Accounting & Finance jobs in New York

Job DescriptionAbout the Role: GMA Mechanical Corp is looking for a driven and detail-oriented HVAC Service/Accounting Manager to join our office team in Port Jefferson Station, NY. This is a unique dual-role opportunity for someone who thrives in a fast-paced environment and can seamlessly bridge the gap between HVAC service operations and financial management. If you're organized, experienced, and ready to make an impact, we want to hear from you! Responsibilities: • Oversee day-to-day HVAC service department operations, including scheduling, dispatching, and coordinating technicians, • Manage accounts payable, accounts receivable and billing processes, • Order parts for jobs, prepare quotes and unit replacement proposals, • Serve as a primary point of contact for customer service inquiries, complaints, and service agreements, • Maintain accurate records of service calls, work orders, and technician performance, • Process payroll, vendor payments, and reconcile accounts using Service Titan, • Support management with operational analysis, manage techniciansRequirements:, • Prior experience in HVAC, mechanical, or trades industry office management strongly preferred, • Proficiency in software (Service Titan or similar preferred), • Strong understanding of accounts payable/receivable, invoicing, and job costing, • Excellent organizational and multitasking skills in a fast-paced office environment, • Strong communication skills for coordinating between field technicians, customers, and vendors, • Experience with service dispatch or scheduling software is a plus, • High level of accuracy, integrity, and attention to detailAbout Us: GMA Mechanical Corp is a trusted mechanical and HVAC contractor serving the Long Island community with a reputation built on quality workmanship and reliable service. Our customers count on us for expert HVAC solutions, and our team members enjoy a supportive, close-knit work environment where their contributions truly matter. Join a company that values hard work, professionalism, and long-term growth.

We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments, and communities. As an Account Manager II, Desk Based, you will drive new customer acquisition and revenue growth across an assigned territory.

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

When you join Verizon\n You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love — driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the #VTeamLife. \n \n What you’ll be doing\n With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement for technology, you'll deliver outstanding and innovative business solutions that support our technology evolution and the way businesses connect. Whether you're continuously hunting and prospecting for new business or growing existing accounts, you'll consult with customers to identify their business challenges and recommend tailored solutions to solve them and ultimately deliver a powerful return for customers while improving their business and growing our revenue. \n \n\n • \n Developing and qualifying leads within respective territory to drive additional sales opportunities through cold-calling, partner-selling, lead-generation campaigns and modern social selling techniques. \n • \n Gaining new business and incremental revenue to meet sales targets. \n • \n Retaining, managing and growing the existing customer base. \n • \n Educating and exciting customers while leveraging innovative business solutions. \n • \n Building relationships with key decision makers. \n • \n Presenting and creating multi-product solution opportunities. \n • \n Understanding and selling groundbreaking integrated software solutions including Cloud, Security, ISP, VoIP and Google platforms. \n • \n Tracking and reporting progress through sales force automation tools. \n • \n Drive sales, increase service revenue and manage relationships for accounts in the 1–19 Employee Segment \n\n \n Whether you're early in your career or a seasoned sales professional, join today and earn a competitive lucrative salary, which includes base pay and target individual-based commission. Planning to go above and beyond? Our commission program allows unlimited opportunity which could allow top earners to exceed compensation plans and compete for various sales incentives. Compensation varies by geography and performance and experience. \n \n Our comprehensive benefits (starting day one) and perks are designed to help you move forward in your career and in your life outside of Verizon. From health and well-being benefits to investment in your education and career, we've got you covered! \n\n • \n Best in class medical, dental and vision \n • \n Verizon 401(k) plan with matching contributions up to 6% of eligible participant contributions to the plan, qualified student loan repayments, or a combination of both. \n • \n Engage your clients with Verizon's Velocity Selling methodology. Using AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Providing you with a competitive edge and leverage to boost your own success and career growth. \n • \n Sales recognition programs that have, in the past, awarded top performers with all inclusive travel to domestic and international destinations, gifts, and other incentives \n • \n Lucrative paid time off, five weeks of paid time off (vacation, holidays, and personal days) \n • \n 8 weeks of paid parental leave for eligible new parents (when paired with short-term disability, this benefit may provide up to 16 weeks of paid time off for the birthing parent) \n • \n Up to $8k per year in tuition assistance \n • \n Expand your knowledge through various industry certifications through Verizon’s Get Certified program \n • \n Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more. \n • \n From Employee discounts to pet insurance, we offer additional perks to ensure V-teamers and their loved ones are supported holistically \n\n \n Too good to be true? Come see for yourself! From our in-person new hire experience and award-winning training programs to our inclusive culture of learning and amazing benefits, you'll be able to apply your skills while elevating your career. What we’re looking for...\n You’re a self-motivated person who thrives on crafting the right solution to solve a client’s problems. And you are great at explaining how complex technology can solve everyday business problems in a language people understand. Cold-calling feels like a sport to you because meeting new people and discovering their needs is what you enjoy. People seek you out for advice and counsel. You seek to win and take the initiative to close deals and help others around you. You act with integrity. You know that when the team wins, we all win. \n \n You’ll need to have: \n\n • \n Bachelor’s degree or three or more years of work experience. \n • \n Three or more years of relevant work experience. \n • \n Willingness to work in a mobile working model with travel within your assigned geographic sales territory. Expected travel may be up to approximately 50% of the time. \n • \n Valid driver’s license. \n\n \n Even better if you have one or more of the following: \n\n • \n A degree - Associates or Bachelor's Degree or related certifications/college courses. \n • \n Two or more years of business-to-business or outside sales experience, including business acquisition and prospecting/cold calling. \n • \n Technology sales and educational experience i.e. SaaS sales experience, CRM, SalesForce or other client management tools, social media, etc. \n • \n Strong presentation skills in a face to face and virtual environment. . \n • \n Experience building and maintaining strong business relationships with all levels of client organizations. \n • \n Ability to work in a fast-paced, self-directed, entrepreneurial environment. \n • \n Ability of managing time and prioritizing tasks to accomplish goals. \n • \n Ability to implement feedback and tailor your approach for success. \n\n \n \n \n \n Where you’ll be workingIn this mobile role, you'll primarily work from customer or field location(s), with occasional visits to a Verizon location for in-person training and meetings.\n \n Scheduled Weekly Hours40\n \n Equal Employment Opportunity \n Verizon is an equal opportunity employer. We evaluate qualified applicants without regard to veteran status, disability or other legally protected characteristics. \n \n Benefits and Compensation\n Our benefits are designed to help you move forward in your career, and in areas of your life outside of Verizon. From health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance, identity theft protection, pet insurance and group home & auto insurance. We also offer a matched 401(k) savings plan, up to 8 company paid holidays per year and up to 6 personal days per year, paid parental leave, adoption assistance and tuition assistance, plus other incentives, we’ve got you covered with our award-winning total rewards package. Depending on the role, employees have the opportunity to receive compensation in the form of premium pay such as overtime, shift differential, holiday pay, allowances, etc. Newly hired employees receive up to 15 days of vacation per year, which grows with additional service. For part-timers, your coverage will vary as you may be eligible for some of these benefits depending on your individual circumstances. \n \n The salary will vary depending on your location and confirmed job-related skills and experience. This is a commission based position with the potential to earn more. For part-time roles, your compensation will be adjusted to reflect your hours.\n \n \n \n \n \n \n \n \n \n The annual salary range for the New York location(s) listed on this job requisition based on a full-time schedule is: $33,500.00 - $59,000.00.\n \n \n \n

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Job Description More than 30 years ago, credit union leaders founded OwnersChoice specifically to serve the unique mortgage requirements of credit unions and their members. Assisting credit unions with mortgage loan production and servicing has been a core part of our business since our inception. We have earned a reputation for attention to detail, timeliness, and the ability to deliver a custom mortgage program that meets the needs of our client credit unions. We are seeking an experienced, results-driven Financial Recovery & Homeowner Solutions Manager to lead our mortgage servicing default operations. This key leadership role oversees collections, delinquency management, loss mitigation, homeowner assistance programs, bankruptcy administration, foreclosure oversight, investor reporting, and regulatory compliance. The ideal candidate combines strong mortgage servicing expertise with proven leadership, analytical, and problem-solving skills. This individual will be responsible for minimizing credit losses, improving borrower retention, preserving homeownership whenever possible, and protecting investor interests throughout the delinquency lifecycle. As a hands-on leader, the Financial Recovery & Homeowner Solutions Manager will oversee daily operations, coach and develop team members, monitor portfolio performance, and ensure compliance with investor guidelines, regulatory requirements, and company policies. Success in this role requires balancing financial recovery objectives with borrower-focused solutions while promoting operational excellence, effective risk management, and high-quality service. The successful candidate will drive measurable improvements in collections and delinquency resolution, strengthen loss mitigation and home preservation outcomes, maintain strong regulatory and investor compliance, and build a high-performing team committed to financial recovery and exceptional service. This is an opportunity for a motivated mortgage servicing professional to make a meaningful impact by protecting investor interests, supporting homeowners through financial challenges, and advancing the organization's risk management and operational goals. Hybrid Remote - Home office environment must be suitable for remote working, including high-speed internet access and a quiet space free from interruptions. In-office work required as determined by management. EOE Apply Compensation details: 66730-100095 Yearly Salary PIfeb6b82180f3-25405-41820250

Job Functions, Duties, Responsibilities and Position Qualifications: We're not just a workplace - we're a Great Place to Work certified employer! Proudly certified as a Great Place to Work, we are dedicated to creating a supportive and inclusive environment. At Sonic Healthcare USA, we emphasize teamwork and innovation. Check out our job openings and advance your career with a company that values its team members! The Medical Billing Specialist plays a crucial role by ensuring providers are properly reimbursed for the services they provide to patients. Responsible for accurately and efficiently processing healthcare claims, coding medical procedures, accurately inputting information into the billing system, and submitting claims to insurance companies LOCATION: White Plains NY FULL TIME: Benefits Eligible HOURLY RATE: $28-30/hr. What You'll Do: • Generate and electronically submit claims and statements at designated intervals ensuring they are processed in a timely manner; corrects errors for complete and accurate transmission of data, • Monitor the status of submitted claims, follow up with insurance companies to resolve any discrepancies or denials, and resubmit claims as needed, • Record payments received from insurance companies, patients, or other sources and apply them to the appropriate accounts., • Research and process refund request and overpayments, • Performs additional duties including but not limited to copying checks received and recording payments, faxing information as required, and verifying insurance eligibility. What you Need: • Out of Network Billing Experience: 1Year (required), • Experience in Laboratory/Medical Billing, • High school diploma or equivalent; prefer a degree or certification in medical billing or related., • Familiar with medical terminology, and coding (ICD-10, CPT), • Proficient in medical billing software and electronic health records (EHR). Experience with TELCOR is a plus, • Excellent communication and interpersonal skills for interacting with patients, providers, etc., • Strong attention to detail, • Knowledge of healthcare billing regulations and compliance standards., • Problem -solving skills to resolve billing discrepancies and denials., • Ability to handle multiple projects and meet deadlines. Scheduled Weekly Hours: 40 Work Shift: Job Category: Accounts Receivable Company: ProPath Services, LLC Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Description Financial Professional / Financial Advisor As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training programs and mentors. Requirements: • Candidate must be an excellent communicator with strong verbal and written skills, • Prior sales and/or business experience preferred, • Entrepreneurial mindset, • Strong desire to help others, • A strong network and active in the community Benefits of working with us: • Build their career with significant income potential, • Compensation you control and a competitive benefits package, • Personalized and comprehensive training and support, • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards \nCompany Description Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning. "Live Mutual" Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning.\r\n\r\n"Live Mutual"

Duration: 8 weeks Schedule: 5 days/week, 8 hours/day, 40 hours/week Shift Hours: 9:00 AM-5:00 PM Hourly rate: $26 - $28.50 Job Description: A member of the revenue cycle process, billers are responsible for reviewing accounts, correcting claim edits, preparing and completing claims for submission to payers, posting all types of payments, and updating patient accounting systems. Responsibilities: • Complete both paper and electronic claims, in a timely manner., • Effectively use computer systems., • Document patient information clearly and completely in systems., • Interact with other departments to complete billing on accounts., • Process rejections, denials, and other correspondence in a timely manner Experience: • Medical Biller - Experience with billing edits, claim denials, and follow-up activities., • Strong backend billing experience, including Epic and insurance billing, claims processing, denial management, and resolution Skillsets: Billing Account Management, Rejection Processing, Electronic Claims Processing, Paper Claims Processing, Patient Information Documentation, Pre-Authorization Processing, Insurance Aging Report Generation Education: • Baccalaureate Degree from an accredited college or university; or High School diploma About Talent4health: Talent4Health LLC is a leading healthcare staffing agency specializing in connecting qualified healthcare professionals with hospitals and healthcare organizations across the United States. The company provides staffing solutions across nursing, allied health, and other healthcare specialties, supporting both healthcare facilities and professionals in meeting their workforce needs. To know more about Talent4health LLLC, please visit www.Talent4health.com Talent4health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.

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

From concepting to development to execution, this position requires an experienced and resourceful candidate who is proficient in managing multiple workstreams, excels in client management, communication, creative writing, and organizational skills, is a critical problem solver, and has an exceptional attention to detail. \n \n The Account Manager will be working directly with our Creative Directors and Account Directors as they ideate, pitch and sell programs to clients. This role will take client objectives and KPIs and translate them into creative marketing solutions in an award-winning environment. Then, help bring our programs to life by working alongside a skilled in-house art and production team, communicating daily with our clients and their partners. \n \n This role will support Account Directors on complex programs and lead select projects. \n \n When acting as an account lead, this candidate will manage all mission critical documents, is responsible for every assigned member of the project team, and is the lead client liaison during the project lifecycle. They own the day-to-day execution, timelines, and deliverables with oversight from the Account Director and Creative Director. \n \n This candidate must be a proficient administrator and self-starter, work well under pressure, and have exceptional people skills. They must be an effective project manager, overseeing multiple workstreams, key team members, and timelines. They are expected to proactively identify risks that should be escalated to their Creative Director and Account Director. \n We seek candidates who are culturally savvy in tune with the worlds of art, design, fashion, music and travel. \n Candidate must have 5-7 years of relevant work experiences including 2-3 years as a project manager. Previous experience should include creative strategy and copywriting within the luxury, media, and hospitality sectors. Editorial background is considered a positive attribute. \n \n This role is Monday through Friday, 10:00am to 6:00pm, with early mornings and/or late evenings a few days per week as the business requires. You must be willing to work a flexible schedule. \n \n This is a creative environment lead by ideas and design. \n \n Job Responsibilities Include: \n\n • Partner with Account Directors on the development and presenting of Conceptual Decks and Toolkits and other communication documents that provide creative guidance for new and existing opportunities and initiatives for our clients. At times, you will have the opportunity to lead select Conceptual Decks and Toolkits working directly with our Creative Directors. This is to include distilling the client brief for our team, participating in effective brainstorms, ideation of concepts, research into client or project landscape, mood boarding, and copywriting.\n, • Manage projects and initiatives under the oversight of Account Director. Managing the full project lifecycle including kickoff, timelines, client feedback, budget tracking, invoicing, project deliverables, and recap. Managing the assigned project team members and their deadlines. Understanding the clients business and brand to ensure briefs match client needs. Escalate risks, delays, budget concerns, or client challenges in real time as they arise.\n, • Draft contracts and ensure they are executed in a timely manner. Account Directors review contracts and Founders approve final terms.\n, • Managing invoicing and payments with Gathery Finance and ensure the timely payment.\n, • Manage weekly call agendas, notes and recaps for assigned projects and initiatives.\n, • Managing, copywriting and developing select critical documents throughout pitches and programs including Creative Decks, Timelines, Brand Ambassador Manuals, Sponsor Documents and other account documents. Oversee internal team to generate timelines and activation deck updates. Enabling internal WIP touch bases with Co-Founders or Creative leads with ample time for feedback and edits prior to client presentations.\n, • Ideate and lead key program partnerships including talent and sponsors.\n, • Lead the creation of recap decks gathering metrics from all key stakeholders.\n, • Award submissions and website materials selection, copy, etc. on assigned projects.\n, • Assist with other projects such as helping develop the company's blog, social media, and agency's marketing and PR efforts.\n\n \n Salary: 90k-100k (dependent on experience) \n \n If you feel you are qualified for this position, please apply directly to careers@thegathery.com with a link to your portfolio (if applicable), including writing samples, and attach your resume.

Dental Billing Specialist Location: Massapequa, NY Schedule: Monday–Friday, fully onsite Hours: Full-time; Fridays have an earlier end time Salary: $60,000–$65,000 annually *MUST HAVE WORKED AT OR WITH A DENTIST OFFICE My client, an established dental practice in Massapequa, NY, is looking to add a Dental Billing Specialist to their team. This is a full-time, onsite opportunity for someone who is organized, detail-oriented, comfortable working with insurance and billing, and confident communicating directly with patients. Key Responsibilities • Handle dental insurance claims, process payments, verify coverage, and follow up on outstanding or denied claims, • Resolve billing questions and insurance-related issues in a timely and professional manner, • Maintain accurate financial and patient dental records using dental practice management software, • Review account information and ensure billing records are complete and up to date, • Communicate with patients regarding basic treatment plans, financial responsibilities, insurance coverage, and billing expectations, • Answer patient questions related to billing, payments, insurance, and appointments, • Partner closely with the front office and clinical teams to ensure a smooth patient experience, • Support general administrative and billing needs as required Qualifications • Prior dental billing, dental insurance, or dental office experience strongly preferred, • Familiarity with dental insurance claims, benefits verification, payments, and patient billing, • Experience using dental practice management software is preferred, • Strong attention to detail and ability to maintain accurate records, • Excellent communication and customer service skills, • Comfortable discussing financial responsibilities with patients in a professional and empathetic manner, • Ability to work onsite in Massapequa Monday through Friday This is a great opportunity for someone looking for a stable, full-time role with an established dental practice and a consistent weekday schedule.

Large Healthcare Company is seeking an Accounting Manager for a Hybrid/ Remote role. HEALTHCARE EXPERIENCE IS PLUS!!!!! Position Summary: We are seeking a highly skilled and motivated Accounting Manager to lead a team of experienced accounting professionals and drive timely, accurate, and GAAP-compliant financial reporting. This role requires a detail-oriented leader with a deep understanding of accounting principles, proven experience in team management, and the ability to thrive in a fast-paced, dynamic environment. The ideal candidate is not only technically strong but also a process thinker who can identify inefficiencies and implement automation solutions to support scalability and growth. The Accounting Manager will be a key player in the monthly close process, and audit readiness, and will serve as a liaison with external auditors, and cross-functional finance teams. Key Responsibilities: Team Leadership & Development • Lead, mentor, and develop a team of three Senior Accountants to ensure high performance, engagement, and professional growth., • Set clear goals and expectations, provide regular feedback, and support professional development through training and coaching. Month-End Close & Financial Reporting • Oversee and manage the month-end close process, ensuring completion within five business days in accordance with U.S. GAAP., • Review and approve complex journal entries and monthly balance sheet reconciliations., • Conduct and review profit & loss (P&L) trend analyses to identify and explain variances and support management decision-making., • Ensure the accuracy and integrity of financial data across all reports and reconciliations. Process Improvement & Automation • Identify inefficiencies and manual processes within the accounting function; lead the implementation of automation and standardization efforts., • Collaborate with peers, IT, and systems teams to enhance accounting systems and reporting capabilities, particularly within the Workday General Ledger. Audit & Compliance • Serve as the primary point of contact for external auditors during the year-end financial audit, • Prepare and provide audit schedules, supporting documentation, and responses to inquiries Maintain a strong internal control environment and ensure accounting policies and procedures are up-to-date and aligned with industry standards and regulatory requirements .Qualifications :Required • CPA license a plus, • Bachelor's degree in Accounting, • Minimum of 8 years of progressive accounting experience, • At least 3 years of proven leadership or managerial experience, • Strong understanding of U.S. GAAP, • Healthcare experience, • Proficiency in Microsoft Excel (intermediate to advanced skill level), • Ability to manage and lead a geographically distributed or remote team, • Ability to operate effectively in a fast-paced, evolving environment Salary range $120,000 -$140,000 Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Must Haves: • 5-7+ years of Revenue Cycle experience, • Bachelor's degree required, • Previous leadership/supervisory experience, • Strong people management and operational oversight experience Plusses: • Medicaid enrollment/application experience, • EPIC experience, • Financial counseling experience within healthcare, • Experience working with hospital billing or hospital-based revenue cycle operations, • Knowledge of Financial Assistance programs and Federal Poverty Level (FPL) guidelines Day-to-Day: • Oversee day-to-day operations of the Financial Counseling team, • Manage and support a team of approximately 18 staff members, • Ensure compliance with departmental policies and procedures, • Handle staff management, scheduling, and timekeeping responsibilities, • Monitor work queues and operational performance metrics, • Guide patients through Medicaid enrollment and local DSS assistance programs, • Support patients seeking financial assistance resources, • Document patient interactions and updates within systems, • Partner with Care Management and Social Work teams, • Assist with implementation and utilization of FPL tables and financial assistance processes, • Lead team initiatives through ongoing organizational and revenue cycle changes, • Support upcoming EPIC enhancements, including Financial Assistance module implementation, • Drive change management efforts and maintain operational continuity across evolving workflows Job Description: Insight Global is seeking a Financial Counseling Manager for a leading healthcare organization. This individual will oversee a team responsible for helping patients navigate financial assistance programs, Medicaid enrollment, and other funding resources. The manager will be responsible for daily operations, staff supervision, policy compliance, workflow management, and cross-functional collaboration with care management and social work teams. The ideal candidate is a strong revenue cycle leader who thrives in fast-paced, evolving environments and can successfully guide teams through operational and system changes, including upcoming EPIC enhancements. This is an excellent opportunity to make a direct impact on patient financial access while leading a high-performing team within a large healthcare system.

Med-Scribe, Inc. is recruiting an Accounts Receivable / Billing Specialist for a well-established healthcare organization in Oswego, NY. This is a great opportunity for an experienced medical biller who enjoys the AR side of the revenue cycle and is comfortable working directly with patients, residents and families. In this role, you will manage private-pay accounts receivable, monitor outstanding balances and A/R aging and follow up with residents, responsible parties and insurance companies regarding outstanding accounts. You will also assist with Medicaid-pending accounts, resolve billing and payment discrepancies and help ensure account and payer information remains accurate. Position Details: • Schedule: Monday-Friday, 37.5 hours/week; 7:30 AM-3:30 PM or 8:00 AM-4:00 PM, • Location: Oswego, NY, • Pay: $25.00/hour, • Type: Full-time, temp-to-hire, • Dress: Business casual What You'll Do: • Manage private-pay A/R and follow up on outstanding balances, • Review A/R aging and resolve billing/payment discrepancies, • Communicate with residents, families and insurance companies regarding balances and payer changes, • Assist with Medicaid-pending accounts and payer documentation, • Maintain accurate account information and provide general billing support What We're Looking For: • Medical billing and/or A/R experience, • Strong communication and interpersonal skills, • Professional and empathetic approach when discussing financial matters, • Ability to manage multiple priorities and frequent interruptions Upon permanent hire, benefits include health and dental insurance, employer-paid life insurance, pension plan, PTO, paid holidays, short-term disability and additional employer-sponsored benefits. If you're an experienced medical biller or have accounts receivable experience who is looking for a stable weekday opportunity with a strong A/R focus, we'd love to hear from you. Apply today! To be considered, please visit our website at www.medscribe.com and select apply now or paste this link into your browser to access our application: https://www.medscribe.com/apply/online-application/ and reference job number 82526. For the most up-to-date information regarding new job postings and other Med-Scribe news, we recommend connecting with us on Social Media: • Bookmark our website! www.medscribe.com, • Like us on Facebook! www.facebook.com/medscribeinc, • Follow us on Twitter! www.twitter.com/medscribeinc, • Follow us on Instagram! www.instagram.com/medscribeinc Med-Scribe is an equal opportunity employer. In accordance with anti-discrimination law, it is the purpose of this policy to effectuate these principles and mandates. Med-Scribe prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Med-Scribe conforms to the spirit as well as to the letter of all applicable laws and regulations.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Summary This is a hybrid role. Must come into the office 1 day a week and remote 4 days a week Our office is located in Lake Success, Long Island, NY so should be able to commute to our corporate location The Staff Accountant is part of the Accounting Department and reports to the Accounting Manager. This role works closely with the Accounting team and is responsible for supporting the month-end close process as well as Accounts Payable activities. Description Responsibilities • Record cash collections, • Bank reconciliations, • Reconcile collections to RCM, • File and pay sales and use taxes, • Track and pay personal property taxes, • Assist with the corporate credit card program, • Enter and code invoices for payment processing, • Assist with the management of cash on hand at locations, • Various month end close accruals journal entries and workpapers, • Assist with providing data and reports for the audit, • Various additional invoicing and other ad hoc requests as needed Compensation Range: $65,000 - $75,000 The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field required, • 1–4 years of experience in a Staff Accountant or similar accounting role, • Strong understanding of general accounting principles and month-end close processes, • Experience with accounts payable, bank reconciliations, and journal entries, • Proficiency in Microsoft Excel, including formulas and basic data analysis, • Experience working with accounting systems; Workday or similar systems preferred, • High level of accuracy and attention to detail, • Strong organizational skills with the ability to manage multiple priorities and meet deadlines, • Ability to work independently as well as collaboratively in a team environment, • Strong written and verbal communication skills Compensation $70,000 - $75,000 The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications. EEO Statement PM Pediatric Care is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status or any other characteristic protected by law.

About Us Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at _. About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor, you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience. We are seeking a Financial Counselor at Pinnacle Fertility - New York. This is a full-time, onsite role with opportunities in Manhattan, New York. The schedule is Monday through Friday, and candidates must be flexible to work either 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM. Key Responsibilities • Maintain patient accounts by updating personal, financial, and insurance details., • Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations, • Obtain and enter referrals, authorizations, and predeterminations., • Verify benefits/eligibility and determine procedure deposits., • Review financial history, collect balances, and escalate unresolved issues., • Submit daily charge entries for processing., • Obtain waivers for patients without proper benefits or authorization, • Review loan programs with patients lacking insurance benefits., • Serve as a liaison to resolve billing issues with the billing team., • Collaborate with the clinical team to communicate accurate financial obligations., • Assist with additional administrative tasks and projects as needed. Position Requirements • Education & Experience:, • High school diploma required., • 1-3 years of experience in a patient-facing front desk, insurance verification, or customer service., • Skills:, • Expertise in financial counseling, billing, coding, and insurance., • Proficient in claims, authorizations, and collections,, • Strong multitasking, communication, and organizational skills., • Ability to discuss financial matters clearly and empathetically. Compensation & Benefits: • Hourly Rate: $22.00 - $26.00 (Final offer based on experience, skills, and qualifications.), • Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process. Diversity & Inclusivity at Pinnacle Fertility At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the _ notice from the Department of Labor.

Zurich is currently looking to hire an experienced Underwriter to join our Wholesale Financial Lines team! This position is dedicated to the wholesale broker channel and presents a great opportunity to join our Financial Institution team in one of the following office locations: New York, or Chicago! In this role, you will underwrite and perform financial analysis across financial institution risks. The position will have technical, transactional and market facing responsibilities; and it will also make contributions in the areas of product/proposition development, marketing, fulfillment, and portfolio management. Responsibilities include: • Generating, underwriting, and analyzing financial institution new and renewal policies., • Market facing and production with wholesale brokers., • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules., • Working within broad limits and authorities on highly complex assignments., • Managing a portfolio of accounts and developing a pipeline of business., • Collaborating and cross selling with other stakeholders and lines of business within Zurich. This role will be filled at either an Underwriting Specialist OR Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. Underwriting Specialist Basic Qualifications: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter Basic Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s degree, • Underwriting experience with E&O and Cyber products, • Established wholesale broker relationships in targeted region, • Service oriented and responsive, • Strong negotiation skills, • Strong verbal and written communication skills, • Microsoft Office skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Chicago Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-KJ1 #LI-ASSOCIATE #LI-HYBRID

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

Build Relationships. Deliver Solutions. Drive Growth. At Zurich, Middle Markets is a key business segment focused on serving the evolving needs of businesses across a wide range of industries. We are committed to attracting customer-focused professionals who bring a sales mindset, strong technical underwriting expertise, and a solution-oriented approach to risk management. Our team works across diverse industries including, but not limited to, General Industries, Manufacturing, and Real Estate, providing comprehensive insurance solutions tailored to each customer's unique needs. With access to Zurich's broad suite of products and capabilities, including international program solutions, you'll be empowered to help customers navigate risk with confidence while growing your career with a global industry leader. This is an exciting opportunity to join a growing and highly visible team within Zurich Middle Market. Position Overview This role will be filled at either the Middle Market Underwriter or Middle Market Underwriting Specialist level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. As a member of this team you will manage a portfolio of complex new and renewal business while serving as a trusted advisor to brokers and customers throughout the New York City region. You'll have the opportunity to leverage your underwriting expertise, market knowledge, and relationship-building skills to deliver profitable growth and exceptional customer experiences. What You'll Do As a member of this team, you will: • Serve as a customer and industry advocate by understanding client risks and delivering tailored insurance solutions that address their evolving business needs., • Evaluate exposures, assess risk, and develop pricing strategies using a disciplined underwriting approach., • Utilize risk insights, data, analytics, and modeling tools to support informed underwriting decisions at the point of sale., • Identify coverage gaps and align Zurich's products, capabilities, and value proposition to deliver contract certainty and comprehensive protection for customers., • Demonstrate strong analytical thinking and provide innovative risk management guidance to brokers and clients., • Underwrite, analyze, and generate profitable new and renewal business opportunities., • Maintain a strong market-facing presence and contribute to production goals within Zurich's growing Middle Markets business., • Apply underwriting guidelines, insurance regulations, rating methodologies, and company policies to ensure sound underwriting decisions., • Develop and strengthen relationships with agency and broker partners to drive sustainable growth., • Operate within established authority levels while managing highly complex assignments and customer needs. Why Join Zurich Middle Market? • Partner with leading brokers and middle market customers across key industries., • Gain exposure to a broad portfolio of risks and sophisticated underwriting challenges., • Collaborate with experienced underwriting, claims, risk engineering, and financial professionals., • Access professional development resources and opportunities for long-term career growth., • Be part of an organization committed to innovation, customer advocacy, and underwriting excellence., • Make a meaningful impact by helping businesses protect their people, assets, and future growth. Basic Qualifications: Middle Market Underwriter: • High School Diploma or Equivalent and 1 or more years of experience in the Insurance area. OR • High School Diploma or Equivalent and 2 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of the insurance industry and the legal and regulatory environment, • Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines OR Middle Market Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Preferred Qualifications : • Bachelor's Degree, • Market-facing Property & Casualty underwriting experience, • 2 or more years of underwriting experience within the Middle Market segment or larger accounts, • Ability to effectively assess and evaluate risk, • Strong negotiation and decision-making skills, • Established retail broker relationships, • Superior relationship-building, active listening, needs analysis, and consultative selling skills, • Knowledge of time restraints for quotes on new and renewal business, • Excellent oral and written communication skills, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations, and guidelines, • Demonstrated technical expertise and a track record of increasing responsibility, • CPCU and ARM designations preferred Ready to Make an Impact? If you're a relationship-driven underwriting professional who enjoys balancing technical expertise, customer engagement, and business development, Zurich Middle Markets offers an opportunity to grow your career while helping businesses navigate risk and succeed. Join a team where your expertise is valued, your development is supported, and your contributions directly influence business success. Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $74,900.00 - $155,100.00. The proposed salary range for the Middle Market Underwriter is $74,900.00 - $122,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Middle Market Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

Build What's Next with Zurich Middle Markets At Zurich Middle Markets, we're experiencing remarkable momentum, delivering double-digit growth for four consecutive years and positioning ourselves for even greater success ahead. Our continued growth is driven by exceptional talent, strong broker partnerships, and a commitment to helping our customers navigate complex risks with confidence. As we continue expanding our Private Equity practice, we are seeking an experienced Underwriting Specialist or Executive Underwriter to join our team in New York City. This is an exciting opportunity to play a key role in a growing business, partner with top-tier brokers and clients, and contribute to a high-performing team known for underwriting excellence and innovation. In this role, you'll serve as a trusted advisor and customer advocate, helping private equity-backed organizations identify, assess, and manage risk through tailored Property & Casualty insurance solutions. You'll have the opportunity to make meaningful business decisions, build valuable market relationships, and directly influence the success of your portfolio. This is a hybrid opportunity based in our New York City office. What You'll Do: As a member of Zurich's Middle Markets Private Equity team, you will: • Build and strengthen relationships with brokers, distribution partners, and customers across a diverse range of industries to support business growth and profitability., • Evaluate, analyze, and price new and renewal business while leveraging your underwriting expertise to maintain a profitable portfolio., • Serve as a strategic partner to customers by understanding their unique operational and financial risks and delivering tailored insurance solutions., • Collaborate closely with cross-functional teams including Claims, Risk Engineering, Finance, Actuarial, and Technical Underwriting to provide best-in-class service and underwriting outcomes., • Utilize your technical underwriting, negotiation, and relationship management skills to identify opportunities, drive business development, and deepen broker partnerships., • Contribute to an innovative and rapidly growing Private Equity segment while building expertise in a highly specialized area of the insurance industry., • Take ownership of your territory and book of business, balancing growth objectives with disciplined underwriting practices. Why Join Zurich Middle Markets? • Be part of a rapidly growing and highly visible Private Equity practice with mentorship offered in this space., • Partner with industry-leading brokers and sophisticated middle market clients., • Collaborate with experienced underwriting professionals and cross-functional experts., • Enjoy the flexibility of a hybrid work environment., • Grow your career within a global insurance leader known for innovation, employee development, and underwriting excellence., • Make a meaningful impact by helping businesses protect what matters most while achieving their growth objectives. Basic Qualifications: This position may be filled at either the Underwriting Specialist or Executive Underwriter level. The final level will be determined based on the selected candidate's experience, technical expertise, and overall qualifications. Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area. AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area. AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor's Degree, • Established relationships with Private Equity or P&C broker partners, • Strong verbal, written, and interpersonal communication skills, • Proficiency with Microsoft Office applications, • Demonstrated ability to build and maintain strong business relationship, • Strong analytical, negotiation, and decision-making skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

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

\n • Location: Pennsylvania Plaza New York NY (Onsite)\n, • Employment Type: 12 + month contract to (hire + multi-extension capability)\n, • Rate: 60.00 /hr. W2 \nRole Overview\n \n \nThe Account Manager (Digital Political & CTV Advertising) will align directly with Advertising Sales representatives to deliver seamless end-to-end account management, media planning, and campaign execution. This role acts as the primary day-to-day contact for political clients and agency partners, managing the complete post-sale lifecycle—from RFP responses and campaign kick-offs to real-time performance optimization, programmatic troubleshooting, and final reporting reviews.\n \n \nThis is a fully onsite position suited for a highly detail-oriented, task-driven professional with deep expertise in Connected TV (CTV), programmatic media, and the fast-paced dynamics of political advertising cycles.\n \n \nKey Responsibilities\n \n \nAccount & Campaign Management\n \n \n\n • Sales Alignment & Support: Partner directly with Sales reps to provide comprehensive account support, including responding to RFPs, developing custom media plans, leading post-sale kick-off meetings, and managing overall campaign execution.\n, • Client Engagement: Serve as the lead point of contact for day-to-day client communication, providing exceptional service, managing expectations, and resolving campaign issues in a timely manner.\n, • Campaign Operations & Optimization: Manage campaign launch timelines, monitor pacing and performance against established KPIs, and deliver continuous optimization recommendations to drive campaign renewals and upsells.\n, • Cross-Functional Coordination: Communicate campaign requirements and client objectives to internal Operations, Product, and Marketing teams to ensure smooth campaign execution and custom solution ideation. \nStrategy, Reporting & Growth\n \n \n\n • Performance Insights & Analytics: Generate detailed campaign insights, mid-flight updates, and post-campaign performance reviews to highlight key learnings and demonstrate ROI.\n, • Platform Expertise: Maintain in-depth knowledge of advanced digital and CTV ad products, serving as a trusted resource for clients on industry best practices and emerging programmatic tactics.\n, • Client Onboarding & Education: Onboard new political clients and agency partners, proactively guiding them through platform capabilities, targeting specs, and optimal campaign strategies.\n, • Financial Impact: Monitor campaign spending and delivery to drive revenue retention and contribute positively to annual sales growth goals. \nRequired Qualifications & Skills Core Requirements\n \n \n\n • Workplace Schedule: 100% Fully Onsite.\n, • Education: Bachelor’s degree in Advertising, Marketing, Communications, Business, or a related field.\n, • Account Management Experience: 5+ years of experience within an Advertising Sales organization, with a strong emphasis on post-sale Account Management and media planning.\n, • Digital Political Experience: Demonstrated experience managing digital political ad campaigns, issue advocacy groups, or political media agencies, with a thorough understanding of political campaign timelines and urgent turnarounds.\n, • CTV & Programmatic Mastery: Deep hands-on expertise in Connected TV (CTV) advertising, programmatic buying/selling mechanics, DSP/SSP platforms, and target audience segmentation. \nInterpersonal & Operational Competencies\n \n \n\n • Client-Facing Presentation: Excellent written and verbal communication skills with a proven track record of presenting to clients and leading executive-level meetings.\n, • Task & Deadline Management: Highly organized and task-driven, with the ability to prioritize and execute multiple fast-moving deliverables under tight deadlines. Problem Solving & Attention to Detail: Exceptional analytical skills, meticulous attention to campaign performance metrics, and a proactive approach to troubleshooting. \n#IND\n \n

Westchester County, NY | 4 Days Onsite A growing financial services organization is looking for a talented Help Desk / IT Support Specialist to join its technology team. This is a highly user-facing role supporting employees across the organization and working closely with senior IT support professionals. What You’ll Do • Serve as the first point of contact for technical support requests via phone and email, • Troubleshoot and resolve basic hardware, software, mobile device, and administrative issues, • Install, configure, and support hardware, software, and mobile applications, • Escalate more complex technical issues to senior members of the support team, • Support the rollout of new applications, technologies, and IT initiatives, • Test and evaluate new technologies to support business needs, • Log, track, and manage multiple incidents through a ticketing system, • Provide timely updates and follow through with users to ensure issues are fully resolved, • Create and maintain technical documentation, processes, and procedures What You’ll Bring • 3–5+ years of experience in a Help Desk, Desktop Support, or similar IT support environment, • Strong troubleshooting skills across Windows, Mac, and iOS environments, • Excellent verbal and written communication skills, • Strong attention to detail and ability to maintain accurate ticket documentation, • Ability to prioritize and manage multiple support requests simultaneously, • Comfortable working in a fast-paced, user-focused environment, • IT certifications such as A+, Network+, or Microsoft certifications are a plus, • Flexibility to work varying shifts and occasional overtime as needed Work Arrangement • 4 days onsite in Westchester County, NY, • 1 day remote, • Full-time Additional details regarding the organization and exact location will be shared with qualified candidates.

About the Opportunity Looking for a flexible remote opportunity where your sales experience and ability to build strong client relationships can translate into performance-based earning potential? We are looking for experienced sales professionals to join our team as Business Development Managers. In this role, you will work directly with prospective clients, identify their needs, present financial protection solutions, and help guide clients through the sales process. This opportunity is within the life insurance and financial services industry, with access to products from more than 25 industry-leading carriers. What You’ll Do • Develop and maintain strong client relationships, • Connect with prospective clients who have requested information, • Conduct client consultations and needs analysis, • Present appropriate life insurance and financial protection solutions, • Develop strategies to improve sales activity and production, • Monitor sales performance and work toward established goals, • Assist clients through the application process, • Provide guidance and support to newer sales professionals, • Maintain accurate records and follow regulatory requirements, • Develop and maintain strong business relationships What We Provide • Remote work environment, • Flexible full-time or part-time schedule, • Access to qualified leads and marketing resources, • Products from 25+ industry-leading carriers, • Ongoing training and professional support, • Sales and product training, • Tools and resources to support business development What We’re Looking For • Previous sales, business development, or leadership experience, • Strong communication and interpersonal skills, • Proven ability to build and maintain client relationships, • Strong presentation and negotiation skills, • Goal-oriented and results-focused, • Ability to work independently and manage sales activity, • Life insurance license or willingness to obtain one Compensation This is a 1099 independent contractor opportunity with 100% performance-based compensation. There is no base salary or cap on earnings. Potential earnings for experienced agents: $150,000–$200,000, based on production. Additional incentives and bonuses may be available based on production. Growth Opportunities Experienced professionals may also be considered for additional leadership and sales management responsibilities based on experience and performance. Our team provides access to established products, qualified leads, training, and ongoing support so experienced professionals can focus on serving clients and developing their business. If you're an experienced sales professional looking for a flexible remote opportunity with established products and performance-based earning potential, we'd like to hear from you.

Director, Tax A rapidly expanding CPA and advisory firm is looking for an experienced Tax Director to join its senior leadership team The firm has a strong presence across the New York market and works with privately held businesses, business owners, high-net-worth individuals and families across a range of industries. Continued growth has created an opportunity for an established tax professional who wants greater influence over clients, people and the future direction of a practice. This position sits between senior management and Partner level and is designed for someone comfortable taking ownership. You'll lead important client relationships, oversee technically complex engagements, develop Managers and Seniors, and work directly with Partners on the continued growth of the tax practice. What You'll Take Ownership Of You'll have responsibility for a significant portfolio of clients rather than simply reviewing returns at the end of an engagement. Your work will include: • Lead complex tax engagements from initial planning through review and final delivery., • Review sophisticated individual, fiduciary, corporate, partnership and multistate tax returns., • Advise clients on year-round tax planning rather than focusing solely on compliance., • Research complex federal and state tax matters and determine practical solutions., • Identify planning opportunities, potential exposures and areas where clients can improve their overall tax position., • Serve as a senior point of contact for business owners, executives and other key client stakeholders., • Develop a detailed understanding of clients' businesses and personal circumstances to provide commercially relevant advice., • Oversee engagement quality, staffing, workflow, budgets and deadlines., • Keep Partners informed of significant technical issues and developments across key relationships. Lead People, Not Just Engagements At Director level, developing the team will be an important part of your role. You'll provide leadership to Managers, Seniors and Staff, helping them strengthen both their technical capabilities and confidence with clients. This will include reviewing work, providing technical guidance, delegating effectively and creating opportunities for people to take on greater responsibility. You'll also work alongside Partners to improve processes, strengthen technical standards and ensure the tax practice has the people and infrastructure required to support continued growth. Help Grow the Practice This is also a commercially focused position. You'll be encouraged to look beyond the immediate engagement and recognise where the firm can provide additional value to its clients. That could mean identifying new tax planning opportunities, introducing other advisory services, strengthening existing relationships or participating in new business opportunities. For someone with Partner ambitions, the position provides meaningful exposure to the commercial and leadership responsibilities required at the next level. Your Background We're looking for an established public accounting tax professional with: • 10+ years of public accounting experience within a CPA firm., • Bachelor's degree in Accounting., • Active CPA licence required., • Significant experience managing complex tax engagements., • Strong technical knowledge across individual, fiduciary, corporate, partnership and multistate taxation., • Experience managing important client relationships directly., • A track record of supervising and developing accounting professionals., • Strong technical research and tax planning capabilities., • Confidence communicating complex issues to clients in straightforward terms., • Excellent organisational and project management skills., • Ability to balance multiple engagements and competing deadlines without compromising quality. Why This Opportunity? The firm is going through a significant period of growth, creating opportunities for senior professionals who want to have a voice in how the practice develops. Rather than stepping into a narrowly defined Director position, you'll have the opportunity to influence client strategy, team development, operational improvements and future growth. You'll benefit from a flexible hybrid environment, direct access to senior leadership and a platform that supports continued professional development. Most importantly, this is an opportunity for an experienced tax professional who has reached senior leadership level but still wants somewhere they can build, influence and progress toward Partner rather than simply maintain an existing portfolio

A high-quality private equity firm is seeking an Office Manager to join its growing team. This is an excellent opportunity to join a dynamic, fast-paced firm and play a key role in supporting the day-to-day operations of the office. This individual will serve as a key point of contact for office operations and building-related needs while working closely with teams across the firm. The ideal candidate is a proactive, collaborative team player with a “no task is too small” mentality and a strong willingness to roll up their sleeves and contribute wherever needed. This role will also incorporate some bookkeeping responsibilities such as check deposits, cash management, monthly reconciliation, and corresponding directly with banks. Key Responsibilities: • Office & Facilities Management: Oversee daily office operations, building services, supplies, kitchen, mail, and vendor coordination., • Technology & Security: Manage office technology, AV systems, access controls, equipment, and coordination with third-party IT providers., • Executive & Team Support: Provide administrative support to the C-suite including scheduling, expenses, research, and special projects., • Bookkeeping: Handle check deposits, cash management, monthly reconciliation, and corresponding directly with banks Qualifications: • 4+ years of administrative experience within a professional services firm, • Bachelor's Degree, • Detail-oriented, collaborative, and excellent verbal and written communication skills Job #50472

The Opportunity: Participate in real-world audit and tax-compliance engagements and meet a variety of professionals both internally and externally. As an intern, you’ll work directly with MMB staff and client personnel, gathering data and summarizing results, gaining the insights you need as you start your career. You’ll also get an inside look at a unique, successful and highly respected public accounting firm. A Closer Look At The Role: • Assists in performing audit engagements (Preparing letters, Fieldwork, and Audit reports), • Performs analysis and testing of account balances and internal controls, • Prepares financial statements, including notes for financial statements and other related documents, • Develops reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines, • Assists in both audit and tax departments during any available time Qualifications & Skills: • Working towards the completion of a bachelor or master’s degree in accounting or a related discipline, • Ability to work collaboratively with others, • Interest in pursuing CPA certification desired, but not a requirement Get To Know Us: At MMB+CO, our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner Mark Kovaleski, MMB+CO has over 200 employees with locations in Canandaigua, Elmira, Latham, Rochester, and Queensbury. Our deep-rooted culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB+CO is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.

Role is fully on-site; Monday through Friday. A well-established company is seeking an experienced Accounting Operations Manager to oversee its Premium Accounting, Accounts Receivable, Cash Applications, Collections, and payment operations. This is a hands-on management position overseeing a team of approximately ten employees while partnering with senior management on accounting operations, workflow improvements, and special projects. Responsibilities • Manage the daily operations of the Premium Accounting and Cash Applications functions, • Oversee accounts receivable, cash application, collections, and payment processing, • Ensure timely and accurate payments to carriers, vendors, and other business partners, • Monitor outstanding receivables and coordinate collection efforts, • Review and analyze customer accounts and payment activity, • Respond to internal and external inquiries regarding payments, receivables, and account balances Qualifications • Bachelor's degree in Accounting, Finance, Business, or related field preferred, • 5+ years of progressive accounting, AR, cash applications, collections, or related experience, • Previous supervisory or management experience, • Strong understanding of accounts receivable and cash application processes, • Strong Excel skills and experience working with accounting/ERP systems Industry Background Candidates may come from media, real estate, financial services, banking, insurance, insurance brokerage and/or professional services. Why Consider This Opportunity? • Leadership role with significant responsibility, • Opportunity to manage and develop a team, • Exposure to senior leadership, including the Controller and CFO, • Opportunity to contribute to process improvements and special projects, • Stable, established organization, • Competitive compensation and benefits If you have experience leading AR, cash applications, collections, premium accounting, or similar accounting operations, we would like to hear from you. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Our client is a stable, well-established financial services leader on Long Island looking to hire a Senior Financial Analyst for its FP&A team. This is a highly visible role with direct exposure to senior management and a strong opportunity to be mentored, build your skills and grow your career. What you'll do • Build and maintain multi-year financial models (P&L, balance sheet and cash flow) with multiple scenarios, • Prepare quarterly forecasts and track the key drivers behind results, • Run "what-if" and other ad hoc analyses to support strategic decisions, • Prepare monthly and quarterly reporting and analysis for senior management, • Perform variance analysis and cost allocations, • Support process improvements and finance system upgrades What you'll bring • Bachelor's degree in finance or accounting, • 4–5+ years of professional experience, including at least 2 years of hands-on financial modeling, • Advanced Excel modeling skills; experience using automation or AI tools to work with data is a plus, • Solid knowledge of GAAP and financial statements, • Strong attention to detail and the ability to handle a lot of data accurately, • Able to manage multiple deadlines and take ownership of your work, • Comfortable working with people at all levels of the organization, • Financial services experience preferred but not required Why this role • Stable, established leader on Long Island, • Excellent exposure to senior management, • Real mentorship and room to learn and grow Schedule • Onsite 4 days per week

A growing company is seeking an accounting and finance professional to support day-to-day accounting operations, financial reporting, cash management, and financial analysis across multiple entities. Responsibilities: • Handle daily accounting activities, including cash receipts, disbursements, AP, AR, billing, and account reconciliations., • Monitor accounts receivable, follow up on outstanding balances, and assist with customer billing and collections., • Process payroll and maintain related records across multiple entities., • Prepare and record journal entries, accruals, commissions, credit card activity, and other financial transactions., • Perform bank, credit card, balance sheet, and general ledger reconciliations., • Assist with monthly close and preparation of financial statements and reporting., • Maintain and update budgets, rolling forecasts, and cash flow projections., • Analyze actual results, expenses, revenue, and other financial activity and identify variances., • Record and reconcile revenue from e-commerce and other sales channels., • Track financial activity and reporting related to online marketplaces such as Amazon, Shopify, and Walmart., • Assist with year-end reporting, W-2s, 1099s, tax filings, and external CPA requests., • Support financial analysis related to new products, business initiatives, and other projects., • Assist with insurance renewals, customer credit reviews, entity administration, and other financial or administrative matters., • Work with internal teams and external CPAs, accountants, attorneys, and other advisors as needed., • Identify opportunities to improve accounting processes, reporting, controls, and overall efficiency., • Participate in special projects and other accounting and finance initiatives as needed.

Staff Accountant & Senior Accountant Location: Westchester County, NY Job Type: Onsite Salary: $60-80k base + bonus Client/Job Summary: Our client is a global multi-family office and investment firm that is building out a new branch in White Plains and is looking for a few Accountants of varying experience levels to build an accounting team. They are looking for someone to lead their accounting, finance, and administrative tasks in a hands-on, highly visible environment, as well as a couple of junior accountants to help with day-to-day accounting activities. The ideal candidate has experience with multi-entity and international accounting (IFRS). Additional helpful experience includes overseeing financial reporting, AP/AR, bank reconciliations, payroll coordination, budget tracking, fixed assets, tax and audit support, and vendor management. Ideal junior candidates have a degree in accounting and prior experience/ internships in accounting, preferably with financial services firms. As they build out a new branch, one of the major projects you'll be helping with is transferring data from other locations and maintaining those records. You'll have the opportunity to work closely with senior management located around the world and have full autonomy over this function. Key Responsibilities: • Manage day-to-day accounting records, including Accounts Payable and Accounts Receivable., • Prepare payment requests and maintain complete supporting documentation., • Handle expense verification and reimbursement administration., • Maintain employee, vendor, banking, and administrative records., • Coordinate payroll and related documentation., • Perform and review bank reconciliations., • Assist with insurance policies, office lease administration, and vendor contracts., • Maintain the Fixed Asset Register., • Monitor and report budget versus actual expenditure., • Coordinate federal, state, and other tax filings with the Company's CPA/tax advisers., • Coordinate the preparation of annual financial statements and audits, as required., • Support administrative, corporate, and statutory compliance filings., • Assist senior management with periodic financial and administrative reports., • Maintain appropriate internal controls and confidentiality over financial information. Key Qualifications: • Bachelor's degree (or greater) in accounting, business, or related field, • 2+ years of experience in public accounting, investment company, family office, private equity, financial services, consulting, engineering, holding company, or multi-company corporate environment., • Recent graduates with a degree in accounting or business and relevant experience may also apply., • CPA license is a plus., • Must be reliable, highly organized, professional, discreet, and capable of working independently in a senior corporate environment., • Strong written and verbal communication skills, attention to detail, confidentiality, and the ability to work closely with senior management are essential.

A wholesale/distribution company is hiring an FP&A Manager to serve as the finance business partner for its regional business segments. You'll own budgeting, forecasting, and performance reporting for a portfolio of regions, working directly with regional VPs and operators to turn financial data into decisions. What You'll Do: • Partner with regional VPs to build annual budgets and rolling forecasts, owning the P&L for assigned regions, • Lead monthly business reviews, presenting clear narratives on revenue, margin, mix, and cost drivers, • Build financial models supporting labor planning, capital requests, and new market expansion, • Standardize regional reporting, dashboards, and KPIs; support month-end close and mentor financial analysts What We're Looking For: • 5+ years of progressive FP&A/finance experience, • Bachelor's in Finance, Accounting, or related field; CPA, CMA, or MBA a plus, • Strong Excel/financial modeling skills, • Comfort presenting to non-finance stakeholders

Bookkeeper Location: Montauk, NY Schedule: Hybrid / Remote Salary: $75,000–$90,000 We’re working with a well-known hospitality group in Montauk that’s looking for a Bookkeeper to help look after the finances across two properties. This is a hands-on role and a good fit for someone who likes having a bit of ownership over their work. You’ll be involved in everything from payroll and invoices to reconciliations, reporting and keeping the books in good shape. The business covers hotel, restaurant, events and retail, so there’s plenty going on and the role will stay varied throughout the year. Hospitality experience is important, especially if you’re used to the pace and seasonality of the industry. What You’ll Do • Look after the day-to-day books, including AP, AR, payroll and general ledger, • Keep on top of bank, credit card and merchant reconciliations, • Make sure daily sales and revenue are recorded correctly across the different parts of the business, • Pull together regular P&L and balance sheet reports, • Work with the CPA on tax and year-end items, and help keep invoices and collections moving, • Jump in where needed, sort out any discrepancies and help make the accounting processes run a little more smoothly About You • 5+ years of bookkeeping or accounting experience, ideally in hospitality, • Comfortable handling the full day-to-day accounting function and getting stuck into the detail, • Solid experience with AP, AR, payroll, reconciliations and general ledger, • Comfortable with QuickBooks, Bill.com and Excel, • Familiar with hospitality systems like Toast, Resy or other hotel/POS platforms, • Easy to work with, organized and reliable, with a good eye for detail and the ability to work well with both finance and operations

The Opportunity: In this position, you will work in a collaborative environment and experience a team approach to serving clients while developing direct relationships. As an associate in the assurance department, you will be encouraged and supported to learn and grow personally and professionally. This role will provide the opportunity to develop organizational skills, to commence review and evaluate fieldwork, while beginning to take an active role in working directly with clients. This position is expected to start in June 2027. A Closer Look At The Role: • Understands and applies generally accepted accounting principles, generally accepted auditing standards, and principles of internal accounting control, standards for review & compilations, • Demonstrates the ability to prepare financial statements, • Demonstrates ability to provide neat, complete, and organized workpapers using the firm’s technology, • Keeps informed of current technical developments and pronouncements, • Demonstrates ability to effectively use the firm’s technology, including MS Office and other software Qualifications • Bachelor or master’s degree in accounting and/or finance, • 1 year of professional work experience preferred, • Ability to work collaboratively with others, • Active pursuit of CPA and/or CPA certification supported What We Can Offer You: • Competitive salary, • Time: MMB+CO offers 16 paid holidays, a separate vacation package + unlimited sick time, • Dress for your day, • Mentor program, • Professional development opportunities, • CPA Exam Reimbursement with up to a $25,000 bonus, • Paid Professional Dues and Licenses, • Comprehensive medical, dental and vision benefits, • 401 K & Profit-sharing plans, • Firm events that provide fun ways to socialize with your colleagues Get To Know Us: At MMB+CO, our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner Mark Kovaleski, MMB+CO has over 200 employees with locations in Canandaigua, Elmira, Latham, Rochester, and Queensbury. Our deep-rooted culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB+CO is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

*Required Qualifications* It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting)! Please do not apply if your background does not fall in line with either #1 or #2 above. Job Title: Consultant - Executive Recruiter(title will be commensurate with experience) Location: Remote or Hybrid - preferably based out of NY or NJ (but flexible) Commitment: 20-40 hours per week Compensation: Commission based role - percentages based on experience - significant earning potential based on performance Overview: Seeking a detail-oriented Recruiters at all levels to assist with the high volume of incoming applications as well as targeted outreach. Knowledge of Financial Services Accounting or Middle Office Finance REQUIRED. This role focuses primarily on sourcing/recruiting new candidates, reviewing resumes, screening candidates, and recommending qualified applicants for next-stage interviews for roles within Hedge Funds, Private Equity Funds, Real Estate Firms and Alternative Asset Managers. Ideal for someone with a strong recruiting background or accounting/finance background who thrives on efficiently identifying talent and ensuring an exceptional candidate experience. Key Responsibilities: • Source new candidates through LinkedIn and cold messaging/calling., • Review and evaluate large volumes of incoming resumes for multiple open roles., • Assess candidate experience and qualifications against job requirements., • Categorize and prioritize applications using an applicant tracking system (ATS)., • Conduct brief screening calls as needed to confirm basic fit or interests., • Collaborate with hiring managers and full-time recruiters to align on role criteria., • Maintain accurate candidate records and notes within the ATS., • Provide weekly summaries or recommendations of top candidates. Qualifications: • 2-10+ years of experience in an Accounting, Finance or Recruiting position, • Strong ability to quickly interpret resumes across a variety of roles or industries., • Excellent judgment and attention to detail., • Familiarity with ATS platforms (e.g., Greenhouse, Workday, etc)., • Strong written and verbal communication skills., • Self-starter who can manage workload independently in a remote environment.

Staff Accountant – UHNW Family Office – Hybrid (2 days remote) – Strong Work Life Balance An established Ultra-High-Net-Worth Family Office in Midtown is seeking a Staff Accountant to join its collaborative accounting team. This role offers broad exposure to family office bookkeeping, cash management, investment activity, and multi-entity accounting within a stable and highly professional environment. This newly created role is due to the firm's continued growth. The Staff Accountant will be responsible for maintaining accurate financial records, processing transactions, reconciling accounts, and supporting monthly financial reporting. This is an excellent opportunity for an early career accounting professional who has exposure to either real estate or high net worth accounting and enjoys variety, takes ownership, and is comfortable working in a confidential UHNW environment. We’ve placed nearly this entire team, and they have incredible stability, virtually zero turnover, and a strong work life balance. Candidates with public accounting experience are highly encouraged to apply if they have an applicable client base – this would be a true quality of life move from the long hours and crazy busy season in public! Responsibilities • Maintain the day-to-day accounting records for the family office and its related entities, • Prepare recurring entries and ensure financial activity is reflected accurately within the general ledger, • Review account activity, research discrepancies, and make necessary adjustments, • Handle the accounting and documentation associated with checks, wire transfers, deposits, and other cash movements, • Complete monthly reconciliations for bank and related financial accounts, • Review transaction support and assign expenses and other activity to the appropriate accounts, • Organize and update records associated with partnership investments and K-1 reporting, • Participate in the monthly reporting cycle, including close support, account schedules, and financial statement preparation, • Maintain complete and easily accessible electronic files for financial documents and supporting materials, • Assist with customized reports, account research, and special projects as requested, • Communicate with internal team members and other stakeholders to address accounting questions and information requests in a timely manner Requirements • 1-4 years of relevant bookkeeping, accounting, or family office support experience, • Bachelor’s degree in Accounting required, • Prior experience working with HNW / UHNW individuals, a family office, real estate firm, or CPA firm with real estate or HNW clients required, • Sound understanding of general ledger accounting, journal entries, reconciliations, and financial documentation, • Experience with investment activity, partnership accounting, trusts, real estate, or multiple related entities is beneficial, • Familiarity with Yardi Voyager is strongly preferred, • Experience with Microsoft Excel and Word, • Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment, • Resourceful, proactive, and hands-on, with a willingness to pitch in wherever needed, • Strong judgment, discretion, professionalism, and integrity when handling confidential family office matters Salary: $80k–$85k base, plus bonus and strong benefits. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com. If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market. Responsibilities • Drive organic business development through networking, COI relationships, and community presence, • Service and retain existing client relationships within your territory, • Build and deliver comprehensive financial plans, leading client meetings from start to finish, • Collaborate with an internal planning team and relationship managers on complex situations, • Grow both new client AUM and wallet share of existing clients Three territories are open: • Cleveland, OH, • Pittsburgh, PA, • Eastern New YorkState (Syracuse, Albany, or Utica area) These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market. Qualifications • Bachelor's degree required Required Skills • Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA, • Advisors with a portable book of business or a strong client network built organically, • Self-starters who are energized by community engagement and building their own pipeline, • Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor) Preferred Skills • CFP a plus, not required Pay range and compensation package Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus What the Compensation Looks Like • Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000), • Annual performance bonus: 25% of base, • New business incentive: 40% of net revenue on territory new business, • Retention bonus: 3% of total territory AUM at quarter end This Is Not the Right Fit If... • Your business development experience has relied on an institutional or bank-provided client pipeline, • You are primarily service and planning focused with limited appetite for new business generation, • You are not located in or willing to relocate to one of the three territories Sound like you? Let's talk.

Managing Wealth Advisor Rochester, NY JK Executive Strategies is partnering with a respected independent wealth management firm affiliated with Raymond James Financial Services to recruit a Managing Wealth Advisor. The firm combines the personalized service and entrepreneurial culture of an independent practice with the resources, technology, and investment platform of one of the industry's leading financial services organizations. This is a unique leadership opportunity for an experienced advisor to maintain a smaller portfolio of key client relationships while helping shape the future of the firm's advisory practice. Working closely with executive leadership, this individual will serve as a trusted resource to fellow advisors, support high-quality financial planning, and help ensure a consistent, exceptional client experience across the advisory team. Responsibilities • Serve as the lead advisor for a smaller portfolio of key client relationships, delivering comprehensive financial planning and personalized wealth management advice., • Serve as a trusted resource to fellow advisors by providing guidance on financial planning strategies, complex client situations, and best practices., • Review financial plans and recommendations to promote quality, consistency, fiduciary alignment, and an exceptional client experience., • Partner with executive leadership to strengthen planning standards, advisor success, and continuous improvement initiatives., • Support advisor onboarding, coaching, and ongoing professional development., • Collaborate with the investment, operations, planning, and client service teams to ensure coordinated execution across the advisory practice., • Participate in the firm's Investment Committee, contributing to investment strategy and planning discussions., • Maintain all required licenses and registrations while ensuring compliance with FINRA, SEC, Raymond James, and firm policies. Requirements • Bachelor’s degree in business, Finance, Economics, or a related field., • CFP® designation required; CPWA®, AIF®, AEP®, CFA®, or other advanced professional designation preferred., • FINRA Series 7 and Series 66 required; Series 24 preferred., • Ten or more years of experience in wealth management and comprehensive financial planning., • Demonstrated experience mentoring advisors, providing technical leadership, or promoting planning quality within a financial advisory practice., • Deep knowledge of fiduciary financial planning, investment management, and regulatory requirements., • Strong leadership, communication, relationship management, analytical, and organizational skills. Salary Range • $130k - $140k JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Summary As the Asset Management Distribution & Client Experience Associate, you will play a dynamic, cross-functional role supporting both Asset Management Sales and Client Service. Working closely with our Advisor Consultant teams, you will help strengthen existing relationships while contributing directly to growth by onboarding new advisors and firms, supporting new business from initial interest through funding, and turning CRM, campaign, and event data into timely, actionable opportunities. You will serve as a key connector among Advisor Consultants, Client Services, Marketing, Product, and Operations, gaining broad exposure to the asset management business and the advisor lifecycle. While this is not a direct sales role, your work will help make the sales organization more informed, responsive, and effective while delivering a high-quality experience for advisors and their clients. This position reports to the Managing Director of Asset Management Client Service. Responsibilities Distribution & Sales Support • Support Advisor Consultants with mutual fund availability, investment literature, presentations, product information, and advisor requests, • Track fund availability and activity across key platforms and custodians (e.g., Schwab, Fidelity, Envestnet, RBC, Raymond James), • Help advance new business opportunities from initial interest through funding and onboarding coordinating across internal teams as needed, • Connect advisors with relevant educational resources, CE programs, alternatives and tax education, and practice management materials Sales Intelligence & Reporting • Maintain accurate advisor records, opportunities, campaigns, activity, and follow-up information in Salesforce, • Identify advisors engaging with emails, webinars, events, website content, and other resources, and surface actionable opportunities for the sales team, • Monitor new fund positions and purchases, noteworthy inflows, and existing relationships that may benefit from additional capabilities, • Develop regular reporting highlighting new advisor relationships, new fund positions, noteworthy inflows, engaged prospects, upcoming follow-ups, recent campaign and event activity, and service opportunities, • Build and maintain dashboards tracking sales activity, flows, advisor engagement, campaigns, and pipeline Advisor Onboarding, Events & Campaigns • Help create a high-quality onboarding experience for new financial advisors and firms by coordinating platform access, materials, key contacts, and follow-up., • In conjunction with marketing, help support conferences and industry events through prospect research, meeting coordination, attendee management, and post-event follow-up., • Coordinate sales follow-up related to webinars, email campaigns, conferences, platform announcements, and other initiatives, tracking activity and outcomes in Salesforce Client Experience & Service • Support existing advisor relationships, including account questions, requests, and service needs, • Facilitate system setup of new accounts and ensure accurate account coding and documentation, • Process client cash flow requests, investment objective changes, cancellations, and other client directives, ensuring accuracy and timeliness, • Prepare and coordinate client reviews, meetings and mailing materials, as well as client and third-party data and fulfillment requests, • Coordinate information across internal and external partners regarding account changes and updates, • Serve as a backup for Client Service team members as needed, working directly with clients, prospects, advisors, and internal sales teams, • Assist with training new team members on practices and procedures, and serve as a resource for firm initiatives and projects as assigned Qualifications • Bachelor’s degree, • Interest in the financial services industry with less than one year of full-time work experience, • Excellent written and verbal communication skills, • Strong interpersonal skills and a desire to work in a team-oriented environment, • Comfort working with numbers and data; experience with Excel required and familiarity with Salesforce or another CRM a plus, • Curiosity about how data can uncover opportunities and improve the client experience, • Ability to work in a fast-paced customer service environment with high attention to detail and strong organizational skills Compensation: Expected hourly rate between $25 - $27.18 per hour

Talent Acquisition Coordinator – Citadel Location- New York, New York (Midtown) Schedule- On-site, 5 days a week Pay- $31-35/hr. (+compensated overtime) Type- Indefinite, ongoing contract Citadel is seeking driven, detail-oriented individuals to join our Talent Acquisition team. This is an exciting opportunity for those looking to kick-start their HR career in a fast-paced, high-performance environment. As a Talent Acquisition Coordinator, you’ll play a critical role in shaping the candidate experience and supporting the end-to-end hiring process across a variety of business areas. You'll work closely with recruiters, hiring teams, and candidates, acting as the key point of contact throughout the interview and onboarding journey. What You'll Do: • Support full-cycle recruiting efforts by partnering closely with internal recruiters across business functions., • Schedule and coordinate phone, video, and onsite interviews with candidates, third-party vendors, and internal stakeholders., • Manage and maintain candidate data in our applicant tracking system., • Collect and organize feedback from interviewers and help drive timely hiring decisions., • Prepare offer letters and manage communications with candidates through the pre-onboarding stage., • Lead and contribute to key recruiting and HR initiatives, including process documentation, candidate tracking, and survey management. What We're Looking For: • Bachelor's degree required., • Previous internship or full-time experience in a corporate or professional setting., • Experience in recruiting or HR is a plus, but not required., • Proficiency in Microsoft Outlook; familiarity with calendar coordination is a plus., • Excellent multitasking and organizational skills with the ability to thrive in a dynamic, fast-moving environment., • Strong written and verbal communication abilities., • High attention to detail, with a commitment to follow-through and problem-solving., • Self-starter who works well both independently and as part of a team. Why Citadel: • Work alongside top-tier talent at one of the world’s leading financial institutions., • Gain hands-on recruiting experience and professional growth opportunities within HR., • Build strong internal relationships with business leaders and cross-functional teams., • Former Recruiting Coordinators have successfully transitioned into full-time roles across the firm., • Enjoy a highly competitive compensation and benefits package, including:, • Medical, dental, and vision coverage, • Generous paid time off, • Free daily catered breakfast and lunch, • Overtime eligibility About Citadel Citadel is a global financial leader that uses cutting-edge technology and data-driven strategies to shape markets and drive performance. Our culture values intellectual rigor, continuous improvement, and excellence. Guided by our core principles—integrity, meritocracy, learning, collaboration, and ambition—we are committed to solving the industry's most complex challenges.

Financial Crimes Compliance (FCC) Trade Finance Advisor Role Overview: The Financial Crimes Compliance (FCC) Trade Finance Advisor is a high-impact, non-supervisory subject matter expert in anti-money laundering (AML), fraud, and sanctions, dedicated to strategically supporting Natixis CIB Americas’ Global Trade business. In this role, you will hold primary responsibility for identifying and designing structural enhancements to our AML, fraud, and sanctions compliance coverage. Acting as a trusted, consultative partner, you will provide day-to-day guidance to business leaders, proactively mitigate risks, and shape a highly efficient control environment. Key Responsibilities: • Strategic Expertise: Serve as the primary FCC subject matter expert for the Americas, driving compliance strategy with a dedicated, focused approach to trade finance., • Advisory & Influence: Partner closely with business leaders and the home office to address complex escalations, providing decisive guidance to identify and mitigate FCC-related risks., • Control Optimization: Dig deep into existing processes to design, enhance, and implement robust, streamlined FCC-related controls across the trade finance lifecycle., • Deep-Dive Investigations: Lead targeted, structured investigations into potential trade-based money laundering, trade fraud, and complex transactional anomalies., • Policy Ownership: Author, refine, and maintain comprehensive FCC-related trade finance policies and procedures to ensure alignment with both regional expectations and global standards., • Targeted Training: Design and deliver specialized, impactful FCC training programs tailored specifically to trade finance operations., • Global Collaboration: Coordinate structurally with Global FCC teams to align regional practices with global trade finance requirements and long-term strategic goals., • Structured Project Leadership: Spearhead key trade finance-related compliance projects, planning realistic timelines to drive initiatives from conception to sustainable execution. Requirement: • Bachelor’s degree required., • 5–7 years of compliance experience in AML and sanctions compliance, with a dedicated focus on trade finance products and services (including documentary letters of credit, standby letters of credit, and supply chain finance)., • Demonstrated success in collaborating with business lines to implement clear, streamlined AML, fraud, and sanctions processes., • Proven ability to act as a collaborative partner, manage a steady day-to-day workflow, and drive strategic projects to successful completion within a structured schedule., • Excellent organizational, prioritization, and day-to-day pipeline management skills., • Strong analytical, critical reasoning, and investigative skills, with a passion for diagnosing and solving complex control challenges efficiently., • Advanced written and verbal communication skills, with the ability to influence and collaborate effectively with stakeholders at all levels of seniority, both locally and internationally., • Deep technical understanding of trade finance products, services, and associated regulatory expectations., • Familiarity with leveraging innovative technology and advanced analytics tools to optimize and automate processes, reducing manual administrative burdens., • Self-motivated and capable of working independently, with a proven ability to manage a predictable workload, maintain focus, and deliver quality results within a balanced, sustainable environment. The salary range for this position will be between $160,000 - $175,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance

Public Partnerships LLC (PPL) helps people with disabilities, chronic illnesses, or other long-term health conditions stay at home and “self-direct” their care. Known as consumer direction in New York, this long-term care model empowers people to take control of who provides their services and where. PPL was selected to be the Statewide Fiscal Intermediary for the New York Consumer Directed Personal Assistance Program (CDPAP) starting in 2025. We, along with a diverse alliance of service partners across the state, will be supporting the delivery of culturally sensitive and disability competent care to CDPAP participants. We are looking for people who share our passion for helping New Yorkers live happy, healthy, and independent lives to support CDPAP consumers and their personal assistants across a broad spectrum of services and functions. Our culture attracts and rewards people who are compassionate, results-oriented, and driven to exceed customer expectations. We desire motivated candidates who are excited to join our fast-paced, consumer-focused environment, and who want to make a difference in helping transform the lives of the people we serve. Learn more about PPL and CDPAP at _. Job Summary The In Office Support Specialist is the primary point of contact for clients, assisting with inquiries, resolving issues, and providing support related to the services we offer in the Satellite offices in the New York State. This role requires strong communication skills, attention to detail, and a passion for helping others. The In Office Support Specialist plays a key role in ensuring that our clients receive timely and accurate assistance while maintaining high levels of customer satisfaction. Key Responsibilities Client Support & Relationship Management • Deliver responsive, high-quality support to consumers, personal assistants, and clients by addressing inquiries, service-related questions, and system navigation needs while ensuring a positive customer experience., • Provide clear guidance on program eligibility, care budgets, policies, procedures, and available services while building trust through professional and client-focused communication. Issue Resolution & Operational Support • Resolve client concerns, complaints, and service issues efficiently, providing appropriate follow-up to ensure satisfaction and timely resolution., • Support operational processes through entry-level registration and verification activities, including I-9 processing, payment method verification, and document management in partnership with senior support staff. Documentation, Compliance & Continuous Improvement • Maintain accurate documentation of client interactions, requests, and resolutions within CRM systems while ensuring adherence to company standards, compliance requirements, and quality expectations., • Conduct client education and outreach initiatives, gather feedback from customer interactions, and identify opportunities to improve processes, training, and overall service delivery. Requirements • Excellent verbal and written communication skills, with the ability to explain complex information in a clear and empathetic manner., • Strong problem-solving abilities, with a focus on resolving customer issues efficiently and effectively., • A passion for helping others and a strong commitment to providing exceptional customer service., • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment., • Comfortable using customer relationship management (CRM) software and other office technologies (e.g., Microsoft Office, email, chat systems)., • High attention to detail, ensuring that all client information is recorded accurately and consistently., • Ability to work collaboratively with a diverse team to achieve company goals and provide excellent service. Qualifications Education: High school diploma or equivalent required; associate or bachelor's degree preferred. Substantial professional experience may be considered in lieu of a formal degree Experience: 1+ years of experience in customer service, client support, or a related field. Bilingual (Spanish) candidates are highly preferred. Certifications: list or N/A Working Conditions: • On Site 5 days a week at our satellite office in Rochester, NY, • Monday to Friday 8:00am – 5:00pm EST Compensation: $20.43 - $25.00 / hourly This role is eligible for a base salary within the posted range. Actual compensation will be determined based on a variety of factors, including skills, experience, and geographic location. Compensation may vary for positions based in high cost-of-labor markets. The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities, or skills of personnel so classified. Public Partnerships is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PPL, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PPL will not tolerate discrimination or harassment based on any of these characteristics.

A leading investment management firm is hiring an EA/AA in Midtown NYC to support a senior wealth management team, with a mix of Executive Assistant and Administrative Assistant responsibilities. Seeking 5+ years of EA/AA experience within financial services, ideally supporting 1–2 senior professionals directly; wealth management experience is a major plus. Up to $125K base + an automatic profit share, 4 days in office, with strong long-term growth potential including the opportunity to become more involved in the wealth management business and pursue sponsored Series licenses.

Our client is Global Investment Fund located in NYC area currently seeking to add a new professional to join their growing Finance Team. Ideal individual will be responsible for Financial Analysis, Accounting, Valuation, Corporate Finance and Financial Reporting. This opportunity will report to CFO working with a Tax, 3rd Party Service Providers, and asset management/Deal Team - ton's exposure and excellent opportunity for advancement. Responsibilities: • Design and Build out fund financial operations - Financials, Budgeting, Forecasting, Analysis, • Build out distribution of investor allocations, waterfall calculations, carried interest/ incentive fees, • Lead and communicate with fund administrators, • Communicate with JV Partners, Investors, Outside Service Providers, and Banks, • Support Front Office Investments, • Onboard New Investors and Investor Relations reporting, • Discuss Quarterly Property Performance Requirements/Qualifications: • Bachelor's degree in Accounting is a must - CPA preferred, • 8+years of Experience in Accounting/Audit within in a BIG 4 public accounting firm working on Real Estate Funds, • Strong GAPP and Financial Experience

We’re is partnered with a financial services company seeking an SVP to build and lead its compensation and benefits function within an evolving HR team. This is a hands-on opportunity to overhaul the compensation framework, lead a comprehensive benefits and insurance review, and establish the processes and governance needed to support the business. Key responsibilities • Redesign compensation structures and incentive plans., • Evaluate benefits and insurance coverage, costs and providers., • Support executive compensation, Compensation Committee and say-on-pay activities., • Strengthen reward processes, reporting and Workday capabilities. What we’re looking for • Senior financial services experience with direct ownership of both compensation and benefits—essential., • A track record of transforming compensation and benefits programs and building functions in a fast paced environment., • A strategic thinker comfortable with hands-on delivery., • Workday expertise strongly preferred.