Verkada is building a world-class sales organization. Our business requires highly motivated and capable sales professionals. We prioritize drive and demonstrated success in whatever sales role you’ve been in before — we care far less about fancy pedigrees, schools, or a resume with “brand name” companies. We have a fun, positive culture of success, and of course, we pay well.

What You'll Do

• Source and close new business to consistently meet or exceed quarterly sales quotas
• Build an intimate understanding of Verkada products and their place in the industry
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Maintain accurate pipeline management with expert-level forecasting 
• Aggressively exceed goals consisting of outbound phone calls, emails, online demos, and trials every quarter
• Act as a trusted advisor and subject matter expert to customers and channel partners
• Work closely with Customer Success to ensure smooth launches and fuel future product growth
• Provide market/client feedback to Verkada’s product/engineering team

What You Bring

• 5-10+ years of quota exceeding Sales experience working for a technology vendor selling Enterprise solutions into State Agencies
• Prior Experience in Government procurement processes and regulations, security standards and policies
• Experience responding to Government RFI's and RFP's
• A track record of developing a greenfield territory, adding net new logos in an Enterprise software role
• Hunter mentality with solid Sales DNA
• Strong verbal and written communications skills
• BS/BA degree strongly preferred

US Employee Benefits

The Role:

The Home Equity Mortgage Processor works directly with individual applicants to review loan applications to ensure that the application is complete and accurate. This requires time and attention to detail. This role ensures the timely and accurate packaging of all loans originated by our Loan Officers using effective communication with multiple parties involved in the loan process.

What You’ll Do:

• Provide excellent customer service and drive an overall exceptional customer experience using varying forms of communication
• Responsible for processing, managing, and acting as the primary contact of a pipeline of Home Equity loans to meet closing deadlines and lock expiration periods.
• Maintain a progressing pipeline of 30-50 loan applications.
• Effective and timely communication to both external customers (Clients, 3rd Parties, Vendors) as well as internal customers (Loan Officers, Underwriters, Closers).
• Maintain and adapt to the changing mortgage guidelines.
• Appropriately set borrower expectations for the mortgage process and establish that the processor is the main point of contact until closing.
• Holds the responsibility to request, gather, and analyze documentation required from the borrowers, internally, and third parties for underwriting approval.
• Handles the fillfullment of broker channel loan offerings from members 
• Adapt easily to change and provide interdepartmental support.
• Strive to exceed productivity expectations and standards.
• Set appropriate expectations and point of contact with realtors and other referral sources.
• Understand and request documentation requirements for mortgage financing (tax transcripts, paystubs, tax returns, income calculation, etc.).
• Must be highly organized and proactive; able to meet deadlines in a fast-paced environment.

What You’ll Need:

• 2 years of mortgage processing industry experience preferred
• Broker fullfillment experience is a plus 
• Ability to maintain a pipeline of 30-50 loans of mixed variety
• Knowledge of Encompass LOS
• Excellent oral and written communication skills
• Works well under time constraints and a constantly changing environment
• Has to have a team mentality and work well as a member of a group
• Eagerness to delight clients throughout the process and drive overall experiences
• Knowledge of Fannie Mae guidelines

CPI Security is looking to hire a Corporate Controller to support and lead our accounting team, working out of our headquarters in Charlotte, North Carolina. CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work

Position Summary:

The primary responsibilities of the Corporate Controller are to:  

• Manage all operational entities within the Accounting Department including accounts payable, collections, accounts receivable, payroll, inventory and revenue.  
• Perform monthly close.  
• Prepare monthly, quarterly and annual reports for Executive Management Team.  
• Manage the treasury function for the organization. 
• Prepare monthly compliance reports. 

 This is an on-site position located at our corporate office in Charlotte, NC. 

Essential Functions

• The role will serve as a key business leader across multiple stakeholders within the company. 
• Manage all operational processes within the accounting function including accounts payable, collections, accounts receivable, payroll, inventory and revenue.  
• Ensure the company has relevant systems, financial controls, standard processes and procedures that support a strong internal control environment and an efficient operation
• The role will leverage and build systems and business process to achieve objectives and will require a continuous improvement mindset to build the scale to enable future synergistic growth.  
• Demonstrate strong technical accounting and business acumen to partner across the organization with a customer service mindset supporting various departmental needs. 
• Analyze financial data and trends to identify opportunities for cost savings and revenue growth
• Complete all activities necessary for monthly close including, but not limited to: preparing supporting documentation, reconciling accounts and creating corresponding reports. 
• Act as finance leader and liaison for various financial and tax initiatives and audits

Knowledge, Skills and Abilities Required

• Must be able to develop and maintain a high level of product knowledge, including, but not limited to: current product features and specifications, current corporate promotions, pricing, and discounts.  
• Demonstrate flexibility and aptitude to learn, process and effectively implement new policies and procedures as corporate standards are modified over time.  
• Must have an automation mindset to drive scalable growth using various tools, including AI, process re-engineering or other technology.
• Must be self-motivated and able to take initiative to complete work in a highly accurate manner, within established timelines, guidelines and standards.  
• Must be able and willing to listen, work as a functional member of a team, and take direction as needed to meet goals and complete work.  
• Must be able to develop and sustain positive and harmonious working relationships with all customers and colleagues.  
• Must have good problem solving and decision-making abilities and possess a strong attention to detail.  
• Must demonstrate integrity and ethical soundness in all activities.  
• A confident and adaptable leader who thrives in a fast-paced team environment with a servant-leader mindset 

Other Experience Required

• 10+ years of experience in accounting 
• Bachelor’s degree in accounting required, master’s degree preferred 
• Prior experience in public accounting a plus
• Certified Public Accountant a plus
• Advanced Excel knowledge, i.e. VLOOKUP’s, Pivot Tables, SUMIF functions, required
• Experience in financial planning tools a plus
• Experience in financial strategy, planning, reporting and working capital management

What's In It for You!

• Competitive pay and the opportunity to work for an iconic brand.
• Great medical, dental, vision, short- & long-term disability, and life insurance options 
• Company paid holidays, floating holidays, and paid time off
• 401(k) plan with a competitive company match 
• Eligible for free monitored security system after 90 days
• Education assistance – we encourage and support our employees who want to improve their skills and further their education 
• An engaging and fun company culture that’s made up of a diverse group of people 
• Volunteer and community engagement opportunities. CPI partners with organizations that share our mission to save and improve lives, particularly focusing on underserved communities. 
• On-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director
• Birthday and Work Anniversary Rewards

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Director, Enterprise Financial Planning serves as the central financial steering and consolidation point for the company. This role brings together inputs from all business controlling teams, ensures alignment to enterprise financial targets, and supports executive decision-making through integrated planning, forecasting, reporting, and scenario analysis. This role also owns the company’s official forecasts and long-term plans submitted to our parent company, supports multi-entity planning and consolidation as the organization grows, and plays a key role in finance governance and company-wide policy review.

Key Responsibilities

Enterprise Financial Steering & Consolidation

• Act as the central coordination and steering point for financial planning across all business controlling teams, including Product Controlling, Production Controlling, Investment Controlling, Corporate Controlling, and Commercial Controlling.
• Consolidate, review, and challenge inputs from each team to ensure the combined enterprise plan aligns with financial targets, constraints, and strategic priorities.
• Facilitate trade-off discussions across functions when individual plans are misaligned with enterprise objectives, and drive alignment to the “one-company” view.
• Ensure consistency across assumptions, timing, definitions, and methodologies used in company-wide plans.

Official Forecasting, Long-Range Planning & Parent Company Reporting

• Own the company’s official enterprise forecasts submitted throughout the year.
• Lead long-range financial planning, integrating operating plans, investment strategies, and financial capacity.
• Serve as the primary finance interface for forecast and planning submissions to the parent company, including preparing executive-ready materials and narratives.

Enterprise Planning Across Multiple Entities

• Consolidate forecasts, plans, and scenarios across multiple legal entities and operating units into a single enterprise financial view.
• Ensure consistent assumptions, timing, and treatment of intercompany activities within enterprise planning models.
• Partner closely with Accounting to align planning-level views with legal-entity structures and group reporting requirements.
• Support the evolution of enterprise planning processes and models as the company adds new entities, operations, and complexity over time.

Integrated Financial Modeling

• Maintain and evolve the integrated enterprise financial model connecting the income statement, balance sheet, and cash flow.
• Maintain an integrated enterprise financial model that supports multi-entity planning and consolidation across the income statement, balance sheet, and cash flow.
• Translate functional and operational forecasts into enterprise-level impacts, including liquidity, working capital, and capital deployment.
• Partner closely with Accounting, Treasury, and Tax to ensure plans are financially sound, executable, and aligned to external reporting realities.

Enterprise Performance Reporting, Risks & Opportunities

• Lead enterprise-level financial reporting for executive leadership, internal steering forums, and parent-company reviews.
• Own the enterprise financial narrative: what happened, why it happened, and what management actions are required.
• Identify, quantify, and communicate enterprise-level risks and opportunities, including sensitivities and early-warning indicators.
• Drive scenario planning to support decision making under uncertainty and highlight key trade-offs for leadership.

Planning Standards & Ways of Working

• Define and help enforce enterprise planning standards, assumptions frameworks, timelines, and version control.
• Promote disciplined planning governance and a single source of financial truth across controlling teams and entities.
• Support the evolution of enterprise planning processes, tools, and reporting as the company grows.

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• 12+ years of experience in enterprise financial planning, FP&A, controlling, or corporate finance.
• Demonstrated experience acting as a company-wide financial integrator or steering lead.
• Experience supporting multi-entity planning and consolidation in a growing or complex organizational structure.
• Strong understanding of integrated financial statements and cash flow dynamics.
• Proven ability to challenge assumptions, balance competing priorities, and drive alignment across teams.
• Experience preparing and presenting executive-level and parent-company reporting materials.
• Advanced proficiency with Excel; comfort operating in ERP and planning tool environments.
• Advanced financial modeling skills and comfort with planning tools and complex data sets.
• CPA or Certified Management Accountant (CMA) preferred, but not require

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $170,000.00 - $206,250.00

Internal Leveling Code: M6

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Sr. Director of Tax and Customs will lead the development and execution of Scout Motors’ Tax and Customs strategy across all operations. This role is responsible for ensuring compliance, optimizing tax structure, and managing Customs and trade-related activities in a highly complex, capital-intensive, and globally integrated environment.

This leader will play a critical role in building scalable tax and customs frameworks from the ground up, while aligning with broader group policies and supporting the company’s growth, supply chain, and manufacturing footprint.

Key Responsibilities

• Develop and execute tax and customs strategies that optimize the company's financial performance while ensuring compliance with all relevant regulations
• Oversee the preparation, review, and submission of timely tax returns and customs declarations
• Build and lead a high-performing team in conjunction with the growth of Scout
• Serve as a trusted tax advisor to the brand, providing expert guidance on all tax-related matters
• Be a lead expert on Scout’s determination and usage of legal entities within its corporate umbrella structure
• Lean and maintain transfer pricing policies in alignment with global operations
• Ensure compliance with all federal, state, and international tax and customs laws and regulations
• Establish and implement policies, controls, and systems, in alignment with corporate standards
• Manage the preparation and review of financial statements and disclosures related to tax and customs matters, adhering to accounting standards
• Lead and oversee customs operations, including import/export compliance
• Represent to executive management status on tariff impacts to Scout Business Case
• Collaborate with international teams to navigate trade regulations, tariffs, and customs requirements
• Identify opportunities for tax savings, efficiency, and risk mitigation
• Proactively identify and mitigate tax and customs risks, implementing effective solutions to address them
• Interpret financial and operational data to provide insights for tax and customs decision-making
• Prepare and present financial reports and analysis to senior management and external auditors

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• Bachelor's degree in accounting, finance, tax, or a related field (advanced degree or CPA is a plus)
• 15+ years of proven leadership experience in Tax and Customs, preferably in an automotive or manufacturing setting
• Comprehensive knowledge of federal, state, and international tax laws, customs regulations, and trade compliance. Experience with transfer pricing preferred.
• Strong analytical and problem-solving skills, with the ability to navigate intricate tax and customs scenarios
• Leadership and team management abilities, with experience in leading and developing tax and customs teams
• Excellent communication skills, with the capability to explain complex tax and customs concepts to non-experts and present to senior management
• Detail-oriented, with a commitment to accuracy and thoroughness in financial reporting and compliance
• Proficiency in tax software, financial systems, and Excel
• Adaptability to evolving tax laws, regulations, and industry changes

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $210,000.00 - $255,000.00

Internal Leveling Code: M5

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Process and audit multi-state payroll for a large employee population on a bi-weekly or monthly basis 
• Ensure compliance with federal, state, and local payroll tax regulations 
• Reconcile payroll accounts and prepare journal entries for accounting team 
• Serve as subject matter expert for payroll system (ADP Workforce Now) 
• Research and resolve complex payroll discrepancies and employee inquiries 
• Support year-end processes including W-2 preparation and reconciliation 
• Partner with HR and Finance on compensation changes, new hire onboarding, and terminations 
• Identify opportunities to improve payroll processes and implement solutions 
• Assist with internal and external audits related to payroll 
• Mentor junior payroll staff 

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• Education/Certifications: A bachelor’s degree in accounting, Finance, Business or a related technical field. 
• Years of Experience required in type of role: 8+ years of experience in a payroll related role, manufacturing or automotive environment, preferably in a Specialist or Senior Specialist role. 
• Communication: Strong written and verbal communication skills as this position works closely with our internal employees and leadership teams.  
  • CPP certification preferred 
  • Experience with multi-state payroll and tax compliance 
  • Proficiency in payroll software and HRIS systems 
  • Strong Excel skills 
  • Excellent analytical and problem-solving abilities 

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $100,000.00 - $125,000.00

Internal Leveling Code: IC8

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

• Lead strategic IT Finance initiatives and provide visionary leadership in the design, development, and implementation of ERP Finance solutions 
• Collaborate with business domain leads and Application vendors to understand requirements and technical capabilities to identify opportunities to leverage IT applications to improve business processes and drive efficiency 
• This role focuses on aligning ERP Finance capabilities with enterprise-wide financial strategies, ensuring seamless integration, scalability, and compliance 
• Acting as a trusted advisor to solution teams and managers, the architect will bridge technical expertise and financial business priorities to deliver scalable, high-impact solutions 
• Serve as a trusted technical advisor to the Finance IT Business Partner, offering insights on SAP Finance direction and proactive steps 
• Collaborate with other Solution Architects and Application Vendors to ensure alignment across all financial systems and other enterprise systems 
• Operate independently, identifying strategic finance-related initiatives and driving them to completion 
• Lead critical SAP Finance projects such as S/4HANA implementation, and integrations with external financial systems 
• Foster strong relationships between IT and Finance and Accounting departments, aligning technical solutions with financial goals 
• Stay ahead of emerging technologies such as AI/ML and predictive analytics in financial operations 
• Participate in architecture review boards and alliances as needed 
• Formulate software and product roadmaps to ensure viability and business continuity for supported IT platforms 

Location & Travel Expectations: #LI-Remote #LI-Hybrid

• This role is based out of the Scout Motors corporate headquarters in Charlotte, NC.
• The responsibilities of this role require attendance at in-person meetings and events regularly. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• A minimum of 10 years of related experience is required 
• Deep understanding of Finance Applications (FI, CO, Asset Accounting, Treasury, Tax, etc.) and ERP best practices 
• Strong technical design skills and ability to translate financial requirements into scalable ERP solutions 
• Proven ability to lead ERP Finance implementations and optimize financial processes 
• Familiarity with financial data flows, compliance requirements, and API integrations 
• Experience with cloud-based financial platforms and trends in automation and analytics 
• Exceptional communication skills to convey financial technical concepts to diverse stakeholders 
• Ability to distill complex concepts into actionable technical plans and requirements 
• Experience with system architecture methodologies, scalability, and integration processes 
• Familiarity with industry architecture frameworks such as TOGAF 
• Bachelor's degree preferred 

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial base salary range = $170,000.00 - $206,250.00  

Internal leveling code: IC6

Fairstead has an exciting opportunity in our portfolio, and we are looking for a strong Traveling Community Manager to join our team. The Community Manager is responsible for managing the day-to-day operations, all on-site compliance activities, and for the overall performance of their assigned property as detailed below. 

 This position will require 90%-100% travel.

RESPONSIBILITIES: 

• Ensure adherence to laws relating to leasing, including but not limited to Departments of Housing and Urban Development (HUD), Fair Housing, Americans with Disabilities Act (ADA), and Fair Credit Reporting Act. 

• Remains compliant and knowledgeable in all aspects of the HUD 4350.3 Handbook. 

• Develops responses to regulatory agencies in coordination with the Compliance Department. 

• Implements intervention strategies with Regional Managers and Compliance Department for tenants who are non-compliant with lease/compliance requirements. 

• Prepares all site REAC reviews, EHS violations cleared, Management and Occupancy Reviews (MOR), Investor Site Reviews, Low-Income Housing Tax Credit (LIHTC) Reviews, and performs annual and interim recertification reviews. 

• Assisting tenants with requests, questions, problems, and complaints. 

• Monitors tenant and complex-wide arrears and litigation cases. 

• Document lease violations and coordinate evictions. 

• Direct collection of monthly rents and late fees, process applications, and pursue delinquencies through legal action and eviction. Monitor bad-debt write-offs. 

• Alerting staff of move-ins, move-outs, and any emergencies. 

• Supervise, direct, and monitor the preventive and emergency maintenance/repairs to ensure compliance with all regulations. 

• Coordinate vendor bids and contractor quotes. 

• Conduct and document unit inspections. 

• Conduct bi-annual walk-throughs with the Building Superintendent. 

• Create reports for review to ensure all buildings under the PM’s responsibility are properly maintained and building needs are appropriately noted, planned for, and addressed. 

• Provide and obtain updates on various ongoing construction projects/unit renovations. 

• Work with the construction team on avoiding violations, inspections, and necessary access. 

• Attend monthly financial catch-up meetings and monitor budgets. 

BENEFITS: 

• Generous employer contribution for Medical Insurance through Meritain Health. 

• Employer Paid Vision Plans. 

• Company Matched 401(k) Retirement Plan: 100% of the first 3%; 50% of the next 2%. 

• 12 paid Holidays. 

• 15 days of PTO. 

• 7 Sick days. 

• Employer Paid Life Insurance. 

• Flexible Spending Account. 

• Nationwide Pet Insurance. 

• Disability Insurance. 

• Laser Correction Discount. 

• Employee Discounts on appliances, apparel, and more. 

QUALIFICATIONS: 

• Three (3) years of management experience including supervising a team (property management, hospitality, retail, or restaurant management). 

• COS (Certified Occupancy Specialist) or CPO (Certified Professional of Occupancy) certification. 

• Bachelor's degree preferred. 

• EIV experience. 

• Yardi and Realpage experience preferred. 

• TCS certification for tax credit properties. 

• Experience in Affordable Housing 

• Proficient in Microsoft Office Suite. 

• Ability to multi-task and meet tight deadlines. 

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Client service

• Maintains regular, professional contact to create and foster relationships with client representatives
• Researches and resolves issues and requests in a timely manner, including issues requiring direct interactions
• Answers questions related to benefits program
• Conducts reviews and works to provide guidance on compliance related matters

Client meetings

• Assists in and prepares materials and collateral for meetings and discussions
• Actively participates in discussions
• Records and reports meeting discussion and action items
• Carrier and vendor management
• Oversees new vendor/carrier implementations
• Reviews carrier, vendor, and plan documents and contracts
• Maintains regular contact with carrier and vendor representatives to ensure client advocacy and that issues are being resolved in a timely manner

Communication and education

• Works with clients to develop short and long-term employee communication objectives
• Creates member facing collateral pieces to promote and clarify benefit program features
• Leads in person, virtual, and telephonic sessions to provide information and plan details to participants
• Uses regular interactions to update clients on carrier and vendor partner features and services

Internal partnerships

• Actively participates and contributes to client service team operations
• Effectively communicates client updates to appropriate team members
• Assists with other team duties as needed – i.e., position vacancy, cover personal time off, etc.

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Attains and maintains state life and health license in accordance with IMA standards
• Bachelor’s degree in relevant field or equivalent job experience
• 4 or more years of relevant experience
• Intermediate MS office skills (specifically PowerPoint, Outlook, Word, and Excel)
• Ability to learn and work in agency/client management systems and other related software and technology platforms
• Ability to work independently
• Intermediate interpersonal communication skills – written and oral – with the ability to articulate ideas and information in a clear and concise manner
• Demonstrates critical thinking and problem solving
• Ability to present information in a group setting (in person and virtually)
• Intermediate organizational skills including the ability to manage multiple projects with variable deadlines
• Possesses high degree of diplomacy and tact while maintaining confidentially

#LI-JS1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our financial planning philosophies, and organizer of best practices.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans created with MoneyGuideElite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

This position is an exempt position.The annualized base pay range for this role is expected to be between $70,000-$80,000 base salary compensation range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our financial planning philosophies, and organizer of best practices.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans created with MoneyGuideElite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000-$80,000 base salary compensation range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to:
•    Supports and demonstrates IMA’s core values.
•    Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
•    Test, diagnose and resolve end user desktop/hardware, operating system, and application problems. This includes identifying and resolving desktop application interdependencies and/or conflicts.
•    Setup and maintain user accounts, maintaining computer and hardware inventory, providing meeting room A/V support.
•    Act as the single point of contact for end customer issue resolution throughout the lifecycle of an incident. Escalate an incident to IT subject matter experts and track resolution to required service level.
•    Configure and deploy end user hardware, including laptops, desktops, telephones, and mobile devices.
•    Support the use and functionality of Microsoft Office 365 applications.
•    Manage end user support requests as assigned in the Help Desk ticketing system.
•    Serve as an escalation point for the IT Helpdesk.
•    Assist with support readiness on Technology projects.
•    Acquire and develop Subject Matter Expertise in Microsoft Office, workstations, audio/visual technologies, printing and other technologies, as directed by IT Leadership

REQUIRED EXPERIENCE AND SKILLS: include but are not limited to:

• 2–3 years of hands-on experience operating within an ITIL-aligned IT service management
• Excellent oral, presentation, analytical and written communication skills
• Exceptional focus on customer service
• Ability to work as a member of a highly collaborative
• Some travel is required 
• Associate degree preferred
• 4-5 years’ equivalent work experience in computer technology-related fields, required
• CompTIA A+ Certification or demonstrated equivalent work experience or certification required.
• CompTIA Network+ Certification or demonstrated equivalent work experience or certification preferred.
• 4-5 years’ current Microsoft desktop operating system, mail client and applications experience, required.
• 4-5 years’ experience and demonstrated success in a service desk, or help desk, environment, required.
• 4-5 years’ user account creation and administration experience required.
• 4-5 years’ experience working in service desk roles, required

About Us

At Prenuvo, we are on a mission to flip the paradigm from reactive “sick-care” to proactive health care. Our award-winning whole body scan is fast (under 1 hour), safe (MRI has no ionizing radiation), and non-invasive (no contrast). Our unique integrated stack of optimized hardware, software, and increasingly AI, coupled with the patient-centric experience across our domestic and global clinics, have allowed us to lead the change against “we caught it too late again".

To shift healthcare from reactive to proactive, Prenuvo is building the preventative health clinic network of the future. We currently operate preventative screening clinics across Canada, the United States, the United Kingdom, and Australia. Our patients include both self-referred individuals and physician-referred patients from primary care providers and specialists.

At the heart of our offering is the Prenuvo Scan — a proprietary, non-contrast whole body MRI (WB-MRI) designed to safely and efficiently deliver comprehensive insight into a patient’s physical health in a single visit. Patients receive direct access to their images and radiologist reports through Prenuvo’s suite of patient-facing health applications, empowering them to take control of their health journey.

As we expand our global footprint, we are seeking an innovative and dynamic operational leader to serve as Clinic Manager. This individual will oversee the day-to-day operations of our Atlanta and Charlotte clinics, as well as two mobile clinic units that rotate throughout the United States. The Clinic Manager will ensure operational excellence, exceptional patient experience, strong financial performance, and high-performing teams across all locations.

If you are passionate about reshaping healthcare through proactive medicine and leading teams in a high-growth, technology-enabled environment, we invite you to join us.

What You’ll Do

• Lead day-to-day operations across our Atlanta and Charlotte clinics and two mobile clinic units operating nationally, ensuring consistent, high-quality execution across all sites.
• Create and maintain a clinic environment and culture that reflects Prenuvo’s mission and the highest standards of modern healthcare delivery.
• Manage, coach, and develop clinic staff and on-site leadership, including Radiology Technologist teams and Patient Liaison teams, fostering accountability, service excellence, and collaboration.
• Own and drive performance across key metrics, including clinic safety, quality of care, patient experience, operational efficiency, utilization, and clinic economics.
• Oversee staffing models, scheduling, and patient flow to optimize throughput while maintaining an exceptional, hospitality-driven patient experience.
• Ensure regulatory compliance, safety standards, and clinical quality across fixed and mobile locations.
• Coordinate mobile clinic logistics, including site readiness, equipment deployment, vendor management, and operational troubleshooting during national rotations.
• Partner cross-functionally with Clinical, Radiology, Clinic Technology, Patient Experience, and other enterprise teams to implement standardized workflows and continuous process improvements.
• Contribute to a high-reliability culture by identifying operational challenges, analyzing root causes, and driving continuous quality improvement within your span of control.
  
  

What You'll Bring

• Experience: 5+ years in healthcare, with 2+ years in a management role, overseeing both strategic and daily clinic operations
• Education: Associate’s or Bachelor’s in Health Care related field
• Expertise: Deep understanding of healthcare systems, trends, and regulatory compliance relevant to clinic operations
• Leadership: Proven people-management skills, capable of leading a team in a fast-paced environment. Demonstrates managerial courage, an owner mindset, inspirational leadership, and an inherent aptitude for accountability balanced with empathy

Nice-to-Have

• Familiarity with outpatient imaging or radiology
• Active MRI Technologist certification preferred
• Master’s in Healthcare Administration, Business Management, or related field

What We Offer

• An avenue to make a positive impact on people's lives and their health
• We believe in preventative healthcare for everyone, including our team - Prenuvo provides free, whole-body scans to each team member 
• Growth opportunities are at the heart of our people journey, we’re doing big things with bright minds - there is no single path to success, it can be shaped along the way
• Building strong relationships is at the core of everything we do - our team gets together each week to connect, share, and socialize 
• Recognizing time away to restore is vital to our wellbeing - we have a flexible vacation policy and we will encourage you to use it
• We now offer the Prenuvo’s Commuter Benefits Plan to help cover your transit and parking costs. Whether you ride, drive, or park, we’ve got you covered—making your commute easier and more affordable! 
• Prenuvo offers a 401(k) retirement savings plan to eligible employees, allowing team members to make pre-tax contributions toward their retirement. While Prenuvo facilitates access to the plan, the company does not currently offer matching contributions.
• We offer a comprehensive benefits package including health, dental, vision, including Mental Health coverage, to support you and your family
• The base salary for this role ranges from $120,000- $140,000 in local currency, depending upon experience and geographic location

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

As part of the hiring process, successful candidates will undergo a background check in compliance to applicable federal, provincial, and state rules.

Please be advised that official communication from our recruitment team will only come from our authorized domain [prenuvo.com]. If you are contacted by a recruiter, please ensure their email address ends with @prenuvo.com. We do not use third-party recruitment services or any other email domains for hiring purposes. If you receive communication that you believe to be fraudulent, please report it immediately to jobs@prenuvo.com.

IMA's National Real Estate group is seeking an Account Specialist to join our growing team! This is a great opportunity for anyone to looking begin their career in insurance brokerage by providing support to Account Managers and Account Executives on large and complex construction accounts by preparing coverage comparisons, submissions, premium and rate comparisons, submissions, process audits on expired and non-renewed policies and other special requests.

Responsibilities include, but are not limited to: 

• Interact with clients regarding special program needs and new assignments
• Understand and deliver on unique client expectations within book of business
• Temporarily back up Account Manager as needed
• Problem-solve and suggest proactive solutions to Account Manager and Account Executive 
• Responsible for loss analysis and loss specific tasks related to invoicing, trending, tracking and reconciliation
• Responsible for assigned special client needs i.e. allocation spreadsheets (monthly, quarterly, annually or as requested) whether specific line of coverage or all lines of coverage based on entities, locations or ownership of property
• Utilize the AMS to keep detailed information on accounts (uploading policies, inputting large schedules, driver lists, etc.)
• Control industry specific reporting (well reporting, builder's risk, etc.)
• Review certificate of insurance requests and provide direction to Center of Excellence team related to invoicing allocations, surplus lines, policy processing, master certificates of insurance, and client specific instructions for customized Auto ID cards, billings, etc.
• Endorsement processing and billing, reviewing notice of cancellations, analysis of loss data within Experience Mods, deductible analysis and participation in internal review meetings and other meetings as requested
• Support as needed in special client projects
• Support and demonstrate IMA’s core values
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates

Required skills and experiences:

• 3+ years of applicable experience required
• Achieved general insurance designation. Pursuing other insurance designation - preferred
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel)
• Limited travel required (less than 10%)

The anticipated timeline of this posting is 04/27/2026-05/27/2026.

#LI-AG1

The role:

The Pre-Approval Specialist is responsible for providing exceptional customer service, file quality, and adhering to the agreed upon Service Level Agreement (SLA) while processing borrower documents. This is accomplished by obtaining and verifying necessary documentation for underwriting the loan file and communicating directly with borrowers, third-party vendors, and/or loan officers to obtain documentation for initial loan approval.

What You’ll Do: 

• Communicate with borrowers and various third-party companies to obtain and review required minimum document requirements and vendor information including, but not limited to: income and disclosure documents, verification of employment, tax transcripts, financial/bank statements, and ordering updates to FHA and VA case numbers as needed
• Verify vendor orders are completed and returned, and invoices are received and documented
• Verify all required documentation in the file is complete and accurate before submitting to underwriting
• Responsible for handing over a completely documented file to the Underwriter which is ready for initial underwriting
• Complete required loan submission checklists
• Manage pipeline within allotted turn times
• Document all communication related to the loan application in the conversation log.
• Perform other duties as assigned or required

What You’ll Need:

• Minimum of 1 year of experience in the mortgage industry
• Ability to calculate income and review credit report experience
• Ability to communicate with borrowers 
• Knowledge of mortgage guidelines 
• Strong math and analytical skills
• Excellent written and verbal communication skills
• Ability to prioritize and meet deadlines
• Available to work varying hours and overtime if needed
• Knowledge of Microsoft suite (Windows) and Google suite (Google Docs, Sheets, etc.) 
• High School Diploma or GED
• Mortgage experience is strongly preferred

ESSENTIAL JOB RESPONSIBILITIES: to be completed with moderate to limited supervision and guidance include, but are not limited to:

• Supports and demonstrates IMA Select’s core values.
• Values and understands the importance of diversity, equality, and inclusion among all IMA associates.
• Responsible for daily account servicing and client advisement needs including but not limited to: handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
• Cultivate and maintain excellent communication and relationships with clients and insurance carriers.
• Interact professionally and timely with clients via email, phone, and in-person
• Develop remarketing strategy in accordance with client servicing standards and market changes.
• Responsible for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
• Participate in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations.
• Participate in cross-selling new lines of coverage or services on existing accounts.
• Responsible for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy.
• Attend education classes in combination with individual study programs to expand technical coverage knowledge.  

REQUIRED EXPERIENCE AND SKILLS:

• Critical thinking and problem-solving skills with ability to prioritize and multitask in a fast-paced environment
• Ability to work independently regarding matters of significance
• Ability to manage more complex accounts
• Ability to analyze insurance quotes and make recommendations
• Knowledge of policy forms and endorsements
• Excellent written and oral communication and interpersonal skills
• Math skills required, involving familiarity with ratios, percentages, discounts, and commissions
• Strong computer proficiency including Microsoft Office products
• Minimum 2 years of similar or related experience
• Property and Casualty license will be required for state of business and must fulfill continuing education requirement to retain license

#LI-JS1

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Chief Accounting Officer and works in close partnership with the accounting team as well as internal and external auditors.

Summary of Role 

Palmetto is seeking a SOX Compliance Director to own and lead the company's Sarbanes-Oxley program. This is a high-impact, highly visible role that sits at the intersection of operational accounting, controls assurance, and cross-functional collaboration. The Director will be responsible for designing, implementing, and maintaining a scalable SOX 404 compliance framework to ensure that Palmetto is well-positioned for PCAOB controls audit. The ideal candidate brings a deep understanding of internal controls over financial reporting (ICFR), a builder's mindset, and the ability to operate with credibility at the executive level.

Strategic & Tactical

• SOX Program Ownership
  • Own the end-to-end SOX 404 compliance program, including scoping, risk assessment, controls documentation, sample testing, and remediation
  • Lead the development and maintenance of process narratives, risk and control matrices (RCMs), and flowcharts across all in-scope financial processes
  • Establish and maintain a comprehensive controls inventory, ensuring coverage of entity-level controls, IT general controls (ITGCs), and business process controls
  • Drive annual SOX scoping decisions in collaboration with internal audit, external auditors and senior leadership
• Testing & Assurance
  • Design and execute (or oversee) controls testing procedures in accordance with PCAOB standards
  • Manage walkthroughs and control testing timelines to align with audit cycles and financial close schedules
  • Identify control deficiencies, assess their severity, and work with process owners to drive timely and effective remediation
  • Coordinate reliance strategy with external auditors to optimize the internal/external audit relationship and reduce redundancy
• Cross-Functional Partnership
  • Serve as the primary SOX subject matter expert and advisor to process owners across Accounting, Finance, Tax, IT, Legal, and HR
  • Partner with IT and business systems teams to assess and strengthen ITGCs and application-level controls across key platforms (e.g., NetSuite, Salesforce, and other enterprise systems)
  • Collaborate with FP&A and the broader Accounting organization on the financial reporting control environment, including period-end close and financial statement preparation controls
• Governance & Reporting
  • Prepare SOX status reporting and key metrics for executive leadership and the Audit Committee
  • Develop and deliver controls training and awareness programs across the organization
  • Stay current on SEC, PCAOB, and COSO framework developments; assess and communicate implications to the program

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA required
• 8+ years of progressive experience in SOX compliance, internal audit, or external audit, with at least 3 years in a SOX program leadership role
• Deep familiarity with PCAOB auditing standards, COSO 2013 framework, and SEC reporting requirements
• Experience building or significantly scaling a SOX program in a pre-IPO or newly public company strongly preferred
• Demonstrated ability to assess and document complex business processes and design effective controls
• Strong project management skills with the ability to manage multiple workstreams and meet non-negotiable deadlines
• Excellent communication and interpersonal skills; comfortable presenting to senior leadership and external auditors
• Experience working with cloud-based ERP systems (NetSuite experience a plus) and evaluating ITGCs
• Big 4 public accounting background preferred

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Location

This position will be based in Charlotte, NC. 

Reporting

This role will report to the Senior Manager of Capital Markets. 

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of Role 

The Capital Markets Analyst / Associate (we could hire at either level depending on experience!) will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role.

Strategic & Tactical

• Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
• 1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience strongly preferred
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape 
• Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
• Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders

Microsoft Partnerships Alliances Manager – Global GTM Enablement
Location: New York / Chicago / Charlotte (Hybrid) | Practice Area: Technology & Engineering | Type: Permanent

Drive revenue growth through Microsoft co-sell and strategic alliance execution in Financial Services.

The Role
Capco is seeking a Microsoft Partnerships Alliances Manager to support the execution and enablement of our global Microsoft partnership strategy. This role focuses on go-to-market (GTM) execution, partner operations, sales enablement and performance tracking, ensuring consistent collaboration between Capco and Microsoft across regions.

You will work closely with global and regional stakeholders to operationalise co-sell motions, improve pipeline visibility, and embed Microsoft-aligned propositions into Financial Services sales and delivery teams.

What You’ll Do

• Drive joint pipeline creation with Microsoft across Azure, Data & AI, and Power Platform

• Own and grow Microsoft-influenced revenue within assigned Financial Services accounts

• Activate and lead co-sell motions with Microsoft sellers, including account planning and deal strategy

• Identify, shape, and progress qualified opportunities from early-stage through close

• Partner with Capco leaders to embed Microsoft into account strategies

• Build strong relationships with Microsoft field sales, partner teams, and solution specialists

• Track and report on pipeline, bookings, and co-sell performance metrics

• Represent Capco in joint client meetings, Microsoft engagements, and industry events

What We’re Looking For

• 5–10 years of experience in alliances, partner sales, or direct sales roles within Microsoft ecosystem

• Proven track record of driving pipeline and closing deals in partnership with Microsoft

• Strong understanding of Microsoft co-sell motions, partner ecosystem, and field engagement model

• Experience working in consulting, SI, or technology services organizations

• Strong executive presence and ability to influence both internal and external stakeholders

• Experience managing quota, pipeline targets, or revenue metrics

Bonus Points For

• Exposure to Financial Services clients or transformation programmes

• Familiarity with Microsoft Azure services including Compute, Networking and Security

• Knowledge of Data & AI platforms such as Copilot, Databricks and Azure AI services

• Experience with Power Platform tools including Power BI, Power Apps and Power Automate

• Familiarity with Microsoft co-sell and marketplace programs

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions

• Work in a collaborative, flat, and entrepreneurial consulting culture

• Access continuous learning, training, and industry certifications

• Be part of a team shaping the future of digital financial services

• Help shape the future of digital transformation across FS & Energy.

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Core Benefits: Discretionary bonus, 401(k) with company match, comprehensive medical, dental and vision coverage, life insurance and disability insurance

• Wellbeing Support: Employee Assistance Program (EAP), mental health resources and wellbeing initiatives

• Time Off: Generous paid time off, paid holidays and flexible working arrangements

• Continuous Learning: Minimum 40 hours of training annually, certifications, e-learning and a dedicated business coach from day one

• Additional Perks: Pre-tax commuter benefits, wellness programs and employee discount platforms

Inclusion at Capco

We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.

We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.

#LI-MB1

#LI-HYBRID

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Chief Accounting Officer and works in close partnership with the accounting team as well as internal and external auditors.

Summary of Role 

Palmetto is seeking a Director, SEC Reporting & Technical Accounting to lead all external reporting and technical accounting functions. This is a highly visible and critical role responsible for ensuring the integrity, accuracy, and timeliness of the Company’s SEC filings, technical accounting positions, and financial disclosures. The Director will serve as the Company’s primary subject matter expert on US GAAP technical accounting matters and will own all aspects of the SEC reporting process.

This is a newly created and critical position developed in response to the continued growth and complexity of our business. The role interfaces cross-functionally across the organization and requires the ability to operate with credibility at the executive level.

Strategic & Tactical

• SEC Reporting & External Disclosures
  • Lead the end-to-end preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, proxy statements, and other required filings, ensuring compliance with Regulation S-X and S-K disclosure requirements
  • Oversee the preparation of financial statements, footnotes, MD&A, earnings releases, and non-GAAP reconciliations
  • Manage the XBRL/iXBRL tagging process and ensure accurate, timely submission of filings via EDGAR
  • Coordinate the review of SEC filings with external auditors, outside legal counsel, investor relations, and executive management
  • Monitor FASB, SEC, PCAOB, and other regulatory bodies to identify and assess the impact of new accounting standards and regulatory developments on the Company’s reporting and disclosures
  • Serve as the primary liaison with external auditors on all external reporting and technical accounting matters
  • Administer and optimize the Company’s SEC reporting software platform (e.g., Workiva)
• Technical Accounting
  • Serve as the Company’s primary subject matter expert on complex and non-routine accounting matters under US GAAP
  • Research, document, and communicate technical accounting positions on complex transactions, including equity arrangements, revenue recognition, lease accounting, business combinations, impairments, and other significant transactions
  • Author and maintain high-quality technical accounting memos that withstand auditor and regulatory scrutiny
  • Lead the assessment and implementation of new accounting standards across the organization, including developing accounting policies and updating the Company’s policy framework
  • Provide proactive technical accounting guidance to business partners on contemplated transactions and strategic initiatives to ensure accounting and operational considerations are addressed upfront
  • Collaborate with Legal, FP&A, Tax, and business teams on complex or judgment-intensive accounting matters
• SOX Compliance & Internal Controls
  • Own and maintain a strong internal control environment over financial reporting, including SOX 404 compliance
  • Design, document, and continuously improve controls over the external reporting and technical accounting processes
  • Partner with internal audit and external auditors on control testing, deficiency remediation, and readiness activities
• Leadership & Cross-Functional Collaboration
  • Hire, mentor, lead, train, and develop staff to support the Company’s external reporting and technical accounting needs
  • Collaborate with the Corporate Controllership team to support the consolidated close process
  • Develop and present management reports, accounting policy summaries, and technical updates to senior leadership and the Audit Committee
  • Manage relationships with cross-functional department heads across the organization, staying abreast of strategic activities that may drive changes to financial policies and reporting
  • Ad-hoc/special projects as assigned

Qualifications

• Bachelor’s degree in Accounting or Finance required; Master’s degree a plus
• CPA required
• 10+ years of progressive accounting experience; a combination of Big 4 public accounting and public company industry experience strongly preferred
• Deep expertise in US GAAP and SEC reporting rules and regulations, including Regulation S-X, Regulation S-K, and EDGAR filing requirements
• Demonstrated experience authoring technical accounting memos on complex topics including ASC 606, ASC 842, ASC 350/360, ASC 805, ASC 718, and other areas
• Experience with SEC reporting software (Workiva preferred) and XBRL/iXBRL tagging
• Experience supporting capital markets or other significant company transactions is a strong plus
• SOX 404 experience, including design and documentation of internal controls over financial reporting
• Strong organizational skills with a focus on accuracy, detail orientation, and the ability to produce high-quality work in tight timelines
• Demonstrated ability to lead both initiatives and teams in a fast-paced, high-growth environment, and to communicate complex technical accounting requirements to both technical and non-technical audiences
• Strong interpersonal, oral, and written communication skills with the ability to present to executive leadership and Audit Committees
• Big 4 public accounting background preferred
• Possess the highest level of integrity
• Ability to adapt and thrive in a rapidly changing environment
• Available for occasional travel

We are looking for a hands-on Strategic Partnership Manager to own and grow our referral partner channel from the ground up. This role is the engine behind day-to-day partner relationships — keeping accounts healthy, optimizing the processes that drive referral volume, and overseeing the programs that make our partnership channel a competitive advantage in small business lending.

You’ll work closely with partners who refer small business clients to us for lending solutions, so a deep understanding of referral and affiliate program mechanics is a major plus. Experience in financial services — especially small business lending — is strongly preferred. If you’ve built or operated within a referral network in the lending space, you’ll feel right at home.

What you will do:

Account Management & Day-to-Day Partner Operations

• Serve as the primary point of contact for a dedicated portfolio of strategic and referral partners.
• Own the full partner lifecycle: onboarding, activation, ramp-up, and ongoing retention.
• Establish consistent engagement routines and proactive touchpoints to drive partner loyalty and production.
• Resolve partner issues quickly and decisively, positioning the company as the preferred, easiest-to-work-with lending partner.
• Maintain a pulse on each account’s health, flagging at-risk relationships early and intervening with targeted support.

Process Improvement & Program Optimization

• Continuously audit and improve the workflows, tools, and communication cadences that govern the partner channel.
• Identify friction points in the referral submission and funding pipeline and work cross-functionally to eliminate them.
• Design and refine scalable partner enablement programs: training materials, product guides, co-marketing resources, and incentive structures.
• Leverage CRM data (Salesforce) to surface insights on partner behavior and program performance, translating findings into operational improvements.

Referral Program Oversight

• Oversee the day-to-day operations of our referral and affiliate programs, ensuring partners understand the mechanics, expectations, and incentives.
• Monitor referral pipeline health — lead quality, submission consistency, conversion rates — and work with partners to close gaps.
• Collaborate with marketing and product teams to evolve program structure as market dynamics shift.
• Ensure program compliance with company policies and industry standards.

Performance Reporting

• Track and report on key partner KPIs: referral volume, activation rates, funding conversion, and portfolio growth.
• Deliver regular performance updates to the Director of Strategic Partnerships with data-driven recommendations.
• Maintain accurate, up-to-date records of all partner activity in Salesforce.

What We’re Looking For:

• 3–6 years of experience in account management, partner/channel management, or business development.
• Strong understanding of referral program mechanics — how they’re structured, what drives partner engagement, and how to optimize them.
• Demonstrated ability to manage a large portfolio of accounts simultaneously with a high degree of organization and follow-through.
• Excellent communication and relationship-building skills; comfortable engaging with partners of all sizes and sophistication levels.
• Analytical mindset: comfortable pulling and interpreting CRM and performance data to drive decisions.
• Self-starter who thrives in an individual contributor role with autonomy.
• Background in financial services, fintech, alternative lending, or banking preferred.
• Hands-on experience with referral or affiliate programs in small business lending specifically — this is a significant differentiator.
• Familiarity with affiliate/partner management platforms (e.g., Impact.com or similar).
• Working knowledge of small business lending products: term loans, lines of credit, revenue-based financing, etc.
• Experience with Salesforce or comparable CRM.

Kapitus Total Rewards Package Includes: 

• Competitive Base Salary Range of $89,700-$143,900. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.
• Quarterly Incentive Compensation Eligibility – based on meeting KPI's and metrics

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Planning Associate that will be responsible for supporting our lead advisors in our Charlotte, NC office.

Responsibilities:

• Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets
• Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed
• Assisting with preparation for client meetings
• Preparing client Investment Policy Statements and asset allocation reports
• Communicating with clients, as well as their accountants and attorneys, verbally and in writing
• Attending client meetings and assisting with documentation and follow up actions
• Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings
• Prepare for and pass the FINRA Series 65 within the mandated company timeline

Duties and responsibilities over time:

• Conducting in-depth client interviews to gather personal financial data and to formulate planning goals
• Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding
• Assisting clients with the implementation of their financial plans
• Participating in client meetings to support the primary relationship manager
• Reviewing and interpreting investment allocation trading reports
• Collaborating with the client service team to facilitate and monitor client service activities
• Occasional travel may be required

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

• Minimum: Bachelor’s Degree
• 0-3 years of financial planning experience desirable or equivalent financial planning coursework
• Ability to obtain of FINRA Series 65 required during first twelve months
• Team player, able to work well with all levels of the firm, and pitch in wherever needed

Skills and Competencies:

• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in the Microsoft Office Suite
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits:

• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
• Paid vacation
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary range: $60,000-85,000 annually, non-exempt
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

The Role:

SoFi is searching for a North America Payroll Manager to lead and scale our payroll operations across the United States and Canada. This is a strategic Individual Contributor (IC4) role that blends deep technical expertise with operational leadership. You will be responsible for ensuring the accurate, timely, and compliant delivery of payroll for our growing workforce while serving as a subject matter expert in advanced payroll technologies and data analytics.

This role is critical to ensure a seamless employee experience, maintaining regulatory compliance, and enabling scalable growth through automation and operational excellence. 

As an IC4-level professional at SoFi, you are expected to operate with autonomy,  applying deep domain expertise to solve complex problems, influence functional strategy, and drive outcomes for cross-functional impact.  

What You'll Do:

Payroll Operations & Compliance

• Oversee End-to-End Processing: Manage day-to-day payroll activities for the US and Canada, ensuring accurate payments, tax withholdings, and reporting.
• Regulatory Subject Matter Expert: Ensure strict compliance with federal, state, local, and provincial wage and hour laws (FLSA, etc.), and manage quarterly/annual tax filings including W-2 and T-4 preparation.
• Audit & SOX Control: Support internal and external audits by maintaining rigorous SOX controls, audit trail documentation, and payroll risk assessments.
• Proactively identifying compliance risks and implementing controls and process improvement to mitigate exposure. 
• Ensure data integrity across payroll, HRIS, and downstream financial systems. 

Technical Leadership & Innovation

• System Optimization: Serve as a functional owner for Workday Payroll, Time Tracking, and Absence. Collaborate on system upgrades, integrations, and bi-annual feature releases.
• Global Integration: Manage relationships with external providers like CloudPay for international payroll and Fidelity for 401(k) and equity administration.
• Data Transformation: Leverage ETL tools (Alteryx, SQL, Python) to automate manual workstreams, build advanced workforce dashboards, and provide actionable insights into labor costs and overtime trends.
• Continuously evaluate and implement technology solutions to modernize payroll operations and reduce manual intervention. 

Strategy & Relationship Management

• Influence Strategy: Help create and drive functional strategy within the payroll team based on business needs.
• Cross-Functional Partnership: Build trust and common ground with stakeholders in HR, Finance, IT, and Legal to ensure seamless data flows and resolve complex discrepancies.
• Team Mentorship: While an Individual Contributor role at the IC4 level, you will provide guidance, training, and "informal leadership" to payroll processors and specialists to upskill the function.

What You'll Need:

Experience & Education

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience: 7+ years of progressive experience in multi-state and Canadian payroll functions.
• Certifications: Certified Payroll Professional (CPP) or equivalent is strongly preferred.

Technical Skills

• Core Systems: Deep proficiency in Workday Payroll administration and configuration (Business Processes, Report Writer).
• Advanced Analytics: Hands-on experience using Alteryx, SQL, or Python for data manipulation and process automation.
• Third-Party Tools: Experience with CloudPay and Fidelity NetBenefits preferred.
• Strong understanding of payroll accounting, general ledger impacts, and reconciliation processes. 

Competencies

• Complexity: Ability to solve unique problems of significant, complex scope and generate innovative approaches to resolution.
• Independent Judgement: Ability to operate autonomously in setting priorities and executing solutions with minimal guidance on overall department strategy.
• Communication: Skilled at distilling complex concepts and facilitating dialogue among senior leadership and cross-functional partners.
• High attention to details and commitment to accuracy in a highly regulated environment. 
• Demonstrated ability to influence and drive alignment across cross-functional stakeholders. 

WCNC Charlotte is looking for a strong linear news producer who understands that great broadcast television is still the backbone of local journalism and who is excited about how digital streaming expands that impact. We are a newsroom built on urgency, journalistic standards, and live coverage that serves our community in real time. Our broadcast newscasts set the tone. Our streaming platforms extend the conversation. The producer in this role will lead daily linear newscasts while contributing to a newsroom culture that thinks beyond a single show. This is a newsroom that moves fast. When breaking news hits, we stay on. When weather turns dangerous, we go live. We expect producers who can make confident editorial decisions, build strong rundowns under pressure, and execute clean, compelling broadcasts that hold viewers. If you believe great writing matters, pacing matters, facts matter and you're someone who wants to WIN - You'll fit right in.

Responsibilities:

• Lead the newscast and/or streaming show from ideation through execution — editorially and visually.
• Pitch urgent, community-centered stories and build rundowns that reflect WCNC’s standards for accuracy, fairness, and impact.
• Execute continuous live coverage during breaking news, severe weather, and major community events.
• Produce across platforms, writing for broadcast, streaming, digital, and social with platform-specific intent.
• Use data and audience insights to refine content and improve engagement.
• Collaborate closely with newsroom leadership, anchors, digital teams, and production staff to maintain editorial consistency and technical excellence.
• Innovate in storytelling and show design, bringing new energy to both streaming and linear formats.
• Uphold inclusive storytelling by elevating diverse voices and perspectives in the Charlotte community.
  
  

Requirements:

What We’re Looking For

• 1–3 years of producing experience (or equivalent newsroom experience with strong show ownership).
• Strong editorial judgment and the ability to make confident decisions in high-pressure, live environments.
• Proven ability to manage multiple elements of a show under tight deadlines.
• Clear communicator who can lead a team through breaking news calmly and decisively.
• Comfortable with evolving production systems and new technology; experience with vMix, Edius, ENPS, or similar platforms is a plus.
• Have a winning mentality, a growth mindset and a team-first attitude would be a perfect fit.

TEGNA, the parent company of 64 television stations in 51 U.S. markets, is looking for an innovative, experienced television anchor to develop newscasts for the company’s OTT/CTV streaming platforms. Streaming is a strategic priority for the company as we evolve to meet the needs of audiences seeking timely information on breaking and developing news and severe weather on the platform they need it most. 

This role requires the skills of a traditional linear broadcast anchor with an affinity or interest in breaking and developing news. It will be delivered exclusively to customers with connected televisions and apps. We value a collaborative and motivated journalist who works well within a team to bring the truth to our growing audience across various platforms, starting with our streaming and broadcast services. 
 
Experience on an anchor desk, responding live-time to multiple live images and feeds, a keen interest in newsgathering and responsiveness and a proven track record of anchoring high-quality content will make your application stand out. We need all employees to embody TEGNA’s values of demanding the truth, working smart, doing the right thing all while pushing to win. 

This role is to anchor for a TEGNA corporate streaming channel that will be based out of Charlotte, North Carolina. 

Responsibilities: 
• Anchor multiple livestreams daily. 
• Generate unique and compelling stories and show ideas around topics impacting our country. 
• Take a leadership role in content and production. 
• Collaborate with producers, reporters, photojournalists, managers, and other TEGNA team members. 
•    Edit together video specials/re-racked content that will work for VOD purposes. 
•    Regularly explore new ideas following careful discussions with supervisors. 
•    Challenge the traditional way of doing things. 
•    Passion for breaking news and go-getter attitude. 
•    Regularly explore new ideas following careful discussions with supervisors. 
 
Requirements: 
• At least 5 years of reporting and anchoring experience. 
• Strong on-camera delivery with the ability to ad-lib. 
• Strong leadership qualities with prior experience motivating, engaging and recognizing team members on multiple projects. 
• The ability to coach and collaborate with teammates on content projects. 
• Sound news judgment and a proven track record of recognizing enterprise content. 
• Experience using ENPS and desktop video editing software such as Edius, strongly preferred. 
•  Desire to live and work in-person in Charlotte, North Carolina. 
 

TEGNA, the parent company of 64 television stations in 51 U.S. markets, is looking for an innovative, experienced television producer to develop newscasts for the company’s OTT streaming platforms. Streaming is a strategic priority for the company as we evolve to meet the needs of audiences seeking timely information on breaking and developing news and severe weather on the platform they need it most. 
 
This role requires the skills of a traditional linear broadcast producer with an affinity or interest in show production. It will be delivered exclusively to customers with connected televisions and apps. We value a collaborative and motivated journalist who works well within a team to bring the truth to our growing audience across various platforms, starting with our streaming and broadcast services. 
 
Experience in the control room, integrating multiple live images and feeds, a keen interest in newsgathering and responsiveness and a proven track record of producing high-quality content will make your application stand out. We need all employees to embody TEGNA’s values of demanding the truth, working smart, doing the right thing all while pushing to win. 

This role is to produce for a TEGNA corporate streaming channel that will be based out of Charlotte, North Carolina. 

 
Responsibilities: 
•    Use your natural curiosity to pitch compelling stories and expert interviews. 
•    Inspire and motivate colleagues while leading by example. 
•    Push our streams to be filled with context and stand out from the competition. 
•    Show off your creativity and storytelling skills. 
•    Create stories of various lengths across multiple platforms for targeted audiences. 
•    Meet daily deadlines. 
•    Combine live feeds, graphics, compelling video, and emotional sound to create an engaging experience. 
•    Coordinate with reporters and/or anchors across the country covering various news events 
•    Booth continuous coverage on our live streams for breaking news and community events. 
•    Regularly explore new ideas following careful discussions with supervisors. 
•    Edit together video specials/re-racked content that will work for VOD purposes. 
•    Use data analytics to help shape the content of your show. 
•    Challenge the traditional way of doing things. 
•    Passion for breaking news and go-getter attitude. 
 
Requirements: 
•    Bachelor’s degree preferred in journalism, communications or related field. 
•    Minimum 2 years of news producing experience. 
•    Top-notch communication skills. 
•    Solid journalistic judgment and a news philosophy that emphasizes accurate, fair and unique content. 
•    Understanding of the tenets of professional journalism. 
•    Skills in producing engaging, content-driven newscasts and digital content. 
•    Organizational skills and the ability to work under deadlines. 
•    Ability to calmly handle live, breaking news situations and changing events. 
•    Experience using VMix (or similar system), ENPS and desktop video editing software such as Edius, strongly preferred. 
•    Desire to live and work in-person in Charlotte, North Carolina. 

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interacts professionally and timely with internal and external clients via email, phone and in-person
• Financial Strategy
• Leads complex technical work and strategic financial consulting regarding employee benefit plans
• Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
• Drives local process improvements and supports innovation
• Marketing/RFPs
• Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
• Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
• Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Renewals
• Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
• Leads recommendations to client regarding renewal analysis
• Utilizes actuarial models to assess changes to risk and plan structure
• Partnership & Negotiation
• Negotiates with carriers based on client’s targeted goals
• Maintains ongoing relationships with carrier and vendor partners
• Underwriting & Analysis
• Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
• Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
• Develops and communicates self-funded IBNP analysis to client
• Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Reporting
• With minimal guidance, analyzes data for inconsistencies and trends
• Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
• Builds and customizes reports to fit client needs
• Presentation
• Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
• Training & Mentorship
• Provides mentorship to analysts and performs technical review of work
• Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
• Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6+ years of similar or related experience
• Prefer college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites
• Attains Life and Health license & maintains through continuing education requirements
• Limited travel required (less than 25%)
• Understands concepts of underwriting and actuarial computations
• Analyzes and interprets data
• Effectively manages multiple projects while meeting timelines
• Ability to be firm and persuasive when needed, while maintaining good relationships
• Handles confidential information with tact and discretion

#LI-JS1

Manager – Tax Department

About KSDT

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity.

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.

In September 2025, KSDT  made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, KSDT  is well positioned for strong innovation and growth in the years to come.

About Ascend

• At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.
• Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
• For more information, visit www.ascendtogether.com.

Locations:

Locations: Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Charlotte, NC OR Remote OR Hybrid

The Role

KSDT is seeking a Tax Manager to lead client engagements, prepare and review complex tax returns, and provide strategic tax planning and compliance services to a diverse client base. This role involves identifying tax saving opportunities, managing multiple engagements, and ensuring high quality deliverables while maintaining strong client relationships. The ideal candidate is a collaborative leader who enjoys mentoring team members and helping clients navigate complex tax matters with confidence.

Responsibilities 

• Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
• Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
• Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
• Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies.
• Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities.
• Resolve minor issues directly with the IRS and other tax authorities.
• Assist with resolving more complex issues with IRS and other tax authorities.
• Participate in client meetings. May lead client meetings with smaller clients.
• Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
• Attend professional development and continuing education sessions on a regular basis.
• Other related duties as assigned.

 Desired Qualifications

• Bachelor's or Master's degree with a major in accounting.
• Master's in Taxation or LLM in Taxation a plus.
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
• Experience in tax provisions a plus.
• Ability to problem-solve and think both creatively and logically.
• Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
• Excellent analytical, organizational, written and verbal communication skills.
• Ability to attract and develop profitable, sustainable client relationships.

Benefits and Perks:

• Health, Dental, Vision, Short and Long-Term Disability
• Flexible Time Off
• FSA & HSA
• Employee Assistant Programs
• 401(k) Matching
• Commuter Benefits
• Parental Leave
• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

Related Job Titles

Tax Senior Manager

Senior Tax Manager

AWS Partnership Lead – Senior Sales & Alliances Executive
Location: New York / Chicago / Charlotte (Hybrid) | Practice Area: Technology & Engineering | Type: Permanent

Own and grow Capco’s global AWS alliance to accelerate Financial Services transformation.

The Role
Capco is seeking a senior AWS Partnership Lead to define and scale our global relationship with Amazon Web Services (AWS). This is a high-impact leadership role combining strategic alliance ownership with hands-on sales origination.

You will act as Capco’s senior sponsor for AWS globally, shaping joint go-to-market strategy, influencing pipeline growth, and positioning Capco as a preferred AWS partner across Financial Services. Working across regions and service lines, you will translate cloud capabilities into tangible client outcomes and revenue growth.

What You’ll Do

• Define and lead Capco’s global AWS partnership strategy aligned to Financial Services growth priorities

• Build and maintain senior executive relationships across AWS Partner Sales, Industry GTM and field leadership

• Drive joint sales origination and co-sell motions to grow AWS-sourced and AWS-influenced pipeline

• Develop repeatable, industry-specific AWS sales plays across Banking, Capital Markets, Payments, Wealth & Asset Management and Insurance

• Shape complex, cloud-led enterprise pursuits in collaboration with Capco service lines and regional leadership

What We’re Looking For

• Proven experience in strategic alliances, partnerships or enterprise technology sales within consulting or professional services

• Track record of driving measurable revenue growth through AWS or cloud ecosystem partnerships

• Strong Financial Services domain knowledge across Banking, Capital Markets or Insurance

• Experience operating in global, matrixed organisations across regions and solution teams

• Executive presence with the ability to influence senior stakeholders internally and externally

Bonus Points For

• Experience with AWS Partner Network programs, co-sell frameworks and joint solution development

• Knowledge of cloud migration, modernisation, data platforms and cloud financial management (FinOps)

• Familiarity with AWS services across Infrastructure, Data & Analytics, AI/ML and Security

• Experience building industry-aligned propositions and repeatable market-facing solutions

• Established relationships within the AWS Financial Services ecosystem

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions

• Work in a collaborative, flat, and entrepreneurial consulting culture

• Access continuous learning, training, and industry certifications

• Be part of a team shaping the future of digital financial services

• Help shape the future of digital transformation across FS & Energy.

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• Core Benefits: Discretionary bonus, 401(k) with company match, comprehensive medical, dental and vision coverage, life insurance and disability insurance

• Wellbeing Support: Employee Assistance Program (EAP), mental health resources and wellbeing initiatives

• Time Off: Generous paid time off, paid holidays and flexible working arrangements

• Continuous Learning: Minimum 40 hours of training annually, certifications, e-learning and a dedicated business coach from day one

• Additional Perks: Pre-tax commuter benefits, wellness programs and employee discount platforms

Inclusion at Capco

We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.

#LI-MB1

#LI-HYBRID

ROLE SUMMARY:

The Risk Control Client Experience & Technology Manager is responsible for identifying and implementing operational best practices within the Risk Control Division to ensure a positive “Client Experience”. This will include identifying, developing, deploying and maintaining a variety of software tools accessed by clients and Risk Control teammates. The members of the Risk Control team will also be considered clients, and this position will enhance the performance of the Risk Control Team by automating or offloading administrative tasks from the team in support of the team’s long-term strategic plan.  This person will support Risk Control Team Leaders and Risk Control Industry Leaders to have resources, best practices, and enhance collaboration across all offices to support new business and client retention. Once established, to ensure a current knowledge of the operational demands on Risk Control, this position may also be responsible for approximately a 25% client service workload direct to IMA clients.

Essential job responsibilities include but are not limited to:

• Supports Risk Control Team by responding to client questions on software tools.
• Demonstrates IMA’s core values and values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Support Risk Control Team Leaders and Risk Control Industry Leaders to increase efficiency and margin through centralized access to tools, resources, marketing tools, and success stories.
• Interacts professionally with Risk Control Teammates, Market Leaders, Producers and AEs to aid in client retention and garnering new business.
• Act as a trusted advisor and resource to teams related to gathering, interpreting, and reporting out on data initiatives such as Loss Source Analysis and Safety Perception Surveys.
• Identify, develop, deploy and maintain technology solutions for Risk Control projects and initiatives as prioritized by Risk Control and Shared Services Leadership. (e.g. workload tracking)
• Search out and maintain a vendor list of vetted vendors for internal use and referral to clients.
• Update clients using 3rd party software tools and negotiate renewals based on accurate usage.
• Act as Liaison to outsourced operational partners, (e.g., ResourcePro and Loss Analysis Tools) and provide recommendations related to process improvements.
• Manage operational aspects of 3rd party vendor relationships, including agreements, billing, expense reconciliation, legal review, and vendor setup/termination.
• With minimal guidance, provide leadership to the Project Coordinator and ensure that project visibility is shared with internal customers at least monthly.
• Deliver Risk Control service to assigned external clients to ensure client retention.

Required Experience and Skills: include but are not limited to:

• Five to ten years of similar or related experience.
• Strong project management skills.
• Expert experience with MS Office products required in Excel, PowerBI and other Microsoft Apps and products.
• Knowledge of agency management systems software, preferably Epic.
• Moderate amount of travel required (less than 25%).
• Bachelor’s Degree preferred or equivalent experience.

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The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.

Essential Responsibilities:

Growth, Production & Market Impact

• Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
• Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
• Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
• Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
• Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.

Healthcare Specialty Strategy & National Alignment

• Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
• Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
• Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
• Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.

Carrier and Market Relationships

• Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
• Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
• Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
• Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.

Talent Development & Team Leadership

• Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
• Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
• Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
• Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.

Collaboration & Internal Integration

• Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
• Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
• Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
• Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
• Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.

Required Experience & Skills

• Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
• Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
• Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
• Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
• Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.

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Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings.  

Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the career of a lifetime. 

• Ranked the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees) 

• An Inc. 5000 fastest growing private company in America every year since 2007! 

The Business Development  Manager is responsible for generating sales, increasing revenue and profitability.  This position establishes and develops client relationships as well as works with one or more recruiters to fulfill open job orders. The position will collaborate with business stakeholders, business leaders and subject matter experts to plan and deliver projects effectively and timely. 

Essential Job Functions: 

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. 

Duties and Responsibilities: 

• Establish and maintain target list developing client relationships.    

• Conduct prospecting activities including phone calls, “ad calls,” skills marketing, email, social media, in-person meetings, and other methods.    

• Generate new job orders weekly in line with performance objectives. 

• Manage new and open job orders from intake to fulfillment.    

• Utilize Bullhorn to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities.    

• Collaborate with teammates to cross-sell and/or fulfill open positions across other lines of business and/or national practices as appropriate.    

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. 
 

Desired Competencies:  

• Customer/Candidate Focus - Builds strong customer relationships and delivers customer-centric solutions. 

• Results Oriented - Consistently achieves results, even under tough circumstances. 

• Communicates Effectively - Develops and delivers written and verbal communication that conveys clear understanding of different audiences and their levels of comprehension. Active listener to ensure clear understanding. 

• Planning Forethought and Alignment - Plans and prioritizes work to meet commitments aligned with organizational goals. 

• Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. 

• Decision Quality -  Makes good and timely decisions that keep the organization moving forward. 

• Collaborative - Partners and connects with others to achieve shared goals or objectives, seeking input and inspiring others to value the same, building trust with each collaborative interaction. 

Education and Experience:  

• Bachelor’s degree required.   

• Minimum 0 to 18 months of experience in audit, tax, and/or public accounting or directly relevant experience highly preferred.  

• CPA, CFA, MBA or other professional designation a plus.   

• Previous experience in recruiting or business development a plus.