InvestNext — Simplifying real estate investment, amplifying opportunity, built to scale. At InvestNext, we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios. Inspired by our Detroit roots, we’re democratizing real estate investing for all, and reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures. A mission focused on real transformation. We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing. VP of Finance As an outcomes-focused company, excellent Finance leadership is critical to our business and culture, leading the charge on financial strategy and performance. Our VP of Finance will not only make sure we keep the lights on, they’ll contribute significantly to the operations that ensure our overarching business strategy leads to substantial results for our company and customers. They’ll work closely with every member of senior leadership to ensure our financial backbone supports all functions, while most regularly collaborating with the Executive Leadership Team (ELT) to drive the business forward. We’re a team of 60 folks working remotely across the US and Canada, prioritizing access to talent and diversity over location. This person will be our top-level Finance leader, with the autonomy and empowerment to continue to develop a well-operating function under their vision. The team currently consists of an Accounting Manager that will be under their management, and this role succeeds an exiting Finance executive. Budget Management Own the company’s detailed spending plan - Develop guidelines for spend management - Design and run the annual planning process, including department level budgets, headcount and hiring plans, and investment cases - Align the budget with company financial goals, taking into consideration historical spend, revenue, and department requirements - Collaborate to develop department budgets, ensuring goals are supported; review regularly, and empower leaders to make informed decisions in budget management Financial Forecast Lead the strategy for the company’s long-term financial performance - Own the design and development of the company financial forecast; run quarterly and monthly re-forecasts, so leadership always has an up to date view, and show variances with corrective actions. - Anticipate and adjust forecasts based on factors such as industry and market conditions, business outcomes, planned product evolution, etc.; as the financial expert, consult the ELT to inform business decisions - Participate as a consulted party in all initiatives that may impact company financials, providing expert guidance on implications and opportunities - Consider alternative financial scenarios when developing the ongoing company forecast to ensure the company is well positioned to adapt if expectations change, or to take advantage of new revenue opportunities - Keep executives informed and aligned on the financial strategy Reporting and Board Readiness Create and own the source of truth for company revenue and financial performance, including cash, operating expenses and SaaS metrics - Develop a centralized view of revenue and financial activity, standardizing data sources for transparency and precision, delivering monthly reporting packages to the CEO and ELT - Ensure timely delivery of data that departments need, such as collections updates - Provide the Board with required financial information and insights, assuring trust in our strategy and position through your presentation of data and dialogue Accounting Own the company’s accounting practices - Develop and maintain excellent, precise accounting processes and practices - Oversee company payroll - Manage business insurance coverage, corporate taxes, and compliance - Own all billing and tax reporting processes - Manage the audit process, and ensure company financials are compliant - Establish standards for revenue recognition and consult with executives to ensure practices align, such as sales contract design Strategic Finance Leadership and Business Partnership Serve as financial expert and strategist - Represent the company in finance-related discussions or negotiations, such as partner contracts for new lines of business - Maintain knowledge of industry and financial market trends to ensure the company forecast evolves realistically and responsibly - Ensure the ELT is aware of ongoing financial risks and opportunities, sharing strategic guidance for large company initiatives and direction, model alternative scenarios and advise ELT on tradeoffs - Consult as the financial expert when product features or services are being developed, such as new packaging strategies - Manage the company cap table and equity practices Financial Growth Partner in growth and investment activities - Consult with the ELT to develop capital structure and fundraising strategies - Support investor and Board relations, building trust in our strategy and metrics - Play a key role in fundraising activity, from advisor to financial collateral manager - Cap table and asset management Executive Partnership Position Finance to support for all functions - Represent company financials as a collective responsibility, ensuring executives understand fiscal responsibility to the company above department - Work with department leaders to align their goals with our financial strategy, serving as a finance business partner cross-functionally - Ensure departments are following financial processes and structures, such as adherence to budgets and accounting practices - Empower executives to make smart budgeting decisions, such as reallocating if priorities change, while sharing your strategic insight to guide informed decisions - Consult with leaders where there are financial knowledge gaps to elevate collaboration and decision-making Team Leadership Represent our leadership philosophy - Manage members of the Finance org with empathy and empowerment, serving as their mentor and growth partner - Exemplify, reinforce, and hold others accountable to our core principles - Listen and seek to understand, creating space for others to be curious and candid - Set a high behavioral standard in how you engage with others across the org, knowing you are a leader with explicit and implicit influence How You Work - You’re the kind of Finance leader who balances precision with perspective. You’ve built deep expertise across SaaS and professional services models, and you know how to translate complexity into clarity — whether you’re engaging the Board, coaching a teammate, or presenting a strategic plan that turns heads. - You see collaboration as a strength, not a checkbox. You lead with empathy and transparency, building trust across teams and approaching Finance as a service function that empowers the rest of the organization to thrive. - You’re analytical and entrepreneurial. You notice opportunities others might miss, and you’re not afraid to take ownership and act on them. You’ve led teams and strategy through change — navigating volatile markets, balancing risk with reward, and knowing when to move fast and when to slow down for precision. - And yes — your spreadsheets probably do run circles around everyone else’s. How You Think - You think like an owner — curious, creative, and unafraid to challenge the status quo. You don’t just crunch numbers; you tell the story behind them. You can make CAC and retention rates feel exciting because you know how to connect the dots between financial levers and business outcomes. - You champion transparency and use it to motivate others. You bring people along by making the financial picture accessible — the “why” behind the numbers, the trends that matter, and the opportunities ahead. - You ask bold questions. Are we giving away too much? Should we renegotiate that contract? How do we get to default alive? You look for ways to make the business smarter, stronger, and more sustainable. - Above all, you bring an entrepreneurial spirit to everything you do — spotting patterns, challenging assumptions, and helping the company make confident, well-informed bets on what’s next. Benefits - Robust 99% employer-paid medical, dental, and vision coverage - Generous equity grant; we want everyone to operate with an owner mindset and have a real stake in our success - 11 company-wide holidays per year - Uncapped paid time off, with minimums required to support our team’s work-life balance and help avoid burnout - 401k with 100% employer match, up to 4% annual salary - 100% WFH - Travel to spend time with the team, including company-wide and department offsites - Generous monthly budget to support your wellness and workspace - 16 weeks of paid parental leave - Laptop of choice Compensation We’re committed to paying fairly and competitively, so we utilize market data that aligns with comparable roles and companies in the tech industry, while considering the skill level needed for the role to determine salaries. In addition to our robust benefits, compensation for this role is determined based on experience and expected responsibilities for a VP of Finance, ranging from $220,000 - $250,000 per year.

Title: Advisor Assist Financial Professional (HYBRID OR REMOTE) Location: UNITED STATES-Remote Job Description: What You Will Bring Required Qualifications - Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services. - FINRA Series 7, 63 and 65 (or equivalent Series 66) registrations, active - Life Insurance Licenses - 2+years of success in sales Preferred Qualifications - Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems - Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement - Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations - Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners Skills Cross-Selling\: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. Effective Communications\: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Sales Proposals and Presentations\: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ClickCareers at Equitable to learn more. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE\: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com. About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Invest In Your Potential! At Equitable Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported. Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth. What You’ll Be Doing New Business & Application Processing - Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards. - Ensure all applications are complete, accurate, and “in good order” prior to submission - Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements - Provide timely updates to advisors and support transparency throughout the submission life cycle Client Service & Account Support - Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries - Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations - Maintain accurate and up-to-date client records within firm systems - Support client review preparation, including gathering account data and preparing meeting materials Client Communication & Advisor Support - Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities - Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve - Coordinate and schedule client meetings, annual reviews, and advisor follow-ups - Prepare meeting agendas, documentation, and post-meeting action items - Partner closely with assigned advisors to understand their practice needs and preferences Advisor Assist & Operational Excellence - Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models - Manage task queues and workflows to ensure timely and efficient completion of activities - Collaborate with internal teams (Operations, Compliance, Underwriting, Service Centers) to drive resolution and efficiency - Support audit readiness and adhere to Equitable’s compliance, supervision, and documentation standards This position offers a flexible work schedule\: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The base salary for this position is $55,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits\: Equitable Total Rewards Program

Role Description The Planning & Materials Supervisor for Beckman Coulter Diagnostics is responsible for leading a team of Buyers and Planners to ensure production takt is met, aligning delivery and inventory goals. Regular communication with other functional groups including Production, Strategic Sourcing, Quality and Engineering is critical to this role, along with developing strong supplier relationships. This position reports to the Supply Chain Manager and is part of the Supply Chain Department located in Miami and will be an on-site role. In this role, you will have the opportunity to: - Identify opportunities and implement plans to improve OTD and inventory. - Manage large supplier base ensuring adherence to demand. - Lead a team of Buyers and Planners. - Manage large, cross-functional groups to drive improvement initiatives. - Use the Danaher Business System to drive innovation and change. - Mentor and train new and current associates. - Lead and report on group progress against KPIs which include employee engagement, OTD, inventory and product availability. Qualifications - HS Diploma with 10+ years of experience, Bachelor’s degree in related field with 5+ years’ experience, or 3+ with master’s degree or 0-2 with Doctoral degree. - 4+ years in a materials planning/execution setting is needed to ensure success. - Proven background in driving measurable results in a regulated manufacturing environment. - S & OP process – at Danaher called PSI (Production, Sales and Inventory). - Oracle ERP and Oracle Cloud systems. - Problem Solving background. - Data Analytical and critical thinking. Requirements - Experience leading and influencing key stakeholders. - ASCM certification desirable. - IMAG experience. Benefits - Comprehensive package of benefits including paid time off. - Medical/dental/vision insurance. - 401(k) to eligible employees. - Flexible, remote working arrangements for eligible roles.

• Develop and maintain financial models, variance analyses, and performance dashboards to inform business decisions and resource allocations using data aggregation and dashboarding tools, including Power Query and Power BI • Drive process improvements and reporting enhancements, increasing forecast accuracy, transparency, and operational efficiency. • Serve as the financial analyst for the ES Digital portfolio, managing overhead cost center expenses across service lines (FTEs, software, hardware, contractor labor, etc.). • Lead monthly, quarterly, and annual forecast and planning activities, ensuring compliance with government regulations (CAS/FAR) and alignment with AOP and Long-Range Plan (LRP) targets. • Partner directly with ES functional leadership to understand financial drivers, evaluate trade-offs, and present insights that guide strategic execution. • Assist in the preparation of executive-level financial briefings summarizing key performance drivers, risks, and recommendations.