Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. In the Wealth Strategist role, you will support advisors with creating and maintaining comprehensive financial plans for advisors to deliver to clients. You will work as part of our Financial Planning Group, to create and maintain customized and comprehensive financial plans for clients. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions will include: - Work with advisors to review, update and implement financial plans for clients, including but not limited to, goals development, cash flow, investments, tax analysis, insurance analysis, retirement. - Assessment of a client’s planning situation and provide direction and guidance to advisor on next steps in the planning process. - Support advisors with meeting preparation related to the financial plan. - Ensure eMoney, or similar planning software, is up-to-date and all accounts are linked. - Research of specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials. - Participation in both department and firmwide projects. - Continued planning knowledge through internal and external firm training/self-study/industry participation. - Other duties as assigned Required Knowledge, Skills and Abilities: - CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required - 10+ years direct planning experience, - Strong analytical and interpersonal skills, as well as written and verbal communication skills - Highly organized and able to excel in a fast-paced environment - Competency with eMoney, BNA, or other planning, tax, or research software preferred. - Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required Work Schedule: Monday through Friday, 8:00AM – 5:00PM Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Role Description We are seeking a Sr. Financial Analyst to perform complex financial analysis and planning to assist management in establishing and controlling budgets, setting financial goals, making projections and meeting fiscal objectives. Perform financial and planning activities in support of various functions, e.g., budgeting, financial planning, revenue and expenditure monitoring against budget, reconciliations and changes, and consolidation. Extract financial data from various accounting and information systems and generate reports. Perform complex statistical cost and financial analysis of reports and data and prepare reports for management to improve financial performance and compliance. Provide data-based recommendations on critical financial business decisions. - Interpret data, and review data prepared by others, to evaluate and determine past financial performance and/or make financial projections and assist management in making overall business decisions. - Analyze, coordinate and consolidate departmental financial information for the development of the department/divisional annual operating and/or capital budgets and five-year plan. - Analyze, extract, and define relevant complex financial data; plan and conduct complex studies to determine cost and financial results of business activities and improve the operational and financial effectiveness of the unit, department, or division. - Review financial needs and explore alternative financing methods. - Make budget adjustments and implement cost improvement measures. - Use appropriate cost rates, such as indirect and benefit rates for proposed budgets. - Prepare and present budget proposals to senior management. - Create financial systems, structures, and controls for a variety of processes that provide tracking, validation, and reporting. - Implement quality control and process improvements for overall business process. - Review proposed operating and financial plans, including proposed program increases, estimated costs and expenses to finance proposed programs. - Recommend course of action to improve financial performance. - Evaluate and analyze capital expenditures proposals, profit plans, operating records and financial statements. - Oversee moderately complex to complex budget accounts. - Provide oversight for the expenditure of funds, ensuring that funds are expended appropriately and advise stakeholders on required action to resolve funding shortfalls. - Keep abreast of laws and regulations that impact compliance and act as a resource for administrative and financial staff. - Utilize comprehensive knowledge of applicable laws and regulations and the university's financial accounting system to ensure internal and external compliance. - Use various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports. - Perform other related duties as requested. Qualifications - Strong analytical and modeling capabilities, including extensive knowledge of Microsoft Office products. - Bachelor’s Degree in Finance, Accounting, business or related field. - Five years of progressively responsible related financial experience. - Additional education may substitute for required experience, and additional related experience may substitute for required education beyond a high school diploma/graduation equivalent, to the extent permitted by the JHU equivalency formula. Requirements - Classified Title: Sr. Financial Analyst - Role/Level/Range: ATP/04/PD - Starting Salary Range: $62,900 - $110,100 Annually ($95,000 targeted; Commensurate w/exp.) - Employee group: Full Time - Schedule: M-F 8:30-5:00 - FLSA Status: Exempt - Location: Remote - Department name: SOM DOM General Admin Chairmans Offf - Personnel area: School of Medicine

• The Senior Financial Planning & Analysis (FP&A) Analyst will play a key role in driving the financial planning, budgeting, and analysis processes for revenue and related metrics and costs across multiple geographical regions. • This role will involve leading complex data analysis, developing sophisticated financial models, and preparing insightful reports and presentations for senior management. • The Senior Analyst will also partner with business leaders to provide strategic financial guidance and support key decision-making.

The Company Empyrean Solutions specializes in financial risk and performance management solutions for banks and credit unions. Empyrean offers a comprehensive suite of software products supporting asset-liability management, budgeting and financial planning, capital stress testing, profitability, and funds transfer pricing. Our solutions empower financial institutions to manage risk, improve decision‑making, and build stable long‑term earnings. The Team The Professional Services team is comprised of financial modelers, data analysts, and product experts who help clients realize the full value of Empyrean’s software. Through consulting, implementation services, and training, the team partners closely with financial institutions to support successful adoption and long‑term use of Empyrean’s solutions. Responsibilities - Implement Empyrean’s budgeting and planning solutions for financial institutions of varying size and complexity - Train clients on both functional and technical aspects of Empyrean’s products - Advise clients on best practices related to: - Net interest margin forecasting - Non‑interest income and expense modeling - Capital expenditure and payroll planning - Serve as a liaison between Empyrean’s product management team and the user community, providing feedback and insights - Follow all applicable company policies, procedures, and internal controls - Ensure customer and sensitive data is transmitted only through approved channels - Maintain the integrity and confidentiality of sensitive customer data in accordance with company policies and controls Position Requirements - Bachelor’s degree in finance, accounting, or a related discipline - Experience in banking, budgeting, or financial planning and analysis (FP&A) - Strong understanding of: - Bank balance sheets - Loan payment calculations - Accounting principles and financial statements - Advanced Excel skills - Experience working with large datasets - Strong attention to detail, with solid planning and organizational skills - Must be currently authorized to work in The United States without the need for visa sponsorship now or in the future. Visa sponsorship is not available for this role. Preferred Qualifications - Experience with bank FP&A or asset‑liability management (ALM) software - Graduate degree in accounting or finance - Knowledge of Funds Transfer Pricing (FTP) - Experience with business intelligence or reporting tools (e.g., Tableau, Power BI) - Understanding of fixed‑income mathematics