• 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

• 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

Role Description Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. - Develop, revise, and present financial plans through planning software - Ability to create and deliver tax, estate, and insurance planning - Identify advanced planning opportunities and develop internal best practices - Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create a holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading - Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Resource and collaboration with other Associate Wealth Advisors (AWAs) - Mastery of technology stack offered, including CRM system and custodian websites - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Independently interact and communicate with clients through emails, calls, and client presentations - Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - Ability to business develop in a team environment - Lead a select number of client relationships - Lead the development of financial planning recommendations to clients Qualifications - Bachelor’s Degree - Series 65 or equivalent - 4+ years of financial service experience - CFP® or equivalent (ChFC or CPA + PFS) preferred - Proven experience in financial analysis, modeling, and strategic planning - Strong understanding of investment strategies, risk management, tax planning, and estate planning - Excellent analytical skills and attention to detail - Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients - Team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Proficiency in financial software and tools for modeling and analysis, as well as CRM tools Requirements The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. Benefits - Annual cash bonus - Comprehensive benefits package - Medical, dental, vision, life insurance - 401(k) Company Description Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.