About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: - Training and professional development - Medical, dental and vision coverage (Available to full-time employees and their families) - Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses - Life and AD&D insurance – employer paid and voluntary options - Short-term and long-term disability, workers compensation – employer paid - 401k with match and profit sharing - Wellness programs and resources - Voluntary benefits, including pet insurance - 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) - 12 paid holidays each year (10 pre-determined and 2 floating days) - Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) - Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

What we do. Electric Car Leasing Why we do it. Greener. Fairer. Future. We’re continuing to build our in-house underwriting team at Octopus Electric Vehicles. The focus is currently on expanding our underwriting capability for B2B credit risk for our business contract hire and salary sacrifice products but also includes assessing consumer credit. We’re creating a new set of policies, processes and tech tools to efficiently and accurately assess credit risk. To help us do that, we’re hiring a Credit Underwriter. Our goal is to become an industry leader in our ability to provide quick credit line decisions to both B2B and consumer clients. We will build and invest in best in class technology and datasets to help you achieve that goal. What you'll do... - Manage the day-to-day credit and underwriting process - Review and manage credit escalations and referrals - Own underwriting decisions for clients not captured by our auto-underwriting process (up to an agreed limit, based on experience) - Support in development of consumer scorecards, underwriting policy, process and systems What you'll need... - Willingness to get hands on with processing and evaluating credit applications ranging from consumer to larger corporates (essential) - Ability to interpret credit application information - e.g. accounts and KPIs provided by clients (essential) - Experience working in a hands-on credit assessment & underwriting role - Knowledge of credit policies - Familiar with automated credit decisioning platforms (e.g. Lending Metrics) - Experience in vehicle leasing 💚 Why else you'll love it here - 💰 Wondering what the salary for this role is? Just ask us! On a call with one of our recruiters it's something we always cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus - what's more important to us is finding the right octofit! - 🎉 Octopus Energy Group is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! 🎁 Visit our perks hub - Octopus Employee Benefits - 🏆 Octopus Electric Vehicles, part of the Octopus Energy Group, won the Sunday Times best company to work for in 2024. We were named 6th out of the top 100 start-ups to work for by Tempo in 2025 and on Glassdoor we were voted 50 best places to work in 2022. Our Group CEO, Greg has recorded a podcast about our culture and how we empower our people. We’ve also been placed in the top 10 companies for senior leadership - Just to let you know, we are dog friendly company so you may see our 4 legged friends in the offices - feel free to bring yours! Rest assured though, we've taken lots of precautions for those who have allergies! About us The electric revolution has arrived - and from 2035 you’ll no longer be able to buy a new petrol or diesel car in the UK. We’re building a whole new way for drivers to join the electric charge and not only learn about and shop for their EV online, but experience a 'lease for life' through an industry changing customer experience. This is the chance to join one of the UK’s most exciting start-ups – making it easy for individuals and businesses to go electric by getting their car, charger and energy all in one cracking deal. Octopus Electric Vehicles launched in 2018 to make it seamless to switch to cleaner, greener driving. Our mission is to drive sustainable change, decarbonise the planet and provide our customers with fair pricing and a fantastic experience. We're an Octopus Energy company—an innovative new energy supplier. We are part of the Octopus Energy Group, which seeks to improve the lives of millions of people by transforming the industries we operate in. The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. If this sounds like you then we'd love to hear from you. Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. Need any specific accommodations? Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic! Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across Octopus, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.

• Manage a daily queue of chart requests that require logging into EHR (Electronic Health Record) systems and retrieving the necessary clinical information requested from the stakeholder team. • Ensure that retrieved documents are of high quality, include necessary meta-data, and are readily available for teams to leverage in support of our members. • Support the manager and internal teams in additional tasks that may include, but are not limited to, requesting EHR access for other team members, managing disenrollments from EHRs, tracking progress toward completion goals. • Maintain professionalism and respect the privacy of the individuals in the requests. This role has direct access to PHI and therefore must be diligent in maintaining the confidentiality of the members following HIPAA guidelines. • Perform other duties as assigned.

Sr. Financial Analyst Our Vision P\S\L Group is a global organisation dedicated to putting information at the service of medicine. The companies and people of the P\S\L Group aim to improve medical care by serving those who need it, those who provide it, and those who seek to improve it. To this end, we want our information and education services to contribute to the goals we share with our clinicians, clients, and supporters, namely: to accelerate the advancement of medicine and help people enjoy better, longer lives. Purpose Our key contribution to society is to help clinicians and those who support them provide state-of-the-art medical care. Our primary business purpose is to help clients and supporters increase the effectiveness of activities pertaining to scientific communication, medical education and the maintenance of audience intimacy. Primary Objectives: This role is responsible for supporting data-driven decision-making by developing budgets, forecasts, and financial models to project future performance. The role involves analyzing financial data to identify trends, risks, opportunities, and preparing clear, accurate reports for stakeholders on a regular basis. This role also plays a key role in variance analysis, comparing actual results against forecasts or budgets and explaining key differences. Additionally, the Financial Analyst provides actionable recommendations to improve profitability, reduce costs, and enhance operational efficiency, while working to streamline financial processes and improve reporting accuracy. Position reports to the Head of Financial Planning and Analysis What you will do - Develop and maintain financial models to support budgeting, forecasting, and long-term planning - Analyze financial performance, including revenue, expenses, and key business metrics - Prepare and deliver regular financial reports (monthly, quarterly, annual) - Conduct variance analysis to explain differences between actual results and budgets/forecasts - Partner with cross-functional teams to provide financial insights and support decision-making - Identify opportunities for cost savings, revenue growth, and operational improvements - Ensure accuracy, consistency, and integrity of financial data across systems and reports - Support process improvements to enhance efficiency and streamline financial reporting - Track progress towards company KPIs and OKRs - Partner with Practice Groups and Practice Areas Who you are - Strong analytical and problem-solving skills with the ability to interpret complex financial data - Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, financial modeling) - Experience with financial planning and analysis (FP&A), budgeting, and forecasting - Solid understanding of accounting principles and financial statements (income statement, balance sheet, cash flow) - Strong attention to detail and high level of accuracy - Ability to communicate financial insights clearly to non-financial stakeholders - Experience with financial systems and tools - Ability to work both independently and collaboratively in a team environment