Accounting Assistant - Worksman Cycles-800BUYCART - New York

Ofertas como Accounting Assistant

• Man Up!

  

  Accounting Clerk

  hace 27 días

  $55000–$60000 anual

  Jornada completa

  East New York, Brooklyn

  We are looking for a skilled Accounting Clerk to perform a variety of accounting, bookkeeping and financial tasks. Accounting Clerk responsibilities include keeping financial records updated, preparing reports and reconciling bank statements. You will run accounting software programs to process business transactions, like accounts payable and receivable, disbursements, expense vouchers and receipts. A successful accounting assistant should be familiar with all accounting procedures and have a flair for numbers. Ultimately, a successful Accounting Clerk will ensure that the company’s daily accounting functions run accurately and effectively.

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• UHY-US

  

  Head of Advisory - Tax and Accounting

  hace 1 día

  New York

  A great client at UHY is seeking a Head of Advisory - Tax and Accounting. The ideal candidate will have a CPA with tax experience, multi-location professional services leadership experience, and a proven track record of driving revenue growth and profitability. \n \n The Head of Advisory - Tax and Accounting role is a remote position with occasional travel. This is a client direct hire position. \n \n Head of Advisory - Tax and Accounting Responsibilities \n\n • Lead the growth and overall performance of the tax and accounting practice, including revenue, profitability, client retention, and operational effectiveness.\n, • Develop and execute business strategies that support expansion and long-term organizational goals.\n, • Oversee the integration of acquired practices, aligning teams, processes, service standards, and organizational culture.\n, • Identify opportunities to improve workflows, standardize service delivery, and build scalable operating processes.\n, • Establish performance metrics and accountability measures to improve productivity, service quality, and business results.\n, • Recruit, develop, and lead a strong management team across tax, accounting, bookkeeping, and operations.\n, • Build a culture focused on accountability, collaboration, client service, and continuous improvement.\n, • Strengthen relationships with clients, business partners, and leaders across related service lines to support retention and business development.\n, • Identify opportunities to expand client relationships, increase referrals, and grow services across the organization.\n, • Provide executive oversight of tax planning, compliance, technical quality, and risk management while empowering technical teams to manage day-to-day delivery.\n, • Partner with other business leaders to improve service delivery, implement technology, and support continued growth.\n, • Guide teams through organizational change, acquisitions, and business expansion.\n\n \n Head of Advisory - Tax and Accounting Requirements \n\n • Active CPA credential required, with prior tax experience.\n, • 12+ years of progressive leadership experience in tax, accounting, wealth management, or a related professional services environment.\n, • Experience leading a regional, national, or multi-location practice with responsibility for revenue, profitability, and overall business performance.\n, • Demonstrated success building and expanding a practice through organic growth, acquisitions, or both.\n, • Experience leading operational improvements, integrating acquired businesses, and developing scalable processes.\n, • Strong executive presence and the ability to build trust and influence senior leaders, clients, and cross-functional teams.\n, • Proven ability to develop leaders, improve team performance, and manage organizational change.\n, • Commercial mindset with experience driving client retention, business development, and account growth.\n, • High standards of integrity, professional ethics, regulatory compliance, and client service.\n, • Advanced degree in Taxation, Law, Business Administration, or a related field preferred.\n, • Experience serving physicians, dentists, medical groups, or high-net-worth clients preferred.\n, • Experience in a private equity-backed, rapidly growing, or acquisition-focused organization preferred.\n, • Familiarity with complex business structures and technology-enabled service delivery preferred.\n\n \n ----------------- \n UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is project work, loaned staff support or business process outsourcing–we are ready to meet your needs. \n \n Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly. \n

• Masterworks

  

  Senior Financial Advisor - Alternative Investments

  hace 19 días

  New York

  Bring your expertise to a new asset class: as a Senior Financial/Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into their broader investment portfolios as a source of diversification. Comprehensive training on the art market provided. Based at 1 World Trade Center. \n \n About Masterworks \n Masterworks Advisers is a Registered Investment Adviser that advises clients on fine art investment products. Through SEC-qualified shares of multi-million dollar paintings, we've introduced more than 70,000 active investors to the $2.2 trillion art market. The firm has over $1 billion in AUM and an art collection of more than 550 works. Our headquarters are located at 1 World Trade Center in New York City’s Financial District. \n \n Does this sound like you? \n\n • You have a strong interest in alternative investments and enjoy helping clients identify opportunities beyond traditional stocks and bonds.\n, • You have a track record of building and managing relationships with high-net-worth investors.\n, • You're comfortable making investment recommendations and translating complex products into a compelling client conversation.\n, • You thrive in an entrepreneurial, high-performance environment.\n\n \n Position Overview \n We’re looking for a Senior Investment Advisor who brings deep financial expertise and a proven track record in client relationship management to play a key role in growing our investor community. \n \n You’ll focus on Existing Investor Growth, managing a client base of established investors and driving repeat investment through proactive outreach, annual portfolio reviews, and strategic presentation of new investment opportunities – growing investor lifetime value and wallet share over time. \n \n In this role, you'll combine expertise in financial markets, portfolio construction, and macroeconomics with strong relationship skills to deliver an exceptional investor experience. No art background needed. We provide comprehensive training on the art market, art as an asset class, and Masterworks investments. \n \n Responsibilities \n\n • Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset\n, • Own and grow an established base of HNW clients by conducting portfolio reviews, presenting new investment opportunities, and driving investment decisions with confidence and credibility.\n, • Build deep, long-term relationships with a sophisticated investor base to increase investment activity and lifetime value\n, • Use CRM tools and data dashboards to manage pipeline, outreach strategy, and performance metrics\n, • Collaborate with Product, Marketing, and Finance Operations on specific business objectives\n\n \n Team Overview \n\n • Masterworks Advisers is a growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Senior Advisors are expected to lead by example, model excellence, and raise the bar for the broader team.\n\n \n Licensing \n\n • Already hold a Series 65 or Series 66? Great. If not, we'll support you in earning your Series 65 within your first 60 days of employment (typically 20 to 40 hours of study). Masterworks covers the cost of the exams and study materials. As a regulated entity, licensing is required. \n\n \n Requirements & Preferred Skills \n\n • 7+ years of relevant experience in investment or financial advisory roles (financial advisor, wealth advisor, private client advisor), wealth management, or a similar client-facing role\n, • Demonstrated success developing relationships with sophisticated investors and converting those relationships into meaningful capital commitments\n, • Ability to communicate with sophistication, authority, and professionalism with high-net-worth investors, both verbally and in writing\n, • Deep interest in alternative assets, financial markets, and macroeconomics\n, • Excellent organizational, problem-solving, relationship-building, and time management skills\n, • Proven ability to lead and perform in a fast-paced, high-volume environment\n, • CRM experience strongly preferred (e.g., HubSpot)\n, • Art market knowledge is a plus, but no prior art experience is required\n\n \n Benefits \n\n • Daily catered lunch\n, • Free admission to art museums and galleries\n, • Health, dental, and vision coverage with FSA options\n, • Paid parental leave\n, • PTO and 401(k)\n, • Discounted Equinox membership\n, • Happy hours, company outings, social clubs, and more\n\n \n Compensation: $150,000 to $200,000 OTE

• Northwestern Mutual

  

  Financial Advisor - NYC Small Business Coverage

  hace 2 días

  New York

  Entrepreneurial Wealth Management Advisor covering Business Owner Market. \n \n Serving Business Owners and Wealth Creators \n \n A historic transfer of wealth is underway. An estimated $120 trillion may change hands in the United States over the next few decades, presenting a unique opportunity to establish financial planning and advisory services for business owners who are Baby Boomers or members of older generations. \n \n Some wealth will pass through gifts and inheritances. Some will go to charity. A significant amount will also move when privately held businesses are sold, transferred, recapitalized, or liquidated. \n For many business owners, their company is their largest asset. They may have spent decades building its value without developing a clear plan to: \n\n • Prepare for an eventual sale or transition\n, • Turn business value into personal and family wealth\n, • Plan for taxes, retirement, and future income\n, • Transfer wealth efficiently across generations\n, • Protect their family, employees, and business\n\n \n Our team within Northwestern Mutual is building a specialist program focused on serving these wealth creators. We are looking for entrepreneurial professionals who want to build a wealth management practice in this market. \n \n This Is Not a Traditional Salaried Job \n \n This is a performance-based, entrepreneurial opportunity to build a financial advisory practice with the support of an established financial services organization. \n \n There is no franchise fee and no requirement to purchase an existing book of business. However, there is also no guaranteed salary or income. \n \n Candidates should be able to support themselves financially for approximately six to twelve months while developing their practice and building revenue. \n \n Compensation is based on performance and may include eligible commissions, fees, bonuses, and recurring compensation, subject to licensing, contracts, products, and program rules. \n \n What You Will Build \n You will learn how to: \n\n • Identify and engage business owners and other wealth creators\n, • Hold meaningful planning conversations with prospective clients\n, • Follow a repeatable go-to-market and business development process\n, • Work toward defined activity and conversion benchmarks\n, • Coordinate with specialists across wealth management, retirement planning, risk management, and estate planning\n, • Develop lasting client relationships and multiple potential revenue streams\n, • Build a practice that may develop meaningful enterprise value over time\n\n \n Eligible mature practices may also have access to certain practice-growth resources and financing solutions, subject to approval and applicable terms. \n \n First Six Months \n The first six months will include an intensive, primarily in-person coaching and development program. \n \n The program will focus on: \n\n • Business-owner planning concepts\n, • Prospecting and relationship development\n, • Market positioning and warm-network development\n, • Meeting preparation and execution\n, • Case development\n, • Pipeline management\n, • Activity and conversion tracking\n, • Licensing and professional development\n, • Building a disciplined weekly operating rhythm\n\n \n This opportunity requires consistent execution. Success will depend on your willingness to learn, follow the process, speak with prospective clients, and improve through coaching. \n \n Who We Are Looking For \n The strongest candidates will have: \n\n • At least three years of experience serving enterprise or small-business markets\n, • A background in financial services, banking, consulting, accounting, insurance, employee benefits, B2B sales, entrepreneurship, or a related field\n, • Strong personal and professional networks\n, • An independent and ownership-minded approach\n, • The discipline to follow repeatable processes\n, • The ability to build trust with business owners and senior decision-makers\n, • A willingness to be coached and measured against clear activity standards\n, • The financial ability to manage the initial business development period\n, • Authorization to work in the United States without sponsorship\n, • The ability to satisfy applicable licensing, registration, background review, contracting, and compliance requirements\n\n \n Prior wealth management experience is helpful but not required. \n \n For someone already operating a compatible solo or professional services business, a phased \n transition may be considered. Any outside business activity would require appropriate review and approval. \n \n Attend Our In-Person Opportunity Workshop \n \n Before beginning the formal selection process, qualified individuals are invited to attend a three-hour workshop: \n Date: Friday, October 16th, 2026 \n Time: Noon EST \n Location: 300 Madison Avenue, 25th Floor, New York, NY 10019 (or Virtual) \n Registration Link: To be sent after clicking apply \n \n The workshop will cover: \n\n • The Great Wealth Transfer\n, • The opportunity within the business-owner market\n, • How a wealth management practice is built\n, • The first six months of coaching and execution\n, • Compensation and practice economics\n, • Licensing and contracting requirements\n, • What success—and the work required to achieve it—looks like\n\n \n Interested? \n Apply through LinkedIn or send a short introduction outlining: \n\n • Your current professional background\n, • Your experience working with business owners\n, • Why you are interested in building a wealth management practice\n\n \n This is an entrepreneurial, performance-based opportunity—not a traditional salaried position. Income, practice value, financing, and future succession or acquisition opportunities are not guaranteed. Final terms of Northwestern Mutual affiliation, compensation, expenses, benefits, and contract terms will be discussed in the above workshop.

• Atlantic Group

  

  Chief Financial Officer

  hace 1 día

  New York

  Key Responsibilities \n 1. Financial Strategy and Leadership \n\n • Develop and execute the company's financial strategy in alignment with corporate objectives and long-term growth plans.\n, • Serve as a strategic business partner to the CEO, board of directors, and executive leadership team.\n, • Evaluate business performance, growth opportunities, acquisitions, investments, and strategic initiatives.\n, • Provide financial insights and recommendations to support executive decision-making.\n, • Establish financial objectives, performance targets, and key performance indicators (KPIs).\n\n 1. Financial Planning, Budgeting, and Forecasting \n\n • Lead annual budgeting, long-range financial planning, and periodic forecasting processes.\n, • Develop financial models, scenario analyses, and sensitivity assessments to support strategic planning.\n, • Monitor actual performance against budgets, forecasts, and business targets.\n, • Identify opportunities to improve revenue, profitability, cash flow, and operating efficiency.\n, • Develop and maintain financial dashboards and management reporting for executive leadership.\n\n 1. Financial Reporting and Accounting \n\n • Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements.\n, • Ensure compliance with applicable accounting standards, tax requirements, and regulatory obligations.\n, • Establish and maintain robust accounting policies, procedures, and internal financial controls.\n, • Oversee the month-end and year-end close processes.\n, • Coordinate external audits and work with external accounting, tax, and advisory firms as required.\n\n 1. Cash Flow, Treasury, and Capital Management \n\n • Oversee cash flow forecasting, working capital management, liquidity, and treasury activities.\n, • Develop strategies to optimize cash conversion, collections, payables, and balance sheet performance.\n, • Manage banking relationships, debt facilities, financing arrangements, and capital structure.\n, • Evaluate funding requirements and recommend appropriate financing strategies.\n, • Ensure sufficient liquidity to support ongoing operations and strategic investments.\n\n 1. Business Performance and Operational Excellence \n\n • Partner with business leaders to evaluate financial performance and operational effectiveness.\n, • Analyze revenue trends, cost structures, margins, and profitability by business unit, product, or customer segment.\n, • Identify cost optimization opportunities while protecting business quality and growth.\n, • Establish financial accountability and performance management processes across the organization.\n, • Drive improvements in financial systems, processes, automation, and reporting efficiency.\n\n 1. Risk Management, Compliance, and Governance \n\n • Identify, assess, and mitigate financial, operational, and strategic risks.\n, • Maintain effective internal controls and appropriate financial governance frameworks.\n, • Oversee tax planning, insurance considerations, regulatory reporting, and financial compliance.\n, • Ensure adherence to relevant laws, regulations, accounting standards, and company policies.\n, • Support the board and relevant committees with financial reporting, risk assessments, and governance matters.\n\n 1. Investor Relations and Strategic Transactions \n\n • Manage relationships with investors, lenders, shareholders, and other financial stakeholders, as applicable.\n, • Prepare financial presentations and performance updates for the board and investors.\n, • Lead financial due diligence and evaluation for mergers, acquisitions, divestitures, and strategic partnerships.\n, • Assess investment returns, valuation considerations, and capital allocation alternatives.\n, • Support fundraising, refinancing, and other strategic financing initiatives.\n\n 1. Leadership and Team Development \n\n • Lead, develop, and mentor the finance and accounting team.\n, • Build a high-performing finance function focused on accuracy, accountability, business partnership, and continuous improvement.\n, • Establish clear responsibilities, performance expectations, and professional development plans.\n, • Promote collaboration across finance, operations, sales, human resources, technology, and other departments.\n, • Foster a culture of financial discipline, transparency, and data-driven decision-making.\n\n \n Qualifications and Experience \n Education \n\n • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.\n, • MBA, master's degree in finance, or equivalent advanced qualification preferred.\n, • CPA, CA, ACCA, CFA, or another relevant professional designation preferred, depending on the company's requirements and jurisdiction.\n\n Professional Experience \n\n • Typically 10+ years of progressive experience in finance, accounting, corporate finance, or related functions.\n, • Significant experience leading a finance organization or major financial function.\n, • Demonstrated experience in financial planning and analysis, budgeting, forecasting, financial reporting, and cash management.\n, • Proven track record of supporting business growth, improving profitability, and strengthening financial controls.\n, • Experience working with executive leadership and presenting financial information to a board or equivalent governing body.\n, • Experience managing audits, compliance requirements, banking relationships, and external financial advisors.\n, • M&A, fundraising, investor relations, or capital markets experience is advantageous where relevant.\n\n, • \n

• Partnership Employment

  

  Territory Account Manager

  hace 2 días

  New York

  Territory/Account Manager – Market Expansion \n Out-of-Home & Digital Media | Long Island City, NY \n \n About the Role \n An established out-of-home media company with 25 years in business and recognizable brand clients is expanding its digital screen network into retail locations across multiple U.S. markets. This role will spearhead that growth: launching new markets, building local field teams, and securing 1,000+ retail locations for digital advertising screens. \n \n This isn’t a traditional sales role. Retail partners receive incentives for hosting screens, including their own ad in rotation, so onboarding locations are a relationship-driven partnership pitch. \n \n What You’ll Do \n\n • Launch new markets by recruiting, hiring, and training local freelance field reps to secure and install screens at retail locations\n, • Manage and support field reps across multiple cities, re-hiring as needed to keep each market on track\n, • Build and maintain relationships with retail location partners, answering questions and resolving issues\n, • Track location targets, installations, and field activity across markets\n, • As markets ramp up, shift into ongoing account and territory management\n\n \n What to Expect \n\n • Travel about 2 weeks a month for the first 6–12 months while new markets launch, then mostly office-based\n, • Join a 3-person team as the hire driving this expansion, with a clear path to build and lead a larger team\n\n \n What You Bring \n\n • Experience in field operations, territory or account management, market launches, or another fast-paced, multi-location role\n, • Strong relationship-building and communication skills, with comfort managing people remotely\n, • Highly organized, self-motivated, and energized by building something new\n, • Willingness to travel frequently in the first year\n\n \n Compensation \n\n • $80K–$100K base, depending on experience\n, • $2,500 monthly bonus when location targets are hit (50–100 locations secured and installed per market)\n, • First-year commission projected at $20K–$30K, with Year 2 total compensation projected at $160K–$170K\n, • Performance review after Year 1, with up to a 20% salary increase\n\n

• FINITETEK INC

  

  Senior Financial Advisor

  hace 1 día

  New York

  Job Title: Senior Financial Advisor \n Location: New York City, NY \n Job Type: Full-Time \n Work Setting: Hybrid (2 days in-office, 3 days remote) \n Salary: $165,000–$200,000 base salary, plus incentive compensation, based on experience. \n We are seeking an experienced Senior Financial Advisor to manage high-net-worth client relationships and deliver comprehensive, fiduciary-based wealth management and financial planning services. The ideal candidate will have 10+ years of lead financial advisor experience, a CFP® certification, and a strong background in comprehensive financial planning. \n Responsibilities: \n\n • Serve as the primary advisor for high-net-worth individuals and families.\n, • Develop and manage long-term client relationships and financial strategies.\n, • Provide comprehensive retirement, investment, tax, estate, and legacy planning.\n, • Advise clients on risk management, insurance, executive compensation, and wealth transfer strategies.\n, • Collaborate with investment and financial planning specialists to implement customized solutions.\n, • Guide clients through market fluctuations and major financial decisions.\n, • Identify planning opportunities and deliver objective, client-focused recommendations.\n, • Mentor junior advisors and contribute to the firm's growth.\n\n Requirements: \n\n • 10+ years of experience in a lead financial advisor role.\n, • Demonstrated ability to independently manage client relationships.\n, • Strong expertise in comprehensive financial planning and wealth management.\n, • CFP® certification required.\n, • Bachelor's degree from an accredited institution required.\n, • Excellent communication and relationship management skills.\n, • Experience with high-net-worth or ultra-high-net-worth clients preferred.\n, • Experience with fee-only RIAs or fiduciary advisory firms preferred.\n, • Knowledge of tax-efficient wealth management and estate planning preferred.\n\n Benefits: Medical, dental, and vision insurance; life and disability insurance; 401(k) matching; paid parental leave; commuter benefits; and professional development support. \n \n #SeniorFinancialAdvisor #FinancialAdvisor #WealthManagement #FinancialPlanning #CFP #CertifiedFinancialPlanner #HighNetWorth #PrivateWealthManagement #InvestmentManagement #Fiduciary #RetirementPlanning #EstatePlanning #FinancialServices #RIA #NewYorkJobs #NYCJobs #FinanceJobs #Hiring #NowHiring #USJobs \n \n

• American Consulting And Recruiting LLC

  

  Analyst, ABL Credit Underwriting

  hace 17 días

  New York

  Title: Analyst, Asset-Based Lending Credit Underwriting \n Location: Midtown, NYC 4x a week \n Firm: Growing Credit Asset Manager, >$2 billion AUM \n \n Excellent culture, career growth, and benefits! \n \n Position Summary \n The Analyst of Credit will be underwriting, structuring, and risk management of the Company’s credit investments and financing transactions, including asset-based wholesale facilities, forward-flow arrangements, and other private equity and private credit transactions. The analyst will be evaluating prospective transactions, executing deals, and managing credit risk across the Company’s portfolio. \n \n Key Responsibilities \n\n • Perform credit analysis and due diligence for prospective transactions, evaluating borrowers’ financial statements, cash flows, business models, capital structures, and overall creditworthiness, while leveraging a high-performing team of credit professionals.\n, • Develop and review of cash flow and financial models used to assess credit risk, expected returns, and transaction economics, ensuring models are sufficiently flexible to support transaction structuring and optimize risk-adjusted returns.\n, • Assist with the development and negotiation of key transaction terms, including advance rates, eligibility criteria, portfolio concentration limits, collateral performance requirements, and financial covenants, to appropriately manage borrower- and transaction-level risk.\n, • Prepare and present comprehensive credit memoranda and other transaction materials outlining key findings, risks, mitigants, and recommendations to senior management, investment and credit committees, and investors.\n, • Perform stress-testing frameworks, establish downside and break-even scenarios, and communicate results and emerging risks to senior leadership and relevant committees.\n, • Oversee ad hoc analyses and deliverables for internal and external stakeholders, leveraging comprehensive portfolio knowledge to provide timely, thoughtful, and consistent responses.\n, • Monitor market conditions, industry trends, and regulatory and legal developments that may affect the Company’s borrowers, transactions, and overall portfolio.\n\n \n Required Experience & Skills \n\n • 2+ years of experience in asset-based lending, securitized lending, and/or forward financing\n, • Bachelors degree completed\n, • Advanced understanding of financial analysis and credit underwriting, with demonstrated ability to evaluate balance sheets, income statements, cash flows, capital structures, and other key credit metrics.\n, • Strong financial modeling capabilities, including experience building, reviewing, and maintaining complex models used to assess investment performance, transaction economics, and credit risk.\n, • Thorough understanding of credit agreements, loan documentation, covenants, and other legal and structural considerations relevant to credit transactions.\n, • Excellent written and verbal communication skills, with the ability to synthesize complex financial and credit considerations and communicate them effectively to senior stakeholders.\n, • Exceptional attention to detail, project management, and organizational skills, with the ability to manage multiple priorities and effectively coordinate across levels of the organization in a fast-paced environment.\n, • Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial databases, portfolio management systems, or other credit-related technology is a plus.\n\n