Financial Professional Advisor

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements ·       Minimum 3-5 years of experience in financial advising ·       Life, Health and Accident  License – State of CT ·       FINRA Series 7 and FINRA 66 License ·       Well organized with the ability to manage time effectively with multiple priorities ·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics ·       Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Are you looking to break into a new career—not just a job? Are you looking for a place where there are always opportunities to grow and hard work is rewarded? If you love a challenge, learning new things and have a keen eye for detail, you have what it takes to be a Loan Closer at Celtic Bank. As a Loan Closer at Celtic Bank, you’ll be exposed to the inner workings of SBA lending and gain the knowledge you need to build or continue your career in commercial banking. However, you’re not just another resource in a cubicle; you’re a valued member of an essential team. At Celtic we offer hands-on training and the freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work. And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves. Want to know more? Apply for or ask about this opening! It’s time to work for a different kind of bank. WHAT MAKES CELTIC DIFFERENT Managers are mentors Questions are encouraged Business causal is everyday Hard work is rewarded You’re always learning WHAT YOU’LL DO AT CELTIC BANK Manage the commercial small loan closing process to ensure that all closing requirements are met and that closing deadlines are achieved for each loan file in respective pipeline. Ensure loan file accuracy including all packaging documents, satisfaction of credit conditions and compliance with SBA lending requirements. Answer to Audited loan packages to ensure compliance with Bank and regulatory guidelines. Review closing documents for accuracy and compare the documents to commitment and loan summaries Identify missing documents or discrepancies in closing packages and ensure timely satisfaction of requirements. Clear conditions of loan commitments, clear loans for closing and document approved exceptions. Discern and resolve issues that may emerge during the loan closing process. Schedule loans for closing and prepare loan closing worksheets for funding. Maintain superior level of customer service with customers, bank employees and department members. Maintain professional and technical knowledge of all regulations related to closing procedures. Requirements WHAT YOU’LL NEED TO DO IT Demonstrated superior customer service skills. Ability to collaborate, influence and motivate. Exceptional interpersonal, verbal and written communication skills. Strong organizational skills and exceptional attention to detail. Strong time management skills and ability to prioritize work load. Strong multi-tasking skills, ability to handle multiple files or projects at one time. Position requires a highly motivated go-getter with a great attitude. Proficiency in Microsoft Office, Internet and related computer skills. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Are you looking to break into a new career—not just a job? Are you looking for a place where there are always opportunities to grow and hard work is rewarded? If you love a challenge, learning new things and have a keen eye for detail, you have what it takes to be a Loan Closer at Celtic Bank. As a Loan Closer at Celtic Bank, you’ll be exposed to the inner workings of SBA lending and gain the knowledge you need to build or continue your career in commercial banking. However, you’re not just another resource in a cubicle; you’re a valued member of an essential team. At Celtic we offer hands-on training and the freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work. And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves. Want to know more? Apply for or ask about this opening! It’s time to work for a different kind of bank. WHAT MAKES CELTIC DIFFERENT Managers are mentors Questions are encouraged Business causal is everyday Hard work is rewarded You’re always learning WHAT YOU’LL DO AT CELTIC BANK Manage the commercial small loan closing process to ensure that all closing requirements are met and that closing deadlines are achieved for each loan file in respective pipeline. Ensure loan file accuracy including all packaging documents, satisfaction of credit conditions and compliance with SBA lending requirements. Answer to Audited loan packages to ensure compliance with Bank and regulatory guidelines. Review closing documents for accuracy and compare the documents to commitment and loan summaries Identify missing documents or discrepancies in closing packages and ensure timely satisfaction of requirements. Clear conditions of loan commitments, clear loans for closing and document approved exceptions. Discern and resolve issues that may emerge during the loan closing process. Schedule loans for closing and prepare loan closing worksheets for funding. Maintain superior level of customer service with customers, bank employees and department members. Maintain professional and technical knowledge of all regulations related to closing procedures. Requirements WHAT YOU’LL NEED TO DO IT Demonstrated superior customer service skills. Ability to collaborate, influence and motivate. Exceptional interpersonal, verbal and written communication skills. Strong organizational skills and exceptional attention to detail. Strong time management skills and ability to prioritize work load. Strong multi-tasking skills, ability to handle multiple files or projects at one time. Position requires a highly motivated go-getter with a great attitude. Proficiency in Microsoft Office, Internet and related computer skills. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Job Title: Financial System Manager Location: Washington, DC Job Type: Full-time Salary: $MarketRequirements Job Description: Lead finance and accounting special projects to align with corporate objectives. Development and management of overall project plan: project milestones; scope analysis and risk management; and resolution. Full cycle systems implementation experience Perform the following on an engagement: understand business requirements, configure the Workday solution, demonstrate the configurations through the development of testing systems, assist the business in testing the Workday solution. Be comfortable and confident with gathering configuration requirements and problem- solving with business stakeholders Assist with broadening internal knowledge of Workday payroll configuration through hands on training to cross-functional teams Provide a proactive interface between Payroll client groups to ensure effective coordination and delivery of Workday implementations. Assist internal team ensure data accuracy and seamless ongoing enhancements of new system features and functionality including US Payroll, Time Tracking and features; be the primary point of contact for data gathering, testing, and communication with key stakeholders and internal Financial Systems teams. Build reports to support payroll, labor, group finance and billing, etc Ability to be problem solve and propose multiple solutions for business requirements within Payroll and Time tracking. Works under minimal supervision. Relies on experience and judgment to plan and accomplish a variety of tasks and goals. Provide and manage ongoing production support and support system enhancements and upgrades that includes subject matter expertise, coordinate schedule, define test strategy and implementation timeline, and project manage to completion. Lead full cycle testing and implementation of system upgrades and patches/hotfixes Work across departments to define opportunities for improvement. Provide technical and functional support for accounting and finance users. Establishes best practices for systems use and ensures that these practices are used throughout the organization Requirements 5+ years of experience with Financial Systems Management/Analysis/Engineering Strong experience with UltiPro Financial Management and UltiPro Payroll Knowledge of GAAP and government contract accounting principles and FAR. Strong Project Management skills required and PMP certification preferred. Proficiency with Microsoft Office suite – Excel, Word, Visio, PowerPoint is required. Proven ability to lead/manage multiple projects/work streams simultaneously. Nice to haves Bachelor's degree and minimum 8 years of finance/ accounting including payroll relevant experience, including data analytics and systems analysis. Additional years of relevant experience will be considered in lieu of Bachelor's degree. Ability to work with government contractors which includes knowledge of applicable federal laws and regulations (SCA, DCAA, etc.). Proficiency with vendor management, financial systems Deltek (Costpoint), IBM Cognos and TM1. Benefits Note: If interested please send your updated resume to joseph.prabakar@two95intl.com and include your salary requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest! ­

Job Title: Financial System Manager Location: Washington, DC Job Type: Full-time Salary: $MarketRequirements Job Description: Lead finance and accounting special projects to align with corporate objectives. Development and management of overall project plan: project milestones; scope analysis and risk management; and resolution. Full cycle systems implementation experience Perform the following on an engagement: understand business requirements, configure the Workday solution, demonstrate the configurations through the development of testing systems, assist the business in testing the Workday solution. Be comfortable and confident with gathering configuration requirements and problem- solving with business stakeholders Assist with broadening internal knowledge of Workday payroll configuration through hands on training to cross-functional teams Provide a proactive interface between Payroll client groups to ensure effective coordination and delivery of Workday implementations. Assist internal team ensure data accuracy and seamless ongoing enhancements of new system features and functionality including US Payroll, Time Tracking and features; be the primary point of contact for data gathering, testing, and communication with key stakeholders and internal Financial Systems teams. Build reports to support payroll, labor, group finance and billing, etc Ability to be problem solve and propose multiple solutions for business requirements within Payroll and Time tracking. Works under minimal supervision. Relies on experience and judgment to plan and accomplish a variety of tasks and goals. Provide and manage ongoing production support and support system enhancements and upgrades that includes subject matter expertise, coordinate schedule, define test strategy and implementation timeline, and project manage to completion. Lead full cycle testing and implementation of system upgrades and patches/hotfixes Work across departments to define opportunities for improvement. Provide technical and functional support for accounting and finance users. Establishes best practices for systems use and ensures that these practices are used throughout the organization Requirements 5+ years of experience with Financial Systems Management/Analysis/Engineering Strong experience with UltiPro Financial Management and UltiPro Payroll Knowledge of GAAP and government contract accounting principles and FAR. Strong Project Management skills required and PMP certification preferred. Proficiency with Microsoft Office suite – Excel, Word, Visio, PowerPoint is required. Proven ability to lead/manage multiple projects/work streams simultaneously. Nice to haves Bachelor's degree and minimum 8 years of finance/ accounting including payroll relevant experience, including data analytics and systems analysis. Additional years of relevant experience will be considered in lieu of Bachelor's degree. Ability to work with government contractors which includes knowledge of applicable federal laws and regulations (SCA, DCAA, etc.). Proficiency with vendor management, financial systems Deltek (Costpoint), IBM Cognos and TM1. Benefits Note: If interested please send your updated resume to joseph.prabakar@two95intl.com and include your salary requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest! ­