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Underwriting & Portfolio Management Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. • Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs., • Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines., • Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines., • Conducts detailed economic and demographic research to determine feasibility of transactions., • Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee., • Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required., • 3+ Years Related experience and/or training. - Required., • Excellent written and verbal communication skills., • Strong analytical skills and proficient with financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint., • Demonstrates strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $63,750.00 USD Maximum: $97,500.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

Underwriting & Portfolio Management Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Underwriting & Portfolio Management manages a portfolio of loan relationships, and routinely monitors them for risks inherent in a loan portfolio. The incumbent provides support to the manager of the department on continuous improvement initiatives and take the lead on projects that support loan growth and efficiency objectives within lines of business. The Associate, Underwriting & Portfolio Management helps deliver an industry-leading experience for both internal and external customers and acts as a subject matter expert. Responsibilities • Provide financial analysis on large corporate clients with a focus on credit., • Underwrite credits, spread financials, perform projections unsupervised with deep understanding of the client, • Participates in deal diligence process including identifying all key risks., • Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party reports., • Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • At least 3+ years of experience in credit underwriting with solid experience in spreading financials under GAAP and IFRS accounting, understanding the concepts of EBITDA add-backs and ability to perform projections unsupervised with deep understanding of the client., • Experience with financial analysis of large corporate clients with a focus on credit ., • Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required., • 3+ Years Financial analysis, structuring, underwriting and portfolio management. - Required., • 3+ Years Experience with underwriting loan transactions - Required., • Superior written and verbal communication skills., • Strong analytical skills and proficiency navigating and understanding financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Proficient in Microsoft Office, including Word, Excel and PowerPoint., • Skilled in proposing and negotiating and recommending credit and covenant structures., • Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments., • Ability to foster strong partnerships with the related documentation and underwriting units., • Demonstrated practical and conceptual knowledge of credit and risk analysis., • Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship., • Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization., • Solid understanding of industry nuances applicable to the credits contained within the group's portfolio., • Solid knowledge of loan and related legal documents., • Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions., • Must demonstrate strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • Other: Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. This is an in-office position in mid-town NYC What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionDescription: ABOUT THE POSITION: The Grants Administrator at Urban Dove is a Senior Associate position who manages the Urban Dove public and private grants portfolio. The Grants Administrator will oversee the full grant lifecycle—from proposal development and submission to compliance, reporting, and closeout. This role requires strong organizational understanding of nonprofit grant funding, and the ability to manage multiple deadlines and stakeholders. The Grants Administrator works cross-functionally with program, finance, and development teams to support the organization’s fundraising and grant compliance efforts. ABOUT THE ORGANIZATION: The Central Office is the non-profit entity that manages the Urban Dove Charter Schools. The CMO provides a wide range of services–including back office functions, accounting, hiring, professional development, data analysis, public relations, advocacy, and more. The CMO is also responsible for providing support structures for the schools and ensuring proper replication of the model as the organization expands. CORE RESPONSIBILITIES: Grant Management & Administration • Maintain a comprehensive grants calendar including deadlines for applications, reports, renewals, and audits., • Prepare and submit timely and accurate grant proposals, reports, and supporting documentation., • Track grant awards, expenditures, and ensure compliance with funder requirements., • Monitor grant budgets and coordinate with finance to ensure accurate financial reporting and invoicing., • Ensure compliance with all federal, state, and private funding regulations and organizational policies., • Maintain accurate and organized grant files and records for audit and reporting purposes., • Collaborate with program staff to gather data and outcomes for narrative reports., • Research new grant opportunities that align with the organization's strategic priorities., • Maintain a pipeline of prospective funders and application deadlines., • Support development team in identifying and cultivating new grant opportunities.Requirements:, • Bachelor’s Degree required; advanced degree preferred., • Demonstrable success in securing substantial public grants., • Familiarity with grant budgeting, management, and funding cycles., • Self-motivated with the ability to work both independently and collaboratively in a dynamic setting., • Exceptional writing and communication skills., • Strategic and creative thinking capabilities., • Proficiency in handling multiple tasks within tight deadlines. OUR VISION: Urban Dove envisions a world where all children receive the high-quality education and support they need and deserve. Through education, they will acquire the critical skills needed to develop into economically, socially, and emotionally independent adults who are empowered to create a more just and equitable society for future generations. EEOC: Urban Dove provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Compensation details: 60000-66000 Yearly Salary PI2f94dcedc212-25405-38641705

Job Description Our client, a pioneering global Technology group, is currently looking for a General Manager, Investor Relations & Strategy, to join its growing team. In this role you will serve as a critical link between the executive leadership team and the global investment community. This is a high-visibility, high-impact role for a seasoned professional who thrives in complex environments, excels under pressure, and brings both analytical depth and strategic clarity. Key responsibilities will include: Investor Relations Leadership · Act as the primary bridge between executives and investors—drafting presentations, conducting outreach, and managing ongoing relationships and inquiries. · Ensure executive readiness for investor engagements and maintain a compelling, consistent corporate narrative. · Build trust with institutional investors and analysts through confident, transparent, and informed communication. Financial & Regulatory Expertise · Interpret, analyze, and present financial data with precision; understand financial statements, reporting standards, and analytical tools. · Stay ahead of SEC regulations, reporting requirements, and market trends to guide strategy and ensure compliance. · Coordinate closely with legal and finance teams to guarantee accuracy and integrity of all investor-facing information. Strategic Communications & ESG · Develop and drive a comprehensive investor communications strategy across press releases, digital platforms, and key announcements. · Oversee corporate social responsibility and ESG initiatives, including reporting and standards alignment. Corporate Strategy & Change Management · Provide analysis on policy and regulatory changes across key markets to support business leaders. · Partner with the Executive team on major change initiatives—such as people strategy development and other enterprise-level transformations. For immediate consideration please contact Ronny.Cohen@roberthalf. · Bachelor’s degree in business administration, finance, accounting, commerce, or a related field. · Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA). · Strong working knowledge of SEC regulations and financial reporting standards. · Demonstrated experience in investor relations, financial markets, and strategic project leadership. · Outstanding interpersonal, communication, and presentation skills. · Experience managing teams and delivering results under pressure with multiple, shifting priorities.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Internal Tools Developer role at Arch is an engineering role whose responsibilities are tightly aligned with the efficiency and overall success of the Operations team. If you love building internal tools to help your colleagues work more efficiently, we want to hear from you. Your engineering/technical responsibilities will include: * Development of new features for internal, employee used web platforms * Automating the acquisition and extraction of financial data from many sources * Reviewing automation outputs ensuring quality and correctness * Building and maintaining internal tools for Arch's Operations team * Overseeing execution and maintenance of a suite of scripts and other internal tooling used to support core business functions. * Assisting with debugging, investigation, and troubleshooting errors. Reach out to us if you: * Love organizing a bit of chaos * Are proficient in JavaScript or another mainstream programming language * Know SQL * Are a quick learner who enjoys partnering with others and solving difficult problems * Are interested in alternative investments and/or financial services * Communicate well and professionally Bonus points if you: * Have web development experience: HTML/CSS and React * Enjoy writing code to process and understand data * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $70K - $100K

Job Description We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Compensation: $100,000 - $130,000 Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile, • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base, • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances, • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction, • Identify potential clients through networking, referrals, and marketing., • Meet with individuals, families, or businesses to evaluate their financial needs., • Recommend suitable insurance products (e.g., life, disability, long-term care)., • Guide clients through the application process., • Provide policy reviews and updates as clients’ needs change., • Attend ongoing training on products, sales strategies, and compliance., • Ensure all recommendations are compliant with regulatory and ethical standards., • Provide financial planning support to clients., • Support investment professionals to cultivate client relationships., • Prepare financial plans and check their accuracy.Qualifications:, • Some computer skills with ability to use Microsoft Office is required, • Bachelor’s degree preferred; high school diploma required, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • Candidates must have an insurance license, • Experience with accounting and or sales lead software is a plus, • Bachelor's degree in finance or related field., • At least 1 year of industry experience., • Self-motivated., • Excellent interpersonal skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Obtain Life and Health certification within 45 days of hireQualifications:, • Brooklyn/Manhattan candidates only, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for trainingAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Stable Rock has recently expanded into insurance services to meet the growing needs of our clients. As such we are seeking a dynamic, results-driven business development professional to join our growing team. Job Summary We are looking for an ambitious and customer-focused insurance sales professional specializing in property and casualty insurance. The ideal candidate will develop and maintain a robust client portfolio, provide expert insurance advice, and drive revenue growth through strategic sales approaches. Key Responsibilities • Prospect and acquire new commercial and personal lines P&C insurance clients, • Conduct comprehensive risk assessments for potential clients, • Develop tailored insurance solutions across multiple lines, including:, • Commercial property insurance, • General liability coverage, • Business interruption insurance, • Commercial auto insurance, • Cyber and crime insurance, • Manage and grow existing client relationships, • Prepare and present detailed insurance proposals, • Negotiate policy terms and pricing, • Maintain accurate client records in CRM systems, • Meet or exceed monthly/quarterly sales targets, • Stay current with industry trends, new insurance products, and regulatory changes, • Leverage established client relationships to identify insurance needs and provide tailored risk solutions, • Identify other cross-selling opportunities for the Stable Rock business Qualifications Required • Bachelor's degree in Business, Insurance, Finance, or related field, • Valid P&C insurance license in any state, • Minimum 2-3 years of direct insurance sales experience, • Proven track record of meeting sales targets, • Strong understanding of P&C insurance products, • Excellent communication and interpersonal skills, • Commercial lines insurance experience, • Life and Health insurance, • Additional insurance certifications (CPCU, CIC), • Exceptional consultative sales approach, • Strong analytical and problem-solving skills, • Ability to build and maintain client relationships, • Proven negotiation skills, • Self-motivated with strong time management abilities, • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Health and wellness benefits, • 401(k) with company match, • Continuous professional development opportunities, • New client acquisition targets, • Retention rates, • Revenue growth, • Cross-selling success, • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to Job Posted by ApplicantPro

Job Description Title: Private Equity Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role (and Why It’s Different) This Private Equity Associate opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. Instead of endlessly applying into the void, Career Launch AI helps you: * Find roles like this before they hit public job boards * Get directly in front of hiring managers and recruiters * Use AI to apply to 1,000+ relevant roles for you * Get 1:1 support, interview prep, and warm introductions * Stay supported until you land your next role To access roles like this and work with us directly, go to: 👉 and apply on the site. About the Opportunity A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate. This role is ideal for someone who wants to work directly on live deals, portfolio companies, and investment decisions early in their career. You’ll work in a lean deal team environment where your work actually matters: modeling, due diligence, and investment committee materials – not just slide formatting. Day-to-Day Responsibilities As a Private Equity Associate, your responsibilities may include: Deal Evaluation & Financial Modeling * Build detailed operating and transaction models (3-statement models, DCF, LBOs, sensitivity analysis). * Analyze returns, capital structures, and downside scenarios for potential acquisitions. * Conduct valuation analyses using comparable companies, precedent transactions, and other relevant methods. Due Diligence & Market Research * Support the due diligence process across financial, commercial, operational, and legal workstreams. * Analyze target company financials, KPIs, customer cohorts, and unit economics. * Conduct industry and competitive research to understand market dynamics, trends, and risks. Investment Committee Support * Draft and refine investment memos and presentations for the Investment Committee. * Summarize key findings from diligence and articulate the investment thesis clearly. * Present data-backed opinions on risks, opportunities, and value-creation levers. Portfolio Company Support * Support portfolio management teams with dashboards, KPIs, and performance tracking. * Help identify operational improvements, growth initiatives, and strategic priorities. * Assist in bolt-on acquisition analysis, refinancing considerations, and exit scenarios. What Makes This Work Exciting * Direct exposure to founders, CEOs, and management teams. * Real impact: the work you do influences whether millions of dollars are invested. * Rapid learning curve in M&A, operations, and strategic finance. Ideal Candidate Profile This is a representative profile firms in our network look for: Education & Technical Skills * Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or similar field. * Very strong Excel skills; able to build & audit complex models. * Solid foundation in corporate finance, accounting, and valuation. Experience (Formal or Informal) * Prior internships or full-time experience in investment banking, PE/VC, consulting, or corporate finance is a plus (but not always required if you’re exceptional). * Demonstrated interest in investing, deals, and business analysis (clubs, projects, side hustles, or self-directed learning count). Soft Skills & Mindset * High ownership mentality — you don’t wait to be told what to do; you hunt for answers. * Strong written and verbal communication — you can tell the story behind the numbers. * Comfortable with long hours when deals are live and stakes are high. * Curious, humble, and coachable — willing to learn fast and iterate. How Career Launch AI Helps You Land Roles Like This Most people never even see roles like this, let alone interview for them. Career Launch AI changes that. When you join Career Launch AI at you get: AI-Powered Job Search Automation * Our AI applies to 1,000+ relevant roles per month on your behalf with tailored resumes & messaging. * We target investment banking, private equity, venture capital, hedge funds, corporate development, and top-tier finance roles that match your background. Human-Led Recruiter & Hiring Manager Outreach * We don’t just apply — our team directly engages recruiters and decision-makers at relevant firms to get you warm conversations. * You get outreach campaigns run under your brand on LinkedIn and email. Done-For-You Execution * You don’t have to learn a dozen tools or manage a massive spreadsheet of applications. * You complete an onboarding form; we handle the systems, campaigns, and tracking. Interview & Case Preparation * We support you with PE-style case prep, financial modeling review, and behavioral questions. * You get feedback and guidance so you walk into interviews prepared, not guessing. Support Until You’re Hired * We don’t disappear after a few weeks — we stay in your corner until you land. If you see yourself in a role like this, don’t just wait for a posting. Build an engine that gets you in front of opportunities like this, every week. 👉 Apply now at

Job DescriptionTitle: Investor Services SupervisorLOCATION: Dallas or NYC JOB DESCRIPTION: An Investor Services Supervisor will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by Client X and under the supervision and guidance of a manager and Director. Every Investor Services Supervisor will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific training is provided by the manager and Director within the team. RESPONSIBILITIES: Client X operates a client focused structure which provides a wide range of experience to all levels ofemployee. As such the successful candidate should be flexible and willing to adapt. • Ensure investor transaction instructions contain requisite information and advise Investor Services Administrator when follow-up is required. Liaise with investors to obtain fully executed transaction instructions., • Advise and assist Investor Services Administrator to ensure subscription proceeds are provided timely., • Review AML/KYC documentation provided by investors and follow-up where necessary. Escalate to Manager and MLRO where required., • Review Investor Transactions on HedgeInvestor® (HedgeServ proprietary Investor Services System)., • Ensure reconciliation of the subscription/redemption bank account daily and take appropriate action to clear any items. Escalate any aged items to manager., • Preparation of Redemption Payment Schedules., • Review of wire transfers to Prime Brokers, Investors and fees payments. Investor Reporting – review investor reports, including but not limited to Investor Statements and Contract Notes for distribution to investors., • Client Reporting – review client reports, including but not limited to, Capital Activity Report, ERISA Report, Authorized Share Capital Reports for distribution to clients., • General Investor Services – assist Investor Services Administrator in fielding general requests from investors including, but not limited to, requests for duplicate investors statements, enquiries on previous transaction activities, performance requests whilst at all times ensuring that all communication is with authorized person., • Review distribution of Fund Performance in line with client requirements prior to distribution to investors., • Handling complex calls from investors., • Identify areas for improvement in processes, personnel and structure and discuss with Investor Services Manager and Director., • Establish effective working relationships with the NAV, QA, Compliance Departments within Client X, • Preparation of Fund Audit requirements, • Accounting, Finance, Legal or Business Degree. Min. 3.0 GPA

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description We are a fast-growing facial plastic surgery practice with multiple locations and related LLCs in skincare, rental real estate, and personal investment entities. We are seeking a detail-oriented, proactive accounting professional to manage daily bookkeeping, maintain clean books across multiple entities, and support the CFO with accurate and timely financial reporting. Key Responsibilities: Bookkeeping & Reporting • Maintain QuickBooks Online for multiple entities, • Reconcile bank, credit card, and merchant accounts (Stripe, CareCredit, PatientNow), • Track revenue by provider, location, and service line, • Prepare weekly cash reports and monthly Profit & Loss statements by provider, location, and category, • Manage accounts payable, accounts receivable, payroll inputs, and sales tax filings, • Maintain books for skincare LLC, rental properties, and investments, • Track capital expenditures, depreciation, and loan amortization, • Deliver monthly reporting packages and assist with quarterly tax preparation, • 4–7+ years of bookkeeping or staff accountant experience, • Expertise in QuickBooks Online, • Experience with multi-entity accounting, • Strong understanding of accrual accounting, • Advanced Excel and Google Sheets skills, • Highly organized, reliable, and detail-oriented, • Ability to build scalable financial processes, • General ledger management, • Tax planning knowledge Join a dynamic and expanding organization with multiple locations and related business entities. This role offers the opportunity to manage diverse financial operations, contribute to strategic growth, and work closely with leadership in a collaborative environment. Job Type & Location This is a Permanent position based out of New York, NY. Pay and Benefits The pay range for this position is $35.00 - $45.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in New York,NY. Application Deadline This position is anticipated to close on Dec 24, 2025. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Job DescriptionWe are looking for an organized and experienced Physical Therapy Billing Administrator to join our team The Medical Biller will support the therapists while being responsible for managing patient and insurance information, support and collaborate with Front office Receptionist, and initiating payment processes and procedures. The ideal candidate will be well-versed in billing software, medical insurance regulations, and an expert at responding to patient and insurance inquiries. The medical biller will also be responsible for maintaining patient confidentiality, handling personal information, and providing world class customer service to all clients. Medical Bille OT/PT Duties and Responsibilities • Complete Revenue Cycle Management for OON OT/PT Therapy Practice, • Ensure patient information is accurate and complete, • Request any missing patient information, • Review referrals and authorizations, • Confirm patient benefits and insurance, • Follow all regulations and guidelines set by Medicare, state programs, and commercial insurances, • Review insurance claims and billing data in billing software (Web PT and Therabill), • Create both paper and electronic copies of documentation, • Develop and maintain a tracking system of incoming and late payments, • Monitor and date late payments, • Initiate late payment notices to relevant parties, • Respond to questions from patients or insurance companies, • Follow-up on late or missed payment notices, • Monitor and resolve financial discrepancies, • Arrange payment plans and timelines for payments, • File and maintain organized documentation of all billing and record, • Follow set billing processes and procedures, • Update and review all accounts to keep records of payments up-to-date, • Work with personal information and maintain patient confidentiality, • Collaborate and support Front Office Receptionist, • Provide concierge quality service to all clients throughout their course of treatmentMedical Biller / Practice Manager Requirements and Qualifications, • Bachelor’s degree in accounting, health care administration, finance, business, or related field preferred, • Two (2) years’ previous experience as a medical biller or in a related healthcare administrative position with certificate., • Able to multitask, prioritize, and manage time efficiently, • Self-motivated and self-directed; able to work without supervision, • Excellent verbal and written communication skills, • Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel); working knowledge of billing software a plus, • Strong customer service skills and comfortable answering both patient and insurance company questions, • Able to analyze problems and strategize for better solutions, • Experience with supervision and/or collaboration of administrative front office staff, • Desire to join a growing company, • Strong interpersonal skills, • Ability to represent the practice and therapists with outgoing personality, • Desire to support the growth and success of our therapy practiceAbout Us We are a boutique therapy practice in Union Square, NYC, specializing in Physical Therapy, Occupational Therapy, Hand Therapy and Wellness programs. To apply please email resume and include the subject "Experienced Billing Administrator" along with your salary requirements. Explain why you would be a good fit for our company, and why you are qualified to move to the next phase of interviews. Job Type: Full-time Salary: $55,000 - $60,000.00 per year Experience: • OON Medical Billing: 2 years (Preferred), • OON Therapy Billing Experience, • Complete Revenue Cycle ManagementEducation:, • Bachelor's (Preferred)License:, • Medical Billing and Coding (Preferred)Language:, • English (Required)This is an In Office Position, 11am to 7pm

Job Description Our company is currently seeking a Full Charge Bookkeeper to join our team! You will be responsible for preparing and examining financial records for our company. Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Perform data entry and administrative duties, • Payroll with ADP, • Month end closing, • HR- Health Insurance and 401(K) Enrollments Qualifications: • Previous experience in accounting, finance, or other related field, • Ability to prioritize and multitask, • BS in Accounting, • Quickbooks is a must, • Some Excel experience

Job Description This job is located in New York, NY Our company is currently seeking a Full-Charge Bookkeeper to join our team! You will be responsible for preparing and examining financial records for our clients. NOTE: This is primarily a remote position with some on-site requirements Responsibilities: • Obtain primary financial data for accounting records, • Compute and record numerical data, • Check the accuracy of business transactions, • Previous experience in accounting, finance, or other related fields, • Fundamental knowledge of GAAP, • We specialize in QuickBooks training, so experience isn't necessary, but a plus, • Ability to prioritize and multitask, • Strong organizational skills, • Deadline and detail-orientedCompany DescriptionWhen choosing from the available bookkeepers in the New York City area, dbooks Bookkeeping is the name to trust. With our detail-oriented approach, we'll keep your financial records in order so that you can spend your time and efforts on areas that require more of your focused attention. No job is too big or too small for us to handle. Established in 2006, we're known for the excellent service we provide to each one of our clients. At our locally owned and operated firm, we want you to be satisfied with our services, and we'll get the work done professionally and in a timely manner. If you're searching for the right bookkeepers in New York, NY, to keep your finances in check, trust the experienced team at dbooks Bookkeeping.When choosing from the available bookkeepers in the New York City area, dbooks Bookkeeping is the name to trust. With our detail-oriented approach, we'll keep your financial records in order so that you can spend your time and efforts on areas that require more of your focused attention. No job is too big or too small for us to handle.\r\n\r\nEstablished in 2006, we're known for the excellent service we provide to each one of our clients. At our locally owned and operated firm, we want you to be satisfied with our services, and we'll get the work done professionally and in a timely manner. \r\n\r\nIf you're searching for the right bookkeepers in New York, NY, to keep your finances in check, trust the experienced team at dbooks Bookkeeping.

Job Description Company Description Buildcon Group Inc. is a multi trade established subcontracting firm provides construction services in New York Metropolitan Area. Role Description This is a full-time on-site role for a Bookkeeper at Buildcon Group Inc. located in New York, NY. The Bookkeeper will be responsible for financial statements, bookkeeping, using Quickbooks accounting software, managing finances, and recording journal entries on a day-to-day basis. Qualifications • Bookkeeping and Financial Statements skills, • Proficiency in Quickbooks Accounting Software, • Experience in managing finances and recording daily journal entries, • Knowledge of financial principles and practices, • Attention to detail and accuracy, • Strong organizational skills, • Ability to work in a team environment, • Bachelor's degree in Accounting, Finance, or related field is a plus, • Must have a past experience working in subcontracting firm in construction industry

A company is looking for a Reward Systems Analyst, Finance & Accounting. Key Responsibilities Maintain, enhance, and test the PATH workforce planning solution and collaborate with stakeholders for budgeting and accounting processes Support integration of PATH with BPC and Workday, and perform tes

A company is looking for a Finance & Operations Analyst who can manage financial reporting and accounting operations while supporting finance processes in a startup environment. Key Responsibilities Prepare and manage monthly, quarterly, and annual financial reports for stakeholders Manage and im

A company is looking for a Finance & Accounting Associate to support daily financial operations for U.

Key Responsibilities Develop and execute a roadmap for GCC finance integration to ensure sustainable success in global finance and accounting operations Act as the primary liaison to the GCC finance leader and U. Deliver monthly and ad hoc financial reporting and KPIs to executive leadership, ali

Job Description Annual Salary: $65k – $70k (varies depending on years of experience) We are seeking a dedicated Youth Case Manager to join our justice-focused youth services team. This role works directly with young adults who are involved in the legal system and benefit from structured support, guidance, and community-based programming. The coordinator will help participants stay on track with pretrial expectations while connecting them to meaningful opportunities that promote stability, personal growth, and long-term success. This position involves both office-based work and extensive engagement in the NYC community. The ideal candidate is someone who can build trust with young adults, adapt quickly, and approach challenges with creativity and empathy. You’ll collaborate with colleagues to design engaging activities—including groups, outings, and incentive-based experiences—that encourage youth participation and support positive outcomes. Key Responsibilities Build strong, supportive relationships with young adults through consistent outreach, office visits, and community-based engagement. Help participants maintain compliance with pretrial requirements through coaching, problem-solving, and frequent check-ins. Develop and participate in youth-centered programs such as peer groups, skills training activities, field trips, and incentive-based opportunities. Conduct comprehensive assessments to understand each participant’s needs related to mental health, substance use, trauma, education, employment, and social supports. Collaborate closely with internal team members—including youth workers, clinicians, and engagement specialists—to coordinate services and ensure continuity of care. Connect participants to community partners and support systems that promote safety, skill-building, and long-term independence. Maintain timely documentation, progress notes, and communication related to participant status. Participate in team meetings to help develop innovative strategies for engagement and retention. Qualifications Master’s degree in Mental Health Counseling, Social Work, or a closely related clinical field. 2–3 years of experience supporting young adults (16–27), particularly those facing challenges such as: Trauma histories, Mental health concerns, Substance use Strong familiarity with youth-oriented community resources, treatment programs, and support services. Ability to work effectively in the field across diverse NYC communities. Strong rapport-building skills, flexibility, and a youth-centered mindset. Atlas Search is a tri-state area recruitment agency, connecting new graduates, Advanced Practice Providers, Physicians and Nurse Leaders to hospitals, clinics, multi-specialty groups, nursing homes, managed care companies, private practices, and healthcare start-ups. If you would like to learn more about the opportunities we offer, please submit your CV for consideration here Company DescriptionAtlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Key Responsibilities Prepare and analyze financial statements and reports Manage accounts payable and receivable processes Assist with budgeting and forecasting activities Required Qualifications Bachelor's degree in Accounting or Finance Minimum of 5 years of relevant accounting experience

Key Responsibilities Prepare and examine supporting documents for AR accounting records Maintain accurate reflection and reporting on customer accounts in the ERP system Analyze daily bank statements and process customer payments Required Qualifications 0-2 years of experience in finance or a

Key Responsibilities Serve as lead accountant for client businesses and oversee client team to ensure value and insights are delivered Manage client accounting processes, including financial reporting, revenue cycle, expense management, and payroll Lead monthly client meetings, provide insights,

Key Responsibilities Oversee compliance operations for the broker-dealer and ATS Conduct trade surveillance, communication reviews, and AML/KYC monitoring Manage regulatory exams, audits, inquiries, and filings Required Qualifications Bachelor's degree in Finance, Accounting, Economics, Busin

Job title Senior Financial Analyst – Accounting - W2 only Job location: New York, NY 10065 Shift: M-F 9a-5p. Pay:$30 - $37/hr Date Range approx : 01/12/2026 - 07/11/2026, Possible Extension Job Summary: • Bachelors (required)., • Degree or major in Accounting/Finance (preferred)., • 3-5 yrs related work exp (required)., • Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required)., • Heavy customer service skills. Able to multi-task and prioritize., • Someone who works independently with ongoing training, • Understands contracts and the importance of completing tasks within time allotted Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts.

Job title: Junior Accountant Job location: New York, NY 10017 Shift: 9-5 Monday thru Friday Pay: $15- $21/hr Length: 3 months, Possible extension Required Skills & Experience: -Ability to communicate effectively orally and in writing, must be able to work independently. -Proficiency in Excel. -Basic level in Outlook and Word. Preferred Skills & Experience: -One (1) year of experience. Education: -Associate degree in Accounting, Finance or Business Management. Job Responsibilities: -Prepares Excel schedules of expenses for the preparation of invoices. -Reviews accounts and invoices to identify variances for reconciliation. -Follows up via phone calls and e mail sponsors to collect unpaid invoices. -Identify expenses being charged to expired grant accounts and assist the Manager to resolve. -Other duties as assigned Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts.

Job Title: Finance Manager Location: New York, NY 10017 Work Hours: 9:00 a.m. – 5:00 p.m. (Monday – Friday) Hours per Week: 37.5 Duration: 3+ months (with potential extension based on performance) Hourly Pay Rate: $45 – $48/hr Position Overview The Finance Manager will be responsible for overseeing key financial operations, including budget monitoring, reporting, and analysis for the department. The role requires a detail-oriented professional with strong analytical and reporting skills, advanced Excel proficiency, and prior experience with Oracle ERP systems. This position plays a critical role in supporting the DTP Finance Team through monthly closings, budget realignment, and financial reporting processes. Key Responsibilities • Monitor monthly budgets, fund, and/or general ledgers for the department, including DTP realignment and MSSN for DTP Finance., • Assist the DTP Finance Team in running operating reports in Oracle ERP during the first week of the close., • Compare actuals versus budget during the month-end closing process; prepare accruals and reclassifications as needed., • Prepare month-end reporting by DEL/TLT, analyze actual vs. budget variances, and provide detailed variance analyses., • Consolidate OTPS budget data during the annual budget process (May–November)., • Assist with processing DTP purchase orders/requisitions, contracts, change orders, invoices, and check requests., • Recommend and implement approved process improvements to enhance efficiency, and document updated procedures., • Participate in ad hoc projects and assignments as directed by the Director of Finance. Required Skills & Qualifications • Education: Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred but not required)., • Experience: Minimum of 5+ years of relevant experience in financial management or accounting., • Technical Skills:, • Advanced proficiency in Microsoft Excel and MS Office Suite., • Experience with Oracle ERP systems preferred., • Analytical & Reporting Skills: Strong ability to compile, interpret, and present financial reports reflecting the organization’s financial status and operations., • Communication: Excellent written and verbal communication skills., • Attention to Detail: Demonstrated ability to follow through on transactions and ensure accuracy in reporting., • Other: Ability to manage multiple priorities, meet deadlines, and work collaboratively in a fast-paced environment. Physical & Administrative Requirements • Light physical activity may be required., • May hold signatory authority for expenditures and budget oversight responsibilities. Pride Health offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors

PURPOSE: The Mishkon Division provides supports and services in a healthy and safe environment for adults living with intellectual and developmental disabilities (I/DD) in residential programs and in the community. Our core values are to provide a healthy and safe environment that promotes person centered planning, community integration, and close collaboration with families and the community. This is all accomplished through an Orthodox Jewish lens, and with an understanding that staff, at all levels of the division, is the determining factor in achieving positive outcomes for our clients. POSITION OVERVIEW: The Senior Business Manager oversees and leads a dynamic team, including a Business Manager and a Fiscal Team. The Senior Business Manager will be responsible for driving the financial success of the programs, ensuring alignment of resources with business goals, and fostering a collaborative and results-driven environment. The role requires strong leadership, financial expertise, and strategic thinking to optimize financial controls and maintain effective cross-functional relationships. KEY ESSENTIAL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO: Fiscal Management and Oversight: • Oversee and supervise the daily activities of the finance staff, such as the Business Manager, Bookkeepers and Finance Administrative Assistants. Monitor budget performance and prepare monthly, quarterly, annual and ad hoc reports on financial status of each program to Senior Leadership., • In collaboration with program leadership manage program expenses and ensure programs stay within budgetary guidelines., • Develop standard finance workflows to streamline and improve financial processes, such as personal needs allowance (PNA), purchase cards and petty cash requests and distribution., • Centralize procurement and invoicing under the Mishkon Finance Department to increase visibility in programs’ spending, improve cost control and prevent overspending., • Create standard program billing workflows in the ICF, IRAs and Comm Habilitation programs to ensure optimum billing is maintained on a weekly basis. Leadership and Team Management: • Direct supervision of assigned staff, including the Business Manager; Bookkeepers; Fiscal Administrative Assistants., • Provide coaching, training and feedback to the Business Manager, Bookkeepers and Fiscal Administrative Assistants through weekly formal supervisions, regular team meetings, to enhance their skills and performance., • Foster a positive and productive team culture, ensuring continuous development, effective collaboration, and alignment with divisional and organizational goals through regular feedback, performance evaluations., • Train new and existing staff on financial policies and procedures to ensure sustainability and accountability., • Participate in and lead performance improvement projects. Risk Management and Compliance: • Develop internal controls and ensure proper maintenance of financial records are in compliance with compliance with federal, state, city and agency standards and policies., • Conduct internal audits and ensure proper financial controls are in place., • Identify potential risks and develop risk mitigation strategies., • Other duties as assigned. CORE COMPETENCIES: • Strong experience in financial management within a nonprofit environment., • Proven track record of managing budgets, financial reporting and compliance., • Experience leading teams, managing projects and working cross-functionally., • Strong management skills, with the ability to utilize data, implement standard work and systems, and continuously improve performance., • Excellent communication and interpersonal skills to effectively interact Senior Leadership, colleagues and external stakeholders., • Solution-focused and exhibits enthusiasm and creativity when presented with challenges. EDUCATIONAL / TRAINING REQUIRED: • Bachelor’s degree in Accounting, Finance, Business Administration or related field. A Master’s degree is preferred. EXPERIENCE REQUIRED: • At least 5 years working in business management in the non-profit sector., • At least 3 years of supervisory experience COMPUTER SKILLS REQUIRED (List the computer skills needed): • Must be able to navigate Office 365 in addition to an Electronic Health Record and other computer programs as required., • Proficient with financial software and systems such as Intacct or similar. VISUAL AND MANUAL DEXIERITY: • The candidate must be able to work on a computer or laptop for 7 hours. WORK ENVIRONMENT / PHYSICAL EFFORT: • The position requires the ability to travel throughout NYC, with the majority of travel being in Brooklyn., • Regularly required to sit for part of the day

A company is looking for a Functional Cost Analyst I. Experience in finance functional disciplines preferred Understanding of Cost Accounting Standards (CAS) and Federal Acquisition Regulations (FAR) Ability to prioritize and manage a multi-tasked workload in a fast-paced environment.

A company is looking for a Project Accountant to join their Shared Services Finance team in a remote position.Key Responsibilities Support Project Managers with contract documents, change orders, and project accounting and billing Prepare and review project setup modification forms and ensure com

A company is looking for a Finance Systems Manager, FP&A. Key Responsibilities Manage budget and forecast consolidations Oversee monthly company reporting Administer financial planning and data warehouse tools Required Qualifications BS/BA in Accounting or Finance 3+ years of progressive fin

A company is looking for a Senior Accountant to manage clients' day-to-day accounting and finance needs remotely.

A company is looking for a Technical Accountant to manage investment portfolio accounting and reporting.Key Responsibilities Review and reconcile custodial feed activity and post monthly transactions in the finance system Prepare and review statutory and GAAP financial statements for investments

Position Summary: The Senior Manager, Financial Planning & Analysis for Marketing and Ecommerce will serve as a strategic finance partner to the Marketing and Ecommerce teams. This role will be responsible for the budgeting, forecasting, planning and performance analysis for Marketing at The Children’s Place and will provide analysis to support data driven decision making across customer acquisition, marketing investments and Ecommerce sales. The Senior Manager combines strong analytical skills and can thrive in a fast-paced, retail environment. Key Accountabilities: • Collaborate with Marketing and eCommerce leaders to align financial goals with business strategies., • Lead the monthly forecast, annual budget, and long-range planning process in collaboration with business leaders., • Prepare weekly, monthly, and quarterly reports and analyses, including KPIs, and provide financial guidance on channel performance., • Monitor KPIs such as conversion rates, traffic, paid media effectiveness, and ROI., • Review forecast and expense trends and analyze variances between actuals and forecasts; deliver actionable insights to improve performance., • Partner with data analytics and BI teams to enhance reporting capabilities., • Develop dashboards and executive-ready presentations to communicate trends, risks, and opportunities., • Proactively identify and execute on areas where process improvement is needed; streamline and reengineer reporting and processes to maximize efficiency., • Identifying, scoping and delivering on special projects and ad-hoc requests. Business Knowledge and Critical Skills • Experience in Marketing and E-Commerce is required, • Budgeting, Forecasting and strong analytical skills, • Organized, self-motivated and able to operate at a high level amid a fast-paced & dynamic work culture, • Experience in financial reporting and presenting to Senior Management, • Experience in the retail industry, • Excellent written and verbal communication skills, • Ability to lead and challenge multiple teams and departments with regards to KPI, marketing spend and ROI, • Self-starter, constantly looking for ways to improve existing processes, takes initiative and develops a plan of action, • Ability to follow up with teams on deliverables, milestones and approaching deadlines, identify & bubble up risks/concerns, problem solver, • SAP and Hyperion systems knowledge as well as advanced Excel skills Education and Experience: • Bachelor’s degree in Finance or Accounting, • 5-10 years of experience, • Experience with Marketing Finance and Ecommerce, • FP&A experience in corporate retail, • Background or knowledge of Accounting Details: • Full time role located in Secaucus, New Jersey, • Hybrid work model includes in-office days on Monday, Tuesday, and Thursday., • Health, Vision & Dental Insurance for full-time employees, • 401K with employer match program, • Generous employee discount

Job Title: Senior Financial Analyst Location: New York, NY 10065 Schedule: M-F 9a-5p Duration: 6 Months with possible extension Pay Range: $35 - $38/Hour Job Description & Requirements: • 5 yrs related work exp (required)., • Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required)., • Heavy customer service skills., • Able to multi-task and prioritize., • Someone who works independently with ongoing training., • Understands contracts and the importance of completing tasks within time allotted. Education: • Bachelors (required)., • Degree or major in Accounting/Finance (preferred). “Pride Health offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors”

About Extension Health Extension Health is a physician-led longevity and performance clinic transforming how people age. With 12+ years of clinical experience and 50,000+ patients served, we deliver measurable results through advanced diagnostics, leading-edge therapeutics, and an elevated member experience. Founded by Dr. Jonathann Kuo—one of the world’s foremost experts in regenerative and longevity medicine—Extension Health blends medical precision with human-centered care. Our clinic is trusted by high-performance individuals globally, from CEOs and athletes to entertainers and heads of state. Our mission: extend both lifespan and healthspan so people can live longer, perform better, and stay vibrant for the moments and people that matter most. Role Overview The Director of Finance will serve as the hands-on financial operator responsible for budgeting, forecasting, performance reporting, and fundraising preparation. This individual will maintain and evolve the operating models, coordinate cross-functional inputs, ensure financial clarity, and support audit and lender requirements. Approximately 65–70% of this role will focus on Extension Health, with the remainder supporting Hudson Medical (pain management division) and Hudson Mind (interventional mental health division). Apply to join a scaling organization at a pivotal moment, and help build the financial foundation for the next phase of Extension Health’s growth. Key Responsibilities Financial Planning & Analysis • Own and maintain all operating and forecasting models across entities., • Produce monthly performance reports, dashboards, and variance analyses for executive review., • Build and refine multi-year budgets and projections., • Partner with department leads to ensure assumptions are accurate and operationally grounded. Fundraising & Capital Strategy • Build investor-facing financial models and materials., • Prepare and maintain data room materials for fundraising and lender diligence., • Support evaluation of capital raise structures, growth scenarios, and valuation analysis., • Partner with legal, audit, and technical accounting teams. Financial Operations & Compliance • Coordinate with the accounting team to ensure timely, accurate monthly closes., • Maintain audit readiness and support annual CPA-reviewed GAAP financials., • Assist with treasury oversight, cash visibility, and scenario planning., • Support intercompany reporting and shared-services cost allocations. Cross-Functional Leadership • Work closely with Operations, Marketing, Clinical, and HR to align financial expectations and inputs., • Translate complex financial data into clear insights for executives and department heads., • Improve company planning processes and decision-making frameworks. Systems, Processes & Infrastructure • Build scalable, repeatable forecasting and reporting systems., • Create departmental input templates, KPI dashboards, and standardized reporting cadence. Qualifications Experience • 6–10 years of experience in FP&A, corporate finance, investment banking, private equity, or consulting., • Strong financial modeling expertise, including complex multi-entity forecasting., • Prior experience supporting fundraising, investor diligence, or audit processes (strongly preferred)., • Healthcare or multi-entity services experience is a plus. Skills & Attributes • Hands-on, detail-oriented operator who is comfortable in a hybrid strategic/tactical environment., • Excellent communicator who can simplify complex financial topics., • Strong analytical capabilities and ability to synthesize data into decision-ready materials., • Comfortable working in an evolving structure with shared systems, technical accounting partners, and multiple stakeholders., • Highly organized, process-driven, and proactive. Compensation & Benefits • Salary range: $165K–$200K (commensurate with experience), • Bonus + Equity, • Benefits: health, dental, and vision, • Access to discounted cutting-edge protocols and products, • PTO, sick days, and observed holidays Position Summary • Position Type: Full-time, • Reports To: SVP Strategy & Finance, • Work Location: Hybrid; 3 days a week required in office in New York City, • Start Date: asap Send your resume and cover letter to

Financial Controller (FC) will manage accounting team with a goal to streamline budgeting, payroll, and financial reporting processes. FC will also produce thorough financial-status reports for senior managers to help improve our operational efficiency and aid in our continued growth. Areas of Responsibilities: • Corporate Accounting, • Consolidating subsidiary and business unit results., • Intercompany Accounting, • Allocations, • Monthly Close, • Coordinating external audits and tax filings., • Managing financial reporting and accounting activities., • Evaluating and improving accounting policies and procedures., • Handling fixed assets and capital expenditures, • Technical Accounting (identifying processing problems and executing corrections and changes) Key duties include but not limited to: • Responsible for recording of all company’s financial transactions including expenses, incomes, sales and purchases with the goal of compiling correct and transparent financial statements., • Ensures that the month-end and year-end closings are efficiently organized, and that financial data is accurate for the reporting period (with the goal of eventually completing the process within 10 business days from the end of the reporting period)., • Review and sign-off on monthly reconciliations to ensure accuracy and timeliness., • Analyze and investigate significant variances on the Balance Sheet and Profit and Loss., • Provide comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points, • Cost Control through review of expense reporting and invoice processing., • Compile information required for audits and tax returns., • Ensures protection and maintenance of Fixed Assets., • Support the FP&A function as needed during the annual budgeting process., • Help to achieve budgeting goals with proper scheduling, analysis, and corrective actions, • Implement consistent accounting policies, practices, and procedures across all divisions/departments., • Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflows, • Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity, • Interacts with all departments for any technical issues that may have an impact on books, • Responsible for maintaining all Finance related Manuals, including the Finance Manuals and Chart of Accounts. Position Requirements: • Bachelor's degree in accounting, finance, or a related field. MBA or master's degree is a plus. CPA/CMA designations are preferred but not required., • At least 10 years of proven work experience with at least 5 years as a financial controller with a mid-to large enterprise. Experience with apparel manufacturer is strongly desirable. 3PL logistics experience is a plus., • Proficiency in accounting software like SAP, Oracle NetSuite. Knowledge of MultiView is a plus. Ability to handle large amounts of data in Excel is a must. Experience with AI analytics is a plus., • Awareness of data governance and cybersecurity is desirable. Benefits: Company offers competitive salary. Generous PTO policy. Health insurance eligibility on second calendar month of employment. Ability to participate in Company 401(k) plan from day one of employment.

The Finance Manager serves as a key member of the leadership team, with direct responsibility for all financial operations across MW Supermarket Holdings, LLC overseeing accounting, reporting, budgeting, and financial planning for all store locations. This role is hands-on, analytical, and highly collaborative, requiring regular interaction with store management, corporate leadership, and external partners. Essential Functions The core functions of this position include, but are not limited to, the following: • Oversee all general accounting functions, including accounts payable, accounts receivable, payroll, and general ledger maintenance., • Lead the development, implementation, and management of annual budgets, forecasts, and monthly financial reporting for all 17 store locations., • Ensure the integrity, accuracy, and timeliness of all financial statements and management reports., • Monitor cash flow, prepare regular analyses, and manage banking relationships and treasury functions., • Maintain and implement effective internal controls, policies, and procedures to safeguard assets and ensure compliance with company and regulatory requirements., • Coordinate and support periodic audits—internal and external—ensuring timely completion and addressing any issues or recommendations., • Serve as a strategic advisor to the General Manager and executive team, providing insight and guidance on financial performance, cost controls, and business opportunities., • Support all tax filings, compliance activities, and liaise with external accountants and regulatory authorities as needed., • Lead, mentor, and develop the finance and accounting team, fostering a culture of excellence, collaboration, and continuous improvement., • Partner with store and division management to analyze operational results and recommend improvements to drive profitability and efficiency., • Manage financial systems, upgrades, and the implementation of best practices across the department. Qualifications • Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA preferred., • Minimum 7 years of progressive accounting or finance experience, preferably in retail, grocery, or a multi-unit environment., • Hands-on experience with all aspects of accounting, financial reporting, and budgeting, with demonstrated leadership in a controller or senior finance role., • Strong analytical, problem-solving, and organizational skills; proficiency with financial systems and Excel., • Ability to communicate complex financial information clearly to non-financial stakeholders., • Experience managing and developing a team., • Capacity to travel between store locations as necessary., • High level of integrity, attention to detail, and commitment to confidentiality. Working Conditions & Physical Demands • Fast-paced, multi-unit retail environment., • Ability to work flexible hours as needed during month-end, year-end, or special projects., • Occasional travel to store locations throughout the NYC area., • Routine use of computers, spreadsheets, and financial management software. MW Supermarket Holdings, LLC. is proud to offer a comprehensive benefits package designed to support the health, well-being, and professional development of our Associates. Benefits include medical, dental, and vision coverage, life and disability insurance, paid time off and holidays and collaborative, team-oriented work environment. Many of these benefits are partially funded by the company, with some subject to eligibility requirements. MW Supermarket Holdings, LLC is a wholly owned subsidiary of Wakefern Food Corp. WE ARE AN EQUAL OPPORTUNITY EMPLOYER, COMMITTED TO A DIVERSE WORKFORCE THAT REFLECTS THE COMMUNITIES WE SERVE

Job Description Investment Operations Analyst Responsibilities • Processing lifecycle activity for various loan types (syndicated, revolvers, delayed draws, private corporate and commercial real estate loans), bonds, equities, derivatives, etc., • Processing of loan notices received for events related to paydowns, interest, coupons, delayed draws, revolvers, PIK, and cashless rolls., • Perform full reconciliation of positions and cash balances with custodians, fund administrators, and counterparties., • Track and process amendments and reorganizations, coordinating with Finance & Accounting, Valuations, and Front Office teams as needed., • Prepare monthly and quarterly close packages for the Finance & Accounting team, including unresolved reconciliation items, trade activity, accrual details, and any potential control issues., • Manage ongoing maintenance of an assigned portfolio, supporting the front office and controllers with reporting, analysis, and ad-hoc requests. Preferred Experience • Familiarity with the syndicated loan market, • Ability to interpret Loan Facility Agreements and related documents, • Experience handling system processing for credit events, • Basic understanding of general ledger accounting, • Bachelor's degree in Finance, Accounting, or Economics, • Exposure to loan, TRS, or fixed-income settlement processes is beneficial