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Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules.

Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions. Demonstrated experience resolving State and Federal payroll tax notices indep

SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules.

Come join Payroll Tax Operations (PTO) as a payroll tax professional responsible for the accurate and timely resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File. Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audi

SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. This role is primarily about fixing payroll tax problems, not running payroll.

SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. To drive ongoing fair pay for employees, Intuit conducts

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor resolves complex State and Federal tax notices,

SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. To drive ongoing fair pay for employees, Intuit conducts

Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions. Come join Payroll Tax Operations (PTO) as a payroll tax professional responsible for the accurate and timely resolution of payr

\n Meaningful work. Rewarding career.\n \n \nMake an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. \n \n \nAt Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.\n \n \n As a Thrivent Financial advisor, you will: \n\n • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.\n, • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.\n, • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.\n, • Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.\n, • Have the flexibility to control your schedule, allowing for work-life balance.\n, • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.\n, • Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.\n\n \n Desired Characteristics \n Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: \n\n • Self-disciplined, independent and driven to succeed.\n, • Motivated by helping others and seeing them achieve their goals.\n, • A natural coach or guide with strong interpersonal skills.\n, • Passionate about living a life of generosity by serving others, not just selling products.\n\n \n Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. \n \n Requirements \n\n • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.\n, • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.\n, • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.\n\n \n Compensation and Benefits \n You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: \n\n • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.\n, • Medical, dental, vision, disability and accidental death and dismemberment insurance.\n, • Pension, 401(k) and retiree medical plans.\n, • Ongoing support, training and opportunity for professional growth as you build your business.\n, • Well-being programs to help you manage your physical, emotional and financial health.\n, • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.\n, • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.\n\n \n Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering market competitive compensation programs to attract, reward and retain top talent. Compensation for this role is a combination of commissions, bonuses, and incentives. The average total compensation for this full-time role is $90,198 in the first three years, and our top Financial Advisors exceed $165,000 in total compensation during their first three years. Revenue is dependent upon performance and service to clients. \n \n About Thrivent \n Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. \n \n \n \n Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. \n \n To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy. \n Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. \n \n \n Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. \n Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources. \n \n \n \n

Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments, and communities. \n At Lumen, you’ll work on infrastructure customers rely on today and build for what’s next, where performance, security, and resilience matter. \n This is a high accountability environment where bold ideas drive real innovation for our customers, partners, and industry. The work is challenging, expectations are clear, and trust is built into how we operate. If you’re ready to take ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. \n\n \n \n The Role\n \n \n At Lumen, we connect people, data, and applications quickly, securely, and effortlessly. As an Account Manager II, Desk Based, you will drive new customer acquisition and revenue growth across an assigned territory. Using consultative, outcome-driven sales techniques and digital engagement strategies, you will identify customer needs, develop opportunities, and recommend solutions that deliver meaningful business value. You will manage the full sales cycle, contribute to an exceptional customer experience, and support team success by sharing best practices and modeling strong sales behaviors. \n \n \n \n \n Location and Schedule \n \n \n Work Location: This is a Work from Home position. \n Schedule: You will work 8am-5pm within your time zone. \n \n \n \n \n The Main Responsibilities\n \n \n \n • Desk-based prospecting, selling and account management into assigned customer, meeting assigned monthly sales quotas. Proactively solve sales challenges and customer obstacles.\n, • Deliver a strong value proposition during consultative and transactional selling approaches that maximize sales revenue. \n, • Prospect and qualify through calls, emails, social media, internal marketing campaigns, call blitzes, follow up, etc.\n, • Effectively navigate company systems and tools to provide customers with timely quotes, follow up.\n, • Prepare agendas for every customer call, conduct strong customer meetings and identify opportunities from every sales call. \n, • Engage internal resources and support personnel to provide an exceptional customer experience.\n, • Leverage the broader sales resource eco-system to drive high impact opportunities.\n, • Work with urgency through all aspects of the sales cycle through closing.\n, • Maintain updated sales stages and accurate notes in Salesforce.com. Create and maintain account plans as required.\n, • Provide activity reports as required. Forecast and commit monthly sales volume accurately.\n, • Attend assigned meeting and participate in all company training requirements. \n, • Mentor teammates as a senior person on the team and lead by example with a strong attitude, high energy and leadership characteristics.\n \n \n \n \n \n What We Look For in a Candidate\n \n \n Minimum\n \n, • Bachelor's degree or an equivalent combination of education and relevant experience.\n, • Four or more years of sales experience in technology, telecommunications, business services, or a related industry.\n, • Experience developing new business opportunities and managing customer relationships in a consultative sales environment.\n, • Demonstrated success in a desk-based, inside, or outside sales environment.\n, • Strong prospecting, relationship-building, presentation, negotiation, and closing skills.\n, • Ability to conduct effective virtual sales calls, web meetings, and customer presentations.\n, • Experience using Salesforce or a comparable CRM platform to manage opportunities, forecasts, and customer interactions.\n, • Strong planning, organization, written and verbal communication skills, with the ability to manage multiple priorities and collaborate effectively.\n Preferred\n \n, • Experience selling telecommunications, networking, cloud, security, managed services, or related technology solutions.\n, • Advanced experience in an inside sales, desk-based, or hybrid sales environment.\n, • Demonstrated success opening new accounts, developing new territories, or expanding business within assigned territories.\n, • Experience using Salesforce CRM.\n, • Experience leveraging social selling and digital prospecting tools to generate pipeline.\n, • Proven history of achieving or exceeding sales quotas.\n, • Knowledge of consultative, value-based, and solution-selling methodologies.\n, • Experience mentoring or coaching sales teammates, with strong business acumen and the ability to articulate customer outcomes.\n \n \n \n #projectvelocity \n \n \n \n \n Compensation\n \n \n This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.\n \n \n Location Based Pay Ranges\n \n \n $50,606 - $67,473 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY \n \n $53,144 - $70,848 in these states: CO HI MI MN NC NH NV OR RI \n \n $55,671 - $74,221 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA \n \n \n Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's:Benefits\n Bonus Structure \n #LI-Remote \n \n \n \n \n \n What to Expect Next\n \n \n \n\n Requisition #: 343601 \n \n Life at Lumen \n Life at Lumen is human and connected, even in a fast moving, AI‑focused organization. We set clear expectations and trust people to meet them. With real support and shared accountability, teams collaborate better, move faster, and deliver meaningful outcomes. \n Our Lumen 8 behaviors guide how we interact, make decisions, and work together, shaping a culture built to perform and win. \n To learn more about Life at Lumen and how we live the Lumen 8, please visit: \n https://jobs.lumen.com/global/en/life-at-lumen \n \n Background Screening \n If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page. Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. \n Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. \n \n Equal Employment Opportunities \n We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. \n \n Privacy Notice \n Lumen is committed to protecting the privacy and security of personal information collected during the recruitment and hiring process. Our Applicant Privacy Notice explains how we collect, use, disclose, and protect applicant information, as well as how individuals may request access to or deletion of their personal data. \n To review Lumen’s Global Employment Applicant and Talent Community Privacy Notice, please visit: \n https://jobs.lumen.com/global/en/privacy-notice \n \n Disclaimer \n The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. \n In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. \n Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

\n Who Are We? \n Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. \n \n Compensation Overview \n The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. \n \n Salary Range $89,800.00 - $148,300.00\n \n Target Openings 1\n \n What Is the Opportunity? Travelers Environmental group provides environmental liability coverage tailored to the needs of businesses such as manufacturers, laboratories, colleges, and contractors. The Account Executive (AE), Environment will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.\n \n \n As of the date of this posting, Travelers anticipates that this posting will remain open until 01/04/27.\n What Will You Do? \n \n • Manage the profitability, growth, and retention of an assigned book of business.\n, • Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.\n, • Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.\n, • Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.\n, • Identify and capture new business opportunities using consultative marketing and sales skills.\n, • Develop and execute agency sales plans. Execute region/group sales plans.\n, • Perform other duties as assigned.\n \n What Will Our Ideal Candidate Have? \n \n • Bachelor’s degree.\n, • Three to five years of relevant underwriting experience with experience in environmental liability.\n, • Knowledge of environmental liability products, the regulatory environment, and the local insurance market.\n, • Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.\n, • Communication skills with the ability to successfully negotiate with agents and brokers.\n, • CPCU designation.\n \n \n What is a Must Have? \n \n • Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.\n \n \n What Is in It for You? \n \n • Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.\n, • Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.\n, • Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.\n, • Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.\n, • Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.\n \n \n Employment Practices \n Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. \n \n In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. \n \n If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. \n \n Travelers reserves the right to fill this position at a level above or below the level included in this posting. \n \n To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/. \n

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

The Senior Grants & Finance Manager is integral to fostering an environment and culture conducive to advancing genomics-related research excellence at the New York Genome Center (NYGC). This role oversees the administration of grants and sponsored research, serving as a key resource for Principal Investigators (PIs) and scientific staff. The incumbent manages a diverse portfolio of funding sources, including government and foundation grants, restricted gifts, fellowships, and startup packages, and advises PIs and program management, helping to set up spending plans that maximize restricted fund usage. This role may also oversee NYGC programs and large initiative funds. Acting as an expert on complex sponsored fiscal policies and procedures, the Senior Grants & Finance Manager interprets guidelines and policies, advises faculty and staff on available options or alternatives, and effectively recommends courses of action. This role liaises with departmental counterparts at faculty members' home institutions to streamline effort, spending, and other financial planning. Additionally, the incumbent is responsible for PI-related deliverables, including effort reporting, quarterly expense validations, annual and quarterly fiscal reports, project closeout, and expense monitoring. The position includes direct supervision of the Pre- and Post-Award Specialist, providing guidance, training, and support. As a subject matter expert and central resource for the Grants team, the Senior Grants & Finance Manager will also participate in ERP implementation (e.g., Cayuse) and ensure compliance with grant-related policies. This position reports to the Director of Research Administration. Key Responsibilities include (but are not limited to): Pre-award Activities: • Prepare and submit grant and contract proposals according to sponsor guidelines on behalf of NYGC as the Signing Official., • Review Funding Opportunity (FOA) guidelines thoroughly and communicate key details with PIs and research staff. Provide summaries and checklists of required documents based on FOA requirements., • Develop proposal budgets and compile necessary documents for prime and subawards following sponsor and institutional requirements., • Maintain updated records of current and pending awards, biosketches, and other support documents for PIs., • Review and submit Just-in-Time documents per sponsor requirements. Award Setup and Management: • Coordinate new award account setup and modifications, ensure database records are up to date., • Review and communicate the award terms and conditions, including effort commitment, deliverable requirements, and scientific overlap., • Meticulously review terms and conditions outlined in agreements, and negotiate with sponsors in close collaboration with the legal team as needed. Provide official sign-off to ensure compliance and alignment with organizational policies and objectives., • Manage reduction in budget and re-budgeting processes as necessary. Review and submit prior approval requests to sponsors as needed., • Review and submit timely non-competing progress reports in accordance with sponsor terms., • Manage subaward agreements for Principal Investigators (PIs). Oversee subrecipient monitoring and support PIs in effectively communicating with prime and/or subaward organizations, collaborators, and other stakeholders regarding the execution and management of subawards. Financial Management: • Maintain accurate budget vs. actual reports for all funding sources available to PIs., • Monitor and review expenditures; review and update financials and projections in portfolio workbooks monthly; and provide monthly reporting and continuous PI communication., • Collaborate with PIs on budget forecasting and spending projections., • Monitor subaward progress and invoicing to subrecipients where NYGC is the prime recipient institution., • Review purchase orders, Concur reimbursement requests, and invoices for compliance with grant/funding terms, and NYGC’s internal expense policies., • Closely monitor effort reporting, including facilitating PI sign-off for effort reporting cards for grant-funded personnel., • Perform annual, quarterly, and closeout programmatic and financial reporting for the funding sponsor, as required. Administration and Project Management: • Track, manage, and report on specific funding sources, including sequencing-related contracts., • Develop and maintain financial master workbooks for each faculty and funding source., • Implement and maintain an effort reporting process and quarterly PI expense validations., • Stay updated on compliance requirements associated with federal, state, and private funding., • Directly supervise the Pre- and Post-Award Specialist, providing guidance, training, and support. Review proposals, deliverables and requests to sponsors., • Lead the orientation of new staff by providing training on internal and external systems and processes., • Manage the onboarding of new staff by creating institutional accounts on internal and external systems., • Be actively involved in ERP Implementation (e.g., Cayuse) as a subject matter expert to review, test, and improve processes. The highly qualified candidate will have senior-level responsibilities that require independent management of pre-award and post-award financial management. The successful candidate will play a vital role in our team, contributing expertise in both areas while demonstrating strong leadership and organizational skills. Requirements & Qualifications: • A bachelor’s degree in a business-related field (e.g., accounting, finance, economics) is required; an advanced degree is preferred., • Research Administrator (CRA) certification is preferred., • Seven or more years of related pre- and post-award or budgeting financial experience required, including:, • 3+ years of recent experience with financial administration of NIH grants., • Experience with NSF, US DOE, and US DOD preferred., • Proficiency with general and non-profit accounting principles., • Experience with internal and external audits., • Strong understanding of research compliance issues, federal agency practices, regulations, and policies, including the Uniform Guidance., • Demonstrated ability to collaborate effectively with PIs, research staff, and funding agencies., • Demonstrated experience working effectively, collaboratively, and diplomatically with PIs and senior administrators required., • Supervisory experience preferred., • Excellent written and verbal communication skills with meticulous attention to detail., • Strong problem-solving and analytical skills; demonstrated proficiency in Excel and web-based tools., • Excellent time management and organizational skills. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At NYGC we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Competencies: • Technical and Professional Skills: Consistently demonstrates skills and knowledge relevant for the current role; strives to expand the depth and breadth of technical and professional skills; works with a high level of integrity; exhibits focus and discipline; appropriately prioritizes, manages expectations, and delivers on commitments., • Collaborative & Communicative: Models collaboration and teamwork; brings out the best in others; effectively works with all levels, internally and externally; respects and embraces diversity of perspective; communicates clearly and listens carefully; uses good judgment as to what to communicate and when to do so., • Adaptable & Innovative: Adaptable and embraces change; develops new insights and pursues improvements and efficiency; fosters the exchange of new ideas and is willing to challenge the status quo; takes initiative and is solution-oriented; engages in work with passion and curiosity. Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Salary & Benefits The pay range for this position is between $124,000-$139,000 per year; the base pay offered may vary depending on job-related knowledge, skills, and experience. In addition, NYGC offers a full range of medical, financial, and other benefits as well as generous time off. This includes Medical/Dental/Vision for employees &; dependent(s); Vacation, Holidays, Sick, and Other Leave, including a paid winter break; a 401(k) match; Life Insurance; Flexible Spending Accounts; employee Tuition Reimbursement; flexible schedules and telework options for some positions; an Employee Assistance Program; and much more. About the New York Genome Center The New York Genome Center (NYGC) is an independent, nonprofit, academic research organization dedicated to advancing genomic research. NYGC scientists and staff are furthering new approaches to diagnosing and treating neurological diseases and cancer through their unique capabilities in whole genome sequencing, RNA sequencing, state-of-the art analytics, and the development of genomic tools. NYGC concentrates specifically on disease-based research in the following areas: neuropsychiatric disease (autism, schizophrenia, bipolar); neurodegenerative disease (ALS, Alzheimer’s, Parkinson’s, Huntington’s), and cancer. Located in Lower Manhattan, the New York Genome Center was founded by and remains closely affiliated with the leading academic medical centers and research universities in the New York region, engaging in research projects with and for these institutions. Essential to our collaborative work is an outstanding faculty, whose members typically hold a joint appointment at NYGC and a partner university. They support our scientific mission by conducting independent research in areas of mutual interest to us and the wider scientific community. Equal Opportunity We are committed to fostering a workplace environment that is welcoming and fair to all, ensuring that every employee has the opportunity to thrive. We believe that bringing together individuals with diverse backgrounds, experiences, and perspectives leads to greater collaboration, innovation, and discovery. Valuing and supporting each employee in reaching their full potential strengthens our organization and enhances our collective success. We recognize that creating an environment where all employees feel valued and included requires sustained effort and dedication from the entire organization. The New York Genome Center is a VEVRAA Federal Contractor. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, creed, color, gender, religion, national origin, sexual orientation, age, disability, genetic predisposition or carrier status, protected veteran or military status, domestic violence victim status, partnership status, caregiver status, alienage or citizenship status, marital status, or any other characteristic protected by applicable law. NYGC takes affirmative action in support of its policy to hire and advance in employment individuals who are protected veterans and individuals with disabilities.

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: Director of Finance Position Summary We are seeking a FP&A Analyst with a strong foundation in healthcare finance to support a rapidly growing multi-entity healthcare platform. This role will drive FP&A, operational analytics, and strategic finance initiatives, with direct exposure to executive leadership. The ideal candidate has a strong foundation in FP&A, including budgeting, forecasting, and pro forma modeling, along with an understanding of healthcare financial drivers such as payer mix, collections, and procedure-level economics. Key Responsibilities FP&A & Financial Reporting • Build and maintain budgets, forecasts, and cash flow models, • Support monthly close and multi-entity P&L reporting, • Analyze budget vs. actual performance and identify key drivers and variances, • Assist in developing standardized reporting cadence and outputs Operational Analytics • Build and maintain operational reports and dashboards to track key performance indicators across sites and service lines, • Ensure consistency and accuracy of operational data used in financial reporting and analysis • Identify trends and variances in operational performance and escalate insights to finance and leadership Strategic Finance & M&A • Support financial diligence and underwriting for acquisitions, • Assist leadership in evaluating new service lines and growth initiatives, • Build pro forma models based on operational and revenue assumptions, • Analyze service line performance, strategic initiatives and growth opportunities, • Translate acquisition and integration performance into inputs for ongoing forecasting and deal diligence Ad-Hoc • Support ad hoc financial and operational analyses as needed to inform business decisions, • Build quick-turn models and scenario analyses to support time-sensitive leadership requests, • Prepare presentation-ready schedules and materials for executive, board, and lender requests, • Partner with operations, accounting, and clinical leadership to source data and validate assumptions Required Qualifications • Bachelor's degree in Finance, Accounting, or related field, • 2–4 years of experience, healthcare finance preferred, • Strong understanding of payer mix, reimbursement models, and revenue cycle, • Experience with procedure-level or service line financial analysis, • Advanced proficiency in Excel What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: • Can take an assignment from concept through completion without requiring constant direction, • Knows how to research and troubleshoot problems independently, • Can take an incomplete data set or loosely defined problem and determine how to move forward Compensation $80,000–$100,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring budgeting and forecasting, multi-entity P&L reporting, operational dashboards, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

Legacy Oral Surgery & Implants is a family-owned oral and maxillofacial surgery practice with locations in Union City, NJ; Elizabeth, NJ; and Staten Island, NY. We're growing, through new locations and acquisitions, and we're looking for our first dedicated Financial Controller to build the financial foundation for that growth. The Role You'll own the practice's accounting and financial reporting across multiple locations and entities, reporting directly to the COO. This is a hands-on, build-it-right role: you'll set up the processes, controls, and reporting we'll rely on for years. You'll also be a strategic partner on expansion decisions. What You'll Do • Lead the monthly close, reconciliations, and financial statements across multiple entities and locations, • Manage intercompany allocations and shared-cost accounting, • Oversee NJ and NY payroll and tax compliance in coordination with our outside CPA firm, • Build reliable production, collections, and adjustment reporting from our practice-management system, • Own provider compensation calculations and make sure they're accurate, consistent, and well documented, • Support acquisition due diligence, integration, and purchase accounting, • Develop budgets, forecasts, and KPI dashboards for leadership, • Strengthen internal controls, AP/AR processes, and cash management What We're Looking For • accounting experience, including a controller or senior accounting leadership role, • Experience in healthcare, dental, or a multi-location medical group strongly preferred (DSO experience is a big plus), • Solid understanding of revenue cycle concepts: production, collections, adjustments, payer contracts, • Multi-entity accounting experience; acquisition experience is a plus, • CPA preferred, • Strong Excel skills; experience with QuickBooks or similar, and comfort pulling data from practice-management software, • Someone who can work independently, explain numbers clearly to non-finance people, and enjoys building systems from the ground up Compensation & Benefits • Base salary: $80,000–$130,000, depending on experience, • Annual performance bonus, • 401(k), • Paid time off

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: FP&A Manager Position Summary We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights. We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z. Key Responsibilities Operations & Business Analysis · Track and analyze key financial and operational KPIs · Analyze location-level performance and identify trends, risks, and opportunities · Work with operational teams to understand the business drivers behind financial results · Identify opportunities to improve efficiency, reduce costs, and increase profitability Financial Planning & Analysis · Prepare and analyze monthly P&L reporting across locations and business units · Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis · Identify and investigate drivers of revenue, expense, and profitability changes · Assist with annual budgeting and periodic forecasting Excel, Data & Process Improvement · Build and maintain advanced Excel models, reports, and analytical tools · Use Power Query to import, clean, combine, and automate recurring data · Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions · Improve and automate manual or repetitive reporting processes · Learn new systems, data sources, and business processes quickly What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: · Can take an assignment from concept through completion without requiring constant direction · Knows how to research and troubleshoot problems independently · Can take an incomplete data set or loosely defined problem and determine how to move forward Qualifications · Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field · 1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role · Advanced Microsoft Excel skills · Hands-on experience with Power Query and PivotTables · Working knowledge of P&Ls and financial statements · Strong analytical and problem-solving abilities · High attention to detail and accuracy · Strong written and verbal communication skills Preferred Qualifications · Experience with large data sets · Experience working with ERP, accounting, or financial reporting systems Compensation $60,000–$80,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

My name is Kenzie Bachelor and I am a recruiter at Insight Global, I came across your profile and feel that your background matches a Financial Counseling Manager we are hiring for one of our clients. Company: NYU Langone Position: Financial Counseling Manager Location: 550 1st Avenue, New York, NY 10016 Duration: PERM Working Hours: 8am-4pm M-F Salary: $82k-$96k (20% fee) Must Haves: • 5-7+ years of Revenue Cycle experience, • Bachelor's degree required, • Previous leadership/supervisory experience, • Strong people management and operational oversight experience Plusses: • Medicaid enrollment/application experience, • EPIC experience, • Financial counseling experience within healthcare, • Experience working with hospital billing or hospital-based revenue cycle operations Day-to-Day: • Oversee day-to-day operations of the Financial Counseling team, • Manage and support a team of approximately 18 staff members, • Ensure compliance with departmental policies and procedures, • Handle staff management, scheduling, and timekeeping responsibilities, • Monitor work queues and operational performance metrics, • Guide patients through Medicaid enrollment and local DSS assistance programs Job Description: Insight Global is seeking a Financial Counseling Manager for a leading healthcare organization. This individual will oversee a team responsible for helping patients navigate financial assistance programs, Medicaid enrollment, and other funding resources. The manager will be responsible for daily operations, staff supervision, policy compliance, workflow management, and cross-functional collaboration with care management and social work teams. The ideal candidate is a strong revenue cycle leader who thrives in fast-paced, evolving environments and can successfully guide teams through operational and system changes, including upcoming EPIC enhancements.

Job Title: Oracle ERP Cloud Financials & EDM Lead Location: New York, NY 10041 Duration: 02+ Months Pay Range: $81.00-$84.00/hr Job Description: • We are seeking an experienced Techno-Functional Oracle ERP/EDM Lead to support Oracle ERP Cloud Financials and Oracle Enterprise Data Management (EDM) initiatives within a corporate finance environment., • 7+ years of Oracle ERP implementation and support experience., • 5+ years of experience supporting Oracle ERP Cloud Financials., • 3+ years of Oracle Enterprise Data Management (EDM) experience., • Strong experience with Oracle Financials Cloud modules such as GL, AP, AR, Fixed Assets, Cash Management, and Procurement., • The role may also provide functional support for overlapping Oracle Cloud HCM requirements involving Payroll, Time and Labor, Absence Management, and basic Scheduling.

Healthcare Staffing Technology My client is a high-growth healthcare staffing technology company that has achieved 1000% growth over the past eight years and continues to expand into new markets nationwide. They are seeking a VP of Recruiting & Account Management to lead and scale two mission-critical functions. This executive will own team performance, client retention, account growth, and operational execution. Key Responsibilities • Lead and scale multi-state Account Management and Recruiting teams, • Build a performance-driven, accountable culture, • Own client satisfaction, retention, and account growth, • Establish scalable processes for relationship management and issue resolution, • Drive daily, weekly, and monthly performance targets, • Partner with Sales, Product, Technology, and Operations Qualifications • 7+ years of healthcare staffing experience, • 3+ years of people leadership experience, • Proven success managing Recruiting and/or Account Management teams, • Track record of scaling teams in high-growth environments Why Join • Profitable company with a track record of significant growth, • High-impact executive leadership position, • Direct influence on growth and operational strategy, • Competitive compensation and performance-based incentives If you are an experienced healthcare staffing leader interested in building and scaling high-performing teams, please reach out directly.

Medical Biller – Medicare & DME Oakland Gardens, NY • Full-Time | On-Site | Monday–Friday, 9:00 AM–5:30 PM Are you an experienced Medical Biller who knows Medicare, DME billing, and insurance follow-up—and also knows how to provide great customer service? We’re looking for a detail-oriented, persistent Medical Biller / Billing Specialist who can confidently manage claims, resolve denials, work directly with insurance carriers, and communicate professionally with patients regarding coverage, reimbursement, and account balances. This is a hands-on billing role for someone who understands that successful medical billing requires both strong technical knowledge and excellent follow-through with people This is a 100% on-site position. Remote work is not available. WHAT YOU’LL DO: • Process Medicare, Medicaid, commercial insurance, third-party, DME, and Home Health Agency billing, • Follow up on outstanding claims, payments, collections, eligibility, remittances, and appeals, • Communicate daily with Medicare, Medicaid, commercial insurance carriers, third-party payers, and patients, • Research and resolve denied, rejected, delayed, and unpaid claims, • Troubleshoot complex pharmacy and DME reimbursement issues, • Review A/R aging reports and aggressively follow up on outstanding balances, • Help ensure outstanding claims do not exceed 90 days, • Reconcile outstanding receivables for DME products, • Post required Medicare and Medicaid information into the pharmacy operating system, • Maintain complete and accurate patient account documentation, • Contact patients regarding insurance reimbursement, balances, and payment information, • Process credit card payments and establish monthly patient payment plans, • Handle paper billing for primary and secondary pharmacy claims, • Review prescriptions to help confirm items are covered by CMS or the appropriate third-party payer, • Answer calls regarding Medicare, Medicaid, commercial insurance, and third-party reimbursement, • Support workflow and performance-improvement initiatives WHAT WE’RE LOOKING FOR: Required: • At least 4+ years of Medicare billing experience, • At least 3+ years of DME billing experience, • Strong knowledge of Medicare Part B and third-party payment systems, • Working knowledge of Medicare and Medicaid billing regulations and requirements, • Experience with claim follow-up, denials, appeals, reimbursement, and A/R, • Strong customer service and interpersonal skills, • Ability to communicate professionally with patients and insurance carriers, • Excellent attention to detail and documentation, • Strong follow-through—you don't let unresolved claims or issues fall through the cracks, • Ability to manage multiple priorities and meet deadlines, • Experience with Microsoft Office, including Excel, Word, Outlook, PowerPoint, and Teams, • High school diploma or equivalent preferred A Plus: • Pharmacy reimbursement experience, • Knowledge of state, federal, and commercial pharmacy reimbursement, • Experience with MicroMerchant, • Experience with QS/1 THE RIGHT PERSON FOR THIS ROLE: • You may be a great fit if you're someone who enjoys solving billing problems, tracking down answers, talking with insurance companies, and helping patients understand what happens next., • We're looking for someone who is organized, accountable, comfortable working independently, and persistent enough to follow a claim through until the issue is resolved. SCHEDULE & WORK LOCATION: • Monday–Friday, • 9:00 AM–5:30 PM, • Full-Time, • On-Site Only – No Remote BENEFITS: • 401(k), • Health insurance, • Dental insurance, • Vision insurance, • Paid time off, • Employee discount If you have strong Medicare and DME billing experience and take pride in providing excellent customer service, we’d like to hear from you. Apply today. We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities. req26-00697

Zurich is currently looking for an experienced Executive Underwriter to join our Multinational team in New York City! While this position will be based out of our New York City office, you will have the flexibility to work on a hybrid basis being in the office 3 days per week. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Multinational Property and Casualty accounts. This is a market facing position and you will be expected to be visible in the marketplace 25% of the time. Our motto: One Carrier, One Solution, we are selling Multinational and Domestic business together to provide a holistic solution to multinational customers. Responsibilities: • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Middle Market Multinational division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships in the East Region, • Working within broad limits and authorities on highly complex assignments Executive Underwriter - Multinational Required Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Multinational experience, • Strong verbal and written communication skills, • Microsoft Office experience Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced Executive Large Property Underwriter or AVP, Director Large Property Underwriter, to join our National Large Property team in Zurich’s New York office. While this position will be based out of our New York office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Large Property Underwriter, you will handle complex new and renewal domestic Large Property accounts and serve as a Subject Matter Expert on the team. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers focused in the East region. In this role, you will: • Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules., • Develop, maintain & collaborate with Line of Business representatives on referrals and other business related needs, as appropriate., • May provide guidance to lower level associates., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Supports the sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities, • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. This role will be filled at either the Executive Large Property Underwriter or AVP, Director Large Property Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Executive Underwriter - Large Property Requirements: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP, Underwriting Director - Large Property Requirements: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Technical knowledge of Large Property Underwriting, • Established broker relationships (retail brokers) within the East region., • Sales execution mindset, • Creative problem solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $125,300.00 - $271,300.00. The proposed salary range for the Executive Large Property Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. The proposed salary range for the AVP, Director Large Property Underwriter is $165,600.00 - $271,300.00, with short-term incentive bonus eligibility set at 20%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-DIRECTOR #LI-HYBRID

Our client is a well-regarded financial services firm. Responsibilities: • Handled confidential information with discretion and accuracy, • Processed invoices, purchase orders, and basic bookkeeping tasks, • Ensure proper tracking, payment, and delivery of purchase orders and purchases, • Drive significant cost savings by assisting in vendor negotiations, • Drive standardization across payment terms and supplier credit Requirements: • 2+ years of experience in AP, • Bachelor's degree required, • Experience working at a family office is a plus, • Strong interpersonal skills, a team focus, and the ability to work in cross-functional teams, • Strong verbal and written communication skills, • Effectively prioritize and execute tasks conforming to shifting priorities, demands and timelines The annual base salary range is $85,000 to $100,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

A Boutique High-Growth Private Equity Firm is looking to hire a Assistant Controller, this role will report to CFO working with their Fund Finance, Tax, and IR Teams. Will be responsible for Fund Financial reporting, Finance Analytics and Analysis. This professional with be instrumental in the growth of the fund financial operations. they are building out a new team and processes. RESPONSIBILITIES • Design and rollout standardized Financial operating workflows, governance frameworks, and policies to replace prior processes, • Own the Fund Finance and and Financials including monthly close, and leadership reporting packages with a focus on automation and accuracy., • Lead annual budgeting, periodic forecasting, and variance analysis to drive executive decision-making., • Manage annual funds audits, enhance internal controls, and oversee management agreements REQUIREMENTS • Must have bachelor’s degree in Accounting, Master's and CPA a plus, • 9+ years of Accounting experience including Private Equity Funds, • Strong in GAAP, • Self-motivated with the ability to work independently, • MS Office proficiency--especially with Excel, • Problem solver with attention to detail

𝗢𝗽𝘁𝗶𝗼𝗻𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗮𝗸𝗶𝗻𝗴 𝗧𝗿𝗮𝗱𝗲𝗿 (𝗔𝘀𝗶𝗮 𝗛𝗼𝘂𝗿𝘀) 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝗖𝗵𝗶𝗰𝗮𝗴𝗼, 𝗜𝗟 𝗼𝗿 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸, 𝗡𝗬 | 🌏 Asia Market Coverage A leading proprietary trading firm is seeking an experienced Options Market Making Trader to help expand its Asia-hours trading operation. This role manages options portfolios, executes market-making strategies, monitors risk, and ensures seamless coverage across global trading desks. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀: • Trade and manage options portfolios during Asia market hours (Sunday through Thursday)., • Monitor and adjust trading systems and risk controls in real time., • Coordinate handoffs between global trading teams., • Partner with technology teams to address operational and system issues., • Contribute to strategy enhancements and execution improvements outside of trading hours. 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: • 2+ years of options market making experience., • 1+ year of market making portfolio management experience., • Strong risk management and decision-making skills., • Ability to thrive in a fast-paced, independent trading environment., • Excellent communication and collaboration skills. 𝗣𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: • S&P, Nasdaq, Russell, Metals, or VIX options market making., • Basic Python proficiency. Compensation: Target salary of $200,000 - $250,000 USD + Bonus. This is an opportunity to join a highly collaborative trading environment focused on innovation, technology, and continuous improvement while helping build and support a growing global trading operation.

Our client is a top financial services firm in Manhattan, and they are looking for an organized and motivated Senior Recruiting Coordinator to join the team. Responsibilities: • Work closely with candidates, recruiters, and stakeholders of all levels to schedule and confirm interviews., • Keep hiring teams and candidates informed throughout each stage of the recruiting process., • Identify opportunities to improve recruiting processes and lead the execution and implementation of those enhancements., • Support the planning, setup, and on-site participation for recruiting events, including conferences and career fairs., • Build, maintain, and nurture relationships with candidates. Qualifications: • 1-5 years of broad-based HR experience or strong coordination experience in an EA role at professional services firm, • Bachelor's degree is required, strong academic record preferred, • Exceptional communication skills, both in verbal and written interaction The annual base salary range is $70,000 to $100,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

Top-Tier Fin-Tech Firm in New York, NY is seeking a Director of Futures Risk! Responsibilities: • Monitor real-time risk across retail and institutional activity, • Oversee margin, exposure, and liquidation risk controls, • Implement and enhance pre- and post-trade risk frameworks, • Build scalable risk controls to support growth and new products Qualifications: • Bachelor's Degree, • 10+ years experience working in risk, • Experience in retail and B2B, • Experience with derivatives margining (e.g., VAR, SPAN or similar models)

About the Opportunity A People & Culture team is seeking a Senior Benefits Associate to take ownership of benefits administration and support the ongoing development of our US and Canadian benefits programs. This is an excellent opportunity to join a small, collaborative team where you’ll have significant responsibility, visibility with senior Total Rewards leadership, and the ability to make an immediate impact. Key Responsibilities • Oversee the daily administration of health, welfare, retirement, and other benefit programs for employees in the US and Canada., • Act as a key resource for employees, HR partners, and benefits providers, • Manage benefits throughout the employee lifecycle, • Support administration of wellness and voluntary programs, • Partner closely with Payroll to review benefit elections, payroll deductions, and carrier enrollment records, • Work directly with carriers, brokers, partners, retirement plan providers, and other vendors, • Maintain accurate documentation and audit records related to benefit elections, adjustments, corrections, and other plan activity, • Coordinate the annual open enrollment process, • Maintain accurate benefits information within the HRIS and ensure data remains consistent, • Prepare benefits-related reporting and analysis Qualifications • 4–6 years of hands-on experience in benefits administration, • Experience working with an HRIS and benefits administration platforms, • Strong understanding of US employee benefits

A well-established firm in Northern New Jersey is looking for a Senior Controller to join its team in a unique role that combines construction accounting, client advisory services, and internal financial leadership. This is not a traditional accounting position. You will work directly with a group of construction and closely held business owners, helping them improve financial reporting, cash flow visibility, job costing, WIP, budgeting, and overall accounting processes. At the same time, you will serve as the internal Controller for the CPA firm, overseeing its financial operations and working closely with the Managing Partner. What You’ll Do • Provide hands-on Controller and accounting support to construction and closely held business clients., • Oversee month-end close, financial reporting, cash flow, budgeting, job costing, WIP, and project-based accounting., • Work directly with business owners and senior leadership to improve financial reporting and business processes., • Manage multiple client engagements and priorities in a fast-paced environment., • Serve as the internal Controller for the CPA firm, overseeing its books, reporting, cash flow, and financial operations., • Help the Managing Partner with financial, administrative, vendor, insurance, and operational matters., • Identify opportunities to improve processes, reporting, and financial visibility across both client businesses and the firm. What We’re Looking For • Strong Controller or senior-level accounting experience, ideally within construction or another project-based business., • Solid understanding of job costing, WIP, financial reporting, budgeting, and cash flow management., • Ability to work independently and manage multiple businesses or engagements., • Strong communication skills and the ability to work directly with owners and senior executives., • Hands-on, solutions-oriented approach with the ability to move beyond simply preparing financial statements., • CPA firm, outsourced accounting, client advisory, or fractional Controller experience is a plus, but not required.

Executive Assistant – Healthcare Team A leading global private equity firm is seeking a Junior Executive Assistant to support its Healthcare investment team. This is a great opportunity for a polished, detail-oriented EA with a background in asset management to join a high-performing team at a top-tier investment firm. Responsibilities: • Provide high-level administrative and calendar support to members of the Healthcare investment team, • Coordinate complex scheduling across multiple time zones and stakeholders, • Manage travel arrangements and process expense reports, • Assist with meeting preparation, correspondence, and day-to-day team coordination, • Partner closely with other EAs and administrative staff to ensure seamless office operations Qualifications: • 2–5+ years of Executive Assistant experience within asset management, private equity, or a related investment firm, • Prior experience supporting a healthcare-focused investment team is a plus, but not required, • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment, • Professional, polished demeanor with excellent written and verbal communication skills, • High degree of discretion and ability to handle confidential information, • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) This is an excellent opportunity for an EA looking to grow within a collaborative, high-caliber investment environment.

Job Description: My client is seeking an Engineering Sourcer to identify, attract, and engage top-tier technical talent to support critical hiring initiatives. You will partner closely with recruiters and hiring managers to develop effective sourcing strategies and build strong candidate pipelines for high-priority engineering positions. You will also leverage recruitment data and market insights to continuously improve talent acquisition outcomes. What You’ll Do • Own and execute sourcing strategies across engineering roles, functions, and locations, • Proactively identify and engage high-caliber technical talent, • Stay current on technical hiring trends and competitive landscapes, • Track and analyze pipeline health, outreach performance, and conversion metrics to improve sourcing effectiveness What We’re Looking For • Ability to thrive in a fast-paced environment and adapt quickly to shifting priorities, • Data-driven mindset, • Excellent written communication skills, with the ability to craft compelling and personalized outreach, • Proven relationship-building skills and collaborative approach Requirements • Bachelor’s degree required, • At least 2 years experience sourcing or recruiting technical and engineering talent, • Strong written communication skills, including personalized outreach, • Proficiency with sourcing platforms and using market data to inform strategy, • Analytical, detail-oriented, and highly organized

Job Summary Are you looking to elevate your HR career or leverage your transferable skillset from another profession? Citadel is looking to expand their Recruiting Coordination team with team members who are ambitious, intellectually curious and thrive in a fast-paced environment! You will partner closely with internal recruiters through the full-cycle recruiting process across business areas. Recruiting Coordinators drive the hiring process forward and own the candidate management process. Your Objectives • Partner with senior recruiters to coordinate executive-level recruiting processes across multiple business units., • Coordinate complex interview scheduling, including working directly with candidates’ executive assistants., • Arrange candidate travel and logistics for onsite interviews, ensuring a seamless experience., • Maintain and update the Applicant Tracking System (ATS) with precision and accuracy., • Draft and prepare offer letters and assist with onboarding steps., • Serve as the first point of contact for candidates, executive assistants, and internal stakeholders—delivering “white glove” service at every touchpoint., • Escort candidates onsite, ensuring a professional and welcoming experience. Your Skills & Talents • Bachelor’s degree required., • Experience in recruiting or HR capacity., • Proficiency in Microsoft Outlook, experience with Outlook meetings., • Ability to manage multiple tasks and thrive in a fast-paced team environment., • Strong written and verbal communications skills., • Excellent analytical skills, with strong attention to detail and exceptional follow-through., • Self-motivated and proactive., • Ability to work productively both independently and collaboratively. Benefits • Working at one of the top financial firms in the world with world class talent who strives for excellence., • Developing your skills supporting teams who recruit the best and brightest in their industry., • Building relationships with a variety of stakeholders within Citadel’s businesses, including senior-level colleagues., • Former team members have moved into successful HR careers both within and outside of the firm., • Opportunity to receive an attractive compensation and benefit package including medical, dental, vision, accrued PTO, and free catered breakfast & lunch daily., • OT eligible. About Citadel Citadel is a worldwide leader in finance that uses next- generation technology and alpha-driven strategies to transform the global economy. They tackle some of the toughest problems in the industry by pushing themselves to be the best again and again. Citadel is guided by its core values of championing honesty, rewarding excellence, continuously learning, solving problems together, and earning the win. Compensation is based off of a total compensation including an hourly rate and overtime.

Are you looking for an opportunity to step into a highly visible Tax Director role at an Asset Management firm in NYC? We are partnering with an established Asset Management organization in NYC that is seeking a Tax Director to join its tax team. This position offers direct exposure to senior leadership and reports to an accomplished Head of Tax who is recognized for being both technically strong and an exceptional mentor. This is an ideal opportunity for a tax professional who enjoys working in a collaborative environment, partnering across departments, and contributing strategically to a growing organization. Given the lean size of the team, personality, communication skills, and the ability to build strong relationships are just as important as technical expertise. What You'll Do • Oversee the review of quarterly and annual income tax provision calculations and related financial statement disclosures (ASC 740), • Manage the review process for federal, state, and local tax compliance prepared by external service providers, • Coordinate and respond to federal, state, and local tax examinations, audits, and inquiries, • Assist with identifying, developing, and implementing tax planning opportunities and strategic initiatives, • Partner closely with finance, legal, operations, and external advisors on a variety of tax-related matters, • Support special projects, transactions, and business initiatives as the organization continues to grow, • Provide insights and recommendations to senior leadership on tax-related issues and opportunities Why This Opportunity? • Work directly with an experienced and highly respected Head of Tax, • Gain meaningful exposure to executive leadership and key stakeholders, • Broad and diverse tax responsibilities with both compliance and strategic planning components, • Collaborative culture with strong visibility across the organization, • Opportunity to make a tangible impact within a lean, high-performing team Qualifications • 10+ years of tax experience, including corporate income tax compliance (Form 1120) and income tax provision experience (ASC 740), • Experience gained within public accounting and the financial services industry, • Excellent communication, analytical, and relationship-building skills Days in office: • 4 days per week

Our client is a top financial services firm in Manhattan, and they are looking for Product Operational Specialist to join its Human Resources Management team. This team optimizes the technology platforms that power the firm's recruiting and employee support processes. The role is approximately 75% product management and 25% product operations, offering hands-on ownership from day one and a clear pathway to grow into a full product management role. Responsibilities • Manage product tickets end to end, including gathering requirements, coordinating testing and deployment with engineering, and supporting implementation, • Lead smaller product initiatives under the mentorship of senior product managers, • Partner with business users to identify needs and propose effective solutions, • Assist with platform configuration and contribute to broader roadmap priorities, • Investigate and resolve system errors and user-reported issues, • Perform data audits and cleanup to ensure accuracy and integrity, • Oversee user access and permissions across integrated HR platforms Qualifications • Bachelor's degree or equivalent, • 1+ years of relevant experience, in an analytical and tech driven role, • Outstanding internship experience in a relevant field will be considered, • Financial services and/or FinTech experience is a plus, • Excellent problem-solving and project management abilities, • Quick learner who adapts easily to new tools and processes, • Highly detail-oriented and organized, with excellent follow-through, • Self-starter with a genuine interest in product management and operations The annual base salary range is $70,000 to $90,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

We are partnering with a highly regarded global private markets firm to identify an experienced Executive Assistant to support senior leadership in its New York office. This is an excellent opportunity for a polished, proactive Executive Assistant who is comfortable supporting multiple senior executives in a fast-paced, high-performance environment. The successful candidate will have strong judgment, exceptional organizational and communication skills, and the ability to anticipate needs, manage competing priorities, and keep senior professionals organized and prepared. The firm offers a highly professional, collaborative environment and is seeking someone who takes ownership of their work, operates with discretion, and enjoys being an integral part of a busy executive team. Responsibilities Executive Support • Manage complex and frequently changing calendars for multiple senior executives., • Coordinate meetings, calls, appointments, and competing priorities across busy schedules., • Monitor email, calls, and incoming requests and help ensure appropriate follow-up., • Draft, edit, proofread, and finalize correspondence, presentations, and other business materials., • Track meetings, deadlines, and follow-up items to help keep executives organized and prepared., • Anticipate scheduling conflicts and other potential issues and address them proactively., • Handle sensitive and confidential information with discretion and sound judgment. Meetings & Events • Coordinate complex internal and external meetings involving multiple participants and schedules., • Prepare agendas, meeting materials, presentations, and other supporting documentation., • Assist with senior leadership meetings, events, and occasional off-site programs., • Coordinate conference rooms, technology, hospitality, and other meeting logistics., • Serve as a professional point of contact for clients, investors, guests, and internal colleagues. Travel & Logistics • Coordinate detailed domestic and international travel arrangements., • Prepare comprehensive itineraries, confirmations, agendas, directions, and supporting materials., • Monitor travel schedules and respond quickly to changes or unexpected issues., • Coordinate ground transportation, accommodations, and other travel-related logistics. Administrative Support • Prepare and submit accurate expense reports in a timely manner., • Provide backup support to other executives and members of the administrative team when needed., • Assist visiting executives and guests with travel, dining, transportation, and office logistics., • Support the broader administrative team and contribute wherever needed in a collaborative environment. Qualifications • Minimum of three years of executive or administrative support experience., • Experience supporting multiple senior executives simultaneously., • Prior experience within private equity, investment management, financial services, consulting, professional services, or another fast-paced corporate environment is strongly preferred., • Bachelor’s degree highly preferred., • Advanced proficiency with Microsoft Outlook, Word, Excel, and PowerPoint. Ideal Background The strongest candidates will be: • Highly organized and exceptionally detail oriented., • Comfortable managing multiple priorities and frequent time-sensitive requests., • Proactive and able to anticipate needs before they arise., • Calm and professional in a demanding, fast-moving environment., • Strong communicators with excellent written and verbal skills., • Resourceful, solutions oriented, and comfortable working independently., • Collaborative and willing to support colleagues when needed., • Discreet and trusted with highly confidential information., • Polished and comfortable interacting with senior executives, clients, investors, and other high-level stakeholders. This is an excellent opportunity for an accomplished Executive Assistant who enjoys working closely with senior leadership and wants to join a highly regarded global organization with a collaborative and professional culture.

Coda Search is partnering with a globally recognized Asset Management group that is seeking to hire a Staff Accountant in New York, NY. This is a dynamic firm that has over $50BN+ AUM that focuses on the emerging markets and global equities. This role would sit in the corporate accounting team reporting into the Assistant Controller where they would be responsible for assisting with the month-end close, preparing the financial statements, managing the GL, and assisting with the annual audit. The role would also be assisting with any cash management activities and acting as the right hand to the Assistant Controller. Responsibilities: • Assist with the month-end close preparing balance sheet reconciliations, accruals and adjusting entries, • Manage the GL and reconcile accounts, • Perform full cycle accounts payable processing/coding 50+ invoices on a weekly basis, • Manage all cash receipts and cash deposits, • Prepare schedules and work papers for balance sheet accounts, • Oversee a portfolio of vendors and ensure the information is accurate, • Assist with the annual audit and prepare any supporting documentation Qualifications: • Bachelors in Accounting/Finance, • 2+ years of accounting experience, • Prior experience in Asset Management or Financial Services would be a plus, • Excellent communication and presentation skills

Responsible for trading, managing, building and expanding the Americas EM & Credit SFT businesses for BSI and BBVA SA Responsibilities: -Trade the existing SFT Americas EM & Credit activity which includes: • Collateral: US Credit, Latam Sovereign, Latam Credit, • Currencies: USD, EUR, COP, CLP, MXN, etc., • Payoffs: fixed, floating, open, • Settlement: bilateral or triparty, • SFT Products - Repo, Securities Lending, TRS, Bond Forward, XCCY, Secured Loans -Grow SFT Americas EM & Credit businesses by expanding existing product capabilities and by adding new products and clients -Manage SFT positions and hedge risks including: liquidity, balance sheet, interest rates, and FX exposures -Enhance SFT desk position and risk management tools and processes -Work closely with the SFT trading and sales teams in the different geographies -Collaborate closely with middle and back office on settlement and operational issues -Work with Engineering, Legal, Business Processes, Risk, Middle and Back Office on designing and building SFT infrastructure in BSI or BBVA SA -Support UST Repo Trading team where possible Requirements • In depth SFT product knowledge of Latam Sovereign, EM Credit, and US Credit, • Knowledgeable regarding interest rate swaps, cross-currency swaps, FX spots, FX swaps, NDFs as hedge instruments, • Experience quoting all types of repos, bond forwards, total return swaps using multiple currencies, • Proven risk manager, prudent hedging and trading strategies, • Experience working with Latam Sales and Clients to manage and expand SFT activities, • Minimum 11+ years of work experience in Fixed Income markets, with at least 2 years of experience in SFT / Repo markets, • Strong communication skills and strong leadership skills, • Series 7 and 63, • Technical and analytical, • Strong communication skills, • Fluent in English, Spanish desirable, • Programming experience a plus, • Experience using Bloomberg, Brokertec, GLMX and other trading platforms., • Experience with Murex a plus All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $270,000 to $315,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these position

A leading Investment Bank in NYC is seeking a Vice President to join a newly established Capital Risk Management team in New York. This is an exciting opportunity to help build and enhance the independent second-line oversight framework for capital management across a complex and growing bank. The successful candidate will play a highly visible role in providing independent review and challenge of capital adequacy, regulatory capital ratios, capital planning, stress testing, and broader capital management activities. You will work closely with senior stakeholders across Treasury, Finance, Risk, and the business while helping to shape the governance, processes, and risk standards of a growing function. Responsibilities • Provide independent second-line oversight of capital adequacy, capital ratios, and capital management strategies., • Review and challenge key capital metrics, leverage ratios, risk-weighted assets, and regulatory buffers., • Assess compliance with applicable U.S. regulatory capital requirements., • Review and challenge capital stress testing methodologies, assumptions, and results., • Evaluate the calibration and adequacy of internal capital limits and targets., • Assess proposed capital actions and their potential impact on the organization's capital position., • Support the continued development of the Capital Risk Management framework, including governance, documentation, reporting, escalation, and process automation. Qualifications • At least four years of experience within capital management, regulatory capital, capital planning, stress testing, Treasury, or a related risk function., • Experience working in either a first-line or second-line capital management role within a large bank or similarly complex financial institution., • Strong understanding of U.S. regulatory capital requirements and capital adequacy frameworks., • Familiarity with CCAR, capital stress testing, RWA methodologies, leverage ratios, and internal capital limits., • Understanding of how financial products and business activity affect capital ratios under baseline and stressed conditions.