Accounting & Finance jobs in Rockaway Township, New JerseyCreate job alerts

\n • Position: Senior Accountant (6-month contract with potential for permanent hire), based in Montville, NJ, with a hybrid schedule (4 days on-site, 1 day remote).\n, • Reporting: Reports to the Regional Controller and supports accounting operations for a $50M manufacturing business.\n, • Core Responsibilities: Lead month-end/year-end close, prepare financial statements, journal entries, reconciliations, and financial reporting.\n, • Accounting Expertise: Manage Percentage-of-Completion (POC) accounting, revenue recognition, cost accounting, and ensure compliance with US GAAP and IFRS.\n, • Financial Analysis: Support budgeting, forecasting, variance analysis, and analyze project costs, inventory, and gross margins in partnership with Engineering, Manufacturing, and Operations.\n, • Operational Support: Assist with audits, internal controls, ERP enhancements, and oversee day-to-day accounting functions including AP, AR, fixed assets, and reporting.\n, • Required Qualifications: Bachelor's degree in Accounting, 4+ years of accounting experience (manufacturing and/or public accounting preferred), strong Excel skills, and knowledge of manufacturing cost accounting and POC accounting. CPA preferred.\n, • Preferred Skills: Experience with Power BI, SQL, ERP systems (M3, Jobscope, SAP), IFRS 15, ASC 606, IFRS 16, financial system implementations, and bilingual English/Spanish.\n, • Key Competencies: Strong analytical, organizational, communication, and cross-functional collaboration skills with the ability to work independently.\n, • Why Join: Opportunity to grow within a collaborative manufacturing company offering competitive compensation, benefits, and the potential for permanent employment.\n\n

Tax Manager WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,000 clients and are entrusted with nearly $10 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. This role sits within Procyon Tax, our in-house tax division. Procyon Tax works side by side with our advisors, financial planners, and benefits and risk teams to deliver tax compliance and planning as an integrated part of each client's overall wealth strategy. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy & enthusiasm every day. Driven – We work tirelessly to achieve exceptional outcomes. Approachable – We always make sure people feel welcome. Candid – We tell it like it is in language you will understand. Caring – We have your back. Firm Priorities • Growth We are committed to growth, • Efficiency We desire to run the firm as efficiently as possible., • Exceptional Outcomes We want all our clients and team members to have them. OVERVIEW The Tax Manager plays a central role within Procyon Tax, overseeing the preparation and review of a broad range of tax returns while delivering proactive tax planning, researching complex tax matters, and supervising a small team of accounting professionals. This role requires deep knowledge of tax issues affecting privately held and owner-managed businesses, as well as individuals with complex tax situations, including trusts and estates. The Tax Manager partners closely with financial advisors and the broader Procyon team to identify planning opportunities and deliver integrated advice across a client's full financial picture. The ideal candidate is technically rigorous and detail oriented, communicates complex tax concepts clearly to clients and colleagues, and thrives leading a team through a demanding compliance calendar. QUALIFICATIONS • CPA license required., • Minimum of 7-10 years of recent public accounting experience., • Strong knowledge of taxation for individuals, corporations, S corporations, partnerships, nonprofits, trusts, and estates., • Demonstrated understanding of both small business operations and complex tax planning strategies., • Experience preparing and reviewing complex business, individual, estate, and trust tax returns., • Experience with QuickBooks and professional tax software (UltraTax preferred)., • Excellent analytical, organizational, and problem-solving skills., • Ability to manage multiple projects and meet deadlines in a fast-paced environment., • Strong written, verbal, and interpersonal communication skills., • Prior experience supervising or mentoring staff is preferred. JOB DESCRIPTION Tax Compliance & Review • Prepare and review individual, business, nonprofit, estate, and trust tax returns., • Review staff work for technical accuracy and compliance with federal and state requirements., • Manage multiple engagements simultaneously, ensuring quality standards and timely completion throughout the compliance calendar. Tax Planning & Advisory • Prepare and review tax projections and develop proactive tax planning strategies for clients., • Analyze financial statements to identify tax planning opportunities for closely held businesses, business owners, and individuals., • Partner with financial advisors and the planning team to integrate tax strategy into the broader client relationship. Technical Research & Firm Expertise • Research complex federal and state tax issues and document conclusions to support client recommendations., • Monitor tax law changes and keep the firm informed of developments affecting clients and internal processes. Team Leadership & Development • Supervise, mentor, and manage a team of 3-4 staff accountants., • Provide ongoing coaching and technical training to build depth and consistency across the team., • Establish workflow priorities and monitor capacity to ensure deadlines are met without compromising quality. Client Communication • Communicate directly with clients regarding tax planning, tax compliance, and complex tax matters., • Translate technical tax concepts into clear, actionable guidance for clients and internal partners. WHY PROCYON Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm. Location: Sparta, New Jersey Travel: 10% of the time for internal firm events Full / Part-time: Full Time Hours Per Week: 40 hours, minimum Hours: 8:30am-5pm-tax season hours will vary Salary: $135-150K+ Bonus Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships. Candidates without a transferable book of this size will not be considered. WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $10 Billion in client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy & enthusiasm every day. Driven – We work tirelessly to achieve exceptional outcomes. Approachable – We always make sure people feel welcome. Candid – We tell it like it is in language you will understand. Caring – We have your back. Firm Priorities • Growth We are committed to growth, • Efficiency We desire to run the firm as efficiently as possible., • Exceptional Outcomes We want all our clients and team members to have them. OVERVIEW Your role as a Financial Advisor is central to Procyon's growth. As a trusted expert and the face of the firm to your clients, you will drive new business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This role blends deep technical mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your practice while delivering a white-glove experience at every touchpoint. The ideal candidate is an accomplished, entrepreneurial advisor who is a genuine expert in the field, thrives on business development, and takes ownership of both client relationships and their own growth. QUALIFICATIONS • Minimum $40 million in current, transferable client assets under management (AUM) required. This posting is for an established advisor with an existing, portable book of business — not a developing or early-career advisor., • Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind., • Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships., • Series 65, or ability to obtain within 3 months of start date., • CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy., • Proven ability to source, cultivate, and convert prospects into long-term clients., • Exceptional interpersonal, written, and verbal communication skills, with the ability to explain complex topics simply and persuasively., • Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment., • High personal character and integrity, with a clean compliance record., • Team player with a strong work ethic, self-motivation, and a genuine desire to grow your practice. Optional: While not a requirement, familiarity with our tech stack is a plus. • Custodians — Charles Schwab and Fidelity, • CRM — Salesforce, • Performance Reporting — Black Diamond, • Financial Planning — eMoney, MoneyGuidePro, FP Alpha JOB DESCRIPTION This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways: Business Development & Client Acquisition • Drive the firm's growth by sourcing, cultivating, and closing new client relationships, • Build and execute a personal business development plan, leveraging referrals, and Procyon's marketing and PR efforts., • Develop Center’s of Influence through networking and events, • Deliver compelling, expertise-driven presentations clients closing leads and referrals Advisory Expertise & Client Relationships • Serve as the trusted lead advisor and subject-matter expert for your clients, delivering planning-led advice across investments, retirement, estate, tax, and risk., • Build strong, long-term relationships by understanding each client's goals proactivley, • Answer client questions with superior service front of mind, always, and coordinate meetings, deliverables, and follow-up. Financial Planning & Wealth Strategy • Partner with the Financial Planning team to develop and present high-integrity financial plans, • Identify gaps in clients'/prospects' plans to generate new business & deepen relationships, • Provide strategic investment, retirement, estate, tax, and insurance guidance Collaboration & Firm Resources • Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice., • Adhere to the firm's standardized client service and maintain a clean compliance record, • Collaborate across teams, sharing insights and contributing to a high-performing culture. WHY PROCYON Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm. Travel: Up to 10% of the time between office and event locations Full / Part-time: Full Time Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

Tax Manager or Director | Public Accounting | $150-200K Base + 15% Bonus | Onsite | Mount Arlington, NJ Send resume to Michael@sherwoodSP.com Most firms say they care about work/life balance. This one caps busy season at 50 hours, and the office is mostly empty by 5 PM the rest of the year. We're a mid-sized public accounting firm of about 150 people, with a 30 person tax team, and we're adding a Tax Manager. Our people stay because the work is interesting, the hours are reasonable, and leadership treats the team well. What You'll Work On • Individual, trust, partnership, and S corp returns, • Small and mid-sized business clients, with a strong base in manufacturing, • Reviewing work, developing staff, and serving as a main point of contact for clients, • Working closely with a tax team that knows what it's doing Compensation and Benefits • $150-200K base, depending on experience (senior-level CPAs coming in around $180K), • 15% bonus for managers, • Profit sharing, with 3% of salary contributed to your 401(k), • 5 weeks of PTO, • Full family medical coverage through Cigna Why People Like Working Here • Busy season tops out around 50 hours a week. Outside of tax season, people head home around 5., • A low-stress environment where you're trusted to do your job, • Flexibility on schedule (this is an onsite role, but beyond that we're easy to work with), • Regular firm events, golf outings, and a team that actually enjoys being around each other, • A real path forward. Senior Manager and Director roles are in reach, with partner track possible from there. What We're Looking For • CPA preferred, • Public accounting tax experience, including review, • Comfort working across individual, trust, and entity returns, • Someone who wants a long-term home, not just another stop If you're tired of 70 hour weeks and vague promises about advancement, let's talk. All inquiries are confidential.

About Us DOWC is a fast-growing third-party service provider in the automotive industry. We partner with thousands of dealerships nationwide, including exclusively for Nissan. We offer finance & insurance solutions to our partners and help service over a million contract holders across the country. Voted NJBIZ Best Place's to Work 4 years in a row! We’re looking for a Sr. Director of Accounting Operations to lead and elevate our Accounts Receivable / Order-to-Cash and Treasury functions. This is a highly visible leadership role for an accounting professional who thrives on improving processes, developing people, and bringing structure and efficiency to high-volume financial operations. You’ll oversee a team of approximately 15 accounting & treasury professionals and play a key role in ensuring the organization maintains strong cash flow, disciplined working capital management, accurate receivables, and effective treasury operations. What You’ll Do: Lead Accounting Operations • Lead, mentor, and develop a team of approximately 15 professionals across AR, Order-to-Cash, and Treasury., • Establish clear goals, performance expectations, KPIs, and accountability across the team., • Serve as a hands-on leader who can step into complex issues while empowering managers and team members to own their areas., • Partner closely with senior leadership, Accounting, Finance, Operations, and other internal teams. Own Accounts Receivable/Order-to-Cash • Oversee the full Order-to-Cash lifecycle, including invoicing, cash application, collections, account reconciliation, and dispute resolution., • Drive improvements in DSO, aging, collections performance, cash application, and overall working capital., • Establish and monitor AR reporting, KPIs, dashboards, and performance metrics., • Identify bottlenecks and implement scalable processes that improve efficiency, accuracy, and customer experience., • Develop SOPs for O2C operations specific to industry standards and implement process improvements for best efficiency., • Ensure appropriate controls are in place around billing, collections, cash receipts, and account reconciliations. Lead Treasury Operations • Oversee daily treasury and cash management activities, including cash positioning, bank activity, transfers, and reconciliations., • Monitor liquidity and cash requirements and help optimize the organization's cash position., • Manage banking relationships and support banking administration, including account openings, closures, signatories, and related documentation., • Strengthen treasury processes, controls, and reporting., • Partner with leadership to improve cash forecasting and visibility. What We’re Looking For • Bachelor’s degree in Accounting, Finance, Business, or a related field, • 5+ years of experience as a controller, assistant controller, VP of accounting, director of accounting, or related role, • Must have experience overseeing treasury and accounts receivable teams, • Strong understanding of AR operations, cash application, collections, reconciliations, corporate treasury, and cash management, • Experience improving processes, implementing controls, and driving operational efficiencies, • Strong analytical and problem-solving skills with the ability to turn financial data into actionable insights, • Excellent communication skills and the ability to collaborate effectively across departments, • Strong ERP/accounting systems experience; experience with automation and process improvement initiatives is highly valued, • NetSuite experience is a plus Come join our growing team here in Parsippany! As NJ's Best Places to Work Honoree for four years in a row, we offer: • Competitive compensation, • PTO and Sick Time, • Medical, Dental, Vision, 401k matching, ancillary benefits, • Full-service cafeteria on-site serving breakfast & lunch from a private chef, • Corporate events, team activities, employee awards and recognition, 5-year employee loyalty vacation and more! DOWC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact us for assistance

Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron's & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquartered in Parsippany, New Jersey. Junior Associate, Marketing Summit Financial is seeking a creative, detail-oriented Junior Marketing Associate with a strong graphic design background to support the Marketing team. This individual will help develop visually compelling content and materials that support Summit's brand, advisor network, and partner firms, while gaining exposure to the full scope of marketing operations at a fast-growing wealth management firm. This role is ideal for someone early in their career who has a strong design sensibility, an eye for detail, and an interest in building a well-rounded marketing skill set in financial services. Responsibilities • Design marketing collateral, presentations, digital assets, and print materials that align with Summit's brand identity and standards., • Support the creation of content for advisor-facing communications, partner materials, social media, email campaigns, and the company website., • Collaborate with the Marketing team to concept, design, and execute materials for events, conferences, and internal initiatives., • Maintain and organize the firm's design asset library, templates, and brand guidelines to ensure consistency across all materials., • Assist with photo and video editing, formatting, and light production work for marketing campaigns., • Partner with internal stakeholders, including advisors and other departments, to understand marketing needs and translate them into effective visual solutions., • Support day-to-day marketing operations, including tracking project timelines, coordinating approvals, and managing multiple design requests simultaneously., • Stay current on design trends, tools, and best practices, and proactively bring fresh ideas to the team. Qualifications • 2-5 years of experience in graphic design, marketing, or a related creative field; internship experience considered., • Strong portfolio demonstrating graphic design skills and proficiency with design software (e.g., Adobe Creative Suite — Illustrator, Photoshop, InDesign; Figma)., • Bachelor's degree in Graphic Design, Marketing, Communications, or a related field., • Strong attention to detail, with the ability to manage multiple projects and deadlines in a fast-paced environment., • Excellent communication and collaboration skills, with a willingness to take direction and incorporate feedback., • Highly organized, proactive, and eager to learn, with a strong sense of ownership over deliverables., • Experience in financial services, professional services, or a corporate marketing environment is a plus but not required. $65K plus for salary

AEM Solution Architect Location: Parsippany, NJ Minimum experience: 14 to 20 years Salary: up to $170,000 per year A global technology services organisation is seeking an experienced AEM Solution Architect to lead the architecture and evolution of an enterprise digital experience platform for a major consumer brand. This is a high-impact opportunity to shape a modern, scalable ecosystem spanning Adobe Experience Manager, headless delivery, modern frontend frameworks, APIs, cloud infrastructure, CDN technologies and enterprise integrations. N.B. Only US Citizens or Green Card holders can be considered for this position. What You’ll Do • Own the architecture of enterprise-scale AEM Sites, Assets, Headless and hybrid solutions, • Define component frameworks, templates, content models, taxonomies and content structures, • Develop multi-site, multi-brand, localisation and content-governance strategies, • Architect Dispatcher configurations, caching models and scalable performance solutions, • Guide AEM as a Cloud Service migrations, cloud readiness and platform modernisation, • Define CDN and edge architectures using platforms such as Akamai, CloudFront, Cloudflare or Fastly, • Establish strategies for edge caching, routing, media optimisation, WAF and bot mitigation, • Lead frontend architecture using React, Angular or Vue, • Govern SPA and micro-frontend patterns and their integration with AEM, • Design Backend-for-Frontend services using Node.js, Java or Spring Boot, • Define secure and scalable API contracts, orchestration patterns and integrations, • Partner with engineering, security, infrastructure, product and experience teams, • Set standards for performance, accessibility, security, resilience and maintainability What You’ll Bring • 14+ years of progressive experience in digital platforms, engineering or enterprise architecture, • Expert knowledge of AEM 6.x and/or AEM as a Cloud Service, • Strong experience with Sling, OSGi, JCR, HTL, Dispatcher, workflows and Multi Site Manager, • Experience designing AEM Sites, Assets, Headless or hybrid implementations, • Strong understanding of GraphQL, REST APIs and Sling Models, • Experience with modern frontend frameworks and SPA architecture, • Knowledge of BFF and API-driven architecture using Node.js, Java or Spring Boot, • Experience with CDN and edge platforms, caching and performance optimisation, • Strong knowledge of DevOps, CI/CD pipelines and cloud deployment models, • Understanding of security, authentication and authorisation, including OAuth 2.0, SAML and JWT, • Ability to translate complex technical needs into clear, pragmatic architectural decisions, • Strong communication and stakeholder-management skills Experience That Would Be a Plus • Adobe AEM Architect, Developer or equivalent certification, • Hands-on AEM as a Cloud Service migration experience, • Multi-brand, multi-region or multilingual platform architecture, • Adobe Dynamic Media and image or video optimisation, • Adobe Target, Adobe Analytics or similar personalisation and analytics platforms, • CRM, commerce, identity or marketing technology integrations Why Consider This Opportunity? You’ll have the opportunity to influence a highly visible enterprise platform, establish architectural standards and help modernise a complex digital ecosystem. The role combines strategic ownership with enough technical depth to remain close to the solutions being delivered. Benefits may include: • Medical, dental and vision coverage, • Disability and insurance options, • Parental and family leave, • 401(k) plan and performance-based incentives, • Paid vacation, sick leave and holidays, • Certification and training reimbursement, • Commuter benefits, • Legal and financial assistance programmes, • Student-loan refinancing and education-planning support, • Pet, home, auto and identity-theft insurance options Interested in shaping the future of an enterprise digital experience platform? Apply or get in touch to learn more.

We are recruiting for multiple positions at public accounting firms ranging from 20-100 ees. A CPA would be a "nice to have" not a must have. We have roles in auditing, tax, business advisory, from staff to senior to managers. Each firm carries its own WFH policy, some more lenient than others. Our clients are located from Bergen/Passaic/Morris counties as well as NYC. Some clients are offering attractive base salaries with a bonus and to a lesser extent a chance to get equity. Robert Half is the leader in public accounting placement, please reach out to me if you have any desire to find a larger firm, if you are in a smaller firm; or if you have a specialist skillset and want to diversify. We have various firms that can use assistance at various levels. Reach out for a conversation.

Financial Advisor Prudential Financial Parsippany, New Jersey About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Basking Ridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendations Responsibilities Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Life-long student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Required Skills The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Preferred Skills Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Pay range and compensation package Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Howard Diamond Howard.diamond@prudential.com

A 40 person CPA firm can offer something the big firms struggle to replicate. Big firm quality work, without becoming a small part of a very large machine. This growing New Jersey firm is entrepreneurial, ambitious and serious about giving good people a route to Partner. Ideas are welcomed, feedback is listened to and everyone has a voice. They’re looking for a Tax Manager to join their modern Parsippany office. You’ll heavily review tax returns, lead and mentor staff and gain broad exposure across tax and accounting. The firm invests heavily in technology and continuing education too, giving people better tools to do better work. • Clear opportunity to progress to Partner, • Entrepreneurial and ambitious culture, • Modern office in Parsippany, NJ, • Significant investment in technology, • Continuing education and professional development, • Opportunity to lead and mentor staff, • Broad exposure across tax and accounting, • Leadership that actively welcomes ideas and feedback How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career.

Our client, located in Parsippany, NJ is looking to hire a Director of SEC Reporting and Technical Accounting. Hybrid. $185k-$225k plus bonus as well as equity. Requirements/Responsibilities: • CPA with 10-15 years of relevant external reporting experience, • A mix of Big 4 and industry experience, • Own the preparation of SEC financial statements, footnotes, and related disclosures, • Own technical accounting positions including segment reporting, EPS, stock-based compensation (ASC 718), revenue recognition (ASC 606), and business combinations (ASC 805), • Research, evaluate, and document complex, non-standard transactions in clear, auditable technical memos, • Build and maintain the external reporting calendar, disclosure controls and procedures, and the supporting tie-out process, • Monitor, assess, and lead the adoption of new accounting standards, and own the company's accounting policy, • Serve as a primary technical point of contact for external auditors

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: • Build a client base and develop knowledge of Bankers Life financial products and market trends, • Develop yourself with our award-winning training and mentorship network, • Present clients with financial solutions and drive them to action, • Take ownership of your business and build a team The ideal candidate will have: • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®), • High level of self-motivation; ability to accomplish goals independently, • History of success in sales, competitive roles, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®, • Inclusive culture, career long mentorship, and the support of an established office structure, • Progressive advancement opportunities, • Flexible hybrid schedule once you complete your agent training, • Sales leads, marketing tools and leading technology, • Uncapped earnings ($80,000 - $100,000 1st year average), • Passive income opportunities and bonus programs, • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Transition Project Coordinator FLSA Status: Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (On-Site) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Transition Project Coordinator. Position Overview: The Transition Project Coordinator supports the Advisor Integrations Manager in executing day-to-day project operations for advisor transitions and M&A integrations. Under the manager's relationship-building and strategic direction, this role tracks project milestones, coordinates meetings and agendas, maintains task tracking, and manages internal communication across departments. The coordinator is responsible for the project related and operational execution of transitions while developing relationship management and client-facing skills. Key Responsibilities: • Track transition milestones, schedules, and deliverables across multiple concurrent transitions; monitor progress and report status to the Advisor Integrations Manager, • Schedule and coordinate transition meetings (kickoff, weekly updates, status reviews); prepare agendas, meeting notes, and action item tracking, • Manage transition-related data in Excel and reporting dashboards; assist in preparing weekly progress reports with transition metrics and key performance indicators, • Support relationship building with internal departments (compliance, legal, IT, client services) and external partners (custodians, vendors) under manager guidance; develop communication and coordination skills through hands-on experience, • Track advisor progress through training modules, milestones, and assessments; support training scheduling and report acclimation status to the Integrations Manager, • Monitor day-to-day transition alerts and cleanup items; flag priority issues to the Advisor Integrations Manager for direction and resolution, • Support maintenance of centralized repository of transition documents, checklists, and SOPs Qualifications: Education Bachelor's degree in business administration, finance, project management, or related field preferred. Experience • 1-3 years of relevant experience in project coordination, operations, wealth management, or client relationship management (or equivalent demonstrated competency), • Experience supporting transition initiatives, process improvements, or cross-functional projects a strong plus, • Demonstrated proficiency in Excel (pivot tables, VLOOKUP, data validation, conditional formatting), • Experience with CRM platforms, business intelligence tools, or project management software (Asana, Salesforce, Tableau) is a plus Desired Skills and Competencies Organization & Execution Strong organizational skills and attention to detail in tracking project timelines, tasks, and deliverables across multiple concurrent transitions. Ability to identify issues early, escalate appropriately, and adapt to changing priorities. Self-motivated and able to work under direction; takes responsibility for assigned tasks, follows through on commitments, and flags items that need attention without waiting to be asked. Communication & Collaboration Strong written and verbal communication skills with the ability to listen carefully and follow directions clearly. Comfortable assisting with cross-functional coordination under direction. Developing ability to explain transition processes and build relationships through hands-on experience and manager mentorship. Willing to learn relationship-building practices as a collaborative support resource within the team. Technical Proficiency Strong Excel skills (pivot tables, VLOOKUP, data validation, conditional formatting) and comfort with data entry, validation, and quality assurance. Able to troubleshoot technical issues and comfortable learning new software platforms and tools (Salesforce, Tableau, project management software). Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement: OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

Title: Investment Analyst Job Description As an integral part of OnePoint BFG Wealth Partners, the Investment Analyst works closely with the Wealth Advisor and Team Lead in providing support across all client and prospect relationships. The Analyst is primarily responsible for building financial plans, preparing client and prospect deliverables, and trading client accounts. Responsibilities Responsibilities and essential job functions include but are not limited to the following: • Build and maintain comprehensive financial plans, including retirement projections, education savings analysis, and cash flow modeling., • Create and prepare client and prospect deliverables, including proposals, portfolio reviews, and presentation materials, prior to meetings., • Trade client accounts, including stocks, ETFs, mutual funds and fixed income, and execute portfolio rebalancing., • Participate in the portfolio review/monitoring process, supporting cash flow and tax considerations associated with client portfolios., • Any other duties as requested by the Wealth Advisor or Team Lead. Requirements • 4+ years of experience in wealth management, financial planning, or an investment-related field; scope of role and seniority scale with experience., • Candidates with approximately 10+ years of relevant experience and prior people-management or supervisory experience will be considered for the Team Lead track, which includes oversight of Analyst staffing and workflow., • Ability to collaborate closely and effectively with Wealth Advisors., • Ability to communicate clearly and concisely, both orally and in writing., • Strong mindfulness and attention to detail., • Demonstrated ability to perform effectively in a fast-paced, high-volume, high-performance environment., • Advanced skills in Excel, with knowledge of one or more of the following: Morningstar, Bloomberg, ycharts, and/or eMoney., • Experience with RedBlack is considered a strong asset and will enhance a candidate's overall profile., • Bachelor's degree in math, finance, accounting, or business preferred. Licenses/Certifications Candidates holding a Series 7, Series 65, CFA, CFP, or ChFC designations preferred. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Employee will receive a copy via email. 300 Kimball Drive, Suite 310 | Parsippany, NJ 07054 Office. 973.575.4180· www.onepointbfg.com Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”).

Tax Manager (*some flex on title) Location: Hybrid role based near Sparta, NJ. Candidates should reside within a reasonable commuting distance for regular in-office collaboration. Overview A growing wealth management and financial advisory organization is seeking a Tax Manager to join its in-house tax practice. Operating as the tax division of a well-established RIA and wealth management platform, this team works closely with financial advisors, planners, and client service professionals to deliver integrated tax compliance and strategic tax planning solutions. The Tax Manager will oversee complex tax engagements, provide proactive tax planning advice, research technical tax matters, and lead a small team of tax professionals. The ideal candidate brings strong public accounting experience, deep technical expertise across multiple entity types, and a consultative approach to supporting high-net-worth individuals, families, trusts, estates, and closely held businesses. Key Responsibilities Tax Compliance & Review • Review and prepare complex federal and state tax returns for individuals, partnerships, corporations, trusts, estates, and nonprofit organizations., • Manage multiple client engagements while maintaining high standards of accuracy, quality, and timeliness., • Ensure compliance with evolving tax regulations and filing requirements. Tax Planning & Advisory • Develop proactive tax planning strategies for business owners, executives, families, and high-net-worth clients., • Prepare tax projections and identify opportunities for tax efficiency and long-term planning., • Analyze financial information and business activities to support strategic tax recommendations., • Partner with financial advisors and planning professionals to incorporate tax strategy into broader wealth planning initiatives. Technical Research • Research complex federal and state tax matters and provide practical recommendations., • Monitor legislative and regulatory developments affecting clients and internal processes. Team Leadership • Lead, mentor, and develop a team of tax and accounting professionals., • Review staff work, provide technical guidance, and support ongoing professional development., • Assist with workflow management and engagement scheduling to ensure deadlines are met. Client Relationship Management • Serve as a trusted advisor on tax planning and compliance matters., • Communicate complex tax concepts in a clear, client-friendly manner., • Build and maintain strong long-term client relationships through responsive and consultative service. Desired Qualifications • Active CPA license required., • 6+ years of recent public accounting experience in Tax, with experience managing people., • Strong technical knowledge of individual, corporate, partnership, nonprofit, trust, and estate taxation., • Experience reviewing and preparing complex tax returns., • Background serving closely held businesses and high-net-worth individuals., • Experience with tax software platforms; UltraTax experience preferred., • Working knowledge of QuickBooks., • Strong analytical, organizational, project management, and communication skills., • Prior supervisory or team leadership experience preferred. Ideal Candidate Profile • Strong technical tax foundation with a consultative mindset., • Comfortable balancing compliance, planning, and client advisory responsibilities., • Collaborative team player who enjoys partnering with financial advisors and wealth management professionals., • Proven ability to lead staff, manage deadlines, and oversee complex engagements., • Relationship-focused professional committed to delivering exceptional client service. This opportunity offers the chance to join the tax practice of a growing wealth management organization, providing meaningful exposure to integrated tax planning, advisory work, and sophisticated client situations that extend beyond a traditional public accounting environment.

About the Company Our client is seeking a Staff Accountant & Billing Specialist to join their growing Accounting & Finance team. This role is ideal for an accounting professional who has a strong foundation in month-end close, account reconciliations, revenue recognition, and financial reporting, while also owning the customer billing process from invoice generation through collections support. Responsibilities • Own the end-to-end customer billing process, including invoice preparation, contract review, billing validation, and customer support., • Perform monthly account reconciliations and investigate discrepancies to ensure accurate financial reporting., • Support month-end and year-end close activities, including preparation of journal entries, accruals, prepaids, and deferred revenue adjustments., • Maintain and reconcile revenue-related accounts in accordance with accounting policies and revenue recognition requirements., • Analyze customer contracts to ensure proper billing and revenue treatment., • Monitor accounts receivable aging and partner with customers to resolve outstanding balances., • Prepare financial schedules and supporting documentation for audits and management reporting., • Manage customer tax records and sales tax compliance activities., • Administer customer billing platforms and onboarding portals., • Identify and implement process improvements to increase efficiency and accuracy across billing and accounting functions., • Support budgeting, expense management, and other accounting initiatives as needed. Successful candidates typically come from small-to-mid sized companies where they have owned portions of the month-end close process, performed account reconciliations, worked with accruals and deferred revenue, and supported revenue recognition in addition to managing billing activities. Location: Hybrid in Mount Arlington, NJ (Wednesdays and Thursdays onsite) Job Type Direct-Hire Required Skills • Bachelor's degree in accounting required., • 3-5+ years of progressive accounting experience with exposure to both financial accounting and customer billing., • Demonstrated experience supporting month-end close processes., • Experience preparing and reviewing account reconciliations., • Understanding of accrual accounting, deferred revenue, and revenue recognition concepts., • Experience managing accounts receivable and customer billing functions., • Strong analytical skills and attention to detail., • Excellent organizational and communication skills., • Proven ability to work independently in a fast-paced environment. Preferred Skills • Experience working in a SaaS or subscription-based business model., • Experience with QuickBooks Online, Salesforce, and/or Maxio., • Knowledge of Avalara or sales tax compliance processes. Pay Range & Compensation Package Salary Range: $60-75k Benefits: Candidate will be eligible for all benefits directly through the client. Equal Opportunity Statement We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form.

Senior Tax Manager opportunity with a growing public accounting and advisory firm offering a faster path to client ownership and leadership. This is a succession-driven opening where the right person can transition into an existing book of client relationships over time. The work is focused on closely held businesses, business owners, HNW individuals, partnerships, S-Corps, C-Corps, and individual tax clients, with a blend of review, planning, compliance, and advisory. Ideal background is 8+ recent years in public accounting tax, strong prep/review experience, and comfort working directly with clients. CPA preferred, not required. The team is modern, tech-forward, growth-minded, and building more efficient workflows around tax and advisory. Hybrid flexibility available across Northern NJ, NYC, and remote work once ramped. Base compensation is expected in the $120K-$170K range, plus bonus potential.

Job Title : GCP Performance Engineer Employment Type : Contract Location: Parsippany – NJ (Hybrid- 3 days work from office) Job Description : Key Responsibilities • Monitor application and infrastructure performance in GCP environments., • Analyze latency, throughput, and resource utilization metrics., • Support performance testing and workload validation activities., • Assist in tuning BigQuery queries and AlloyDB database performance., • Work with Cloud Monitoring dashboards and alerts., • Identify CPU, memory, disk, and network bottlenecks. Required Skills • Hands-on experience with GCP services., • Knowledge of BigQuery, AlloyDB, and Compute Engine., • Basic Python programming and optimization techniques., • Experience with monitoring and observability tools., • Understanding of performance testing concepts., • Optimize Python, BQ, AlloyDB, AlloyDB, Pub/Sub Process

We are working with a well-established wealth management firm in Parsippany that has more than $500 million in assets under management and continues to grow. About the Role They are looking for an experienced investment and financial planning professional who can step into a broad, hands-on role. This person will be involved in investment research, portfolio construction, financial planning, client meeting preparation, and oversight of the day-to-day work being handled by the team. The environment is small and close-knit, so personality fit is important. They want someone who is sharp, dependable, willing to jump in where needed, and comfortable working without a lot of ego or hierarchy. Responsibilities • Research and evaluate mutual funds, ETFs, investment managers, and portfolio strategies, • Review performance across different market cycles, including risk, return, downside protection, fees, and tax impact, • Build and maintain investment models and portfolio allocations, • Prepare financial plans covering retirement, tax, estate, insurance, cash flow, and investment planning, • Gather client information and prepare materials for advisor and client meetings, • Handle follow-up items, update the CRM, and help make sure recommendations are carried through, • Review work completed by other team members and help keep processes moving, • Explain investment and planning concepts clearly to advisors, clients, and internal staff Qualifications • 7 to 10+ years of experience within an RIA, wealth management, private wealth, or financial planning firm Required Skills • Strong investment analysis and portfolio construction experience, • Someone who knows how to look beyond historical returns and evaluate investments based on risk, volatility, downside performance, and overall portfolio fit, • Experience preparing comprehensive financial plans and supporting high-net-worth clients, • Strong communication and presentation skills, • A detail-oriented, organized approach with the ability to manage several priorities at once, • A team-first attitude and willingness to handle both higher-level analysis and day-to-day responsibilities Preferred Skills • CFP, CFA, CPA, CIMA, CPWA, or a similar designation is preferred Candidates coming from an institutional investment background may be considered, but they need to have direct experience working with advisors, financial planners, or high-net-worth clients.

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: https://careersatbankerslife.com Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

INVESTMENT STRATEGIST FLSA Status: Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (Also open to Richmond, VA or Minneapolis, MN) At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Investment Strategist. Position Overview The Investment Strategist serves as the central investment point person for one of the firm's largest, high-touch advisory practices, reporting directly to the Chief Investment Platform Officer. This pivotal role sits at the intersection of client-facing investment guidance, portfolio strategy, and rigorous market research. The successful candidate will utilize sharp investment judgment and deep portfolio management expertise to translate sophisticated investment theories, market developments, and portfolio transactions into clear, actionable insights that clients and advisors can act on with total confidence. By bridging the gap between complex economic concepts and real-world client portfolios, this position will directly influence client outcomes and help actively shape our rapidly growing, entrepreneurial RIA investment platform. Key Responsibilities • Practice Investment Lead: Serve as the dedicated investment point person for a large, high-touch advisory practice, ensuring client portfolio needs are met with exceptional speed and accuracy., • Client & Advisor Communication: Distill complex portfolio transactions, market developments, and sophisticated investment theories into clear, engaging, and actionable guidance for clients and advisors., • Portfolio Monitoring: Continuously evaluate client portfolios, the broader markets, and the evolving investment marketplace to proactively identify opportunities to optimize and improve client outcomes., • Manager Research: Conduct comprehensive manager research across all asset classes in both public and private investment universes as demanded by client and business needs., • Committee Presentation: Synthesize research findings and present institutional-quality investment recommendations to the OnePoint Investment Committee., • Cross-Functional Collaboration: Partner closely with internal stakeholders across the investments, advisory, wealth planning, and operations teams to execute seamless investment workflows., • Brand Ambassadorship: Engage regularly in current and prospective client conversations, serving as a trusted ambassador for the firm’s fiduciary investment philosophy and process. Qualifications • Industry Experience: Minimum of 5 years of asset management industry experience in client-facing investment roles, ideally within the private wealth channel, with a proven track record of building trusted relationships., • Education: Bachelor’s degree in business, finance, or a related field is preferred; an advanced degree is considered a strong plus., • Professional Credentials: CFA designation, or active progress toward a CFA, is highly desired; CAIA, FRM, or CIMA designations are also favorable., • Technical Domain Expertise: Strong command of asset allocation, portfolio management, investment implementation, trading, and ongoing portfolio oversight across both public and private investments., • Workflow Proficiency: Solid working knowledge of relevant investment technology stacks and the ability to rapidly adopt new digital tools and financial platforms. Desired Skills and Competencies • Communication Excellence: Exceptional written and verbal communication skills, with a distinct ability to "speak life" into complex financial topics for diverse audiences., • Fiduciary Mindset: A natural fiduciary alignment that thrives within a true, relationship-first Registered Investment Advisor (RIA) culture., • Adaptability & Drive: An entrepreneurial mindset with the comfort and flexibility to adapt as the role’s scope evolves alongside a rapidly growing firm., • Relationship Building: Strong interpersonal and relationship-management habits that foster deep collaboration across multi-disciplinary teams and high-net-worth clientele. Why Join Us Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. Founded in 1985, we serve thousands of clients across the country with a team of 220+ professionals and more than $18B in assets under management. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent, including medical, dental, vision, life, AD&D, disability insurance, and a 401(k) with profit sharing., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. Right to Revise This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

Driven to be the Best People. Performance. Purpose. At Avis Budget Group, we’re driven to be the best vehicle rental company in the world, together. Our 25,000 employees raise the bar every day, bringing different perspectives, taking ownership, and leading with integrity. We’re defining the future of mobility with safe, sustainable solutions that move people, businesses, and communities forward. Avis Budget Group is seeking a highly motivated Senior Financial Analyst to join the Americas Financial Planning & Analysis team. This role will play a critical part in delivering financial insights, supporting strategic decision-making, and producing high-quality analysis and reporting for the company’s strategic business units. The ideal candidate combines strong financial acumen, analytical rigor, and the ability to leverage analytical tools and technology to produce data into clear, actionable insights to drive performance. This role will partner closely with FP&A and Operations to support a more data-driven approach to planning and performance management. What You'll Do: • Own and enhance forecasting and models specific to the company’s strategic business units, ensuring accuracy and valuable insights., • Support financial planning processes, including monthly forecasts and annual operating plans., • Perform variance analysis and ensure consistent financial reporting across business units., • Analyze large data sets to identify trends, risks, and opportunities., • Produce executive-ready reporting and presentations focused on business unit performance, trends, and key drivers., • Share actionable insights with the management team through both ad-hoc reporting and building dashboards using business intelligence tools Perks You’ll Get: • Access to Medical, Dental, Vision, Life and Disability insurance, • Eligible to elect other voluntary benefits including: Group Auto Insurance, Group Home Insurance, Pet Insurance, Legal Assistance, Identity Theft Protection, FSA, Accident Insurance, Critical Illness Insurance, and additional life insurance coverages, • 401(k) Retirement Plan with company matched contributions, • Full training to learn the business and enhance professional skills, • Employee discounts, including discounted prices on the purchase of Avis/Budget cars, • Access to an Employee Assistance Program for services including counseling, financial and legal consultation, referrals for care service and more What We're Looking For: • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field with a minimum GPA of 3.5, • Minimum of 2-3 years of professional work experience, • Ability to work in person 3 days a week in our World Headquarters in Parsippany, NJ., • Strong financial modeling and analytical skills, • Proven ability to create executive-level materials and communicate insights clearly., • High attention to detail with strong ownership mindset, • Ability to work independently and manage multiple priorities, • Experience with data visualization and analytics tools (e.g., Excel, Power BI, Claude or similar), • Basic knowledge of SQL, or other data querying tools, • Data-driven problem solver with strong business judgment, • Ability to shorten time spent on tasks with your technical background The annual starting salary for this position is between $70,000 - $90,000 annually. Factors that may affect starting pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate. Who We Are: Here at Avis Budget Group, you will be joining a team of 25,000 driven people, performing with purpose. Together, we’re moving the future of transportation forward with our innovative, customer-focused solutions. Our culture is performance driven, where we encourage and support each other to be at our best through leadership, training, tools, and rewards. We're proud to make a positive difference to the lives of our colleagues, customers, and communities where we operate. Avis Budget Group is an Equal Opportunity Employer – Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other category protected by applicable law. This advertisement does not constitute a promise or guarantee of employment. This advertisement describes the general nature and level of this position only. Essential functions and responsibilities may change as business needs require. The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. This position may be with any affiliate of Avis Budget Group.

Financial Controller Reports To: Chief Financial Officer (CFO) Our client that is rapidly growing and is seeking an experienced and strategic Financial Controller to join their leadership team. This position will report directly to the CFO, this role is responsible for overseeing the company's accounting operations, ensuring the accuracy and integrity of financial reporting, and driving continuous improvement across financial processes. The ideal candidate must be a hands-on leader who thrives in a collaborative manufacturing environment and is passionate about developing people, improving systems, and supporting business growth. . Key Responsibilities • Lead the annual audit and the budgeting and forecasting process, including variance analysis and reporting., • Oversee all general ledger activities, including account analysis and reconciliations., • Oversee treasury management and related processes., • Develop, document, maintain, and improve accounting policies and procedures., • Ensure compliance with internal controls and financial reporting standards., • Partner cross-functionally with departments to resolve processes affecting accounting and financial matters., • Identify and implement cost control initiatives and process improvements. Qualifications • Bachelor's degree in Accounting, Finance, or a related business discipline., • CPA and/or MBA preferred., • Minimum of 8+ years of progressive accounting experience, with increasing levels of responsibility., • Experience working with ERP systems, MUST BE within a manufacturing environment., • Advanced proficiency in Microsoft Excel and the Microsoft Office Suite., • Exceptional analytical, organizational, and problem-solving skills., • Strong written and verbal communication skills with the ability to collaborate across all levels of the organization., • Ability to manage multiple priorities, adapt to changing business needs, and consistently meet deadlines., • High level of accuracy, attention to detail, and commitment to financial integrity.

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods. The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners. Key Responsibilities: • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately., • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly., • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment., • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency., • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed., • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process., • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation., • Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks., • Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary., • Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems. Qualifications: • Bachelor’s degree in Business, Finance, or a related field., • 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry., • Familiarity with client account processes, operations systems, and financial technology platforms., • Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines., • Excellent communication and interpersonal skills, with a service-oriented mindset., • Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred., • Ability to work collaboratively in a fast-paced environment., • Experience with Charles Schwab and/or Fidelity a plus., • Experience with Salesforce and Orion, or similar reporting software a plus., • Experience with DocuSign a plus

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today. We support you every step of the way: • No finance background? No problem—sales, service, or people-facing experience is a big plus!, • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business., • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion., • Award winning mentorship and training programs that support your move into sales leadership and wealth management., • Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? • Top-tier training with mentors and resources to help you succeed at every level., • Your career, your pace by moving into a leadership role in as little as 12 months., • Continuous support with tech tools, marketing leads, and team collaboration., • Unlimited income streams with uncapped commissions, renewals, and bonuses., • Live life with exciting awards trips, lasting friendships and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Please visit our career site to learn more and apply: https://careersatbankerslife.com Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

About Us Dealer Owned Warranty Company LLC is a leading provider of F&I (Finance and Insurance) partnership services in the automotive industry, offering a full suite of obligor and administrator services, top-of-the-line products, technology, and training. We understand the importance of leveraging process and technology in the F&I industry to drive revenue and ensure success. Our goal is to provide visibility, transparency, and the tools needed for our partners to build their wealth and achieve their goals. About AiAuto: We are challenging the traditional car-buying experience. Gone are the days of consumers spending hours at a dealership, navigating unclear pricing and high-pressure sales tactics. The days of F&I managers who miss family dinners and are unable to attend their children’s games on the weekends are a thing of the past with remote F&I. Instead, we have created an innovative SaaS platform that brings the dealership experience to consumers fingertips wherever they may be. At AiAuto, we are not just another automotive software vendor. We are a group of passionate individuals with decades of automotive and technology experience who have come together with a singular vision: transform how people buy cars. We invite you to experience a new way of engaging with consumers. A way that respects their time, values transparency, and puts them in the driver’s seat of the buying process. We are not just helping dealers sell more cars and F&I products. We are championing a movement to make car buying what it should be: simple, transparent, and enjoyable. Welcome to the future of car buying. Welcome to AiAuto. Job Summary The Senior Data Engineer leads the design, development, and maintenance of scalable and secure data architecture, pipelines, and systems to support the company’s data-driven initiatives. This role not only ensures the integrity, performance, and delivery of data solutions but also guides the broader data engineering team, mentors junior engineers, and drives innovation and best practices. The Senior Data Engineer collaborates cross-functionally to align data solutions with strategic business goals and plays a critical role in shaping the company’s data infrastructure roadmap. Duties/Responsibilities: Data Architecture, Pipeline Development, and Automation • Design and build robust, scalable, and efficient ETL pipelines that support complex data workflows and meet evolving business needs., • Lead the automation of data ingestion from diverse sources (databases, APIs, cloud services) and ensure system reliability and failover readiness., • Oversee the optimization of data storage, processing, and retrieval for performance, cost-efficiency, and scalability. Process Improvement and Technical Leadership • Identify, evaluate, and implement improvements to legacy systems, ensuring alignment with current and future business demands., • Research, recommend, and introduce advanced tools, frameworks, and technologies to enhance the data platform., • Provide technical leadership to the data engineering team, including mentoring, code reviews, and enforcing engineering best practices. Data Governance, Integrity, and Quality • Ensure end-to-end data quality and integrity by establishing and enforcing robust validation, monitoring, and testing protocols., • Collaborate with cross-functional stakeholders to translate business requirements into well-defined data models and transformations., • Proactively identify and resolve data inconsistencies, gaps, and errors across systems. Cross-functional Collaboration • Partner closely with data analysts, data scientists, product managers, and business leaders to deliver data products that enable analytics, reporting, and advanced modeling., • Work with DevOps, software engineering, and IT teams to ensure seamless integration of data systems with enterprise platforms., • Drive the creation of self-service data tools, dashboards, and reporting solutions that empower business teams. Documentation, Knowledge Sharing, and Strategy • Develop and maintain comprehensive documentation for data models, pipelines, processes, and system architecture., • Share knowledge and lead training efforts to upskill the team and promote a data-driven culture., • Contribute to the long-term data strategy, including architecture roadmaps, data governance policies, and compliance initiatives. Other Responsibilities • Perform any other duties assigned by the discretion of management. Required Skills & Experience: • Minimum of 7-10+ years of data engineering experience is required., • Bachelor's Degree in Data Engineering, Computer Science, Data Analytics or related field is required. Master's Degree preferred., • Must live in commutable distance to Parsippany, NJ. We are not considering out of state candidates at this time., • Must have excellent communication skills both written and verbal in English. Must be able to present data to leadership and collaborate with team members., • Strong technical coding capabilities., • Advanced proficiency with SQL, Python, and ETL development are required., • Python proficiency is required. Must be seen on resume., • Strong experience with data modeling, data warehousing, and database technologies (e.g. PostgreSQL, Snowflake, Redshift)., • Experience with cloud data platforms (AWS or Azure) and cloud-native data engineering tools., • Solid understanding of data architecture patterns (batch, streaming, event-driven) and best practices., • Proven ability to optimize data workflows, troubleshoot complex issues, and ensure high system performance., • Strong project management capabilities and ability to work independently., • Excellent communication skills, with the ability to explain complex technical concepts to non-technical stakeholders., • Must be able to pass a technical coding assessment. Physical Requirements • Prolonged periods of sitting at a desk and working on a computer, • Must be able to lift up to 15 pounds Come join our growing team here in Parsippany! As NJ's Best Places to Work Honoree for four years in a row, we offer: • Competitive compensation, • PTO and Sick Time, • Medical, Dental, Vision, 401k matching, Life Insurance, Ancillary Benefits, • Full-service cafeteria on-site serving breakfast & lunch from an exclusive private chef., • Corporate events, team and culture building activities, employee awards and recognition, company trips and more! DOWC (and its affiliated brands) is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact us for assistance.

Company Description Envirosight provides advanced sewer inspection technologies that help municipalities and contractors understand underground infrastructure and make informed decisions. Its solutions are designed for demanding field conditions, combining durable equipment with reliable performance and efficient workflows for both crews and managers. The product portfolio includes crawler systems, inspection trucks, zoom survey cameras, push cameras, HD video nozzles, automated manhole scanners, and asset management software that support defect detection, planning, compliance, and visibility across sewer systems. Envirosight is supported by a nationwide network of regional training, service, and support locations, ensuring customers have dependable equipment, accurate data, and timely assistance when work is critical. Role Description The Financial Controller role is a full-time, remote position responsible for overseeing Envirosight’s financial operations and ensuring accurate, timely reporting. This role includes managing accounting activities such as general ledger maintenance, month-end and year-end close processes, and coordination with external auditors. The Financial Controller prepares and reviews financial statements, develops budgets and forecasts, monitors cash flow, and supports strategic decision-making with data-driven financial analysis. Day-to-day tasks also involve implementing internal controls, ensuring compliance with relevant accounting standards and regulations, optimizing financial processes, and collaborating with leadership on financial planning and performance metrics. Qualifications • Strong foundation in Accounting and Finance, with the ability to oversee core financial processes and internal controls., • Experience preparing and reviewing Financial Statements and managing Financial Reporting in accordance with applicable standards., • Advanced Analytical Skills for budgeting, forecasting, variance analysis, and supporting data-driven strategic decisions., • Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent professional certification is preferred., • Proficiency with accounting software and ERP systems, as well as strong skills in spreadsheets and financial modeling tools., • Demonstrated ability to work independently in a remote environment, prioritize tasks, and meet deadlines with attention to detail., • Clear written and verbal communication skills and the ability to collaborate effectively with cross-functional teams and leadership., • Experience in manufacturing, industrial equipment, or infrastructure-related industries is a plus.

Company Overview: Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. Consistently recognized for our expertise, Summit currently ranks in the top 40 of all RIA firms by Barron’s & Forbes and is one of the fastest growing RIAs in the country with over 200 advisors across 30 states and headquarters in Parsippany, New Jersey. Summary: Summit is looking to add a Transition Client Service Associate to support new advisors transitioning into the company. This person must be creative and enjoy working within a small, entrepreneurial environment that is sales and results oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills. The Client Service Associate must have previous experience working with a Registered Investment Advisory firm. Must be willing to travel as needed. Role and Responsibilities: • Client Service is a priority, previous experience working within an RIA/BD a must., • Partner with financial advisors and their staff to gather and organize client data from multiple sources to support account opening., • Reconcile and validate client account data to ensure accuracy and integrity during the transition process., • Act as the point of contact between the Financial Advisor and clients., • Process insurance & investment applications and paperwork., • Prepare agendas and supporting material for client meetings., • Develop a thorough understanding of the end-to-end account opening lifecycle to ensure all requirements are met and accounts are processed in good order., • Provide support and guidance to advisors and their teams regarding account-related inquiries and issues., • Assist with client transaction requests., • Schedule and coordinate appointments and manage calendars., • Sort incoming mail if applicable for advisors and team., • Collaborate closely with the Transition Team to provide ongoing operational support and maintain workflow efficiency., • Troubleshoot and resolve transition-related issues in collaboration with custodians and internal teams., • Participate in special projects, process improvement initiatives, and cross-departmental training and project opportunities., • Ability to multitask and prioritize daily workload., • Perform additional duties and responsibilities as assigned. Qualifications and Education Requirements: • Proficiency in Microsoft Office products including Outlook, • Requires a minimum of 5 years’ experience in Financial Services, • Bachelor’s degree preferred, but not required, • Strong written and verbal communication skills and excellent customer service skills, • Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions to issues., • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks and meet deadlines., • Strong Microsoft Office skills, including Outlook., • Ability to travel up to 20% of the time. Preferred Skills: • Salesforce and eMoney knowledge a plus., • Previous experience working with a multi-custodial RIA a plus., • Experience with Fidelity Investments, Goldman Sachs, Charles Schwab, Pershing and Docusign preferred.

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Senior Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise in client services and coordination, accurate insurance processing and customer experience delivery. Responsibilities: • Manages the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload., • Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members., • Assists Producers and Account Executives with Client service commitments., • Ensures service standards are met, trends are identified, and process improvements are implemented on the team., • Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success., • Manages the new business and renewal process, as well as oversees day to day client changes., • Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals, • Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes., • Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed. Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting., • Reviews quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter., • Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file., • Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests. Requirements • Current Insurance License in Health & Life for the state in which your agency office is located., • Ability to work toward professional designation., • Must be comfortable in an electronic environment with strong computer skills., • Strong working knowledge of Word, PowerPoint, and Excel., • Excellent people skills and ability to work well in a team environment., • Excellent verbal and written communication skills., • Strong organizational skills and attention to detail. Education and Experience: • High school diploma (college preferred), • Bachelor’s Degree in a Business or related field OR equivalent relevant experience, • A minimum of 5 years' experience within the insurance industry or business-related experience Pay Details: The base compensation range for this position is $70,000 - $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time., • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription., • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs., • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage., • … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

About the Firm A boutique Registered Investment Advisor serving as a multi-client family office dedicated to providing comprehensive, customized wealth management solutions to high-net-worth individuals, families, and foundations. We pride ourselves on delivering white-glove service, sophisticated alternative investment strategies, and high-touch client experience. Role Overview We are seeking an experienced Senior Client Service Associate (SCSA) to lead client operations and account administration. This critical role acts as the operational engine of our firm, serving as the primary liaison between our advisors, operational teams and our clients. The ideal candidate possesses a deep expertise in custodian platform workflows, extensive hands-on experience completing alternative investment subscription documents, and an understanding of private market valuations and pricing update cycles. Key Responsibilities Client Service & Custodial Operations • Manage end-to-end daily client account operations across Charles Schwab (Institutional/Advisor Center) and Fidelity (Wealthscape/IWO) platforms., • Execute account maintenance requests, including seamless onboarding, new account openings, money movement (wires, ACH, ACAT transfers), DTC transfers and funding Donor Advised Fund accounts., • Manage, execute and track RMD distributions., • Manage task workflow and action items in SalesForce, • Serve as the primary operational contact for clients and their accountants, delivering proactive, high-touch resolution for sophisticated service requests., • Manage and tracking of year end activity of charitable contributions, gifting and GRAT distributions., • Manage 1099 and K-1 tax document delivery to our clients and their respective accountants Alternative Investment Administration & Documentation • Oversee the end-to-end subscription process for private equity, venture capital, real estate, hedge funds, and private credit investments., • Review, complete, and track Subscription Documents, Operating Agreements, Accredited Investor / Qualified Purchaser verifications, and Power of Attorney forms., • Maintain rigorous recordkeeping for client capital commitments, uncalled capital, and private asset documentation. Manage the periodic statement and pricing update process for all alternative and illiquid holdings across client portfolios with our operational teams Qualifications & Requirements • Experience: 4–7+ years of client service or operational experience within an RIA or multi-family office setting., • Custodial Expertise: Strong proficiency in Charles Schwab Institutional (Advisor Center) and Fidelity Institutional (Wealthscape) platforms., • Alternative Asset Expertise: Demonstrated experience completing private placement subscription documents (CAIS, iCapital, or direct funds) and managing capital call/distribution workflows is required., • Education: Bachelor’s degree in finance, Business, Economics, or related field., • Skills: High attention to detail, exceptional written/verbal communication, and mastery of CRM software (e.g., Salesforce).

Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution. Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e. Advanced online research capabilities and ability to synthesize diverse financial

Job Description Financial Planning Associate Location: Mine Hill, NJ Job Type: Full-Time | In-Office About the Position We are looking for a motivated, detail-oriented Financial Planning Associate to join our team and work closely with the firm's President/Lead Advisor and other advisors. This is an excellent opportunity for someone who wants to build a long-term career in financial planning. You do not need to be a seasoned financial planner—we are willing to teach the right person the business, develop their skills, and potentially support their path toward earning their CFP® designation. This role is 100% non-sales. You will work directly with advisors and clients, helping organize information, support the financial planning process, and eventually take a greater leadership role in planning for the firm. What You'll Do • Work closely with the President/Lead Advisor and other financial advisors, • Assist with the development and maintenance of financial plans, • Work with eMoney financial planning software, • Gather and organize information from new and existing clients, • Help prepare financial plans and supporting documentation, • Maintain and update client financial planning information, • Assist advisors with client-related planning needs, • Take increasing ownership of the firm's financial planning processes, • Provide client interaction and support while maintaining a high level of professionalism, • Multitask and manage multiple priorities with accuracy, • Take pride in producing thorough, accurate, high-quality work What We're Looking For • Bachelor's degree required, • Finance, financial planning, business, economics, or a related field 1 year required, • Previous financial planning experience is preferred but not required, • 1–2 years of financial planning experience is a plus, • Strong attention to detail and accuracy, • Excellent organizational and time-management skills, • Strong written and verbal communication skills, • Ability and willingness to learn, • High level of personal accountability and ownership, • Strong work ethic and professional demeanor, • Ability to work collaboratively with advisors and the broader team, • Someone who takes pride in their work and is committed to getting things right Why Join Us? • Pay is base of $80,000 - $90,000 plus bonus, • Benefits: Medical, Dental, Vision, and Life Insurance, 401k, Profit Sharing, and Paid Time Off This position offers the opportunity to learn directly from experienced financial advisors and grow into a financial planner role within the firm. We are looking for someone interested in developing a long-term career—not simply filling a position. If you're intelligent, driven, detail-oriented, and interested in building a career in financial planning without the pressure of sales, we'd like to hear from you. Apply today to take the next step in your financial planning career.

Job Description Certified Financial Planner (CFP) Location: Mine Hill, NJ Job Type: Full-Time | In-Office Salary: $100,000–$135,000 per year About the Role We are seeking a Certified Financial Planner (CFP) to take a leading role in delivering comprehensive financial planning services to our clients. This position will work closely with the President/Lead Advisor and other advisors to develop, implement, and maintain financial plans while providing a high level of service and attention to detail. This is a non-sales financial planning position. You will work with an established client and prospect base and will not be responsible for generating new business or meeting sales quotas. Responsibilities • Lead and manage the financial planning process for clients, • Develop, prepare, and maintain comprehensive financial plans, • Utilize eMoney and other financial planning technology, • Gather, organize, and analyze client financial information, • Work closely with advisors to develop appropriate planning strategies, • Meet and communicate with clients regarding their financial plans, • Maintain accurate and up-to-date client information and planning records, • Support new client onboarding and information-gathering processes, • Identify opportunities to improve the efficiency and quality of the firm's planning process, • Take ownership of the firm's financial planning responsibilities, • Maintain a high level of accuracy, professionalism, and confidentiality Qualifications • Certified Financial Planner (CFP®) certification required, • Bachelor's degree required; Finance, Financial Planning, Business, or Economics preferred, • Financial planning experience required, • Strong knowledge of comprehensive financial planning concepts, • Experience with eMoney or similar financial planning software preferred, • Excellent attention to detail and organizational skills, • Strong written and verbal communication skills, • Comfortable interacting directly with clients, • Ability to manage multiple priorities and meet deadlines, • Strong work ethic and accountability Compensation & Benefits • $100,000–$135,000 annual salary, • Performance Bonus, • 401(k), • Profit Sharing, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Life Insurance, • Paid Time Off (PTO) Why Join Us? • Work directly with experienced financial advisors, • Take a leading role in the firm's financial planning practice, • Work with an established client base rather than focusing on sales, • Opportunity for long-term professional growth, • Play an important role in improving the firm's planning process and client experience Schedule: Full-Time, Monday–Friday Work Location: Mine Hill, New Jersey Work Arrangement: 100% In-Office

Job DescriptionDescription: HOURS: Monday through Friday: 3 Days part-time flexible between 8:30AM to 4:30PM. This is an hourly non-exempt position. SUMMARY OF JOB: This position handles daily and routine bookkeeping tasks on both manual and computerized systems; processing of program vouchers, program cash disbursements, program credit cards, maintains consumer and program accounting files, records and related journals and reports, processing of invoices, cash disbursements, accounts receivable, accounts payable, maintains accounting files, records and related journals and reports. This position also handles documents that are confidential to the operations of the agency. This person must maintain the highest level of confidentiality. The employee will cooperate with the agency's administration and/or Division staff in any inspection or investigation. Requirements: QUALIFICATIONS: Minimum of one year experience in bookkeeping. Knowledge of office machines, aptitude to work with computers and capacity to be trained to take on programs funds accounting responsibilities.

Job Description ARMStrong Insurance Services is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections and tailored debt recovery solutions. As the parent company, ARMStrong is proud to own and operate Brown & Joseph, Paragon, SubroIQ, and NEIS, each a powerhouse in their own right, providing specialized expertise in debt management and financial services. NEIS, LLC a leader in the insurance audit and loss control prevention industry since 1945 is seeking a Premium Auditor to grow our team. Premium Auditors examine the financial records of businesses insured by commercial property and casualty insurers. As a premium auditor, your primary responsibilities will be looking for evidence of fraud and checking that insured businesses adhere to regulations. You will work from home but are required to travel to each policyholder's location within a limited territory. Job Responsibilities: • Conduct premium audits for Workers’ Comp, General Liability, Garage, and Auto policies, • Review financial records and apply audit standards, • Schedule and perform on-site audits within assigned territory, • Communicate with policyholders to gather required documentation, • Identify discrepancies and ensure compliance, • Prepare and submit audit reportsJob Requirements:, • Associate’s degree or equivalent experience preferred, • 2+ years of premium audit experience (preferred), • Strong analytical and communication skills, • Proficiency in Microsoft Excel and Word (Visual Audit and Nexus Audit a plus), • Valid driver’s license and reliable transportation, • Personal auto insurance meeting minimum requirements: $100,000 bodily injury per person; $300,000 per accident (or $300,000 combined single limit) Compensation and Benefits: • Benefit package with health, dental, vision, 401k and more, • Exceptional training program, • Flexible schedule, • Continuing education reimbursements for premium auditing certifications with bonuses after completion, • Generous paid time off policy and 7 paid holidays, • Mileage Reimbursements, • Compensation consists of base wage and production bonus paid weekly, • Billable hour rates vary based on experience and knowledge – range is $44 -$50 per billable hour, • Earning potential is only limited by your drive and resilience - potential of $75k+ We look forward to you joining our team! #PremiumAuditor #InsuranceAuditor #InsuranceJobs #WorkersComp #WorkersCompensation #CommercialInsurance #InsuranceIndustry #RiskManagement #RiskAssessment #PremiumAudit #InsuranceCareers #InsuranceProfessionals #Underwriting #PolicyCompliance #AuditProfessionals #TroyHills #Whippany #CedarKnolls #LakeHiawatha #Hanover ARMStrong Insurance Services is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. ARMStrong Insurance Services Terms and Conditions: Terms and Conditions - ARMStrong Insurance Services ARMStrong Insurance Services Privacy Policy: https://armstrong-is.com/privacy-policy/ Powered by JazzHR bDU3EN4VQS

Job Description SVP / Chief Financial Officer – Property & Casualty Insurance Location: Parsippany, New Jersey | Executive Leadership | National Insurance Carrier Are You a Controller or VP of Accounting Ready to Step Into a CFO Role? Our client, a national property and casualty insurance carrier, is seeking an accomplished Senior Vice President / Chief Financial Officer (SVP/CFO) to join its Senior Leadership Team and lead the company's entire finance organization. This is an exceptional opportunity for an experienced insurance Controller, VP Accounting, VP Finance, Corporate Controller, Chief Accounting Officer, or senior insurance finance executive who is ready to expand their leadership responsibilities and take ownership of the full financial function of a national insurance organization. The ideal candidate will bring deep experience in insurance accounting, statutory accounting, GAAP financial reporting, financial planning and analysis, budgeting, forecasting, cash flow management, expense management, financial controls, regulatory reporting, and P&C insurance finance. If you are an experienced Controller or VP of Accounting in the insurance industry who has demonstrated the ability to move beyond accounting and become a strategic business partner to senior leadership, this opportunity warrants a conversation. The Opportunity The SVP / Chief Financial Officer will have enterprise-wide accountability for the company's finance function and will serve as a key member of the Senior Leadership Team. This executive will oversee accounting, financial reporting, budgeting, forecasting, expense management, cash flow, compliance, billing, collections, and strategic financial planning, while partnering with senior leadership to strengthen financial performance, operating efficiency, financial discipline, and enterprise risk management. The CFO will be expected to transform complex financial information into clear business insight and actionable recommendations, while ensuring the organization maintains strong financial controls, statutory compliance, regulatory compliance, and P&C insurance accounting disciplines. Key Responsibilities Finance & Accounting Leadership Lead the company's complete finance and accounting function, including accounts payable, accounts receivable, billing, collections, general ledger, and cash flow management. Provide executive leadership across insurance accounting, financial reporting, financial planning and analysis, budgeting, forecasting, and expense management. Maintain a strong financial control environment designed to protect and strengthen the company's financial position. Translate complex financial data and financial analysis into clear, actionable business recommendations. Serve as a strategic financial advisor to the Senior Leadership Team and other key stakeholders. Insurance Financial Reporting & Compliance Oversee financial reporting and ensure compliance with statutory accounting, GAAP, regulatory requirements, and property & casualty insurance requirements. Maintain strong internal controls and financial reporting disciplines. Ensure accurate and timely financial information is available to executive leadership for decision-making. Partner with leadership on financial and operational risk identification, assessment, and mitigation. Budgeting, Forecasting & Financial Planning Own the annual budgeting and forecasting process. Lead capital allocation and monitor financial performance against the operating plan and budget. Identify opportunities for cost optimization, expense management, and operational efficiency. Provide senior leadership with financial analysis and recommendations supporting strategic planning and long-term financial strength. Reinsurance & Enterprise Risk Management Partner with senior leadership to evaluate and manage the financial impact of reinsurance transactions and related strategic decisions. Lead the company's enterprise risk management strategy with a focus on identifying, assessing, and mitigating material financial and operational exposures. Evaluate the financial implications of significant business decisions and transactions. Finance Transformation & Technology Drive continuous improvement across the finance and accounting organization. Identify opportunities to improve finance processes, accounting processes, reporting, controls, and operational efficiency. Advance the use of automation, RPA, BPO, artificial intelligence (AI), and other financial technologies where they can improve efficiency, accuracy, and control. Leverage financial systems and technology to modernize the finance function and improve decision support. Leadership & Talent Development Build, lead, develop, and retain a high-performing finance and accounting team. Establish a culture of accountability, ownership, trust, innovation, and continuous improvement. Develop finance professionals and strengthen the organization's overall financial leadership capabilities. What We're Looking For The ideal candidate may currently be a: Insurance Controller | Corporate Controller | VP Accounting | Vice President of Accounting | VP Finance | Vice President of Finance | Chief Accounting Officer | Assistant Controller | Director of Accounting | Insurance Finance Executive | Senior Finance Executive We are particularly interested in professionals who have progressed through increasingly senior insurance accounting and finance leadership roles and are ready to assume broader enterprise-level responsibility. Required Experience & Qualifications Bachelor's degree in Accounting, Finance, or a related discipline. 10+ years of progressive finance leadership experience, preferably within the property and casualty insurance industry. Significant experience leading insurance accounting, financial reporting, budgeting, forecasting, FP&A, cash flow, billing, collections, and expense management. Strong knowledge of statutory accounting and GAAP financial reporting within the insurance industry. Strong understanding of insurance regulatory compliance and internal financial controls. Demonstrated success improving finance and accounting processes and implementing automation, RPA, BPO, AI, or similar technologies. Experience leading annual budgeting, capital allocation, financial performance management, forecasting, and cost optimization. Strong analytical and strategic judgment with the ability to translate complex financial and business issues into practical recommendations. Working knowledge of enterprise risk management and financial/operational risk mitigation. Experience with reinsurance transactions and assessing their financial impact is preferred. Proven ability to recruit, develop, motivate, and retain high-performing finance and accounting professionals. Excellent executive-level communication and presentation skills. Ability to communicate financial performance and complex financial issues clearly to senior executives, CFO leadership, and board-level stakeholders. Advanced Excel skills and experience with enterprise financial systems; Oracle and PeopleSoft experience is preferred. MBA and/or CPA is desirable. Why This Opportunity Will Appeal to an Insurance Accounting Leader This is more than a traditional CFO accounting position. For an experienced insurance Controller or VP of Accounting, this role provides an opportunity to expand from core accounting and financial reporting into enterprise finance leadership, strategic planning, capital allocation, enterprise risk management, reinsurance, technology transformation, and executive decision-making. The successful candidate will have the opportunity to influence the company's operating strategy while leading the finance organization and serving as a trusted advisor to the Senior Leadership Team. If you have built your career in P&C insurance accounting, statutory reporting, financial reporting, controllership, or insurance finance, and you are ready for a broader executive leadership opportunity, we would welcome a confidential conversation. 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Job Description Job Title: Accounting Assistant Location: Parsippany, NJ Type: Contract Compensation: $25.00 Work Model: Onsite – onsite Hours: 9 a.m.-1 p.m., approximately 20–25 hours a week Responsibilities • Create and process client invoices, • Record client payments and bank deposits, • Enter and maintain project, client, and billing information, • Prepare and verify invoices and supporting documentation, • Generate and distribute billing reports, • File and maintain electronic accounting records, • Assist with bookkeeping and other accounting-related tasks, • Support the Accounting team with special projects as needed Requirements • High School diploma or GED required; Associate's degree preferred, • Basic understanding of bookkeeping and accounting principles, • Strong attention to detail and organizational skills, • Ability to prioritize and meet deadlines, • Proficient in Microsoft Office, especially Excel and Word, • Professional, dependable, and able to work in a fast-paced environment, • Strong communication and customer service skills System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M- #LI- Ref: #562-Joule Staffing - Edison

Job Description Position Title: REGIONAL FINANCE DIRECTOR Pay Grade: 15 Salary: $120,000 - 125,000 Other Forms of Compensation: BONUS POTENTIAL Growth. Opportunity. Excellence. Canteen brings break time to everyone. We combine food, service, and experience backed by industry-leading technology to help companies create a better workplace and connect their employees. Canteen’s solutions include markets, office coffee and snacks, unattended retail, and culinary. Our people are at the heart of everything we do. Their dedication, collaboration, and passion fuel our growth. Interested in joining our team? You bring the enthusiasm, customer service, and commitment; we’ll supply the opportunity and innovation. Together, we’ll continue to transform our industry. Come grow with us. We are Canteen. This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the ‘job search’ in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on ‘referral tracking.’ For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email MyReferral@compass-usa.com. Job Summary The Regional Finance Director provides strategic financial leadership and oversight across assigned business units. This role partners with operations and senior leadership to drive strong financial performance, ensure effective controls, and support operational decision-making. The ideal candidate brings a balance of technical expertise, business acumen, and people leadership. Key Responsibilities • Lead regional financial planning activities, including annual budgeting, forecasting, and long-range planning, • Ensure compliance with company policies, procedures, and internal controls, maintaining financial integrity and risk mitigation, • Oversee month-end close processes, financial reporting, and performance analysis for assigned business units, • Own and analyze regional P&L performance, delivering actionable insights, variance explanations, and recommendations, • Review the general ledger and prepare balance sheet account reconciliations, identifying and resolving issues in a timely manner, • Serve as a strategic business partner to operations and senior leadership to optimize financial results and operational efficiency, • Develop, coach, and mentor finance team members to build a high-performing finance organization, • Identify opportunities for process improvements, cost optimization, and enhanced financial visibility Qualifications • Bachelor’s degree in finance or accounting (required), • Minimum of 5+ years of progressive experience in finance or accounting roles, • Previous supervisory or people management experience, • Hospitality, retail, or foodservice industry experience strongly preferred Technical Skills & Expertise • Strong proficiency in SAP or similar ERP systems, • Advanced Excel capabilities, including financial modeling and data analysis, • Demonstrated experience in budgeting, forecasting, and financial planning, • Solid understanding of P&L management, variance analysis, and financial controls Apply to Canteen today! Canteen is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Canteen maintains a drug-free workplace. Associates at Canteen are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyCanteen.pdf Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/

Job DescriptionOur team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in Parsippany, NJ. Position Summary: • Advise clients on multiple tax issues, planning, research and compliance, • Prep and review tax returns for multiple entities including C-Corps, S-Corps, Partnerships, and Trusts, • Supervise and train junior tax personnel, • Help when needed for local business events networking and fostering relationships Role & Skills Qualifications: -5-6 years of tax prep and review experience with various entities -Bachelor's degree in accounting (or equivalent) -Masters in tax or accounting preferred -CPA is not required but CPA eligible and or a EA is always a great thing to have :) Pay and benefits: • $125,000-$175,000 salary annually, commensurate with experience, • 401(k), Profit Sharing, Medical and Dental Plan If you are interested, please Email hire@caliberrecruit.com or apply right here today, and we will reach out and connect!

Job Description Job Brief This dynamic, expanding CPA firm is looking for a qualified professional to manage the tax and financial needs of its diverse clientele. The ideal candidate demonstrates technical tax knowledge combined with strong client service skills and attention to detail. Responsibilities/Requirements · Minimum 7 years of experience in managing accounting operations and principles · Bachelor’s or master’s degree in accounting · Relevant tax preparation certification or licensing a plus, CPA preferred · Preparation of corporation, partnership and individual tax returns (trust, estate and gift tax returns and planning a plus) · Knowledge of tax controversy issues as well as audit and attest experience desired · Proficiency in CCH Access and QuickBooks · Excellent verbal and written communication skills · Strong organizational and time-management skills with attention to accuracy We offer an excellent opportunity for an experienced, highly motivated tax and accounting professional who desires to join an established practice focused on growth and retention. Salary commensurate with experience. Benefits negotiable.

Job Description Join Max Surgical Specialty Management, an innovative leader in the healthcare industry, as we embark on an exhilarating journey of growth and expansion! We are seeking a motivated and dynamic individual to join our Revenue Cycle Management Team as a Revenue Cycle Specialist—Full Cycle. What You'll Do: The Revenue Cycle Specialist—Full Cycle is responsible for the execution and management of the revenue cycle process from beginning to end for their assigned offices. As an Insurance Processor, you will be an integral part of the RCM team as well as each office you support. This role requires attention to detail as well as flexibility. The successful candidate will be able to: • Review all patient insurance information needed to complete the billing, collections, appeal, and/or cash processes to ensure clean claims submission to insurance carriers, • Review all charges, coding and prepare for claims for electronic submission, • Work error reports from clearing house, • Obtain required attachments for claims submission from various EMR’s, • Resolve billing discrepancies and claim denials through follow-up with insurance companies, • Review and interpret dental EOBs (Explanation of Benefits), including patient deductibles, co-pays, and insurance/third-party correspondence, • Research and navigate insurance policies, benefits, and exclusions to provide accurate information to patients & management team, • Monitor outstanding claims and follow up with insurances to ensure timely payments, • Follow up to all third-party payers and self-pay accounts documenting appropriate information thoroughly on accounts, • Demonstrate a professional image in dealing with the public, patients, clinical offices, and insurance carriers, • Review credit-balance accounts on a weekly basis, • Submit corrected claims or appeals to insurances carrier for both Medical & Dental, • Perform appropriate adjustments, when required, • Gather payor trends and provide feedback to management, • Identify and resolve specific coding issues, providing feedback to management, • Work with internal revenue cycle and administrative teams to identify and manage 3rd party payor denials, overpayment, and underpayment issues, • Contact patients regarding coordination of benefits, insurance payments mailed to patient, and outstanding patient balance, • Communicate with leadership, patients, and insurance representatives to clarify billing discrepancies, • Communicate with healthcare providers, patients, and insurance representatives to clarify billing discrepancies, • Perform any and all other duties as assigned What You’ll Bring: • High School Diploma required, Medical Billing and/or Coding Certification highly preferred, • 3+ years of hands-on experience in healthcare revenue cycle management, with a proven track record of optimizing processes, • Proficient in all Microsoft Office applications as well as medical office software, • Proven experience in healthcare billing, • Sound knowledge of health insurance providers, • Strong interpersonal and organizational skills, • Excellent customer service skills, • The ability to work in a fast-paced environment Perks of the Job: • Highly competitive salaries & annual performance and compensation reviews, • Competitive health insurance and benefits, including medical, dental, vision, disability, and more, • 401k retirement savings plan that includes employer match, • Generous Paid Time Off, sick leave, and paid holidays, • Advance your career growth with opportunities in the most extensive growing oral surgery practice in the Northeast About MAX Surgical Specialty Management: Established in September 2022 as the Northeast region’s first oral and maxillofacial surgery-only specialty platform, MAX Surgical Specialty Management is a surgeon-led management services organization developed with clinical and surgeon autonomy at its core. Today, MAX supports surgeons across New Jersey, New York, Pennsylvania, Vermont and Connecticut, enabling practices to channel resources, skills and knowledge within the oral surgery specialty, leading industry advancements and delivering the highest standard of patient care. Surgeons have access to a curated network that allows them to collaborate with and work alongside a diverse pool of highly skilled peers who are leaders in their specialty. MAX safeguards surgeons’ independence while offering robust support systems, access to advanced technology and opportunities for financial growth. Integrity-driven. Patient-focused. Experience the difference at www.max-ssm.com. MAX Surgical Specialty Management is an equal opportunity employer committed to providing fair employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic. We welcome diversity and encourage applicants from all backgrounds. Our inclusive environment values and empowers every employee to contribute to our mission. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionEntry-Level Payroll Administrator | $18-$20/hr Parsippany, NJ | Monday-Friday | 9:00 AM-4:00 PM Looking to start a career in Payroll or Human Resources Administration? We are seeking an organized and detail-oriented Entry-Level Payroll Administrator to join our team. What You'll Do: • Assist with payroll processing., • Review and enter employee timecards., • Perform payroll and employee data entry., • Maintain accurate employee records., • Assist with attendance and timekeeping information., • Provide general administrative support., • Maintain confidentiality of sensitive employee information. What We're Looking For: • High School Diploma or equivalent., • Strong attention to detail., • Basic computer and Microsoft Office skills., • Good organizational and communication skills., • Reliable and eager to learn., • Previous office, payroll, or data-entry experience is a plus. No extensive payroll experience required. If you're dependable, detail-oriented, and ready to learn, apply today! We are an equal opportunity employer and value diversity in our team. We will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #IND1

Job DescriptionWe are looking for an experienced Sr. Accountant to join a finance team in Parsippany, New Jersey and contribute to enterprise-wide reporting, close, and analytical activities. This position will work closely with accounting and finance leaders to support consolidated reporting, strengthen financial visibility, and deliver timely insights for decision-making. The role is well suited for an individual who combines strong technical accounting knowledge with a hands-on approach to reconciliation, reporting, and process support. Responsibilities: • Lead month-end close activities by preparing journal entries, reviewing general ledger activity, and helping ensure accurate and timely financial reporting., • Contribute to consolidation and reporting processes for global operations, including the preparation of supporting schedules and analysis used by finance leadership., • Develop, review, and maintain cash flow reporting and forecast information to improve visibility into business performance and liquidity trends., • Analyze financial statements and operating results across multiple reporting entities, identifying variances, trends, and areas requiring follow-up., • Maintain integrity within reporting structures and support oversight of the global chart of accounts to promote consistency in financial data., • Complete account and bank reconciliations, investigate discrepancies, and resolve outstanding items in collaboration with cross-functional teams., • Respond to audit requests and management inquiries by assembling accurate documentation, explanations, and financial analysis., • Assist with special projects and ad hoc reporting needs, partnering with accounting and finance stakeholders to address evolving business requirements.• Bachelor’s degree in Accounting or Finance., • At least 3 years of public accounting experience., • Background with Big 4 or a large regional public accounting firm is strongly preferred., • Strong understanding of financial reporting, general ledger activity, and account analysis., • Advanced Excel skills with the ability to organize, analyze, and present financial data effectively., • Experience with month-end close, journal entries, account reconciliations, and bank reconciliations., • Strong communication, organizational, and problem-solving skills., • Experience with Oracle financial systems is preferred.

Job Description About CP Engineers With over forty years of experience, CP Engineers delivers innovative solutions in site/civil, water/wastewater, municipal, MEP, and construction management and administration services. Our project portfolio spans private, municipal, county, and regional clients, many of whom have partnered with us for decades. At CP Engineers, we don't just execute projects, we build careers. Our team thrives in a collaborative, people-first environment, supported by competitive compensation and benefits, and opportunities to grow alongside experienced professionals. This approach has driven high employee satisfaction and earned us Best Places to Work honors three years in a row. Position Overview At CP Engineers, we value employees who embody our core values of teamwork, recognition, and integrity. We are seeking an Accounting Professional to support the firm's day-to-day accounting operations, payroll administration, accounts payable functions, financial reporting, and client billing activities. This role works closely with accounting, operations, project management, and leadership teams to ensure accurate financial information, timely reporting, and efficient business operations. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple accounting responsibilities while maintaining accuracy and confidentiality. Responsibilities • Process bi-weekly payroll through ADP, including reviewing payroll data, coordinating approvals, maintaining records, and responding to payroll-related inquiries, • Prepare and distribute utilization reports to support leadership, project managers, and operational decision-making, • Prepare and maintain revenue reports, ensuring accuracy, completeness, and adherence to reporting deadlines, • Manage the full accounts payable process, including invoice review, coding, approvals, payment processing, and vendor record maintenance, • Assist with monthly client billing by preparing billing information, reviewing supporting documentation, and coordinating with project managers, • Maintain organized accounting records, reconciliations, files, and supporting documentation, • Support month-end accounting activities and assist with internal financial reporting processes, • Communicate professionally with vendors, employees, project managers, and internal stakeholders regarding accounting, payroll, billing, and payment matters, • Identify opportunities to improve accounting processes, documentation, reporting consistency, and workflow efficiency, • Provide backup support for additional accounting and administrative functions as needed Compensation: $65,000-$80,000 annually Requirements • Prior experience in accounting, bookkeeping, payroll, accounts payable, billing, or a related accounting function required, • Experience using ADP or another payroll processing platform preferred; experience with ADP TotalSource is a plus, • Proficiency with Microsoft Excel and general accounting or ERP systems required, • Strong attention to detail and commitment to accuracy in financial records, payroll, invoices, and reporting, • Ability to manage recurring deadlines, prioritize multiple responsibilities, and maintain confidentiality, • Strong written and verbal communication skills, • Organized, reliable, proactive, and capable of working independently while collaborating effectively with team members, • Experience in professional services, engineering, architecture, construction, or project-based billing environments preferred, • Familiarity with Deltek Ajera or similar project accounting software preferred, • Understanding of utilization reporting, revenue reporting, project billing, and professional services financial reporting preferred, • Experience supporting monthly billing cycles and coordinating with project managers preferred, • Experience maintaining accounting documentation, audit support materials, and process checklists preferred Benefits • Hybrid/remote work flexibility, • Paid time off, • 401(k) with company match, • Tuition, professional license, and association fee reimbursement, • Medical, dental, and vision coverage, • Support for employee work/life balance, • Training and development opportunities, • Performance-based bonuses and growth incentives

Job Description Position Overview Hennion & Walsh is seeking ambitious, motivated, and career-driven individuals to join our Investment Associate Career Development Program. This paid 18-month training program is designed for individuals looking to launch a long-term career in financial services and become licensed Financial Advisors. As an Investment Associate, you will receive hands-on training, mentorship, and financial support while preparing for the FINRA licensing exams required to become a Financial Advisor. We pay you while you study and continue to provide training, mentorship, and career development once licensed. Unlike many entry-level financial services roles, this program offers a structured path for growth with ongoing support, mentorship from experienced advisors, and the opportunity to build a long-term career within a growing investment firm. This role is ideal for individuals with an entrepreneurial mindset, strong communication skills, and a desire to help clients work toward their financial goals. Position Key Responsibilities • Participate in the firm’s Financial Advisor training and licensing program, • Study for and complete FINRA licensing examinations with firm support, • Learn investment products, financial markets, and wealth management strategies, • Develop communication and relationship-building skills through advisor mentorship, • Assist in building and maintaining client relationships, • Collaborate with advisors and internal teams in a fast-paced financial services environmentPosition Must Haves, • Bachelor’s Degree required, • Strong communication and interpersonal skills, • Goal-oriented, motivated, and coachable mindset, • Professional work ethic and strong attention to detail, • Ability to multitask and work in a fast-paced environment, • Excellent organizational and time management skills, • Interest in financial markets, investing, and wealth managementPosition Preferences (if applicable), • Prior internship, sales, finance, or customer service experience, • Entrepreneurial mindset with an interest in business development, • Interest in pursuing a long-term career as a Financial AdvisorBenefits, • Competitive base compensation plus variable compensation opportunities, • Paid training and licensing support, • Mentorship and professional development programs, • Full medical and dental benefits, • 401(k) plan with company match, • Open and supportive team-based environment, • Career growth opportunities within a growing financial services firm The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance. Placement in the range will vary based on performance throughout the training period. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

Job Description STAFF ACCOUNTANT (FT) - Seeking experienced accountant to join leading condominium and homeowner association management company in northern NJ. Excellent opportunity to join this successful company with a 40 year history of providing the best management and accounting in the industry. Excellent benefits, use of technology and talented and stable accounting group. Salary commensurate with overall experience, industry specific experience, and education. DEFINITION - The Staff Accountant is a capable, effective and multi-skilled professional whose responsibility is preparing monthly accrual based financial statements for the properties they are assigned. The accountant interfaces with the managers, auditors and clients regarding questions or specific analysis of accounts when needed. This professional must be able to prioritize within their jurisdiction, duties and tasks DIRECTION AND REPORTING - The Staff Accountant reports to the Director of Accounting. GENERAL AREAS OF RESPONSIBILIITY - Preparing monthly accrual based financials; Prepare Sponsor billing in accordance with the documents and communicate with the developer; Prepare budgets and cash flow analyses; Reviews coding of all invoices to the proper general ledger account category MINIMUM QUALIFICATIONS · Must be able to effectively communicate with the auditors, clients and managers · Possess the ability to multi-task · Possess a bachelors degree in business administration or accounting · Versed in Word & Excel and be willing to be trained in other accounting software as needed JURISDICTION, DUTIES AND TASKS · Preparing monthly accrual based financial statements · Reviewing expenses as compared to the contracts · Analysis of insurance claims · Analysis of other worksheets needed to back up financials · Prepare Developer billing in accordance with the documents · Maintain monthly proofs of membership fees and new closing costs · Execute reserve and preventive maintenance computations for properties under construction · Oversee the work product of the bookkeeping specialists · Posting of contracts for the properties to a control workbook · Supervising sub-metering · Review bank statement reconciliations · Reconciliation of the A/R and A/P subsidiary ledgers to the General ledger · Reclassification of expenses based on the particular association’s budget. · Preparing prepaid insurance schedules · Accrual of all expenses \nCompany Description INTEGRA Management Corp. - Leading, growing, and long established community association management firm providing condo and HOA management services throughout NJ. Corporate offices in Mt. Arlington, NJ. Regional on site offices throughout NJ. We employ over 55 professionals and operate more than 170 communities, including some of New Jersey's most prominent communities. INTEGRA Management Corp. - Leading, growing, and long established community association management firm providing condo and HOA management services throughout NJ. Corporate offices in Mt. Arlington, NJ. Regional on site offices throughout NJ. We employ over 55 professionals and operate more than 170 communities, including some of New Jersey's most prominent communities.

Job Description About the Role: The Accountant I position is an entry-level role focused on supporting the financial operations of the organization by accurately recording, analyzing, and reporting financial transactions. This role is essential in ensuring compliance with accounting standards and internal policies, contributing to the integrity of financial data. The successful candidate will assist in preparing financial statements, reconciling accounts, and maintaining detailed documentation to support audits and financial reviews. They will collaborate closely with other finance team members to streamline processes and improve reporting accuracy. Ultimately, this role provides a strong foundation for professional growth within the accounting and finance function by developing core accounting competencies and understanding organizational financial practices. Responsibilities: • Record and classify financial transactions in accordance with company policies and accounting principles., • Assist in the preparation of monthly, quarterly, and annual financial statements and reports., • Reconcile bank statements, accounts payable, and accounts receivable to ensure accuracy., • Support the month-end and year-end closing processes by preparing necessary schedules and documentation., • Maintain organized and detailed financial records to facilitate internal and external audits., • Collaborate with other departments to gather financial data and resolve discrepancies., • Ensure compliance with relevant laws, regulations, and company policies in all accounting activities., • Assist in the preparation of tax filings and other regulatory reports as needed. Essential Functions: • Perform daily, weekly and monthly reconciliations., • Manage day-to-day accounting activities, including monitoring daily reports, to ensure accounting records are accurate and up to date., • Support month-end close tasks and preparing basic reports and schedules., • Prepare and post journal entries, as necessary., • Support the internal audit function by reviewing file maintenance reports monthly and performing quarterly branch audits including cash counts., • Run OFAC checks and /or process Wire Exchange activity in the absence of Compliance staff., • Responsible for recognizing and reporting suspicious activity to the CFO and AVP, Compliance., • Act as back-up for other accounting staff as needed., • Assist in other areas or special projects assigned by Credit Union management., • Mentor and train/cross-train other employees. Skills and Requirements: • High School Diploma or GED, • At least two years of college coursework in business or accounting, or equivalent experience, is required; a four-year degree in accounting or finance is preferred., • Credit union/banking experience is preferred., • Excellent math, written and verbal communication skills., • Team player with a courteous attitude and ability to collaborate to resolve issues., • Possesses professional maturity., • Act in accordance with Core Values – Passion, Respect, Ownership, Members First, Integrity and Education., • Proactively improve or acquire new skills, increase knowledge of credit union laws and regulations, as well as complete required training in a timely manner., • Ability to understand the complete flow of assigned tasks to be able to trouble shoot and provide recommendations of resolution., • Attention to detail with an ability to multi-task while maintaining a high degree of accuracy., • Completes tasks with a sense of urgency to meet all deliverables., • Excellent computer skills in the Microsoft environment and all job-related software programs., • A high level of integrity, confidentiality, and a strong work ethic is required., • Consistent attendance is required. Excellent Benefits: • Medical/RX, • Vision Insurance, • Dental Insurance, • Health Reimbursement Account, • Flexible Spending Account, • Life and Disability Insurance, • Vacation Days, • Sick/Personal time, • Paid Holidays, • Referral Bonus and Incentive Bonus Program, • 401(k) with Company Match, • Employee Discounts, • Profit Sharing, • Credit Union Membership, • Employee Assistance Program, • Paid Training, • Tuition Reimbursement Garden Savings Federal Credit Union is proud to be an equal opportunity employer, fostering diversity and inclusion in the workplace. All employees and qualified applicants for employment are covered by federal and state discrimination laws. All employment decisions, including recruitment, promotions, appraisals, and/or training are made without regard to any protected characteristics. If you have any questions, or require assistance or reasonable accommodation, please contact HR@gardensavingsfcu.com or call (973) 576-2014. If you are passionate about providing exceptional service and contributing to our members’ financial success, we invite you to apply.

Job Description Accounts Receivable • Manage the accounts receivable process from invoicing through payment collection., • Prepare, issue, and distribute customer invoices and credit memos., • Post and accurately apply customer payments to accounts., • Reconcile customer accounts and investigate discrepancies., • Maintain accurate customer account records and aging reports., • Monitor accounts receivable aging and identify past-due balances., • Research and resolve billing, payment, and account discrepancies., • Coordinate with sales, customer service, and accounting teams to resolve issues affecting payment. Collections • Conduct regular follow-up with customers regarding outstanding and overdue invoices., • Contact customers by phone, email, and other appropriate methods to secure payment., • Establish and maintain professional relationships with customers while addressing delinquent accounts., • Document collection activities, customer commitments, and payment arrangements., • Escalate significantly overdue or disputed accounts to management when appropriate., • Assist with evaluating customer credit limits and payment terms as needed., • Support efforts to reduce the company’s outstanding receivables and improve cash flow. Qualifications • 2+ years of experience in accounts receivable, collections, billing, or general accounting., • Experience with invoicing, cash application, account reconciliation, and collections., • Proficiency with Microsoft Excel, including sorting, filtering, and basic formulas., • Experience with an ERP or accounting system such as NetSuite, SAP, Oracle, QuickBooks, or similar software is preferred., • Excellent written and verbal communication skills.