Financial Services Representative - Lee fianacual services - Melville

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• Data Annotation

  

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

  22 days ago

  Melville

  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.

• Data Annotation

  

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

  22 days ago

  Melville

  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.

• Northwell Health

  

  Associate Financial Services Representative (hybrid)

  15 days ago

  Melville

  Job Description The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience. Job Responsibility 1.Assists in the verification of insurance benefits for services prior to admission. 2.Obtains timely pre-authorization for all outpatient and inpatient services. 3.Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. 4.Helps in coordinating inpatient billing. 5.Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations. 6.Assists in patient billing and maintaining pertinent records as required for maintenance of certification. 7.Helps in coordinating with nursing staff in planning and organizing program activities. 8.Majority of contact is internal and/or customer service oriented. 9.Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures. 10.Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on going matters. 11.Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise. 12.Prioritizes basic tasks; priorities typically guided by standard practices or by others. 13.Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks. 14.Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions. Job Qualification -High School Diploma or equivalent required. -Associate’s Degree or equivalent combination of education and related experience preferred. -0-1 years relevant experience preferred. Training for this position will be fully onsite in Melville before transitioning to a hybrid schedule. *Additional Salary Detail The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

• Data Annotation

  

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

  22 days ago

  Melville

  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.

• AmTrust Financial Services, Inc.

  

  Underwriting Internship - Summer 2026

  19 days ago

  Melville

  Overview The AI Process Optimization Intern will help business teams uncover opportunities to improve efficiency using modern AI tools, with a strong emphasis on accelerating and simplifying underwriting workflows. Over a 11-week program, the intern will build lightweight AI solutions, document repeatable methods, and support leaders in bringing automation into everyday operations. Key Responsibilities • Analyze underwriting and operational processes to identify where AI automation can create meaningful time savings., • Build and test AI-driven workflows using Copilot and related platforms., • Create clear documentation, playbooks, and guidelines that help teams adopt and scale new AI capabilities., • Work closely with underwriters and business partners to understand challenges and design targeted improvements., • Stay current on emerging AI tools and assess their potential value for underwriting and other functional areas., • Deliver concise updates, demos, and recommendations to leaders and cross functional groups., • Contribute to additional AI or process-improvement initiatives as assigned. Qualifications Required • Rising Senior (graduating December 2026 or May 2027) actively pursuing bachelor’s degree in related field, • Bachelor’s degree candidate,, • Computer skills on MS Office (e.g. excel, power point), • Clear and concise written communication, • Minimal grammatical / spelling errors in written communication, • Professional demeanor with clients and teammates, • Demonstrates integrity and respect The expected compensation for this role is $25/hour. Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

• ProCFO Partners

  

  Chief Financial Officer - Fractional/Portfolio

  17 days ago

  Melville

  Chief Financial Officer - Fractional/Portfolio Location: Long Island, NY (Hybrid / Client-Based) ProCFO Partners is seeking an experienced CFO based in the Long Island, NY area who is interested in joining the next phase of growth at ProCFO Partners. This role is designed for seasoned financial leaders who want to apply their expertise across multiple businesses while operating within a clearly defined Fractional CFO model, supported by proven tools, frameworks, and a collaborative peer network. This opportunity combines the autonomy and flexibility of independent, portfolio-based work with the structure, support, and community of a national Fractional CFO firm. Our CFOs serve as embedded financial leaders to their clients, partnering closely with business owners to bring clarity to financial decision-making, strengthen operating discipline, and build scalable, sustainable companies. This role is best suited for entrepreneurial CFOs who appreciate working within a defined financial framework, value consistent methodologies, and are comfortable operating in an environment that includes collaboration, shared standards, and appropriate oversight across the broader ProCFO Partners team. Successful candidates are motivated by building trusted relationships with owners and leadership teams while contributing to a collective approach to excellence. This is an independent contractor position. Income potential is driven by the size and composition of your portfolio of ProCFO Partners clients. The Company: • We have a growing team of 40+ CFOs across the country., • Our core work is to solve for our client’s most urgent financial needs and implement a systematic, sustainable, and scalable framework for financial management and growth., • Our Create the Next strategy moves the organization towards achieving its goals., • Our CFOs have been CFOs in businesses of all sizes and industry. Many of our CFOs have also run businesses or have general management experience. They share common qualities of excellence and the desire to pass on their knowledge and experience. Role Overview: • As a Fractional CFO with ProCFO Partners, you will manage a portfolio of client engagements, serving as a strategic financial leader to each organization., • You will work within ProCFO Partners’ established frameworks and tools while tailoring your approach to meet each client’s specific needs., • You will collaborate with fellow CFOs, participate in ongoing training and peer forums, and contribute to the continuous refinement of our model and best practices. Key Responsibilities: • Serve as the CFO for a portfolio of small to mid-sized business clients, acting as a strategic partner to owners and leadership teams, • Lead client engagements, providing financial strategy, forecasting, cash flow management, and performance insights that support sound decision-making, • Apply ProCFO Partners’ financial frameworks and tools to deliver consistent, high-quality outcomes within our Service Delivery Standards, • Build and maintain trusted client relationships while collaborating with fellow ProCFO CFOs, internal resources, and referral partners, • Monthly reporting of outcomes within each client engagement, framing value and impact provided by the ProCFO for clients and continuously evolving financial leadership with clients to retain and grow client relationships Required Skills and Experience: • Senior-level financial leadership experience, including prior CFO or equivalent roles, • Experience partnering directly with business owners and senior leadership teams, with the ability to influence and build trust, • Strong understanding of how finance supports business growth and operational decision-making, • Large network with excellent presentation and communication skills, with the ability to simplify complex financial concepts., • Energetic, motivated, and results-oriented, with a track record of making things happen, • Comfort managing multiple client relationships simultaneously, • Ability to operate in a dual-facing role that requires clear, consistent communication with both clients and internal ProCFO Partners team members, • Self-directed, organized, and accountable, with the discipline required for portfolio-based work, • Entrepreneurial mindset with respect for defined processes, frameworks, and oversight, • Lifetime learner interested and comfortable in exploring new tools and technologies such as AI., • Must be located in or around Long Island, NY To learn more about ProCFO Partners and this opportunity, please visit:

• Big Think Capital

  

  Inside Sales Representative

  5 days ago

  Melville

  Inside Sales Representative Location: Melville, NY | Full-Time | Unlimited Earning Potential Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture Drive Your Success with Big Think Capital You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results. At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success. About Big Think Capital We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started. • Named Top Business Lending Firm of 2024 by Financial Services Review, • #1 Finance Broker on Trustpilot, • Certified Great Place to Work, • A culture of collaboration, accountability, and growth The Role: Funding Associate (Inside Sales) As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals. This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance. What You’ll Do • Engage and convert warm inbound leads from business owners nationwide, • Build relationships, identify funding needs, and present tailored financial solutions, • Manage a full sales pipeline and close deals efficiently and ethically, • Deliver consultative sales experiences that build trust and long-term relationships, • Collaborate with leadership and peers to enhance performance and process, • Consistently meet and exceed performance goals What We’re Looking For • 2–7+ years of sales experience (inside sales, lending, or financial services preferred), • Proven ability to meet or exceed sales targets in a fast-paced environment, • Exceptional communication, negotiation, and relationship-building skills, • Self-motivated, entrepreneurial, and goal-driven mindset, • Team player who thrives in a collaborative, performance-driven culture, • Familiarity with financial products or B2B sales is a plus What You’ll Get • Uncapped commission — you control your income, • Competitive base salary plus aggressive commission structure, • Warm inbound leads and curated prospecting lists, • Full benefits package — medical, dental, vision, PTO, 401(k), and more, • Continuous training, mentorship, and professional development, • Modern office environment with advanced CRM tools and sales technology, • Clear path to advancement into senior and leadership roles Join a Team Where Success Pays Off At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits. If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move. Apply today and take your career to the next level with Big Think Capital.

• Big Think Capital

  

  Entry-Level Inside Sales Representative

  5 days ago

  Melville

  Location: Melville, NY | Full-Time Base Salary + Uncapped Commission | Paid Training | Fast-Track Career Growth Launch Your Sales Career with Big Think Capital If you’re a recent college graduate who is competitive, driven, and ready to build real earning power early in your career, this is your opportunity. Big Think Capital is hiring entry-level Inside Sales Representatives to join our high-performance sales team. This is not a “starter job” where you wait years for advancement. It’s a structured path to strong income, professional development, and leadership opportunities. You bring the work ethic. We provide the training, leads, and platform. About Big Think Capital Big Think Capital is a nationally recognized business lending marketplace that has funded over $1 billion for more than 25,000 small and mid-sized businesses across the country. • Named Top Business Lending Firm of 2024 by Financial Services Review, • #1 Finance Broker on Trustpilot The Role: Entry-Level Funding Associate As an Inside Sales Representative, you will work directly with business owners who have already expressed interest in securing funding. This is a warm-lead sales environment — no cold calling. You will: • Speak with inbound, pre-qualified business owners, • Understand their financial needs and growth goals, • Present tailored funding solutions, • Manage your pipeline from first call to close, • Build trusted relationships through consultative selling, • Consistently work toward and exceed performance goals You will receive hands-on sales training, daily coaching, and mentorship from experienced leaders. We invest heavily in developing top producers. Who This Role Is Built For • Recent college graduates eager to build a career in sales, • Competitive, goal-oriented individuals, • Former athletes or high-achievers who thrive in performance-driven environments, • Individuals motivated by income growth and advancement Compensation & Growth • Competitive base salary, • Uncapped commission structure, • Clear promotion track to senior and leadership roles, • Ongoing training and mentorship, • Full benefits package including medical, dental, vision, PTO, and 401(k) What We’re Looking For • Strong communication skills, • High energy and resilience, • Coachable and open to feedback, • Self-motivated with a strong work ethic, • Desire to build a long-term career in sales and finance Build Your Career Where Performance Is Recognized At Big Think Capital, your results directly impact your growth and income. If you are ready to take ownership of your career and develop into a high-performing sales professional, we want to meet you. Apply today to begin your career with Big Think Capital.