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Incls but not limited to: Conducting alpha research on both short-term & long-term forecast models to identify & exploit trading oppties using various strategies.
Company "Hybrid" work attendance policy: In-office work attendance req'd at aforementioned office address for collaboration days based on each team's req't; telecommuting / working from home is permissible for remainder of same month.
Must have Master's or equiv in Fin, Stats, Math, CS or rel field; OR Bachelor's or equiv in Fin, Stats, Math, CS, or rel field & 1 yr exp in quantitative research or rel exp.
Skills req'd incl but not limited to: Must have demonstrated knowl w/ cleaning, modifying, & analyzing lrg-scale datasets ( using advanced data analysis techniques & tools, such as distrib.
computing tools incl PySpark, dbase mgmt tools such as SQL.
Rate of pay: $165,000
- $325,000/yr (may also be eligible for other forms of compensation & benefits).
For specific job duties, req'ts, & benefits, & to apply, visit & apply to Job #13775.
JobiqoTJN.
Keywords: Quantitative Researcher, Location: New York, NY
- 10060
Location: Minneapolis/St. Paul, MN
Hourly Range: $30-32 per hour DOE
Salary and Benefits:
- Health/Dental/Vision options for employee and family
- 401k with up to 5% Company match
- Company provided Life, AD&D, and Long-Term Disability Insurance, DOT Physicals
- Eligibility for Quarterly Safety Bonuses up to $5000/year
- Health Savings Account with wellness program contribution eligibility up to $1,000/year
- Paid time off and paid holiday time
- Paid parental leave
- Employee Assistance Program
- Uniforms and safety equipment provided
- Paid on the job training, professional development opportunities
Qualifications:
- Valid Class A CDL
- Tanker, Hazmat endorsements preferred (not required at time of application, but required at time of hire)
- Current DOT Medical Card required at time of hire
- Clean driving record
- TWIC preferred, but not required
- Must be able to satisfactorily complete a pre-employment DOT drug screen and background check
Skills and Abilities:
- Must be able to drive manual transmission
- Ability to drive/work in all traffic and weather conditions
- Able and willing to work up to 14-hour days, 70-hour weeks
- Proficient verbal communication skills and the ability to listen, understand and follow directions
- Attention to detail and high level of accuracy
- Ability to manage priorities and workflow
- Ability to make timely, safe, and sound decisions
- Flexibility to work within constantly changing priorities
- Ability to do basic math
- Ability to work independently and in a team environment in a professional manner
Summary of Responsibilities:
- Transports and delivers loaded and empty tanker, bulk, semi & van trucks in a professional, safe, efficient, timely and legal manner.
- Hooks and unhooks trailers, operates pumps and valves to fill tanks using various hoses, nozzles, and fittings.
- Ensures all products, hoses and other tools are secured using approved securing method, such as tie downs, straps, etc.
- Conducts pre-trip and post-trip safety inspection of truck, trailer, and equipment. Reports all concerns, defects, incidents, or damage immediately.
- Keep trucks and equipment clean and maintained, reports any issues immediately.
- Provides excellent customer service to our customers and ensures accuracy and timeliness of deliveries. Monitors key performance data to anticipate customer service issues and opportunities, reports issues to supervisor, and follows up in a timely manner.
- Represents the Company to our customers, the public, and the trucking industry in a professional manner always.
- Coordinates with management, dispatchers, customers, and fellow employees in a professional manner to ensure customer fulfillment, and address and resolve issues or concerns.
- Maintains a positive working relationship with management, dispatchers, customers, and fellow employees to ensure customer's needs are met.
- Accurately completes all required paperwork, working hours, or vehicle service/repair status and maintains records required under Company, State and Federal Laws and Regulations.
- Always demonstrates safe work and risk management practices; communicates, enforces, and reports all safety and security issues or incidents. Utilizes uniforms and PPE appropriately, and follows driving rules and laws.
- Ensures confidentiality of data collection and storage.
- May assist in warehouse or other related duties as required including loading/unloading of product using hand trucks, forklift, pallet jacks, etc.
- Sets priorities to plan/complete work assignments, coordinates with others to meet deadlines.
- Performs other duties as assigned.
Physical Demands:
- Regularly required to sit, stand, kneel, stoop, bend, climb stairs and ladder
- Regularly required to lift, pull, push, and carry
- Tasks are performed both inside and outside and may include exposure to extreme temperatures and weather conditions, vapors/fumes/chemicals, and noise for extended periods of time
- Must be able to maintain DOT Medical Card
We thank all candidates in advance for their interest, however only those being considered will be contacted.
Parkland USA is an Equal Employment Opportunity Employer.
Please note that final candidates for this position will be required to undergo a confidential pre-employment background check which may include but not be limited to educational, criminal, credit, drug and alcohol and/or Fitness for Duty testing.
Job Summary
As our Information Technology (IT) Specialist, you'll be part of the reliable team behind the scenes—ensuring computers, hardware, software, mobile devices, networks, servers, and more run at peak performance every single day. You'll set up workstations and software so new hires hit the ground running, keep login credentials secure and up-to-date in our databases, and deliver fast, friendly support that keeps our teams productive and smiling. Efficiency, diligence, and accuracy are your strengths, and our IT Team is all about being the dependable force that powers the entire company.
Key Responsibilities
- Coordinate trainings with the HR Team for new hires.
- Prepare for IT updates and trainings
- Work with IT Team to ensure everything is setup and ready for new hires
- Organize, manage, and update support tasks
- Ensure IT Department is efficient and responding to tasks quickly
- Manage asset tracking to ensure all devices are enrolled
- Organize, manage, and update login credentials, asset tracking, etc.
- Provide user support.
- Educate users on company software.
Role Requirements
- A genuinely pleasant, polite, and professional attitude
- Outstanding interpersonal skills and excellent written/oral communication
- Top-notch organizational abilities and laser-sharp attention to detail
- Proficiency with company software.
- Preferred: Bachelor’s degree or higher in a related field.
- Bonus: You thrive in solving a tricky issue and knowing your work keeps the whole company connected and moving forward.
Ready to be the calm in the tech storm? Join our IT Team and keep everything running seamlessly. You are the reliable backbone behind every login, laptop, and jobsite device —come make efficiency look effortless with us!
We are an Equal Employment Opportunity company (EEO).
For over 30 years, New Season Treatment Centers have been a leading national health care service provider of outpatient treatment centers that specialize in providing safe, quality and best in class care for individuals living with Opioid Use Disorder ("OUD").
Operating in over 70 treatment centers in multiple states, our team members are engaged in medication-assisted treatment, counseling, support, and care management of individuals living with OUD. We treat the whole person and, in so doing, address the underlying causes of OUD in an effort to provide a continuum of care that not only addresses treatment needs but supports the patient on their journey to recovery.
Job Summary:
Oversee the daily duties of clinicians to ensure compliance with local, state, and Federal Regulations, as well as CMG, LP policy and procedures. Work collaboratively with leadership to promote the development of counseling skills and quality of care for patients.
Essential Functions:
* Ensure compliance with all Local, State, Federal, and Colonial Management Group, LP rules, and regulations and to do so within the allocated budget for the clinic
* Keep Colonial Management Group, LP informed, through the Program Director or Regional Director, of any significant treatment events which occur in their respective area and make prudent recommendations to address the same.
* Provide or assist with quarterly quality assurance program reviews.
* Assist in achieving and maintaining three-year accreditation status through recognized accrediting bodies.
* Provide reports as requested.
* Provide clinical supervision to clinical staff as required.
* Reviews, signs, and dates all appropriate documentation required.
* Documents patient progress through counseling and interaction through groups.
* Reports patient abuse, neglect, and exploitation as required.
* Assists in monitoring all patient activities on center premises.
* Actively participates in community relations activities as directed and authorized.
* Ensures the reading and understanding of the Policy and Procedures Manual.
* Ensures compliance with 42 CFR Part 2 (Federal Confidentiality Regulations) and 45 CFR, Parts 160 & 164 (HIPAA)
* Is responsible for obtaining or maintaining proper licensure and/or certification according to specific state requirements.
* Actively participates in preparation for surveys and inspections conducted by CARF, the State, DEA, Board of Pharmacy, and any other agency site visits as dictated by the state laws or regulations.
* Participates in all staff meetings
* Ensures compliance with local, State, Federal, and Colonial Management Group, LP rules, regulations and policies.
* Always acts in the best interests of the program and company; honors, supports, and protects the propriety data and rights of the company.
* Performs other tasks as assigned.
Other Responsibilities:
* Minnesota Staff Only: Responsible for completing Freedom From Chemical Use Form
Supervisory Responsibilities:
(Scope of the person's authority, including a list of jobs that report to this job).
Provides Clinical Supervision
Essential Qualifications:
(To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the competencies (minimum knowledge, skill, and ability) required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
Education/Licensure/Certification: Bachelor's Degree in a related field and licensure and/or certification as needed per individual state requirements. Master's Degree in a related field preferred.
Required Knowledge: Understanding of Opioid Addiction and Medicated, Assisted Treatment services. Knowledge of general counseling practices, Federal Confidentiality Law, HIPAA, and privacy practices. Must be computer literate with basic knowledge of Microsoft Excel and Google products.
Experience Preferred: Minimum of two (2) years of management experience. Minimum of one (1) years experience in substance abuse or related field
Skill and Ability: Must possess excellent verbal and communication skills with the ability to multitask. Demonstrate organizational skills and attention to detail. Proven leadership and time management skills. Must be reliable.
Physical Demands/Work Environment:
(The physical demands and work environment characteristics 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.)
Finger Dexterity: Use primarily for writing, operating calculator, telephone, keyboard, and other office equipment.
Talking: Ability to communicate with patients and fellow employees.
Hearing: Ability to hear normal conversations and receive ordinary information.
Vision: Average, ordinary, visual acuity necessary to observe patients and work on the computer. Clear vision at 20 inches or less and distant vision at 20 feet or more.
Physical Strength: Sedentary work; sitting much of the time. Ability to lift up to 10 pounds. Movement such as standing, walking, and occasional bending or reaching is required. Exerts up to 10 pounds of force occasionally.
Working Conditions:
(The working conditions 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.)
* Ability to operate in an open work area with moderate everyday noise.
Mental Activities:
(The mental activities 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.)
Reasoning Ability: Ability to resolve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. Ability to maintain confidentiality.
Mathematics Ability: Basic math skills required.
Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, employees, patients and the general public.
Job or State Requirements
Bachelor's degree and CAP certification or Master's degree and MCAP certification
Ready to build a career with a company that's leading the foodservice industry? Join the US Foods Team!
**US FOODS DRIVERS EARN UP TO $130K IN THEIR FIRST YEAR!**
**$15,000 RETENTION BONUS FOR ELIGIBLE NEW HIRES! **
Schedule: Monday - Saturday, w/two days off (must work Saturdays)
Dispatch times are between 12:00 AM & 5:00 AM
Benefits Begin Day 1! Medical, dental, vision, 401K, life insurance, strong safety culture, and much more! Excellent local leadership.
US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.
Main Ingredients of the Job
Safely drive trucks to customers and meet scheduled customer delivery times
Carefully unload products from the trailer with a two-wheeler, pallet jack, or by hand and place in designated customer storage areas
Verify accuracy of delivery with customers and obtain proper signatures
Handle collections and payments from customers when applicable
Professionally perform customer service responsibilities to enhance our client experience
Perform all pre-trip and post-trip equipment inspection
Physical Requirements
Ability to lift/carry/push/pull 20 to 80+ lbs. of product repetitively during each shift required
Comfortable driving and working in inclement weather conditions with frequent stops (10+ per shift) required
What You Bring to the Table
Register to the FMCSA Clearinghouse*
Must be at least 21 years of age
Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications
Minimum of six months commercial driving experience (any industry) OR three months commercial driving experience in the food and/or beverage delivery industry required
Ability to operate manual transmission preferred; may be required in specific locations
Must be able to read and communicate in the English language - able to hold a conversation, to understand highway traffic signs and signals, to respond to official inquiries, and to enter information on reports and records.
Why US Foods
US Foods® helps our customers Make It, with products and services that shape the communities where we live and work. Opportunities in our company abound for skilled, forward-thinking associates.
Great drivers are crucial to the US Foods® team and one of the important faces of our organization. On and off the road, our drivers strive for integrity and reliability, while building trusting relationships with customers.
At the foundation of those efforts are our cultural beliefs, the pillars that define our work ethic, collaborative spirit and service. Together we help our customers make it, but we also believe in helping our drivers make it!
At US Foods®, we are committed to Total Rewards that respect and reward our associates for their dedication and hard work.
*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.
Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $34 and $39. This role will also receive overtime compensation and shift differential where applicable.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here:
Ready to build a career with a company that’s leading the foodservice industry?
US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.
We are looking for Class A Driverswho are flexible and and open to making multi-yard trips to get route started. These Drivers relish the chance to push their potential, grow and reap the rewards of joining the US FOODS® family. This would require commute/travel to various assigned yards located in Oregon to get the routes started. [commute/travel times may vary]
We help YOU make it! Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law.
The expected base rate for this role is between $30.31 and $33.68 per hour.
As applicable, this role will also receive: overtime compensation.
SCHEDULE : Early morning start times
Start times may vary based on route assignment
Start times range between 1am - 6am
Monday - Saturday availability
Average work week is 4 or 5 days
Route assignments are covering multiple yards located in Oregon
Routes may alternate on a weekly basis
Schedules may include weekends
EXCELLENT BENEFITS: Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance.
MILEAGE REIMBURSEMENT
HOTEL PAID PER ROUTE ASSIGNMENT NEEDS
MEAL ALLOWANCE / PER DIEM
Main Ingredients of the Job
As a US FOODS® Delivery Driver, you will be critical to the US FOODS® team and one of the important faces of our organization. As a Delivery Driver, you will have an impact on our customers by delivering our meats, produce, frozen goods, groceries, dry goods, equipment, and supplies to their drop-off sites. Your efforts are the foundation that defines US FOODS® success based on our pillars of cultural beliefs, work ethic, collaborative spirit, and service.
Deliver best-in-class Customer Service.
Deliver customers’ orders to meet scheduled delivery times and keep productivity.
Unload products with a hand truck and place items in the customer storage area.
Able to perform repeated, manual heavy lifting of items up to 80 pounds.
Make frequent stops during a work shift.
Deliver product in inclement weather conditions.
Verify delivery of items with customers.
Collect money (cash or checks) where needed.
US FOODS® has a lot to offer:
Local routes (some overnights required)
Work Schedule is starting in the early morning until finished.
US FOODS® is the company built on YOU Matter, where your hard work is rewarded.
We are committed to compensation, and benefits that respect, and reward our employees for their dedication and hard work.
Paid Training AND Paid Overtime
Service recognition and employee rewards
Excellent Leadership
What you bring to the table
Must be at least 21 years of age.
Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications.
High school diploma or general education degree (GED) preferred.
Valid U.S. driver’s license issued by the state of legal residence with proper endorsements if required
No more than two convictions in the past two-year period for traffic violations, no DUI convictions in the past three years, no driver’s license suspensions in the past three years.
Minimum of six months of commercial driving experience (any industry) OR three months of driving experience in the food and beverage delivery industry required.
Must be able to pass DOT physical.
Great delivery truck drivers are crucial to the US Foods® team and one of the important faces of our organization. Our truck drivers strive for integrity and reliability while building trusting relationships with customers. JOIN OUR TRANSPORTATION TEAM!
Please check out our job preview video: "A Day in the Life" Delivery Truck Driver *Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.#LI-JU1
Benefits medical, dental, vision, 401K, life insurance, strong safety culture, and much more! Excellent local leadership.
US Foods is one of the largest food distributors with a culture and history of promoting from within, excellent training programs and a continuous improvement focus.
Main Ingredients of the Job
Safely drive trucks to customers and meet scheduled customer delivery times
Carefully unload products from the trailer with a two-wheeler, pallet jack, or by hand and place in designated customer storage areas
Verify accuracy of delivery with customers and obtain proper signatures
Handle collections and payments from customers when applicable
Professionally perform customer service responsibilities to enhance our client experience
Perform all pre-trip and post-trip equipment inspection
Physical Requirements
Ability to lift/carry/push/pull 20 to 80+ lbs. of product repetitively during each shift required
Comfortable driving and working in inclement weather conditions with frequent stops (10+ per shift) required
What You Bring to the Table
Register to the FMCSA Clearinghouse*
Must be at least 21 years of age
Must have valid CDL Class A issued by the state of legal residence with necessary endorsements and DOT qualifications
Minimum of six months commercial driving experience (any industry) OR three months commercial driving experience in the food and/or beverage delivery industry required
Ability to operate manual transmission preferred; may be required in specific locations
Must be able to read and communicate in the English language - able to hold a conversation, to understand highway traffic signs and signals, to respond to official inquiries, and to enter information on reports and records.
Why US Foods
US Foods® helps our customers Make It, with products and services that shape the communities where we live and work. Opportunities in our company abound for skilled, forward-thinking associates.
Great drivers are crucial to the US Foods® team and one of the important faces of our organization. On and off the road, our drivers strive for integrity and reliability, while building trusting relationships with customers.
At the foundation of those efforts are our cultural beliefs, the pillars that define our work ethic, collaborative spirit and service. Together we help our customers make it, but we also believe in helping our drivers make it!
At US Foods®, we are committed to Total Rewards that respect and reward our associates for their dedication and hard work.
*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Drivers are required to the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you are able to log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.
Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected rate for this role is between $70,000 and $150,000 annually.
As applicable, this role will also receive overtime compensation, retention bonus, component pay based on cases, mileage, stops, etc.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, employee stock purchase plan, and life insurance
Job Description
Account Manager (SaaS) — You Probably Don't Want This Job
Company: Swivel Software
Let's be honest upfront — this role isn't for most people.
If you're looking for something easy, predictable, or low-effort... keep scrolling. This job will frustrate you, stretch you, and occasionally make you question your life choices (in a good way, eventually).
Still here? Alright, let's talk.
What You'd Be Getting Into
At Swivel CRM, our Account Managers don't just "manage accounts." That would be too simple.
You'll be:
* Dealing with demanding customers who actually expect results
* Juggling multiple clients, priorities, and last-minute curveballs
* Translating messy real-world problems into clean SaaS solutions
* Building relationships that actually matter (not just check-in calls)
* Pushing accounts to grow — even when it's uncomfortable
Some days will feel like a win. Others will feel like controlled chaos.
Why You Might Hate It
* There's nowhere to hide, your impact is visible
* You'll need to think, not just follow a script
* "That's not my job" doesn't really exist here
* Clients will rely on you (a lot)
* You'll be expected to care about outcomes
Why You Might Secretly Love It
* You'll actually make a difference for customers
* You'll learn SaaS, business strategy, and people skills fast
* You'll work with a team that doesn't tolerate mediocrity
* You won't be bored (ever)
* Wins feel earned and they're satisfying
What We're (Reluctantly) Looking For
* Experience in SaaS account management, customer success, or similar
* Strong communication skills (translation: you can explain complex stuff simply)
* Ability to stay calm when things get messy
* Curiosity, you ask "why?" more than "what?"
* Ownership mindset (you fix problems instead of pointing at them)
The Basics
* Competitive salary + performance incentives
* Benefits package (yes, the usual stuff)
* Remote/hybrid flexibility
* Growth opportunities — if you can handle them
Final Warning
If you want a job where you can coast, this isn't it.
If you want a job where you'll grow, be challenged, and occasionally surprise yourself...
...you still might not want it.
But if you do — we'd like to hear from you. Company Description
SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.
What we do -
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world's most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients' assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.
Our origin story -
Adaptation As Inspiration
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.
Matt wanted a system that worked the way he did - seamlessly across products and clients.
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.
In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.
Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
Company Description
SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.\r
\r
What we do - \r
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world's most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients' assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.\r
\r
Our origin story - \r
Adaptation As Inspiration\r
Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.\r
\r
Matt wanted a system that worked the way he did - seamlessly across products and clients.\r
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.\r
\r
In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.\r
\r
Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).
BECOME A US FOODS® DRIVER!
Ready to build a career with a company that’s leading the foodservice industry?
Our CDL A Delivery Truck Drivers start at $24.50 an hour + Incentive pay!
We are looking for Delivery Truck Driverswho relish the chance to push their potential, grow and reap the rewards of joining the US FOODS®family.
We help YOU make it! US FOODS®is one of the largest food distributors with a culture and history of promotion from within and unlimited career growth opportunities w/ ongoing job skills and leadership development training.
US FOODS® has a lot to offer:
Home Every Night with local routes
Work Schedule Monday- Friday starting in the early morning until finished
US FOODS®is the company built on YOU Matter, where your hard work is rewarded
We are committed to compensation, benefits that respect, and reward our employees for their dedication and hard work
Excellent Leadership
Service recognition and employee rewards
BENEFITS START DAY ONE: medical, dental, vision, 401(k) Plan and Employee Stock Purchase Plan (ESPP) life insurance and paid parental leave. Check out our Benefits by clicking on the link Health Plan Identifier ( )
Main Ingredients of the Job
As a US FOODS®Delivery Truck Driver you will be critical to the US FOODS®team and one of the important faces of our organization. As a delivery truck driver, you will have an impact on our customers by delivering our meats, produce, frozen goods, groceries, dry goods, equipment, and supplies to their drop-off sites. Your efforts are the foundation that defines US FOODS® success based on our pillars of cultural beliefs, work ethic, collaborative spirit, and service.
Deliver best-in-class Customer Service.
Deliver customer’s orders to meet scheduled delivery times and keep productivity.
Unload products with a hand truck and place items in customer storage area.
Able to perform repeated, manual heavy lifting of items up to 80 pounds.
Make frequent stops during a work shift.
Deliver product in inclement weather conditions.
Verify delivery of items with customers.
Collect money (cash or checks) where needed.
What you bring to the table
Must be at least 21 years of age.
Must have valid CDL A issued by the state of legal residence with necessary endorsements and DOT (Department of Transportation) qualified.
Minimum six months commercial truck driving experience or three months of foodservice or food and beverage truck delivery experience required.
Great delivery truck drivers are crucial to the US Foods® team and one of the important faces of our organization. Our truck drivers strive for integrity and reliability, while building trusting relationships with customers. JOIN OUR TRANSPORTATION TEAM!
Please check out our job preview video: "A Day in the life" Delivery Truck Driver
*Registering to the FMCSA Clearinghouse is a requirement by the Department of Transportation. All Truck Drivers must visit the Clearinghouse website and register to the new database. The Clearinghouse is a secure online database that provides real-time information about commercial driver’s license (CDL) and commercial learner’s permit (CLP) holders’ drug and alcohol program violations. If you have not registered to the FMCSA database, please note registration is required. Please visit and click GO to login. If you can log into login, but are having trouble with the Clearinghouse registration, see “Clearinghouse Help” field on the clearinghouse page.
Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law. The expected base rate for this role is between $24.00 and $26.00.
This role will also receive incentive compensation.
Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance
Doctor of Medicine | Radiology - Diagnostic
Location: Georgetown, SC
Employer: Adelphi Locums
Pay: Competitive weekly pay (inquire for details)
Start Date: ASAP
About the Position
LocumJobsOnline is working with Adelphi Locums to find a qualified Rad - Diagnostic MD in Georgetown, South Carolina, 29440!
JOB OVERVIEW Job Title: Physician Diagnostic Radiologist (General with Light IR) Job Type: Locum Tenens Location: South Carolina Service Setting: Hospital & Imaging Center Coverage Type: Clinical Only Coverage Period: February 2026 Ongoing Clinical Shift Schedule: MondayFriday, 7:00a4:30p (some sites 9:00a5:30p) On-Call Shift Schedule: None specified Reason for Coverage: New site of service expansion
FACILITY INFORMATION Site 1: Reading room with 2 workstations (1 mammo-quality) Staffed by 1 radiologist daily (7a4:30p) Light procedural volume (up to 8 cases/day) Common procedures: Fluoro studies (swallows, UGI, LP, esophagram), ultrasound procedures (paracentesis, thoracentesis, biopsies), CT procedures (biopsies, bone marrow, abscess) Equipment: MRI, CT, ultrasound, flouro, X-ray, nuclear medicine, mammography Notes: No dedicated IR lab; minimal procedural demand EM: Epic Site 2: Reading room with 2 workstations (1 mammo-quality) Staffed by 2 radiologists daily (7a4:30p, 9a5:30p) Moderate procedural volume (1215 cases/day) Common procedures: Fluoro (swallows, UGI, esophagram, LP), ultrasound (paracentesis, thoracentesis, biopsies), CT (biopsies, bone marrow, abscess) Equipment: MRI, 128-slice CT, 64-slice CT, ultrasound, flouro, nuclear medicine, X-ray Notes: Special procedures lab available in the OR for vascular surgery Site 3: Remote reading location (no onsite radiologist) Equipment: MRI, flouro, X-ray Notes: Rare flouro cases (mainly arthrograms performed by onsite radiologist from main hospital)
PATIENT INFORMATION Patient Demographics: Adult Case Mix: General diagnostic imaging and light IR procedures Average Daily Volume: 815 procedures depending on site Modalities Covered: MRI, CT, ultrasound, X-ray, flouro, nuclear medicine, mammography (no breast coverage currently required)
PRIVILEGES & COMPLIANCE Hospital Privileges Required: Yes Temporary Privileges Available: Yes Credentialing Timeline: TBD Licensure: Active South Carolina medical license required Immunizations: Standard hospital compliance (TB, Flu, MMR, Hep B, Varicella)
JOB REQUIREMENTS Board: Board Certified or Board Eligible in Radiology Experience: General diagnostic imaging and light IR proficiency Required Procedures: CT-guided and ultrasound-guided biopsies Paracentesis, thoracentesis, abscess drainages Fluoro procedures (UGI, esophagram, LP) Other Qualifications: Ability to work independently across multiple hospital sites
About Adelphi Locums
Adelphi Locums, a brand of Adelphi Staffing, provides locum tenens staffing solutions for healthcare facilities across the U.S., connecting them with qualified physicians, advanced practitioners, and other medical professionals for temporary coverage needs.
1669538EXPPLAT
Job Description Responsibilities: Daily cleanliness of warehouse and will require operation of an industrial sweeper and scrubber to keep the warehouse floors free of dust.
Gather and empty trash from warehouse facility into dumpster/compactor.
Clean 55-gallon warehouse trash cans as needed.
Dust and detail clean racking, walls, stairs, doors, baler, compacter, etc.
Compact surplus corrugated boxes in baler.
Make boxes and dock work as needed.
Required Experience: Able to read, write, and speak in English Operate MHE as needed.
Ability to work overtime as needed and assist in other areas of the branch.
Ability to work independently and in a diverse work environment.
Physical Requirements: Ability to move product, supplies, and boxes up to and over 75 lbs.
repetitively Sitting, standing, walking, lifting, carrying, pushing, pulling, balancing, stooping, kneeling, crouching, reaching, handling, feeling, talking, hearing, visual acuity-near and far, depth perception, field of vision, color vision.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $18.00
- $24.25 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA).
In accordance with the FCO and FCA, an applicant’s criminal history will not result in automatic disqualification from employment.
Qualified applicants with arrest or conviction records will be considered for employment
Job Description Responsibilities: Respond to routine and some non-routine, more complex customer service inquiries and problems via telephone.
Maintain record of calls and note customer's records as necessary to maintain consistency in service.
Place orders, track shipments, and ensure orders are shipped on-time.
Follow-up with customers as needed to get clarification on orders.
Enter data from customer service in regards to previously placed orders, locating account numbers, and identifying customer’s rush order needs.
Review customer's service needs and refer to other service departments for follow up as needed.
Requirements: High school diploma or equivalent.
At least 1 year of experience working in customer service OR 1 year of Medline Customer Service Rep I experience.
Experience providing customer service to internal and external customers, including meeting quality standards for services.
Experience accomplishing tasks in an optimum order based on time, importance or other criteria.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $20.25
- $29.25 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA).
In accordance with the FCO and FCA, an applicant’s criminal history will not result in automatic disqualification from employment.
Qualified applicants with arrest or conviction records will be considered for employment
Due to continued growth we are in need of a Warehouse Operator to join our team.
The Warehouse Operator is an integral part of our team’s success.
Our Warehouse Operators are responsible for operating machinery to move materials around a facility for shipping, processing and receiving.
This might include unloading, scanning, moving, staging, loading, locating, picking, relocating, and stacking product.
Job Description Responsibilities: Catalogues, records, and organizes materials received at the warehouse; Arrange materials for order assembly Fulfills worksheets or tickets for customers by reading production schedules, order forms and requisitions Locates and gathers products for to move and distribute to production workers, assembly line, or to shipping areas Assembles, builds, wraps, sorts, and transports customer orders Operates hand truck, cart, doilies, forklift, order-picker, and walkie to transport items Maintain a clean and safe work area Required Experience: Ability to speak, read, and write English with proficiency.
Ability to read and comprehend simple instructions, short correspondence and memos.
Basic keypunch skills Ability to bend, twist, reach, push, lift for extended periods daily Ability to lift 50 lbs Must be able to stand for 8 hours per day for up to 6 days a week Must have high sense of urgency Flexibility to work mandatory overtime based on business needs Preferred Qualifications: High school diploma or General Education Degree (GED) 1-3 months related experience and/or training Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $16.50
- $24.00 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Our engagement with clinical and industry leaders allows us to deliver a robust product portfolio and patient-care solutions.
We optimize care with quality hospital supplies and customized solutions which is why our customers continue to choose us as their trusted business partner
- we make healthcare run better.
Job Description Responsibilities: Calling on hospitals within assigned territory to sell products.
This team sells exam gloves, durable medical equipment, incontinence products, OR kits, plastics, skin care products, textiles, bathing systems, gauze, packs and gowns, protective apparel, surgical trays, advanced wound care, surgeons’ gloves and other things used in hospitals.
Making sales presentations to multiple decision-makers leading to product and program sales Establishing and nurturing client relationships by developing strong relationships with key decision makers Presenting/selling new products and maintaining existing business Team building among peers to ensure a collaboration across the continuum of care Leadership skills and ability to “close the deal” Preparing bids and price quotes Occasional cold calling with intent to develop new markets Required Experience: Bachelor’s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience Track record of demonstrable sales growth and quota attainment Ability to present multiple product lines Excellent communication and organizational skills Computer proficiency especially in MS Excel, Word, and Outlook Due to the nature of an outside sales representative position, the ability to drive a car, travel in that car 90% of each day, and interact with healthcare providers on site is required.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated compensation for this position includes a minimum of $130,000 in guaranteed earnings for the first year, with commission ranging between 0-4% net sales paid.
This role is bonus eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA).
In accordance with the FCO and FCA, an applicant’s criminal history will not result in automatic disqualification from employment.
Qualified applicants with arrest or conviction records will be considered for employment.
Check out our video on YouTube to learn more about who we are! Job Description Under the supervision of the Regional Manager and working in the general San Francisco area, the Field Services Technician (35 hours per week and benefit eligible!) is responsible for the on-going support of the Medline ReNewal Reprocessing Program to pack and ship designated medical devices as well as execute any other tasks as agreed to with the facility.
This individual will deliver prompt and excellent service to maintain and grow the program through job functions which include, but are not limited to, the following: Essential Functions: Establish and follow a regular schedule to visit the assigned facility in order to collect devices in the designated containers Coordinate the packing of devices in Medline ReNewal shipping containers (employing proper techniques to ensure safe shipment of product) Arrange for shipment of collection containers in a timely manner Update the Medline ReNewal Collection Container Locations sheet to provide an accurate record of where all containers have been placed throughout the facility Provide support to in-service sessions as directed by the assigned Account Manager Make regular rounds throughout the facility; initially to introduce self and Medline ReNewal, and eventually to help answer questions and share any staff concerns with the assigned Account Manager 100% local travel throughout San Francisco area Ensure program supplies remain stocked for use Distribute program collateral throughout the facility as directed by the assigned Account Manager Here’s some highlights of what we have to offer: Flexible Work Schedule Career Growth and Advancement Opportunities Per Diem for Daily Meals Mileage Reimbursement Cell Phone Reimbursement Company Paid Scrubs (uniforms) Qualifications: High School Diploma (GED) preferred Ability to travel locally 100% of the time around San Francisco Ability to regularly lift at least 30 pounds as a regular part of daily tasks A current valid driver’s license, vehicle insurance, clean driving record and ability to travel in own vehicle to designated facility Able to be credentialed at the highest level in order to gain admittance to all required rooms within each designated facility Good communication skills; especially on a verbal level Strong organizational skills and attention to detail to complete work tasks in a thorough manner Self-initiative and dependability to reliably perform the job in an independent setting Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $21.75
- $31.50 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA).
In accordance with the FCO and FCA, an applicant’s criminal history will not result in automatic disqualification from employment.
Qualified applicants with arrest or conviction records will be considered for employment
Company Overview:
Our client is a Dallas-based, privately held real estate investment firm with a national footprint and a long-standing focus on middle-market, value-oriented strategies. The firm specializes in complex recapitalizations, structured equity solutions, and operationally driven repositionings across multiple commercial real estate asset classes, with a primary emphasis on high-growth Sunbelt markets. Since inception, the platform has acquired and managed over $11B+ of real estate assets through a series of fully discretionary investment vehicles and currently oversees approximately $2B of assets under management. The firm is an active owner and investor across the capital stack, often in situations requiring creative structuring, institutional judgment, and hands-on execution, with a consistent focus on capital preservation and long-term value creation. Our client primarily invests in retail (open-air, high-traffic), residential (multifamily, single-family, lot development in Sunbelt markets), and industrial (infill, older vintage) sectors.
Position Overview:
The Chief Financial Officer will serve as a pivotal member of the executive leadership team, acting as the primary architect of the firm’s financial strategy and operational framework. This role demands a sophisticated, hands-on leader who can seamlessly bridge the gap between high-level capital planning and technical execution across all fund, partnership, and management entities. Beyond overseeing institutional-grade reporting and internal accounting functions, the CFO will be a proactive strategic partner, leveraging deep industry expertise to anticipate market shifts and optimize the firm’s financial technology and service provider relationships. This is a definitive opportunity for an ascending executive to take ownership of a premier platform and drive the long-term fiscal health and scalability of our client’s investment operations.
Responsibilities:
Fund Management & Investor Reporting
- Oversee quarterly financial reporting for all funds and partnerships, ensuring accuracy, consistency, and institutional-quality delivery.
- Manage capital planning and liquidity across the platform, including capital calls, distributions, subscription lines, fee calculations, carried interest allocations, and GP/LP waterfall mechanics.
- Coordinate annual audits and tax filings, ensuring timely delivery of K-1s and compliance with LP and side-letter obligations.
- Support investor information requests and DDQs in partnership with senior leadership (not a front-facing fundraising role).
Corporate Finance & Strategic Planning
- Lead budgeting, forecasting, headcount planning, and long-range financial planning for the management company.
- Provide CFO-level input on fund formation, co-invest structures, GP commitments, and credit facilities.
- Support senior leadership with scenario analysis, financial modeling, and strategic decision-making.
Accounting, Treasury, Risk & Compliance
- Oversee GAAP-compliant accounting across multiple funds and the management company.
- Strengthen internal controls, policies, and procedures while preserving an entrepreneurial operating environment.
- Manage treasury functions, cash planning, and intercompany activity.
- Oversee SEC compliance as a registered investment advisor, including reporting, testing, and policy administration.
- Lead relationships with auditors, tax advisors, legal counsel, and insurance providers.
Systems, Infrastructure & Team Leadership
- Oversee financial systems, fund administration, reporting tools, and Excel-based capital planning models.
- Drive process improvement, automation, and scalability as AUM and transaction complexity grow.
- Lead and develop a lean, high-performing finance and accounting team, working closely with a long-tenured accounting lead who manages day-to-day reporting.
Qualifications:
- 12–20+ years of senior finance and accounting experience within real estate private equity, investment management, or a similar alternative asset platform.
- CPA required; MBA or other advanced degree preferred.
- Deep expertise in real estate fund accounting, partnership structures, promote waterfalls, and institutional LP reporting.
- Experience operating in lean, entrepreneurial environments where senior leaders remain hands-on.
- Strong judgment, attention to detail, and the ability to proactively manage complexity across multiple funds and entities.
- Trusted partner to senior leadership with the presence and credibility to influence without bureaucracy.
- Ideally Dallas-based or with strong ties to the market.
Job Description
RESONSIBILITIES:
Working directly with the CEO/Founder, the duties are as follows:
-Perform all financial and accounting activities, including financial statement preparation, forecasting, budgeting, bank statement reconciliation, Payroll, Accounts Payable, Accounts Receivable and Treasury.
- Assist in maintaining accounting ledgers; preparing cash transaction entries for general ledger; posting and reviewing journals; monitoring investment fees; updating dividends; reconciling accounts by comparing and adjusting transactions.
- Assist in maintaining special market accounts by ensuring compliance with procedures for safekeeping, maintenance, and control of special market collateral; executing and maintaining investment accounts; maintaining records and control of investment accounts; completing accounting functions. Verify accounting transactions and reports by reviewing and controlling accounting activities, including generally accepted accounting practices changes to investment accounting practices.
- Complete investment reports for tax return preparation by completing required information.
- Represent the Company in protesting property tax appraisal values.
- Prepare federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Maintain compliance with regulations by forwarding required information to federal, state, and local authorities.
- Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules.
- Recommend tax strategies by researching federal, state, and local taxation issues.
- Ascertaining the Company remains current on all tax matters, including proactive in planning on a proactive basis.
- Attending weekly and month-end meetings with the Management Team to review results/projects et al, and discuss strategies, develop action plans and assess actions, results et al.
- Managing tax research projects to achieve accurate and efficient results as a key Company resource.
- Maintaining/modeling monthly, quarterly and yearly projections for the various taxable entities and keeping such up to date.
- Acting as a resource for tax advisor(s) on specific tax issues and questions; Communicating to the appropriate personnel important tax and tax developments affecting the Company.
- Maintaining knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
- Assuming responsibility for smooth flow of tax information to/from the tax advisors to ensure accurate, complete and timely preparation and delivery of all Company tax returns.
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
- Preparing other reports and projects as requested from time to time by the Company, outside tax partner and performing other duties as may be assigned.
QUALIFICATIONS:
- CPA with Oil & Gas E&P Tax Compliance, and Combination of Industry/Big Four Et Al Tax Experience, including Controller Experience with Oil & Gas E&P Accounting
- Experience in U.S. Taxation of Citizens, Trusts & Commercial Entities
- Financial Planning, Strategy & Diagnosis Experience
- Tax Experience In Corporate or Accounting Firm
- Experience in Oil and Gas Accounting and Investment Accounting
- Software Proficiency - MS Dynamics, Quorum, CGI, OGsys, Lacerte, Microsoft Office Proficiency - Excel in particular, with macros et al
- Financial Planning, Strategy & Diagnosis Experience
COMPENSATION & BENEFITS:
- BONUS AWARDS: Up to 30%, Paid annually
- Company subsidized PPO, HSA and FSA (100% for Employee)
- PTO - Unique flexibility with unlimited Company-paid vacation in addition to customary US Holidays subject to the Company's Team coordination, and individual job performance.
- Reimbursement of all necessary and approved CPA Et Al and CPE expenses
- Free Covered Parking Company Description
Private Equity firm 10+ entities currently, with a focus on oil & gas E&P and commercial real estate industry investments.
- The Company has 8 employees, most of which reside in HQ: the CEO/Founder, EVP-Geology, EVP-Operations, Landman, Geophysicist, Controller, an Oil & Gas Property Manager and a Field Operations Manager who attend to special and unique projects/areas of the CEO/Founder's various businesses, including oil & gas interests in addition to real estate and private equity investment interests, both domestically (mostly) and internationally.
- Investment holding and management entities (LLC), investment vehicles (LP, LLP, LLLP), operating Interests (S-CORP and LLC), Trusts, 10 Information Returns, multiple K-1s, nonprofit 501(c)3 corporations, along with oil & gas tax planning (IDC et al); prepared in-house, and tax strategies are sought currently through an external advisor as noted below.
- With the growing complexity of businesses, and the need for in-house tax expertise, the Company is looking for a professional with a solid tax background who is hands on (for complex modeling et al) to work with various entities (C-CORP, S-CORP, LLP, LLC et al), including limited partnerships, foundations, & trusts and who has (1) excellent hands on detail skills (2) confidence and competence, and (3) FLEXIBILITY (task specs change at times).
Company Description
Private Equity firm 10+ entities currently, with a focus on oil & gas E&P and commercial real estate industry investments.\r
- The Company has 8 employees, most of which reside in HQ: the CEO/Founder, EVP-Geology, EVP-Operations, Landman, Geophysicist, Controller, an Oil & Gas Property Manager and a Field Operations Manager who attend to special and unique projects/areas of the CEO/Founder's various businesses, including oil & gas interests in addition to real estate and private equity investment interests, both domestically (mostly) and internationally.\r
\r
- Investment holding and management entities (LLC), investment vehicles (LP, LLP, LLLP), operating Interests (S-CORP and LLC), Trusts, 10 Information Returns, multiple K-1s, nonprofit 501(c)3 corporations, along with oil & gas tax planning (IDC et al); prepared in-house, and tax strategies are sought currently through an external advisor as noted below.\r
\r
- With the growing complexity of businesses, and the need for in-house tax expertise, the Company is looking for a professional with a solid tax background who is hands on (for complex modeling et al) to work with various entities (C-CORP, S-CORP, LLP, LLC et al), including limited partnerships, foundations, & trusts and who has (1) excellent hands on detail skills (2) confidence and competence, and (3) FLEXIBILITY (task specs change at times).
Work with and train sales force to be able to confidently sell product to customers.
Job Description Responsibilities: Identify and develop new products and manage each stage of the process through take to market.
Develop and implement comprehensive marketing plans and promotional programs for existing products to include product strategy development, pricing strategy, collateral creation and brand management.
Review monthly financial performance and determine contributing factors.
Offer solutions for detrimental sales or cost trends.
Prepare product forecasts to include revenue and expense expectations.
Analyze sales trends over time and impact of competitive strategies.
Support forecasts and budgets with appropriately detailed marketing plans.
Work with Manufacturing, Purchasing and Engineering to reduce Cost of Goods by assessing packaging, alternate materials, new sources of material, stocking, make to order, direct to customer shipments, etc.
Manage inventory by focusing on eliminating surplus and optimizing SKU count.
May negotiate pricing with vendors for raw materials and finished goods.
Visit vendors to develop products and train personnel all aspects of each product and usages.
Coordinate materials with vendors and develop finished custom items.
Analyze and bid on GPO and/or Integrated Delivery Network contracts for assigned product categories.
Develop and deliver training materials for internal stakeholders, sales forces and customers.
Create sales tools.
Conduct market research and translate that research into new products, product improvements, or line extensions by providing leadership to a multi-functional team.
Travel with sales force to support efforts to convert customers to purchase Medline products.
Provide timely follow up to sales forces by answering product questions via e-mail and phone.
Required Experience: Education Bachelor’s degree Work Experience At least 2 years of marketing, sales, product management or clinical practice experience (preferably in the healthcare industry).
Knowledge / Skills / Abilities Experience negotiating with outside vendors and internal resources.
Experience collecting and analyzing financial data.
Willing to travel up to 50% of the time for business purposes (within state and out of state).
Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).
Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).
Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $79,000.00
- $119,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
This role will be based out of our Northfield, IL corporate headquarters and will work a hybrid model.
This position is responsible for managing purchases of approximately $100 million annually, focusing on best-cost negotiations, consistent and stable supply of goods while reducing risk to Medline.
Provide insights on geo-political risks impacting costs and work on solutions globally to reduce risks while finding the next low-cost options.
The role involves close collaboration with product management teams for new product launches and the development of sourcing strategies to optimize costs.
Responsibilities include negotiating favorable terms with suppliers, managing product categories, resolving quality issues, and evaluating sourcing strategies for both domestic and international suppliers.
Manage a mix of both finished goods, manufacturing inputs, and raw materials to drive value and enhance GM for target commodities.
Job Description Responsibilities: Manage direct spend categories to drive to best-cost, supply continuity and reducing risk.
Negotiate favorable terms, volume discounts and long-term contracts with suppliers and vendor partners.
Leader and owner of category management driving key vendor conversations.
Manage $75-100M in spend across key medical and raw material categories.
Provide strategic insights on Global and geopolitical changes impacting tariffs, raw materials and regulatory requirements.
(Tariff rates, new laws, and natural resources).
Define strategies to overcome obstacles driving higher costs and supply instability.
Provide high-level product expertise on all managed categories including raw material inputs, manufacturing techniques, key vendors.
Provide guidance and recommend actions to reduce costs based continuous improvement processes within Manufacturing, raw material changes, or other cost-down initiatives.
Understand how Medline product compares to the competition.
Manage supplier relationships to secure cost reductions through effective negotiation on pricing and product development opportunities.
Contribute to the creation of long-term vendor contracts, rebate plans, and growth incentives to drive cost efficiency.
Review analysis from the Global Sourcing Operations team on vendor and supplier price increases, evaluating their net impact against rebates.
Develop and implement negotiation tactics to mitigate price hikes, utilizing Medline’s volume, sourcing tools, and exploring options such as dual sourcing or engaging new global vendors.
Develop and execute a risk profile for each sourced country.
Consider multiple country sourcing, dual sourcing, and geopolitical factors.
Recommend vendors based on that strategic risk assessment Manage a broad mix of product categories and become the subject matter expert on product requirements, manufacturing processes, raw materials, and other key value drivers.
Analyze and evaluate cost inputs to contribute to cost optimization efforts and drive best-cost outcomes for Medline.
Evaluate sourcing strategies for domestic versus import suppliers, assessing factors such as cost, quality, and lead time.
Conduct Make vs.
Buy analysis for sourced products to identify the most cost-effective and efficient solutions.
Assist in the creation and implementation of a global sourcing strategy to drive vendor performance.
Including vendor allocation optimization, re-sourcing and cost containment/reductions for assigned categories.
Provide insights based on market research and supplier performance to help optimize the strategy.
Identify new cost-savings opportunities within the product category to drive GM growth.
Support the identification and implementation of Medline-branded opportunities and assist in negotiating long-term deals with both domestic and import suppliers to secure favorable pricing and terms.
Work collaboratively with Medline Shanghai, Supply Chain, Quality and Product Management teams to maintain and develop vendors and products to reduce supply risk and ensure a healthy supply chain.
Manage activity for Medline part and vendors numbers Establish new part numbers for supplier moves, packaging optimization and PIR's.
Work closely with the reorder buying group to address ongoing issues with problem suppliers when initial communication efforts have failed.
Help analyze the situation, gather necessary data, and facilitate discussions to find resolutions and improve supplier performance.
Minimum Job Requirements: Education Bachelor’s degree Work Experience At least 3-5 years of sourcing experience.
Knowledge / Skills / Abilities Experience leading category strategies, supplier relationship management, sourcing initiatives.
Experience negotiating with outside vendors, including negotiating contracts, prices and reconciling differences.
Experienced in documenting procedures and internal controls.
Experience analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.
Experience controlling and coordinating concurrent projects, competing priorities and critical deadlines.
Ability to work across multiple time zones and locations.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $85,000.00
- $128,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
The software tester might also create and maintain automated scripts using automated test tools in software development projects.
Responsibilities Author, executes, and maintains test cases, automation scripts, and other test artifacts such as test data and data validation.
Provides test estimations.
Peer review test cases.
Executes the test plan and manages all activities in the test plan to ensure that all the objectives are met and that the solution works as expected.
Ensure that every phase and feature of the software solution is tested and that any potential issue is identified, documented, and reviewed with the business (Product Owner) before the product goes live.
Performs testing in terms of functionality, automation, performance, load/stress, reliability, stability, and compatibility with other legacy and/or external systems.
Maintains metrics on testing, bug fixing, and user acceptance testing.
Validate data integrity and accuracy by testing database queries, database objects, stored procedures, and ETL workflows.
Accurately assess and document the impact of software defects.
Ensures that validated deliverables meet functional and design specifications and requirements.
Uses appropriate tools and applications of enterprise standards.
Maintains test artifacts in test case management tools like Jira – Zephyr (Plugin).
Works on multiple browsers, operating systems, and mobile devices Collaborate with developers, business analysts, and project managers to ensure the timely resolution of issues.
Work with Agile/SCRUM teams.
Experience in testing web services using available tools (e.g., REST, SoapUI, and Postman) Education BS or BA degree or equivalent experience as a Software Tester.
Experience 2+ years of experience: designing and executing test cases and maintaining them in test case management tools like Jira-Zephyr, ALM, etc.
Experience building web and mobile automation frameworks Experience designing, developing, and maintaining end-to-end automated tests using Playwright Experience with SQL Skills Ability to focus on deadlines and deliverables.
Excellent interpersonal, written, and verbal communication skills with the ability to communicate with internal team members as well as business stakeholders.
Must be able to speak the language of the business.
Must have a positive can-do attitude.
Strong problem-solving characteristics with the ability to think out of the box.
Must be able to work with others collaboratively.
Must be able to analyze user needs and make recommendations on functionality and testing strategies.
Ability to translate business and technical requirements into functional test plans.
Ability to work independently as a self-starter and within a team environment.
Ability to adapt quickly to an existing, complex environment.
Demonstrated ability to deliver results leveraging SDLC methodologies such as Waterfall and Agile.
Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $85,000.00
- $128,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
This role is bonus and/or incentive eligible.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
