• Manage 3-6 direct reports • Coordinate property assignments and tasks to ensure timely and accurate client accounting and reporting • Identify training needs, track employee performance, and foster a positive work environment • Promote positive internal and external customer service • Review financial statement packages prior to submission to clients • Assist accountants with financial processes such as debt and real estate taxes • Update and maintain current project information for internal tracking

• Manage all accounting processes from implementation and reviews. • Oversight of A/P cycle completeness, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring the overall relationship with vendors are in good standing. • Oversight of 1099 preparation at year-end. • Verification of A/R cycle completeness, ensuring timely completion and submittal of invoices, regular payment collection, and that overall relationship with clients’ customers remains in good standing. • Management of cash balances, ensuring cash on hand is appropriate for upcoming financial commitments (i.e. A/P, payroll, etc.) and anticipating short- and long-term cash needs. • Prepares reports which summarize and forecast company business activity and financial position based on past, present, and expected operations. • Directs preparation of budgets and reviews budget proposals. • Provides management with reviews of the organization's financial status and progress in its various initiatives. • Coordinates information for audits of company's accounts, drafting audit schedules, and financial statements. • Prepares and/or reviews reports required by regulatory agencies, tax returns, etc. • Analyzing financial data including reviewing and correcting potential errors in the entries into the company’s software platform, to ensure the accuracy of financial reports. • Ensuring team compliance with GAAP, internal control processes, and segregation of duties. • Other projects and tasks as assigned.

• Act as the strategic Controller and high-level financial advisor for a portfolio of 10-20 small to mid-sized independent schools or nonprofits (revenue range of $500,000 to $10,000,000+) • Prepare and present high-level insights to Boards and Finance Committees, becoming their most trusted advisor • Lead monthly and quarterly conversations that turn financials into clear insights and action • Identify opportunities, risks, and blind spots, and guide clients toward better decisions; help schools navigate unique complexities like Tuition Receivable, Enrollment/Student Billing, and Donor-Restricted Funds. • Translate financial data into simple, practical recommendations your clients can actually use • Partner with clients on topics like cash flow, profitability, and operational efficiency • Collaborate and mentor your team to ensure financials are accurate, then spend your time using them, not just reviewing them

Role Description Originates mortgage loans in an assigned non-bank territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Qualifications - High school diploma or equivalent - Minimum one year of mortgage, sales, real estate, or banking experience - Ability to travel Requirements - Well-developed sales ability - Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies - Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience - Basic knowledge of local, state and national laws (e.g., zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.) - Ability to work independently - Ability to analyze financial information - Effective verbal and written communication skills - Established referral base within assigned market preferred Benefits - Healthcare (medical, dental, vision) - Basic term and optional term life insurance - Short-term and long-term disability - Pregnancy disability and parental leave - 401(k) and employer-funded retirement plan - Paid vacation (from two to five weeks depending on salary grade and tenure) - Up to 11 paid holiday opportunities - Adoption assistance - Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law