Global Chief Financial Officer (CFO) – Turnaround, Value Creation, Growth Location: Global Reports To: CEO Stakeholders: Board of Directors, Audit Committee, Investors, Lenders About the Company Our client is a global platform of operating companies delivering technology-enabled supply chain, logistics, and marketing execution solutions. The organization operates across North America and internationally, combining technology, analytics, and execution to help enterprise and high-growth clients improve profitability and performance. The business is in a phase of active transformation and value creation — not steady-state operations. The Role We are seeking a Transformation CFO — a leader who thrives in complexity, operates with urgency, and brings both hands-on execution and strategic clarity. This is a high-impact role for a finance leader who can: - Drive liquidity and cash discipline. - Restore and expand profitability. - Build a scalable financial foundation. - Partner with the CEO and Board to create enterprise value. You will serve as the guardian of capital, architect of financial strategy, and catalyst for performance improvement across a global, multi-entity platform. This is not a reporting role. This is a build, fix, and scale role. Key Responsibilities Cash, Liquidity & Financial Control - Establish daily and weekly cash visibility, forecasting, and control across all entities. - Drive working capital optimization, collections discipline, and vendor management. - Implement a tight operating cadence, including 13-week cash flow, variance tracking, and rapid interventions. - Lead lender engagement, covenant compliance, and short- and medium-term liquidity planning. Profitability & Performance Turnaround - Own full P&L performance with accountability for margin improvement. - Drive cost optimization, pricing discipline, and operational efficiency initiatives. - Partner with business leaders to improve unit economics and contract profitability. - Build real-time KPI dashboards that enable action, not just reporting. Strategic Finance & Capital Structure - Lead capital strategy across debt, equity, and internal allocation. - Develop scenario modeling, restructuring options, and value creation plans. - Support M&A, divestitures, and integrations with a focus on ROI and execution discipline. Financial Operations & Governance - Oversee FP&A, Accounting, Tax, Treasury, Compliance, and Financial Reporting. - Ensure compliance with US GAAP and global statutory requirements. - Establish clear, decision-grade reporting for the CEO, Board, and investors. - Strengthen internal controls while maintaining speed and agility. Commercial Partnership - Partner on pricing, deal structuring, and client negotiations. - Ensure contracts reflect economic reality, margin expectations, and risk mitigation. - Provide financial rigor to growth initiatives and new service offerings. Transformation & Systems - Lead finance transformation, including ERP optimization, automation, and data governance. - Build a forward-looking finance function leveraging analytics and AI. Leadership - Build and lead a high-performing global finance organization. - Operate effectively across a US–India model and multi-entity structure. - Foster a culture of ownership, urgency, accountability, and continuous improvement. Qualifications & Experience Education & Credentials - Bachelor’s degree in Finance, Accounting, or related field required. - MBA and/or CPA preferred. - Equivalent experience leading complex financial organizations may be considered in lieu of formal credentials. Experience - 20+ years of progressive finance leadership experience. - Proven experience as a CFO or equivalent senior finance leader. - Demonstrated success in turnaround, restructuring, or high cash-pressure environments. - Experience in multi-entity, global organizations with US GAAP reporting. - Track record of direct engagement with Boards, lenders, and investors. Technical & Functional Expertise - Deep command of US GAAP, financial reporting, and internal controls. - Strong expertise in cash flow management, working capital optimization, and liquidity planning. - Proven ownership of P&L, forecasting, and margin improvement initiatives. - Experience with capital structure management, including debt, equity, and covenants. - Familiarity with ERP systems, finance transformation, and automation. Preferred Background - Experience in private equity-backed or founder-led environments. - Industry experience in supply chain, logistics, or technology-enabled services. - Exposure to US-India operating models or global capability centers. Leadership Profile - Hands-on operator with a strong bias for action and accountability. - Ability to operate at both strategic and execution levels simultaneously. - Strong commercial instincts and decision-making under pressure. - Willingness to lean in, challenge constructively, and drive outcomes. - High integrity, resilience, and ownership mindset. Why This Role This is an opportunity to: - Shape the financial trajectory of a global, multi-platform business. - Partner directly with the CEO and Board on high-impact decisions. - Lead a true transformation — not incremental change. - Build a modern, technology-enabled finance organization. Closing Thought Credentials are valued. Proven performance in high-pressure operating environments is essential. We are not looking for a caretaker. We are looking for a builder who can operate in the storm and create long-term value on the other side.

Global Chief Financial Officer (CFO) – Turnaround, Value Creation, Growth Location: Global Reports To: CEO Stakeholders: Board of Directors, Audit Committee, Investors, Lenders About the Company Our client is a global platform of operating companies delivering technology-enabled supply chain, logistics, and marketing execution solutions. The organization operates across North America and internationally, combining technology, analytics, and execution to help enterprise and high-growth clients improve profitability and performance. The business is in a phase of active transformation and value creation — not steady-state operations. The Role We are seeking a Transformation CFO — a leader who thrives in complexity, operates with urgency, and brings both hands-on execution and strategic clarity. This is a high-impact role for a finance leader who can: - Drive liquidity and cash discipline. - Restore and expand profitability. - Build a scalable financial foundation. - Partner with the CEO and Board to create enterprise value. You will serve as the guardian of capital, architect of financial strategy, and catalyst for performance improvement across a global, multi-entity platform. This is not a reporting role. This is a build, fix, and scale role. Key Responsibilities Cash, Liquidity & Financial Control - Establish daily and weekly cash visibility, forecasting, and control across all entities. - Drive working capital optimization, collections discipline, and vendor management. - Implement a tight operating cadence, including 13-week cash flow, variance tracking, and rapid interventions. - Lead lender engagement, covenant compliance, and short- and medium-term liquidity planning. Profitability & Performance Turnaround - Own full P&L performance with accountability for margin improvement. - Drive cost optimization, pricing discipline, and operational efficiency initiatives. - Partner with business leaders to improve unit economics and contract profitability. - Build real-time KPI dashboards that enable action, not just reporting. Strategic Finance & Capital Structure - Lead capital strategy across debt, equity, and internal allocation. - Develop scenario modeling, restructuring options, and value creation plans. - Support M&A, divestitures, and integrations with a focus on ROI and execution discipline. Financial Operations & Governance - Oversee FP&A, Accounting, Tax, Treasury, Compliance, and Financial Reporting. - Ensure compliance with US GAAP and global statutory requirements. - Establish clear, decision-grade reporting for the CEO, Board, and investors. - Strengthen internal controls while maintaining speed and agility. Commercial Partnership - Partner on pricing, deal structuring, and client negotiations. - Ensure contracts reflect economic reality, margin expectations, and risk mitigation. - Provide financial rigor to growth initiatives and new service offerings. Transformation & Systems - Lead finance transformation, including ERP optimization, automation, and data governance. - Build a forward-looking finance function leveraging analytics and AI. Leadership - Build and lead a high-performing global finance organization. - Operate effectively across a US–India model and multi-entity structure. - Foster a culture of ownership, urgency, accountability, and continuous improvement. Qualifications & Experience Education & Credentials - Bachelor’s degree in Finance, Accounting, or related field required. - MBA and/or CPA preferred. - Equivalent experience leading complex financial organizations may be considered in lieu of formal credentials. Experience - 20+ years of progressive finance leadership experience. - Proven experience as a CFO or equivalent senior finance leader. - Demonstrated success in turnaround, restructuring, or high cash-pressure environments. - Experience in multi-entity, global organizations with US GAAP reporting. - Track record of direct engagement with Boards, lenders, and investors. Technical & Functional Expertise - Deep command of US GAAP, financial reporting, and internal controls. - Strong expertise in cash flow management, working capital optimization, and liquidity planning. - Proven ownership of P&L, forecasting, and margin improvement initiatives. - Experience with capital structure management, including debt, equity, and covenants. - Familiarity with ERP systems, finance transformation, and automation. Preferred Background - Experience in private equity-backed or founder-led environments. - Industry experience in supply chain, logistics, or technology-enabled services. - Exposure to US-India operating models or global capability centers. Leadership Profile - Hands-on operator with a strong bias for action and accountability. - Ability to operate at both strategic and execution levels simultaneously. - Strong commercial instincts and decision-making under pressure. - Willingness to lean in, challenge constructively, and drive outcomes. - High integrity, resilience, and ownership mindset. Why This Role This is an opportunity to: - Shape the financial trajectory of a global, multi-platform business. - Partner directly with the CEO and Board on high-impact decisions. - Lead a true transformation — not incremental change. - Build a modern, technology-enabled finance organization. Closing Thought Credentials are valued. Proven performance in high-pressure operating environments is essential. We are not looking for a caretaker. We are looking for a builder who can operate in the storm and create long-term value on the other side.

Title: Financial Services Representative - Hilton Head, SC Location: Hilton Head SC time type: Full time job requisition id: 2126784 Job Description: Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. - Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. - Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. - Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… - You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. - You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. - You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. - You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… - High energy and enthusiasm with a natural passion for helping people - Flexibility and self-motivation - Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring - Eagerness to learn and build a career in financial services - Ability to deliver an outstanding customer experience - Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once - Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Title: Financial Reporting Manager (Hybrid) Location: 1 First American Way, Santa Ana, CA 92707 Full time Job Description: Who We Are Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. What We Do The Financial Reporting Manager supports First American’s Corporate Accounting team by leading accounting for mergers, acquisitions, divestitures, and complex technical accounting matters. This role is responsible for technical accounting analyses, purchase accounting, carve out and asset sale accounting, consolidation assessments, and financial reporting research in compliance with U.S. GAAP and SEC requirements. In addition, the role assists with month end and quarter end close activities, as assigned, and works closely with Corporate Development (M&A), Legal, Tax, the SEC team, and auditors to deliver accurate, timely, and audit defensible accounting conclusions. What You’ll Do: M&A, Transactions & Purchase Accounting - Lead accounting for mergers, acquisitions, asset purchases, divestitures, and business combinations from signed LOI through post‑close integration - Prepare and review purchase accounting, including: - Identification and valuation support for acquired assets and assumed liabilities - Goodwill and intangible asset recognition - Measurement period adjustments - Support carve‑out financial statements and asset sale transactions, including working capital analyses, post close true up. - Partner with M&A teams on pre‑close accounting considerations, deal structuring implications, and closing mechanics Technical Accounting & Policy - Research, analyze, and document complex accounting matters under U.S. GAAP (ASC 805, 810, 606, 842, 350, 360, CECL etc.) - Prepare high‑quality technical accounting memos (“white papers”) that are audit‑ready and SEC‑defensible - Lead accounting conclusions for consolidation, VIE, joint ventures, and equity investments - Develop, update, and maintain corporate accounting policies and ensure consistent application across entities Financial Reporting & Audit Support - Support quarterly and annual financial reporting, including Form 10‑K and 10‑Q disclosures related to M&A, impairments, investments, and significant accounting judgments - Serve as a key point of contact for external auditors on complex accounting matters - Proactively identify reporting risks and ensure appropriate documentation and controls are in place Cross‑Functional Leadership & Process Improvement - Provide guidance to GL and operational accounting teams on transaction‑related entries and accounting treatments - Identify opportunities to improve close processes, documentation standards, and use of technology/automation - Mentor and review work prepared by senior and staff accountants What You’ll Bring: - Bachelor’s degree in Accounting or Finance, CPA designation required - 5+ years of progressive accounting experience, including minimum of 2 years of public accounting experience required; Big 4 experience strongly preferred. - Advanced expertise in the interpretation and application of U.S. GAAP and SEC regulations; IFRS knowledge a plus. - Experience working with large ERP systems, with Oracle and Hyperion preferred. - Strong analytical skills with the ability to evaluate complex scenarios, assess alternatives, and recommend effective solutions. - Demonstrated complex problem-solving abilities and sound judgment in a fast-paced environment. - Excellent verbal, written, and interpersonal communication skills, with the ability to clearly present technical accounting matters to diverse audiences. Pay Range: $112,400.00 - $149,800.00 Annually This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location. ** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. ** First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. What We Offer By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.