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Job Overview – Investment Operations Associate (Private Equity) Compensation: $100,000 – $130,000/year + bonus Location: Greenwich, CT Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring an Investment Operations Associate (Private Equity) in Greenwich, CT for our client, supporting investment data management, portfolio reporting, and fund operations across private equity and public market transactions. In this hybrid role, you will prepare investment lifecycle schedules, reconcile deal activity across Geneva and related systems, manage allocation inputs, and support capital call and distribution workflows while leveraging advanced Excel, Power Query, and data tools to ensure accuracy, controls, and operational efficiency. Responsibilities as the Investment Operations Associate (Private Equity): • Investment Lifecycle Reconciliations: Prepare and reconcile investment schedules from acquisition through exit, ensuring accurate reporting across Geneva and internal systems., • Deal Onboarding & Portfolio Data Management: Partner with deal teams to onboard investments, maintain portfolio data, and update key financial metrics and models., • Equity Allocation & Valuation Support: Execute equity allocation models and ensure valuation results are accurately reflected across systems and reporting., • Capital Activity & Investor Reporting: Support capital calls, distributions, and investor communications while reconciling investor and co-investor cash flows., • Controls, Custody & Compliance: Maintain custody records, support public market transaction reporting, and assist with audits, regulatory filings, and process improvements. Qualifications for the Investment Operations Associate (Private Equity): • Education: Bachelor’s degree in Finance, Accounting, or a related field required; Master’s degree preferred., • Experience: 3-5 years of fund operations or fund accounting experience within private equity, asset management, fund administration, or public accounting., • Industry Knowledge: Strong understanding of private equity fund structures, capital calls, distributions, equity allocations, valuation concepts, and investment lifecycle reporting., • Technical Skills: Advanced Excel proficiency required including Power Query, Pivot Tables, and VBA, with experience using Geneva and/or FIS Private Capital Suite (Investran) strongly preferred., • Data & Systems Experience: Hands-on experience with data tools such as Alteryx, Power BI, Tableau, Anaplan, or querying data warehouses including Snowflake or Databricks preferred., • Skills & Attributes: Analytical and systems-savvy professional with strong attention to detail, intellectual curiosity, ownership mindset, and the ability to manage complex datasets in a fast-paced investment environment. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, _ will keep your resume on file for future opportunities and may contact you for further discussion. ID #48197

Title: Investment Portfolio Associate Reason: Additional Staff Category: Accounting/Finance/Risk/AuditJob Duties: Full-time onsite role Locust Valley, NY • Temp to perm opportunity based on attendance/performance, • 8:30 AM-5:30 PM with overtime as needed, • Laptop provided Job Description Summary Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Job Description Essential Duties and Responsibilities • Collects fundamental research on related companies as requested by Financial Advisors., • Uses analytical tools, software and methodologies to research investment products, asset allocation, and comparative analysis on portfolios., • Assists in preparation of written industry and company specific reports, • Assists in the development of financial models for revenue and income forecasts., • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors., • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects., • May participate in client meetings to identify client goals and tolerances., • Assists with developing individualized client investment strategy for Financial Advisor., • Responds to inquiries from Financial Advisors to research and resolve issues., • Prepares customized written industry and company specific reports upon request to Financial Advisor., • Assists in the development of financial models to forecast team revenue and income., • Assists with preparation of scheduled and ad hoc performance reports., • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches., • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients., • Interfaces effectively with all levels of staff in managing portfolios., • Completes ad hoc projects and reports as assigned., • Performs other duties and responsibilities as assigned. Skills: Knowledge of • Software necessary for portfolio analysis., • Investment concepts, practices and procedures used in the industry., • Principles of estate planning, trusts and securities industry operations., • Financial markets and products., • Effectively managing client relationships., • Strategic planning as part of client retention focus., • Gathering and compiling information and data., • Preparing and delivering written and oral presentations., • Operating standard office equipment and using required software applications., • Complete job duties independently, with little supervision., • Partner with other functional areas to accomplish objectives., • Communicate effectively, both orally and in writing., • Provide a high level of service., • Establish and maintain effective working relationships at all organizational levels., • Participate in professional organizations and activities., • Maintain currency in industry services and products., • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. Skill in • Effectively managing client relationships., • Strategic planning as part of client retention focus., • Gathering and compiling information and data., • Preparing and delivering written and oral presentations., • Operating standard office equipment and using required software applications., • Complete job duties independently, with little supervision., • Partner with other functional areas to accomplish objectives., • Communicate effectively, both orally and in writing., • Provide a high level of service., • Establish and maintain effective working relationships at all organizational levels., • Participate in professional organizations and activities., • Maintain currency in industry services and products., • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. Ability to • Complete job duties independently, with little supervision., • Partner with other functional areas to accomplish objectives., • Communicate effectively, both orally and in writing., • Provide a high level of service., • Establish and maintain effective working relationships at all organizational levels., • Participate in professional organizations and activities., • Maintain currency in industry services and products., • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. Education: Education/Previous Experience • Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis Licenses/Certifications • SIE required, • Series 7 is required., • Series 63, 65 and/or 66 as required by state. Skills and Experience: Patents: No Publications: No Veteran Status: No of Positions: 3 Benefits: • Dental insurance, • Health insurance, • Vision insurance Work Location: In person

The Atlantic Group has partnered with an investment firm in the Greenwich, CT area. They have an immediate need for a Valuation Associate to join their team. This position is a full-time contract role that’s estimated to be around 4 months in length. Summary: Ideally searching for someone with 7-10 years of experience who brings a forward-thinking approach, especially when it comes to technical solutions and the utilization of AI. Responsibilities include: -Utilize market data and information from internal and external sources to value private debt investments such as loans to credit funds, business development companies, private companies, and other private investments. -Conduct various control procedures to ensure accuracy, consistency, reasonableness, and independence of valuation methods and the overall valuation process -Preparation of comprehensive valuation reports, presentations, and memos for the valuation committee ensuring accuracy, transparency, and compliance with reporting standards -Partner with the development team to build out and improve daily processes and internal systems -Stay updated with industry trends, market dynamics, regulatory changes, and valuation best practices, incorporating relevant insights into the valuation process and investment strategies. -Build and maintain strong relationships with external valuation vendors and internal stakeholders, including senior management and investment professionals -Continuously identify opportunities to enhance the valuation process, leveraging technology, automation, and innovative methodologies to increase efficiency, accuracy, and scalability Requirements: -7–10 years of experience in valuation, private credit, investment management, or a related financial services environment • Bachelor’s degree in Finance, Accounting, Economics, or a related field -Strong experience valuing private debt investments, including loans, credit funds, BDCs, and other illiquid/private investments -Solid understanding of valuation methodologies, market data analysis, and financial modeling techniques -Experience preparing valuation reports, committee materials, and supporting documentation for senior leadership and auditors -Ability to analyze complex financial data and deliver clear, actionable insights -Strong technical aptitude with an interest in leveraging technology, automation, and AI-driven solutions to improve processes and workflows Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 49105

Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Role Description This is a full-time entry-level role for a Wealth Planning Associate. The role will take on a Hybrid schedule, with in-office days occurring in Greenwich, CT. The Wealth Planning Associate will work closely with the Managing Partner and is ideal for someone who is passionate about investment management, retirement and investment planning and is a quick learner. Through that close partnership, the Associate will be responsible for most planning activities, some investment research, analysis, report preparation, and communication, for a select contingent of clients. The Associate is expected to master our planning software and quickly gather an understanding of how we work closely with our clients. • Serve as a Trusted Advocate of the Managing Partner and partner with them to meet the client’s needs, • Develop customized and comprehensive personal and business financial plans, • Assist in facilitating client relations, data collection, analysis, and reviews, • Develop presentation material and review with advisor teams, • Assist Managing Partner with action plans and action items specific to an individual client, • Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Managing Partner, • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance, • Perform other administrative duties as assigned, • Perform other duties or special projects as assigned Qualifications • Previous experience in a wealth management or finance role is a plus (minimum 2 years), inclusive of a Client Associate / Client Service Associate role., • Being Registered (Series 7, Series 65 or Series 66) is a plus. Relevant designations (e.g., CRPC, CFP) are similarly advantageous. Non-registered candidates, with experience, and who possess the motivation to one day be registered, are still encouraged to apply. Registration is not required to fulfill the duties of this position., • Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required., • Familiarity with planning software. eMoney or MoneyGuidePro being a significant plus., • Significant Interest in Finance, Financial Planning and Investment Management., • Strong Analytical Skills and Investment Knowledge., • Effective written and verbal communication skills & excellent organizational skills., • Demonstrates attention to detail and accuracy., • Ability to work independently and exercise discretion without immediate supervision at all times., • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment., • Proficient in Microsoft Office suite of products, • Ability to maintain a high level of confidentiality while being professional and poised What do we hope you become? • You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies, • Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized What We Offer While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments. • Paid Holidays, • Paid Time Off (PTO), • Highly subsidized Health, Dental, and Vision Plans, • 401k Retirement Account with 6% Company Match Contributions, • Free Life Insurance, Long & Short-Term Disability Insurance, • Flexible Spending Accounts and Health Savings Accounts, if applicable, • Employee Team Building Activities At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws. -- Private Wealth Management doesn't have to be old-school. Have fun at a young new-school firm with substantial upside potential. Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with high-net-worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting! Company DescriptionStelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.\r\n\r\nIt operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. \r\n\r\nStelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

Automotive Accounting Office Associate.Ray Catena BMW/Lexus of Westchester is seeking an experienced Automotive Accounting Office Associate to join our team.This position is ideal for a detail-oriented professional who thrives in a collaborative, fast-paced dealership environment and takes pride in

Performs bookkeeping and accounting functions; performs related work as required. Under the supervision of the Controller, is responsible for various aspects of financial record keeping. Work involves the responsibility for processing payroll, payroll account reconciliations, contract vouchering, monitoring contract balances, preparation of various desk audits, and other related tasks. Essential Duties: • Process bi-weekly payroll., • Prepares contract vouchers., • Verifies medical and dental deductions and other related Insurance., • Completes employment verifications and other state agency inquires., • Reconciles payroll liability accounts., • Prepares payroll deduction vouchers and reviews T&E expenses., • Prepares and Enters Payroll Journal Entries., • Filing., • Prepares support for Bi-Weekly Federal drawdown., • Ensures all payroll year-end adjustments and processes are complete., • Performs other related duties as assigned. Qualifications: • Three (3) years of Payroll Experience., • Entering of new hires, employee changes, voluntary deductions in the payroll system., • Processing of manual checks, such as terminations and discrepancies. Prepare and process garnishments. Calculate new hire pay, termination pay, and any other required adjustments., • Knowledge of General Accepted Accounting Principles. Knowledge of office procedures and equipment. Ability to interact well with others, accuracy, neatness. Must be detail-oriented and able to adhere to tight deadlines. The ability to multi-task is an asset, reliability and confidentiality is key for this position., • Associate or bachelor's degree in business/accounting., • Knowledge of Microsoft Office Excel, Word, Pand owerPoint, • Payroll Software, Proficient in ADP Workforce Now for Windows is a plus. EOE/M/F/Vet/Disabled Job Type: Full-time Pay: $70,000 Annually Benefits: • Health Insurance, • Dental Insurance, • Life Insurance, • Vision Insurance, • Paid Time Off (PTO), • Eligible for Public Service Loan Forgiveness Schedule: Monday to Friday Location: Mount Vernon, NY Benefit Conditions: A waiting period may apply

Job Description Overview Opportunity: Director of Operations Supervise and manage hotel departments and oversee hotel operations as directed. Potential Career Path General Manager – Area General Manager –Regional Director of Operations Essential Job Functions • Interview, select, train, schedule, coach, and support associates, ensuring they perform in accordance with established brand or hotel standards and consistent with HHM core values., • Oversee hotel departments to ensure an optimal level of service and hospitality are provided to hotel guests., • Assist the GM in preparation of forecasts and reports and assist in the development, implementation and monitoring of the budget to maximize revenue and minimize expenses while ensuring adequate supplies and staff are on hand to provide top quality customer service., • Be aware of guest satisfaction scores and brand standards and work toward increasing departmental and overall guest satisfaction., • Resolve customer complaints, and anticipate potential problems by reviewing and monitoring operational issues, business flow and associate performance., • Oversee the property accounting functions including but not limited to Accounts payable and receivable, house bank audits, petty cash and tax., • Coordinate with corporate accounting department to oversee payroll functions., • Oversee and ensure internal audit standards are met., • Interact with the sales staff to discuss and implement sales strategies to continually improve occupancy levels and revenues., • Monitor and maintain the front office systems and equipment to ensure optimum performance., • Serve on the hotel’s safety committee., • Create specific, measurable, achievable, realistic, and timely action plans to remedy guest service deficiencies., • Follow sustainability guidelines and practices related to HHM’s EarthView program., • Practice safe work habits, wear protective safety equipment and follow MSDS and OSHA standards., • Perform other duties as requested by management. Position Requirements • Associate or Bachelor’s degree preferred., • Intermediate knowledge of overall hotel operations. Work Environment and Context • Work schedule varies and may include working on holidays, weekends and alternate shifts., • Requires standing for extended periods, walking, pushing, lifting up to 25 pounds, bending and reaching, stooping, kneeling, or crouching. What We Believe People Are Our Capability – Hearts That Serve – Only Excellence – Stay Nimble - Own It

Job Description Our Mission The school is an independent, coeducational day school dedicated to providing an excellent instructional program for children with language-based learning disabilities. The multisensory curriculum is designed for students of average to superior intelligence who can benefit from the unique educational experience provided. Through direct instruction in small class settings, a trained staff assists students to improve their language skills. Academic success, combined with opportunities for social and emotional growth, enables students to understand their learning styles, build confidence, and develop self-advocacy skills. Windward is committed to helping students achieve their full potential in preparation for a successful return to the mainstream educational environment. To meet these goals, the school provides ongoing training to its faculty based on the most current research and also shares its expertise with the parent body, other educators, and the broader community. Our Vision A world where every child with a language-based learning disability is empowered to achieve unlimited success. THE POSITION This position is the lead financial officer of The Windward School. The position has primary responsibility for managing and facilitating the functions of the business office, which includes payroll and vendor management. The position also provides support to the Head of School in the execution of his/her duties to facilitate and forward institutional advancement. The Chief Financial Officer (CFO) reports directly to and serves as a strategic partner to the Head of School and is a member of the Executive Team. The CFO serves on the Board of Trustees Finance Committee, as well as other committees as directed by the Board. The CFO provides leadership and management of the school’s finances and is responsible for the supervision, coordination, and administration of all aspects of the Business Office, plant and facilities, risk management, employee management, and policy management. In partnership with the Head of School, the CFO maintains relationships with banks, professional accountants, legal counsel, and insurance companies. Duties and Responsibilities • Support the Head of School and the Board of Trustees in the development of school policies and procedures that support the mission of the school and safeguard the well-being of the school and its employees., • Develop and manage, with the Head of School and Finance Committee, the annual operating budget, the long-range financialplanand budgets related to special projects and/or capital campaigns., • Prepare regular financial reports for the Finance Committee and the Board which reflect the financial position of the school in comparison with the approved budget., • Oversee all school purchasing, cash management, financial investments, banking activities,payrolland benefitsprogram., • Secure an annual audit of the school's financial records and financial positions., • Oversee the preparation of financial records for annual independent audit andassistthe audit team in preparation of form 990 and other returns, including the form 5500., • Supervise the work of the business office staff and use standard accounting and bookkeeping procedures, to keepan accuratecontinuous record of the cash and financial position of the school and manage the financial operation of the school so that the institutionremainsfinancially stable., • Work in collaboration with the Director of Human Resources to maintain and improve human resources functions, including assessing, writing, and implementing appropriate personnel policies; overseeing the preparation of payroll and benefits programs including health insurance and retirement programs; overseeing the administration of hiring, retention, termination, and personnel records; ensure all programs are in compliance with federal and state laws and regulations., • Provide a regular reportofexpenditures for useofeach department within the school., • Manage risk at the school to ensure the safety of personnel and students in their use of the facilities and tomaintainappropriate levelsof insurance to protect the property and to cover the liability of the school; and, • Oversee the administration of financialassistanceawards as a member of the Financial Aid Committee, working with the Head of School, the Associate Head of School, and the Director of Admission;supportthe re-enrollment process for students., • Collaborate with the Windward Institute in developing annualbudgets., • Torepresentthe school at various regional, state, and national associationsrelativeto the role of being the lead financial officer., • To perform other duties as assigned by the Head of School., • To support the school and its leadership. Specific Requirements • Understanding of and commitment toWindward’smission and core values, • Complete knowledge of not-for-profit administration and accounting practices, • Excellent skills in oral and written communications, • Strong understanding of employment law and practices, • Strong understanding of school administration, • Customer-oriented with great people skills, • Ability to work with and get along well with others., • Ability to balance multiple tasks and projects, and handle time deadlines. EDUCATION AND EXPERIENCE • Bachelor’s Degree in Accounting/Financerequired, • CPA or MBA desired, • 10+ years of related experience

Job Description As an Associate Financial Advisor, you'll serve as a conduit between client relationships and the firm. You'll be called upon to provide a wide range of sales, service, and relationship management support to our firm. Potential upside for correct applicant is tremendous. Firm has client relationships which would be shared with Associate Financial Advisor and cultivated/managed further. Upside potential via continued collective asset growth, new client acquisition, and external financial advisor recruiting. You are providing the highest level of customer service to sophisticated and valued clients. Through frequent communication and teamwork, you are a key player on the team as you directly support the Managing Partner’s efforts to increase and develop the business. Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Education and/or Experience • Industry experience, notably in client-facing and advice-giving roles, • At a minimum, a college/University degree, • Have passed regulatory exams, whether it be the FINRA Series 7, FINRA Series 65, FINRA Series 66 and/or industry designations such as the CFP or CPA Exams Description of Role This is a full-time role for an Associate Financial Advisor. The role will take on a Hybrid schedule, with in-office days occurring in Greenwich, CT. This associate will work closely with the Managing Partner and is ideal for someone who is passionate about investment management, retirement and investment planning and is a quick learner. Through that close partnership, the Associate will be responsible for most planning activities, some investment research, analysis, report preparation, and communication, for a select contingent of clients. This associate with have the support of Wealth Planning Associate(s) and administrative support. • Handling inbound calls and emails generated by a book of clients and collaborating on client communications, • Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning, • Partnering with the Managing Partner and implementing a structured client contact strategy and encouraging annual reviews, • Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings, • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client, • Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments, • Strong analytical skills with the ability to synthesize information, • Exceptional writing, interpersonal and client service skills, • Strong presentation skills; comfortable speaking in front of clients and potential clients, • Proven self-starter with the ability to think and work autonomously, • Effective prioritization capabilities, • Team player willing to help and learn from others, • Excellent written and verbal skills with careful attention to detail, • Strong industry, product, and branch procedures knowledge, • Detail oriented with superior organizational skills and ability to prioritize tasks, • Strong computer skills and knowledge of Microsoft Office products, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Goal oriented, self-motivated and results driven, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Qualifications • Previous experience in a wealth management or finance role is required. This is not an entry level position. Prior role is inclusive of a Client Associate / Client Service Associate role for the right candidate., • Being Registered (Series 7, Series 65 or Series 66). Relevant designations (e.g., CRPC, CFP) are similarly advantageous., • Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required., • Familiarity with planning software. eMoney or MoneyGuidePro being a significant plus., • Significant Interest in Finance, Financial Planning and Investment Management., • Strong Analytical Skills and Investment Knowledge., • Effective written and verbal communication skills & excellent organizational skills., • Demonstrates attention to detail and accuracy., • Ability to work independently and exercise discretion without immediate supervision at all times., • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment., • Proficient in Microsoft Office suite of products, • Ability to maintain a high level of confidentiality while being professional and poised What We Offer While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments. • Paid Holidays, • Paid Time Off (PTO), • Highly subsidized Health, Dental, and Vision Plans, • 401k Retirement Account with 6% Company Match Contributions, • Free Life Insurance, Long & Short-Term Disability Insurance, • Flexible Spending Accounts and Health Savings Accounts, if applicable, • Employee Team Building Activities At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws. Company DescriptionStelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.\r\n\r\nIt operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. \r\n\r\nStelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

Job Description Position Title: Bookkeeper/Accountant Supervisor(s): Chief Operating Officer and Chief Administrative Officer Employment Status: Full-Time Position Work Schedule: M-F: 9:30am to 5:00pm From time to time, this position may require mandatory overtime, with overtime pay. All overtime is subject to senior management’s prior notice and approval. 30 minutes for lunch break. Work from the Company’s primary office, located in Ardsley, NY. Work from home opportunities are limited, and approval is granted by management on a case-by-case basis. No business travel related to this position. Other benefits such as health insurance and paid PTO available after an initial probationary period. Salary Range: $65,000 to $80,000 annually, based upon experience and credentials. Position Summary: HMH Management Company LLC is an asset management company with a primary focus on the management of commercial and multi-family properties. Candidates will be responsible for bookkeeping and financial recordkeeping including, but not limited to, managing accounts receivables, accounts payables, and revenue and expense categorization and tracking. High emphasis on accuracy and attention to detail. Experience with, and strong knowledge of, QuickBooks Desktop and Online is mandatory. Candidates must have experience with double-entry accrual accounting and must have a strong working knowledge with Microsoft Excel and Microsoft Word applications. Essential Functions: • Responsible for various aspects of general ledger accounting (currently utilizing QuickBooks Online), • Post end-of-period accrual and reversing entries for accrued expenses and revenues., • Reconcile and record credit card batch processing activities with credit card statements., • Balance and reconcile bank statements for various business entities., • Mange and reconcile the Company’s petty cash account., • Enter vendor invoices and process vendor payments., • Maintain accounts receivable and accounts payable transactions and records., • Maintain, track, and report on established expense and income categories via QuickBooks Online account., • Maintain and track warranty and maintenance contracts involving appliances and equipment installed in the various operating properties managed by the Company., • Interact with vendors and service providers regarding invoicing or billing errors or inconsistencies., • Interact with tenants and customers regarding the reconciliation of rental payments and expense reimbursements., • Prepare P&L statements on a monthly and quarterly basis for each of the Company’s various business entities., • Prepare and compile annual financial statements including P&L statements and balance sheets for each of the company’s various business entities., • Create reports (using QuickBooks and/or Excel as requested by management) regarding any of the functions and work responsibilities described above., • Assist senior management and the Company’s outside accounting firm with information required for annual tax filings preparation and preparation of financial statements., • Assist with project economic projections & budgeting purposes., • Any other accounting related tasks that may be requested by senior management. Requirements: • Associate or bachelor's degree in accounting or financial record management., • General bookkeeping experience of at least five (5) years., • Strong proficiency and working knowledge in QuickBooks Online, Microsoft Excel and Microsoft Word Applications. Candidate will work with management to create projection models for certain Company’s activities. Ability to discreetly manage highly confidential materials., • Candidates are required to sign a non-disclosure agreement as a prerequisite to employment., • Strong organizational and analytical skills. Ability to manage processes and report findings and information in organized manner with modest/limited oversight from senior management.Company DescriptionHMH MANAGEMENT COMPANY, LLC. (“HMH”) is a real estate and asset management company located in southern Westchester County New York. HMH manages and operates multiple commercial and multi-family residential properties located in the New York metropolitan region.HMH MANAGEMENT COMPANY, LLC. (“HMH”) is a real estate and asset management company located in southern Westchester County New York. HMH manages and operates multiple commercial and multi-family residential properties located in the New York metropolitan region.

Job Description Procurement Analyst FP&A Hybrid - White Plains NY or Broomfield CO 6 months - potential to extend or convert to perm $43.92 - $48.79/hr Reporting to the Sr. Finance Manager – Procurement FP&A Our Finance team works with teams across the company to ensure Danone continues to grow. By joining our Finance team, you will anticipate and evaluate the financial impact of decisions and find the right way forward. We are currently looking to hire a Associate Finance Manager, Procurement FP&A based in either our White Plains, NY or Broomfield CO office. Reporting to the Sr. Finance Manager – Procurement FP&A, we are looking for a strong finance professional managing financial reporting and analysis for procurement finance function. This is the key strategy position within Procurement Finance team. Responsibilities: · You will provide analytical support on financial performance, supporting the procurement finance team in understanding and managing the performance of variance analysis on overall procurement finance for Danone North America, including direct Raw and Packaging Materials. Co-manufacturing and Milk. Your high-quality commentary will help communicate performance drivers and root causes of variance. · You will collaborate with other Procurement Finance, Supply Chain FP&A and SPOC teams to deliver various financial reporting requirements. · You will support the materials finance team in the Month-End close, Annual Operations Planning (AOP), Monthly forecasting and R&O, and standard setting processes from planning to reporting. · You will manage the month-end close and forecasting process of OMC, including but not limited to materials warehouse, freight costs, and waste. · You will assist new product and renovation set up process in Orsoft · You will assist in the building of our standard pricing and budgeting through analyzing pricing trends, forecasting inflation impacts and understanding productivity impacts. · You will perform cross-functional ad hoc requests to support business decisions making. · You will support the process improvement and digitalization journey of Procurement Finance team, to drive value adding analytics in PBI About You: · You have a bachelor’s degree in accounting or related field. · You have a minimum of 3-5 years working in finance or accounting, previous CPG Supply Chain Finance or Cost accounting experience preferred. · You have experience with COGS accounting and variance analysis. · You think systematically, have expert analytical skills and can deal with big data sets. · You have expert Excel skills, with the proven ability to produce high end work products suitable for analysis. SAP, Tagetik and PBI experience a plus. · You can manage high complexity, numerous projects and can set proper priorities. · You can work well on a team. · You can work well cross-functionally, helping to explain financial concepts to non-finance professionals.

Senior Associate, Accounting and CFO Services. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Job Opportunity and Responsibilities: Stable Rock is seeking a highly collaborative, skille

Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards. Our Firm is interested in hiring accounting and finance professionals Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Manage

The Associate Manager, Corporate Accounting is a key contributor within the accounting organization, responsible for overseeing core accounting activities. Possess in-depth accounting knowledge gained through a mix of public accounting and hands-on corporate accounting experience. In addition, the A

Review and approve accounting for loan originations, purchases, sales, and paydowns, including trade date vs. Minimum of a Bachelor's Degree in Accounting or related field;. Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;.

Managed Services Senior Associate. As part of the Managed Services team you will lead the delivery of outsourced accounting and reporting services for family office clients. As a Senior Associate, you will analyze complex problems, mentor junior team members, and maintain elevated standards while bu

Cross-Functional Collaboration: Collaborate with other departments, such as procurement, treasury, and accounting, to resolve issues and improve processes related to accounts payable.

Staff Accountant (Public Accounting or Manufacturing Exp Req) – Hybrid Responsibilities. Assist management with tax compliance and accounting administration. Recommend internal controls to enhance the accuracy and efficiency of accounting practices.

Knowledge in Trade Finance & Working Capital and the commercial, accounting and legal aspects of our products.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

The Associate Supports the distribution and execution of Investment Grade credit products to a broad institutional client base, including asset managers, insurance companies, and financial institutions within.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, distribution centers, store support center or with our private fleet team, we are proud to provide a wide range

We are committed to a discrimination-free workplace where associates are treated with respect and dignity.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

The Sales Associate is responsible for driving sales while ensuring each customer has an exciting and enjoyable experience. The Sales Associate bring a positive attitude and service mentality to every interaction in an effort to delight the MadRag shopper.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Responsible for the payroll process, including upload of the payroll journal entry under the direction of the Accounting Manager, working closely with the HR Manager. Responsible for credit cards coding, receipt tracking, as needed working in conjunction with the accounting/finance manager.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The Sales Associate will model and maintain excellent customer service with effective communication, product knowledge, and appropriate selling techniques. The Sales Associa

With the intrinsic sustainability, quality and timeless elegance of our designs, our continued success comes as no surprise.With standalone stores, concessions and franchise operations in over 230 locations internationally, as well as online and our app, our presence as a leading luxury brand is wel

Overview: As a Store Sales Associate Lead, you will play a crucial role in ensuring the smooth operation of our retail store. You will be responsible for leading a team of sales associates, providing exceptional customer service, and driving sales to achieve store targets. Team Leadership: - Supervi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year.

Important Disclaimer Notice: The above statements are only intended to represent the essential job functions and general nature of the work being performed and are not exhaustive of the tasks that an Associate may be required to perform. The employer reserves the right to revise this job description

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, distribution centers, store support center or with our private fleet team, we are proud to provide a wide range

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral bonuses.