Role Description The Financial Operations Specialist role interacts daily with Palmetto customers, customer delegates such as realtors, and our CX departments. Responsibilities include: - Owning customer lease/PPA reassignments - Processing UCC-1 termination requests - Ensuring a positive customer experience This person should have strong communication skills, a desire to exceed customer expectations, and strong problem solving and critical thinking skills. The ability to identify and resolve gaps in the current process is paramount to success in the role. If you’re organized, a great communicator, and analytically focused, this role is a great fit for you. Qualifications - 2-4 years experience in a role demonstrating strategic thinking and problem solving - Salesforce experience preferred - BS/BA preferred - Enjoy working in a fast-paced and rapidly changing environment - Good computer skills (G Suite, Microsoft) - Ability to work alone or in a team - Outstanding attention to detail - Good collaboration and communication skills - Strong analytical and strategic thinking skills - Excellent organizational and time management skills - Knowledge of construction or solar industry preferred - Employment is contingent upon the successful completion of a background check Requirements - Own our customer lease/PPA reassignment process: - Service transfers for customers who are moving from their home from previous homeowner to the new homeowner, including credit check of new customer, billing account set up, and completion of transfer contract - Prepayments by providing payment quotes, accepting payments, updating billing account, and providing documentation of prepayment to customer - Buyouts for customers who are moving (or 5 years after agreement starts), including providing buyout quote, accepting payment, updating billing account, and completion of contract - Process UCC-1 temporary termination requests and related questions - Escalate issues to management - Ensure proper documentation in Salesforce and clear communication with CX department Benefits - Comprehensive benefits package including unlimited PTO - Medical, dental, and vision coverage - Paid parental leave - Retirement plans - Focus on talent development and career growth

• Deliver ambitious annual and multi-year targets for ARR growth, revenue, margin, and market-share growth in the IFA segment • Develop and execute the 3-year strategic plan and annual budget for the IFA business line together with the CRO and Group CFO • Define and continuously refine the value proposition, service model, pricing, and commercial policy specifically for independent financial advisors • Lead a team of IFA sales specialists and client success managers covering the largest and fastest-growing IFA networks, platforms, and individual practices • Personally own the relationships with the most important IFA firms and platforms • Work hand-in-hand with Product Management to design and prioritize the offering and its fit to the needs of independent advisors • Own the IFA-specific marketing budget and calendar (flagship events, roadshows, webinars, digital marketing, awards) • Actively participate in all Group Executive Board decisions and bring the 'voice of the independent advisor' into every strategic discussion • Role-model and enforce the group-wide sales process, CRM standards, and forecasting discipline within the entire IFA organization

Overview TISTA Science and Technology Corporation is seeking to hire a Senior Financial Optimization Analyst to join our team. At TISTA, you’ll do meaningful, mission‑driven work that improves lives alongside teammates you trust and leaders who are transparent and supportive. We invest in your learning and internal mobility so you can build a career that keeps advancing. We’re proud to serve and hire Veterans, and we put people first in everything we do. TISTA associates enjoy above Industry Healthcare Benefits, Remote Working Options, Paid Time Off, Training/Certification opportunities, Healthcare Savings Account & Flexible Savings Account, Paid Life Insurance, Short-term & Long-term Disability, 401K Match, Professional development reimbursement, Employee Assistance Program, Paid Holidays, Military Leave, and much more! Responsibilities - Develop and maintain financial models and dashboards that allow for dynamic views at varying levels of detail. - Lead process and data discovery, requirements gathering, and outcome review sessions with external clients and stakeholders. - Complete impact assessments of any developed or modified financial models or dashboards. - Develop SOPs and user training for developed financial models or dashboards. - Complete financial analysis tasks to support strategic decisions. - Work closely with stakeholders to create plans of attack focused on increasing operational efficiencies and decreasing financial waste. - Complete Ad Hoc projects as needed. Qualifications - 5-10 years of experience in finance, accounting, and/or project control in the federal government contracts space. - Bachelor’s degree in finance, accounting, or related field. - Knowledge of and experience with indirect rate creation, budget modeling, forecasting, and dashboard reporting. - Proficient with Microsoft Excel, PowerPoint, and PowerBI. - FinOps Certified Practitioner or higher certification is a plus. - Experience with Apptio is preferred. - Must be able to pass a Tier 4/High Risk Position Sensitivity and Background Investigation. - Strong interpersonal skills, with the ability to effectively communicate across matrixed organizations. - Strong financial analysis knowledge and problem-solving skills with high attention to detail. Education: - Bachelor’s degree in Engineering or related scientific or technical discipline and 10+ years’ work experience. - Eight (8) years of additional relevant experience may be substituted for education (18 years total). Clearance: - The ability to pass a Tier 2/Moderate Background Investigation. Remote: - Remote, USA - Monday - Friday (8:00 AM - 4:30 PM CST) Salary Information: - The pay for this position ranges from $80,000 to $105,000. - The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. - Also, certain positions are eligible for additional forms of compensation, such as bonuses. - TISTA associates are eligible to participate in our comprehensive benefits plan! More information can be found here: https://tistatech.com/working-at-tista/

Role Description Du möchtest Menschen dabei helfen, ihren Ruhestand finanziell abzusichern? In dieser Rolle analysierst du Versorgungslücken, entwickelst ganzheitliche Ruhestandskonzepte und berätst zu steuerlich optimierten Vorsorgelösungen. Du bist der Experte, der für finanzielle Sicherheit im Alter sorgt. - Versorgungslückenanalyse: Du analysierst die individuelle Versorgungslücke deiner Kunden und zeigst ihnen konkrete Handlungsoptionen auf. - Ruhestandskonzepte: Du entwickelst ganzheitliche Ruhestandskonzepte, die finanzielle Sicherheit und Lebensqualität im Alter gewährleisten. - Steueroptimierung: Du berätst zu steuerlich optimierten Vorsorgelösungen und zeigst deinen Kunden, wie sie ihre finanzielle Situation verbessern können. - Lebenslange Begleitung: Du passt die Ruhestandskonzepte regelmäßig an veränderte Lebenssituationen an und bleibst ein verlässlicher Partner. - Marktbeobachtung: Du beobachtest aktuelle Entwicklungen im Bereich Altersvorsorge und nutzt dieses Wissen, um deine Kunden optimal zu beraten. Qualifications - Abitur oder eine abgeschlossene kaufmännische Ausbildung - Interesse an Altersvorsorge und Finanzplanung - Empathie und Freude an der Beratung von Kunden - Eigeninitiative und Zielorientierung Requirements - Wunsch und/oder abgeschlossenes Studium Benefits - Ein unterstützendes Team und klare Strukturen - Regelmäßige Weiterbildungen und Schulungen - Attraktive, leistungsorientierte Vergütung (ab 2.400 € – 3.400 € pro Monat, nach oben offen) - Keine Einkommensgrenze, dein Erfolg bestimmt dein Gehalt - Flexible Arbeitszeiten und ortsunabhängiges Arbeiten