Senior Director, Business Optimization (Print Practice Group)

🏢 Summary: Director role focused on leading cost-reduction and vendor management initiatives for clients, managing teams, driving client relationships, and achieving financial and operational goals. The position requires extensive experience in expense management or consulting, strong leadership capabilities, and advanced analytical and communication skills. This is a fully onsite role with comprehensive benefits and career growth opportunities. 🗂️ Requirements: Bachelor's Degree, 9-13 years of expense management, vendor management, consulting or related experience, 4+ years of management/supervisory experience, Advanced Microsoft Office skills, Advanced Excel skills, Strong quantitative skills, Strong qualitative skills, Ability to lead complex projects on time, Experience building client and team relationships, Demonstrated leadership skills, Proven ability to deliver results 📃 Skills: Excel, Microsoft, Office, VendorManagement, Consulting, Procurement, Dashboarding, P&L 🏢 Description: Work Location: At Profit Recovery Partners (PRP), this position is fully onsite at the Santa Ana office, supporting real-time teamwork, collaboration, and problem-solving. Who You Are: As a Director, you will lead cost reduction initiatives for clients by leveraging critical thinking, negotiation, and leadership skills. The role involves managing teams, overseeing practice group strategy, evaluating client situations, partnering with expense area experts, and ensuring successful execution of financial and operational goals. What You'll Do: - Responsible for meeting or exceeding department and personal performance to key performance indicator goals - Sell new projects and renewal contracts to existing clients with a high level of urgency - Build meaningful relationships with C Suite executives - Identify and deliver new value to existing clients - Maximize client savings achieved and value to retain targeted accounts after initial engagement - Maintain C-level engagement by meeting regularly to confirm savings achieved, obtain approval to implement additional savings and build trusted relationships - Identify, track, manage, and quickly resolve project issues - Establish, maintain, and track performance through dashboards that reflect contributions from all team players - Lead 2-4 direct reports - Evaluate and mentor staff, fostering personal and professional growth - Establish collaborative relationships with partners in other operational groups - Garner internal resources across departments to keep projects moving forward - Identify and lead company and department improvement initiatives through implementation - Collaborate with internal subject matter experts to execute client initiatives - Partner with clients to ensure compliance to service agreement - Other duties as assigned What You Need: - Bachelor's Degree required - Minimum 9-13 years of expense management, vendor management, consulting or related experience - 4+ years of management/supervisory experience - Excellent written, verbal, and visual communication skills - Excellent quantitative and qualitative skills - Advanced Microsoft Office and Excel skills - Ability to lead others to complete complex projects on time - Experience building relationships and alignment amongst team members and clients - Demonstrated leadership skills - Proven ability to deliver results Why Join Us: Comprehensive Benefits: - Full medical, dental, and vision coverage - Optional pet insurance - Gym membership discount through healthcare provider - $200/month waived medical benefit for employees who opt out of health plans - Cell phone stipend for applicable roles Financial Wellness: - 401(k) plan with company match Time Off to Recharge: - Generous paid holidays - Vacation - Sick leave - Bereavement leave - Jury duty leave Additional Benefits: - Annual summer retreat, holiday parties, happy hours, and themed celebrations - Opportunities for career growth and internal promotion - Employee-led committees supporting social responsibility, wellness, and inclusion initiatives The salary range for this position is $149,640.00 - $184,400.00. Actual compensation depends on skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

🏢 Summary: Senior Manager of Business Optimization role focused on enterprise cost optimization, vendor negotiations, and expense reduction consulting for large North American clients. The position involves analyzing client infrastructure, contracts, and pricing to develop savings strategies while collaborating with CFOs and CIOs. This is a fully onsite consulting role based in Santa Ana with opportunities to lead projects, support sales initiatives, and drive operational efficiencies. 🗂️ Requirements: BA/BS degree, 7+ years of consulting or price negotiation experience, Experience in cost optimization, Proficiency with Microsoft Office, Advanced Excel data analysis skills, Knowledge of IT consulting and services pricing models, Ability to manage vendor contract negotiations, Strong analytical and documentation skills, Experience managing project timelines and milestones, Excellent written and communication skills 📃 Skills: Excel, Microsoft, BPO, IT, Pricing, Negotiation, Analytics, Consulting, Forecasting, Licensing 🏢 Description: Work Location: This position is fully onsite at the Santa Ana office, supporting real-time collaboration and teamwork. Who You Are: A Senior Manager of Business Optimization is responsible for developing and negotiating innovative expense reduction solutions for large enterprise clients. The role involves consulting directly with CFOs and CIOs and managing expense reduction projects from assessment of product usage, pricing, vendor contracts, and agreements through strategy development and vendor negotiations. Candidates should have: - Experience in consulting and cost optimization - Knowledge of pricing or implementation roles in relevant consulting areas - Ability to identify savings opportunities based on infrastructure, vendor contracts, and pricing schedules - Ability to develop comprehensive solutions that drive cost savings Areas of Expertise: IT Consulting - Advises clients on technology strategy, system implementations, and digital transformation initiatives IT Workforce Planning - Aligns technical talent with project demand, optimizing staffing models across onshore, offshore, and contingent resources Business Process Outsourcing (BPO) - Designs and manages outsourced operations to improve efficiency, service levels, and cost performance Knowledge Areas: - Outcome-Based Pricing - Cost-Per-Deliverable Pricing - Managed Service Pricing related to IT consulting and services What You Will Do: - Collect, analyze, and present data to support client expense reduction decisions - Review organizational processes and systems to identify savings opportunities - Negotiate or advise on vendor pricing, contracts, and licensing agreements - Monitor and present industry trends, vendor contract terms, and pricing changes - Manage project timelines, milestones, and action items - Develop and follow company and practice group procedures - Resolve complex and sensitive client issues through creative problem-solving - Maintain productive relationships with clients, colleagues, and vendor executives - Present savings opportunities and new project opportunities to clients - Support sales initiatives through value proposition development, strategic sales calls, and sales training - Prepare analyses and documentation regarding savings opportunities - Perform additional duties as assigned What You Need: - BA/BS degree required - Minimum 7+ years of relevant consulting and/or price negotiation experience - Demonstrated cost optimization experience - Proficiency with Microsoft Office products - Expert data analysis ability in MS Excel - Prior consulting experience preferred - Excellent communication and writing skills with attention to detail - Ability to work effectively with cross-functional teams - Strong organization and prioritization skills in a fast-paced environment - Flexibility to adapt to changing priorities - Ability to deliver work with urgency and timeliness Why Join Us: Comprehensive Benefits: - Full medical, dental, and vision coverage - Optional pet insurance - Gym membership reimbursement through healthcare provider - $200/month waived medical benefit for employees who opt out of health plans - Cell phone stipend for applicable roles Financial Wellness: - 401(k) plan with company match Time Off: - Paid holidays - Vacation - Sick leave - Bereavement leave - Jury duty leave Additional Benefits: - Collaborative and high-performing team environment - Opportunities for internal promotion and career growth - Annual summer retreat, holiday parties, happy hours, and themed celebrations - Employee-led committees supporting wellness, social responsibility, youth initiatives, and women's empowerment Compensation: The total compensation for this position ranges from $94,700.00 to $155,000.00 depending on skills, experience, education, qualifications, and applicable employment laws.

🏢 Summary: Full-time Financial Planning & Analysis Manager role responsible for enterprise-wide budgeting, forecasting, pricing analytics, and strategic financial modeling. The position partners with executive and commercial leaders to drive profitability, revenue growth, and capital efficiency through data-driven insights. Based onsite in Fort Worth, TX (remote considered in select cases), it plays a key role in performance management and pricing strategy. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business or related field, 5–8+ years in FP&A, Corporate Finance, Commercial Finance or Pricing Analytics, Advanced financial modeling, forecasting and budgeting experience, Experience with pricing, profitability and revenue analysis, Proficiency in Excel and BI tools (Power BI, Sigma, Tableau or similar), Experience with ERP systems and financial planning tools, Ability to analyze large datasets and deliver actionable insights, Strong knowledge of KPI development and financial performance management, Experience supporting executive and cross-functional stakeholders 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, Forecasting, Budgeting, FinancialModeling, PricingAnalytics, KPI, BI, Reporting 🏢 Description: POSITION SUMMARY The Financial Planning & Analysis Manager is responsible for supporting enterprise-wide financial planning, forecasting, management reporting, pricing analytics, and strategic decision support. This role serves as a key business partner to executive leadership, sales, operations, fleet, and commercial teams by delivering actionable insights that drive revenue growth, margin expansion, and capital efficiency. They will combine strong financial planning expertise with advanced analytical capabilities, particularly in pricing, profitability, and business performance management. This position plays a critical role in developing financial forecasts, evaluating pricing strategies, supporting S&OP processes, and improving decision-making across the organization. LOCATION Onsite in Fort Worth, TX Candidates located in or willing to relocate to the Fort Worth, TX market are prioritized. Exceptional remote candidates whose experience strongly aligns with the role's requirements may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It consists of a base salary plus the opportunity for quarterly profit sharing after one year of employment. JOB STATUS Full-Time RESPONSIBILITIES FINANCIAL PLANNING & ANALYSIS - Support the annual budgeting, monthly forecasting, and long-range planning processes across the organization. - Develop and maintain financial models that support strategic planning, scenario analysis, and operational decision-making. - Prepare monthly management reporting packages, including executive KPI dashboards, board materials, variance analysis, and forecast-to-actual reporting. - Analyze revenue, margins, operating expenses, EBITDA, and capital expenditures to identify trends, risks, and opportunities. - Partner with business leaders to evaluate financial performance and recommend actions that improve profitability and operational efficiency. - Support strategic initiatives, acquisitions, investments, and capital allocation decisions through financial modeling and business case analysis. - Drive continuous improvement of forecasting, planning, and reporting processes, including support for BI modernization and reporting automation efforts. PRICING & COMMERCIAL ANALYTICS - Lead pricing and profitability analysis across customers, products, locations, and market segments. - Evaluate pricing strategies, discount structures, and revenue optimization opportunities to maximize growth and margin performance. - Analyze key commercial metrics, including price realization, utilization, customer profitability, yield, competitive pricing trends, and adherence to pricing guidelines. - Develop pricing dashboards, scorecards, and executive reporting that provide actionable business insights. - Conduct pricing studies, sensitivity analyses, and scenario modeling to support commercial decision-making and strategic initiatives. BUSINESS PARTNERSHIP - Serve as a trusted finance partner to leaders across Sales, Operations, Fleet, and Corporate Functions. - Translate complex financial and operational data into clear, actionable recommendations for business stakeholders. - Facilitate monthly business reviews, forecast discussions, and performance management conversations. - Drive accountability around financial targets, operational metrics, and key business objectives. REQUIREMENTS MUST HAVE - Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. - 5–8+ years of progressive experience in FP&A, Corporate Finance, Commercial Finance, Pricing Analytics, or a related discipline. - Demonstrated experience supporting executive leadership and cross-functional business partners. - Advanced financial modeling, forecasting, budgeting, and scenario analysis experience. - Experience analyzing pricing, profitability, revenue performance, or other commercial business drivers. - Strong proficiency with Excel and business intelligence tools such as Power BI, Sigma, Tableau, or similar platforms. - Experience working with ERP systems and financial planning tools. - Ability to analyze large datasets and translate findings into actionable business recommendations. - Strong understanding of forecasting methodologies, profitability analysis, KPI development, and financial performance management. - Excellent communication and presentation skills with the ability to influence stakeholders across all levels of the organization. - Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. - Demonstrated ability to lead change, improve processes, and drive continuous improvement initiatives. NICE TO HAVE - MBA, Master's degree, or other advanced business or finance-related degree. - Experience within transportation, fleet management, equipment rental, logistics, industrial services, or other asset-intensive industries. - Experience supporting pricing strategy, revenue management, utilization analysis, or commercial finance functions. Employee Benefits - Competitive compensation with quarterly profit sharing eligibility after one year. - Comprehensive healthcare coverage (medical, dental, vision, mental health, virtual healthcare). - 401(k) matching and long-term financial planning support. - Paid time off. - Life, accidental death, and disability coverage. - Ongoing learning and development opportunities. - On-site fitness facility with personal training support. - Additional employee perks and discount programs.

🏢 Summary: Senior Accountant role focused on owning day-to-day accounting operations, month-end close, AP/AR processes, audits, and financial controls in a fast-paced environment. The position requires strong U.S. GAAP knowledge, CPA certification, and experience with accounting systems and cross-functional collaboration. The offer includes competitive compensation, equity, healthcare coverage, 401(k) matching, bonuses, and additional workplace perks. 🗂️ Requirements: Bachelor's degree in Accounting or Finance, CPA certification, 4–6 years of accounting experience, Knowledge of cost accounting, Strong understanding of U.S. GAAP, Experience with accounting systems or ERP platforms, Experience with audits or internal controls, Advanced Excel skills, Ability to manage accounting processes independently, U.S. citizenship, lawful permanent residency, or work authorization eligibility 📃 Skills: Accounting, GAAP, QuickBooks, NetSuite, ERP, Excel, Auditing, Bookkeeping, Payroll, Reconciliation, Billing, Collections, Brex, BILL 🏢 Description: Role Overview We are seeking a detail-oriented and motivated Senior Accountant to join our growing team. This role is responsible for owning the day-to-day accounting operations, including bookkeeping, accounts payable/receivable processing, and owning monthly close activities and audits. The ideal candidate will bring strong technical accounting knowledge, accuracy, and organizational skills, and thrive in a fast-paced environment. Key Responsibilities • Prepare and post journal entries; ensure accuracy and completeness of financial records • Perform monthly reconciliations of general ledger and subledger accounts • Own month-end and year-end close processes, including variance analysis • Accounts Payable Ownership: Process vendor invoices, purchase orders, and employee expense reports; ensure proper coding and approvals • Accounts Receivable Ownership: Manage billing, collections, cash application, and support revenue tracking (including DSO monitoring) • Implement, maintain and improve accounting policies, procedures, and internal controls • Partner cross-functionally to ensure financial data integrity and operational alignment • Lead external audits and determine required documentation • Utilize and optimize financial systems (e.g., QuickBooks Advanced, BILL, Brex) • Manage payroll-related accounting duties and maintain access to federal, state, and local tax portals to support timely filings, reconciliations, payments, and compliance requirements. Qualifications • Bachelor's degree in Accounting or Finance • CPA Required • 4 - 6 years of relevant accounting experience (startup, high-growth, or corporate environment preferred) • Demonstrated knowledge of cost accounting • Strong management of U.S. GAAP • Proficiency in accounting systems (QuickBooks, NetSuite, or similar ERP platforms) • Exposure to audit processes and/or internal controls frameworks • Advanced Excel skills (e.g., lookups, pivot tables, data analysis) • High attention to detail and strong organizational discipline • Clear communicator with the ability to work cross-functionally • Demonstrated ability having ownership of accounting processes • Experience in manufacturing or government contracting environments Compensation & Benefits • Competitive compensation: • 4 – 6 years, $95,000 – $105,000 (commensurate with experience) • 6 – 10 years, $100,000 - $120,000 (commensurate with experience) • Annual performance-based bonuses that reward your impact • Meaningful equity participation • Medical, dental, and vision coverage • Company-provided short- and long-term disability coverage and life insurance • Paid time off plus 9 paid holidays • 401(k) with company match • Daily DoorDash lunch stipend plus snacks, coffee, and tea • Opportunity to work with aerospace, new space, and deep-tech industry leaders • Pet friendly office • Monthly company happy hours and events You must be a U.S. citizen or lawful permanent resident of the U.S., protected individual as defined by 22 C.F.R. § 120.15, or eligible to obtain the required authorizations from the U.S. Department of State.

🏢 Summary: Full-time on-site Senior Accountant role focused on managing day-to-day accounting operations, month-end close, audits, AP/AR processes, and financial controls in a fast-paced environment. The position requires strong U.S. GAAP expertise, CPA certification, and experience with accounting systems and cross-functional collaboration. Compensation includes salary, bonuses, equity, healthcare, 401(k), PTO, and additional workplace perks. 🗂️ Requirements: Bachelor's degree in Accounting or Finance, CPA certification, 4–6 years of accounting experience, Knowledge of cost accounting, Strong understanding of U.S. GAAP, Experience with accounting systems and ERP platforms, Experience with audits and internal controls, Advanced Excel skills, Ability to manage accounting processes independently, U.S. citizenship, lawful permanent residency, or work authorization eligibility 📃 Skills: Accounting, GAAP, Excel, QuickBooks, NetSuite, ERP, Auditing, Bookkeeping, Payroll, Reconciliation, Billing, Collections, Brex, BILL 🏢 Description: Role Overview We are seeking a detail-oriented and motivated Senior Accountant to join our growing team. This role is responsible for owning the day-to-day accounting operations, including bookkeeping, accounts payable/receivable processing, and owning monthly close activities and audits. The ideal candidate will bring strong technical accounting knowledge, accuracy, and organizational skills, and thrive in a fast-paced environment. Key Responsibilities - Prepare and post journal entries; ensure accuracy and completeness of financial records - Perform monthly reconciliations of general ledger and subledger accounts - Own month-end and year-end close processes, including variance analysis - Accounts Payable Ownership: Process vendor invoices, purchase orders, and employee expense reports; ensure proper coding and approvals - Accounts Receivable Ownership: Manage billing, collections, cash application, and support revenue tracking (including DSO monitoring) - Implement, maintain and improve accounting policies, procedures, and internal controls - Partner cross-functionally to ensure financial data integrity and operational alignment - Lead external audits and determine required documentation - Utilize and optimize financial systems (e.g., QuickBooks Advanced, BILL, Brex) - Manage payroll-related accounting duties and maintain access to federal, state, and local tax portals to support timely filings, reconciliations, payments, and compliance requirements. Qualifications - Bachelor's degree in Accounting or Finance - CPA Required - 4 - 6 years of relevant accounting experience (startup, high-growth, or corporate environment preferred) - Demonstrated knowledge of cost accounting - Strong management of U.S. GAAP - Proficiency in accounting systems (QuickBooks, NetSuite, or similar ERP platforms) - Exposure to audit processes and/or internal controls frameworks - Advanced Excel skills (e.g., lookups, pivot tables, data analysis) - High attention to detail and strong organizational discipline - Clear communicator with the ability to work cross-functionally - Demonstrated ability having ownership of accounting processes - Experience in manufacturing or government contracting environments Compensation & Benefits - Competitive compensation: - 4–6 years: $95,000 – $105,000 (commensurate with experience) - 6–10 years: $100,000 - $120,000 (commensurate with experience) - Annual performance-based bonuses - Meaningful equity participation - Medical, dental, and vision coverage - Company-provided disability coverage and life insurance - Paid time off plus 9 paid holidays - 401(k) with company match - Daily DoorDash lunch stipend and office snacks/beverages - Opportunity to work alongside aerospace and deep-tech industry leaders - Pet-friendly office - Monthly company happy hours and events Work Authorization Requirement You must be a U.S. citizen or lawful permanent resident of the U.S., protected individual as defined by 22 C.F.R. § 120.15, or eligible to obtain the required authorizations from the U.S. Department of State.

🏢 Summary: The Financial Planning & Analysis Manager supports enterprise-wide budgeting, forecasting, pricing analytics, and strategic decision-making, partnering with executive and cross-functional leaders to drive revenue growth and profitability. The role focuses on advanced financial modeling, pricing strategy evaluation, commercial performance analysis, and management reporting. It plays a key role in improving forecasting processes, optimizing pricing, and enhancing business performance across the organization. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business, or related field, 5–8+ years of experience in FP&A, Corporate Finance, Commercial Finance, or Pricing Analytics, Advanced financial modeling, forecasting, budgeting, and scenario analysis experience, Experience in pricing, profitability, and revenue performance analysis, Proficiency in Excel and BI tools (Power BI, Sigma, Tableau or similar), Experience with ERP systems and financial planning tools, Ability to analyze large datasets and deliver actionable insights, Strong knowledge of forecasting methodologies and KPI development, Experience supporting executive leadership and cross-functional teams 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, FinancialModeling, Forecasting, Budgeting, ScenarioAnalysis, PricingAnalytics, ProfitabilityAnalysis, KPI, BI 🏢 Description: POSITION SUMMARY The Financial Planning & Analysis Manager is responsible for supporting enterprise-wide financial planning, forecasting, management reporting, pricing analytics, and strategic decision support. This role serves as a key business partner to executive leadership, sales, operations, fleet, and commercial teams by delivering actionable insights that drive revenue growth, margin expansion, and capital efficiency. They will combine strong financial planning expertise with advanced analytical capabilities, particularly in pricing, profitability, and business performance management. This position plays a critical role in developing financial forecasts, evaluating pricing strategies, supporting S&OP processes, and improving decision-making across the organization. LOCATION Onsite in Fort Wayne, IN Candidates located in or willing to relocate to the Fort Wayne, IN market are prioritized. Exceptional remote candidates may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It includes a base salary plus the opportunity for quarterly profit sharing after one year of employment. RESPONSIBILITIES FINANCIAL PLANNING & ANALYSIS Support the annual budgeting, monthly forecasting, and long-range planning processes across the organization. Develop and maintain financial models that support strategic planning, scenario analysis, and operational decision-making. Prepare monthly management reporting packages, including executive KPI dashboards, board materials, variance analysis, and forecast-to-actual reporting. Analyze revenue, margins, operating expenses, EBITDA, and capital expenditures to identify trends, risks, and opportunities. Partner with business leaders to evaluate financial performance and recommend actions that improve profitability and operational efficiency. Support strategic initiatives, acquisitions, investments, and capital allocation decisions through financial modeling and business case analysis. Drive continuous improvement of forecasting, planning, and reporting processes, including support for BI modernization and reporting automation efforts. PRICING & COMMERCIAL ANALYTICS Lead pricing and profitability analysis across customers, products, locations, and market segments. Evaluate pricing strategies, discount structures, and revenue optimization opportunities to maximize growth and margin performance. Analyze key commercial metrics, including price realization, utilization, customer profitability, yield, competitive pricing trends, and adherence to pricing guidelines. Develop pricing dashboards, scorecards, and executive reporting that provide actionable business insights. Conduct pricing studies, sensitivity analyses, and scenario modeling to support commercial decision-making and strategic initiatives. BUSINESS PARTNERSHIP Serve as a trusted finance partner to leaders across Sales, Operations, Fleet, and Corporate Functions. Translate complex financial and operational data into clear, actionable recommendations for business stakeholders. Facilitate monthly business reviews, forecast discussions, and performance management conversations. Drive accountability around financial targets, operational metrics, and key business objectives. REQUIREMENTS MUST HAVE Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. 5–8+ years of progressive experience in FP&A, Corporate Finance, Commercial Finance, Pricing Analytics, or a related discipline. Demonstrated experience supporting executive leadership and cross-functional business partners. Advanced financial modeling, forecasting, budgeting, and scenario analysis experience. Experience analyzing pricing, profitability, revenue performance, or other commercial business drivers. Strong proficiency with Excel and business intelligence tools such as Power BI, Sigma, Tableau, or similar platforms. Experience working with ERP systems and financial planning tools. Ability to analyze large datasets and translate findings into actionable business recommendations. Strong understanding of forecasting methodologies, profitability analysis, KPI development, and financial performance management. Excellent communication and presentation skills with the ability to influence stakeholders across all levels of the organization. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Demonstrated ability to lead change, improve processes, and drive continuous improvement initiatives. NICE TO HAVE MBA, Master's degree, or other advanced business or finance-related degree. Experience within transportation, fleet management, equipment rental, logistics, industrial services, or other asset-intensive industries. Experience supporting pricing strategy, revenue management, utilization analysis, or commercial finance functions. EMPLOYEE BENEFITS Wellness & Fitness On-site CrossFit-style gym with a full-time personal trainer offering group classes, virtual personal training, personalized workout plans, and nutrition coaching. Exclusive Employee Perks PTR swag and uniform/boot allowance. On-site micro-markets with snacks and essentials. Discounts on phone plans, supplier vehicles, mobile detailing, tools, and equipment. Additional partner and vendor discounts. Performance Incentives Commission structures, bonuses, or profit-sharing opportunities based on performance, depending on the role. Comprehensive Benefits — Starting Day One Premium healthcare coverage (medical, dental, vision, mental health, virtual healthcare). 401(k) matching and long-term financial planning support. Paid time off. Life, accidental death, and disability coverage. Ongoing learning and development opportunities. Training, Growth & Recognition Use of the Predictive Index behavioral assessment tool to support hiring decisions, team development, and employee engagement. Culture & Connection Field days and team events. The Extra Mile Recognition Program. Text alerts and open communication initiatives. Employment Classification Full-time, part-time, contractor, and intern positions available depending on business needs. Benefits eligibility varies by employment classification. Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

🏢 Summary: Senior Credit Analyst role focused on underwriting complex loan requests, managing loan portfolios, and supporting client growth through credit analysis and compliance oversight. The position involves coordinating the full credit lifecycle, collaborating with Relationship Bankers, and mentoring junior team members in a fast-paced banking environment. Offers competitive compensation, bonus potential, benefits, and professional development support. 🗂️ Requirements: Bachelor's degree in business, finance, or related field, 5–7 years of lending, underwriting, and/or credit experience, Advanced Excel proficiency, Experience with banking and credit software, Experience with CRM systems, Strong mathematical and analytical skills, Ability to work independently and collaboratively, Excellent written and verbal communication skills, Strong organizational and multitasking abilities, NMLS registration upon hire 📃 Skills: Excel, CRM, Microsoft, Banking, Underwriting, Credit, Finance, Lending, Analysis, NMLS 🏢 Description: AVP, Senior Credit Analyst Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consideration no later 07/31/2026. Who We're Looking For You're an experienced credit professional with a strong foundation in underwriting, portfolio management, and client servicing. You work efficiently in a fast-paced environment, maintain high standards of credit quality, and support revenue generation through sound analysis and process execution. You bring structure to complex loan requests, mentor junior team members, and uphold compliance across all stages of the credit lifecycle. If you're detail-oriented, disciplined, and skilled at managing both relationships and risk—this role is for you. About the Role The AVP, Senior Credit Analyst supports the Profit Center (PC) by identifying key revenue-generating opportunities across loans, deposits, and investment assets. The role contributes to client growth and retention through accurate underwriting, portfolio oversight, and coordination of the full credit process. Responsibilities include evaluating new loan requests, managing renewals, and ensuring compliance with pricing, credit, and documentation standards. This position plays a critical role in maintaining the health of the loan portfolio—tracking exceptions, covenant requirements, and past dues while supporting Relationship Bankers in delivering complete financial solutions. Success in this role requires strong analytical skills, independent execution, and the ability to operate efficiently in a fast-paced, evolving environment. What You'll Do - Underwrite and analyze complex loan requests, renewals, and modifications, ensuring credit quality, sound structure, and alignment with client needs. - Coordinate all stages of the credit process—from client outreach and document collection to loan application, approval, closing, and onboarding. - Maintain the loan portfolio through proactive administration, including tracking past dues, maturing loans, covenants, exceptions, and annual reviews. - Support cross-selling efforts by identifying new lending opportunities for existing clients and introducing additional bank products. - Collaborate with Relationship Bankers and internal teams to support new business development for both existing and prospective clients. - Provide training and guidance to Credit Analysts and Loan Associates, while ensuring compliance with internal policies and regulatory requirements. What You Bring - Bachelor's degree in business, finance, or a related field - 5–7 years of lending, underwriting, and/or credit experience - Proficiency in Microsoft Office Suite, with advanced Excel skills - Experience with banking and credit software - Experience with CRM systems - Strong mathematical and analytical skills - High initiative and follow-through - Ability to work independently and with a team - Excellent written and verbal communication skills - Strong organizational skills with the ability to prioritize and multi-task - Self-starter with the ability to collaborate across teams and with clients - NMLS registration upon hire What We Offer - Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential. - 401(k) plan with employer match. - Paid parking and transportation benefits. - Comprehensive health and wellness benefits, including: - Health savings accounts (HSA) - Flexible spending accounts (FSA) - Medical, dental, and vision coverage - Generous paid time off and bank holidays. - Access to training and professional development programs. - Sponsorship and support for obtaining professional certifications. - A culture of collaboration, continuous improvement, and shared success. Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

🏢 Summary: Senior-level Paid Search role leading enterprise strategy and execution across large-scale media investments, acting as a strategic partner to clients and overseeing complex campaign structures. The position combines hands-on platform management with team leadership, driving optimization, automation, and innovation across Google Ads, SA360, and Microsoft Ads. Offers a remote-first setup, competitive salary, performance bonus, and comprehensive benefits. 🗂️ Requirements: 6+ years managing enterprise-level paid search programs, Minimum 2 years of staff management experience, Experience managing large-scale paid search investments and complex account structures, Experience in SaaS, fintech, HR/payroll, SMB platform, or similar performance marketing environments, Deep expertise in Google Ads and Microsoft Ads, Experience with campaign architecture, automation, audience targeting, bidding frameworks, and feed management, Experience using GA4 and enterprise analytics platforms, Ability to manage multiple products, campaigns, and business objectives simultaneously 📃 Skills: GoogleAds, MicrosoftAds, SA360, GA4, Automation, AudienceTargeting, Bidding, FeedManagement, Analytics, Forecasting, Budgeting, Optimization 🏢 Description: The Role Benefits - Remote-first culture - Unlimited PTO - Extended Holiday break (Winter) - Flexible schedules - Work from anywhere options* - 100% paid parental leave - 401(k) matching - Medical, Dental, Vision, Life, Pet Insurance - Sponsored life insurance - Short Term Disability insurance and additional voluntary insurance - Annual Class Pass credits and more! Compensation The anticipated annual salary for this role will range from $110,000 - $150,000, based on consideration of a wide array of factors unique to each candidate, including skill set, years and depth of experience, education and certifications, competitive benchmarks, scope of responsibility, market dynamics, geographic location, and respective state’s salary threshold for exempt employees. The total compensation package will include the benefits listed above and an annual performance bonus. This role has an associated annual target bonus component which is paid out based on Company performance, department performance, and individual performance. Bonuses are not guaranteed and you must be an active employee in good standing and not on a Performance Improvement Plan to be eligible. *This position may be performed remotely in most states within the US, with some exclusions. You Will Be - Serving as a senior strategic partner and embedded extension of the client’s marketing organization, leading paid search strategy, performance management, and executive-level business planning across a $100M+ multi-product media investment - Operating as both a strategist and hands-on practitioner by driving campaign architecture, optimization, execution oversight, and innovation initiatives to ensure operational excellence and measurable business impact - Managing highly complex enterprise account structures across SA360, Google Ads, Microsoft Ads, and other relevant paid search platforms - Balancing multiple stakeholder groups, competing business priorities, and evolving growth objectives within a sophisticated enterprise ecosystem - Driving strategic planning, forecasting, budgeting, testing roadmaps, and performance optimization initiatives aligned to client growth goals and broader business objectives - Translating complex performance trends and business insights into clear, executive-level recommendations and action plans for senior client stakeholders - Partnering closely with Client Strategy, Analytics, Strategy, Creative, and channel leadership teams to ensure integrated marketing alignment and operational excellence - Identifying opportunities for innovation, growth, process improvement, and operational scalability across the engagement - Leading, developing, mentoring, and supporting a team of four Paid Search Specialists through coaching, career development, quality assurance, prioritization, and performance management - Providing strong oversight of campaign execution, QA processes, account health, and delivery standards to ensure flawless execution across the business - Driving innovation and thought leadership across enterprise paid search strategy, automation, audience targeting, measurement, and optimization initiatives - Managing and escalating critical client or account issues appropriately while maintaining strong trust and partnership with senior stakeholders - Staying at the forefront of emerging trends, platform changes, AI-driven search developments, and evolving enterprise paid media strategies You Must Have - 6+ years of experience managing enterprise-level paid search programs within agency and/or client-side environments - Minimum of 2 years prior staff management experience with demonstrated success in developing, mentoring, and leading high-performing team members - Proven success in managing large-scale paid search investments and highly complex account structures across enterprise organizations - Experience supporting sophisticated SaaS, fintech, HR/payroll, SMB platform, or similarly complex performance marketing businesses - Deep expertise across Google Ads, Microsoft Ads, campaign architecture, automation strategies, audience targeting, bidding frameworks, feed management, and enterprise-scale optimization - Strong analytical and problem-solving skills with experience leveraging performance data, GA4, and enterprise analytics platforms to drive strategic decision-making and optimization opportunities - Excellent oral, written, and interpersonal communication skills with the ability to build trust and influence across teams and stakeholders - Ability to operate effectively within fast-paced, highly visible enterprise environments while managing complex stakeholder relationships and competing business priorities - Experience leading large-scale paid search engagements across multiple products, campaigns, audiences, and business objectives simultaneously - Strong track record driving operational rigor, process improvement, and strategic recommendations through data-driven insights and executive-level client communication This employer 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. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

🏢 Summary: Senior Accounts Payable Manager role leading and optimizing multi-entity, multi-state AP operations within a high-growth, acquisition-driven organization. The position oversees compliance, sales and use tax management, ERP initiatives, vendor governance, and acquisition integrations. This is a hands-on leadership role focused on process standardization, automation, and scalable financial operations. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business Administration, or related field, 8+ years of Accounts Payable experience, 3+ years in a leadership role, Experience in multi-entity and multi-state AP environments, Expertise in sales and use tax compliance and retail exemption management, Experience with vendor onboarding, credit applications, and vendor master maintenance, Experience leading ERP implementations or system conversions, Advanced knowledge of AP controls, invoice processing, and month-end close, Experience with ERP platforms (e.g., Ramp, Sage, SAP, Oracle, NetSuite, Microsoft Dynamics) 📃 Skills: AccountsPayable, ERP, SalesTax, UseTax, RetailExemption, InvoiceProcessing, VendorManagement, CreditApplications, MonthEndClose, Reconciliation, InternalControls, Automation, DataMigration, KPI, Reporting, SAP, Oracle, NetSuite, Sage, MicrosoftDynamics, Ramp 🏢 Description: Senior Accounts Payable Manager Co-Founder Roll-Up Environment | Multi-Entity | Multi-State | Sales Tax Expertise About the Opportunity We are seeking a highly motivated and hands-on Senior Accounts Payable Manager to lead and optimize the Accounts Payable function within a rapidly growing, co-founder based organization. This role is ideal for a proven AP leader who thrives in a fast-paced, acquisitive environment and has successfully managed the complexities that come with multi-entity operations, acquisitions, system integrations, and process standardization. This is a role for someone who likes rapid change, enjoys working with a variety of personalities across multiple business units, and isn't easily flustered with changing competing priorities. Location: Remote Reports To: Corporate Controller Key Responsibilities Accounts Payable Leadership - Lead and manage day-to-day Accounts Payable operations across multiple business entities and locations. - Develop, mentor, and manage AP staff while fostering accountability and continuous improvement. - Establish and maintain AP policies, procedures, best practices, and internal controls. - Ensure timely and accurate invoice processing, payment execution, vendor reconciliation, and month-end close support. - Own month-end cut-off and AP process flow, including applying payments and reconciling expense bank accounts. - Oversee invoice coding and credit card syncing. Board Support & Acquisition Integration - Support acquisition onboarding and integration activities. - Lead AP workstreams related to acquisitions and roll-ups. - Standardize AP processes across newly acquired entities while maintaining compliance. - Partner with leadership to implement process improvements and operational efficiencies. Multi-Entity & Multi-State Compliance - Manage AP operations across numerous legal entities and jurisdictions. - Ensure compliance with state-specific regulations and internal governance standards. - Oversee intercompany AP processes and reconciliations. Sales & Use Tax / Retail Exemption Management - Maintain expertise in multi-state sales and use tax requirements. - Manage vendor sales tax compliance and exemption certificate administration. - Ensure proper handling of retail exemption documentation and audit readiness. - Partner with Accounting to address sales tax audits and compliance matters. Vendor Management - Oversee vendor onboarding and vendor master file governance. - Review and approve credit applications and vendor documentation. - Maintain vendor relationships while ensuring adherence to company controls. - Improve vendor payment processes and dispute resolution. Systems & Process Improvement - Lead AP-related ERP implementations, upgrades, and integrations. - Participate in system conversions and data migration projects. - Identify automation opportunities and implement best practices. - Collaborate cross-functionally to streamline workflows and reporting. Financial Close & Reporting - Support month-end, quarter-end, and year-end close activities. - Ensure AP accruals, reconciliations, and reporting are accurate and timely. - Develop and monitor KPIs and dashboards related to AP performance. - Assist with internal and external audits. Qualifications Required - Bachelor's degree in Accounting, Finance, Business Administration, or related field. - 8+ years of progressive Accounts Payable experience, including 3+ years in leadership. - Experience in private equity-backed, acquisitive, or roll-up environments. - Strong experience managing AP across multiple legal entities and states. - Deep understanding of sales and use tax compliance and retail exemption management. - Experience with vendor onboarding, credit applications, and vendor master maintenance. - Proven success leading ERP implementations, system conversions, or AP automation initiatives. - Advanced knowledge of AP controls, invoice processing, payment platforms, and month-end close. - Experience with ERP platforms such as Ramp, Sage, SAP, Oracle, NetSuite, or Microsoft Dynamics. Preferred - Experience supporting growth organizations with multiple entities. - Experience with centralized accounts payable. - Experience with acquisition integrations and post-merger process harmonization. - Service, Construction, and/or HVAC industry support experience. Why Join Us? This opportunity allows you to play a critical leadership role in a high-growth, co-founder backed organization where your expertise in AP operations, acquisition integration, compliance, and process improvement will directly influence scalability and long-term success. You will work alongside senior leadership to build best-in-class financial operations and help shape the future of a rapidly expanding enterprise.

🏢 Summary: Remote Senior Accounts Payable Manager role leading multi-entity, multi-state AP operations in a fast-growing, acquisition-driven organization. The position focuses on optimizing processes, ensuring sales tax compliance, integrating acquired entities, and driving ERP and automation initiatives. This role partners with Finance and Operations leadership to build scalable, controlled, and standardized AP functions. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business Administration, or related field, 8+ years Accounts Payable experience, 3+ years in Accounts Payable leadership role, Experience in private equity-backed, acquisitive, or roll-up environment, Experience managing AP across multiple legal entities and states, Strong knowledge of sales tax and use tax compliance, Experience with vendor onboarding and credit application review, Experience leading ERP implementations or AP automation initiatives, Advanced knowledge of AP controls, invoice processing, and month-end close, Experience with ERP systems (Ramp, Sage, SAP, Oracle, NetSuite, Microsoft Dynamics, or similar) 📃 Skills: ERP, Ramp, Sage, SAP, Oracle, NetSuite, Microsoft, Dynamics, SalesTax, UseTax, APAutomation, InvoiceProcessing, PaymentPlatforms, DataMigration, KPIs, Reconciliations 🏢 Description: Senior Accounts Payable Manager Co-Founder Roll-Up Environment | Multi-Entity | Multi-State | Sales Tax Expertise About the Opportunity We are seeking a highly motivated and hands-on Senior Accounts Payable Manager to lead and optimize the Accounts Payable function within a rapidly growing, co-founder based organization. This role is ideal for a proven AP leader who thrives in a fast-paced, acquisitive environment and has successfully managed the complexities that come with multi-entity operations, acquisitions, system integrations, and process standardization. This is a role for someone who likes rapid change, enjoys working with a variety of personalities across multiple business units, and that isn't easily flustered with changing competing priorities. Reports To: Corporate Controller Key Responsibilities Accounts Payable Leadership Lead and manage the day-to-day Accounts Payable operations across multiple business entities and locations. Develop, mentor, and manage AP staff while fostering a culture of accountability, continuous improvement, and customer service. Establish and maintain AP policies, procedures, best practices, and internal controls to support organizational growth. Ensure timely and accurate invoice processing, payment execution, vendor reconciliation, and month-end close support. This includes understanding the full AP spectrum from credit applications through vendor payment. Own month-end cut-off and accounts payable process flow, including applying payments within the accounts payable system and reconciling expense bank accounts. Oversee invoice coding and syncing credit cards. Board Support & Acquisition Integration Support a co-founder based growth strategy through acquisition onboarding and integration activities. Lead AP workstreams related to acquisitions, integrations, and business roll-ups. Standardize AP processes across newly acquired entities while maintaining compliance with local operational requirements. Partner with leadership teams to evaluate and implement process improvements and operational efficiencies. Multi-Entity & Multi-State Compliance Manage AP operations across numerous legal entities and jurisdictions. Ensure compliance with state-specific regulations, reporting requirements, and internal governance standards. Oversee intercompany AP processes and related account reconciliations. Sales & Use Tax / Retail Exemption Management Maintain expertise in multi-state sales and use tax requirements. Manage vendor sales tax compliance and exemption certificate administration. Ensure proper handling of retail exemption documentation and audit readiness. Partner with Accounting team to address sales tax questions, audits, and compliance matters. Vendor Management Oversee vendor onboarding, new vendor setup, and vendor master file governance. Review and approve credit applications, credit references, and vendor account establishment documentation. Maintain strong vendor relationships while ensuring adherence to company policies and controls. Drive improvements in vendor payment processes and dispute resolution. Systems & Process Improvement Lead AP-related ERP implementations, upgrades, integrations, and optimization initiatives. Participate in acquisition-related system conversions and data migration projects. Identify automation opportunities and implement best practices to improve efficiency and scalability. Collaborate with Finance, Operations, Procurement, and HR teams to streamline workflows and reporting. Financial Close & Reporting Support month-end, quarter-end, and year-end close activities. Ensure AP accruals, reconciliations, and reporting are completed accurately and timely. Develop and monitor KPIs, dashboards, and reporting metrics related to AP performance. Assist with internal and external audits. Qualifications Required Bachelor's degree in Accounting, Finance, Business Administration, or related field. 8+ years of progressive Accounts Payable experience, including 3+ years in a leadership role. Demonstrated experience in a private equity-backed, co-founder based, acquisitive, and/or roll-up environment. Strong experience managing AP across multiple legal entities and multiple states. Deep understanding of sales tax compliance, use tax requirements, and retail exemption certificate management. Experience reviewing and managing credit applications, vendor onboarding, and vendor master maintenance. Proven success leading ERP implementations, system conversions, or AP automation initiatives. Advanced knowledge of AP controls, invoice processing, payment platforms, and month-end close procedures. Strong analytical, organizational, and problem-solving skills. Ability to manage multiple priorities in a dynamic, high-growth environment. Experience with ERP platforms such as Ramp, Sage, SAP, Oracle, NetSuite, Microsoft Dynamics, or similar systems. Preferred Experience supporting growth organizations with multiple entities. Exposure to centralized accounts payable. Experience with acquisition integrations and post-merger process harmonization. Service, Construction, and/or HVAC Industry Support Experience Why Join Us? This is an opportunity to play a critical leadership role in a high-growth, co-founder backed organization where your expertise in AP operations, acquisition integration, compliance, and process improvement will directly influence the company's scalability and long-term success. You will work alongside senior leadership to build best-in-class financial operations while helping shape the future of a rapidly expanding enterprise. EEO Statement We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to legally protected status.