Accounting & Finance jobs in Hoboken, New Jersey - Page 2Create job alerts

Major Financial Company in New York City (Midtown) is seeking a Senior PeopleSoft Financials Functional Analyst. PeopleSoft Financials applications, specifically for the General Ledger, Accounts Payable, Asset Management and TR-Cash Management / Financial Gateway modules.

Financial Application Specialist 📍 Location: 1275 York Ave, New York, NY 10017 (Onsite) 📅 Term: 12-Month Contract 💵 Pay: $50–$52 per hour (W2) 🏥 Industry: Hospitals & Health Care About the Role We’re looking for a Financial Application Specialist to join our healthcare team in New York. In this role, you’ll act as the bridge between Finance and IT, ensuring that financial systems—such as payroll, billing, and revenue cycle tools—run efficiently and align with business needs. You’ll help improve processes, resolve system issues, and lead projects that enhance how financial data is managed and shared across the organization. This is a great opportunity for someone who understands both finance operations and technology and enjoys solving complex problems in a collaborative environment. What You’ll Do • Analyze business and financial processes, and identify opportunities for improvement through automation or system enhancements., • Support the full project lifecycle: design, testing, deployment, and ongoing maintenance of financial applications., • Collaborate with internal teams and external partners to integrate systems and streamline data flow., • Troubleshoot issues and recommend solutions—whether through customization or out-of-the-box options., • Prepare clear documentation and provide training to end-users., • Translate technical concepts into practical solutions for finance teams., • Stay updated on new tools, technologies, and best practices in finance and healthcare systems. What We’re Looking For • Bachelor’s degree in Finance, Accounting, Business, or a related field., • 4+ years of relevant experience—preferably in healthcare or non-profit environments., • Experience with financial systems such as payroll, time & attendance, or revenue cycle management., • Strong analytical, communication, and documentation skills., • Ability to lead cross-functional initiatives and manage multiple priorities effectively. Additional Details • Candidates must be legally authorized to work in the U.S. at the time of application and throughout employment., • We are unable to provide visa sponsorship or engage in C2C or C2H arrangements.

This individual will lead the growth of actuarial &underwriting strategies in support of business & product development.

In addition, the Senior AP/AR Accountant works with staff to ensure all processes are being followed to achieve the above-mentioned. Senior associate in accounting or 4 years minimum of experience working in Accounting Department. The Senior AP/AR Accountant position works directly with the AP/AR Ma

Full Time Senior Payroll Accounting Clerk.

The Underwriting Solutions unit at Verisk is hiring a Workers Comp Subject Matter Expert (SME), Commercial Lines Underwriting to revise and develop resources, including technical reports and training curriculum, to support internal and external customers (Insurers) in Workers Comp, Crime and Liabili

The Insurance Actuarial Advisory Service (IAAS), Property & Casualty (PC) practice within FSO is seeking an individual that is highly motivated with experienced pricing abilities, robust knowledge of data analytics and the associated tools and programming languages, excellent operational management

We are seeking a Senior Accountant for our client. Functions: • Completing the month end close and creating financial statements., • Oversee the daily activities of the cost center and ensuring that all major projects, month-end and year-end reports are completed accurately and on time., • Ensuring that all accounting processes align with GAAP while analyzing financial data and creating reports for management., • Prepare business activity reports, financial forecasts and annual budgets., • Bachelor's degree in Accounting or Finance. 3 plus years of experience., • Strong computer skills and Accounting ERP Software., • Strong MS Excel skills including v-lookups and pivot tables. We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

We are seeking a dynamic and detail-oriented Administrative Assistant to oversee the daily operations of our office and ensure smooth functioning. The ideal candidate will be responsible for administrative support, office organization, and fostering a productive work environment. This role is pivotal in maintaining efficiency and driving improvements in office operations. Key Responsibilities • Provide administrative support to executives, managers, and staff as needed., • Coordinate schedules, meetings, and appointments across teams., • Act as the first point of contact for internal and external inquiries., • Manage office maintenance and liaise with vendors for repairs and services., • Assist in budget planning and expense tracking., • Assist in planning and executing office-wide projects and initiatives. Qualifications • Education: Bachelor’s degree in Business Administration, Office Management, or related field (preferred but not required)., • Experience: Minimum of 2 years in office administration or management., • Excellent communication and interpersonal skills., • Proven ability to handle confidential information with discretion.

We are seeking an Executive Services Analyst to support both our internal operations and VIP guest experience. This role blends hospitality, logistics, and executive support, ensuring smooth coordination of visits, events, and day-to-day services. What You’ll Do: • Organize logistics for executive and VIP visits, including travel, accommodations, and onsite support., • Provide high-touch guest relations with professionalism and cultural sensitivity., • Assist with internal meetings, events, and overall office coordination., • Manage visitor information, expense reporting, and supplies., • Partner with colleagues across departments to deliver a polished, seamless experience. What We’re Looking For: • 2+ years of experience in hospitality, executive support, operations, or concierge services., • Strong organizational and communication skills with a client-service mindset., • Ability to adapt in a fast-paced environment while balancing multiple priorities., • Professionalism, discretion, and the ability to anticipate needs proactively., • Flexibility to occasionally support evenings or weekends (with OT compensation). This is a great opportunity for someone who thrives at the intersection of operations, service, and executive support, and who enjoys creating a professional, welcoming environment.

We're seeking an experienced Senior Project Manager to lead office operations and strategic workplace initiatives for a prestigious global firm. This role will focus on space planning, office logistics, and managing large-scale national and international projects including a major NYC office relocation planned for 2026. Responsibilities: • Lead project management for office operations, space planning, and relocation projects across national and international offices., • Develop and manage project plans, budgets, and timelines to ensure efficient execution., • Coordinate cross-functional teams and stakeholders to align on project scope and deliverables., • Oversee logistics for office moves, conversions, and reconfigurations while maintaining firm standards., • Identify and resolve project risks and communicate progress to leadership., • Improve workflows and processes to drive efficiency and consistency. Qualifications: • 5-10+ years of experience in project management, workplace strategy, office operations, and space planning., • Proven success managing complex, multi-site projects in a corporate environment (1,000+ employees preferred)., • Strong organizational, communication, and stakeholder management skills., • Bachelor’s degree required; PMP certification a plus.

Customer Success Associate- Investment Market Insights New York, NY Hybrid (2x per week in office required) This is a hybrid role, requiring you to be in the office at least 2x per week. Preference to be given to applicants within a commutable distance to the office location. My client, a leader in the investment market insights sector is seeking a new team member who proactively leverages client data to uncover insights and anticipates customer needs. Experience working in a subscriptions or recurring revenue model is required, buy side/sell side experience and a background in finance would be an asset. What will you do? • Offer personalized support and proactively reach out to clients on a regular basis in order to understand their specific needs and offer tailored solutions., • Uncover renewal opportunities and conduct regular check ins with accounts., • Act as the primary point of contact for client inquiries, concerns, and requests., • Prepare renewal proposals, negotiate contract terms and ensure client retention., • Provide product demos, promote features & capabilities to help maximize usage., • Support the Sales team, coordinate/host schedule meetings & events onboard new users and maintain client information in Salesforce., • Survey Support: assist with polling, encourage survey participation, survey data cleansing, ensuring data quality and help in publishing survey results. Skills & Experience • 2+ years in institutional client experience in a recurring revenue or subscriptions business model., • Experience servicing global customers in financial services institutions, • Highly organized, self-starter, positive and results oriented, • IT Literate; knowledge of Microsoft Office, CRM systems, Qlik and Hubspot, • Passionate about data and strong attention to detail, • Undergraduate degree, preferably in business or economics This is a full time position with benefits. Salary range from $80K-$90K USD plus commission. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you require accommodation, please contact us at

Organization: AmLaw20 Firm Position: Legal Executive Assistant Compensation: $80,000 - $125,000 (DOE) Location: Midtown, NY (Hybrid) Responsibilities • Calendar management, • Aid executive in preparing for meetings, • Responding to emails and document requests on behalf of executives, • Arranging internal events and managing travel, • Draft slides, meeting notes and documents for executives, • project managing workflow Qualifications • Bachelor's degree or equivalent experience, • Experience supporting attorneys and/or c-suite executives (Big law preferred), • Experience in managing multiple priorities, administrative coordination, and logistics, • Well-organized, detail-oriented, ability to multi-task with great follow-up skills, • Strong written and verbal communication skills

Associate—Litigation & Trial—Bankruptcy New York, NY Job Description The firm is one of the world’s leading global law firms advising the businesses and institutions that drive the global economy. They are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Role They represent companies, financial institutions, private equity firms, and individuals in their most significant and high-stakes disputes. They tailor their litigation teams to the specific characteristics of each matter, drawing on a global team of seasoned litigators and trial lawyers to match the industry, claims, subject matter, client goals, and venue at play. Regardless of the nature of the dispute, they adopt a trial-ready strategy from the outset to achieve the best result for the client, in whatever form success takes. Their deep bench of experienced trial lawyers, including dozens of former US federal prosecutors, have successfully tried or arbitrated hundreds of cases to verdict in the last decade. Opposing counsel knows their track record of taking the toughest cases to trial and winning — a reputation that often influences settlement considerations when their name appears on the docket. They pair their experience with a fluency in the market dynamics that are influencing industries — from financial services to technology and energy to life sciences — across the world. They routinely litigate business torts, contract and joint venture disputes, fraud and unfair competition as well as consumer protection claims, insolvency and restructuring matters, insurance coverage, and trade secrets cases across a wide range of industries and venues. This diverse practice gives them insight into the litigation strategies that help their clients prevail. Their clients’ business objectives guide our litigation planning. They take into account the size of the matter, the client’s exposure or upside, and the significance of the case to the client. Recognizing that litigation is just one part of a larger business strategy, they evaluate early exit options to minimize costs, including dispositive motions, alternative dispute resolution, and settlement, as well as third-party indemnification and insurance coverage. Responsibilities & Qualifications The Complex Commercial Litigation Practice is seeking an associate with a minimum of 3 years of bankruptcy litigation experience. Our Client is committed to creating a diverse environment and is proud to be an equal opportunity employer, encouraging applications from people of all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, genetic information, national origin, age, disability, sexual orientation, marital status or any other category protected under federal, state or local law.

THE CLIENT Our team is partnering with a prominent growth equity investment firm known for its global reach and impressive track record of supporting innovative companies across a wide range of industries. With a collaborative culture and a strong commitment to excellence, the firm continues to expand its footprint and invest in top-tier talent across its offices. Their administrative team is highly respected, cohesive, and deeply embedded in the firm's success. THE ROLE This is an Executive Assistant / Project Manager role supports a small group of senior leaders within a high-impact internal team. The position requires a polished, proactive professional who can manage complex logistics while contributing to broader team initiatives. The ideal candidate will be comfortable balancing traditional EA responsibilities with light project coordination and stakeholder engagement. Key responsibilities include: • Managing complex, high-volume calendars across multiple time zones, • Coordinating meetings with internal and external stakeholders, including board-level scheduling and materials, • Serving as a liaison with senior leaders, industry peers, and company partners, • Organizing quarterly virtual roundtables with portfolio companies (20–30 participants), • Handling domestic and international travel logistics, including transportation, lodging, and dining, • Screening and managing phone communications on behalf of executives, • Preparing and submitting expense reports, and reconciling monthly statements, • Maintaining CRM data entry and generating reports for internal presentations, • Tracking executive time allocation and project contributions, • Managing and updating executive contacts, • Providing backup support to other executive assistants, • Participating in ad hoc projects and firmwide initiatives THE CANDIDATE The ideal candidate is polished, proactive, and highly organized. This role is best suited for someone who thrives in a high-performing environment and can seamlessly support multiple senior leaders. Discretion, professionalism, and a collaborative spirit are essential. Qualifications: • 5–8 years of experience as an Executive Assistant, • Background in private equity, investment firms, or similar high-caliber environments, • Comfortable navigating ambiguity and working closely with senior stakeholders, • Strong technical skills, including proficiency with Microsoft Office and CRM platforms, • Bachelor’s degree preferred COMPENSATION & BENEFITS • Base Salary: Up to $120K, • Schedule: Hybrid (Monday–Thursday in-office, Friday remote), • Core Hours: 9:00 AM – 6:00 PM, with flexibility as needed, • Benefits: Comprehensive package including overtime eligibility, discretionary bonus, and daily lunch Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.

Billing Specialist We are seeking a detail-oriented Billing Specialist with experience in logistics and freight operations. This role involves preparing invoices, processing payments, and managing shipping documentation such as bills of lading. The ideal candidate will ensure billing accuracy, compliance with shipping regulations, and smooth financial operations. Are you looking to make a career change to a stable company? This exciting opportunity offers a competitive salary plus an excellent benefits package including medical insurance, dental insurance, vision insurance and paid PTO.Does this position match your future career goals?Then this opportunity could be the right fit for you. Why should you apply? • Growth Opportunities, • Great Pay, • Excellent Benefits Qualifications: • High School Diploma., • Prepare and issue invoices for freight, shipping, and logistics services, • Review and process bills of lading, shipping manifests, and delivery receipts, • Prepare and issue invoices for goods and services, • Record and post customer payments accurately, • Reconcile billing accounts and resolve discrepancies, • Generate monthly statements and financial reports, • Monitor overdue accounts and apply late fees when necessary, • Respond to client inquiries regarding billing and payment issues, • Collaborate with sales, customer service, and accounting teams to ensure billing accuracy, • Maintain organized billing records and documentation for audits, • Assist with process improvements to enhance billing efficiency, • Exceptional attention to detail, especially with financial and shipping documents, • Strong organizational and communication skills, • Proficiency in billing software and Microsoft Office Suite (Excel, Outlook, Word)., • Ability to thrive in a fast-paced, cross-functional team environment, • Proficient in MS Office Suite, • Strong leadership qualities Ask for Jasleen Ajulia Executive Search is a search firm specializing in Manufacturing, Finance, IT, Legal and Pharmaceutical positions. This is a confidential search for one of our preferred clients. It is a direct hire position that includes competitive compensation and full comprehensive benefit package. #ZR

⚡ Sr. Director Compliance (cryptocurrency) 💼 Trading Platform 💲 $180,000-$250,000 + Bonus + Equity 🌎 New York / New Jersey A rapidly growing global investment and trading platform empowering retail investors with cutting-edge tools, data, and education. By combining advanced technology with a seamless user experience, they've democratizes access to global markets and helps investors make smarter, more informed decisions. As Senior Director of Compliance (crypto), you’ll be the architect of the company’s compliance vision—embedding trust, safeguarding clients, and helping shape how the next generation of crypto products meet U.S. and global regulatory standards. This senior leadership role sits at the heart of crypto, capital markets, and financial regulation. You’ll drive the firm’s regulatory strategy, lead compliance frameworks for emerging products like staking and stablecoins, and serve as a trusted partner to regulators, executives, and cross-functional teams. It’s a high-visibility seat where you’ll balance innovation with integrity—helping define tomorrow’s rulebook while protecting today’s business. What You’ll Do • Regulatory Oversight: Lead compliance with SEC, FINRA, NFA, CFTC, and NYDFS requirements, ensuring licensing, audit readiness, and proactive regulatory engagement., • Program Leadership: Own the design and evolution of supervisory and governance frameworks, scaling them across new products, markets, and regulatory regimes., • Crypto Governance: Oversee digital asset classification, AML/KYC controls, blockchain analytics tools, and incident response protocols., • Training & Risk: Shape enterprise-wide compliance training and lead investigations tied to crypto-specific risks., • Strategic Partnering: Work alongside product, engineering, and leadership to enable innovative offerings while maintaining regulatory integrity. What We’re Looking For • 7+ years in compliance within a registered broker-dealer, with strong experience in crypto/digital assets., • Active FINRA Series 7, 24, and 63 licenses (required)., • Deep understanding of securities law, FINRA rules, AML/BSA obligations, and emerging crypto regulations., • Hands-on knowledge of custodians, trading platforms, DeFi, staking models, and blockchain analytics., • Proven track record leading regulatory exams, enforcement matters, and proactive disclosure strategies., • Strong communicator who thrives in fast-paced, cross-functional environments. Why Join • Comprehensive medical coverage for you and your family., • 401k with employer contribution., • Generous PTO and paid holidays., • Performance-based bonuses., • Opportunities for professional growth, cross-functional work, and shaping the future of finance.

Multimedia Copywriter / Social Media Copywriter / Digital Copywriter / Multichannel Copywriter / Content Marketing Writer / Creative Copywriter Do you love transforming ideas into stories that captivate and inspire across digital, video, and social platforms? At Tonic3, we’re looking for a Copywriter, Multimedia to join our team and be part of an integrated in-house agency, where Tonic3 creatives collaborate with client partners to deliver compelling work. From dynamic video scripts and engaging social campaigns to motion graphics and marketing copy, you’ll craft messaging that connects audiences with brand stories in innovative and memorable ways. Position Overview: Embedded within our client’s in-house agency, the Copywriter, Multimedia transforms ideas into stories that captivate audiences across video, motion, and digital platforms. From dynamic video scripts and taglines to engaging social campaigns and motion graphics, you’ll create copy that sparks connection and brings brand stories to life. This is a role for a versatile storyteller who thrives on collaboration and knows how to deliver messaging that’s both innovative and strategically aligned. Salary: $70,000 - $90,000 per year. This range is aligned with market rates for Copywriter positions across our hiring locations. While the range is competitive for in-house and mid-sized teams, final compensation will be determined based on a candidate’s skills, experience, and the value they bring to the role, with flexibility to recognize unique strengths and expertise. Location: • Irving, TX (2 days per week in the office, 3 days remote)., • New York, New York ( 3 days per week in the office, 2 days remote)., • Wilmington, DE (3 days per week in the office, 2 days remote)., • Schaumburg, IL (3 days per week in the office, 2 days remote). What You’ll Do: • Create and write compelling, engaging copy across a wide range of deliverables, including video scripts, taglines, social media content, motion graphics, style guides, playbooks, marketing materials, and more., • Provide innovative and out-of-the-box ideas when approaching messaging goals for complex creatives, ensuring content captures audience attention effectively., • Partner with other creatives to deliver cohesive storytelling across channels., • Ensure accessibility standards and best practices are applied to multimedia content., • Adapt messaging and content for various audiences, formats, and digital environments., • Manage multiple projects simultaneously while meeting deadlines and maintaining high creative standards., • Remain curious and constantly learn about new marketing trends, enhancements, and writing techniques, proactively introducing fresh ideas to the team and reflecting core principles of curiosity and boldness in your approach. Who You Are: • 3+ years of professional writing experience, with a strong focus on multimedia content, specifically video, and social media., • Bachelor’s degree in English, Journalism, Marketing, or related field., • Proficient in Microsoft Office Suite; comfortable working in Figma and leveraging creative AI tools., • Exceptional writing and editing skills with mastery of AP Style and grammar., • Strong attention to detail and a proven ability to write concise, intuitive copy., • Naturally curious and eager to understand our client’s products, services, and audiences., • Able to adapt voice and style for different markets and channels., • A true collaborator who thrives in team environments and values feedback., • Can work under pressure and manage workloads effectively., • Highly organized, self-motivated, and comfortable managing multiple priorities., • Must have agency experience., • An online portfolio/portfolio website showcasing storytelling across video, social, marketing, and multimedia channels is required., • A Copy Test may be required. Feeling a little unsure if you ticked all the boxes? No worries, my friend! Your unique skills and experiences are truly valuable. So why not take the leap and apply anyway if this opportunity excites you? We are rooting for you! Why Join Us? • ⚕️ Comprehensive Medical, Dental & Vision Coverage, • 💰 401(k), • 🏝 Generous Paid Time Off - Vacation, Sick Days & Holidays, • 🤲 16 Hours of Volunteer Time Off (VTO) to Give Back to Your Community, • 💻 All the Equipment You Need to Do Your Best Work, • 🧠 Ongoing Learning & Development with a Dedicated Training Budget, • 🤝 A Collaborative, Inclusive, and Supportive Team Environment

About the Company: A New York-based fixed-income asset manager is looking for an experienced Investment Data Specialist to manage the daily investment data oversight and related trading data reconciliation activities. You must have a deep understanding of bank loans, Collateralized Loan Obligations (CLOs), and other complex fixed income structures. About the Role: The role is responsible for: • Overseeing the firm’s middle office fixed income trade data capture and workflow for accuracy, • Oversee, manage, and develop data integrity controls, • Resolve all data incidents, • Oversee and manage trading positions and cash reconciliation processes, • Strive to improve investment data accuracy across the firm, • Identify and develop data quality improvement projects Qualifications: 4+ years of fixed income operations and/or fixed income data management operations Required Skills: • Deep understanding of the fixed income markets, including bond math, portfolio accounting, and underlying mechanisms, rather than simply processing tasks, • Demonstrated knowledge of structured credit trade lifecycle (CLOs), • Demonstrated experience with fixed income data reconciliation systems and platforms (Charles River), • Advanced Excel skills working with massive amounts of data and creating analytical reports, • Ability to communicate across multiple departments and with senior management Preferred Skills: • Strongly prefer experience working with credit agreements, customized deal term sheets, and translating the data into the firm’s trading operations and workflows Pay range and compensation package: Base $140K-$150K plus an attractive performance-based cash bonus The Company will not transfer or sponsor candidates who will require U.S. visa's. Please send resumes to Jim Geiger

We are seeking a highly organized and proactive Executive/Administrative Assistant to provide dedicated support to our senior leadership team. This role is essential in ensuring seamless day-to-day operations, managing complex schedules, coordinating travel and meetings, and serving as a key liaison across departments. Key Responsibilities • Provide dedicated support to three senior executives overseeing middle and back-office functions, • Managing schedule and calendar through Outlook, • Collaborate with other Executive Assistants to align priorities and maintain seamless scheduling, • Arrange and book business travel, client meetings, customer events, conference calls, and reserve meeting rooms or external venues as needed, • Handle expense reporting and reconciliation for travel, meetings, industry events, client entertainment, and gifts using CONCUR and COUPA, • Order business cards, submit maintenance requests, and manage office supplies procurement, • Coordinate food and beverage services for client meetings and make business dinner reservations, • Support travel arrangements for senior executives visiting New York from the Tokyo head office Qualification Skills Qualifications: • Bachelor’s degree in business administration, Communications, or a related field (preferred), • This position is an on-sight position, remote work may be permitted with prior approval, • Occasional need to work longer weekday hours and/or to deal with issues on weekends if needed Skills: • Strong collaboration skills and the ability to build positive relationships with other EAs, • Proficy in Japanese and excellent written and verbal communication skills in English required., • Basic PC literacy including Microsoft Word, Excel, Power Point, PDF tools, • Familiarity with CONCUR and COUPA preferred, • Ability to multitask and prioritize effectively in a fast-paced environment, • Flexibility to accommodate ad-hoc tasks or schedule changes, • A forward-thinking individual who can manage tasks independently, • Exceptional attention to detail and commitment to high-quality work

Responsibilities • Process multi-state semi-monthly payroll using Workday; research and analyze data to resolve employee questions and discrepancies., • Ensure accurate entry of employee salaries, draws, reported hours, bonuses, severance pay, deductions, and garnishments., • Provide strong customer service to employees, internal departments, and external vendors by addressing payroll inquiries in a timely manner., • Prepare and resolve taxable wage adjustments for periodic, quarterly, and year-end processing., • Assist with Payroll, Absence, and Time Tracking testing in Workday as needed., • Prepare payroll reconciliations after each pay period, as well as quarterly and annual reconciliations, to ensure tax accuracy., • Ensure compliance with all statutory payroll-related tax filings and payments; stay current on regulatory changes affecting payroll., • Actively engage in technological enhancements to drive increased efficiency and automation. Qualifications • Minimum 2 years of experience in U.S. payroll, including multi-state and multi-entity payroll operations, with a strong understanding of HR and payroll-related issues., • Proven experience with HRIS/Workday and other payroll systems., • Associate or Bachelor’s degree in Business, Accounting, or equivalent experience., • Intermediate Excel skills (PivotTables, VLOOKUP, formulas)., • Proactive approach to identifying and resolving issues., • Strong ability to take ownership of payroll processes and reconciliations. Benefits include health insurance, flexible spending and savings accounts, life and disability coverage, and a 401(k) retirement savings plan with an annual discretionary employer contribution. Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Role Overview You’ll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You’ll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts. Key Responsibilities • Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions., • Process and review partner distributions, deductions, and tax adjustments with precision and timeliness., • Update payroll systems for new and existing partners, including benefits and direct deposit details., • Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions., • Handle special income arrangements, partner status changes, and FTE adjustments., • Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers., • Collaborate with global finance managers to resolve discrepancies and maintain accurate records., • Respond promptly to partner inquiries and provide clear, detailed explanations., • Identify and implement process improvements to enhance efficiency and accuracy., • Support profit distribution analysis and reporting across multiple teams. What We’re Looking For • Bachelor’s degree in Finance or Accounting; advanced knowledge of partnership finance preferred., • 5+ years of experience in finance within a global law firm or professional services environment., • Strong understanding of partner compensation processes and best practices., • Advanced Excel skills, including complex formulas and data manipulation., • Ability to manage multiple priorities under tight deadlines with minimal supervision., • Excellent communication and relationship-building skills., • Detail-oriented, organized, and proactive in problem-solving., • Willingness to work overtime when necessary. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

*This role is 5x a week in NYC (No flexibility on this) We are seeking a Senior Design Director to lead visual brand design across print and digital media. This hands-on designer and inspiring leader will shape creative vision while ensuring flawless execution and project management. Responsibilities • Drive visual direction and maintain brand consistency across all touchpoints., • Lead design projects from concept to completion, including event branding, recruitment marketing, client campaigns, web, social, and email., • Collaborate with cross-functional teams and manage agency partners., • Maintain design systems, style guides, and brand standards., • 15+ years of design experience, with 3+ years in a leadership role., • Strong portfolio showcasing art direction and strategic thinking., • Skilled in Figma, Adobe Creative Suite, and project management., • Experience with email marketing, HTML/CSS, and employer branding., • Agency or fast-paced environment experience.

Aventis Solutions is igniting the AI revolution: Now, we’re partnering with a high-growth US technology firm in the food and drink / hospitality sector that is undergoing one of the most significant AI-led digital transformations in its industry. From real-time data intelligence to personalised customer experiences and GenAI-enabled automation, this company is building a next-generation digital ecosystem, powered by insight, innovation, and intelligence at scale. At the heart of this transformation sits a newly created AI Strategy & Innovation function, responsible for embedding data, analytics, and AI thinking into every decision the business makes. As an AI Analyst, you’ll play a key role in bringing this vision to life, turning data into actionable intelligence, uncovering opportunities for AI application, and shaping how insights are delivered across the organisation. This is an opportunity to work alongside senior AI leaders, engineers, and strategists, contributing to initiatives that redefine how technology powers customer experience, operations, and product development. Key Details: • 3x roles available: Mid-level, Senior, Lead/Principal, • Salary Range: $95,000 to $165,000 base, plus 15% bonus, private healthcare, meal vouchers at partnership restaurants, and career development sponsorships, • Location: Remote-first with technology hubs in New York and San Francisco, • Career Outlook: A clear path to progress into Senior/Principal AI Analyst, Head of or equivalent, or AI Product Manager roles. This role sits within the newly formed AI Strategy & Innovation team, offering exceptional exposure to leadership and cutting-edge projects. Key Experience and Skills Desired: • AI and Analytics Expertise: Proven experience using modern analytics tools to extract insights from large and complex datasets. Familiarity with machine learning workflows, model evaluation, and basic LLM applications preferred., • Data Storytelling: Ability to translate technical findings into clear, actionable insights for non-technical stakeholders. Experience with data visualisation tools such as Power BI or Tableau is highly valued., • GenAI and Emerging Tech Curiosity: Interest or hands-on experimentation with OpenAI, Azure AI Studio, or similar GenAI frameworks for automation, content generation, or customer engagement., • Business Understanding: A commercially aware mindset, with experience using data to inform product development, marketing strategy, or customer experience improvements., • Collaboration and Communication: Strong cross-functional communication skills, able to partner with engineers, data scientists, and business leaders to shape and execute data-led initiatives., • Continuous Learning: A passion for innovation, curiosity about the latest developments in AI and data science, and an appetite to grow within a fast-evolving technology environment. Role Overview: This is your opportunity to join a high-impact, high-visibility AI team at the start of its journey. You’ll analyse data, prototype AI solutions, and contribute to strategic innovation projects that use data and machine intelligence to create smarter, faster, and more intuitive business decisions. If you want to learn fast, work with industry-leading technology, and be part of a team shaping the future of digital transformation, this is the opportunity. Believe the AI hype. Be part of building it. Interested? Please submit your CV via LinkedIn or message Billy Hall for further information. Aventis is working on behalf of its partner.

Executive Personal Assistant to UHNW Founder & CEO - $170k-225k A highly successful UHNW Founder/CEO within the Fashion Industry is seeking a seasoned, exceptionally polished Executive Personal Assistant to provide comprehensive end-to-end support across all professional, personal, household, and family-office matters. This role is designed for a top-tier EA/PA who can operate with complete discretion, anticipate needs before they arise, and take full ownership of a complex, fast-moving executive life. The ideal candidate is experienced, unflappable, deeply resourceful, and accustomed to supporting a founder-driven environment where priorities shift quickly and expectations are high. This is not a corporate assistant role. It requires someone who thrives in a fast paced, entrepreneurial, UHNW ecosystem. This Assistant will require a 24/7 mindset and be comfortable going into the office Monday through Friday. Responsibilities: Executive, Personal & Family Office Support • Serve as the primary gatekeeper and right hand for the Founder across all areas of life., • Manage, prioritize, and resolve a constant flow of complex, sensitive, and confidential matters., • Oversee personal and business logistics, communications, and workflow with minimal instruction., • Manage multiple residences, including city and secondary homes, ensuring smooth daily operations., • Coordinate maintenance, vendors, repairs, renovations, and large-scale construction or design projects., • Manage support staff, which may include household employees, drivers, junior assistants, and contractors., • Hire, onboard, schedule, and oversee additional staff as needed., • Plan and manage itineraries, calendars, appointments, and reservations across both personal and professional domains., • Coordinate occasional travel arrangements, including accommodations, transportation, and ground logistics., • Manage email and communication flow across multiple platforms (G Suite, Slack, Asana, messaging apps)., • Maintain documentation, files, and systems to streamline both business and personal operations., • Support major initiatives, events, and ongoing projects across multiple entities. Requirements: • 5–10+ years supporting an UHNW individual, founder, or C-suite leader in a fast-paced, high-demand environment., • Demonstrated experience managing complex households, high-value properties, or multi-residence arrangements., • Strong people-management skills; capable of managing up, managing down, and providing clear direction., • Expert proficiency in G Suite (non-negotiable)., • Comfortable operating across multiple platforms (Slack, Asana, WhatsApp, SMS, etc.)., • Polished, composed, and highly professional., • Intuitive, proactive, and able to operate several steps ahead., • High EQ with the ability to read environments and adjust communication accordingly., • Fashion-, culture-, and hospitality-aware; comfortable interfacing with high-profile individuals., • Energetic, fast-paced, discreet, and deeply committed to excellence. Compensation: $170k-225k plus Bonus and Benefits The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel

Executive Assistant & Office Manager Investment Banking/Financial Services New York, NY Base $120-140 base + Bonus/Benefits Hybrid (M-Thursday in office and Friday remote) The Executive Assistant & Office Manager (EA / OM) role at represents a unique opportunity for a highly capable professional to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. The right individual should be prepared to work within a small, collaborative team environment to manage discrete work streams. The EA / OM will support up to five Managing Directors as well as manage day-to-day office operations. Responsibilities • Support office management including ordering supplies, liaising with building management, greeting visitors, technology maintenance and troubleshooting and mail management, • Support Practice Line Leaders and Managing Directors with calendar management, travel planning, event coordination, CRM (Intapp) data entry, invoicing and expense reporting, • Support new hire onboarding, such as pre-start communication and relevant system set-ups, as well as employee offboarding, • Support business development, talent acquisition and firm development efforts as needed, • Contribute to creating a high-performing and inclusive culture, • Plan New York office and firm wide events, • Serve as the culture keeper for the office, • Share and manage best practices, • Bachelor’s degree from a top undergraduate program, • Four plus years of experience as an Executive Assistant and / or Office Manager at an investment bank, private equity / law firm or top tier consultancy, • Excellent written and verbal communication skills including strong e-mail etiquette, • High degree of maturity with a proven ability to interact with senior executives, team members and external partners, • Experience with Concur and / or Intapp preferred, • Experience with office moves and / or build outs preferred, • Ability to successfully work in a small, collaborative team environment, • Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting, • Proven track-record of success in high pressure, time-constrained environments, • Top-tier organizational skills and attention to detail, • Self-starter and entrepreneurial spirit

Job Title: Personal Executive Assistant to the Founder Location: New York City, NY Industry: Private Equity Employment Type: Full-Time Compensation: 120k-150k base + bonus About the Firm: We are a boutique Private Equity firm headquartered in New York City, focused on long-term value creation through strategic investments across various industries. The firm operates in a fast-paced, entrepreneurial environment led by a dynamic and visionary Founder with a deep background in finance and business leadership. Position Summary: We are seeking a highly dedicated and exceptionally organized Personal Executive Assistant (PEA) to provide comprehensive, 24/7 support to the Founder. This role spans both professional and personal responsibilities and requires someone who is proactive, trustworthy, and able to operate with discretion and sound judgment at all times. The ideal candidate is sharp, anticipatory, resourceful, and thrives under pressure. You will act as an extension of the Founder—protecting their time, streamlining their operations, and managing logistics with precision. Key Responsibilities: Executive Support (24/7 Readiness): • Provide around-the-clock support to the Founder, ensuring availability to address urgent matters and travel changes, even outside standard business hours., • Manage complex and ever-changing calendars; schedule meetings across multiple time zones with speed and accuracy., • Coordinate high-level domestic and international travel, including private aviation, hotels, transportation, and detailed itineraries., • Prepare briefing documents, agendas, memos, and follow-ups for meetings and presentations., • Serve as a liaison between the Founder and key stakeholders, both internal and external., • Handle sensitive information and confidential documentation with complete discretion. Personal Support: • Oversee day-to-day personal logistics, including appointments, reservations, gifting, and event planning., • Coordinate with household staff, vendors, and service professionals to ensure smooth personal operations., • Handle personal travel arrangements, including vacation planning and family coordination., • Assist with errands, purchases, and other personal tasks as needed. Operational & Strategic Support: • Monitor and track follow-ups and deliverables across multiple business ventures and personal projects., • Assist with basic financial oversight, including invoice approvals, reimbursements, and expense tracking., • Support special projects, offsite events, and strategic initiatives led by the Founder., • Conduct research and provide recommendations on vendors, products, and services across business and personal domains. Qualifications: • Bachelor’s degree preferred., • Minimum of 3 years supporting a high-net-worth individual, Founder, or C-suite executive in a fast-paced environment—ideally within finance, private equity, or family office., • Demonstrated ability to provide 24/7 availability and handle after-hours needs with discretion and professionalism., • NYC-based or willing to relocate; strong familiarity with the city is essential., • Impeccable organizational and time-management skills; thrives in high-demand settings., • High emotional intelligence, problem-solving ability, and calm under pressure., • Tech-savvy and experienced with tools such as Microsoft Office, Google Workspace, Slack, Notion, and expense platforms. Work Environment: • This is a full-time, in-person position based in New York City., • 24/7 availability is required due to the dynamic and demanding nature of the role., • Some travel and on-site presence at events or meetings may be required.

Join a collaborative, growth-oriented real estate investment management firm where operational excellence and employee experience are top priorities. This is a high-visibility role for someone who takes pride in creating a best-in-class workplace, supporting leadership, and ensuring day-to-day operations run smoothly. You’ll have the opportunity to make an immediate impact in a dynamic environment surrounded by driven, team-oriented professionals. Our client is seeking a dedicated and highly organized Office Manager to oversee daily operations and maintain a professional, efficient, and welcoming workplace. This role combines office management, executive support, facility operations and event coordination as well as serve as a key partner in fostering a positive employee experience. Responsibilities: • Manage all aspects of office operations, including vendor relations, supply management, and facilities coordination, • Maintain a well-organized, engaging workplace that promotes collaboration and a positive employee experience, • Serve as the primary liaison with building management and coordinate all visitor and delivery logistics, • Oversee office budgeting, expense tracking, and cost-effective purchasing, • Plan and coordinate office events, meetings, and team gatherings, • Provide executive support to a senior leader, including calendar management, travel coordination, and special projects, • Support cross-functional initiatives and assist with ad-hoc operational needs Qualifications: • 5+ years of work experience as an Office Manager in a professional services environment (financial services or investment management preferred), • Strong organizational and time-management skills with a proactive, service-oriented approach, • Excellent communication and interpersonal skills, • Experience in office operations and workplace experience, • Proficiency in Microsoft Office Suite, Outlook, Teams, and Zoom, • Able to manage multiple tasks simultaneously

Compliance Analyst, US Money Transmitter Licenses (MTL) Banxa is a leading global payments and compliance infrastructure provider for the digital asset industry. As we aggressively expand our licensed footprint across North America, we are seeking a Compliance Analyst to support our North America Compliance Officer. This is a foundational role where you will ensure the integrity of our 37+ US state licenses and Canadian MSB registration, with a direct impact on our mission to bridge traditional and digital finance. Key Responsibilities • Own Regulatory Filings: Prepare, review, and submit critical regulatory reports, renewals, and applications (including MTLs) with impeccable accuracy and timeliness., • Maintain Compliance Vigilance: Proactively monitor regulatory developments and maintain flawless records of all licenses, correspondence, and deadlines., • Support Key Engagements: Play a vital role in regulatory examinations and audits by gathering documentation and assisting with responses., • Strengthen Our Framework: Assist in developing, documenting, and testing compliance policies, procedures, and internal controls. Who We Are Looking For • Proven FinTech/Crypto Compliance Experience: 2+ years in regulatory compliance within a payments fintech, crypto exchange, or similar financial services firm., • Direct Regulator Interaction: Demonstrable experience communicating with financial regulators, both in writing and verbally. Familiarity with regulatory portals and submission processes is essential., • Licensing Knowledge: Direct experience with US Money Transmitter Licenses (MTLs) or similar state-level financial licensing is highly desirable., • Key Traits: Meticulous attention to detail, a self-starting attitude suited for remote work, and willingness to work early morning/late evening hours as needed to collaborate with global teams. About Banxa Holding Inc Banxa Holding Inc (“Banxa”) is a listed company on the TSX Venture Exchange with global operations. Banxa is one of the fastest-growing payments and compliance infrastructure providers for the digital asset industry. We enable the purchase of digital assets and currencies, such as Bitcoin or USDT, using traditional currencies like USD. In 2021, Banxa was recognised by The Silicon Review as one of the “50 fastest-growing companies of the year”

Title: Operations Support Duration: 6 months Contract Location: New York NY 10004 (Onsite) Description: The Private Banking Operations’ Pledge Mortgage team is seeking a driven and motivated professional who would join the team as Pledge Mortgage Operations Analyst. The Pledge Mortgage Operations team supports pledge origination, servicing, and reporting related functions which focuses on residential mortgages. The Pledge Mortgage Operations Analyst would join the Operations team and would be responsible for the day-to-day operational support of pledge related requests and projects. Responsibilities Include: -Reviewing client collateral and providing funding requirements to MSPBNA -Performing pledged asset set up and maintenance requests -Monitor and respond to servicing requests from Wealth Management branch offices -Review risk reports and escalate to management when necessary -Provide client service to the field: handle incoming calls and emails -Managing client documentation and obtaining approval to establish the pledge -Escalation of issues to management and provide recommendations for resolution -Access Database and SQL knowledge is a plus Skills required: -Confident, self-motivated and a fast learner -Excellent communication skills: Written and Oral -Effective understanding of the Firms products, tools and services -Continuously seeks to improve the delivery of White-Glove Service to clients -Broad understanding of the Financial Services Industry -Embraces the firms Mission and Business Principles -Exceptional problem solving skills and attention to detail -Proactive in contributing to the success of the team through process improvements and information sharing -Displays the ability to multi-task and manages time between people and projects effectively -Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels.

Role Overview As a Senior Analyst, you’ll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You’ll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts. Key Responsibilities • Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions., • Process and review partner distributions, deductions, and tax adjustments with precision and timeliness., • Update payroll systems for new and existing partners, including benefits and direct deposit details., • Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions., • Handle special income arrangements, partner status changes, and FTE adjustments., • Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers., • Collaborate with global finance managers to resolve discrepancies and maintain accurate records., • Respond promptly to partner inquiries and provide clear, detailed explanations., • Identify and implement process improvements to enhance efficiency and accuracy., • Support profit distribution analysis and reporting across multiple teams. What We’re Looking For • Bachelor’s degree in Finance or Accounting; advanced knowledge of partnership finance preferred., • 5+ years of experience in finance within a global law firm or professional services environment., • Strong understanding of partner compensation processes and best practices., • Advanced Excel skills, including complex formulas and data manipulation., • Ability to manage multiple priorities under tight deadlines with minimal supervision., • Excellent communication and relationship-building skills., • Detail-oriented, organized, and proactive in problem-solving., • Willingness to work overtime when necessary. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: • Assist Portfolio Managers in underwriting certain aspects of proposed and existing transactions and assist in managing transactions according to the Bank’s established guidelines and policies., • Assist in evaluating numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models., • Develop and manage financial models analyzing the economics and risks associated with project financing structures., • Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries., • Ongoing monitoring of credit/covenant compliance., • Manage the renewal process by working with the Portfolio Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants., • Ensure compliance with EWB regulatory and credit requirements., • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines., • Assist in the review of legal documentation for accuracy, and compliance with Credit approval requirements., • Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Managers., • Develop and maintain knowledge of market conditions. Qualifications: • Strong understanding of project finance (power/energy/renewables/solar)., • Ability to understand and advise on complex financial proposals., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Strong analytical and problem-solving skills., • Strong Excel skills. Education and Experience: • Bachelor’s degree in Accounting, Finance, or Economics required; MBA preferred., • 5-10 years of experience in project finance. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

The Director of Operations will provide strategic and hands-on leadership across all administrative and business functions of the firm, ensuring smooth day-to-day operations and alignment with the firm’s strategic goals. This role is responsible for establishing measurable performance standards, tracking key performance indicators (KPIs), and ensuring accountability across departments to optimize efficiency, profitability, and client service delivery. Key Responsibilities • Oversee and coordinate firm operations, including administration, facilities, finance, human resources, and client service functions., • Develop and implement operational strategies that support firm growth, productivity, and profitability., • Establish and monitor KPIs for attorneys, practice groups, and support staff to measure operational efficiency, utilization rates, matter turnaround times, and client satisfaction., • Partner with practice leaders to analyze performance metrics and identify opportunities for process improvement and cost control., • Implement systems to track workflow, case management, and billing performance, ensuring accurate and timely reporting to firm leadership., • Lead initiatives to enhance collaboration between legal and administrative teams and ensure consistent adherence to firm policies and procedures., • Manage vendor relationships, office resources, and technology solutions to maintain operational excellence., • Develop dashboards and reports summarizing firm-wide performance trends for partners and senior leadership., • Support the firm’s financial planning and budgeting processes, ensuring data-driven decision-making and accountability for outcomes. Qualifications • Bachelor’s degree required; MBA or related advanced degree preferred., • Minimum of 8+ years of progressive experience in operations, business management, or law firm administration., • Strong understanding of law firm economics, utilization metrics, billing practices, and workflow management., • Proven experience developing, implementing, and managing KPIs in a professional services environment., • Exceptional analytical and problem-solving skills with a data-driven mindset., • Strong communication and leadership abilities, capable of building trust across all levels of the firm., • Proficiency with law firm management systems and business intelligence tools.

Research Coordinator – Hedge Fund A prestigious, growing hedge fund is seeking an enthusiastic Research Coordinator to support a Partner and 2 other professionals with general administrative support, corporate & research access coordination with the sell-side, investment analyst research support, expense reporting, and ad hoc projects. The ideal candidate is a self-starter, detail-oriented, sharp, highly efficient, polished, and has high emotional intelligence. The key to this role is assisting the team in prioritizing and managing time and finding efficiencies to make the investment process run as seamlessly as possible. The atmosphere in the office is fast-paced, collegial, and energetic. This is an incredible opportunity to work alongside an amazing team in a role with heavy exposure. Salary based on experience: $120K-$175K range – flexible on base depending upon experience + discretionary bonus + top benefits including fully paid premiums, fitness/commuter/tech stipends, free lunch, charitable contributions, 401k contribution and more LOCATION: Midtown East, NYC, onsite Monday – Friday with general hours of 8/8:30am-5:30/6pm (rotating with other Research Coordinators) Responsibilities include: • Maintain team’s Outlook calendars, contacts, assignments, and compliance requirements, • Coordinate domestic and international travel, • Coordinate corporate and research access with the sell-side and additional research vendors, • Proactively anticipate and complete work assignments whenever possible, • Answer phone calls, emails, and correspondence for team, • Liaise with internal and external contacts on behalf of the team, • Assist investment analysts with streamlining research resources and ad-hoc projects, including updating financial models, • Maintain confidentiality of all sensitive and confidential issues Qualifications/Requirements: • Bachelor's degree required -3+ years of research coordinator or administrative support experience in financial services • Experience with Microsoft Suite, especially Excel, • Strong work ethic, organizational skills, and attention to detail, • Excellent communication skills – both verbal and written, • Collaborative and team-oriented, • Intelligent and quick-witted with the ability to manage team and other internal/external investment professionals quickly and efficiently, • “No task is too big or too small” mentality, • Ability to work independently with strong follow-through, • Flexibility to handle multiple and changing priorities Please submit your resume to apply! You can use ___ to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you have updated your LinkedIn profile and that you start collecting your references early.

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Are you a detail-driven, highly organized Bookkeeper with a passion for numbers and a deep understanding of the architectural or construction industry? We're looking for a seasoned professional to join our dynamic team at a growing NYC-based firm specializing in architecture, FISP, and faade restora

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Click the link below to review our Investment Professionals incentive structure.Investment Professionals' Compensation | Charles Schwab.Here, innovative thought meets creative problem solving, helping us

Click the link below to review our Investment Professionals incentive structure.Investment Professionals' Compensation | Charles Schwab.At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transfo

About the Company & Opportunity of the Staff Accountant: • Nonprofit based school located in South Brooklyn currently educating over 1500 students, • Extremely stable company in existence over 70 years, • Newly created position reporting to Director of Finance, lots of opportunities for growth and promotion from within, • Excellent benefits including competitive salary, 403B with match and generous PTO, • Support Director of Finance with full cycle Accounts Payable processing, • Month end close responsibilities including reconciliations and journal entries, • Real Estate background is preferred, • Strong sense of organization and attention to detail, • Experience with QuickBooks a plus

RESPONSIBILITIES OF THE ASSISTANT CONTROLLER. EXPERIENCE PREFERRED FOR THE ASSISTANT CONTROLLER ROLE:.

Perform forensic account analysis on financial reporting, balance sheets, and related-party transactions. Manage and consolidate financial data for accurate accounting at both the consolidated and unit levels.

Grant Accountant - Nonprofit Organization (Downtown NYC) Pay Rate: $40-50/hr commensurate with experience Our client, a well-established nonprofit organization based in Downtown Manhattan, is seeking a Grant Accountant to join their finance team. This role is ideal for someone with nonprofit experience who is comfortable working with government contracts, budgets, and financial reporting. The Grant Accountant will play a critical role in ensuring the organization's funding is accurately tracked, reported, and compliant with all regulatory and contractual requirements. Key Responsibilities • Prepare and submit budget-related materials for funders, including initial applications, renewals, amendments, and modifications., • Collaborate with program and development teams to ensure budgets align with programmatic goals and funder expectations., • Review payroll reports and prepare monthly payroll allocation spreadsheets to ensure accurate cost distribution across grants., • Record and track revenue for each funding source, including posting payments, managing accruals, and maintaining payment schedules., • Monitor grant expenditures to ensure compliance with allowable costs and budget limits., • Prepare monthly, quarterly, and annual financial reports for public and private grants and contracts., • Maintain organized documentation for audits, funder reviews, and internal reporting., • Assist with financial forecasting and variance analysis related to grant funding., • Support the finance team with general accounting tasks as needed. Preferred Qualifications • 2+ years of accounting experience in a nonprofit environment, with exposure to government grants and contracts., • Strong understanding of fund accounting and grant compliance regulations., • Advanced Excel skills, including pivot tables and formulas., • Experience with accounting systems such as QuickBooks, NetSuite, or PeopleSoft., • Detail-oriented with strong organizational and communication skills., • Ability to work independently and collaboratively in a fast-paced environment. #INOCT2025

Staff Accountant Staff Accountant Staff Accountant Staff Accountant Staff Accountant Staff Accountant Staff Accountant Salary: Base salary: $75,000 - $90,000 + discretionary bonus Why This Opportunity Stands Out This is more than just an accounting role - it's a gateway into a highly respected, stable organization with a reputation for promoting from within and investing in its people. Here's what makes this opportunity exceptional: • Hybrid Schedule: Start with 4 days in-office, transition to 3 after training (2-4 months), • Fully Paid Health Benefits: If you earn under $125K, your health insurance is 100% covered, • Free Meals Daily: Enjoy complimentary breakfast and lunch, plus a brand-new Starbucks with free coffee on-site, • Generous Benefits Package: Includes 401(k) defined contribution plan, commuter benefits, tuition reimbursement, and CPA support Key Responsibilities • Perform monthly bank and general ledger reconciliations, • Prepare journal entries and assist with month-end close, • Support quarterly and annual tax filings and audits, • Conduct expense variance analysis and assist with budgeting, • Collaborate with branch offices and cross-functional teams on ad hoc projects Qualifications • Bachelor's degree in Accounting or Finance with 3+ years of general accounting experience, • Strong Excel skills (SUMIFs, pivot tables, index/match, data conversions), • Excellent attention to detail and a collaborative mindset #INNOV2025 #LI-KR2

Responsibilities of the Project Accountant:. Qualifications of the Project Accountant:.

Job Summary of the FP&A Manager: The Financial Planning & Analytics Manager (FP&A Manager) will lead all financial activities including strategic planning, reporting, forecasting, risk management, and compliance. This role supports company growth by providing actionable insights and ensuring financial integrity. About the Company • An essential business that will always be in demand as they handle with essential resources (Pandemic / Life disaster proof!), • Grew from $15 million to $90 Million in the last 3 years - they are DEBT FREE!, • Recently accepted the Annual Corporate Growth Award of 2024, • Conduct financial analysis and reporting., • Develop financial models and budget projections., • Assisting with budget preparation and monitor progress., • Ensure compliance with financial reporting requirements., • Worked with $100+ Million budgets, preferably in the NFP industry, • 5+ years of experience in analytics, finance, or accounting., • Advanced Excel skills; familiarity with Oracle, Workday, and Salesforce a plus., • Strong analytical, project management, and communication skills., • Supervisory Experience

Senior Reinsurance Accountant - Senior Reinsurance Accountant - Senior Reinsurance Accountant - Senior Reinsurance Accountant - Senior Reinsurance Accountant - Senior Reinsurance Accountant - Senior Reinsurance Accountant Salary: $115,000-$120,000 base + 10%+ annual bonus + full benefits Why This Opportunity Stands Out: This is a career-defining opportunity to join a high-retention, internally progressive finance team that values your expertise and rewards your contributions. Here's what makes it special: • Hybrid schedule: 4 days in-office, remote Fridays, • Top-tier benefits: 23 days PTO, medical/dental/vision, 401(k) with 6% match, ESPP with 20% match and 30% top-up, • Bonus potential: 10%+ annually, • Growth-focused culture: Internal promotions are the norm, not the exception Key Responsibilities: • Manage treaty and facultative reinsurance reporting, settlements, and reconciliations, • Handle premium, loss, and cash allocations with precision, • Lead quarterly and year-end reporting, audit support, and process improvements, • Resolve broker/client inquiries and aged recoverables, • Own system-to-ledger reconciliations and data validations Qualifications: • 5+ years of reinsurance accounting experience, • Advanced Excel skills and strong analytical capabilities #INOCT2025 #LI-KR2

• Approved accounts receivable adjustments to customer accounts, • Reconcile cash receipts daily for accounts, • Processing customer payments and cash sales/credit card payments, • Apply daily cash receipts to customer accounts, • Apply customer payments to customer accounts, • Apply customer payments to customer accounts, • Prepare daily cash deposits and payments, • Prepare accounts receivable adjustments based on customer short payments, • Perform all non-accounts receivable adjustments, • Receive cash from intercompany accounts, • Enter finalized cash receipts and update accounts receivable ledger by customer, • Apply cash collections daily to appropriate customer accounts, • Post the payments to designated unidentified cash accounts, • Generate accounts receivable reporting and issues standard accounts receivable reports and statistics, • Applying payments accurately to customer accounts, • Prepare accounts receivable adjustments based on customer short payments/li, • Applying payments to customers' accounts, • Ensure proper posting of payments to customer accounts, • Reconciled daily to cash receipts, • Post cash receipts to customer accounts on a daily basis

Manager of Financial Systems / Senior Analyst. Financial software certifications or super-user experience. Administer and optimize financial systems including ERP, AP, T&E, budgeting, and reporting platforms.