maintain clean, audit-ready documentation for gifts, grants, and earned revenue (event rentals, registrations, memberships, merchandise)., • Build and maintain simple tools and dashboards that let development and program staff see budget-vs-actual and funding status.Budgeting, Planning & Analysis 20%, • Partner with the CEO, CSO, and other key stakeholders to build the annual budget and keep multi-source revenue forecasts current., • Provide budget-vs-actual reporting and analysis, • Flag financial risks and opportunities early, and recommend practical responses.Administration & Systems 10%, • Lead process improvements, system enhancements, and automation to strengthen the finance functionQualifications & Skills Key call out: A genuine accounting background is essential. This role is built on accounting fundamentals, and the strongest candidates bring formal accounting training and demonstrated hands-on accounting experience. • 5–8 years of progressive nonprofit accounting and finance experience, including hands-on bookkeeping, reconciliation, and month-end close; supervisory or lead experience preferred., • Demonstrated experience in nonprofit finance and accounting, including fund accounting and regulatory requirements, • Experience overseeing annual audits, IRS Form 990 preparation, and interactions with external auditors, • Proven experience managing grants, restricted funds, donor reporting, and compliance with federal, state, and private funding requirements, • Working knowledge of GAAP, nonprofit fund accounting, and grant compliance, • Familiarity with accounting and payroll systems and with donor / CRM or grant-tracking tools., • Exceptional analytical, organizational, and problem-solving skills with strong attention to detail, • A clear communicator who can translate numbers to any audience, • Commitment to For Oak Cliff’s mission, community, and values.Education: Bachelor’s degree in Accounting strongly preferred; a degree in Finance or a closely related field will be considered when paired with substantial hands-on accounting experience. CPA is ideal but not required. Compensation & Benefits Salary range: $90,000 – $110,000, commensurate with experience. We are happy to offer competitive benefits that are anchored to our mission. Some key highlights of our benefits package include: 100% employer sponsored medical, dental, vision, and life for employees, 8+ paid holidays, a generous PTO policy, and other discretionary benefits! Equal Employment Opportunity Statement: We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. All employment decisions are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable laws governing nondiscrimination in employment, including those enforced by the U.S. Equal Employment Opportunity Commission and the Texas Workforce Commission Civil Rights Division. We believe diversity strengthens our organization and are committed to building a team that reflects the communities we serve. We encourage individuals of all backgrounds to apply.

Job Description:\n\nFutu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities:Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise.Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Job Summary The Manager, Futures Regulatory Compliance will support the firm’s futures and derivatives compliance program, with primary responsibility for regulatory inquiries, examinations, licensing and membership initiatives, and related compliance coordination. The successful candidate must possess significant hands-on experience within a futures commission merchant (FCM), futures clearing organization, exchange, regulator, or similarly regulated derivatives environment, with deep knowledge of CFTC, NFA, and applicable exchange requirements. This role will serve as a key point of contact for matters involving the CFTC, NFA, CME Group, and other applicable futures exchanges and self-regulatory organizations. The Manager will coordinate regulatory responses, support examination readiness, maintain required documentation, and partner with Compliance, Futures Operations, Risk, Technology, Finance, Legal, AML, and business teams to address futures regulatory obligations. Key Responsibilities: Futures Regulatory Examinations and InvestigationsServe as a primary Compliance coordinator and subject matter expert for regulatory examinations, audits, investigations, and information requests involving the firm’s futures business, including matters involving the CFTC, NFA, CME Group and other applicable exchanges and regulatory authorities.Lead and coordinate responses to routine examinations, investigations, inquiries, targeted reviews, and regulatory information requests involving futures activities.Manage regulatory requests involving futures trading, clearing, customer accounts, margin, collateral, segregation, supervisory controls, books and records, and related operational activity.Coordinate information gathering across Compliance, Futures Operations, Risk, Technology, Finance, Legal, and business units to ensure complete, accurate, and timely regulatory responses.Maintain examination logs, regulatory correspondence, document repositories, response trackers, and supporting records.Prepare and coordinate management responses, remediation plans, and corrective action initiatives resulting from regulatory examinations, findings, or identified control deficiencies.Conduct and support internal investigations involving potential violations of CFTC, NFA, exchange, or firm requirements.Provide regular updates to the Chief Compliance Officer and senior management regarding regulatory matters, examination findings, emerging risks, and remediation efforts.Futures Clearing and Operations Compliance OversightProvide compliance oversight, guidance, and regulatory interpretation for the firm’s futures clearing and operational activities.Maintain a comprehensive understanding of the futures trade lifecycle, including order entry, execution, clearing, settlement, position management, margin, collateral, and reconciliation processes.Provide compliance guidance regarding customer and proprietary futures accounts, margin requirements, position management, account activity, and operational controls.Maintain strong knowledge of applicable customer protection, segregation, secured amount, and residual interest requirements.Partner with Futures Operations, Risk, Finance, and Technology to identify regulatory and operational risks and enhance related controls.Review and assess futures-related operational processes, supervisory controls, exception management, and escalation procedures.Participate in new product reviews, new market or exchange connectivity initiatives, operational changes, and regulatory change projects affecting the futures business.Support compliance oversight of clearing relationships, carrying arrangements, omnibus accounts, and other futures-related third-party or affiliate relationships, as applicable.Futures Trade Surveillance and Market ConductMaintain comprehensive knowledge of futures market conduct requirements and surveillance expectations.Partner with Trade Surveillance and Compliance personnel in evaluating futures trading activity for potential manipulative, disruptive, or otherwise prohibited conduct.Provide subject matter expertise regarding futures order and trade activity, including order lifecycle analysis and trading patterns requiring regulatory review.Support investigations involving potential spoofing, layering, wash trading, prearranged trading, disruptive trading practices, position limit concerns, or other potential market conduct violations.Assist with regulatory inquiries and investigations involving futures orders, executions, positions, customer activity, and surveillance alerts.Partner with Technology and surveillance personnel to assess the effectiveness of futures surveillance scenarios, escalation processes, and supporting controls.Monitor developments in futures market conduct regulation and exchange enforcement priorities and recommend enhancements to the firm’s surveillance and supervisory framework.CFTC, NFA and Exchange Regulatory ComplianceMaintain current knowledge of CFTC regulations, NFA rules and interpretive notices, and applicable futures exchange rules.Monitor regulatory developments affecting FCMs, futures clearing, derivatives trading, and customer protection requirements and assess their impact on the firm.Provide guidance regarding implementation of new or amended futures regulatory requirements.Assist in maintaining policies, supervisory procedures, compliance manuals, and control frameworks applicable to futures activities.Participate in futures-related risk assessments, compliance testing, and control reviews.Identify regulatory gaps or emerging risks and work with relevant stakeholders to develop appropriate remediation or control enhancements.Financial Crimes and Customer ComplianceMaintain a strong understanding of Anti-Money Laundering and financial crimes requirements as they apply to futures customers and activity.Partner with AML personnel regarding futures-related customer activity, transaction monitoring, customer due diligence, sanctions considerations, and suspicious activity investigations.Support regulatory examinations and information requests involving futures customer activity and financial crimes controls.Assist in identifying potentially suspicious or unusual futures trading or funding activity requiring escalation.General Compliance ResponsibilitiesServe as a futures regulatory subject matter expert within the Compliance Department.Assist in the development and maintenance of Written Supervisory Procedures, compliance policies, and futures-specific supervisory controls.Participate in enterprise and business-level compliance risk assessments.Support implementation of regulatory initiatives and strategic compliance projects.Develop productive relationships with Futures Operations, Risk, Technology, Finance, Legal, business leadership, affiliated entities, and other control functions.Provide guidance and training to employees regarding futures regulatory requirements and compliance expectations.Promote a strong culture of compliance, escalation, and ethical conduct throughout the organization. RequirementsRequired Experience5+ years of relevant compliance, regulatory, or supervisory experience, with significant experience supporting futures and derivatives activities.Significant hands-on experience within an FCM, futures clearing firm, futures exchange, regulatory organization, or financial institution with substantial futures operations.Demonstrated experience with CFTC, NFA, and/or futures exchange regulatory requirements.Experience managing or materially supporting regulatory examinations, investigations, audits, or information requests involving futures activities.Strong understanding of futures clearing and operational processes, including trade lifecycle, margin, collateral, position management, reconciliations, and customer account activity.Strong knowledge of FCM customer protection and segregation requirements.Demonstrated understanding of futures trade surveillance, market conduct, and disruptive trading practice requirements.Experience working in complex, highly regulated financial services environments and coordinating regulatory matters across multiple business and control functions. Licensing RequirementsFINRA Series 7 – RequiredFINRA Series 24 – RequiredFINRA Series 3 – Strongly PreferredFINRA Series 4 – PreferredKnowledge and SkillsComprehensive knowledge of the U.S. futures regulatory framework, including CFTC regulations, NFA requirements, and applicable exchange rules.Strong understanding of FCM regulatory requirements and futures clearing operations.Knowledge of futures customer protection, segregation, margin, collateral, and books and records requirements.Strong understanding of futures market structure, order lifecycle, clearing, settlement, and position management.Knowledge of futures trade surveillance and market conduct requirements, including disruptive trading practices and manipulation risks.Ability to interpret regulatory requirements and translate them into practical policies, procedures, controls, and operational processes.Strong investigative, analytical, and problem-solving capabilities.Strong project management and organizational skills, with the ability to manage multiple regulatory initiatives simultaneously.Exceptional written and verbal communication skills, including the ability to communicate complex regulatory matters to senior management and non-compliance stakeholders.Strong attention to detail and ability to operate effectively under regulatory deadlines.Demonstrated ability to coordinate large-scale regulatory information requests across multiple functions.Preferred AttributesDirect experience working for or interacting extensively with the CFTC, NFA, CME Group, or other futures exchanges or regulatory organizations.Experience supporting an FCM with customer clearing activities.Experience with CME-listed futures and options on futures.Experience reviewing futures order-level data and reconstructing order and trade activity in connection with surveillance or regulatory investigations.Familiarity with futures position limits, large trader reporting, exchange reporting, and other futures regulatory reporting requirements.Experience with electronic trading environments and surveillance of algorithmic or high-volume futures activity.Experience with cross-product or cross-market surveillance involving futures, equities, options, or other asset classes.Experience working within multinational financial organizations.Familiarity with affiliate clearing arrangements and omnibus clearing environments.Demonstrated ability to lead cross-functional regulatory projects and influence senior stakeholders.Ability to thrive in a fast-paced, highly regulated environment while maintaining a strong control mindset and commitment to regulatory excellence. Benefits What We Offer:Competitive salary and performance-based bonuses.Comprehensive benefits package, including health, dental, and retirement plans.Opportunities for professional growth and development.A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $135,000-$165,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description The Head of Performance Insights is responsible for building and operating the enterprise-wide commercial “nerve center” for BHG, continuously measuring, monitoring, analyzing, forecasting, and driving accountability across the core growth levers of the business. Summary of Essential Job Functions The key responsibilities of the Head of Performance Insights include but are not limited to: • Strong Revenue and Clinical Operations leadership, • Operational intensity, • Data and analytics sophistication, • Commercial acumen, • Process design capability, • Ability to drive cross-functional execution within a fast-paced, private-equity-backed environment This leader will partner closely with the CEO, Transformation Office, Chief Growth Officer, Finance, Operations, Clinical Leadership, Marketing, Contact Center, and Treatment Center leadership teams to drive measurable improvements in: • Patient inflows, • Admissions, • Conversion, • Retention, • Workforce productivity, • Payer economics, • Overall census growth The role requires someone who can move beyond dashboards and reporting to create an institutionalized management system that drives proactive intervention, operational rigor, and accelerated growth execution while always keeping an eye on clinical excellence. Core Mandate Build and operate the BHG Revenue Operations “Commercial Nerve Center” focused on optimizing clinic performance. The Head of Revenue Operations will create the centralized management overlay responsible for: • Continuous KPI monitoring, • Performance diagnostics, • Funnel analytics, • Forecasting, • Variance analysis, • Operational insights, • Intervention management, • Escalation workflows, • Management cadence, • Commercial accountability The objective is to create a highly disciplined, data-driven commercial operating system that enables BHG to: • Proactively identify performance gaps, • Rapidly intervene, • Reduce commercial operational variability, • Improve patient acquisition and retention, • Increase census growth, • Accelerate enterprise value creation Continue to be the clinically superior offering in the market Key Responsibilities Revenue Operations / Commercial Operating System Leadership • Design, build, and continuously improve BHG’s enterprise Revenue Operations function, • Establish the commercial operating architecture, KPI hierarchy, governance structure, and management cadence across the organization, • Build the enterprise “commercial nerve center” responsible for continuous monitoring and management of growth performance, • Create operational visibility across treatment centers, regions, channels, payer categories, and referral sources, • Develop standardized definitions, reporting logic, scorecards, and intervention frameworks, • Build scalable RevOps infrastructure suitable for a rapidly evolving PE-backed healthcare platform, • Work with both C-suite and front-line staff effectively, building credibility and rapport to drive opportunity in a collaborative manner., • Core KPI Measurement, Monitoring & Performance Management, • Own the centralized monitoring, analysis, and management overlay across BHG’s core commercial metrics, including: Forecasting, Analytics & Insights • Build predictive forecasting capabilities across admissions, census, retention, staffing, and revenue, • Identify leading indicators and early-warning signals, • Create actionable insights and operational recommendations, • Translate complex data into clear management actions, • Build waterfall/value-creation models linking initiatives to measurable business outcomes, • Conduct root-cause analysis on performance gaps and operational variability Management Cadence & Governance • Establish and manage enterprise commercial operating rhythms, • Build and help facilitate recurring governance forums, • Drive accountability through standardized scorecards, escalation thresholds, and intervention workflows, • Ensure metrics are tied directly to ownership, actions, timelines, and measurable outcomes Cross-Functional Execution Leadership • Partner closely with Growth, Marketing, Contact Center, Operations, Clinical Leadership, Finance, HR, and Transformation teams, • Work hand in hand with enablement teams to drive change and adjustment at the market level, • Improve alignment between strategic initiatives and measurable operational outcomes, • Help simplify execution for treatment centers by centralizing analytics, prioritization, and actionability Technology, Automation & AI Enablement • Lead the evolution of RevOps technology infrastructure, • Improve reporting automation, dashboarding, workflow management, and data visibility, • Leverage AI-enabled analytics, forecasting, workflow automation, and operational insights where appropriate Qualifications The Head of Performance Insights and Enablement should have the following qualifications: Required Experience • 7+ years of experience in Revenue Operations, Clinical Operations, Sales Operations, Commercial Operations, Business Operations, Consulting, Analytics, or related leadership roles, • Significant experience building or scaling RevOps functions in high-growth, multi-site, healthcare, healthcare services, B2C, or distributed operating environments, • Strong experience in PE-backed or high-performance operating environments preferred, • Demonstrated success building KPI frameworks, management systems, operating cadences, and performance accountability structures, • Deep expertise in funnel analytics, forecasting, business intelligence, operational reporting, and performance management, • Strong understanding of commercial operating models, conversion funnels, and customer/patient acquisition systems, • Experience leading cross-functional initiatives and influencing without direct authority, • Advanced analytical and problem-solving skills, • Excellent executive communication and presentation capability Physical Requirements and Working Conditions The physical demands described here are representative of the requirements that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions to the extent such accommodation does not create an undue hardship on the business. • A variable workload, periodic high activity level., • Vision adequate to read correspondence, computer screen, forms, etc., • Sit for long periods of time, some bending, stooping and stretching, • Speaking and hearing ability sufficient to communicate effectively by phone or in person at normal volumes, • Keyboarding for long periods of time BHG is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Job Description:\n\nDescription: POSITION SUMMARY The Chief of Staff serves as a strategic and operational extension of the CEO of Agility Holdings Group, LLC (“AHG”). The role helps the CEO maintain visibility across the portfolio, strengthen accountability among business-unit leaders, organize enterprise priorities, vet significant recommendations, and coordinate initiatives that span multiple companies or functions. This is not an administrative Chief of Staff position and is not intended to replace the leadership of any business unit. Each business-unit leader remains directly accountable for the strategy, people, operations, financial performance, and results of his or her business. The Chief of Staff becomes deeply familiar with each business, challenges assumptions, identifies risks and gaps, connects issues across the portfolio, and brings the CEO clear facts, sound analysis, and well-developed recommendations. The role supports decentralized leadership while improving enterprise visibility, organization, coordination, and follow-through. A significant objective of the position is leadership development. Over time, the Chief of Staff should gain sufficient operating exposure and responsibility to be considered for leadership of a business unit or other major operating organization. REPORTS TO Chief Executive Officer-Agility Holdings Group Core Role Philosophy The holding company operates through strong business-unit leadership. Business-unit leaders remain accountable for running their businesses; the Chief of Staff does not replace that accountability. Instead, the Chief of Staff provides the CEO with an additional layer of visibility, organization, analysis, coordination, challenge, oversight, follow-through, and enterprise perspective. The role helps ensure that decentralized leadership does not result in fragmented execution or limited visibility at the holding-company level. The Chief of Staff should understand enough detail to know when a business is performing well, when an initiative is drifting, when an assumption should be challenged, and when the CEO needs to become involved. The role should consistently help answer: What is happening across the businesses, why is it happening, what requires attention, and what should we do about it? Primary Role Objectives Maintain clear visibility across all business units. Strengthen accountability without taking ownership away from business-unit leaders. Organize the holding company’s major priorities and management cadence. Vet significant recommendations before they reach the CEO for decision. Identify issues, risks, and opportunities across the portfolio. Improve communication and coordination between business units. Ensure portfolio-wide initiatives have appropriate ownership and follow-through. Coordinate special projects spanning multiple businesses or functions. Improve the quality and speed of executive decision-making. Identify opportunities to leverage shared capabilities across the portfolio.Reduce the CEO’s need to personally coordinate routine cross-business matters. Develop the operating experience necessary to potentially lead a business unit in the future. Requirements: Key Responsibilities CEO Leverage Serve as a trusted extension of the CEO across the holding company. Develop a deep understanding of the CEO’s priorities and decision framework. Maintain awareness of significant developments across each business. Help determine which matters require CEO involvement. Prepare the CEO for important meetings and decisions. Organize significant information coming from multiple business units.Attend selected meetings alongside or on behalf of the CEO. Follow up on important CEO commitments and decisions. Identify emerging issues before they require urgent CEO intervention. Help prevent routine organizational issues from consuming CEO attention. The Chief of Staff should increasingly be able to tell the CEO what is happening, what the business-unit leader recommends, how the Chief of Staff assesses the matter, and what the CEO needs to decide. 2. Business-Unit Oversight and Visibility Assist the CEO in maintaining appropriate oversight of each business without assuming responsibility for operating that business. Develop a detailed understanding of business strategy, financial and operating performance, customers, major initiatives, organizational capacity, technology priorities, material legal and compliance matters, competitive developments, risks, and growth opportunities. Review business-unit performance with the CEO and business-unit leadership. Understand the drivers behind material variances and identify trends requiring attention. Challenge assumptions when appropriate. Ensure major commitments have clear owners and timelines. Follow up on matters requiring additional action. Help distinguish normal operating issues from matters requiring holding-company involvement. The objective is visibility and accountability, not centralized management. 3. Business-Unit Leadership Accountability Business-unit leaders remain directly responsible for business performance. The Chief of Staff reinforces that accountability while helping those leaders become more effective. Ensure agreed objectives are clearly documented. Track major commitments and monitor progress against key priorities. Identify missed commitments or deteriorating performance. Understand the reasons behind performance gaps. Help surface solutions and recovery plans. Provide the CEO with an independent perspective when appropriate. 4. Holding Company Operating Rhythm Help create and manage a consistent management cadence across the portfolio, including leadership meetings, business-unit operating reviews, monthly financial reviews, quarterly business reviews, annual and strategic planning, capital-allocation reviews, KPI reviews, major initiative reviews, and board preparation. Ensure these forums produce clear decisions, defined ownership, specific commitments, measurable outcomes, and appropriate follow-up. The Chief of Staff should also guard against unnecessary meeting proliferation and reporting bureaucracy. 5. Portfolio Performance and Operating Intelligence Work with finance and business-unit leaders to develop a concise holding-company view of revenue, profitability, cash generation, growth, customer trends, sales productivity, operating performance, staffing, technology performance, major risks, strategic initiatives, and capital requirements. Maintain a concise CEO-level portfolio dashboard. Compare businesses where comparisons are meaningful. Identify unusual performance trends and surface emerging opportunities or risks. Connect financial performance with operational drivers. Ensure the CEO understands both results and causes. Translate reporting into implications, options, and recommended next steps. 6. Vetting Significant Recommendations Help review and challenge significant proposals involving capital investment, hiring, acquisitions, technology, AI and automation, organizational changes, new products or markets, major contracts, strategic partnerships, pricing, cost reductions, significant vendors, and major operational changes. The business-unit or functional leader remains responsible for developing the recommendation. The Chief of Staff determines whether it is sufficiently developed for CEO consideration by testing the problem statement, recommended course, alternatives, financial impact, assumptions, risks, dependencies, resources, consequences of inaction, success measures, and the specific decision required. 7. Cross-Business Special Projects Coordinate projects that span multiple business units or do not naturally belong to one business leader. Depending on the initiative, the Chief of Staff may serve as project leader, executive coordinator, holding-company representative, facilitator, escalation point, or organizer of decision-making and accountability. Shared technology, data, AI, or automation initiatives. Consolidation of common processes, shared services, or vendors. Cross-company sales opportunities and strategic partnerships. Cost-transformation and enterprise reporting programs. Regulatory, compliance, or enterprise-risk initiatives affecting several businesses. Acquisition integration, new platform development, or organizational redesign. New business opportunities involving multiple portfolio companies. The Chief of Staff should not automatically perform the functional work. The role is to ensure the appropriate leaders and teams are aligned, decisions are made, ownership is clear, and execution remains on track. 8. Cross-Business Coordination Identify opportunities for collaboration involving shared customers, distribution, technology, vendors, data, marketing, recruiting, finance, legal, compliance, procurement, operations, real estate, or administrative services. The Chief of Staff should also recognize when businesses should remain independent. Shared services and standardization should be pursued because they improve results, not simply because centralization is possible. 9. Technology, AI, and Automation Oversight Technology leaders and business-unit leaders remain responsible for developing and implementing technology, AI, and automation solutions. The Chief of Staff is not the company’s technology executive or AI program manager, but should maintain significant visibility into major initiatives affecting the portfolio. Understand the business case, problem being solved, expected costs and benefits, and organizational impact. Challenge timelines and assumptions. Identify cross-business opportunities and redundant investments. Help determine whether an initiative should remain business-specific or become an enterprise capability.Monitor major milestones and evaluate whether expected benefits are realized. Functional leaders build the solution. The Chief of Staff helps the CEO determine whether the company is solving the right problem, investing appropriately, and achieving the expected business result. 10. Human Resources and Organizational Oversight Human Resources and business-unit leaders remain responsible for people strategy and organizational execution. The Chief of Staff but should maintain visibility into important organizational matters. Leadership changes and succession planning. Workforce planning and organizational structure. Executive recruiting, compensation issues, and talent gaps. Retention, leadership development, and major employee initiatives. HR develops the programs and recommendations. The Chief of Staff helps vet them through the lens of enterprise strategy and business performance and helps the CEO understand their portfolio-wide implications. 11. Legal, Compliance, and Risk Participate with the CEO, Chief Legal Officer, business-unit leaders, and other executives in appropriate discussions involving material contracts, regulatory matters, compliance, litigation, corporate governance, strategic partnerships, significant transactions, and enterprise risk. Understand significant legal and risk matters sufficiently to evaluate their business implications. Certain highly sensitive matters should appropriately remain directly between the CEO and Chief Legal Officer. 12. Capital Allocation and Investment Decisions Develop a strong understanding of how capital is deployed across the portfolio. Assist the CEO in evaluating growth investments, technology investments, hiring, acquisitions, new business opportunities, major capital expenditures, cost-reduction opportunities, and business-unit funding priorities. The Chief of Staff is not necessarily the final financial authority, but should help ensure capital requests are supported by clear assumptions, expected returns, risks, alternatives, and measurable outcomes. 13. Leadership Development and Business-Unit Readiness A central objective of the role is to develop the Chief of Staff into a broader operating executive. The expected progression is from understanding businesses, to evaluating them, to helping improve them, to owning significant business outcomes, and ultimately to running a business. Lead a major cross-company initiative or acquisition integration. Own a new business initiative, revenue opportunity, operating plan, or defined P&L. Develop a business plan and manage a budget. Lead a team and make resource-allocation decisions. Present performance to the CEO or board. Assume temporary responsibility for a business or major operating area when appropriate. Other duties as assigned. What We Offer: Competitive Compensation Benefits: 401(k) retirement Medical insurance Dental insurance Vision insurance Life insurance Paid time off (PTO) Agility Holdings Group provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state, or federal laws. Agility Holdings Group may obtain a 'consumer report' about you from a consumer reporting agency for employment purposes. A 'consumer report’ is a background screening report that may contain information regarding your criminal history, driving history, and information about you.

Job Description PURPOSE/SUMMARY: The Collections Specialist is responsible for the day-to-day recovery of outstanding receivables, working directly with customers, contractors, and internal teams to resolve past-due balances and ensure timely payment. This role manages an assigned portfolio of customer accounts, performs consistent collection follow-up, and documents all activity within company systems. The Collections Specialist supports company cash flow goals by reducing delinquency, resolving billing disputes, and maintaining professional, productive relationships with customers throughout the collection process. This is a full-time, on-site position, Monday through Friday. RESPONSIBILITIES OF THE POSITION: Collections Activity • Perform outbound collection calls and email follow-up on assigned aged accounts in accordance with department procedures., • Send dunning letters, statements, and payment reminders at the appropriate aging intervals., • Negotiate payment arrangements within approval authority and document all commitments., • Research and resolve short pays, deductions, and unapplied cash in coordination with the AR team., • Escalate complex or high-dollar accounts to the Credit Manager and/or Controller with a clear recommendation. Account & Dispute Resolution • Investigate billing discrepancies, missing PO numbers, pricing disputes, and delivery issues; coordinate with Sales, Project Management, and AR for resolution., • Process and track customer disputes through to resolution, ensuring timely follow-up on all open items., • Maintain accurate, detailed collection notes and account histories within current accounting technology and software., • Assist with the preparation of preliminary notices, lien documents, and bond claim packages as directed. Reporting & Administrative Support • Review aging reports daily and prioritize collection activity based on dollar value, age, and risk., • Provide regular status updates to the Credit Manager on portfolio performance, problem accounts, and payment commitments., • Support month-end close activities, including reconciliation of assigned accounts and cash application research., • Maintain organized files and documentation in accordance with company retention policies. Cross-Functional Collaboration • Partner with Accounts Receivable, Sales, and Chief Financial Officer to resolve customer issues that impact payment., • Communicate professionally with customers, contractors, and general contractors at all times, representing Tangram positively., • Assist with administrative or departmental support as needed to maintain workflow continuity. QUALIFICATIONS AND SKILLS: • High school diploma or equivalent required; associate or bachelor's degree in Accounting, Finance, or related field preferred., • 2+ years of B2B collections experience required; construction industry or dealership experience strongly preferred., • Familiarity with lien rights, preliminary notices, joint checks, and bond claims is a plus., • Working knowledge of Sage, Nexus, Laserfiche, and Microsoft Office Suite (Excel, Word, Outlook)., • Strong written and verbal communication skills with a professional, customer-focused approach., • Excellent organizational skills with the ability to manage a high volume of accounts and meet deadlines., • Strong attention to detail and accuracy in account documentation., • Ability to work independently while collaborating effectively with cross-functional teams. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Overview Under the direction of the Chief Information Officer, the Senior Solutions Architect will be responsible for defining, designing, and leading Cavender’s enterprise solution architecture with a primary focus on integrations across all core business systems. This role serves as a key technical leader within IT, ensuring scalable, reliable, and secure connectivity across platforms including ERP, ecommerce, POS, HRIS, WMS, and data environments. The Senior Solutions Architect will partner closely with business and technology leaders to translate business needs into technical solutions, establish architecture standards, and drive modernization across Cavender’s technology landscape. This role also provides leadership and oversight to integration resources, ensuring operational excellence and long-term system stability. DUTIES AND RESPONSIBILITIES • Support the “Cavender’s Culture” and drive the Mission, Vision and Values, • Serve as the enterprise lead for solution architecture with a focus on integrations across all business systems, • Own the design and architecture of Cavender’s integration ecosystem, ensuring scalability, reliability, and performance, • Lead design and implementation of integrations across ERP (D365), merchandising (Jesta), ecommerce, POS, 3PL and distribution systems, HRIS, and data platforms, • Provide architectural oversight for middleware platforms such as Boomi, Azure Logic Apps, Service Bus, and related technologies, • Partner with business and IT stakeholders to translate requirements into scalable, long-term technical solutions, • Establish and enforce enterprise architecture standards, integration patterns, and best practices, • Ensure data integrity, consistency, and governance across all integrated systems, • Drive modernization efforts including API-first architecture, event-driven design, and cloud-based integrations, • Lead root cause analysis and resolution of complex integration issues, ensuring long-term stability and optimization, • Provide leadership and direction to integration team members, including oversight of integration support and development resources, • Collaborate with cross-functional teams including IT, Finance, Merchandising, Ecommerce, and Operations to deliver integrated solutions, • Architect and support omnichannel data flows including BOPIS, ship-from-store, and inventory visibility across all channels, • Ensure near real-time inventory synchronization across POS, ecommerce, and distribution systems, • Support pricing and promotion propagation across all selling channels, • Design and scale integrations to support store operations across a multi-location environment (200+ stores), • Manage relationships with third-party vendors and partners to ensure alignment with Cavender’s standards and objectives, • Support SOX ITGC compliance, security standards, and audit readiness across enterprise systems, • Contribute to IT strategy and roadmap planning to support business growth and scalability, • Mentor team members and promote best practices in architecture, integrations, and system design Qualifications and Requirements • Bachelor’s degree in Information Technology, Computer Science, or related field, or equivalent work experience, • 10+ years of experience in solution architecture, enterprise systems, or systems integration, • 5+ years of experience designing and supporting enterprise integrations and middleware platforms, • Experience with integration technologies such as Boomi, Azure Logic Apps, APIs, Service Bus, or similar tools, • Strong experience working with enterprise systems such as ERP, ecommerce platforms, POS, HRIS, and data platforms, • Experience working within environments utilizing Azure Active Directory (Entra ID) for identity and access management, • Familiarity with DevOps practices and CI/CD pipelines, preferably within Azure DevOps, • Proven ability to design scalable, secure, and high-performing technical solutions, • Strong understanding of data architecture, data flow, and system interoperability, • Experience leading technical initiatives and providing architectural guidance, • Strong analytical and problem-solving skills with the ability to manage complex system challenges, • Excellent communication skills with the ability to translate technical concepts to non-technical stakeholders, • Retail or multi-location business experience preferred Preferred Skills • Experience with cloud platforms such as Azure, AWS, or GCP, • Familiarity with data platforms such as Snowflake, Power BI, or similar tools, • Knowledge of SOX compliance, ITGC controls, and enterprise governance, • Experience with API management, microservices, and event-driven architecture, • Certifications such as TOGAF, Azure Architect, or similar preferred, • Experience building or scaling integration and architecture functions, • Strong leadership and cross-functional collaboration skills, • Experience supporting omnichannel retail environments and large-scale store operations Cavender’s is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, military status, national origin, sex, ancestry, age, sexual orientation, pregnancy, disability, genetic information, or any other personal characteristic protected under federal, state, or local law. Cavender’s will provide reasonable accommodations for persons with a disability upon request. If you have a disability and need assistance completing the application, please call Customer Service at (888) 361 – 2555 or visit your nearest Cavender’s store.

Job Description Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. We are looking for a Director of IT Infrastructure & Operations, who will be the leader accountable for the global infrastructure and operational backbone of Five9's internal IT — spanning networking, identity and access management, IT services, cloud services, and the Microsoft 365 platform. This is a strategic leadership role, not a hands-on engineering role. The leader in this seat sets the multi-year roadmap, builds and develops the team that executes it, runs a metrics-driven operation, and partners closely with Security, Engineering, Workplace, and business leaders to ensure Five9 employees have a secure, productive, and reliable computing environment wherever they work. The successful candidate will bring a rare combination of strategic vision, operational rigor, and people leadership. They will be equally comfortable in a Chief Information Officer (CIO) staff conversation about a three-year platform strategy and in a war-room incident review where minutes matter. They lead with data, drive through process, and develop talent. This role reports to our CIO Key Responsibilities • Strategy & Leadership, • Own and execute the multi-year strategy and roadmap for global IT infrastructure and operations, aligned to Five9's business priorities and growth plans., • Serve as a key member of the CIO's leadership team; contribute to enterprise IT strategy, budget planning, and organizational design., • Build, develop, and retain a high-performing global team of IT leaders, managers, engineers, and administrators across multiple geographies., • Establish a culture of operational excellence, accountability, continuous improvement, and customer service to internal stakeholders., • Partner with the CISO and Security leadership to ensure infrastructure design, identity controls, and operational practices meet Five9's security and compliance obligations., • Networking (Global), • Own the global enterprise network strategy: corporate LAN/WLAN, SD-WAN, remote access (ZTNA/VPN), DNS, and internet egress across all Five9 offices and remote workers., • Ensure network availability, performance, and observability meet defined SLAs across all regions., • Drive modernization initiatives — zero trust networking, secure access service edge (SASE), network automation — with clear business cases and measurable outcomes., • Manage relationships with network carriers, ISPs, and connectivity partners globally., • Identity & Access Management, • Own the enterprise IAM strategy and platform: single sign-on, multi-factor authentication, lifecycle management, privileged access management, and entitlement governance., • Partner with HR, Security, and application owners to ensure consistent identity governance across SaaS, infrastructure, and internal applications., • Lead modernization toward continuous access evaluation in alignment with zero trust principles., • Cloud Services, • Own the strategy and operations for corporate IT cloud services., • Drive cloud FinOps discipline: cost visibility, optimization, and forecast accuracy., • Establish cloud governance, security guardrails, and lifecycle management., • Partner with Security and Engineering on shared platforms, identity federation, and secure connectivity between corporate IT and product environments., • Microsoft 365, • Own the Microsoft 365 platform end-to-end: Exchange Online, Teams, SharePoint, OneDrive, Intune, Entra ID, Purview, and the broader M365 ecosystem., • Manage licensing strategy, true-ups, and Microsoft Enterprise Agreement relationship in partnership with Procurement., • Evaluate and integrate AI capabilities (e.g., Microsoft Copilot) with appropriate governance, change management, and measurable adoption., • Operational Excellence & Financial Management, • Define and report on KPIs and SLAs across all functional areas: availability, MTTR, ticket resolution, change success rate, employee satisfaction (CSAT), and cost per user., • Own the annual operating budget and capital plan for infrastructure and operations; manage to budget and deliver business cases for new investment., • Lead vendor management for major partners and service providers; negotiate contracts in partnership with Procurement and Legal., • Establish a structured continuous improvement program; instrument the environment so decisions are made on data, not anecdote. Required Qualifications: • 10+ years of progressive IT experience, with 5+ years in leadership roles managing global infrastructure and operations functions., • Demonstrated experience leading multiple of the in-scope domains — networking, IAM, IT services, cloud services, and Microsoft 365 — at enterprise scale., • Track record of building, developing, and retaining high-performing global IT organizations, including direct management of managers., • Deep experience operating in a cloud-first or cloud-heavy environment; comfort with public cloud platforms (Azure, AWS, GCP) and SaaS-based IT operating models., • Strong working knowledge of modern identity and zero-trust architectures., • Demonstrated ability to set strategy, build a roadmap, and execute through quarterly milestones with measurable outcomes., • Excellent communication skills, including the ability to present to executive leadership and external partners., • Experience operating in a regulated environment (SOC 2, ISO 27001, GDPR, etc.) and partnering closely with Security and Compliance functions., • Experience integrating IT environments through M&A activity., • Bachelor's degree in Computer Science, Information Systems, or related field, or equivalent experience. Leadership Attributes: • Strategic thinker. Sees around corners. Connects technology investment to business outcomes. Builds three-year roadmaps and works backward to quarterly execution., • Data-driven. Instruments before opinionating. Runs the function on dashboards and KPIs, not intuition. Brings data to every decision., • Process-oriented. Builds repeatable, scalable processes that survive personnel changes. Believes well-designed process is what lets the organization move faster, not slower., • Operationally rigorous. Holds high standards for availability, security, and employee experience. Comfortable in incident command and equally comfortable in calm steady-state operations., • People leader. Hires above their bar, develops their team, and creates the conditions for leaders below them to grow into the next role., • Collaborative partner. Works through influence as much as authority. Trusted partner to Security, Engineering, HR, Finance, and business leaders., • Customer-obsessed internally. Treats Five9 employees as customers and measures success by their experience. Work Location: This role is hybrid. 3 days a week (T, W, TH) in our Dallas office is required. As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process. Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process. Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans. Our total reward package also includes: • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching., • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents., • Generous employee stock purchase plan., • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave. All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties. The US base salary range for this role is below. $119,300—$371,300 USD Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we are. Five9 is an equal opportunity employer. View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal. Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

Job DescriptionPosition Summary: loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For: Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Plano, TX full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition. Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job Description Americo is hiring a full-time Financial Systems Lead to join our expanding team! This position is full time and based in office at our Kansas City, MO location. Overview This role works with Finance, IT, and business stakeholders to optimize financial systems, improve automation, enhance reporting, and support core finance processes within established guidelines and service level expectations. This position reports to the Chief Accounting Officer. Key Responsibilities • Lead or support implementation of new Oracle Fusion functionality, modules, and process improvements., • Partner with Finance, IT, and business stakeholders to troubleshoot issues, provide training, and support long-term system enhancements and continuous improvement., • Streamline end-to-end finance processes and identify automation opportunities to reduce manual effort and errors across finance operations., • Support the development and maintenance of system-based reports and dashboards for finance users., • Ensure data integrity and consistency across subledger and general ledger systems. Required Qualifications • Bachelors Degree completed in Accounting, Finance, Information Systems, Business, or a related field., • 5+ years of experience in financial systems, accounting, or finance operations., • Hands-on experience with Oracle Fusion Financials and EPM or Oracle E-Business Suite (EBS)., • Experience with Oracle Cloud tools such as Smart View, Narrative Reporting, OTBI, or BI Publisher., • Experience supporting ERP implementations, upgrades, or system enhancements., • Strong analytical thinking, problem-solving, collaboration, attention to detail, and continuous improvement skills., • Experience developing dashboards, reports, or analytics for finance users., • Ability to partner cross-functionally with Finance, IT, and business stakeholders to drive process improvements and system adoption. About Us Americo: We’re in this for life The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us. What You’ll Love About Working at Americo: Compensation Our competitive pay and robust bonus program, offered to all associates, will make you feel valued Learning and development We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers. Work-life balance We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a maternity and parental leave program, along with paid STD and LTD. Health and well-being We are committed to your health and are pleased to offer flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions. Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage. Additionally, we provide company paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching. Future planning Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education. Giving back We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community. The fun stuff Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company. Bustling environment Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered. #LI-SM1

Job DescriptionDescription: The Credit Data Analyst role is critical in helping the organization assess risk, set credit limits, and ensure compliance with lending protocols. The Credit Data Analyst is responsible for analyzing characteristics of the Bank’s loan portfolio and assists the Chief Credit Officer (CCO) in monitoring the health of the loan portfolio. The Analyst will also assist the CCO in calculating the bank’s Allowance for Credit Losses monthly, and prepare the documentation used in making the calculation. Additionally, the Analyst will be responsible for preparing all the Credit department Board reports for the monthly Board of Directors meetings. This role involves analyzing the portfolio through Microsoft Excel pivot tables, V-Lookup, and other data analytic tools. Key Responsibilities: • Data Analysis:, • Perform ratio analysis and other quantitative assessments to evaluate portfolio health and underlying trends within the portfolio, • Assist the CCO in analyzing concentrations and prepare written analysis on concentrations within the portfolio, • Risk Modeling:, • Develop and maintain financial models and spreadsheets to support risk assessment, • Reporting:, • Prepare detailed reports summarizing findings and recommendations for loan portfolio, • Responsible for preparing monthly Board reports in a timely manner, under tight timeframes, • Compliance & Audits:, • Ensure compliance with bank policies, procedures, and regulatory requirements, • Assist in audits and policy reviews, • Maintain accurate and up-to-date files and records, • Prepare regular reports on credit portfolio performance and risk exposure., • Collaboration:, • Work with senior management, risk managers, and legal teams to make informed analysis and decisions., • Market Monitoring:, • Stay updated on economic trends and credit market conditions to inform risk assessments., • Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines, including currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, and more., • Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures., • Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations. Perform other duties and responsibilities as assigned Requirements: • Education:, • Bachelor’s degree in finance, accounting, economics, or a related field. Advanced degree or professional certification (e.g., CFA) preferred, • Experience:, • Minimum of 3-5 years of experience in credit analysis or a related field, • Experience in the banking or financial services industry preferred, • Skills:, • Analytical Skills: Strong quantitative and qualitative analysis abilities; experience with financial ratios and risk assessment, • Proficient in advanced analytics using programs such as Microsoft Excel, Power BI, SQL and/or Tableau, • Proficient in financial software and Microsoft Office Suite, • Strong communication and interpersonal skills, • Soft Skills:, • Attention to detail, problem-solving, communication, and teamwork

Job DescriptionDescription: The Director, Individual Giving is a key position within the Development team at the Dallas Arboretum and Botanical Garden, responsible for advancing a comprehensive strategy for individual philanthropy. Reporting directly to the Vice President, Development, this role leads the strategy and execution of all individual fundraising efforts, overseeing the cultivation, solicitation, and stewardship of donors at all levels, from membership and annual supporters to major and planned gift prospects, and plays a central role in building long-term relationships that sustain and advance the Arboretum’s mission. JOB SUMMARY: The Director, Individual Giving leads the strategy and execution of all individual fundraising efforts for the Dallas Arboretum and Botanical Garden. This position oversees the cultivation, solicitation, and stewardship of individual donors at all levels - from membership and annual supporters to major and planned gift prospects, and plays a key role in building long-term relationships that sustain and advance the Arboretum’s mission. Reporting to the position of Vice President, Development, the Director works closely with prospective and current members and donors, Advancement colleagues, and other internal stakeholders to design and implement strategies that grow membership, annual, major, and planned giving; strengthen donor engagement; and expand the pipeline of philanthropic support aligned with the Arboretum’s four pillars of Environment, Excellence, Engagement, and Experience. ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO: Strategic Fundraising Leadership • Develop and implement a comprehensive individual and membership giving strategy encompassing membership, annual, mid-level, major, and planned gifts., • Establish annual and multi-year fundraising goals and performance metrics in coordination with the Vice President, Development and Chief Advancement Officer., • Lead the identification, cultivation, solicitation, and stewardship of individual members, donors, and prospects., • Collaborate with the Chief Advancement Officer on strategy for principal and transformational gifts., • Work in partnership with the Marketing and Guest Experience team to ensure cohesive donor communications, recognition, and brand alignment. Major and Planned Giving • Manage a personal portfolio of 75–100 major and planned giving prospects, cultivating relationships through personalized engagement strategies., • Develop customized cultivation and solicitation plans that align donor interests with organizational priorities., • Prepare and deliver compelling proposals and presentations for individual prospects and families., • Partner with outside advisors, legal counsel, and the Finance department on complex or deferred gifts., • Serve as internal resource for staff and volunteers on planned giving strategies and vehicles. Membership, Annual, and Mid-Level Giving • Oversee the strategy, design, and execution of the membership and annual fund programs, including direct mail, digital campaigns, and personalized appeals., • Supervise gift officers, managers, and coordinators responsible for membership, annual, and mid-level donor engagement and renewal., • Partner with Membership and Guest Experience teams to create conversion strategies from members to donors., • Analyze donor data and giving trends to inform segmentation, messaging, and retention strategies. Stewardship and Donor Engagement • Collaborate with the Donor Relations and Events teams to plan cultivation and recognition events, including receptions, previews, and leadership gatherings., • Ensure all donors receive timely acknowledgments and meaningful recognition consistent with Arboretum standards., • Develop stewardship reports, impact communications, and legacy society materials., • Engage the Board and key volunteers in peer-to-peer solicitation and donor engagement activities. Team Collaboration and Management • Supervise membership and individual giving staff, providing mentorship, clear goals, and performance feedback., • Partner closely with the Director, Development Operations to ensure data accuracy, moves management, and gift reporting integrity., • Collaborate with the Director, Institutional Giving to coordinate solicitations and cross-sector opportunities., • Foster a collaborative Culture of Philanthropy across Advancement and the organization.Requirements: SKILLS AND QUALIFICATIONS: Education and Experience • Bachelor’s degree required; advanced degree or CFRE certification preferred., • Minimum of (5) five to (7) seven years of progressively responsible experience in individual, membership, major, and/or planned giving., • Proven record of securing and stewarding five- and six-figure gifts from individuals., • Experience managing staff and working effectively across teams and departments., • Proficiency with Raiser’s Edge NXT (or similar CRM) and Microsoft Office Suite. Key Competencies and Attributes • Exceptional interpersonal and relationship-building skills., • Strategic thinker with the ability to inspire confidence among donors, board members, and colleagues., • Strong written and verbal communication, presentation, and storytelling skills., • Organized, analytical, and results-oriented with high attention to detail., • Enthusiastic advocate for the Arboretum’s mission and values. WORK ENVIRONMENT • Full-time, exempt, in-office position., • Occasional evenings and weekends are required for donor cultivation and events., • Valid Driver’s License, • Ability to pass all pre-employment requirements including a criminal background check and drug test To help you stay energized, engaged, and inspired, we offer a wide range of benefits including comprehensive healthcare, a 401K, and Paid Time Off (PTO). The mission of the Dallas Arboretum and Botanical Garden is to be a garden for all that enriches lives through beauty, learning, and connection. We are a world-class sanctuary where people and plants flourish in the natural environment. The Dallas Arboretum is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, ancestry, national origin, place of birth, religion, sex, sexual orientation, gender identity and expression, military or veteran status, genetic characteristics or disability unrelated to job performance.

Job Description Mission The Warren Center advocates, serves and empowers the children and families impacted by developmental delays and disabilities. Core Values Demonstrate The Warren Center’s Core Values: • We are family focused and work passionately for our families., • We play well with others, we have fun, find joy and love a good laugh while treating everyone with respect, courtesy and honesty., • We are curious, we ask why and we seek to understand, to learn and to grow., • We are solution driven, when we see an issue, we speak up, act and don’t rest until solutions work efficiently and well. Summary Reporting to the Chief Executive Officer (CEO), the Director of Finance is responsible for the strategic leadership and day-to-day oversight of the Finance and Medical Billing departments. This position oversees all financial operations, including accounting, budgeting, financial reporting, cash management, compliance, and revenue cycle activities. The Director of Finance partners with organizational leadership to ensure sound financial stewardship, maximize revenue collection, and support the organization's mission through effective financial planning and analysis. Essential Duties and Responsibilities To perform this job successfully, an individual must be able to perform the following satisfactorily. Other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Financial Management • Supervise accounting and medical billing personnel, • Follow and ensure compliance with all relevant Generally Accepted Accounting Policies (GAAP) and other technical accounting updates and interpretations, • Maintain a documented system of accounting policies and procedures, • Oversight of the accounting department, including the design and implementation of processes adequate for achieving the company’s financial goals and objectives, • Develop, implement, and maintain comprehensive accounting and billing systems for the agency, including all current and future programs., • Develop a reliable cash flow projection process and reporting mechanism which includes minimum cash threshold to meet the operating needs of the agency, • Supervise accounting and medical billing personnel, including hiring, firing, staff development, and staff support, • Manage the development of the annual budget with the Executive team for approval by the CEO and Board of Trustees, • Supervise the maintenance and/or preparation of all cash books, ledgers, and general journals, • Supervise accounts payables and accounts receivable records, • Oversee the preparation of monthly bank reconciliations, • Identify account classification for general ledger entries, • Prepare audit schedules, financial statements, and footnotes for the year-end financial statement audit, • Provide support to auditors during the annual audit, • Prepare schedules as needed for the annual financial audit and preparation of Form 990, • Prepare Board of Trustees and Finance committee reports as needed Medical Billing Department • Develop strategic plans and provide oversight of the Medical Billing team and ensure that goals and objectives of the team are properly defined and clearly established, • Track important Key Performance Indicators (KPI’s) to monitor operational efficiency in accordance with industry best practices. Government Grant Reporting • Work with Texas Health and Human Services (HHS) to accurately manage contract reporting, • Complete annual Mental Health, Early Childhood Intervention, and Individuals with Developmental Disabilities (MEI) cost report, • Ensure timely quarterly and annual Early Childhood Intervention (ECI) financial reports, • Coordinate the provision of information to state auditors for periodic audits, • Work with the program management staff to prepare annual ECI budget, • Prepare monthly Early Childhood Intervention (ECI) state voucher, • Maintain local, state, and federal financial records Additional Technical Skills, Traits and Knowledge To perform this job successfully, an individual must be able to perform each qualification satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. • High energy and passion for The Warren Center’s mission is essential, • Ability to maintain the highest level of discretion and confidentiality, • Clear and concise communication skills, • Strong organizational and interpersonal skills, • Problem solving and analytical skills - ability to strategically interpret data and resolve issues as they arise, • Strong organizational and time management skills with exceptional attention to detail, • Advanced knowledge of QuickBooks Online, • Advanced knowledge of Microsoft Office365: including Word, Excel, PowerPoint, Outlook, OneDrive, SharePoint, and Teams Education and Experience • Required: Bachelor’s degree in accounting, or Business with an emphasis in accounting, • Preferred: Master’s degree in business administration, • Preferred: Certified Public Accountant certification, • Required: 5+ years of accounting experience, • Preferred: Nonprofit accounting experience and government contract management experience, • Preferred: Working knowledge of medical billing Environment The physical requirements and work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. Reasonable accommodation will be provided to enable individuals with disabilities to perform the essential functions of the job. • Moderate to high-stress level, • Long periods of sitting, • The noise level in the work environment is usually moderate Equal Opportunity Employer The Warren Center is an Equal Opportunity Employer, and we believe in an inclusive culture for all. The Warren Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionDescription: Strategic Finance & Planning: • Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget, • Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model, • Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team, • Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions, • Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan Business Partnership: • Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets, • Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes, • Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives, • Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance Reporting & Board Engagement: • Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on, • Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality, • Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively, • Ensure accuracy, clarity, and timeliness across all of the function’s deliverables Leadership & Development • Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting, • Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product Requirements: • Bachelor’s degree in accounting, finance, economics or related field from a top university, • 8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others, • Proven track record as a strategic business partner to senior leadership, • Executive presence with the ability to influence and constructively challenge senior leaders, • Excellent communication, written and verbal, and analytical skills, • Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations, • Highly curious and a strategic thinker, • Superior attention to detail, • Strong organizational skills and the ability to manage multiple priorities, • Resourceful self-starter who operates with minimal direction, • Mature and professional with a strong work ethic, • Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word) Preferred Qualifications: • Prior experience working in a PE-backed environment and/or professional services firm, • Prior experience building or scaling an FP&A function, • CPA, CFA, and/or MBA, • Proficient with BI tools (e.g. PowerBI, Tableau), • Experience leveraging AI tools to drive process efficiencies Unique Attributes: • PE-backed company, • Fast-paced, small-team setting, • Reports directly to the Chief Financial Officer, • Highly visible role with direct exposure to executive leadership, • Key contributor to strategic initiatives and value creation, • Insight into multiple functions of the business, • Competitive compensation and benefits, • Good company culture and casual work environment

Job Description Company Overview: Petrus Aviation, LLC ("Petrus") is a flexible and efficient provider of equity and capital solutions to the aviation industry, financing investments across aircraft and engine leasing, trading, part out, and freighter conversions. The firm partners with industry-leading operators and stakeholders to identify and execute investment opportunities throughout the aviation asset lifecycle. Petrus is focused on disciplined capital deployment, operational excellence, and value creation, providing investors with access to specialized aviation assets through a scalable and data-driven investment platform. Position Summary: Petrus Aviation is seeking a dynamic and experienced Director of Finance to oversee the finance, valuation, cash flow monitoring, reporting, and controls environment for an aircraft leasing investment fund in Dallas, TX. Reporting to the Chief Operating Officer, this individual will serve as the operational finance lead between the deal team, operating partners, accounting providers, valuation analyst, management, and investors. A primary responsibility of this position will be to establish and maintain a strong financial control environment across the platform, including oversight of cash flow monitoring, operating partner reporting, accounting and tax information, valuation inputs, and investor-facing reporting. This individual will be responsible for ensuring the accuracy, completeness, and integrity of the information used to support financial reporting, investment valuations, and management decision-making. The role will also oversee the valuation process and preparation of the discounted cash flow models used to value the fund's aircraft investments. The ideal leader will also implement and maintain strong controls, procedures, governance practices, and documentation standards to support reliable valuations, informed decision-making, and investor confidence. Responsibilities: Financial Controls, Governance and Valuation Oversight: • Manage the Valuation Analyst and oversee the quarterly valuation process from data collection through model review, management review, and final valuation support., • Establish clear deadlines, review expectations, documentation standards, and approval procedures., • Evaluate current DCF models for structure, formula integrity, assumption consistency, scalability, auditability, version control, and ability to support fair value conclusions., • Determine whether models should be refined, standardized, rebuilt, or supplemented with more robust templates, dashboards, input schedules, or controls., • Independently review analyst-prepared models and challenge lease assumptions, maintenance assumptions, residual values, discount rates, timing of cash flows, debt assumptions, end-of-life assumptions, and other valuation drivers., • Perform sensitivity analyses and explain valuation changes to management., • Review whether existing models are well-structured, formula-driven, transparent, consistent, and capable of supporting reliable aircraft-level valuation marks., • Prepare written model assessments identifying strengths, risks, gaps, and recommended improvements., • Determine whether the models should remain as-is, be standardized, or be rebuilt into a more controlled framework with consistent input tabs, assumption libraries, output summaries, dashboards, and audit trails., • Develop recommended model design and implementation roadmaps as needed. Model Governance and Process Improvement: • Tie lease terms, bank activity, partner reporting, maintenance activity, reserves, debt service, expenses, and residual assumptions back to support., • Maintain input control checklists, partner data trackers, and exception logs., • Review formulas, links, timing mechanics, discounting logic, scenario functionality, forecast periods, terminal values, and sensitivity outputs., • Maintain independent review sign-offs and documented review notes., • Establish version control, model change logs, review evidence, and approval requirements for changes to assumptions, formulas, and structure. Maintain a formal model governance protocol., • Assess whether the framework can support additional aircraft, partners, leases, debt structures, reporting requirements, KPIs, and investor questions without excessive manual work or control risk., • Develop scalable templates, standardized reporting packages, dashboard frameworks, and repeatable quarterly workflows. Partner Reporting, Cash Forecasting and Data Integrity: • Develop standardized partner reporting packages, timelines, certifications, and follow-up procedures., • Coordinate with operating partners to obtain accurate information about leases, maintenance activity, reserves, collections, expenses, financing activity, and other cash flows that feed cash forecasts, accounting records, and valuation models., • Coordinate with accounting providers, operating partners, and internal stakeholders to support the timely flow of GAAP, tax, cash activity, and other financial information used in reporting, forecasting, controls, and valuation processes., • Prepare and maintain aircraft-level and fund-level cash forecasts, including lease receipts, maintenance events, debt service, capital needs, operating expenses, management fees, distributions, and other expected sources and uses of cash., • Prepare operating expense budgets, monitor monthly results against budget and forecast expectations, investigate and document meaningful variances, and coordinate with operating partners and internal stakeholders to understand timing differences, recurring trends, and potential cash flow or valuation implications. Cash Controls, Expense Oversight and Audit Support: • Monitor bank accounts and cash activity for expected and unexpected transactions. Reconcile actual activity to expected activity, investigate variances, document conclusions, and maintain an exception log., • Implement controls over management expenses, operating expenses, reimbursements, professional fees, maintenance costs, and other fund or aircraft-level expenses, ensuring expenses are properly supported, approved, classified, allocated, and recorded in the appropriate period., • Design and maintain valuation policies, model governance standards, cash monitoring procedures, partner reporting controls, change-control procedures, review checklists, and documentation standards to ensure processes are repeatable, scalable, and audit-ready., • Coordinate audit support, maintain valuation documentation, respond to diligence requests, and ensure that key assumptions, model changes, partner data, and management conclusions are supported and retained. Deal Support, Dashboards and Investor Reporting: • Support the deal team with financial analysis, cash flow review, valuation sensitivity analysis, downside case analysis, return analysis, and post-close transition of new investments into the monitoring, reporting, and valuation framework., • Develop and maintain management dashboards, aircraft-level performance reporting, portfolio KPIs, cash flow summaries, valuation bridges, exception reporting, and trend analysis for management and investment oversight., • Develop and maintain forward-looking forecasting and scenario analysis tools that support investment decision-making, identify emerging risks and opportunities, and enhance the integrity of the assumptions used in valuation and portfolio oversight., • Prepare or support board presentations, valuation committee materials, investor reporting, management updates, and other reporting packages that explain fund performance, valuation changes, cash activity, risks, and key operating metrics. Required Skills and Abilities: • Demonstrated ability to build, review, redesign, and govern discounted cash flow models from scratch, not merely update existing templates., • Strong valuation, fund operations, controls, reporting, and model governance capabilities, with the technical depth to identify when a model is working mathematically but is still poorly designed from a control, documentation, data integrity, or scalability standpoint., • Ability to challenge assumptions from deal teams and operating partners in a constructive, evidence-based manner., • Strong analytical acumen, sound business judgment, and the ability to translate complex valuation and cash flow information into clear management insights., • Detail-oriented with a strong commitment to accuracy, documentation, process discipline, and data integrity., • Ability to operate as a second line of defense behind the deal team by independently validating information feeding the valuation process and ensuring quarterly marks are supported by a disciplined, repeatable, and well-controlled process. Education and Experience: • Bachelor’s degree in Accounting, Finance or related business discipline., • CPA strongly preferred; CFA or valuation credential desirable., • 10-15 years of progressive experience in private equity, infrastructure, aviation leasing, asset-backed investing, fund operations, valuation, transaction advisory, FP&A, controllership, or complex financial modeling, including experience redesigning valuation infrastructure, managing analysts, supporting investor-facing valuation processes, and developing management reporting and performance dashboards. EEO Statement: Petrus is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law. #PG

Job Description JOB SUMMARY: The Donor Relations Manager plays a pivotal role in driving fund development efforts to support donor-driven revenue for GSNETX. Collaborating with the Chief External Affairs Officer, Director of Development, and other key stakeholders, the Manager oversees the donor stewardship process including the donor database, donor reports, prospecting, communication and engagement of donors in the Girl Scout mission. The Donor Relations Manager provides collaborative support for processes and procedures to allow the Fund Development team to cultivate, engage and steward donors of GSNETX. ESSENTIAL FUNCTIONS: (This list may not include all of the duties assigned): Donor Gifts Management: -Develop and maintain all online donation forms for GSNETX donations. -Process offline and online donor contributions received by GSNETX within 48 hours. Perform daily gift processing with accurate data entry and coding for all gifts including checks, cash, credit cards, online gifts, pledges, workplace giving, and matching gifts. -Follow established donor gift entry protocols and coding hierarchy including all campaign, fund, and appeal records in database. Database and Information Management: -Maintain an effective data hierarchy including all campaign, fund, and appeal records in the database. Proactively make recommendations for improvements. -Maintain a structure within the database to effectively identify specific segments of data for various analysis and segmented fundraising appeal efforts. -Maintain the health and security of the donor database including but not limited to creating and updating prospect records, relationship tracking, affinity measures, gift coding, record coding, user security rights, address updating, and ongoing record clean up. -With the Director of Development, develop, implement, and maintain GSNETX data policies and procedures. Educate team members and cross functional stakeholders on updated policies and procedures, as needed. -Collaborate with the Finance Department to reconcile gifts and pledges monthly, maintaining data integrity for strategic operations, including month-end close and proper financial input from various online giving platforms. -Facilitate and/or deliver staff training and technical support on the usage of Raiser’s Edge NXT and other databases and online resources, to advance department and organizational impact. Facilitates drive user adoption of Raiser’s Edge NXT and best data practices. -Maintain relevant online profiles and giving platforms including, but not limited to, North Texas Giving Day, East Texas Giving Day, Corporate Processors and United Ways. -Manage vendor relationships, such as Raiser’s Edge NXT, Greater Giving, wealth screening platforms, etc. and identify new potential partnerships and tools. -Process Fund Development expenses and ensure adherence to budgetary guidelines. -Work cross functionally with team members on other data and information related projects, as needed. Fundraising: -Manage donor acknowledgement process for all contributions including regular gift receipting and acknowledgement and year-end tax summaries. -With the Director of Development, manage donor recognition tasks including website donor listings and annual report donor listings. -Oversee list management for GSNETX events, annual appeals, various mailings and other associated needs. -Maintains appropriate portfolios for Fund Development staff and CEO and assists in developing pipeline and moves management reports to assist fundraisers in successfully moving prospects to gift closing. -Conducts data-mining activities and identifies trends in giving to inform solicitations and adapt annual fund strategies as needed to reach fundraising goals. Proactively makes recommendations for new and improved data analysis. Fundraising and Stewardship Emails -With Development Manager, create donor and prospect fundraising and stewardship emails, including creating email distribution lists and emails in RE NXT. -Manage Appeals and giving forms for specific emails: Track and report on email and appeal performance for Fund Development team. OTHER -Attend Girl Scouts of Northeast Texas functions and events as requested, including the Women of Distinction Luncheon and other fundraising events. -Must maintain confidentiality when dealing with donors and gifts. -Performs other duties, as assigned CORE COMPETENCIES: -Achieves Results -Customer Focus -Planning and Organizing -Communication -Collaboration and Teamwork -Data Systems Management & Technical Proficiency JOB REQUIREMENTS: -Bachelor’s degree required with a minimum of 5 years’ experience in managing all aspects of donor data, including financial reconciliation. -Expert knowledge of CRM systems is required, experience with Raiser’s Edge NXT, Looker or Salesforce a plus. -Ability to ensure accurate data entry and donor stewardship activities with 100% accuracy. -Ability to prioritize multiple assignments and meet deadlines. -Ability to communicate clearly and effectively with team members and colleagues. -Excellent customer service skills and ability to work collaboratively and efficiently under deadlines. -Comprehensive knowledge of research methods and fundraising and donor data analysis. -Proven track-record of developing and implementing strategies for growth, closing gifts and managing relationships -Exceptional oral and written communication skills; proficiency in Office 360, PowerPoint, Microsoft Excel. -Must be able to work with partners, donors, Board members, staff and volunteers in a discreet and professional manner. -Requires ability to work under pressure to meet deadlines in timely, composed and organized manner. -Demonstrate and promote a climate of courtesy, respect, and professionalism to coworkers, volunteers served by this council, and others with whom their job puts them in contact. -Willingness to work a flexible schedule including evenings and weekends. -Adheres to the GSNETX’s equal opportunity and non-discrimination policies, which ensure that there will be no discrimination on the basis of race, color, ethnicity, sex, creed, national origin, socioeconomic status, disability, or age. -Upon employment, employee must register as an adult member in the Girl Scout organization and subscribe to the tenets of the Girl Scout Promise and Law. -Attendance is an essential job requirement defined as having regular, consistent, reliable, punctual and predictable attendance including the ability to work regular hours and shifts, before and after hours, and on weekends, when required. -Must complete and pass a criminal background check. -Must have reliable transportation, hold a valid drivers’ license and meet GSNETX driving record & automobile insurance requirements. -Must be able to travel within established geographic areas and council service centers, as necessary. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made as required by law in an attempt to enable an individual with a disability to perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit/stand for prolonged periods of time; key and/or control objects; interact extensively with internal and external customers; occasionally lift and/or move objects weighing up to 25 pounds; and occasionally travel within the state. CERTIFICATIONS/LICENSES None required.

Job Description Portfolio Manager – Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma-Rooted Community Bank Expanding in Dallas Are you a relationship-driven lending professional who thrives behind the scenes making deals happen? Our client — a regional community bank recognized as a "Best Place to Work" for over a decade — is seeking a Portfolio Manager to join their growing Dallas-Uptown team. This is a career-building opportunity to work alongside top-producing Loan Officers, sharpen your credit and analytical skills, and become a trusted advisor to commercial and consumer banking clients. Why You'll Want This Role • Work with the best – Support high-performing Loan Officers and gain hands-on exposure to complex commercial and consumer credit deals., • Grow, don't just work – Join a true learning organization with mentorship, personal growth planning, and a clear runway toward Loan Officer or leadership tracks., • Culture that walks the talk – A workplace consistently recognized for employee satisfaction, community involvement, and putting people first., • Real ownership – Employee Stock Ownership Program and 401(k) match up to 6%, so your work builds your own equity too., • Make an impact locally – Build your book of business through relationship banking and community engagement in the thriving Dallas-Uptown market. What You'll Do • Serve as a key point of contact for commercial and consumer loan clients, ensuring an exceptional customer experience from application to close., • Partner closely with Loan Officers on financial analysis, underwriting support, loan documentation, and covenant monitoring., • Identify cross-sell opportunities and deepen client relationships across the full suite of banking products., • Help drive business development through community involvement and relationship building., • Maintain portfolio quality by managing delinquency and collections within bank guidelines.What You Bring, • Bachelor's degree in Business, Finance, or equivalent experience., • 2+ years in financial services; consumer or commercial lending background preferred., • Sharp analytical instincts, sound judgment, and a proactive, project-ownership mindset., • Polished communication skills and a professional presence — you're the face of the bank to your clients., • A dependable, detail-oriented approach to documentation, compliance, and deadlines.Ready to Take the Next Step? This is a confidential search conducted on behalf of our client. If you're a lending professional ready to grow your career with a company that genuinely invests in its people, we want to hear from you.

Job Description Overview Cavender’s, the leading retailer in the Western and workwear industry, is seeking an experienced and strategic IT Director, Retail Technology to lead the vision, delivery, and optimization of the company’s retail and enterprise technology portfolio. Reporting to the Chief Information Officer, this role is responsible for technology solutions that support store operations, omnichannel commerce, customer engagement, supply chain execution, and enterprise business processes, including Microsoft Dynamics 365 Finance & Operations, Point of Sale systems, payment technologies, loyalty platforms, and critical business integrations. The IT Director, Retail Technology partners closely with executive leadership, business stakeholders, technology vendors, and managed service providers to align technology investments with organizational objectives, drive digital transformation initiatives, improve operational efficiency, enhance the customer experience, and ensure reliable, scalable technology solutions that support Cavender’s continued growth. Duties and Responsibilities Retail Technology & Store Operations • Own all technology supporting retail store operations including Point of Sale (POS), payment terminals, back-office systems, inventory management, receiving, fulfillment, and store productivity solutions., • Develop technology roadmaps that improve store associate efficiency and enhance the customer experience., • Lead new store technology deployments, hardware refresh initiatives, and retail technology modernization efforts. Warehouse Management Systems & Distribution Operations • Provide leadership for warehouse management systems and related technologies supporting distribution center operations, including inventory control, receiving, replenishment, picking, packing, shipping, returns, and cycle counting., • Partner with Supply Chain, Distribution Center leadership, Store Operations, eCommerce, and Finance teams to align warehouse technology capabilities with operational goals, fulfillment needs, and business growth., • Oversee integrations between warehouse management systems, Microsoft Dynamics 365 Finance & Operations, eCommerce platforms, order management systems, parcel carriers, inventory systems, and reporting platforms., • Drive technology initiatives that improve inventory accuracy, fulfillment speed, labor efficiency, shipment visibility, exception management, and overall distribution center performance. Omnichannel Commerce & Customer Experience • Partner with eCommerce and Marketing teams to support omnichannel customer journeys., • Oversee integrations between eCommerce platforms, order management systems, loyalty solutions, customer engagement platforms, and enterprise applications., • Drive initiatives that improve customer acquisition, retention, loyalty, and digital engagement. Payments & Financial Technology • Lead payment technology strategy including card processing, payment terminals, digital wallets, Buy Now Pay Later solutions, gift card platforms, and payment security., • Lead fraud prevention and payment security initiatives, partnering with Finance, Loss Prevention, and third-party providers to identify emerging risks, implement controls, reduce fraud exposure, and protect both company assets and customer transactions across all sales channels., • Partner with Finance to optimize payment processing costs and improve customer payment experiences. Enterprise Applications & Business Systems • Provide leadership for enterprise business applications supporting Retail, Supply Chain, Distribution, Finance, Customer Service, and Corporate Operations., • Establish application governance standards, release management processes, and technology roadmaps. Vendor & Managed Services Governance • Manage relationships with strategic technology vendors, implementation partners, and managed service providers., • Establish service level expectations and accountability measures to ensure high-quality technology support and delivery. Security, Compliance & IT Controls • Partner with Information Security, Internal Audit, and Finance teams to ensure compliance with SOX, PCI, and internal control requirements., • Oversee user access governance, segregation of duties reviews, change management processes, and application security controls. Data & Business Process Optimization • Lead continuous improvement initiatives focused on process automation, data quality, system performance, and operational efficiency., • Drive data governance initiatives that improve reporting accuracy, business insights, and decision-making capabilities. Qualifications and Requirements • Bachelor’s degree in Information Technology, Computer Science, or a related field., • 10+ years of experience in IT, with at least 5 years in a leadership role., • Demonstrated experience leading technology strategy, application delivery, and operational support within a retail, distribution, logistics, or omnichannel environment., • Experience managing complex system integrations between enterprise applications, eCommerce platforms, third-party service providers, payment processors, logistics providers, and customer engagement solutions., • Proven success leading digital transformation initiatives, business process optimization efforts, and large-scale technology implementations., • Experience developing and executing technology roadmaps aligned with business objectives and organizational growth strategies., • Strong understanding of retail operations, inventory management, supply chain processes, customer experience technologies, and omnichannel commerce., • Experience managing technology vendors, managed service providers, implementation partners, and strategic technology relationships., • Knowledge of IT governance, security controls, compliance requirements, disaster recovery planning, and risk management best practices., • Proven ability to lead cross-functional teams, manage competing priorities, and deliver complex projects on time and within budget., • Excellent communication, presentation, and stakeholder management skills, with the ability to translate technical concepts into business value for executive and operational audiences., • Strong analytical, problem-solving, and decision-making skills with a focus on continuous improvement and operational excellence. Technical Skills • Understanding of retail POS architecture, store systems, payment terminals, receipt printers, scanners, cash drawers, mobile devices, back-office systems, and store network dependencies., • Experience with payment technologies, including payment gateways, processors, card-present and card-not-present transactions, tokenization, digital wallets, gift cards, fraud tools, chargebacks, reconciliation, and PCI compliance., • Experience with system integration methods, including APIs, middleware, EDI, batch processing, file-based integrations, event-driven integrations, web services, and third-party connectors., • Familiarity with Microsoft Azure, cloud-hosted applications, identity management, monitoring, application environments, and cloud integration concepts., • Experience with SQL, relational databases, reporting tools, data validation, data mapping, and troubleshooting data issues across enterprise applications., • Knowledge of application lifecycle management, including requirements gathering, solution design, configuration, development coordination, testing, deployment, release management, and support transition., • Familiarity with IT service management tools and practices, including incident management, problem management, change management, request management, knowledge management, and service level reporting., • Experience with project management and delivery tools, such as Jira, Azure DevOps, Microsoft Project, Smartsheet, ServiceNow, or similar platforms., • Ability to troubleshoot complex business and technical issues across applications, integrations, data flows, vendors, infrastructure, and operational processes., • Strong understanding of security and access controls, including role-based access, segregation of duties, audit logging, privileged access, and application security governance., • Familiarity with retail analytics, reporting, master data, inventory data, sales data, customer data, and operational dashboards., • Ability to evaluate technical designs, vendor proposals, architecture decisions, support models, and technology roadmaps Preferred Skills • Expertise in Microsoft Dynamics 365 Finance & Operations, particularly in Commerce and Supply Chain Management modules, and CE modules, particularly Sales Professional and Contact Center., • Knowledge of project management, service management, and software delivery methodologies, including Agile, Waterfall, ITIL, and change management best practices., • Experience using industry accepted project management tools. Cavender’s is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, military status, national origin, sex, ancestry, age, sexual orientation, pregnancy, disability, genetic information, or any other personal characteristic protected under federal, state, or local law. Cavender’s will provide reasonable accommodations for persons with a disability upon request. If you have a disability and need assistance completing the application, please call Customer Service at (844) 283 – 8423 or visit your nearest Cavender’s store.

Job DescriptionOwn the State. Lead the Team. Drive the Growth. Are you a strategic sales leader with deep expertise in automotive finance and a passion for building high-performing teams? Lendbuzz is looking for a Sales Director to lead our field sales efforts across the State, managing a team of Market Development Managers (MDMs) and overseeing statewide dealer growth, performance, and profitability. As a Sales Director you’ll be responsible for translating our national sales vision into localized strategy and execution. You’ll coach and develop your field team, guide territory expansion, and build strong dealer relationships to ensure consistent growth in contract volume and market share. Reporting to the Chief Sales Officer, you’ll serve as a key driver of Lendbuzz’s success in one of our most important markets. *Residence within or near the assigned geographic territory is required.*Key Responsibilities: • Lead Regional Execution: Own performance across the entire state, setting clear goals for Market Development Managers and ensuring delivery against volume, growth, and retention targets., • Build & Develop Field Teams: Hire, coach, and mentor MDMs—ensuring your team is equipped to build strong dealer partnerships and execute at a high level., • Market Strategy & Expansion: Analyze market trends, identify sub-regional opportunities, and lead execution of a scalable go-to-market strategy across metro and rural areas., • Dealer Growth & Relationship Management: Support your team in signing new dealerships, deepening relationships, and driving adoption of Lendbuzz solutions., • Cross-Functional Alignment: Partner with underwriting, credit, inside sales, and marketing to deliver a seamless dealer experience., • Performance Management: Use data-driven tools and reporting to track KPIs, identify improvement areas, and optimize team performance.Qualifications:, • 10+ years of experience in Automotive Lending, F&I, or Dealer Sales—preferably with multi-market oversight, • Proven success in building and managing field sales teams, • Strong network of dealer relationships and a track record of territory growth, • Highly strategic, with the ability to execute in fast-paced, evolving environments, • Strong analytical skills and comfort using performance data to make decisions, • Hands-on leadership style — you coach in the field, not from behind a desk, • Ability to travel extensively within the state (up to 70–80%), • Bilingual in Spanish and English is a preferredWhat Success Looks Like, • A high-performing, accountable field team with strong retention, • Scalable, high-intent dealership partnerships, • Growth in state-wide market share and contract volume, • A coaching culture rooted in visibility, engagement, and consistency, • Strong alignment between field execution and senior-level strategy If you’re a growth-minded leader who builds strong teams, owns the market from the front lines, and turns relationships into traction, this role offers the opportunity to make a meaningful impact as we scale.Compensation includes base salary, plus uncapped commission, and quarterly bonus structure based upon on your performance in hiring, retention, volume, and new business, providing an OTE of approximately $400,000.Why Join Us? At Lendbuzz, we value innovation and diversity and are committed to driving success in the automotive industry. As a Sales Director, you’ll play a key role in our growth and impact in the auto finance space. Recent Achievements 2022 - Named one of America’s Best Startup Employers by Forbes. 2023 - Received a Fintech Breakthrough award for “Best Consumer Lending Platform” and grew revenue by over 80% year over year.2024 - Surpassed ONE MILLION loan applications and counting.2025 - Received a Fintech Breakthrough award for “Consumer Lending Innovation Award” This Position Includes: Unlimited Earning Potential: Competitive base salary with uncapped monthly commission and a lucrative bonus structure. Your total compensation will reflect the impact you make in your market. Monthly Travel Stipend and Company Laptop: Support for travel expenses and a company-issued laptop to facilitate your work. Excellent Benefits Package: Comprehensive medical, dental, and vision coverage starting on the 1st of the month after your start date, plus 401(k) match and more. Apply Today! If you’re ready for a challenging and rewarding role. We are unable to offer visa sponsorship for this position. A Note on Recruiting OutreachWe’ve been made aware of individuals falsely claiming to represent Lendbuzz using lookalike email addresses (eg @lendbuzzcareers.com). Please note that all legitimate emails from our team come from @lendbuzz.com. We will never ask for sensitive information or conduct interviews via messaging apps.

Job DescriptionAutomated Litigation Support Lab Manager Employment Type: Full-Time, ExperiencedDepartment: Finance As a CGS ALS Lab Manager, you will leverage industry knowledge, and market research, and have wide-ranging experiences across operating systems and coding languages. You will serve as the lead manager responsible for the delivery of lab data processing services and be responsible for ensuring that incoming productions are made pursuant to the applicable ESI specifications and providing the case attorney with detailed notice of deficiencies. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Serves as the lead manager responsible for delivery of lab data processing services.- Primarily ensures timely and accurate completion of tasks. Performs analysis, development and implementation of processing approaches for electronic files and related services pursuant to applicable ESI specifications.- Consults with attorneys and support staff on best practices for conforming to ESI specifications and, as required, participates in teleconferences with co-counsel, client agencies, and opposing counsel upon attorney request.- Responsible for ensuring that incoming productions are made pursuant to the applicable ESI specifications and when deficiencies are found, provides case attorney with detailed notice of deficiencies.- Responsible for keeping the client informed on activities in the Lab, e.g. deadlines, technical challenges, and availability of resources to complete work. - Responsible for webhosting support for unsupported cases managed by the lab.- Manages a team of eDiscovery professionals situated in a client-site eDiscovery laboratory, including: scheduling, requirements assessments, assigning work and ensuring deadlines are met, creating progress reports, and Quality Control (QC) of deliverables.- Advises client attorneys, paralegals, and case managers on all phases of the Electronic Discovery Reference Model (EDRM); especially: Data Collection, Processing, Hosting, Review, Analytics, and Production. Qualifications:- Extensive Relativity experience required.- Relativity certifications including Relativity Certified Administrator (RCA) and/or Relativity Analytics Specialist strongly preferred.- At least eight years of experience performing eDiscovery roles including but not limited to electronic files processing (EFP), image and data file conversion, data culling using review tools, quality assurance, database loads and retrieval, and data analysis and review.- At least five years of experience at the management/supervisory level.- Requires thorough knowledge of the litigation discovery process, and the EDRM workflow.- Working knowledge and certifications of document review software such as iConect, Relativity, Venio or similar tools.- Undergraduate degree required, preferably in computer science or related field. Only the Contracting Officer can approve a waiver of the degree requirement. Ideally, you will also have:- Experience with litigation support tools such as LAW, IPRO, Concordance, MS Office Suite, and LiveNote highly valued. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work.Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation!Explore additional job opportunities with CGS on our Job Board:https://cgsfederal.com/join-our-team/For more information about CGS please visit: https://www.cgsfederal.com or contact:Email: info@cgsfederal.com #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionPosition Summary: loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For: Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Plano, TX full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition. Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job Description Chief Executive Officer About the Job The Organization Our Client is a global nonprofit and a recognized leader for over 25 years in providing college level academic scholarships to military families. With over $1M in annual revenues, the organization continues to grow in reaching and assisting our military family members achieve their dreams of a higher education. Located in the DFW metroplex, Our Client was founded in 2000 by a group of concerned US Army veterans who were seeking to make a lasting impact on our Nation and our military families after their own years in uniform. Our military families serve too, and they make countless sacrifices on behalf of their servicemember and the nation. Our Client seeks to thank these family members by assisting them in their educational endeavors. The Foundation operates with a small permanent staff and a large number of volunteers serving worldwide. Our footprint spans all 50 US states plus all territories, and around the globe, wherever our US military serves. Our Client is rated by Candid with the Platinum Seal for Transparency, has received a Four-Star rating from Charity Navigator, and has been rated a Four Star Charity by Great Nonprofits. Purpose of the Position The Chief Executive Officer will oversee all operational, programmatic, and external affairs activities of the Foundation. He/she will lead a complex and growing portfolio of activities that includes advocacy, innovative approaches to fundraising, endowment management and oversight, and capacity building for an organization with significant growth potential. The ideal candidate will provide leadership, structure, direction and strategic vision consistent with the mission and purpose of the organization. This Executive will report directly to the Foundation Chairman of the Board of Directors. The CEO will: • Refine and implement the Foundation’s strategic vision and mission., • Oversee all financial management including budgeting and fundraising efforts., • Build and maintain relationships with stakeholders to include donors and partner organizations., • Lead, manage and grow staff and volunteers, fostering a productive and positive work environment., • Represent the organization externally with the media, at public events and with interested communities., • Ensure compliance with all legal and regulatory requirements.Responsibilities Strategic Leadership and Vision • Refine the strategic direction and implement across programs, finance, IT, and organizational culture., • Collaborate with the Chairman and the Board of Directors to refine and execute a multiyear strategy to grow the organization., • Develop and implement a strategy to expand and diversify relationships with partners and individuals to unlock resources and grow both endowment and scholarship awardsExternal Engagement and Relationship Development, • Engage and evaluate current fundraising strategies and relationships to identify and exploit high impact opportunities, • Lead the pursuit of sustainable fundraising sources, • Represent with passion and conviction at various fora and events, cultivating high value relationships and elevating the Foundation’s profile., • Develop and oversee successful capital and programmatic campaigns that meet or exceed targets and mobilize new constituencies of support., • Sustain and ensure financial integrity, proactive risk management, and transparent accountability in all facets of fundraising and financial management. Governance and Board Engagement, • Partner with the Chairman and the Board of Directors to strengthen organizational leadership and align Client’s practices with its strategic goals., • Keep the Board of Directors regularly informed of key challenges, strategic opportunities, and operational developments to ensure timely support and decision making., • Expand the Board’s capacity and resource development by fostering active engagement in fundraising and strategic partnerships., • Ensure meaningful board engagement in its fiduciary responsibilities and encourage board member contributions of expertise and advocacy to help achieve the Foundation’s long-term vision., • Lead and promote board participation in developing and shaping new strategies and relationships.Operational Oversight, • Develop a collaborative workplace where each employee and volunteer feels value and contributes to the organization’s mission and success., • Align budgets to strategic priorities, safeguard and responsibly steward funds, and ensure financial practices enable innovation, growth, and sustained impact., • Recruit, mentor and retain a high performing team that delivers operational excellence and promotes growth.Qualifications, Experience, and Characteristics, • Proven success and leadership in developing, growing, and managing high performing, multifunctional teams., • Strategic, visionary thinking and the ability to integrate innovative ideas into programming., • Outstanding verbal and written communications skills, with an enthusiasm for the Foundation’s mission and a drive to build relationships across a broad spectrum of stakeholders., • Demonstrated ability to network and develop partnerships Added Desired Qualifications, • Retired military, veteran or military spouse experience preferred, • Experience with fundraising and/or with not-for-profit programs and organizations, • Excellent computer skills., • Bachelor’s or master’s degree in an appropriate or related field., • CFRE or similar certification or training.Location North Dallas, Texas metro area (Should reside in the metro area – there are no relocation expenses). Some minor travel involved. Opportunity for some remote work.

Job Description Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. We are seeking a highly skilled and strategic Director of Technical Accounting, reporting directly to the Chief Accounting Officer, to lead our technical accounting function. As a fast-growing SaaS company, we encounter complex and evolving accounting challenges. In this role, you will be the foremost expert on US GAAP and IFRS, ensuring our accounting policies and financial reporting is accurate, compliant, and optimized. This role will involve working with all accounting and finance functions including cross-functionally with Corp. Dev., IT, Engineering, Procurement, etc. A critical component of this role involves cross-functional leadership, specifically partnering with our Engineering and Product teams to accurately identify, track, and account for internal-use software capitalization (ASC 350-40/ASU 2025-06). You will manage and mentor one direct report, driving a culture of continuous improvement, rigorous documentation, and collaborative problem-solving across the organization. Responsibilities Strategic Leadership & Technical Expertise • Subject Matter Expert (SME): Serve as the company's primary authority on complex US GAAP matters, with a deep focus on SaaS industry standards, including Business Combinations (ASC 805), Leases (ASC 842), Debt & Equity (Convertible Bonds, Accelerated Share Repurchases), and Consolidations., • Complex Transaction Advisory: Lead the research, evaluation, and resolution of significant, non-routine business transactions (e.g., M&A, complex equity structures)., • Policy & Documentation: Author, review, and maintain global accounting policies and technical accounting memorandums, ensuring clear communication of accounting positions to senior leadership and external auditors., • Standard Implementation: Proactively monitor, evaluate, and lead the cross-functional implementation of new FASB standards and pronouncements, assessing their impact on the company's financial statements, policies, and systems. Engineering Partnership & Internal-Use Software (SaaS Focus) • End-to-End Ownership: Direct the strategy and execution of the internal-use software capitalization process (ASC 350-40 / ASU 2025-06) and cloud computing arrangements., • Cross-Functional Alignment: Establish deep partnerships with Engineering, Product Management, and IT leadership to integrate accounting requirements seamlessly into the software development lifecycle (SDLC), product roadmaps, and agile sprint cycles., • Process Engineering: Design and implement scalable systems and workflows to efficiently track engineering costs, precisely differentiate R&D expense from capitalizable application development, and monitor project milestones for accurate amortization., • Stakeholder Education: Act as a financial ambassador to technical teams, educating non-finance leaders on accounting requirements to ensure smooth compliance and data collection without disrupting engineering velocity. Financial Reporting, Operational Accounting & Compliance • Operational Oversight: Own the review and tie-out of the month-end and quarter-end close package including tie-out for accuracy and accounting compliance of the core financial statement; plus activities for technical accounting domains (including stock-based compensation and equity), ensuring the accurate preparation and review of related journal entries and account reconciliations., • Audit & SOX Leadership: Own the technical accounting relationship with external auditors, driving the timely resolution of audit inquiries. Ensure all technical accounting processes and documentation strictly adhere to SOX internal control frameworks., • External Reporting Partnership: Partner closely with the Director of SEC Reporting to ensure accurate disclosures in financial statements and assist in the preparation of quarterly reporting materials for executive and Board-level audiences., • External Communications: Collaborate with FP&A and Investor Relations to rigorously review, audit, and tie-out external financial communications, including earnings releases, investor decks, and Q&A scripts. Cross-Functional Collaboration & Team Development • Strategic Business Partner: Act as a trusted advisor to Legal, Corporate Development, Tax, Treasury, and Stock Administration, providing critical accounting guidance during contract negotiations and strategic business planning., • Team Leadership & Mentorship: Lead, mentor, and develop a high-performing technical accounting function (including managing external valuation specialists or accounting consultants as needed)., • Knowledge Sharing: Establish and manage the Company's Finance and Accounting technical training program, elevating the overall US GAAP proficiency of the broader finance organization., • Continuous Improvement: Champion process improvements and automation within the technical accounting and reporting functions to drive efficiency and scale with the company's growth. Qualifications, Experience & Skills • Education & Certification: Bachelor's degree in Accounting, Finance, or a related field. An active CPA license is strictly required., • Experience: 8-12 years of progressive accounting experience, ideally starting with a Big 4 public accounting firm followed by technical accounting experience within a public SaaS or high-growth technology company., • Management: Proven experience managing, mentoring, and developing at least one direct report., • Technical Expertise: Deep, practical knowledge of US GAAP. Must have hands-on experience navigating and implementing ASC 350-40 (Internal-Use Software)., • Cross-Functional Collaboration: Demonstrated ability to work closely with highly technical, non-accounting teams (Engineering, IT, Product). You must be able to translate complex accounting requirements into actionable processes for engineers., • Communication: Exceptional written and verbal communication skills, with the ability to write clear, concise technical memos and present findings to executive leadership., • Systems: Experience with modern cloud-based ERP systems (e.g., NetSuite) and Jira/Jellyfish (for engineering project tracking) is highly preferred. Work Location: This role is hybrid. 3 days a week (T, W, TH) in our Dallas office is required. As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process. Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process. Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans. Our total reward package also includes: • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching., • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents., • Generous employee stock purchase plan., • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave. All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties. The US base salary range for this role is below. $121,200—$251,800 USD Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we are. Five9 is an equal opportunity employer. View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal. Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

Job DescriptionWho We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise. Position Scope The Human Resources Business Partner (HRBP) is a strategic partner to the business that will translate business priorities into effective people strategies. The incumbent will serve as a trusted advisor to executive team members and will provide guidance across organizational designs, talent planning, performance, engagement, leadership development and change management. The ideal candidate will combine strong business judgement, HR expertise, and a practical understanding of how technology companies scale and grow. This role is well-suited to someone who can move comfortably between strategic planning, day-to-day execution, tactical work, and moving with purpose in a fast-paced, changing environment. Location: Hybrid - 3 days per week onsite in Addison, Texas Reports to: Chief HR Officer Primary Responsibilities • Build trusted relationships with leaders across the business teams., • Develop a strong understanding of Emburse’s strategic business plan, operating model, and leadership strengths and challenges., • Translated business priorities into practical people plans that support growth, productivity, and organizational health., • Translate workforce data and business insights to identify trends, anticipate talent needs, and recommend actions to leadership., • Partner with the HR Centers of Excellence include compensation, benefits, learning and development, talent acquisitions, and HR operations to drive business value, enhance employee engagement, and drive performance., • Partner with key leaders to action organizational design including role clarity, managing spans and layers, drive workforce planning, and team effectiveness., • Activate annual business process including year-end performance reviews, annual compensation reviews, promotion review and assessment, and talent assessments., • Represent the needs of functional teams in the design and architecture of company-wide people programs., • Focus on an AI-forward HR business strategy and look for opportunities to scale and optimize the business., • Become the trusted advisor to key leaders in the business and be able to provide unbiased and direct feedback that support their ability to maximize the performance of our people and the business. Requirements & Experience • Bachelor’s Degree in Human Resources or a related field., • Six to eight years of progressive HR experience including meaningful experience as an HR Business Partner., • Experience supporting multiple functions in a SaaS, technology, or consulting related company with high growth expectations., • Prior experience working for a Private Equity-backed company preferred., • Experience utilizing AI to enhance productivity and automate day-to-day work in HR., • Experience driving organization design, workforce management, talent management, and performance management actions., • Ability to use qualitative and quantitate information to diagnose issues and recommend practical solutions., • Business and financial acumen with an understanding of financial metrics and how they relate to a business., • Ability to manage competing priorities and prioritize work that matters., • Ability to communicate in a clear and concise manner both verbally and in writing and email. Characteristics & Attributes • Strong relationship builder with a win-win mentality., • Highly structured and execution-focused., • Strategic thinker with operational discipline., • Data- and metrics-driven decision maker., • Proactive problem solver; anticipates challenges before they escalate., • Strong interpersonal, collaboration, and influencing skills., • Pragmatic and decisive under pressure., • Passion for driving performance and employee success.Why Emburse? Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down. •A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize their finance operations.•A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real- world challenges.•A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that supports your success.•A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making for businesses everywhere. Shape your future & find what’s next at Emburse. Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Job Summary The Director, Trade Surveillance & Financial Crimes Compliance is responsible for leading, overseeing, and continuously enhancing the firm's Trade Surveillance and AML programs. This role provides strategic and operational leadership over market abuse surveillance, supervisory review, financial crime investigations, transaction monitoring, customer due diligence, regulatory reporting, and program governance. As the firm's subject matter expert for Trade Surveillance and AML, this leader is responsible for ensuring the effectiveness of surveillance and AML controls, maintaining compliance with SEC, FINRA, BSA, USA PATRIOT Act, OFAC, and other applicable regulatory requirements, and proactively identifying emerging risks through data analytics, technology, and industry best practices. The position partners closely with Compliance, Risk, Operations, Legal, Technology, Product, Internal Audit, and executive leadership to strengthen the firm's compliance framework while supporting continued business growth. Requirements Essential ResponsibilitiesTrade Surveillance & Supervisory Oversight • Lead and oversee the firm's Trade Surveillance and supervisory review programs across equities, options, ETFs, and digital asset products offered through the retail broker-dealer., • Supervise the daily review, investigation, escalation, and resolution of surveillance alerts and exception reports., • Ensure surveillance activities effectively identify and investigate potential market abuse, including:, • Insider Trading, • Front Running, • Spoofing and Layering, • Wash Trading, • Cross-Product Manipulation, • Marking the Close/Open, • Momentum Ignition, • Manipulative Trading Practices, • Employee Trading Violations, • Other prohibited trading activity, • Establish investigation standards, documentation requirements, quality assurance procedures, and supervisory controls., • Oversee case prioritization, assignment, escalation, documentation, and timely resolution., • Ensure surveillance activities satisfy SEC, FINRA, exchange, and internal supervisory obligations., • Evaluate new business initiatives, products, and trading functionality to ensure appropriate surveillance coverage prior to implementation. Anti-Money Laundering Program Leadership, • Lead and continuously enhance the firm's AML Program, ensuring compliance with the Bank Secrecy Act (BSA), USA PATRIOT Act, FINRA, SEC, FinCEN, and OFAC requirements., • Oversee and strengthen:, • Customer Due Diligence (CDD), • Enhanced Due Diligence (EDD), • Transaction Monitoring, • Ongoing Customer Monitoring, • High-Risk Customer Reviews, • Suspicious Activity Investigations, • Sanctions Screening, • OFAC Investigations, • AML Risk Assessments, • Ensure customer risk ratings appropriately reflect evolving risks and regulatory expectations., • Oversee periodic reviews of higher-risk customer relationships and complex onboarding decisions., • Conduct periodic AML program effectiveness reviews and implement enhancements based on emerging risks, regulatory developments, examination findings, and industry best practices., • Partner with Technology and Operations to improve AML systems, monitoring capabilities, automation, and investigative workflows. Investigations, Escalations & Regulatory Reporting, • Oversee complex Trade Surveillance and AML investigations from initial detection through resolution., • Serve as the primary escalation point for significant market abuse, suspicious activity, sanctions concerns, fraud, and other financial crime matters., • Establish and maintain risk-based escalation protocols to executive leadership, the Chief Compliance Officer, Legal, and regulators when appropriate., • Oversee Suspicious Activity Report (SAR) governance, including investigation, documentation, decision-making, filing, and post-filing monitoring., • Chair or participate in SAR review committees, as applicable., • Ensure regulatory reporting obligations are completed accurately and within required deadlines. Regulatory Examinations & Governance, • Serve as the primary business owner for Trade Surveillance and AML during SEC, FINRA, state regulatory, and internal examinations., • Coordinate responses to regulatory inquiries, document requests, examinations, and audits., • Lead remediation efforts resulting from regulatory examinations, internal audits, and compliance reviews., • Own and maintain the firm's AML Program, Written Supervisory Procedures (WSPs), surveillance procedures, and related compliance policies., • Monitor regulatory developments and recommend enhancements to policies, procedures, controls, and governance frameworks. Program Strategy & Continuous Improvement, • Develop and execute the strategic roadmap for Trade Surveillance and AML program enhancements., • Evaluate emerging regulatory expectations, financial crime risks, market abuse trends, and surveillance technologies., • Improve surveillance effectiveness through ongoing alert calibration, scenario development, data analytics, and automation., • Identify opportunities to leverage artificial intelligence and advanced analytics to strengthen surveillance, investigations, and monitoring., • Develop meaningful management reporting, key risk indicators (KRIs), and program metrics for executive leadership and governance committees. Leadership & Cross-Functional Partnership, • Lead, mentor, and develop Trade Surveillance and AML personnel while fostering a culture of accountability, collaboration, and continuous improvement., • Partner closely with Compliance, Risk, Operations, Legal, Product, Engineering, Data Analytics, Customer Experience, and Internal Audit., • Provide subject matter expertise for new product launches, strategic initiatives, and regulatory change management., • Promote a proactive compliance culture through collaboration and effective risk management practices. Training & Compliance Culture, • Develop and deliver Trade Surveillance, Market Abuse, AML, and Financial Crimes training programs for Compliance, Operations, and business personnel., • Ensure annual AML training requirements are completed in accordance with regulatory expectations., • Provide ongoing guidance to business partners regarding emerging regulatory risks and supervisory responsibilities., • Promote a culture of ethical conduct, compliance, and proactive risk identification throughout the organization. QualificationsRequired, • Bachelor's degree in Finance, Accounting, Business, Economics, Criminal Justice, or related field., • 10+ years of progressive experience in Trade Surveillance, Market Abuse Investigations, AML, Financial Crimes, or Regulatory Compliance within a broker-dealer, exchange, regulator, or financial institution., • Demonstrated experience leading Trade Surveillance and AML programs within a FINRA- and SEC-regulated environment., • Deep knowledge of:, • SEC Rules and Regulations, • FINRA Rules, • Bank Secrecy Act (BSA), • USA PATRIOT Act, • OFAC, • FinCEN Requirements, • Market Abuse and Trade Surveillance practices, • Experience leading regulatory examinations and managing remediation activities., • Strong leadership, investigative, analytical, and communication skills. Preferred, • Experience supporting a self-clearing or introducing broker-dealer., • Experience with retail brokerage platforms and customer trading activity., • Knowledge of options, margin, futures, and digital asset trading., • Experience implementing surveillance technologies, case management systems, and AI-driven monitoring solutions., • Previous regulatory experience with FINRA, SEC, CFTC, NFA, Nasdaq, NYSE, or another exchange. Preferred Systems & Technology Experience with one or more of the following: • Nasdaq SMARTS, • NICE Actimize, • ACA ComplianceAlpha, • Eventus Validus, • SteelEye, • SQL, • Python, • Tableau, • Power BI, • Case Management & AML Monitoring Systems Licenses & Certifications Preferred: • FINRA Series 7, • FINRA Series 24, • CAMS (Certified Anti-Money Laundering Specialist), • CFE (Certified Fraud Examiner), • CFCS (Certified Financial Crime Specialist) Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $185,000-$230,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. Marketing Manager Reports to: Chief Marketing Officer FLSA Status: Exempt Hybrid Role The Company Meriton is building a network of the most trusted independent brands in the world of commercial HVAC. We provide our companies with world class operational resources including enterprise systems, IT, finance and accounting, marketing, communications, leadership development, and human resources, which our companies leverage to increase operating efficiency and optimize their potential. At Meriton, we're committed to continuous investments that work to accelerate mutual long-term growth. That means we don't make short-term bets. We make long-term commitments. At Meriton, we partner with our portfolio companies to expand their reach, amplify their voice, and grow their market share. And just like the commitment we put into growth for our companies, we're devoted to cultivating growth with our teammates. We recognize talent, respect hard work, and reward those who understand what it means to "earn it" every day. We're always seeking top-tier talent, creative problem solvers, and forward-thinking leaders to add to our growing team. If you're looking to join a group of people as driven as you are, let's start a conversation at www.meriton.com. The Opportunity We are seeking a seasoned B2B Marketing Manager to join our in-house marketing team who will have the opportunity to work across a wide variety of brands, mediums, channels, and project types. This is a unique opportunity to become part of a group that is passionate about great work, telling compelling stories and creating thoughtful experiences for a dynamic company. A successful candidate will serve as an integral member of our marketing team and should have experience delivering on integrated marketing and communications priorities (in-house or agency) for multiple brands/accounts at a time. The marketing manager is responsible for working closely with our operating companies and brands to develop and execute targeted marketing strategies that enhance brand presence and drive sales within assigned regions. This role entails close collaboration with local sales teams, hands-on execution of day-to-day marketing requests, event and social media management, and management of strategic campaigns and projects with our in-house creative agency team. Responsibilities • Oversee marketing management for designated companies across the network to ensure integrity of brand and messaging., • Manage content marketing and social media strategy, planning, development, and execution of each marketing initiative., • Creates clear, concise, and organized creative briefs to facilitate collaboration with in-house creative agency team., • Drives project management of all key marketing priorities for designated brands., • Leads the planning, organization, coordination and execution of internal and external company events., • Builds reporting across various channels of marketing measurements, bringing awareness of each initiative's impact to the company., • Partners with the marketing team and our business partners across departments developing collateral materials to support sales and field marketing efforts (including brand identity, sales brochures, catalogs, logos, price sheets, newsletters, emails campaigns, etc.), • Responsible for supporting the organization with producing materials across a wide variety of channels/executions including presentations, advertising, events, tradeshows, and digital media (web, social media, videos, photography, etc.), • Creates and contributes fresh ideas, identify and implement new tools to increase the company's effectiveness and efficiency in market development., • Prioritizes, organizes, and performs multiple responsibilities or projects simultaneously, making decisions independently and taking ownership for wide ranging responsibilities that also meet time constraints and tight deadlines, and operate in a fast-paced, and dynamic environment, • Presents clearly and confidently of ideas to internal and external audiences with a drive for innovative thinking, • Provides creative executions to promote all Meriton brands, messages and stories across multiple mediums including sales events and company functions, • Provides outstanding internal customer service and support and collaborates both locally and across multiple offices with a focus on not only your success, but also the success of others, • Works with third-party agencies, media outlets, sponsors, etc. to effectively communicate brand standards and direction, • Ensure the quality of design strengthens and supports our brands, ensuring message consistency and brand personality/tone The Profile • 5-7+ years of hands-on marketing management experience in a corporate or agency setting – B2B experience preferred, • BA in marketing, communications, or journalism (internship experience is a plus), • Works with a high degree of independence and is a self-starter, • Comfortable collaborating across all levels of an organization – from advising senior leaders to directly overseeing junior team members; previous people management experience preferred, • Strong writing, editing, and proofreading skills, • Strong skill set working in Office Suite: PPT, Word, Excel, • Successful track record developing engaging content for social media audiences including LinkedIn, X, etc. and managing content calendars through team collaboration, • Experience in planning and developing content for internal communications channels including intranets, newsletters, town hall meetings, etc., • Experience planning and executing company hosted events, customer appreciation events, employee events and other experiential marketing initiatives, • Ability to work with provided design templates to create on-brand collateral like flyers, presentations, posters, etc.; graphic design experience and/or experience with Adobe Creative Suite applications a plus, • Excellent project management and organization skills, • Role does require some degree of travel for meetings with teammates across the network Other Skills/Abilities Strategic Skills Ability to keep up with current trends in communications, technologies and marketing strategies as well as competitive positioning and target mindset. Passion for learning and developing new skills. Ability to understand concepts and complexity comfortably. Willing to take direction, open to change and will try anything to find solutions. Strong attention to detail in design work, a positive attitude and a collaborative personality. Operating Skills Ability to discern between tasks to determine how best to accomplish goals and organize task/people assignments to get results in a timely way. Ability to figure out processes and simplify them in order to maximize workflow. Personal and Interpersonal Ability to establish and grow relationships with customers through effective verbal and written communication. Dedicated to the needs of the customers, manufacturers and peers and has the patience to actively listen to all business partners. Able to solve problems and skillfully negotiate with a minimum of noise while managing stress. Demonstrates integrity and trust through appropriate directness and truthfulness. Ability to understand personal strengths and weaknesses, seek feedback and continuously improve skills. Behavior Skills Ability to seize opportunities and maintain a positive attitude in challenging situations. Able to pursue tasks with the drive to finish them, regardless of setbacks. Ability to make decisions on behalf of the team. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. Environmental Requirements Will be required to work in an office environment and possibly, occasionally in the field. Physical Demands While performing the duties of this job, the employee is regularly required to use hands to operate a computer keyboard and telephone and reach items with their hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Meriton is an Equal Opportunity Employer Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship. Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Job DescriptionPosition Summary: loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For: Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition. Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job Description The Regional Credit Officer (RCO) serves as the senior credit executive for an assigned market or region and is responsible for ensuring sound credit quality, consistent risk management practices, and prudent portfolio growth across Community Banking lending activities. The RCO partners closely with Relationship Managers, Market Presidents, Regional Presidents, Credit Administration, and Executive Management to support profitable growth while maintaining adherence to the Bank's credit culture, risk appetite, and regulatory expectations. The RCO exercises delegated lending authority, provides leadership in structuring complex commercial credit facilities, and serves as a key advisor on credit strategy, portfolio composition, and emerging risk trends. The role supports a broad range of commercial lending activities, including Commercial & Industrial (C&I), owner-occupied real estate, investor commercial real estate, construction, healthcare, professional services, and other middle-market and community banking relationships. Key Responsibilities: Credit Leadership & Risk Management • Exercise delegated approval authority in accordance with Bank loan policy., • Evaluate and approve complex commercial credit requests, modifications, renewals, and portfolio management actions., • Ensure consistent application of credit policy, underwriting standards, and risk rating methodologies., • Identify emerging credit risks, industry concentrations, geographic concentrations, and borrower-specific concerns., • Monitor portfolio quality metrics, criticized assets, classified assets, delinquency trends, and concentration limits., • Participate in development and execution of credit risk mitigation strategies., • Assist in management of problem loans, workout strategies, and special asset situations. Lending Partnership • Provide guidance on loan structure, collateral, guarantor support, covenant design, pricing, and repayment sources., • Participate in client meetings and prospect discussions as appropriate., • Serve as a trusted advisor to lending teams on complex credit matters., • Facilitate timely credit decisions while maintaining sound underwriting discipline. Portfolio Oversight • Monitor the overall health and performance of assigned regional loan portfolios., • Evaluate trends within CRE, C&I, construction, healthcare, investor real estate, and other key portfolio segments., • Assess industry, economic, and market conditions impacting portfolio performance., • Recommend changes to underwriting standards, concentration limits, and risk appetite when warranted. Leadership & Talent Development • Mentor, coach, and develop Credit Officers, Underwriters, Portfolio Managers, and other credit professionals., • Foster consistency in credit analysis and decision-making across regions., • Support succession planning and talent development initiatives within Credit Administration., • Assist in recruiting and developing future credit leaders. Governance & Regulatory Support • Serve as a voting member of Officer Loan Committee and other credit committees as assigned., • Assist in maintaining and enhancing credit policies, procedures, and underwriting standards., • Support regulatory examinations, internal audits, loan reviews, and external credit reviews., • Ensure compliance with all applicable banking regulations and internal policies., • Partner with Finance and Credit Administration regarding CECL, portfolio analytics, and risk reporting initiatives. Strategic Initiatives • Participate in enterprise-wide projects related to credit systems, portfolio management, process improvement, and risk management., • Support the Bank's strategic growth initiatives and market expansion efforts., • Assist the Chief Credit Officer in developing scalable credit infrastructure appropriate for a growing regional banking organization. Education and Experience: Education • Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or related field required., • Advanced banking, credit, or financial certifications are preferred. Experience • Minimum 15 years of progressive commercial banking experience with significant credit and lending responsibility., • Demonstrated expertise in both Commercial & Industrial (C&I) and Commercial Real Estate (CRE) lending., • Experience approving and managing complex middle-market and community banking credit relationships., • Prior lending authority within a commercial bank environment., • Experience with syndicated credits, participations, and multi-bank relationships preferred., • Experience working with regulatory examinations, loan review functions, and portfolio management processes., • Familiarity with CECL, concentration management, and commercial portfolio analytics preferred. Knowledge & Skills • Strong understanding of commercial credit structuring, underwriting, and portfolio risk management., • Advanced knowledge of commercial banking products and services., • Strong analytical, financial statement, and cash flow analysis capabilities., • Ability to balance risk management objectives with business development goals., • Excellent executive presence and communication skills., • Ability to influence decision-making across multiple business lines., • Demonstrated leadership and talent development capabilities. Supervisory Responsibility Future responsibility for Credit Officers within respective regions. Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: Some travel between Third Coast Bank offices may be required.

Job Description #10897 Job Description Senior Controller - Family Office Our client, a single-family office, is seeking an experienced Senior Controller to lead the accounting, financial reporting, and financial operations for a sophisticated investment organization with a complex portfolio of entities and investments. This role supports a diverse ownership structure that includes trusts, partnerships, LLCs, S-corporations, real estate entities, and private investments. Reporting to the Chief Financial Officer, the Senior Controller will oversee accounting operations, financial reporting, investment accounting, cash management, and internal controls while partnering closely with executive leadership, tax advisors, legal counsel, and investment professionals. This is an excellent opportunity for an experienced accounting leader who enjoys working in a dynamic, high-touch environment with complex entity structures and investment activities. Responsibilities Accounting & Financial Reporting • Oversee all accounting operations, including the general ledger and monthly, quarterly, and annual close processes., • Prepare and review consolidated and entity-level financial statements and management reporting packages., • Manage accounting for trusts, partnerships, LLCs, investment entities, and related organizations., • Oversee investment accounting for both public and private investments, including capital calls, distributions, valuations, brokerage activity, and partnership capital accounts., • Ensure accurate accounting for intercompany transactions, consolidations, and eliminations across multiple legal entities., • Coordinate with internal and external tax professionals by providing financial information required for tax compliance and planning., • Support cash management activities, including forecasting, liquidity planning, and funding requirements., • Develop, maintain, and enhance accounting policies, procedures, and internal controls., • Research and resolve complex accounting and reporting matters., • Review annual information reporting, including 1099 filings., • Lead, mentor, and develop members of the accounting team. Operations & Process Improvement • Support governance, compliance, and reporting requirements across multiple entities., • Assist executive leadership with special projects related to entity structure, financial reporting, process improvements, and operational initiatives., • Oversee annual state and property tax filings., • Review financial information related to investment entities and charitable organizations, as applicable., • Serve as a key resource for accounting systems, reporting tools, and process optimization initiatives., • Identify opportunities to improve reporting, workflows, and data quality across the finance organization. Qualifications • Bachelor's degree in Accounting, Finance, or related field., • CPA required., • 10+ years of progressive accounting experience in public accounting, family office, investment management, partnership accounting, or a related environment., • Experience working with complex ownership structures, including partnerships, trusts, LLCs, S-corporations, and investment entities., • Strong understanding of U.S. GAAP, partnership accounting, investment accounting, trust accounting, and multi-entity consolidations., • Experience preparing and reviewing consolidated financial statements., • Strong analytical, organizational, and problem-solving skills., • Ability to manage multiple priorities while partnering effectively with executives, advisors, and external service providers., • Prior leadership experience managing or mentoring accounting professionals., • Experience with investment accounting or family office accounting is highly preferred., • Experience with family office accounting software (such as Archway) is a plus., • Advanced Microsoft Excel skills; experience with reporting and financial systems preferred., • High level of professionalism, discretion, and attention to detail. Company Description Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals. Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.

Job Description Xebec Realty is a multi-entity real estate organization with operations across multiple office locations. The company relies on a Microsoft-centric technology environment, on-premise infrastructure, cloud collaboration platforms, cybersecurity tools, outsourced IT support partners, and business-critical real estate, finance, and productivity applications. Xebec Realty is seeking a hands-on, business-minded IT Manager to lead and mature the company’s technology operations, infrastructure, cybersecurity, vendor management, and IT governance. This position is based in Dallas, TX and reports to the Chief Financial Officer. Position Summary The IT Manager will be responsible for the overall management, execution, and strategic direction of Xebec Realty’s information technology environment. This role requires a practical, hands-on IT leader who can operate at both the strategic and technical levels: managing vendors and budgets, leading projects, supporting cybersecurity and compliance initiatives, overseeing Microsoft 365 and Windows-based infrastructure, and ensuring reliable support for end users across multiple entities and office locations. The ideal candidate will have experience leading IT operations in a small-to-mid-sized business environment, managing an MSP, and building scalable IT processes. This individual must be comfortable balancing day-to-day technical execution with long-term planning, documentation, risk reduction, and operational improvement. This is an on-site role based in Dallas, TX. Some travel between Dallas, TX and Seal Beach, CA may be required. Key ResponsibilitiesIT Leadership and Strategy • Lead the company’s overall IT function, including infrastructure, systems, cybersecurity, user support, vendor management, budgeting, and technology planning., • Report to the CFO and provide practical, business-aligned technology recommendations to executive leadership., • Develop and maintain an IT roadmap that supports Xebec Realty’s operational, security, compliance, and growth objectives., • Own the IT budget for hardware, software, services, workflows, renewals, support agreements, and technology initiatives., • Evaluate current-state systems and recommend improvements across identity, endpoint management, collaboration, backup, security, documentation, and support operations., • Balance strategic planning with hands-on technical implementation and day-to-day IT execution.IT Operations and Support, • Manage the company’s MSP relationship, including outsourced helpdesk support, recurring patching, Level 1–3 support activities, escalations, service quality, and accountability., • Manage and coordinate with one onsite Level 1–3 technician located in Rockdale, TX., • Determine which IT tasks should be handled internally versus outsourced to the MSP or other vendors., • Improve IT documentation, asset tracking, escalation procedures, onboarding/offboarding workflows, and internal support processes., • Support a user base of approximately 55 users across multiple entities and office locations.Microsoft 365, Identity, and Endpoint Management, • Administer and support Microsoft 365 services, including Exchange Online, SharePoint Online, OneDrive, Defender for Office 365, and Microsoft Office applications., • Manage and improve the company’s current on-premise Active Directory environment., • Evaluate future identity architecture options, including hybrid Active Directory and Entra ID-only approaches., • Support a mixed endpoint environment where most devices are domain-joined and some devices remain in workgroup configurations., • Develop a practical endpoint management strategy, including future use of Microsoft Intune., • Use PowerShell scripting to automate administrative tasks, improve reporting, and support repeatable IT processes., • Support Microsoft 365 security, access control, user administration, licensing coordination, and collaboration governance.Infrastructure and Network Management, • Oversee Xebec Realty’s Windows-based server and network environment across multiple offices and time zones., • Support and manage on-premise Windows Server infrastructure, including physical and virtual servers., • Manage and coordinate network infrastructure, including SonicWall firewalls, Cisco and Aruba switching, and Ubiquiti wireless access points., • Support network segmentation, multi-domain planning, and entity-specific infrastructure requirements., • Maintain reliable connectivity, secure remote access where applicable, and proper network documentation.Cybersecurity, Compliance, and Risk Management, • Lead cybersecurity operations and governance in alignment with Xebec Realty’s business and compliance requirements., • Apply SEC and NIST cybersecurity experience to improve security maturity, documentation, controls, and risk management., • Manage and improve endpoint protection, email security, access control, phishing prevention, and security awareness processes., • Administer and coordinate tools such as Microsoft Defender, Defender for Office 365, Huntress MDR, PhishingBox, and related security platforms., • Support DLP, PII protection, least-privilege access, vendor security reviews, and compliance-driven IT governance., • Participate & manage vendor SOC 2 Type II reviews, vendor risk assessments, contract reviews, and security due diligence., • Maintain a practical, risk-based approach to cybersecurity appropriate for a multi-entity real estate organization.Backup, Disaster Recovery, and Business Continuity, • Own backup, disaster recovery, and business continuity planning across endpoints, servers, and critical systems., • Manage and validate NinjaOne Hybrid backups, including image-based C: drive backups., • Review and refine the company’s existing BDR strategy., • Establish and maintain backup validation, restore testing, documentation, and recovery procedures., • Coordinate with vendors and the MSP to ensure reliable recovery capabilities and appropriate RTO/RPO planning.File Storage, Collaboration, and Data Governance, • Oversee file storage and collaboration platforms, including SharePoint Online, OneDrive, Box.com, ShareFile, Synology Drive Client, and limited legacy shared network drives., • Rationalize overlapping storage and collaboration systems where appropriate., • Support internal and external Synology Drive Client users., • Improve data governance, access control, file-sharing practices, and lifecycle management., • Support SharePoint libraries synced to File Explorer and related user workflows., • Assist with cloud migration, data cleanup, archiving, access reviews, and platform consolidation initiatives.Vendor, Contract, and Application Management, • Manage technology vendors, service providers, software subscriptions, renewals, support contracts, and vendor performance., • Negotiate and review technology contracts in coordination with executive leadership and other stakeholders., • Support and administer business and productivity applications, including Microsoft 365, Zoom, LastPass, NinjaOne, Huntress, Synology Drive Client, Adobe Acrobat Pro, Argus, Google Earth, Global Relay, Box.com, ShareFile, Network Solutions, Yardi, Northspyre, Bill.com, Claude, and ChatGPT., • Coordinate application access, licensing, renewals, user support, vendor escalations, and documentation.Required Qualifications, • 5–7 years of progressive IT experience, preferably in a small-to-mid-sized business environment with broad technical ownership., • Minimum 2 years of experience in IT management, leadership, supervisory, or strategic planning role., • Hands-on experience administering Microsoft 365, including Exchange Online, SharePoint Online, OneDrive, and Microsoft security tools., • Strong experience with Windows Server, Active Directory, Group Policy, endpoint administration, and Windows-based infrastructure., • Required experience with NinjaOne or comparable RMM platforms, with ability to build and manage ticketing, endpoint management, patching, and support workflows., • Required experience with SonicWall firewall administration or comparable firewall/network security platforms., • Required experience with Huntress MDR or comparable managed detection and response platforms., • Required experience supporting SEC-regulated, NIST-aligned, investment, real estate, or similarly compliance-sensitive environments., • Experience managing MSPs, helpdesk vendors, SaaS providers, infrastructure vendors, software renewals, and support contracts., • Experience with cybersecurity operations, backup/DR, endpoint protection, email security, access control, and security governance., • Experience supporting multi-site or multi-entity organizations., • Working knowledge of Microsoft Entra ID, hybrid identity concepts, and endpoint management strategy., • Working knowledge of Microsoft Intune, even if previously implemented in another environment., • PowerShell scripting experience for administration, automation, reporting, or troubleshooting., • Strong documentation, project management, vendor management, and communication skills., • Ability to work hands-on while also leading strategy, budgeting, process improvement, and executive-level planning., • Ability to work on-site in Dallas, TX, with occasional travel to Seal Beach, CA.Preferred Qualifications, • Security+ certification preferred., • Experience with Microsoft Defender for Office 365, Microsoft Defender AV, email security policies, Safe Links, Safe Attachments, anti-phishing controls, and quarantine management., • Experience with Synology NAS, Synology Drive Client, Box.com, ShareFile, SharePoint Online, and OneDrive in a mixed file-storage environment., • Experience with Ubiquiti wireless, Cisco switching, Aruba switching, and multi-site network administration., • Experience with backup validation, image-based endpoint backups, BDR strategy, and restore testing., • Experience supporting accounting, finance, real estate, development, or investment-related business applications., • Familiarity with AI productivity tools such as Microsoft ecosystem AI tools, Claude, ChatGPT, or MCP-style workflows., • Experience building IT operations from a transitional or partially outsourced environment into a more structured, documented, and accountable internal function.Executive Home Office Support, • Provide professional, high-touch technology support for executive leadership home-office environments, including business-related systems, connectivity, devices, collaboration tools, peripherals, and secure access to company resources., • Maintain service-oriented approach when supporting senior executives who may require additional guidance, repetition, or high-level explanations of technology concepts., • Communicate technical issues, risks, options, and recommendations in a clear, concise, and business-friendly manner appropriate for executive-level stakeholders., • Exercise discretion, confidentiality, and sound judgment when supporting executive leadership, home-office workflows, personal finance-related technology environments, and sensitive business or personal information., • Troubleshoot and coordinate resolution of home-office technology issues directly or through appropriate vendors, service providers, or the MSP, while maintaining accountability for follow-through and user experience., • Ensure executive home-office technology support aligns with Xebec Realty’s broader cybersecurity, access control, backup, documentation, and vendor-management standards where applicable.

Job Description Title: Compliance Analyst Reports to: Compliance & AML Officer Position: Hourly Department: Compliance Compliance Analyst The Compliance Analyst supports the Company's Compliance Management System (CMS) by ensuring mortgage lending and servicing operations comply with applicable federal, state, agency, investor, and company requirements. This role is responsible for monitoring regulatory changes, conducting compliance reviews, supporting regulatory reporting, assisting with audits and examinations, maintaining policies and procedures, and partnering with business units to implement compliant operational and system changes. Compliance Analyst serves as a key resource to the business partners by helping to translate regulatory requirements into practical business solutions while supporting a strong culture of compliance. This role requires strong analytical skills, attention to detail, knowledge of mortgage laws, and the ability to communicate complex compliance issues clearly. Essential Responsibilities • Conduct compliance monitoring, targeted testing, and loan file reviews to evaluate adherence to federal and state regulations, agency requirements, investor guidelines, and company policies., • Identify compliance risks, trends, and root causes., • Prepare monitoring reports and assist with corrective action planning and follow-up., • Identifying systemic compliance issues and help to coordinate corrective action., • Assist with preparation, validation, and submission of required regulatory reports, including:, • Home Mortgage Disclosure Act (HMDA), • Nationwide Multistate Licensing System (NMLS) Mortgage Call Report (MCR), • State-required mortgage lending reports and filings, • Perform data validation and reconciliation to ensure reporting accuracy and completeness., • Maintain compliance documentation and records within compliance management systems., • Partner with Information Technology and Operations to implement compliance-related changes within the Loan Origination System (MortgageMachine)., • Review and validate updates to disclosures, forms, document packages, workflows, business rules, and system configurations., • Coordinate User Acceptance Testing (UAT) and regression testing for compliance-related system enhancements., • Validate regulatory calculations and disclosure updates prior to production deployment., • Assist in drafting, maintaining, and updating compliance policies, procedures, job aids, and internal guidance., • Work with manager to ensure policies remain aligned with changing regulatory requirements and business operations., • Support internal audits, investor reviews, agency reviews, and state and federal regulatory examinations., • Coordinate responses to audit and examination requests., • Track findings and corrective action plans through completion., • Assist with the development and delivery of compliance training for mortgage operations staff., • Prepare compliance communications regarding regulatory and policy changes., • Serve as a compliance resource for internal business partners., • Work closely with Operations, Underwriting, Closing, Secondary Marketing, Product Development, Information Technology, Quality Control, and Legal to ensure operational changes remain compliant., • Participate in projects involving new products, new jurisdictions, technology enhancements, and process improvements., • Perform additional duties and special projects as assigned. Required Skills & Qualifications • Bachelor's degree in Business, Finance, Risk Management, or a related field, or equivalent mortgage industry experience., • Minimum three (3) years of mortgage compliance, quality control, underwriting, operations, or related mortgage lending experience., • Working knowledge of federal mortgage regulations, including: TILA, RESPA, ECOA, HMDA, FRCA, Flood Insurance, Fair Lending, UDAAP, SAFE Act, AML/BSA., • Working knowledge of FHA, VA, USDA, Fannie Mae, Freddie Mac, and Ginnie Mae requirements., • Experience preparing or validating HMDA, Mortgage Call Report (MCR), and state regulatory reporting preferred., • Experience with Ncontracts or another Compliance Management System preferred., • Strong analytical, organizational, problem-solving, and critical thinking skills., • Excellent written, verbal, and interpersonal communication skills., • Ability to manage multiple priorities in a fast-paced environment., • Advanced proficiency with Microsoft Office Suite, including Copilot, Excel, Word, Outlook, Teams, and SharePoint. Preferred • Experience supporting regulatory examinations or internal audits., • Experience with regulatory change management., • Knowledge of complaint management, advertising compliance, and vendor oversight. This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Click n’ Close, Inc is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.

Job DescriptionPosition Summary AdvoCare is seeking a high-performing Financial Planning & Analysis Manager (FP&A) to serve as a strategic business partner to the Chief Financial Officer and executive leadership team. This role will lead financial planning, budgeting, forecasting, executive reporting, and analytics while partnering closely with the Accounting organization to ensure timely and accurate financial reporting. The ideal candidate has 5–8 years of progressive FP&A experience, preferably within a Direct-to-Consumer (DTC), eCommerce, consumer products, or retail environment, and possesses expert-level Microsoft Excel skills. Key ResponsibilitiesFinancial Planning & Forecasting • Partner with Controller on the annual budgeting process, • Lead the creation & development of the rolling monthly forecasts., • Develop and maintain integrated Profit & Loss, Balance Sheet, and Cash Flow models., • Build driver-based financial models to support strategic decision-making., • Partner with department leaders on budgets, forecasts, and long-range plans., • Identify financial risks and opportunities and recommend actions.Financial Reporting, • Prepare weekly, monthly, quarterly, and annual financial reporting packages., • Develop executive dashboards and KPI reporting., • Prepare Board of Directors presentations and supporting analyses., • Perform variance analysis versus Budget, Forecast, Prior Year, and Strategic Plan., • Present financial results and recommendations to executive leadership.Business Analytics, • Analyze revenue, gross margin, operating expenses, customer acquisition, pricing, promotions, inventory, and profitability., • Evaluate marketing effectiveness, CAC, LTV, ROAS, and channel profitability., • Develop business cases for investments and strategic initiatives., • Perform scenario modeling and sensitivity analyses.Business Partnership, • Partner closely with Accounting to ensure accurate financial reporting., • Collaborate with Marketing, Sales, Operations, Supply Chain, and IT., • Support month-end close through financial analysis and commentary., • Drive continuous improvement in planning and reporting processes.Process Improvement, • Automate reporting and improve financial processes., • Enhance financial models, dashboards, and reporting tools., • Champion FP&A best practices., • Improve financial data quality and accessibility.QualificationsRequired, • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of progressive FP&A experience., • Experience supporting executive leadership in a fast-paced environment., • Experience in Direct-to-Consumer (DTC), eCommerce, consumer products, or retail., • Strong understanding of the Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows., • Experience with budgeting, forecasting, financial modeling, executive reporting, Board reporting, variance analysis, and KPI development., • Advanced Microsoft Excel skills are required, including complex financial modeling, advanced formulas, dynamic arrays, PivotTables, Power Query, Power Pivot, dashboards, and scalable driver-based models. VBA or automation experience is a plus., • Strong analytical, communication, presentation, and organizational skills.Preferred, • MBA, CPA, or CFA., • Experience with ERP systems and financial planning software., • Experience with Power BI, Tableau, or similar BI tools., • Experience supporting Boards of Directors and executive leadership.Core Competencies, • Financial Planning & Analysis, • Strategic Financial Modeling, • Budgeting & Forecasting, • Executive & Board Reporting, • Financial Statement Analysis, • Business Analytics, • Cash Flow Forecasting, • Scenario Planning, • KPI Development, • Cross-Functional Business Partnership, • Process Improvement, • Executive Communication, • Expert-Level Microsoft ExcelWhy Join AdvoCare? Work directly with the CFO and executive leadership team to build a world-class FP&A function. This highly visible role offers the opportunity to influence strategic decisions, partner across the organization, and help drive profitable growth through data-driven financial insights.

Job DescriptionDescription: Job Title: Country Chief Financial Officer Location: Richardson, Texas Department: Finance & Accounting FLSA Status: Exempt We are Olam Agri - a market-leading and differentiated agri-business, focused on high-growth end consumption markets, with a global origination footprint, processing capabilities, and deep understanding of market needs built over 30 years. Our food, feed, fibre, agri-industrials & ag-services capabilities span 30+ countries, and we participate in global food and agri-trade flows, working with farmers and customers to connect local origins and global destinations. We have a proven track record of delivering high growth, high capital efficiency and high returns. Our products and services include grains and oilseeds, wheat milling and pasta, animal feed and protein, edible oils, rice, specialty grains and seeds, sugar and bioenergy, cotton, wood products, rubber, freight management and commodity financial services. We unlock value for customers, enable farming communities to prosper sustainably, and strive for a food-secure future. Learn more at www.olamagri.com. Position Summary Reporting to the Regional CEO and Group CFO, this role is responsible for leading the finance function across the USA. The Country CFO provides strategic financial leadership to drive sustainable growth, profitability, capital efficiency, risk management, and governance while supporting the organization's commercial and operational objectives. The role requires a corporate professional who also has entrepreneurial skills and looks to the future with optimism to envision what could be possible. Success in this role requires collaboration, communication, leadership, and vision. Position Scope • Leadership of finance, treasury, tax, accounting, internal controls, and business finance functions., • Management of significant revenue, balance sheet, and working capital portfolios., • Direct engagement with executive management, lenders, auditors, corporate headquarters, and regulatory authorities. Key Responsibilities • Lead all aspects of financial management, including financial planning and analysis (FP&A), treasury, tax, accounting, and financial reporting in IFRS., • Own annual budgeting and forecasting processes across the United States., • Serve as a strategic business partner to the Regional CEO and leadership team, providing insights and recommendations to support business growth and value creation., • Drive financial performance through effective monitoring of profitability, working capital, cash flow, return on investment, and key business metrics., • Oversee annual business planning, long-range strategic planning, and monthly performance reviews across the USA., • Lead cost optimization and operational efficiency initiatives across supply chain and service operations., • Provide commercial finance leadership on contract structuring, pricing, and margin optimization., • Ensure compliance with corporate governance standards, internal controls, accounting policies, statutory requirements, and regulatory obligations., • Lead treasury and liquidity management activities, including banking relationships, cash optimization, working capital financing, foreign exchange risk management, and financing strategies., • Evaluate mergers, acquisitions, strategic partnerships, and capital expenditure projects through financial due diligence and business case assessments., • Strengthen risk management frameworks covering operational, financial, market, credit, counter party and compliance risks., • Drive digital transformation and process improvement initiatives to enhance financial reporting, analytics, controls, and operational efficiency., • Manage relationships with external auditors, tax advisors, financial institutions, regulators, and key stakeholders., • Represent the USA in global executive reviews, board discussions, and strategic forums., • Develop and mentor a high-performing finance team, fostering a culture of accountability, collaboration, and continuous improvement. Knowledge, Skills, and Abilities • Subject Matter Expertise: Deep expertise in Mark-to-Market (M2M) accounting, commodity valuation, and hedge accounting, ensuring compliance with IFRS/GAAP requirements while effectively managing earnings volatility and risk exposure., • Controllership: You are a controller that ensures accurate, efficient, and timely delivery of relevant reports., • Performance Officer: You help us to be on track with robust and timely performance tracking. You will ensure budgetary process improvements and achieve better predictability on outcomes, • Value Manager: You ensure and support value maximization initiatives, i.e. interest, Trade Finance, etc., • Co-Strategist: You are our strategist, you help in dept value-added decision support through superior data analytics, and you help us drive special projects to growth., • Leadership and People Management: Strong leadership and management skills, with a focus on mentorship and development, and the ability to manage large cross-cultural teams. Prior experience in complex/matrix-oriented organization at the leadership level is desirable., • Strategic Thinker: Ability to think strategically, with experience in crisis management and media relations., • Communication Skills: Excellent communication and interpersonal skills, with the ability to influence and manage diverse stakeholders. Key Achievements and Leadership Impact • Delivered sustainable improvements in profitability, cash flow, and working capital efficiency across country operations., • Strengthened financial governance and internal control frameworks while maintaining compliance across diverse jurisdictions., • Supported expansion into new markets and business segments through robust financial planning and investment evaluation., • Led finance transformation initiatives that improved reporting accuracy, decision-making capability, and operational productivity., • Built strong partnerships with commercial, operations, supply chain, and executive leadership teams to drive strategic business outcomes. Requirements: • A qualified Chartered Accountant with a proven track record with 15-20 years of experience., • Diverse experience of leading the finance function in a multinational organization (Commodities, Agri, Dairy Industry or FMCG manufacturing experience is a plus).

Job DescriptionMB2 Dental, a first-of-its-kind Dental Partnership Organization (DPO) founded in 2007 and based in Carrollton, TX, is actively hiring a Director of Business Development (M&A)! This role will directly support the Vice President and Chief Development Officer in helping the company with its inorganic growth. The ideal candidate for this role will be able to strike a balance between interacting with sellers (dentists) and conducting thorough due diligence and financial analysis on various investment opportunities. MB2 is a private equity-backed dental partnership organization with over 800 locations in 47 states. MB2 has a trail-blazing dental partnership organization model and is growing nationally by bringing on new dentist partners and their practices. The company typically acquires ~100 dental offices per year. A successful Business Development Director will add value through managing individual transactions in the company’s growth pipeline and executing deals from start to finish. Benefits: • Medical, dental, vision, and life insurance., • Long and short-term disability., • Generous PTO and paid holidays., • Traditional and Roth 401(k) options., • Referral Bonus Program., • Employee Perks. Responsibilities: • Conduct initial evaluations of dental practices for both buyout opportunities and joint venture partnerships., • Interview selling dentists on their long-term goals, business needs, and objectives in the sale of their practice., • Conduct both initial and confirmatory due diligence., • Conduct thorough financial statement analysis and data mining of key performance indicators from small businesses’ enterprise systems., • Complete valuation models and prepare board-level presentation materials for investment decisions., • Complete macro-economic, general industry, and competitive insights research as needed., • Compose investment memorandums for investment committee decisions., • Work with third parties, including attorneys and other transaction professionals, on the execution of both buyout transactions and new partnerships., • Translate complex valuation and business transaction concepts to doctors who do not have a background in such concepts., • Work with Integration and Operations Teams on pre-close due diligence and preparation for post-close integration of newly acquired dental offices., • Prospect for new dental practice acquisition targets as needed. Qualifications: • Must reside in the Dallas-Fort Worth area., • Bachelor of Art or Science in accounting or finance., • 2 – 5 years of investment banking, commercial banking, corporate development, or private equity experience., • Excel, PowerPoint, and Word skills are imperative., • Knowledge of general accepted accounting and finance principles., • Healthcare transaction experience preferred., • Ability to see a transaction through from sourcing to close., • Experience working in fast-paced transaction environment., • Ability to travel 50%+ is required. MB2 Dental Solutions, LLC is an equal opportunity employer.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore or to discover the future of investing with confidence and innovation. Office Location: Dallas, TX or Jersey City, NJ This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Position Summary The Director of Compliance will play a critical leadership role within the Compliance Department and will be responsible for managing regulatory examinations, inquiries, and investigations involving FINRA, the SEC, state securities regulators, and other regulatory agencies. The successful candidate must possess extensive knowledge of broker-dealer clearing operations, regulatory requirements applicable to clearing firms, and experience in compliance investigations, trade surveillance, anti-money laundering, and regulatory reporting. This position requires strong leadership skills, exceptional communication abilities, and the capability to work effectively within a global organization. Primary Responsibilities Regulatory Examinations and Investigations · Serve as the primary coordinator and project owner for all regulatory examinations, audits, investigations, and information requests from FINRA, the SEC, state regulators, exchanges, and other governmental agencies. · Lead the firm's responses to routine and cause examinations, investigations, cycle examinations, and regulatory inquiries. · Coordinate information gathering efforts across Compliance, Operations, Technology, Risk, Finance, and business units to ensure timely and accurate responses to regulatory requests. · Maintain examination logs, regulatory correspondence, document repositories, and response tracking systems. · Prepare and coordinate management responses, remediation plans, and corrective action initiatives resulting from examinations or findings. · Conduct internal investigations involving potential regulatory violations, supervisory concerns, customer complaints, and other compliance matters. · Provide regular updates to senior management and the Chief Compliance Officer regarding examination status, findings, risks, and remediation efforts. Clearing Operations Compliance Oversight · Provide compliance support and guidance across all clearing operations functions. · Maintain a thorough understanding of clearing and settlement processes, securities movements, securities lending, customer account activity, margin requirements, books and records requirements, and operational controls. · Assist in the development and enhancement of policies, procedures, and controls designed to mitigate operational and regulatory risks. · Participate in new product reviews, operational initiatives, and regulatory change management projects impacting clearing activities. Trade Surveillance and Market Conduct · Possess and maintain a comprehensive understanding of trade surveillance programs and market conduct requirements. · Partner with surveillance personnel to evaluate potential trading violations and determine appropriate escalation and reporting actions. · Support responses to regulatory requests involving trading activity and surveillance inquiries. Anti-Money Laundering and Financial Crimes Compliance · Maintain a thorough understanding of Anti-Money Laundering requirements applicable to broker-dealers and clearing firms. · Support the administration and effectiveness of the firm's AML program, including customer due diligence, transaction monitoring, sanctions compliance, and suspicious activity investigations. · Assist with AML-related regulatory examinations, requests for information, and remediation efforts. · Collaborate with AML personnel to identify emerging risks and strengthen financial crime controls. General Compliance Responsibilities · Monitor regulatory developments affecting broker-dealer clearing firms and assess their impact on the organization. · Assist in the development and maintenance of Written Supervisory Procedures and Compliance Policies. · Participate in risk assessments and control reviews across business and operational functions. · Support implementation of regulatory initiatives and strategic compliance projects. · Develop and maintain productive relationships with business leaders, affiliated firms, and control functions. · Promote a strong culture of compliance and ethical conduct throughout the organization. Requirements Qualifications Required Experience · Minimum of seven (5) years of compliance experience within a FINRA-regulated broker-dealer, clearing firm, or financial services organization. · Significant experience managing or coordinating regulatory examinations, investigations, and information requests from FINRA, the SEC, and other regulators. · Demonstrated knowledge of broker-dealer clearing operations and regulatory requirements applicable to clearing firms. · Strong knowledge of trade surveillance and market conduct requirements. · Strong knowledge of Anti-Money Laundering regulations and financial crime controls applicable to broker-dealers. · Experience working in complex, highly regulated financial services environments. Licensing Requirement · FINRA Series 7 License – Required · FINRA Series 24 License – Required · FINRA Series 3 License – Preferred · FINRA Series 4 License – Preferred Knowledge and Skills · Comprehensive understanding of broker-dealer clearing operations and related regulatory requirements. · Working knowledge of SEC and FINRA rules governing broker-dealers and clearing firms. · Strong project management and organizational skills with the ability to manage multiple regulatory initiatives simultaneously. · Excellent investigative, analytical, and problem-solving capabilities. · Exceptional written and verbal communication skills. · Strong attention to detail and ability to work under tight regulatory deadlines. · Proficiency in managing large-scale information requests and coordinating cross-functional teams. Preferred Attributes · Experience working within multinational financial organizations. · Familiarity with affiliate clearing arrangements and omnibus clearing environments. · Demonstrated ability to lead cross-functional projects and influence senior stakeholders. · Ability to thrive in a fast-paced, highly regulated environment while maintaining a strong control mindset and commitment to regulatory excellence. Benefits What We Offer • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $190,000 - $230,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Overview The Regional Medical Director (RMD) reports to the Chief Medical Officer and serves as the senior physician leader for an assigned geographic region within Abode Care Partners. The RMD is accountable for clinical quality, provider performance, adherence to the Abode Care Partners Model of Care, and execution of clinical and value-based initiatives across a distributed practice serving medically complex older adults, with particular emphasis on skilled nursing facilities (SNFs), assisted living facilities (ALFs), long-term care, home-based care, and other post-acute settings. The RMD directly manages Regional Clinical Directors and provides clinical and managerial oversight of physicians and advanced practice providers (APPs) in the region. In a dyad leadership structure, the RMD partners closely with the regional operational leader to translate clinical strategy into reliable day-to-day execution across staffing, access, provider performance, clinical workflows, quality, utilization, and growth. The RMD maintains an active clinical practice representing approximately 25-50% of total effort, with the exact allocation based on regional needs and leadership scope. Clinical work may include SNF and ALF visits, home-based primary care and home visits, telehealth, complex or high-risk patient care, transitional care, and facility medical directorship responsibilities. Active practice keeps the physician leader engaged in frontline patient care and provides direct insight into clinical workflows, operational barriers, and the needs of the population served. Responsibilities · Regional Clinical Leadership & Accountability · Quality of Care, Model-of-Care Adherence & Medical Decision-Making · High-Risk Population Management & Avoidable Hospitalization Prevention · Provider Education, Training & Clinical Development · Documentation, Coding & Clinical Record Quality · Clinical Practice · Post-Acute, Skilled Nursing & Assisted Living Leadership · Medical Group Policies, Procedures, Clinical Standardization & Strategy · Value-Based Care & Population Health · Provider Efficiency, Productivity & Capacity · Dyad Partnership With Operations · Provider Recruitment, Onboarding, Performance & Retention · Collaborating / Supervising Physician Responsibilities · Facility, Partner & External Relationships · Clinical Quality, Safety & Compliance · Leadership Development & Organizational Growth · Supervisory Responsibility Qualifications · Doctor of Medicine (MD) or Doctor of Osteopathic Medicine (DO) degree from an accredited medical school required. · Successful completion of an accredited residency in Internal Medicine, Family Medicine, Geriatrics, or another specialty appropriate to the population served required; board certification in a relevant adult primary care specialty strongly preferred. · Five or more years of post-residency clinical experience preferred, with meaningful experience caring for older adults and medically complex populations. · Three or more years of progressive physician leadership experience strongly preferred, including direct management of physicians and/or advanced practice providers; experience managing managers or clinical leaders is highly desirable. · Experience in value-based care, Medicare Advantage, accountable care, population health, risk-bearing arrangements, or utilization-focused clinical models preferred. · Direct experience in post-acute care, skilled nursing facilities, long-term care, assisted living, home-based primary care, geriatrics, hospital medicine, palliative care, or closely related settings strongly preferred. · Experience developing and implementing clinical policies, procedures, care pathways, quality initiatives, or standardized models of care preferred. · Experience leading interdisciplinary teams and using clinical and operational data to improve quality, utilization, provider performance, and patient outcomes preferred. · Experience serving as a SNF Medical Director or familiarity with facility medical directorship responsibilities preferred. · Experience serving as a collaborating or supervising physician for nurse practitioners or physician assistants preferred. LICENSE/CERTIFICATION/OTHER SPECIAL REQUIREMENTS · Active, unrestricted physician license in at least one state within the assigned region required; ability and willingness to obtain additional state licenses as needed. · Current unrestricted DEA registration and ability to meet payer, facility, credentialing, and medical staff requirements required. · Ability to maintain all required professional credentials, malpractice coverage, training, and compliance requirements. · Valid driver license and ability to travel locally between facilities, patient homes, and regional markets as required. · Ability to work effectively in a distributed, multi-site, and potentially multi-state environment and to respond to time-sensitive clinical or operational escalations when needed. KNOWLEDGE/SKILLS/ABILITIES · Strong physician leadership and people-management skills, including coaching, accountability, performance management, difficult conversations, and leadership development. · Strong clinical judgment in the management of medically complex older adults, including recognition of acute change in condition and decisions regarding treatment in place, escalation, transfer, and goals of care. · Working knowledge of post-acute and facility-based care delivery, including SNF and ALF clinical workflows, transitions of care, interdisciplinary collaboration, and physician/APP practice models. · Understanding of value-based care principles, quality improvement, utilization management, population health, HEDIS/Star performance, risk adjustment, documentation integrity, and total-cost-of-care drivers. · Ability to interpret clinical and operational data, identify meaningful variation, prioritize opportunities, and translate data into actionable plans for providers and regional leaders. · Strong educational and presentation skills with the ability to teach evidence-based medicine, medical decision-making, common post-acute clinical conditions, and new workflows to physicians, APPs, nurses, and operational partners. · Ability to effectively engage, coach, and influence physicians, APPs, and Regional Clinical Directors while fostering a culture of accountability, collaboration, and continuous improvement. · Strong dyad leadership skills and ability to collaborate effectively with operations, quality, finance, revenue cycle, compliance, human resources, credentialing, and other functions. · Strategic thinking, executive presence, sound judgment, adaptability, and strong written and verbal communication skills. · Comfort operating in a fast-paced, geographically dispersed organization with competing priorities, significant autonomy, and a high degree of accountability.

Job Description ABOUT THE ROLE *Remote + travel- Must be within driving distance to a Packaging Exchange branch, preferably Atlanta, Houston, Dallas, Chicago, Somerset NJ, Los Angeles and Seattle* Packaging Exchange is a national packaging and distribution company operating 25 locations across North America with a team of 400+. The Business Process Improvement Manager (BPIM) will be a pivotal resource driving improvement on key strategic, cross functional initiatives. The BPIM will also help lead and coordinate tactical execution projects across departments, providing support to functional resources and limiting disruption to daily operations. We hire for attitude, intellectual curiosity, and the ability to navigate ambiguity in a lean, high-growth environment. New team members are developed through hands-on mentorship and a structured continuous-improvement development program, so strong problem-solvers can succeed here regardless of the industry they come from. ESSENTIAL DUTIES & RESPONSIBILITIES · Identify and drive tactical continuous-improvement opportunities that optimize process flow, reduce cost, and eliminate operational friction. · Lead discrete cross-functional projects end to end, including scope, plan, schedule, budget, execution, and closeout. · Anticipate project risks and issues early, communicate them clearly, and resolve them with cross-functional stakeholders. · Coordinate across departments and stakeholder groups to align priorities, sequence work, and keep projects moving. · Manage vendor, partner, and process transitions, including onboarding, qualification, ramp-up, and handoff. · Build detailed project plans and lead planning sessions, tracking progress against milestones and holding stakeholders accountable to deadlines. · Serve as the central point of communication for each project, delivering concise status updates to leadership on a weekly and monthly basis. · Maintain process documentation and standard work so that improvements are sustained after a project closes. BPIM VERTICALS & IMPROVEMENT AREAS · Operations: Improve how work moves through the four walls of the warehouse, from receiving to production sequencing, staging, and outbound shipping. · Supply Chain: Strengthen how we plan and manage inventory, from demand planning and replenishment strategy to sourcing decisions and inbound quality. · Sales Operations: Support the commercial engine end to end, from pipeline visibility and go-to-market commercialization to customer onboarding, account management, and customer success. · Finance: Partner with Finance on the analytical backbone of the business, financial modeling, budgeting, business intelligence reporting, FP&A and CapEx investments WHY THIS ROLE · You will report directly to the VP of Operations or Chief Supply Chain Officer (CSCO), with direct visibility into company strategy and the senior leadership team · We invest in your development: Lean Six Sigma Black Belt training and certification, plus exposure through our structured rotational program, building a rare and highly valuable skill set. · Join a high-growth distribution business with an expansive network across the packaging industry and private equity · You will take ownership of some of the company's largest, most complex initiatives while also serving as a trusted cross-functional execution resource. · We value our people beyond the job: 100% remote work with 20%+ travel requirement to facilitate improvement and team collaboration. · Competitive compensation of $135,000+ annually, based on experience. · Full benefits: health, dental, and vision insurance, plus a 401(k). REQUIREMENTS & QUALIFICATIONS · 2+ years of project leadership or cross-functional project experience, from a rotational or management training program, operations or supply chain, consulting or advisory, investment banking or finance, or military logistics and operations. · Bachelor's degree in business, supply chain, operations, engineering, industrial or operations research, finance, or a related field, or equivalent operational experience. · Demonstrated analytical ability and structured problem-solving, with a track record of driving initiatives to completion against defined timelines and deliverables. · Comfort owning both ongoing coordination work and discrete, deadline-driven projects at the same time. · Genuine interest in hands-on operations; this role is people-and-process execution across branches, not desk-bound analysis. · Strong organizational, communication, and stakeholder-management skills, with the ability to influence branches, purchasing, supply chain, and vendor teams without direct authority. · Ability to travel to branch and warehouse facilities as project needs require. · Successful completion of a pre-employment background check and drug screen. · Must be within driving distance to a Packaging Exchange branch, preferably Atlanta, Houston, Dallas, Chicago, Somerset NJ, Los Angeles and Seattle. PREFERRED QUALIFICATIONS · Lean Six Sigma Greenbelt; signals hands-on continuous-improvement interest and capability. · Experience from a rotational or management training program at a large industrial manufacturing or distribution and wholesale company. · Turnaround, startup, or high-growth experience; candidates who understand how to navigate uncertainty and shifting priorities. · Prior experience managing vendor transitions, plant or warehouse moves, or volume transfers between suppliers. · Working knowledge of distribution, warehousing, or supply-chain operations; a plus, not a prerequisite, as we train on domain specifics. · Proficiency with ERP, inventory, or project-tracking systems. PHYSICAL REQUIREMENTS · Primarily works in an office and hybrid environment, with regular visits to branch and warehouse facilities. · Ability to walk and stand for extended periods and to move about warehouse and production areas during facility visits. · Ability to occasionally lift and carry up to 25 pounds. · Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. \nCompany Description The Business Process Improvement Manager (BPIM) will be a pivotal resource driving improvement on key strategic, cross functional initiatives. The BPIM will also help lead and coordinate tactical execution projects across departments, providing support to functional resources and limiting disruption to daily operations. We hire for attitude, intellectual curiosity, and the ability to navigate ambiguity in a lean, high-growth environment. New team members are developed through hands-on mentorship and a structured continuous-improvement development program, so strong problem-solvers can succeed here regardless of the industry they come from. The Business Process Improvement Manager (BPIM) will be a pivotal resource driving improvement on key strategic, cross functional initiatives. The BPIM will also help lead and coordinate tactical execution projects across departments, providing support to functional resources and limiting disruption to daily operations. We hire for attitude, intellectual curiosity, and the ability to navigate ambiguity in a lean, high-growth environment. New team members are developed through hands-on mentorship and a structured continuous-improvement development program, so strong problem-solvers can succeed here regardless of the industry they come from.

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Plano, TX full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $15.00/hour in training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionDescription: JOB SUMMARY: The Vice President, Development is a senior member of the Advancement leadership team at the Dallas Arboretum and Botanical Garden. This role is responsible for the development and execution of results-driven fundraising strategy and donor engagement in support of the Arboretum’s mission and long-term financial sustainability. Rooted in nonprofit philanthropy and constituent engagement, the position directs a comprehensive development and membership program encompassing annual giving, major and planned gifts, corporate and foundation relations, sponsorships and events, membership acquisition and retention, donor and member stewardship, gifts-in-kind, and capital campaign readiness in accordance with recognized best practices and ethical standards. Reporting to the Chief Advancement Officer, the Vice President, Development works in close partnership with Board leadership, volunteers, senior staff, and other internal and external stakeholders to build meaningful philanthropic relationships, grow revenue, and strengthen a culture of philanthropy enterprise-wide. Note: This role is NOT a real estate development, commercial business development, leasing, or transactional sales position. KEY RESPONSIBILITIES Strategic Leadership & Planning • Collaborate with the Chief Advancement Officer, Advancement and Senior Leadership teams, the Board, and other internal and external stakeholders to establish and implement a 3- to 5-year philanthropic and membership strategy aligned with the Arboretum’s mission, values, strategic priorities, and fundraising best practices., • Lead the development and execution of annual operating and long-term plans with measurable goals for revenue (development + membership), constituent engagement, pipeline growth and retention., • Provide strategic insight into membership segmentation, upgrades (e.g., from member to donor), donor/member lifecycle management, and integration of membership and major gift strategies., • Advise senior leadership and Board on trends in philanthropy and membership, benchmarking performance, and emerging opportunities (e.g., planned giving, digital giving, affinity-based engagement). Fund Development & Membership Revenue Growth • Prepare and manage departmental budget to achieve annual revenue goals (development + membership), oversee expenses/invoices, monitor financials and reconcile month-end results in partnership with Finance., • Oversee all fundraising programs to achieve targets, including:, • Annual Fund and Membership Giving (e.g., Caroline Rose Hunt Society, Friends programs)., • Major Gifts — Identification, cultivation, solicitation, and stewardship of high-net-worth prospects and major donors/members., • Corporate Relations and Event Sponsorships — Secure sponsorships, manage benefits and stewardship., • Foundation/Grants — Identify prospects, write and submit proposals, steward foundation relationships., • Gifts-in-Kind — Secure in-kind donations aligned with institutional needs., • Special Events — Plan and lead major fundraising events (e.g., annual gala) with revenue and participation targets; oversee member engagement events., • Oversee membership team: develop and execute membership acquisition strategy, retention/renewal programs, upgrade path to higher membership levels or donor-circles, analyze membership data/metrics (e.g., number of members, renewal rate, conversion to donors)., • Serve as a visible and effective ambassador for the Arboretum’s mission by cultivating, soliciting, and stewarding philanthropic relationships with donors, members, corporate partners, foundations, and other key stakeholders through personalized engagement, onsite experiences, events, and stewardship activities. Team Leadership & Volunteer Engagement • Lead, supervise, evaluate, and mentor direct reports: development officers, membership staff, events/sponsorships, donor services. Foster a high-performing, donor/member-centric culture., • Collaborate with volunteer leadership, including Board standing committees and chairs (e.g., Contributed Revenue Committee); support volunteers in their cultivation and solicitation roles., • Build and maintain strong partnerships across the organization – including educational and public programs, finance, guest experience, horticulture, marketing/communications, sales and special events, and operations – to ensure an integrated Advancement function. Analytics, Stewardship & Operations • Utilize donor/member database (e.g., Raiser’s Edge or equivalent) to manage major gift and membership pipelines, track metrics (e.g., donor/member retention, average gift/member value, conversion rates), prepare regular reports for senior leadership and Board., • Ensure adherence to fundraising best practices, ethical standards, and gift acceptance policies, including compliance with all legal and regulatory requirements, and oversee donor and member stewardship and recognition through timely acknowledgements, reporting, events, and long-term engagement., • Oversee fundraising and membership events, ensuring membership benefits, event ROI, sponsorship deliverables, and seamless execution., • Serve as a key liaison to finance and operations to ensure timely invoice/payment processing, budget monitoring, and fiscal responsibility.Requirements: QUALIFICATIONS & EXPERIENCE • Bachelor’s degree required; advanced degree preferred., • Demonstrated experience in nonprofit philanthropic development is required. Note: Experience primarily focused on real estate development, commercial business development, sales, leasing, or for-profit revenue generation does not meet the qualifications for this role., • Certified Fund Raising Executive (CFRE) credential strongly preferred or ability to obtain within the first year of employment., • At least 12 years of progressively responsible experience leading development/fundraising programs (including major gifts, membership, corporate/foundation fundraising) preferably in a cultural, higher education, botanical garden or nonprofit environment., • Demonstrated success in recruiting, managing, and motivating a development/membership team and volunteer leaders., • Proven track record of meeting or exceeding fundraising goals, including major gifts and membership revenue growth., • Strong knowledge of philanthropic fundraising best practices, including major gifts, planned giving, foundation/grants, events/sponsorships, and membership programs., • Excellent public speaking and written communication skills; polished professional presence with members, donors, volunteers, board, and community stakeholders., • Experience using donor/member database systems (e.g., Raiser’s Edge) and strong proficiency with MS Office platform., • Strong strategic, analytical and financial acumen: comfortable setting and tracking goals, using metrics, forecasting revenue, managing budgets and expenses., • Comfortable working flexible hours, including evenings and weekends for events, donor/member receptions, site tours; ability to drive garden vehicles and personal vehicle on Arboretum business; valid driver’s license and proof of insurance., • High energy, self-motivated, and diplomatic with excellent judgment, problem-solving, multitasking ability, and an ability to build positive relationships with donors, members, sponsors, staff and volunteers., • Commitment to diversity, equity and inclusion, community engagement, and building a culture of philanthropy across the institution. KEY COMPETENCIES • Strategic leadership: Able to set clear expectations, hold self and team accountable, drive results., • Relationship builder: Able to develop and nurture positive relationships with individuals, foundations, corporations, volunteers, and members., • Goal and deadline-oriented: Organized, professional work ethic, able to multitask and respond to change., • Collaborative and inclusive: Works effectively with staff, volunteers, board, stakeholders, and across departments., • Adaptable and resilient: Able to navigate changing priorities in a dynamic institutional environment., • Data-driven decision-maker: Leverages data and metrics to inform strategy and improve performance., • Stewardship mindset: Ensures donors and members feel valued, engaged, and connected to the institution’s mission and impact. To help you stay energized, engaged, and inspired, we offer a wide range of benefits including comprehensive healthcare, a 401K, and Paid Time Off (PTO). The mission of the Dallas Arboretum and Botanical Garden is to be a garden for all that enriches lives through beauty, learning, and connection. We are a world-class sanctuary where people and plants flourish in the natural environment. The Dallas Arboretum is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, ancestry, national origin, place of birth, religion, sex, sexual orientation, gender identity and expression, military or veteran status, genetic characteristics or disability unrelated to job performance.