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Mercer & Hole has appointed Elizabeth (Liz) Fothergill as Director and Head of Tax Knowledge, a newly created role that reflects the firm’s continued investment in and expansion of its Tax and Private Client offering.

Based in the firm’s London office, Liz will work closely with Mercer & Hole’s Private Client and Tax teams to support technical excellence, knowledge sharing and training, helping ensure clients continue to receive clear, practical and commercially focused advice.

Liz began her career as a solicitor, qualifying in 1998, and spent nine years in the Private Client teams at Berwin Leighton Paisner and later Wedlake Bell. In 2007, she joined KPMG’s Family Office and Private Client Tax team, where she advised individuals, including both UK and non-UK residents, and trustees across a broad range of personal tax matters. In more recent years she was a senior member of the Family Office and Private Client central technical team.

Her areas of expertise include residence and domicile, offshore trusts, Inheritance Tax and Capital Gains Tax. She has particular interest in the complexities of the UK tax system and in keeping pace with legislative developments, helping colleagues and clients understand forthcoming changes and their implications.

Liz said: “I’m thrilled to be taking on this new role at Mercer & Hole and look forward to working closely with the Private Client and wider Tax team, as well as the HR and training team, to support the firm’s approach to tax knowledge, training programmes and technical excellence. It is important we continue to make complex tax issues accessible, so clients receive clear, high-quality advice grounded in both technical detail and practical application.”

Mark Cassidy, Joint Managing Partner at Mercer & Hole, said: “Liz brings deep experience and expertise, and we are delighted to welcome her to the firm. Her appointment reflects our ongoing commitment to investing in the strength and depth of our Tax team, particularly at a time when tax rules are evolving and clients increasingly need bespoke advice to reflect their individual circumstances.”

Mercer & Hole has 27 partners and more than 250 staff across its offices in London, St Albans, Rickmansworth and Milton Keynes.

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# Private Equity Solutions - Senior AssociateMorgan StanleySenior AssociatePrivate EquityFull-timeLocationWest Conshohocken, United StatesDate PostedJune 1, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Senior Associate jobs in West Conshohocken, United States" are published.## About This RoleMorgan Stanley Private Equity Solutions is an investment team within MSIM seeking to deliver innovative private markets solutions to a global client base. The Team comprises over 60 investment professionals and manages a global program across primary fund investing, co-investing, and secondaries in developed and emerging markets. The Team has invested over $27 billion across over 1,200 opportunities.The Team is seeking candidates with previous experience at investment banks, consulting firms, private equity firms, or PE fund of funds for a Senior Associate position focused on fund investments (primaries), direct investments (co-investing), and LP secondaries investments.Senior Associates work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment process management. The private markets program spans asset classes from venture capital to leveraged buyouts and special situations.Apply for this Position
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A prominent Jewish education organization in Miami is seeking a Senior Educator & Assistant Director of Adult Learning. This leadership role involves teaching courses, managing an online learning program, and cultivating community relationships. The ideal candidate must hold a Master’s degree in a relevant field and have a minimum of 5 years in Jewish education or communal leadership, along with exceptional interpersonal and organizational skills. Benefits include health insurance and paid time off for Jewish holidays.
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Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships.

The successful candidate will provide strategic financial advice and tailored solutions to high-net-worth clients while ensuring compliance with regulatory requirements. The position offers a salary range of $200,000 to $300,000, along with comprehensive benefits including medical, dental, and retirement plans.

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**Responsibilities:** focused on growing the New England market! This role is growth-driven — ideal for a market-facing leader passionate about building client relationships, expanding the Life Sciences footprint, and driving new business opportunities. Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm’s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest-growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. **You will enjoy this role if:** Overseeing tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliatesProviding recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectivesUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in requests for proposals to pursue additional clients/services for the firmDemonstrate leadership, initiative, excellent team skills, and high ethical standards**Qualifications:** Fifteen (15)+ years’ experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is consideredFive (5)+ years’ of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, and communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsHighly developed software and Microsoft Suite skills Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.**If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our* *. A member of our People Solutions team will follow up with you to discuss your specific needs.*
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Senior Data Analyst - Investment Management

09/16/2025

Contract

Active

Job Description:

Job Summary

We are seeking a Senior Data Analyst with deep expertise in investment data and data governance to support enterprise-wide data initiatives.

This role involves end-to-end analysis of business processes, data flows, and usage patterns to improve productivity and ensure data quality across the Investment Management (IM) Data Warehouse.

Key Responsibilities

• Conduct end-to-end analysis of business processes, data flows, and data usage to drive productivity and governance improvements.
• Collaborate with business stakeholders to identify, prioritize, and resolve data-related needs and issues.
• Document business requirements and use cases for data-related projects.
• Analyze data consumption patterns for core enterprise data within the IM Data Warehouse.
• Coordinate onboarding of data from internal and external sources into the central repository.
• Work with Data Owners and IT teams to develop and enhance data quality (DQ) rules and controls.
• Manage change control processes and participate in user acceptance testing (UAT).
• Support additional Data and Analytics Group (DAG) initiatives.

Required Qualifications

• 8+ years of experience in the Investment Management industry.
• Extensive hands-on experience analyzing and interpreting investment data.
• Strong SQL skills and ability to detect anomalies, patterns, and data quality issues.
• Experience with Snowflake is a plus.
• Excellent communication skills, with the ability to tailor messaging for different audiences.
• Knowledge of Data Governance and Data Quality frameworks and tools.
• Hands-on experience in project management and managing enterprise-scale data projects.

Preferred Qualifications

• Experience working with datasets related to positions, trades, and transactions.
• Familiarity with Agile methodologies and tools such as JIRA.

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Vice President of Shelters & Specialized Housing Services

Spokane, WA

Mission of Catholic Charities Eastern Washington:Feed the hungry, heal the hurting, welcome the stranger.

CCEW is an equal opportunity employer. All employees and potential employees will be recruited, selected, trained, promoted, compensated and, if necessary, disciplined or terminated without regard to sex, gender, race, ethnicity, national origin, citizenship, immigration status, religious affiliation, marital status, military veteran status, age, pregnancy, sexual orientation, gender expression or identity, disability, genetic information, or any other basis protected by law.

Job Summary

This position is responsible for providing administrative oversight for the House of Charity—a low-barrier single adult shelter, The Catalyst—an Emergency Supportive Housing program supporting Encampment Resolution efforts, and Rising Strong—a family-centered shelter program providing 12‑18 months of on‑site SUD, behavioral health & WISe services in partnership with our Community Behavioral Health Services (CBHS) division.

Ability to work on‑call, nights and weekends required.

Job Duties/Responsibilities

To perform this job successfully, an individual must be able to satisfactorily perform each of the essential duties/responsibilities listed below. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential duties/responsibilities of this job.

• Oversee the development of goals and action plans to implement the programs of the House of Charity, Rising Strong and The Catalyst. Explore the implementation of Tiny Homes or other temporary housing and expansion opportunities.
• Recommend staffing that provides 24/7 coverage for all the programs of the House of Charity, Rising Strong and The Catalyst.
• Represent the House of Charity, Rising Strong and The Catalyst in the community to provide feedback to the local continuum of care and assist with system change.
• Serve as designated liaison with identified community agencies and institutions that are collaborating in service delivery to target populations.
• Oversee implementation of plans to utilize volunteers in identified program components.
• Oversee or provide the provision of paid staff and volunteers with the training, supervision and support they need to carry out their responsibilities in a competent and professional manner.
• Serve as a backup Supervisor and Administrator for shelter programs during planned and unplanned leave periods.
• Collaborate in the design and implementation of a promotion and marketing plan for the House of Charity, Rising Strong, and The Catalyst Regional Services.
• Assure the development of a donor base and significant private contributions to House of Charity, Rising Strong and The Catalyst.
• Explore accreditation certification and implement other continuous qualify improvement strategies.
• For subgrantee partners of multi‑partner grants: establish MOU’s, ensure the readiness of partners to implement program guidelines, provide ongoing oversight and monitoring to ensure compliance and work with funders to provide ongoing quality improvement to the program design.
• Develop and sustain successful working relationships with community partners to enhance the effectiveness and scope of housing and service opportunities available to persons served by the House of Charity, Rising Strong, and The Catalyst.
• Support the development and implementation—in partnership with Program Directors—of detailed program budgets based upon funding streams, data regarding cost per client served, and benchmarking against like facilities in the region.
• Support Directors in overseeing monthly reconciliation of program budgets to actual expenditures/revenue to ensure budgets align with projected spendings and grant‑funding expectations.
• Explore ways to expand services and collaborate with new and existing funding streams.
• Extensive experience in grants management. Experience writing and implementing local, state and federal grants
• Use information from the outcome measures tracking system and best practices to ensure that the services provided align with the highest standard possible.
• Oversee compliance and ensure the shelter & emergency programs meet accreditation or fidelity/best practice standards.
• Ensure that facilities and programs follow all applicable contractual, licensing, staffing and safety mandates.
• Advocate for systemic change that improves the lives of low‑income households experiencing homelessness.
• Serve as designated liaison with identified community agencies and institutions that are collaborating in service delivery to target populations.
• Serve as a backup Supervisor and Administrator for programs during planned and unplanned leave periods.
• Support the development and implementation—in partnership with Program Directors—of detailed program budgets based upon funding streams, data regarding cost per client served, and benchmarking against like facilities in the region.
• Support Directors in overseeing monthly reconciliation of program budgets to actual expenditures/revenue to ensure budgets align with projected spendings and grant‑funding expectations.
• Uses appropriate administrative, fiscal, physical, and technical safeguards to ensure the confidentiality, integrity, and security of CCEW client protected health information (PHI), per regulations outlined in the Health Insurance Portability and Accountability Act of 1996 (HIPAA).
• Will regularly utilize all forms of communication (email, text, phone, etc.) and database practices necessary for this position and as directed by supervisor.
• Provide after‑hours, weekend and on‑call coverage as needed.
• As a mandated reporter, follow all procedures outlined in agency policies and procedures to report to the proper agency when there is suspicion and/or confirmation that a child or adult has been a victim of abuse or neglect.
• Adheres to the tenets of Catholic Social Teaching and Catholic Doctrine.
• Perform related functions, including advocacy, to support the mission of Catholic Charities.

Job Qualifications

To perform this job successfully, an individual must meet the minimum qualifications listed below. These qualifications are representative of the knowledge, skill and/or ability required to perform this job.

Education/Experience:

• Bachelor’s degree from an accredited academic institution required.
• Minimum of five years successful supervisory and program administrative experience in a leadership setting or an equivalent combination of education and experience.
• Extensive experience implementing person‑centered, housing‑first, low barrier services—supporting unhoused individuals, youth and families.
• Five years’ experience managing complex grants and budget/fiduciary oversight—leveraging multiple funding sources to support program operations.
• Five years’ experience in grant writing—inclusive of Federal grants.
• Knowledge of basic fundraising techniques and strategies.
• Proficiency in navigating multiple database management software platforms.
• Strong commitment to Catholic Charities’ mission.
• Superior writing skills and demonstrated experience developing proposals and budgets.
• Strong communication and interpersonal skills.
• Strong ethical framework and ability to responsibly handle confidential information.
• Ability to make critical judgment calls in a variety of situations.
• Collegial team player able to work well with diverse internal and external constituencies.
• Excellent organizational skills and attention to detail.
• Strong analytical skills and experience working with project budgets and financial reports.
• Ability to work independently and nimbly manage multiple deadlines.
• Demonstrated commitment to volunteerism.

Certificates/Licenses:

• To perform this job successfully, an individual must have a valid Driver’s License and ability to drive for work use. Successfully pass background check applicable to position.
• Requires respirator medical evaluation questionnaire, fit testing, training, and use of respiratory protection as required by the WA Industrial Safety & Act standards. Refer to WAC 296-842 to learn more.

Physical Abilities:

To perform this job successfully, an individual must be able to:

• Regularly sit, stand, climb, walk, hear/listen, talk
• Frequently lift up to 25 pounds, pull/push, carry, grasp, reach
• Occasionally crawl, stoop, kneel
• Clearly see 20+ feet, with or without corrective lenses, ability to focus

Mental & Other Skills/Abilities:

• Adaptability: ability to adapt to changes, delays or unexpected events in the work environment; ability to manage competing demands and prioritize tasks; ability to change approach or method to best fit the situation.
• Analytical Ability: ability to maintain focus for extended periods of time; ability to complete research projects with resourcefulness and persistence; ability to synthesize complex or diverse information; ability to use intuition and experience to complement existing data.
• Attendance: ability to consistently arrive and be able to work as scheduled.
• Computer/Technical Ability: Working knowledge of: Word Processing software, Spreadsheet software, Internet software
• Dependability: ability to follow instructions, both in written and verbal format; ability to respond to management direction; ability to complete tasks on time or notify the appropriate person with an alternate plan when necessary.
• Interpersonal Skills: ability to maintain satisfactory relationships with others, excellent customer service skills and a good overall understanding of appropriate human relations. Awareness of and sensitivity to the service population’s culture and socioeconomic characteristics.
• Judgment: ability to make prudent and timely decisions; ability to exhibit sound and accurate judgment; ability to explain reasoning for decisions.
• Language Ability: ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; ability to write reports, business correspondence, and procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Mathematical Ability: ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, circumference, and volume; ability to apply concepts of basic algebra and geometry.
• Motor Coordination: the ability to coordinate eyes, hands, fingers, and feet accurately and handle precise movements.
• Problem Solving Ability: ability to identify and/or prevent problems before they occur; ability to formulate alternative solutions to problems when necessary; ability to transfer learning from past experiences to new experiences of similar nature.
• Quality Management: ability to complete duties, on time and with absolute precision, at least 95% of the time; ability to edit the accuracy and thoroughness of one’s work as well as the work of others; ability to constructively apply feedback to improve performance, ability to generate ideas to improve and promote quality in work.
• Reasoning Ability: ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Supervisory Skills: ability to carry out supervisory responsibilities in accordance with the Company’s policies and applicable laws. Applicable supervisory responsibilities include interviewing, hiring, training, and coaching employees, planning, assigning and directing work, reviewing performance, appraising/disciplining employees when necessary, addressing complaints and questions and resolving problems.

Workplace Environmental Conditions

• Client Population may include persons involved in gangs, with substance abuse concerns, homelessness and/or tendencies towards violent behavior.
• Noise Conditions: exposed during a shift to constant or intermittent sounds at moderate to loud levels of sound dependent upon the activities of the Shelter.
• Exposure to Trauma: Employees of Catholic Charities Eastern Washington provide direct services to vulnerable community members including those who have behavioral health challenges and those who have been exposed to trauma.
• Potential for exposure to illicit drugs and air‑borne contaminants (proper PPE provided).

Job Title Vice President of Shelters & Specialized Housing Services Agency Catholic Charities Eastern Washington Posted On August 4, 2025

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## For additional information, please review .**Qualifications**:* 5-8 years of experience.* Strong analytical and financial skills.* Strong verbal and written communication skills.* Organized with strong attention to details.* Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.* Basic understanding of investment and financial planning strategies preferred.* Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.* Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.* Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.* This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.**Education**:* Bachelor's/University degree or equivalent experience------------------------------------------------------**Job Family Group:**Private Client Coverage------------------------------------------------------**Job Family:**Financial Planning Services------------------------------------------------------**Time Type:**Full time------------------------------------------------------**Primary Location:**San Jose California United States------------------------------------------------------**Primary Location Full Time Salary Range:**$88 400,00 - $132 600,00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.------------------------------------------------------**Most Relevant Skills**Please see the requirements listed above.------------------------------------------------------**Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------**Anticipated Posting Close Date:**ene 27, 2026------------------------------------------------------*Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.**If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi’s and the poster.*The Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.**Responsibilities**:* Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.* Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.* With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.* Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.* Master referral opportunities to grow portfolio.* Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.* Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)* Organize client events to enhance client bonding.* Acquire new clients through converting referral leads* Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.* Ensure that KYC/AML and other compliance norms are strictly adhered.* Partner with all roles on branch team to ensure all clients have a positive in-branch experience.* Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
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A leading global investment firm in Chicago is looking for an Investment Banking Associate in Tech Enabled Services. The role focuses on executing detailed financial analyses, supporting new business development, and leading transaction documentation. Candidates should possess a Bachelor's Degree, with an MBA preferred, and have strong analytical and communication skills. This position offers a competitive salary and includes a range of benefits such as medical and dental coverage.
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A global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and the necessary US FINRA registration. The candidate will provide holistic financial solutions by understanding clients' banking and investment needs, organizing client events, and ensuring compliance with regulatory norms. The position offers a competitive salary, professional growth opportunities, and comprehensive benefits.
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Banco Santander SA is looking for a Private Banking - Sr Banker to manage affluent clients in Miami and Houston. This position requires delivering exceptional service and a proactive approach to client relationship management, focusing on clients with over $4MM in investable assets.

The ideal candidate will have at least 5 years of experience in private banking, with a strong emphasis on expanding client relationships and acquiring new high-net-worth clients. A competitive salary range of $123,750 to $225,000 is offered, depending on experience and location.

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A leading defense contractor is seeking an Expert Imagery Analyst to support the Army's overhead GEOINT exploitation efforts. The successful candidate will conduct analytic production by interpreting various imagery types and must possess a Doctoral, MA/MS, or BA/BS in relevant fields with substantial experience in GEOINT Analysis. An active TS/SCI clearance is necessary. The position is based in Fort Shafter, Hawaii, offering competitive salaries and a comprehensive benefits package.
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Vice President of Finance - Solar will focus on the long-term success of the fast-growing Solar business Unit. The successful candidate integrates into the business by having primary responsibility for business planning, reporting and analysis and other financial-related activities.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Provides Business Partnership leadership in the development and continuous evaluation of short and long-term strategy
• Able to understand and explain the income statement and balance sheet impact of various business decisions
• Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts
• Provide Business oversight to the Solar Accounting Organization and systems. Working closely with the Chief Accounting Officer who provides functional oversight of Solar Accounting
• Responsible for building a capable team including recruiting, developing and promoting staff along with developing back up and succession plans
• Evaluates and advises on long range planning, new initiatives, strategies and regulatory action affecting the business
• Establish and maintain strong relationships to identify business needs and support objectives
• Manage processes for financial forecasting, budgets, and reporting
• Provide recommendations to strategically enhance financial performance and business opportunities
• Ensure effective internal controls are in place and continued compliance with applicable laws and rules for financial and tax reporting
• Perform other duties as assigned

EDUCATION AND WORK EXPERIENCE

• BS in Accounting or Finance, MBA and/or CPA desirable
• 10+ years in progressively responsible financial leadership roles, preferably in the construction industry with a focus on self‑performed work
• Experience evaluating and installing ERP systems
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization
• Business acumen and support mindset to actively collaborate with business leaders
• Strong problem solving and the ability to exercise judgment and make decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results‑orientation
• Demonstrated capability to work within a team with a high level of trust

JOB TITLE: VICE PRESIDENT OF FINANCE - SOLAR

JOB LOCATION: FORT LAUDERDALE, FL

CLASSIFICATION: FULL TIME – EXEMPT – SALARIED

REPORTS TO: CHIEF SCALING OFFICER, CHIEF FINANCIAL OFFICER

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Director, Actuarial State Filings page is loaded## Director, Actuarial State Filingslocations: Morristown, NJtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients.At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients.We are seeking an experienced professional to lead our Rate Filing team within the Actuarial Department. As Director, Actuarial Rate Filings you will be responsible for ensuring all rate filings are complete, accurate, and timely. You will be a key part of the product development process developing and filing rates for new products while ensuring rates for all existing products remain adequate.**Responsibilities*** Institute and manage actuarial rate filing process ensuring rates remain current and adequate.* Review bureau circulars and make recommendations for adoption or deferral.* Lead team in preparing Property and Casualty rate filings for bureau and proprietary products.* Work with State Filings team to submit filings and respond to questions.* Work with Actuarial, Underwriting, Product Development, and Legal to ensure all filing needs are met.* Maintain filing documentation and support.**Qualifications*** Bachelor’s degree.* 15+ years of experience preparing and submitting property and casualty insurance rate filing for bureau and proprietary products* 5+ years of managerial experience* Actuarial experience a plus but not required* Strong attention to detail* Excellent organizational and time management skills* Effective oral and written communication skills* Able to manage multiple projects and bring them to conclusionSalary range specific to for this role : $128,000-$175,000 + discretionary incentive bonus + benefits depends on various factors including, without limitation, individual and organizational performance. The offered rate of compensation will be based on individual education, experience, and qualifications. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\*\*This is not a remote position. The role is required to be onsite on our hybrid work schedule in our Morristown, NJ office.\*\***Equal Opportunity Employer**Coaction is an Equal Employment Opportunity employer. Coaction’s policy is not to discriminate against any applicant or employee based on race, color, religion, national origin, gender, age, sexual orientation, gender identity or expression, marital status, mental or physical disability, and genetic information, or any other basis protected by applicable law. Coaction also prohibits harassment of applicants or employees based on any of these protected categories.If your application is selected, you will receive an email directly from the Coaction Recruiting Team at asking you to contact a member of the Coaction Recruiting Team. Any other method of contact may be fraudulent.Coaction Specialty Insurance Group (Coaction) is a privately-owned, specialty property and casualty (P&C) insurance company headquartered in Morristown, New Jersey, with additional offices in Glendale, California, and New York City. Founded in 2009 as ProSight, the company completed a go-private transaction with investment management firm, TowerBrook Capital Partners (TowerBrook), and private-equity firm, Further Global Capital Management (Further Global), in August of 2021. Today, Coaction is a full specialty underwriter across five major product verticals: property, casualty, entertainment, executive liability, and multi-line. Through these verticals, Coaction provides a range of coverages to customers across the U.S. via both open brokerage and delegated underwriting authority platforms. Coaction’s authentic, collaborative, and results-oriented culture is reflected in the focused approach the company takes to fulfilling the needs of each individual customer by combining product, analytics, and underwriting capabilities with strong industry knowledge and partnerships to develop real-world solutions. Through data-driven insights and collaboration with partners, the company coacts with customers and partners to rationally manage risk so businesses and communities can build a more ambitious, confident, and sustainable future.
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A Texas school district is seeking a Chief Financial Officer to oversee all financial and business affairs. The role includes ensuring the integrity of accounting records, developing budgets, and serving as financial advisor to the superintendent and board. Candidates should hold a Bachelor's degree in business or accounting with experience in school finance and possess advanced leadership skills. This position offers a competitive salary based on experience with additional benefits including a monthly contribution towards medical insurance.
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InforCapital, partnership in New York, is seeking a Director of Investments for its prestigious university endowment managing over a billion in capital. This role involves developing investment strategies, conducting due diligence, and leading research across diverse asset classes.

Ideal candidates possess 7+ years of experience in asset management, strong financial modeling skills, and a CFA designation. This position offers a salary range of $300,000 - $400,000 base per the NYC Pay Transparency Act.

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A global investment bank seeks a Vice President to manage M&A processes including financial analyses and client relationships. This role requires over 6 years of investment banking experience and an undergraduate degree. The successful candidate will provide leadership in deal execution and mentoring junior staff. A competitive salary of $250,000 is offered along with a benefits package. Covid vaccination is required, respecting legal stipulations.
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Southern Virginia University is seeking a Director of Financial Aid to provide strategic leadership and oversee all financial aid programs. This role ensures compliance with regulations, develops strategies for enrollment and retention, and offers exceptional service to students. Responsibilities include managing staff, developing policies, and providing comprehensive counseling. The ideal candidate has a Master’s degree and significant experience in financial aid administration, particularly with Title IV programs and financial systems. Essential qualities include strong leadership and communication skills.
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Overview

Join a growing nonprofit where your financial leadership will directly support mission impact. The Chief Financial Officer at Greater St. Louis, Inc. will serve as a hands-on financial and operational leader for an organization with approximately $27 million in annual revenue, projected to grow to $40 million over the next five years, supported by a small, collaborative staff.

This role combines accounting leadership, financial planning and analysis, operational oversight, and executive partnership. Working closely with the CEO, COO, board, and staff, the CFO will help strengthen financial clarity, improve accountability, support sound stewardship of charitable resources, and guide better decision making across the organization.

This is an excellent opportunity for a senior or a manager in public accounting ready for a broader leadership role, or for an experienced nonprofit finance leader who enjoys balancing accounting, planning, compliance, and business partnership.

What you do

• Lead budgeting, forecasting, and financial planning to align resources with mission priorities, strategic objectives, and support long term sustainability.
• Interpret financial performance, budget variances, and spending outcomes to guide leadership decisions, strengthen stewardship of nonprofit resources.
• Advise the CEO, COO, leadership team, and Finance Committee to influence strategic planning, resource allocation, and mission aligned investment decisions.
• Direct accounting operations, financial close, and financial reporting practices to ensure accurate, timely, and transparent financial information.
• Manage cash flow, reserves, and financial resources to maintain stability to protect organizational stability and support ongoing mission delivery.
• Oversee restricted and unrestricted fund accounting to ensure proper stewardship, donor intent compliance, and sound use of charitable resources.
• Lead audit preparation, tax reporting, and required regulatory filings to maintain compliance, protect nonprofit status, and reinforce stakeholder confidence.
• Establish and direct the financial oversight of grants, contracts, and donor restricted funding to ensure compliant use of funds, accurate reporting, and strong funder confidence.
• Partner with program and development leaders on budgets, proposals, and funding strategies to align financial commitments with program goals, donor expectations and organizational priorities.
• Oversee day to day business operations and process improvements to strengthen execution, accountability, and cross functional effectiveness.
• Build financial capability across staff and budget owners to strengthen budget ownership, improve decision making, and embed stewardship throughout the organization.
• Present financial insights, recommendations, and risk considerations to the board, committees, and external stakeholders to support governance, credibility, and trust.

What you will bring

• Bachelor’s degree in accounting, Finance, or a related field.
• Certified Public Accountant (CPA)
• Five or more years of public accounting experience.
• Strong accounting, reporting, budgeting, and audit experience.
• Ability to communicate financial information clearly to non-finance audiences.
• Nonprofit, grant, or mission driven experience is helpful.

Why join Greater St. Louis, Inc.?

You will be given the opportunity to combine technical accounting depth with executive visibility and mission driven impact. You will help a growing nonprofit improve stewardship, strengthen financial discipline, and make better use of its resources.

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At Compass, our mission is to help everyone find their place in the world. Founded in 2012, we’re revolutionizing the real estate industry with our end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients.

Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Strategic Growth Partner, you are directly responsible for driving net-new pipeline for our Strategic Growth Team.

This is a fully on-site role in our Fort Worth office

In its simplest form, the SGP’s role is to educate the Compass Agent Community on the benefits and importance of contributing to the Strategic Growth of Compass. Successful SGPs partner with Compass Agents to identify who in their network of Prospective Agents should be introduced to a Strategic Growth Manager. The Strategic Growth Manager then meets with the Prospective Agent to discuss the Compass value proposition (technology, marketing, culture and growth). SGPs are the future of the Strategic Growth organization. In addition to the direct impact this role has as a partner to the SGMs in the market, you will ultimately be working toward the goal of becoming an SGM yourself. From onboarding all the way through a formal SGP-to-SGM training program, your focus will be on developing the skills and knowledge that line a direct path into the closing sales position.

ROLE SPECIFICS

• You generate new business opportunities to build our sales pipeline through both inbound and outbound efforts
• Outreach directly into prospective agents that fit our ideal persona via cold-calls, text, emails, integrated marketing campaigns, LinkedIn campaigns and other methods
• Articulate our value prop and objection handle to create qualified opportunities in your market
• You work closely with the Strategic Growth Managers and Team Leaders to develop successful prospecting strategies
• Document all activities within our CRM, maintaining flawless data management
• Drive active engagement with new and existing leads through creative follow-up communications
• Collaborate cross-functionally to create new processes and refine existing processes through innovative thinking
• Analyze addressable market in nascent geographies and create demand for disruptive technology
• Become a critical part of the high performing team, adding value to each SGM’s sales process

QUALIFICATIONS

• Bachelor’s degree with 2+ years of relevant experience with history of strong performance (SDR, Customer Success/Service, Direct Sales, Account Management)
• Strong interpersonal and rapport-building skills, glass-half-full mentality, natural leader
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision, comfortable with ambiguity
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

COMPENSATION

The base pay range for this position is $38.46-$43.27 per hour ($80,000-$90,000 annualized); however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

PERKS THAT YOU NEED TO KNOW ABOUT

Participation in our incentive programs (which may include eligible cash, equity, or commissions). Plus paid vacation, holidays, sick time, parental leave, and recharge leave; medical, tele-health, dental and vision benefits; 401(k) plan; flexible spending accounts (FSAs); commuter program; life and disability insurance; Maven (a support system for new parents); Carrot (fertility benefits); UrbanSitter (caregiver referral network); Employee Assistance Program; and pet insurance.

Do your best work, be your authentic self.

At Compass, we believe that everyone deserves to find their place in the world — a place where they feel like they belong, where they can be their authentic selves, where they can thrive. Our collaborative, energetic culture is grounded in our Compass Entrepreneurship Principles and our commitment to diversity, equity, inclusion, growth and mobility. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

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A leading provider of ABA services in New York is seeking passionate Behavior Technicians to work with children. This entry-level position offers hands-on training, flexible scheduling, and career development opportunities toward RBT certification. Candidates must have a high school diploma and a desire to make a meaningful impact. The role includes direct client work under supervision and focuses on implementing ABA therapy. Competitive hourly pay starting at $21–$28 based on experience.
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