Role Description The FP&A Manager will be responsible for delivering first-class analytics, managing complex financial data, providing accurate forecasts/financials, and delivering insightful performance scorecards. This is an opportunity to engage with many facets of the company (sales, marketing, and operations) and leverage strong communication (written and verbal) skills to demonstrate the power of analytics. There’s a strong “team first” culture at SambaSafety that offers direct interaction with executive leadership. This is an opportunity to provide immediate, meaningful and positive impact to the overall business results. This role reports to the Director of FP&A and will join a growing high performing team. A successful candidate in this role has intellectual curiosity, a thirst for knowledge, and a willingness to challenge the status quo to improve results. The right candidate has an insatiable desire to convert data into insight and a flair for visualization when presenting financial analysis and the resulting recommendations. This role is for an analyst who truly wants to go beyond the ‘typical’ or ‘normal’ into the realm of exceptional. Responsibilities - Integrate data from various sources, convert that data into information, and provide fact-based insights and recommendations to the executive and senior leadership teams. - Design and maintain dashboards that leverage data visualization to deliver analysis of key business performance KPIs, such as customer and revenue retention, churn, and LTVs. - Partner with sales and marketing to create accurate monthly financial/forecast packages that convey a thorough understanding of new sales, sales pipeline, marketing lead generation, key drivers, unit rates and their potential impact on future business trajectory. - Analyze revenue and volumes by customer, market, and product to proactively identify trends, highlight risks/opportunities, and develop well-informed revenue forecasts. - Communicate analytical findings to company leadership in a crisp and concise manner. - Engage with business leadership to create annual budgets, monthly forecasts and long-range strategic plans for supported functions. - Participate in financial assessments of new sales to ensure compliance with company policies, reporting requirements, acceptable pricing and resulting commission plans. - Perform other duties as requested or required by business conditions. - Develop financial models that guide the company’s strategic decision-making efforts. - Consistently integrates SambaSafety’s core values into their everyday habits by treating all customers, internal and external, professionally, honestly and respectfully. - Accepts ownership and accountability of position responsibilities and strives to deliver results for customers that establish high standards, credibility and quality performance. - Other miscellaneous duties as assigned by management. Qualifications - 5+ years of experience in a corporate environment in an FP&A, Finance, or accounting role. - Exceptional Microsoft Excel modeling and data manipulation skills (V-Lookup, Pivot Tables, Sensitivity Analysis). - Proficiency in other Microsoft tools - Word, PowerPoint, Outlook. - Familiarity with Salesforce and NetSuite Planning & Budgeting. - Ability to work independently and deliver accurate results under tight timelines. - Familiarity with Zuora. - Experience with PowerBI & SQL a plus. - Strong communication skills across all levels of the organization. Benefits - Flexible and generous Paid Time Off and Paid Volunteer Days. - 401k Employer Match. - Generous Healthcare Benefits. - Up to 12 weeks paid time off for maternity leave based on tenure. - Wellness & Tuition Reimbursement. - Flexible Work Arrangements. - Lots of SambaSafety swag & SambaSafety Events.

• Coordinate the company's administrative and financial routines (accounts payable and receivable, payroll and HR, cash flow, bank reconciliations, and billing); • Manage operational cash; • Manage financial indicators and present management reports to the executive board; • Manage relationships with unions, accounting, and investors, ensuring financial reporting and alignment; • Ensure compliance with tax, accounting, and labor obligations in coordination with accounting and external partners; • Structure and optimize processes, seeking efficiency and control; • Support internal teams with financial analyses for decision-making; • Lead and develop the administrative and financial team; • Manage contracts, suppliers, clients, and negotiations.

Licensed Paraplanner Interwoven Family Wealth - Private Wealth Advisory Practice of Ameriprise Financial Full-Time | Remote Position Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a Licensed Paraplanner to join a growing, client-focused team. This role supports financial planning operations, client service delivery, and advisor workflow management while providing meaningful long-term career development opportunities within the practice. This position will play a key role in supporting financial planning implementation, client communication, and operational efficiency while contributing to an exceptional client experience. Position Overview The Licensed Paraplanner will support financial planning and client service functions by preparing meeting materials, managing workflow items, supporting trade and operations processes, and assisting with client communications. We are seeking a detail-oriented, collaborative professional with experience in wealth management operations and a strong interest in supporting comprehensive financial planning. Key Responsibilities Financial Planning & Client Support - Prepare and organize client meeting materials - Enter and maintain client data within financial planning and CRM systems - Support financial plan updates and scenario modeling as client information changes - Assist with client onboarding and planning workflow coordination - Support preparation of planning presentations and client recommendation materials Operations & Administrative Support - Support trade processing and operational workflow management - Assist with work items currently assigned to team members as needed - Track and support financial planning operational processes - Coordinate client communications via phone and digital channels Client Experience & Practice Support - Provide high-quality service support to clients and advisors - Maintain accurate CRM and client records - Assist with special projects and practice initiatives - Support advisor marketing, scheduling, and meeting preparation needs Qualifications - Active securities licenses preferred (Series 7, Series 66, Life & Health) - 3–5 years of experience in financial services, wealth management, or client service roles preferred - Strong organizational and time management skills - Excellent written and verbal communication skills - High attention to detail and ability to maintain confidentiality - Collaborative team-oriented mindset Preferred Experience (Not Required) - Experience with Ameriprise systems strongly preferred - Experience in paraplanning, financial planning, or advisory operations - Interest in long-term career growth toward Associate Financial Advisor roles (3–5 year pathway) - Experience supporting high-touch client service environments Compensation & Benefits - Starting compensation: $70,000 - Non-exempt - Bonus and profit-sharing opportunities available - Health Insurance – Kaiser Gold Plan HMO (80% employee / 50% family coverage) - 401(k) with 3% employer contribution after one year - Remote work opportunity with schedule aligned to local operating hours Career Growth This role provides exposure to financial planning operations, client relationship management, and practice workflows. Successful candidates may pursue future growth toward advisory, paraplanning leadership, or financial advisor support roles depending on performance and career interests. Core Attributes We Value - Collaboration and teamwork - Commitment to client service excellence - Strong ethical and professional standards - Relationship-focused mindset - Desire to contribute to long-term practice growth How to Apply Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals. Equal Opportunity Employer Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

Baptist Health is the region’s largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we’ve been named one of Fortune’s 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors. What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients’ shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact – because when it comes to caring for people, we’re all in. Description: The incumbent will be responsible for obtaining and verifying necessary demographic and insurance information, including authorization/referrals/notifications (diagnostic, surgical, therapy, admissions/observations, and other procedures/treatments). Responsible for scheduling patients' appointments/procedures (initial, follow-up, and/or add-on), as applicable. This position requires the incumbent to be in a call center type environment and responsible for meeting individual quality metrics (e.g., productivity, accuracy, customer service QA, etc.). Responsible for coordinating patient flow, timely processing, maintaining knowledge and deployment of practices used within the department/physician practice/hospital to address patient questions or concerns. Maintaining knowledge of insurance requirements, Baptist Health South Florida (BHSF) pricing, financial assistance options, and overall BHSF Revenue Cycle operations. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members.Qualifications: Degrees: - High School,Cert,GED,Trn,Exper. Additional Qualifications: - Complete and successfully pass the Patient Access training course. - Ability to work in a high volume, fast-paced work environment. - Ability to perform basic mathematical calculations. - Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . - Desired: Basic knowledge of medical and insurance terminology. - Experience with computer applications (e. - g. - , Microsoft Office, knowledge of EMR applications, etc. - ) and accurate typing skills. - Knowledge of regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, and Medicare coverage structure, including medical necessity compliance guidelines. - Bilingual English, Spanish/Creole. Minimum Required Experience: Less than 1 year EOE, including disability/vets