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

The Opportunity This is an exciting opportunity for a highly motivated and collaborative risk professional with strong quantitative and development expertise to join the Credit Risk Management team within the Capital and Investment Risk Management team and the broader Enterprise Risk Management division. As a quantitative risk developer within the Capital & Investment Risk Management team, you will be responsible for leading quantitative model implementation, development, and analysis. The ideal candidate will join a quant team to enhance Enterprise Risk Management (ERM)’s analytical and reporting capabilities, by expanding the use of existing models as well as designing and developing new tools and risk frameworks. You will work with capital, credit, market and portfolio risk teams, and ERM more broadly. This is an excellent opportunity to collaborate with risk, investment and finance, and enterprise technology (including data science) teams. The Team The Capital & Investment Risk team brings together a diverse team of experts across capital markets, risk management, actuarial, and quantitative disciplines that works together to deliver analysis and recommendations related to the management of credit, market, liquidity and capital risk, consistent with the enterprise risk appetite framework for which the team is also responsible. The team continues to be successful in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. The Impact * In this role, you will play a critical part in ensuring company’s credit risks are effectively identified, measured and mitigated, by bringing your deep analytical expertise and strong understanding of credit risk/ investment risk modeling, data and infrastructure. * Your work will help shape robust, data-driven decision-making across risk and investment areas and influence MassMutual’s evolving business strategy and operating environment. * You will partner with your peers in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. * There is a strong emphasis on innovation, with growing opportunity to apply AI-driven techniques and scalable data solutions to drive more forward-looking, efficient risk analytics that embrace emerging technologies. * The key to success in this role is a sharp analytical mindset, the ability to translate complex risk metrics into actionable insights, and a strong partnership approach with stakeholders across risk, investment management, finance, and technology. Notable responsibilities include: * Implement, develop and enhance ERM’s analytical capabilities related to credit/market risk across a wide range of fixed income asset classes * Building on MassMutual’s current approach, assist in developing and syndicating a comprehensive framework for measuring portfolio credit & market risk, that considers different accounting and capital regimes, including asset and liability impacts, with a particular emphasis on economic capital * Automate and expand the use of Moody’s credit risk tools in place today and build risk- reward framework * Use of Python/ SQL. Also, use of spreadsheets and VBA to prototype and analyze data including data investigation/cleanup * Strengthen ERM’s use and development of tools and analytics to support derivatives counterparty risk, portfolio concentration risk & stress testing capabilities * Mentor junior quantitative analysts * Scope and implement modeling, including building out requirements where not yet fully defined or understood. * The right candidate will be agile, accountable and resilient in driving initiatives and the results The Minimum Qualifications * Bachelors degree in Computer Science, Financial Engineering, Mathematics, Physics, Engineering or similar quantitative discipline * Minimum 8 years of relevant work experience with 5 years in investment (credit/market) quantitative risk analytics OR 5 years of relevant work experience in investment (credit/ market) quantitative risk analytics combined with graduate studies * 5+ years of experience with expertise in Python, SQL and development skills in object-oriented programing * 5+ years of experience with strong quantitative model development & implementation skills and ability to validate/understand and explain analytical results * 5+ years of experience in quantitative risk modeling across a wide range of asset classes * 3+ years of experience with ability to engage with operational work in production environment with IT developers/solution architects in maintaining infrastructure * 5+ years of experience with quantitative and programming skills in a hands-on setting to deliver new functionality The Ideal Qualifications * 7+ years of relevant work experience in investment (credit/market) quantitative risk analytics is desirable * Advanced degree in Computer Science, Financial Engineering, Mathematics, Physics, Engineering or similar quantitative discipline is preferred * Knowledge and experience working with derivatives and hedging risk management * Experience in using Moody’s Analytics credit risk tools is desirable. * Experience in CECL compliant portfolio credit models * Experience applying machine learning techniques in the financial industry is desirable * Software development using GitHub and Docker, adhering to enterprise standards and best practices ensuring models are validated and governed * Previous experience working on liability-driven investing projects within an insurance company is desirable What to Expect as Part of MassMutual and the Team * Regular meetings with the Quantitative teams within ERM, Investment management & ETX project teams * 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 string and stable ethical business with industry leading pay and benefits #LI-ST1 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.

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

Audit Manager - Global Payment Network Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit’s vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Inspired by our colleagues, we are risk identifiers, challengers, influencers, and transformational leaders who drive impactful work for the enterprise. Capital One is seeking an energetic, self-motivated Audit Manager interested in becoming part of our Audit team, with a specific focus on the global payments network, all associated platforms, technologies, and related operations such as(e.g., credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking a candidate that has demonstrated knowledge of payments network operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. Responsibilities include: * Plan, perform, and lead large/complex audits at the enterprise level as well as other diverse lines of business and specialty areas. * Perform risk assessments of business activities, potential exposures and materiality of loss. * Design and perform audit procedures, including identifying and defining issues, reviewing and analyzing evidence, and documenting processes. * Leverage available data and analytical tools during the planning, fieldwork, and reporting phases of audit delivery. * Effectively review and compile relevant, material findings and recommendations into readable and concise audit reports. * Communicate the results of audit projects to management via written reports and compelling oral presentations. * Provide significant input into the development of the annual audit plan. * Design and execute internal control testing for standardized operations of moderate complexity with more than one component, including finance, IT, compliance, credit, security. * Provide risk management advice and counsel to business leadership on best practices. * Establish and maintain good working relationships with line management and auditees during engagements. * Manage audit work and project resources during audit engagements, providing feedback on work performed to junior auditors, as appropriate. Here’s what we’re looking for in an ideal teammate: * You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. * You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit’s value proposition. * You’re a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. * You’re a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. * You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Basic Qualifications: * Bachelor’s Degree or military experience * At least 5 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry Preferred Qualifications: * Bachelor’s Degree in Information Systems, Accounting, Finance, Economics, or Business Administration * 3+ years of experience leading audits and performing the auditor-in-charge role * 2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments * 2+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations * 2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience * Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Chicago, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis McLean, VA: $158,400 - $180,800 for Manager, Cyber Risk & Analysis New York, NY: $172,800 - $197,200 for Manager, Cyber Risk & Analysis Plano, TX: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Richmond, VA: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Riverwoods, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Director, Audit- Global Payment Network Overview: Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit’s vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Inspired by our colleagues, we are risk identifiers, challengers, influencers, and transformational leaders who drive impactful work for the enterprise. We are seeking an energetic, self-motivated Director interested in becoming part of our Audit team, with a specific focus on global payment network, their associated platforms, technologies, and related operations such as credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking an experienced candidate that has demonstrated knowledge of payment network technology, operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. Responsibilities: * Develop the strategic coverage approach for the relevant audit universe, including proactive monitoring for changing risks and necessary coverage approach changes. Lead continuous monitoring activities and updates to risk assessments, audit universe, and audit plan for relevant entities. * Establish and maintain good relationships with key business leaders and audit partners. Leverage specialized knowledge and skills, providing management with insight into their area of subject-matter focus, building trust and mutual respect. Effectively represent internal audit at management meetings, internal forums, regulatory update meetings as well as to external organizations. * Identify emerging risks and trends in areas of focus related to global payments networks and take opportunities to present them to internal and stakeholder management. * Direct audits and project audits across the portfolio, including supervising audit teams and engagement managers, and coordinating with support Audit specialist teams. * Review engagement planning documentation and audit programs to ensure adequate coverage of risk and sufficient rationale for audit scope. Maintains close control over budget, schedule and quality. * Effectively review and compile relevant, material findings and recommendations into readable and concise audit reports. Communicate complex results and implications, incorporating different perspectives into deliverables. * Assess relevance of audit findings, potential exposures, materiality, improving or deteriorating trends, and demonstrate awareness of big picture issues. Interpret business priorities, anticipate issues and obstacles, and apply to scope of role. * Provide timely feedback, on-the-job training and coaching to audit staff and direct reports. Help team members grow their careers. Maintain an open, inclusive and trusting team environment. * Participate in due diligence projects on behalf of Audit as well as lead Initial Control Reviews resulting from signed due diligence deals for the business. * Deliver appropriate, succinct and organized information, tailoring communication style to audience. * Manage timely and quality delivery of multiple tasks, including audits, projects, issue and regulatory commitment follow up, special assignments, and administrative activities. Self-prioritize and independently complete multiple tasks across the team and department. Demonstrate the ability to successfully meet deadlines. Here’s what we’re looking for in an ideal leader: * You are a critical thinker who seeks to understand the business and its control environment. * Solid people leadership experience: Ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. * You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One’s governance, risk management, and internal control processes. * You possess a relentless focus on quality and timeliness. * You prioritize achievement of the team’s collective goals. * You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. * You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit’s value proposition. * You’re a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. * You’re a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. * You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Travel Expectations: The associate will be expected to travel an average of 10-15% of the time. This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Basic Qualifications: * Bachelor’s Degree or military experience * At least 10 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry * At least 5 years of people management experience * At least 3 years of experience managing audit engagements Preferred Qualifications: * Master’s Degree in Information Systems, Accounting, Finance, Economics, or Business Administration * 5+ years of experience leading audits and performing the auditor-in-charge role * 5+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations * 2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments. * 2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience. * Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $239,900 - $273,800 for Director, Cyber Technical Chicago, IL: $239,900 - $273,800 for Director, Cyber Technical McLean, VA: $263,900 - $301,200 for Director, Cyber Technical New York, NY: $287,800 - $328,500 for Director, Cyber Technical Plano, TX: $239,900 - $273,800 for Director, Cyber Technical Richmond, VA: $239,900 - $273,800 for Director, Cyber Technical Riverwoods, IL: $239,900 - $273,800 for Director, Cyber Technical Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Principal Auditor (Experienced Senior Auditor), Global Payment Network (Hybrid) Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit’s vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Inspired by our colleagues, we are risk identifiers, challengers, influencers, and transformational leaders who drive impactful work for the enterprise. Capital One is seeking an energetic, self-motivated Principal Auditor interested in becoming part of our Audit team, with a specific focus on the Capital One’s Global Payment Network, platforms, technologies, and related operations (e.g., credit/debit processing, digital payments, acquiring, servicing domestic/abroad, settlement operations). We are seeking a candidate that has demonstrated knowledge of payments network operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. This role will be hired as a Capital One associate with a near-term focus on audit execution and delivery for Discover Financial Services as part of our integration effort. Responsibilities include: * Plan, perform, and lead large/complex audits at the enterprise level as well as other diverse lines of business and specialty areas. * Perform risk assessments of business activities, potential exposures and materiality of loss. * Design and perform audit procedures, including identifying and defining issues, reviewing and analyzing evidence, and documenting processes. * Leverage available data and analytical tools during the planning, fieldwork, and reporting phases of audit delivery. * Effectively review and compile relevant, material findings and recommendations into readable and concise audit reports. * Communicate the results of audit projects to management via written reports and compelling oral presentations. * Provide significant input into the development of the annual audit plan. * Design and execute internal control testing for standardized operations of moderate complexity with more than one component, including finance, IT, compliance, credit, security. * Provide risk management advice and counsel to business leadership on best practices. * Establish and maintain good working relationships with line management and auditees during engagements. * Manage audit work and project resources during audit engagements, providing feedback on work performed to junior auditors, as appropriate. Here’s what we’re looking for in an ideal teammate: * You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. * You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit’s value proposition. * You’re a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. * You’re a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. * You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Travel Expectations: The associate will be expected to travel an average of 10-15% of the time. Basic Qualifications: * Bachelor’s Degree or military experience * At least 3 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination * At least 3 years of experience in global payment network operations and banking or financial services, or a combination Preferred Qualifications: * Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or Information Systems * 2+ years of experience leading audits and performing the auditor-in-charge role * Professional certification such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), or Certified Risk Manager (CRM) * 1+ years of experience performing data analysis in support of internal auditing At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Chicago, IL: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis McLean, VA: $127,500 - $145,500 for Prin Assoc, Cyber Risk & Analysis New York, NY: $139,100 - $158,700 for Prin Assoc, Cyber Risk & Analysis Plano, TX: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Riverwoods, IL: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Tech Audit Manager - Global Payment Network Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. We are seeking an energetic, self-motivated Manager interested in becoming part of our Audit team, with a specific focus on assessing core technology and cybersecurity risks associated with global payment networks, their associated platforms, technologies, and related operations such as credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking an experienced candidate that has demonstrated knowledge of payment network technology, operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. Responsibilities: * Execute major components of audits, including critical technology functions, technology infrastructure and resiliency, emerging technology, cybersecurity, risk management, application, and third-party management, as well as lead small to medium size audits. * Perform risk assessments of technology and cybersecurity areas that support the global payments network business unit, design and execute audit procedures to verify the effectiveness of existing controls, identify and define issues, review and analyze evidence, and document auditee processes and procedures. * Understand the broader context and implications (e.g., financial, legal, reputational, etc.) of the various types of risk affecting the business and critical technology functions . * Establish and maintain good client relations during engagements. Communicate or assist in communicating the results of some audit projects to management via written reports and oral presentations. * Review and provide feedback on audit workpapers to achieve clear, organized and complete documentation to support work performed. * Self prioritize and effectively plan own work activities managing multiple priorities and tasks across the team to deliver quality results. * Coordinate with others and proactively take on additional work. * Deliver appropriate, succinct and organized information, tailoring communication style to audience. * Effectively communicate information, issues and audit progress to teammates and audit leaders. * Perform various aspects of engagement administration, including hours and budget tracking. * Provide periodic on-the-job coaching and direct supervision over less experienced associates. Ideal Teammate: * You are a critical thinker who seeks to understand the business and its control environment. * You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One’s governance, risk management, and internal control processes. * You possess a relentless focus on quality and timeliness. * You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. * You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit’s value proposition. * You’re a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. * You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. * You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Basic Qualifications: * Bachelor’s Degree or military experience * At least 5 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry Preferred Qualifications: * Bachelor’s Degree in Information Systems, Accounting, Finance, Economics, or Business Administration * 3+ years of experience leading audits and performing the auditor-in-charge role * 2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments * 2+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations * 2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience * Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Chicago, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis McLean, VA: $158,400 - $180,800 for Manager, Cyber Risk & Analysis New York, NY: $172,800 - $197,200 for Manager, Cyber Risk & Analysis Plano, TX: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Richmond, VA: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Riverwoods, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job Description Company Summary Constellation Brands is a leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love, pushing boundaries to think beyond today because we believe that elevating human connections is Worth Reaching For. Our Wine & Spirits Division strives to lead the high-end market with a world-class portfolio of premium and fine wines and craft spirits that reflect authenticity, passion, and uncompromising standards—from soil to glass. Our success is powered by a high-performing, entrepreneurial team that moves with agility, works collaboratively, and is driven to win while growing their careers in a dynamic, rewarding environment. Position Summary The DTC Sales Specialist plays a vital role in executing direct-to-consumer (DTC) brand events and campaigns for Constellation Brands' Wine & Spirits Division. This position focuses on managing relationships with high-net-worth clients to drive direct sales through personalized engagement and tailored offerings. The Associate will be instrumental in enhancing brand visibility and integrating the DTC team into overall brand experience programs, with a strong emphasis on achieving measurable sales outcomes at each event. This position will be accountable to assigned regions and brands, ensuring clear ownership and responsibility for driving sales and managing relationships within their designated territories or segments. Responsibilities • Revenue Generation: Establish business for recurring revenue, negotiating agreements that ensure ongoing participation in DTC events. Explore partnerships with luxury brands and venues to enhance event offerings and create a scalable model that can be replicated nationwide. Quantify sales goals for each partnership and track performance., • Client Relationship Management: Continue to build and nurture relationships with high-net-worth clients and develop private client sales alongside corporate accounts. Focus on personalized services, exclusive wine selections, and private tasting experiences, leveraging data analytics to understand client preferences and drive sales., • Event Strategy Development: Create and implement a DTC strategy playbook for in-market events that drive direct sales and build long-term client relationships. This includes outlining best practices, target demographics, sales tactics, and customer engagement strategies based on market research and customer feedback. Ensure each event has clear sales targets and strategies to achieve them., • Event Coordination: Plan and execute a calendar of experiential events, including private client and wine club-focused events that align with winemaker, distiller, and ambassador travel, as well as collaborative events with US wholesale partners. Each event should have specific sales targets and strategies to achieve them., • Collaboration with Internal Teams: Work closely with various internal stakeholders—Brand, e-Commerce, Sponsorships, Legal, Procurement, Operations, and Sales—to ensure alignment with short- and long-term business goals. Maintain clear communication regarding DTC programming, timelines, and KPIs, with a focus on sales performance., • Sales Performance Tracking: Achieve sales KPIs focused on year-over-year growth. Monitor and evaluate the effectiveness of promotional DTC programs through sales impact analysis and post-event feedback. Provide detailed sales reports and insights to inform future strategies., • Budget Management: Maintain and track budgets related to events, including invoice processing and internal reporting, to ensure financial objectives are met. Ensure that budget allocations are aligned with sales targets and outcomes., • Continuous Improvement: Foster a culture of strategic planning and teamwork to optimize brand experiences and drive sales performance. Provide recommendations to improve existing systems and programs, with a focus on enhancing sales effectiveness and achieving quantifiable results. Minimum Qualifications • Bachelor’s degree, • A minimum of 3+ years of experience in wine or spirits sales, hospitality, or luxury consumer goods, • Working knowledge of general accounting principles, budget management skills, and entry-level marketing strategies., • Excellent interpersonal, written, and oral communication skills, with a strong emphasis on customer service., • Initiative to learn and acquire new skills, along with a proactive approach to problem-solving., • Strong project management skills, with the ability to manage multiple priorities in a fast-paced environment., • Proficiency in Microsoft Excel, PowerPoint, and Word; comfortable adapting to additional software for marketing and creative design., • Willingness to travel up to 30%. Preferred Qualifications • Proven track record in high-end customer service or hospitality roles, with experience in personalized customer interactions and relationship building. Advanced knowledge of wine regions, varietals, and vintages, with certification from recognized wine education programs (e.g., WSET, Court of Master Sommeliers)., • Advanced knowledge of wine regions, varietals, and vintages, with certification from recognized wine education programs (e.g., WSET, Court of Master Sommeliers)., • Experience in sales, particularly in the wine or luxury goods industry, with knowledge of DTC sales strategies and e-commerce platforms., • Excellent verbal and written communication skills, with the ability to convey complex wine concepts in an engaging and accessible manner., • Familiarity with CRM software and other customer management tools, and proficiency in using online sales platforms and social media for customer engagement., • Strong organizational and multitasking abilities, with experience in managing wine inventory and logistics., • Genuine enthusiasm for wine and the wine industry, with active participation in wine-related events and communities., • Ability to handle customer inquiries and resolve issues efficiently, with creative thinking in curating personalized wine experiences for customers., • Established network within the wine industry, with the ability to leverage industry connections for customer benefit., • Alignment with the company's values and mission, with adaptability to the dynamic nature of the DTC wine market., • Takes direction and maintains a positive, can-do attitude in approach to work. Physical Requirements/Work Environment Must be at least 21 years of age. Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Lifting may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Location New York, New York Additional Locations Job Type Full time Job Area Marketing The salary range for this role is: $77,100.00 - $113,300.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Equal Opportunity Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).

Job Description Overview The Vice President of Investor Relations – Transfer Agency will play a key leadership role within the Alternative Investment Services (AIS) division, supporting the delivery of investor relations services to clients across hedge funds, private equity, and fund-of-funds. This position requires a strong background in investor relations operations, regulatory compliance, and alternative investment structures, with a focus on client service excellence, process optimization, and risk mitigation. Key Responsibilities • Serve as the primary contact for a portfolio of clients and their investors, managing all inquiries and ensuring timely, accurate resolution., • Build and maintain strong relationships with clients, investors, internal AIS teams, and cross-functional business partners., • Oversee transactional workflows including investor subscriptions, redemptions, transfers, and documentation review (including KYC/AML)., • Conduct completeness and quality assurance reviews of investor activity and fund changes., • Partner across the Investor Relations and AIS departments to ensure all processes align with internal risk management and compliance standards., • Support and execute system implementations, data migrations, and change management initiatives., • Contribute to re-engineering efforts to improve accuracy, efficiency, and scalability of investor relations operations., • Coach and mentor junior team members to support professional growth and team performance., • Collaborate with global offices to promote a “follow-the-sun” service model and maintain consistent standards of excellence., • Produce and analyze management information reports (MIS/KPIs) to support strategic decision-making., • Drive documentation of processes and ensure timely, effective delivery of services across departments. Qualifications • Bachelor’s degree preferred., • Extensive experience in alternative investment servicing, with expertise in investor relations, fund operations, and regulatory practices., • Strong technical knowledge of hedge fund operations, products, asset classes, and fund structures., • Proven success managing teams and delivering results within a matrixed organization., • Demonstrated ability to prioritize competing demands and meet deadlines with accuracy and attention to detail., • Sound understanding of the regulatory framework governing investment management and investor servicing., • Exceptional written and verbal communication skills; capable of interacting effectively with senior executives and clients., • Advanced proficiency in Microsoft Office (Word, Excel, Access, Visio, Outlook)., • Experience with SQL and project management software (e.g., MS Project) is advantageous., • Analytical Thinking: Identifies and solves complex problems through a systematic approach., • Operational Efficiency: Manages time and resources effectively; eliminates redundancies and streamlines workflows., • Leadership: Provides direction, feedback, and mentorship to foster team performance and accountability., • Execution: Sets clear goals, tracks progress, and ensures timely completion of deliverables., • Innovation: Identifies opportunities for process improvement and champions creative solutions., • Influence: Builds alignment and drives collaboration across teams and geographies., • Extended hours or weekend work may be required during peak cycles such as month-end, year-end, or new system implementations., • Flexibility is required to meet global operational needs.

Job Description The Sales Agent is responsible for the development of business opportunities with both current and new customers, gaining trust among clients by offering top-of-the-line service and operational excellence. DUTIES AND RESPONSIBILITIES: • Identify new Freight forwarding business opportunities for both perishables and dry cargo., • Attract and retain new clients., • Negotiate competitive rates according to market conditions and the best agreement for the company., • Investigate the market to be able to negotiate, for high seasons, spaces and rates in cargo with due anticipation within air transportation for import and export., • Maintain abreast and ensure timely response to customer requests., • Identifies and monitors rate changes, ensuring that they are notified to customers in a timely manner., • Identify and anticipate critical situations by establishing contingency, plans to present to direct manager., • Make decisions about critical load points analyzing the risks (cost benefit -time, cost, and quality)., • Coordinate and collaborate with other Prime Group team members to achieve global business results., • Work in a coordinated manner with the accounting and operational team., • Performs other duties as assigned., • This position may have to travel to various destinations in order to source and maintain clients as well as identify new markets and/or opportunities., • Must utilize, input, update, extract information from Sales Force. QUALIFICATIONS: • Knowledge and experience of the New York market., • Business or related degree., • 3 to 5 Years’ experience in a Freight forwarding sales role., • Computer skills required: proficiency in MS Office, Excel., • Ability to work independently and as part of a team., • Strong communication and people skills. Committed to customer satisfaction., • Excellent time management and organizational skills. Ability to multi-task and prioritize., • Strong attention to detail.

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

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

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

Job Description A global financial services company is seeking a Vice President – Investor Relations – Transfer Agency on a temporary-to-hire basis for their office in Brooklyn, NY. Location: Brooklyn, NY Duration: 8 months, Temporary-to-Hire You will be required to support day-to-day activities as well as providing thought leadership and change execution expertise to the IR team as a whole. Working within the IR team to support delivery of IR services to clients across AIS. You will be expected to plan your own and the team’s activities, where required, with a major focus on client service excellence, change management, optimizing work practices and risk mitigation. Position Responsibilities · Serve as a contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately · Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider organization · Review and drive the transactional workflow including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents · Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes · Partner within the IR department and across the broader AIS teams to ensure the completion of all end-to-end processes in line with company Management policies · Support and execute systems implementations / data migrations · Contribute to the re-engineering of the IR operating model · Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk · Assist in driving adoption of “follow-the-sun” service model · Support the identification of risk areas and the closure of remediation plans · Coach and support the development of junior staff · Contribute to the production of MIS/KPIs for the department · Work closely with colleagues in our global teams and on a cross-functional basis as required · Drive excellence in the documentation of processes and procedures · Work closely with other teams/departments to ensure the timely and effective delivery of services and to meet business objectives. · Performs other duties as assigned by team management Qualifications · Experience in the alternative investment servicing industry with experience in investor relations, regulatory practices and operations. Knowledge of technology used by IR · A strong technical knowledge of hedge funds from an operational perspective as well as an understanding of the products, asset classes and fund structures offered by asset managers is essential · Proven ability to be effective across a matrixed environment; proven ability to assist in implementing solutions and delivering against timeframes and budgets · Experience managing individuals with the proven ability to work with and motivate teams. This would include providing direction, coaching and effective feedback to team members · Proven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands · Must be able to demonstrate knowledge of the regulatory framework in which the industry operates · Sensitivity to regulatory as well as risk and control matters · Ability to develop and maintain client relationships · Possesses and displays excellent written and verbal communications skills; including experience conducting formal presentations to potential fund clients · Proven examples of effective decision-making skills when faced with multiple alternatives · Demonstrated ability to effectively interact and communicate with senior staff · Proven examples of self-motivation and experience working under limited supervision Job Requirements · Bachelors degree preferred · Extensive experience within a related role Computer skills and knowledge of hardware & software required · Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook (or similar email program) · Proficiency in SQL would be advantageous · Proficient in project management software such as MS Project would be advantageous · Strong knowledge and understanding of Hedge Fund Accounting/Investor Relations systems

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

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

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

Job Description Senior Retirement Analyst Overview: • The Senior Retirement Analyst will administer all retirement plans and select benefit programs, including: 401(k)/Savings Plan, Partners’ Cash Balance Retirement plan, Form 5500 filings, Health Savings Accounts and Flexible Spending Accounts administration. Will support the Director of Benefits & Compensation as needed. The Senior Retirement Analyst will maintain participant records in HRIS, reconcile bills, prepare bimonthly payroll input, handle plan distributions, and interact with auditors on all retirement plan matters. Responsibilities: • Retirement Plan: Process and reconcile employee payrolls and partner distributions and resolve any issues that arise with the payroll. Coordinate non-discrimination testing for all plans. Reconcile funding of quarterly retirement plan contributions, and annual 401(k) matching contributions with the record keeper. Update employee and partner contributions in HRIS. Interact with payroll vendor and retirement plan record keeper. Provide retirement plan participants with assistance when needed. Provide calendar year budget estimates for retirement plans. Provide new employees and partners with information on the 401(k) and HR-10 eligibility. Manage audit for defined contribution plans and prepare 5500’s for the same. Assist with communication of any plan changes Qualifications: Minimum of 3-5 years of experience in retirement plan administration ideally in a law firm or financial services or a plan administrator • Bachelor’s degree required, preferably with an emphasis on human resources or accounting., • Good oral & written communication skills., • Excellent mathematical aptitude., • Experience with HRIS systems; Workday a plus., • Strong Excel skills (ability to perform vlookups and create pivot tables)., • Ability to work well under pressure & handle multiple tasks., • Keeps abreast of any changes in retirement plan laws., • Ability to handle highly confidential and sensitive information., • Must be available to report to work on regularly scheduled days and at the scheduled hour.

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

Job DescriptionBookkeeper/Accountant Full Time: $50,212 to $66,300 Job DescriptionWorks primarily with accounts payable (AP) in computerized accounting system. This is not a remote job. Serves as backup to AR and will be cross trained in AR. Hours: 8:30am-5:30 pm M-F; Full time Responsibilities include: • Cutting purchase orders, • Matching vendor invoices with Pos, • Scanning vendor and posting/inputting into accounting software, • Running and monitoring AP Aging Report, • Maintaining accurate and timely payments of invoices, • Closing of Accounts Payable periods, • Scanning vendor invoices into archives, • Reconciling Vendor statements, • Preparing and assisting with special reports, • Monitoring busy email inbox and replying to emails Job RequirementsSuccessful candidate must have:(1) 3-5 years experience working in a bookkeeping, financial, or related role; (2) Very strong data entry skills;(3) Minimum AS Degree or higher in Accounting and/or Bookkeeping;(4) ABSOLUTELY MUST HAVE good reading, reading, and emailing skills to handle a very busy email inbox.(5) Prefer experience with Quickbooks, Sage MAS 90, and or Sage 100; (6) Very strong computer & excel skills;(7) Strong written and oral communication skills. (8) MUST have short commute to our location—prefer candidates who live in or near Jersey City NJ 07304(9) Tests will be given to candidates as part of the application process to determine knowledge of accounting, excel, and comfort with using computers Company DescriptionGet your career in gear with a growing manufacturer and distributor who plans to expand nationally. Clients are fortune 1000 companies, copy centers, and office supply stores. Products include equipment, repair services, office supplies, and customization and printing services. If you believe hard work translates into success, feel you can do the heavy lifting required of the published job, and want a long and prosperous career, then give us consideration Job Location430 Communipaw Avenue, Jersey City, NJ 07304

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

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

Job Description Express Employment Professionals is partnering with a well-established company located in Bronx, NY, to find a talented Junior Bookkeeper. This is an exciting opportunity for an experienced accounting professional to manage full-cycle accounting operations in a dynamic and growing organization. If you have a passion for financial accuracy, efficiency, and financial management, we encourage you to apply! Key Responsibilities: • Oversee full-cycle accounting operations, including Accounts Payable (A/P), Accounts Receivable (A/R), payroll, and financial reporting., • Prepare and maintain accurate financial records and detailed reports to support key business decisions., • Perform bank reconciliations and manage account reconciliations, ensuring accuracy, compliance, and timely processing., • Manage the general ledger, including month-end and year-end closings., • Ensure compliance with internal policies and external regulatory guidelines for financial transactions., • Prepare and file tax documents, including state and federal tax compliance., • Collaborate with external auditors and coordinate audits to ensure the company’s financial integrity., • Handle journal entries, accruals, and preparation of financial statements., • Assist in budgeting, forecasting, and cash flow management to ensure financial stability., • Proven experience as a Bookkeeper, Staff Accountant, or in a similar role managing full-cycle accounting., • Strong knowledge of GAAP accounting principles, financial reporting, and accounting standards., • Expertise in accounting software such as QuickBooks, Sage, Xero, or similar platforms., • Advanced proficiency in Excel, including pivot tables, VLOOKUP, and financial analysis., • Exceptional attention to detail, with the ability to analyze complex financial data and ensure accuracy., • Ability to handle confidential financial information with integrity and discretion., • Strong problem-solving, analytical thinking, and organizational skills., • Bachelor’s degree in Accounting, Finance, or a related field is a plus but not required., • Ability to thrive in a fast-paced environment, managing multiple priorities and meeting deadlines.

SR. AUDIT MANAGER- BSA/AML WHAT IS THE OPPORTUNITY?The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools. WHAT WILL YOU DO? • Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB), • Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations, • Support the Director of Audit AML BSA by helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases., • Assists with the development of audit budget estimates for respective area of focus, • Assists with the development of the annual risk assessment and audit plan, • Leads and performs continuous monitoring activities periodically for the area assigned, • Maintains ongoing relationships with management of auditable units, • Keeps informed of new services, products and events that have a significant business and technology impact, • Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned, • Tracks and manages audit resources to meet the audit budget and audit plan mandates, • Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals., • Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm., • Minimum 3 years' experience managing direct reports and demonstrated ability to develop peopleAdditional Qualifications, • CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable, • A thorough understanding of regulatory and compliance policies and procedures., • Possess expert understanding of internal audit methodology and principles., • Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions., • Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment., • Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas., • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB

Principal Auditor - Global Payment Network Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit’s vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Inspired by our colleagues, we are risk identifiers, challengers, influencers, and transformational leaders who drive impactful work for the enterprise. Capital One is seeking an energetic, self-motivated Principal Auditor interested in becoming part of our Audit team, with a specific focus on the Discover Financial Services global payments network, platforms, technologies, and related operations (e.g., credit/debit processing, digital payments, acquiring, servicing domestic/abroad, settlement operations). We are seeking a candidate that has demonstrated knowledge of payments network operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. This role will be hired as a Capital One associate with a near-term focus on audit execution and delivery for Discover Financial Services as part of our integration effort. Responsibilities include: * Plan, perform, and lead large/complex audits at the enterprise level as well as other diverse lines of business and specialty areas. * Perform risk assessments of business activities, potential exposures and materiality of loss. * Design and perform audit procedures, including identifying and defining issues, reviewing and analyzing evidence, and documenting processes. * Leverage available data and analytical tools during the planning, fieldwork, and reporting phases of audit delivery. * Effectively review and compile relevant, material findings and recommendations into readable and concise audit reports. * Communicate the results of audit projects to management via written reports and compelling oral presentations. * Provide significant input into the development of the annual audit plan. * Design and execute internal control testing for standardized operations of moderate complexity with more than one component, including finance, IT, compliance, credit, security. * Provide risk management advice and counsel to business leadership on best practices. * Establish and maintain good working relationships with line management and auditees during engagements. * Manage audit work and project resources during audit engagements, providing feedback on work performed to junior auditors, as appropriate. Here’s what we’re looking for in an ideal teammate: * You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. * You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit’s value proposition. * You’re a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. * You’re a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. * You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Travel Expectations: The associate will be expected to travel an average of 10-15% of the time. Basic Qualifications: * Bachelor’s Degree or military experience * At least 3 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination * At least 3 years of experience in global payment network operations and banking or financial services, or a combination Preferred Qualifications: * Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or Information Systems * 2+ years of experience leading audits and performing the auditor-in-charge role * Professional certification such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), or Certified Risk Manager (CRM) * 1+ years of experience performing data analysis in support of internal auditing At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Chicago, IL: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis McLean, VA: $127,500 - $145,500 for Prin Assoc, Cyber Risk & Analysis New York, NY: $139,100 - $158,700 for Prin Assoc, Cyber Risk & Analysis Plano, TX: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Richmond, VA: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Riverwoods, IL: $115,900 - $132,200 for Prin Assoc, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Job DescriptionBenefits/Perks • Organizational Skill: Ability to keep office spaces and information orderly., • Communication: Effective verbal and written communication are crucial., • Technology Proficiency: Knowledge of office software, such as Microsoft Office, Google Workspace. Spreadsheet., • Attention to Detail: A keen eye for detail to ensure nothing gets overlooked., • Multitasking: Ability to handle multiple tasks and prioritize effectively, • Excellent analytical thinking and problem-solving skillsQualifications, • Previous management skill is strongly desired, • Bachelors Degree

Job Description Director, Family Office Services New York, NY ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, the firm is looking for a Director, Family Offices Services to join the New York office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: • Provide strategic oversight for extended services for select portfolio of clients., • Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting., • Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents., • Manage and administer philanthropic giving for client., • Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures., • Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients., • Monitor and audit internal processes to ensure efficiency and compliance with required regulations., • Serve as main point of contact for auditing agencies., • Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings., • Manage and lead ad hoc projects as needed by clients. Requirements: • Bachelor’s Degree in Accounting or Finance., • 10 years’ experience providing UHNW client support with a financial institution, law firm, or family office., • CTFA or CPA preferred. JD welcomed, but not required., • Experience with Partnerships and LLC’s. Exposure to Trusts/Estates and Tax prep required., • Experience in multiple property management and employee oversight a plus., • Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role. Rewards: • Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments., • Tremendous long-term career opportunity with continued growth and professional development.

Job DescriptionDescription: ABOUT THE POSITION: The Grants Administrator at Urban Dove is a Senior Associate position who manages the Urban Dove public and private grants portfolio. The Grants Administrator will oversee the full grant lifecycle—from proposal development and submission to compliance, reporting, and closeout. This role requires strong organizational understanding of nonprofit grant funding, and the ability to manage multiple deadlines and stakeholders. The Grants Administrator works cross-functionally with program, finance, and development teams to support the organization’s fundraising and grant compliance efforts. ABOUT THE ORGANIZATION: The Central Office is the non-profit entity that manages the Urban Dove Charter Schools. The CMO provides a wide range of services–including back office functions, accounting, hiring, professional development, data analysis, public relations, advocacy, and more. The CMO is also responsible for providing support structures for the schools and ensuring proper replication of the model as the organization expands. CORE RESPONSIBILITIES: Grant Management & Administration • Maintain a comprehensive grants calendar including deadlines for applications, reports, renewals, and audits., • Prepare and submit timely and accurate grant proposals, reports, and supporting documentation., • Track grant awards, expenditures, and ensure compliance with funder requirements., • Monitor grant budgets and coordinate with finance to ensure accurate financial reporting and invoicing., • Ensure compliance with all federal, state, and private funding regulations and organizational policies., • Maintain accurate and organized grant files and records for audit and reporting purposes., • Collaborate with program staff to gather data and outcomes for narrative reports., • Research new grant opportunities that align with the organization's strategic priorities., • Maintain a pipeline of prospective funders and application deadlines., • Support development team in identifying and cultivating new grant opportunities.Requirements:, • Bachelor’s Degree required; advanced degree preferred., • Demonstrable success in securing substantial public grants., • Familiarity with grant budgeting, management, and funding cycles., • Self-motivated with the ability to work both independently and collaboratively in a dynamic setting., • Exceptional writing and communication skills., • Strategic and creative thinking capabilities., • Proficiency in handling multiple tasks within tight deadlines. OUR VISION: Urban Dove envisions a world where all children receive the high-quality education and support they need and deserve. Through education, they will acquire the critical skills needed to develop into economically, socially, and emotionally independent adults who are empowered to create a more just and equitable society for future generations. EEOC: Urban Dove provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Compensation details: 60000-66000 Yearly Salary PI2f94dcedc212-25405-38641705

Job Description Job Title: F&B Auditor Reports to: Regional Director, Finance Department: Accounting POSITION OVERVIEW: The F&B Auditor at the Pierre, New York, A Taj Hotel requires a highly analytical and detail-oriented individual who is responsible for managing the financial aspects of the food and beverage operations. The F&B Auditor will play a critical role in ensuring that the F&B outlets within the hotel are profitable and that the costs associated with food and beverage are tightly controlled. JOB FUNCTION, TASKS, and RESPONSIBILITIES: KEY RESPONSIBILITIES • Able to effectively control Food and Beverage Costs, • Control wastage, pilferage, and efficiency in the Food and Beverage outlets, • Responsible for maintaining the F&B outlets menus, pricing, consumption, and POS systems, • Check and verify all POS system functions including accurate menu pricing, voids, discounts, complimentary sales, staff meals and discounts, settlements,, • Tally all shift reports generated from all POS tills., • Responsible for daily and monthly F&B reports generation and distribution to management, • Check the daily Food and Beverage revenues report for the accuracy of covers and average checks., • Check the cost of sales in all F&B outlets and ensure that the costs are within budget., • Check the menu pricing on the POS systems and ensure the correct prices are loaded., • Check the restaurant and lounge checks daily., • Maintain the security of the information held by the department. QUALIFICATIONS and REQUIREMENTS: • Bachelor's degree in Accounting or Business Administration required, • Minimum of 3 years' experience in the same role in a luxury hospitality environment, • Excellent management and supervisory skills, • Good verbal and written communication skills., • Good analytics and reporting skills., • Experience with Accounting Systems, POS Systems, and cost and inventory systems., • Ability to multitask, and work in a fast-paced environment. PHYSICAL REQUIREMENTS NOTE: All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Position: *Prolonged periods sitting at a desk and working on a computer Force: * Must be able to lift up to 15 pounds at times JOB LOCATION: On-Site Only COMPENSATION: $33 - $36 hour The Pierre, A Taj Hotel provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Background with both finance and technical experience, with a degree in finance, accounting, information systems, mathematics, statistics, computer science, or another quantitative discipline. We are looking for a Data Scientist to join our Royalties & Revenue team within the Finance Data & Insights

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

Job Description Our client is a 200 billion AUM global asset manager based out of NYC. The Senior Associate, Client Operations position within the Client Service team is at the forefront of the operational client experience. The Senior Associate will work closely with Global Client Solutions and other members of the Client Service team globally to support the management of the end-to-end client experience. The Client Service team is responsible for providing proactive, client centric service to clients and their related parties ensuring that clients have a positive and seamless experience. The role will also provide support to internal stakeholders across the business in delivering client objectives. This role combines customer service with financial expertise, often acting as a bridge between the client and the technical aspects of investment operations. This role involves ensuring efficient processing of client requests and partnering with various internal teams to address client needs and resolve issues. Key responsibilities include: • Serve as primary point of contact for client inquiries related to operational activities, transactions (distributions, capital calls), reporting, account management, ensuring that client issues are addressed swiftly and effectively • Co-ordinate the flow of investor inquiries and responses with internal teams to deliver timely and accurate investor facing communications i.e., performance reporting, specific and customised ad hoc requests • Liaise with Client Service Reporting and other internal teams to ensure delivery of reporting needs; ability to address custom reporting needs in the region, if necessary • Regularly communicate with internal teams (Global Client Solutions, Risk & Compliance, Investment Accounting, etc.) to address client inquiries; proactively address and resolve any issues • Organize, manage, and monitor the team’s schedule and inbox to ensure the quality and timely service delivery of requests and query responses • Identify and implement process improvement opportunities to enhance operational efficiency and client satisfaction; contribute to projects and initiatives of the team and the wider business, as necessary EXPERIENCE • 8+ years’ experience within financial services/ asset management, with experience in Investor Relations or Client Service • Direct experience in a client-facing role is a plus, • Proven ability to champion the criticality of quality client outcomes to important internal stakeholders • Ability to develop strong working relationships with both internal and external stakeholder • Proven Project Management discipline highly advantageous, • Knowledge and experience related to Private Markets QUALIFICATIONS • Bachelor’s degree, • Tertiary qualifications in law, economics, finance or related field, commerce BUSINESS KNOWLEDGE • Strong knowledge of systems/databases containing institutional or investment data • Experience with pension funds or institutional investors and client servicing, • Knowledge of institutional investor needs, • Business acumen, financial metrics and key performance drivers TECHNICAL KNOWLEDGE • Ability to successfully communicate (written and verbal) technical financial and investment related content • Strong Financial knowledge, • In depth knowledge of Salesforce, • Understanding of current global regulatory environment and requirements, • Strong working knowledge of MS suite including excel, PowerPoint, Outlook, and Power BI OTHER • Service-minded and hard-working with a can-do attitude, • Able to juggle multiple, competing priorities, • Ambitious, assertive, helpful, motivated and entrepreneurial, with a desire to succeed

Lead Quant Credit Strategist Credit Research & Advanced Analytics New York, NY or Boston, MA The Opportunity As a strategist, you’ll be responsible for providing quantitative investment insights on MassMutual’s private credit investments, leveraging both third party tools and proprietary models. The role overtime will grow to even greater responsibility in shaping MassMutual’s investment allocation, products pricing, and ALM. The Team The immediate team is composed of quantitative developers and strategists with proclivity for solving both technical and business problems. The team is part of the larger R&D group within Investment Management overseeing the General Investment Account. The team is very hands-on and proactive about engaging new ideas and challenges. The Impact You will provide analytic and investment insights on the private credit book and other illiquid assets to influence portfolio managers' allocation decisions. You will drive value-add thought leadership to asset allocators and corporate stakeholders on quant credit and high-impact projects, enhancing and protecting net investment income. Collaborate closely with portfolio managers on deals, offering a quantitative view on risk and due diligence. Develop statistical models for risk assessment and asset performance forecasting, leverage alternative data for investment insights, quantify cashflow uncertainty on deals, develop a security master for private assets, and estimate spread duration and the value of embedded options on deals. The Minimum Qualifications • 10+ years working in financial services as a strategist, portfolio manager, or risk manager, • Bachelor’s in a technical field, • Deep knowledge of the private credit markets, including but not limited to middle market loans, portfolio funding, real estate, and ABS, • Experience working on private market deals as a stakeholder, • Capability in developing and applying statistical and econometric models, • Experience with working with imbalanced data, • Knowledge of accounting and regulatory regimes, • Excellent communication skills explaining complicated quantitative concepts to nontechnical stakeholders and influencing portfolio managers, • Experience in providing requirements to developers and managing project from development to production, • Python scripting proficiency and data visualization The Ideal Qualifications • Master’s degree in financial engineering, statistics, machine learning, econometrics or similar disciplines, • Experience structuring private ABS deals, • Knowledge of the CLO, public ABS, middle market loans, BSLs, and HY corporates, • Relevant certifications: CQF, CFA, ARPM, FRM, PRM, or CAIA, • Knowledge of Python’s analytic and statistical modeling package ecosystem, • Intex and/or other cashflow engines, • Commercial risk models What to Expect as Part of MassMutual and the Team • Regular meetings with 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-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 California Consumer Privacy Act Disclosures page.

Director, Investment Performance and Analytics Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA About the Corporate Controller Organization The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights, The Opportunity As a Director Investment Performance and Analytics in the Controllers Organization of Corporate Finance you will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. You will be the leader on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. You will thrive in a highly dynamic and agile accounting environment, where we are focused on both execution and improvement of outcomes. If you want to continue your career and lead part of a diverse team of highly motivated professionals who are focused on driving process improvement, meaningful analysis and control execution for insurance accounting activities, this role is for you! 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 As a Director Investment Performance and Analytics in our Investments Accounting area, you will help in the accurate, timely completion of monthly, quarterly and annual Net Investment Income analysis at CUSIP level, identifying trends of yields and performance of fixed income portfolio, including matrix for accounting close cycles for complex investment accounting by effectively planning, monitoring, and problem solving. You will contribute to the completion of the investment accounting of financial transactions ensuring accuracy and compliance with accounting regulations. This includes working with big data, visualization, analytics, presentation and oversight of yield and performance across all asset types including, fixed income, alternative investment and subsidiaries. Your daily/monthly responsibilities will include, but are not limited to the following: • Lead the team in developing comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into to variance., • Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results., • Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports., • Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers., • Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiates and/or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities. Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction. The Minimum Qualifications • Bachelor’s degree in Accounting, Finance or related field, • 8+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry The Ideal Qualifications • Prior exposure to investment accounting, fixed income data analytics and investment performance reporting and related investment matters a plus!, • CPA or CFA progress towards preferred, • Experience working on big data, logical analytics and ratio analysis and presentation in identifying internal control issues and remediation efforts., • Preferred experience working with and supporting several corporate units., • Preferred experience working with Python, SQL, C++, Power Bi, Tableau and other data analytics tools with strong root cause problem solving experience., • Ability to partner with and influence business leaders and peers in investment process resign and improvements., • Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, MicroStrategy, etc.)., • Intellectual curiosity to continue learning and adding breadth and depth to understanding. What to Expect as Part of MassMutual and the Team • Regular meetings with the Investment Controllership team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 California Consumer Privacy Act Disclosures page.

Job DescriptionBenefits: • Competitive salary, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Looking for someone to assist lead bookkeeper with QuickBooks entry and Payroll, • Must be able to come into office for scheduled days, • Can turn into full time if it is a good fit, • Submit payroll data into ADP, • MUST HAVE EXPERIENCE WITH QUICKBOOKS, • Previous accounting experience / knowledge is a big plus, • Degree in accounting big plus, • Experience working in small business a plus, • Previous experience working with ADP a plus

Job DescriptionBenefits: • Competitive salary, • Flexible schedule, • Competitive Compensation, • Paid Time Off Responsibilities • Enter financial data and transactions, • Verify the accuracy of transactions that have been entered, • Prepare trial balance, • Analyze budgets and other financial information, • Process accounts payable and accounts receivable, • Complete required tax formsQualifications, • Bachelors degree in accounting or a related field, • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills

Job Description Bookkeeper (AA) Associate in Accounting Required or higher Job Type: Part-Time Pay: $22.00 to $25.00 per hour Work Location: Staten Island NY 10304 - In person Job Description: The Bookkeeper is responsible for maintaining accurate financial records for the company. This includes recording financial transactions, reconciling accounts, and producing financial statements. This role requires attention to detail and familiarity with accounting software. • Nonprofit accounting experience (required) Key Responsibilities: • Record financial transactions and updating ledgers., • Reconcile bank statements and accounts., • Prepare financial reports and summaries., • Manage accounts payable and receivable., • Assist with budgeting and forecasting., • Ensure compliance with financial regulations and standards. Qualifications: • 2-4 years of work experience, • High school diploma or equivalent; associate degree in accounting preferred., • Reconciling Bank Accounts, Journal Entries, Full Charge Bookkeeping., • Proficiency in accounting software (e.g., QuickBooks, Xero)., • Strong attention to detail and accuracy. Peoples Path Inc. is proud to be an equal opportunity employer and does not discriminate based on race, color religion, sex national origin, age, disability, or any other characteristic protected by law.

Job DescriptionDescription: RIC Energy is seeking a motivated and talented individual to join our finance team. We aim to hire a professional bookkeeper to help manage the expanding demands of our growing US-based business. This position will report directly to the Accounting Manager while collaborating with our finance team at our headquarters in Madrid, Spain. Duties: • Record day-to-day financial transactions and complete posting process, • Reconcile bank accounts, credit card statements, and other financial accounts, • Process accounts payable and receivable, including invoicing and collections, • Maintain general ledger and assist with month-end and year-end close processes, • Ensure compliance with relevant laws and internal policies., • Support audits and provide documentation as needed., • Collaborate with accountants and other finance team members., • Month end and year end closing procedures, including G/L account analysis, • G/L adjusting entries, • Accounts payable and vendor relations, • Minimum of 5 years of combined accounting and finance experience, • Associate's degree or higher in accounting or business administration (preferred), • Experience with accounting software, preferably MRI, ProCore, SAGE, Timberline, Yardi, QuickBooks, JDEdwards, Netsuite • Extensive knowledge of Excel, Word, Outlook, • Excellent communication skills, both verbal and written, • Attention to detail and accuracy, • Self-starter, highly organized, and motivated, • Strong follow-up skills, • Ability to multi-task, • Team player, maintains professionalism at all times, • Works independently and takes initiative as necessary, • Bilingual Spanish/English is a significant advantage Benefits: • Medical Insurance with a company match HSA option, • Dental, Vision, Life insurance fully covered by company, • 401K Retirement plans with a 4% company match, • Generous PTO (18 vacation, & 5 sick days) with an additional 8 Holidays, • Employee Assistance Program, • Pre-taxed Commuter Benefits

Job DescriptionSalary: $27.47 - $28.47 Make a difference in the lives of New York Citys older adults, their families and the community. For over 60 years PSS has performed vital and important work through its ten senior centers, two apartment buildings and affiliated programs, the agency touches the lives of over 2,000 people a day. As the Bookkeeper for the PSS Finance Department, you will be responsible for completing various administrative and accounting functions for the department. The Bookkeepers role is vital in ensuring that there is efficient and timely completion of these duties to maximize the capacity and impact of each program in the community. This position reports to the Chief Finance Officer. RESPONSIBILITIES: The Bookkeeper/Administrative Support role is responsible for managing office inventory and providing assistance to the Finance Department with order processing and bookkeeping tasks. The responsibilities include but are not limited to: • Manage, update, and reconcile the purchase order spreadsheet to ensure accuracy and alignment with budget tracking., • Process online orders with Amazon and Home Depot and respond to any related inquiries or issues., • Review and enter vendor's invoices into the accounting software in a timely and accurate manner., • Work closely with Program Directors to resolve any discrepancies in submitted paperwork, • Maintain office inventory, including kitchen, cleaning, and general office supplies; ensure stock levels are adequate and replenished as needed., • Prepare check request, purchase order (PO) and EFT forms as required., • Enter invoices and process payments for utility bills, water delivery, phone services, and copier lease agreements., • Prepare deposit slips, make bank deposits, and process credit card payments accurately and in a timely manner., • File finance department documentation in accordance with organizational standards., • Open and date-stamp incoming mail to ensure proper routing and timely handling., • Prepare and mail office correspondence via FedEx or the Postal Service, ensuring timely and accurate delivery., • Other duties as assigned. QUALIFICATIONS AND EXPERIENCE: • Bachelors degree or Associate degree in Accounting (or related field)., • 1-3 years of accounts payable experience., • Strong verbal and written communications skills, including bringing forth questions or issues immediately to seek clarification, • Ability to perform bookkeeping duties accurately and efficiently with minimum supervision, • Experience in Microsoft Office and QuickBooks, • Self-driven, demonstrates initiative, and can multitask adapting to changing priorities, • Highly organized and detailed orientated, • Proven ability to maintain confidentiality., • Be a team player with the ability to interact with diverse individuals. EEOC and DEI Statement: At PSS we are committed to providing equal employment opportunities to all employees and applicants for employment regardless of race, color, religion, sex, national origin, age, disability, or any other legally protected status. We value diversity and strive to create an inclusive and respectful workplace where all individuals are welcomed, supported, and given the opportunity to thrive. EOE M/F/D/V

Investment Data Governance Analyst Investment Data Strategy & Governance Team Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are seeking a highly motivated and experienced Investment Data Governance Analyst who will be responsible for creating and maintaining end to end business lineage of our critical data (sub-domain and elements) and contribute to business data modelling while working with data stewards to drive catalog completeness and review. The data analyst will also be responsible for tracking and creating reports of key metrics for data governance. This role reports to the Head of Investment Data Strategy and Governance. The ideal candidate will have a good understanding of investment data requirements and understand the language of investment data. The candidate also should be comfortable working with data tools such as SQL and Python and be able to understand logic embedded in ETL tools such as Informatica and stored procedures. Experience working in businesses with a varied mix of investment types (public, private and structured) will be a major plus. The Team You will be a key member of the Investment Data Strategy and Governance team within Investment Management. We ensure that our strategy for sourcing, aggregating, distributing, and governing Investment data adequately meets the broad requirements of the business community and we are accountable for defining, communicating, and driving forward the data strategy for the investment ecosystem. We partner with teams across Investment Management, Enterprise Risk Management, Corporate Finance, Enterprise Technology, Corporate PMO, MassMutual affiliates and external third parties. The Impact The Investment Data Governance Analyst will have an impact in the following areas: Data Governance * Ensure that we have complete end to end lineage for critical data elements and sub domains. * Work with data owners and stewards to ensure that our list of critical data meets the needs of the business and lineage is created and validated for newly defined critical data elements. * Collaborate with stewards (people identified throughout our portfolio management teams, investment operations and accounting teams) to ensure that our data catalog is complete and accurate with data descriptions, usage rules and accuracy rules defined. * Data governance is a key function in a business that evolves constantly and holds information on complex investments. Your contribution in this area will ensure that our data is trusted, observable and usable by our partners and consumers. Data Strategy * Contribute to the business data model for the investment domains and sub domains based on the requirements of the businesses that we support. * You will contribute to the business data requirements and principles, and partner with Corporate Technology to deliver a next generation data platform for the business. * You will liaise with Data Owners identified within the business to stay up to date with their requirements and ensure that these are reflected withing the business data model. * You will be able to contribute to the future and evolving data needs of a dynamic business, bringing best practice experience and knowledge to bear. Communication * Manage interactions between operational and technology teams, communicating business needs into technical requirements with tech/data based on business needs. Metrics * Establish KPIs and track data governance adoption using tools and reports. * Track issues raised and their time to resolution. Min Qualifications * Bachelor’s degree * 3+ years as an Investment Data Product Analyst or similar role * 3+ years of experience in financial services, insurance, or related industry. * 3+ years of experience in understanding of Investment Data needs across a wide variety of instruments including public and private assets, bank loans etc. * 3+ years of proficiency in SQL and data manipulation tools (e.g., Python, R). Ideal Qualifications * Experience with data governance tools such as Collibra, Alation and Data360 * Data Modelling, Data Governance or Data Science training and certification * Experience with Eagle STAR, Eagle Pace and Eagle DataMart will be a plus * Strong understanding of financial instruments, investment management workflows, and data governance principles * Excellent communication and interpersonal skills, highly collaborative * Ability to manage multiple projects and prioritize tasks effectively. * Experience in project planning * Strong analytical and problem-solving skills * Knowledge of data modelling concepts * Experience with data quality tools, data lineage tracking, and metadata management. What to Expect as Part of MassMutual and the Team * Regular meetings with the Investments Data Strategy and Governance team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 Must be authorized to work in the United States without requiring sponsorship now or in the future; no immigration sponsorship for this position. #LI-FT1 #IMOPS 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 California Consumer Privacy Act Disclosures page.

Job Description Our Vision: To make New York City the global model for inclusive innovation and economic growth, fueled by the City's diverse people and businesses. Our Mission: Creating a vibrant, inclusive, and globally competitive economy for all New Yorkers. Internship Program Overview: Our 2026 Summer Internship Program is a paid 10-week internship program, scheduled to begin on June 8, 2026. Interns are expected to work full-time throughout the summer. Summer interns will join an intern class consisting of undergraduate and graduate students to work on exciting projects in one of EDC's many dynamic departments. Summer Interns will also participate in training programs, networking events, and other professional development opportunities over the course of the program. Department Overview: Accounting is the largest of the departments that make up the Finance Division. The Accounting Department manages the collection, transfer, investment, and disbursement of funds for NYCEDC and its related entities. It records financial transactions in various systems and then compiles and presents financial statements to Management, the Board of Directors, and other stakeholders in New York City and New York State. Intern Responsibilities: Reporting to an Assistant Vice President, the intern will perform various tasks while on rotation between the different pillars of the accounting department. Projects and tasks will vary depending on the needs of the department. • Financial Reporting, • Assist with year-end audit requests, • Assist with checking the clerical accuracy of the financial statements, • Accounts Payable, • Assist with year-end audit requests, • Support team with invoice review, accrual review and ad-hoc reporting, • Revenue, • Data entry for vouchering City reimbursable funds, • Cash Management, • Assist with cash application of tenant cash receipts, • Preferred field(s) of study: Accounting, • Must be enrolled in an undergraduate or graduate degree program; recent graduates are also encouraged to apply, • Demonstrated enthusiasm for the mission of NYCEDC, • Demonstrated written, verbal, and analytical skills, • Demonstrated experience in using database and presentation tools, including Excel, PowerPoint, and Word, • Detail-oriented and organized, with the ability to multi-task and manage deadlines, • Ability to work in collaborative, cross-functional teams, • Ability to work full-time, Monday-Friday 9AM-5PM and complete the entirety of the 10-week program Salary Range$20—$25 USD About Us: New York City Economic Development Corporation is a mission-driven, nonprofit organization that works for a vibrant, inclusive, and globally competitive economy for all New Yorkers. We take a comprehensive approach, through four main strategies: strengthen confidence in NYC as a great place to do business; grow innovative sectors, with a focus on equity; build neighborhoods as places to live, learn, work, and play; and deliver sustainable infrastructure for communities and the city's future economy. NYCEDC is committed to offering competitive benefits to support employee health, happiness, and work-life balance. We offer comprehensive benefits and unique perks to ensure NYCEDC employees flourish in their professional and personal lives: • Generous employer subsidized health insurance, • Medical, dental, and pharmacy plans, • Vision and hearing benefits, • Flexible spending accounts for healthcare and dependent care, • Short term and long-term disability coverage, • 100% employer covered life insurance and supplemental life insurance coverage, • Up to 25 vacation days, • Floating Holidays and Summer Fridays, • Parental leave - up to 20 paid weeks, • Retirement savings programs, • Company-paid 401(a) defined contribution plan, • 457(b) tax-advantaged retirement savings plan, • Tuition Reimbursement program, • Continuing education and professional development, • Public Service Loan Forgiveness (PSLF) eligible employer, • College savings plan, • Backup childcare, • Gym membership discounts, • A Calm.com membership for mindfulness and mental health support The New York City Economic Development Corporation is an Equal Opportunity Employer. Our Diversity, Equity, and Social Responsibility Mission is to create a People First strategy by attracting, retaining, and engaging a diverse and talented workforce. Like the city of New York, NYCEDC knows our strength comes from each of our connected parts, making the fabric of our organization better and stronger because of our unique employees' talents. For more information, visit our website at edc.nyc.

Job Description Job Summary We are seeking a talented Senior Bookkeeper to join our team in a part time role. In this role, you will work in the Accounting department to maintain accurate financial records and ensure the Non-Profit Organizations compliance with all legal requirements and aid in the smooth functioning of 3 Non-Profit Organizations. Responsibilities • Enter financial data and transactions, • Verify the accuracy of transactions that have been entered, • Maintaining General Ledger for 3 companies, • Creating and directing journal entries for 3 companies, • Process accounts payable and accounts receivable, • Payroll, Bank Reconciliation, • Work with Accountants/Consultants, Treasurer, President & CEOQualifications, • Bachelors degree in accounting or a related field, • Previous experience of at least 4 years as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Fund EZ, Microsoft Excel, Microsoft Word, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills, ability to function in a fast paced environment

Job Description Northern Architectural Systems (“NAS”) is a growth-minded, locally owned and operated company which is dedicated to servicing our customers. We offer high quality, energy-efficient fenestration and building facade solutions to meet the requirements of a demanding market, while remaining environmentally-friendly. Northern Architectural Systems has been recognized by INC Magazine on the list of the top 5000 Fastest Growing Private Companies in America and as one of the top 50 Fasted Growing Companies in New Jersey by NJBIZ Magazine. Overview: We are looking to fulfill our need for a Junior Bookkeeper at our Teterboro, NJ facility. This role is responsible for providing financial assistance for our Controller and accounting team. This individual will be accountable for the accuracy and efficiency of procedures, processing and examining incoming payments and the prompt resolution of payment discrepancies. The Junior Bookkeeper must possess exceptional communication and time-management skills while being results-driven. Essential Duties and Responsibilities (additional duties may be assigned): Accounts Receivable (Full Ownership) • Prepare customer invoices based on contract terms and PM-provided progress., • Submit invoices to customers with required backup (PM provides documentation)., • Track retention, partial payments, and short payments., • Light collections: send reminders, manage follow-up cadence., • Apply customer payments in QuickBooks., • Maintain AR aging and escalate issues timely., • Prepare and file monthly/quarterly sales tax returns., • Maintain tax exemption certificates for customers and projects., • Prepare and submit quarterly IFTA (International Fuel Tax Agreement) filings., • Reconcile fuel receipts and milage logs to IFTA filings., • Maintain organized digital records of all filings., • Maintain electronic and physical project files (contracts, COIs, tax certs, change orders, etc.)., • Track closeout documentation and coordinate with Project Managers (PMs) for missing items., • Track and file lien waivers., • Record and log operational change orders (PM identifies; Controller drives financial approval)., • Perform routine bank reconciliations (operational accounts)., • Prepare and record bank deposits., • Assist with credit card reconciliation (collect receipts and match statements)., • Prepare documentation packages for month-end close., • Reconcile AR-related accounts and tax liabilities., • Assist Controller with ad hoc reporting and administrative tasks., • Must have a minimum of a high school diploma. Associate Degree in Accounting or greater preferred, • 1 - 3+ years’ experience as an Accounts Receivable Clerk, Accounting Clerk or Junior Bookkeeper, • QuickBooks Enterprise experience a plus, • Must be proficient in math and enjoy working with numbers, • Must be discrete and experienced in handling confidential information, • Keen attention to detail, • Strong organizational and problem-solving skills, • Fluency in English, both written and verbal, displaying strong written and oral communications Full-time position Hourly Rate Range: $24.00 - $28.00 per hour (commensurate with experience) PTO (Paid Time Off) Medical, Dental and Vision benefits offered 401(k) Employee Training

Job Description Bookkeeper HQ – Supermarket and Express Locations Company Overview: Seasons Kosher Supermarket, the nation's largest kosher supermarket chain, is seeking a Bookkeeper to oversee the company's supermarket locations. The ideal candidate is a highly driven and strategic leader with extensive experience in supermarket management, financial oversight, and operational excellence. This role requires a proactive professional with a strong understanding of retail operations, supply chain management, and customer experience enhancement. Seasons Kosher Supermarket is committed to providing an exceptional kosher shopping experience that goes beyond convenience and selection. With a customer-centric approach, the company considers every customer, employee, and vendor as part of its extended family and strives to maintain the highest level of service and operational efficiency. Responsibilities: • Maintain accurate financial records, including sales, purchases, and expenses., • Review monthly vendor statements., • Process invoices, purchase orders, and vendor payments., • Track inventory costs and assist with shrinkage reporting., • Prepare weekly and monthly financial reports for management., • Assist with budgeting, forecasting, and year-end financial reviews., • Monitor and reconcile accounts receivable/payable., • Ensure compliance with tax laws and financial regulations., • Collaborate with auditors and external accountants as needed. Qualifications: • Proven experience as a bookkeeper or in a similar role, preferably in a retail or supermarket environment., • Proficiency in accounting software (NetSuite and Tipalti) and Microsoft Excel., • Strong understanding of bookkeeping and accounting principles., • High attention to detail and accuracy., • Good organizational and time management skills., • Associate’s degree in Accounting, Finance, or related field (Bachelor’s preferred).

Job DescriptionJoin MAX Surgical Specialty Management, an innovative leader in the healthcare industry, as we embark on an exhilarating journey of growth and expansion! We are seeking a motivated and dynamic individual to join our Finance Team as an Accounting Representative. What You'll Do: The Accounting Representative will be responsible for receiving, reviewing, and processing invoices received by the Finance Team. The successful candidate will be able to:-Monitor the Accounts Payable (AP) inbox and respond to questions-Process AP invoices-Complete applications and information requests sent to Finance-Review Finance mail for processing-Manage vendor relationships to ensure account information is accurate -Assist Senior Accountants with data requests-Assist CFO and Controller, as necessary-Perform any and all other duties as assigned What You'll Bring: -Associate’s degree, or equivalent training-1-3 years of previous Accounts Payable processing experience-Basic entry-level accounting knowledge required-Proficiency in Microsoft Office (Excel, Word, Outlook)-Self-starter-Experience using Sage Intacct and Bill.com preferred-Effective critical thinking, creativity, problem-solving, and decision-making skills-Excellent verbal and written communication and leadership skills-Must be detail-oriented and thorough with excellent organizational skills Perks of the Job: -Highly competitive salaries & annual performance and compensation reviews-Competitive health insurance and benefits, including medical, dental, vision, disability, and more-401k retirement savings plan that includes employer match-Generous Paid Time Off, sick leave, and paid holidays-Advance your career growth with opportunities in the most extensive growing oral surgery practice in the Northeast About MAX Surgical Specialty Management: Established in September 2022 as the Northeast region’s first oral and maxillofacial surgery-only specialty platform, MAX Surgical Specialty Management is a surgeon-led management services organization developed with clinical and surgeon autonomy at its core. Today, MAX supports surgeons across New Jersey, New York, Pennsylvania, Vermont and Connecticut, enabling practices to channel resources, skills and knowledge within the oral surgery specialty, leading industry advancements and delivering the highest standard of patient care. Surgeons have access to a curated network that allows them to collaborate with and work alongside a diverse pool of highly skilled peers who are leaders in their specialty. MAX safeguards surgeons’ independence while offering robust support systems, access to advanced technology and opportunities for financial growth. Integrity-driven. Patient-focused. Experience the difference at . MAX Surgical Specialty Management is an equal opportunity employer committed to providing fair employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic. We welcome diversity and encourage applicants from all backgrounds. Our inclusive environment values and empowers every employee to contribute to our mission. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Head of Strategic Expense Initiatives & Capabilities Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for leading our expense organization and will have primary responsibility advance expense management initiatives, capabilities and policies – including 3rd party benchmarking interpretation and analysis of results driving key actions and alignment. This leader will also pioneer innovation including expansion of GBS capabilities and building out AI/Gen AI digital analyst functionalities. In addition, this leader with partner closely with Procurement and Strategic Priorities and delivery. The ideal candidate will have experience in financial analysis and/or expense management as well as be fluent in life insurance, wealth management and annuity products. This individual should excel at working collaboratively and cross-functionally with both peers and leaders within and outside the finance function. Things move quickly and change quickly at MassMutual; this individual should be able to navigate ambiguity and mobilize teams and work at a nimble and fast pace. An ability to translate and distill complex financial issues into simple business context storylines while also providing the “so what.” The position will lead a small team, and ensure it is proactive and highly customer-centric. Development is at the core of a learning culture. The position will need to help guide all team members through their development. The team will need to research and drive education and adoption of expense benchmarking, partner with peers to establish and maintain unit cost frameworks to track and monitor progress. Manage the timing, accuracy and hands-on execution of deliverables. Ensure proper attribution of results with fact-based analysis guiding insights and decision support. The Impact The position is expected to: • Drive alignment on YoY top-down expense guidance and support business and functional partners in delivering, • Design intuitive, actionable expense performance analysis to create transparency and surface savings opportunities (incl. an external lens / benchmarking), • Enhanced reporting and deep analytics around overall expenses, headcount, pricing gaps, • New tools: HC scenario impacts, Global Business Solutions (GBS) net savings, scenario analysis around expense levers and pricing impacts – ongoing reporting & validation, • Potential for category-specific councils (software, travel, HC, 3P contractors, management consulting, etc.), • Establish unit cost transparency on ‘run the business’ spend – prioritizing technology and operations areas and ongoing reporting, • Partner with Actuarial to deepen understanding of pricing expense allowances vs. actuals and benchmarking gaps to create awareness and align ELT on multi-year aspiration and then surgical levers to achieve. Track and monitor delivery of multi-year aspiration., • Partner, influence and align capabilities and processes with Strategic Planning & Delivery (SP&D), PMO and Procurement 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 (validate growth and savings vs. avoidance) Pioneer innovation capabilities: • Partner with colleagues to “Raise the bar” on robust and enhanced analytics to guide decision support (historical trends, correlations, enhanced transparency on BAU vs. outliers, etc.), • Build Pilot Gen AI/agentic AI ad hoc analytics solution to support initial use case(s), • Stand-up our Global Business Solutions (GBS) support team in India to support SEM (executive presentations and analysis for SLT/ELT reviews/recommendations), • Assess technology tools and capabilities needs, design business requirements and secure funding The Minimum Qualifications • 10+ years of experience in senior finance roles with proven ability to work across a heavily matrixed organization to lead and influence 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 and Board of Directors, • Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting, • Master’s or Bachelor’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 client 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. Prior management consulting experience is also a preference. #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 California Consumer Privacy Act Disclosures page.

Job Description Job title: Bookkeeper - Payroll Analyst Reports to: Chief Financial Officer FLSA Status: Non-Exempt / Full Time Date Issued: December 2025 We’re looking for a Payroll Analyst who is detail-oriented and eager to make an impact. In this role, you’ll help ensure every employee is paid accurately and on time. You’ll support the day-to-day flow of payroll information, electronic timesheets, and work closely with HR and Finance, to keep our payroll cycle running smoothly. You’ll bring strong analytical and problem-solving skills, along with experience using ADP Workforce Now. You’ll take ownership of payroll accuracy and process, resolve issues, and help us work efficiently. This role is ideal for someone who is detail oriented and works as a team player, someone who can dive into data while also building trusted relationships across teams. If you’re looking for an opportunity to grow your career in payroll within a supportive, fast-paced environment, we’d love to hear from you. Main Functions • Ensure timely and accurate end-to-end payroll processing (bi-weekly)., • Assist with monthly, quarterly, and annual payroll reconciliations, • Maintain and document standard operating procedures for payroll processes, • Validate payroll controls and escalate discrepancies or exceptions to management, • Collaborating with HR, Benefits, Finance, • Provide excellent communication with employees on payroll policies, deductions, and tax queries, • Minimum of 3+ years of relevant payroll experience, • Knowledgeable in payroll tax compliance and NY state payroll processes, • Proficient in ADP Workforce Now, • Strong analytical, problem-solving, and reconciliation skills, • Strong Excel skills (VLOOKUP, pivot tables, formulas), • High integrity and ability to maintain confidentiality, • Proactive, adaptable, and hands-on with a strong work ethic and a “can-do” approach, • Diligent individual with a focus on automation and continual improvement, • Able to work independently and collaboratively within our fiscal, benefits and HR team Special Projects • As needed special projects assigned by Management. Employees may be required to carry out additional duties assigned by Supervisor. ADDITIONAL JOB FUNCTIONS: • Adheres to all policies and procedures, including those prescribed in the Highland Park CDC Employee Handbook., • Maintain confidentiality and do not disclose information learned through the course of the job with people other than those who need to know including employee information, financial information, client information, etc. COMPETENCIES: To perform the job successfully, an individual demonstrates the following competencies. • Customer Service Orientation: Manages difficult or emotional situations with internal and external stakeholders; Responds promptly to customer needs; Responds to requests for service and assistance. Maintains and communicates a positive “can do” attitude with internal and external stakeholders., • Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Uses reason when dealing with emotional topics., • Systems Thinking: Demonstrates an ability to (a) see how organizational systems (e.g., internal/external conditions, processes, people) interact and influence each other, and (b) how these systems create and contribute to specific issues (e.g., high voluntary turnover) and strengths (e.g., strong customer focus)., • Planning / Organization: Prioritizes and plans work activities; Uses time efficiently: Plans for additional resources; Develops realistic action plans. Leverages tools to manage workflow and reprioritizes accordingly., • Service and Teamwork - Understands the needs and wants of the organization, customers, co-workers and supervisors in order to provide accurate, complete and timely service and to further the mission, values and goals of the organization., • Oral Communication: Speaks clearly and persuasively in positive or negative situations; listens and gets clarification., • Written Communication: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information., • Ethics: Treats people with respect: Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Dependability: Follows instructions; Responds to management direction; Takes responsibility for own actions; Keeps commitments., • Initiative: Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. Minimum Required Education & Experience: • Associates Degree in Accounting or related field, • 1 to 3 years of specialized experience in Payroll Processing., • Preferred Education & Experience:, • Bachelor’s Degree in Accounting or related field, • 2 years related experience., • Computer Skills:, • Proficient in computer software programs (QB online, Word, Excel, Power Point, ADP, etc.), • Language skills:, • Excellent verbal and written communication skills. Reads and comprehends simple instructions, short correspondence, and memos; Writes simple correspondence; Presents information in one-on-one and small groups situations outside stakeholders, clients and other employees., • Bilingual is preferred GENERAL PHYSICAL REQUIRMENTS AND WORKING CONDITIONS: • GENERAL WORKING HOURS:, • Generally, this position is Monday through Friday., • WORKING FROM HOME:, • Most essential functions of this job cannot be completed working from home., • TRAVEL:, • May be required to travel about 5% of the time to purchase items or to attend a training or go to the post office as needed., • PHYSICAL REQUIREMENTS:, • The physical activity for the Accountant/Bookkeeper is:, • Climbing & Ambulating Stairs: Ascending or descending stairs and ramps using feet and legs and/or hands and arms. Body agility is emphasized. The amount of climbing required exceeds that required for ordinary locomotion., • Stopping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles., • Kneeling: Bending legs at knee to come to a rest on knee or knees., • Crouching: Bending the body downward and forward by bending leg and spine., • Reaching. Extending hand(s) and arm(s) in any direction., • Walking. Moving about on foot to accomplish tasks and has an ability to navigate from one location to another., • Standing: Remaining upright on the feet, particularly for sustained periods of time., • Lifting. Must raise objects from a lower to a higher position or move objects horizontally from position to-to-position., • Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Ability to use computer tablet to write reports, notes and document compliance with patrol stops., • Grasping: Applying pressure to an object with the fingers and palm., • Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly., • Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oral communication and making fine discriminations in sound., • Feeling. Must be able to perceive attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips. Assesses potential safety threats, such as exposure to chemicals and heat from malfunctioning equipment., • Physical requirements for the Bookkeeper-Payroll Analyst:, • Sedentary work: Exerting up to 10 pounds of force occasionally and / or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, with walking and standing required only occasionally., • The visual acuity requirements for the Bookkeeper-Payroll Analyst (including color, depth perception and field vision)., • Required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, viewing a computer terminal; extensive reading; visual inspection to determine the accuracy, neatness, and thoroughness of the work., • The Bookkeeper-Payroll Analyst will be subject to the following conditions in this position:, • The worker is subject to environmental conditions, protected from weather conditions but not necessarily from temperature changes. The physical demands described here are representative of those that must be met by an employee to successfully perform the Essential Functions. Reasonable accommodation may be made at an employee’s request. This Job Description is not intended, and should not be construed, to be an exhaustive list of all Job Functions, Competencies, Skills and Work Environment/Conditions associated with this job. It is meant to be an accurate reflection of principal job elements useful for recruiting and selecting employees, assigning work and evaluating performance. Additional responsibilities may be assigned, and management retains the right to change this Job Description at any time. Acceptance of this Job Description does not constitute an employment agreement or contract. The Company is an at-will employer and reserves the right to terminate employment for any reason or no reason, with or without notice to the employee. JOB DESCRIPTION ACKNOWLEDGEMENT AND ACCEPTANCE Employee Signature Date Supervisor’s Signature Date

Job Description At David Zwirner, we look to be an industry leader in our field, with our artists at the center of what we do. Our global exhibition program expands beyond our locations in New York, London, Los Angeles, Hong Kong, and Paris, representing seventy artists and estates. Home to innovative, singular, and pioneering exhibitions across a variety of media and genres. Active in both the primary and secondary markets, David Zwirner has helped foster the careers of some of the most influential artists today. Who will work well with us: • The ideal candidate is someone who is passionate and interested in the arts/larger creative arena or is eager to learn. Accounting Intern David Zwirner seeks a dynamic Accounting Intern at its HQ in Chelsea, NYC. This role will support the Finance team by working closely with all levels, gaining exposure to financial reporting, analysis and various accounting tasks, and reports to the Global Controller. Qualified candidates should be highly personable, organized, motivated, and responsible, with an interest in gaining experience in the daily operations of a contemporary art gallery. What you'll do: • Assist Accounting Manager with balance sheet reconciliations., • Support Accounts Payable with vendor statement reconciliations., • Help complete bank reconciliations., • Aid with document retrieval for year-end audit., • Support with credit card reconciliations., • Provide assistance to the Tax Manager with document retrieval for sales tax compliance., • Currently pursuing or recently completed a degree in accounting., • Basic understanding of accounting principles and financial reporting., • Proficiency in Microsoft Excel., • Strong analytical, organizational, and communication skills., • Attention to detail and a commitment to accuracy. Please submit a resume and cover letter. David Zwirner is an Equal Opportunity Employer. The Gallery is firmly committed to equal employment opportunities in all facets of its operations. The Gallery makes decisions concerning hiring and terms and conditions of employment without regard to any characteristic protected by applicable law. If you need assistance in applying to a role, you may reach out to . No calls or walk-ins will be considered for positions at David Zwirner.