Investment Advisor Representative

Acctg Mgr/Controller Full-Time In-House (Everett) Competitive wage range of $44 to $48 per hour DOE. Please reply with your resume and a cover letter that includes your relevant experience and desired schedule. Seeking a strong, high-end in-house accounting manager/controller (Dept. Head) for 35-40 hours per week at an Everett based busy commercial property management and family trust real estate administration firm. Duties to include over-see commercial property accounting, cash flow, audits, budgets, analyses and financial information. You’ll ensure accuracy and efficiency in well-established procedures, real estate transactions and frequent one-off projects to protect the overall financial integrity of the company and trust. You’ll provide an example while leading and managing the success of a four-person seasoned accounting department, giving direction and outlining duties to staff for their part of accounting projects to complete. This position will be a great fit for someone who is hands-on, can effectively manage staff and maintain current high employee morale. The right fit will be highly appreciated and valued by management staff. We offer a very supportive, friendly and cooperative family-oriented work environment with the tools you need to accomplish your department goals. Flexible schedule available Monday – Friday. Great benefits include: • $1,200 Signing Bonus paid out after 90 days of employment • For 40+ hours / week employees: - Health benefits within 90 days: medical, dental, vision, basic life & voluntary supplemental life optional - Immediate accrual of paid time off - Six paid holidays • For 30+ hours / week employees: - Health benefits within 90 days: medical & voluntary supplemental life optional Qualifications: • 7+ years of applicable accounting experience • 5+ years of accounting personnel management • Proficient in QuickBooks • Proficient in Excel (Must be able to build, decipher, and present spreadsheets) • Multi-company accounting experience required • Detailed-oriented, efficient and organized • Ability to handle multiple projects simultaneously • Manage projects and follow through to completion • Commercial property / real estate transaction experience beneficial Only qualified applicants who respond as requested will be contacted. Principals only. Recruiters, please don't contact this job poster. Do NOT contact us with unsolicited services or offers.

Our partner seeks a Program Officer, Lending, to support a community development lending program in Upstate SC. This role involves deploying capital, guiding development capacity, and facilitating lending business development and loan originations that align with strategic priorities and a comprehensive approach to neighborhood revitalization. The position requires a hybrid work arrangement and close collaboration with the team to deliver impactful lending, technical assistance, and project management. Responsibilities Develop strategies to grow lending and real estate-based transactions, design new lending programs, and create related materials. Build and manage a pipeline of projects in asset classes such as affordable housing, community facilities, educational facilities, commercial developments, and economic infrastructure. Manage the full cycle of lending and development activities, including assessing project feasibility, developing financing strategies, and helping partners access additional capital. Develop and maintain relationships with strategic partners, including financial institutions and government subsidy programs. Align local real estate development activities and financing pipeline with broader organizational goals. Provide capacity-building support to partners to enable successful implementation of complex real estate developments. Serve as primary underwriter by structuring transactions, conducting due diligence, performing financial analyses, drafting credit memoranda, and presenting loan recommendations. Coordinate between national lending and local program staff through pipeline meetings and other channels. Compile and share best practices in business development and sourcing. Represent the organization at conferences, trainings, and events. Prepare reports and findings for investors, funders, and stakeholders. Lead new initiatives as needed. Perform other duties as assigned. Requirements Bachelor’s degree or relevant related work experience. Minimum of three (3) years of relevant experience in lending, finance, community development, or related field with proven results. Knowledge of the real estate markets in Upstate SC and familiarity with housing, commercial, and mixed-use financing programs. Understanding of financing products such as predevelopment, acquisition, construction, bridge, and permanent loans; lines of credit; and tax credit equity. Experience working with community-based, resident-driven neighborhood revitalization models preferred. Ability to evaluate financial statements and identify financing opportunities. Strong problem-solving skills and ability to prioritize multiple tasks. Ability to work collaboratively and adapt to diverse organizational needs. Commitment to teamwork, learning, and supporting colleagues. Strong judgment, integrity, professionalism, and interpersonal skills. Excellent written and verbal communication skills. Proficiency in Microsoft Office, particularly Excel. Ability to travel locally and attend industry-related events. Benefits Salary range: $65,300–$81,600, commensurate with experience. Medical, dental, and vision coverage. Disability insurance (long-term and short-term). Retirement savings plans (401(k) and 403(b)). Generous holidays. Vacation, PTO, and sick days. Tuition assistance program. Referral program. Professional development opportunities.

Acctg Mgr/Controller Full-Time In-House (Everett) Competitive wage range of $44 to $48 per hour DOE. Please reply with your resume and a cover letter that includes your relevant experience and desired schedule. Seeking a strong, high-end in-house accounting manager/controller (Dept. Head) for 35-40 hours per week at an Everett based busy commercial property management and family trust real estate administration firm. Duties to include over-see commercial property accounting, cash flow, audits, budgets, analyses and financial information. You’ll ensure accuracy and efficiency in well-established procedures, real estate transactions and frequent one-off projects to protect the overall financial integrity of the company and trust. You’ll provide an example while leading and managing the success of a four-person seasoned accounting department, giving direction and outlining duties to staff for their part of accounting projects to complete. This position will be a great fit for someone who is hands-on, can effectively manage staff and maintain current high employee morale. The right fit will be highly appreciated and valued by management staff. We offer a very supportive, friendly and cooperative family-oriented work environment with the tools you need to accomplish your department goals. Flexible schedule available Monday – Friday. Great benefits include: • $1,200 Signing Bonus paid out after 90 days of employment • For 40+ hours / week employees: - Health benefits within 90 days: medical, dental, vision, basic life & voluntary supplemental life optional - Immediate accrual of paid time off - Six paid holidays • For 30+ hours / week employees: - Health benefits within 90 days: medical & voluntary supplemental life optional Qualifications: • 7+ years of applicable accounting experience • 5+ years of accounting personnel management • Proficient in QuickBooks • Proficient in Excel (Must be able to build, decipher, and present spreadsheets) • Multi-company accounting experience required • Detailed-oriented, efficient and organized • Ability to handle multiple projects simultaneously • Manage projects and follow through to completion • Commercial property / real estate transaction experience beneficial Only qualified applicants who respond as requested will be contacted. Principals only. Recruiters, please don't contact this job poster. Do NOT contact us with unsolicited services or offers.

David creates tools to increase muscle and decrease fat. Our first product is a protein bar. More broadly, David is a platform to develop high-protein, low-calorie, blood-sugar-friendly foods that are craveable. This is a compelling opportunity to join an exciting new food brand as we enter a critical growth stage. David is led by CEO Peter Rahal, the Cofounder and Former CEO of RXBAR. We have strong aspirations to become the most popular high-protein bar in North America and beyond. Role and Responsibilities: The Accounting Manager will sit in the Finance function and will play a key leadership role in ensuring accurate financial reporting, implementing and maintaining internal controls, and supporting strategic business decisions with strong financial insight. This is a hands-on role that combines technical accounting acumen with cross-functional collaboration and process improvement. You will work closely with the Controller to help advance the Finance team’s mission of enabling sound-decision making and strong business outcomes across the company. Financial Reporting and Month-End Close Own and manage the full monthly accounting close process, including journal entries, reconciliations, and variance analysis. Ensure all accounting practices are performed in accordance with GAAP and internal policies. Prepare consolidated financial statements and management reporting packages. Partner with internal stakeholders to review and communicate financial performance. Inventory, COGS, and Supply Chain Accounting Collaborate closely with the Supply Chain team to manage inventory accounting and ensure accurate COGS reporting. Lead financial processes related to logistics, fulfillment, and manufacturing cost analyses. Maintain appropriate inventory valuation practices and integrity in ERP and accounting systems. Internal Controls and Systems Develop, implement, and maintain accounting policies, procedures, and controls, including compliance with SOX and GAAP requirements. Identify and implement opportunities to optimize accounting systems, workflows, and tools to support scale. Own relationships with auditors, tax advisors, and other external financial partners. Cross-Functional Partnership and Strategic Support Translate financial data into actionable insights to support leaders across Supply Chain, Growth, and Retail teams. Proactively surface risks, trends, and opportunities based on financial results. Assist in strategic initiatives and special projects as the company scales rapidly. Requirements Strong technical foundation in US GAAP and month-end close processes High fluency with accounting systems and ERP platforms (e.g., NetSuite) Strong understanding of inventory and COGS accounting; experience in a CPG or inventory-heavy environment preferred. Bachelor's degree in Accounting required; CPA strongly preferred 3–5 years of experience in accounting or finance roles, with experience in a high-growth or CPG environment strongly preferred Big 4 public accounting experience a plus Meticulous attention to detail and a strong sense of ownership A self-starting attitude with a love for executing on ideas and moving quickly Confident and clear communicator with the ability to present financial information to stakeholders A desire to help build an early-stage CPG company with a mission to help people increase muscle and decrease fat Benefits This is a full-time role. Salary: $120,000 - $150,000 per year, inclusive of cash bonus based on attainment of company targets Company equity opportunity 100% covered Health, Vision, Dental Insurance 401(k) Additional perks, such as covered gym expenses Substantial and required PTO We work in the office 5 days per week in New York City – when culture lines up, it is fun to be in the office together.

Acctg Mgr/Controller Full-Time In-House (Everett) Competitive wage range of $44 to $48 per hour DOE. Please reply with your resume and a cover letter that includes your relevant experience and desired schedule. Seeking a strong, high-end in-house accounting manager/controller (Dept. Head) for 35-40 hours per week at an Everett based busy commercial property management and family trust real estate administration firm. Duties to include over-see commercial property accounting, cash flow, audits, budgets, analyses and financial information. You’ll ensure accuracy and efficiency in well-established procedures, real estate transactions and frequent one-off projects to protect the overall financial integrity of the company and trust. You’ll provide an example while leading and managing the success of a four-person seasoned accounting department, giving direction and outlining duties to staff for their part of accounting projects to complete. This position will be a great fit for someone who is hands-on, can effectively manage staff and maintain current high employee morale. The right fit will be highly appreciated and valued by management staff. We offer a very supportive, friendly and cooperative family-oriented work environment with the tools you need to accomplish your department goals. Flexible schedule available Monday – Friday. Great benefits include: • $1,200 Signing Bonus paid out after 90 days of employment • For 40+ hours / week employees: - Health benefits within 90 days: medical, dental, vision, basic life & voluntary supplemental life optional - Immediate accrual of paid time off - Six paid holidays • For 30+ hours / week employees: - Health benefits within 90 days: medical & voluntary supplemental life optional Qualifications: • 7+ years of applicable accounting experience • 5+ years of accounting personnel management • Proficient in QuickBooks • Proficient in Excel (Must be able to build, decipher, and present spreadsheets) • Multi-company accounting experience required • Detailed-oriented, efficient and organized • Ability to handle multiple projects simultaneously • Manage projects and follow through to completion • Commercial property / real estate transaction experience beneficial Only qualified applicants who respond as requested will be contacted. Principals only. Recruiters, please don't contact this job poster. Do NOT contact us with unsolicited services or offers.

About Us: At Zealthy, our mission is to make high-quality healthcare accessible to everyone, no matter their location. We are building the world’s largest and most trusted virtual healthcare platform, transforming how care is delivered to ensure anyone, anywhere, can receive the healthcare they need. Founded by a healthcare entrepreneur with a proven track record, including scaling a previous company to a $5B valuation, Zealthy is positioned for sustainable growth as we rapidly scale to achieve our ambitious vision. Our unwavering commitment to quality and accessibility drives everything we do. We are a team dedicated to serving our patients. While our in-person work culture runs Monday to Friday and typically extends beyond typical work hours, the true reward lies in the impact we create. Every team member is essential in building something groundbreaking. As a full-time team member, you won’t just shape the future of healthcare—you’ll also share in our success through equity ownership, because we believe that every contributor should be a literal and figurative owner of what we’re creating. If you are not prepared to fully commit to your role and contribute to the goal of creating the world’s largest and highest quality telemedicine company by working in-person four days a week, please refrain from applying. Join us and help redefine the future of healthcare. The Role: We are actively looking for a full-time Finance Manager. Please note that this is a full-time, in-person role based in New York, NY. If you are interested in remote or hybrid opportunities, this position may not be suitable for you. What You'll Do: Develop and maintain financial models to forecast company performance, revenue, expenses, and cash flow. Conduct variance analysis to track actual financial performance against budgets and forecasts. Provide insights and recommendations to senior management based on financial analysis to drive strategic initiatives.Monitor budget utilization and provide guidance to ensure adherence to budgetary constraints. Update forecasts regularly based on actual performance and changes in business conditions. Manage cash flow by monitoring cash balances, forecasting cash needs, and optimizing liquidity. Oversee banking relationships and transactions, including payments, wire transfers, and deposits. Streamline financial processes and implement efficient systems to improve accuracy and productivity. Requirements Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. Proven experience (4+ years) in financial management, preferably in the healthcare or technology industry. For those with less than 4 years of experience, this would likely be at the Associate level. Strong understanding of financial principles, practices, and regulations. Proficiency in financial modeling, analysis, and reporting. Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments. Detail-oriented with strong analytical and problem-solving skills. Advanced proficiency in Microsoft Excel and financial software applications. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Benefits Time Off: Paid vacation and sick leave, increasing with tenure. Flexible time off handled case-by-case. Holidays: Paid for major US holidays. Equity & Reviews: Equity ownership with regular performance reviews that can impact salary and/or equity. Health: Medical coverage provided. Other benefits to be revisited with plan renewal.