Product Owner (Charlotte)

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Product Owner - Strategy & Planning in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today Contract Type: W2 Only, 6-months extensions Project Overview: Join a strategic, front-office-facing transformation program modernizing an enterprise pricing platform and driving adoption across sales and product teams. The program is currently underway, aiming to deliver full platform capabilities and roll out to users by April 2026. This role focuses on strategic product support, change management, and stakeholder engagement. You will play a critical role in activating platform functionality, supporting onboarding, bridging communication between users, product teams, and vendors, and ensuring readiness for deployment. Key Responsibilities: Product & Program Support Act as liaison between sales teams, internal product teams, and vendor partners to clarify requirements, communicate issues, and move workstreams forward. Break large program goals into discrete, actionable tasks. Gather input from front-office teams, understand pain points, and obtain early feedback. Activate key product functionality, identify gaps, recommend solutions, and guide migration strategy from legacy tools. Collaborate with internal stakeholders and vendor teams to deliver scalable, high-quality solutions. Change Management & Sales Enablement Support change management initiatives including communication planning, staggered rollout planning, and training coordination. Update documentation, procedures, and knowledge base materials. Provide guidance and clarity between internal teams and vendor partners. Support strategic readiness planning for product deployment and adoption. Team & Vendor Environment: Agile methodology familiarity preferred; no deep JIRA story writing required. Required Skills / Qualifications: 4–6 years as a Product Manager/Product Owner delivering enterprise tools or platforms. Strong communication and stakeholder management skills. Experience in sales enablement or sales tool implementations (CRM or enterprise tools). Comfortable in Agile environments and navigating ambiguity. Fluency in data analysis (Excel/Sheets; SQL or BI tools a plus) and in building KPI dashboards for adoption and performance. Problem-solving mindset with the ability to present ideas clearly and act with ownership. Experience in large enterprise transformation programs preferred. Nice to Have · Experience with treasury management/deposit pricing, FTP methodologies, and profitability frameworks. · Background integrating pricing tools with billing/approval workflows and data pipelines. · Agile delivery experience (backlog management, sprint cadence, UAT leadership).

Industrial/Dealer Field Sales Account Executive (Des Moines)

Location: Des Moines, IA Schedule: Monday – Friday | Day Shift Compensation: Base Salary Commission About Us SouthernCarlson is a leading distributor of the most recognized brands of construction and packaging tools, fasteners, jobsite supplies, and expert service across North America. Since 1947, we have partnered with professional contractors and manufacturers to deliver high-quality products and solutions that keep jobsites running efficiently. Our success is built not only on the products we offer, but on the relationships we build and the service we provide. We believe how we serve is just as important as what we deliver. Our Core Values At SouthernCarlson, our core values guide everything we do—from how we treat our team members to how we serve our customers and vendor partners. Provide Fanatical Service We treat every customer challenge like our own and go above and beyond to deliver faster, better solutions. ⚡ Act With Urgency In our industry, every second matters. We respond quickly because our customers depend on it. Earn & Maintain Trust We build long-term partnerships based on transparency, reliability, and follow-through. Continuously Improve We never settle. We are committed to growing our knowledge, refining our processes, and elevating the customer experience. At SouthernCarlson, we’re a national company with a local, family feel—focused on building lasting relationships and delivering real results. Job Description We’re hiring an Outside Sales Representative who thrives in the field, enjoys building strong customer relationships, and is motivated to drive growth. If you’re solution-oriented and passionate about helping contractors and manufacturers succeed, this role is for you. What You’ll Do Build and manage a sales pipeline to meet or exceed sales targets Develop new business through cold calling, networking, and community outreach Manage and grow customer accounts while proactively resolving issues Coordinate deliveries and ensure exceptional customer follow-through Present tailored, solution-driven proposals aligned with customer needs Stay informed on product offerings, market trends, and industry developments Spend significant time in the field strengthening customer relationships What We’re Looking For ✔ 1 years of sales or business development experience (construction or industrial supply preferred) ✔ Valid driver’s license with an acceptable driving record ✔ Mechanically inclined with knowledge of tools, fasteners, or jobsite supplies ✔ Established industry network or strong ability to build one ✔ Excellent verbal and written communication skills (Bilingual English/Spanish a plus) ✔ Self-motivated, detail-oriented, and solution-driven ✔ Ability to lift 50 lbs regularly and up to 100 lbs occasionally ✔ Bachelor’s degree in Business, Marketing, or related field (preferred, not required) Why You’ll Love Working With Us Consistent Schedule – Monday–Friday Positive Culture – Collaborative, family-oriented team environment Career Growth – Advancement opportunities within a growing national brand Competitive Compensation & Benefits: Base salary uncapped commission Medical, Dental, Vision 401(k) with Company Match Paid Time Off Our Values – OUR PROMISE MEANS MORE™ Respect – We treat everyone with fairness and kindness Integrity – We do what’s right, always Teamwork – We win together Family Feel – A nationwide company with a local touch Ready to build your future with SouthernCarlson? Apply today! All offers are contingent upon a successful background check. SouthernCarlson is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status

Procurement Specialist/Purchasing Analyst/Buyer/Purchase order specialist (New York)

Role: Contract Processor (Temp) Location: Long Island City Duration: 6 months Pay Rate: 35.53 Explain the function(s) to be performed by the requested staff member: Prepares processes and monitors contract solicitation packages and related addendums. Ensure that all relevant documents are reviewed in a timely, thorough, and professional manner, following established SCA policies, practices and procedures. (a) Appropriate prioritization of documents. (b) Good quality work products generated. Reviews bid documents submitted by the Architecture & Engineering, and Project Management Divisions. Assists Contractors and Consultants, in all aspects, of the bid & award and prequalification process and ensured bidders’ compliance with the SCA bidding requirements. Updates computer files on each project and acts as a liaison between Contractors and the SCA’s staff. Process requests for additional funding prior to award. Prepare process and manage the sealed bid solicitation Request for Contract (RFC) process for various SCA projects related to mentor, capital improvements, requirements, and new constructions. Analyze scope of work and cost estimates. Communicate with Architect & Engineer, Construction Management, Prequalification Unit, Business Development Division and Various Other Departments as needed for revisions and updates, and subsequent readiness for the bidding process. In coordination with Construction Management and A & E, review and respond to contractors’ questions and comments received during the bidding process. Function as the Bid Opening Official for the SCA. Maintain computer information system to provide data for planning and control of all projects and maintain spreadsheets tracking the status of said projects.

Family Office Controller (Las Vegas)

Position Overview A sophisticated single-family office is seeking an experienced Controller to oversee the accounting and financial operations across its family office, investment fund, trust structure, investment entities, and affiliated organizations. Dedicated to preserving and growing multi-generational capital, the family office manages a diverse portfolio of investments while supporting the long-term financial, operational, and governance needs of the family. Beyond financial capital, the organization places equal importance on developing its intellectual, social, and human capital, creating an environment built on stewardship, thoughtful decision-making, and long-term relationships. Operating with the rigor and discipline of an institutional investment organization while maintaining the flexibility and entrepreneurial mindset of a private enterprise, the family office is seeking a Controller who will play a central role in building and maintaining best-in-class financial operations. Reporting directly to the CEO, the Controller will own the accounting function across multiple entities, including the family's investment fund, ensuring the accuracy, integrity, and timeliness of financial reporting while serving as a trusted partner on financial operations, treasury management, fund accounting, process development, and organizational infrastructure. This is a highly visible, hands-on position requiring someone equally comfortable managing day-to-day accounting activities while designing scalable systems, improving internal controls, and supporting strategic decision-making. The ideal candidate brings deep technical accounting expertise, exceptional attention to detail, and significant experience in fund accounting, partnership accounting, and complex multi-entity environments, ideally within a family office, private investment firm, hedge fund, private equity firm, or wealth management organization. Key Responsibilities Financial Reporting & Close Own the monthly, quarterly, and annual financial close process across all legal entities, trusts, partnerships, and affiliated organizations Prepare timely financial statements, management reports, cash flow analyses, and executive reporting packages for the CEO Prepare quarterly financial reporting for family trustees, including entity performance, liquidity, and cash reporting Maintain consolidated financial reporting across all entities while ensuring accurate intercompany eliminations and reconciliations Ensure financial information is accurate, timely, and audit-ready at all times Accounting Operations Lead the day-to-day accounting function, including general ledger, accounts payable, account reconciliations, and financial reporting Oversee the complete bill pay process, ensuring timely payment of invoices while maintaining appropriate approval workflows and internal controls Manage banking relationships, treasury activities, cash positioning, wire transfers, trust notes, and daily liquidity monitoring Maintain an accurate chart of accounts and ensure consistent accounting treatment across all entities Coordinate payroll processing with HR and third-party providers while ensuring compliance with applicable regulations Reconcile all balance sheet accounts and maintain a clean, well-documented general ledger Multi-Entity & Family Office Accounting Manage accounting across a complex legal structure consisting of LLCs, partnerships, trusts, investment entities, and affiliated operating businesses Maintain entity-level financial records in accordance with operating agreements, trust documents, and governing legal structures Track and reconcile capital contributions, distributions, partner capital accounts, and intercompany transactions Maintain accounting records and reconciliations for complex intercompany and related-party activity across the family office structure, including entity funding, allocations, accruals, settlements, and supporting documentation Support accounting needs across affiliated entities and family investments as required Assist with accounting for investment portfolios, including public securities, alternative investments, direct investments, and special purpose entities where applicable Tax & Compliance Serve as the primary liaison with external tax advisors, auditors, and other professional service providers Manage tax calendars to ensure timely filing of all federal, state, and local obligations Support annual K-1 preparation through maintenance of investment-level detail, capital accounts, cost basis, and partnership activity Support estate planning and trust administration matters by coordinating financial records, entity reporting, tax workpapers, and supporting documentation for outside tax advisors, estate counsel, and fiduciaries Ensure compliance with applicable accounting standards, regulatory requirements, and governing agreements Support audits, reviews, examinations, and other compliance initiatives as needed Treasury & Cash Management Monitor daily liquidity across all entities and maintain accurate short- and long-term cash forecasts Coordinate funding needs between trusts, investment entities, and operating companies Assist leadership with capital planning, liquidity management, and treasury strategy Maintain relationships with banking institutions and other financial service providers Prepare and monitor debt compliance as applicable Systems, Controls & Process Improvement Evaluate, implement, and optimize accounting systems and financial technologies appropriate for a sophisticated family office environment Design, document, and continuously improve accounting policies, procedures, and internal controls Lead process improvement initiatives that enhance efficiency, reporting accuracy, and scalability Develop standardized workflows across the accounting function to support long-term organizational growth Evaluate and manage relationships with accounting software providers, payroll vendors, financial institutions, and outsourced service providers Identify opportunities to leverage technology and automation to improve financial operations Strategic Partnership Partner closely with the CEO on financial operations, reporting priorities, and organizational initiatives Provide financial insight and analytical support for strategic business decisions Assist with special projects involving investments, acquisitions, entity formation, financing activities, and organizational initiatives Build trusted relationships with family members, advisors, and external partners while maintaining the highest level of confidentiality and professionalism Qualifications Required Bachelor's degree in Accounting, Finance, or a related discipline CPA designation strongly preferred 7–10 years of progressive accounting experience, including experience within a family office, private investment firm, wealth management organization, private equity firm, or similarly complex multi-entity environment Demonstrated experience independently managing the complete accounting function Strong understanding of GAAP accounting, partnership accounting, and multi-entity financial reporting Experience managing accounting for trusts, LLCs, partnerships, and investment entities Advanced Microsoft Excel skills and experience with modern accounting ERP systems Exceptional organizational skills with outstanding attention to detail Ability to manage multiple priorities while maintaining accuracy and meeting deadlines Excellent written and verbal communication skills Unquestioned integrity, professionalism, and discretion in handling confidential financial and family information Preferred Experience supporting sophisticated family office structures Experience accounting for investment portfolios, including marketable securities, private investments, and alternative investments Experience supporting estate planning, trust administration, and related tax coordination matters within a family office, wealth management, or private client environment Familiarity with SPVs, Reg D entities, private funds, and complex investment structures Experience building accounting processes and infrastructure within a growing organization Experience implementing accounting systems or leading ERP enhancements Prior experience working directly with principals, CEOs, or family office leadership Active CPA license Job Type: Full Time, On-Site; office located in Las Vegas, NV Compensation: Annual salary range of $175,000–$225,000, based on experience and qualifications, with comprehensive benefits.

Clinical Neuropsychologist (Queens)

About the Company We are a Traumatic Brain Injury Center with offices in Elmhurst, Brooklyn Heights, and Manhattan. We are offering a full-time position in our Queens Center with an attractive salary and benefits package that includes Medical Insurance, 401K savings plan with matching contributions, paid time off, vacation, holidays, working from Monday through Friday from 9 am to 5 pm, to Psychologist interested in learning Neuropsychology, or Neuropsychologist to join our multidisciplinary traumatic brain injury (TBI) practice. Our clinic serves TBI survivors amid an ethnically and linguistically diverse, multi-cultural population of principally essential workers. (please see our website for more detailed information www.nyctbi.com ). Job Duties and Responsibilities Clinical Assessment Conduct comprehensive neuropsychological evaluations for individuals with suspected or confirmed traumatic brain injury (mild, moderate, and severe TBI). Perform initial, serial, and follow-up evaluations to monitor cognitive recovery and treatment response. Administer, score, and interpret standardized neuropsychological tests assessing: Attention and concentration Information processing speed Learning and memory Executive functioning Language Visuospatial abilities Motor functioning Emotional and behavioral functioning Evaluate effort and performance validity using standardized validity measures. Estimate premorbid intellectual functioning and compare current functioning with expected baseline. Diagnosis and Clinical Formulation Integrate neuropsychological findings with medical history, neurological examination, neuroimaging (MRI, DTI, SWI, NeuroQuant), and psychiatric information. Diagnose cognitive disorders related to traumatic brain injury according to DSM-5-TR criteria. Differentiate cognitive impairment due to TBI from psychiatric, neurological, developmental, and medical conditions. Identify contributing factors such as PTSD, depression, anxiety, chronic pain, sleep disorders, medication effects, and other medical comorbidities. Treatment Planning Develop individualized treatment recommendations based on objective findings. Recommend Cognitive Rehabilitation Therapy (CRT), speech-language therapy, occupational therapy, vestibular rehabilitation, psychotherapy, psychiatric intervention, or additional specialty referrals as indicated. Provide recommendations regarding work, school, and daily functioning accommodations. Monitor recovery over time and modify treatment recommendations based on serial assessments. Interdisciplinary Collaboration Work closely with neurologists, psychiatrists, psychologists, neuro-ophtalmologists, ophthalmologists, and other medical professionals. Report Writing Prepare comprehensive neuropsychological reports documenting: Clinical history Test results Diagnostic impressions Differential diagnosis Functional impact Medical opinions regarding causation Prognosis Treatment recommendations Documentation and Compliance Maintain timely and accurate electronic medical records. Ensure compliance with HIPAA, ethical standards, and professional guidelines. Follow state licensing regulations and institutional policies. Maintain board certification and continuing education requirements. Required Qualifications Doctoral degree (Psy.D. or Ph.D.) in Clinical Psychology from an APA-accredited program. Completion of an APA-accredited internship. Completion of a two-year postdoctoral fellowship in Clinical Neuropsychology. Licensed Psychologist in the applicable state. Board certification in Clinical Neuropsychology (ABPP-CN) preferred. Experience evaluating patients with traumatic brain injury and neurological disorders. Proficiency in administration and interpretation of comprehensive neuropsychological test batteries. Excellent report writing, communication, and interdisciplinary collaboration skills. Preferred Experience Experience in outpatient or rehabilitation-based TBI programs. Experience with forensic neuropsychological evaluations and expert testimony. Familiarity with advanced neuroimaging techniques (DTI, SWI, volumetric MRI/NeuroQuant) and integration of imaging findings into clinical interpretation. Experience conducting serial neuropsychological assessments to monitor recovery and treatment efficacy. Core Competencies Advanced clinical reasoning and diagnostic skills. Expertise in cognitive and behavioral assessment. Strong written and verbal communication. Professional judgment and ethical practice. Interdisciplinary teamwork. Cultural competence and sensitivity. Attention to detail and excellent organizational skills. Ability to manage a high-volume clinical caseload while maintaining high-quality patient care. This job description reflects the responsibilities of a neuropsychologist practicing in a specialized TBI center that provides comprehensive clinical care, rehabilitation planning, and medicolegal services. Equal Opportunity Statement NYC Traumatic Brain Injury Center is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic. We celebrate diversity and are dedicated to fostering a culture of equity, inclusion, and belonging.

Project Manager (Civil Site Design) (Chantilly)

Who we are: Urban Ltd provides full-service civil engineering, transportation engineering, land planning, landscape architecture, and surveying services to private and public sector clients throughout the Washington D.C. metropolitan area. Urban is currently seeking local civil engineers for a Project Manager role who have at least 5-7 years of civil site design experience within the DMV region. The successful candidate will be based in our Chantilly or Annandale, VA office. This position is in the office, 5 days a week. This role is not construction-focused. Our Ideal Candidates who have 6-7 Years of Experience: Must have a B.S. in Civil Engineering from an accredited university. Would preferably have a PE License , but not required. Must have experience in designing, preparing, and processing land development applications. Must have experience in Northern Virginia jurisdictions . Should have experience with Data-Centers, Commercial, Residential, and Mixed-use projects. Must have the ability to make well-informed design decisions based on their knowledge of civil engineering concepts and locality requirements. Must have proficiency with AutoCAD, Civil 3D, and Microsoft Office. Excellent written and oral communication skills. Must have the ability to make well-informed design decisions based on civil engineering concepts and locality requirements . Understands and actively contributes to the preparation of full sets of construction plans . Must be detail-oriented to ensure excellence across all work products submitted to Project Managers. Typical Duties Will Include but not limited to: Drafting of CAD drawings and details for site and subdivision plans. Site Layout and Utility design Horizontal and vertical design of roadways . Preparation of erosion and sediment control plan s. Generating hydrologic computations for SWM facilities. Performing pavement design computations . Performing site distance analysis. Preparing site work quantity take-offs. Coordination with internal and external engineers, architects, etc. Urban's Most Important Asset Is Our People, As Our People Make Our Clients' Visions A Reality Founded in 1967, Urban is a stable base upon which to advance your career. Urban has an excellent reputation, with numerous awards and recognition from industry organizations. What Urban Provides You: Above-market compensation and excellent benefits package . Substantial 401K contribution. $0 Health Insurance Premium option. Daily direct access to senior staff who provide mentorship and training. Flexible and casual work environment to help maintain a healthy work and life balance . Collaborative project teams that leverage individual strengths, fostering shared success and growth. Backlog of work to ensure career stability. Ongoing, high-profile projects in and around the Mid-Atlantic region. Salary range for this position is: $90,000 - $115,000. Actual compensation will be commensurate with experience, qualifications, and skills. Urban Ltd. is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, gender identity, disability, or protected veteran status.

Development Manager (San Diego)

Company Description Reality Changers is a nonprofit organization dedicated to helping young people become first-generation college graduates and leaders in their communities. The organization focuses on providing equitable access to education for students from Southern California’s most under-resourced neighborhoods. Since its founding, Reality Changers’ graduates have earned over $140 million in scholarships to top universities across the country, including UCSD, Harvard, Princeton, Stanford, and UCLA. The organization’s programs are designed to equip low-income, high-potential students with the support and resources needed to envision, pursue, and achieve a successful college and career pathway. Staff members join a mission-driven team committed to building confidence, capability, and motivation in youth who are striving to transform their futures. Role Description The Development Manager is a full-time role based in San Diego, CA This position oversees day-to-day fundraising operations, including managing donor stewardship activities, coordinating fundraising campaigns, and supporting events that advance the organization’s revenue goals. The Development Manager will research prospective funders, prepare grant proposals and reports, and maintain accurate donor records in the CRM system. The role also involves collaborating with program and marketing staff to create compelling impact stories, donor communications, and fundraising materials that align with Reality Changers’ mission. The Development Manager will track key development metrics, prepare progress reports for leadership, and contribute to strategic planning to strengthen and grow philanthropic support. Qualifications Demonstrated experience in fundraising, including donor relations, annual giving, and campaign support. Proficiency in grant writing, prospect research, and reporting to foundations, corporations, and other institutional funders. Ability to manage donor databases or CRM systems, maintain accurate records, and generate development reports. Strong written and verbal communication skills for crafting compelling donor messages, proposals, and impact stories. Experience coordinating events or campaigns, including logistics, outreach, and post-event follow-up. Capacity to collaborate effectively with cross-functional teams and build relationships with diverse stakeholders. Strong organizational and time-management skills, with the ability to prioritize multiple projects and meet deadlines. Commitment to educational equity and comfort working with communities historically underrepresented in higher education. Bachelor’s degree in a related field (such as Nonprofit Management, Communications, Business, or Social Sciences) or equivalent combination of education and experience. Prior nonprofit development or advancement experience, especially in youth or education-focused organizations, is highly beneficial. TO APPLY To apply, please submit the following to [email protected] by August 15, 2026: ● A thoughtful cover letter outlining your interest in the position and how your qualifications align with the above requirements and Reality Changers’ focus and mission ● Current resume ● This position is eligible for appointment at $70,000 annually Interested candidates are encouraged to apply as early as possible as interviews will be scheduled on a rolling basis. Applicants who identify as first-generation college students/graduates are especially encouraged to apply. Please note: ● No phone calls. ● Relocation is not available. ● All prospective staff will be fingerprinted and must pass a TB and criminal background check. For more information, please visit www.realitychangers.or g

Creator Accountant (Richmond)

Creator Accountant Location: Richmond, VA Reports to: Accounting Manager About Cookie Finance Cookie Finance is a rapidly growing accounting and tax technology startup for content creators. We work exclusively with creators and influencers on platforms like YouTube, Instagram, Twitch, and TikTok, supporting creators in all aspects of their business. We're looking for a Creator Accountant to join our Client Services team and help thousands of creators run their finances like the business owners they are. About the Role The Creator Accountant is the face of Cookie for our clients. Behind every creator is a full team of bookkeepers, tax professionals, and payroll specialists doing the detailed work. You are the one person the client knows, trusts, and calls first, and the one who makes sure they get what they need from all of those teams. This is a role where the relationship is as important as the numbers. Our clients are talented and busy, and many have never run a business before. You'll guide them, teach them, and hold them to the standards that good financial management requires. That means explaining things clearly, having honest conversations when something is off, setting expectations and sticking to them, and making sure clients do their part as reliably as we do ours. Internally, you are the client's advocate. You'll review monthly bookkeeping and P&Ls before they reach the client, bring questions and requests to the right specialists, and push back when something is late or doesn't meet the standard we've promised. Who This Role Is Perfect For You're a confident communicator who also has a solid accounting foundation. You're comfortable being the person who says we need this by Friday and here's why this matters, and you can do it warmly and without apology. You love teaching and empowering your clients. You're organized, proactive, and energized by helping creators become confident business owners. This Role Is Not For You If You prefer to work behind the scenes, avoid conflict, or see clients as a source of interruptions rather than partners. Success here depends on being direct, setting boundaries, and following through, but it also depends on building real relationships with your creators. The best people in this role empower clients to understand their own businesses, educate them on why good financial habits matter, and earn their trust by being honest and consistent, even when the conversation is hard. What You'll Own Be the primary point of contact for your portfolio of creators, from onboarding through ongoing engagement, with clear expectations set at every stage Lead regular check-ins and respond to client questions with clarity and confidence Lead difficult conversations, including late or missing documents, unexpected tax outcomes, scope boundaries, and unrealistic requests, and keep them constructive Hold clients accountable for their responsibilities, with clear deadlines, timely follow-up, and escalation when needed Advocate for your clients internally, coordinating with our Bookkeeping, Tax, and Payroll teams, and pushing back when work is late or doesn't meet the standard we've promised Review and QA monthly bookkeeping and P&Ls, then translate the numbers into plain-language insights clients can act on Teach clients how to read their P&L, separate personal and business finances, and make sound financial decisions Spot issues, trends, and risks in a client's finances and raise them before they become problems Make sure clients always know what Cookie is doing for them, what comes next, and what they need to do and why it matters What We're Looking For 2 to 3 years of experience in a client-facing role such as account management, client services, or customer success, with a track record of owning relationships and managing expectations Demonstrated ability to handle difficult conversations, set boundaries, and push back professionally while keeping the relationship strong Experience holding clients or partners accountable to deadlines and deliverables Excellent written and verbal communication, including the ability to explain financial concepts simply to non-accountants 1 to 2 years of hands-on experience in accounting, bookkeeping, or tax services, with a solid grasp of P&Ls, balance sheets, and core accounting principles Strong organizational skills and the ability to manage many clients and relationships at once Comfort in a fast-paced, changing startup environment Interest in the creator economy and working with content creators preferred Bachelor's degree in Accounting, Finance, Business, or a related field preferred, or equivalent experience Cookie Finance is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. E-Verify Notice: Cookie Finance participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Temp Administrative Assistant (Phoenix)

Seasonal Property Administrative Assistant (Bilingual Spanish/English, Temp through January) About the job Major retail real estate ownership and management company is adding a seasonal Property Administrative Assistant at one of Phoenix's largest regional shopping centers for the holiday rush. You'll be the front-line support for the onsite Property Management team: owning the front desk and phones, maintaining tenant and vendor databases, tracking contracts and renewals, running recurring reports, and keeping compliance documents current. Holiday volume is high, so you're expected to ramp up fast and work independently once you've learned the protocols. Full training is provided on all systems. This is a defined seasonal role with a set end date in January. It is not expected to extend or convert to permanent, so it's a strong fit if you're between roles, coming off a layoff, or looking for solid short-term work through the holidays. Term: Seasonal temp, start ASAP through approx. January (no extension or conversion) Location: Phoenix, AZ (West Valley), fully onsite, no remote/hybrid Schedule: Monday-Friday, 8:30am-5:00pm, plus some weekend and/or evening coverage during the holiday season Compensation: $25/hour Required Qualifications: Fluent in Spanish and English, spoken and written, at a professional level. You'll communicate with tenants, vendors, and visitors in both languages 1-3 years in administrative roles, with real comfort ramping up quickly in a new, high-volume environment Has personally handled front-desk or reception duties, comfortable with tenants, vendors, and visitors face-to-face and on the phone Solid Excel and general computer skills; willing to learn new property management software quickly Organized and detail-oriented with databases, contracts, and recurring reports Available for some holiday weekend and evening shifts Local to the Phoenix metro area and able to start immediately Nice to Have: Property management, retail, hospitality, or customer-facing admin experience This is a seasonal position placed through an employer-of-record partner. No sponsorship available.

Licensed Optician – Optical Growth Leader (Pathway to Office Manager) (Lake Worth)

Company Description Planet Vision EyeCare is an established optometry practice in Lake Worth, FL. Our office provides comprehensive eye exams & contact lens fittings; dry eye treatments such as IPL & OptiLIFT; speciality contact lenses, such as scleral lens fittings and OrthoK treatment. Planet Vision EyeCare emphasizes personalized care and high standards of customer service. The practice values collaboration among eye care professionals to deliver a welcoming, efficient, and patient-centered experience for individuals and families. Role Description We are seeking a full-time Licensed Optician with proven experience growing an optical, elevating patient care, and leading with professionalism. You’ll begin by strengthening our optical performance and, once leadership qualities are demonstrated, have a clear pathway to Office Manager. Initial Responsibilities • Optical Growth & Strategy: Improve capture rate, elevate product mix, and deliver a boutique‑level patient experience. • Clinical Optical Expertise: Guide patients through lifestyle‑based lens/frame selection and confidently troubleshoot prescriptions. • High‑Quality Dispensing: Ensure accurate, satisfaction‑driven dispensing while supporting practice profitability. • Patient Experience Leadership: Communicate warmly, resolve concerns independently, and maintain a calm, solutions‑focused approach. • Workflow Collaboration: Support smooth daily operations across optical, front desk, and clinical teams. Growth Path to Office Manager Once leadership and independent decision‑making are demonstrated, responsibilities may expand to: • Team Coaching & Development • Workflow Optimization & Operational Structure • Patient Escalation Management • Office‑Wide Leadership • Strategic Practice Growth You’re a Great Fit If You • Are a Licensed Optician with a track record of growing an optical • Thrive in a private‑practice environment where your ideas matter • Communicate with warmth, professionalism, and confidence • Resolve patient concerns independently • Enjoy coaching and naturally step into leadership roles Why Private Practice Corporate optical settings emphasize quotas and standardized care. Our practice gives you clinical independence, meaningful patient interactions, and a transparent route toward leadership roles. Starting Salary $30/hr, with additional compensation as responsibilities expand. Basic Optician Qualifications Strong knowledge of optics and lens technologies, including frame selection and fitting. Experience in optometry settings and familiarity with eye exams and specialty contact lenses. Proven commitment to customer satisfaction and delivering attentive, personalized service. Excellent customer service skills, including clear communication and patient education. Active optician license in the state of Florida or eligibility to obtain licensure. Attention to detail in measurements, prescription verification, and product quality checks. Ability to work collaboratively in a team-based clinical environment and manage multiple tasks efficiently. Basic computer skills and comfort using practice management or EHR systems; prior optical retail or clinic experience is beneficial.