Title: Chief Financial Officer Hybrid Remote Cincinnati, OH Management Full-time Job Description: POSITION TITLE: CHIEF FINANCIAL OFFICER (CFO) REPORTS TO: Chief Executive Officer LIAISON TO: Board Treasurer, Board Finance Committee SUPERVISES: Finance Department (Budget Analyst, Accounting Contractor) POSITION SUMMARY: Responsible for all aspects of agency financial management. Current budget is $16M. Develop and monitor all financial policies and procedures; manage agency cash flow and risk. Develop agency budget; manage government grant budgets and billings. Produce financial reports for management staff, board and funders. RESPONSIBILITIES: - Serve as an active member of leadership and executive teams and provide leadership and guidance on all major strategic and financial matters concerning agency. - Assure that all financial activities are consistent with Caracole mission. - Supervise Finance Department (approx. 2 staff); hire, train, support team members in carrying out financial needs of the agency. - Work with senior leadership and CEO in projecting annual and monthly budgets. Prepare and monitor activity against all budgets. - Oversee all grant budgets and billings in line with all applicable regulations, processes and best practices. - Manage cash flow, use of the Line of Credit, bank accounts and corporate insurance. - Oversee all legally required tax and financial filings. - Oversee all accounts receivable and accounts payable including rents paid by clients and to landlords. - Manage agency financial risk including insurance policies and agency 401k retirement fund. - Provide staff support to the Board Finance Committee. Produce financial reports for board meetings. - Maintain and update Agency Financial Policy and Procedure Manual. - Coordinate all activities with accounting firm performing annual audit. - Produce monthly financial reports for each program. - Coordinate with Chief Operating Officer and HR to manage employee pay and benefits. - Management pay schedule to consultants and vendors. - Maintain confidentiality. - Produce quarterly and year-to-date financial reports for Board of Directors. - Oversee payroll, banking relationships, and broader financial systems administration. - Experience overseeing government and private grant restrictions, compliance requirements, and funding accountability. - Complete other duties as assigned by CEO. Requirements QUALIFICATIONS: Bachelor's degree or related progressive experience. Minimum five years experience of financial management in the nonprofit arena. 340B experience a plus. CPA a plus, but not required. REQUIRED SKILLS: - Advanced computer, keyboarding, and mathematical skills. - Experience with SAGE or similar accounting systems. PHYSICAL REQUIREMENTS: This position is a hybrid schedule, 2-3 days in office, 2-3 days remote at home. Work is generally 9am-5pm Monday-Friday, with very occasional scheduled evening meetings. The employee must be able to remain in a stationary position for multiple hours. Must operate a computer and other office productivity machinery, such as a phone and copy machine. Must have the ability to accurately communicate information and ideas so others will understand. Must be able to move throughout the building and other sites in the community. Employee must have reliable transportation. The employee must be able to lift and/or move up to 25 pounds. SALARY: This position is full time, salary (exempt) with a pay range between $124,000 - $132,000 annually. BENEFITS INCLUDE: - Hybrid work environment: in office and at home, with a paid lunch hour. - Competitive pay; annual increases, on-demand pay advances. - Medical health insurance, dental, and vision. - At no cost to the employee: short-term disability insurance, long-term disability insurance, life insurance, and employee assistance program. - 401k retirement plan with a company match. - Paid paternity leave. - Generous paid time off includes 11 paid holidays, up to 5 weeks of sick and vacation time off in your first year, and one community service day every year. - Reimbursements for work-related mileage and cellphone costs. - Nonprofit student loan forgiveness program. - Annual training allowance for all staff to continue their education - Funded through government grants, donations and program income; no medical billing. - Mission-focused local service agency with a focus on high-quality services and high-quality employment. - A friendly, progressive, recovery-friendly and inclusive environment that values people. Caracole is an equal opportunity employer. We are proactively seeking a diverse applicant pool. Reflective of our strategic and client needs, we welcome applications from individuals who live with HIV or are at risk for HIV. Salary Description $124,000 - $132,000 annually

• Lead the implementation, configuration, and support of Microsoft Dynamics 365 Finance / Dynamics AX Finance modules • Collaborate with finance stakeholders and business users to gather requirements and translate them into effective ERP solutions • Configure and support key finance modules, including General Ledger (GL), Asset Management / Fixed Assets, Accounts Receivable (AR), Accounts Payable (AP), Budgeting and Forecasting, Bank and Cash Management, Management Reporter, Project Costing, Manufacturing Costing • Configure and maintain Chart of Accounts, Account Structures, Financial Dimensions, Budget Models, and Financial Reporting structures • Design and implement Intercompany Accounting and Financial Consolidation solutions across multiple legal entities • Lead finance module deployments, upgrades, and multi-country rollout initiatives • Facilitate discovery workshops, fit-gap analysis sessions, solution design workshops, and business process reviews • Analyze finance business processes and recommend industry best practices and process improvements • Prepare Functional Design Documents (FDDs), Functional Specifications, Gap Analysis Documents, Business Process Documents, and Training Materials • Support data migration, testing, user acceptance testing (UAT), deployment, and post-go-live activities • Develop and execute end-to-end business scenario test cases and support issue resolution • Conduct training sessions and knowledge transfer workshops for finance teams and business users • Collaborate with technical consultants, project managers, and cross-functional teams to ensure successful project delivery • Provide guidance on financial controls, accounting practices, taxation requirements, and compliance standards • Ensure solutions are delivered on time, within scope, and aligned with business objectives • Stay updated with Dynamics 365 Finance product enhancements, industry trends, and ERP best practices

Role Description A FortServ é uma empresa que acredita no poder das pessoas para transformar serviços em experiências de qualidade. Atuamos com soluções terceirizadas, sempre com foco na excelência, na confiança e no cuidado com o que realmente importa. Nosso propósito é garantir tranquilidade para nossos clientes, cuidando com responsabilidade, honestidade e eficiência de cada detalhe. Queremos ser referência no nosso setor, reconhecidos não só pela qualidade do que entregamos, mas pela forma como fazemos: com ética, respeito, inovação e valorizando cada colaborador que faz parte da nossa história. - Cargo: Portaria - Horário: Diurno: 07:00 - 19:00 OU Noturno: 19:00 - 07:00 - Escala: 12x36 (Ter flexibilidade para PAR ou IMPAR) - Salário: 2031,57 - Regiões: Mooca, Pinheiros, Jardim Vera Cruz, Vila Ema, República, Vila Olímpia Requirements - Benefícios: VT + VR 26,00/DIA + VA 205,00/MÊS + ASSIDUIDADE 110,00/MÊS Benefits - VT - VR 26,00/DIA - VA 205,00/MÊS - ASSIDUIDADE 110,00/MÊS Company Description A FortServ é uma empresa que acredita no poder das pessoas para transformar serviços em experiências de qualidade.

Title: Member Service Specialist I Location: Remote, United States Job Description: Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Overview How you can make a difference: While working from the confines of your home, this position will be responsible for maintaining positive customer relationships by responding to a high volume of incoming customer inquiries via phone regarding all of HealthEquity's(HQY) spending account products. Proactively provide information and education to customers about IRS regulations and various spending accounts, claims processing and reimbursement procedures. This is a REMOTE position, but candidates must reside in the following states to be considered: AR, AL, FL, GA, IA, ID, IN, KS, KY, MO, MS, NC, OH, OK, SC, SD, TN, TX, UT, WY This Job Posting is for our August 24th Training Class. The available Shifts and associated Training times are below but subject to change depending on business needs. What you’ll be doing: - Research and respond to phone inquiries from our customers to ensure timely resolution of issues. - Educate members when appropriate to maximize use of products and services. - Consistently provide accurate information to customer inquiries in accordance with HealthEquity's (HQY) inquiry accuracy standards by prioritizing and utilizing appropriate tools, resources, internal communications, and training materials. - Educate customers on HealthEquity products such as eligible IRS expenses, Health Savings Accounts (HSA) investment and pricing options, Flexible Spending Accounts (FSA), Dependent Care, Transportation and claims processing procedures. - Serve as a customer advocate by identifying underlying customer needs and guiding them to appropriate programs and resources. - Establish rapport by offering information and services beyond the customer’s initial inquiry. - Research issues and policies to effectively resolve negative member experiences as needed. - Communicate with escalated members to understand their issue and work through resolution while remaining compliant with established security and policy practices. - Other duties, as assigned. Click here to learn more. What you will need to be successful: - High school diploma or equivalency required. Associates degree, preferred. - Must be 18 years of age or older - One to two years of Customer service experience is a plus - Proficiency with Microsoft Word, Outlook, Teams and Windows operating systems) is required. Able to navigate multiple computer screens and enter data - Strong oral and written communication skills - Strong problem solving and decisions making skills - Impeccable soft skills and interpersonal skills. Able to communicate empathetically, positively and professionally in challenging or escalated situations. - Must be able to take written, verbal and online assessments. - Must have a secure location to work at home without distraction behind a closed door to protect sensitive information - Must have a stable, high speed internet connection for handling calls without interruption of at least 10mbps down and 6mbps up - Someone who is adaptable and who embraces change and ambiguity - Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation. - Take part in occasional 360 Workspace Reviews, quick, simple check-in's (a brief video walkthrough or photo) to help ensure your remote setup stays safe and compliant. - Must be able to use a telephone and headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation. - Must be able to spend prolonged periods of each workday on the phone - Be able to come onsite to our Draper, Utah location for trainings, onboarding, or other team needs, with advance notice. - Ability to perform work at a computer station for 7-8+ hours a day and function in an environment with frequent interruptions is required. - Manage high volume of inbound calls and navigate complex, time sensitive situations. May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. - Interactions, de-escalating concerns and ensuring a positive member experience. - Maintain predictable and reliable attendance, with the ability to adapt to changing work schedules including participating in a shift bid on a yearly basis, and evolving business needs. #LI-Remote This is a remote position. Salary Range $17.00 / hour Benefits & Perks The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including: - Medical, dental, and vision - HSA contribution and match - Dependent care FSA match - Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year - Paid parental leave - 401(k) match - Personal and healthcare financial literacy programs - Ongoing education & tuition assistance - Gym and fitness reimbursement - Wellness program incentives Onboarding & Travel This is a remote role, with an in-person onboarding training component. New Member Services Specialists whom have been in employed with us for 6 months must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters in Utah. HealthEquity covers all required travel and accommodations. HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process. Why work with HealthEquity HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. You belong at HealthEquity! HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page. HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.