• You will meet with existing and prospective clients to plan their financial future. • Utilize our company-provided technology and tools to improve your operation. • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Role Description Plant Design I/O is seeking an Accounting & Financial Operations Lead to own the day-to-day financial operations of our growing engineering and software consulting business. This role is responsible for: - Client billing - Accounts receivable - Expense management - Accounting administration - Payroll coordination - Financial reporting The ideal candidate is highly organized, proactive, and capable of operating independently with minimal supervision. This position reports directly to the President and offers the opportunity to grow into broader financial leadership responsibilities as the company expands. Responsibilities - Own the client billing process, including timesheet and expense validation. - Prepare and submit client invoices accurately and on time. - Manage accounts receivable and follow up on outstanding invoices. - Review employee expense reports and ensure proper documentation. - Perform bank and credit card reconciliations within QuickBooks. - Coordinate with ADP TotalSource and support payroll administration. - Serve as the primary liaison with the company's CPA and assist with monthly financial reporting and process improvements. Qualifications - 5+ years of accounting, bookkeeping, or financial operations experience. - Strong experience with billing, accounts receivable, and collections. - Proficiency with QuickBooks and Microsoft Excel. - Experience performing bank and credit card reconciliations. - Ability to work independently and manage multiple priorities. - Strong attention to detail and organizational skills. - Excellent written and verbal communication skills. Preferred Qualifications - Experience in engineering, consulting, staffing, or professional services. - Experience with time-and-expense billing environments. - Experience working with outsourced payroll providers. - Experience coordinating with external CPA firms. What Success Looks Like - Client invoices are accurate and sent on time. - Accounts receivables are actively managed and collected. - Financial records remain accurate and up to date. - Employee expenses are properly documented and billed when applicable. - The President spends less time managing day-to-day accounting activities. Location 100% remote but applicants in the Baton Rouge metropolitan area are highly preferred. This is a remote position. Benefits - 401(k) - 401(k) matching - Dental insurance - Flexible schedule - Health insurance - Paid time off - Vision insurance

Role Description At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path? - Earn While You Learn: Transition into a high-demand industry with a structured training program. - Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership. - Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." - Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions. - Professional Development: Attend structured training sessions to master financial concepts and client relationship management. Qualifications - Ethical Standards: Must be able to pass a standard soft background check. - Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. - Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance). - Communication: You should enjoy talking to people and have a "service-first" attitude.

• Line manage members of the Management Accountant team • Guiding, leading and developing direct reports with an emphasis on mentoring and strengthening the team • Produce timely and reliable monthly management accounts to tight deadlines for a selection of Vesta companies • Identify and investigate variances against benchmarks, provide analysis of differences, and explore potential problems with non-financial department heads • Take the lead on various projects, including process and system improvements • Update Excel-based reconciliation / support packs for all Balance Sheet accounts • Support and challenge the business heads with the Group’s Quarterly Strategic Review process (forecasting) • Prepare periodic financial statements and supporting schedules, tax computations and cash flow forecasts • Interpret and communicate financial data to non-financial managers, advise on the business impact and make appropriate recommendations • Involvement in on-going process development and transformation projects to improve business efficiency and profitability • Developing a continuous improvement framework to ensure efficiencies are rolled out and adopted by all team members and the wider organization where appropriate • Act as a Business Partner within all aspects of the role • Capture data and analysis to provide support to business decision making • Prepare quarterly VAT returns and Corporation tax packs • Contribute to the success of the overall corporate strategy • Support / assist with acquisition related activity including integration of people, systems and processes and acquisition accounting entries