• Lead the annual budgeting process and rolling forecasts across the business • Build and maintain robust financial models for scenario planning, fundraising support, and investor narratives • Own the preparation of board and investor materials, including fundraising data rooms and ongoing investor reporting • Be the go-to finance partner for senior leadership, translate financial data into clear, actionable insight • Challenge assumptions, identify risks early, and bring a point of view to strategic decisions • Oversee IFRS-compliant management reporting (working closely with our IFRS Manager) • Ensure consistency and accuracy across financial data, with clear ownership of KPIs and metrics • Lead and develop the FP&A team • Drive automation and AI adoption within the FP&A function to reduce manual work, improve speed and quality of insight • Build scalable processes that support the company through the next stage of growth.

ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in North or South Carolina WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? - Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. - Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. - Ensure that the transition from the sales process to portfolio management is smooth and accurate. - Facilitate the new accounts and account transfer process. - Handle Independent Financial Advisor and client communication. - Prepare client presentations. - Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. - Facilitate and conduct individual meetings and presentations in assigned territory. - Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* - Bachelor's Degree - Minimum 5 years of financial experience preferably in Investment Management - 2 years of experience in the High Net Worth or Ultra High Net Market markets - 2 + years delivering formal client presentations - Ability to travel 40-50% of the time - FINRA Series 7 and 63 or 66 licenses Additional Qualifications - CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) - Highly competitive and goal-oriented - A focus on sales and new business development - Masters Degree preferred - Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. - Experience in the High Net Worth or Ultra High Net Market markets - Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. - Prior success in the HNW or UHNW market - Excellent communication skills - Self-motivated and self-disciplined - Strategic thinker, able to assess and recommend a course of action - Highest level of both personal and professional demeanor and ethical behavior WHAT'S IN IT FOR YOU? CompensationStarting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Role Description We are seeking an experienced and diligent Planning Process Lead to join our organisation. In this key role, you will manage our routings and BOM's planning processes, focusing on operational excellence and ongoing improvements across our supply chain and manufacturing operations. The successful candidate will show strong leadership skills, analytical thinking, and a dedication to optimising our planning frameworks to improve efficiency and support business goals. - Lead the development, implementation, and continuous optimisation of routing and BOM planning processes across the organisation to achieve outstanding results! - Manage cross-functional teams to ensure alignment between planning, manufacturing, and supply chain functions. - Analyse current planning methodologies and find opportunities for process improvement and efficiency gains. - Build and maintain routing structures that support production scheduling, capacity planning, and cost optimisation. - Coordinate the configuration and maintenance of routing data within enterprise systems, ensuring accuracy and consistency. - Develop and deliver training programmes to ensure collaborators understand and effectively utilise planning processes. - Monitor important metrics related to planning accuracy, lead times, and resource utilisation. - Collaborate with collaborators to gather requirements and translate them into process improvements. - Conduct root cause analysis on planning issues and implement corrective actions. - Prepare comprehensive reports and presentations for senior management on process performance and recommendations. - Lead change management efforts to facilitate the adoption of new planning methodologies and systems. - Ensure compliance with organisational standards and guidelines in planning operations. Qualifications - Minimum 5 years' experience in supply chain, manufacturing, or operations planning or equivalent. - Proven expertise in routing and structure build, optimisation, and management within IFS & or SAP. - Strong analytical and problem-solving skills with the ability to interpret complex data. - Proficiency in process modelling and documentation techniques. - Advanced Microsoft Excel skills, including data analysis and pivot tables. - Proven project coordination skills capable of handling several initiatives concurrently. - Demonstrated people skills and ability to lead and motivate cross-functional teams. - Strong communication skills, both written and verbal. - Organised approach to work with meticulous attention to detail. Requirements - Experience with enterprise resource planning (ERP) systems such as SAP, Oracle, or similar platforms. - Knowledge of Lean, Six Sigma, or other continuous improvement methodologies. - Background in change management and process transformation initiatives. - Experience with supply chain planning tools and advanced scheduling software. - Familiarity with manufacturing or process engineering principles. - Certification in project management or process improvement fields. Benefits - Work Arrangement: Remote - Department: Supply Chain - Compensation: GBP 40,000 - GBP 50,000 yearly Company Description ABOUT LGC BIOSEARCH TECHNOLOGIES: With manufacturing sites across the US, UK, Germany and Denmark, LGC Biosearch Technologies has plans to continue growing. We deliver mission critical genomics to our diverse customer base in molecular diagnostics, pharma/biotech and agrigenomics. Our integrated portfolio of products, services and expertise supports our purpose of Science for a Safer World and we have embodied our mission by working with customers to enable research into life-altering treatment for disease and illness worldwide.

Job Title: Senior Customer Finance Analyst Company Overview: Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest-growing company in the space and the new standard in healthcare technology,We strive to attract top talent who share our vision and values. As we continue to grow, we are seeking a proactive and results-driven Talent Acquisition Specialist to join our dynamic team. Job Description: As a Senior Customer Finance Analyst at Prompt, you will be a key driver of scalability within our finance department. Reporting to the Customer Finance Lead, you will go beyond day-to-day transaction management to lead process optimization and automation initiatives. You will act as a subject matter expert, using your high attention to detail and analytical mindset to solve complex billing logic issues and ensure our financial operations are built for rapid growth. Key Responsibilities: 1. Revenue Operations & Advanced Invoicing - Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements. - Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks. - Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues. 2. Scalable Customer Onboarding - Audit and validate customer agreements to ensure financial data integrity before account creation. - Create customer accounts and process sensitive financial data accurately. - Identify bottlenecks in the customer creation workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks and other softwares such as HubSpot, SpotDraft, etc. 3. Strategic Customer Support & Problem Solving - Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication. - Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients. 4. Systems & Data Management - Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management. - Support the Customer Finance Lead in ad-hoc projects, including ERP migrations, system integrations (AP/AR tools), and the creation of standardized training documentation for future team growth. Required Qualifications: - Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. - Experience: 3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected). - Technical Mastery: Advanced proficiency in NetSuite and QuickBooks & Expert Excel/Google Sheets skills- must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors. - Problem-Solving: A proven track record of taking a manual process and developing as well as executing a better process through automation or workflow redesign. - Meticulous Attention to Detail: An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue. - Communication: Ability to distill complex financial data into actionable insights for stakeholders and senior leadership. Perks – What You Can Expect - Competitive salaries - Remote/hybrid flexibility - Potential equity for outstanding performance - Flexible PTO - Company-wide sponsored lunches - Company-paid disability and life insurance - Family and medical leave - Medical, dental, and vision insurance - Discounted pet insurance - FSA/DCA and commuter benefits - 401(k) - Complimentary subscription to digital fitness classes and wellness content - Recovery suite at HQ with cold plunge, sauna, and shower Here at Prompt, we are committed to fostering a fair and respectful work environment. As part of this commitment, it is our policy not to hire individuals from Prompt Customers unless they have obtained their current employer's explicit consent. We believe in upholding strong professional relationships and respecting the agreements and commitments our customers have with their employees. We appreciate your understanding and cooperation regarding this policy.Please don't hesitate to inquire with our team. Prompt Therapy Solutions, Inc is an equal opportunity employer, indiscriminate of race, color, religion, ethnicity, ancestry, national origin, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, disability, medical condition, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees Prompt Therapy Solutions, Inc is an E-Verify Employer.