Title: Manager, Accounting Services - Core Financial Outsourcing Location: Doylestown, PA Full Time Manager/Supervisor Core Financial Outsourcing is Now Hiring: Manager, Accounting Services (Full-Time, Hybrid, Doylestown, PA) Core Financial Outsourcing is not your average accounting firm! We are a bookkeeping, accounting, tax and consulting firm located in Doylestown, PA. We provide our services both onsite and virtually for a wide variety of clients with no particular focus on any one industry. What that means for our team is responsibility for many different types of accounting tasks rather than just focusing on only one area of the whole accounting picture. What You'll Do: The Manager, Accounting Services, is responsible for overseeing accounting operations, ensuring financial accuracy, and managing client accounts. This role involves supervising a team, with the ideal candidate detail-oriented, experienced in accounting principles, and skilled in process improvement. In this role you will serve a diverse clientele, acting as a strategic problem-solver, and allocating our teams’ resources to manage accounts and identify areas for further support. Client & Team Management - Act as an advisor for a diverse book of business, identifying areas for support and creating customized solutions to address their accounting needs - Evaluate and identify key account concerns, developing strategies using the team’s collective expertise and technological resources to resolve issues effectively - Led a team of Staff Accountants, overseeing the quality of their work to ensure it aligns with company standards and meets expectations. Serve as a primary point of contact between internal and external stakeholders, ensuring prompt and effective resolution of client needs - Collaborate with company leadership to optimize processes, ensure efficiency and establish consistent operational practices across the team - Complete ad hoc projects as needed, including operational analysis, audit support, as well as client-focused initiatives as required Financial Oversight & Reporting - Managing financial reporting and month-end closing procedures for a variety of clients. Support year-end financial reporting and ensure the books are closed accurately and efficiently - Provide high quality expert-level service to clients, including but not limited to bookkeeping, preparation of adjusting journal entries, preparation of financial statements, cash-flow forecasting, AP/AR services, etc. - Develop and improve financial reporting practices to be utilized both internally and externally, while ensuring compliance with tax regulations, audits and internal controls What We're Looking For: - Bachelor's degree in Accounting, Finance or related field required. CPA preferred - Minimum 10 years’ experience in accounting, with at least 2 years in a managerial role - Experience working in public accounting firm or financial services industry - Strong interpersonal and communication skills, able to handle multiple clients and projects while managing deadlines simultaneously - Strong proficiency in knowledge of Microsoft Office software, including Excel - Experience using QuickBooks Desktop and QuickBooks Online are preferred; any other accounting systems are a plus - Demonstrated leadership abilities with a strong focus on training and team development, along with excellent problem-solving skills - Highly organized and detail-oriented, with the ability to manage both independent tasks and collaborate effectively within a team What We Offer: - The expected pay range for this role will be commensurate with factors such as relevant experience, skills, and qualifications - Comprehensive benefits package including medical, dental, and vision with employer subsidy. Life insurance benefits are provided at no cost to the employee - 401(k) Retirement plan with employer match - Company paid holidays and paid vacation time off - ​​​​​​​Schedule: Monday-Friday, 40+ hours a week based on business requirement - Hybrid Work Environment: Flexible schedule with a combination of remote work and 2-3 days per week on-site at our offices in Doylestown, PA - Opportunities for career advancement - Regular team building events and company holiday parties Why work here? When asked to describe our culture in one word, the top answer from our staff was “Flexible.” We don’t just talk about work/life balance here, we really mean it. We work really hard to ensure we deliver the highest quality of service for our clients, but we value our free time too. We strive to create an office culture that feels laid back and cooperative and we make it a priority to bring our people together outside of the office as well so we can all put our work aside and just be ourselves. If you’re looking to share your expertise and help a growth-oriented team bridge the gap between traditional bookkeepers and business owners, we may have just the perfect fit for you, please apply today. Core Financial Outsourcing is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

• Assist in designing, building, and verifying system-to-system interfaces and solutions to connect D365 Finance with external applications • Help extract, transform, and load historical financial data—including subledger, refund, and reconciliation records—out of legacy systems and into the new environment • Review how the agency processes filing fees, refunds, and accounting workflows to ensure the software configurations meet everyday operational needs • Set up technical configurations that meet federal security standards, helping the team align with required delivery frameworks and authorization milestones.

• Manage and develop the financial framework of the business direction • Build and maintain the full P&L structure of the business direction • Develop methodologies for cost allocation across traffic channels • Establish robust control over advertising budgets • Own unit economics analysis by traffic source • Prepare regular financial reporting for Head of Performance Marketing and CFO • Ensure reconciliation between finance data and operational/marketing analytics • Plan weekly and monthly budget requirements • Provide pre-launch financial expertise for campaign planning • Collaborate with Finance Infrastructure Team to automate workflows.

Title: Virtual Financial Advisor - Charlotte locations NC - Charlotte time type Full time job requisition id REQ-46630 Job Description: Virtual Financial Advisor – Remote Charlotte, North Carolina Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being. This role focuses on re-engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market. Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll gain a strong foundation in sales and client service. Within 18-24 months, you’ll be equipped to join a local team or build your own practice with our support. This is a remote role. You’ll meet with clients virtually using tools like Microsoft Teams and Zoom. You’ll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: - Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity. - Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith. - Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. - Have access to a large existing client base with the ability to also help your friends, family and natural market. - Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided. - Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so. What You Bring Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: - Self-disciplined, independent and driven to succeed. - Motivated by helping others and seeing them achieve their goals, not just selling products. - A natural coach or guide with strong interpersonal skills. - Positive, energetic and results oriented. - Collaborative and excited to contribute to your team. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role. Requirements - Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. - FINRA Series 7, 63/65 or 66 required or obtained within 90 days. - State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days. - Eligibility to be securities registered and insurance licensed in all 50 states. - Satisfactory background check (criminal and financial). Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: - A base pay of $21.64-$24.04 per hour with additional monthly sales bonuses based on sales results and your client impact. The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation. - Comprehensive medical, vision and dental. - 401(k) matching and a pension plan. - Life and disability income insurance. - Maternity/paternity leave as well as adoption and surrogacy assistance. - Tuition reimbursement. - Four weeks of paid time off, plus up to 20 hours of volunteer time off. - Well-being programs to help you manage your physical, emotional and financial health. - Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $73,500 - $120,000 per year, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. #Remote