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Overview A global financial institution is hiring a senior professional to join its capital analytics and regulatory reporting function, focused on enterprise-level risk-weighted asset (RWA) frameworks across credit and market risk. This role sits at the intersection of capital regulation, regulatory analytics, transformation initiatives, and reporting automation. It’s a high-impact seat supporting regulatory capital calculations, framework modernization, and next-generation regulatory readiness initiatives. This is not a pure reporting role — it’s a regulatory analytics + transformation + governance role. Responsibilities • Execute enterprise-level capital and risk-weighted asset calculations across credit and market risk, • Support regulatory capital ratio production and capital adequacy analytics, • Partner with transformation teams on calculation automation and platform modernization, • Support regulatory framework changes and rule interpretation, • Participate in requirements gathering, testing, and validation of calculation systems, • Partner with technology teams on implementation and integration efforts, • Build governance structures, controls, and validation processes around calculations, • Develop exception reporting, monitoring frameworks, and impact assessments, • Evaluate regulatory change impact on capital calculations and methodologies, • Drive process optimization, automation opportunities, and operational efficiency, • Support enterprise alignment between regulatory policy, analytics, and reporting Qualifications • 6+ years in regulatory analytics, capital reporting, or risk-weighted asset environments, • Direct experience with RWA frameworks across credit and/or market risk, • Background in financial services, banking, or regulatory advisory environments, • Exposure to regulatory transformation, automation, or modernization initiatives, • Bachelor’s degree in Finance, Accounting, Risk, or related discipline, • Advanced Excel and analytical tooling skills, • Strong cross-functional collaboration and stakeholder management experience, • Experience working across Finance, Risk, IT, and Regulatory teams, • Ability to operate in fast-paced, regulated environments, • Strong governance, control, and documentation mindset

Our client is a rapidly growing, venture‑backed global advisory firm with more than 700 employees across 10 offices on three continents. They are seeking a Manager of NetSuite Advisory to join their exceptional New York–based Managing Director and help build and scale a NetSuite consulting and implementation practice. This highly visible role will play a key part in driving business development and expanding the practice into a recognized market leader in NetSuite solutions. The firm recently achieved a Series C raise, fueled not only by its advisory services but also by proprietary software products that create long‑term client relationships well beyond the initial consulting engagement. Hybrid environment requires 1 day a week in their Midtown office. About the Role We are seeking a NetSuite professional with a strong understanding of core financial business processes and hands-on NetSuite implementation experience. This role will be responsible for analyzing business needs, designing tailored NetSuite solutions, and guiding clients through successful ERP implementations. The ideal candidate will have expertise in finance and accounting workflows, system configurations, and best practices for optimizing NetSuite to meet business objectives. Key Responsibilities • Lead and support NetSuite implementations, configurations, and optimizations, ensuring alignment with business requirements., • Analyze and map core financial processes (e.g., General Ledger, AP/AR, Revenue Recognition, Fixed Assets, Procurement, Inventory, Financial Reporting)., • Collaborate with stakeholders to gather requirements, document processes, and translate business needs into NetSuite solutions., • Configure and customize NetSuite, including workflows, scripts, saved searches, and reports, to enhance system functionality., • Identify opportunities for process automation and efficiency improvements within NetSuite., • Provide user training, support, and documentation to ensure effective system adoption., • Work closely with cross-functional teams, including Finance, IT, and Operations, to ensure seamless integration and system scalability., • Assist in data migration, system testing, and troubleshooting during implementation and post-go-live support., • Stay up to date with NetSuite updates and industry best practices to provide proactive recommendations. Qualifications & Experience • 5-6 + years of experience in NetSuite implementation and consulting, with a focus on financial modules., • Strong knowledge of accounting principles, financial reporting, and core business processes (CPA or finance background is a plus)., • Hands-on experience with NetSuite configurations, SuiteFlow, SuiteAnalytics, and saved searches., • Experience in business process mapping and optimization within NetSuite., • Strong analytical and problem-solving skills, with the ability to translate business needs into system solutions., • Excellent communication skills and the ability to lead discussions with stakeholders and end-users., • Experience with SuiteScript, integrations, or other ERP systems is a plus. Why Join? • Opportunity to work with a dynamic team in a fast-paced environment., • Gain exposure to diverse industries and complex NetSuite implementations., • Career growth opportunities and continuous learning in ERP solutions.

About AccountAbility: AccountAbility is a global consulting and standards firm that works with businesses, investors, governments, and multilateral organizations to innovate and advance the global sustainability / ESG agenda by improving the practices, performance, and impact of organizations. The firm focuses on delivering practical, effective, and enduring results that enable our clients to succeed. AccountAbility is a Public Benefit Corporation, operating globally through a highly qualified team from offices in New York, London, Riyadh, and Dubai. The firm is the recipient of multiple business awards from the Financial Times, Forbes, and Capital Finance International. Please visit our website ___ to learn more about us and our work. About this position: This role is based in New York, NY and requires an in-office presence four (4) days per week, with remote work flexibility on Fridays. The Global Head of Standards will report to the Chief Executive Officer and will serve as a key member of the senior leadership team, with responsibility for driving global strategy, adoption, and revenue growth related to the AA1000 Series of Standards. This role will have oversight of a global and/or matrixed team and will collaborate cross-functionally with Advisory, Research, and Operations functions to ensure alignment and execution of strategic priorities. The Global Head of Standards at AccountAbility will be working with a wide variety of international businesses, governmental and non-governmental organizations, standard setters, framework developers and professional institutes to support the scaling and adoption of the AA1000 Series of Standards. S/he must demonstrate a) the ability to generate, manage, and build stakeholder relationships for firm growth; b) excellent advocacy skills and adaptability to effectively lead a multitude of stakeholder engagements simultaneously; and c) strong leadership skills and experience. The successful candidate will be expected to raise awareness of the ___ with collaborating partners, including licensed assurance providers, training organizations, regulatory bodies, prospects and companies world-wide to enhance global implementation. The Global Head of Standards role is responsible for leading advocacy and promotion efforts across geographies and will require travel accordingly – likely about 50% of the time. The successful candidate will be one that is driven by client work and comfortable operating in a fast-paced, client-facing, consulting-driven environment. Responsibilities for this position include, but are not limited to: Clients • Lead the global promotion and development of the AA1000 Series of Standards, including advancing research into effective methodologies for their development, implementation, and application, • Drive the advancement and dissemination of knowledge, education, and training related to the AA1000 Series of Standards, including facilitating the exchange of insights, best practices, and thought leadership, • Identify, prospect, and develop business with new and existing clients to meet revenue generation targets, • Actively and effectively oversee/manage multiple projects with multiple stakeholders simultaneously, including management of team members, to ensure high-quality and influential delivery, • Drive measurable growth in global adoption and implementation of the AA1000 Series of Standards across priority markets and sectors, • Deliver against annual revenue targets tied to standards-related services, partnerships, engagements along with cross-selling, • Expand and strengthen strategic partnerships with key stakeholders, including regulators, standard-setting bodies, assurance providers, and global institutions, • Represent AccountAbility as a senior thought leader through industry events, publications, and speaking engagements People • Lead, develop, and scale a high-performing global standards function, including direct and/or matrixed team members, • Foster cross-regional collaboration to ensure consistency in standards application and stakeholder engagement globally, • Collaborate with AccountAbility’s Advisory Management Team for coordinated initiatives, knowledge sharing, resource management, decision-making and cross-selling, • Provide guidance and coaching to support learning and professional development of staff members, • Seek professional and personal development independently, • Facilitate a high standard of performance, quality, and delivery expectations, • Embrace, and champion an inclusive and collaborative working environment Firm and Operations • Collaborate in executing AccountAbility’s global and regional strategy, • Maintain up-to-date knowledge of relevant sustainability / standards topics, policies, regulations, and general trends for key industries, • Support various internal initiatives, such as directing delivery of content and materials for panel sessions and events, • Collaborate effectively with the AccountAbility’s Advisory practice & align with the firm’s overall “go to market” strategy, • Oversee financial management of the AA1000 Standards, including budgeting, forecasting, resource allocation, and performance monitoring in coordination with finance, • Provide strategic input into the evolution and positioning of the AA1000 Series of Standards in alignment with global regulatory and market trends, • Partner cross-functionally with internal teams to integrate standards into broader client solutions and firm offerings Qualifications The successful candidate for this position will be engaging and dynamic, and able to demonstrate a high emotional intelligence, have experience in the field of sustainability standards, and strong business acumen. Candidates are expected to be client-focused and should have a proven track record in building a wide range of stakeholder relationships for standards development and promotion, with experience in developing sustainability thought leadership. The following qualifications are required for consideration: • 15+ years of experience in management consulting and sustainability standards / assurance with a focus on revenue generation, • Excellent written skills, including technical standards development, associated communications and presentations, • Excellent verbal communication skills for representing the firm through public speaking engagements, stakeholder / work groups and meeting facilitation, • Master’s Degree, including an MBA, MA, MS, or MPA preferred with a demonstrated record of academic excellence. BA/BS degree required in Business Management, Sustainability, Environmental Science, Accounting, Economics, or a related field. Successful candidates will: • Demonstrate an ability to build cross-cultural relationships for collaborative efforts with a wide range of stakeholders, clients, partner organizations and colleagues, • Have an expert understanding of relevant Sustainability standards / ESG topics, and related trends in business and management practices, • Have knowledge of relevant sustainability frameworks / standards and the international regulatory and policy landscape, including ESRS / CSRD, SASB, ISSB, TCFD, GRI, UN SDGs, • Have knowledge or experience with sustainability-related auditing and assurance standards (e.g., AA1000AS v3, ISAE3000, ISAE3410, ISO14064-3 and ISSA5000), • Have an existing network of senior-level contacts across sustainability standard-setting bodies, accounting organizations and regulatory institutions (e.g., ISSB, IAASB, IESBA, AICPA, EFRAG)., • Show self-initiative and the ability to work well independently and lead teams, • Think critically, grasp new concepts quickly, and embrace new ideas / emerging perspectives AccountAbility is an Equal Employment Opportunity Employer, committed to a diverse and inclusive work environment.

Select Global Markets · Independent Contractor Annual earnings target: $500,000 – $2,000,000. What We're Building Ladd & Co. is a private advisory firm built around a simple proposition: the most senior people in this business should be partners, not employees. We advise entrepreneurs, principals, and multi-generational families on M&A, capital placement, co-investment, international structuring, and complex cross-border matters. Our clients are ultra-high-net-worth families, single and multi-family offices, private holding companies, and institutional investors. The firm operates from New York, Palm Beach, George Town, London, Zürich, Dubai, Singapore, Hong Kong, and Sydney. We are appointing Partners in select markets to originate and lead client relationships on behalf of the firm. Principal-level work, not a sales role. Why We're Hiring Senior advisory work today sits awkwardly between two extremes. The bulge bracket banks, where experienced bankers spend half their time managing internal politics and accept compromised economics in exchange for a brand. And the boutiques, where senior bankers run their own shops but lack the global infrastructure, investor network, and cross-border execution capability needed to handle institutional work properly. We are building the third option. A firm with the standards of a private bank, the agility of a boutique, and the global infrastructure to execute mandates in any jurisdiction our clients operate in. Partners run their own client relationships under the firm's brand, with full execution support behind them, and keep the economics that reflect what they actually contribute. The Role You will originate and lead engagements with UHNW families, single and multi-family offices, founder-led enterprises, and institutional investors in your market and adjacent jurisdictions. The firm provides the platform: structuring teams, legal coordination, investor network, deal collateral, and senior execution support. You provide the relationships, the commercial judgment, and the senior presence to represent the firm at the principal level. Who We Are Looking For Managing Director level and above. Typically 12 to 20+ years in M&A advisory, capital placement, investment banking, private banking, family office advisory, or a related discipline at a credible firm. The economics of this arrangement only work if you have an established network of business owners, family offices, and referral professionals capable of generating institutional-quality engagements. What we expect: — Established personal network among UHNW principals, family offices, or senior referral professionals (T&E lawyers, accounting firm partners, private bankers, RIAs) — Direct senior experience leading transactions, capital placement, or family office advisory at a credible firm — Self-directed, entrepreneurial, and comfortable with the rhythm of variable compensation — Senior enough to represent the firm in any room and at any table Compensation Partnership arrangement, not employment. Partners are independent contractors compensated through direct participation in advisory fees on engagements they originate. No base salary or retainer. Annual earnings target: $500,000 – $2,000,000 per year. The lower end reflects Partners closing one or two engagements per year. The upper end reflects senior Partners with deep networks closing four or more. Specific terms are discussed directly with qualified candidates. Discretion All enquiries are treated in strict confidence.

Executive Recruiter Ascendo Resources | New York City Hybrid: 4 days onsite / 1 day remote Compensation: • Salary/draw, DOE, • Unlimited commission potential Overview Ascendo Resources is seeking a driven, high-performing Executive Recruiter to join our Professional Services (Temp/Contract) division in NYC. This role is ideal for a true producer—someone who thrives on closing deals, building long-term client relationships, and taking ownership of a growing book of business. If you have an entrepreneurial mindset and want autonomy with uncapped earnings, this is your seat. What You’ll Do • Own your market: Prospect, pitch, and close new client business across multiple industries, • Full-desk execution: Manage the entire recruiting lifecycle for temporary, contract, and executive search roles, • Client advisory: Act as a trusted partner delivering strategic staffing solutions, • 2+ years of full-desk staffing experience with proven placements and revenue results, • Strong hunter mentality with a track record of business development and deal closure, • Excellent relationship-building, negotiation, and candidate management skills, • Bachelor’s degree preferred, • Grit, accountability, and a results-driven mindset required About Ascendo Ascendo Resources is a certified minority-owned staffing firm that values diversity, inclusion, and high performance. We are an Equal Opportunity Employer and welcome candidates of all backgrounds.

Duties: Strategic Sourcing- Technology Client is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. Client offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. -Strategic Advisory: Serve as a strategic advisor to all levels of management on all matters related to sourcing and procurement, offering insights and recommendations to optimize the vendor portfolio and achieve corporate transformation objectives. Build and deliver executive-ready presentations using advanced analytics (Power BI, SQL, Tableau) to support sourcing decisions and business cases. Contribute to enterprise-wide cost optimization programs by identifying and accelerating high-impact sourcing initiatives. -Sourcing Strategy Development: Conduct rigorous external spend analysis to uncover opportunities for cost optimization. Design and execute comprehensive sourcing strategies to reduce cost, improve delivery resilience, and streamline vendor portfolios through competitive bidding, proofs-of-concepts, demand management, supplier consolidation, and process reengineering efforts that align with the company's overall business goals, ensuring cost-effectiveness, and quality. -Cross-Functional Collaboration: Work closely with internal stakeholders to align sourcing strategies with enterprise cost targets and transformation goals. Build and manage cross-functional cost optimization programs to drive accountability and transparency in sourcing decisions. -Supplier Relationship Management: Build and maintain strong relationships with key suppliers, negotiating and drafting favorable terms into contracts, ensuring the highest standards of quality and service. -Market Analysis: Conduct thorough market research and analysis to identify trends, risks, and opportunities within the supply chain, and prepare PowerPoint decks to support informed sourcing decision-making. -Risk Management: Identify potential risks within the supply chain and develop mitigation plans to ensure business continuity and minimize disruptions. -Cost Management: Implement cost-saving initiatives and strategies to reduce overall expenses without compromising on quality or performance. -People Management: Recruit, coach, mentor, and indirectly manage junior staff as necessary. Experience required: Exceptional program and stakeholder management skills with a strong bias for execution. -Strong command of procurement analytics and ability to translate data into actionable insights and persuasive narratives. -Expertise with cat Skills: egory planning, competitive bidding techniques (RFI, RFP, RFQ), creation of business cases, vendor selection, vendor risk due diligence, operations management, and vendor dispute/escalation management. •Financial modelling skills to build multiple negotiation scenarios, total cost of ownership models, consumption models, and demand forecasts based on spend analytics and other data sources. •Depth in drafting, redlining, and negotiating global contracts, including experience drafting service level agreements (SLAs). This includes a solid understanding of contract law, including demonstrated ability to understand, interpret and articulate key legal terms in agreements. Competencies: •Highly strategic thinker with a proactive approach to challenges and opportunities, possessing superior analytical skills, including the ability to translate analyses into negotiation strategies and results •Strong leadership and interpersonal skills, with the ability to work effectively in a team-oriented environment, eliciting support for key initiatives from senior management and other key stakeholders, by building and delivering clear, well-structured presentations •Detail-oriented and organized, with a commitment to excellence and continuous improvement. •Adaptable and resilient, with the ability to thrive in a fast-paced and dynamic business environment and with the willingness to adapt working hours to meet business needs and deadlines, understanding that most of the client supplier portfolio is comprised of firms based in the United States. •Proficient MS Office skills, including experience using CoPilot and other AI software products. Education: • Bachelor’s Degree, with preferences for Accounting, Finance, Computer Science, Engineering, Economics, Data Science, Operations Research, Technology or Supply Chain Management, or Entrepreneurship. • Advanced degrees in Business, the Sciences, Engineering, Law, or related areas.

Strategic Sourcing- Technology -Strategic Advisory: Serve as a strategic advisor to all levels of management on all matters related to sourcing and procurement, offering insights and recommendations to optimize the vendor portfolio and achieve corporate transformation objectives. Build and deliver executive-ready presentations using advanced analytics (Power BI, SQL, Tableau) to support sourcing decisions and business cases. Contribute to enterprise-wide cost optimization programs by identifying and accelerating high-impact sourcing initiatives. -Sourcing Strategy Development: Conduct rigorous external spend analysis to uncover opportunities for cost optimization. Design and execute comprehensive sourcing strategies to reduce cost, improve delivery resilience, and streamline vendor portfolios through competitive bidding, proofs-of-concepts, demand management, supplier consolidation, and process reengineering efforts that align with the company's overall business goals, ensuring cost-effectiveness, and quality. -Cross-Functional Collaboration: Work closely with internal stakeholders to align sourcing strategies with enterprise cost targets and transformation goals. Build and manage cross-functional cost optimization programs to drive accountability and transparency in sourcing decisions. -Supplier Relationship Management: Build and maintain strong relationships with key suppliers, negotiating and drafting favorable terms into contracts, ensuring the highest standards of quality and service. -Market Analysis: Conduct thorough market research and analysis to identify trends, risks, and opportunities within the supply chain, and prepare PowerPoint decks to support informed sourcing decision-making. -Risk Management: Identify potential risks within the supply chain and develop mitigation plans to ensure business continuity and minimize disruptions. -Cost Management: Implement cost-saving initiatives and strategies to reduce overall expenses without compromising on quality or performance. -People Management: Recruit, coach, mentor, and indirectly manage junior staff as necessary. Experience required: Exceptional program and stakeholder management skills with a strong bias for execution. -Strong command of procurement analytics and ability to translate data into actionable insights and persuasive narratives. -Expertise with category planning, competitive bidding techniques (RFI, RFP, RFQ), creation of business cases, vendor selection, vendor risk due diligence, operations management, and vendor dispute/escalation management. •Financial modelling skills to build multiple negotiation scenarios, total cost of ownership models, consumption models, and demand forecasts based on spend analytics and other data sources. •Depth in drafting, redlining, and negotiating global contracts, including experience drafting service level agreements (SLAs). This includes a solid understanding of contract law, including demonstrated ability to understand, interpret and articulate key legal terms in agreements. Competencies: •Highly strategic thinker with a proactive approach to challenges and opportunities, possessing superior analytical skills, including the ability to translate analyses into negotiation strategies and results •Strong leadership and interpersonal skills, with the ability to work effectively in a team-oriented environment, eliciting support for key initiatives from senior management and other key stakeholders, by building and delivering clear, well-structured presentations •Detail-oriented and organized, with a commitment to excellence and continuous improvement. •Adaptable and resilient, with the ability to thrive in a fast-paced and dynamic business environment and with the willingness to adapt working hours to meet business needs and deadlines, understanding that most of the supplier portfolio is comprised of firms based in the United States. •Proficient MS Office skills, including experience using CoPilot and other AI software products. Education: • Bachelor’s Degree, with preferences for Accounting, Finance, Computer Science, Engineering, Economics, Data Science, Operations Research, Technology or Supply Chain Management, or Entrepreneurship. • Advanced degrees in Business, the Sciences, Engineering, Law, or related areas.

Job Title: Strategic Sourcing – Technology Pay Range: $90 to $100/hr Location: New York, NY - Hybrid Duration: 03+ Months, Possible Contract to hire Strategic Advisory • Serve as a strategic advisor to all levels of management on all matters related to sourcing and procurement, offering insights and recommendations to optimize the vendor portfolio and achieve corporate transformation objectives., • Build and deliver executive-ready presentations using advanced analytics (Power BI, SQL, Tableau) to support sourcing decisions and business cases., • Conduct rigorous external spend analysis to uncover opportunities for cost optimization., • Design and execute comprehensive sourcing strategies to reduce cost, improve delivery resilience, and streamline vendor portfolios through:, • Competitive bidding, • Proofs-of-concepts, • Demand management, • Supplier consolidation, • Process reengineering efforts, • Work closely with internal stakeholders to align sourcing strategies with enterprise cost targets and transformation goals., • Build and maintain strong relationships with key suppliers., • Conduct thorough market research and analysis to identify trends, risks, and opportunities within the supply chain., • Recruit, coach, mentor, and indirectly manage junior staff as necessary. Experience Required • 10+ years of experience in strategic sourcing or supply chain strategy in a complex, global environment—ideally within financial services, tech, or consulting., • Proven track record of success in a technology-related strategic sourcing advisory role., • Experience working on enterprise-level software and hardware purchase agreements with companies such as:, • Anthropic, • OpenAI, • Microsoft, • AWS, • Google, • Adobe, • IBM, • Snowflake, • Experience working in or partnering with a Financial Planning and Analytics function or other budget-setting and spend tracking function., • Exceptional program and stakeholder management skills with a strong bias for execution., • Strong command of procurement analytics and ability to translate data into actionable insights and persuasive narratives., • Expertise with:, • Category planning, • Competitive bidding techniques (RFI, RFP, RFQ), • Creation of business cases, • Vendor selection, • Vendor risk due diligence, • Operations management, • Vendor dispute/escalation management, • Financial modelling skills to build:, • Multiple negotiation scenarios, • Total cost of ownership (TCO) models, • Consumption models, • Demand forecasts based on spend analytics and other data sources, • Depth in drafting, redlining, and negotiating global contracts, including experience drafting service level agreements (SLAs)., • Solid understanding of contract law, including demonstrated ability to understand, interpret, and articulate key legal terms in agreements. Competencies • Highly strategic thinker with a proactive approach to challenges and opportunities., • Superior analytical skills, including the ability to translate analyses into negotiation strategies and results., • Strong leadership and interpersonal skills, with the ability to work effectively in a team-oriented environment., • Ability to elicit support for key initiatives from senior management and other key stakeholders by building and delivering clear, well-structured presentations., • Detail-oriented and organized, with a commitment to excellence and continuous improvement., • Adaptable and resilient, with the ability to thrive in a fast-paced and dynamic business environment., • Willingness to adapt working hours to meet business needs and deadlines, understanding that most of the supplier portfolio is comprised of firms based in the United States., • Proficient MS Office skills, including experience using CoPilot and other AI software products. Education • Bachelor’s Degree preferred in:, • Accounting, • Finance, • Computer Science, • Engineering, • Economics, • Data Science, • Operations Research, • Technology, • Supply Chain Management, • Entrepreneurship, • Advanced degrees preferred in:, • Business, • Sciences, • Engineering, • Law, • Related fields Benefits Info: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness).

AWM – Private - Climate Risk and Value Creation - Associate Role Overview The AWM Private Climate Strategy platform plays a critical role in meeting climate regulations and providing expert advice, programs, tools, and capabilities, and strategic direction on climate throughout the division. Operating across Private Equity, Private Credit, Real Estate, Infrastructure, and Growth business sleeves, the platform aims to broadly share best practices, advise investment teams and divisional leadership, develop strategic partnerships, and enable investors and portfolio companies to meet climate-related regulations, client requirements and objectives. As part of the AWM Private's Sustainability & Impact team, the Climate Risk and Value Creation Associate will play a crucial role in developing the Climate Strategy platform and will support key components of the division's risk, regulatory, and reporting activities on climate as well as value creation activities, reporting to the Head of Climate Strategy for AWM Private. • Support the development of strategic frameworks for integrating the challenges and opportunities that climate change and the global energy transition may present to our business and investments. This role will act as an in-house expert and engage across the business, division, and firm., • Act as a crucial first-line risk manager to ensure alignment with evolving regulatory requirements, stakeholder expectations, and internal procedures., • Engage on value creation projects as a strategic thought and execution partner with portfolio companies and Client deal teams, • This role will support the Head of Climate Strategy for AWM Private. Key Responsibilities: • Lead day-to-day work on rollout of transition and physical risk analytics, including supporting the ongoing development and improvement of analytics, socialization and educational materials, and process integration into deal lifecycles, with guidance from the Head of Climate Strategy, • Advance value creation frameworks, tools, and advisory touches with portfolio companies on resilience, decarbonization, and product-related topics., • Monitor cross-regional regulatory requirements in climate and ensure climate risk, transition planning, and other related value acceleration programs appropriately reflect requirements, • Manage processes and relationships on regular GHG and climate risk reporting relationships at a fund and portfolio company level, • Oversee appropriate documentation, implementation, and road-mapping of quantitative improvements to tools and resources for portfolio companies and deal teams, • Advance communication and formalization of climate-related process integration through the development of management-level presentations, • Support bespoke and systematic diligence related to climate risk and opportunity assessments, • Support vendor relationship management with reporting and analytics providers, including the development of partnerships as needed across new capability areas, • Ensure alignment of reporting practices with regulatory requirements and standards as a first line of defense, • Act as a subject matter expert and frontline risk advisor for deal teams, other sustainability team members, and portfolio companies Education Qualifications: The ideal candidate will possess the following qualifications and key skills: • At least 2-3 years of experience in Financial Services or an investing related field and 5+ years of experience overall, • Strong demonstrated quantitative background and capabilities, with the ability to work in Excel and translate analytical concepts into documentation and to technical teams, • Willingness to dig up sleeves, build tools, and advance stakeholder conversations a must, • Experience developing executive-level written communication materials, strong relationship and stakeholder management skills, • Ability and willingness to quickly learn, deal with ambiguity, and adapt to changing circumstances, • Knowledge of climate-related scenario analysis, GHG accounting, decarbonization, resilience, reporting and target-setting frameworks, • Prior experience in a climate-related role in strategy, program management, risk management, or reporting strongly preferred, • A technical or hands-on background in engineering, energy efficiency, resilience preferred Position Tenure: We are seeking support for a five-month period terminating October 1, 2026 subject to onboarding and search timeline

Consultant – Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect: · Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). · Accounting projects focused on carving out business units/subsidiaries. · Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support. · Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research & documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC). · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About Cohen & Company Capital Markets: Cohen & Company Capital Markets ("CCM") was established in 2021 with a firm commitment to providing expertise to clients navigating challenging markets and complex transactions. We have emerged as one of the fastest-growing boutique investment banks on Wall Street. Our team was founded on the belief that traditional bulge-bracket banks and elite boutiques lacked coverage for emerging products and industries. As we drive this mission forward, our team members will play a crucial role in our continued success. We advise leading and emerging companies across sectors to address strategic and financial opportunities. We leverage a strong reputation, a broad network and superior execution to serve our clients’ interests first and always. We are looking for an outstanding investment banking analyst to join our growing team in New York City. Our bankers at all levels must be prepared to lead transactions and drive our continued impressive growth as we disrupt the landscape of Investment Banking. Compensation will be commensurate with comparable top elite boutique investment banking franchises. Experienced Analysts will be expected to immediately contribute and lead multiple live deals and contribute to our rapid growth and success as we build a top-tier investment banking franchise. The CCM team benefits from significant transaction experience and domain expertise. The firm has established a record of accomplishment by executing complex and transformational transactions across Digital Assets, Technology, Cyber, Autotech, LifeSciences, Consumer and other emerging, high-growth verticals. CCM offers a full suite of services including strategic advisory, capital markets advisory, SPAC advisory and merchant banking. CCM has quickly experienced significant success, with over 180 announced and closed transactions since its founding in 2021. More details: About Cohen & Company, LLC: Cohen & Company (parent company of CCM) is a financial services business specializing in capital markets, asset management and principal investing. Job Description: CCM is actively recruiting an Analyst to join our investment banking team. The role will be based out of our New York office. The candidate will have the opportunity to work directly with a close-knit team of seasoned professionals and be a key player in the execution of investment banking related transactions across the capital structure including IPOs, Follow-Ons, Private Placements, and SPAC related capital raise transactions. Our Analysts assume significant responsibility and are included in all aspects of a transaction from origination to closing. They work on small deal teams, get immediate and direct exposure to senior bankers and client senior executives, and are responsible for the day-to-day execution tasks of each transaction. The work is fast-paced and requires the ability to work under pressure and manage tight deadlines. CCM offers Analysts the chance to get exposure to high-profile transactions, advance more rapidly and take on more responsibility than at traditional bulge-bracket firms. This is a unique opportunity to help build a rapidly growing investment banking team. Key Responsibilities: Analysis of companies, transaction structures, deal activity, and corporate filings Process management including buyer / investor interaction due diligence request tracking Company valuation, and financial performance analysis Model and / or manage the modeling of complex transaction scenarios Data analysis using mathematical models and statistical techniques General research and presentation of findings Creation of materials for Board meetings, client presentations and due diligence support materials Create industry specific valuation analyses such as public comps and precedent transactions Requirements: Relevant experience in Investment Banking; M&A, private placements and / or equity capital markets Additionally, candidates with specific product experience in equity capital markets, private capital raises, or M&A advisory would be a strong fit for our growing franchise Undergraduate degree in Business (Accounting, Finance, Economics), Technical Sciences (Engineering, Physics) or Liberal Arts with preference for strong academic record Strong work ethic, self-motivated and entrepreneurial Excellent problem solving and analytic ability with strong quantitative / technical skills and attention to detail Strong knowledge of Excel, PowerPoint, and other industry resources such FactSet and Pitchbook Exceptional writing and verbal communication skills Maturity, presence, and poise to take on client-facing responsibilities Series 63, 79, and SIE licenses required at time of hiring or shortly thereafter US work authorization Why Cohen & Company Capital Markets: Strong senior bankers from bulge-bracket firms with long track record of successful deals Premium deal flow with significant exposure to high-profile transactions. Majority of work will be executing in leadership roles in meaningful transactions Excellent career path with highly attractive elite boutique compensation and significant upside Access to world-class executives at high-growth companies Close-knit, rapidly growing team **Cohen and Company Capital Markets a division of Cohen & Company Securities, LLC / Member FINRA, SIPC an indirect subsidiary of Cohen & Company, Inc. (NYSE: COHN; “Cohen”)

Who we are: At Vireo Health, we’re not just another cannabis company—we’re a movement. Founded by physicians and driven by innovation, we blend science, technology, and passion to create top-tier cannabis products and experiences. Our team of 500+ bold creators and trailblazers are shaping the future of the industry, and we want you to be part of it. We take pride in being one of the most diverse and inclusive workplaces in cannabis, fostering a culture where everyone belongs. Through employee engagement, community events, and non-profit partnerships, we’re building more than a business—we’re building a community. As we rapidly expand nationwide, we’re looking for talented, driven, and passionate people to join us. If you’re ready to turn your passion into a career, let’s grow the future together. What the role is about: We are seeking an elite, high-velocity Senior Corporate Accountant who thrives in a rigorous, performance-driven environment. This is not a "maintenance" role; it is for a proactive professional who takes extreme ownership of the general ledger and demands excellence in every work product. You are expected to master complex lease, fixed asset, and general corporate accounting workstreams while maintaining a relentless bias for action. We want a builder who works tirelessly to elevate the accounting function and ensures our financial reporting is bulletproof. This role reports to the Senior Accounting Manager. What impact you'll make: 1. Systems Architecture & "The How" · GRC Implementation: Lead the selection and rollout of SOX management software (e.g., AuditBoard, Workiva) or architect a scalable "Evidence Vault" (SharePoint/Teams) with standardized naming and folder conventions. · Infrastructure Design: Create the organizational "Playbook" for how evidence is captured, stored, and retrieved across all business units to ensure 365-day audit readiness. · Automation Strategy: Partner with IT to move from manual, spreadsheet-heavy tasks to automated system configurations within the ERP, reducing the internal testing burden. 2. Operational Partnership & M&A Integration · Process Engineering: Work alongside accounting teams to "bake in" controls to new workflows rather than auditing them after the fact. · Acquisition Onboarding: Perform Day-1 gap analyses on new entities; immediately implement the corporate SOX framework and standardized systems into their operations. · Project Management: Lead the organization’s adherence to compliance timelines, serving as a consultant to department heads (HR, IT, Sales) on how to meet their control obligations. 3. Technical Advisory & SEC Alignment · Technical Sounding Board: Serve as a key resource for the Controller and CAO to evaluate how operational changes, new GAAP interpretations, or complex transactions (e.g., Revenue Rec, Equity) impact the control environment. · Disclosure Controls: Ensure all sub-ledger processes and manual adjustments map accurately to 10-K/10-Q disclosure requirements. · Materiality & Scoping: Define and defend the quantitative and qualitative materiality thresholds used for SEC reporting and audit scoping. · Audit Liaison: Act as the primary point of contact for external auditors, managing the relationship to ensure alignment on testing strategy, materiality, and deficiency impact. 4. Remediation & Accountability · Root Cause Analysis: When a control fails, don't just "report" it—partner with the team to redesign the process and prevent recurrence. · Reporting: Provide the Controller and Audit Committee with high-level visibility into compliance health, integration status, and technical risk areas. What you've accomplished: · The "Builder" Mindset: Prefers creating systems and SOPs over simply following a checklist. · Technical Depth: Strong understanding of SEC reporting requirements and PCAOB standards. · Experience: 6+ years in a mix of Big 4 audit and corporate accounting/SOX roles within an acquisitive environment. Why Choose Vireo Life’s too short to work somewhere that doesn’t ignite your passion. The cannabis industry is fast-paced, innovative, and full of opportunity—where science meets creativity, and wellness meets culture. At Vireo Health, we’re pioneering the future of cannabis with a team that’s as dynamic as the industry itself. Here, you’ll find a workplace that’s collaborative, inclusive, and driven by HEART and purpose, where your work has a real impact on people’s lives. Whether you’re cultivating the highest-quality plants, crafting cutting-edge products, or shaping unforgettable customer experiences, you’ll be part of something bigger. If you’re looking for a career that’s exciting, meaningful, and full of growth, let’s build the future of cannabis together. ✅ A Growing Industry: Work at the leading tech company in the cannabis industry and help shape the future ✅ Passionate Culture: Join a team that truly cares about the plant, the people, and the purpose behind what we do ✅ Employee Perks: Enjoy competitive pay and benefits, paid time off and employee discounts ✅ Making an Impact: We’re committed to education, sustainability, and giving back to the communities we serve. The salary for this role is $75,000-85,000 annually depending on experience. Competitive PTO, health, dental, vision, life, and 401k insurance benefits offered. Our ideal candidate will be located in the Minnesota market. EEO Statement Vireo Health, Inc. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. ___

We are seeking a highly skilled Senior Accountant -.Intacct to serve as a strategic advisor and mentor within our Client Accounting Advisory Services (CAAS) team.This role is ideal for a results-driven accounting professional who thrives in a fast-paced, global environment and excels at providing hi

We serve clients across the Metro DC area and beyond, with expertise in industries such as construction, real estate, government contracting, non-profits, and professional services. Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (required). MBA or advanced degree in

At Elevated Advisory & Accounting, we’re building something special — a place where ambitious accounting professionals can grow their careers, lead with clarity, and help inspire real confidence in our clients. Assist with specialized accounting tasks to support client and firm objectives. You��

Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta based CPA Firm).A highly skilled tax professional with 4–8 years of public accounting experience.Manage and execute complex tax engagements while contributing to strategic advisory and potentially business development.Hiring immediately

It's a new day with a new opportunity at 8am! About the role: We are seeking an exceptional Senior Product Manager to join 8am’s specialty legal practice management group. In this role, you will leverage artificial intelligence and automation to transform how attorneys in specialized practice areas such as Immigration and Personal Injury manage cases from initial client intake through resolution, delivering greater clarity, organization, and efficiency in their daily work. This is a strategic and hands-on role, ideal for someone who can quickly develop a strong understanding of specialty legal workflows and attorney pain points, even without a legal background, by partnering closely with domain experts and subject matter specialists while leading product strategy, customer discovery, and cross-functional collaboration. As Senior Product Manager, you will drive product strategy for specialty-focused capabilities, including workflow automation, deadline tracking, case management, document handling, and client collaboration tools. You will lead cross-functional teams within an empowered team model, working in a triad partnership with a UX Designer and Tech Lead to deliver solutions that maximize case outcomes while minimizing administrative burden. The ideal candidate is passionate about creating customer value, learns new domains quickly, and has a track record of delivering AI-powered solutions that improve how people work. Experience in legal tech, regulatory environments, or other compliance-heavy industries is a plus; however, a willingness to deeply engage with the specialty legal space and advocate for practitioners is essential. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: • Product Strategy & Leadership, • Develop a deep understanding of the specialty legal practice management market and the needs of attorneys, paralegals, and their clients. This includes research and quantitative data analysis to identify high-value opportunities that increase 8am's competitive advantage., • Lead collaborative discovery with your design and engineering partners to gain a deep understanding of customers' pain points. These may include complex case type management, form preparation and filing, tracking deadlines and expirations, collecting documents from clients, and coordinating with external agencies and parties. You will co-own the identification of problems, shaping of solutions, and delivery of outcomes., • Drive the strategy and vision for initiatives, defining business cases and ROI of automating routine processes, such as document intake, status tracking, deadline management, and client notifications., • Leverage an understanding of bringing AI-powered solutions to market by partnering with the AI infrastructure team to align roadmaps. This includes intelligent intake, document extraction, and workflow automation assistance., • Outcome-Driven Execution, • Drive continuous problem-solving through data analysis, user feedback, and outcome measurement that directly measure customer value and outcomes created, such as case cycle times, document processing time, and client satisfaction., • Lead cross-functional alignment around outcomes, ensuring product success is measured, progress is tracked, and corrective action is taken to reach goals., • Collaborate with Product Operations, Data Intelligence, and Analytics teams to establish proper measurement frameworks and dashboards., • Champion customer empathy while making strategic trade-offs when business and customer priorities conflict., • Cross-Functional Leadership & Influence, • Effectively influence, negotiate, and articulate strategy with stakeholders at all levels to build organizational alignment around your vision., • Collaborate with Product Marketing and GTM teams to develop commercialization strategies that optimize business outcomes and enhance customer value across solo practitioners, boutique firms, and high-volume practices., • Partner with Customer Success and GTM to drive adoption and change management, ensuring customers realize measurable efficiency gains and ROI from automated workflows., • Leverage AI to accelerate discovery, validation, and delivery cycles across the product team., • Understand and influence the 8am product vision and strategy across the organization. About you: • 6-8+ years of product management experience in B2B SaaS environments, with a track record of taking complex products to market, including CRM management, CRM automation, and AI initiatives, in high-growth, scaling organizations., • Demonstrated ability to learn complex domains quickly and become an effective advocate for users in specialized or technical fields. Experience in legal tech, regulatory technology, compliance software, or other industries with complex workflows and regulatory requirements is a plus., • Strong experience in customer discovery methodologies, with demonstrated ability to synthesize qualitative and quantitative insights into actionable product strategies., • Significant hands-on experience in discovering and delivering technology products collaboratively with UX designers and engineers., • Proven experience leading cross-functional initiatives without formal authority, with the ability to influence and align senior stakeholders., • Strategic mindset with the ability to identify, create, and deliver growth initiatives in ambiguous environments., • Business acumen with the ability to build business cases and prioritize customer needs within a business context., • Strong analytical and communication skills. You should be able to develop clear, testable hypotheses and communicate complex strategies clearly to technical and non-technical audiences., • Experience with agile development methodologies and modern product tools (Jira, Confluence, Figma, analytics platforms)., • Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation. Preferred Qualifications: • Experience in Legal B2B SaaS or legal technology products., • Deep familiarity with specialty legal practice workflows, including case management, document preparation, compliance requirements, and agency or court interactions. Additional Information The annual salary range for this position is $140,000 to $160,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Here’s how we support our 8Team: • Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees., • Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members., • Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents., • Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching., • Learning and Development: Continuous learning through ___, leadership programs, professional development funds, and individually focused talent development., • Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually)., • Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform. At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

Job Description We are seeking an Billing and Administrative Coordinator (CPA Firm) to join our team! The Billing and Administrative Coordinator is responsible for managing client invoicing, tracking accounts receivable, and providing day-to-day administrative support to ensure efficient firm operations. This role requires strong attention to detail, organization, and the ability to handle confidential financial information. Billing & Accounts Receivable • Prepare, review, and issue client invoices based on partner/manager input and time records, • Monitor accounts receivable and follow up on outstanding balances, • Process payments (checks, ACH, credit cards) and apply them accurately, • Reconcile billing discrepancies and resolve client inquiries, • Maintain accurate billing records in accounting software, • Generate periodic billing and collections reports for management Administrative Support • Provide general administrative support to partners and staff, • Manage client onboarding documentation and maintain client files, • Schedule meetings, calls, and appointments, • Handle incoming calls, emails, and correspondence professionally, • Assist with document preparation, formatting, and filing (digital and physical), • Maintain office supplies and coordinate with vendors as needed Operational Support • Assist with workflow tracking and project coordination, • Support compliance with internal procedures and deadlines, • Help implement and improve billing and administrative processes, • Maintain confidentiality of client and firm information Qualifications: • Previous experience in office administration or other related fields, • Ability to prioritize and multitask, • Excellent written and verbal communication skills, • Strong attention to detail, • Strong organizational skillsCompany DescriptionOur Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes. We believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.Our Firm is a Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based within the U.S and abroad and come from a variety of industries. We serve individuals clients and businesses of all sizes. \r\n\r\nWe believe in the value of relationships and believe that in order for our firm to succeed our employees must also succeed. We provide our employees with the opportunity to grow in a supportive environment. We provide a competitive compensation package and work with our employees to achieve work-life balance.

Aon Is looking for a risk & insurance due diligence consultant in Aon's M&A and Transaction Advisory Solutions practice in New York, New York. We currently have an exciting career opportunity for an experienced P&C professional within our Transaction Advisory Services team! As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of a global team delivering M&A services to Private Equity and Corporate clients. As a risk & insurance due diligence consultant, you will work closely with NY region team reporting into the regional leader. How this opportunity is different: Work on sophisticated Property and Casualty due diligence projects within our M&A team. Aon has an inclusive culture, where you get to work with many different personality types while working with a lively team! There are opportunities for growth, as we are generating new opportunities throughout this division. Work Style: Hybrid - In office 3 days a week. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed. Job Responsibilities: • Lead due diligence projects of varying complexity., • Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop findings and solutions., • Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives., • Execute and deliver accurate and professional due diligence reports to clients., • Analyze and provide technical input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft purchase agreement., • Identify transaction issues and work with clients' other third-party advisors to develop resolution., • Collaborate with producers to build and maintain relationships with ongoing clients and convert due diligence targets to ongoing clients., • Communicate and capture the value that Aon brings even to the most challenging situations., • Prepare spreadsheets and analyze data., • Prepare proposals and make presentations to clients and prospects. You Bring Knowledge and Expertise • Property and Casualty insurance technical proficiency. Broad knowledge of specialty insurance including property, casualty, cyber, E&O, financial lines, environmental, group captives and others., • Financial - basic understanding of financial statements, accounting., • Project management - coordinate activities and information flow from a group of people within specified time frame., • Strategic and analytical skills - attention to detail but able to draw conclusions., • Strong communication skills (written and oral) - ability to communicate well and at the appropriate level with a wide range of people., • Ability to perform under stress / tight time frames., • Ability to develop relationships / build confidence of others (both internally and externally) based upon work performed., • Ability to work on multiple projects at one time., • Results oriented., • Proficiency with Word, Excel, Power Point., • Broker's license, • CPCU a plus, • Bachelor's degree or equivalent experience in related field The salary range for this position (for U.S. applicants) is $140,000 to $180,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-YT1 #LI-HYBRID 2576602

EBP Audit Manager - CPA | Bend, Eugene, or Hillsboro, OR | Public Accounting Firm This Jobot Job is hosted by: Andrew Kraig Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $75,000 - $115,000 per year A bit about us: Founded over 75 years ago and based in Bend, OR, with other offices in Eugene and Hillsboro, we are a large regional public accounting and business advisory firm providing audit, tax, consulting, and advisory services to clients across industries. Our collaborative, flexible, and growth-focused culture empowers team members to define their own career paths and contribute to meaningful client impact. Why join us? Why Join Us? • Competitive Compensation: DOE, • 401(k) with Company Match, • Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, • Generous PTO & Paid Holidays, • Hybrid Work Options: FlexPath and FastPath advancement programs, • Career Growth: Personalized mentorship and clear advancement opportunities, • Supportive Culture: 110+ team members across Oregon and remote locations Job Details Key Responsibilities and Duties: • Manage multiple audit client engagements across various industries, • Oversee audit planning, fieldwork, and financial statement review, • Supervise and mentor interns, staff, and seniors, • Develop and maintain strong client relationships, • Identify opportunities to provide additional value and advisory support, • CPA license required, • Bachelor’s degree in Accounting or related field, • Minimum 5–7 years of recent public accounting experience, • Strong background in Nonprofit and Employee Benefit Plan audits, • Experience in Construction or Private Company audits a plus, • Proven ability to manage audit teams and client engagements, • Excellent communication, leadership, and problem-solving skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

State & Local Tax (SALT) Manager | 7+ Years’ Experience | CPA/EA/JD Required | Remote Flexibility Across U.S. Offices This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $140,000 per year A bit about us: Founded nearly a century ago and based in New York City, with other offices across the U.S., we are a leading advisory and accounting firm committed to delivering high-impact tax, audit, and consulting solutions to clients across industries. Our goal is to help organizations Know Greater Value through deep expertise, close partnerships, and trusted insight. Why join us? • Competitive Compensation, • 401(k), • Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, • Generous PTO & Paid Holidays, • Collaborative Work Environment: Join a highly experienced tax team across multiple offices, • Work-Life Balance: Flexibility and hybrid-remote structure, • Strong Learning Culture: Leadership invested in growth, technical training, and mentorship Job Details Key Responsibilities and Duties • Lead and manage multiple state and local tax engagements, • Consult on business income, personal income, sales and use, payroll, and other state taxes, • Research and draft technical memoranda and correspondence, • Represent clients during state audits and voluntary disclosure agreements, • Review and occasionally prepare tax returns, • Advise on tax credits, including the research & development credit, • Supervise and mentor staff, conduct technical training, • Maintain client relationships, manage budgets and project timelines, • BA/BS/MS in Accounting required; MST preferred, • CPA, EA, or JD required, • Minimum 7 years of progressive public accounting experience, including 6+ years SALT-specific, • Expertise in multi-state business tax compliance, sales/use tax, and tax credit consulting, • Strong experience with state audit defense and voluntary disclosure agreements, • Demonstrated leadership: staff management, review processes, mentoring, • Proven ability to meet client deadlines, analyze complex tax issues, and communicate findings clearly, • Authorized to work in the U.S. without sponsorship Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Leading audits with precision, while mentoring the next generation of finance leaders This Jobot Job is hosted by: Amanda Cohen Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $100,000 per year A bit about us: We’re a forward-thinking public accounting firm with a strong reputation for technical excellence and personalized service. Our professionals partner with clients across a range of industries to deliver audit, tax, and advisory solutions that go beyond compliance — focusing on strategic insights and long-term value. Our culture emphasizes teamwork, professional growth, and integrity in everything we do. Why join us? We’re a team of driven professionals who value collaboration, innovation, and the pursuit of excellence. Here, you’ll have the freedom to take ownership of your work, build meaningful client relationships, and help shape the direction of our growing assurance practice. We believe in empowering our people — whether that’s through mentorship, professional development, or providing the resources you need to lead impactful engagements from start to finish. Job Details Sr. Audit Associate Overview: We are seeking an experienced audit professional to support and contribute to multiple engagements within our audit practice. The ideal candidate will have a solid foundation in audit procedures, financial reporting, and internal controls, and will be responsible for helping ensure high-quality outcomes on client engagements across various industries. Key Responsibilities: Assist in planning and executing audit engagements in compliance with GAAP and GAAS Perform detailed testing of account balances, transactions, and internal controls Prepare audit workpapers and financial statement documentation accurately and on time Communicate audit findings and recommendations clearly to senior staff and clients Support team members in completing high-quality engagements efficiently Collaborate with colleagues across service lines to resolve client issues and improve processes Qualifications: Bachelor’s degree in Accounting, Finance, or a related field CPA preferred but not required 3+ years of public accounting or audit experience Strong understanding of GAAP, GAAS, and internal controls Detail-oriented with excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to manage deadlines and multiple projects effectively Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Tax Accountant - Remote - Birmingham, AL To Apply Now - email your resume to ___ Who: An experienced tax professional with at least 3 years of public accounting experience. What: Prepare and review tax returns for individuals, LLCs, and corporations while supporting client financial planning. When: Position available immediately. Where: Remote. Why: Help guide clients through complex financial decisions with opportunities to grow tax and financial planning expertise. Office Environment: Collaborative, team-oriented, and paperless, with a strong emphasis on technology and client service. Salary: Commensurate with experience. Position Overview: We're seeking an Accountant to join a professional services team that supports growing businesses and high-net-worth individuals. This role focuses on tax preparation and advisory while offering broader exposure to financial planning services including estate, succession, and retirement planning. Key Responsibilities: ● Prepare and review individual, LLC, S corp, and C corp tax returns ● Communicate with clients and tax authorities ● Provide high-quality tax services and strategic financial advice ● Collaborate with team members in a fast-paced, cloud-based environment ● Contribute to client acquisition and business development efforts Qualifications: ● Bachelor’s degree in Accounting (MBA preferred) ● Minimum of 3 years of tax preparation experience ● Strong technical tax knowledge and research skills ● Excellent verbal, written, and presentation skills ● Proficiency in QuickBooks, Microsoft Office Suite, Ultra Tax ● Self-motivated, detail-oriented, and highly organized If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Senior Tax Accountant – Remote. What: Seeking a Senior Tax Accountant with 1–3 years of public accounting experience. Overview: Join a thriving CPA firm looking for a Senior Tax Accountant to support tax compliance and advisory services.

Senior Tax Accountant – Hybrid. Seeking a Senior Tax Accountant with 1–3 years of public accounting experience. Join a thriving CPA firm looking for a Senior Tax Accountant to support tax compliance and advisory services.

Work closely with operations and finance teams to align accounting practices with business needs. Whether processing transactions, reconciling accounts, or preparing financial reports, you uphold the highest accuracy standards, knowing even the smallest details impact financial integrity. Staff Ac

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Client Account Services Aerospace Defense & Government team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Payroll Associate to join their dynamic team. We are seeking an Accounting Associate with strong payroll processing experience to join our dynamic team. This role is ideal for someone who thrives in a fast-paced environment and can manage payroll operations for multiple clients alongside core accounting functions. • Lead and manage payroll processing for multiple clients, ensuring accuracy, timeliness, and compliance with applicable regulations, • Verify daily deposits to ensure accuracy, • Accurately enter and code labor distributions and payroll related transactions, • Manage employee profiles and records within QuickBooks, Unanet, and/ or CostPoint, • Assist in the preparation of 1099 forms, • Communicate with clients as needed, • Collaborate on special projects as required, • Provide backup support when needed, • Significant experience with payroll processing is required, • Strong attention to detail is essential, • Ability to work effectively in a team environment, • Capability to manage multiple projects/tasks simultaneously, • Willingness to learn different software systems and contribute to overall process improvement, • Critical thinking skills, • Proficiency with Microsoft Suite products, including Excel, Word, and Teams, • Previous accounts payable and bookkeeping experience is preferred EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Job Description The Opportunity The Executive Assistant supports one or more consultants by providing ongoing assistance in all aspects of client engagements and playing an ownership role in the oversight of administrative tasks. The role requires an individual capable of planning, executing and finalizing projects according to strict deadlines. The Executive Assistant must proactively manage changes in project scope, identify potential crises and devise contingency plans on a regular basis. The successful candidate will be highly flexible, organized, and a strong multitasker on many levels, and relish the variety and unpredictability of juggling multiple projects and changing priorities. The Executive Assistant must be able to work well under pressure in a fast-paced environment and must partner closely with other team members to ensure close alignment and collaboration. The Executive Assistant must ensure discreet handling of all interactions with clients, candidates, etc. What You’ll Do Administrative • Arrange all scheduling, including but not limited to, candidate meetings and interviews, client meetings and interviews, business development meetings, assignment related meetings, internal meetings, video conferencing, etc., • Ensure consultant is fully prepared for meetings and presentations, including document and material preparation, provide meeting reminders, and ensure proper travel time as needed, etc., • Manage complex calendars and prioritize meetings/calls as needed., • Attend meetings and participate/take notes as needed., • Arrange and coordinate complex and detailed travel plans, itineraries, and agendas for both consultants and candidates. Compile documents for travel-related meetings., • Process expense reimbursements for consultants and candidates., • Compose, prepare, and edit confidential correspondence., • Perform additional administrative support activities, including but not limited to, fielding telephone calls, receiving and directing visitors, event planning, and other ad-hoc projects as requested., • Ensure that our global database is up-to-date and accurate; including but not limited to, all client/internal documents, client/candidate information, notes, emails, and appointments., • Hold additional office/reception responsibilities as needed to ensure the office is operating smoothly. Provides ad-hoc support to other Executive Assistants when requested to assist with work overflow as capacity allows, and as determined by Regional Administration Manager. Search Coordination & Business Development • Serve as client and candidate liaison assisting consultant in maintenance of daily search activities. Acts as the single point of contact for all key logistics matters., • Communicate directly, and on behalf of the consultant, on client, candidate, and internal mandates. Provides a bridge for smooth communication between the consultant and external/internal team members., • Take a proactive approach to assist with various client needs during a consultant’s absence., • Work closely and effectively with consultant and research stakeholders to ensure deadlines are met and client and candidate needs are served., • Produce high quality client and candidate deliverables, ensuring completion within designated timeframes. Successfully complete critical aspects of deliverables with a hands-on approach., • Prioritize conflicting needs; handle matters expeditiously, proactively, and follow-through on time-sensitive projects to successful completion., • Assist accounting department with billing, client invoicing, and receivables., • Build positive relationships and interface regularly with high-level executive candidates (Fortune 500 client executives & candidates) involved in highly confidential projects., • In partnership with the Consultant, create and own the process to drive the Consultant’s business development strategy., • Collaborate with consultant, research and others on the team in the production of high quality marketing presentations and materials and holds responsibility for the finalization of materials for pitches and events. Requirements What We’re Looking For • Bachelor’s degree preferred., • A minimum of 5 years’ experience serving in an administrative function, ideally within a professional services firm, with preference for financial institution or executive search firm experience., • Organized multi-tasker: able to manage multiple projects with set deadlines as time management, pattern recognition, prioritization, diligent attention to detail and judgment are critical in this role., • Resourceful problem solver: ability to work in ambiguous environments and comfortable with the unknown, as well as work well under pressure, solve problems., • Self-starter: highly motivated, excellent work ethic and self-assured, not easily thrown, able to think on your feet., • Strong communicator: Exceptional interpersonal and communication skills (both oral and written). Ability to interact professionally with executive stakeholders and colleagues alike., • Natural collaborator: desire to help foster and preserve a company culture where all are welcome, included, and given the opportunity to succeed. Collaborative team player, with a track record of maximizing the team as well as individual performance. About Us Egon Zehnder is the world’s preeminent executive search and leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose. We believe that together we can transform people, organizations and the world through leadership. Our Offices Since its founding in a Zurich townhouse in 1964, Egon Zehnder has grown to 67 offices in 37 countries. We have 2300 global employees and 450 US employees. Our U.S. Offices include Atlanta, Boston, Chicago, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, New York, Palo Alto, Philadelphia, San Francisco, Seattle, and Washington D.C. Benefits • 401k – company match and additional discretionary employer contribution, • Comprehensive Health Plan – medical, dental, vision, life insurance, long-term disability, • Employee Assistant program (EAP), • Paid parental leave, • Personal Time Off – paid vacation, sick time, volunteer days, • Paid holidays including week off between Christmas and New Year’s Salary • The salary range for this position is $85,000-$95,000 base + paid OT + discretionary bonus. Actual compensation will depend on several factors including but not limited to geographic location, education, work experience and skill level.

Job DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Job Description We are looking for a highly motivated Executive Assistant to join our Capital Advisory Banking team in New York. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role supports senior bankers managing complex client relationships, active transactions, and significant external stakeholder engagement. Success in this position requires sound judgment, proactive problem solving, and comfort operating with a high degree of autonomy. Qualifications: • A minimum of 5 years of experience as an Executive Assistant supporting multiple executives required. Experience in financial services a strong plus but not required., • This role is 100% in-office. Candidates must have the ability to work on site five days per week., • Experience supporting remote or distributed teams preferred., • Proven experience supporting multiple senior executives in a high-volume, deadline-driven environment., • Demonstrated ability to anticipate needs, spot issues before they arise, and execute with precision., • Time management and organizational expertise, with the ability to prioritize a diverse workload., • Strong written and verbal communication., • Desire to build strong interpersonal relationships through collaboration and teamwork., • Proficiency in MS 365, specifically Outlook, Word, Excel and PowerPoint., • Comfort managing and maintaining data integrity in CRM systems; experience producing internal reports a plus, • Ability to apply good judgment and appropriately handle sensitive or confidential information and situations., • Strong discretion and emotional intelligence when navigating sensitive internal dynamics and client-facing situations., • Ability to work overtime as needed., • Occasional travel in connection with firm events or conferencesDuties:, • Act as a trusted point of coordination for senior executives, ensuring priorities are organized and time is allocated effectively, • Manage complex calendars, internal and external meeting logistics, and scheduling conflicts across teams and time zones., • Coordinate domestic and international travel., • Own expense management end to end with accuracy, timeliness, and minimal oversight, • Maintain data in CRM system and produce analysis and reports as needed., • Prepare client invoices and track with accounting., • Assist with preparing, printing, and binding internal and external presentations., • Help coordinate internal and client-related events and conferences, including onsite oversight when necessary., • Identify team-building and volunteer opportunities and coordinate logistics when approved., • Contribute to a positive and energetic work environment., • Assist with coverage for other assistants during absences to ensure continuity of support.What we offer:, • Competitive salary, • Medical, Dental and Vision, • Company 401(k)and ESOP contribution, • Generous sick, vacation, and maternity/parental leave, • Paid holidays, • Professional Development Opportunities, • Tuition Reimbursement ($15,000 lifetime cap), • Discounted personal insurance including home, auto and recreational vehicles, • Charitable gift-matching program

It's a new day with a new opportunity at 8am! About the role: At 8am, we’re building the next generation of SaaS products that power how professionals work—from payments and compliance to client experience, mobile workflows, and core platform capabilities. As a Senior Software Engineer on our Engineering team, you’ll play a pivotal role in designing, building, and scaling technology used by hundreds of thousands of professionals across the U.S. This role spans a broad set of high-impact initiatives across our product ecosystem. You may work on evolving shared platform services (such as identity, authentication, and APIs), modernizing and scaling core web applications, building mobile experiences for professionals on the go, or shipping new customer-facing functionality that improves how professionals run their businesses. If you’re energized by solving complex technical challenges, collaborating closely with product and design, and shipping software that makes a real, tangible impact, you’ll thrive here. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: • Design and implement scalable web applications using modern frameworks such as Ruby on Rails, React, Node/NestJS, and NextJS, • Modernize existing applications to enhance user experience, performance, and long-term maintainability, • Utilize, contribute to, and evolve reusable UI component libraries, • Work closely with UX partners to design and ship intuitive, high-quality user experiences, • Contribute to core platform capabilities that support multiple products (e.g., identity, authentication, APIs, shared services), • Help define and evolve backend architectures that enable scalability, reliability, and sustainable growth, • Proactively identify and implement improvements to application performance, scalability, and maintainability, • Design, build, and maintain backend services and RESTful APIs, • Build or contribute to iOS and Android mobile applications using Expo / React Native, as applicable, • Evaluate and implement AI-powered features where they create meaningful customer and business value, • Stay current with emerging technologies and apply them thoughtfully to real-world problems, • Partner with product managers to assess trade-offs, identify risks, and align technical solutions with business goals, • Collaborate with engineers, designers, QA, DevOps, and cross-functional stakeholders to deliver outcomes—not just features, • Support software deployments through debugging, troubleshooting, and coordination with DevOps and QA teams, • Participate in Agile ceremonies including sprint planning, grooming, and retrospectives, • Mentor and coach other engineers, sharing best practices and helping raise the technical bar across the team, • Provide technical expertise in software architecture, design patterns, and maintainable system design About you: • Bachelor’s degree in Computer Science or a related field, or equivalent professional experience, • 7+ years of experience designing, building, and debugging large-scale, cloud-based applications (with flexibility for deeper senior-level experience), • Experience building production-grade applications with React, including reusable components, complex state management, and performance optimization, with comfort contributing across the full stack., • Professional experience building and maintaining backend services using Ruby on Rails (or deep experience with a comparable MVC framework)., • Solid understanding of SOLID principles, software design patterns, and scalable architecture, • Proficiency in SQL and experience working with relational databases such as PostgreSQL or MySQL, • Experience working in Agile / Lean product development environments (Scrum, Kanban), • Comfortable leveraging AI tools and technologies to improve workflows, productivity, or product capabilities, • Excellent communication, collaboration, and documentation skills, • Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation. Preferred Qualifications: • Experience designing and building distributed systems or shared platform services, • Familiarity with authentication and authorization standards (OAuth 2.0, OIDC, SAML), • Experience with asynchronous messaging systems (e.g., Kafka, AWS SQS), • Experience with cloud platforms such as AWS or Google Cloud Platform, • Experience with NodeJS, NextJS, and modern frontend technologies (Bootstrap, Tailwind), • Experience building mobile applications using Expo / React Native, • Experience deploying applications with Docker and Kubernetes, • Background building scalable SaaS products Additional Information The annual salary range for this position is $130,000 to $190,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Here’s how we support our 8Team: • Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees., • Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members., • Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents., • Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching., • Learning and Development: Continuous learning through ___, leadership programs, professional development funds, and individually focused talent development., • Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually)., • Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform. At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

It's a new day with a new opportunity at 8am! About the role: 8am is looking for a Senior Engineer to join our team of seasoned AI engineers who are delivering on the roadmap of AI features to enhance and expand our 8am suite of products. In this role, you will design and build AI-powered features that delight our customers, create new capabilities, and strengthen our platform. You will collaborate with engineers, product managers, and data scientists to bring cutting-edge AI into production, ensuring it drives meaningful business and customer outcomes. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: • Collaborate with product managers and stakeholders to translate business problems into AI-driven solutions., • Design, implement, and integrate AI features into existing 8am products., • Partner with the Data team to ensure the right data is collected, enriched, prepared, and staged for AI consumption and use., • Build and evaluate AI-powered services, from customer-facing prototypes to general availability to all our customers., • Write high-quality Python code to manipulate data, interact with large language models, and assess performance., • Develop tools and infrastructure to support reliable, scalable, and secure AI deployment., • Work with our cloud operations team to deploy AI features, monitor their impact, and continuously improve them. About you: • 5+ years of professional software engineering experience, ideally in full stack SaaS application development or backend., • Proven track record of building and deploying production-ready AI/ML services., • Hands-on experience with LLM frameworks, platforms and related tooling., • Strong Python development skills and familiarity with data manipulation and evaluation workflows., • Experience building scalable data infrastructure and integrating models into broader SaaS systems., • Experience working in AWS cloud environments and with modern DevOps practices., • Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation. Nice to Have: • Bachelor’s degree or higher in Computer Science, Engineering, or a related technical field., • Experience fine-tuning and optimizing Large Language Models (LLMs)., • Experience integrating AI into streaming or real-time data flows., • Background in Natural Language Processing (NLP)., • Exposure to fintech or the legal industry. Additional Information The annual salary range for this position is $150,000 to $175,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Here’s how we support our 8Team: • Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees., • Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members., • Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents., • Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching., • Learning and Development: Continuous learning through ___, leadership programs, professional development funds, and individually focused talent development., • Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually)., • Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform. At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

Join us on the journey to get to net zero At Carbon Direct, we dedicate our scientific, software, and business expertise to empower organizations around the world to take climate action. Our Mission Enable organizations to reduce, remove, and utilize their emissions with carbon science We are a purpose-driven carbon management firm dedicated to helping organizations around the world reach their climate goals. We make carbon science accessible and actionable with our end-to-end platform. Global citizens with global impact Whether a scientist, developer, or carbon markets expert, we are united by our mission to take climate action now. We are experts in our fields and we act with confidence. Located across 4 countries and in states all across the U.S., we offer both remote-friendly work options and dynamic, in-person experiences with offices located in Seattle, WA, Oakland, CA, and NYC. Diverse backgrounds bring diverse perspectives We recognize that teams with diverse backgrounds and different experiences are powerful. Bringing together a variety of perspectives only enhances how we can effectively address the climate crisis. Together, we are creating an environment where everyone is celebrated and anyone can succeed. Overview Carbon Direct is seeking a highly skilled and motivated Hybrid Decarbonization Scientist to join our team. In this role, you will be responsible for supporting deep diligences and conducting scientific assessments of decarbonization technologies, strategies, and projects. You will play a critical role in ensuring the scientific rigor and integrity of our advisory services, working closely with clients to evaluate solutions that effectively reduce greenhouse gas emissions. A significant part of this role involves translating deep expertise in Bioenergy with Carbon Capture and Storage (BECCS), biomass with carbon removal and storage (BiCRS), and biochar projects into recommendations for a range of clients. Responsibilities • Support comprehensive scientific evaluations of hybrid decarbonization technologies and strategies, including BECCS, BiCRS, and biochar., • Perform in-depth technical and operational due diligence on decarbonization projects and initiatives to assess feasibility, risks, and potential impact., • Conduct life cycle assessments (LCAs) to evaluate the environmental performance and carbon accounting of decarbonization projects, ensuring methodological rigor and alignment with industry standards., • Apply expertise in sustainable biomass sourcing principles and supply chain considerations to evaluate feedstock viability and environmental integrity for relevant projects., • Develop and maintain a deep understanding of the latest advancements in climate science, technology, and policy relevant to decarbonization efforts., • Collaborate with cross-functional teams, including engineers, economists, and policy experts, to integrate scientific insights into client recommendations and strategies., • Prepare detailed reports, presentations, and technical documents to communicate findings and recommendations to clients and stakeholders., • Stay abreast of emerging trends and developments in the field of decarbonization, participating in conferences, workshops, and professional networks to continuously enhance expertise. Qualifications • Proven experience in conducting scientific research and assessments in the field of decarbonization, with a strong track record of published or disseminated work., • Ph.D. or Master’s degree in a relevant field such as Environmental Science, Climate Science, Engineering, or a related discipline (not required, but nice to have)., • Extensive knowledge of decarbonization technologies and strategies, including their technical, economic, and environmental aspects., • Ability to effectively interface with external clients and internal stakeholders, providing excellent, responsive service, • Specific expertise in BECCS and biochar projects, including their development, implementation, and assessment., • Strong analytical and problem-solving skills, with the ability to conduct rigorous technical and financial evaluations., • Excellent communication skills, both written and verbal, with the ability to effectively convey complex scientific concepts to diverse audiences., • Demonstrated ability to work collaboratively in a multidisciplinary team environment., • Proficiency in relevant software and tools for data analysis, modeling, and simulation., • Commitment to staying current with industry trends, scientific advancements, and best practices in decarbonization., • Experience in consulting or advisory roles, particularly in the climate or environmental sectors., • Project management skills, with the ability to manage multiple projects and priorities effectively. Salary Range $133,000-$163,000 a year Benefits While we love our work, our lives aren’t defined by it. At Carbon Direct, we offer a robust benefits package that considers the whole person, their partners, and their families – and we’re always looking to improve. Our U.S. benefits* include: • Comprehensive nationwide medical, dental, and vision coverage. ___., • Time off as needed: Flexible vacation policy and ten company-wide holidays, plus annual winter break between Christmas and New Year's, • 16 weeks of fully paid parental and family leave with no tenure requirement, • Remote-friendly work culture with annual company-wide retreats, • Reimbursement for your work-from-home setup and monthly work-from-home stipend *Please note that the benefits described apply to ___ employees only. For our international employees, our benefits package varies by each country and its statutory requirements. Equal Opportunity Employer Carbon Direct is an equal opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, national or ethnic origin, disability, marital status, veteran status, or any other occupationally irrelevant criteria. We adhere rigorously to our equal employment opportunity policies in connection with all employment decisions, including hiring, compensation and promotion.

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Data & Automation Developer will have expertise in Microsoft Azure, Power Automate, Python, SQL, and API integrations to lead the design and implementation of scalable business applications. This role is ideal for someone who thrives on solving complex problems, automating processes, and delivering secure, high-performance solutions that connect systems and streamline operations. The Senior Data & Automation Developer will play a key role in both hands-on development and technical leadership, mentoring junior team members while ensuring projects align with business goals and best practices. Responsibilities • Design, develop, and maintain scalable applications and integrations across cloud and on-premises environments, • Build, optimize, and automate workflows using Power Automate to improve business processes, • Develop robust Python applications for data processing, automation, and backend services, • Write efficient SQL queries, stored procedures, and scripts to manage and analyze complex datasets, • Design and implement secure and reliable API integrations between internal and external systems, • Deploy, manage, and monitor applications in Microsoft Azure environments – specifically Function Apps, • Collaborate with cross-functional teams to gather requirements and translate them into technical solutions, • Ensure application security, performance, and scalability best practices are followed, • Provide technical leadership, mentor junior developers, and support peer code reviews, • Stay up to date with emerging technologies and recommend solutions to improve system efficiency, • Other duties as assigned Knowledge, Skills and Abilities • Strong hands-on experience with Microsoft Azure services (App Services, Logic Apps, Functions, Azure SQL, etc.), • Proven expertise in Power Automate workflow development, • Proficiency in Python for automation, data processing, and backend development, • Advanced SQL skills, including query optimization and database design, • Experience in RESTful API design, integration, and troubleshooting, • Solid understanding of application security, authentication, and authorization standards (OAuth, Azure AD, etc.), • Experience with Agentic AI platforms such as Copilot Studio or ChatGPT Agent, • Strong problem-solving and analytical skills, • Excellent communication and collaboration abilities, • Experience with Git, CI/CD pipelines, Azure DevOps and DevOps best practices preferred, • Familiarity with Power Platform (Power BI, Power Apps) preferred, • Knowledge of containerization (Docker, Kubernetes) preferred, • Experience mentoring or leading a small development team preferred, • Post-secondary education in the field of computer science, information systems, networking, information security, or related discipline, • 5+ years of professional software development experience, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Wellness Resources, • Four (4) weeks PTO, • Twelve (12) paid holidays, of which three (3) are floating holidays Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

At ___, we’re a team of entrepreneurs on a mission to make real business education available to everyone. There are 34 million small and medium businesses in the United States. They’re the backbone of the economy, but many will never reach their full potential because the education available to them is outdated, impractical, and built for classrooms instead of companies. We’re fixing that by giving founders and business owners the tools, knowledge, and support they need to grow. The proof is in our results: * Built an Advisory Practice that’s already served more than 3,500 clients in its first year * Broke the world record for non-fiction book sales in 24 hours with___ * Scaled to nine figures in 18 months without any outside capital * We believe in high standards, hard work, and helping others win. If that resonates, you’ll feel at home here. ___ is seeking a Revenue Manager to own and scale our end-to-end revenue accounting function. This role is responsible for ensuring accurate, GAAP-compliant revenue recognition across an expanding mix of products and revenue streams. As we continue to grow and innovate, the Revenue Manager will design and implement scalable revenue recognition, billing, and deferred revenue processes in accordance with ASC 606. You’ll work cross-functionally with Accounting, Technology, Sales, Operations, Client Success, and Leadership to ensure new offerings are structured thoughtfully from a revenue and systems perspective—balancing speed with strong financial controls. This role is ideal for someone who combines strong technical accounting judgment with operational curiosity and a willingness to build alongside the business. Revenue Ownership & Recognition * Own revenue recognition across all revenue streams, including workshops, books, content and emerging products/services. * Ensure compliance with GAAP and ASC 606, including identification of performance obligations and appropriate revenue timing. * Review and approve deferred revenue schedules, amortization logic, and revenue journal entries prepared by the Revenue Specialist. * Partner with the CFO and Controller on monthly and quarterly close to ensure revenue, accounts receivable, deferred revenue, and related balances are accurate and well supported. * Serve as the escalation point for complex revenue questions, contract structures, and edge cases. Accounts Receivable & Deferred Revenue Management * Partners with billing to understand accounts receivable processes, including billing logic, payment application, aging analysis, and reconciliation to revenue. * Ensure accurate setup and maintenance of deferred revenue schedules tied to customer contracts and delivery timelines. * Design and maintain deferred revenue roll-forwards and supporting schedules at a customer and product level. * Collaborate cross-functionally to ensure operational data (event dates, delivery milestones, inventory fulfillment) supports accurate revenue recognition. Inventory & Cost Accounting (as applicable) * Partner with Accounting and product fulfillment to ensure inventory-based revenue and related balances are accurately reflected in the general ledger. * Ensure inventory, event, and bundled offering costs are recognized in the appropriate period and properly matched to revenue. * Review book shipping and fulfillment data to calculate weighted-average unit costs and recognize inventory expense as COGS upon shipment or delivery. Systems, Data & Process Design * Own the reconciliation between HubSpot, QuickBooks, and supporting tools (e.g., Zapier), ensuring clean and auditable data flows. * Design scalable processes to support new revenue streams as they are launched. * Improve automation, reporting, and documentation around revenue recognition and deferred revenue. * Identify gaps or risks as the business grows and proactively design solutions. Operational Oversight & Support * Provide leadership with clear visibility into revenue by customer, product, and period. * Provide day-to-day direction and review for VA support resources, ensuring revenue-related data, schedules, and reconciliations are accurate and complete. * Establish clear processes, controls, and documentation to support a scalable and audit-ready revenue function. * Partner with Accounting and external advisors to ensure accurate sales tax treatment, system setup, and reconciliation of sales tax liabilities related to revenue activity. * Bachelor’s degree in Accounting, Finance, or a related field. * 5–7 years of progressive experience in revenue accounting. * Strong expertise in: * Accounts receivable * Deferred revenue * ASC 606 / GAAP revenue recognition * Accrual accounting * Experience managing or mentoring accounting staff * Experience reconciling revenue across systems (e.g., CRM to ERP/accounting system). * Strong Excel skills (amortization schedules, reconciliations, analysis). * Comfort operating in a fast-moving, evolving environment. * Willingness to be hands-on and build processes, not just review them. * Experience with HubSpot, Salesforce, QuickBooks, Rillet or similar CRM/accounting integrations. * Exposure to multiple revenue models (events, subscriptions, inventory, milestone-based revenue). * Experience supporting rapid growth or newly launched revenue streams. * CPA or CPA-track (nice to have, not required). * Accurate, timely, and GAAP-compliant revenue recognition across all revenue streams * Clear visibility into AR, deferred revenue, and revenue timing * Scalable revenue processes that can support rapid growth and new offering * Remote, USA * Must live in one of the states we’re registered to operate in: AL, AZ, CA, FL, GA, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OR, PA, TN, TX, UT, WA * Monday-Friday 8am - 6pm PST with flexibility based on business needs * $110K-$140K annual salary We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: * Flexible Unlimited Paid Time Off and Company-wide Holidays * Employer sponsored Medical, Dental, & Vision plans * $1,950 annual Employer HSA contribution * FSA options including dependent care * Employee assistance program and mental health resources * Employer match program for 401(k), eligible for both Traditional and Roth accounts * $1,200 annual wellness reimbursement through ___ that supports health, family care, pet care, fitness, and more! * For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas • Benefits eligibility applies only to full-time roles. Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

Company Description JBA Equities, founded in 2018 and based in New York City, is a boutique Capital Advisory firm specializing in creative and tailored financing solutions. The company has successfully closed over $1 billion in financing transactions across the United States. Leveraging deep market expertise, strong industry relationships, and innovative structuring capabilities, JBA Equities provides exceptional financial advisory services. The firm serves clients across diverse asset classes and is committed to excellence in every project. Role Description JBA Equities LLC is seeking a highly organized, proactive, and detail-oriented Operations Manager to oversee and streamline the firm’s day-to-day business, financial, and administrative operations. This role sits at the center of the organization, working closely with leadership to ensure efficient execution across finance, transactions, investor relations, and internal operations. The ideal candidate is both strategic and hands-on—capable of managing high-level initiatives while also executing on detailed operational tasks in a fast-paced real estate investment environment. Qualifications • 3+ years of experience in administration, operations, or real estate-related roles, • Strong understanding of financial reporting, budgeting, and basic accounting principles, • Experience in commercial real estate or investment environments preferred, • Highly organized with exceptional attention to detail, • Strong communication and interpersonal skills, • Ability to manage multiple priorities in a fast-paced environment, • Proficiency in Microsoft Excel and general business software tools

Please connect with me on LinkedIn as well ___ Job Title: Billing Director Location: New York, NY 10019 Salary/Payrate: $250K-$315K annually, bonus and AWESOME benefits!!! Work Environment: Hybrid (#1 of days WFH) Term: Permanent / Fulltime Bachelor’s degree required: Yes Referral Fee: AMS will pay $1,000 should the person you refer gets hired Job Description: Our client, an AMLaw 50 firm, is looking to hire a Legal Billing Director at their offices in Midtown Manhattan. This is a full time, direct hire role paying an annual base salary of $250K to $315K plus a performance-based bonus and competitive benefits package. The Billing Director is a senior leadership role responsible for overseeing the firm’s core billing operations, governance, and billing systems strategy at a top‑tier AMLaw firm. This role ensures accurate, timely, and compliant billing execution while partnering closely with firm leadership, partners, Pricing, Revenue Management, Collections, and eBilling to support revenue realization and client satisfaction. The Billing Director provides strategic oversight of people, process, and systems, with deep expertise in Aderant Expert, and plays a critical role in advancing billing transparency, operational efficiency, and client service in a complex, high‑volume environment. Responsibilities Billing Operations & Governance • Provide firmwide leadership over the end‑to‑end billing function, ensuring consistent execution of billing policies, standards, and controls across all practice groups and offices., • Oversee the monthly billing close process, including prebill governance, billing timelines, escalation protocols, and quality assurance., • Ensure billing practices align with approved rate structures, fee arrangements, client engagement terms, and firm policy., • Serve as the senior escalation point for complex billing issues involving partners, high‑profile clients, or firm leadership. Leadership & Team Management • Lead, mentor, and develop Billing Managers, Supervisors, and Billing Specialists, fostering a high‑performance, service‑oriented culture., • Establish staffing models, performance expectations, and training standards across the billing organization., • Partner with the Associate Director of eBilling to ensure seamless coordination between traditional and electronic billing workflows, including shared standards, escalation protocols, and cross‑functional communication., • Support succession planning and organizational development within the billing function. Systems & Technology (Aderant Ownership) • Serve as the firm’s senior billing systems leader, with overall ownership of Aderant Expert billing configuration, controls, and optimization., • Partner with Financial Systems to enhance billing workflows, reporting, and system governance., • Partner with Data Governance to oversee rate setup logic, billing templates, matter maintenance standards, and system‑driven billing rules to ensure accuracy and consistency., • Drive system‑enabled efficiencies while maintaining data integrity and audit readiness. Pricing & Rate Alignment • Partner with Pricing to ensure rate and fee arrangements are accurately reflected in billing, including system setup, billing workflows, and client invoices., • Support implementation of approved rate changes, alternative fee arrangements, and client‑specific billing terms in coordination with Pricing and Revenue Management. eBilling Partnership • Partner with the Associate Director of eBilling to align electronic billing practices with firm billing policies, rate strategy, and client requirements., • Collaborate on billing initiatives that impact eBilling, including rate changes, new client onboarding, billing policy updates, and system enhancements., • Participate jointly in escalations involving significant client billing issues or policy exceptions. Partner & Client Advisory • Act as a trusted advisor to partners on billing strategy, invoice presentation, and resolution of complex billing matters., • Collaborate with partners and Finance leadership to address sensitive client billing concerns and support strong client relationships. Reporting, Controls & Process Improvement • Develop and deliver billing metrics, dashboards, and performance reporting for Finance leadership and firm management., • Establish, document, and maintain billing policies, procedures, and internal controls., • Lead billing‑related process improvement initiatives to reduce cycle times, minimize billing friction, and improve the client experience. Qualifications & Experience • Bachelor’s degree in Accounting, Finance, Business, or a related field required., • 10+ years of progressive law firm billing experience, including senior leadership responsibility within a large, multi‑office firm., • Extensive hands‑on experience with Aderant Expert required., • Strong understanding of legal billing practices, rate structures, fee arrangements, and billing governance., • Proven experience managing large teams in a high‑volume, partner‑driven environment., • Excellent communication, judgment, and relationship‑management skills, with credibility at the partner and executive level.

Roth&Co is a top 150 accounting and advisory firm providing tax, audit, and business consulting services. With over 250 professionals across five global offices, we bring proven expertise and trusted leadership to every engagement, serving clients in real estate, healthcare, government, not-for-profit, and commercial sectors. Recognized by Inside Public Accounting as one of the fastest-growing firms of 2025 and by Accounting Today as a Mid-Atlantic Regional Leader and Firm to Watch, we tailor our services to each client’s unique operations, risks, and financial reporting needs. Overview The Executive Assistant will provide high‑level support to the Head of the Tax Department, ensuring smooth operations, organized communication, and proactive coordination across the department. This role blends administrative support, light operational oversight, and hands‑on help with scheduling, follow‑ups, and departmental organization. The ideal candidate is dependable, organized, pleasant to work with, and comfortable managing both professional and personal scheduling needs. Key Responsibilities Executive Support • Manage the department lead’s work and personal calendars, ensuring proactive scheduling and prioritization., • Review incoming emails, flag priorities, and create organized to‑do lists., • Keep the department lead on track with reminders, call lists, and follow‑ups., • Help ensure timely responses to internal and external communications., • Maintain the department lead’s personal tracking tools (including HubSpot) with accurate, up‑to‑date information., • Serve as a responsive point of contact on behalf of the department lead. Department Coordination • Monitor department metrics, reporting, and hours, identify anomalies or issues that stand out, and ensure they are addressed promptly., • Assist in light work‑allocation conversations by keeping track of who is overloaded or available., • Support billing and AR follow‑up for the department lead (not collections)., • Ensure proposals, engagement letters, and job value documentation are prepared and completed on time. Meetings & Logistics • Ensure all meetings are properly scheduled and prepared for - including agendas, materials, conference rooms, technology, and food when needed., • Send calendar invites, manage RSVPs, and coordinate logistics., • Prepare summaries and track follow‑up items after meetings., • Be available during key times to handle follow‑ups and keep momentum moving. Documents & Administrative Support • Draft and format proposals, engagement letters, emails, and other documents., • Maintain organized digital files, templates, and department resources., • Support light data tracking or reporting as needed. Technology & Systems • Use Outlook, Excel, Teams, and other firm tools comfortably., • Open to learning new systems and processes as needed., • Coordinate with IT when technology support is required. Skills & Attributes • Highly organized, reliable, and able to manage multiple priorities., • Proactive - anticipates needs and stays ahead of deadlines., • Warm, pleasant, and professional in communication., • Comfortable with technology and willing to learn new tools., • Strong follow‑through; ensures nothing falls through the cracks., • Discreet and able to handle sensitive information., • Calm under pressure and adaptable to shifting priorities. Experience • 2–4 years supporting a senior leader, partner, or executive., • Experience with scheduling, email management, and administrative coordination., • Comfortable with Microsoft Office (especially Outlook and Excel)., • Experience preparing client‑facing documents is a plus., • Familiarity with CRM tools (like HubSpot) is helpful but not required.

Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you’ll be part of a team that leverages world-class analytics and deep reinsurance expertise to deliver strategic advisory services and transactional excellence. Together, we transform advanced insights and market intelligence into strategies that protect businesses, drive performance, and shape the future of reinsurance. We’re a community of decision makers, future shapers, and trusted experts working side by side to deliver meaningful impact through innovative thinking and practical solutions. At Gallagher Re, your curiosity is welcomed, your growth is championed, and your work truly matters. This is a place where you'll have the freedom to explore new ideas, take ownership of your career, and collaborate with people who are as driven and inquisitive as you are. Overview Gallagher Re generates tremendous intellectual property through its access to data, analytics and industry relationships. Deploying this IP to clients and publishing it through thought leadership are key avenues through which Gallagher Re adds value to clients and promotes our brand name generally. Many of our publications are widely recognized as industry benchmarks, reinforcing Gallagher Re’s reputation as a thought leader and driving meaningful impact within the sector. There is a significant opportunity to elevate and expand our market research capabilities. The Director of Market Research will be a key architect in developing and executing this strategy to support the Gallagher Re brand name and add value to our clients directly. You will lead market research within our Global Strategic Advisory team, in particular owning our cornerstone Quarterly Market Insights product and other ad hoc thematic research. You will also have specific responsibility for the firm’s flagship macro publications including First View. You will collaborate with the firm’s Products & Practices unit on joint initiatives and with the firm’s Marketing team in terms of publication and dissemination of these publications. This initiative is a top priority for the firm, with the full support and engagement of Gallagher Re’s senior leadership. This role is pivotal in shaping the firm’s intellectual capital, supporting client advisory and positioning Gallagher Re as a thought leader in the global reinsurance market. We are looking for a candidate who will be proactive and a self-starter. At Gallagher Re we foster a collaborative, client-centric environment, and you will have the tools, resources, and support needed to excel and thrive. Operating within Global Strategic Advisory (GSA), you will be connected across the firm including access to an internal network of senior executives and our world-leading data and analytics platform. How you'll make an impact • Lead Market Research for Global Strategic Advisory, including our cornerstone Quarterly Market Insights product, • Deliver client-specific advisories on thematic trends and market conditions, • Collaborate with senior leaders across Gallagher Re, particularly Products & Practices and Marketing, to produce world-class research on key industry thematics., • Specific responsibility for the firm’s flagship publications including First View., • Work with GSA leaders to develop new industry research based on in-house intellectual property., • Lead idea generation on and execute other macro publications that are relevant to the firm’s overall strategic priorities., • Provide actionable insights to brokers, clients, and senior leadership in support of relevant published materials, sales campaigns and industry conferences., • Collaborate with analytics and broking teams across the firm to integrate quantitative and commercial insights into research outputs., • Partner with client-facing teams to tailor insights for key accounts and strategic pitches., • Act as a senior spokesperson on market trends and industry developments., • Foster a culture of curiosity, rigor, and innovation., • These duties emphasize clarity, leadership, and strategic coordination. About You Experience and Skills • University degree with a demonstration of a strong analytical background, such as a degree in Economics, Finance, Risk Management, Actuarial Science, or related field., • 10+ years of experience in insurance/reinsurance, financial services, or strategic research., • Proven track record in leading research or business intelligence functions, within a strategy role or as an equity or credit research analyst., • Strong understanding of reinsurance structures, capital markets, regulatory and accounting frameworks, and an ability to see insurance companies and the industry holistically., • High levels of financial literacy., • Exceptional writing, editing, and presentation skills., • Ability to translate complex data into compelling narratives for diverse audiences., • Comfortable engaging with C-suite executives and external stakeholders., • Track record in leveraging data visualizations to drive a story/strategy. Leadership / Management / Behavior • Ability to demonstrate strategic thinking and value add at a senior level., • Analytical Thinker – comfortable with complex data and translating it into meaningful insights., • Collaborative Leader – skilled at cross-functional engagement and team development., • Detail-Oriented – intellectually rigorous, high standards for accuracy, clarity, and quality in all outputs., • Adaptable – Curious, and thrives in a fast-paced, evolving global environment., • Commercially aware and client focused., • Resilient under pressure and adaptable to changing priorities., • Cultural awareness and the ability to successfully influence and engage colleagues and leaders in a matrix structure within a multi-cultural and multi geographical business., • Strong communicator and presenter with effective interpersonal and influencing skills at all levels., • Experience of working in a global, matrix-managed organisation, with the upmost integrity and confidentiality. Gallagher Behaviors: Leading Self • Leading Self - Focuses on how we lead ourselves and react to situations., • Integrity and Trust - Focuses on doing the right thing and taking personal responsibility. Leading Others and Relationships • Builds Relationships and Networks - Focuses on building diverse networks and accepting difference., • Collaborates - Focuses on sharing, supporting and being inclusive to achieve mutually beneficial outcomes., • Communicates and Influences - Focuses on clear communication, influencing and negotiating. Leading Results • Client Excellence - Focuses on understanding and meeting the needs of internal and external clients for now and the future of a long-term relationship., • Drive for Results - Focuses on performance and removing obstacles to achieve results. Leading the Business • Business Acumen - Focuses on analyzing and solving problems., • Strategy - Focuses on strategic thinking and understanding broader context affecting Gallagher and the industry., • Innovation - Focuses on creative thinking, generating new ideas and embedding the necessary change. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program We value inclusion and diversity ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Where Conviviality is at work. Pernod Ricard is a global premium spirits and wine company. We're the team behind leading brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu, Kahlua Liqueur, The Glenlivet Gin, and Skrewball whiskey, as well as many more superior wines and exquisite champagnes! Working at Pernod Ricard is all about igniting conviviality in all that we do. Derived from the French word, convivialite...it means human connection, authenticity, friendly, and jovial. Conviviality is energy and spirit with a splash of je ne sais quoi and is a core philosophy around how we live and work at Pernod Ricard. Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business! The salary range for this role, based in New York, is $139,000.00 to $173,800.00. The range may vary if the role outside of this location. Base salaries are determined during our interview process, by assessing a candidate'sexperience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: This role plays a critical part in driving financial reporting integrity, performance management, and strategic decision support for the Gosling-Castle Partners entity. The Senior Finance Manager ensures accurate and timely financial reporting, leads budgeting and forecasting processes, and supports compliance with the contractual obligations of this partnership. This person also serves as a key business partner to senior leadership and the Gosling-Castle Partners Board, supporting the global development of the Goslings Rum and Goslings Ginger Beer brands. Through strong analytical rigor and cross-functional collaboration, this role enables informed decision-making and supports the sustainable growth of the Goslings brand. Who will love this job: This role is a strong fit for someone who enjoys combining financial rigor with strategic partnership and business influence. You will thrive here if you are analytical, detail-oriented, and comfortable navigating complex financial structures while working across multiple functions. This is an opportunity for someone who can move easily between reporting, planning, and business advisory work, while communicating clearly with senior leadership and board-level stakeholders. It is especially well suited for a finance professional who enjoys supporting brand growth through strong insights, collaboration, and sound decision support. What you'll do: Financial Management * Lead end-to-end financial performance management for the Gosling-Castle Partners entity, including monthly profit and loss ownership, performance analysis, and recommendations to leadership. * Prepare and present materials for quarterly board reviews and support the Gosling-Castle Partners Board and Gosling family with ad hoc financial requests and analysis. * Oversee export, direct-to-retailer, and intercompany financial flows to ensure profitability and alignment with the global growth strategy. Budgeting and Forecasting * Lead the annual strategic planning, budgeting, and reforecasting cycles for the Gosling-Castle Partners entity and the Gosling's Rum brand, ensuring alignment with market opportunities, commercial objectives, and brand priorities. * Partner with Marketing and Commercial leaders to manage annual marketing and commercial budgets and support effective resource allocation to drive brand growth. Business Integration and Development * Partner with the Mergers and Acquisitions Integration team to support the financial and commercial integration of Gosling-Castle Partners into the broader Pernod Ricard organization, including alignment of systems, reporting standards, and processes. * Support the development of new business capabilities, including market expansion, commercial programs, innovation, and operational improvement initiatives. Partnership and Strategic Support * Act as a strategic finance partner to Operations, Supply Chain, Marketing, Commercial, and Innovation teams, providing financial leadership that supports decision-making and resource allocation. * Drive cross-functional alignment through insights, key performance indicator tracking, and financial leadership across key initiatives for the Gosling's brand and the Gosling-Castle Partners entity. What's in it for me? Being part of an inclusive and diverse company where professional development and internal career mobility is front-and-center to our talent strategy. This means your career at Pernod Ricard has many possibilities. You'll be part of a culture that celebrates the rich diversity of our people across the globe and be part of our long-standing commitment to making exceptional products, giving back to our communities, and honoring our responsibility to preserve the environment. Required Qualifications: * Bachelor's degree in Finance, Accounting, or a related field. * 5+ years of financial management experience * Proven ability to own monthly financial performance reporting, including profit and loss management and performance analysis. * Demonstrated experience leading annual budgeting, forecasting, and reforecasting processes. * Ability to support senior leadership with financial insights, presentations, and decision support. * Experience working cross-functionally with teams such as Marketing, Commercial, Operations, or Supply Chain. * Strong understanding of complex financial structures, including intercompany or multi-flow financial activity. * Proficiency in financial software and reporting tools. * Ability to travel up to 10%. When you join Pernod Ricard, you'll experience a workplace that is rich in heritage, driven by our iconic brands and a long-standing commitment to sustainability, safety, and giving back to the people and communities where we work. We know that happiness at work starts with that feeling of belonging you get from an inclusive culture where being uniquely you is celebrated. Our values are lived, they drive our behaviors, and it's what brings our ___. Our work philosophy celebrates the magic of human connection with the flexibility needed to provide one's most meaningful contribution. We offer a flexible work policy, with most of our positions offering a hybrid option with flexibility to work remotely 2 days a week. As a global employer, we understand that not everyone's working hours are the same, and we empower our employees to work the hours that make the most sense for them and their team's schedules. We offer employees great benefits and perks to toast to a life filled with support. Check out ___ for details. This recruitment process uses artificial intelligence (AI) tools to match applicant skills with role requirements and qualifications. Pernod Ricard USA is an Equal Opportunity Employer. It employs qualified individuals based solely on ability, training, and experience, and does not and will not, discriminate for or against any employee or applicant for employment or promotion based upon actual or perceived race, color, religion, sex, age, disability, national origin, citizenship, marital status, sexual orientation, gender identity, genetic information, military service or any other classification protected by law. Offers will be subject to United States local terms. Pernod Ricard USA is committed to the full inclusion of all qualified individuals. As part of this commitment, Pernod Ricard USA will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. To request reasonable accommodation during the application process, contact us at ___. Job Posting End Date: Target Hire Date: 2026-06-08 Target End Date:

• Job Type: Officer of Administration, • Regular/Temporary: Regular, • Hours Per Week: 35 Reporting to the Managing Director, the Senior Associate Director, Faculty Engagement and Program Strategy serves as a senior programmatic leader to faculty and Initiative leadership. This role contributes to the strategic development and integration of the faculty-facing portfolio, through leadership priorities, and long-term program strategy within the broader AI in business initiative. The Senior Associate Director ensures coherence, quality and alignment across AIB activities through strategic oversight and collaboration with AIB Directors and operational teams, and serves as a primary point of contact for faculty, supporting the advancement of planned initiatives. This role requires significant independent judgment, influence without authority, and the ability to operate at both strategic and tactical levels to advance AIB's mission. The AI in Business Initiative, formerly known as the Digital Future Initiative, will catalyze AI-related research and teaching across CBS, powering solutions for teaching, learning and industry that bridge the gap between theory and practice, harnessing AI technology in ways that are both innovative and scalable. Across industries and sectors in functions as varied as marketing, finance, operations, accounting and product development, AI is changing how business happens. Columbia Business School's new AI in Business Initiative aims to drive the research, education and collaborations that will shape the practice of business in the AI age. About Columbia Business School For over a century, Columbia Business School has helped develop leaders and builders of enterprises who drive value for their stakeholders and society at large through our MBA, MS, PhD, and Executive Education programs. We are equally committed to cultivating new scholars and teachers, and to creating and disseminating pathbreaking knowledge, concepts, and tools which advance the understanding and practice of management through our faculty research and PhD programs. Our vision is simple: to develop ideas and leaders that transform the world - from the very center of business. Our ever evolving curriculum, featuring pioneering courses, STEM certification, and immersive experiential learning, prepares students to excel in key areas such as digital transformation, entrepreneurship, and innovation, twenty first century finance, the intersection of business and society, and climate and sustainability. Responsibilities Faculty Engagement and Curricular Pathway Support * Under the direction of the Managing Director, supports the planning and coordination of the Initiative's educational activities, as needed, including alignment with faculty priorities and integration with broader AIB programming. * Provides support and alignment between faculty-led initiatives, co-curricular programming, and other AIB activities, strengthening coherence and impact across the faculty-facing portfolio. * Serves as a primary faculty-facing partner for AIB initiatives, exercising independent judgment to advise on timing, scope, sequencing, and feasibility of proposed activities in alignment with institutional priorities and capacity. * Owns follow-up planning and execution after faculty discussions, translating agreed priorities into actionable plans, timelines, and deliverables, and coordinating directly with faculty and internal partners to move initiatives forward. * Develops and implements operational frameworks and processes to support faculty participation, research prioritization, and cross-faculty collaboration within AIB. * Ensures coherence and alignment among program elements, avoiding duplication and optimizing sequencing, resourcing, and impact. * Leads complex, cross-functional initiatives requiring coordination across academic departments, centers, and administrative units. * Supports faculty labs and research initiatives by coordinating programmatic needs such as postdoctoral engagement, proposal workflows, onboarding of new labs, and alignment of lab activities with AIB priorities and resources. Thought Leadership Execution * Oversees execution of AIB's thought leadership initiatives, including academic conferences, signature events, research-related convenings, and partnerships, ensuring alignment with institutional priorities and available resources. * Manages speaker outreach, agenda development, event logistics, vendor relations, marketing and publicity, post-event evaluation and other duties as required. * Supports the translation of faculty research into scalable outputs, including conferences, reports, practitioner-facing content, and external partnerships that advance AIB's mission and visibility. * Contributes to the development of multi-year content themes and intellectual priorities aligned with emerging trends in AI, digital transformation, and technology-driven disruption. * Partners with School communications, media, and external relations teams to amplify faculty research and AIB outputs to global audiences. * Ensures intellectual rigor, brand alignment, and high production quality across all thought leadership assets. Communications and Engagement Support * Collaborates with Center colleagues and School partners to support communications related to faculty-facing programming, including website updates, newsletters, email campaigns, and social media content. * Assists with program-related marketing and content development to ensure strong participation, clear messaging, and alignment with AIB's brand. * Partners with alumni relations and external affairs teams to develop faculty-driven alumni programming, convenings, and engagement strategies. * Cultivates relationships with industry partners, sponsors, and collaborators to advance AIB's research, thought leadership, and programmatic goals. * Represents AIB in cross-functional and cross-university discussions with internal stakeholders and external collaborators, ensuring alignment and effective follow-through on faculty-driven initiatives. Budget & Financial Oversight * Collaborates with the Managing Director to develop and monitor the Initiative's annual budget. * Tracks revenue and expenses; performs monthly reconciliations; prepares reports on variances. Data & Reporting * Maintains and updates alumni and industry contact databases * Works with the Initiative's Managing Director to produce reports and documents for internal and external constituencies including Advisory Board updates, donor reports, alumni/industry briefings, and School-wide strategy materials. Other * Performs other related duties and special projects as assigned. Minimum Qualifications * Bachelor's degree required; advanced degree preferred. * Minimum of four years of experience in program management, higher education administration, research centers, think tanks, or related environments. * Demonstrated experience partnering with faculty or subject matter experts in complex, matrixed organizations. * Strong analytical and conceptual skills with the ability to synthesize complex ideas into actionable programs. * Excellent written, visual, and oral communication skills, * Strong organizational and project management skills with the ability to manage multiple projects simultaneously in a fast-paced environment. * Ability to work independently while exercising sound judgment, discretion, and professionalism. Strong interpersonal skills, including tact and diplomacy in sensitive or confidential matters. * Interest or expertise in digital transformation, technology, or innovation ecosystems strongly preferred. Equal Opportunity Employer / Disability / Veteran Columbia University is committed to the hiring of qualified local residents.

About the Company: Our client is a leading specialist insurer, known for their innovative approach to underwriting and broking complex risk. They partner with brokers, corporates and investors to deliver tailored solutions across emerging and complex risk areas. Their Transactional Liability practice is a key area of strategic growth, providing bespoke insurance solutions to support M&A activity, including Representations & Warranties, Tax Liability, and Contingent Risk insurance. Role Overview: The Underwriter will be responsible for evaluating tax-related risks and determining appropriate insurance coverage for clients. This position involves close collaboration with brokers, tax advisors, and legal counsel to develop tailored insurance solutions. The ideal candidate will leverage their legal or tax expertise to navigate complex tax regulations and ensure compliance with both federal and state requirements. Key Responsibilities: • Assess and underwrite tax insurance submissions, ensuring all policies meet legal, regulatory, and internal underwriting requirements., • Collaborate with brokers, tax advisors, and legal counsel to craft customized tax insurance solutions., • Conduct thorough risk assessments of identified tax exposures, making informed decisions on policy terms, coverage, and pricing., • Stay updated on industry trends, particularly within the U.S. tax and insurance markets., • Contribute to the development of new tax insurance products to meet evolving market needs., • Maintain compliance with internal underwriting guidelines and applicable federal and state regulatory requirements. Qualifications: • 1–3 years of experience, ideally within Private Practice, accounting firms, or tax advisory environments., • A law degree or relevant tax qualification is required, providing a strong foundation for understanding and interpreting complex tax matters and insurance contracts., • Familiarity with U.S. federal and state tax principles is highly desirable., • Strong analytical skills and a detail-oriented approach to risk evaluation., • Excellent communication and negotiation skills., • Ability to work independently and as part of a team in a dynamic, results-driven environment. This role is an ideal transition in to a more commercial alternative to Private Practice that still requires and makes use of your legal/tax background.

A nationally ranked CPA and advisory firm is adding a Sr Tax Associate to their award winning team! Hybrid work in Overland Park or Wichita, KC offices This Jobot Job is hosted by: Ryan Sullivan Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $120,000 per year A bit about us: Top ranked CPA and advisory firm with roots in the Midwest is actively searching for a Sr Tax Associate. The Senior Tax Associate will work collaboratively with the members of an expanding team and will prepare business and individual tax returns and assist with strategic planning. ESSENTIAL RESPONSIBILITIES: • Planning and performing corporate, S-corporation, partnership, individual, and state and local tax compliance engagements., • Preparing and reviewing quarterly and annual income tax provisions as well as identifying and documenting uncertain tax positions, • Performing technical research, analysis, and written memorandum, • Preparing client depreciation schedules, • Preparing trial balances from client information along with providing adjusting journal entries for the client as needed., • Assuming project management responsibilities as needed, • Maintain accurate records of your scheduled work and communicate with effectively, • Participating in mentoring, training, recruiting, retention, and team-building activities Why join us? • Competitive Base Salary, • Health/Dental/Vision/401k Match, • Strong Work/Life Balance, • Excellent PTO plan, • Clear path to leadership Job Details QUALIFICATIONS: • Bachelor’s degree in accounting or related field required., • Public accounting experience required, • 3+ years of experience preferred, • CPA or eligibility for CPA - highly desired, • Demonstrated ability to work independently, • Ability to communicate to all levels of employees and clients, • Strong problem-solving skills, • Established decision-making skills, • Proficient in Microsoft Word, Excel, and Outlook including data manipulation Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Senior Director Of Finance Transformation And Systems At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Senior Director of Finance Transformation and Systems who will provide enterprise leadership for Finance processes, technology, and AI-enabled capabilities, including process governance, ERP and finance system value realization, operational reporting, finance data management, and financial system-related aspects of M&A integration. This role serves as the business product owner for core finance platforms, ensuring systems, data, and processes work together to deliver accurate reporting, strong controls, and scalable operations. The role partners closely with business stakeholders, including Finance leadership, executive leadership, and service-line leadership. What it Means to Work for EisnerAmper: • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry, • You will have the flexibility to manage your days in support of our commitment to work/life balance, • You will join a culture that has received multiple top "Places to Work" awards, • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions, • We understand that embracing our differences is what unites us as a team and strengthens our foundation, • Strategic Leadership & Vision, • Define and execute the Finance transformation and systems roadmap, including process optimization, finance platforms, data governance, and M&A integration., • Drive sustained value realization from ERP and finance systems through disciplined product ownership, governance, and continuous improvement., • Establish and standardize finance operating models, policies, and best practices across processes, reporting, data, and systems., • People & Organizational Leadership, • Directly manage, mentor and develop a team of senior finance leaders., • Set clear priorities, performance expectations, and delivery outcomes across teams to ensure high-quality delivery., • Foster cross-collaboration across Finance, ETI, and business units for both on-shore and right-shore teams., • Product Ownership – Finance Systems Portfolio, • Serve as business product owner for the finance systems ecosystem (e.g., SAP S/4, SAC, Datasphere, HighRadius, Concur, Replicon, Power BI, Workforce Adaptive Planning)., • Define product vision, roadmaps, and prioritization in alignment with Finance and business strategy., • Partner with business users and ETI to define requirements, manage backlogs, and oversee solution designs and release cycles., • Ensure seamless integrations across finance platforms, data models, and reporting tools., • Manage vendor relationships, licensing decisions, and product performance to optimize ROI., • Finance Process Governance & Controls, • Oversee end-to-end finance process governance to drive consistency, scalability, and efficiency., • Ensure robust internal controls, audit readiness, and compliance across finance processes and systems., • Bachelor's degree in Finance, Accounting, Information Systems, or related field., • 15+ years of experience in finance transformation, finance systems, or related roles., • Minimum 5 years in a senior leadership role within a professional services environment., • Proven expertise in ERP platforms, particularly SAP S/4HANA, with strong knowledge of the SAP ecosystem (S/4HANA, SAC, Datasphere, BTP) and related finance technologies (e.g., Power BI, Concur, HighRadius, Workforce Adaptive Planning), along with demonstrated experience in finance systems product ownership., • Deep understanding of core finance processes (R2R, P2P, O2C), financial reporting, and internal controls., • MBA, CPA or other relevant advanced degree or professional certification., • Experience leading large-scale ERP implementations, integrations, or M&A-related finance system initiatives, preferably within high-growth or private equity-backed environments., • Familiarity with Agile/product management methodologies and global delivery models. About our Finance Team: The EisnerAmper Finance Group's mission is to "be the best" by providing fast and accurate financial data and insights to support business decisions at every level of the firm. By exercising a genuine care for our colleagues and clients, we can be the best partners, innovators and versions of ourselves. Between our strategic curiosity, creative mindsets and deep understanding of every aspect of the business, we examine finances in a different way than your average team. We see success by encouraging, creating and presenting disruptive new ideas that challenge the status quo and seeing them through completion. Whether it's rethinking an old process, implementing automation or creating new models, all EisnerAmper Finance colleagues play a direct role in both the client and firm's growth. Because we function in a cohesive culture that is based on trust and accountability, we can not only identify ways for growth as a department but also as individuals, while earning lasting visibility for our accomplishments. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 Managing Directors and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: For certain markets the expected salary range for this position is between $250,000 and $350,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. Preferred Location: New York

Summary Willdan Lighting and Electric (WLE), a subsidiary of Willdan, is seeking a Finance Specialist to support the New York City Accelerator program in New York, NY. NYC Accelerator helps building owners comply with Local Law 97 by providing tools, guidance, and connections that support energy efficiency and decarbonization projects. This role functions as an account and case management role with a finance lens. The Finance Specialist supports building stakeholders and internal case managers by translating financing options, incentives, and capital planning considerations into clear, actionable guidance. The role is advisory in nature and does not include loan origination or brokerage. Essential Duties & Responsibilities • Serve as a finance-focused account manager, supporting building stakeholders with financing-related guidance as part of broader case management and project planning., • Help stakeholders understand and evaluate financing pathways for decarbonization projects, including how phased upgrades align with short- and long-term capital planning., • Support use of the Momentum platform's Financial Solutions Menu, including interpreting data requirements, reports, and outputs to help prioritize options., • Explain core financial concepts relevant to building investment decisions, including debt service, cash flow, amortization, savings-to-investment ratio (SIR), payback, and return on investment (ROI)., • Provide guidance on how incentives, rebates, tax credits, and other resources interact with financing options., • Support buildings considering or pursuing Local Law 97 *320.7 financial hardship exemptions, including eligibility, documentation, and submission requirements., • Develop clear, accessible financial guidance materials (e.g., one-pagers, presentations, calculators) and train internal NYC Accelerator staff on financing pathways by building type., • Monitor the financing and incentive landscape and support regular updates to Momentum's Financial Solutions Menu., • Support stakeholders in navigating loan application processes (PACE and non-PACE), including understanding timelines, required documentation, and basic financial calculations., • Coordinate with lenders and financing partners to ensure accurate program information and identify gaps in available offerings, with a focus on under-resourced communities where appropriate., • Participate in finance-related webinars, outreach activities, and cross-functional program initiatives as needed., • Bachelor's degree in Finance, Accounting, Economics, Business Administration, Public Policy, Environmental Studies, or a related field., • 4-7 years of professional experience in finance, energy programs, technical assistance, account management, or related advisory roles., • Strong understanding of core financial concepts, including debt service, cash flow, amortization, SIR, payback, and return on investment., • Experience working with incentives, rebates, tax credits, and/or grant programs supporting capital projects., • Ability to explain complex financial information clearly to non-financial audiences., • Experience supporting clients or stakeholders in evaluating financing or investment options., • Strong written and verbal communication skills, including experience developing training or educational materials., • Proficiency in Microsoft Excel and comfort working with web-based tools, databases, or CRM systems., • Strong organizational skills and ability to manage multiple stakeholders and priorities., • Ability to work collaboratively across cross-functional teams and with external partners., • Experience with building decarbonization, energy efficiency, electrification, or clean energy financing programs., • Familiarity with NYC building types (multifamily, affordable housing, co-ops/condos, commercial, industrial)., • Knowledge of Local Law 97 and related compliance pathways, including financial hardship exemptions (*320.7)., • Experience supporting PACE and/or non-PACE loan processes., • Experience engaging with lenders, CDFIs, green banks, or public-sector financing programs., • Familiarity with NYSERDA, utility incentive programs, and local, state, or federal clean energy tax incentives., • Experience delivering webinars, workshops, or trainings to external audiences. Willdan Lighting & Electric participates in E-Verify.

Our client, an innovative and rapidly growing tax technology company, is seeking an experienced Tax Manager (CPA/EA) to join their fully remote team. This firm specializes in delivering premium tax solutions to closely-held businesses, high-net-worth individuals, and investorsleveraging proprietary technology alongside a team of in-house experts. As a Tax Manager, you will play a key leadership role, overseeing tax associates, managing complex client engagements, and ensuring high-quality tax compliance and advisory services. Key Responsibilities • Lead and mentor a team of 24 tax associates, manage workflow across multiple deadlines, and provide guidance on complex tax matters, • Meet directly with clients to review tax positions, provide strategic guidance, and maintain strong relationships, • Review complex returns (1120S, 1065, 1040) to ensure accuracy, compliance, and optimal tax outcomes, • Analyze complex tax issues and stay current on evolving tax laws and regulations, • 7+ years of tax experience with S-Corps (1120S), partnerships (1065), and individual returns (1040), • 2+ years of experience managing or mentoring tax staff, • CPA, EA, or Tax Attorney designation required, • Bachelors or Masters degree in Accounting or Taxation, • Strong technical knowledge of U.S. tax law, • Ability to simplify complex tax concepts for both clients and internal teams, • Experience with C-Corps (1120), trusts & estates, and gift tax, • Fully remote (U.S.-based), • Work with a modern, tech-enabled tax platform, • High-impact role with leadership visibility, • Collaborative, entrepreneurial culture

Who We Are Ascend Wellness Holdings (AWH) is a vertically integrated cannabis cultivator, processor, and retailer with assets in Illinois, Maryland, Massachusetts, Michigan, New Jersey, Ohio, and Pennsylvania. Our mission is to shape the future of cannabis as a leading healthcare solution while delivering a premium, customer-focused retail experience. We are committed to building a high-performing team that is passionate about our products, our communities, and creating operational excellence across our growing footprint. The Role The Director, Tax plays a key role in ensuring compliance, driving tax efficiency, and supporting complex business initiatives across a multi-state footprint. This position will collaborate closely with Accounting, Finance, and Legal teams and serve as the company's in-house subject matter expert on tax compliance and reporting. This is a hands-on, individual contributor role, ideal for a technically strong tax professional who thrives in an evolving, growth-oriented environment. Location: Remote with strong preference for candidates located in the Tri-state area. Key Responsibilities • Manage the preparation and filing of all federal and state income tax returns, including related analysis, schedules, and documentation., • Oversee sales, payroll, and real estate tax compliance across multiple jurisdictions., • Coordinate with external tax advisors and auditors to ensure timely filings and adherence to all tax regulations., • Maintain accurate tax records, ensuring proper documentation to support all tax positions and filings., • Prepare and review tax provision disclosures in accordance with U.S. GAAP (ASC 740) for quarterly and annual reporting., • Partner with Accounting and FP&A teams to ensure appropriate tax treatment of transactions and accurate financial statement presentation., • Support the CFO and team on tax-related components of financial statements, forecasts, and budgeting., • Conduct tax research and analysis on evolving legislation, identifying opportunities for savings and risk mitigation., • Provide M&A and capital markets tax advisory support, including due diligence and transaction structuring., • Develop and implement tax efficiency initiatives aligned with company goals and industry best practices., • Partner cross-functionally with Legal and Finance to navigate complex multi-state cannabis tax regulations and compliance frameworks., • Continuously evaluate and enhance internal processes to improve efficiency, accuracy, and compliance within the tax function., • Serve as a key resource for internal stakeholders, translating complex tax concepts into actionable business guidance., • Manage relationships with external advisors, auditors, and regulatory agencies., • Manage third-party consultants as needed for audits, special projects, or temporary support., • Perform other related duties and special projects assigned to support departmental and organizational objectives. Qualifications & Skills • Bachelor's degree in Accounting, Finance, or related field required., • Certified Public Accountant (CPA) required., • 5+ years of progressive tax experience, ideally in a combination of corporate and public accounting environments., • Prior experience in a multi-state or multi-entity organization a plus., • Transactional M&A experience preferred, including tax due diligence and integration support., • Strong technical expertise in U.S. GAAP, ASC 740, and federal/state tax compliance., • Proven ability to independently manage complex tax filings and projects with minimal oversight., • Excellent analytical, organizational, and time-management skills with high attention to detail., • Strong communication and collaboration skills, with the ability to effectively partner across departments and present findings to executive leadership., • Tri-state area (NY/NJ/CT) preferred for ease of onsite collaboration with the corporate team. Work Environment This position operates in a remote work environment. Physical Requirements While performing the duties of this job, this position is regularly required to sit and regularly use hand(s) to handle, grasp, feel, and or touch. This position is occasionally required to stand, walk and reach with hands and arms. This position is required to speak and listen regularly. EEO Statement Ascend Wellness Holdings, INC., ("AWH") and its subsidiaries is an equal opportunity employer and celebrate the population of differences and does not discriminate in its hiring / hiring practices, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. recblid zhgom8d0du5afzshi0m4fu5wuqusho

Accounting Manager Advisory Services. Year 3: Progress to Senior Manager or Advisory Lead, overseeing multiple teams and driving innovation in audit and advisory services. About the Job Accounting Manager Advisory Services.

Job Description Job Title: Airport Brand Ambassador Location: LaGuardia Airport, East Elmhurst, NY - 11371 (100% Onsite) Duration: 3 months initial contract with potential extension Payrate: $20/ hr. to $27 hr. DOE Schedule: Full availability for mornings (7:30 AM – 5 PM) and/or evenings (4:30 PM – 2 AM), including weekends and holidays. Role Overview: We are seeking energetic and customer-focused individuals to support airport operations and assist travelers in a fast-moving outdoor environment. This role is ideal for someone who enjoys helping people, staying active, and working in dynamic public-facing settings. Ideal Candidate must be; • At least 1–2 years of customer-facing experience, such as customer service, hospitality, retail, events, or transportation support., • Comfortable working outdoors in various weather conditions., • Ability to stand for long periods and lift items up to 40 lbs. when needed., • Strong communication and problem-solving skills., • Reliable attendance and dependable transportation to the airport., • Flexibility to work different shifts, including weekends and holidays. Preferred Skills • Experience working in busy environments such as airports, events, retail, or hospitality., • Familiarity with mobile applications or assisting customers with technology., • Ability to stay calm and professional in high-traffic situations., • Strong attention to detail and situational awareness.Company DescriptionMonily is a modern accounting and financial services platform that helps businesses manage their finances, streamline operations, and achieve sustainable growth. Through bookkeeping, tax advisory, payroll services, and financial strategy consulting, Monily supports small and medium-sized businesses in optimizing their financial performance and making informed business decisions.Monily is a modern accounting and financial services platform that helps businesses manage their finances, streamline operations, and achieve sustainable growth. Through bookkeeping, tax advisory, payroll services, and financial strategy consulting, Monily supports small and medium-sized businesses in optimizing their financial performance and making informed business decisions.