Accounting finance jobs in Union City, New JerseyCreate job alerts

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you’ll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise’s leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: • Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed., • Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities., • Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts., • Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics – which are used to assess risk, return on investment, and spend versus budget., • Monitor financial performance drivers, risks, metrics and timely communicating trends and observations., • Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action., • Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders., • Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS., • Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan., • Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results., • Key contributor to the modernization of the strategic finance organization – leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team’s around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. • The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company’s expense allocation methodology incorporates material assumptions., • A large part of this Expense Allocation team’s responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor • Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization), • Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) – linkage to forecast (spend and benefits), • Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications • 15+ years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus), • Ability to influence and lead others toward shared goals and objectives, • Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus), • Exceptional relationship building and influencing skills, • Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms, • Demonstrated experience with creative problem-solving and process improvement, • Ability to work well under pressure and manage multiple deliverables, • Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed, • Bachelor’s degree in Business/Finance/Accounting or related discipline Leadership Responsibilities • Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings, • Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content, • Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses, • Create an environment that fosters a culture of innovation, empowerment and collaboration., • Actively champion the Corporate Finance’s work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications • Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills, • Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives, • Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting, • Master’s degree in Business/Finance/Accounting or related discipline, • High degree of financial acumen, • Strong analytical skills; ability to analyze financial data sets and understand the “so what”, • Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables, • Proactive and self-motivated; anticipate upcoming business partner projects and deliverables, • Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving, • Experience driving transformation efforts, • Ability to work through large data sets to understand key trends, • Innate desire to provide excellent service to clients, • MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact • Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving., • Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs., • Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders., • Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results., • Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability., • Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes., • Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate., • Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters., • Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions., • Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design., • Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities., • Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications • Bachelor’s Degree, • 8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets, • 1+ years of experience leading teams in a deliverable-oriented environment., • 4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications • Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes., • CPA or progress toward CPA preferred., • Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures., • Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner., • Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment., • Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors., • Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders., • Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment., • Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment., • Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation., • Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 10+ years of tax experience with demonstrated career progression, • Big 4 tax advisory background with exposure to complex technical projects, • Insurance or asset management industry experience; familiarity with life insurance company taxation, • Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate), • Strong understanding of corporate tax provision (ASC740) and tax compliance processes, • Hands-on experience with tax technology platforms, ERP systems, or system implementation projects, • Prior involvement in large-scale transformation initiatives or process improvement programs, • Experience managing, mentoring, or leading tax professionals (formal or informal), • Strong analytical skills with ability to identify data issues and develop solutions, • Demonstrated ability to manage multiple priorities and deliver results under tight deadlines, • Project management experience or certification, • Track record of building effective stakeholder relationships across matrixed organizations, • Experience with deferred tax accounting and reconciliations, • Experience interfacing with external auditors and managing audit processes, • History of taking ownership and driving initiatives without extensive oversight, • Strategic mindset combined with willingness to roll up sleeves and execute tactically, • Strong communication skills with ability to explain complex tax concepts to non-tax audiences, • Review your work and that of others for quality, accuracy and relevance What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Senior Vice President, Business Data Architect We are seeking a Senior Vice President, Business Data Architect to turn our Reference Data strategy into practical business architecture, operating models and engineering-ready requirements. The initial focus will be the relationships among Client, Party, Legal Entity, Contract, Product, Service, Enterprise Account, domain accounts and investment structures. This role is based in New York, NY. In this role, you’ll make an impact by: Business Architecture and Reference Data Design • Define conceptual and logical models for Party, Client, Legal Entity, Account, Contract, Product, Service, Instrument and related hierarchies., • Model complex legal, commercial, servicing and operational relationships across Asset Servicing., • Define enterprise identifier, cross-reference, entity-resolution, hierarchy and effective-dating patterns., • Translate business outcomes and representative scenarios into testable rules and requirements., • Define authoritative-source, registry and Reference Data distribution patterns. Operating Model and Adoption • Define how Reference Data is requested, created, matched, approved, enriched, changed, linked and retired., • Establish ownership and decision rights across Product, Operations, Data, UCM, CRM and servicing platforms., • Design match, resolve or create rules, including stewardship, controls, exceptions and escalation., • Develop reusable transition and adoption patterns for additional business domains. Data Analysis and Engineering Partnership • Use SQL and data profiling to validate relationships, hierarchies, business rules and data-quality assumptions., • Analyze duplicate, incomplete and conflicting identifiers and trace representative records across systems., • Develop lightweight prototypes to test architecture hypotheses and accelerate decisions., • Translate the architecture into functional requirements, mappings, acceptance criteria and controls., • Partner with Engineering on options, dependencies, sequencing and implementation trade-offs. To be successful in this role, we’re seeking the following: • Significant experience in Reference Data, Master Data, Business Data Architecture or Information Architecture., • Demonstrated experience designing complex party, client, account or relationship models., • Experience defining authoritative-source and lifecycle-management models, global identifiers, entity resolution, golden-record or registry patterns., • Experience translating business scenarios into engineering-ready requirements., • Experience partnering directly with Product, Operations, Architecture and Engineering., • Strong conceptual, logical, hierarchy, relationship and effective-dated modeling skills., • Experience designing Reference Data lifecycle, stewardship, data-quality and control processes., • Strong SQL and hands-on data-profiling capabilities., • Ability to connect business outcomes, operating processes, data models and engineering requirements., • Ability to lead focused design sessions, influence without authority and move stakeholders toward decisions., • Pragmatic judgment and the ability to distinguish working hypotheses from approved decisions., • Bachelor’s degree in computer science or a related discipline, or equivalent work experience required, • 10-12 years of related experience in data management services required; experience in Asset Servicing, Fund Accounting, Custody, Middle Office, Transfer Agency, Wealth Management or Capital Markets At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate’s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry’s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. Location: The New Yorker Hotel continues to thrive, attracting visitors from all over the world, including those right here in NYC. With the Jacob Javits Covention Center and Hudson Yards just minutes away, and the revitalized West Side of Manhattan becoming increasingly desirable, we’re confident that our hotel will enjoy continued success well into the future. And we invite you to experience it with us! Overview: The Area Director of Finance is responsible for providing consistent leadership in the financial area of the hotels assigned to them by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels ‘s Standard Operating Procedures; and safeguarding owners/investors assets. Responsibilities: • Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds., • Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel’s cash flow and operating forecast., • Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management., • Ensure hotels’ compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items., • Analyze financial data and operations in order to assist and advise management in maintaining the hotels’ financial objectives., • Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations, • Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations., • Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records., • Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis., • Hire, train, supervise and develop staff, including coaching, counseling and discipline., • Maintain compliance with Highgate Hotels’ standards and regulations to ensure safe and efficient operation of the hotel., • Directs or prepares all financial reports in accordance with Highgate Hotels’ requirements, meeting various due dates and deadlines, i.e:, • Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates, • Monthly: Financial Statements, Forecasting Key Statistics Report, Cash Flow, • Annual: Budgets, 5-Year Plans, 5-Year Capital Plans, • Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times., • Monitor hotels’ compliance in meeting required report deadlines and due dates and react accordingly., • Monitor the accurate production of the hotel daily operating report., • Executes other special projects and responsibilities as assigned. Qualifications: • At least 5 or more years of Hospitality Finance/Accounting experience., • Prior Controller or Director of Finance experience, preferably at a premium-branded Hotel., • Experience overseeing mutiple hotels at one time., • Excellent verbal and written communication skills., • Bachelor’s degree required preferably in Finance or Accounting., • Must supervise 2 or more employees, • Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. _ Location: M Social Hotel Overview: The Controller is responsible for providing consistent leadership in the financial area of the hotel by supplying management with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: · Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. · Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels’s established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. · Monitor the capital planning process by assisting management with the calculation of return on capital improvements, gathering support and monitoring the bid process, and ensuring proper upkeep of the property by evaluating scope of work and specifications. · Ensure hotels’ compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. · Analyze financial data and operations in order to assist and advise management in maintaining the hotels’ financial objectives. · Ensure that all balance sheet accounts, including bank reconciliation’s are reconciled on a timely basis. · Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. · Embrace a continuous growth environment by actively assisting in recruiting, reviewing, recommending and maintaining an inventory of Directors of Financial Services, Assistant Directors of Financial Services, Assistant Directors of Financial Services Trainees, Accounting Managers, Controllers, Assistant Controllers and other managers for the organization. · Continually focus on training and development programs for the Accounting associates to cultivate the “brightest” and “best” talent within the industry. · Ensure implementation and completion of all Accounting Key Competencies, both management and hourly. · Hire, train, supervise and develop staff, including coaching, counseling and discipline. · Maintain compliance with Highgate Hotels’ standards and regulations to ensure safe and efficient operation of the hotel. · Ensure the proper utilization, maintenance and periodic upgrades of all equipment. · Directs or prepares all financial reports in accordance with Highgate Hotels’s requirements meeting various due dates and deadlines, i.e., Weekly: A/R & A/P Aging Flash Reports Payroll Reports Revenue Updates Monthly: Financial Statements Forecasting Key Statistics Report Cash Flow Annual: Budgets 5-Year Plans 5-Year Capital Plans · Conduct and/or attend and contribute to periodic meetings to maintain favorable working relationships among employees and promote maximum morale, productivity, and efficiency. · Monitor hotels’ compliance in meeting required report deadlines and due dates and react accordingly. · Monitor the accurate production of the hotel daily operating report. Qualifications: Education & Experience: · A minimum of 6 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/ Finance concentration and a minimum of 2 years of related progressive experience; or a 2-year college degree and a minimum of 4 years of related progressive experience. · Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Physical requirements: · Long hours sometimes required. · Sedentary work, exerting up to 25 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. General Requirements · Maintain a warm and friendly demeanor at all times. · Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. · Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. · Must be able to multitask and prioritize departmental functions to meet deadlines. · Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. · Attend all hotel required meetings and trainings. · Participate in M.O.D. coverage as required. · Maintain regular attendance in compliance with Highgate Hotels Standards, as required by scheduling, which will vary according to the needs of the hotel. · Maintain high standards of personal appearance and grooming, which include wearing nametags. · Comply with Highgate Hotels Standards and regulations to encourage safe and efficient hotel operations. · Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. · Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. · Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. · Must be able to maintain confidentiality of information. · Perform other duties as requested by management.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. _ Location: Midtown convenience. Classic hospitality. Complete comfort. A celebrated past. It all comes together at the Park Central New York Hotel – located squarely amidst New York’s most popular sights and hotels in Midtown Manhattan. Our mix of exciting amenities pay homage to our glamorous past, while presenting a modern spin on the hotel’s electrifying environment. Guests will delight in escaping the hectic city life to bask in the stylish Park Central New York. Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: • Assist Director of Finance in timely preparation of monthly financial statements for the property, • Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year., • Monitoring and control of hotel operations, cash flow and operating forecasts for the property, • Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times, • Preparation of monthly bank reconciliations and general ledger account reconciliations for the property, • Supervision of accounting department staff, • Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations, • Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds., • Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel’s established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management., • Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels’ financial objectives., • With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline., • Preparation of any special reports, statements, etc., as requested., • Other special projects and responsibilities as assigned. Qualifications:, • Bachelors Degree, preferably in Accounting., • Strong PC skills including Excel, Word and financial accounting systems., • Strong organizational, analytical, verbal and written communication skills., • Long hours and sometimes required., • Hospitality related financial management and accounting experience desirable.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. _ Location: M Social Hotel Overview: The Controller is responsible for providing consistent leadership in the financial area of the hotel by supplying management with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: · Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. · Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels’s established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management. · Monitor the capital planning process by assisting management with the calculation of return on capital improvements, gathering support and monitoring the bid process, and ensuring proper upkeep of the property by evaluating scope of work and specifications. · Ensure hotels’ compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. · Analyze financial data and operations in order to assist and advise management in maintaining the hotels’ financial objectives. · Ensure that all balance sheet accounts, including bank reconciliation’s are reconciled on a timely basis. · Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. · Embrace a continuous growth environment by actively assisting in recruiting, reviewing, recommending and maintaining an inventory of Directors of Financial Services, Assistant Directors of Financial Services, Assistant Directors of Financial Services Trainees, Accounting Managers, Controllers, Assistant Controllers and other managers for the organization. · Continually focus on training and development programs for the Accounting associates to cultivate the “brightest” and “best” talent within the industry. · Ensure implementation and completion of all Accounting Key Competencies, both management and hourly. · Hire, train, supervise and develop staff, including coaching, counseling and discipline. · Maintain compliance with Highgate Hotels’ standards and regulations to ensure safe and efficient operation of the hotel. · Ensure the proper utilization, maintenance and periodic upgrades of all equipment. · Directs or prepares all financial reports in accordance with Highgate Hotels’s requirements meeting various due dates and deadlines, i.e., Weekly: A/R & A/P Aging Flash Reports Payroll Reports Revenue Updates Monthly: Financial Statements Forecasting Key Statistics Report Cash Flow Annual: Budgets 5-Year Plans 5-Year Capital Plans · Conduct and/or attend and contribute to periodic meetings to maintain favorable working relationships among employees and promote maximum morale, productivity, and efficiency. · Monitor hotels’ compliance in meeting required report deadlines and due dates and react accordingly. · Monitor the accurate production of the hotel daily operating report. Qualifications: Education & Experience: · A minimum of 6 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/ Finance concentration and a minimum of 2 years of related progressive experience; or a 2-year college degree and a minimum of 4 years of related progressive experience. · Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Physical requirements: · Long hours sometimes required. · Sedentary work, exerting up to 25 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. General Requirements · Maintain a warm and friendly demeanor at all times. · Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. · Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. · Must be able to multitask and prioritize departmental functions to meet deadlines. · Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. · Attend all hotel required meetings and trainings. · Participate in M.O.D. coverage as required. · Maintain regular attendance in compliance with Highgate Hotels Standards, as required by scheduling, which will vary according to the needs of the hotel. · Maintain high standards of personal appearance and grooming, which include wearing nametags. · Comply with Highgate Hotels Standards and regulations to encourage safe and efficient hotel operations. · Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. · Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. · Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. · Must be able to maintain confidentiality of information. · Perform other duties as requested by management.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. _ Overview: The Assistant Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by supplying the accounting staff with guidance and training. He/she is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels on internal control, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets. Responsibilities: • Assist Director of Finance in timely preparation of monthly financial statements for the property, • Prepare, monitor, and accurately record hotel revenues daily by preparation of the Income Journal. Identify all variances to budget and last year., • Monitoring and control of hotel operations, cash flow and operating forecasts for the property, • Under guidance of Director of Finance maintain timely interaction with Department Heads to assure that property operations are on track and under control at all times, • Preparation of monthly bank reconciliations and general ledger account reconciliations for the property, • Supervision of accounting department staff, • Compliance with Highgate Accounting Policies and Procedures and internal controls for our finance and accounting operations, • Effectively manage and communicate related issues related to management of receivables, payables, daily cash balances, and timely deposits of all funds., • Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotel’s established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management., • Analyze financial data and operations in order to assist Director of Finance and advise Department Heads in maintaining the hotels’ financial objectives., • With supervision of Director of Finance hire, train, supervise and develop staff, including coaching, counseling and discipline., • Preparation of any special reports, statements, etc., as requested., • Other special projects and responsibilities as assigned. Qualifications:, • Bachelors Degree, preferably in Accounting., • Strong PC skills including Excel, Word and financial accounting systems., • Strong organizational, analytical, verbal and written communication skills., • Long hours and sometimes required., • Hospitality related financial management and accounting experience desirable.

The SOX / ICFR Lead is responsible for owning workstreams within the SOX and ICFR programme and ensuring high-quality execution of risk assessments, walkthroughs, testing, documentation, issue management, and stakeholder coordination. The role acts as a key partner to control owners and auditors, supports programme delivery across assigned areas, and provides day-to-day guidance to junior team members while driving timely and accurate execution. We’re seeking a future team member for the role of Vice President to join our Sox and Controls team. This role is located in New York. In this role, you’ll make an impact in the following ways: • Own the end-to-end delivery of assigned SOX and ICFR workstreams, including planning, walkthroughs, testing, issue tracking, and reporting against agreed milestones., • Perform and coordinate risk assessments to identify significant processes, key controls, and changes in systems, products, or business activities that may impact financial reporting risk., • Lead the refresh of narratives, risk and control matrices, flowcharts, and control inventories, ensuring documentation remains current, complete, and audit ready., • Evaluate the design and operating effectiveness of key SOX manual controls, including review of evidence, exception analysis, and documentation of conclusions., • Coordinate with control owners and business partners to schedule walkthroughs, obtain evidence, resolve questions, and support timely completion of testing activities., • Identify control gaps or weaknesses, assess potential impact, and support remediation planning and validation of corrective actions., • Serve as a primary liaison for internal and external auditors for assigned reviews, ensuring clear communication and high-quality support through the audit lifecycle., • Prepare concise updates on progress, issues, risks, and remediation status for management and support escalation where required., • Coach and support Senior Associates and other junior team members on testing methodology, documentation standards, and stakeholder engagement. Core Accountabilities • High-quality and timely execution of assigned SOX and ICFR reviews and programme deliverables., • Accurate, complete, and well-supported testing workpapers and control documentation., • Timely identification, escalation, and follow-up of deficiencies and remediation actions., • Strong stakeholder coordination across business, Finance, Technology, and audit teams., • Effective support to programme leadership through clear reporting and issue management., • Day-to-day guidance and quality oversight for junior team members working on assigned reviews. To be successful in this role, we’re seeking the following: Bachelor’s degree in Accounting, Finance, Business, Risk Management, or a related field. Professional qualification such as CA, CPA, ACCA, ACA, CIA, CISA, or equivalent preferred. Experience in banking products, financial close, regulatory reporting, or enterprise controls frameworks such as COSO. Exposure to process improvement, automation opportunities, or control rationalisation initiatives. Leadership Expectations Owns delivery of assigned workstreams and follows through on commitments with discipline and urgency. Applies sound judgment in assessing control issues and escalating matters appropriately. Builds effective working relationships and acts as a trusted partner to control owners and auditors. Supports team development by sharing knowledge, reviewing work, and providing practical coaching. Looks for opportunities to improve efficiency, consistency, and quality in programme execution. Success Measures Assigned reviews and testing activities delivered on time and to quality expectations. Clear, audit-ready documentation and strong evidence standards across workpapers and control files. Prompt escalation and closure of issues, with effective remediation follow-through. Positive stakeholder and auditor feedback on coordination, professionalism, and quality of support. Visible contribution to team capability building and continuous improvement efforts. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialist to join our Recovery and Resolution Forecasting team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: Conduct quantitative and qualitative forecasts, including data gathering supporting analysis, related to the firm’s liquidity and capital risk Manage and enhance processes that quantify, review, and explain financial and risk insights across products and businesses, including developing and integrating AI-powered solutions Assist in ad hoc strategic risk assessments and analysis for senior management Develop analytics for senior stakeholders, driving actionable insights that power balance sheet and funding decision-making Interact with stakeholders across departments to facilitate timely liquidity and capital management and build a broad range of knowledge Partner with Treasury experts to align reporting with corporate strategy and initiatives Maintain process controls, documentation, and risk assessments to ensure accuracy and compliance To be successful in this role, we’re seeking the following: Bachelor’s degree in finance, Accounting, Economics, or a related field. Minimum of 3-4 years of work experience required. Experience in Corporate Treasury / Finance Management & Analysis / Planning & Analysis / CFO team in a financial services firm preferred Knowledge and understanding of balance sheet, income statement, liquidity, and/or capital management Strong organizational skills and proactive nature (expected to drive creative solutioning without significant guidance) Strong analytical skills with excellent oral and written communication Proficiency in Microsoft Office (Excel, PowerPoint, Word) Experience with, or willingness to learn, SQL At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of SVP Counterparty Credit Risk Manager –Alternative Asset Managers and Regulated Funds to join our Credit Risk team. This role is located in New York City, New York BNY is seeking a Senior Counterparty Credit Risk professional with experience covering Alternative Asset Managers (Hedge Funds, Private Equity, Private Credit and BDCs) as well as Regulated Funds (Pensions, Endowments, 40 Act Funds, and Investment Advisors). This role requires strong judgment in counterparty credit risk and familiarity with industry-specific risks associated with alternative asset managers. The successful candidate will lead complex credit analysis, recommend and monitor counterparty limits, assess market-sensitive exposures, and provide effective challenge to business partners while supporting disciplined growth. This is a hands-on role for someone who can evaluate sophisticated investment strategies, financing structures, leverage, liquidity in a fast-moving market environment. In this role, you’ll make an impact in the following ways: • Manage counterparty credit risk across a portfolio of traditional and alternative asset management clients. Responsible for 2LoD credit underwriting processes and ongoing portfolio management., • Assess and recommend counterparty risk appetite and limits, including fund financing lines and subscription/capital call facilities., • Review, approve, and monitor exposures arising from capital markets and lending products (e.g. repo, securities financing, foreign exchange, prime brokerage, subscription/capital call facilities, and fund financing arrangements)., • Participate and lead periodic portfolio reviews, including stress analysis and scenario-based assessment of market, liquidity, and concentration risks., • Identify emerging risks, deteriorating trends, and exceptions to risk appetite; escalate issues clearly and promptly., • Partner with front office, legal, documentation, and other risk stakeholders on transaction review, client onboarding, and legal negotiation., • Drive consistency in underwriting standards and monitoring processes. Recommend and lead initiatives that improve processes and increase the firm’s ability to accurately and quickly identify emerging risk issues., • Experience building and maintaining risk frameworks and processes, collaborating with business and corporate function partners, and supporting other staff to ensure accurate, timely implementation and consistent practices., • Provide guidance and review to junior team members, helping to maintain high standards of analysis, documentation, and judgment. To be successful in this role, we’re seeking the following: • Bachelor’s degree in finance, economics, accounting, or another relevant discipline is required., • MBA, CFA, or Series 7/63 preferred., • 7+ years of relevant experience e.g. in related counterparty credit risk roles or comparable buy-side roles. The ideal candidate has experience underwriting or managing credit exposure to hedge funds, alternative investment managers, regulated funds, or similar institutional counterparties., • Strong understanding of underlying mechanics and risks associated with various capital markets products and lending practices., • Makes clear, well-founded decisions under pressure, and in line with the firm’s risk appetite., • Excellent written and verbal communication skills and the ability to engage constructively with senior stakeholders across business and risk functions., • Experience with legal and credit documentation such as ISDA, CSA, GMRA, prime brokerage agreements, and lending covenants., • Familiarity with stress testing, exposure measurement, and market risk concepts relevant to counterparty credit risk., • Strong data analytics and AI prompting skills; Excel, Tableau and PowerPoint skills preferred. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

In this role, you will make an impact in the following ways: • Leads or performs audits related to Finance reporting activities and works as a team member on audit assignments., • Leads risk-focused planning, fieldwork and reporting, in accordance with Internal Audit policies, methodologies, and standards in order to identify meaningful issues, risks and other exposures., • Responsible for ensuring testing (or other tasks as applicable) is adequate and accurate to allow an evaluation of adherence to company policies and procedures, audit methodologies, and all applicable regulations., • Demonstrates skills and understanding of businesses and processes through flowcharting, work papers, analysis, issue identification and discussions with management and auditees., • Identifies inconsistencies within the control environment, regulatory requirements and best practices and able to clearly explain the audit process to clients, as well as any findings or results., • Applies advanced analytical problem-solving skills and leads others in solving complex issues and identifying innovative solutions. To be successful in this role, we’re seeking the following: • Bachelor's degree or equivalent combination of education and work experience required., • Degree in Accounting, Finance, or relevant critical thinking specialty such as MIS, DIS, Computer Science, Mathematics preferred., • Relevant Professional Certification (CPA, ACA) preferred., • 5-7 years of total work experience preferred., • Prior experience in Audit or the relevant specialty area preferred., • Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

In this role, you will make an impact in the following ways: • Leads or performs audits of Corporate Treasury (ex. Liquidity Mgmt., Reporting, Stress Testing, Funding, IRRBB, etc.), Chief Investment Office (Bank Investment Portfolio), and Risk (Liquidity & Market) activities and works as a team member on audit assignments., • Leads or executes risk-focused planning, fieldwork, and reporting, in accordance with Internal Audit policies, methodologies, and standards in order to identify meaningful issues, risks and other exposures., • Responsible for ensuring testing (or other tasks as applicable) is adequate and accurate to allow an evaluation of adherence to company policies and procedures, audit methodologies, and all applicable regulations., • Demonstrates skills and understanding of businesses and processes through flowcharting, work papers, analysis, issue identification and discussions with management and auditees., • Identifies inconsistencies within the control environment, regulatory requirements and best practices and able to clearly explain the audit process to clients, as well as any findings or results., • Applies advanced analytical problem-solving skills and leads others in solving complex issues and identifying innovative solutions. To be successful in this role, we’re seeking the following: • Bachelor's degree or equivalent combination of education and work experience required., • Degree in Accounting, Finance, or Economics preferred., • 7-10 years of total work experience preferred., • Prior experience in Audit, Corporate Treasury, Investment Portfolio, Reporting, or Risk preferred., • Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President, Corporate Tax to join our team. This role is located in Jersey City, NJ. In-office requirement is four days. In this role, you’ll make an impact in the following ways: • Works with senior management roles to ensure that the appropriate corporate tax policies, methods, standards, processes, reporting and training are developed, applied and understood by impacted stakeholders., • Represents Corporate Tax in federal and state audit proceedings, works with tax, legal counsel and external accounting firms to gather facts and develop strategies to ensure compliance with SOX procedures., • Assembles, maintains and analyzes domestic and international tax information used in the preparation of various tax returns and quarterly estimated tax payments., • Performs complex research and analysis of the tax law, regulations and cases to provide senior management with recommendations and opinions by applying tax concepts. To be successful in this role, we’re seeking the following: • Bachelor's Degree or the equivalent combination of education and experience is required., • 10-12 years of total work experience is required., • Experience in tax compliance or accounting is preferred., • Extensive knowledge of corporate tax processes and in-depth knowledge of tax support requirements within a particular business/business partner area., • People Leadership requirement: Oversees, advises and guides less experienced Corporate Tax roles and may direct their work. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Vice President, Commercial Real Estate Review Appraiser to join our Real Estate Credit Risk team. This role is located in New York City or Pittsburgh, PA. Position Overview & Team Strategy The Commercial Real Estate Credit Risk team oversees credit risk strategy, valuation governance, and portfolio risk management for BNY’s nationwide commercial real estate (CRE) portfolio, spanning multifamily, affordable housing, office, retail, industrial, mixed-use, and other specialized asset classes. The team plays a critical role in supporting prudent credit decisioning, regulatory compliance, and effective portfolio monitoring oversight across a diverse and complex lending platform. Reporting to the head of Environmental & Construction Risk, the Senior Vice President, Commercial Real Estate Review Appraiser serves as the senior appraisal review subject matter expert for the Appraisal and Environmental Department (AED). This role is responsible for overseeing the appraisal review pipeline, reviewing complex third-party appraisals and valuations across the CRE portfolio, and helping ensure alignment with BNY’s risk appetite, internal policy standards, and applicable regulatory requirements. In addition to leading technical appraisal review activities, this individual will contribute to broader risk management and operational leadership priorities, including vendor panel oversight, invoice review and approval, market research & intelligence, internal education initiatives, appraisal policy ownership, quarterly control reporting, process improvement efforts, and support for strategic initiatives that strengthen portfolio management and monitoring practices. The role also serves as a key escalation point and partner to leadership, helping address workflow challenges, resolve issues, and drive continuous improvement across the appraisal function. In this role, you’ll make an impact in the following ways: Oversee and manage the CRE appraisal review pipeline, ensuring timely execution, appropriate prioritization, and effective coordination across active transactions and portfolio monitoring activities. Review and analyze complex third-party appraisal reports across BNY’s nationwide CRE portfolio, including multifamily, affordable housing, office, retail, industrial, mixed-use, and other property types, to assess reasonableness of assumptions, methodologies, conclusions, and market support. Ensure appraisal reviews are completed in accordance with Uniform Standards of Professional Appraisal Practice (USPAP), Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA) requirements, interagency appraisal and evaluation guidelines, and BNY internal appraisal and credit risk policies. Serve as a senior subject matter expert and escalation point for complex valuation matters, review challenges, exception handling, and conflict resolution, partnering closely with the AED and broader credit risk stakeholders. Provide oversight of the approved appraiser panel and vendor relationships, including identifying, onboarding, and evaluating new vendors, supporting service quality management, and helping ensure appropriate coverage across markets and asset types. Review and approve appraisal-related invoices and support effective operational administration of the appraisal ordering and review process. Conduct market research and valuation trend analysis to support appraisal review conclusions, portfolio insight generation, and broader CRE risk monitoring. Lead and own updates to appraisal-related policies, procedures, standards, and control frameworks, including recommending enhancements based on regulatory developments, industry practices, and observed process needs. Contribute and manage quarterly alternative control framework reporting and other governance, audit, or control-related deliverables tied to the appraisal review function. Partner with internal stakeholders, including credit risk, environmental risk, and business teams, to identify and implement process improvements, standard operating procedure enhancements, and strategic initiatives, including opportunities involving automation or AI-enabled solutions. Coordinate and contribute to internal educational sessions, presentations, and knowledge-sharing efforts to strengthen appraisal-related expertise and promote consistency in valuation governance. Support broader efforts to enhance CRE portfolio management and monitoring by improving the quality, efficiency, scalability, and transparency of appraisal review and related risk processes. To be successful in this role, we’re seeking the following: 10–15+ years of relevant experience in CRE appraisal and appraisal review, including significant experience reviewing complex commercial property valuations across multiple asset classes and markets. Prior experience within a bank, regulated lending institution, or similarly controlled financial environment is strongly preferred. Bachelor’s degree from an accredited college or university required; concentrations in Real Estate, Business, Finance, Accounting, or Economics preferred. New York State General Appraiser Certification License required or strongly preferred based on role location; Pennsylvania State General Appraiser Certification License a plus. Deep expertise in commercial appraisal methodology, valuation analysis, and review practices, including discounted cash flow, capitalization, sales comparison, highest and best use analysis, and market-based support for assumptions and conclusions. Strong knowledge of applicable regulatory and professional standards, including USPAP, FIRREA, interagency appraisal and evaluation guidelines, and appraisal-related policies and controls relevant to financial institutions. Demonstrated ability to oversee appraisal workflows and operate effectively in a high-volume, deadline-driven environment while maintaining strong quality standards, sound judgment, and attention to detail. Experience managing or supporting appraisal vendor relationships, panel oversight, engagement quality, and related operational processes such as order flow, service issue resolution, and invoice review/approval. Proven ability to assess and recommend enhancements to appraisal policies, procedures, governance practices, and control frameworks, with a mindset toward continuous improvement and operational scalability. Strong market knowledge across core commercial real estate asset classes, with experience in affordable housing/LIHTC properties strongly preferred. Exposure to Environmental Site Assessment reports, including Phase I ESA, Phase II ESA, and brownfield redevelopments is a plus. Experience reviewing appraisals for infrastructure and project finance-related assets, including renewable energy projects such as wind and solar, is a plus. Excellent written and verbal communication skills, with the ability to present technical valuation conclusions, policy matters, and market insights clearly and effectively to risk, business, and management stakeholders. Demonstrated leadership presence, sound judgment, and collaborative problem-solving skills, with the ability to serve as a trusted partner on complex issues, mentor or guide less experienced professionals, and support senior leadership on escalations and strategic initiatives. Strong proficiency with valuation and market tools such as Argus, Rockport VAL, and CoStar, as well as Microsoft Excel, Word, and PowerPoint, and appraisal ordering/workflow management systems. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Vice President, Auditor, Markets and Wealth Services At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Vice President, Auditor to join our Markets and Wealth Services Audit team. This role is located in Jersey City, New Jersey, Lake Mary, Florida or New York, New York. In this role, you’ll make an impact in the following ways: • Lead or participate in the delivery of complex and challenging global audit assignments, with a primary focus on the Global Payments and Trade/Treasury Services business., • Lead or participate in all phases of audit project execution including planning, fieldwork, and reporting in accordance with audit methodologies., • Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions., • Elevate potential audit issues to the Audit Manager and business management as soon as they are identified., • Identify and draft meaningful issues impacting the business under review and challenge management to develop appropriate remedial actions to address the issues identified., • Follow-up on remedial actions to ensure corrective actions have been appropriately implemented and where necessary, test the design, operating effectiveness, and sustainability of implemented actions., • Build strong relationships with key stakeholders in the business and risk management areas and with colleagues throughout the global Internal Audit team., • Engage in and document Continuous Monitoring activities to identify new or changing risk conditions for the covered businesses., • Apply advanced analytical problem-solving skills and assist others in solving complex issues and identifying innovative solutions., • Contribute technical or specialized skill sets or business knowledge not readily available elsewhere in the department to solve audit issues., • Identifies opportunities for the use of AI/automation and actively participate in advancing recommendations for software support requests., • Maintain up-to-date knowledge of the industry, best practice and regulatory requirements., • No direct reports. Demonstrate leadership through work guidance and training of less experienced peers and through advice to assigned clients., • Contribute to the overall achievement of team goals., • Carry out other ad-hoc tasks and projects as directed by audit management. To be successful in this role, we’re seeking the following: • Bachelor's degree or equivalent combination of education and work experience required., • Degree in Accounting, Finance, or relevant critical thinking specialty., • Certified Internal Auditor (CIA) or other Risk Management certifications preferred, • 7-10 years of experience working in financial services or banking, within Internal Audit or Risk and Compliance Management., • Good knowledge of Global Payments and Trade/Treasury Services products and operations - including Trade Finance, Cash Management, Global Payments, Client Services and Consumer Compliance (Regulation E), • Good knowledge of the financial services industry and its laws and regulations., • Strong communication and influencing skills, with confidence in communicating with both internal and external stakeholders, both written and verbal, with the ability to influence at a senior level., • A robust understanding of risk management and control processes., • Self-sufficiency and a proactive approach., • Excellent planning, coordination, organization, and presentation skills., • The ability to thrive in a fast-paced environment and adapt to change as a team player., • Strong knowledge and use of Excel and other Microsoft software – PowerPoint, Word, Visio and Power BI., • Additional, core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. At BNY, our culture speaks for itself, check out the latest BNY news at: _ _ Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 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 $160,000 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 salary (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 performance, and market factors.

Vice President, Auditor, Markets and Wealth Services At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Vice President, Auditor to join our Markets and Wealth Services Audit team. This role is located in Jersey City, New Jersey, Lake Mary, Florida or New York, New York. In this role, you’ll make an impact in the following ways: • Lead or participate in the delivery of complex and challenging global audit assignments, with a primary focus on the Clearing Broker Dealer., • Drive or participate in all phases of audit project execution including planning, fieldwork, and reporting in accordance with audit methodologies., • Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions., • Elevate potential audit issues to the Audit Manager and business management as soon as they are identified., • Identify and draft meaningful issues impacting the business under review and challenge management to develop appropriate remedial actions to address the issues identified., • Follow-up on remedial actions to ensure corrective actions have been appropriately implemented and where necessary, test the design, operating effectiveness, and sustainability of implemented actions., • Build strong relationships with key stakeholders in the business and risk management areas and with colleagues throughout the global Internal Audit team., • Engage in and document Continuous Monitoring activities to identify new or changing risk conditions for the covered businesses., • Apply advanced analytical problem-solving skills and assist others in solving complex issues and identifying innovative solutions., • Contribute technical or specialized skill sets or business knowledge not readily available elsewhere in the department to solve audit issues., • Identifies opportunities for the use of AI/automation and actively participate in advancing recommendations for software support requests., • Maintain up-to-date knowledge of the industry, best practice and regulatory requirements., • No direct reports. Demonstrate leadership through work guidance and training of less experienced peers and through advice to assigned clients., • Contribute to the overall achievement of team goals., • Carry out other ad-hoc tasks and projects as directed by audit management. To be successful in this role, candidates should demonstrate the following qualifications and capabilities: • Bachelor’s degree or an equivalent combination of education and relevant work experience., • Degree in Accounting, Finance, or another discipline requiring strong analytical and critical‑thinking skills., • Certified Internal Auditor (CIA) designation or other risk‑management certifications preferred., • 7–10 years of experience in financial services or banking, specifically within Internal Audit or Risk and Compliance Management. Technical Expertise in Clearing Broker‑Dealer Operations Candidates must have deep knowledge of clearing broker‑dealer functions and the full trade lifecycle, including: • Execution processes: Order routing, trade capture, and execution mechanics across various asset classes., • Clearing operations: Trade comparison, affirmation, matching, and novation; understanding how clearing brokers mitigate counterparty risk and ensure post‑trade data accuracy., • Settlement processes: End‑to‑end settlement cycles (e.g., T+1/T+2), including DVP/FOP, settlement instructions, fails management, and corporate‑action processing., • Custody services: Asset safeguarding, custody controls, segregation requirements, reconciliations, asset servicing, and books‑and‑records responsibilities. Regulatory Knowledge Strong working knowledge of the regulatory environment governing financial services, including: • U.S. securities laws and regulatory structure (e.g., Securities Exchange Act of 1934)., • FINRA rules applicable to broker‑dealers, including supervision, margin, customer protection, communications, and reporting., • SEC requirements such as customer asset protection (Rule 15c3‑3), net capital (Rule 15c3‑1), and recordkeeping/reporting obligations., • Regulations specific to clearing activities, including clearing agreements, fully disclosed vs. omnibus arrangements, and responsibilities under FINRA Rule 4311., • SIPC coverage and protections, including how clearing firms safeguard customer assets. Understanding of Financial Market Infrastructure Knowledge of the broader market ecosystem in which clearing brokers operate, including: • Clearing corporations and depositories (e.g., NSCC, DTC) and their interactions with clearing firms., • Trade‑reporting systems such as CAT and TRACE., • Operational‑risk domains, including cybersecurity, business continuity, resiliency, and data‑integrity expectations. Audit‑Relevant Technical Competencies • Ability to assess internal controls across clearing operations, custody activities, and trade‑lifecycle processes., • Understanding of technology and systems architecture commonly used by clearing firms, including trade‑processing platforms and reconciliation tools., • Familiarity with operational‑risk areas such as breaks, exceptions, margin calls, liquidity management, and collateral processes. Core Professional Skills • Strong written and verbal communication skills, with the ability to influence senior stakeholders., • Solid understanding of risk‑management and control frameworks., • Self‑sufficiency, initiative, and a proactive mindset., • Excellent planning, coordination, organizational, and presentation abilities., • Ability to thrive in a fast‑paced environment and adapt effectively as part of a team., • Proficiency in Excel and other Microsoft applications, including PowerPoint, Word, Visio, and Power BI., • Strong analytical skills, including the ability to interpret and apply analytics results in an audit context, along with critical‑thinking and problem‑solving capabilities, • End to End general banking/finance knowledge At BNY, our culture speaks for itself, check out the latest BNY news at: _ _ Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 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 $160,000 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 salary (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 performance, and market factors.

Job Description POSITION SUMMARY The Accounts Payable Specialist is responsible for the accurate and timely processing of the company's accounts payable functions. This role ensures invoices, employee expense reimbursements, and vendor payments are processed in accordance with company policies and accounting standards while maintaining strong vendor relationships and supporting the Finance team during month-end and year-end close activities. The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment KEY RESPONSIBILITIES • Process high volumes of vendor invoices accurately and in a timely manner., • Review invoices for proper approvals, coding, and supporting documentation., • Prepare and process weekly payment runs, including ACH, wire transfers, and checks., • Reconcile vendor statements and resolve invoice discrepancies., • Maintain vendor records, including W-9s and banking information., • Respond to vendor inquiries and resolve payment-related issues professionally., • Process employee expense reimbursements in accordance with company policy., • Assist with month-end close activities, including AP reconciliations and accruals., • Support annual audits by providing requested documentation., • Maintain organized and accurate financial records., • Identify opportunities to improve AP processes and internal controls., • Collaborate with cross-functional teams, including Purchasing, Operations, and Receiving, to ensure timely invoice resolution., • Perform additional accounting and administrative duties as assigned. QUALIFICATIONS • Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred., • 2–5 years of Accounts Payable experience., • Strong understanding of accounting principles and AP best practices., • Experience with ERP or accounting systems., • Proficiency in Microsoft Excel and Microsoft Office., • Excellent attention to detail and organizational skills., • Strong communication and problem-solving abilities., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment. PREFERRED QUALIFICATIONS • Experience working in the apparel, wholesale, manufacturing, or consumer goods industry., • Experience processing high-volume invoices., • Familiarity with three-way matching and purchase order environments. WHAT WE OFFER • Competitive salary, • Comprehensive health benefits, • Paid Time Off, • 401(k) plan, • Employee discounts, • Opportunities for professional growth and development If you are a motivated finance professional who enjoys working in a collaborative environment and values accuracy, we'd love to hear from you. Company DescriptionQ4 Designs designs, develops, sources, and delivers apparel for some of the world's most recognized lifestyle and consumer brands. We combine creativity, product expertise, and operational excellence to bring high-quality collections to market.Q4 Designs designs, develops, sources, and delivers apparel for some of the world's most recognized lifestyle and consumer brands. We combine creativity, product expertise, and operational excellence to bring high-quality collections to market.

Job Description Location: New York, NY Pay Rate: $25.00 - $30 per hour Employment Type: Full-Time About the Opportunity Cyperus Group is partnering with a well-respected nonprofit organization seeking an Accounting Associate, Accounts Payable to join its finance team. This role is ideal for an organized and detail-oriented professional who enjoys working in a collaborative environment and contributing to an organization with a meaningful mission. Responsibilities • Maintain accurate accounts payable records, files, and supporting documentation., • Assist with vendor and independent contractor setup, including W-9 management and classification., • Support the preparation of annual 1099 and 1096 filings., • Process accounts payable transactions, including voucher review, check preparation, and payment processing., • Verify compliance with financial policies and procedures., • Research and resolve vendor inquiries, discrepancies, and payment issues., • Prepare documentation for alternative payment methods, including cashier's checks and bank drafts., • Assist with reporting and other accounting-related projects as needed., • Perform additional duties as assigned. Qualifications • High School Diploma or equivalent required., • Minimum of 2 years of Accounts Payable experience., • Basic accounting knowledge and understanding of AP processes., • Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams., • Strong attention to detail and accuracy., • Excellent organizational, verbal, and written communication skills., • Ability to manage multiple priorities and meet deadlines. Why Join? • Opportunity to work for a mission-driven nonprofit organization., • Collaborative and supportive finance team., • Meaningful work that helps support important community-focused programs. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected status.

Job Description Join CSI Group – A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360™ approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Key Responsibilities Branch Leadership & People Development • Provide day-to-day leadership and operational oversight of designated branch locations, ensuring every team member is equipped to deliver the CSI360™ experience., • Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals rooted in the CSI360™ service model., • Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth., • Foster a high-performance, collaborative, and member-focused culture that reflects CSI's values and brings the CSI360™ promise to life at the branch level., • Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training aligned to CSI360™ delivery standards. Financial Advisory & Tax Services • Deliver holistic financial advice through the CSI360™ framework, guiding members across retirement planning, investment management, tax strategy, and estate planning in a fully integrated experience., • Lead branch-level tax preparation and planning services as a core pillar of the CSI360™ offering, ensuring accuracy, compliance, and proactive member strategies., • Maintain strong technical expertise in financial products, tax law, investment advisory regulations, estate planning, and compliance requirements, serving as the branch subject matter expert for CSI360™ delivery., • Serve as the escalation point for complex member needs, resolving challenges with the professionalism and care that defines the CSI360™ member experience. Member Experience & Relationship Management • Build and sustain long-term relationships with members, serving as their trusted CSI360™ advisor and guiding them through every stage of their financial journey., • Ensure every member interaction is consistent, personalized, and aligned with the CSI360™ promise of confidence, service, and integrity., • Monitor and act on member feedback, service scores, and engagement metrics to continuously strengthen CSI360™ delivery and overall member satisfaction., • Champion a member-first mindset across the branch, reinforcing that CSI360™ is not a transaction, it is a relationship. Cross-Functional Collaboration • Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with the CSI360™ strategy and companywide priorities., • Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance the consistency and quality of the CSI360™ experience., • Actively participate in firmwide programs, campaigns, and events that support member growth and reinforce the CSI360™ brand., • Collaborate with compliance teams to ensure all CSI360™ service delivery adheres to regulations, policies, and ethical standards. Business Growth & Community Engagement • Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs tied to CSI360™ outcomes., • Support new member acquisition through referrals, networking, and community engagement that introduces prospective members to the CSI360™ difference., • Identify and act on every opportunity to deepen member relationships by connecting them with the full CSI360™ suite of financial planning, tax, and estate planning solutions., • Represent CSI Group and the CSI360™ brand in community partnerships and professional organizations, building local awareness and trust. Qualifications & Skills • Bachelor's degree in Finance, Accounting, Business, or related field (preferred); Enrolled Agent (EA) License required., • Series 65 license required (or willingness to obtain; support provided)., • 3+ years of financial services experience, with a focus on advisory and/or tax preparation; experience delivering comprehensive, multi-discipline financial solutions preferred., • Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations., • Strong knowledge of financial products, tax regulations, estate planning, compliance standards, investment advisory requirements, and industry best practices., • Proven track record of delivering exceptional member service, with the ability to build trust and guide members through complex financial decisions., • Excellent communication, relationship-building, and coaching skills with the ability to inspire teams to deliver at the highest level., • Results-oriented mindset with the ability to balance strategic leadership and hands-on CSI360™ member service delivery., • Commitment to continuous learning, professional development, and industry certifications that strengthen CSI360™ expertise.

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

Job Description Transaction Advisory Services: Financial Due Diligence – Consultant CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Transaction Advisory Services (TAS) practice and seeking motivated professionals to support financial due diligence engagements for private equity firms, strategic buyers, and corporate clients. We are seeking a Consultant to support buy-side and sell-side financial due diligence engagements. Consultants work closely with Managers, Senior Managers, Directors, clients, and private equity investors to analyze target companies, identify key financial risks, and deliver actionable transaction insights throughout the deal lifecycle. What you might expect: • Support buy-side and sell-side financial due diligence engagements for private equity firms, corporate acquirers, and strategic investors., • Analyze target company financial information to assess quality of earnings, quality of assets, working capital, indebtedness, cash flow, and other key transaction metrics., • Identify historical and projected operating trends, accounting issues, and financial risks that may impact valuation or transaction structure., • Prepare financial analyses, due diligence workpapers, client-ready reports, and presentation materials., • Collaborate with CFGI engagement teams, client management, and third-party advisors throughout the transaction process., • Support multiple concurrent engagements while managing deadlines in a fast-paced transaction environment., • Participate in internal practice development initiatives and continuously develop transaction advisory skills. What you must have: • 3+ years of experience in transaction advisory, financial due diligence, audit, and/or assurance., • Experience supporting financial due diligence, audit engagements, or other transaction-related advisory services. What sets you apart: • Experience performing buy-side and sell-side financial due diligence, including quality of earnings, working capital, debt and debt-like items, cash flow, and other transaction analyses., • Experience applying U.S. GAAP through audit engagements, financial reporting, or transaction advisory projects., • Experience preparing client-ready financial analyses, diligence reports, and executive presentations., • Advanced Microsoft Excel skills, including financial modeling, PivotTables, Power Query, Power Pivot, VLOOKUP/XLOOKUP, and complex data analysis., • Experience with a Big 4, national accounting firm, or specialized transaction advisory practice serving private equity and strategic clients., • Experience managing multiple workstreams and collaborating with cross-functional engagement teams in a transaction environment. Nice to have: • CPA license or active progress toward CPA certification., • Bachelor’s degree in Accounting, Finance, or a related field., • Experience serving private equity, strategic buyers, or middle-market companies., • Exposure to mergers and acquisitions, carve-outs, or transaction execution processes. Who thrives here: • Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams., • Strong analytical and critical thinking abilities., • Highly organized with the ability to manage multiple priorities and tight transaction deadlines., • Entrepreneurial, self-motivated, adaptable, ethical, and dependable., • High energy with a commitment to exceptional client service. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description We are seeking an experienced Investor Relations and Capital Raising professional to help expand our institutional investor network and support fundraising initiatives. The ideal candidate will have experience working with private equity funds, family offices, institutional investors, investment banks, or alternative asset managers, and possess strong relationships within the investment community. Responsibilities • Develop and maintain relationships with LPs, family offices, institutional investors, RIAs, and strategic partners., • Source and cultivate new fundraising opportunities., • Present investment opportunities to prospective investors., • Coordinate investor meetings, roadshows, and networking events., • Prepare investor presentations, pitchbooks, and fundraising materials., • Manage investor communications and due diligence processes., • Support capital raising efforts and strategic partnerships., • Expand the firm's network and market presence. Qualifications • Experience in Private Equity, Venture Capital, Investment Banking, Asset Management, Investor Relations, or Capital Raising., • Existing investor network strongly preferred., • Strong communication and relationship-building skills., • Experience working with institutional investors, family offices, or high-net-worth individuals., • MBA, Finance, Economics, or related field preferred., • Bilingual English/Chinese is a plus\nCompany Description Ideal Auto Group is a rapidly growing automotive organization operating multiple dealerships and collision repair centers throughout the Northeast. Our headquarters provides accounting, finance, HR, and operational support across all locations. We are committed to excellence, teamwork, and developing long-term careers for talented professionals. As we continue to expand, we're looking for motivated individuals who want to grow with us and contribute to building an industry-leading organization. Ideal Auto Group is a rapidly growing automotive organization operating multiple dealerships and collision repair centers throughout the Northeast. Our headquarters provides accounting, finance, HR, and operational support across all locations. We are committed to excellence, teamwork, and developing long-term careers for talented professionals. As we continue to expand, we're looking for motivated individuals who want to grow with us and contribute to building an industry-leading organization.

Job DescriptionTitle: Investor Services SupervisorLOCATION: Dallas or NYC JOB DESCRIPTION: An Investor Services Supervisor will be required to execute the following tasks in the Investor Services Department. They shall be executed within the guidelines and procedures provided by Client X and under the supervision and guidance of a manager and Director. Every Investor Services Supervisor will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. Additional client-specific training is provided by the manager and Director within the team. RESPONSIBILITIES: Client X operates a client focused structure which provides a wide range of experience to all levels of employee. As such the successful candidate should be flexible and willing to adapt. • Ensure investor transaction instructions contain requisite information and advise Investor Services Administrator when follow-up is required. Liaise with investors to obtain fully executed transaction instructions., • Advise and assist Investor Services Administrator to ensure subscription proceeds are provided timely., • Review AML/KYC documentation provided by investors and follow-up where necessary. Escalate to Manager and MLRO where required., • Review Investor Transactions on HedgeInvestor® (HedgeServ proprietary Investor Services System)., • Ensure reconciliation of the subscription/redemption bank account daily and take appropriate action to clear any items. Escalate any aged items to manager., • Preparation of Redemption Payment Schedules., • Review of wire transfers to Prime Brokers, Investors and fees payments. Investor Reporting – review investor reports, including but not limited to Investor Statements and Contract Notes for distribution to investors., • Client Reporting – review client reports, including but not limited to, Capital Activity Report, ERISA Report, Authorized Share Capital Reports for distribution to clients., • General Investor Services – assist Investor Services Administrator in fielding general requests from investors including, but not limited to, requests for duplicate investors statements, enquiries on previous transaction activities, performance requests whilst at all times ensuring that all communication is with authorized person., • Review distribution of Fund Performance in line with client requirements prior to distribution to investors., • Handling complex calls from investors., • Identify areas for improvement in processes, personnel and structure and discuss with Investor Services Manager and Director., • Establish effective working relationships with the NAV, QA, Compliance Departments within Client X, • Preparation of Fund Audit requirements, • Review of Investor Audit requests prior to distribution to investor/auditors. Investor Services Supervisor should be capable of supervising up to 4 Investor Services Administrators. WORK EXPERIENCE: Minimum of 3 years’ experience working in a Hedge Fund Administration Firm with experience in all aspects of the role of an Investor Services Administrator. Alternative experience may be considered. EDUCATION: • Accounting, Finance, Legal or Business Degree. Min. 3.0 GPA

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Internal Tools Developer role at Arch is an engineering role whose responsibilities are tightly aligned with the efficiency and overall success of the Operations team. If you love building internal tools to help your colleagues work more efficiently, we want to hear from you. Your engineering/technical responsibilities will include: Development of new features for internal, employee used web platforms Automating the acquisition and extraction of financial data from many sources Reviewing automation outputs ensuring quality and correctness Building and maintaining internal tools for Arch's Operations team Overseeing execution and maintenance of a suite of scripts and other internal tooling used to support core business functions. Assisting with debugging, investigation, and troubleshooting errors. Reach out to us if you: Love organizing a bit of chaos Are proficient in JavaScript or another mainstream programming language Know SQL Are a quick learner who enjoys partnering with others and solving difficult problems Are interested in alternative investments and/or financial services Communicate well and professionally Bonus points if you: Have web development experience: HTML/CSS and React Enjoy writing code to process and understand data Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s Have taken finance or accounting courses A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $70K - $100K

Company Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description At Uncommon, our Office Managers (OMs) play a central role on our School Operations Teams in ensuring that students, families, and staff have the information and resources they need to succeed. In our schools, we have three Office Managers: Office Manager – Communications, Office Manager - Data & Systems, and Office Manager – Finance. All Office Managers coordinate day-to-day operations systems and routines that allow the school to run seamlessly. Responsibilities of the Office Manager – Communications include, but are not limited to, the execution of: • Serving as the primary contact for all of the school’s constituents in person, over the phone, and via email., • Enrollment of new students and re-enrollment of current students, • Daily student attendance and daily student operational systems, • Maintaining up-to-date student information and student files, • Planning and supporting logistics and set up for school events and activities as needed Responsibilities of the Office Manager – Data & Systems include, but are not limited to, the execution of: • Bill pay and accounting, • Procurement and supply management for all student, staff, and event supplies, • Maintaining accurate Student Information Systems for the school and local school system, • Serving as the secondary contact for all of the school’s constituents in person, over the phone, and via email., • Planning and supporting logistics and set up for school events and activities as needed Responsibilities of the Office Manager – Finance include, but are not limited to, the execution of the following for our largest K-8 campuses and High Schools: • Bill pay and accounting, • Procurement and supply management for all student, staff, and event supplies, • Planning and supporting logistics and set up for school events and activities as needed Qualifications • Ability to communicate effectively verbally and in writing while demonstrating strong interpersonal skills with teammates, teachers, students, families, and additional stakeholders., • Organized and able to maintain key systems such as attendance, vendor deliveries, student documentation and paperwork., • Ability to maintain a calm, professional demeanor in the face of competing demands and external pressures., • Strong time management skills; ability to manage multiple tasks at the same time and meet tight deadlines., • Achieves accuracy and thoroughness when completing a task, • 1 to 3 years of teaching or school administrative office experience, • Spanish-speaking skills strongly preferred to support effective communication with our students, families, and community members., • Bachelor’s degree required Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Our Approach to AI and Your Application At Uncommon Schools, we value thoughtful use of technology. Your responses should begin with your own thinking and reflect your authentic voice, experiences, and commitment to our mission. Generative AI can be used to refine or organize writing, but not to generate initial responses or replace your ideas. Every application is reviewed by a member of our Recruitment Team, and we are committed to understanding the person behind the application. Compensation Compensation for this role is between $21.90 to $28.67 per hour. Most candidates who meet job description requirements will receive an offer of $21.90 - $23.27 per hour. Starting pay is determined using various factors including but not limited to relevant professional development, education certifications, and tenure with Uncommon Schools. Benefits Generous paid time off inclusive of sick time, paid holidays, and ~10 weeks of paid breaks (Spring, Winter, and Summer). Extensive, best-in-class training and development Comprehensive health, dental, and vision insurance plans + pre-tax flexible spending (FSA), dependent care (DCFSA), and health saving accounts (HSA) Financial Planning 403(b) retirement savings program + employer match Paid leave of absence options (parental, medical, disability, etc.) Mental health and counseling support + wellness benefits *A detailed list of all SY 26-27 benefits is located _. At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email recruitment@uncommonschools.org.

Company Description Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities. Operating in Boston, Camden, New York City, Newark, and Rochester, we are committed to closing the college completion gap and preparing every student for college and beyond. Our students consistently exceed national benchmarks, reflecting our dedication to their success. We invest deeply in our educators, offering weekly coaching, feedback, and professional development to ensure excellence in teaching and leadership. Join us to work hard, do good, and make a lasting difference! Job Description The Financial Analyst for Real Estate and Debt Management plays a vital role in supporting our Home Office financial operations, focusing heavily on real estate analysis, modeling, and bond financing. In this role, you will help secure and manage the capital needed to maintain and expand our school facilities, ensuring our financial planning aligns with long-term goals while meeting compliance standards. Your work directly impacts our organizational stability by managing complex debt portfolios and executing strategic financial tracking. You will partner closely with internal teams, including Accounting, as well as external advisors and stakeholders to guide financing strategies and drive critical decisions. Responsibilities Debt Management & Compliance • Act as the primary owner for all real estate financing and debt management workstreams., • Maintain a comprehensive and organized database for all bond documents, resolutions, and certificates., • Manage and execute all ongoing debt compliance reporting requirements., • Design and implement scalable systems to accurately track and monitor debt covenants. Financial Modeling & Analysis • Build, design, and maintain long-term forecasting models for the debt portfolio and organizational cash flow., • Coordinate directly with the Accounting team to prepare and update amortization and debt payment schedules., • Support the annual budget development process by forecasting anticipated cash outflows related to real estate and debt. Real Estate Financing Execution • Support the execution of debt financings through detailed modeling, data gathering, and coordination with involved parties., • Prepare detailed analysis and essential documentation required for financing strategies, due diligence, and final execution., • Organize and manage all required due diligence materials to ensure successful and timely financing closings., • Conduct thorough market research and pricing analysis to evaluate future financing and refinancing opportunities. Stakeholder Support & Collaboration • Develop clear, insightful materials for the Finance Committee and board members regarding bond and real estate financing., • Collaborate with internal teams and external advisors to keep projects moving forward and successfully meet deadlines., • Support various ongoing real estate initiatives and partner with team members on ad hoc financial projects. Qualifications Required Qualifications • 1–2 years of relevant experience., • Bachelor's degree in Finance, Accounting, or Business., • Proficiency in Excel with the ability to build and update debt portfolio models, cash flow forecasts, and amortization schedules., • Solid understanding of core finance principles., • Experience gathering data and organizing complex documentation for financial transactions., • Strong analytical and problem-solving skills, with the ability to break down complex questions and propose practical recommendations., • Demonstrated ownership mindset with the ability to work independently and see tasks through end-to-end., • Clear written and verbal communication skills., • Collaborative team player who builds trust and works effectively across different functions., • Strong general technology fluency, including Microsoft 365, Excel, and modern collaboration tools. Preferred Qualifications • Familiarity with debt structures relevant to non-profit organizations, such as tax-exempt bonds, New Markets Tax Credits, or Community Development Financial Institutions., • Interest in learning and applying automation or AI-enabled tools to improve financial analysis. Physical Requirements • Minimal physical demands; ability to sit at a desk for prolonged periods. Additional Information Our people are what make us Uncommon. We offer competitive compensation and comprehensive benefits that support the personal health, wellness, and finances of our staff and their families. Our compensation philosophy values equity & fairness and attracting & retaining top talent. Compensation for this position The full compensation range for this role is $67,300 - $79,200. Typically, new hires who fully meet all qualifications listed in the job description will start at $71,300. Starting compensation below this reflects candidates with less experience or qualifications. Offers near the top end of the range are reserved for candidates who significantly exceed the qualifications, bringing extensive experience and specialized expertise beyond what is listed. Compensation determinations consider relevant professional experience and tenure with Uncommon Schools. Additionally, because we value internal growth and tenure, current staff members are not subject to salary caps within this range. Benefit Highlights: • 19 days of paid time off, • 3 weeks of paid Winter and Summer org-wide holidays, • Comprehensive Health, Dental, and Vision insurance plans, • 403(b) retirement savings program + employer match, • Paid leave of absence options (parental, medical, disability, etc.), • Mental health and counseling support + wellness benefits, • Pre-tax flexible spending, dependent care, and health saving accounts *A detailed list of all benefits is located _. At Uncommon, we believe that a supportive and welcoming environment helps our students, staff, and community thrive. We are dedicated to building a team that brings a wide range of perspectives and experiences, reflective of the communities we serve---with over 70% of our staff identifying as people of color. Our organization values respect and open dialogue on important topics that shape our school culture. As an equal opportunity employer, Uncommon provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We also ensure that individuals with disabilities receive all privileges and benefits associated with employment and are provided reasonable accommodations for the interview process and to perform core job functions. If you would like to request an accommodation, please email recruitment@uncommonschools.org.

LifeWorks Restaurant Group, an independently operated division of Aramark, designs custom solutions for clients looking to take amenities to the next level. Our team of forward-thinkers look at each opportunity as an experience not a requirement and deliver out-of-this world, truly sensory experiences, feeding company culture. From the beginning of each client relationship, the team at LifeWorks Restaurant Group establishes a transparency with its partners, from space design and delivery to marketing of the final, branded product. Learn more by visiting _ We are seeking a highly skilled and experienced Regional Finance Director within our LifeWorks portfolio. to guide and supervise the strategic financial direction of the business. The ideal candidate will be responsible for forecasting, reporting, cash management, and financial analysis, in partnership with operational leadership to guide the strategic financial direction of the business. This role also involves managing the regional finance staff to ensure accurate and timely financial information and strategic insights. COMPENSATION: The Salaried rate for this position is $150,000.00 to $175,000.00. If both numbers are the same, that is the amount that Aramark expects to offer. This is Aramark's good faith and reasonable estimate of the compensation for this position as of the time of posting. BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here _ There is no predetermined application window for this position, the position will close once a qualified candidate is selected. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all applicable laws, including, but not limited to all applicable Fair Chance Ordinances and Acts. For jobs in San Francisco, this includes the San Francisco Fair Chance Ordinance. ? Partner with the Regional Vice President and operational team to drive results in achieving the Region's financial and operational objectives ? Financial oversight of new business and retentional proposals from bid to contract execution ? Ownership of budget, projection, and financial closing processes for the Region portfolio ? Develops, delivers, and drives solutions to overcome business challenges to consistently achieve financial commitments ? Develop cash flows and scenario analyses that drive clarity in Executive decision-making for contract negotiations, renewals, and new business pursuits ? Conducts ongoing training sessions for regional staff and operations team regarding financial procedures and other relevant initiatives ? Position is responsible for ensuring data integrity, best practices and ongoing compliance with internal and external controls. Work situations vary and require development, analysis, interpretation and implementation of policies, practices and procedures. Position works closely with senior managers across all functions to strengthen internal controls, optimize company growth and profitability. At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change, or new ones may be assigned without formal notice ? Bachelor's degree in Finance, Accounting, or a related field required; MBA or CPA preferred. ? 10+ years of progressively responsible finance / accounting experience is required. ? Prior experience leading and developing a staff required. ? Proven experience in the hospitality industry is highly desirable. ? Strong analytical, problem-solving, and decision-making skills. ? Excellent communication and interpersonal skills. ? Proficiency in financial software and tools. ? Ability to work in a fast-paced, dynamic environment and manage multiple priorities ? This position will be REMOTE and require approx. 25% travel, including overnight travel. #LI-remote Our Mission Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law. About Aramark The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on , and .

Job DescriptionAbout the Association of National Advertisers (ANA) The ANA is the premier resource for marketers, driving industry growth and advancing best practices across the advertising ecosystem. ANA brings together the world’s leading brands to foster innovation, protect the interests of marketers, and elevate the marketing profession. Through advocacy, thought leadership, professional development, and collaboration, ANA supports marketing leaders as they navigate a rapidly evolving business environment. The Association serves a diverse membership base and operates at the intersection of marketing innovation, policy, and industry leadership. Location New York City Position Overview The Executive Vice President, Operations & Administration is a senior member of the executive leadership team responsible for strengthening the Association's operational effectiveness through financial leadership, governance, administration, and cross-functional execution. The EVP reports to the President & COO and serves as operational partner, ensuring priorities move from planning to execution while coordinating work across departments and driving accountability for results. The role combines executive leadership with hands-on responsibility for financial planning, governance, operational improvement, compliance, and enterprise initiatives. Success requires someone who is equally comfortable developing strategy, analyzing complex issues, and personally driving execution across the Association. The position is designed to integrate and strengthen existing functions and work collaboratively with current leadership to improve effectiveness rather than add organizational layers. Key Responsibilities Executive Leadership • Partner closely with the President & COO on organizational, operational, and administrative matters., • Serve as a trusted advisor on strategic, financial, and operational matters., • Lead cross-functional initiatives and special projects that advance the Association’s priorities., • Represent the President & COO in meetings, operational reviews, and other initiatives, as appropriate., • Prepare analyses and recommendations that support executive decision-making. Finance, Planning & Performance, • Develop financial models and scenario analyses to support decision making., • Monitor the Association’s performance and identify trends, risks, and opportunities., • Oversee membership revenue forecasting, dues modeling, and related financial analysis., • Ensure accurate accounting and reporting for membership billing, dues recognition, and related financial activities., • Partner with the Head of Accounting to maintain strong financial reporting, internal controls, audit readiness, and nonprofit accounting compliance., • Prepare materials and analyses for the Board of Directors and Finance & Operations Committee.Operations & Association Effectiveness, • Partner with departmental leaders to align operations with strategic and financial objectives., • Establish performance metrics, operational dashboards, and decision frameworks that improve the Association’s performance., • Identify opportunities to streamline processes, improve efficiency, and enhance cross-functional collaboration., • Support leadership teams in addressing operational challenges and enhancing the Association’s performance.Governance, Compliance & Risk, • Lead governance, compliance and risk management activities., • Partner with leadership and external advisors to ensure compliance with applicable laws and nonprofit requirements., • Recommend and implement enhancements to governance policies, internal controls, and risk management practices., • Manage the Association’s insurance program and relationships with brokers and carriers. Association (People) Administration, • Partner with HR leadership to ensure compliance with federal, state, and local employment laws., • Support workforce planning, compensation, and benefits strategies from an operational and financial perspective., • Evaluate the Association and employment-related risks and recommend process improvements that strengthen administrative effectiveness. Intellectual Property Management, • Manage the Association’s trademark portfolio and related intellectual property assets., • Coordinate with legal counsel on filings, renewals, and protection activities., • Ensure intellectual property practices support the Association’s business objectives and contractual obligations.Qualifications, • Bachelor’s degree in business administration, Finance or related field required, • MBA, CPA, or JD strongly preferred, • 15+ years of progressive leadership experience in finance, operations, or corporate administration, • Demonstrated success improving financial controls, operational processes, governance, and Association effectiveness., • Experience operating in trade associations, membership Associations, professional societies, or nonprofit environments, or advising such Associations is preferred, • Familiarity with dues-based revenue models and nonprofit accounting practices strongly preferred, • Strong understanding of employment law fundamentals and HR compliance, • Exceptional leadership, analytical, and communication skills, • Proven ability to balance executive leadership with a hands-on, roll-up-your-sleeves approach to execution.Salary and Total Rewards Package Starting pay range: $325,000 to $350,000 plus incentive compensation based on relevant experience and qualifications. Comprehensive health and wellness benefits including 401k with company match. To Apply If your qualifications, leadership experience, and career accomplishments align with the responsibilities of this executive opportunity, we invite you to submit your resume, a cover letter outlining your interest, and your compensation requirements to careers@ana.net. Please note that only candidates who include compensation requirements with their application will be considered. Powered by JazzHR 9ak755TOVL

Job Description Job Description / Qualifications Japanese International Asset management company seeks an Assistant Vice President, Fixed Income Analyst. Our primary focus is on AVP-level candidates, but candidates may be considered for the VP-level as well. Job Title: Assistant Vice President, Fixed Income Analyst Corporate Title: Associate Department: Fixed Income Reports To: Head of Fixed Income Overtime Eligible (Y/N): N (Exempt) Location: Manhattan, New York Work Arrangement: Current Hybrid Work Arrangements. All candidates must be flexible with any work schedules that may be necessary as dictated by business needs. Saraly: $140,000 to $160,000+ eligibility for a discretionary bonus based on qualitative and/or quantitative performance factors. *The expected annual base salary for this position ranges from $140,000 to $160,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Position Summary: Analyze and recommend investment-grade and high-yield corporate bonds to out-perform defined market benchmarks. Essential Duties/Function: Conduct fundamental credit analysis with emphasis on financial modeling to identify profitable corporate bonds for the portfolio. Create in-depth earnings reports including financial projections, credit valuation and recommendations based on expected performance. Present detailed and persuasive company reports to PMs reviewing potential investment ideas, consult with management on proposed investment ideas and strategies. Liaise with industry sources to capture and develop new investment ideas; pro-actively collect and interpret market information. Foster the development of global views across teams located in Tokyo, provide thorough and timely research to secondary audience abroad. Miscellaneous duties as assigned. Experience/Qualifications: Bachelor's degree in Finance, Accounting, Economics or equivalent concentration; MBA and/or CFA designation preferred. At least 3-5 years of experience in credit analysis, fixed income and fund investing with an understanding of the wider financial environment; both buy-side and sell-side corporation experience are welcome. Strong command of MS Office software and advanced Excel; proficiency with Bloomberg and related automated research tools. Company research, asset valuation and relative value analysis capabilities required. Outstanding analytical, financial modeling, written and verbal communication skills; ability to persuasively present recommendations of profitable investment ideas. Detail oriented, pro-active and able to excel in a highly collaborative global team. A flexible team player able to adapt to change. Depending on experience and qualifications, candidates may be considered for the Vice President level. In addition to a competitive base salary and discretionary bonus eligibility, we offer a generous benefits package which consists of the following: Medical, Dental, and Vision Insurance – Premiums for employees are covered at 100% and premiums for dependents are covered at 70% by the company 401k match and Money Purchase Plan (fully company-funded) Life Insurance and Disability Insurance Pre-tax Commuter Benefits Up to 6 weeks of Paid Parental Leave Tuition Reimbursement Current Hybrid Work Arrangements Paid Holidays in addition to vacation days, floating days and paid sick time

Job Description Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automate the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow. High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance. Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI. About the Role We're hiring a Payments Operations Lead in New York to build and own payment operations as Tabs brings payments in-house. This is a founding role on a new team, reporting to the VP of Finance. Tabs is moving billions of dollars of gross payment volume onto our own rails. You'll own how that money moves and how it's protected: reconciliation, disputes, reserves, fraud, and merchant risk. Our volume is ACH-first with a growing card share, and our merchants are few, large, and high-value, so the work rewards precision over throughput. You'll set the standard for how Tabs runs payments, not maintain one someone else already built. What You’ll Do Build the function Choose the systems, define the architecture, and hire the team that comes after you. You decide what we build versus buy. Own the risk register Map every way a chargeback, return, or merchant failure could cost Tabs money. Set detection triggers and remediation paths before each merchant goes live. Set reserve strategy Define reserve amounts by merchant tier, negative balance triggers, and offset and clawback mechanics. Own the thresholds and escalation paths. Run reconciliation Know where every dollar sits across balance accounts and settlement, daily. Build the cadence, the alerting thresholds, and the break-investigation process. Set fraud and compliance posture Own the AML policy, the merchant acceptance policy, and the risk relationship with our payment partners. Own disputes and chargebacks Build the merchant self-service system: evidence flow, deadlines, and escalation path. You own the outcome, not a queue. Scale onboarding and migration Make underwriting, merchant sign-up, and acquirer migration hold up as we go from dozens of merchants to hundreds. Who You Are Systems and Strategy Builder. You ask “what happens when a merchant goes bankrupt” before it happens, and architect for it ahead of time, rather than running the fire drill well. You think in terms of how systems scale and where the pressure points will be. Sound Under Real Stakes. You’ve made the call on a reserve, a reconciliation break, or a fraud exception where being wrong cost real money — and you can explain why you made it. Cross-Functional Range. You can read a payments addendum and a webhook payload in the same afternoon, and change Legal’s or Engineering’s mind when you’re right. Builder Mentality. You’re energized by early-stage environments where processes are still being written and your impact is visible. Metrics-Driven. You set thresholds, track KPIs (chargeback rates, reconciliation breaks, reserve adequacy, false positive rates), and make decisions based on data, not hunches. You know what good looks like and can measure it. High Ownership. You bring energy, accountability, and a bias toward action — especially when things are moving fast. Experience 5+ years in payments operations, risk, or fraud and dispute operations, including at least 2 years at a payment facilitator, processor, or platform — Stripe (Connect), Adyen for Platforms, Square/Block, Shopify Payments, or similar A track record of building the process, not just operating one someone else designed Fluency in how reserves, holdbacks, and offset rights actually operate against a merchant’s balance — the operating mechanics, not just the legal language Working knowledge of both ACH returns and card chargebacks, including return-handling and payer-notification workflows Experience standing up or scaling merchant-facing dispute self-service is a plus Experience supporting a live acquirer migration affecting real merchant volume is a plus Familiarity with B2B billing or invoicing platforms and how their risk profile differs from consumer or card-present books is a plus Exposure to treasury or banking-partner relationship management is a plus Additional Information This role is based in New York City, 5 days a week at our Soho office. Perks and Benefits (Full-time Employees) Competitive compensation and equity Unlimited PTO Up to 100% employer covered monthly healthcare premium (medical, dental, vision) Lunch provided via Sharebite, plus dinner for any later in office days. Parental leave up to 12 weeks Tax free commuter and parking benefits Voluntary insurances (Life, Hospital, Critical Illness, Accident) Employee Assistance Program (Rightway) Free One Medical Membership 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves. Compensation Range: $130K - $150K

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Marketing, Commercial Strategy, Talent Acquisition, Human Resources, Delivery Excellence, Accounting & Finance and Data Analytics, the DE team drives excellence, efficiency and automation across every practice line. The Vice President, Event Management role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Vice President, Event Management will lead the design and execution of high-impact firm events that strengthen our culture, deepen client relationships and elevate the Portage Point brand. This individual will serve as the strategic architect behind our most important internal and external experiences, from executive offsites and client experiences to firmwide celebrations and milestone gatherings. Reporting to the Head of Marketing and partnering closely with the Chief Operating Officer (COO) and Chief Revenue Officer (CRO) the Vice President, Event Management will shape and execute an event strategy that supports business development, brand growth and internal relationship building. The ideal candidate brings a strong mix of strategic vision and operational precision. This is a highly visible role that requires collaboration with senior executives, cross-functional teams and external partners to ensure every event is executed flawlessly. As the firm continues to grow, the scope and complexity of events will expand, providing significant opportunity for professional advancement and impact. Responsibilities • Develop and execute a comprehensive annual events calendar encompassing both internal and external firm events that aligns with business development, marketing and employee engagement objectives, • Partner with the Head of Marketing and CRO to design and deliver client events that strengthen relationships and elevate the Portage Point brand, • Lead end-to-end planning and execution for internal events such as the Annual Team Meeting, Managing Director Offsite, End-of-Year Team Meeting and Holiday Party, • Manage all aspects of event logistics, including venue selection / sourcing / management, vendor selection, contract negotiation, budgeting and onsite execution, • Ensure every internal and external event reflects Portage Point’s brand voice, values and visual standards, • Track and manage event budgets, ensuring cost efficiency and accurate forecasting, • Conduct post-event evaluations, analyzing performance metrics, feedback and return on investment (ROI) to identify improvements, • Collaborate with team members, as needed, for day-of execution and logistical coordination, ensuring seamless communication and continuity, • Create and maintain event standard operating procedures (SOPs), approval workflows and communication protocols, • Maintain awareness of industry best practices and trends in event strategy, hospitality and client engagement, • Support the Marketing team with other strategic initiatives as needed, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Chicago, Dallas, Los Angeles or New York, • Invested in a team-based culture, motivated to collaborate in office four days per week and willingness to travel, approximately 20% to 25%, to execute events in multiple markets, • Six plus years of experience and at least four years in investment banking, professional services or private equity, • Proven success developing event strategies that align with business development, client engagement, brand and internal engagement objectives, • Demonstrated ability to work with executive leadership and cross-functional teams to drive consensus, decision-making and flawless event execution, • Exceptional organizational skills with the ability to manage multiple complex projects, priorities and deadlines simultaneously, • Experience building and managing six-figure event budgets, negotiating vendor contracts and ensuring ROI-driven spend, • Understanding of client relationship dynamics and comfort hosting high-profile executives, • Strong aesthetic judgment and ability to translate brand identity into experiential design, • Familiarity with event management and marketing platforms (e.g. Cvent) and comfort using data and analytics to evaluate success, • Calm under pressure with a proactive, solutions-oriented mindset and willing to pivot quickly as priorities shift, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About the company Our client is a Series A enterprise AI company that turns complex business processes into reliable software. Its technology powers critical workflows for Fortune 500 companies with more than 98% quality across over 500,000 production runs. The company has raised $50 million from leading technology investors, is valued at approximately $500 million, and is scaling rapidly from an early-stage team. About the role We are hiring the first dedicated operations and compliance leader to build the compliance function from the ground up and accelerate enterprise go-to-market execution. The role combines compliance, security coordination, GTM enablement, finance operations, and general company-building. You will work onsite five days per week in San Francisco, which is preferred, or New York. What you will do • Own and build the compliance program across SOC 2, HIPAA, ISO 27001, PCI DSS, and related frameworks, • Accelerate enterprise deals by managing security reviews and vendor questionnaires, • Design and automate operational processes using AI and LLM tools, • Coordinate security, finance, go-to-market, and other cross-functional workstreams, • Reduce manual compliance work through better systems, documentation, and automation, • Define a meaningful portion of the role based on evolving company needs, • Build the operating rhythm for a new function in a fast-growing environment Requirements What we are looking for • Experience in product strategy, management consulting, or startup operations, with direct exposure to Payments, Accounting, or Insurance, • A top tier management consulting background, or startup and founder experience at Seed to Series C where you wore many hats across sales, implementation, and strategy, • A track record taking a new product or a new market from zero to one, and owning the outcome, • P&L ownership, or M&A and diligence experience running several workstreams at once (banking, private equity, venture, or corporate development also work), • Built and executed go to market strategies for B2B SaaS products yourself, not just contributed to them, • Bachelor's degree from a top tier university Bonus points • MBA, or a top tier management consulting pedigree, • CPA, or hands on experience with payment processing, AP and AR, • Comfort demoing a technical product to enterprise buyers Location and work model • New York City, hybrid, 4 to 5 days per week in office, • Some travel as needed, • Open to visa transfers (OPT and H1B transfersWhat we are looking for, • Three to seven years of experience in business operations, consulting, compliance, or a chief of staff role, • Hands-on exposure to at least one compliance program or framework such as SOC 2, HIPAA, ISO 27001, or PCI DSS, • Experience at a high-growth Series A to Series C startup or in a top-tier consulting environment, • A generalist operator who is comfortable building processes from scratch, • Active use of AI or LLM tools to automate repetitive work, • Strong communication, presentation, project management, and cross-functional coordination skills, • Willingness to work onsite full-time in San Francisco or New York Nice to have • Experience accelerating enterprise sales through security and compliance work, • Familiarity with GRC platforms and cloud infrastructure, • Finance operations or security operations exposure, • Experience supporting Fortune 500 customers Benefits • $100,000 to $210,000, plus competitive equity in a company valued above $2B, • 100% covered medical, dental, and vision, • Unlimited PTO, • All meals provided in the office, • Relocation package, • Commuter benefit• Base salary of $180,000 to $225,000, • Substantial early-stage equity, • Preventive medical, dental, and vision care covered at 100%, • Flexible spending accounts, long-term disability coverage, and life insurance, • Visa transfers and new sponsorships may be considered for qualified candidates

Job Description Company Overview Montana Construction Inc. is a family-owned and operated heavy construction company specializing in sewer, water, bridge, and emergency services for municipalities, utility authorities, and private entities across New Jersey, New York, and Pennsylvania. We pride ourselves on delivering efficient, dependable, and quality service to every client. Our fleet is a critical asset in fulfilling that promise, and we are committed to keeping it running at the highest level of performance and safety. Job Summary The Vice President of Operations develops, implements, executes, and leads the operations of the company, balancing day-to-day management of the construction teams executing the work while looking to the future and building processes & capabilities to enable continued growth This role leads initiatives across Construction teams to ensure a high degree of collaboration and consistency, with clear lines of communication and clearly aligned goals. The VP of Operations will direct operations, while collaborating with executives, finance, HR, and operations teams. They will report directly to the COO and President of the company. Key Responsibilities • General, • Senior leader overseeing a significant portion of the company from a process, operations, and people management perspective., • Provide leadership in a manner which will continue to ensure a cohesive and collaborative environment consistent with culture and values., • Sets the tone for day-to-day operations workings, manages expectations of internal teams and clients, and ultimately ensures a positive, productive atmosphere., • Operations Standards & Consistency, • Establish and standardize processes across all divisions and departments to ensure uniform performance and accountability., • Developing budgets & policies., • Scoping and Staffing - Ensuring we have the right people and the right action plan in place for success., • Scheduling & resource management., • Delegation (in-house & externally)., • Cross-team & department collaboration & communication., • Time & Budget Management - help model and train their team to identify and escalate issues to mitigate financial risk., • Billing, Scope Creep, Change Orders., • Strategy, • Provide strategic input to the leadership team., • Develop short and long-term strategic plans and share ownership of performance against those plans., • Define/refine operational KPIs that drive bottom line growth; drive accountability of performance against metrics., • Driving Execution, • Set priorities, gather quantitative and qualitative data, and review to guide decisions., • Drive the team’s practices in a way that ensures profitability and best-in-class service., • Developing, implementing, and overseeing operational excellence across the organization., • Process & Standard Operating Procedures (SOPs), • These require a refreshed perspective to ensure all teams understand that strong standards lead to success. We need consistency and rigor, but also the ability to think creatively about improvements., • Implement cross-functional standard operating procedures (SOPs)., • Plan, develop, launch, and train new SOPs., • Hold teams accountable for following SOPs., • Provide mentorship on the governance of all work managed by the teams (i.e., ensuring compliance with company standards AND client standards)., • Set and execute all compliance and safety policies and procedures., • Communication, • Maintain clear communications with staff regarding operational practices, goals, and objectives, & performance., • Liaison between the COO and Team Leads while maintaining a clear organizational reporting structure detailing the relationships and responsibilities of all departments and positions consistent with the strategic growth of the Company, while holding the team accountable for execution., • Establish an effective daily, weekly, monthly, quarterly, and annual meeting rhythm to keep everyone in the loop., • Cross Function Collaboration, • Collaborate with the operations, accounting, and business development team leads, sharing knowledge and resources., • Ensure seamless communication and clearly defined teamwork across departments., • Reporting, • Analyze a variety of operational reports to identify trends in all areas of the business to include market trends, financial reports, employee staffing levels, and organizational growth., • Develop and implement processes to monitor and track overall portfolio status., • Training/Coaching, • Mentoring and training staff for all aspects of their function growing our team into strong leaders., • Helping to expand the size and capabilities of the teams by building, training, and developing a team of A players in all levels of the teams., • This includes talent acquisition, performance management activities, and ongoing career development., • Observe managers’ performance using qualitative and quantitative measures., • Identify high-performing staff members and provide career path and advancement plans., • Develop training programs for hard & soft skills. Department Structure Direct Oversight • Safety, • Yard Ops, • Fleet, • Shop, • T. Cross Department Support & Collaboration • HR, • Estimating, • Construction, • Compliance, • Finance Required Qualifications • Leadership in a construction firm, personally supporting a team of 300 people., • Balancing the coordination of fast-paced daily priorities with important, longer-term strategic efforts., • Excellent organization skills., • A successful track record in setting priorities; keen analytic, organization and complex problem-solving skills which support and enable sound decision making, with the desire to brainstorm future-thinking ideas., • Assisting HR with hiring, developing, and retaining top talent., • Coaching and giving feedback, developing employees’ hard and soft skills., • A solid technical foundation. You feel comfortable diving into details and interacting with people at all levels of seniority as required., • Excellent communication and relationship building skills with the ability to convey technical complexity to non-technical team members., • Ability to unlock insights into the organization’s capacity and demand, managing risks, and providing data informed analyses and issue resolution., • Involvement with rolling out 3rd party construction software products or relationships., • Minimum of 5 years of relevant work experience, including experience in a senior management role supporting teams., • Soft Skills: Exceptional leadership qualities, including motivation, conflict-management, & high EQ., • Energized by change and change management. Ready to bring in new ideas and fresh perspectives on how we approach our work from initiation to execution. Work Environment / Conditions • On-site position based at Lodi, NJ with regular interaction with employees., • Fast-paced construction office environment requires the ability to manage multiple priorities & deadlines simultaneously., • Standard industry business hours, Monday through Friday, with additional hours as needed., • Occasional Job site visits and travel to other company offices required Physical Requirements • Ability to sit for extended periods while working at a computer workstation., • Frequent use of keyboard, mouse, and other standard office equipment., • Occasional standing, walking, and reaching within the office environment., • Ability to lift and carry items up to 15 pounds occasionally (e.g., files, office supplies). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role, in accordance with the Americans with Disabilities Act (ADA) and applicable state laws. Compensation & Benefits • Competitive salary based on experience., • Comprehensive health, dental, and vision insurance plans., • Paid time off (PTO) and paid holidays., • 401K

Job Description Mission Statement Regis High School transforms Catholic young men into leaders devoted to Deo et Patriae and lifelong service as Men for Others. Merit based and committed to families with financial need, Regis provides an academically exceptional, tuition-free Jesuit education within a caring community. Position Senior Director of Advancement Operations and Strategy will have the extraordinary opportunity to work with approximately 530 exceptional, gifted young men, talented faculty, and committed staff. Located in New York City, Regis High School is a Catholic, Jesuit, college preparatory school and the only Jesuit, full-scholarship high school in the country. The school was founded in 1914 through the extraordinary generosity of an anonymous woman and her family. Regis now relies on philanthropy of alumni, parents, and friends as its most significant source of financial support. Regis is committed to both academic excellence and fostering a spirit of generosity and service to those in need. Regis seeks to inspire and educate the ethnically diverse young men in its care to become imaginative Catholic leaders committed to promoting justice and exerting leadership in the Church, in their civic community, and in their future chosen profession. Position Summary Regis High School is investing in the continued growth of its philanthropic program, and the Senior Director of Advancement Operations and Strategy is a newly created role at the center of that investment. Reporting to the Vice President for Advancement and serving as a key member of the Advancement team, the Senior Director acts as the Vice President's principal operating partner, responsible for the systems, processes, and cross-functional coordination that enable a growing fundraising program to run smoothly and scale effectively. This is an opportunity for an experienced advancement operations professional to play a foundational, highly visible role in shaping how a respected and growing development program is run, partnering closely with colleagues across Advancement, Communications, and Finance, and helping to prepare the institution for its next growth chapter. Direct reports include the Associate Director of Alumni Engagement, Director of Communications, Events Manager, Advancement Database & Gift Coordinator, and Administrative Assistant, along with the department's outsourced database services partner, Blackbaud Managed Services. Job Responsibilities Department Operations and Strategic Leadership • Serve as a key member of the Advancement team and the Vice President's principal operating partner in setting departmental priorities and ensuring consistent execution across all functions., • Provide day-to-day operational leadership across the Advancement department, partnering closely with colleagues in Development, Communications, and Finance to ensure smooth, coordinated execution of departmental goals., • Directly supervise the Associate Director of Alumni Engagement, Director of Communications, Events Manager, Advancement Database & Gift Coordinator, and Administrative Assistant, and oversee the department's relationship with its database services partner., • Develop and lead onboarding, training, and ongoing professional development programming for Advancement. Data Management and Finance Partnership • Serve as the primary owner of information within the department’s core fundraising database, Raiser’s Edge, ensuring the reliability, accuracy, and timeliness of all fundraising reporting. In this capacity, the Senior Director will work closely with the Advancement Database & Gift Coordinator., • Serve as the department's primary liaison to the Finance Office, ensuring gifts are processed and recorded in accordance with established gift accounting standards and shared terminology between both teams., • Lead the department's monthly reconciliation process with Finance to support accurate, timely reporting., • Partner with the department's database services provider (Blackbaud Managed Services) on ongoing data integrity initiatives, including regular data review, enhancement, and maintenance in line with industry best practices. And any other assigned tasks. Events Strategy • Develop and implement a strategic framework for donor-facing events, including fundraising goals, data-informed audience segmentation, and stewardship follow-up., • Partner with Communications and Advancement colleagues to ensure each event supports the department's broader fundraising and engagement priorities. Communications and Calendar Coordination • Lead the development and execution of an integrated annual calendar that aligns messaging, donor outreach, and key events across Advancement, Alumni Engagement, and Communications., • Serve as the connecting point between Advancement's fundraising priorities and the Alumni and the Communications team's planning and content calendar. Systems and Team Effectiveness • Develop and maintain documented policies, procedures, and training resources that support consistency and best practice across the department., • Establish a department-wide donor acknowledgment protocol with clear timelines and quality standards., • Evaluate team workflows on an ongoing basis and refine role responsibilities so that each team member's time is focused on their highest-value work., • Establish a regular cadence of team meetings to support coordinated portfolio management and pipeline visibility among frontline fundraising staff. Technology and Prospect Management • Champion consistent use of prospect management tools within the department's CRM to support donor prioritization and pipeline management., • Coordinate the department's prospect research and wealth screening initiatives., • Support the planning and rollout of new advancement technology platforms, including clear training and adoption plans. Growth Planning • Help build the systems and reporting infrastructure necessary to support the department's continued growth. Qualifications & Skills Required • Eagerness to support and advance the Catholic and Jesuit mission of the school., • Proficiency with Raiser's Edge, including gift processing, reporting, and prospect management., • Experience with prospect research and wealth screening practices., • Experience supporting or leading a capital or comprehensive campaign, in addition to annual fundraising operations., • Direct staff management experience., • Strong relationship-building skills and the ability to work collaboratively across departments and with colleagues at every level of the institution., • Excellent written, verbal, and presentation skills, with the ability to produce clear documentation and lead effective meetings., • Strong organizational skills, with the ability to manage multiple priorities, set clear expectations, and meet deadlines., • A collaborative, solutions-oriented approach to problem-solving., • High degree of comfort learning and adopting new technology platforms., • Sound judgment and discretion in handling confidential information. Preferred • Experience in an independent school, Catholic institution, or comparable mission-driven educational environment., • Familiarity with Financial Edge or a comparable financial system, with respect to its interconnectedness with fundraising software such as Raiser’s Edge., • Familiarity with GiveCampus or comparable peer-to-peer fundraising platforms. Education Bachelor's degree; Seven or more years of progressive experience in nonprofit or educational advancement, including experience in an operations or leadership capacity. Compensation & Benefits Salary range $160,000 to $180,000, commensurate with experience. Most benefits go into effect immediately. Participation in the 403 (b) occurs after one year of employment. Other expectations Work hours may vary and will include some evenings and weekends for special school events. The school expects one to conduct oneself at all times in a manner which shall not bring reproach upon oneself or the school. The job description is to be used merely as a guide of expectations rather than an exhaustive list of all duties and competencies. All requirements and skills are subject to change as the organization needs evolve. To Apply Interested applicants should submit a cover letter and resume. Qualified applicants will be contacted regarding next steps once all required documents have been submitted. Applications will be accepted until the position is filled. The Regis community strives to foster a sense of belonging at all levels of the organization. The hiring managers and school leaders seek to recruit and retain highly talented faculty and staff who are committed to the Catholic Jesuit mission and values. Central to this mission is a commitment to diversity and care for the whole person (cura personalis). Regis is an Equal Opportunity Employer.

Job Description Vice President (VP) – Industrials Investment Banking Position Overview We are seeking an experienced and highly motivated Vice President (VP) to join our dedicated Industrials Investment Banking team. As a VP, you will play a pivotal role in leading transaction execution, driving business development initiatives, and managing client relationships across our core industrial sub-sectors. This role offers a unique opportunity to work across a broad and dynamic coverage universe, including: Advanced Manufacturing & Diversified Industrials Building Products & Energy Technology Chemicals & Advanced Materials Industrial Automation & Electronics Paper, Packaging & Printing Transportation, Logistics & Supply Chain Industrial & Infrastructure Services Key Responsibilities 1. Deal Execution & Transaction Management Lead Execution: Manage day-to-day execution of a wide variety of complex financial transactions, including sell-side and buy-side M&A, equity and debt capital raises, and strategic corporate advisory. Financial Modeling: Oversee the development of sophisticated financial models (valuation, LBO, merger consequences, and financial structuring) and ensure rigorous technical accuracy. Due Diligence: Direct the due diligence process, coordinate with cross-functional deal teams (legal, accounting, tax), and act as the primary point of contact for clients and counter-parties. Marketing Materials: Lead the drafting and preparation of high-quality marketing materials, including confidential information memoranda (CIMs), management presentations, and pitch books. 1. Client Relationship & Business Development Coverage Support: Support senior coverage bankers (Managing Directors and Directors) in deepening relationships with corporate clients and financial sponsors. Pitching: Take a lead role in originating new business by identifying market opportunities, generating tailored strategic ideas, and delivering compelling pitch presentations. Sub-Sector Expertise: Maintain a deep understanding of market trends, regulatory shifts, valuation metrics, and the competitive landscape across the covered Industrials sub-sectors. 1. Team Leadership & Mentorship Resource Management: Manage, mentor, and review the work of Associates and Analysts, ensuring their professional growth and the delivery of top-tier work product. Culture: Foster a collaborative, inclusive, and high-performing team environment. Qualifications & Skills Experience Investment Banking Background: 3+ years of experience as an Investment Banking Associate (or equivalent experience in a VP-level capacity) at a reputable investment bank or advisory firm. Sector Track Record: Proven transaction experience within the Industrials sector or related sub-sectors (e.g., Chemicals, Electronics, Logistics, Infrastructure, or Packaging) is highly preferred. M&A Focus: Strong track record of successfully closed M&A transactions. Skills & Competencies Technical Mastery: Advanced knowledge of corporate finance, accounting, financial analysis, and valuation techniques (DCF, trading/precedent comparables, LBO analysis). Communication: Exceptional verbal and written communication skills, with the ability to confidently present complex financial concepts to C-suite executives and board members. Project Management: Outstanding organizational skills with a proven ability to manage multiple deal workstreams simultaneously under tight deadlines. Licenses: FINRA Series 79 and 63 licenses are required (or must be obtained within a short period of hiring). What We Offer A high-growth platform with robust deal flow and significant visibility. Direct interaction with high-profile corporate clients and private equity sponsors. A clear runway for career progression to Director and Managing Director levels. Competitive compensation package (base salary and performance-based bonus).

Job DescriptionWHO WE ARELindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world’s most remote and pristine locations on our fleet of 20 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”. Role Summary The Director, Corporate Development & M&A will partner with the SVP of Corporate Development & Strategy to identify, evaluate, negotiate, and execute acquisitions and strategic initiatives that strengthen Lindblad Expeditions' portfolio of experiential travel businesses. This role leads the end-to-end M&A process, develops acquisition strategy and pipeline, manages relationships with target companies and advisors, and serves as a key advisor to executive leadership on strategic investment opportunities. ESSENTIAL DUTIES M&A Strategy & Transaction Leadership • Lead acquisitions from sourcing through closing, including valuation, financial analysis, due diligence, transaction structuring, negotiation support, and integration planning., • Direct cross-functional diligence teams while managing external advisors including investment bankers, legal counsel, tax, and accounting firms., • Develop sophisticated financial models and investment analyses to support strategic decision making., • Ensure transactions remain on schedule, within budget, and aligned with strategic objectives. Pipeline Development & Relationship Management • Own the acquisition pipeline by identifying strategic opportunities across expedition travel and adjacent markets., • Develop and maintain relationships with target company executives, owners, investors, bankers, and industry partners to generate proprietary deal flow., • Continuously evaluate market trends, competitive dynamics, and strategic adjacencies. Executive & Board Communications • Lead development of investment memos, Board presentations, Executive Leadership Team materials, and strategic recommendations., • Present investment opportunities, financial analyses, risks, and recommendations to executive leadership. Strategic Partnership & Integration • Partner with Finance, Legal, Operations, Marine, Hotel, Sales, Marketing, and other business leaders throughout the transaction lifecycle., • Lead post-acquisition integration planning, synergy realization, and value capture initiatives. GENERAL QUALIFICATIONS Education & Experience • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. MBA strongly preferred., • 8–12+ years of progressive experience in Corporate Development, Investment Banking, Private Equity, Strategy Consulting, or a related M&A environment., • Demonstrated experience leading acquisitions from sourcing through closing, including valuation, due diligence, transaction structuring, and integration planning., • Advanced expertise in financial modeling, valuation methodologies, investment analysis, and capital allocation., • Proven experience managing cross-functional transaction teams and coordinating external advisors including investment bankers, legal counsel, tax, and accounting firms., • Strong strategic thinking with the ability to identify acquisition opportunities aligned to long-term business objectives., • Experience developing investment recommendations and presenting to executive leadership, investment committees, or Boards of Directors., • Excellent negotiation, influencing, and stakeholder management skills., • Proven ability to manage multiple complex transactions simultaneously., • Advanced proficiency in Microsoft Excel and PowerPoint. Preferred Experience • Experience leading Corporate Development within the travel, cruise, hospitality, leisure, or consumer services industries., • Experience developing acquisition strategy and generating proprietary deal flow., • Experience leading post-merger integration and synergy realization initiatives., • Existing network of investment bankers, private equity firms, founders, and strategic advisors., • Experience evaluating adjacent markets, vertical integration opportunities, and strategic partnerships., • MBA, CFA, CPA, or equivalent advanced financial credential.Bonus 15%Equity 5%OUR BENEFITS• Travel benefits for employees and their family • Voyage of Discovery trips for employees to travel as guests • Health insurance including Medical, Dental, Vision • 401(k) plan with employer match • Long-Term Disability, Life & AD&D Insurance• Flexible Spending Account (FSA) to be used for out-of-pocket medical and dependent care • Pre-Tax Commuter Benefit • 7-8 Paid Holidays• 1 Floating Holiday Options • Up to 15 days of vacation (pro-rated per anniversary year)• Parental Leave• Sick/personal days per city & state ordinance• Pet Insurance discount Communication Skills Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos. Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor. PHYSICAL DEMANDS While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms. COMPENSATION STATEMENTLindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living. For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay. EQUAL OPPORTUNITY EMPLOYER STATEMENTAt Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong. Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionVP of Revenue Architecture & Financial Systems Growth ExecutiveCompany: HireNow Staffing (Direct Placement Partner)HireNow SnapshotHireNow Staffing is actively recruiting a seasoned, highly skilled VP of Revenue Architecture & Financial Systems Growth Executive to join one of our valued client partners. This executive leadership opportunity is ideal for a proven SaaS sales executive who has successfully built revenue organizations from the ground up while scaling recurring revenue within high-growth technology environments.The selected leader will own the complete revenue strategy, personally drive strategic enterprise opportunities, and build a world-class sales organization focused on serving CFOs, Controllers, Finance Executives, and enterprise accounting teams. This position requires a hands-on executive who thrives in startup environments, embraces accountability, develops exceptional sales talent, and creates scalable go-to-market strategies that accelerate long-term ARR growth.Key Responsibilities • Develop and execute the company's overall revenue growth strategy across mid-market and enterprise customers., • Personally lead strategic sales engagements from executive discovery through contract execution., • Build, mentor, coach, and inspire a high-performing sales organization focused on accountability, execution, and measurable results., • Establish scalable sales processes, forecasting models, pipeline management, and performance metrics., • Partner with executive leadership to refine product positioning, pricing strategy, competitive differentiation, and go-to-market execution., • Develop outbound sales programs while optimizing existing inbound demand generation initiatives., • Build executive relationships with CFOs, Controllers, Finance Executives, and senior business stakeholders., • Collaborate with Marketing, Product, Customer Success, and Operations to improve customer acquisition and revenue retention., • Analyze sales performance data, forecasting accuracy, and market opportunities to support strategic decision-making., • Recruit, onboard, and develop top-performing sales professionals while fostering a culture of continuous improvement. Required Qualifications, • Minimum 8 years of B2B SaaS sales experience with progressive executive leadership responsibility., • Demonstrated success leading and developing high-performing SaaS sales organizations., • Proven experience selling ERP, financial management software, accounting technology, or enterprise business applications., • Experience selling directly to CFOs, Controllers, Finance Leaders, and executive buying committees., • Strong experience managing complex multi-stakeholder enterprise sales cycles., • Demonstrated ability to build sales infrastructure including forecasting, CRM discipline, reporting, compensation plans, and scalable sales processes., • Hands-on player-coach leadership style with consistent personal sales success., • Proven startup experience building revenue organizations from early-stage growth through rapid scale., • Documented success growing Annual Recurring Revenue (ARR) from early-stage revenue through $15M–$25M+ ARR., • Experience selling into mid-market organizations., • Must reside in the New York City metropolitan area and be authorized to work in the United States., • U.S.-based applicants only. Preferred Qualifications, • CPA designation or previous accounting, audit, or financial consulting background., • Experience working for fintech, ERP, financial systems, or accounting software companies., • Previous Big Four accounting firm experience., • Experience transitioning organizations from inbound-only sales to integrated inbound and outbound revenue generation., • Experience building Business Development (BDR), Solutions Consulting, or Sales Engineering functions., • Strong knowledge of financial reporting, ERP modernization, AI-enabled finance platforms, automation technologies, and enterprise SaaS ecosystems., • Demonstrated experience partnering directly with founders and executive leadership teams during rapid organizational growth., • Proven history of recruiting and developing top-performing enterprise sales leaders. HireNow PackageCompensation: Base Salary $250,000–$350,000 annually | On-Target Earnings (OTE): $400,000–$500,000 annually | Equity Opportunity: $85,000–$115,000Benefits: Comprehensive Medical, Dental & Vision Insurance 401(k) Equity Participation Commuter Benefits 15 Paid Time Off Days 12 Paid Holidays Relocation Assistance Available Executive Leadership Development Collaborative High-Performance Team EnvironmentEmployment Type: Full-TimeWork Location: Remote – New York, New York (U.S.-Based Applicants Only; Candidates must currently reside in the New York metropolitan area.)HireNow ChecklistHireNow Staffing is recruiting an executive sales leader who demonstrates the following:, • 8+ years of B2B SaaS sales leadership experience., • Proven experience selling ERP, accounting, financial systems, or enterprise SaaS platforms., • Demonstrated success leading enterprise sales organizations., • Experience selling directly to CFOs, Controllers, and Finance Executives., • Track record of scaling startup revenue organizations and ARR growth., • Strong forecasting, CRM management, pipeline development, and sales operations expertise., • Hands-on leadership style with personal enterprise sales success., • Experience building outbound business development strategies., • Strong executive communication, negotiation, and organizational leadership skills., • Meets all required qualifications while demonstrating multiple preferred qualifications. HireNow Standout CandidatesCandidates will receive the strongest consideration if they demonstrate:, • Proven success scaling SaaS organizations from startup through high-growth revenue stages., • Executive leadership experience within fintech, ERP, accounting technology, or enterprise financial software., • Consistent history of exceeding enterprise revenue objectives., • Experience recruiting, coaching, and retaining elite enterprise sales professionals., • Strong executive presence with the ability to influence CFOs and C-suite decision-makers., • Deep understanding of enterprise finance transformation, AI-powered financial platforms, and modern revenue operations., • Stable employment history demonstrating increasing leadership responsibility, sustained business growth, and long-term career progression. HireNow DisqualifiersThe following will prevent candidates from moving forward in the hiring process:, • Frequent unexplained job changes or unstable employment history (jumpy resumes will not be accepted or interviewed)., • Less than eight years of B2B SaaS sales experience., • No executive sales leadership experience., • No experience selling ERP, accounting, financial systems, or enterprise SaaS solutions., • No demonstrated success selling directly to CFOs or executive finance leaders., • No startup scaling experience., • No documented success growing ARR to $15M–$25M or greater., • Applicants residing outside the New York metropolitan area., • Applicants requiring employment sponsorship., • Candidates who do not meet the core qualifications listed for this position. HireNow Staffing DisclaimerHireNow Staffing is acting as a direct placement partner for this VP of Revenue Architecture & Financial Systems Growth Executive opportunity. All candidate information is handled confidentially and evaluated against defined requirements. This job description outlines the general scope of responsibilities and qualifications. Duties may evolve based on client needs and business growth. Only candidates meeting the core qualifications will be considered for interview. Client-specific information will be shared only with qualified candidates during the interview process.https://www.careers-page.com/hirenow-staffing-inc/job/63R7X9WR

Job DescriptionLHH Recruitment Solutions is partnering with an established biotech organization on an open-ended contract opportunity for an Accounts Payable Specialist to join their finance team. This position has the potential to evolve into a permanent role. We are seeking a candidate with experience in accounts payable, expense reimbursements, and corporate card administration who thrives in a fast-paced environment. In this role, you will support day-to-day payment processing, travel and expense activities, and ongoing process improvement initiatives. Please Apply Now if you are interested in this role! Responsibilities: • Manage the full cycle of vendor payments, employee reimbursements, and expense-related transactions while ensuring accuracy and timely processing, • Review invoices, expense reports, and corporate card activity for proper approvals, compliance, and accounting treatment, • Partner with employees, vendors, and internal departments to resolve payment discrepancies, documentation issues, and account inquiries, • Administer travel and expense programs, including reimbursement processing, approval workflows, and corporate card maintenance, • Support month-end close activities through reconciliations, reporting, and analysis of accounts payable and expense-related transactions, • Leverage financial systems and expense platforms to monitor activity, troubleshoot issues, generate reports, and improve workflows, • Assist with audits, internal controls, and process improvement initiatives aimed at enhancing efficiency and strengthening financial operationsQualifications:, • Bachelor's degree in Accounting, Finance, or a related field, • 2+ years of accounts payable experience, • Experience with ERP and accounting systems such as SAP, Concur, Coupa, or similar platforms, • Strong Excel skills, including Pivot Tables and VLOOKUPs, • Excellent attention to detail, organization, and communication skillsSchedule:, • 1 day per week in office, 4 days remote (Midtown, Manhattan)$29-38/hr Pay Details: $29.00 to $38.00 per hour Search managed by: Shoshana Ronen Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Our growing client in Downtown Manhattan is seeking an Accounts Payable Specialist to join their expanding finance team. This is an excellent opportunity for an accounting professional with strong payables experience who thrives in a fast-paced, collaborative environment. Key Responsibilities: • Process a high volume of vendor invoices accurately and efficiently, • Review, code, and enter invoices into the accounting system, • Prepare and process weekly check runs, ACH payments, and wire transfers, • Reconcile vendor statements and resolve invoice discrepancies, • Maintain accurate AP records and ensure proper documentation, • Respond to vendor inquiries in a professional and timely manner, • Assist with month-end close related to accounts payable, • Support internal controls and process improvement initiatives, • 2+ years of accounts payable experience required, • Bachelor’s degree in Accounting, Finance, or a related field preferred, • NetSuite experience preferred, • Strong attention to detail and organizational skills, • Ability to manage multiple priorities and meet deadlines, • Proficiency with Microsoft Excel and accounting systems, • Excellent communication and problem-solving skills

Job Description Board member positions are uncompensated volunteer roles. -------------------------------------------------------------------------------------- About UBHP Uptown & Boogie Healthy Project (UBHP) is a 501(c)(3) nonprofit rooted in Harlem and the Bronx. Our mission is to build equitable food systems and workforce pathways in our communities — connecting over 1,000 families weekly to fresh, affordable food while training young adults for careers in agribusiness, urban agriculture, and food systems technology. Since 2021, we have operated farmers markets, a CSA program, a community greenhouse, youth programming, and workforce development initiatives across Upper Manhattan and the Bronx. We are rebuilding our board of directors with intention and seeking leaders who are ready to govern, guide, and grow this organization at a pivotal moment in its history. Open Positions • Board President — Lead governance, chair quarterly board meetings, and partner with the Executive Director on organizational strategy and long-term vision, • Secretary — Maintain official board records, meeting minutes, and ensure compliance with organizational bylaws and reporting requirements, • Treasurer — Oversee financial health, budgeting, audit processes, and fiscal accountability, • General Board Member (x2) — Contribute expertise in legal, agriculture, technology, workforce development, or community leadership to support UBHP's programs and growth Who We Are Looking For We prioritize New York-based candidates with strong ties to or familiarity with Harlem, the Bronx, or Upper Manhattan communities. We are actively seeking professionals with backgrounds in one or more of the following: • Finance & Accounting, • Legal & Compliance, • Agriculture & Food Systems, • Technology & Workforce Development, • Community & Nonprofit Leadership What Board Service Involves • Quarterly board meetings per our organizational bylaws, • Active fiduciary oversight and governance support, • Contribution of professional expertise to strengthen programs and long-term sustainability, • Support in building funding relationships, strategic partnerships, and community connections, • Participation in board recruitment to bring the organization into full compliance Why This Moment Matters UBHP is expanding its career readiness programming for young adults 18 and older, transitioning organizational leadership, and building the infrastructure to grow beyond its founding chapter. The board seated now will directly shape the impact this organization sustains in Harlem and the Bronx for years to come. This is not a ceremonial role. This is an opportunity to govern a nonprofit doing real work in communities that need it. How to Apply Apply directly at ubhp.org/board New York-based candidates are strongly preferred. Candidates with existing connections to Harlem, the Bronx, or Upper Manhattan are especially encouraged to apply. Skills: Nonprofit Governance · Board Leadership · Food Justice · Urban Agriculture · Workforce Development · Financial Oversight · Community Engagement · New York City ----------------------------------------------------------------- Board member positions are uncompensated volunteer roles. \nCompany Description Since 2022, Uptown & Boogie Healthy Project is a 501(c)(3) nonprofit based in Harlem and the Bronx. We partner with underrepresented communities to create fair food systems and open up real job opportunities for young adults. Our work includes running seasonal farmers' markets, a Community Supported Agriculture (CSA) program, and workforce development for young people. We also offer sustainability programs that help make fresh, affordable produce and economic opportunities available to the neighborhoods we serve. Since 2022, Uptown & Boogie Healthy Project is a 501(c)(3) nonprofit based in Harlem and the Bronx. We partner with underrepresented communities to create fair food systems and open up real job opportunities for young adults. Our work includes running seasonal farmers' markets, a Community Supported Agriculture (CSA) program, and workforce development for young people. We also offer sustainability programs that help make fresh, affordable produce and economic opportunities available to the neighborhoods we serve.

Job Description Job Description: The Workday Financials Analyst is responsible for supporting the implementation, configuration, and maintenance of the Workday Financials modules. This role will work closely with finance teams to ensure that the system is aligned with business processes and provides accurate financial information. Responsibilities: Financial Process Analysis - -Analyze existing financial processes and identify opportunities for improvement or automation using Workday Financials. -Document and map business requirements to Workday Financials configurations. -Collaborate with finance teams to understand their needs and provide solutions. Workday Configuration- -Configure Workday Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, and Fixed Assets. -Develop and maintain custom reports, dashboards, and analytics. -Ensure data integrity and accuracy within the system. Qualifications: -2+ years of experience in financial accounting or a related field -Strong understanding of financial concepts and processes. -Experience with Workday Financials modules. -Strong analytical and problem-solving skills. -Excellent communication and interpersonal skills. -Ability to work independently and as part of a team. Preferred Qualifications: -Workday Certification(s) (e.g., Workday Financials). -Knowledge of Calculated Fields -Experience with financial reporting tools (e.g., Hyperion, Essbase).

Job DescriptionHyperion SmartView Analyst VillageCareHybrid120 Broadway, New York, NY 10271Salary: $102,549.17 - $115,367.82Join VillageCare as a Full-Time Hyperion SmartView Analyst and immerse yourself in an innovative health care environment where your analytical skills can truly shine. This role offers the thrill of working remotely, allowing you to achieve a work-life balance while contributing to significant, customer-centric solutions. You'll be part of a dynamic team that values excellence and integrity, empowering you to solve complex problems in a flexible, forward-thinking culture.With competitive pay ranging from $102,549.17 to $115,367.82, this opportunity provides not just a job, but a chance to elevate your career right from the comfort of your home. Embrace the potential to make an impact in the health care sector while enjoying the perks of a remote position based in New York, NY.VillageCare: Who We AreVillageCare is a community-based, not-for-profit organization serving people with chronic care needs, as well as seniors and individuals in need of continuing care and managed care services. Our mission is to promote healing, better health and well-being to the fullest extent possible. Our care is offered through a comprehensive array of community and residential programs, as well as managed care. VillageCare has delivered quality health care services to individuals residing within New York City for over 45 years.Your role as a Hyperion SmartView Analyst We are seeking a skilled Hyperion SmartView Analyst to elevate our financial reporting and data analysis capabilities at VillageCare. This role demands collaboration with finance, accounting, and IT teams to ensure the seamless integration and accuracy of our financial systems. You will lead initiatives to revamp the budgeting system, enhancing Hyperion Planning functionalities for improved forecasting and efficiency. Responsibilities include developing and maintaining SmartView reports, optimizing Excel for user-friendly reporting, and supporting financial planning and budgeting processes.The ideal candidate will troubleshoot SmartView performance issues, provide end-user training, and monitor data accuracy across Hyperion applications. Familiarity with Oracle EPM Cloud and experience in scripting or coding languages such as SQL, VBA, or Python are advantageous. Strong problem-solving skills, attention to detail, and excellent communication abilities are essential for effective collaboration and troubleshooting in this dynamic environment. Join us in making a significant impact in the health care industry!Does this sound like you?To excel as a Hyperion SmartView Analyst at VillageCare, candidates should possess a robust skill set built upon 3+ years of experience with Hyperion SmartView, Essbase, Planning, or related financial systems. Strong Excel skills are crucial, including proficiency in formulas, macros, and automation techniques with SmartView. Hands-on experience with Hyperion Planning functionalities for budgeting and forecasting is essential, along with a demonstrated ability to revamp, automate, or optimize budgeting systems.A solid background in financial reporting, financial planning and analysis (FP&A), or accounting is necessary, complemented by a strong understanding of budgeting and forecasting processes. Successful candidates will also display strong problem-solving abilities, attention to detail, and a proactive approach in anticipating and preventing potential delays that could impact customer satisfaction. Effective communication skills are vital for keeping stakeholders informed about the status of actions and inquiries.A bachelor's degree in Finance, Accounting, Information Systems, or a related field is required.Knowledge and skills required for the position are:3+ years of experience with Hyperion SmartView, Essbase, Planning or related financial systemsStrong Excel skills including formulas, macros and automation with SmartViewHands-on experience with Hyperion Planning functionalities for budgeting and forecastingExperience in revamping, automating or optimizing budgeting systems using Hyperion PlanningBackground in financial reporting, FP&A or accounting with a solid understanding of budgeting and forecastingAnticipates and prevents delays or other things that can adversely affect the customerKeeping customers informed about the status of pending actions and inquiriesEducation and certification:Bachelor's degree in Finance, Accounting, Information Systems or a related fieldJoin our team today!If you think this job is a fit for what you are looking for, great! We're excited to meet you! Job Posted by ApplicantPro

Job Description Contract Senior Business Analyst – Finance Data & Architecture MUST be local to New York We are looking for an experienced Business Analyst to join the Data Warehouse Analysis & Design team. This role bridges Finance, Business, and Technology teams to support enterprise data initiatives, data architecture, and financial reporting solutions. The ideal candidate combines deep accounting and banking domain expertise with strong data analysis and technical skills. Key Responsibilities • Gather, analyze, and document business, data, and reporting requirements., • Translate requirements into data mappings, functional specifications, and design artifacts., • Analyze end-to-end financial data flows from source systems through subledgers and General Ledger platforms., • Create and maintain source-to-target mappings, data lineage, and logical data models., • Partner with Finance, Product Control, Treasury, Risk, Operations, and Technology teams., • Support data warehouse, reporting, governance, and modernization initiatives., • Perform data analysis, reconciliation, impact assessments, and root-cause investigations. Required Qualifications • 7+ years of Business Analysis, Data Analysis, or Financial Systems experience in Banking., • Deep knowledge of:, • General Ledger (GL), • Journal processing and accounting events, • Subledger architectures, • Balance Sheet and P&L reporting, • Financial data flows and reconciliation processes, • Strong understanding of banking products and operations, with deep expertise in one or more areas:, • Commercial Lending, • Syndicated Lending, • Treasury, • Repo / Securities Financing, • Fixed Income, • Derivatives, • Deposits / Payments, • Strong SQL skills and experience analyzing complex enterprise data models., • Experience documenting requirements, data mappings, and business processes. Preferred Qualifications • SAP Finance / SAP General Ledger experience., • Snowflake experience., • Databricks experience., • Data warehouse and data lake architecture experience., • Data Mesh and data governance experience., • Familiarity with metadata management, data lineage, and data quality frameworks., • Experience working in Agile environments and with JIRA. Ideal Candidate A business analyst who can comfortably discuss accounting events with Finance teams, trace transactions through subledgers and the General Ledger, analyze complex banking data flows, and collaborate with architects and engineers to design scalable enterprise data solutions. Strong banking domain knowledge is more important than any specific technology platform.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Data Processing Analyst As a Data Processing Analyst, you’ll be responsible for processing and classifying real-time updates on private investments. Your work will ensure that all data is accurately captured, organized, and consolidated, helping us deliver timely, reliable insights to our clients. This is a unique opportunity to make an impact on how private investment data is processed and used, shaping the future of our clients' decision-making. Key Responsibilities Process and monitor account information, including updates from clients and funds. Coordinate tax season documents and ensure timely and accurate submission. Monitor inbound data, identify relevant updates, and categorize them appropriately. Maintain a high level of attention to detail when classifying data. Conduct quality control of data received, identified, categorized, and extracted Assist with internal audits, system reviews, and data accuracy checks when necessary. Extract, reconcile, and process data from multiple sources. Collaborate with internal teams to ensure data integrity, resolve any discrepancies in investment information, and improve internal data processing and oversight processes Ensure all data processing adheres to internal compliance and security protocols. Work to improve and optimize our data receiving and processing workflow and systems. Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Reach out to us if you have: 1+ years of experience in data processing, management, or operations—ideally in a tech or services company that thrives on data A sharp eye for detail, ensuring accuracy in data classification and processing every step of the way Experience handling sensitive financial data with utmost security and confidentiality Strong interpersonal skills with the ability to engage and communicate effectively with internal teams, clients, and external partners. The ability to thrive in a fast-paced, ever-changing environment, adapting quickly to new workflows and technologies Bonus points if you: Have worked with financial or private investment data. Have taken finance or accounting courses. Proficiency with Excel A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $65K - $68K

Job Description Financial Case Manager Excellent Benefits • Supportive Management The Financial Case Manager is responsible, in partnership with the Administrator, for all resident related financial management processes in the facility. The Financial Case Manager is responsible to provide all necessary information to applicants, referral sources and families, required to make an informed decision regarding facility admission and educate applicants on the financial policy for full comprehension of payment expectations. The primary responsibility of the Financial Case Manager is to ensure residents understand their financial entitlements, collect payments, and monitor and collect outstanding balances. Responsibilities include oversight of resident’s finance and assurance that The W Group meets federal, state, and local financial reporting obligations. Position Qualifications: • A Bachelor’s degree from an accredited college and one year of full-time experience in the provision of services to a dependent adult population; or., • An associate’s degree from an accredited college and three years of full-time experience in the provision of services to a dependent adult population. Position Requirements: • Working knowledge of DOH regulations as they pertain to assisted living billing processes., • Possess excellent assessment and documentation skills., • Effectively and appropriately communicate with employees, residents, caregivers, family, and medical and community affiliates to develop and maintain positive relationships., • Poses a high level of knowledge regarding SS/SSI/SSP benefits, coordination of benefits, insurance verification and Medicaid eligibility., • Working knowledge of PNA/PA NYS DOH regulatory standards., • Prior experience maintaining financial records and reconciling accounts. Position Responsibilities: • Ensure resident are assisted in making applications for and maintaining health and other necessary benefits., • Assisting residents in applying for and maintain income entitlements including SSI, SSP and SSA benefits., • Ensure Distribution of residents funds-PNA/PA in compliance with NYS DOH regulations., • Ensure timely collection of room and Board payments and maintain all benefits are in good standing at all times., • Maintain resident ledgers on a month to month., • Assist residents in budgeting as needed., • Communicate with SSA representative to coordinate resident benefits., • Coordinate with resident to address any financial related issues as appropriate., • Track and record accounting transactions for all representative payees., • Work collaboratively with the billing department, case management and any other. necessary departments to ensure there is complete related to resident’s financial status. BENEFITS: • Competitive Salary, • Health Benefits Offered, • Paid time off, • Paid Sick Time Off, • Paid Holidays Off, • Unlimited employee referral bonuses, • Growth and development paths specific to your interests, • Supportive management - open door policy, • Reliable schedule WHY WORK AT THE W GROUP? The W Group is proud to be the largest provider of senior living and adult care in the state of New York. The W Group is an amazing, values-based company culture ripe with collaboration, encouragement and camaraderie. We offer a track to growth based on what you put into the role and your passion for learning in the company. In your role you’ll have the ability to innovate and make an impact with your ideas in real-time.

Application Deadline: 09/11/2026 Address: VIRTUAL(S1)32 - HomeRes - NY Job Family Group: Customer Shared Services Under the direction of the Associate Director, Product Control this role is the full scope product controller for the U.S. Fixed Income businesses, which includes Primary Dealer, US Money Markets, Securitized Products, High Yield, and Origination trading desks. This includes daily P&L and PAA reporting, full balance sheet and income statement line management, monthly analysis and ad-hoc reporting. KEY ACCOUNTABILITY AREAS: P&L and PAA (Profit Attribution Analysis) Reporting Balance Sheet and Income Statement line item management Analysis and process improvement SPECIFIC ACCOUNTABILITIES: P&L Reporting • Oversee and review accurate daily P&L and PAA for various trading desks within U.S. Fixed Income, focusing on but not limited to the following products: MBS, Treasuries, Repos, Agencies, Corporates, IRS, Bond Futures, CDX, • Review for large fluctuations daily and bring to the attention of management, • Oversee Front-Office to Back-Office reconciliations, • Gain a working knowledge of the trade flow process from inception to G/L, • Develop a thorough understanding of the G/L’s and settlement systems (ICI, Calypso, GMI, GlobalOne, ADP, LoanIQ, S4, Progress/Essbase), • Ensure correct bookings in the general ledger, • Ensure that new products are set up correctly in the P&L tracking process Balance Sheet and Income Statement line item management • Have an understanding of product related balance sheet and income statement line items, • As appropriate, record, upload, reconcile and/or coordinate all general ledger postings for product related activity (e.g. balance sheet, revenue), • Prepare P&L and Balance Sheet Reconciliations as part of month-end close, • Coordinate with legal entity and regulatory accounting, risk, operations, and other support groups Analysis and AI-driven process improvement • Create and update monthly analysis with regard to key business drivers, • Prepare commentary and standard period over period analysis, • Leverage AI to drive efficiencies and scalability across Product Control AUTHORITIES: • The holder of this job has access to various financial systems (general ledgers, sub-ledgers, and reporting systems). CROSS FUNCTIONAL DEPENDENCIES • This job has cross functional dependencies to the rest of Global Middle Office, CM Finance, as well as Risk, Tax, etc. departments that support the businesses. SCOPE AND IMPACT: • This job requires tracking a number of products housed in various systems., • Liaise with desk personnel on daily issues, • Peak periods will include various monthly reporting deadlines and other deliverables consistent with the role. a. Knowledge • Undergraduate Degree in Accounting or Finance, • Minimum of 5-7 years of experience in financial services industry., • CFA / CPA and/or Series 99/Series 7 a plus., • Prior experience with Fixed Income products and/or risk based pnl explain preferred. b. Skills and Competencies • Strong knowledge of fixed income products and the MBS market., • Excellent computer skills. Ability to learn systems quickly., • Ability to manage multiple tasks and meet deadlines, without compromising data integrity., • Strong communication and relationship building skills., • Strong interpersonal and leadership skills., • Strong customer service and client focus., • Standard working conditions as set by Bank Salary: $81,400.00 - $151,800.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: _ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.