Financial Advisor, New York Life

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• Data Annotation

  

  Remote Financial Analyst - AI Trainer ($50-$60 per hour)

  3 months ago

  Latham

  DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• Robert Half

  

  Sr. Accountant

  21 days ago

  Latham

  Job Description We are partnering with a rapidly growing organization in the Capital Region to identify a Senior Accountant / Accounting Manager to join their team. This is a highly visible role with direct access to executive leadership and the opportunity to help build and scale the finance function during a period of significant growth. For immediate consideration please contact Carmen Warga in our Albany, NY office. Responsibilities: • Manage revenue-related journal entries and reviews to ensure accounting treatment aligns with applicable standards and company policies., • Complete bank and cash reconciliations each month, research variances, and resolve outstanding issues in a timely manner., • Oversee accounts receivable reconciliations, evaluate aging activity, and contribute to collection analysis and reporting., • Maintain schedules for accruals, prepayments, fixed assets, and other balance sheet accounts to support accurate financial reporting., • Record and reconcile operational transactions, including credit card activity, payables, and other general ledger items., • Prepare balance sheet reconciliations with clear supporting detail and explain notable fluctuations from prior periods or expectations., • Support and enhance month-end and year-end closing workflows to improve accuracy, consistency, and efficiency., • Assist with financial statement preparation, management reporting, audit support, tax-related documentation, and special projects such as process improvements, business analysis, and acquisition-related accounting work., • Bachelor’s degree in Accounting, Finance, or a related field., • 3–5 years of progressively responsible accounting experience., • Strong knowledge of accounting principles and financial reporting practices., • Hands-on experience with account reconciliations, journal entries, general ledger activity, and month-end close., • Advanced skills in Microsoft Excel and Google Sheets, with practical experience using QuickBooks., • Familiarity with AI and large language model tools to improve efficiency and support day-to-day workflows., • Strong analytical, organizational, and problem-solving abilities with careful attention to detail., • Clear communication skills and the ability to explain financial information to non-financial partners while managing deadlines in a fast-paced setting.

• PAMAL BROADCASTING

  

  Staff Accountant

  27 days ago

  Latham

  Job Description A diverse group of family owned businesses is looking for future Financial Leaders. The portfolio of businesses under management include investments in the media, automotive, hospitality, fitness and commercial real estate industries. The position will consist of processing daily, weekly and monthly accounting tasks, as well as implementing new processes and technology to make tasks more efficient. This position is also responsible for financial analysis of key business metrics and internal audits to ensure the consistency and integrity of the financial results. Summary We are seeking a Staff Accountant to join our team at Pamal Broadcasting. Reporting directly to the Secretary Treasurer, this role is crucial for maintaining accurate financial records and ensuring compliance with accounting standards. The Corporate Accountant will be responsible for various accounting functions that support our our businesses. The ideal candidate values consistency, and possesses a thirst for knowledge, a desire for continuous improvement, and an innate amount of curiosity. Responsibilities • Perform account reconciliations to ensure accuracy of financial data., • Manage bank reconciliations and resolve discrepancies as needed., • Utilize software for financial reporting and record-keeping., • Assist in general ledger reconciliation and month-end closing processes., • Prepare financial statements and reports for management review., • Mentor junior accounting staff and provide guidance on best practices., • Analyze financial data to support strategic decision-making. Requirements • Bachelor's degree in Accounting or Finance required, Master's preferred, • 1-5 Years Accounting experience, • Proven experience in accounting roles, with a focus on account reconciliation., • Proficiency in QuickBooks and Excel is essential., • Strong financial acumen with the ability to analyze complex data., • Excellent attention to detail and organizational skills., • Ability to mentor others and contribute to team development. If you are passionate about numbers and ready to make an impact in the broadcasting industry, we invite you to apply for the Corporate Accountant position at Pamal Broadcasting today! Job Type: Full-time Pay: $60,000.00 - $70,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • On-the-job training, • Paid sick time, • Paid time off, • Retirement plan, • Vision insurance

• Data Annotation

  

  Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)

  3 months ago

  Latham

  DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• PREMIUM MORTGAGE CORPORATION

  

  Underwriter

  27 days ago

  Latham

  Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered in Rochester, NY we have offices throughout New York and Florida, and are licensed in AL, CT, FL, MA, NE, NJ, NY, OH, PA, SC, TN, TX, and VT. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. This posting is an evergreen posting. While the posting is open for applications, we may not be actively filling this roll. The Underwriter is responsible for evaluating risk and making loan decisions based on existing underwriting guidelines and information and documentation provided in the loan file. The Underwriter will be responsible for completing the following job duties. • Reviews conditions on files within posted turn times, • Completes underwrite on files submitted to underwriting for approval within posted turn times, • Provides feedback on loan quality to the Underwriting Manager, • Mentors and develops processing staff and loan officers, • Maintains a unified voice with fellow underwriters on underwriting guidance, • Escalates files issues not covered in our guidelines to Underwriting Manager for guidance, • Communicates decisions to all internal parties, • Works jointly with co-workers to respond to concerns of quality on files, such as QC, PETR, NOR or audit/clarification requests from different managers or departments, • Stays up to date on changing rules and regulations pertaining to conventional and government-insured mortgages, • Meets the required KPI standards for the position (6 units per day based on weighted scale), • Training as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. The following qualification are required of the Underwriter. Education: • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience: • Previous experience in the mortgage industry with understanding of underwritingSkills:, • Customer service, • Time management, • Written communication, • Verbal communication, • Team player, • Able to multi-task, • Detail orientated, • Organizational, • Problem solving, • Independent Judgement The following equipment is used daily by the Underwriter and provided by Premium Mortgage. • Computer, • Phone, • Printer/copier/fax machine, • Excel and word programs, • Encompass software The Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. The following is a description of the physical requirements on a daily basis for the Underwriter. While performing the duties of the job the employee is regularly expected to: • Stand, • Sit, • Hear, • Walk, • Talk, • Stoop or kneel, • Repetitive motion This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Premium Mortgage Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. The starting base salary range for this position is $75,000 - $90,000, yearly. This is the range of the base pay only, it does not include other components that make up the total compensation package of the position. If offered a position, your total compensation package will be determined by experience, location, skills and/or education which may result in a total compensation package that falls outside the provided range.

• Brown & Brown

  

  Automotive Finance Manager

  28 days ago

  Latham

  Job Description Hiring Immediately, Automotive F&I Manager. Great compensation and benefits. We are seeking an Automotive F&I Manager for our client in Albany, NY. Sales are on the rise and our client needs a proven leader to drive growth. You will be joining a dealership with an energetic sales team, a motivated executive team with resources to help you succeed, and a fantastic community reputation. REQUIREMENTS Previous automotive experience is REQUIRED for this position, F&I experience preferred. Qualified candidates will have a proven track record of selling automotive products to clients, working knowledge of the finance process, and show through their work history an ability to generate sales with high customer satisfaction. We are looking for someone who works hard, communicates clearly and is interested in a real career with long term potential, not just a job. BENEFITS • Generous compensation based on experience, estimate $120,000 to $225,000, • Positive and family friendly atmosphere., • Energetic and experienced sales team., • Responsive and motivated executive team. RESPONSIBILITIES • Present vehicle protection products to clients., • Assist clients with completing transactions either in cash or with the securing of finance or lease terms., • Comply with all State and Federal regulations regarding privacy and transparency standards., • Participate in staff training to enhance the efficiency of the sales and finance departments., • Develop and implement sales strategies to crush targets., • Foster a customer-centric culture that prioritizes satisfaction., • Embrace technology to streamline the customer experience. Click the Apply button to submit your resume! We will contact you for your confidential interview. Call 844-HIRE-STAFF for additional questions. Apply now to submit your resume. Applicants must be 18 years or older and be authorized to work in the US. Applicants must have a valid driver’s license. The content of this ad is the sole responsibility of the advertising dealer. ©RecruitmentHQ 2024 Brown and Brown provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

• PREMIUM MORTGAGE CORPORATION

  

  Renovation Underwriter

  28 days ago

  Latham

  Job Description Renovation Underwriter Job Description Full Time | Hybrid | NY, FL Salary Range: $85,000 – $115,000 annual Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Underwriter is responsible for evaluating risk and rendering credit decisions on renovation loan applications in accordance with agency guidelines and company policy. This role requires in-depth knowledge of standard mortgage underwriting principles as well as specialized expertise in renovation lending programs across FHA, Fannie Mae, Freddie Mac, VA, and SONYMA, including the unique collateral, contractor, and project feasibility considerations inherent to renovation transactions. Underwriting Responsibilities • Completes full credit underwrite on files submitted to underwriting for approval within posted turn times, • Reviews conditions on files within posted turn times and communicates decisions clearly to all internal parties, • Maintains a unified voice with fellow underwriters on underwriting guidance and escalate file issues not covered by existing guidelines to the Head of Renovation for direction, • Provides feedback on loan quality and mentors processing staff and loan officers on file preparation and guideline compliance, • Works jointly with colleagues to respond to quality concerns, including QC, PETR, NOR, and audit or clarification requests from managers or other departments, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all renovation products offered, • Meets required KPI standards for the position, • Participate in training and development as needed Renovation Responsibilities • Underwrites renovation loan files in accordance with FHA 203(k), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, and SONYMA RemodelNY guidelines, • Evaluates project feasibility, including scope of work, contractor qualifications, construction bids and consultant reports to assess risk and ensure compliance with program requirements, • Reviews and approves contractor documentation, including licenses, insurance certificates, W-9s, executed contracts, and cost breakdowns, • Analyzes as-completed appraisals to confirm that the subject property’s projected value supports the renovation loan amount and complies with applicable LTV/CLTV requirements, • Reviews renovation escrow calculations and contingency reserves to ensure proper structuring of the renovation holdback in accordance with agency guidelines, • Coordinates with the Renovation Lending Analyst and closing team to confirm RLS system setup, pre-closing collateral documentation, and post-closing draw administration readiness, • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to confirm accurate accounting of all renovation-related fees, holdbacks, and escrow items, • Identifies and escalates unusual project risks, incomplete contractor documentation, or scope-of-work concerns to the Head of Renovation prior to issuing a decision, • Supports post-closing draw administration oversight by providing underwriting guidance on change orders, project scope modifications, or borrower disputes as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience • Minimum two years prior mortgage underwriting experience with a strong understanding of credit analysis, collateral evaluation, and agency guidelines., • Direct experience underwriting renovation loan products (FHA 203k, Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, or SONYMA) strongly preferred., • Familiarity with renovation escrow administration, draw management processes, and as-completed appraisal review preferred., • DE/SAR certifications preferred; CHUMS ID required for FHA renovation underwriting. Transferable Skills • Strong analytical and independent judgment skills with the ability to make sound credit decisions., • Excellent written and verbal communication skills with the ability to clearly convey underwriting decisions and conditions., • Detail-oriented with strong organizational and problem-solving abilities., • Effective time management and ability to manage multiple files simultaneously within established turn times., • Collaborative team player with the ability to mentor and support processing and origination staff. Working Conditions The Renovation Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

• Robert Half

  

  Bookkeeper

  8 days ago

  Latham

  Job Description We are looking for a detail-oriented Bookkeeper to support day-to-day financial operations for a property management environment in Latham, New York. This role is responsible for maintaining accurate records, processing transactions, and keeping routine accounting activities on schedule throughout the month. The ideal candidate brings hands-on bookkeeping experience, strong organizational skills, and the ability to manage payables, receipts, reconciliations, and reporting with consistency and accuracy. Responsibilities: • Prepare monthly reports, process recurring payables at the start of each month, and issue payments in a timely manner., • Record overhead and project-related invoices, review credit card and supplier charges, and allocate costs accurately for billing and tracking purposes., • Manage chargeback activity on a bi-weekly basis and ensure supporting documentation is complete and properly entered., • Handle cash receipt processing by making regular bank deposits, scanning checks into banking systems, and posting customer payments to accounting records., • Complete monthly bank reconciliations to verify balances and resolve discrepancies promptly., • Submit monthly sales tax filings accurately and within required deadlines., • Compile employee timesheet information and provide payroll hour summaries every two weeks., • Assist with quarterly financial statement reviews and support year-end reporting, including preparation for 1099 filing., • Maintain organized financial files and accounting documentation for ongoing reference and audit readiness.