WealthCounsel, LLC

Financial Planning and Analysis

• Serve as a trusted partner to leadership and operations, delivering critical financial insights.
• Lead development of medium- and long-range cash flow and capital planning strategies.
• Manage monthly, quarterly, and annual budgeting and forecasting processes.
• Build, enhance, and maintain dynamic financial models to evaluate initiatives and projects.
• Conduct detailed variance analysis of actuals vs. forecast to identify trends, risks, and opportunities.
• Assess manufacturing costs, production efficiency, and KPIs to recommend actionable improvements.
• Collaborate with leadership and cross-functional teams to uncover cost optimization and process improvement opportunities.
• Translate complex data into clear, data-driven recommendations for decision-makers.
• Prepare and deliver financial reports, dashboards, and presentations for executives.
• Safeguard the accuracy and consistency of financial data across systems and reports.

Financial Analyst

Customer Support

• Serve as the primary point of contact for riders, offering live support through phone, chat, or email
• Provide ride information, troubleshoot issues, and assist riders during service interruptions or emergency situations
• Act as the human partner to autonomous vehicle AI, delivering assistance before, during, and after rides
• Collaborate closely with engineering, product, and operations teams to escalate issues and refine support protocols
• Help build and refine tools and processes to scale customer operations
• Contribute to testing and data collection initiatives to improve product and service quality
• Champion a safety-first culture and foster open communication across teams
• Work varied shifts as specified (including nights and weekends)

Customer Support – Vehicle Operations

Attorney

• Serve as a trusted advisor to developers, investors, lenders, landlords, and tenants on a wide variety of real estate transactions
• Represent clients in acquisitions, dispositions, financings, leasing, and joint ventures
• Draft, review, and negotiate purchase and sale agreements, easements, restrictive covenants, joint venture documents, and financing agreements
• Advise on development projects, including land use, zoning, and entitlement considerations
• Collaborate with cross-practice colleagues (tax, corporate finance, construction, environmental) to provide seamless support for complex deals
• Guide clients through portfolio restructurings, joint venture formations, and strategic structuring of real estate investments
• Deliver practical, business-minded legal counsel while ensuring compliance and mitigating risks

Real Estate Attorney

Therapist

• Complete psychosocial intakes and master treatment plans within required timelines.
• Facilitate daily group sessions covering orientation, mental health education, recovery, and self-care.
• Provide individual and group counseling to help clients address challenges and build coping strategies.
• Collaborate with multidisciplinary team members to develop, adjust, and implement treatment plans.
• Assist clients with care coordination, including documentation, referrals, and follow-ups.
• Maintain accurate and timely documentation in patient medical records for quality care and compliance.
• Support family involvement and education to foster a strong recovery network.
• Attend clinical meetings, participate in training (20+ hours/year), and contribute to a clean, safe, and respectful treatment environment.
• Uphold patient confidentiality and all HIPAA, federal, and state privacy regulations.
• Help individuals adjust to program routines while supporting their treatment progress.