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Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.

Who You Are:

As a DC Planning & Reporting Senior Analyst you will be responsible for facilitating effective decision-making and business operational performance by analyzing metrics and designing reports that impact the planning and distribution center operations. You will collaborate with cross-functional teams for data gathering and analysis, help develop end-user performance reporting to drive improvement opportunities across the supply chain and DC Operations.

The role will be very hands on and entrepreneurial and requires past experience in analytics and warehousing. You are empowered in this role to drive operational performance improvements - identify problems, work with appropriate teams and individuals to determine solutions, and implement those solutions.

What You'll Do:

• Guide business process sessions, foster problem-solving, and conduct analyses with stakeholders. Articulate the outcomes effectively to senior leadership.
• Responsible for leading and driving cross-functional alignment within flow, KPI visualizations, labor planning and actualization to plans, ensuring financial goals are met.
• Establish operational and cross-functional partnerships to strengthen business and strategic project initiatives. Analyze system, operational data, and flow to proactively identify solutions and improvement opportunities and provide recommendations.
• Analyze and assist in the business planning process from a financial perspective for operations: budgeting, target setting, review KPI’s, forecasting, and analysis.
• Collaborate with the Information Technology team to address system issues and document business technical requirements for identified process improvements.
• Manage the extraction and analytics of large data sets to proactively identify improvement opportunities and/or unique issues where analysis of situations or data requires an evaluation of intangibles.
• Develop comprehensive labor plans and scenarios in collaboration with finance, facilities, human resources, and operation teams.
• Field operation requests: develop technical requirements, and/or write SQL to produce desired report/metric/dashboard in MicroStrategy, Power BI or Tableau.
• Anticipate and address operational and strategic requirements proactively, while innovatively improving and creating new metrics, dashboards, and reporting tools to empower effective decision-making.
• Establish strong working relationships across all levels to ensure comprehensive project satisfaction and to effectively manage expectations related to functionality and deliverables.

You'll Need to Have:

• A bachelor’s degree in Business Administration, Analytics, Info systems or related disciplines.
• 3-5 years of experience developing business and/or technology solutions and managing multiple technical consulting projects.
• Ability to read/write SQL
• Experience with Reporting Systems such as Power BI, Tableau, and Microstrategy
• Microsoft Excel expertise
• Demonstrated ability to understand complex information and communicate compellingly to executive leadership and cross-functional teams.
• Excellent Communication Skills
• Nice to Have - Experience with Warehouse and Labor Management Systems, preferably Manhattan

We'd Love to See:

• Analytical and modeling skills as well as the ability to communicate complex ideas and datasets graphically.
• Ability and flexibility to work with multiple systems and produce coherent and exhaustive reporting.
• Excellent critical thinking, project management, analytical, communication, and presentation skills.
• Demonstrate a high level of intellectual curiosity combined with a results-driven mindset.
• Highly self-motivated and strong problem-solving skills including the ability to manage and prioritize multiple projects.
• Ability to combine strong quantitative skills with excellent interpersonal skills.
• Ability to think pragmatically and drive execution of concepts.
• Ability to work in a fast-paced environment.

MK Perks:

• Generous Personal and Vacation Days
• Internal Mobility
• Cross-brand Discount
• Fav 5 Cards (MK Discount for friends and family)
• Exclusive Employee Sales
• Paid Parental leave
• 401k Match

The Company is an equal employment opportunity employer. The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories.

At Capri Holdings Limited, we are committed to providing a fair and accessible recruitment process. If you require a reasonable accommodation for the interview or application process, please contact our Talent Acquisition team at

In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.

About Us:

Michael Kors is a world-renowned, award-winning designer of luxury accessories and ready-to-wear. His namesake company, established in 1981, currently produces a range of products under Michael Kors Collection, Michael Kors, and Michael Kors Mens, including accessories, ready-to-wear, footwear, watches, jewelry, and a full line of fragrance products. Michael Kors stores are operated in the most prestigious cities in the world, including New York, Los Angeles, Chicago, London, Milan, Paris, Dubai, Seoul, Tokyo, Hong Kong, Shanghai, and Rio de Janeiro. In addition, Michael Kors operates digital flagships across North America, Europe, and Asia, offering customers a seamless omnichannel experience.

At the center of it all is a designer who has created an enduring and iconic luxury lifestyle brand with a distinctive point of view and global reach. Michael Kors has a sharp focus on providing his customers with accessories and clothes that are consistently polished, chic, relaxed, and glamorous. Kors has also been the recipient of numerous industry awards and accolades within the fashion industry.

The fashion designer also focuses on giving back. For more than 35 years he has been a passionate supporter of God’s Love We Deliver, a New York-based non-profit organization that cooks and delivers nutritious meals to people living with serious illnesses in and around New York City. In 2013, in a move to broaden his philanthropic efforts, Michael Kors launched “Watch Hunger Stop,” partnering with the United Nations World Food Programme (WFP) to help fight world hunger. Proceeds from annual special-edition products and other targeted initiatives help provide food to children through WFP’s school meals program. To date, Michael Kors has helped WFP deliver over 35 million meals (and counting) to hungry children.

Job Summary:

Our client is seeking a Financial Planning Analyst to join their team! This position is located in Denver, Colorado.

Duties:

• Analyze and reconcile complex financial accounts, ensuring accuracy and identifying key trends
• Prepare comprehensive variance reports with clear, concise annotations, highlighting performance drivers and areas for improvement
• Collaborate closely with operating teams to translate strategic plans into robust financial forecasts and budgets that guide business growth
• Conduct thorough research to evaluate the accounting implications of various approaches, providing valuable insights for informed decision-making
• Confidently present your financial analysis to management, translating complex data into actionable insights that drive business strategy

Desired Skills/Experience:

• 2+ years of hands-on experience in a related financial analysis role
• Thorough understanding of accounting and finance principles, coupled with in-depth knowledge of financial statements
• Excellent verbal and written communication skills, enabling you to clearly articulate financial concepts to diverse audiences
• Proficiency in Microsoft Excel, Word, and PowerPoint is essential
• Working knowledge of popular financial management applications, specifically Essbase, is a plus

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

The approximate pay range for this position starting at $48,000-$70,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

About the Role

Copper Compression is seeking a Supply & Demand Planner to own end-to-end inventory planning, purchasing, and replenishment across all sales channels. This role is the operational backbone of our business—responsible for ensuring the right product is in the right place at the right time across Amazon, Walmart, CVS, and other Food, Drug, and Mass channels, as well as our DTC channel.

This is a high-trust, high-autonomy position. You will work directly with the President, VP of Digital Commerce, VP of Wholesale Sales, and our Controller. We’re looking for someone who is proactive, detail-oriented, consistent, collaborative, and takes pride in getting things right before being asked.

Key Responsibilities

Demand Planning & Forecasting

• Build, maintain, and continuously refine demand forecasts by SKU across all channels, incorporating historical sales data, promotional calendars, seasonal trends, and retailer-specific inputs.

• Develop channel-specific demand plans for Amazon (US FBA), Walmart (replenishment), CVS, Menards, off-price (TJX/Marshalls), Wegmans, Harris Teeter, and Publix.

• Partner with Sales and Marketing to integrate new product launches, promotional events, and retailer commitments into the demand plan.

• Proactively flag demand signals, risks, and variances—surface issues before they become problems.

Supply Planning & Purchasing

• Manage purchase orders and replenishment timelines across domestic and international suppliers.

• Maintain and optimize reorder points, safety stock levels, and lead time assumptions by SKU and channel.

• Coordinate inbound shipments to Amazon FBA warehouses, 3PL partners, and retailer distribution centers.

• Track open POs, shipment statuses, and landed cost inputs; escalate delays or issues immediately.

Amazon FBA & Marketplace Operations

• Own Amazon FBA inventory health: manage inbound shipping plans, monitor IPI scores, track stranded inventory, and ensure replenishment cadence meets velocity.

• Navigate Amazon’s restock limits, storage fees, and policy changes (e.g., barcode/commingling requirements, MCF shipments).

• Work closely with the VP of Digital Commerce on FBA operational execution and troubleshooting.

Multi-Channel Inventory Management

• Maintain a consolidated inventory position across all channels and warehouse locations.

• Allocate inventory strategically based on channel priority, margin profile, and retailer fill-rate requirements.

• Manage retailer-specific replenishment programs (EDI, vendor portals, manual PO workflows).

• Produce weekly inventory and sales reporting by channel—delivered consistently, on time, without being asked.

Reporting & Cross-Functional Collaboration

• Deliver daily/weekly sales and inventory reports to leadership, organized by channel and product category.

• Provide clear, structured data to Finance for cost analysis, margin tracking, and cash flow planning.

• Collaborate with Product on new item setup, packaging timelines, and initial inventory builds.

• Serve as the connective tissue between Sales, Finance, Product, and Operations—ensuring everyone is working from the same numbers.

Required Qualifications

• 5+ years in supply/demand planning, inventory management, or purchasing for a multi-channel consumer products business.

• Deep Amazon FBA expertise: hands-on experience with FBA inbound workflows, restock limits, IPI management, shipment plans, and Seller Central operations.

• Multi-channel retail experience: proven track record managing inventory and replenishment for national retailers (grocery, mass, drug, off-price).

• ERP proficiency: experience working in an ERP system (Fulfil, NetSuite, SAP, or similar) for purchasing, inventory, and order management.

• Advanced Excel/Google Sheets: pivot tables, VLOOKUP/INDEX-MATCH, data modeling, and scenario analysis are second nature.

• Strong analytical mindset: comfortable pulling data, identifying trends, and translating insights into action.

• Excellent communication: ability to work across departments and communicate clearly with leadership, sales, and external partners.

What Sets You Apart

Beyond the technical requirements, we place enormous value on intangibles. The right candidate will bring:

• Ownership mentality — You don’t wait to be told. You see what needs to happen and you handle it.

• Consistency — Your work product is reliable, thorough, and delivered on time, every time.

• Proactive reporting — Reports land in inboxes before anyone has to ask. You anticipate what leadership needs.

• Collaborative demeanor — You work well across departments, handle feedback gracefully, and make the people around you more effective.

• Calm under pressure — Retail timelines are unforgiving. You stay composed, prioritize clearly, and execute.

• Attention to detail — The numbers are always right. The reports are always clean. Nothing slips through.

Business Overview

If you are looking for a people-first organization that can offer you the career you crave, UM is your home. We are the destination of choice for the world's best talent, where every individual is empowered to unleash their limitless potential and do the best work of their careers.

We are always searching for passionate team members who love media and live and breathe our core values ofCuriosity,Courage, and Community. We seek out those who aren't afraid to ask the tough questions, are excited to explore the nuances, and are hungry for personal growth and continuous learning. People who thrive at UM are collaborators by nature who pursue diverse perspectives because they understand that true innovation is driven by inclusivity. As a people-first agency, we provide the information, tools and technology, career development, and empowerment our people need to realize their potential and achieve their career ambitions.

A global media network within the Omnicom family, UM operates in over 100 countries, with 3,000+ people innovating on a roster of powerful brands and our client campaigns have been recognized by the industry's most competitive global showcases like Cannes Lions, Festival of Media Global, and WARC.

As a result of our people-first commitment, UM has been celebrated as a FORTUNE Best Workplace in Advertising & Marketing in the US, aCampaign Best Place to Workin EMEA, a Campaign Asia Diverse & Inclusive Workplace in APAC, a top 3 agency in LATAM by The Effies, and ranked the number one agency in both Canada and MENAT by RECMA.

As Manager, Planning, you'll support the vision and strategic plan for the account, ensuring success across Work Quality, Client Relationships, Financials, and Team Health. You'll play a key role in planning and

executing media strategies integral to their business success and launch industry-leading work that propels the business forward.

* Develop and execute strategic cross-channel communications plans for client assignments in conjunction with internal agency specialty teams

* Supervise development and implementation of targeted, innovative media solutions consistent with media strategies

* Leverage performance and measurement insights to inform plan recommendations and optimizations

* Create external briefing documents aligned with plan parameters, objectives and strategies

* Using syndicated research, pull and compile category trends, audience consumption, partner data and competitive activity, to derive strategic trends and insights to inform partner consideration set and channel mix

* Develop relationships and meet with media partners to share client objectives and priorities and stay up to date on latest offerings

* Keep on top of everchanging media landscape to identify relevant opportunities/solutions and develop POVs

* Leverage planning best practices, media acumen, and understanding of client business to steward planning recommendations and conversations

* Prepare and deliver dynamic presentations to showcase how recommendation meets client brief, objectives, and measurement expectations

* Confident presentation skills in internal and client meetings

* Mastery of syndicated research sources, planning tools, and media math

* Solutions driven with strong trouble shooting skills

* Excellent written and verbal skills

* Well organized and manages timelines with others

* Strong knowledge of industry trends and planning/measurement models

* Understanding of marketing and communications process

* Ability to work autonomously and in a group

Desired Skills & Experience

* 3-5 years of experience in media planning with knowledge of across various channels, national/local scope (to be customized by hiring team)

* Skilled knowledge of Microsoft Office (MS Word, Excel, PowerPoint, etc.)

* Mastery of campaign management, ad serving technology, third-party market research, and cloud-based collaboration tools such as MediaTools, Prisma/MBOX, DCM, Nielsen Ad Intel, Pathmatics, eTelmar, MRI Simmons, comScore, eMarketer, SharePoint, etc.

* Success in managing junior staff and ability to manage up to leadership

Wage and Benefits

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.

The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position, please .

Open date: March 25, 2025

Most recent review date: Monday, Sep 8, 2025 at 11:59pm (Pacific Time)

Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Wednesday, Mar 25, 2026 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

The Department of Landscape Architecture & Environmental Planning (LAEP) at UC Berkeley invites applications for a pool of qualified lecturers to teach courses in the department's BA and Master of Landscape Architecture programs, should an opening arise. This includes the following areas such as (but not limited to): graduate and undergraduate design and planning studios, digital and analog landscape representation, applied environmental science, plant identification and use, landscape construction, landscape grading and drainage, history and theory of landscape architecture and environmental planning, and GIS. Screening of applicants is ongoing and will continue as needed. The number of positions varies from semester to semester (fall, spring, and summer), depending upon the needs of the Department.

General Duties: In addition to teaching responsibilities, general duties include holding office hours, assigning grades, advising students, preparing course materials (e.g., syllabus), and using Cal's electronic resources for course management.

Applicants must hold a Bachelor's degree at the time of application.

Advanced degree or 3 years of relevant professional experience.

For those who are not US citizens or permanent residents, a legal permit that allows work in the United States (such as a US visa that allows employment) is required by the start date of the position. The department is unable to provide a visa/work permit.

Advanced degree; Master's degree (or equivalent international degree) in Landscape Architecture or related field at time of application.

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Statement of Interest - Statement of interest.

  
  
  

  2-6 pages total. Discuss your prior teaching experience in landscape architecture and environmental planning, including your teaching approach and future teaching interests, and specific efforts and future plans to support the success of all students through curriculum, classroom environment, and pedagogy.

  
  

• Portfolio (Max 50MB)

  
  

• Teaching Evaluations - Any available college or university-level teaching evaluations including student comments.
  
  (Optional)

  
  

• 3-5 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley 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, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

• 
  
• Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
  
• Develop new retirement plan services and trust business.
  
• Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
  
• Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
  
• Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
  
• Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
  
• Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• 2+ years of Retirement Plan Services Consulting is required
  
• Bachelor's degree in business, Finance or related field of study preferred
  
• PC, phone system, general office equipment
  
• Proficiency with Microsoft Office applications
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as a bank of choice
  
• In-depth knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PTO & 11 1/2 Paid Holidays
  

Open date: February 16, 2026

Most recent review date: Tuesday, Mar 3, 2026 at 11:59pm (Pacific Time)

Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Monday, Feb 15, 2027 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

The Department of City and Regional Planning at UC Berkeley invites applications for a pool of qualified lecturers and lecturers in lieu of GSIs to teach courses in the undergraduate Urban Studies and Masters of City Planning programs. Screening of applicants is ongoing. The number of available positions varies from semester to semester (fall, spring, and summer), depending upon the needs of the department. Applicants must be authorized to work in the United States at the time of hire. Visa sponsorship is not available for this position.

General Duties: In addition to teaching responsibilities, general duties include holding office hours, assigning grades, advising students, preparing course materials (e.g., syllabus), and using Cal's electronic resources for course management.

Applicants must hold a Bachelor's degree, or equivalent international degree, at the time of application.

Advanced degree OR 3 years of teaching experience in a related field OR 3 years of relevant professional experience.

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Cover Letter

  
  

• Statement of Interest including Teaching Experience - 3-6 pages total. Please include in your statement your teaching approach and future teaching interests, and specific efforts and future plans to support the success of all students through curriculum, classroom environment, and pedagogy.

  
  

• Teaching Evaluations - Any available college or university-level teaching evaluations including student comments.
  
  (Optional)

  
  

• 3-5 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley 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, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and other duties.

• Request data from client and follow up as needed.
• Prepare quarterly and/or annual administration including trust accounting and computer work.
• Respond to client inquiries and develop client relationships.
• Prepare 5500 and ERISA report and accompanying tax forms for each plan.
• Prepare and run the following tests:ADP, ACP, 410(b) and other tests as required.
• Monitor 415 and 402(g) limits.
• Check distributions:Terminations, hardship withdrawals, in-service withdrawals, 70 .
• Check and monitor loan requests and prepare loan paperwork.
• Calculate annual employer profit sharing and year-end or true up matching contributions.
• Monitor incoming receipts of monthly, quarterly and annual information from the client and investment companies.
• Process Plan terminations.
• Review documents prepared by the Documents Team for new and restated Plans to the IRS.
• Review amendments as needed.
• Handle IRS and internal client audits.
• Check work of other Pension Administrators.
• Answer questions of other Pension Administrators.
• Cover for the other Pension Administrators.
• Assist in developing forms, procedures, and other materials.
• Research special questions, new rules and regulations.
• Ensure database reports are current.
• Monitor Plans to ensure compliance with current laws and regulations.
• Consult clients on rules and regulations surrounding the administration of QDROs.
• Be available for on-site client committee meetings and annual reviews.
• Assist the Sales Team with the completion of RFPs.
• Assist the Conversion Team with the set up of new clients.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

• Bachelor's degree in Business Administration or related field required.
• Good customer service, communication, and analytical skills.
• Must be highly organized with an attention to detail.
• Must have solid project management experience and the ability to multitask.
• Must be knowledgeable with computers and have the ability to work well with others.
• A minimum of 3 years related experience necessary, as well as experience in Pension Plan Administration and Retirement Industry knowledge.
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis American Group, part of the Lactalis family of companies, is currently hiring a Supply Chain Planning Intern based in Buffalo, New York. The intern will performs a variety of duties in support of the Supply Chain operations. The intern work across multiple functions of the Supply Chain department (Logistics, Production Planning, Forecasting, Milk Procurement and Customer Service), to execute ideas, solutions and recommendations into systems and processes supporting the focus of the department and company. in this position, the intern will work 25-40 hours/week for duration of one year at the Corporate Offices.

From your EXPERTISE to ours

Key responsibilities for this position include:

• Will provide support to Supply Chain Financial analyst as needed.
• Precise, timely, and professional communication with personnel in various departments.
• Develop and coordinate cross-functional project plans and critical paths by utilizing various planning tools (Stratum, Prism, Excel, and attend periodic team meetings) in order to ensure timely implementation of Supply Chain initiatives.
• Collaborate with internal and external stakeholders to ensure solutions meet business needs
• Develop communication protocol using input from stakeholders, Senior management, and project teams in order to ensure clear understanding of project scope, objectives, performance, and changes.
• Identify and resolve issues and conflicts within and among project teams. Proactively manage changes in project scope, identify potential crisis, and devise contingency plans.
• Will understand and document process improvements and coordinate implementation throughout LAG.
• This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned

Requirements

From your STORY to ours

Qualified applicants will contribute the following:

Education

• The candidate should be currently enrolled or a recent college graduate with a Bachelor's or Master's Degree in Supply Chain, Business, Agricultural Business Management, Economics, or a related field.

Specialized Knowledge

• Candidate needs to have extensive knowledge of Microsoft Office applications in order to integrate activities into various systems.

Skills/Abilities

• Ability to read, to analyze, and interpret general business periodicals, professional journals and/or governmental regulations. Must have ability to write reports, business correspondence, and procedure manuals. Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and analyze data
• Experience working effectively within and without formal lines of authority to accomplish goals.
• Strong proficiency in Microsoft Word, Power Point, Excel, Access, and Project.
• Strong communication and influence attributes, and skills with economic cost/benefit analysis.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

**This internship is expected to start January 2026 and end in January 2027**