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Job Description Job Summary: Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team! As an Analyst in Equity Research covering Life Science Tools & Diagnostics, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience. Corporate and Investment Banking - Research One of the world's most highly respected advisory franchises, J.P. Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions. Job Responsibilities Build and maintain Excel-based models to forecast company financials and project industry dynamics Perform detailed valuation work to support stock recommendations Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage Write research notes on covered companies and sector reports and prepare presentations Build relationships and communicate effectively with internal and external clients, industry experts, and management teams Fulfill client requests in a timely and thorough manner Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product Required Qualifications FINRA licenses Series 86 and Series 87 Two to three years of experience in equity research and/or investment banking Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience Advanced level of proficiency in Excel Ability to multi-task and collaborate within a team environment as well as work independently High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment Passion for the markets and interest in the Life Science Tools & Diagnostics sector Preferred Qualifications CFA charterholder or progress towards CFA Some coding capabilities – e.g., VBA, Python ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About The Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What You'll Do Principal's Global Equity team is searching for an experienced U.S. small- and mid-cap Financials Equity Analyst to join our research team! This candidate will work with a diverse team of portfolio managers and dedicated sector analysts to deliver proprietary research and investment recommendations. Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of industrial companies, with a specific focus on small- and mid-cap (market capitalization under $20 billion) financial sector companies in the U.S. Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and high-conviction qualitative and quantitative insights Partner closely with financial sector team lead, analysts, and portfolio managers to drive outperformance through stock selection while working within the framework of our research process and portfolio constraints Build and maintain detailed financial models to forecast company performance and assess security valuation, incorporating macroeconomic and industry-specific factors Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions Maintain research coverage of existing investments within financials for multiple portfolios Who You Are 5+ years equity investment experience in financials, preferably with at least 2 years on the buyside U.S. small- and mid-cap financials sector research and investment experience Experience across multiple financial sub-sectors, such as banks, P&C and/or life insurance, asset/alternative managers, and diversified financials. Proven track record of generating consistent alpha through actively covered investment recommendations Demonstrated ability to leverage AI-enabled research tools (including agentic AI and coworking tools) to enhance idea generation, due diligence, analysis, and investment decision-making. Ability to distill and communicate industry data and trends into actionable investment insights Skills That Will Help You Stand Out MBA or CFA designation highly preferred Possess best-in-class analytical skills, including extensive knowledge of the financials sector, fundamental company analysis, and financial modeling Highly intellectually curious, with a clear passion for investing and public markets Entrepreneurial mindset; self-starter with a desire to build out an individual franchise within Financials-dedicated team Exceptional written and verbal communication skills Willingness to travel for company visits, conferences, and research Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $141000 - $243000 / year Salary Details We are willing to hire at various levels based on years of relevant experience. The base salary range of $141,000 - $243,000 reflects market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. In addition to the base pay, you are also eligible for an annual bonus based off performance. Base pay estimated ranges for the various Analyst levels are: 5+ years experience: $141,000-$191,0000 8+ years experience: $179,000 - $243,000 The hiring team will decide based upon your experience, what level of Analyst you would be hired into. Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) Locations include New York City, Seattle, Denver, or Des Moines. You'll work with your leader to determine the arrangement which best suits our needs. Check out our global headquarters here: Background Principal Asset Management includes a market-leading, long-only focused equities platform with $161 billion AUM. Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM. Learn more at: www.principalam.com Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. Our conviction is built on differentiated fundamental insights we gather from conducting deep, company-specific research. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is 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, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 9/22/2026 Most Recently Posted Date 9/24/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

What You'll Do Principal's Global Equity team is searching for an experienced U.S. small- and mid-cap Financials Equity Analyst to join our research team! This candidate will work with a diverse team of portfolio managers and dedicated sector analysts to deliver proprietary research and investment recommendations. Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of industrial companies, with a specific focus on small- and mid-cap (market capitalization under $20 billion) financial sector companies in the U.S. Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and high-conviction qualitative and quantitative insights Partner closely with financial sector team lead, analysts, and portfolio managers to drive outperformance through stock selection while working within the framework of our research process and portfolio constraints Build and maintain detailed financial models to forecast company performance and assess security valuation, incorporating macroeconomic and industry-specific factors Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions Maintain research coverage of existing investments within financials for multiple portfolios Who You Are 5+ years equity investment experience in financials, preferably with at least 2 years on the buyside U.S. small- and mid-cap financials sector research and investment experience Experience across multiple financial sub-sectors, such as banks, P&C and/or life insurance, asset/alternative managers, and diversified financials. Proven track record of generating consistent alpha through actively covered investment recommendations Demonstrated ability to leverage AI-enabled research tools (including agentic AI and coworking tools) to enhance idea generation, due diligence, analysis, and investment decision-making. Ability to distill and communicate industry data and trends into actionable investment insights Skills That Will Help You Stand Out MBA or CFA designation highly preferred Possess best-in-class analytical skills, including extensive knowledge of the financials sector, fundamental company analysis, and financial modeling Highly intellectually curious, with a clear passion for investing and public markets Entrepreneurial mindset; self-starter with a desire to build out an individual franchise within Financials-dedicated team Exceptional written and verbal communication skills Willingness to travel for company visits, conferences, and research Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $141000 - $243000 / year Salary Details We are willing to hire at various levels based on years of relevant experience. The base salary range of $141,000 - $243,000 reflects market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. In addition to the base pay, you are also eligible for an annual bonus based off performance. Base pay estimated ranges for the various Analyst levels are: 5+ years experience: $141,000-$191,0000 8+ years experience: $179,000 - $243,000 The hiring team will decide based upon your experience, what level of Analyst you would be hired into. Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) Locations include New York City, Seattle, Denver, or Des Moines. You'll work with your leader to determine the arrangement which best suits our needs. Check out our global headquarters here: Background Principal Asset Management includes a market-leading, long-only focused equities platform with $161 billion AUM. Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM. Learn more at: www.principalam.com Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. Our conviction is built on differentiated fundamental insights we gather from conducting deep, company-specific research. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is 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, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 9/22/2026 Most Recently Posted Date 9/24/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

Overview We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to generate investment ideas and expand the fixed income platform. The Opportunity: As a Research Analyst covering Fixed Income at Fisher Investments, you will support the Investment Policy Committee by ensuring our bond strategies represent our macro investment forecasts and themes. Your understanding of bond markets and enthusiasm for development will propel you in this position and open opportunities for advancement. In this highly impactful role, you will communicate your expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. The Day-to-Day: Examine current and potential holdings and identify bonds likely to outperform selected benchmarks, incorporating our top-down macroeconomic views Support our Investment Policy Committee through performance commentary, by generating investment ideas, and reviewing existing trends and reports on bond holdings Use knowledge of bond categories to understand how market events impact forward relative returns and develop our portfolio themes and views Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales Suggest and implement output, process and system upgrades to enhance team productivity and influence Your Qualifications: 3+ years of experience evaluating different types of bonds (Corporate, Municipal, Asset-backed and Sovereign) Experience supporting client service and sales efforts Offer concise, cogent statements of probability from a diverse selection of possibilities Experience testing and improving current processes Experience interpreting current events into tangible recommendations Experience with data to find fact-based insights Compensation: $80,200 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

What You'll Do Principal's Global Equity team is searching for an experienced U.S. small- and mid-cap Financials Equity Analyst to join our research team! This candidate will work with a diverse team of portfolio managers and dedicated sector analysts to deliver proprietary research and investment recommendations. Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of industrial companies, with a specific focus on small- and mid-cap (market capitalization under $20 billion) financial sector companies in the U.S. Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and high-conviction qualitative and quantitative insights Partner closely with financial sector team lead, analysts, and portfolio managers to drive outperformance through stock selection while working within the framework of our research process and portfolio constraints Build and maintain detailed financial models to forecast company performance and assess security valuation, incorporating macroeconomic and industry-specific factors Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions Maintain research coverage of existing investments within financials for multiple portfolios Who You Are 5+ years equity investment experience in financials, preferably with at least 2 years on the buyside U.S. small- and mid-cap financials sector research and investment experience Experience across multiple financial sub-sectors, such as banks, P&C and/or life insurance, asset/alternative managers, and diversified financials. Proven track record of generating consistent alpha through actively covered investment recommendations Demonstrated ability to leverage AI-enabled research tools (including agentic AI and coworking tools) to enhance idea generation, due diligence, analysis, and investment decision-making. Ability to distill and communicate industry data and trends into actionable investment insights Skills That Will Help You Stand Out MBA or CFA designation highly preferred Possess best-in-class analytical skills, including extensive knowledge of the financials sector, fundamental company analysis, and financial modeling Highly intellectually curious, with a clear passion for investing and public markets Entrepreneurial mindset; self-starter with a desire to build out an individual franchise within Financials-dedicated team Exceptional written and verbal communication skills Willingness to travel for company visits, conferences, and research Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $141000 - $243000 / year Salary Details We are willing to hire at various levels based on years of relevant experience. The base salary range of $141,000 - $243,000 reflects market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. In addition to the base pay, you are also eligible for an annual bonus based off performance. Base pay estimated ranges for the various Analyst levels are: 5+ years experience: $141,000-$191,0000 8+ years experience: $179,000 - $243,000 The hiring team will decide based upon your experience, what level of Analyst you would be hired into. Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) Locations include New York City, Seattle, Denver, or Des Moines. You'll work with your leader to determine the arrangement which best suits our needs. Check out our global headquarters here: Background Principal Asset Management includes a market-leading, long-only focused equities platform with $161 billion AUM. Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM. Learn more at: www.principalam.com Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. Our conviction is built on differentiated fundamental insights we gather from conducting deep, company-specific research. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is 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, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 9/22/2026 Most Recently Posted Date 9/24/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

Responsibilities Essential Functions of the Job Evaluate and make recommendations for investment options within assigned asset class and/or sectors. Provide research coverage of individual equities and assigned sector(s) within the equity portfolio, including ongoing monitoring of company fundamentals, valuation, earnings results, and news, and make buy, hold, and sell recommendations. Contribute to the Team's Capital Market Forecasts, Asset Allocation and other investment team activities. Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software. Interview representatives from investment firms to identify opportunities and risks. Perform returns-based (performance) and holdings-based (attribution) quantitative analysis. Prepare and distribute investment reports that support the business and clients. Attend meetings with senior staff and present research, findings, and analysis as needed. Demonstrate the ability to identify areas of improvement and recommend solutions. Skills/Abilities Excellent organizational skills and attention to detail. Must be proactive about promptly verifying accuracy of assigned tasks. Strong analytical, critical thinking, and problem-solving skills. Proficient with Microsoft Excel. Ideal candidates have experience using portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, and Tamarac. Qualifications Education Minimum 4 Year / Bachelors Degree Bachelor's degree required. Preferably with concentrations or experience in personal financial planning, investment management, business administration, accounting, finance, or banking. Preferred Graduate Degree A Master's Degree is a plus. Provide your feedback on BizChat Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Overview We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to generate investment ideas and expand the fixed income platform. The Opportunity: As a Research Analyst covering Fixed Income at Fisher Investments, you will support the Investment Policy Committee by ensuring our bond strategies represent our macro investment forecasts and themes. Your understanding of bond markets and enthusiasm for development will propel you in this position and open opportunities for advancement. In this highly impactful role, you will communicate your expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. The Day-to-Day: Examine current and potential holdings and identify bonds likely to outperform selected benchmarks, incorporating our top-down macroeconomic views Support our Investment Policy Committee through performance commentary, by generating investment ideas, and reviewing existing trends and reports on bond holdings Use knowledge of bond categories to understand how market events impact forward relative returns and develop our portfolio themes and views Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales Suggest and implement output, process and system upgrades to enhance team productivity and influence Your Qualifications: 3+ years of experience evaluating different types of bonds (Corporate, Municipal, Asset-backed and Sovereign) Experience supporting client service and sales efforts Offer concise, cogent statements of probability from a diverse selection of possibilities Experience testing and improving current processes Experience interpreting current events into tangible recommendations Experience with data to find fact-based insights Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Union Park Capital is a private equity firm based in Boston, MA. The firm has a highly refined buy-and-build strategy focused solely on lower middle-market Industrial Technology companies. Companies in this target sector provide products and services that are utilized in technical, application specific industrial environments. We pursue equity investments of between $10 million and $50 million, generally focusing on businesses with $10 million to $75 million in revenue. The investment strategy focuses on under-managed businesses in fragmented markets where we can partner with management teams to cultivate businesses through a combination of organic growth and careful strategic add-on acquisitions. Union Park Capital is seeking an Analyst to participate in all aspects of the investment process – aiding origination, execution, and portfolio management activities. This is a unique opportunity to break into the fast-paced world of Private Equity where you will gain firsthand experience while being coached by a collaborative team of experienced investors. Analysts will cultivate long-term relationships with seasoned executives to conduct primary research and evaluate prospective industries – ultimately yielding high quality, proprietary deal flow for new platform investments and add-on acquisitions to portfolio companies. Origination efforts will concentrate on key project initiatives in industry segments and deal types. In addition to origination, the analyst will provide assistance in deal analysis, including business diligence, financial modeling, and valuation. Analysts will apply their sound analytical skills as measured by the ability to analyze a business and succinctly communicate the key attributes of the company, the opportunity, and the risks. Qualifications Minimum of a bachelor's degree in accounting, finance, or related field 2+ years in investment banking, private equity, sales, finance, accounting, or similar role Demonstrated competency in financial statement analysis, business valuation, accounting, and finance. Demonstrated ability and interest in working with a small group of investment professionals. Willingness to travel, including internationally.

Mission Statement We are Black Rifle Coffee Company, a veteran-founded company serving premium, fresh-roasted coffee to people who love America. We have a love for coffee, dogs, the outdoors, America, and most importantly, our customers! We are more than a product and more than a company; we are a culture. A culture full of motivated people who roll up their sleeves and get the job done with integrity, love, innovation, and radical transparency. Join us as we take action on our commitment to provide quality coffee and give back to the veteran and first responder communities and those who support it. Job Summary Black Rifle Coffee Company is hiring a VP of Financial Planning & Analysis to lead planning, forecasting, and commercial, supply chain, and marketing finance. This is the senior-most FP&A seat in a publicly traded, coffee-led omnichannel CPG business selling through wholesale retail, DTC e-commerce, Amazon, and company-operated Outposts. The role owns the full planning architecture — long-range plan, annual operating plan, interim forecasts, and consolidated cash flow — is the analytical engine behind capital allocation, trade investment, marketing spend, and M&A, and authors the monthly Board financial package. This job requires a career CPG finance operator who personally commands trade promotion economics, standard cost and manufacturing variance, syndicated consumption data, marketing efficiency, and DTC unit economics. We also expect this leader to run an AI-leveraged function. BRCC is standardized on Claude; the VP is accountable for using it directly, embedding it in the team's standard work, and governing where it is and is not appropriate. Analytical capacity is expected to grow faster than headcount. Job Details Key Responsibilities Planning, Forecasting & Cash Flow Own the Long-Range Plan and Annual Operating Plan across every channel, customer, and function — modeling, scenario construction, and sensitivity analysis supporting strategic direction and capital allocation. Own the monthly and quarterly reforecast cycle with disciplined risks-and-opportunities tracking and a clean walk from prior forecast to current view; establish forecast accuracy as a measured discipline. Partner with Sales, Marketing, and Supply Chain on the demand forecast (IBP / S&OP) and convert unit plans into financial plans. Own the consolidated rolling cash flow forecast with weekly liquidity visibility; model working capital end to end — green coffee commitments, inventory, receivables, deductions, payables — and drive cash conversion improvement against quantified targets. Model capital structure scenarios, covenant headroom, and downside liquidity; own the capex plan and post-spend return validation. Trade Promotion Optimization, Pricing & Channel Finance Plan and govern the trade budget with an ROI mindset: pre-event modeling, post-event measurement, and event-level profitability by customer; serve as business owner and super user of trade promotion management. Optimize the promotion calendar — depth, frequency, mechanic, cadence — against incremental profit rather than volume; oversee deduction management, accrual adequacy, dispute recovery, and clean gross-to-net tie-out. Own Price/Volume/Mix decomposition and lead pricing analysis including elasticity, channel price parity, and margin recovery. Own wholesale P&L analytics — customer profitability, cost to serve, trade rate, fill rate economics — and DTC financial management across the owned site and Amazon: subscription economics, cohort retention and churn, CAC and LTV, contribution margin by SKU, FBA and referral fees, Buy Box, ACoS, and 1P versus 3P mix. Lead new item financials and post-launch review. Standard Cost, Margin & Supply Chain Finance Direct the standard cost system: annual cost roll across green coffee, packaging, labor, and overhead absorption, with clear ownership of assumptions. Drive productivity savings across the supply chain. Own variance analysis — purchase price, usage and yield, labor, absorption — and translate it into operating direction rather than accounting commentary, and own the gross margin bridge at enterprise, channel, and customer level: rate, mix, cost, trade. Support procurement, co-manufacturing, and network strategy, including make-versus-buy; partner with the Controller on inventory valuation and reserves. Marketing Efficiency & Spend Governance Partner with Markeing head to plan and monitor the marketing budget with transparent ROI reporting by channel and campaign. Separate brand investment from performance spends, hold each to the correct measurement standard, and reallocate based on measured return. Syndicated Data, Board & Investor Reporting Translate NielsenIQ, Scintilla, retailer and marketplace portal data into performance insight — velocity, TDP and ACV distribution, share, base versus promoted volume, competitive movement — and use it to pressure-test demand planning assumptions. Author the monthly Board financial package: results versus plan and forecast, revenue and EBITDA bridges, channel and customer performance, cash and liquidity, forward outlook. Support the quarterly earnings cycle with IR and Accounting — guidance modeling, variance narratives, KPI definitions, analyst model reconciliation. Executive materials are causal and quantified: claim, cause, implication. M&A, New Business & Strategic Analysis Lead financial evaluation of M&A and strategic transactions — valuation, DCF and WACC, accretion/dilution, synergy quantification, diligence — and support integration planning and post-close tracking against underwriting. Build the business case for new channels, customers, categories, formats, and partnerships with disciplined go/no-go economics, stage gates, and consistent return criteria (NPV, IRR, payback). Team Leadership & AI-Enabled Finance Lead, develop, and retain a team of five spanning commercial and trade finance, supply chain and cost finance, DTC finance, and corporate planning and reporting. Drive automation to shift the team from reporting production to decision support, and convert AI leverage into measured capacity. Own the AI operating model for finance. BRCC runs on Claude as its enterprise AI platform. This role uses it directly and makes the team fluent in it — it does not delegate AI adoption to IT or wait for a center of excellence. Apply Claude across the analytical workflow — model construction and audit, variance and PVM decomposition, contract review, syndicated data synthesis, Board material drafting, reconciliation of large disparate data sets — and build reusable prompts and standard analytical patterns. Set the control standard for AI use in finance — what may be uploaded, what requires human verification, how AI-assisted work is documented. No AI-generated figure reaches an external audience without a human tie-out. Education And Skill Requirements Bachelor's degree in Finance, Accounting, or Economics; MBA and/or CPA preferred. Expert-level financial modeling in Excel; working experience with ERP (NetSuite). Minimum of 15+ years of experience in progressive finance, spanning public and private company environments and both large-scale and small or high-growth organizations. Consumer packaged goods experience is required. Food and beverage strongly preferred. Demonstrated leadership of an FP&A function with direct people-management responsibility. High proficiency — personally, not through oversight — in each of the following: trade promotion optimization and TPM systems, including deduction management; standard cost and manufacturing variance analysis; marketing efficiency and media ROI; wholesale and DTC economics across owned e-commerce and Amazon; PVM and net revenue management; NielsenIQ, Scintilla, and syndicated data; cash flow forecasting; Board materials; and M&A evaluation. Demonstrated, hands-on use of AI in a finance function — not conceptual interest. Candidates must be able to describe specific work they have produced with an AI assistant, what it accelerated, and where they caught it being wrong. Experience with a comparable platform is acceptable; unwillingness to work this way is not. Judgment on where AI is appropriate and where it is not — data handling, materiality, and verification required before AI-assisted output supports a Board, audit, or public disclosure. Ability to operate with incomplete information, form a view, and defend it to the CEO, CFO, and Board. Public company experience supporting SEC reporting, guidance, and internal controls. Multi-channel experience — FDM/retail, club, DTC, marketplace, foodservice — in a commodity-exposed business where input cost volatility drives margin planning. Direct experience with Claude in a business setting — Claude for Excel, document and contract review, or agentic workflows — and a track record of deploying AI across a team and measuring the productivity result. BI proficiency (Power BI, Tableau) and comfort in the underlying data; prior experience integrating an acquisition or standing up finance in an acquired business. Position Type/Expected Hours Of Work/Physical Requirements This is a full-time position and may require long hours and may require weekend and nights work per events. Travel Requirements: 30-40% While performing the duties of this job, the employee is regularly required to stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment. Specific vision abilities required by this job include close vision requirements due to computer work. Light to moderate lifting is required. Ability to uphold the stress of traveling. Regular, predictable attendance is required; including quarter-driven hours as business demands dictate. Moderate noise (i.e. business office with computers, phone, and printers, light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period. Compensation Disclosure The anticipated base salary range for this position is listed below. Actual compensation will be determined based on several job-related factors, including the candidate's relevant experience, skills, qualifications, internal equity, geographic location, and business needs. This range represents the Company's current good-faith estimate of the compensation expected to be offered for this position at the time of posting. It does not include the value of benefits, bonuses, incentives, equity, or other forms of compensation that may be available, as applicable. The Company reserves the right to modify this range in the future based on changing business or market conditions. VP Agency Disclaimer Black Rifle Coffee Company does not accept unsolicited resumes from staffing agencies, search firms, or third parties. Any resume submitted in the absence of a signed agreement will become the property of Black Rifle Coffee Company, and no fee will be paid. Please do not contact our team regarding recruiting services.

About Us Defining the New Modern Founded by Andrew Rosen in 1997, Theory revolutionized the contemporary market with its concept of the urban uniform, a modern edit of elevated essentials. The Fast Retailing acquisition of Theory in 2004 spurred global expansion of the brand; today, Theory operates 221 freestanding stores worldwide. The launch of e-commerce in 2010 and collaborative relationships with department and specialty stores continue to position Theory as a continually expanding international omnichannel phenomenon. A leader in Fast Retailing Group's dossier, Theory balances luxury with accessibility in collections with integrity known for their precisely tailored silhouettes and exceptional fabrics. About the Role We are seeking an accomplished and self-directed Manager, Financial Planning & Analysis to join our team. This is a highly visible role that sits at the center of financial decision-making for a multi-channel retail business spanning Brick & Mortar, E-commerce, and Wholesale. The Manager will serve as the trusted lead of Financial Planning & Analysis owning the full FP&A cycle -- from the annual budget, which links to strategic goals, through to weekly forecasts and the monthly close. The ideal candidate is a proactive, intellectually curious finance professional who does not wait to be directed – they identify the question before it is asked, build the model before it is requested, and drive the conversation with facts and analysis. They bring a structured professional services-caliber approach to financial analysis, paired with the commercial instincts that come from experience in a multi-channel consumer or retail environment. This role works closely with many cross-functional business partners daily, requiring effective communication, organizational and interpersonal skills. Key Responsibilities Financial Planning Cycle - Budgeting, Forecasting and Close Own the budget and mid-term plan process across the P&L, partnering with business leaders to set targets, align assumptions and consolidate channels into an enterprise view; lead deliverables preparation. Lead weekly re-forecasting using a driver-based approach that connects operational metrics to P&L outputs, proactively surfacing risks and opportunities with clear supporting rationale. Build and maintain integrated financial models that connect operational drivers to P&L outcomes, enabling scenario and sensitivity analysis. Coordinate month-end close activities including financial validation, accrual support preparation, and reconciliation of results in close partnership with the Accounting team. Financial Analysis & Business Insights Deliver high quality variance analysis against budget, forecast and prior year – consistently going beyond the 'what' to surface the 'why' and 'so what.' Analyze Net Sales, Gross Margin, SG&A and Operating Profit across channels and cost centers, identifying trends, inefficiencies, and margin expansion opportunities. Conduct ROI, sensitivity, and scenario analysis to support decisions and strategic trade-offs presented to the leadership team for all investments including, but not limited to, Marketing. Build and maintain recurring management reporting packages that translate financial data into an actionable narrative. Executive Reporting & Business Partnership Serve as the primary FP&A business partner to commercial and operational leaders across all channels, embedding financial rigor into channel-level decisions. Translate complex financial outputs into concise executive narratives for audiences at all levels, including non-finance leaders. Facilitate cross-functional alignment on financial targets and operating assumptions across channels and business units. Process Improvement & Financial Systems Identify and lead initiatives to improve forecast accuracy, streamline workflows and reduce planning cycle time. Drive standardization of financial models, reporting templates, and planning processes to improve scalability and consistency. Support systems upgrade through design, testing and implementation. Team Leadership & Development Directly manage and mentor FP&A Analyst, setting ambitious standards for quality, rigor and ownership. Create an environment where team members are challenged to grow their modeling, communication, and business partnership skills. Model the behaviors of a self-directed finance professional, setting the tone for proactivity, precision, and follow-through within the team. Skills & Qualifications Required Bachelor's degree in Finance, Accounting, or Business Administration with concentration in Finance. CPA, CFA, or MBA strongly preferred. 5+ years of progressive FP&A experience including a minimum of 2 years in a people management or team lead capacity. Retail Sales and Margin Planning experience a plus. 1+ years of experience at a professional services background required; Big 4 accounting firm, management consulting firm, or financial advisory practice is essential to success in this role. Experience of having worked in a similar role in a retail organization. Must be a highly meticulous, self-starter with strong organizational, analytical and problem-solving skills. Advanced Excel, driver-based modeling skills; Copilot, Word and PowerPoint experience preferred. Strong knowledge of financial and accounting concepts, including accruals. Proven ability to work independently, manage multiple competing priorities under deadline pressure, and drive work to completion without close direction. Exceptional analytical, communication and interpersonal skills, with the credibility to present to and influence senior executives. Experience with system implementations, including quality assurance and testing. Prior project management experience – demonstrated ability to lead cross-functional finance initiatives, manage workstreams with multiple stakeholders and deliver on time against a defined scope. Salary: $140,000-150,000 per year The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, Theory LLC does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. Ensure your Theory job offer is legitimate and don't fall victim to fraud. Theory never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from a Theory or sister company email address. For added security, where possible, apply through our direct job posting.

Eagle Fire is a trusted leader in fire protection and life safety services. Since 1987, we have provided comprehensive fire sprinkler, fire alarm, suppression, inspection, and service solutions designed to protect lives and property. As we continue to grow, we are looking for talented professionals who share our commitment to integrity, accountability, and exceptional service. What We Offer Competitive compensation PTO 10 paid holidays Medical, dental, and vision insurance Life insurance Short-term and long-term disability insurance 401(k) with company match Professional development and growth opportunities Position Overview The FP&A Manager will serve as a strategic finance business partner to Eagle Fire's Operations and Sales teams and a key contributor to the Financial Planning and Analysis function. This hands-on individual contributor will own the analysis, financial modeling, and reporting that support monthly operating reviews, quarterly Board reporting, forecasting, and budgeting. The FP&A Manager will also provide guidance and mentorship to FP&A Analysts while helping regional and functional leaders understand performance trends, profitability drivers, and opportunities for improvement. Reporting to the Director of FP&A, this position will design and maintain the financial models, data structures, and technology-enabled workflows supporting the company's reporting and planning processes. The ideal candidate combines strong financial expertise with the ability to translate complex information into clear, actionable business recommendations. Key Responsibilities Serve as a finance business partner to Operations and Sales leadership, providing financial insights and recommendations that support business performance and decision-making. Lead continuous improvement efforts to enhance the accuracy, timeliness, and efficiency of operational reporting, forecasting, and budgeting processes. Use Planful, Power BI, AI tools, and other technologies to automate manual workflows and improve reporting capabilities. Lead monthly and quarterly analyses of contract portfolio performance, including performance bridges, trends, renewals, and retention metrics. Identify profitability drivers and translate financial and operational analyses into actionable recommendations. Assemble the monthly operating review presentation and quarterly Board presentation, including supporting schedules, performance commentary, and leadership-ready insights. Develop and maintain forecast and budget models, reporting packages, and bridge schedules. Coordinate the collection, validation, and consolidation of forecast inputs from Operations and Sales teams. Prepare financial models and pro forma analyses in support of mergers and acquisitions. Support the integration of acquired companies into Eagle Fire's forecasting, budgeting, and reporting processes. Perform ad hoc financial and operational analyses as business needs arise. Mentor FP&A Analysts by providing guidance, coaching, and quality review of work products. Build clear, well-documented financial models and reports that can be effectively maintained and used by others. Required Qualifications Bachelor's degree in Accounting, Finance, or a related discipline. At least four years of progressive FP&A experience. Strong understanding of generally accepted accounting principles, financial accounting policies, and financial reporting practices. Advanced Excel skills and demonstrated financial modeling experience, including three-statement and pro forma modeling. Demonstrated ability to partner with business leaders, interpret financial results, identify performance drivers, and convert findings into actionable recommendations. Strong analytical and problem-solving skills, with the ability to explain complex financial information to non-financial audiences. Excellent attention to detail and the ability to work with complex datasets. Strong written and verbal communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Ability to develop organized, well-documented models and reports that can be maintained by others. Preferred Qualifications Experience with job costing, backlog reporting, contract analysis, and M&A pro forma modeling. Experience using enterprise performance management platforms such as Planful or Solver. Experience with Power BI and other data visualization or business intelligence tools. Experience applying AI or automation tools to financial reporting, forecasting, or budgeting processes. Experience working in a private equity-backed, construction, field service, or contract-based business. Experience mentoring or providing technical guidance to junior analysts. Physical Requirements Ability to remain seated for extended periods. Ability to use a computer, telephone, and other standard office equipment. The pay range for this position is $100,000.00 to $130,000.00. Actual compensation will be determined based on relevant experience, skills, certifications, education, internal equity, and market data for comparable roles. The published range represents our expected hiring range for candidates who meet the requirements of the role. While most offers will fall within this range, we may consider compensation outside the published range in exceptional circumstances where a candidate's experience and expertise would bring significant additional value to the organization. Eagle Fire is committed to providing employment opportunities to qualified applicants and team members without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.

About JETSET Pilates Franchising At JETSET Pilates Franchising, we are scaling a premium, data-driven franchise platform in the boutique fitness space, built around Modern Pilates studios and a rapidly expanding national footprint. Our business model combines brand-led growth with disciplined financial management, supporting franchise partners through rigorous site economics, unit-level performance analytics, and systemwide forecasting to drive sustainable expansion. We operate in a high-growth, entrepreneurial environment where financial insight directly informs strategic decisions across development pacing, capital allocation, pricing, and margin optimization. The Financial Analyst will play a critical role in transforming operational and financial data into actionable intelligence that guides leadership, supports franchisee success, and underpins our next phase of growth. Position Overview The Financial Analyst will own core FP&A execution for JETSET Pilates Franchising, partner closely with Accounting to support strong controllership and accurate financial reporting, and drive actionable insights for leadership and franchise partners. This role sits at the intersection of financial planning, operational performance, and strategic decision-making, translating data into clarity across development pacing, unit economics, and company-wide performance. Key Responsibilities Financial Planning, Analysis & Controllership Partnership: Support financial forecasting and budgeting processes through data-driven insights Month-end close process execution and ownership to a high degree Work with Accounting partners to ensure controllership priorities Conduct ad-hoc financial analyses to address specific business questions Create financial dashboards and reports to track key performance indicators Help oversee invoice, payment, and other processes for controllership and proper general ledger coding Data Management and Analysis: Collect, clean, and organize data from various sources to ensure accuracy and reliability Track departmental KPI's on a weekly/monthly, and quarterly basis Evolve and support company data dashboard Develop and implement data analysis processes to identify trends, patterns, and opportunities Company and Departmental Analysis: Leverage financial and operational data to provide insights on business drivers and downstream impacts Identify operational inefficiencies through data analysis Support franchise performance evaluation with standardized metrics Marketing Examples: Evaluate the effectiveness of marketing campaigns and sales promotions using relevant metrics; analyze customer acquisition costs, retention rates, and lifetime value; provide recommendations to optimize marketing spend and improve campaign performance Reporting and Visualization: Create comprehensive financial reports and visualizations to communicate findings effectively Use the company's financial and accounting tools to build, refine, and expand JETSET's custom financial reports and dashboards, delivering clear insights on unit and system performance Collaborate with BI team members on dashboards for various stakeholders Present complex data in an accessible format for non-technical audiences Cross-Functional Collaboration: Partner with departments across the organization to build financial modeling and help them understand the financial drivers and outputs of their business Translate business questions into analytical financial frameworks Communicate insights and recommendations to drive business decisions Partner with department leaders and executive leadership to align FP&A outputs with strategic priorities and operating decisions Continuous Improvement: Stay current with industry trends and best practices in finance and accounting Recommend and implement improvements to finance and accounting processes, data construction and storage, and analysis processes Identify opportunities for automation and efficiency in reporting workflows What You Need To Be Successful To excel as a Financial Analyst at JETSET Pilates Franchising, you will need to embody several key qualities and skills that align with our dynamic and fast-paced startup environment: Analytical Mindset: Strong problem-solving abilities with attention to detail and accuracy Technical Proficiency: Expertise in Excel and data modeling, and proficiency in SQL and business intelligence tools Communication Skills: Ability to translate complex data findings into clear, actionable insights Adaptability: Thrive in a rapidly changing environment where priorities may shift quickly Self-Motivation: Proactive approach to identifying opportunities for data-driven improvements Collaborative Spirit: Work effectively with cross-functional teams to achieve shared objectives Business Acumen: Understanding of how data insights connect to business outcomes Time Management: Efficiently manage multiple projects and competing priorities Requirements Education: Bachelor's degree in Finance, Accounting, Business, Economics, or related field Experience: Minimum of 3 years of experience in finance, accounting, or business intelligence Technical Skills: Advanced Excel, proficiency in SQL, and experience with BI tools (such as Tableau, Power BI, or Looker). Experience with Quickbooks, Qvinci, or Mindbody is a plus Data Modeling: Advanced Excel experience, SQL, or similar modeling basis Programming: Knowledge of Python, R, or similar programming languages is a plus Communication: Excellent written and verbal communication skills and the ability to work cross-functionally with different teams Problem-Solving: Strong analytical and critical thinking abilities Industry Knowledge: Experience in franchise, retail, or fitness industries is a plus JETSET Pilates is an equal opportunity employer. We celebrate diversity and are committed to creating an inviting work environment for all team members. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. What We Offer Competitive compensation, performance-based incentives, and growth opportunities 75% contribution to comprehensive individual health plan; plus dental, vision, life, and pet insurance options Up to 4% match to 401(k) plan with no waiting period Flexible fitness & wellness membership Paid time off and company holidays A culture that values innovation, ownership, and excellence Opportunity to join a dynamic team in a rapidly growing company A collaborative, supportive work environment where your contributions are valued and recognized Professional development opportunities to enhance your skills and advance your career