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BNY Pershing is a subsidiary of BNY that provides clearing, custody, and other financial business solutions to investment advisors, broker-dealers, and wealth managers. It supports clients with technology, operational services, and investment solutions to help them grow and manage their businesses effectively. We are seeking a team member for the role of Vice President to join our Regulatory Reporting team. This role is located in Jersey City, NJ – Hybrid. In this role, you’ll make an impact in the following ways: • Support the preparation of the daily 15c3-3 customer reserve computation including aggregating data and producing calculations., • Extract, analyze, and interpret large datasets for reporting accuracy., • Conduct in-depth analytical research identifying trends and anomalies to prepare management level commentary on variances., • Develop, maintain, enhance, and validate regulatory reporting policies and procedures ensuring continued compliance with applicable regulations, • Prepare root cause analysis, develop recommendations and solutions, escalate to management and follow through on issue remediation., • Collaborate with cross-functional teams to design and implement process improvements to streamline reporting workflows and improve data quality., • Assist in the testing and implementation of issue remediation and automation efforts., • Interface with internal stakeholders in the organization to build a broad range of knowledge spanning across finance, treasury, and operations., • Participate, as needed, in certain processes related to broker dealer and bank regulatory reporting including but not limited to 15c3-1 net capital computation, FOCUS, Treasury International Capital (TIC), Basel III, FR-Y9C and FR-2052a reporting. To be successful in this role, we are seeking the following: • Bachelor’s degree in a financial discipline such as Accounting or Finance., • 3-5 years of broker dealer regulatory reporting experience is preferred., • Strict attention to detail, able to prioritize tasks under tight deadlines, demonstrate risk awareness and escalate issues when appropriate., • Strong analytical and problem-solving skills., • High proficiency in Microsoft Office, • Experience with Artificial Intelligence such as Co-Pilot and ChatGPT, • Team player with a positive attitude and strong work ethic., • Excellent technical and effective communication skills. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team.

The Role: \n The Senior Finance Director will lead the financial operations, strategy, and planning to drive growth and profitability across two NYC locations of a growing hospitality group. Responsibilities include overseeing accounting, budgeting, forecasting, and compliance. This is an in person role and works out of our location in Manhattan. \n Responsibilities: \n\n • Strategic Planning: Develop long-term financial plans, forecasts, and budgets to meet company objectives.\n, • Financial Operations: Oversee daily accounting, cash management, and financial reporting (income statements, balance sheets).\n, • Budgeting & Analysis: Lead the annual budget process, monitor performance, and provide variance analysis to executive leadership.\n, • Compliance & Risk: Ensure compliance with GAAP/IFRS standards, manage tax compliance, and maintain robust internal controls.\n, • Leadership: Mentor the finance manager, manage relationships with auditors/banks, and advise on cost-saving opportunities.\n, • Decision Support: Analyze financial data to inform strategic business initiatives and evaluate potential risks.\n\n Qualifications: \n\n • Bachelor’s degree in finance, accounting, or economics; CPA or MBA\n, • 10+ years of progressive finance or accounting experience in a multi-unit hospitality setting, with 6+ years leadership experience\n, • Strong proficiency in financial modeling, regulatory frameworks, and GAAP.\n, • Excellent communication, leadership, and strategic thinking abilities.\n

Key Responsibilities \n 1. Financial Strategy and Leadership \n\n • Develop and execute the company's financial strategy in alignment with corporate objectives and long-term growth plans.\n, • Serve as a strategic business partner to the CEO, board of directors, and executive leadership team.\n, • Evaluate business performance, growth opportunities, acquisitions, investments, and strategic initiatives.\n, • Provide financial insights and recommendations to support executive decision-making.\n, • Establish financial objectives, performance targets, and key performance indicators (KPIs).\n\n 1. Financial Planning, Budgeting, and Forecasting \n\n • Lead annual budgeting, long-range financial planning, and periodic forecasting processes.\n, • Develop financial models, scenario analyses, and sensitivity assessments to support strategic planning.\n, • Monitor actual performance against budgets, forecasts, and business targets.\n, • Identify opportunities to improve revenue, profitability, cash flow, and operating efficiency.\n, • Develop and maintain financial dashboards and management reporting for executive leadership.\n\n 1. Financial Reporting and Accounting \n\n • Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements.\n, • Ensure compliance with applicable accounting standards, tax requirements, and regulatory obligations.\n, • Establish and maintain robust accounting policies, procedures, and internal financial controls.\n, • Oversee the month-end and year-end close processes.\n, • Coordinate external audits and work with external accounting, tax, and advisory firms as required.\n\n 1. Cash Flow, Treasury, and Capital Management \n\n • Oversee cash flow forecasting, working capital management, liquidity, and treasury activities.\n, • Develop strategies to optimize cash conversion, collections, payables, and balance sheet performance.\n, • Manage banking relationships, debt facilities, financing arrangements, and capital structure.\n, • Evaluate funding requirements and recommend appropriate financing strategies.\n, • Ensure sufficient liquidity to support ongoing operations and strategic investments.\n\n 1. Business Performance and Operational Excellence \n\n • Partner with business leaders to evaluate financial performance and operational effectiveness.\n, • Analyze revenue trends, cost structures, margins, and profitability by business unit, product, or customer segment.\n, • Identify cost optimization opportunities while protecting business quality and growth.\n, • Establish financial accountability and performance management processes across the organization.\n, • Drive improvements in financial systems, processes, automation, and reporting efficiency.\n\n 1. Risk Management, Compliance, and Governance \n\n • Identify, assess, and mitigate financial, operational, and strategic risks.\n, • Maintain effective internal controls and appropriate financial governance frameworks.\n, • Oversee tax planning, insurance considerations, regulatory reporting, and financial compliance.\n, • Ensure adherence to relevant laws, regulations, accounting standards, and company policies.\n, • Support the board and relevant committees with financial reporting, risk assessments, and governance matters.\n\n 1. Investor Relations and Strategic Transactions \n\n • Manage relationships with investors, lenders, shareholders, and other financial stakeholders, as applicable.\n, • Prepare financial presentations and performance updates for the board and investors.\n, • Lead financial due diligence and evaluation for mergers, acquisitions, divestitures, and strategic partnerships.\n, • Assess investment returns, valuation considerations, and capital allocation alternatives.\n, • Support fundraising, refinancing, and other strategic financing initiatives.\n\n 1. Leadership and Team Development \n\n • Lead, develop, and mentor the finance and accounting team.\n, • Build a high-performing finance function focused on accuracy, accountability, business partnership, and continuous improvement.\n, • Establish clear responsibilities, performance expectations, and professional development plans.\n, • Promote collaboration across finance, operations, sales, human resources, technology, and other departments.\n, • Foster a culture of financial discipline, transparency, and data-driven decision-making.\n\n \n Qualifications and Experience \n Education \n\n • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.\n, • MBA, master's degree in finance, or equivalent advanced qualification preferred.\n, • CPA, CA, ACCA, CFA, or another relevant professional designation preferred, depending on the company's requirements and jurisdiction.\n\n Professional Experience \n\n • Typically 10+ years of progressive experience in finance, accounting, corporate finance, or related functions.\n, • Significant experience leading a finance organization or major financial function.\n, • Demonstrated experience in financial planning and analysis, budgeting, forecasting, financial reporting, and cash management.\n, • Proven track record of supporting business growth, improving profitability, and strengthening financial controls.\n, • Experience working with executive leadership and presenting financial information to a board or equivalent governing body.\n, • Experience managing audits, compliance requirements, banking relationships, and external financial advisors.\n, • M&A, fundraising, investor relations, or capital markets experience is advantageous where relevant.\n\n, • \n

A great client at UHY is seeking a Head of Advisory - Tax and Accounting. The ideal candidate will have a CPA with tax experience, multi-location professional services leadership experience, and a proven track record of driving revenue growth and profitability. \n \n The Head of Advisory - Tax and Accounting role is a remote position with occasional travel. This is a client direct hire position. \n \n Head of Advisory - Tax and Accounting Responsibilities \n\n • Lead the growth and overall performance of the tax and accounting practice, including revenue, profitability, client retention, and operational effectiveness.\n, • Develop and execute business strategies that support expansion and long-term organizational goals.\n, • Oversee the integration of acquired practices, aligning teams, processes, service standards, and organizational culture.\n, • Identify opportunities to improve workflows, standardize service delivery, and build scalable operating processes.\n, • Establish performance metrics and accountability measures to improve productivity, service quality, and business results.\n, • Recruit, develop, and lead a strong management team across tax, accounting, bookkeeping, and operations.\n, • Build a culture focused on accountability, collaboration, client service, and continuous improvement.\n, • Strengthen relationships with clients, business partners, and leaders across related service lines to support retention and business development.\n, • Identify opportunities to expand client relationships, increase referrals, and grow services across the organization.\n, • Provide executive oversight of tax planning, compliance, technical quality, and risk management while empowering technical teams to manage day-to-day delivery.\n, • Partner with other business leaders to improve service delivery, implement technology, and support continued growth.\n, • Guide teams through organizational change, acquisitions, and business expansion.\n\n \n Head of Advisory - Tax and Accounting Requirements \n\n • Active CPA credential required, with prior tax experience.\n, • 12+ years of progressive leadership experience in tax, accounting, wealth management, or a related professional services environment.\n, • Experience leading a regional, national, or multi-location practice with responsibility for revenue, profitability, and overall business performance.\n, • Demonstrated success building and expanding a practice through organic growth, acquisitions, or both.\n, • Experience leading operational improvements, integrating acquired businesses, and developing scalable processes.\n, • Strong executive presence and the ability to build trust and influence senior leaders, clients, and cross-functional teams.\n, • Proven ability to develop leaders, improve team performance, and manage organizational change.\n, • Commercial mindset with experience driving client retention, business development, and account growth.\n, • High standards of integrity, professional ethics, regulatory compliance, and client service.\n, • Advanced degree in Taxation, Law, Business Administration, or a related field preferred.\n, • Experience serving physicians, dentists, medical groups, or high-net-worth clients preferred.\n, • Experience in a private equity-backed, rapidly growing, or acquisition-focused organization preferred.\n, • Familiarity with complex business structures and technology-enabled service delivery preferred.\n\n \n ----------------- \n UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is project work, loaned staff support or business process outsourcing–we are ready to meet your needs. \n \n Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly. \n

Job title : SAP FS-RI Consultant \n Location : Jersey City ,NJ \n Job Type : Contract \n Job Description \n 1. Role Overview \n We are looking for an experienced SAP FS-RI Consultant with strong hands-on experience in SAP Reinsurance Management, reinsurance business processes, configuration, and production support. The ideal candidate must have a solid understanding of reinsurance accounting, treaty and facultative reinsurance, and integration with SAP S/4HANA Finance and SAP FS-CD. \n Industry Experience: Insurance/Reinsurance industry experience is mandatory. \n 1. Required Technical and Functional Skills \n\n • Strong hands-on experience with SAP FS-RI (Reinsurance) configuration and support.\n, • Proven reinsurance domain expertise, including:\n, • Treaty and Facultative Reinsurance.\n, • Proportional and Non-Proportional Reinsurance Structures.\n, • Ceded and Assumed Reinsurance.\n, • Experience in treaty/contract setup, premium calculation, postings, and estimations.\n, • Functional knowledge of claims processing, recoveries, commissions, settlements, Unearned Premium Reserve (UPR), and reinstatement premiums.\n, • Strong understanding of reinsurance accounting principles.\n, • Experience supporting month-end, quarter-end, and year-end closing processes.\n, • Integration experience with:\n, • SAP S/4HANA Finance (FI-GL, FI-AP, FI-AR).\n, • SAP FS-CD.\n, • Ability to analyze posting logic, document flow, reconciliation issues, and data discrepancies.\n, • Experience supporting System Integration Testing (SIT), User Acceptance Testing (UAT), and production issues.\n, • Ability to prepare functional specifications and participate in business requirement discussions.\n, • Exposure to SAP and non-SAP system interfaces.\n, • Basic ABAP debugging and log analysis skills.\n, • Experience Required: 6+ years of SAP experience, including at least 3+ years of hands-on SAP FS-RI experience.\n\n 1. Roles and Responsibilities \n\n • Analyze business requirements related to reinsurance processes and translate them into SAP FS-RI functional solutions.\n, • Configure and support SAP FS-RI for treaty and facultative reinsurance, including proportional and non-proportional structures.\n, • Set up and maintain reinsurance contracts, treaties, sections, and participation structures.\n, • Support premium calculations, estimations, postings, claims, recoveries, commissions, and settlements.\n, • Ensure accurate reinsurance accounting and postings to SAP S/4HANA Finance.\n, • Manage UPR, reinstatement premiums, and period-end reinsurance activities.\n, • Support month-end, quarter-end, and year-end closing processes related to reinsurance.\n, • Collaborate with Finance, Actuarial, and Business stakeholders to resolve functional issues.\n, • Support and coordinate system integration with SAP FS-CD, SAP FI, and upstream/downstream systems.\n, • Prepare and maintain functional specifications, configuration documents, and test scenarios.\n, • Support SIT, UAT, defect resolution, and production issue management.\n, • Analyze and resolve posting errors, reconciliation issues, and data discrepancies.\n, • Ensure compliance with internal controls, audit requirements, and applicable regulations.\n, • Participate in change management, transport management, and release activities.\n, • Provide knowledge transfer and support to onshore/offshore teams as required.\n\n 1. Mandatory Requirements \n\n • 6+ years of overall SAP experience.\n, • 3+ years of hands-on SAP FS-RI experience.\n, • Mandatory insurance/reinsurance industry experience.\n, • Strong functional knowledge of reinsurance processes and accounting.\n, • Experience integrating SAP FS-RI with SAP Finance and SAP FS-CD.\n\n

Position Overview \n The Principal will join a growing private markets investment platform focused on secondary transactions and related investment solutions. The business spans a range of investment vehicles, including traditional drawdown funds, separately managed accounts, and evergreen and registered products, with a substantial and expanding assets under management base. \n Working closely with senior leadership and cross-functional partners, this individual will play a key role in strengthening the operating infrastructure, financial oversight, and reporting capabilities of the platform. \n \n This newly established senior position will be responsible for supporting the continued expansion of the business and executing its long-term operating model. Key areas of responsibility include accounting, fund operations, financial reporting, and the development of scalable processes and controls. The successful candidate will drive operational efficiencies, advance automation initiatives, and work collaboratively across the organization to address complex financial and operational matters. \n \n The ideal candidate is a hands-on leader who combines strong technical accounting expertise with strategic thinking, operational leadership, and the ability to build infrastructure that supports a growing investment business. \n \n Key Responsibilities \n\n • Oversee accounting, fund operations, and financial reporting across a portfolio of investment vehicles.\n, • Support the continued development and execution of the operating model, including the implementation of scalable processes, systems, and internal controls.\n, • Manage data integrity and governance across external service providers, fund administrators, and portfolio reporting platforms.\n, • Review and assess budgets across multiple fund entities, identifying variances, risks, and opportunities for improvement.\n, • Collaborate with internal teams to enhance liquidity forecasting, financial modeling, and forward-looking analysis.\n, • Support the operational planning and infrastructure required to launch new investment products, including participation in provider selection processes and RFPs.\n, • Coordinate responses to investor and client information requests, including those arising during fundraising and other key business initiatives.\n, • Partner with investment professionals and teams across client relations, finance, operations, tax, legal, marketing, and technology.\n, • Provide leadership, guidance, and quality control for junior team members.\n, • Lead special projects and strategic initiatives on behalf of senior management.\n\n \n Qualifications and Experience \n\n • CPA preferred, with approximately 15 or more years of experience in public accounting, private funds, or a related financial services environment.\n, • Extensive experience in private markets secondaries, fund-of-funds, or a closely related investment structure, including a strong understanding of fund accounting, operations, and financial reporting.\n, • Advanced knowledge of U.S. GAAP and complex investment fund accounting matters.\n, • Significant experience in accounting oversight, financial control, and reporting, with the ability to assume broad ownership of financial operations within a rapidly expanding investment platform.\n, • Proven track record of enhancing operating models, developing scalable infrastructure, and leading process improvement initiatives.\n, • Strong interest in technology-enabled transformation, workflow automation, and the responsible integration of AI into financial processes and governance.\n, • Excellent analytical, quantitative, and problem-solving capabilities, with strong written and verbal communication skills.\n, • Ability to work effectively across teams, exercise sound judgment, manage competing priorities, and escalate issues appropriately.\n, • Highly organized, proactive, and detail-oriented, with strong ownership and execution skills.\n, • Advanced Microsoft Excel proficiency required; familiarity with AI-enabled tools, Alteryx, Anaplan, or Power BI is advantageous.\n\n

About the Opportunity \n Grant Herrmann Schwartz & Klinger LLP (GHSK), a boutique law firm serving domestic and international clients, is seeking an experienced Senior Tax Accountant to join our team. \n The ideal candidate will have a strong background in tax preparation and compliance, including international tax reporting and foreign asset disclosures. This position requires exceptional attention to detail, strong analytical skills, and the ability to independently manage multiple client matters while delivering high-quality service. \n \n Key Responsibilities \n Tax Preparation & Compliance \n\n • Prepare federal and state tax returns for domestic and foreign corporations, partnerships, trusts, estates, and individuals.\n, • Handle complex international tax reporting involving foreign assets, cross-border investments, and international holding structures.\n, • Prepare tax filings including Forms 1040, 1040NR, 1120, 1065, 1116, 8938, 3520, 3520-A, 5471, and FBAR filings.\n, • Prepare and review tax payments, financial statements, and quarterly and annual tax reports.\n, • Research complex tax issues, interpret applicable regulations, and identify tax planning opportunities.\n, • Stay current on changes in federal, state, and international tax laws and reporting requirements.\n, • Assist clients with tax audits and compliance-related matters.\n\n \n Client & Matter Management \n\n • Manage assigned client matters, ensuring accuracy, timely completion, and exceptional client service.\n, • Communicate effectively with clients and colleagues regarding tax matters, deadlines, and deliverables.\n, • Monitor matter budgets, billable hours, and project resources.\n, • Coordinate with attorneys, partners, and other team members to ensure efficient completion of client work.\n, • Assist with client billing and accounts receivable matters as needed.\n\n Team Collaboration & Oversight \n\n • Review work prepared by other team members to ensure accuracy and compliance.\n, • Delegate assignments and provide guidance and training to junior staff, as appropriate.\n, • Collaborate with attorneys and other professionals on complex domestic and international tax matters.\n\n \n Qualifications \n Required: \n\n • Bachelor's degree in Accounting, Finance, Business, or a related field.\n, • Minimum of 4 years of professional accounting and tax preparation experience.\n, • At least 1 year of experience with foreign asset reporting and international tax compliance.\n, • Strong knowledge of federal and state tax regulations, GAAP, and accounting best practices.\n, • Proficiency with tax preparation and accounting software and Microsoft Office Suite, particularly Excel.\n, • Excellent organizational, analytical, and problem-solving skills.\n, • Strong written and verbal communication skills.\n, • Ability to manage multiple priorities, meet deadlines, and work independently with a high degree of accuracy.\n\n Preferred: \n\n • CPA or Enrolled Agent (EA) designation.\n, • Master's degree in Accounting, Taxation, or a related field.\n, • Experience preparing complex tax returns for high-net-worth individuals, trusts, estates, and international business structures.\n, • Prior experience in a law firm, accounting firm, or professional services environment.\n, • Experience reviewing the work of junior accounting professionals.\n\n \n What We're Looking For \n We are seeking a detail-oriented, proactive professional who takes ownership of their work and is committed to providing exceptional client service. The successful candidate will demonstrate sound judgment, accountability, initiative, and the ability to thrive in a collaborative, deadline-driven professional environment. \n The position may require additional hours during peak tax periods and occasional local travel. \n \n Compensation \n Base Salary: $110,000–$130,000 annually, commensurate with experience, qualifications, and technical expertise. \n \n Equal Opportunity Employer \n Grant Herrmann Schwartz & Klinger LLP is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law. \n \n No Recruiters, Please: We are not accepting inquiries or candidate submissions from staffing agencies or third-party recruiters for this position.

Coda Search is partnering with a prominent law firm that is seeking to hire a Senior Tax Accountant with offices located in New York. This is a fantastic firm that is considered one of the top firms in the nation and has grown exponentially over the past year. The team is seeking a Senior Tax Accountant who will be responsible for reviewing tax returns, preparing tax estimates/projections, and working closely with the outside consultants. \n \n The role offers a great work-life balance and is a fantastic position for someone who is looking to break away from public accounting and gain exposure on the corporate side. \n \n Qualifications: \n\n • Bachelor’s degree in Accounting or Finance\n, • 2+ years of tax experience in public accounting\n, • Excellent communication skills\n, • Prior experience reviewing individuals, partnerships, and corporation returns\n, • Analytical mind-set\n

Our Client, a leading US alternative investment manager with a global footprint, is looking for an ambitious and experienced Private Markets Valuations specialist to lead a rapidly growing team. The team sits across the New York, NY, and Stamford, Conn., offices and can be located in either. \n \n The right candidate needs to be a valuations expert, or guru. This is a VP/Director level role with a competitive package and strong trajectory. \n \n A strong Big 4/Challenger background and in-house (Hedge Fund/Private Credit/RE) track record is essential. \n \n Responsibilities: \n \n\n • Own all valuations, financial modelling and broader performance reporting across a complex array of Private Credit and Real Estate instruments: debt, convertibles, preferentials, perfoming and non-performing loan protfolios\n, • Provide direct support to Partners, Investment Teams, Investor Relations and Finance\n, • Streamline illiquid valuations processes\n\n \n Profile: \n \n\n • Strong academic track record in Mathematics or Sciences\n, • CFA / ACA / equivalent accounting qualification\n, • Min. 3+ years' Valuations experience in Big 4/Challenger\n, • Min. 3+ years' experience in a Tier 1 Hedge Fund, Credit or Real Estate environment\n, • Strong Microsoft and Visualisation tools experience - mandatory (e.g.: Sigma, Power BI, etc.).\n\n

We are partnering with a global financial institution on a search for a Director within its Finance organization in New York. \n \n This is a senior, hands-on position with responsibility across financial control, broker-dealer accounting and regulatory reporting. The individual will work closely with senior leadership and partner across Finance, Risk, Compliance, Operations and other key stakeholders. \n \n Responsibilities: \n\n • Lead financial control and regulatory reporting activities across multiple legal entities.\n, • Oversee broker-dealer books and records and ensure a strong financial control environment.\n, • Manage key regulatory capital calculations and reporting requirements.\n, • Take ownership of month-end close and general ledger processes.\n, • Support regulatory, audit, and SOX-related matters.\n, • Lead and develop members of the Finance team while driving process and control improvements.\n\n \n Qualifications: \n\n • CPA required\n, • 10+ years of relevant experience across financial control, regulatory reporting and/or broker-dealer finance.\n, • Strong understanding of FINRA/SEC broker-dealer requirements.\n, • Experience with Net Capital / Rule 15c3-1 highly preferred.\n, • Series 27 preferred; candidates with the ability to obtain the registration may also be considered.\n, • Strong understanding of capital markets and banking products.\n, • Strong analytical, communication and leadership skills.\n

Our client, a global financial institution, is seeking a Project Finance Specialist to join its New York team. The ideal candidate will have experience in structured finance, credit analysis, and financing transactions, with a focus on infrastructure, energy, and other large-scale projects. \n \n Responsibilities: \n \n\n • Analyze and structure project finance transactions, including debt financing for infrastructure, energy, and renewable energy projects.\n, • Develop and review financial models, cash flow projections, and credit analyses.\n, • Evaluate transaction risks, including financial, operational, and regulatory considerations.\n, • Prepare credit memorandums, investment presentations, and internal approval materials.\n, • Support deal execution, due diligence, documentation, and closing processes.\n, • Monitor existing project finance portfolios and assess ongoing credit performance.\n, • Coordinate with internal credit, risk, legal, and compliance teams, as well as external advisors.\n\n \n Qualifications: \n \n\n • Bachelor's degree in Finance, Accounting, Economics, or a related field.\n, • 3–7 years of experience in project finance, structured finance, corporate banking, or credit analysis.\n, • Strong financial modeling, credit underwriting, and cash flow analysis skills.\n, • Experience with infrastructure, power, energy, or renewable energy financing preferred.\n, • Knowledge of loan structuring, credit agreements, and project finance documentation.\n, • Strong analytical, communication, and organizational skills.\n, • Proficiency in Microsoft Excel and financial modeling.\n\n

Company Description \n MayTech Global Investments is an independent, employee-owned investment firm specializing in global growth portfolios for institutional and individual clients. Our collaborative, research-driven culture is built on disciplined investing, intellectual curiosity, and long-term thinking. \n Role Description \n The Equity Research Associate supports the investment team through fundamental research on global equities. Responsibilities include analyzing financial statements, building financial models, monitoring industries, preparing investment research, and identifying new investment opportunities. The role works closely with portfolio managers and analysts to support investment decisions in a fast-paced, team-oriented environment. \n Qualifications \n\n • Bachelor's degree in Finance, Economics, Accounting, or a related field\n, • Strong analytical, financial modeling, and Excel skills\n, • Understanding of financial statements, valuation, and equity markets\n, • Excellent written and verbal communication skills\n, • High attention to detail with the ability to manage multiple projects\n, • Experience with Bloomberg, FactSet, or similar research platforms is a plus\n, • CFA candidate or progress toward the designation is a plus\n, • Passion for global growth investing and continuous learning\n\n Why Join MayTech? \n\n • Competitive compensation, bonus, and benefits\n, • 401(k), paid time off, and health insurance\n, • Direct mentorship from experienced portfolio managers\n, • Meaningful exposure to investment research and portfolio management\n, • Collaborative, entrepreneurial culture with opportunities to grow\n\n

Vice President of Asset Management \n Company: Rose Valley Capital \n Location: Brooklyn, NY (hybrid). Approximately 25% travel to properties across the U.S (candidate must live in the New York City area) \n Reports to: Chief Executive Officer \n Direct reports: 2 Asset Managers \n Employment type: Full-time, exempt \n About Rose Valley Capital \n Rose Valley Capital is a vertically integrated real estate investment and management platform that acquires, repositions, and operates conventional multifamily rental properties across the United States. Our portfolio spans approximately 13,000 residential units across 12 states. Our team combines disciplined underwriting and capital markets expertise with hands-on asset and property management, giving us direct control over performance at every property in our portfolio. As we continue to grow nationally, we are building a lean, high-caliber team to drive value across our assets. \n About the Role \n Rose Valley Capital is looking for a Vice President of Asset Management to lead the financial and strategic performance of our nationwide portfolio of conventional multifamily rental assets. Reporting directly to the CEO, you will set the business plan for each asset, hold property management and operations teams accountable to it, and work with ownership, capital markets, and lenders to maximize NOI and long-term value. You will lead a small, high-performing asset management team and have the opportunity to grow it as the portfolio expands. This is a senior leadership role with real influence over acquisitions, dispositions, capital planning, and portfolio strategy. \n Key Responsibilities \n Portfolio strategy and performance \n\n • Develop and execute asset-level business plans, including hold/sell analysis, repositioning, and value-add strategies\n, • Own annual budgets, reforecasts, and long-range projections, and drive NOI and cash flow to target\n, • Monitor KPIs (occupancy, rent growth, delinquency, turnover, expense ratios) and act on variances across markets\n\n Property operations oversight \n\n • Partner with regional and property managers to align on leasing strategy, pricing, and expense control\n, • Review monthly operating and variance reports and lead quarterly asset reviews\n, • Oversee third-party vendors and service contracts for cost and quality\n\n Capital planning and execution \n\n • Underwrite and manage capital projects, renovations, and unit upgrades, tracking scope, budget, timeline, and returns\n, • Coordinate with Capital Markets on refinancings, debt compliance, and lender reporting\n, • Support acquisitions and dispositions through due diligence, underwriting, and transition\n\n \n Reporting and stakeholder management \n\n • Prepare investor, ownership, and lender reporting, including performance summaries and market analysis\n, • Ensure compliance with loan covenants and partnership agreements\n\n Leadership \n\n • Lead, mentor, and develop a team of two Asset Managers, setting priorities, reviewing their underwriting and reporting, and building their capacity to take on more of the portfolio\n, • Present portfolio performance, risks, and recommendations directly to the CEO and ownership\n, • Serve as a key voice in acquisition, disposition, and capital allocation decisions\n, • Build strong working relationships with property management, accounting, HR, and construction teams\n\n Qualifications \n\n • 10+ years of real estate asset management experience, with at least 5 in a senior or supervisory role\n, • Multifamily property sector experience is required; commercial property experience preferred.\n, • Conventional multifamily experience required; experience across multiple U.S. markets strongly preferred\n, • Bachelor's degree in Finance, Real Estate, Business, or a related field (MBA or CFA a plus)\n, • Advanced financial modeling and underwriting skills (Excel/ARGUS); comfort with property management platforms such as Yardi or RealPage\n, • Working knowledge of debt structures, loan covenants, and partnership/JV reporting\n, • Ability to evaluate market dynamics, rent trends, and expense drivers across different regions\n, • Strong analytical, communication, and presentation skills, with the ability to influence across operations, finance, and ownership\n, • Ability to travel to properties nationwide approximately 25% of the time\n\n \n What We Offer \n \n\n • Competitive Salaries & Bonuses\n, • Medical, Dental & Vision Plans\n, • 401(k) Plan with Employer Matching Contributions\n, • Paid Time Off (PTO) & 12+ Paid Holidays\n, • Flexible Spending Accounts\n, • Company-Paid Life Insurance\n, • Short-Term Disability\n, • Long-Term Disability\n, • Health Savings Account with Employer Contributions\n, • Pre-Tax Commuter Benefit\n, • Wellness Perks\n, • Legal Resources\n, • Employee Apartment Discount\n, • Employee Referral Program\n, • Employee Assistance Program\n, • Employee Recognition & Awards\n\n \n Compensation and Benefits \n Base salary range: $220,000 – $275,000, plus a target annual bonus of 20% of base salary.

Salary: $160,000 - $200,000 per year A bit about us: We are seeking a dynamic and highly skilled Permanent Hybrid International Tax Manager to join our Accounting and Finance team. Minimum of 5 years of experience in international tax, preferably in a managerial role. We are looking forward to welco

Real estate investment firm is seeking an Accounting & Finance Manager with Restaurant + Real Estate experience in New York This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.

Assist with accounting projects related to the company's continued growth What We're Looking For 2-5 years of accounting experience Bachelor's degree in Accounting, Finance, or a related field CPA license or on track Big 4 public accounting experience Experience working in a SaaS, software, or techn

Prominent, international law firm seeks a Strategic Finance Manager \n \n This is a hybrid role, 2 or 3 days per week in midtown Manhattan or Norther NJ \n \n The Manager plays a key role in delivering financial insight and analytical support across the organization. This position partners closely with leadership and internal stakeholders to respond to analytical requests, develop financial reporting, and support a wide range of strategic and operational initiatives. The role involves both independent work and collaboration on complex projects related to client data, performance metrics, and firm-wide financial analysis. \n \n Key Responsibilities \n\n • Analyze financial and operational data using advanced analytical techniques, financial systems, and business intelligence tools to produce accurate and actionable insights\n, • Translate business questions into clear analytical approaches and deliver high-quality reports and analyses\n, • Partner with stakeholders to communicate findings through written summaries, presentations, and discussions, ensuring clarity around assumptions, methodologies, and results\n, • Support ad hoc reporting, special projects, and long-term analytical initiatives across the organization\n, • Identify opportunities to improve processes, increase efficiency, and automate recurring reporting through the use of new tools or technologies\n, • Maintain thorough documentation of methodologies, data sources, and analytical procedures\n, • Handle sensitive and confidential financial and business information with discretion and professionalism\n\n \n Qualifications & Experience \n\n • Strong organizational, analytical, and problem-solving skills with the ability to manage multiple priorities\n, • Demonstrated experience leading complex projects from planning through execution\n, • Ability to think critically and develop alternative approaches to achieve business objectives\n, • Bachelor’s degree in finance, accounting, economics, business, or a related discipline (or equivalent experience)\n, • Prior experience in a professional services/management consulting, investment banking, or PE deal team environment preferred\n, • Comfortable working in a fast-paced setting with frequent ad hoc requests and evolving priorities\n\n \n Salary 125k-170k base DOE plus bonus and excellent benefits \n

A Kforce Business Partner is a professional responsible for managing client relationships, driving business growth, and coordinating staffing and solutions services to meet client needs. \n \n MUST HAVE AT LEAST 4 YEARS OF STAFFING AND SOLUTION EXPERIENCE TO BE CONSIDERED FOR THIS ROLE. \n \n Role Overview \n A Kforce Business Partner, often aligned with the Account Executive function, focuses on planning, executing, and cultivating client accounts within designated market segments. This role involves building profitable, long-term relationships with clients by providing exceptional service, understanding client needs, and identifying opportunities for Kforce’s technology, finance, and accounting staffing solutions. \n \n Key Responsibilities \n\n • Client Development: Source and qualify potential clients, identify decision-makers, and establish contact relationships. Conduct new client visits to secure agreements for services.\n, • Account Management: Monitor account performance, ensure customer satisfaction, and maintain ongoing communication to retain clients.\n, • Strategic Solutions: Advise clients on staffing solutions, introduce Account Managers for service delivery, and facilitate professional service agreements.\n, • Market Analysis: Perform research to understand market trends, forecast client demands, and identify cross-selling or vendor opportunities.\n, • Collaboration: Coordinate with internal teams to match client needs with Kforce’s curated technical and professional experts, ensuring tailored solutions.\n, • Reporting and Compliance: Complete required documentation, track client interactions, and implement marketing strategies for the assigned region.\n\n \n Qualifications and Skills \n Typically, a Kforce Business Partner requires a bachelor’s degree and 5-10 years of experience in staffing, business development, or related fields. Strong communication, interpersonal, and leadership skills are essential, along with the ability to engage confidently with clients and internal teams. \n \n Strategic Importance \n Kforce Business Partners play a critical role in delivering Kforce’s mission of providing scalable, flexible staffing and solutions services. They act as the bridge between clients and Kforce’s technical and finance experts, ensuring that solutions are custom-tailored to client needs and aligned with Kforce’s approach of Great Results Through Strategic Partnership and Knowledge Sharing. \n In essence, a Kforce Business Partner is both a relationship manager and strategic advisor, helping clients achieve their business goals while driving Kforce’s growth in the staffing and professional services market.

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. \n \n Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. \n \n The Structured Finance/Specialty Finance Senior Credit Analyst will be responsible for underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows provided by various asset classes. \n \n\n • Responsible for assessing the credit risk and quality of transactions in the portfolio\n, • Assist Relationship Manager and Portfolio Manager in underwriting and managing transactions according to the Bank established guidelines and policies\n, • Analyze transactions and create credit memoranda for new loans and modifications.\n, • Analyze client financial statements\n, • Manage the renewal process by working with the RM and PM, the client and the credit department\n, • Review legal documentation for accuracy and compliance with approval requirements\n, • Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines\n, • Provide ongoing monitoring of credit/covenant compliance\n, • Perform other administrative duties required for the maintenance of a portfolio of clients\n, • Ensure compliance with EWB regulatory and credit requirements\n, • Maintain knowledge of market conditions.\n\n \n\n • Basic understanding of structured finance and securitization.\n, • Ability to understand and analyze financial statements.\n, • Ability to understand and analyze complex loan structures.\n, • Excellent verbal and written communication skills.\n, • Excellent interpersonal and customer service skills.\n, • Excellent organizational skills and attention to detail.\n, • Strong analytical and problem-solving skills.\n, • Strong Excel skills\n\n Education and Experience: \n\n • Bachelor’s degree required; Major or Minors in Accounting, Finance, or Economics preferred.\n, • At least three years of experience in structured finance/securitization/specialty finance.\n\n \n Compensation \n \n The base pay range for this position is USD $70,000.00/Yr. - USD $100,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. \n East West Bank 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, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Pricing Manager – Professional Services \n \n Location: New York, NY or Washington, DC \n Employment Type: Direct Hire / Full-Time \n Work Arrangement: Hybrid \n Department: Finance & Accounting \n \n Position Overview \n We are partnering with a leading international professional services firm seeking an experienced Pricing Manager to join its Finance & Accounting organization. This is a highly visible leadership opportunity responsible for managing a small pricing team and developing strategic, competitive, and profitable pricing solutions that support the firm's financial objectives, business development initiatives, and long-term client relationships. \n \n We are targeting professionals with pricing, financial strategy, or commercial finance experience from professional services firms, public accounting and advisory organizations, partnership-structured businesses, and law firms. \n \n The Pricing Manager will collaborate directly with partners, practice leaders, Business Development professionals, senior leadership, and external clients to develop pricing strategies, alternative fee arrangements, engagement budgets, financial models, and competitive proposals. \n \n This opportunity is ideal for a commercially minded pricing professional who combines strong financial modeling and analytical capabilities with the executive presence necessary to advise senior stakeholders in a sophisticated, client-service-oriented environment. \n \n Key Responsibilities \n\n • Lead and manage a team of two Pricing Analysts, including workload management, prioritization, coaching, and professional development.\n, • Partner with firm leadership, practice groups, and Business Development teams to develop competitive and profitable pricing strategies for new and existing client engagements.\n, • Develop, evaluate, and implement alternative fee arrangements (AFAs), fixed-fee structures, blended rates, and other customized pricing solutions.\n, • Support partners and senior stakeholders during client rate discussions, pricing negotiations, and engagement structuring.\n, • Collaborate with practice leaders to develop customized pricing strategies and engagement budgets based on client requirements and profitability objectives.\n, • Build sophisticated financial models to evaluate engagement economics, profitability, realization, historical billing, and collection data.\n, • Analyze financial and operational data to identify pricing opportunities, improve margins, and support informed commercial decisions.\n, • Serve as an internal subject matter resource, educating partners, practice leaders, and other stakeholders on pricing methodologies, profitability, and alternative fee structures.\n, • Support the pricing and financial components of RFPs, competitive bids, and client proposals.\n, • Draft and review client-facing pricing language, fee proposals, and non-standard engagement terms.\n, • Oversee engagement budgeting, financial monitoring, and reporting processes to support profitability and financial performance.\n, • Leverage financial systems, pricing platforms, and multiple data sources to improve analysis, reporting, and decision-making.\n, • Present complex financial models, pricing recommendations, and profitability analyses to partners, senior leadership, and other stakeholders.\n, • Stay current on pricing trends, alternative fee structures, and commercial best practices across the professional services industry.\n\n \n Required Qualifications \n\n • 5–7+ years of progressive experience in pricing strategy, commercial finance, financial analysis, engagement economics, or related functions within a professional services environment.\n, • Experience within one or more of the following industries:\n, • Professional services or consulting firms\n, • Public accounting, audit, tax, or advisory firms\n, • Partnership-structured organizations\n, • Law firms or legal services organizations\n, • Previous management, team leadership, or demonstrated experience overseeing and developing junior analysts.\n, • Strong understanding of pricing strategy, engagement profitability, fee structures, and financial modeling.\n, • Experience supporting organization-wide pricing initiatives, client proposals, or commercial strategy.\n, • Demonstrated ability to work directly with partners, practice leaders, senior executives, and Business Development stakeholders.\n, • Advanced financial modeling, quantitative analysis, and Microsoft Excel skills.\n, • Ability to analyze complex financial information and translate findings into clear, actionable pricing recommendations.\n, • Strong written and verbal communication skills, including experience developing or supporting client-facing financial proposals.\n, • Ability to manage multiple high-priority projects and competing deadlines in a fast-paced, client-service-oriented environment.\n, • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.\n\n \n Preferred Qualifications \n\n • Pricing or commercial finance experience within a large international professional services organization, public accounting/advisory firm, or established law firm.\n, • Experience supporting a partnership-based business model and advising equity partners or practice leadership.\n, • Familiarity with alternative fee arrangements (AFAs), fixed-fee engagements, blended rates, and other customized professional services pricing structures.\n, • Experience analyzing engagement profitability, utilization, realization, margins, and revenue performance.\n, • Experience developing pricing models for complex, multi-service or multi-practice client engagements.\n, • Familiarity with financial, pricing, or engagement-management systems such as Elite/3E, Aderant, or comparable professional services platforms.\n, • Experience with engagement budgeting, financial forecasting, profitability monitoring, and reporting.\n, • Experience educating partners, practice leaders, and Business Development teams on pricing strategy and financial performance.\n\n \n Compensation \n New York, NY: $140,000–$175,000 base salary + bonus \n Washington, DC: $125,000–$160,000 base salary + bonus \n Additional compensation flexibility may be available for an exceptional candidate. \n \n Hybrid Work Schedule \n The position follows a phased hybrid schedule to support onboarding and integration with the team: \n\n • First 3 weeks: Onsite 5 days per week\n, • Following 1–2 months: Onsite 3 days per week\n, • Long-term: Onsite 2 days per week\n\n \n Why Consider This Opportunity? \n This is an opportunity to join an established international professional services organization in a high-visibility Pricing Manager position with direct exposure to firm leadership, partners, practice groups, and Business Development teams. \n \n The successful candidate will have the opportunity to: \n\n • Lead and develop a dedicated pricing team.\n, • Influence pricing strategy and profitability across the organization.\n, • Partner directly with senior decision-makers on high-value client engagements.\n, • Drive innovative pricing solutions and commercial initiatives.\n, • Gain exposure to sophisticated financial modeling, engagement economics, and strategic business decisions.\n, • Join a collaborative finance organization with opportunities for professional growth.\n\n \n Interested candidates are encouraged to apply or reach out directly for a confidential conversation. \n \n Industry: Professional Services | Management Consulting | Accounting & Advisory | Legal Services \n

Position: Associate, Residential, Alternatives & Growth Initiatives \n Location: New York, NY \n \n Company Overview: \n Our client is a global alternative investment manager investing across private equity, real assets, credit and liquid strategies. Its Real Assets platform oversees more than $16 billion in assets under management, including approximately $12 billion within real estate. Since launching its real estate business in 1996, our client has invested more than $29 billion across over 1,550 properties globally. The United States portfolio is concentrated primarily in industrial and residential assets. \n \n Position Overview: \n The real estate investment team is seeking an associate to provide acquisition support to senior team members for potential new equity investments. Responsibilities will include underwriting/modeling, analysis, due diligence, financing and other items for potential new real estate investments. The associate will interact with local operating partners, brokers and third-party vendors while conducting due diligence. An important component of the job will be the preparation of internal investment committee reports and participation in investment presentations. The associate will be required to conduct financial, property, market and industry research and analysis related to new property investments. \n \n Required Skills: \n\n • Bachelor’s degree required in finance, accounting, economics; emphasis in real estate preferred\n, • Candidates must have at 1-3 years of related real estate experience\n, • Experience using Excel and Argus, particularly in the context real estate investment valuation is preferred\n, • Ability to work in a fast-paced environment and ability to multi-task is essential\n, • Strong interpersonal/communication skills; ability to develop and ask questions\n, • Well-developed written and oral communication skills\n\n \n Background: \n Ideally, the candidate will have 1–3 years of experience in commercial real estate, investment sales or brokerage, real estate investment banking, commercial real estate lending or finance, direct real estate investment, or commercial property appraisal. The candidate will focus primarily on residential-themed investments, including apartments, student housing, and senior living, as well as select alternative strategies such as medical outpatient and net lease properties. They will also provide analytical support for growth initiatives from time to time, including potential new product offerings and transactions.

A growing REIT is seeking a Controller to lead accounting, financial reporting, and team management within a dynamic commercial real estate lending platform. This is a highly visible role partnering directly with senior leadership and investment professionals while overseeing loan, debt, and joint venture accounting. \n Compensation: Up to 350k Total compensation \n \n Why Consider This Opportunity? \n\n • Join a well-established, fast-growing real estate finance platform with significant transaction volume and institutional backing\n, • High-impact position with direct interaction with executive leadership\n, • Opportunity to build processes, mentor staff, and influence infrastructure as the business continues to scale\n\n \n Key Responsibilities \n\n • Oversee day-to-day accounting and financial reporting functions\n, • Manage month-end, quarter-end, and year-end close processes\n, • Ensure timely and accurate preparation of financial statements and reporting packages\n, • Coordinate with auditors, tax advisors, fund administrators, and other external partners\n, • Support technical accounting matters, regulatory reporting, and compliance initiatives\n, • Monitor internal controls and improve accounting processes and procedures\n, • Partner with business stakeholders on financial analysis, reporting, and operational initiatives\n, • Lead, mentor, and develop accounting team members\n, • Assist with cash management, treasury activities, and liquidity reporting\n, • Support special projects and strategic initiatives as the organization continues to scale\n\n \n Qualifications \n\n • CPA required\n, • 10+ years of accounting experience with a mix of public accounting and industry experience\n, • Prior experience within a REIT is required\n, • Experience managing or mentoring accounting professionals\n, • Experience with SEC reporting\n\n \n 50126

Management Company Controller – Alternative Asset Management \n New York City | Corporate Accounting & Finance Leadership \n \n The Opportunity \n Madison Davis is partnering with a leading alternative asset management firm on a high-priority Management Company Controller search within its corporate accounting and finance organization. \n \n This is a senior, highly visible opportunity for an accomplished CPA looking to take on broader accounting leadership responsibilities within a sophisticated, multi-entity investment platform. \n Working closely with the CFO and senior finance leadership, this individual will take significant ownership across management company accounting, corporate accounting, consolidated financial reporting, complex transactions, and strategic finance initiatives. \n \n Unlike traditional accounting positions focused on a narrow set of responsibilities, this opportunity provides exposure across the firm's investment businesses, subsidiaries, and broader financial infrastructure. The successful candidate will be expected to operate independently, take accountability for critical accounting deliverables, and serve as a key partner to senior leadership. \n \n The firm is seeking an ambitious accounting professional with a strong technical foundation, demonstrated operational accounting ownership, and the potential to progress into broader Head of Accounting, Corporate Controller, or CFO-level leadership. \n \n Key Responsibilities \n\n • Lead key components of the monthly, quarterly, and annual accounting close across multiple entities.\n, • Oversee management company and corporate accounting activities, ensuring accurate and timely financial reporting.\n, • Review consolidated financial statements, subsidiary reporting, journal entries, reconciliations, and financial analyses.\n, • Prepare and review consolidated monthly financial reporting packages for the CFO and senior leadership.\n, • Provide accounting oversight across subsidiaries, investment-related activities, and complex legal entity structures.\n, • Evaluate complex transactions, technical accounting matters, and their impact on financial reporting.\n, • Partner with Tax, Treasury, FP&A, Valuations, Financial Reporting, and other business functions.\n, • Coordinate with subsidiary accounting teams to strengthen reporting consistency, controls, and accountability.\n, • Lead process improvements, accounting automation, and systems implementation initiatives.\n, • Serve as a senior accounting resource to executive leadership on financial reporting and operational matters.\n\n \n Qualifications \n\n • CPA required.\n, • Big 4 public accounting experience strongly preferred.\n, • 8–12+ years of progressive accounting experience preferred.\n, • Strong background within alternative asset management, private equity, private credit, mortgage investments, or broader financial services.\n, • Combination of public accounting and hands-on management company/corporate accounting experience highly desirable.\n, • Demonstrated ownership of monthly and quarterly close processes, financial reporting, and accounting deliverables.\n, • Strong understanding of U.S. GAAP, technical accounting, consolidations, and multi-entity structures.\n, • Experience operating within a lean accounting organization with significant individual responsibility.\n, • Ability to independently manage complex accounting matters and interact directly with CFO-level leadership.\n, • Experience with systems implementations, process improvements, or accounting transformation initiatives preferred.\n, • Strong leadership capabilities and ambition to advance into broader financial leadership responsibilities.\n\n \n Why Consider This Opportunity? \n Direct CFO Exposure: Work closely with executive leadership and play an important role in the firm's financial reporting and accounting operations. \n Broad Controllership Ownership: Gain exposure beyond traditional management company accounting, including subsidiaries, investment-related accounting, consolidated reporting, and complex transactions. \n Sophisticated Investment Platform: Join an established alternative asset manager with a diverse financial infrastructure and multiple business lines. \n Meaningful Leadership Responsibility: Take accountability for critical accounting deliverables and help shape the efficiency and effectiveness of the accounting function. \n Strategic Initiatives: Play a significant role in accounting transformation, systems implementations, and process improvement projects. \n Long-Term Career Growth: Position yourself for continued advancement toward Head of Accounting, Corporate Controller, or CFO-level leadership. \n \n Interested? \n If you're a Big 4-trained CPA with hands-on management company accounting and controllership experience within alternative asset management or financial services, we'd welcome a confidential conversation. \n

Controller- Global FinTech | SaaS \n New York, NY | Hybrid \n \n Brewer Morris is partnering with a global capital markets technology company on the search for a Financial Controller. This is a senior, hands-on leadership seat for someone who wants to own finance for a multi-country region. \n \n What you'll own \n\n • Lead regional accounting, financial reporting and the monthly close, in line with local regulations, accounting standards and Group reporting timelines.\n, • Coordinate statutory audits, maintain the ERP and financial systems, and strengthen accounting processes and controls.\n, • Oversee cash flow planning, liquidity and banking relationships across the region.\n, • Coordinate regional tax matters with the Group Tax Department and support internal compliance and governance.\n, • Partner with Sales Administration and commercial teams on invoicing and the financial side of complex client contracts.\n, • Work with FP&A on budgets, forecasts and the quality of management reporting.\n, • Advise Managing Directors and local management on financial matters and contribute to strategic projects such as office openings and lease negotiations.\n, • Lead, mentor and develop the regional team, and drive standard practices across countries.\n\n \n What we're looking for \n\n • A degree in Accounting, Finance or a related field.\n, • CPA, CA, ACCA or equivalent qualification is preferred, and public accounting experience is a strong plus.\n, • Significant controllership experience in a multinational setting.\n, • Strong knowledge of US GAAP and IFRS\n, • Experience in SaaS, software or fintech, including revenue recognition on complex contracts\n, • Proven team leadership, with the seniority to set strategy and the willingness to stay hands-on.\n\n

\n 🚨 We're Hiring: Finance Engineering Consultant – Private Credit | NYC (Hybrid) \n 📍 Location: New York City, NY \n 🏠 Work Model: Hybrid/On-site if needed \n \n We are seeking an experienced Finance Engineering Consultant with strong expertise in FIS VPM, Private Credit, and financial systems analysis for an exciting opportunity with us in New York City. \n \n 🔹 Key Responsibilities \n • Collaborate with business stakeholders, investment teams, and technology teams to understand business needs and deliver effective financial technology solutions. \n • Gather, analyze, and document business and functional requirements related to private credit, portfolio management, and investment workflows. \n • Leverage FIS VPM expertise to support portfolio management processes, investment data, valuations, and related financial system functionality. \n • Translate complex business requirements into functional specifications, user stories, process flows, and technical requirements. \n • Analyze private credit investment workflows, including loan lifecycle events, interest accruals, repayments, portfolio valuations, and reporting. \n • Work closely with developers, QA teams, and solution architects to support system enhancements, integrations, and issue resolution. \n • Perform data analysis, mapping, validation, and reconciliation to ensure data accuracy and consistency across financial systems. \n • Support User Acceptance Testing (UAT), test case development, defect tracking, and implementation activities. \n • Identify process gaps, investigate system issues, and recommend improvements to enhance operational efficiency and system performance. \n • Facilitate communication between business users and technical teams to ensure solutions meet business and functional expectations. \n \n 🔹 Required Qualifications & Skills \n • Strong hands-on experience with FIS VPM. \n • Solid knowledge of Private Credit and Alternative Investments within the financial services or investment management industry. \n • Experience in financial engineering, business analysis, technical analysis, or financial systems consulting. \n • Understanding of private credit instruments, including direct lending, senior and subordinated debt, and loan-related investment workflows. \n • Knowledge of investment lifecycle processes, portfolio management, valuations, interest accruals, repayments, and investment reporting. \n • Experience gathering requirements and preparing BRDs, functional specifications, user stories, and process documentation. \n • Ability to analyze complex financial workflows and translate business needs into functional and technical solutions. \n • Experience collaborating with business stakeholders, developers, QA teams, and other technology professionals. \n • Strong analytical, problem-solving, communication, and stakeholder management skills. \n \n 🔹 Preferred Skills \n • Experience with SQL, data analysis, data mapping, and financial system integrations. \n • Familiarity with portfolio accounting, investment data management, and reconciliation processes. \n • Experience with UAT, test planning, defect management, and system implementation. \n • Previous experience supporting asset management, private credit, alternative investments, or institutional investment platforms. \n \n 🎯 Ideal Candidate \n The ideal candidate will have a strong combination of FIS VPM expertise, private credit domain knowledge, and financial systems analysis experience, with the ability to bridge business requirements and technology solutions in a complex investment management environment. \n \n 📩 Interested candidates: Please share your updated resumes. \n Know someone who would be a great fit? Tag them or share this opportunity with your network! \n #Hiring #FinanceEngineering #FISVPM #PrivateCredit #BusinessAnalyst #TechnicalAnalyst #AlternativeInvestments #AssetManagement #InvestmentManagement #FinancialServices #NYCJobs #HybridJobs #Consulting

FP&A Manager \n Our client, a financial services firm, is seeking an FP&A Manager to lead budgeting, forecasting and performance reporting, and to give senior leadership the analysis it needs to make decisions on growth, cost and capital. They are in the office 3 days per week. \n Responsibilities \n\n • Manage the annual budget and periodic forecasts, working with business line leaders and finance partners\n, • Build and maintain financial models that track revenue, expenses, profitability and key performance indicators\n, • Analyze monthly results against budget and prior periods, and explain the drivers behind variances\n, • Prepare management reporting and presentations for senior leadership, the executive committee and the board\n, • Track expense trends, identify cost drivers and recommend efficiency opportunities\n, • Support strategic initiatives, new business evaluation and ad hoc analysis for senior management\n, • Improve planning and reporting processes through automation, better data quality and system enhancements\n, • Supervise, train and develop junior analysts\n\n Requirements \n\n • 8+ years of experience in FP&A, corporate finance or management reporting, ideally in banking, asset management, insurance or another financial services setting\n, • Bachelor’s degree in Finance, Accounting, Economics or a related field; CPA, CFA or MBA a plus\n, • Strong understanding of accounting principles and financial statements\n, • Advanced Excel and financial modeling skills, plus polished PowerPoint presentation skills\n, • Experience with planning or reporting tools (e.g., Hyperion, Anaplan, Adaptive, Power BI or Tableau) is a plus\n, • Clear written and verbal communicator who can present to senior leaders\n, • Highly organized and detail-oriented, comfortable meeting deadlines in a fast-paced environment\n, • Prior experience managing or mentoring staff preferred\n\n

Position Overview: \n The Technical Accounting Director will lead technical accounting research, policy development, and the evaluation of complex transactions to ensure compliance with U.S. GAAP. The position will serve as a key resource for senior finance leadership, providing guidance on accounting matters, supporting financial reporting, and partnering across the organization to assess the accounting implications of business initiatives. \n \n Key Responsibilities: \n\n • Lead the research, interpretation, and application of U.S. GAAP to complex accounting matters, including revenue recognition, leases, business combinations, equity transactions, debt arrangements, and stock-based compensation.\n, • Prepare and review technical accounting memoranda documenting conclusions, supporting analyses, and financial statement implications.\n, • Evaluate significant and nonroutine transactions, collaborating with internal stakeholders to determine appropriate accounting treatment.\n, • Monitor new accounting standards, assess organizational impact, and lead implementation efforts.\n, • Develop, maintain, and update accounting policies to ensure consistent application across business units.\n, • Support the preparation and review of financial statements and related disclosures for accuracy and compliance with applicable reporting requirements.\n, • Partner with Corporate Accounting, Financial Reporting, FP&A, Tax, Treasury, and Legal on accounting and reporting matters.\n, • Provide accounting guidance for acquisitions, divestitures, financing activities, and other strategic initiatives.\n, • Serve as a primary point of contact for external auditors on technical accounting matters and coordinate supporting documentation.\n, • Strengthen internal controls over technical accounting processes and support applicable SOX compliance requirements.\n, • Develop and deliver training on accounting policies, emerging guidance, and complex accounting topics.\n, • Identify opportunities to improve accounting processes, documentation, and reporting practices.\n, • Lead and develop technical accounting team members, as applicable.\n\n \n Qualifications: \n\n • Bachelor’s degree in Accounting or Finance required; advanced degree preferred.\n, • Active CPA license required.\n, • 10+ years of progressive accounting experience, including substantial technical accounting experience.\n, • Public accounting experience required; Big Four or national firm experience preferred.\n, • Strong knowledge of U.S. GAAP and experience researching and resolving complex accounting issues.\n, • Experience preparing technical accounting memoranda and evaluating significant business transactions.\n, • Experience implementing new accounting standards and developing accounting policies.\n, • Familiarity with SEC reporting requirements and SOX compliance preferred.\n, • Strong analytical, organizational, and project management skills.\n, • Excellent written and verbal communication skills, with the ability to explain complex accounting concepts to financial and nonfinancial stakeholders.\n, • Demonstrated ability to manage competing priorities and collaborate effectively with senior leadership and cross-functional teams.\n, • Prior team leadership or people management experience preferred.\n

Controller – Financial Services / Banking \n Location: New York City \n Industry: Banking / Financial Services \n CPA Required | Big 4 Strongly Preferred \n \n About the Opportunity \n Madison Davis is partnering with a growing financial institution on a high-priority Controller search. This is a senior, high-visibility accounting leadership opportunity for an accomplished CPA with a strong Big 4 foundation and hands-on financial services experience. \n \n Reporting directly to the Chief Accounting Officer, this individual will serve as a key leader within the controllership organization, taking ownership of day-to-day accounting operations, financial reporting, the monthly and quarterly close, and oversight of accounting staff. \n \n The organization is seeking someone who can operate as a true second-in-command to the CAO, independently manage accounting deliverables, and take responsibility for the accounting function when senior leadership is unavailable. \n \n Unlike traditional accounting roles within large financial institutions, this position offers broad exposure across the organization, direct interaction with executive leadership, and the opportunity to play a meaningful role in major systems and finance transformation initiatives. \n This is an excellent opportunity for an ambitious accounting professional looking to build toward a future Controller, Chief Accounting Officer, or CFO position. \n \n Key Responsibilities \n\n • Lead and oversee day-to-day accounting operations, including the monthly, quarterly, and annual close processes.\n, • Take direct ownership of financial reporting, general ledger activities, account reconciliations, and accounting deliverables.\n, • Manage, mentor, and review the work of accounting professionals, ensuring accuracy, accountability, and timely execution.\n, • Serve as a key partner and operational second-in-command to the Chief Accounting Officer.\n, • Oversee accounting activities across financial products and balance sheet areas, including loans, deposits, securities, and other financial instruments.\n, • Coordinate with external auditors and maintain a strong internal control environment.\n, • Support regulatory reporting requirements, including Call Reports.\n, • Research and resolve technical accounting matters under U.S. GAAP.\n, • Partner with Technology, Operations, Risk, and senior leadership on accounting process improvements.\n, • Play a leadership role in upcoming accounting systems implementations and broader finance transformation initiatives.\n, • Identify opportunities to strengthen controls, improve efficiencies, and automate accounting processes.\n\n \n Qualifications \n\n • CPA required – candidates who have passed all four sections and are completing licensing requirements may be considered.\n, • Big 4 public accounting experience strongly preferred, particularly within Financial Services Audit.\n, • Approximately 8–12+ years of progressive accounting experience preferred.\n, • Strong background within banking, financial institutions, or broader financial services.\n, • Ideally combines Big 4 public accounting experience with hands-on corporate accounting or controllership experience.\n, • Demonstrated ownership of monthly and quarterly close processes, financial reporting, and general ledger operations.\n, • Experience managing or supervising accounting staff, ideally teams of 2–5 professionals.\n, • Strong knowledge of U.S. GAAP, technical accounting, financial reporting, and internal controls.\n, • Proven ability to independently manage accounting deliverables rather than simply contribute within a larger accounting organization.\n, • Strong communication skills and ability to work directly with senior financial leadership.\n, • Ambition to continue progressing toward a Controller, CAO, or CFO-level position.\n\n \n Why Consider This Opportunity? \n\n • Leadership & Ownership: Serve as a key accounting leader with real operational responsibility.\n, • Direct CAO Exposure: Work closely with an experienced financial services accounting executive.\n, • Career Advancement: Position yourself for continued progression toward Controller, CAO, or CFO.\n, • Broad Financial Services Exposure: Gain visibility across the institution's accounting, products, operations, and financial infrastructure.\n, • Transformation Initiatives: Help lead major systems modernization and accounting process improvements.\n, • Meaningful Impact: Join a midsized institution where your contributions will be visible and directly influence the accounting organization.\n\n \n Interested? \n If you're a Big 4-trained CPA with financial services experience who is ready to take greater ownership of an accounting function and continue advancing your career, we'd welcome a confidential conversation. \n Apply directly or reach out to Madison Davis for additional information. \n

Skyline Windows is a fourth-generation family owned and operated business. We are best known for designing, manufacturing, and installing custom windows, window wall systems, and terrace doors. All our products are made to order based on our clients’ project specifications. From landmarks to new construction, high end residential to high volume commercial, we do it all! \n \n Position Summary \n The Controller is responsible for the day-to-day leadership of Skyline Windows' accounting function and the integrity and accuracy of the Company's financial records. \n This is a hands-on leadership position responsible for managing the monthly close, financial reporting, accounting controls and accounting staff, while also providing meaningful financial and operational analysis to the CFO and management team. \n The Controller will be expected to improve existing processes, develop the accounting team, leverage technology and automation, and progressively assume accounting and financial-analysis responsibilities currently performed by the CFO. \n The successful candidate will be comfortable working in a lean accounting organization and will combine strong accounting judgment with analytical ability, operational curiosity and a continuous-improvement mindset. \n \n Key Responsibilities \n\n • Own and manage the monthly, quarterly and annual close, ensuring financial information is complete, accurate and timely.\n, • Review journal entries, accruals and reversals, account reconciliations, payroll accounting, subledgers and supporting schedules before financial statements are finalized.\n, • Perform analytical review of the balance sheet and income statement and investigate unusual or unexpected activity.\n, • Maintain strong accounting controls and ensure appropriate preparer/reviewer processes throughout the department.\n, • Supervise, develop and review the work of accounting personnel, including the Senior Accountant and Accounts Payable function.\n, • Prepare and/or review monthly financial statements and supporting management reporting.\n, • Support construction/project accounting, including job costing, WIP, revenue recognition, inventory and other project-related accounting matters.\n, • Expand Finance's job-level analytical capabilities, including job profitability, cash flow by job, labor-hours and subcontractor-spend analysis, inventory analysis and other operational financial reporting.\n, • Coordinate and support the annual budgeting and forecasting process, including consolidation of departmental budgets, validation of assumptions and data, budget-to-actual reporting and analysis of significant variances.\n, • Prepare and analyze monthly budget-to-actual results and work with department leaders to understand significant variances.\n, • Oversee cash receipts, accounts payable and cash disbursement controls.\n, • Oversee sales and use tax compliance across applicable jurisdictions and support related audits.\n, • Coordinate the annual financial statement audit and support outside accountants with tax compliance and tax projections.\n, • Oversee or support insurance reporting/audits, bonding requirements, fixed assets and other recurring accounting responsibilities.\n, • Support administration and review of sales commission calculations and other recurring compensation-related accounting processes.\n, • Work with the CFO on cash-flow reporting and other treasury-related analysis.\n, • Develop, document and continuously improve accounting policies, procedures and close processes.\n, • Identify opportunities to automate and streamline Finance and Accounting processes, including appropriate use of AI and other technologies.\n, • Serve as the Finance owner in implementing and validating accounting-system improvements and automated workflows, ensuring appropriate controls and accuracy are maintained.\n, • Partner with operations and other departments to improve the quality, consistency and usefulness of financial and operational information.\n, • Assume additional accounting and analytical responsibilities from the CFO as processes and the accounting organization develop.\n\n \n Qualifications & Experience \n\n • Bachelor's degree in Accounting, Finance or related field.\n, • Approximately 8–12+ years of progressive accounting experience, including meaningful responsibility for a complete monthly close.\n, • Prior experience supervising and reviewing the work of accounting personnel.\n, • Strong understanding of general ledger accounting, accruals, reconciliations, internal controls and financial statement preparation.\n, • Experience in construction, manufacturing or another project/job-cost environment strongly preferred.\n, • Experience with WIP, job costing, inventory and project profitability analysis strongly preferred.\n, • Sage 100 or comparable ERP experience preferred but not required.\n, • Strong Excel and financial-analysis skills.\n, • Demonstrated interest in using technology, automation and AI to improve Finance processes.\n, • CPA not required.\n\n \n Characteristics We're Looking For \n\n • Strong accounting judgment with a high degree of attention to accuracy.\n, • Analytical—doesn't simply produce numbers but understands whether they make sense.\n, • Comfortable being both hands-on and managerial in a lean department.\n, • Takes ownership and follows issues through resolution.\n, • Able to identify errors, unusual trends and control weaknesses proactively.\n, • Strong communicator capable of working with both accounting staff and operational managers.\n, • Comfortable challenging existing processes and implementing better ones.\n, • Interested in developing people and expanding the capabilities of the Finance organization.\n\n \n Compensation \n Base salary range: $150,000–$175,000, depending on experience, plus discretionary bonus and benefits.

Later is the world’s most intelligent influencer marketing company, built to give brands the confidence to create unforgettable campaigns. By combining real creator relationships, trusted intelligence, and expert guidance, Later removes fear and guesswork from one of marketing’s most visible investments.\n \n \nBuilt on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.\n \n \nBy combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Trusted by leading enterprise brands including Nike, Wayfair, Unilever, and Southwest Airlines, Later bridges creativity and performance so campaigns don’t just look good—they deliver results. Learn more at later.com.\n \n \nAbout this position:\n \n \nWe're looking for a Manager, Treasury to own the accuracy, integrity, and timely execution of Later's liquidity, customer funds, and creator disbursements. This role sits at the intersection of Treasury and Accounting: you'll manage cash forecasting, billing, and customer collections across multiple entities and banking platforms, and you'll make sure the numbers hold up. You'll partner closely with Accounting, FP&A, Systems Engineering, Data, and customer-facing teams, and you'll be the connection point between how money moves and how it's reported. This is a high-impact role for a proactive leader who is close to the work and enjoys untangling complexity, tightening controls, and driving issues to resolution. You'll directly support cash visibility, customer fund accuracy, and financial integrity across the company. We prefer candidates located on the East Coast, ideally in Boston.\n \n \nThis is a hybrid position based in Boston, MA with 3 days a week in office, or fully remote for candidates located on the East Coast of the United States.\n \n \nWhat you'll be doing:\n \n Cash Management \n\n • Own key aspects of the monthly financial close within strict timelines.\n, • Prepare journal entries with clear, accurate supporting documentation.\n, • Prepare and review monthly general ledger reconciliations on time, including cash, restricted cash, accounts receivable, and accrued campaign and incentive spend accounts.\n, • Provide thoughtful commentary on monthly financial variance analysis. \nGeneral Ledger \n\n • Own key aspects of the monthly financial close within strict timelines.\n, • Prepare journal entries with clear, accurate supporting documentation.\n, • Prepare and review monthly general ledger reconciliations on time, including cash, restricted cash, accounts receivable, and accrued campaign and incentive spend accounts.\n, • Provide thoughtful commentary on monthly financial variance analysis. \nAudit & Risk Management \n\n • Coordinate external audits to ensure timely, successful delivery of results.\n, • Own select balance sheet accounts, including restricted cash, accrued incentive funds, and certain COS accounts.\n, • Identify, communicate, and mitigate accounting and financial reporting risks as they arise.\n, • Lead department-wide cross-training and make sure backups exist for all treasury and accounts receivable functions. \nProcess Improvement \n\n • Drive adoption of new systems and processes that improve operational efficiency.\n, • Review and recommend improvements to accounting systems and procedures.\n, • Identify opportunities to use technology, automation, and AI tools to make financial operations faster and more reliable. \nCross-Functional Partnership \n\n • Partner with FP&A and customer-focused teams to resolve discrepancies, fix process inefficiencies, and speed up issue resolution.\n, • Partner with Systems Engineering, Data, and Customer Service to build new reports and improve existing ones.\n, • Collaborate with Systems and Data teams on new system implementations and integrations with our accounting environment.\n, • Partner with Finance teammates on ad hoc projects and requests. \nWhat success looks like:\n \n \n\n • Within your first 90 days, cash is forecast accurately across all entities, with clear visibility on a consolidated basis.\n, • Customer collections are timely, and AR issues are surfaced and resolved quickly.\n, • Reconciliations are complete, accurate, and on schedule every close.\n, • By your first audit cycle, audits are delivered smoothly, with risks identified and addressed early.\n, • Within 12 months, treasury and AR processes are more efficient, scalable, and controlled, with backups in place for every critical function. \nWhat you bring:\n \n \nWe are committed to building an inclusive, supportive place for you to do the best and most rewarding work of your career. If you identify with any of the following, we encourage you to apply!\n \n \n\n • Based on the East Coast\n, • Bachelor's degree in accounting or finance, or equivalent experience.\n, • 10+ years of treasury and general ledger accounting experience.\n, • 3+ years of people management experience\n, • Experience managing teams and a track record of thriving in highly collaborative environments.\n, • Strong accounting systems experience (NetSuite and Salesforce strongly preferred).\n, • Strong attention to detail, with experience preparing multiple account reconciliations.\n, • Intermediate to advanced Excel skills.\n, • Excellent analytical and problem-solving skills.\n, • Ability to set priorities and manage multiple demands in a fast-paced environment.\n, • Experience with Stripe and Tipalti in a corporate environment is a plus.\n, • Experience in the SaaS or technology industry is highly desirable.\n, • Experience using Claude, ChatGPT, or other generative AI tools to improve analysis, research, reporting, or workflow efficiency is a plus.\n, • CPA, CTP, or MBA is a plus. \nHow you work:\n \n \n\n • We will do whatever it takes to win: We win when our customers and creators win. We bring full commitment to outcomes that matter, not just effort.\n, • We have no limit to our aspiration: We think big, push beyond what seems possible, and refuse to let conventional thinking set the ceiling.\n, • We are relentless: We keep going. Through ambiguity, setbacks, and competing priorities, we find a way forward.\n, • We deeply understand our business: If we don't have the knowledge, we figure it out. We take ownership of understanding how Later works and what drives results.\n, • We take our work seriously, but not ourselves: We bring rigor and accountability without ego, and we make space for each other to do our best work. \nOur approach to compensation:\n \n \nWe take a market-based & data-driven approach to compensation. We leverage data from trusted third-party compensation sources to help us understand the market value of a role based on function, level, geographic location, and scope. We evaluate compensation bi-annually, including performance and market-related factors.\n \n \nOur salaries are benchmarked against market Total Cash Compensation for the geographic location of our job posting. Compensation for some roles is structured as On Target Earnings (OTE = base + commission/variable) while for others it is structured as Salary only.\n \n \nTo comply with local legislation and ensure transparency, we share salary ranges on all job postings. Skills, experience and other factors help determine the final salary we offer which may vary from the original range posted.\n \n \nAdditionally, all permanent team members are eligible to participate in various benefits plans as part of their overall compensation package.\n \n \nSalary Range:\n \n \n$ 140,000 - $ 180,000 USD\n \n Where we work: We have offices in Boston, MA; Vancouver, BC; and Vancouver, WA. For select positions, we are open to hiring fully remote candidates. We post our positions in the location(s) where we are open to having the successful candidate be located.\n \n Diversity, inclusion, and accessibility: At Later, we are committed to fostering a culture rooted in an inclusion-first mindset at every level of the company, embracing the importance of hiring and building teams for culture add rather than culture fit. We openly build and maintain unbiased hiring, pay, and promotion practices to create a foundation for an equitable workplace, paving the way for systemic change.\n \n \nWe are committed to creating a diverse environment and are proud to be an equal opportunity employer. All applications will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, national origin, disability, or age. Please let us know if you require any accommodations or support during the recruitment process.\n \n

Corporate Controller \n Location: New York, NY (On-Site) \n \n Tired of maintaining accounting processes you had no say in building? Here's your chance to build something better. \n \n We're partnering with a growing company in the digital infrastructure space to hire a Corporate Controller who wants more than just another month-end close. \n \n This is an opportunity to take ownership of an accounting function, work directly with the CEO, lead an established team, and have a real voice in how the business operates. \n \n Rather than stepping into a rigid corporate structure, you'll have the freedom to improve processes, implement technology, introduce automation, and build an accounting function that can scale with the business. \n \n If you enjoy being hands-on but want the autonomy and visibility that come with leadership, this could be a great next step. \n \n Why This Opportunity Stands Out \n\n • Direct CEO Exposure: Work closely with executive leadership and have a meaningful impact on business decisions.\n, • True Ownership: Take the lead on corporate accounting rather than being one piece of a large finance department.\n, • Build & Improve: Help shape accounting processes, internal controls, and systems instead of inheriting outdated workflows.\n, • Leadership Opportunity: Manage an existing team of four accounting professionals, with the potential to expand the function.\n, • Technology & Automation: Drive system improvements and leverage AI to eliminate repetitive accounting work.\n, • Growing Industry: Gain exposure to digital infrastructure, data centers, and capital-intensive projects supporting the evolving technology landscape.\n\n \n What You'll Be Doing \n\n • Own the monthly close, general ledger, reconciliations, and financial reporting.\n, • Oversee accounting across multiple entities, including intercompany transactions and consolidations.\n, • Lead and develop a team of four offshore accounting professionals.\n, • Partner directly with the CEO to provide financial visibility and support business growth.\n, • Improve accounting policies, internal controls, and operational efficiencies.\n, • Lead accounting system enhancements, including QuickBooks and expense management platforms.\n, • Identify opportunities to implement AI tools and automate manual processes.\n, • Support accounting related to fixed assets, capital projects, and business expansion.\n\n \n What We're Looking For \n\n • 7+ years of progressive corporate accounting experience.\n, • Strong hands-on experience owning the monthly close and financial reporting.\n, • Experience with multi-entity accounting, intercompany transactions, and consolidations.\n, • Prior experience managing or supervising accounting professionals.\n, • Background in real estate, construction, energy, data centers, digital infrastructure, or other capital-intensive industries is a plus.\n, • QuickBooks experience strongly preferred.\n, • Experience implementing or improving accounting systems and processes.\n, • Interest in AI, automation, and modernizing accounting workflows.\n, • A proactive, entrepreneurial mindset with the ability to thrive in a growing business.\n\n \n Ready to Have a Bigger Impact? \n If you've reached a point in your career where you want more ownership, more visibility, and the ability to build something rather than simply maintain it, we'd love to connect. \n \n This is an opportunity for an experienced accounting professional to step into a leadership seat, influence how the finance function operates, and grow alongside the business. \n \n Apply today for a confidential conversation. \n

Fund Controller – Private Credit / Alternative Investments \n Senior Fund Finance & Accounting Leadership | Private Credit \n \n The Opportunity \n Madison Davis is partnering with a leading alternative investment management firm on a high-priority Fund Controller search within its private credit investment platform. \n \n This is a senior, highly visible opportunity for an accomplished fund accounting professional to take meaningful ownership of the financial reporting, accounting oversight, and operational infrastructure supporting a sophisticated portfolio of private investment funds. \n \n Working closely with senior finance leadership, the Fund Controller will serve as a key member of the fund finance organization, overseeing third-party administrators, complex fund structures, investor allocations, financial reporting, and critical fund-level operations. \n \n The position extends well beyond traditional fund accounting. The successful candidate will work across fund finance, investment operations, liquidity management, investor reporting, and new fund launches, serving as an important partner to internal stakeholders and external service providers. \n \n The firm is seeking a technically strong, commercially minded accounting leader who can independently manage complex fund accounting responsibilities, exercise sound judgment, and help support the continued growth and institutionalization of the investment platform. \n \n Key Responsibilities \n Fund Controllership & Financial Oversight \n\n • Take ownership of fund accounting and financial reporting across a portfolio of private credit and alternative investment vehicles.\n, • Oversee third-party fund administrators, ensuring accuracy, timeliness, and integrity of fund-level accounting and reporting.\n, • Review NAV calculations, management fees, incentive allocations, carried interest, distribution waterfalls, and investor capital accounts.\n, • Oversee quarterly and annual financial statement preparation in accordance with U.S. GAAP.\n, • Manage capital calls, distributions, investor allocations, and quarterly capital account reporting.\n, • Lead annual fund audits and coordinate with external auditors, tax advisors, administrators, and other service providers.\n\n \n Fund Finance & Investment Operations \n\n • Partner with Liability Management and Treasury teams on fund liquidity, financing arrangements, and borrowing base compliance.\n, • Provide accounting oversight for complex fund structures, investment transactions, and related financial activities.\n, • Collaborate with Investor Relations on quarterly reporting, investor inquiries, and financial information requests.\n, • Support the accounting and operational requirements associated with new fund launches, investment vehicles, and evolving fund structures.\n\n \n Leadership & Strategic Initiatives \n\n • Serve as a senior accounting resource to finance leadership and cross-functional stakeholders.\n, • Drive accountability and strengthen oversight of third-party administrators and external service providers.\n, • Identify opportunities to enhance financial controls, improve reporting processes, and increase operational efficiency.\n, • Participate in systems enhancements, process automation, and broader fund finance transformation initiatives.\n, • Help establish scalable accounting and reporting processes as the firm's investment platform continues to expand.\n\n \n Ideal Candidate Profile \n\n • 10–15+ years of progressive accounting and fund finance experience preferred.\n, • Strong background in private credit, direct lending, private equity, or alternative investment fund accounting.\n, • CPA strongly preferred, ideally with a foundation in Big 4 or other leading public accounting firms.\n, • Demonstrated experience taking ownership of complex fund accounting, financial reporting, and fund administration oversight.\n, • Deep understanding of U.S. GAAP, investment company accounting, NAV calculations, management and incentive fees, investor allocations, and distribution waterfalls.\n, • Experience managing third-party fund administrators and coordinating annual fund audits.\n, • Exposure to credit facilities, fund financing arrangements, liquidity management, or borrowing base reporting highly desirable.\n, • Experience supporting new fund launches, complex investment structures, and institutional investor reporting.\n, • Ability to independently manage multiple fund structures and operate effectively within a sophisticated, fast-paced investment environment.\n, • Strong communication skills with the ability to interact confidently with senior finance executives, investment professionals, and external stakeholders.\n, • Demonstrated leadership capabilities, sound judgment, and a proactive approach to problem-solving.\n\n \n This is not a traditional fund accounting production role. The firm is seeking a senior professional who can take accountability for fund-level financial reporting, oversee external administrators, manage complex accounting matters, and operate as a trusted partner to senior finance leadership. \n \n Why Consider This Opportunity? \n Senior Fund Controllership Responsibility \n Take meaningful ownership of fund accounting, financial reporting, investor allocations, and the broader financial oversight of sophisticated private investment vehicles. \n Exposure Beyond Traditional Fund Accounting \n Work across private credit investments, liquidity management, fund financing, investor relations, and operational initiatives. \n Established Alternative Investment Platform \n Join a growing institutional investment manager with sophisticated fund structures and continued opportunities for platform expansion. \n Direct Senior Leadership Exposure \n Partner closely with senior finance professionals and play an important role in the firm's accounting and reporting infrastructure. \n New Fund Launches & Strategic Projects \n Contribute to new investment vehicles, evolving fund structures, systems enhancements, and process improvement initiatives. \n Long-Term Career Advancement \n Position yourself for continued progression into broader fund controllership and senior fund finance leadership responsibilities. \n Interested in Learning More? \n \n If you're an experienced private credit or alternative investment fund accounting professional with a strong technical foundation and demonstrated controllership ownership, we'd welcome a confidential conversation. \n \n Apply directly or reach out to Madison Davis to discuss the opportunity. \n #FundController #PrivateCredit #PrivateEquity #AlternativeInvestments #FundFinance #FundAccounting #ControllerJobs #AssetManagement \n

About the Role \n We are seeking a Senior Manager, SEC Reporting & Technical Accounting to support a fast-growing international company as it builds toward becoming a U.S.-listed public company. \n This role will lead SEC reporting activities, provide technical accounting guidance across IFRS and U.S. GAAP, and help build scalable financial reporting processes. The position will work closely with senior finance leadership, international teams, and external auditors on complex accounting and reporting matters. \n \n Key Responsibilities \n SEC Reporting & Financial Disclosures \n\n • Lead the preparation and coordination of SEC filings, including Forms 20-F, 6-K, and other regulatory filings.\n, • Support preparation of financial statement disclosures and MD&A.\n, • Ensure SEC filings are accurate, complete, and compliant with applicable reporting requirements.\n, • Research SEC regulations and evaluate their impact on financial statements and disclosures.\n, • Support implementation and enhancement of reporting tools and processes, including XBRL.\n, • Coordinate with internal stakeholders and external auditors throughout reporting cycles.\n\n Technical Accounting \n\n • Provide technical accounting guidance on complex transactions under IFRS and U.S. GAAP.\n, • Prepare technical accounting memos and documentation supporting accounting conclusions.\n, • Develop and maintain Group accounting policies and promote consistent application across international entities.\n, • Monitor new accounting standards and regulatory developments and assess their impact on the organization.\n, • Serve as a key accounting resource to Finance and Accounting teams on complex reporting matters.\n\n Process Improvement & Collaboration \n\n • Partner across Accounting, Finance, Consolidation, Tax, Treasury, and other business functions.\n, • Support improvements to financial reporting systems, processes, and internal controls.\n, • Drive greater efficiency, consistency, and quality across financial reporting activities.\n, • Collaborate with external auditors and advisors on reporting and technical accounting matters.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, or a related field.\n, • CPA required.\n, • 7+ years of professional accounting experience.\n, • Strong hands-on experience with SEC reporting and technical accounting.\n, • Strong knowledge of SEC regulations, IFRS, and U.S. GAAP.\n, • Experience preparing or reviewing complex financial statement disclosures.\n, • Strong technical research and accounting memo-writing skills.\n, • Advanced Excel skills.\n, • Excellent written and verbal communication skills.\n, • Fluent English required.\n\n \n Preferred Experience \n\n • Big Four accounting experience.\n, • Public company, IPO readiness, or SEC reporting experience.\n, • Experience with foreign private issuer reporting, including Forms 20-F and 6-K.\n, • Experience with XBRL and financial disclosure/reporting platforms.\n, • NetSuite or similar ERP experience.\n, • Experience within a fast-growing, international organization.\n, • French or Italian language skills are a plus.\n

Independent Board Director | Nasdaq Listing Readiness | Audit Committee Chair / Financial Expert (ACFE)\n \n About the Opportunity \n Executive Agility builds boards that perform to the highest standards. We place highly credentialed Independent Board Directors into companies preparing for U.S. public market listings & companies already listed on Nasdaq & NYSE – matching the right directors to the right boards, based on fit & capability. \n We are currently seeking expressions of interest from experienced Audit Committee Financial Expert (ACFE) candidates for a confidential client preparing for a U.S. Nasdaq listing. \n \n The company is an international defense, autonomous systems & advanced technology business establishing its U.S. public-company Board. This is an opportunity to join the Board at a pivotal listing-readiness stage & provide independent oversight of financial reporting, audit, internal controls & corporate governance. \n \n This is a Board appointment opportunity – not a consulting, advisory or fractional engagement. Board compensation will be commensurate with industry standards. \n 🔷 WHO WE ARE\n Executive Agility operates as the execution & project management layer across the end-to-end listing readiness process, including IPOs, dual listings, up-listings, SPAC / de-SPAC & Foreign Private Issuer pathways. \n \n We act as the execution quarterback – coordinating legal, audit, governance, finance, board, technical disclosure & adviser workstreams so critical listing requirements are addressed concurrently, not left to become late-stage blockers. \n \n Our Board Director Placement practice extends this mandate. We source, screen & place Independent Board Directors who can strengthen governance infrastructure, support SEC / exchange readiness & bring credible oversight to companies preparing for U.S. capital markets access. \n 🔷 THE CLIENT PROFILE\n Our client is an international company operating across defense, autonomous systems, advanced technology & associated services, preparing for a U.S. Nasdaq listing. \n \n The company is establishing its U.S. public-company governance structure and requires a highly qualified Independent Director to serve as Audit Committee Chair & Audit Committee Financial Expert (ACFE). \n \n The Board requires capability across: \n ✔ U.S. public-company financial reporting & SEC disclosure \n ✔ PCAOB audit oversight & external auditor independence \n ✔ Audit Committee leadership, financial expertise & governance \n ✔ SOX 302 / 404, internal controls & disclosure controls \n ✔ Enterprise risk management, financial integrity & regulatory compliance \n ✔ Cross-border financial reporting & capital markets transactions \n ✔ Nasdaq corporate governance & Audit Committee requirements. \n \n Experience in defense, aerospace, autonomous systems, advanced technology or international business would be highly valued. \n 🔷 THE ROLE\n Independent Board Director – Audit Committee Chair / Audit Committee Financial Expert (ACFE) \n The successful candidate will provide independent Board-level financial oversight and lead the Audit Committee through the company's transition to U.S. public-company reporting and governance. \n \n Key responsibilities include: \n ✔ Chair the Audit Committee & establish a disciplined committee oversight and reporting cadence \n ✔ Oversee financial reporting integrity, U.S. GAAP financial statements & SEC disclosures \n ✔ Oversee the independent PCAOB-registered auditor, audit quality, auditor independence & external audit processes \n ✔ Monitor internal controls over financial reporting, disclosure controls & SOX readiness \n ✔ Oversee significant accounting judgments, estimates, related-party transactions & financial reporting risks \n ✔ Support Board oversight of financial governance, enterprise risk & regulatory compliance \n ✔ Engage effectively with management, external auditors, securities counsel & other capital markets advisers \n ✔ Contribute independent financial judgment to Board decisions, capital allocation & strategic transactions. \n 🔷 ESSENTIAL EXPERIENCE\n We are seeking a candidate capable of satisfying the SEC's Audit Committee Financial Expert criteria and applicable Nasdaq Audit Committee independence and financial sophistication requirements, subject to formal assessment by the client and securities counsel. \n \n Essential experience: \n ✔ Substantial experience as a U.S. publicly listed company CFO, CAO, Audit Partner, Audit Committee Chair or equivalent senior financial leader, with demonstrated SEC reporting and audit oversight responsibilities \n ✔ Demonstrated financial expertise consistent with SEC Regulation S-K Item 407(d)(5) \n ✔ Strong understanding of U.S. GAAP, SEC financial reporting & public-company disclosure obligations \n ✔ Direct experience overseeing PCAOB audits or audits of SEC-reporting companies \n ✔ Demonstrated Audit Committee leadership capability, including effective oversight of external auditors, financial reporting & internal controls \n ✔ Experience with SOX 302 / 404, internal controls over financial reporting & disclosure controls \n ✔ Proven ability to interpret complex financial statements, significant accounting matters & audit findings \n ✔ Sound Board-level judgment, independence & corporate governance experience \n ✔ Ability to satisfy applicable SEC & Nasdaq Audit Committee independence requirements. \n 🔷 HIGH-VALUE EXPERIENCE\n ✔ Prior service as Audit Committee Chair of a Nasdaq or NYSE-listed company \n ✔ Experience supporting IPOs, Nasdaq listings or U.S. public-company transitions \n ✔ Active U.S. CPA qualification strongly preferred, or equivalent demonstrated public-company financial expertise \n ✔ Cross-border reporting experience, including IFRS-to-U.S.-GAAP reporting considerations \n ✔ Experience overseeing financial reporting and controls in high-growth or emerging public companies \n ✔ Defense, aerospace, autonomous systems, technology or advanced manufacturing sector exposure \n ✔ Capital raising, M&A, corporate restructuring or complex financial transactions \n ✔ Experience working with international Boards, institutional investors, investment bankers & securities counsel. \n 🔷 YOUR PROFILE\n You're an experienced public-company financial leader or Independent Director who: \n ✔ Can demonstrate the qualifications expected of an Audit Committee Financial Expert \n ✔ Has the credibility and experience to lead a U.S. public-company Audit Committee \n ✔ Combines rigorous financial oversight with practical commercial judgment \n ✔ Understands the responsibilities and regulatory expectations of SEC-reporting companies \n ✔ Can engage confidently with management, auditors, legal advisers & institutional investors \n ✔ Brings independence, integrity, sound judgment & a constructive approach to Board oversight \n ✔ Can contribute actively during the pre-listing phase and continue providing effective oversight after listing. \n 🔷 COMPENSATION & APPOINTMENT\n ✔ Independent Non-Executive Director appointment \n ✔ Audit Committee Chair designation \n ✔ Board compensation will be commensurate with industry standards, reflecting the responsibilities of the appointment, relevant qualifications & experience \n ✔ Appointment subject to confirmation of independence, Audit Committee Financial Expert qualifications, Board approval & comprehensive Director due diligence, including identity verification, criminal history, regulatory / enforcement, sanctions & watchlist, reference, credential & conflict-of-interest checks, conducted with candidate consent & in accordance with applicable law. \n 🔷 HOW TO APPLY\n Apply via LinkedIn. Your application should include: \n ✔ Current CV, Board biography or résumé \n ✔ Details of current or previous public-company Board & Audit Committee appointments \n ✔ A concise summary of your Audit Committee Financial Expert qualifications \n ✔ Relevant SEC reporting, PCAOB audit, U.S. GAAP, SOX & Nasdaq experience \n ✔ Details of any IPO, cross-border listing or public-company transition experience \n \n Shortlisted candidates will be contacted by Executive Agility directly for a confidential conversation. \n \n Approaches from recruitment agencies will not be responded to.

Fund Accountant \n Location: New York, NY (In-Office) \n Employment Type: Full-Time \n \n Ready to make your first move out of public accounting? \n We're partnering with a well-established alternative investment firm seeking a Fund Accountant to join its growing finance team. This opportunity is ideal for someone with 2-3 years of public accounting experience who wants to transition into the investment world and gain hands-on exposure to private equity, private credit, fund operations, financial reporting, and investment accounting. \n \n If you've spent the last few years auditing investment management clients and are looking for an opportunity to apply what you've learned in a more strategic, business-facing environment, this role offers an excellent next step. \n \n Position Overview \n As a Fund Accountant, you'll work closely with experienced finance professionals and external service providers to support the accounting, reporting, and operations of various investment vehicles. This role provides broad exposure across fund accounting, financial reporting, investment activity, and audit coordination while offering significant opportunities for professional development and career growth. \n Responsibilities \n\n • Assist with the preparation and review of quarterly and annual fund financial statements\n, • Support external audit processes and coordinate with auditors and other service providers\n, • Review NAV packages, supporting schedules, and fund-level reporting\n, • Track and analyze fund expenses, accruals, and allocations\n, • Support capital calls, investor distributions, and related fund activity\n, • Assist with treasury and cash management processes\n, • Monitor portfolio activity and perform account reconciliations\n, • Collaborate with administrators, tax advisors, and internal stakeholders to ensure timely and accurate reporting\n, • Assist with regulatory and compliance-related reporting requirements\n, • Participate in special projects and process improvement initiatives\n\n Qualifications \n\n • 2-3 years of public accounting experience\n, • Big 4 or Top 10 public accounting experience strongly preferred\n, • Experience working with private equity, private credit, hedge fund, asset management, or alternative investment clients\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA completed, in progress, or actively pursuing preferred\n, • Strong analytical, organizational, and problem-solving abilities\n, • Advanced proficiency in Microsoft Excel\n, • Excellent communication skills and attention to detail\n, • Ability to manage multiple priorities in a fast-paced environment\n\n Ideal Candidate \n This opportunity is particularly attractive for: \n\n • Audit Associates and Senior Associates seeking their first move out of public accounting\n, • Professionals with exposure to alternative investments and investment management clients\n, • Individuals interested in developing long-term careers within private markets and alternative investments\n, • Candidates looking for greater business exposure and ownership than a traditional audit role can provide\n\n Why Consider This Role? \n\n • Excellent first move from public accounting into industry\n, • Exposure to sophisticated alternative investment strategies\n, • Direct interaction with experienced finance and investment professionals\n, • Strong mentorship and learning environment\n, • Visibility across accounting, operations, and fund management functions\n, • Long-term career growth potential within a respected investment platform\n\n Compensation \n Base Salary: $95,000 - $120,000 \n \n Final compensation will be determined based on experience, qualifications, credentials, and overall fit. Eligible employees may also participate in bonus and incentive programs. \n Benefits \n Eligible employees may have access to: \n\n • Medical, dental, and vision insurance\n, • Paid time off and company holidays\n, • 401(k) retirement savings plan\n, • Life and disability insurance\n, • Employee assistance programs\n, • Additional company-sponsored benefits and wellness programs\n\n \n Work Authorization \n Applicants must be legally authorized to work in the United States without current or future sponsorship requirements. \n \n Background Screening \n Where permitted by law, a background check may be conducted following a conditional offer of employment. \n \n Equal Opportunity Employer \n Our client is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, citizenship status, or any other status protected by applicable federal, state, or local law. \n \n Reasonable Accommodation \n Applicants requiring reasonable accommodation during the application or interview process are encouraged to request assistance. Accommodations will be provided in accordance with applicable law.

Please connect with me on LinkedIn as well @Steven Sigesmund \n \n Job Title: Collections Specialist \n Location: New York NY 10017 AND Boston MA 02110 \n Salary/Payrate: $85K-$95K annually and AWESOME benefits!!! \n Work Environment: Hybrid (1-2 days WFH after initial 60 day ramp up period) \n Term: Permanent / Fulltime \n Bachelor’s degree required: No \n Referral Fee: AMS will pay $500 should the person you refer gets hired \n \n JOB DESCRIPTION \n \n The Collections Specialist is responsible for the accurate and efficient preparation of invoices for various Billing Attorneys. This position will interact with all levels of attorneys, clients and staff to effectively drive the collection process. The candidate will assist with collections, AR analysis, e-bill invoice rejections, invoice resubmissions, Credit/Retainers refunds, client calls as needed. Candidate should also be flexible to work overtime as needed. \n \n Key Responsibilities \n\n • Responsible for daily function of collection efforts, including inventory review, regular consultation with attorneys to review issues related to A/R and determine best strategy for collection\n, • Responsible for accounting functions including but not limited to accounts receivable and billing\n, • Proactively and efficiently communicates accounts receivable information to office and firm management\n, • Processes client bills using Pre-bill Viewer and Aderant software\n, • Submits electronic client invoices and accruals via various e-billing websites\n, • Researches and responds to accounting and billing questions; communicates with clients as needed\n, • Reviews and edits pre-bills in response to requests from attorneys and legal support specialists\n, • Analyzes client balances and client ledgers (payments and applications)\n, • Application and re-application of deposits, retainers, unapplied cash\n, • Assists with client refunds\n, • Reviews client AR balances and collection communication with the Billing Attorney/Business Director/Revenue Director\n, • Develops and prepares collection and A/R related reports; account reconciliations\n, • Enters and maintains collection notes into our Dashboard/Aderant Collection system\n, • Assists with our yearly Internal Audit (researches credits and initiates any refunds, updates the collection notes, etc.)\n, • Assists with other special projects, ad hoc reports, and activities as needed, and performs additional duties as assigned\n, • Flexibility to attend onsite trainings, work overtime and conduct business travel as needed\n\n \n \n Qualifications \n \n Skills & Competencies \n\n • Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation, including active listening and ability to convey information clearly\n, • Ability to prioritize workload and adapt to a fast-paced, high-pressure environment to meet strict deadlines to achieve business goals and objectives\n, • Highly motivated, self-starter who can work well under minimal supervision, as well as take a proactive approach in being team-oriented\n, • High attention to detail, outstanding organizational skills, and the ability to manage time effectively\n, • Analytical with strong problem-solving skills, takes initiative and uses good judgment, excellent follow-up skills\n, • Proactive in identifying accounting issues and providing solutions\n\n \n Education & Prior Experience \n\n • Bachelor’s Degree or equivalent experience in Accounting, Finance, or related field preferred\n, • Minimum three years of Collections experience, preferably in the professional services industry (legal, accounting, insurance, healthcare\n, • Exceptional computer skills with the ability to learn new software applications quickly\n\n \n Technology \n\n • Aderant software, Concur, Prebill Viewer, and Ebilling Hub experience a plus\n, • Proficiency with Windows-based software, strong Excel preferred\n, • Understanding of AI capabilities, limitations, and responsible use in a professional environment.\n, • Familiarity with, or willingness to learn, firm-approved AI tools (e.g., Copilot, ChatGPT, or similar platforms) to support daily workflow and/or improve work quality.\n

Job Description Licensed Practical Nurse (LPN) Location: Brooklyn, NY 11203 Pay Rate: $35–$40/hour Employment Type: Full-Time Contract Schedule: (5) 8-Hour Shifts Per Week | Every Other Weekend Required | Multiple Shifts Available About the Opportunity A long-term care facility in Brooklyn, NY is seeking multiple Licensed Practical Nurses (LPNs) for full-time contract positions. This role requires LTC/nursing home experience and offers day, evening, and night shift availability, with 10+ openings needed per shift. Orientation is scheduled for 9/14, and interviews are conducted in-person only. Responsibilities • Provide direct nursing care to residents in a long-term care/nursing home setting, • Administer medications and treatments per physician orders and facility protocols, • Monitor and document resident health status and changes in condition, • Collaborate with RNs, physicians, and interdisciplinary care teams, • Maintain accurate and timely documentation of care provided, • Ensure compliance with facility policies, safety standards, and regulatory requirements Requirements • Graduation from an accredited school of practical nursing, or completion of equivalent study in an approved professional nursing program, • Current New York State LPN licensure required, • LTC/nursing home experience required, • Minimum 1 year of clinical experience preferred, • EPIC experience a plus Schedule Details • (5) 8-hour shifts per week, • Every other weekend required, • Shift options:, • Day: 7:00 AM – 3:15 PM, • Evening: 3:00 PM – 11:15 PM, • Night: 11:00 PM – 7:15 AM, • Orientation: 9/14, • Interviews: In-person only Apply Today If you're an LPN with LTC/nursing home experience looking for a full-time contract opportunity in Brooklyn, NY, apply today to learn more. \nCompany Description 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. 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.

COSCO SHIPPING (North America) Inc. is seeking an Internal Audit Specialist to join its Internal Auditing Department. This position will be based in Secaucus, NJ. \n The Internal Audit Specialist will support internal audit activities and compliance reviews. This role will work closely with different departments to assist in maintaining operational transparency and internal controls. \n \n Key Responsibilities: \n Internal Audit & Compliance Support \n\n • Assist in internal audit projects across finance, operations, and compliance functions\n, • Support audit testing, documentation review, and basic data analysis\n, • Assist in identifying operational or financial risks and control issues\n, • Prepare audit workpapers and maintain supporting documentation\n, • Coordinate with internal departments to gather information and follow up on audit-related request\n, • Assist in preparing audit reports, findings summaries, and related documentation\n\n \n Qualifications: \n\n • Bachelor’s degree or above in Accounting, Finance, Auditing, Business Administration, or a related field\n, • 1–3 years of relevant experience in internal audit, accounting, finance, compliance, or related areas; strong recent graduates are also encouraged to apply\n, • Basic understanding of accounting principles and internal control concepts\n, • Proficient in Microsoft Office, especially Excel\n, • Strong organizational skills and attention to detail\n, • Ability to manage confidential information appropriately\n, • Strong communication and interpersonal skills with the ability to work cross-functionally\n, • Fluent in both English and Mandarin (reading, writing, and speaking), with the ability to support bilingual communication and documentation\n\n \n Preferred Qualifications (Nice to Have): \n\n • Knowledge of US GAAP, IFRS, or internal control frameworks\n\n

Top-Tier Bank in Midtown, Manhattan is seeking a Portfolio Manager VP (Corporate Banking) \n \n Responsibilities: \n \n\n • Monitoring, analyzing and reporting the asset quality across a wide range of industries within the Corporate Banking portfolio\n, • Produce periodic portfolio overview and analysis\n, • Conduct account portfolio monitoring, identify emerging risks, and provide risk analysis with Relationship Manager\n, • Conduct and monitor portfolio analytics to assess credit performance and trends across various credit risk dimensions (credit rating, industries/sectors, structures, geographies, credit policy exceptions, and covenant exceptions, etc.)\n, • Identify early warning signs of risk and escalating as needed\n, • Monitor and maintain portfolio to adhere to applicable credit policies and compliance requirements\n, • Monitoring covenant compliance reporting requirements\n, • Discuss and propose risk mitigation/reduction strategies with Team Leaders and Relationship Managers\n, • Keep senior management and Relationship Manager abreast with the latest economic and market updates\n\n \n Qualifications: \n \n\n • Bachelor’s degree in business, economics, finance, accounting, or related fields\n, • 5+ years of experience in corporate credit analysis or portfolio management\n, • Excel modeling, PowerPoint, and other data mining financial modeling skills\n, • Corporate Banking/Commercial Banking Experience desired\n, • Formal Credit training desired\n\n

Director of Internal Audit \n Industry: Global Investment Management \n Location: New York City or Seattle, WA (Relocation Assistance Available) \n Compensation: Up to $300K \n Work Arrangement: 4 Days Onsite, 3 Fully Remote Weeks Annually \n About the Opportunity \n A leading global investment management firm is seeking an experienced Director of Internal Audit to lead its global internal audit function. \n This is a highly visible, strategic leadership opportunity for an individual who can operate as both a hands-on audit leader and a trusted business partner. Reporting directly to the Chief Auditor, this individual will oversee a global team of approximately 6 professionals and play a critical role in strengthening risk management, influencing business strategy, and driving organizational improvements. \n The ideal candidate brings a combination of technical audit expertise, executive presence, strong people management skills, and the ability to independently lead complex audit engagements from beginning to end. \n Key Responsibilities \n\n • Lead and develop a global team of internal auditors, providing coaching, performance management, and professional development.\n, • Independently own the annual risk-based audit plan, including audit strategy, scoping, execution, reporting, and issue remediation.\n, • Oversee audits across investment operations, technology, cybersecurity, operational risk, compliance, and corporate functions.\n, • Serve as a strategic business partner to senior executives, providing actionable recommendations that strengthen controls and improve business processes.\n, • Present and defend audit findings, challenge senior stakeholders when necessary, and build consensus around recommended improvements.\n, • Collaborate with global business leaders to identify emerging risks and align audit priorities with organizational objectives.\n, • Manage relationships with external auditors and co-sourcing partners.\n, • Drive continuous improvement across the internal audit function, promoting efficiency, accountability, and innovation.\n\n Qualifications \n\n • 8+ years of experience in internal audit, operational risk, or related functions, ideally within asset management or investment management.\n, • Demonstrated experience managing direct reports and leading high-performing teams.\n, • Proven ownership of end-to-end audit engagements, including annual planning, scoping, fieldwork, reporting, and follow-up.\n, • Strong understanding of investment operations, operational risk, internal controls, and technology risk.\n, • Experience presenting audit findings and recommendations to executive leadership and senior business stakeholders.\n, • Exceptional communication skills, executive presence, emotional intelligence, and relationship-building abilities.\n, • Ability to balance hands-on audit execution with broader strategic leadership responsibilities.\n, • Bachelor's degree in Accounting, Finance, Business, or a related field.\n, • CPA, CIA, CFA, or other relevant certifications preferred.\n\n What Makes This Opportunity Unique \n\n • Strategic Influence: Operate as a true business partner with the opportunity to influence decisions and drive meaningful organizational change.\n, • Global Leadership: Lead and develop an established international audit team with broad exposure across business functions.\n, • Executive Visibility: Work directly with the Chief Auditor and collaborate closely with senior leadership.\n, • Ownership & Autonomy: Take responsibility for the full audit lifecycle and help shape the direction of the internal audit function.\n, • Competitive Compensation: Strong total compensation package with flexibility for exceptional candidates.\n, • Location Flexibility: Opportunities in both New York City and Seattle, with relocation assistance available.\n\n

Our client, a private investment firm in New York, is hiring a Corporate Accountant to join its small, collaborative accounting team. This is a hands-on role that owns the corporate books for the firm and its related entities, from the general ledger through month-end and quarter-end close, with exposure to private equity and real estate investment accounting. The finance function is making a significant push into AI and automation, so this person will help shape how the team’s processes work going forward. \n \n Compensation: $115,000 to $135,000 \n \n Location: New York, New York (5 days / week onsite) \n \n What You’ll Do \n\n • Own the general ledger and the monthly, quarterly and annual close for the firm and its related entities, including journal entries, accruals, prepaids, allocations and balance sheet reconciliations\n, • Prepare financial statements, management reporting packages and variance analysis\n, • Run intercompany accounting across entities, including charges, allocations, settlements and reconciliations\n, • Manage corporate expense accounting and accounts payable end to end, from invoice review and coding through vendor reconciliations and payment support\n, • Handle cash-related accounting, including bank reconciliations, cash reporting and wire review\n, • Support accounting for alternative investments, including capital calls, distributions, investment reconciliations and related reporting schedules\n, • Coordinate external audits by preparing schedules, responding to auditor requests and resolving open items\n, • Research and document accounting treatment for non-routine transactions under U.S. GAAP\n, • Help document and strengthen internal controls, and contribute to process automation, systems and finance improvement projects\n\n What We’re Looking For \n\n • Bachelor’s degree in Accounting, Finance or a related field\n, • CPA, or CPA exam parts passed and actively pursuing licensure\n, • 3+ years of accounting experience in one of two forms: public accounting combined with corporate accounting, or corporate accounting at a financial services or investment firm\n, • Direct, hands-on ownership of the general ledger and the close process\n, • Strong working knowledge of U.S. GAAP, account reconciliations, accounts payable and audit support\n, • Advanced proficiency in Microsoft Office, particularly Excel\n, • Ability to explain accounting matters clearly to non-finance colleagues and senior stakeholders\n, • Sound judgment and strict discretion with confidential information\n\n Preferred \n\n • Experience in investment management, family office, private investment or real estate accounting\n, • Practical, day-to-day use of generative AI tools (e.g., Copilot) in accounting work\n, • Experience with an alternative investment accounting platform\n, • Familiarity with IFRS\n, • Interest in process automation and accounting systems\n\n \n The Environment \n This is a private investment firm with a small, collaborative accounting team. The team works closely with operations, tax, IT and investment colleagues across multiple offices. The role is based in New York, NY and is fully in office.

Our client, a top real estate management company, needs a commercial real estate experienced Property Accountant for their Property Management team. \n \n Job Description: With excellent analytical skills, the primary responsibility of the Property Accountant will be the financial management and reporting for the property working closely with the property management team and building ownership. The Property Accountant will be responsible for ensuring that all financial reporting is accurate and timely and provide guidance to the management team on all accounting and finance related items. With excellent accounting and management skills, the Property Accountant will work with team members to ensure both revenue and expenditures are in line with the budget on a monthly basis. Additional responsibilities for the Property Accountant include the following: \n \n Responsibilities Include: \n\n • Preparing accurate and complete monthly financial and accounting reports.\n, • Overseeing and finalizing the preparation of the annual budget, monthly forecasts and re-projections.\n, • Working with Property Manager to prepare detailed variance explanations and preparation of annual business plan.\n, • Preparing CAM and tax reconciliations and other related period end tenant and vendor billings.\n, • Responsible for cash management maintenance and reporting.\n, • Managing the Accounts Payable processes including coding and entering of invoices into the accounting system, verifying and ensuring accuracy of data and corresponding backup.\n, • Managing the Accounts Receivable processes including aging report, collections, and accurate rent data within in the financial system.\n, • Verifying, allocating, and overseeing the posting of transactions to subsidiary accounts and preparing journal entries for accruals.\n, • Reviewing and approving documentation for expense reports and budget variances and ensuring appropriate guidelines and approvals are followed.\n, • Preparing and compiling reports and analysis to show statistics on revenues and expenditures, accounts payable and receivable, profit and loss, and other financial related items.\n\n \n Position Requirements \n\n • 4 years of previous accounting experience in commercial real estate with increasing responsibilities.\n, • California Real Estate License and RPA or CPM designations\n, • Proficient in general accounting and financing principles and in GAAP and FASB.\n, • Extensive knowledge of account payables, receivables, budgets, and expenditure control is also required.\n, • Ability to create procedural manuals and train and manage AP and AR Specialists.\n, • Highly proficient in Microsoft Excel, and Yardi, MRI, Timberline, or other commercial real estate software programs.\n, • Exceptional problem solving and analytical skills.\n\n \n Education \n\n • Bachelor's degree in Accounting and relevant work experience.\n\n \n \n \n Compensation \n\n • $50-58/HR DOE\n

Coda Search has partnered with a rapidly expanding consumer goods company headquartered in Brooklyn, New York. Its brand is building significant traction with consumers across the country, and the company has achieved robust year-over-year growth while continuing to extend its reach throughout the United States. The team is looking to bring on a Senior Accountant who excels in a fast-moving setting, will be central to leading the monthly close, and is motivated by designing processes and procedures that grow alongside the business. \n \n Responsibilities: \n\n • Lead the monthly close, including reconciliations of balance sheet and income statement accounts\n, • Handle accounting for several entities, recording and reconciling intercompany activity\n, • Maintain the fixed asset register and administer depreciation schedules\n, • Use Excel to examine expenses and flag significant variances\n, • Evaluate vendor invoices and address any vendor-related concerns\n, • Oversee general ledger reconciliations and record journal entries\n, • Assist with the year-end audit by compiling schedules and acting as the main point of contact for external auditors\n\n \n Who You Are: \n\n • Bachelor’s degree in Accounting or Finance\n, • Minimum of three years of accounting experience\n, • Proficiency in advanced Excel functions (pivot tables, VLOOKUPs, etc.)\n, • Experience with NetSuite is highly desirable\n, • Excellent communication and presentation abilities\n

Senior Accountant \n \n Europerfumes – Englewood, New Jersey (Hybrid) \n \n Europerfumes is the leading US distributor of luxury, artisanal fragrance and candle brands. We are seeking a detail-oriented, analytical, and hands-on Senior Accountant to support the company’s accounting operations, financial reporting, payroll, compliance, and financial processes. \n \n This role will be responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, reconciling accounts, and ensuring compliance with accounting standards and company policies. The Senior Accountant will work closely with leadership and cross-functional teams to support financial operations, improve processes, and contribute to the continued growth of the organization. \n \n The ideal candidate possesses strong accounting expertise, exceptional attention to detail, advanced Excel and systems skills, and the ability to manage multiple priorities in a fast-paced environment. \n \n This role offers the opportunity to join a growing entrepreneurial organization and play a key role in strengthening financial operations and reporting. \n \n Who We Are \n Europerfumes is the leading US distributor of artisanal fragrance brands. Founded in 1997, Europerfumes has decades of experience vetting and sourcing the best independent brands from all over the world. Today our portfolio includes over 18 brands for which we manage everything within the US. This management ranges from a brand’s online store (including site design, development, and customer experience), social media presence, advertising, and retail distribution. \n \n Why Work With Us? \n We are a group of fun, creative, and dynamic professionals who embrace an entrepreneurial culture. We offer significant opportunities for growth, learning, and professional development. Our people are collaborative, forward-thinking, and passionate about building brands and businesses together. \n \n Responsibilities \n Accounting & Financial Reporting \n \n\n • Prepare and maintain accurate financial records across multiple entities and divisions\n, • Support monthly, quarterly, and annual close processes, including journal entries, account reconciliations, and financial statement preparation\n, • Assist in preparing balance sheets, income statements, cash flow reports, and supporting schedules\n, • Analyze financial data and investigate account variances to ensure reporting accuracy\n, • Maintain detailed and well-documented workpapers for balance sheet accounts, tax support, and key P&L accounts\n, • Ensure compliance with GAAP, company policies, and established internal controls\n, • Assist with year-end audits, reviews, and requests from external accountants and auditors\n\n \n Cash Management & Accounts Administration \n \n\n • Assist with cash flow tracking, bank reconciliations, and treasury-related activities\n, • Maintain banking records and support management of company credit cards and expense reporting systems\n, • Review and process vendor payments while ensuring proper documentation and approvals\n, • Support the implementation and maintenance of financial controls and accounting procedures\n\n \n Payroll & General Accounting \n \n\n • Support payroll processing activities to ensure accuracy, compliance, and timely completion\n, • Prepare payroll-related journal entries, reconciliations, and accruals\n, • Partner with HR and Finance teams on payroll reporting, employee deductions, and payroll tax compliance\n, • Assist with compensation and benefits accounting as needed\n\n \n Tax & Compliance \n \n\n • Support external tax advisors by preparing documentation and responding to information requests\n, • Assist with multi-state sales tax and income tax compliance activities\n, • Maintain corporate records, registrations, annual filings, and compliance documentation\n, • Ensure accounting records are complete and audit-ready\n\n \n Systems & Process Improvement \n \n\n • Assist with ERP administration, reporting, and system maintenance\n, • Support process improvement initiatives, automation projects, and workflow enhancements\n, • Develop and maintain financial reports, dashboards, and KPI tracking tools\n, • Identify opportunities to improve efficiency, accuracy, and scalability within accounting processes\n\n \n Qualifications \n \n\n • Bachelor’s degree in Accounting, Finance, or related field required\n, • CPA or CPA candidate preferred\n, • 5–8 years of progressive accounting experience\n, • Strong knowledge of GAAP, financial reporting, account reconciliations, and month-end close processes\n, • Experience working with multi-entity accounting environments preferred\n, • Advanced Microsoft Excel skills and experience with ERP systems\n, • Strong analytical, organizational, and problem-solving abilities\n, • Exceptional attention to detail and accuracy\n, • Excellent communication and interpersonal skills\n, • Ability to manage multiple priorities in a fast-paced, entrepreneurial environment\n, • Industry experience in distribution, e-commerce, consumer goods, retail, or related industries preferred\n\n \n Preferred Experience \n \n\n • Experience with Sage or similar ERP platforms\n, • Experience in distribution and/or e-commerce businesses\n, • Experience with multi-state tax environments\n, • Experience with financial process automation and reporting tools\n, • Experience supporting external audits and year-end reporting processes\n\n \n Benefits & Perks \n \n\n • Hybrid work schedule following onboarding period\n, • Monday through Friday work schedule\n, • Medical, dental, and vision insurance\n, • 401(k) plan\n, • Paid sick time\n, • Paid company holidays\n, • Company closure from December 24 through January 1\n, • Summer Fridays\n, • Employee discounts and additional company perks\n\n \n The anticipated compensation range for this position is $110,000 - $130,000, based on qualifications, experience, skill set, and other business-related factors. This position may also be eligible for bonus compensation and additional company benefits. \n \n Europerfumes is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Coda Search has partnered with a Series C consumer goods company based in Brooklyn, New York. The organization has quickly broadened its footprint throughout the United States and continues to expand across numerous locations. As a member of a five-person accounting team, this individual will play a central role in leading the monthly close, managing intercompany activity, refining processes, and driving efficiencies throughout the organization. Because an external accounting partner handles certain cash management responsibilities, this position will concentrate on balance sheet and income statement accounts. \n \n What You’ll Do: \n\n • Support and lead the monthly close, including reconciliations of balance sheet and income statement accounts\n, • Review financial statements and conduct variance analysis accompanied by explanatory commentary\n, • Oversee general ledger reconciliations and record journal entries\n, • Record and reconcile intercompany activity among the company’s entities\n, • Prepare and evaluate cost of goods sold and associated expenses\n, • Facilitate accounting integration as the company opens new locations\n, • Direct special initiatives throughout the organization, pinpointing ways to strengthen processes and procedures\n, • Assist with the year-end audit by compiling schedules and acting as the primary point of contact for external auditors\n\n \n Who You Are: \n\n • Bachelor’s degree in Accounting or Finance\n, • Minimum of three years of accounting experience (background in consumer goods, CPG, or a high-growth startup is advantageous)\n, • Proficiency in advanced Excel functions (pivot tables, VLOOKUPs, etc.)\n, • Experience with NetSuite is highly desirable\n, • Strong analytical skills, meticulous attention to detail, and a results-driven mindset\n, • Effective communicator and collaborative colleague who excels in a dynamic, fast-moving environment\n

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. \n \n About The Role & Team \n We’re looking for a hands-on Senior Accountant with broker-dealer experience to own complex areas of the monthly close and play a key role in audit readiness and execution. This role requires someone who can operate independently, dig into issues, and exercise sound judgment on when to resolve vs escalate. \n \n You’ll work across accounting, operations, and compliance to ensure accurate financial reporting in a regulated environment. \n \n In This Role, You Will \n Monthly Close & Accounting Operations \n\n • Own and execute key components of the monthly and quarterly close\n, • Prepare and review journal entries, account reconciliations, and variance analyses\n, • Investigate and resolve reconciliation breaks across sub-ledgers and the general ledger\n, • Ensure timely, accurate financial reporting in a multi-entity environment\n\n \n Broker-Dealer & Regulatory Accounting \n\n • Support preparation of regulatory reports (e.g., FOCUS reporting, net capital, reserve calculations)\n, • Apply understanding of broker-dealer accounting\n, • Partner with compliance and finance on regulatory requirements and changes\n\n \n Audit Support & Readiness \n\n • Serve as a primary point of contact for audit requests in assigned areas\n, • Prepare clear, well-documented support for external auditors (PBC requests)\n, • Respond to audit inquiries with timely and complete responses\n, • Identify and remediate control gaps or documentation issues\n\n \n Problem Solving & Process Improvement \n\n • Proactively identify issues during close and drive resolution\n, • Escalate risks and issues appropriately, with context and proposed solutions\n, • Improve processes, documentation, and controls to increase efficiency and reduce risk\n\n \n The Skills You Bring \n\n • 3–7+ years of accounting experience, with broker-dealer or financial services exposure\n, • Hands-on experience with monthly close and account reconciliations\n, • Direct experience supporting external audits\n, • Familiarity with SEC / FINRA reporting requirements (net capital, reserve, FOCUS)\n, • Strong Excel skills (comfortable working with large datasets)\n, • Experience with ERP systems (e.g., NetSuite, Oracle, SAP, or similar)\n, • Understanding of internal controls and audit documentation standards\n\n \n What Makes You Stand Out \n\n • Experience with crypto / digital asset accounting (custody, wallet tracking, fair value considerations)\n, • CPA (Certified Public Accountant) or active progress toward certification\n, • Series 27 (FINOP) or prior experience supporting a Financial and Operations Principal\n, • Background in a clearing firm environment or direct interaction with clearing brokers\n\n \n Why Webull? \n \n Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 16 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. \n \n Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: \n\n • Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!\n, • Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.\n, • Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.\n, • Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.\n, • Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.\n, • Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.\n\n \n This role is based in our NY Wall Street office (44 Wall Street, NYC), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $110,000 - 165,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications. \n \n EEOC Statement \n Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

We are working with a leading global financial services firm that is looking to add an AVP of Financial Reporting & Legal Entity Control to its New York finance team. \n This is a broad accounting and controllership role with exposure to financial reporting, legal entity accounting, consolidations, month-end close, balance sheet substantiation, transaction accounting, and senior management reporting. \n The position is a strong opportunity for someone coming from a financial services accounting environment or Big Four audit who wants broader ownership and exposure across a complex financial institution. \n \n Responsibilities \n • Provide legal entity controllership and financial reporting support across multiple entities under US GAAP \n • Oversee portions of the monthly and quarterly close process, including journal entries, accruals, intercompany activity, financing activity, investment activity, and consolidations \n • Prepare and review quarterly and annual financial statements \n • Perform monthly balance sheet and income statement substantiation and investigate material variances \n • Prepare monthly and quarterly analytical reporting, including commentary on balance sheet and P&L movements \n • Partner closely with Corporate Accounting, SEC Reporting, Regulatory Reporting, Product Control, Treasury, Tax, Technical Accounting, FP&A, and other finance teams \n • Support new transactions, entity restructurings, and other business activity requiring accounting analysis \n • Assist with regulatory and external financial reporting requirements \n • Support senior management reporting and presentations related to consolidated financial results \n • Help improve accounting processes, controls, reporting efficiency, and systems \n • Assist in mentoring and developing junior members of the accounting team \n \n Qualifications \n • Bachelor’s degree in Accounting required \n • Approximately 5 to 8 years of accounting and financial reporting experience \n • CPA preferred \n • Experience within a financial services company, investment bank, broker-dealer, capital markets firm, or similar financial institution strongly preferred \n • Big Four public accounting experience is highly preferred \n • Strong knowledge of US GAAP and financial reporting \n • Experience with legal entity accounting, financial statement preparation, month-end close, consolidations, balance sheet reconciliations, and variance analysis \n • Experience with Oracle, Essbase, Hyperion HFM, or similar accounting and consolidation systems is a plus \n \n Why Consider This Opportunity \n This role offers broad exposure across financial reporting and controllership within a sophisticated financial services organization. \n You will work closely with senior finance leadership and partner across Accounting, Treasury, Tax, Product Control, Regulatory Reporting, and other teams while gaining exposure to complex transactions, entity structures, consolidations, and external reporting. \n This is a strong opportunity for someone looking to move beyond a narrow accounting role and take on broader ownership within a large financial institution. \n \n Location: Midtown Manhattan – Hybrid 4 days in office

ABOUT US: \n Abbotsford Road roasts specialty coffee in Red Hook and sells it wholesale to cafés, restaurants and grocers, alongside ancillaries and espresso equipment. \n This is the first accountant we have brought in-house, and it comes at a positive turning point in our business. The groundwork is done: systems are integrated and reconciled, the inventory costing chain is built, and the processes are largely documented. The role runs with full-cycle accounting, AP and AR, a real month-end close, year-end and tax, and the inventory costing that sits underneath every margin in the business, with hands-on support from the Founders and the CFO. \n What makes this different from most senior accountant seats is that inventory piece. We buy green coffee on forward contracts, roast, blend and pack our own product, so cost of sales is built from contract pricing, landed freight and duty, roast yield and bills of materials in Unleashed long before it reaches the Xero GL. The role covers that chain end to end rather than picking it up as a finished journal. \n In practice that means standard costs tested against actual roast yields, landed cost on imported green coffee, and gross margin by blend and pack size — real cost accounting, on a scale where one person can still see the whole of it. \n This is not a processing seat. With the systems in place, the work moves into management reporting, budgeting and forecasting, and profitability by product stream — done alongside the Founders and the CFO rather than handed over finished. \n Reports to: CFO · Location: Red Hook, Brooklyn, on-site · Type: Full-time, exempt \n \n WHAT YOU WILL DO: \n\n • Own day-to-day accounting in Xero: transaction coding, journal entries and a clean chart of accounts.\n, • Run accounts payable end to end — vendor bills, approval routing, ACH and check runs, vendor statements and AP aging.\n, • Run accounts receivable — invoicing accuracy, collections, credit limits and AR aging.\n, • Keep bank, credit/debit card and payment processor accounts reconciled and current.\n, • Manage day-to-day banking and cash: payment runs, transfers, foreign currency settlements on green coffee, merchant accounts, and reporting to the bank where facilities require it.\n, • Build the annual budget with the Founder and CFO, load it, and reforecast against it through the year.\n, • Maintain and strengthen internal financial controls and risk management processes.\n\n \n Inventory and product costing \n\n • Assist with product costing from the green coffee contract through roasting and packing to the finished bag.\n, • Make sure freight, duty and broker charges land on the right products before a purchase order is closed.\n, • Maintain bills of materials and roast yield assumptions, and test them against what the roastery actually produces.\n, • Reconcile inventory monthly and trace differences back to the transaction that caused them.\n, • Review inventory adjustments, write-offs and samples.\n, • Keep product and customer data clean, so pricing and margin reporting hold up.\n\n \n Systems and data \n\n • Own the integrations between Unleashed, Xero, Stripe and ADP, and the GL mapping that sits behind them.\n, • Keep Unleashed and Xero in step, so stock, cost and revenue say the same thing in both.\n, • Maintain master data — products, customers, price tiers and account codes — to a standard that holds up in reporting.\n, • Investigate sync failures and posting errors at source rather than correcting them in the ledger.\n, • Document the finance processes that run across both systems, and keep that documentation current.\n, • Find the manual steps worth automating, and help evaluate future systems as the business outgrows the current stack.\n\n \n Payroll \n\n • Process semi-monthly payroll in ADP, from hours and timesheet review through to funding the run.\n, • Post the payroll journals and keep the payroll clearing accounts reconciled.\n, • Maintain PTO, bonus and commission accruals.\n, • Administer benefit and 401(k) remittances and tie them back to provider statements.\n, • Set up new hires, changes and terminations, and keep employee records current.\n, • File payroll taxes alongside ADP and support workers' compensation audits.\n\n \n Month-end close \n\n • Close the month to a published calendar and hand over a pack the business can act on.\n, • Prepare accruals, prepaid amortization, depreciation and reserves, with workpapers behind each.\n, • Reconcile every balance sheet account back to source, inventory included.\n, • Produce the reporting pack: P&L against prior period and budget, balance sheet, cash, AR and AP aging, and gross margin by product line.\n, • Write the variance commentary — what moved, why, and what it means.\n, • Maintain a rolling 13-week cash flow forecast.\n\n \n Planning and analysis \n\n • Support pricing decisions, pricing reviews and margin improvement initiatives.\n, • Contribute to strategic planning, capital investment analysis and scenario modelling.\n\n \n Year-end and tax \n\n • Run the fiscal year-end close and workpaper file, and prepare the financial statements.\n, • Manage the physical inventory counts with the warehouse team, through to final valuation.\n, • Maintain the fixed asset register: additions, disposals and depreciation schedules.\n, • Own the compliance calendar — New York State sales tax and resale certificates, federal and state corporate returns and estimated payments, and 1099 reporting.\n, • Ensure compliance with US GAAP, tax and other statutory reporting requirements.\n\n \n WHAT WERE LOOKING FOR \n\n • CPA, CPA candidate, or equivalent experience running full-cycle accounting through fiscal year-end. International equivalents (CA, ACCA, CIMA) considered.\n, • Five or more years hands-on, at least two owning a month-end close rather than contributing to one.\n, • Fluent in Xero, or fluent in QuickBooks with demonstrated ability to work across platforms. Chart of accounts design, multi-currency, bank rules, integration troubleshooting.\n, • Inventory and cost accounting in a manufacturing, CPG, food and beverage or distribution business. BOMs, WIP, standard costing, landed cost, physical counts.\n, • US tax compliance: federal and state corporate filings, New York State sales tax, 1099s.\n, • Advanced Excel, and the instinct to find root cause rather than post an adjustment. The best fixes here are process fixes.\n, • Comfortable in a small company: reconciling an account at nine, explaining a margin to the founder at eleven, and telling operations a process has to change at three.\n\n NICE TO HAVE \n\n • Unleashed, or another inventory or ERP platform (Cin7, DEAR, Fishbowl, NetSuite, Odoo, Sage Intacct).\n, • Coffee, specialty food, or perishable CPG.\n, • New York State and New York City tax experience; import duty and tariff classification.\n, • Commodity or forward contract accounting. We hold forward positions on green coffee.\n\n SQL or Python, or comparable ability to pull and join data directly rather than wait for a report. \n \n Compensation: $95,000.00 - $100,000.00 per year \n