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The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture * Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. * Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. * Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. * Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership * Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. * Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. * Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. * Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration * Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. * Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. * Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. * Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. * Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. * Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management * Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. * Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. * Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. * Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement * Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. * Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. * Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience * 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. * Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. * Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. * Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. * Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. * Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies * Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. * Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. * Expertise in designing data architecture, reconciliation, and control frameworks. * Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes * Visionary yet pragmatic leader who combines strategic insight with operational execution. * Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. * Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. * Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Investment Operations

Job Description Senior Accountant - Grants/Contracts & Budget Management Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually. About the Role The Senior Accountant - Grants/Contacts & Budget Management General Managing Business Admin. & Compliance Officer and is responsible and accountable for processing grants/contracts claims, tracking grant/contact revenues and expenses and ensuring proper and accurate coding of grant/contracts revenues and expenses. Key Responsibilities Works cooperatively with the financial team and departmental/program staff to ensure the sound management of contracts/grants, as well as pass-through grants/contracts projects. He or She is responsible for the accurate and timely input and posting of financial activities for grant/contracts, as well as pass through grant/contracts projects to the accounting system, the timely reconciliation of assigned bank accounts, the timely completion and submission of claims to funding agencies, the development of grants/contracts budgets, communicating with funding agencies and departmental/program staff, producing, updating, reviewing and maintaining reports for grants/contracts, pass-through grants/contracts projects, including claims, general ledger, trial balance, balance sheet, and income statement, as well as associated excel worksheets. Prepare and present reports -budget vs actual & variance with projections. Accounts Payable • Reviews and approves Grants/Contracts check requests for input to the Accounts Payable system and ensures that check requests are contract compliant including that:, • Invoices meet funding agency and the organization's compliance and internal control standards, are in good form, and are fully and properly documented., • Bids/quotes required by funding agencies and BSRC are attached, • Consulting contracts are current, • Check requests are properly authorized and approved, • If required, properly authorized purchase orders are attached, • Expenses are properly coded and classified, • Funding sources are properly and accurately identified, • Expenses are authorized under the funding source budget Payroll • Ensures that the payroll information for grants/contracts is accurate and in-line with budgeted allocations., • Ensures that payroll staff receives pertinent payroll allocation information on a timely basis and payroll expenses are properly recorded against the correct fund, department and grant project id., • Reviews the payroll register and makes necessary adjusting entries to ensure that payroll allocations are in-line with grant/contract budgets, • Meets with departmental/program managers and payroll staff to quickly resolve payroll issues. Cash Receipts • Reviews agency fund transmittal information on a monthly basis to ensure that cash receipts are properly coded and inputted to the correct fund, department and project/grant as well as the correct program year., • Meets with the Cash Receipts Manager and departmental/program managers to resolve any cash receipt issues., • Reviews the cash receipts system to ensure that cash receipts have been accurately recorded and ensures that mis postings and errors are immediately corrected., • Posts cash receipts journals Claims/Voucher/Billings • Prepares monthly contracts/grants claims in accordance with contract requirements and submits claims to funding agency on a timely basis, as required under the funding contract, • Interacts with the funding agencies to ensure that claims are accurate and in compliance, • Interact with external budget analysis and contract managers to seek guidance and firm up compliance, • Attend trainings and workshop or meetings as they relate to your grants and are recommended or required General Ledger Maintenance and Trial Balance Management • Assists with the General Ledger Maintenance and Trial Balance Management, as assigned, which may include:, • Planning and directing ledger accounting for grants/contracts, and pass-through projects, including timely and accurate general ledger, inter-company, inter-funds, and inter-program accounting and maintenance, as well as accounts payable, accounts receivable, and payroll processing that reflects proper and accurate account classification and treatment of accounting transactions., • Monitoring A/P reports, cash disbursement, cash receipts registers, and A/P suspense accounts, the prompt investigation and correction of questioned items, and the prompt clearance of open items for grants/contacts., • Monthly monitoring of the general ledgers of grants/contracts projects for accuracy of classification, and treatment of accounting transactions, and the prompt corrections of mis postings and misclassifications., • Reviewing journal entries for grants/contracts projects, to ensure they are properly and accurately coded., • Ensuring grants/contracts have balanced trial balance, where appropriate. Reconciliations, Closings and Annual Audits • Responsible for the monthly, quarterly, and annual review, reconciliation and closing processes, for grants/contracts projects and associated excel worksheets, and meeting established processing, and reconciliation deadlines. This includes reviewing general ledger accounts for reasonableness, investigating unusual transactions, ensuring mis postings are corrected, ensuring that complete transactions are posted in accordance with GAAP, and ensuring that required schedules are completed on a timely basis, in accordance with established contractual and organizational deadlines. Grants/Contracts Budget Development and Management • In collaboration with departmental/program managers, is responsible for developing grants/contracts budgets on a timely basis., • Responsible for coordinating with Funding Agencies and submitting grants/contracts budgets for approval on a timely basis., • Responsible for preparing grants/contracts budget amendments and modifications for submission to funding agencies on a timely basis and., • Performs timely and relevant grant/contracts budget variance analysis and investigations and makes recommendations for budgetary controls to Finance Management. Grants/Contracts Management and Compliance • Is the expert on contractual/grant requirements and ensures that departmental/program managers are aware of and operates within the guideline of contractual requirements., • Ensures that the financial activities of grants/contracts are consistent with contractual requirements. ·, • May participate in the development of internal controls, policies and procedures that meet the organization's contractual obligations. Contracts/Grants Financial and Grants Audits and Compliance • Participates as assigned in the financial audits and grants/contracts audits., • Ensures that grant/contract audit processes are completed on a timely basis, information is provided to the auditors on timely basis, and corrective action plans are developed and implemented on a timely basis., • Communicates with funding agency representatives on accounting matters and provides the funding agency representatives with requested accounting reports and information. Internal Controls and Compliance • Ensures that grants/contracts operate within the procedural and policy guideline of their contracts and the organization., • Participates in developing, implementing, and maintaining auditing guidelines, timelines, and corrective action plans to ensure compliance with the contractual and governmental obligations of grants/contracts, as well as the organization's audit and internal control objectives. Financial Reporting and Analysis, Fiscal Audits, A-133 Audits, Unaudited and Audited Financial Statements • As assigned, participates in the timely preparation of accurate, complete and reliable, monthly financial statements and accurate trial balances for grant/contracts., • As assigned, prepares timely and accurate schedules, unaudited and audited financial Statements, and notes to the financial statements, as necessary for contracts/grants., • As assigned, provides timely and accurate A-133 information and reports including Federal Awards Schedule, for contracts/grants. Other • Is crossed-trained on accounts payable, cash disbursements, procurement, accounts receivable, cash receipts, and payroll functions and is able to back up these functions., • Performs other accounting duties, as assigned. Process Improvement and Performance Management • Assists in developing and maintaining consistently structured accounting policies and procedures for assigned contracts/grants., • Participates in the continuous improvement in accounting processes, reviews, analysis, and investigations for contracts/grants, to enhance accuracy and efficiency in meeting established deadlines, providing accurate and reliable financial reports, and maintaining contractual compliance. What you bring to the role • Self-directed, solutions-oriented, multi-tasker, with strong communications and organizational skills. • Ability to work under pressure and tight deadlines and adept at managing peak work periods, and changing circumstances., • Tenacious in meeting deadlines and willingness to work late and on weekends, if necessary, to meet claims submission, bank reconciliation, reporting and audit deadline, • Ability to work collaboratively across departments/programs and be responsive to internal and external inquiries. Experience & Qualifications: • At least 5 years progressive senior level accounting experience in non-profit accounting, general ledger management and contract/grants management/accounting. • Accounting or Finance Degree required., • Experience with governmental programs including DHCR-Weatherization Assistance Program, DYCD, HRA, DWCP and SBS a plus. • Experience in preparing Federal Awards schedules and supporting documentation for A-133 audits desired. • Extensive experience with computerized accounting software, and MS Office, particularly excel spreadsheets. What We Offer: Health/medical, dental and vision coverage, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, employee discount program, 403-B, employee assistance program, commuter benefits programs, and other forms of leave and benefits. Salary/Hourly Range: $85,000 to 95,000 Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.) Compensation details: 85000-95000 Yearly Salary PIffb4f7d66873-25405-39470247

Job Description Senior Accountant - Grants/Contracts & Budget Management Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually. About the Role The Senior Accountant - Grants/Contacts & Budget Management General Managing Business Admin. & Compliance Officer and is responsible and accountable for processing grants/contracts claims, tracking grant/contact revenues and expenses and ensuring proper and accurate coding of grant/contracts revenues and expenses. Key Responsibilities Works cooperatively with the financial team and departmental/program staff to ensure the sound management of contracts/grants, as well as pass-through grants/contracts projects. He or She is responsible for the accurate and timely input and posting of financial activities for grant/contracts, as well as pass through grant/contracts projects to the accounting system, the timely reconciliation of assigned bank accounts, the timely completion and submission of claims to funding agencies, the development of grants/contracts budgets, communicating with funding agencies and departmental/program staff, producing, updating, reviewing and maintaining reports for grants/contracts, pass-through grants/contracts projects, including claims, general ledger, trial balance, balance sheet, and income statement, as well as associated excel worksheets. Prepare and present reports -budget vs actual & variance with projections. Accounts Payable • Reviews and approves Grants/Contracts check requests for input to the Accounts Payable system and ensures that check requests are contract compliant including that:, • Invoices meet funding agency and the organization's compliance and internal control standards, are in good form, and are fully and properly documented., • Bids/quotes required by funding agencies and BSRC are attached, • Consulting contracts are current, • Check requests are properly authorized and approved, • If required, properly authorized purchase orders are attached, • Expenses are properly coded and classified, • Funding sources are properly and accurately identified, • Expenses are authorized under the funding source budget Payroll • Ensures that the payroll information for grants/contracts is accurate and in-line with budgeted allocations., • Ensures that payroll staff receives pertinent payroll allocation information on a timely basis and payroll expenses are properly recorded against the correct fund, department and grant project id., • Reviews the payroll register and makes necessary adjusting entries to ensure that payroll allocations are in-line with grant/contract budgets, • Meets with departmental/program managers and payroll staff to quickly resolve payroll issues. Cash Receipts • Reviews agency fund transmittal information on a monthly basis to ensure that cash receipts are properly coded and inputted to the correct fund, department and project/grant as well as the correct program year., • Meets with the Cash Receipts Manager and departmental/program managers to resolve any cash receipt issues., • Reviews the cash receipts system to ensure that cash receipts have been accurately recorded and ensures that mis postings and errors are immediately corrected., • Posts cash receipts journals Claims/Voucher/Billings • Prepares monthly contracts/grants claims in accordance with contract requirements and submits claims to funding agency on a timely basis, as required under the funding contract, • Interacts with the funding agencies to ensure that claims are accurate and in compliance, • Interact with external budget analysis and contract managers to seek guidance and firm up compliance, • Attend trainings and workshop or meetings as they relate to your grants and are recommended or required General Ledger Maintenance and Trial Balance Management • Assists with the General Ledger Maintenance and Trial Balance Management, as assigned, which may include:, • Planning and directing ledger accounting for grants/contracts, and pass-through projects, including timely and accurate general ledger, inter-company, inter-funds, and inter-program accounting and maintenance, as well as accounts payable, accounts receivable, and payroll processing that reflects proper and accurate account classification and treatment of accounting transactions., • Monitoring A/P reports, cash disbursement, cash receipts registers, and A/P suspense accounts, the prompt investigation and correction of questioned items, and the prompt clearance of open items for grants/contacts., • Monthly monitoring of the general ledgers of grants/contracts projects for accuracy of classification, and treatment of accounting transactions, and the prompt corrections of mis postings and misclassifications., • Reviewing journal entries for grants/contracts projects, to ensure they are properly and accurately coded., • Ensuring grants/contracts have balanced trial balance, where appropriate. Reconciliations, Closings and Annual Audits • Responsible for the monthly, quarterly, and annual review, reconciliation and closing processes, for grants/contracts projects and associated excel worksheets, and meeting established processing, and reconciliation deadlines. This includes reviewing general ledger accounts for reasonableness, investigating unusual transactions, ensuring mis postings are corrected, ensuring that complete transactions are posted in accordance with GAAP, and ensuring that required schedules are completed on a timely basis, in accordance with established contractual and organizational deadlines. Grants/Contracts Budget Development and Management • In collaboration with departmental/program managers, is responsible for developing grants/contracts budgets on a timely basis., • Responsible for coordinating with Funding Agencies and submitting grants/contracts budgets for approval on a timely basis., • Responsible for preparing grants/contracts budget amendments and modifications for submission to funding agencies on a timely basis and., • Performs timely and relevant grant/contracts budget variance analysis and investigations and makes recommendations for budgetary controls to Finance Management. Grants/Contracts Management and Compliance • Is the expert on contractual/grant requirements and ensures that departmental/program managers are aware of and operates within the guideline of contractual requirements., • Ensures that the financial activities of grants/contracts are consistent with contractual requirements. ·, • May participate in the development of internal controls, policies and procedures that meet the organization's contractual obligations. Contracts/Grants Financial and Grants Audits and Compliance • Participates as assigned in the financial audits and grants/contracts audits., • Ensures that grant/contract audit processes are completed on a timely basis, information is provided to the auditors on timely basis, and corrective action plans are developed and implemented on a timely basis., • Communicates with funding agency representatives on accounting matters and provides the funding agency representatives with requested accounting reports and information. Internal Controls and Compliance • Ensures that grants/contracts operate within the procedural and policy guideline of their contracts and the organization., • Participates in developing, implementing, and maintaining auditing guidelines, timelines, and corrective action plans to ensure compliance with the contractual and governmental obligations of grants/contracts, as well as the organization's audit and internal control objectives. Financial Reporting and Analysis, Fiscal Audits, A-133 Audits, Unaudited and Audited Financial Statements • As assigned, participates in the timely preparation of accurate, complete and reliable, monthly financial statements and accurate trial balances for grant/contracts., • As assigned, prepares timely and accurate schedules, unaudited and audited financial Statements, and notes to the financial statements, as necessary for contracts/grants., • As assigned, provides timely and accurate A-133 information and reports including Federal Awards Schedule, for contracts/grants. Other • Is crossed-trained on accounts payable, cash disbursements, procurement, accounts receivable, cash receipts, and payroll functions and is able to back up these functions., • Performs other accounting duties, as assigned. Process Improvement and Performance Management • Assists in developing and maintaining consistently structured accounting policies and procedures for assigned contracts/grants., • Participates in the continuous improvement in accounting processes, reviews, analysis, and investigations for contracts/grants, to enhance accuracy and efficiency in meeting established deadlines, providing accurate and reliable financial reports, and maintaining contractual compliance. What you bring to the role • Self-directed, solutions-oriented, multi-tasker, with strong communications and organizational skills. • Ability to work under pressure and tight deadlines and adept at managing peak work periods, and changing circumstances., • Tenacious in meeting deadlines and willingness to work late and on weekends, if necessary, to meet claims submission, bank reconciliation, reporting and audit deadline, • Ability to work collaboratively across departments/programs and be responsive to internal and external inquiries. Experience & Qualifications: • At least 5 years progressive senior level accounting experience in non-profit accounting, general ledger management and contract/grants management/accounting. • Accounting or Finance Degree required., • Experience with governmental programs including DHCR-Weatherization Assistance Program, DYCD, HRA, DWCP and SBS a plus. • Experience in preparing Federal Awards schedules and supporting documentation for A-133 audits desired. • Extensive experience with computerized accounting software, and MS Office, particularly excel spreadsheets. What We Offer: Health/medical, dental and vision coverage, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, employee discount program, 403-B, employee assistance program, commuter benefits programs, and other forms of leave and benefits. Salary/Hourly Range: $85,000 to 95,000 Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.) Compensation details: 85000-95000 Yearly Salary PIffb4f7d66873-25405-39470247

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President to join our Alternatives Real Estate Investment Team.. This role is located in New York, NY (4 days in office expectation). In this role, you’ll make an impact in the following ways: • Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients, including determining net asset values, calculating fund performance, allocating expenses, and preparing reports., • Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives., • Direct processes and resource allocation to determine the net asset value (NAV) for assigned funds across multiple sectors for each measurement cycle., • Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting., • Set priorities for processes that verify completeness and accuracy of disclosures in financial statements and provide guidance to teams to maintain accounting records in accordance with departmental policies., • Evaluate GAAP and/or IFRS rules to assess the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation., • Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance, communicating complex accounting details effectively., • Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and team effectiveness., • Oversee relationships with auditors and clients to ensure financial reports accurately depict fund performance., • Bachelor’s degree in accounting or equivalent combination of education and experience., • 8+ years of total work experience with at least 1-3 years in management preferred., • Experience at a Big 4 accounting firm preferred., • Strong knowledge of GAAP and IFRS accounting standards. Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

Our client, a well-established NYC insurance defense firm, is seeking an experienced Accounting & Bookkeeping Associate to join their team. Bachelor’s degree in accounting (or related field).

Accounts Receivable Coordinator US-NY-Mineola Job ID: 2025-3235 Type: Regular Full-Time of Openings: 1 Category: Accounting/Finance LiRo-Hill Overview Due to our continued growth, we are seeking an Accounts Receivable Coordinator for our Mineola, NY office. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E and Construction Management firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an “Integrated Construction, Design and Technology Solutions” firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston, Needham, MA and Edison, NJ. Responsibilities • Preparation of monthly client requisitions for Time & Material and Lump Sum projects, • Ensure that invoice and support documentation is compliant with appropriate contracts, guidelines and regulations, • Review and entry of Sub Consultant invoices, • Assist Project Managers to maintain project information in ERP system, • MWBE client and internal compliance reporting, • Assist with collections of aged receivables, • Assist in mitigating unbilled services days outstanding Qualifications • 3-5 years of industry related accounting experience or Accounting/Business Degree, • Must have high attention to detail, • Deltek System experience a plus, • Ability to interact with personnel at all levels of the organization, • Experience handling high volume and complex invoicing invoices a plus, • Strong Excel skills required We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation PackageEmployee- Only Stock Purchase PlanMentoring programsContinuing Education ProgramEmployee referral bonusVolunteer/Industry association opportunitiesOur Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. Please visit our website for all of our career opportunities at • We offer a competitive salary commensurate with experience, a comprehensive benefits package and a positive work environment., • Compensation: Min: $65,000 - Max: $75,000, • Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. #ID22 #ZR22 PI8233849e1495-37820-39294252

Job Title : Derivative Confirmations Specialist Start date: ASAP End date: 6 months from the start date Work Location: 1285 Avenue of the Americas Work Schedule: Hybrid (5 Over 10 model) Job Description: Key Responsibilities: Derivatives Operation – This position is within the Derivative Operations function as a member of the OTC portfolio operations and confirmations team. Depending on need, your specific function within Operations you may be responsible for, but not limited to: OTC Operations: Responsible for drafting and signing confirmations for derivative products across all relevant asset classes (Rates, Equity, FX, Commodities.) Responsible for the review and verification of inbound documentation for all derivative products. Act as liaison on behalf of the Derivatives Confirmation team to clients as well as numerous internal partners across the firm. Interface and close communication with trading, marketing staff worldwide, and client requests regarding trade detail verification and applicable disputes. Work with marketers and legal staff on preparation of confirmations for structured transactions. Completion of all other daily processes relevant to the OTC portfolio operations and confirmations team. Assist in certain onboarding processes for new derivatives clients initiated by Front Office Personnel Assist Manager of OTC Operations with special projects. Other duties as assigned. Skills : Experience and Skills required 2-5 years relevant industry experience. Preference to prior experience supporting Equity Derivatives, in addition to any other OTC Derivative asset class. Proficiency in transactional deal confirmation drafting and review. Experience and knowledge working with the ISDA Definitions to each relevant asset class (Rates, Equity, FX, Commodities.) Ability to effectively communicate to senior stakeholders at the firm, both written and verbal. Organizational skill with ability to support numerous competing tasks simultaneously. Required computer skills include Office specifically Word, Excel, Outlook. Ability to navigate and understand derivatives trade capture software. Keen attention to detail. Education : BA/BS in Finance or Accounting.

Atrium is seeking on behalf of our client a Staff Accountant (Hybrid – Midtown, NYC) Our client is a fast‑growing architecture/engineering + tech organization. We’re looking for a Staff Accountant who loves owning the billing cycle (time & projects), AR/AP, and collections—and wants real GL exposure (recons, journal entries, month‑end close) with a clear runway to grow. You’ll join a small, collaborative finance team where your work is seen, appreciated, and moves the needle. Think: the best of both worlds—professional services discipline + startup agility. A background check may be run, but only at a conditional offer stage, where permitted by law. Must be legally authorized to work in the United States. Pay $100,000 base + up to 10% bonus What You’ll Do (Day‑to‑Day with Upside) • Own end‑to‑end billing for time‑based professional services (create, review, issue), • Drive AR (cash application, aging, collections follow‑up) and manage AP (vendor setup, 3‑way review, payments), • Partner with Project Managers to review timesheets and finalize monthly billing, • Coordinate contract changes (change orders, amendments) and support project close‑outs, • Perform reconciliations (banks, subledgers), prepare JEs, and support month‑end close and reporting, • Tackle ad‑hoc analysis and jump in on process improvements that save time and reduce errors Sizzle / Upside: You’ll get meaningful GL ownership and month‑end experience (not just billing/AP/AR), with a path to take on more close responsibilities and analytics as you ramp. What We’re Looking For • 4–6 years in billing/accounting within a time‑based professional services environment (architecture, engineering, legal, consulting, creative, etc.), • Proven end‑to‑end billing + timesheet workflow experience, • Advanced Excel; QuickBooks experience is a plus, • Great communicator—comfortable partnering with PMs, vendors, and clients, • Organized, accurate, deadline‑reliable; you like fixing broken processes, • CPA or progress toward it is a plus Why This Role • Impact: Lean team → you’ll touch billing + AR/AP + GL + close, • Balance: Hybrid schedule (3 days onsite, Midtown near Penn Station), • Growth: Clear runway to expand your GL / month‑end / reporting scope quickly Benefits If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable. Diversity & EEO As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation, and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation. EOE/M/F/D/V/SO Communication Consent By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply to STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy on Atriumstaff.com.

This growing CPA Firm with offices in Long Island and Manhattan are hiring a Tax Manager. The work-life balance is significantly milder than you find in the large National Firms. But it's not a mom and pop shop. You'll have a client base comparable with the largest firms in NY. You becoming a partner is realistic and achievable with this firm. You'll be actively encouraged to progress and there is a partner track waiting for you (if that's your goal). If you enjoy handling clients from start to finish, servicing the client’s needs, and care about providing a satisfying service, this could be a great fit. The firm operates a flexible, hybrid model where you will be required in either of their Manhattan or Long Island offices 3 days per week. Both offices are located near stations. During busy season, you will be looking at 50 - 55 hours per week. So if you're looking for a 'generalist' Tax Manager position with future path to Partner, it would be great to tell you more. How to Apply If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

A well-established heavy civil construction company in the Greater NYC area is seeking an experienced Controller to join its Accounting team. With over 25 years of successful operations, the firm has delivered some of the region’s most important infrastructure projects, including sewer, water mains, roadwork, and site work. This is a full-time, mid-senior level role with strong growth potential. Key Responsibilities: The Controller will be responsible for ensuring the integrity of financial statements and compliance with GAAP while leading the monthly close process and producing timely, accurate compiled financial statements. They will coordinate and co-lead internal and external audits (financial, insurance, unions, and agencies), taking corrective actions to improve audit outcomes and strengthen financial practices. The role also includes oversight of tax preparation and filing, including IFTA, HUTA, sales tax, and quarterly payroll tax returns, ensuring all filings are accurate and submitted by required deadlines. In addition, the Controller will be expected to implement cost-reduction strategies and provide financial recommendations that support business objectives, while also guiding overall financial strategy. They will supervise and develop the finance team, driving efficiency, productivity, and professional growth, and will foster an environment that encourages retention and career development. The position requires identifying and implementing process improvements to streamline workflows and enhance efficiency, as well as delivering timely and accurate reports, analyzing financial data, and providing actionable insights to leadership. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field, • CPA or advanced certification preferred, • 5–7 years of progressive accounting/finance experience, with at least 2 years in a leadership role, • Strong knowledge of GAAP, tax compliance, and financial reporting, • Experience managing audits and implementing financial controls, • Proficient in Microsoft Office Suite and Vista Viewpoint software, • Excellent organizational, analytical, and problem-solving skills, • Detail-oriented with the ability to manage multiple priorities under tight deadlines Skills & Abilities: • Strong leadership, team development, and resource management skills, • Ability to analyze complex financial data and provide clear, strategic recommendations, • Initiative, sound judgment, and professionalism in all financial matters, • Excellent communication and interpersonal skills, both written and verbal, • Proven ability to implement cost-saving initiatives and streamline processes, • High integrity and confidentiality in handling sensitive financial information

• Engagement Manager (TMT), • From $200,000 + bonus, • New York | Hybrid We’re working with a boutique strategy consultancy that’s carved out a 20‑year reputation across Europe and beyond. With a growing global footprint and an entrepreneurial edge, they’re known for helping clients tackle complex strategic challenges across TMT, energy, transport, and financial services. Now expanding their influence into the US market, they’re seeking a commercially sharp strategist to help grow their telecoms practice from their newly launched New York office. The Engagement Manager will take ownership of high‑profile projects that shape strategic decisions at board level. Working in agile international teams, you’ll support and lead engagements spanning due diligence, market studies, post‑merger integrations, and value creation planning — all within a firm where content quality always comes first. The Manager will: – Structure and lead project delivery, from research design to final recommendations – Work closely with private equity, infrastructure funds, and investment banks – Analyse market dynamics across broadband, data centres and telecom towers – Translate insights into actionable, presentation‑ready strategies – Support and mentor junior consultants across global teams You Will Need: – Experience as a Manager in a strategy consulting setting – 5–8 years’ experience in strategy consulting, corporate strategy or PE/VC – Deep exposure to telecoms sector dynamics and asset models – Robust financial modelling skills including DCF, WACC and accounting principles – Strong written, visual, and verbal communication strengths – A self‑starting mindset and appetite for fast, international collaboration Why You’ll Love It: – $200,000+ base salary plus performance bonus – Medical, dental, vision cover for you and your family – 401(k) with employer match – Hybrid model with limited travel (20%) – Clear career path with merit‑based progression – Mobile phone stipend and generous time‑off policies – Work with brilliant, globally connected teams – Take the lead in a fast-scaling US operation – Gain real influence on firm direction Due to a high number of applicants, we are only able to respond to successful candidates.

The Partner of this small Long Island CPA firm looks after his employees and doesn't expect them to work long hours. Why? If his people are happy, they tend to be more productive. Most people stay long term (20 years+). Schedules are flexible, allowing earlier or later start times as long as required hours are met. Time off is generous, sick days are not tightly policed, and the entire week of Thanksgiving is paid time off. This firm expects people to leave at normal business hours. Partners want the office cleared by 5 pm. Evenings are for family, rest, and life outside of work. The firm is growing. That means exposure to complex tax and accounting work you would not typically see in a smaller firm environment. They are hiring a senior accounting professional, who can handle complex tax preparation as well as some audits and reviews. ........................................... How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career. The best-case? Something genuinely exciting. INDNEW

Henderson Harbor Group is a premier executive search and consulting firm with deep experience in finance, accounting, tax & technology. The search division recruits highly skilled professionals for permanent positions. Our clients range from start-up to Fortune 100 and we service our clients in the NYC Metro area and nationally through our AAFA and NPA networks. Our client is seeking an M&A Analyst for their New Jersey office. This person will ideally have at least 2+ years' experience coming out of Big 4 to work on corporate finance, M&A and strategy! Responsibilities: • Manage the annual revenue and expense planning cycle, leading budgeting and forecasting, • Apply learnings from strategic & operational analyses to improve underwriting & analysis of acquisition targets, • Lead analysis to generate strategic recommendations and answer specific strategic questions from business leaders concerning the profitability and direction of the business and specific products, services and markets, • Creating and analyzing financial models, • Collaborate with management team on portfolio valuations Qualifications: • Bachelor's Degree in Accounting/Finance, • Active and current CPA, • Public Accounting experience is a MUST coming out of TS groups., • At least 2 years of experience, • Advanced Excel / Tech Savvy

A quant investment manager is seeking a highly talented individual to join the Investor Relations Team, focusing on client operations. This role is a great opportunity for a smart, detail-oriented individual to learn all aspects of client operations in an innovative, collegial environment at a world-class trading firm. Responsibilities: • Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary, • Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades, • Address investor requests in real time, often interfacing with internal groups to obtain relevant information, • Update and maintain marketing and due diligence materials, • Manage and maintain CRM system and investor portal, • Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses Qualifiations • 1+ years of professional experience, • Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work), • Strong numerical literacy and Excel proficiency

We are thrilled to be partnering with a rapidly expanding advertising firm in New York, on their search for a highly qualified Controller to join their team. The Controller is responsible for overseeing the accounting operations of the company and working with senior leadership. Responsibilities: • Financial Reporting: Oversee the preparation of timely and accurate financial statements, including balance sheets, income statements, cash flow statements, and other financial reports., • Budgeting: Manage the budget process, including establishing schedules, collecting and analyzing financial data, and recommending plans., • Financial performance metrics: Develop and monitor financial performance metrics., • Accounting Operations: Oversee all accounting functions, including accounts payable, accounts receivable, and general ledger. Ensure the accuracy of financial data through monthly, quarterly, and annual reconciliations., • Leadership & Team Management: Supervise and mentor the accounting team, providing direction and fostering a culture of continuous improvement and collaboration. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field required; CPA certification highly preferred., • Minimum of 5-10 years of progressive accounting experience, with at least 2-4 years in a management or leadership role. Advertising industry experience required., • Proficiency in ERP systems and advanced knowledge of Excel and financial reporting tools. Sage Intacct experience highly preferred., • Strong understanding of GAAP., • Excellent verbal and written communication skills.

Chief Financial Officer Location: Midtown Manhattan, NY Schedule: Full-Time, In Office Company: Confidential Position Overview A well-established and growing professional services firm is seeking a strategic and hands-on Controller/CFO to join its leadership team. This individual will oversee the firm’s financial operations, provide high-level strategic guidance, and partner closely with executive leadership to help drive continued growth, profitability, and operational excellence. This is a full-time, in-office position based in Midtown Manhattan. Key Responsibilities • Lead all financial operations, including budgeting, forecasting, financial reporting, cash flow management, and planning, • Serve as a strategic advisor to executive leadership on financial performance, growth initiatives, and long-term business objectives, • Oversee preparation and analysis of monthly, quarterly, and annual financial statements, • Develop and enhance financial controls, policies, and reporting processes, • Monitor key performance indicators and deliver actionable insights to improve business performance, • Manage banking relationships, cash management, and overall treasury functions, • Oversee tax planning, compliance, audits, and coordination with outside accountants and advisors, • Evaluate business opportunities, investments, and operational initiatives from a financial and strategic standpoint, • Partner with leadership on organizational planning, resource allocation, and profitability analysis, • Lead and mentor the finance and accounting function, helping build a scalable infrastructure for future growth Qualifications • Proven experience as a CFO, VP of Finance, Controller, or senior financial leader within a professional services, advisory, consulting, or similar environment, • Strong background in financial planning and analysis, accounting, reporting, and operational finance, • Demonstrated ability to operate both strategically and tactically in a fast-paced environment, • Experience partnering with executive leadership and advising on business strategy, • Strong understanding of cash flow, budgeting, forecasting, and internal controls, • Excellent leadership, communication, and decision-making skills, • CPA, MBA, or other relevant advanced credential preferred but not required, • Bachelor’s degree in Accounting, Finance, or related field required Ideal Candidate Profile • Highly analytical and business-minded, • Comfortable working in a hands-on leadership role, • Strong executive presence with the ability to influence and collaborate across the organization, • Skilled at building structure, improving processes, and supporting growth

About AccountAbility: AccountAbility is a global consulting and standards firm that works with businesses, investors, governments, and multilateral organizations to innovate and advance the global sustainability / ESG agenda by improving the practices, performance, and impact of organizations. The firm focuses on delivering practical, effective, and enduring results that enable our clients to succeed. AccountAbility is a Public Benefit Corporation, operating globally through a highly qualified team from offices in New York, London, Riyadh, and Dubai. The firm is the recipient of multiple business awards from the Financial Times, Forbes, and Capital Finance International. Please visit our website ___ to learn more about us and our work. About this position: This role is based in New York, NY and requires an in-office presence four (4) days per week, with remote work flexibility on Fridays. The Global Head of Standards will report to the Chief Executive Officer and will serve as a key member of the senior leadership team, with responsibility for driving global strategy, adoption, and revenue growth related to the AA1000 Series of Standards. This role will have oversight of a global and/or matrixed team and will collaborate cross-functionally with Advisory, Research, and Operations functions to ensure alignment and execution of strategic priorities. The Global Head of Standards at AccountAbility will be working with a wide variety of international businesses, governmental and non-governmental organizations, standard setters, framework developers and professional institutes to support the scaling and adoption of the AA1000 Series of Standards. S/he must demonstrate a) the ability to generate, manage, and build stakeholder relationships for firm growth; b) excellent advocacy skills and adaptability to effectively lead a multitude of stakeholder engagements simultaneously; and c) strong leadership skills and experience. The successful candidate will be expected to raise awareness of the ___ with collaborating partners, including licensed assurance providers, training organizations, regulatory bodies, prospects and companies world-wide to enhance global implementation. The Global Head of Standards role is responsible for leading advocacy and promotion efforts across geographies and will require travel accordingly – likely about 50% of the time. The successful candidate will be one that is driven by client work and comfortable operating in a fast-paced, client-facing, consulting-driven environment. Responsibilities for this position include, but are not limited to: Clients • Lead the global promotion and development of the AA1000 Series of Standards, including advancing research into effective methodologies for their development, implementation, and application, • Drive the advancement and dissemination of knowledge, education, and training related to the AA1000 Series of Standards, including facilitating the exchange of insights, best practices, and thought leadership, • Identify, prospect, and develop business with new and existing clients to meet revenue generation targets, • Actively and effectively oversee/manage multiple projects with multiple stakeholders simultaneously, including management of team members, to ensure high-quality and influential delivery, • Drive measurable growth in global adoption and implementation of the AA1000 Series of Standards across priority markets and sectors, • Deliver against annual revenue targets tied to standards-related services, partnerships, engagements along with cross-selling, • Expand and strengthen strategic partnerships with key stakeholders, including regulators, standard-setting bodies, assurance providers, and global institutions, • Represent AccountAbility as a senior thought leader through industry events, publications, and speaking engagements People • Lead, develop, and scale a high-performing global standards function, including direct and/or matrixed team members, • Foster cross-regional collaboration to ensure consistency in standards application and stakeholder engagement globally, • Collaborate with AccountAbility’s Advisory Management Team for coordinated initiatives, knowledge sharing, resource management, decision-making and cross-selling, • Provide guidance and coaching to support learning and professional development of staff members, • Seek professional and personal development independently, • Facilitate a high standard of performance, quality, and delivery expectations, • Embrace, and champion an inclusive and collaborative working environment Firm and Operations • Collaborate in executing AccountAbility’s global and regional strategy, • Maintain up-to-date knowledge of relevant sustainability / standards topics, policies, regulations, and general trends for key industries, • Support various internal initiatives, such as directing delivery of content and materials for panel sessions and events, • Collaborate effectively with the AccountAbility’s Advisory practice & align with the firm’s overall “go to market” strategy, • Oversee financial management of the AA1000 Standards, including budgeting, forecasting, resource allocation, and performance monitoring in coordination with finance, • Provide strategic input into the evolution and positioning of the AA1000 Series of Standards in alignment with global regulatory and market trends, • Partner cross-functionally with internal teams to integrate standards into broader client solutions and firm offerings Qualifications The successful candidate for this position will be engaging and dynamic, and able to demonstrate a high emotional intelligence, have experience in the field of sustainability standards, and strong business acumen. Candidates are expected to be client-focused and should have a proven track record in building a wide range of stakeholder relationships for standards development and promotion, with experience in developing sustainability thought leadership. The following qualifications are required for consideration: • 15+ years of experience in management consulting and sustainability standards / assurance with a focus on revenue generation, • Excellent written skills, including technical standards development, associated communications and presentations, • Excellent verbal communication skills for representing the firm through public speaking engagements, stakeholder / work groups and meeting facilitation, • Master’s Degree, including an MBA, MA, MS, or MPA preferred with a demonstrated record of academic excellence. BA/BS degree required in Business Management, Sustainability, Environmental Science, Accounting, Economics, or a related field. Successful candidates will: • Demonstrate an ability to build cross-cultural relationships for collaborative efforts with a wide range of stakeholders, clients, partner organizations and colleagues, • Have an expert understanding of relevant Sustainability standards / ESG topics, and related trends in business and management practices, • Have knowledge of relevant sustainability frameworks / standards and the international regulatory and policy landscape, including ESRS / CSRD, SASB, ISSB, TCFD, GRI, UN SDGs, • Have knowledge or experience with sustainability-related auditing and assurance standards (e.g., AA1000AS v3, ISAE3000, ISAE3410, ISO14064-3 and ISSA5000), • Have an existing network of senior-level contacts across sustainability standard-setting bodies, accounting organizations and regulatory institutions (e.g., ISSB, IAASB, IESBA, AICPA, EFRAG)., • Show self-initiative and the ability to work well independently and lead teams, • Think critically, grasp new concepts quickly, and embrace new ideas / emerging perspectives AccountAbility is an Equal Employment Opportunity Employer, committed to a diverse and inclusive work environment.

BDG Architects is currently seeking a skilled, imaginative, and driven Project Manager to join our team in our Northeast studio. This full-time position will be situated in our Mineola, NY office. Candidates must possess a minimum of 7 years of experience. The role will involve working on a variety of projects, including those within the Banking & Financial Services, Commercial, Retail, Hospitality, and other sectors. Applicants must exhibit proficiency in Revit and AutoCAD and have the capability to manage multiple projects while meeting fast-paced production deadlines. Experience with Revit is advantageous. If you're passionate about architecture and possess the requisite skills and experience, we invite you to apply and become a valuable part of our dynamic team at BDG Architects. Duties/Responsibilities • Take charge of project management to ensure timely completion, adherence to budget constraints, maintenance of high-quality standards, and fulfillment of client expectations., • Foster open communication channels between the project team, Principal-in-Charge, and operations management to facilitate seamless coordination and alignment of objectives., • Establish, refine, and uphold project objectives, policies, procedures, and performance standards to ensure consistency and continuous improvement., • Coordinate and meticulously track budgets and schedules for multiple projects simultaneously., • Assist in preparation of fee proposals and agreements with the owner and consultants., • Supervise and direct the project team's activities, ensuring clarity of objectives and effective organization., • Guarantee efficient project delivery and maintain quality standards throughout all phases, from programming to project closeout., • Coordinate monthly billing with accounting department., • Serve as the main point of contact for designated projects, fostering client relationships, ensuring satisfaction, and contributing to ongoing client development. Additionally, assist in securing future project opportunities., • Manage and assist with work on all phases of various architectural projects including design development, preparation of presentation drawings and specifications, design review, coordination and correlation of construction drawings and review production drawings and specifications., • Collaborate as a peer client liaison to aid in the development and implementation of client-established processes and procedures. The Project Manager is also responsible for generating reports to maintain clients informed about the overall program status and specific project updates. Required Skills/Abilities • Proficient understanding of commonly utilized concepts, practices, and procedures within an architectural office., • Exceptional verbal and written communication skills., • Strong organizational prowess and adept time management capabilities., • Demonstrated aptitude for collaboration and team-building., • Strategic thinking abilities to tackle design challenges, document production, and detailing development., • Proven track record of effectively managing multiple projects concurrently., • Must be proficient in software applications including AutoCAD Architecture, Revit, Sketch-Up, Microsoft Office, Smartsheet., • Strong understanding of construction and detailing. Education • Completion of professional architecture degree program BDG Architects offers a comprehensive benefit package with options for health insurance, dental insurance, vision insurance, life insurance, short and long-term disability insurance, annual performance bonuses, and the ability to participate in a 401K program. We also offer paid holidays and paid personal time off. BDG Architects is a full-service architecture and design firm with its Headquarters in Tampa, Florida with Southeast Regional Offices in Jacksonville, Florida, Birmingham, Alabama and Charlotte, North Carolina and Northeast Regional offices in Mineola, New York and Princeton, New Jersey with over 25 years of experience throughout the United States. We have built our reputation as being on the leading edge of our industry through design excellence, building lasting relationships, and delivering high value to our clients. BDG understands that each client has a unique set of business strategies, which we focus our services to support, creating a true partnership. Our projects are extremely diverse in terms of project type, design styles, practice areas and scale. Additional information about the firm can be found at ___. If you are interested in being a part of this dynamic growing firm submit your letter of interest, resume and work samples in pdf format via email through our website. Please, no phone calls.

Overview of Position: The Fund Accounting Administrator is a vital member of the Fund Accounting and Operations team who will support the team with quarterly reporting and deliverables, as well as day to day operations. This position provides an excellent opportunity to learn more about private equity and the related reporting to Warburg Pincus Limited Partners. This role will provide exposure to firm executives and numerous teams across Warburg Pincus. Responsibilities will include but are not limited to the following: • Prepare and update quarter-end Financial Statements using Microsoft Word, • Track and communicate the status of quarterly reporting (Capital Account Statements and Financials Statements) • Collaborate with Valuations Reporting team to provide deliverables for Limited Partner Quarterly Reports • Coordinate with Senior Fund Accountants and external auditors to post requested support, • Code invoices for payment using Concur Invoice, • Help update the teams numerous trackers and calendars, • Submit expense reports for the team, • Sign the team up for their yearly CPE credits, • Help organize team building events and activities Ideal candidate: • Organized and detail-oriented, • Able to work independently and in a team environment, • Great attitude, open to new challenges and responsibilities, • Quick learner, able to follow instructions and process documents efficiently, • Self-sufficient; proactive; anticipates needs and/or potential problems and initiates steps to resolve issues. Requirements: • Bachelor’s degree is required, • Excellent oral and written communication skills, • Takes initiative and demonstrates ownership of work, • Great work ethic and good attitude- team player, • Familiar with Microsoft Office (specifically Word, Excel, and Outlook)

GlassRatner Advisory & Capital Group LLC is a leading provider of specialty professional and advisory services, including forensic accounting and litigation support, bankruptcy and restructuring, transaction support services, retained executive searches, and compliance risk, and resilience consulting. Our professionals work alongside law firms, lenders, private equity sponsors, and companies of all types on complex business challenges such as pursuing a fraud investigation or corporate litigation, planning and executing a major acquisition or divestiture, or managing through a business crisis or bankruptcy. We are seeking a Senior Associate to join our Valuation practice in our New York office. This role involves supporting complex financial analyses, contributing to the development of client relationships, and assisting in the execution of various engagements. What You’ll Be Working On: As a Senior Associate, you will play a key role on client engagements that require rigorous analysis, strategic thinking, and clear communication. Responsibilities: • Analysis of operational and financial activity and trends in complex business valuations for disputed valuations, transactional, solvency opinion, fairness opinion and financial reporting, • Gather and analyze market data, financial statements, and industry information to support valuation conclusions, • Apply analysis to economic damage cases involving lost profits, • Conduct valuation database searches to assess and select comparable companies, • Perform data analytics relevant to the investigative issues, • Prepare schedules, tables, and charts to summarize financial analysis and findings, • Support senior team members in client engagements and business development activities, • Stay current on industry trends, valuation methodologies, and regulatory developments, • Work in a team environment on multiple assignments. What We’re Looking For: We’re seeking analytically strong professionals who thrive in fast-paced environments and enjoy solving complex financial problems. Qualifications: • Bachelor’s or Master’s degree in Finance, Accounting or related field or an MBA from an accredited college/university, • CFA, ASA, or other relevant certifications are a plus, • 2-5 years of relevant work experience in finance and/or business valuations, • Strong understanding of financial statements, accounting principles, and valuation methodologies, • Proficiency in financial modeling and analysis tools (Excel, PowerPoint, financial databases), • Excellent quantitative and analytical skills with strong attention to detail, • Outstanding written and verbal communication abilities, • Self-motivated with ability to manage multiple projects simultaneously, • Strong problem-solving and critical thinking skills, • Ability to synthesize complex financial information and communicate findings clearly, • Detail-oriented with high standards for accuracy, • Excellent time management and organizational skills, • Team player with strong interpersonal abilities, • Capacity to work under pressure and meet tight deadlines, • Some travel may be required Employees at GlassRatner Advisory & Capital Group LLC receive competitive compensation and a full range of benefits. This package includes a 401(k) plan, paid time off (holidays, vacation, and sick leave), and voluntary medical, dental, and vision insurance. Additionally, the firm provides company-paid life and disability coverage. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age, or disability.

Consultant – Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect: · Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). · Accounting projects focused on carving out business units/subsidiaries. · Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support. · Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research & documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC). · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. 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.

Bonaccord Capital Partners (“BCP”) is a private equity firm focused on acquiring non-control equity interests in mid-market private markets sponsors, including private equity, private credit, real estate and real assets. Bonaccord Capital Partners is seeking an Accountant for its management company to have primary responsibility on the day-to-day accounting. In this position, the Accountant will report directly to the CFO of Bonaccord Capital Partners, work alongside a Finance team member and support Controllers of BCP’s investment funds as needed. This role provides significant exposure to senior management and the opportunity to establish and own Accounting procedures for the growing Management Company. This is a compelling opportunity to join a growing private equity manager with the potential for substantial professional development. The role requires working knowledge of Accounting rules, preferably for a financial services management company. Candidates need to be independent workers that can be trusted with sensitive data. Duties and Responsibilities Accounting • Book all entries to close books monthly with NetSuite software, • Understand the legal structure of the business to book income and expenses properly to underlying entities, • Prepare unaudited quarterly and annual financial statements in accordance with GAAP, • Coordinate consolidation of entries with publicly traded affiliate, • Serve as broader team resource to assist Fund Accounting team Expense Tracking • Summarize approved expenses and track spending across business lines, • Properly allocate expenses to management company and funds Finance • Work with Finance Associate to integrate actuals into forecasts and budget, • Provide variance analysis of actuals to budget / forecast, • Assist with preparation of quarterly materials for presentation to senior management Marketing Support • Support the preparation of marketing and communication efforts to existing investors, • Provide bespoke analysis and respond to diligence requests for prospective investors Requirements • Bachelor’s degree in Accounting or related field., • Internships and/or 1+ year relevant work experience in big four public accounting, fund accounting, or similar experience; exposure to investment companies such as private equity, private credit, or other private markets strategies a plus, • Highly organized with strict attention to detail, • Effective communication and presentation skills, • Strong experience with Microsoft Office Suite (Excel, PowerPoint, and Word) Hybrid Work Environment • Must be able to work on-site Monday, Tuesday, and Thursday. Wednesday and Friday are the standard work from home days, but you may need to work on-site on these days based on business needs. The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. Bonaccord Capital Partners is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at Bonaccord Capital Partners are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) Bonaccord Capital Partners will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or .

Position: Senior Manager, Data Management (Financial Services) (Client-facing/Sales) Location: New York, NY (Hybrid) Type: Full-Time Pay: $140,000 - $160,000 per year The ideal candidate brings strong management consulting experience and deep financial services data management expertise, with the ability to lead complex data initiatives that support regulatory compliance, analytics, and digital transformation. This role combines hands-on client delivery with practice growth, including shaping offerings, supporting revenue generation, and deepening senior client relationships. We are looking for someone who wants to build, not just deliver—a data leader who thrives at the intersection of architecture, governance, and business strategy, and is motivated to help scale a practice while driving meaningful impact in the NYC market. Key Responsibilities • Apply deep domain expertise and management consulting discipline to shape, lead, and deliver complex client engagements focused on business architecture, data architecture, metadata management, data governance, and data operating model design, primarily within financial services and other data-intensive industries., • Partner with clients to design and operationalize enterprise data architectures, including conceptual, logical, and physical data models aligned to business capabilities and strategic objectives., • Lead metadata management and data catalog initiatives, including business glossary development, lineage, ownership models, stewardship workflows, and tool enablement (e.g., Collibra or similar platforms)., • Serve as a trusted advisor to senior client stakeholders by translating technical data concepts into clear business value, risk reduction, and operational efficiency outcomes., • Actively support practice growth by contributing to go-to-market strategy, solution development, thought leadership, and proposal efforts aligned to Data Management offerings., • Continuously deepen technical and industry expertise while remaining fungible and able to support adjacent practices when client needs require., • Achieve target project utilization of 80% by actively originating and supporting opportunities aligned to personal expertise., • Own an individual annual sales production target, contributing directly to practice and firm revenue goals., • Collaborate closely with Risk & Regulatory and AI & Analytics practices to deliver integrated, end-to-end solutions that connect architecture, governance, analytics, and regulatory outcomes., • Identify gaps in tools, methodologies, or regulatory capabilities and propose practical enhancements to strengthen client impact and practice depth., • Lead client delivery within our Service Delivery Framework, ensuring high-quality outcomes, strong delivery governance, and excellent client satisfaction., • Effectively manage, mentor, and develop Managers, Senior Consultants, and Consultants through clear expectations, coaching, performance feedback, and career development., • Drive utilization and team effectiveness through proactive staffing, demand planning, and alignment of work to team capabilities., • Ensure operational rigor across forecasting, time tracking, risk management, and engagement governance., • Represent our values in in-person client meetings, industry events, and NYC-based relationship-building activities, helping to strengthen our local market presence. Experience and Qualifications • Bachelor’s degree required; MBA or advanced degree in Finance, Accounting, or a related discipline strongly preferred., • 8+ years of experience in risk and regulatory compliance, with demonstrated success in leadership roles., • Advanced proficiency in PowerPoint, Excel, and the entire Microsoft Office Suite., • Extensive experience managing large-scale consulting engagements and delivering measurable results., • Strong written and verbal communication and presentation skills, including interpreting complex regulatory content for business audiences., • Deep hands-on experience with:, • Business architecture design, • Enterprise data architecture and data modeling, • Metadata management, business glossaries, and lineage, • Data Lakes, Data Warehouses, and Data Lakehouses, • Platforms such as Snowflake and Databricks, • Data integration tools such as Kafka and Talend, • Data modeling tools such as Erwin, ER Studio, • Cloud Data Management fundamentals (ideally CDMC certified), • Strong understanding of how data architecture and metadata enable regulatory compliance, analytics, operational efficiency, and digital transformation., • Proven ability to lead large, multi-workstream consulting engagements and deliver measurable business outcomes.

We are partnering with a $60B+ AUM Credit fund in need of a CLO Portfolio Associate for their New York headquarters. This firm is known for its 25-year track record of outperformance in credit markets, our client is a titan in the credit universe. This role is a critical hire within their Structured Products team, offering direct exposure to senior Portfolio Managers and the Trading Desk. You will play a pivotal role in the optimization of both U.S. and European CLO portfolios, sitting at the intersection of quantitative analysis, market execution, and portfolio strategy. Key Responsibilities • Portfolio Optimization: Partner with PMs and the Trading Desk to construct and propose trade optimizations for US/EUR CLO portfolios to enhance relative value and improve structural metrics., • Performance Monitoring: Actively monitor collateral composition, coverage tests (OC/IC), and structural triggers. Run all hypothetical trades and synthesize results for senior leadership., • Collateral Analysis: Identify and analyze daily changes in collateral pools, including loan trading activity, rating migrations, and default/recovery scenarios., • Deal Lifecycle Management: Assist in new issue launches, warehouses, restructurings, and refinancing transactions. Track warehouse ramping progress for upcoming deals., • Stakeholder Liaison: Serve as the central point of contact between Trading, Legal, Middle Office, and Technology to ensure deal integrity, compliance with investment guidelines, and data accuracy., • Investor Relations: Support the IR team by responding to complex investor inquiries and producing detailed portfolio performance analytics., • Strategic Support: Monitor fund-level liquidity and proactively propose capital calls as necessary. Candidate Profile The Ideal Professional: You are likely currently working at a top-tier CLO manager, a rating agency, a Big 4 accounting firm, or a specialized valuation shop. You possess a "proactive" mindset and thrive in the high-pressure environment of a leading investment floor. Requirements: • Experience: 2–4 years of experience specifically within structured credit, CLO analytics, or leveraged loan analytics., • Knowledge Base: Deep understanding of CLO documentation, indenture tests, and structural waterfalls. Knowledge of underlying corporate credit ratings is strongly preferred., • Analytical Rigor: Strong quantitative skills with the ability to analyze portfolio-level metrics and collateral performance., • Software: Proficiency in Intex and Bloomberg is highly preferred., • Programming (Plus): Experience with Python, VBA, or SQL is a significant advantage for automating workflows and data analysis., • Bachelor’s degree in Finance, Economics, Mathematics, or a related quantitative field.

As Risk Advisory Manager-Not-for-Profit and Higher Education Practice, you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business risks, and assist in addressing risk in both proactive and responsive contexts for the Risk Advisory Practice – all with the resources, environment, and support to help you excel. From day one, you’ll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: • Review operational, financial, and technology processes to provide clients with an assessment of business risk, internal control, and the overall effectiveness and efficiency of the processes, • Manage the development and execution of enterprise risk management, operational risk compliance and/or internal control programs for not-for-profit and higher education clients, • Manage the development and execution of internal audit outsourcing and co-sourcing engagements for clients, • Manage the risk identification process and evaluation and testing of business processes and related controls, • Manage the development of leading practices-based recommendations for improvement that are ‘right-sized’ and appropriate for the not-for-profit and higher education industries, as well as the specific needs and circumstances of clients, • Work closely with clients and staff to develop client and project risk assessments, identify opportunities for improvement and leading practices-based recommendations regarding process optimization, revenue enhancement, cost reduction, fraud prevention, internal control, and compliance, • Leverage analytics automation and artificial intelligence solutions to deliver client services efficiently and effectively, • Maintain a good working relationship with clients and work effectively with client management and staff at all levels, • Perform engagement management responsibilities, including performance reviews, task delegation, project scheduling, project financials, quality review and client management, • Actively participate in business development activities, such as developing new business relationships, contributing to / leading proposals, participating on client account teams, developing whitepapers and/or other thought leadership material, and attending conferences, • Understand and manage firm risk on proposals and client engagements, • Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews, • Bachelor’s degree in Accounting, Finance, Risk Management, Information Technology, MIS, or a related field is required, • Minimum 6 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level, • Experience working for or with not-for-profit organizations or higher education institutions preferred, • Experience with knowledge of processes, risks, controls and leading practices within not-for-profit and higher education industry-specific functions such as grants management, academic research, fundraising, student services, etc. preferred., • Certification required, CPA, CISA, CISSP, CIA or CISM preferred, • Internal audit experience, enterprise risk management, internal controls and/or compliance experience preferred, • Experience performing financial and operational internal audits, as well as business process, internal control and/or operational reviews within the not-for-profit or higher education industry., • Strong understanding of COSO Internal Control- Integrated Framework (2013), COSO Enterprise Risk Management Framework (2017), the institute of Internal Auditors International Professional Practices Framework (IIA IPPF), and/or current focus areas of external financial statement auditors (completeness and accuracy of key reports, level of precision, etc.), • Ability to execute multiple engagements and completing priorities in a rapidly growing team environment, • Experience with analytics, automation and/or artificial intelligence platforms an understanding of the impact of technology, • Exceptional client service, communication, analytical, organizational and project management skills, • Strong computer skills, including proficiency in Microsoft Office suite applications., • Can travel as needed, • Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at the GT office or client office The base salary range for this position in the firm's New York, NY office is between $129,600 to $194,400.

No sponsorship/C2C AT A GLANCE: • Product Owner of Back Office Operations & Global Business Finance, • Hybrid in NYC (Midtown Manhattan - in-office 1 day/week until July, then 3 days/week), • 1-year contract, conversion to perm likely, • Market rate, • Needed ASAP, • Financial services experience required THE OFFICIAL JOB DESCRIPTION: Overview We’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Assets in various regions and industries, we’re known for our integrated businesses, strong investment performance, value-oriented philosophy, and our people. We’re looking for a Product Owner who can own outcomes, not just artifacts. This role blends product thinking with strong delivery discipline: shaping a roadmap, aligning stakeholders, planning intelligently, and driving execution with transparency. You’ll partner closely with Back Office Operations and Global Business Finance, helping modernize workflows and platforms in a way that is practical, controlled, and genuinely improves how the business runs. Our team has a track record of delivering ~95% of projects on time and under budget. We do that by treating ambiguity as work: we break complex initiatives into two phases—Discovery (to distill the real problem, align stakeholders, and establish a confident plan) and Delivery (to execute with clear milestones, risks, and dependencies). What You’ll Do • Own discovery. Lead structured discovery efforts to clarify problem statements, current-state workflows, constraints, and success metrics—then translate that into a plan stakeholders can believe in., • Set direction. Build and maintain a product roadmap that balances transformation, near-term outcomes, and operational stability., • Run delivery with discipline. Define milestones, manage dependencies, track progress, and surface risks early—without drama or surprises., • Be the connective tissue. Coordinate across business users, engineering, architecture, and leadership; communicate status, tradeoffs, and decisions clearly., • Bring users along. We use agile practices, but not every user group is mature in agile. You’ll build trust through honest conversations, humility, and transparency—helping partners adopt better ways of working over time., • Own the backlog. Translate needs into well-formed epics and stories with clear acceptance criteria; prioritize based on business value, risk, and effort., • Handle conflict well. Navigate competing priorities, resolve disagreements constructively, and keep teams focused on outcomes., • Champion quality and controls. Ensure solutions are operable and auditable where needed—clear definitions, controlled rollouts, and attention to reliability., • Use AI responsibly. Leverage AI tools to move faster (analysis, writing, summarizing, prototyping, documentation), while maintaining strong judgment, validation, and appropriate guardrails. What We’re Looking For • 5+ years in a Product Owner, Product Manager, Program Manager, or Senior Business Analyst role (ideally, in financial services), • Demonstrated strength in planning, budgeting, tracking, and delivery execution—you can run a tight ship without turning it into bureaucracy., • Strong stakeholder management skills: you build rapport, create clarity, and keep diverse groups aligned., • Excellent written and verbal communication; you can make complex work understandable and actionable., • Proven ability to break down complex problems and drive decisions with incomplete information., • Comfort working closely with engineering teams; you don’t need to code, but you should understand how software gets built and shipped., • High integrity and maturity: you’re transparent, consistent, and trusted—especially when things are hard. Nice to Have • Experience supporting Operations, accounting, finance, or other control-oriented business functions., • Experience working in modern delivery environments (CI/CD, cloud platforms, event-driven systems, workflow orchestration, data platforms)., • A track record of driving transformation—process, platform, or operating model—without losing the business in the process. Why Join • Real ownership: You’ll shape meaningful work that impacts day-to-day operations and firm-wide financial outcomes., • Growth through scope: You’ll operate across strategy, discovery, and delivery—building a strong foundation for senior product leadership., • A modern toolbox: You’ll work in a tech-forward environment where AI is embraced as a productivity and innovation accelerator—paired with the judgment required for real-world systems., • A team that delivers: Clear expectations, direct communication, and a culture that values outcomes over theater.

No sponsorship/C2C AT A GLANCE: • Hybrid in NYC (Midtown Manhattan - in-office 1 day/week until July, then 3 days/week), • 1-year contract, conversion to perm likely, • Market rate, • Will manage 5 team members, • Bonus: Financial services experience, • Bonus: Someone who is AI-forward, who thinks about how AI tools can augment business THE OFFICIAL JOB DESCRIPTION: Overview We’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Assets in various regions and industries, we’re known for our integrated businesses, strong investment performance, value-oriented philosophy, and our people. We’re looking for a Development Manager to run a team of 5 individuals who build systems that other engineers maintain. Someone who values clarity over cleverness, chooses proven patterns over novelty, and writes code that reads cleanly and evolves safely. Our platforms support Operations and Finance workflows where correctness, auditability, and reliability matter. This is a hands-on role. You’ll influence architecture through delivery, help shape standards through example, and raise the quality bar across both backend and frontend. What You’ll Do • Deliver full-stack features end-to-end: backend services, APIs, and modern UI components., • Contribute to architecture and technical direction with a pragmatic, cloud-first mindset., • Apply clean architecture principles: clear boundaries, cohesive domain modeling, separation of concerns, and maintainable abstractions., • Write high-quality, testable code with disciplined engineering practices (PR hygiene, reviews, refactoring, and documentation where it adds leverage)., • Build production-ready services: observability, failure-mode thinking, performance awareness, and secure-by-default design., • Partner with product and business stakeholders to translate real workflows into software that is intuitive and trusted., • Use AI-assisted development tools to accelerate delivery (analysis, prototyping, test generation, refactoring, troubleshooting), while applying strong verification and accountability for outcomes., • Mentor and elevate the team—through design conversations, code reviews, and steady technical leadership. What We’re Looking For • 8+ years of software engineering experience, including meaningful full-stack delivery and architectural responsibility., • Strong modern Java skills (Java 17+ preferred) and experience with contemporary engineering practices and frameworks (e.g., Spring Boot, testing frameworks, build tooling)., • Solid frontend experience building maintainable UIs in a modern framework (Vue.js preferred; React acceptable if you can ramp quickly)., • Experience designing APIs, working with data models, and making pragmatic tradeoffs around performance, correctness, and evolvability., • A strong commitment to clean, bug-resistant code: testing discipline, thoughtful design, and careful review habits., • Clear communicator and collaborative partner across disciplines and time zones., • No NIH mindset: you value reuse, standards, and proven libraries. You build what’s necessary and integrate what already works. Tech Environment (What You’ll Likely Touch) • Java as the primary language; Kotlin and Python used pragmatically where they fit best, • Front-end primarily Vue.js (with some legacy ExtJS), • Data stores such as SQL Server, PostgreSQL, MongoDB, and CosmosDB, • Eventing and asynchronous patterns; workflow orchestration where it provides stronger reliability guarantees Nice to Have • Experience with eventing/messaging systems (Azure Event Hubs or similar)., • Familiarity with workflow orchestration (Temporal or similar) and a strong sense for when it’s the better tool., • Experience modernizing legacy applications while keeping business continuity and operational stability., • Comfort in control-oriented domains (operations, finance, accounting) where trust and correctness are non-negotiable. Why Join • Build software that directly improves how critical Operations and Finance teams run the firm., • Influence architecture through real delivery—not just diagrams—and see your work used quickly., • Join a team culture that values simplicity, readability, and maintainability over novelty., • Work in an environment that embraces AI as a productivity multiplier while keeping engineering judgment and correctness at the center.

Please connect with me on LinkedIn as well ___ Job Title: Conflicts Analyst Location: New York, NY 10001 Salary/Payrate: $85K-$95K Work Environment: Multiple roles available in New York (hybrid) and California, Texas or Chicago (fully remote PST hours only) Term: Direct Hire Bachelor’s degree required: Yes Referral Fee: AMS will pay $500 should the person you refer gets hired JOB DESCRIPTION Our client, a highly regarded international law firm is seeking a Conflicts Analyst to support the firm’s conflicts clearance and new business intake processes. Core Responsibilities • Conduct thorough conflicts checks / screenings and review reports for potential conflicts of interest, • Maintain and update accurate, reliable database records, • Collaborate with conflicts team, attorneys, and General Counsel to resolve issues and support matter openings, • Communicate with attorneys and staff to gather information, clarify discrepancies, and ensure data accuracy, • Validate conflicts check requirements to ensure policy and legal compliance, • Perform corporate research to verify entities and understand organizational structures, • Coordinate with accounting and internal teams to ensure data consistency, • Provide after-hours or weekend support as needed, • Follow firm policies, procedures, and operational standards Qualifications & Skills • Proficiency in Outlook, Excel, PowerPoint, with ability to learn new systems (e.g., iManage), • Understanding of conflicts processes in legal/professional services environments, • Strong communication, analytical, and organizational skills, • High attention to detail and problem-solving ability, • Able to manage multiple priorities in a fast-paced environment, • Exercise discretion, sound judgment, and confidentiality, • Work effectively independently and collaboratively, • Flexible with scheduling based on business needs Education & Experience • Bachelor’s degree required, • 2+ years of relevant experience in a law firm or professional services setting, • Experience in a conflicts department (Am Law 50 preferred

We have been exclusively retained by a premier global commodities trading firm to identify a high-caliber Senior Credit Analyst. This is a strategic role within a highly entrepreneurial environment, focusing on a rapidly expanding retail client portfolio. Our client is a market leader known for its sophisticated risk management and aggressive growth. You will serve as the primary credit authority for a diverse retail book, bridging the gap between deep financial analysis and commercial trading strategy. Key Responsibilities • Sector-Specific Analysis: Conduct comprehensive credit evaluations of large-scale retail counterparties, analyzing liquidity, cash flow stability, and consumer-driven market risks., • Strategic Decision Making: Partner directly with trading desks to approve credit limits and structure enhancements (LCs, Guarantees) that facilitate high-volume retail trades., • Active Monitoring: Oversee a high-visibility portfolio, identifying early warning signs in the retail sector such as shifting consumer behavior or inflationary pressures., • Risk Leadership: Present detailed credit committee memos to senior leadership, providing actionable insights into portfolio concentration and counterparty viability. The Ideal Candidate • Professional Background: 5–10 years of credit risk experience within a commodities trading house, investment bank, or major energy firm., • Retail Expertise (Highly Preferred): You possess a nuanced understanding of the retail landscape, including seasonal demand cycles and the unique financial structures of major retail entities., • Analytical Rigor: Advanced financial modeling skills (Excel) and experience with energy/commodity risk systems (e.g., Allegro, Endur, EKA)., • Education: Bachelor’s degree in Finance, Accounting, or Economics; CFA or FRM designations are highly regarded., • Soft Skills: A "commercial mindset"—the ability to say "yes" to a trade by finding creative risk-mitigation solutions.

Lead Advisor is a wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule. Core Responsibilities · Serve as a primary point of contact for clients · Coordinate and execute onboarding of new clients, including account setup, documentation collection, CRM entry, and ensuring a seamless transition into the firm · Coordinate and schedule client meetings in accordance with the firm segmentation and service model · Prepare and review client meeting materials to ensure all supporting documents and deliverables are complete and organized in advance of client meetings · Coordinate responses to inbound client communications by addressing account and policy related inquiries or directing them to the appropriate team member for resolution · Maintain accurate and comprehensive CRM records in accordance with Helios Capital Partners’ guidelines and procedures Key Characteristics · Excellent organizational skills and attention to detail with high follow-through · Excellent verbal and written communication and interpersonal skills · Approachable, respectful and inclusive communication · Ability to give and receive constructive feedback · Proficient in Microsoft Office suite or related software · Proficient in Microsoft CRM or related software · Strong desire for personal and professional growth · Ability to maintain confidentiality · Full time – hybrid role Qualifications Required · Bachelor’s degree ideally in business administration, accounting, finance or equivalent work experience · Life, Accident and Health license and FINRA SIE, Series 6 or 7 and 63 licenses Preferred · 2-5 years in wealth management or investment management industry Salary Range · $60K-$85K plus bonus (depending on experience) 2 days in midtown 60-85k

We are currently looking for an asset management associate located in Brooklyn, NY. The Associate will work closely with senior leadership on all facets of the Company’s self-storage investment business. This position offers potential candidates an opportunity to work at a Buy-Side firm that provides unparalleled experience and exposure from day one. The position offers an applicant the unique opportunity to be directly involved in evaluating and making principal investment decisions. RESPONSIBILITIES • Prepare monthly performance files comparing performance to investment expectations and evaluate potential upside opportunities, • Assist in spreading and reviewing monthly property financials, • Compiling monthly actionable report and determining resolution to drive operational efficiency at the asset level, • Assist in annual budget process, including spreading budgets, analyzing growth trajectory, and annual meetings, • Day-to-day portfolio management and communication with third-party managers, • Underwrite, evaluate, and compile asset management committee memorandums for potential conversion and expansion opportunities throughout the existing portfolio, • Work collaboratively with team members in various ad hoc tasks and analyses as needed, • Manage AM functions on regionally allocation portion of portfolio, • Assist in transition of acquisition properties from Investment team to Asset Management team, • Supporting in acquisition and disposition due diligence, • Handling information requests from lenders, insurers, and property managers Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or Other relevant field, • Around 4 years of experience working in asset or investment management, • Previous experience in relevant real estate, finance, investments, operations or asset management work, • Strong knowledge of MS Excel including high level of competency with formulations, pivot tables and charts, • Strong quantitative and analytical skills; demonstrated skill at identifying patterns and areas of improvement in data analysis, • Detail-oriented, strong attention to detail without compromise of deadlines, • Capacity to multi-task with relentless attention to accuracy and detail, • Excellent people, written and verbal communication skills, • Self-motivated with the ability to work independently, and with a successful track record of working in a team setting, • Enjoys an entrepreneurial culture that places a premium on performance Pay Range/Benefits: Salary range between $100,000-$130,000. This may include benefits such as: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k), Vacation, PTO, Sick/Personal Time, and Holidays.

Patent Specialist for Top Law Firm Located in Newark New Jersey. Flexible work schedule. Hybrid 2-3 days in office Must have min or 2 years of Patent Experience/US/Foreign Patent. • Prepare, revise, and finalize a wide range of intellectual property (IP) documents, including U.S. and foreign patent and trademark prosecution filings., • Perform electronic filing (e-filing) with the USPTO and other domestic and international patent and trademark offices, ensuring compliance with applicable rules and deadlines., • Draft, edit, and proofread legal correspondence, filings, and supporting documents to ensure accuracy, consistency, and adherence to firm standards., • Maintain and manage attorney dockets, accurately calendaring deadlines and proactively monitoring upcoming filing and response dates., • Respond to incoming telephone calls, route calls to appropriate staff, and take detailed and accurate messages as needed., • Process client billing, including proofing billing sheets, reviewing and editing invoices, and coordinating with attorneys and accounting staff to ensure accuracy., • Coordinate and arrange attorney travel, including reservations and itineraries; prepare and submit expense reports in compliance with firm policies., • Provide backup support and assistance to other Patent Assistants within the practice group as needed., • Photocopy, scan, collate, and assemble documents for client mailings, court filings, and internal use. Training and Experience • Comprehensive knowledge of U.S. and foreign patent and trademark prosecution procedures., • Strong experience preparing IP-related documents and performing USPTO e-filings., • Advanced proofreading and editing skills, with close attention to detail., • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)., • Ability to multitask effectively in a fast-paced, deadline-driven legal environment., • Strong organizational skills with the ability to manage competing priorities., • Excellent oral and written communication skills and a professional demeanor., • Demonstrated ability to work independently

Position Overview: Collections Specialist The Collections Specialist is a key contributor to the firm’s credit and collections function, responsible for supporting the timely recovery of outstanding receivables. This role works closely with internal teams and external clients to ensure efficient collections while maintaining strong professional relationships. Success in this position requires excellent attention to detail, strong communication skills, and the ability to manage multiple priorities in a collaborative, fast-paced environment. This role is based in the Roseland, NJ office and follows a hybrid schedule, offering a mix of in-office and remote work flexibility. Key Responsibilities • Oversee the accounts receivable (AR) statement and reminder process, including consistent follow-up on outstanding balances, • Communicate professionally with clients and internal stakeholders via phone and email, as directed by the Credit Manager, • Maintain accurate and organized records within the firm’s collections systems and documentation processes, • Ensure internal Partner approval is obtained before initiating client outreach regarding overdue accounts, • Research and resolve billing discrepancies by partnering with attorneys, billing teams, and clients, including reissuing invoices when necessary, • Proactively reach out to clients to discuss payment status and facilitate timely resolution of outstanding receivables, • Track and manage client payment plans, ensuring compliance with agreed terms, • Escalate complex or unresolved collection matters to Credit Managers when appropriate, • Respond promptly and accurately to inquiries regarding past due balances from both internal and external parties, • Monitor payment behavior and trends, providing insights and updates to Credit Managers to guide next steps, • Document all collection activities within ARCS2G and schedule appropriate follow-ups, • Generate, review, and distribute reports, ensuring accuracy and data integrity, • Partner with Credit Managers to develop and present payment plan proposals to attorneys and clients, • Collaborate with the Revenue Team to identify and implement process improvements, • Participate in semi-annual reviews to assess collectability of accounts receivable and work-in-progress (WIP), • Minimum of 5 years’ experience in accounts receivable and collections, • Prior experience in a law firm or legal accounting environment is strongly preferred, • Strong proficiency in Microsoft Excel and Word; experience with MiniSoft ARCS2G and Aderant is a plus, • Excellent verbal and written communication skills with the ability to interact effectively across all levels of an organization, • Highly organized with strong attention to detail and follow-through, • Proven ability to manage multiple priorities in a deadline-driven environment, • Demonstrates professionalism, sound judgment, and the ability to remain composed under pressure

Job Description As a key member of the FP&A team, the Business Line FP&A AVP will serve as the dedicated finance partner for one of Jefferies' core business lines—Equities or Fixed Income. This role combines analysis with strategic partnership, encompassing forecasting, reporting, business driver analysis, and executive communication. You'll work at the intersection of finance and business strategy, collaborating closely with Front Office COOs, Controllers, and the broader FP&A function to deliver accurate, timely insights that drive decision-making. Beyond day-to-day financial management, you'll play a pivotal role in our Board Enterprise Planning implementation, translating business requirements into scalable reporting solutions and championing technology-enabled transformation. Core Responsibilities • Own the financial planning cycle for your assigned business line (Equities, Fixed Income), consolidating comprehensive forecasts that capture revenue dynamics, expense trends, and resource allocation, • Produce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis, • Prepare executive-ready materials for quarterly reviews (Business Line Presentation, Board materials, management summaries), translating complex financial results into concise narratives with actionable insights, • Act as a trusted finance advisor to the business line, providing responsive, high-quality analysis for strategic initiatives, resource planning, and time-sensitive management questions, • As part of the Board Enterprise Planning implementation efforts, the AVP will translate business requirements into sustainable reporting solutions, problem-solving technical challenges, and delivering the project roadmap, • Communicate clearly and confidently with senior stakeholders, • Build influential cross-functional relationships across FP&A, Front Office COOs, Controllers, IT, and business teams, demonstrating sound judgment in prioritization, escalation, and issue resolution Qualifications • +7 years of progressive FP&A experience, preferably within financial services, • Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently, • Strong financial modeling, consolidation, and variance analysis capabilities, • Understanding of Capital Markets business models, revenue drivers, and expense structures, • Strong communication (written and verbal) with the ability to turn complex analysis into clear messaging for senior audiences. Education Bachelor's degree required in Finance, Accounting, Economics, or related quantitative field Advanced degree (MBA, CFA) a plus but not required Primary Location: New York Full Time Salary Range of $150,000-$165,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Partner — Private Advisory · Select Global Markets THE FIRM Ladd & Co. is a private advisory practice serving entrepreneurs, principals, and multi-generational families across transactions, capital strategy, structuring, and the management of sensitive matters across jurisdictions. The firm advises on M&A, capital placement, co-investment, international structuring, and the resolution of complex cross-border matters. Clients include ultra-high-net-worth families, single and multi-family offices, private holding companies, and institutional investors. The firm operates across New York, Palm Beach, George Town, London, Zürich, Dubai, Singapore, Hong Kong, and Sydney. THE OPPORTUNITY We are selectively appointing Partners in key markets to originate and lead client relationships on behalf of the firm. This is a principal-level arrangement for experienced professionals with established networks among business owners, family offices, and private institutions. Partners operate under the Ladd & Co. brand with full platform support — deal infrastructure, execution capability, global coordination, and institutional-quality materials. In return, they bring relationships, commercial judgment, and the ability to identify and develop high-quality advisory engagements. This is not a salaried position. Partners participate directly and meaningfully in the economics of the engagements they originate. The economics of a single successful engagement at this level are significant — this is a principal-level arrangement, not a commission role. COMPENSATION Partners earn a substantial share of advisory fees on mandates they originate. There is no base salary or retainer. The structure is designed for individuals who have the network to generate significant mandates and prefer to be compensated based on what they produce. Specific terms are discussed directly with qualified candidates. PROFILE — Established network among business owners, family offices, institutional investors, or referral professionals (private bankers, trust and estate lawyers, accounting firm partners) — Direct experience in M&A advisory, capital placement, investment banking, private banking, or a related discipline — Credibility and presence to represent the firm at the most senior level — Based in or deeply connected to your city/region, with broader international connectivity valued — Commercially driven, self-directed, and motivated by building something within a serious, independent platform Apply at laddco.com/careers All enquiries are treated in strict confidence.

Administrative Assistant Private Equity | New York City Hybrid | Paid Overtime + Bonus We are seeking an Administrative Assistant to join the Fund Accounting and Operations team at a leading private equity firm. This role is a great opportunity for someone who is detail‑oriented, eager to learn, and interested in gaining hands‑on exposure to private equity fund reporting and operations. The position supports both quarterly reporting deliverables and day‑to‑day operations, and offers visibility to firm executives and collaboration with teams across the organization. It’s an ideal role for someone looking to build a strong foundation in private equity while working in a fast‑paced, collaborative environment. Responsibilities • Prepare and update quarter‑end financial statements using Microsoft Word, • Track and communicate the status of quarterly reporting, including Capital Account Statements and Financial Statements, • Partner with the Valuations Reporting team to support Limited Partner quarterly deliverables, • Coordinate with Senior Fund Accountants and external auditors to provide requested documentation and support, • Code invoices for payment using Concur Invoice, • Maintain and update team trackers and calendars, • Submit expense reports on behalf of the team, • Coordinate annual CPE registrations, • Assist with organizing team‑building events and activities Ideal Candidate • Highly organized and detail‑oriented, • Comfortable working independently and as part of a team, • Positive attitude and open to taking on new responsibilities, • Quick learner who can follow instructions and process documents efficiently, • Proactive and self‑sufficient, with the ability to anticipate needs and resolve issues Qualifications • Bachelor’s degree required, • Strong written and verbal communication skills, • Demonstrates initiative, ownership, and a strong work ethic, • Team‑oriented with a collaborative mindset, • Proficient in Microsoft Office, particularly Word, Excel, and Outlook

Private equity firm in NYC is hiring a Fund Accounting Administrator to join the Fund Accounting and Operations Team. This is a temp to perm position. Responsibilities: • Prepare and update quarter-end Financial Statements using Microsoft Word, • Track and communicate the status of quarterly reporting, • Collaborate with Valuations Reporting team to provide deliverables for Limited Partner Quarterly Reports, • Coordinate with Senior Fund Accountants and external auditors to post requested support, • Code invoices for payment using Concur Invoice, • Help update the teams numerous trackers and calendars, • Submit expense reports for the team, • Sign the team up for their yearly CPE credits, • Help organize team building events and activities Requirements: • Bachelor’s degree is required, • Familiar with Microsoft Office (specifically Word, Excel, and Outlook)

Front Desk Administrator Our firm seeks an experienced individual to fill our Front Desk Administrator position. Our office is in Midtown Manhattan, NY and we are seeking a candidate who will work in office Monday through Friday. In this position, the candidate will oversee our reception area acting as a first point-of-contact for clients and vendors who call, email, or visit our office. This candidate will develop a general understanding of our firm’s software programs and be able to assist with a variety of administrative and operational tasks as needed. Our ideal candidate will have previous professional experience in an office environment, a keen attention to detail, ability to multi-task and prioritize projects, and previous experience in a customer service or client-facing role. Responsibilities: The following are essential duties and responsibilities. As a support role, other assignments and projects may be needed to assist in the ongoing success of the team. • Provide a friendly and welcoming reception area by monitoring the front doorbell system and greeting visitors in a polite and professional manner; ability to converse with clients while they wait, answer questions and address any complaints., • Manage a multi-line phone system by answering, screening and directing phone calls to the appropriate recipient in a polite and professional manner; manage transferred calls, parked calls and ensure messages are received via voicemail or email/chat., • Initiate calls to outside agencies for senior staff and managers, navigating menu selections for direct transfer to desired representatives., • Manage inventory of office supplies, furniture, and hardware. Assist in ordering and scheduling maintenance as needed., • Schedule and coordinate messengers to deliver or pick-up mail from clients., • Receive, sort, and deliver mail throughout the office. Collect items to be mailed out and correctly package, postage, and send items via USPS, UPS, FedEx, etc and track to ensure proper delivery., • Assist in the collection and organization of documents to be mailed from Raines & Fischer including but not limited to compiling and mailing tax returns, 1099s, etc., • Assist in organizing and filing highly confidential internal information and client information. Scan and send documents securely. Correctly name and promptly file documents in office File Room, Engagement or other local/cloud filing areas., • Assist with tasks related to family accounting including reviewing bills and submitting payments on client’s behalf., • Assist with firm AR efforts by processing payments and sending invoices, • Develop an understanding of Axcess programs to assist in basic data entry, creation of new clients, and creation of new projects as needed., • Participate in firm’s security efforts by completing security training assignments and reporting any suspicious activity to office manager/ managing partners immediately., • Comply with and assist in the upholding of Raines and Fischer’s Core Policies and Practices Qualifications: • 3 years of experience in a professional work environment, • Excellent written and oral communication skills, • Proficient in Microsoft Office Programs including Outlook, Word, and Excel, • Experience with office hardware including printer, scanner, fax machine, and multi-line phone systems

You've built a career in treasury. You know the mechanics, you understand the strategy, and you've earned the right to own something bigger than your current title allows. But at your company, the path from Senior Analyst to the next level runs through years of waiting, layers of approvals, and a promotion timeline someone else controls. ⠀ What if you could skip the line? ⠀ 𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Pave Talent is hiring on behalf of our client, a fast-growing insurance carrier backed by a major private equity firm. This company was built from scratch by senior leadership recruited from some of the most respected names in insurance and financial services, and it has scaled rapidly with significant capital behind it. ⠀ The treasury function is brand new. The Treasurer is building a team of three, and this Senior Treasury Analyst role is the centerpiece: the person who drives the analytical engine, leads the TMS implementation, and sets the standard for how treasury operates as the business grows. ⠀ 𝗖𝗔𝗥𝗘𝗘𝗥 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝗔𝗧𝗜𝗢𝗡 This is not just a Senior Analyst title. You will function as a de facto Assistant Treasurer, building treasury operations alongside the Treasurer with direct access to the CFO and CEO daily. The Treasurer described it this way: "You're going to be on the ground floor building treasury with the Treasurer from the ground up, effectively acting as an assistant treasurer. If you've got a decent amount of experience, this could be a real way to move up your career quickly and get a ton of experience you wouldn't get at a large shop." ⠀ The company just signed with Kyriba for their Treasury Management System. The implementation hasn't started yet. You would lead that buildout from the operations side, working with the implementation consultant to configure and launch the platform. That is your project from day one. ⠀ 𝗪𝗛𝗬 𝗧𝗛𝗜𝗦 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Most insurance companies are running on decades-old technology, buried in technical debt. This company is building a modern, cloud-native platform from scratch, designed to scale rapidly while redefining how policyholders experience financial products. ⠀ The PE backing isn't just money. The firm behind this company has a track record of building industry-leading businesses across financial services, consumer brands, and technology. The thesis: take a proven operator, give them a blank slate, back them with serious capital, and let them build the company they always envisioned. ⠀ 𝗧𝗛𝗘 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬 You will report directly to the Treasurer in a three-person team. There are no VP or SVP layers between you and the C-suite. The company runs a flat, collaborative structure where titles are simple and access is real. ⠀ Your scope covers the analytical and strategic side of treasury: liquidity forecasting, capital and collateral management, investment portfolio support, treasury analytics, and reporting. You will also supervise daily treasury operations run by the Treasury Analyst, mentoring them as processes mature and the function scales. ⠀ 𝗔 𝗡𝗢𝗧𝗘 𝗢𝗡 𝗜𝗡-𝗢𝗙𝗙𝗜𝗖𝗘 𝗥𝗘𝗤𝗨𝗜𝗥𝗘𝗠𝗘𝗡𝗧 This role requires four days per week in-office in Midtown Manhattan (Monday through Thursday), with Fridays remote. This is firm and comes directly from leadership. If a hybrid schedule with four days onsite does not work for you, this is not the right fit. We want to be upfront about this so neither side wastes time. ⠀ 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗕𝗨𝗜𝗟𝗗 • Lead the Kyriba TMS implementation: work with the consultant to configure the platform, define workflows, test integrations, and drive adoption across the treasury function, • Own cash flow forecasting across multiple time horizons, gathering inputs cross-functionally from accounting, investments, and operations and presenting to the Treasurer and CFO, • Manage liquidity monitoring, collateral management, and capital requirement reporting as the insurance platform scales, • Support capital markets activity including FHLB program administration, credit facility management, and external counterparty interaction, • Supervise and mentor the Treasury Analyst on daily treasury operations (cash positioning, wire processing, bank reconciliation), ensuring quality and consistency as processes scale, • Build treasury analytics and reporting frameworks from scratch, including board-level and investor-facing deliverables, • Manage banking relationships end-to-end: lead conversations with banking partners, optimize account structures, drive fee negotiations, and handle the operational plumbing of bank forms, controls, and file configurations, • Develop and document treasury policies, SOPs, and internal controls where none currently exist ⠀ 𝗔 𝗡𝗢𝗧𝗘 𝗙𝗢𝗥 𝗣𝗔𝗦𝗦𝗜𝗩𝗘 𝗖𝗔𝗡𝗗𝗜𝗗𝗔𝗧𝗘𝗦 Let's be direct: you're good at what you do. But at a large company, you're going to get strung along for a long time before you get real visibility or ownership. ⠀ Here's the alternative: join a company backed by a major PE firm, led by leadership with decades of industry credibility, and build treasury from scratch alongside the Treasurer. You will get years of compressed experience, direct C-suite interaction, and the kind of resume line that separates you from everyone else at your level. ⠀ If you've been waiting for the right opportunity to make a move, this is it. ⠀ 𝗧𝗛𝗘 𝗥𝗘𝗔𝗟 𝗧𝗔𝗟𝗞 This is a startup. Right now, even the Treasurer is moving cash. The hiring manager said it directly: "I need somebody that's really excited, that wants to work on things. The job will get interesting, but right now it's a lot of rolling up your sleeves." ⠀ There are no inherited playbooks. You will write the playbook. If you need established processes and clear guardrails to do your best work, this isn't the right fit. If ambiguity energizes you and you want to build something you can point to and say "I did that," keep reading. ⠀ You also need to understand how insurance companies make money. That is not negotiable. The team recently passed on a candidate specifically because they could not articulate the basic insurance business model. Come prepared to talk about how insurers generate revenue, manage float, and think about risk. If you haven't done the homework before the interview, you won't get past the first conversation. ⠀ 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱: • 6 to 12 years of corporate treasury experience with demonstrated breadth across multiple functions. This is critical: if your career has been concentrated in a single treasury function, even if you've done it well for a decade, this role requires someone who has touched cash management, forecasting, capital markets, banking operations, and reporting. The CFO recently passed on a candidate whose experience was deep but narrow., • Insurance or regulated financial institution background strongly preferred. Insurance experience is a near-firm requirement from leadership, not just a preference. Candidates from banking, asset management, or other regulated financial services will be considered if exceptional across every other dimension., • CTP (Certified Treasury Professional) certification strongly preferred. CFA or MBA also valued, but CTP carries the most weight for this role., • Hands-on experience with cash flow forecasting, liquidity management, and treasury reporting, • Working knowledge of capital markets instruments: FHLB, revolving credit facilities, commercial paper, or debt programs, • TMS experience as a daily user (Kyriba preferred). Understanding of how treasury management systems work is required; implementation experience is a strong plus but not mandatory., • Direct banking relationship management experience, and not just transacting within systems someone else manages. You need to speak the language of bank operations: forms, controls, file configurations, account structures. The Treasurer needs someone who can pick up the phone with a banking partner and own the conversation., • Ability to commute to Midtown Manhattan 4 days per week, no exceptions ⠀ 𝗕𝗼𝗻𝘂𝘀 𝗣𝗼𝗶𝗻𝘁𝘀: • Experience from a middle market insurance carrier, reinsurer, or PE-backed insurance platform (teams of 5 to 20 people are the sweet spot), • Kyriba implementation involvement (configuration, testing, go-live, not just managing the consultant), • JPMorgan Access or Oracle Financials experience, • Experience mentoring or supervising junior treasury staff, • ALM, collateral management, or investment portfolio support exposure ⠀ 𝗖𝗢𝗠𝗣𝗘𝗡𝗦𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 𝗕𝗮𝘀𝗲 𝗦𝗮𝗹𝗮𝗿𝘆: $140,000 to $160,000 𝗕𝗼𝗻𝘂𝘀: 10% to 15% annual target 𝗧𝗶𝗺𝗲 𝗢𝗳𝗳: 20 vacation days, 5 sick days, 14 paid company holidays 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Multiple plan options with 100% employer-paid medical and dental available (varies by zip code; 8 to 10 plans depending on state). Vision is employee-paid. 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 401(k) with employer match 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲: Monday through Thursday in-office (Midtown Manhattan, near Grand Central), remote Fridays. Core hours approximately 8:30 AM to 5:30 PM. No late-night culture; the team is typically out by 5:30. 𝗧𝗵𝗲 𝗢𝗳𝗳𝗶𝗰𝗲: Modern space in Midtown Manhattan, fully stocked with snacks and drinks. Flat culture with no VP/SVP title layers. You will interact with the CFO and CEO regularly. ⠀ Apply via LinkedIn and we'll reach out to schedule a conversation. Confidential search; your application is fully private.

You've spent years learning treasury the right way. Daily cash positioning, bank reconciliations, wire processing, building the muscle memory that makes a treasury function actually run. But somewhere along the way, the ceiling showed up. You're good at what you do, and nobody's asking you to do more. ⠀ This is the role where "more" is the entire job description. ⠀ 𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 Pave Talent is hiring on behalf of our client, a fast-growing insurance carrier backed by a major private equity firm. This is a company that barely existed two years ago and has already scaled to a full operating team, with serious capital behind it and senior leadership pulled from some of the most recognized names in the industry. ⠀ The treasury function is brand new. You'd be joining a small, tight team working directly with the Treasurer to build operations from the ground up. This isn't a 60-person finance org where treasury runs on autopilot. Here, your work is visible to the CFO and CEO from day one, and you'll have a level of access and impact that takes years to earn at a larger company. ⠀ 𝗖𝗔𝗥𝗘𝗘𝗥 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝗔𝗧𝗜𝗢𝗡 The company just signed with Kyriba for their Treasury Management System, and the implementation hasn't started yet. The Senior Treasury Analyst will drive that buildout, but as the person running daily operations, you'll be right in the middle of it: testing workflows, migrating your daily processes into the new system, and becoming the first power user. That kind of hands-on TMS exposure is rare at the analyst level, and here it's baked into your first year. ⠀ The Treasurer put it simply: "We're building something. I need people who understand that the job will get interesting, but right now it's a lot of rolling up your sleeves." ⠀ 𝗧𝗛𝗘 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬 This is an operations-first treasury role. The Senior Treasury Analyst (being hired separately) will own analytical work and oversight. Your job is to own and run the daily treasury engine: cash positioning, wire processing, bank reconciliation, payment operations, and the hands-on work that keeps the function moving. ⠀ You'll report directly to the Treasurer in a team of three. There is no VP or SVP layer between you and leadership. The company operates on a flat, collaborative structure where titles are simple and access is real. ⠀ 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗕𝗨𝗜𝗟𝗗 • Own daily cash positioning across all bank accounts; manage and execute wire transfers, ACH payments, and intercompany funding, • Perform daily bank reconciliations and resolve discrepancies with banking partners, • Support banking infrastructure buildout: account setup, signatory management, and direct bank relationship contact (currently on JPMorgan Access), • Support the Kyriba TMS implementation from the operations side: test daily workflows, validate cash positioning and payment processes in the new system, and transition from manual/spreadsheet operations to integrated TMS use, • Assist with cash flow forecasting inputs by gathering data cross-functionally from accounting, investment, and operations teams, • Support liquidity monitoring, collateral tracking, and capital requirement reporting as the insurance platform scales, • Help build and document treasury SOPs, controls, and workflows where none currently exist, • Assist with FHLB program administration and other funding source operations as the capital structure evolves ⠀ 𝗧𝗛𝗘 𝗥𝗘𝗔𝗟 𝗧𝗔𝗟𝗞 This is a startup. Right now, even the Treasurer is moving cash. There are no inherited playbooks, no established SOPs, and no large team to absorb the learning curve. The hiring manager said it directly: "If I'm doing that, then everybody's all hands on deck." ⠀ If you want a role where your boundaries are clearly defined and someone else handles the ambiguity, this isn't it. If you want a role where you build something real and get a decade's worth of exposure in two years, keep reading. ⠀ You also need to understand how insurance companies make money. That isn't optional. The team recently passed on a candidate specifically because they couldn't articulate the basic insurance business model. You don't need to come from insurance, but you need to have done your homework. ⠀ 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱: • 2 to 8 years of corporate treasury experience (more than 8 is likely too senior for this role), • Hands-on daily experience with cash positioning, wire processing, and bank reconciliation (not just forecasting or analytics), • Working knowledge of banking platforms (JPMorgan Access experience is a strong plus), • Ability to commute to Midtown Manhattan 4 days per week, no exceptions, • Understanding of how insurance companies generate revenue (you will be asked about this) ⠀ 𝗕𝗼𝗻𝘂𝘀 𝗣𝗼𝗶𝗻𝘁𝘀: • Experience at a small to mid-size company where you touched multiple treasury functions (not just one silo at a large carrier), • Familiarity with Kyriba or comparable TMS as a daily user, • CTP certification or in progress, • Insurance, reinsurance, or financial services industry background, • Experience building processes from scratch: SOPs, controls, reporting templates, • Exposure to FHLB, revolving credit facilities, or capital markets operations ⠀ 𝗖𝗢𝗠𝗣𝗘𝗡𝗦𝗔𝗧𝗜𝗢𝗡 𝗔𝗡𝗗 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 𝗕𝗮𝘀𝗲 𝗦𝗮𝗹𝗮𝗿𝘆: $130,000 to $150,000 𝗕𝗼𝗻𝘂𝘀: 10% to 15% annual target 𝗧𝗶𝗺𝗲 𝗢𝗳𝗳: 20 vacation days, 5 sick days, 14 paid company holidays 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Multiple plan options with 100% employer-paid medical and dental available (varies by zip code; 8 to 10 plans depending on state). Vision is employee-paid. 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 401(k) with employer match 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲: Monday through Thursday in-office (Midtown Manhattan, near Grand Central), remote Fridays. Core hours approximately 8:30 AM to 5:30 PM. No late-night culture; the team is typically out by 5:30. 𝗧𝗵𝗲 𝗢𝗳𝗳𝗶𝗰𝗲: Modern space in Midtown Manhattan, fully stocked with snacks and drinks. A team of roughly 65 people, growing fast. Flat culture with no VP/SVP title layers. You'll interact with the CFO and CEO regularly. ⠀ Apply via LinkedIn and we'll reach out to schedule a conversation. Confidential search; your application is fully private. ⠀ 𝗣𝗮𝘃𝗲 𝗧𝗮𝗹𝗲𝗻𝘁 | 𝗛𝗶𝗿𝗶𝗻𝗴 𝗥𝗲𝗶𝗺𝗮𝗴𝗶𝗻𝗲𝗱

Assistant Project Manager | Best-in-Class Builder | High-Profile NYC Projects A successful General Contractor with a focus on large-scale multi-family construction projects is looking for an Assistant Project Manager to join their dynamic team of professionals. In this role, the APM will work with the construction and accounting teams to manage several projects throughout Manhattan. Candidates should possess at least 3 years in construction management with experience in large ground up and/or renovation projects. Responsibilities: • Assist in managing design, development and construction documents, • Coordinate with Project Manager and site superintendent, • Manage the permitting process from initial approvals to final Certificate of Occupancy, • Assist in coordination of consultants, meetings and drawings, • Perform take-offs, leveling construction bids and manage award process, • Develop project budgets and project schedule tasks and deadlines., • Interface with other members of team to ensure accuracy with outlining scope, goals, deliverables, required resources, budget, and timing., • Maintain daily logs. Track and report on project milestones and provide reports to management., • Maintain project tracking spreadsheet., • Ensure all project documents are stored and tracked on a timely basis., • Attend meetings and produce meeting minutes. Requirements: • Must have experience with Procore, • 3+ years of project management experience, • Experience with Yardi, MRI, QuickBooks, Excel and Bluebeam are a plus., • Must be able to read construction and shop drawings, • Construction administration experience is a must., • Must be able to work in a fast paced/entrepreneurial environment, • Strong written and oral communication skills Salary: $90,000 - $110,000 The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: If this role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel

A global asset management firm with strong institutional backing is seeking a Fixed Income Credit Analyst (Assistant Vice President) to join its New York investment team. This role focuses on corporate credit research and investment idea generation across investment-grade and high-yield markets, working closely with portfolio managers and collaborating with global teams. This position offers the opportunity to contribute directly to investment decisions and engage with an international research platform. Key Responsibilities • Conduct fundamental credit analysis on corporate issuers, including detailed financial modeling and valuation analysis, • Identify and recommend investment opportunities in investment-grade and high-yield corporate bonds, • Prepare in-depth company reports, including earnings analysis, projections, and investment recommendations, • Present research and investment ideas to portfolio managers and investment committees, • Monitor industry developments and market conditions to generate new investment insights, • Collaborate with global research teams, including colleagues in Tokyo, sharing analysis and market intelligence Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or related field, • 3–5 years of experience in credit analysis or fixed income investing (buy-side or sell-side), • Strong financial modeling and credit analysis skills, • Experience with Bloomberg and financial research tools, • Advanced Excel proficiency, • Strong written and verbal communication skills with the ability to present investment ideas clearly, • MBA and/or CFA preferred

Job title: Municipal and Structured Finance Product Control Start date: asap End date: 6 months from start date Work location: 1271 AoA Work schedule: Hybrid – 50% in office Job Description: • Responsible for the accounting and financial reporting of the Muni Desk. Responsibilities include monitoring and oversight of transactions, P&L, revenue commentary, and balance sheet substantiation., • Preference to find an individual with experience with Municipal Securities and implementing internal controls., • Knowledge of AFS accounting a plus Position Summary: A Fixed Income Division (FID) Product Controller is responsible for the accounting and financial reporting of the fixed Income trading desks. FID Product Controllers are responsible for the monitoring of transactions, P&L, and act as a primary control function. Essential Job Duties: • Work closely with front office personnel in producing daily, weekly, and monthly P&L results and analysis., • Investigate and resolve P&L discrepancies arising from incorrect booking of trades, missing deals, system errors, or valuation issues., • Liaison with various areas within the firm (e.g. Front Office, Operations, Technology, Middle Office and Market Risk), • Continue developing and improving the Internal Control environment through critical evaluation of current controls and processes and utilization of best practice., • Complete the month end closing process for balance sheet reconciliation and substantiation., • Ad hoc requests from the desk, • Drive process and system improvements through participation in various project initiatives., • Assess new trades for appropriate valuation, accounting treatment, and disclosure in the financial statements. Qualifications: • 5+ years of Product Control experience – Preference with experience with Municipals securities., • Familiarity with accounting principles including Available for Sale (AFS), • High attention to detail, • Fast learner and team player, • Strong analytic and problem-solving skills, • Highly proficient in Excel (v-lookups, pivot tables), • Strong interpersonal and communication skills; the ability to clearly articulate ideas, • Accounting or Finance degree required

Virtual Administrative Assistant (Bilingual – English/Spanish) Fully Remote | U.S. Applicants Only We are a boutique tax and accounting firm seeking a reliable, organized, bilingual Virtual Administrative Assistant to support our team with client communication, phone calls, email management, and daily administrative tasks. This role is fully remote, and candidates can be located in NY, NJ, or PA. About the Role You will be responsible for answering client calls, managing inboxes, sending follow-up emails, and keeping administrative tasks organized and on track. You should be comfortable communicating in English and Spanish, working independently, and staying organized in a fast-paced environment. Key Responsibilities • Answer incoming phone calls in English and Spanish, • Respond to client emails clearly and professionally, • Manage and organize multiple email inboxes, • Send reminders, follow-ups, and client communications, • Support client onboarding by collecting documents, sending checklists, and tracking progress, • Maintain organized digital files and records, • Prepare simple templates and messages for clients, • Assist with general administrative tasks as needed Qualifications • Bilingual: English and Spanish (written and verbal), • Previous experience in administrative support, customer service, or virtual assistance, • Strong phone and email communication skills, • Highly organized with attention to detail, • Comfortable handling deadlines and managing multiple tasks, • Experience with Microsoft Office and/or Google Workspace, • Positive attitude and dependable work habits, • Able to work independently and follow clear processes Compensation $22 to $25 per hour, depending on experience. Schedule Fully remote Must have consistent availability during standard business hours (EST) them. LIC Tax is an equal opportunity employer. We do not discriminate based on race, color, religion, gender, national origin, age, disability, or any protected status under applicable laws.

Bid Analyst Hybrid: Onsite 3 days per week, flexible start / finish times About the Opportunity This high-visibility position sits at the heart of our vendor selection process, transforming complex cost data into clear business recommendations that fuel margin growth and operational efficiency. If you enjoy turning numbers into negotiation power - and want a role that will accelerate your career path in supply-chain finance - read on. Why Join Us • Direct line of sight to senior leadership and decision-makers - your insights will shape multimillion-dollar sourcing choices., • Competitive base salary, annual performance bonus, robust benefits (medical, dental, vision, 401k with match), and commuter perks., • Career-development roadmap with budget for certifications (APICS, CPSM, SQL, or Python) and industry conferences., • Collaborative culture that values innovation, data-driven thinking, and continuous improvement. What You’ll Do • Team with cross-functional stakeholders (finance, merchandising, logistics) to gather data and craft comprehensive proposal packages for prospective suppliers., • Evaluate product and freight cost drivers, total landed cost scenarios, and margin impact to benchmark competing bids., • Assist strategic-sourcing leadership during price and contract negotiations, providing real-time financial insights., • Model alternative sourcing and distribution strategies to recommend the most cost-effective approach under varying demand and inventory scenarios., • Develop ad-hoc financial models and dashboards that surface spend trends, savings opportunities, and risk indicators for leadership review., • Track realized savings and supply-chain KPIs following award decisions, highlighting areas for continuous improvement., • Own the full analytics life-cycle: data wrangling, exploratory and predictive modeling, and visualization for executive-level storytelling. Candidate Profile • 1 + years of experience in financial, procurement, or data-analytics roles within distribution, CPG, retail, or related industries., • Bachelor’s degree in business, Finance, Economics, Supply-Chain Management, Accounting, or a quantitative field (or equivalent experience)., • Advanced Excel skills (pivot tables, Power Query, VBA a plus) and solid PowerPoint storytelling chops; familiarity with BI tools such as Power BI or Tableau preferred., • Working knowledge of SQL or similar query languages and a comfort level with large data sets., • Exceptional attention to detail, problem-solving mindset, and ability to manage multiple time-sensitive projects independently., • Strong written and verbal communication skills - able to distill complex analytics into clear, persuasive business language. About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS

Role Overview: The Cloud Security Engineer is responsible for deploying, managing, and securing cloud solutions across AWS, Azure, and Google Cloud platforms. This role involves close collaboration with IT, Cloud Engineering & Operations, Network Operations and Data Science Center teams, acting as a technical lead and primary contact for cloud security projects, migrations, and integrations. The Cloud Security Engineer is expected to have hands-on experience managing cloud services in a hybrid environment, with a strong focus on implementing and maintaining robust security controls. In addition to technical responsibilities, the Cloud Security Engineer will engage with both internal colleagues at all levels within the firm and external stakeholders, ensuring seamless communication and coordination on cloud security matters. The Cloud Security Engineer will stay informed on emerging cloud security technologies and will translate information security policies into operational processes, continuously enhancing the security posture of the organization. At Cornerstone Research, you will be part of a thriving, 1,000-strong team that spans nine offices, comprises more than 55 nationalities, and leads the industry in its commitment to develop team members across all levels. Inc. Magazine has recognized Cornerstone Research three times as a Best Workplace for its outstanding employee engagement, collaborative culture, and professional growth opportunities. You'll Love It Here If You: * Embrace learning and continuous improvement * Set and strive for a high bar of excellence * Believe that teamwork leads to success: ask us what it means to be #onefirmfirm! * Take pride in always doing your best work, even if it's harder or takes longer * Are passionate about what you do How You'll Help Our Team Succeed: • Designs and engineers secure cloud solutions leveraging Google Cloud, AWS and Azure IaaS, PaaS, and SaaS, with a focus on security best practices., • Researches, designs, and implements new cloud security technologies to enhance Cornerstone's cloud security posture., • Supports applications hosted in cloud environments, ensuring they meet stringent security standards., • Deploys and develops cloud cost management, budgeting, and expensing capabilities, with an emphasis on security aspects to control unauthorized access and expenditures., • Manages and reports on cloud costs, identifying and reporting unusual expenditures with a focus on security implications., • Conducts periodic audits of accounts, permissions, and access rights for cloud services in compliance with security policies., • Builds and maintains strong relationships across IT teams, fostering collaboration on cloud security issues., • Performs periodic gap analyses against current and future security requirements to improve cloud security measures; recommends relevant improvements., • Administers and supports secure connectivity to cloud services, ensuring encrypted and protected data transfers, using AWS Direct Connect and Azure Express Route., • Monitors daily maintenance event logs for cloud-based environments and addresses any noted issues., • Maintains security patches in alignment with industry best practices., • Creates and maintains cloud-related security policies and procedures in partnership with the Director, Information Security., • Creates and maintains cloud security operational documentation and training materials for use by IT staff. What You'll Need to Be Successful: • 8+ years of experience in cyber security roles required, with professional services experience preferred., • Extensive experience supporting and administering AWS, Azure, Google Cloud and O365 cloud environments., • Experience with cloud security implementations, migrations, and integrations within secure frameworks., • Familiarity with programmatic means of cloud security administration, such as cloud APIs and CloudFormation Templates on AWS, with a focus on secure configuration., • UNIX/Linux experience with a strong exposure to server administration., • Bachelor's degree in a relevant field or equivalent combination of education, skills and experience., • Cloud Professional Certification required (e.g., AWS Certified Security - Specialty and/or Microsoft Certified: Azure Security Engineer Associate or similar)., • Additional security related IT certifications (e.g., CISSP, CISM, CompTIA Security+) are a plus. Cornerstone Research is offering a competitive market base salary for this position. The base salary range represents the low and high end of the salary range for this position in all eligible locations. This range may differ based on your geographic location and cost of living considerations. At Cornerstone Research, we believe compensation is more than just a base salary. We offer a competitive total compensation package that includes an annual performance bonus and comprehensive benefits such as flexible options for healthcare, paid time off, and retirement savings. Relocation assistance is not offered for this position. Boston: $141,400 - $171,500 Chicago: $134,00 - $162,500 Los Angeles: $140,400 - $170,300 New York: $143,800 - $174,400 San Francisco: $154,200 - $187,000 Washington, D.C.: $138,800 - $168,400 We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team. Who We Are: Cornerstone Research provides economic and financial analysis and expert testimony in all phases of commercial litigation and regulatory proceedings. We work with a broad network of testifying experts, including leaders from academia and industry, who are recognized for their depth of knowledge, accomplishments, and research. Our staff consultants contribute expertise in economics, finance, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to produce outstanding results. We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team. The firm's uniquely collegial, supportive atmosphere makes Cornerstone Research a great place to work. We invest in our people in a host of ways, from providing meaningful learning and development opportunities to organizing memorable social events. To many, our culture and our people are the most exciting, enriching aspects of a Cornerstone Research career. Equal Employment Opportunity: Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law.

Job Locations US-NY-New York | US-MA-Boston | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-CA-San Francisco | US-CA-Menlo Park | US-DC-Washington ID 2025-3759 Category Summer Associate - MBA Who We Are Cornerstone Research provides economic and financial consulting and expert testimony in all phases of complex disputes and regulatory investigations. The firm works with an extensive network of prominent academics and industry practitioners to identify the best-qualified expert for each assignment. With a reputation for high quality and effectiveness, Cornerstone Research has consistently delivered rigorous, state-of-the-art analysis since 1989. The firm has more than 1,000 professionals in nine offices across the United States, UK, and EU. Cornerstone Research is involved in a broad variety of high-profile legal cases and disputes that are often covered on the front pages of business newspapers. Current matters focus on topics such as capital markets, business and securities valuation, M&A and corporate events, risk management, market competition, high-frequency trading, the impact of marketing on consumers, and patent infringement. Much of our work rests at the intersection of finance and economics as we evaluate potential mergers, claims of anticompetitive conduct, and the impact of intellectual property infringement. We also address marketing and economic issues arising in cases with allegations of misleading marketing or false claims. Much of our work involves qualitative and quantitative analysis, including sophisticated econometrics and cutting-edge data analyses. More detail can be found on our website: . Cornerstone Research provides an interesting and rewarding work environment. The firm has grown steadily over more than 35 years, and we maintain a firm culture that is collegial, supportive, friendly, and collaborative. Summer Associates at Cornerstone Research The Summer Associate position offers prospective Associate candidates the opportunity to gain first-hand experience in our work. Summer Associates help devise and apply innovative analytical approaches meeting the highest academic standards to address challenging issues. We invest heavily in cutting-edge information resources and computing capabilities and often have access to proprietary data to inform our analyses. Candidate Profile Cornerstone Research provides exceptional career opportunities for MBAs while offering an industry-competitive compensation and benefits package. Our work is largely structured around collaborating in teams to develop and apply analytical frameworks to real- world issues and presenting complex analyses to our clients. Therefore, we look for candidates with strong analytical, communication, and management skills. The ideal candidate will also have a strong background and interest in finance, economics, or accounting. If you have earned a CPA or CFA, work in analytical finance, or are passionate about and are focusing on one of these fields in your MBA program, we strongly encourage you to apply. Interested Candidates Candidates should complete the online application on our careers website where you will be asked to submit a cover letter (including a statement describing your interest in economic and financial consulting and your location preferences) and a resume. Please be sure to rank our offices in order of your location preference, if any. We are currently hiring in our Boston, Brussels, Chicago, London, Los Angeles, New York, Bay Area (San Francisco and Silicon Valley), and Washington, D.C., offices. Candidates must be eligible to work in the United States. Cornerstone Research will consider students with F-1 status who can independently obtain work authorization. Contact Associate Recruiting Team Cornerstone Research Email: Website: Cornerstone Research offers market-leading compensation. The bi-weekly salary for the Summer Associate role is $7,500.00 in the United States. Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law. Not ready to apply? Connect with us for general consideration.

Account Manager / Bookkeeper – Touring Artist Financial Management Company Overview We are a specialized business management firm dedicated to handling the financial needs of musicians, bands, and touring artists. Our fast-paced environment requires precision, adaptability, and a deep understanding of the entertainment industry. If you have experience managing finances for touring artists and want to work with a growing, collaborative team, we’d love to hear from you. Position Overview We’re seeking an experienced Account Manager / Bookkeeper with at least 3 years of experience handling financials for touring artists and musicians. The ideal candidate has worked in business management firms, tour accounting, and understands the complexities of managing finances in a high-volume, fast-moving industry. This is an opportunity to step into a client-facing role, working directly with artists, managers, and teams to ensure financial accuracy, handle tour reconciliations, and provide high-level financial support. Candidates must have strong QuickBooks Desktop experience and be comfortable handling multiple clients. Please note this position is full time in office only without any remote or hybrid option. Key Responsibilities • Full-charge bookkeeping for multiple touring and entertainment clients., • Bank and credit card reconciliations, tour settlements, and cash flow tracking., • Accounts payable and receivable, invoice processing, and vendor payments., • Preparing financial reports, including P&L statements, balance sheets, and tour financial summaries., • Tracking and managing artist commissions, royalties, and tour expenses., • Communicating directly with clients and their teams to provide financial updates, answer inquiries, and ensure smooth operations., • Ensuring month-end closes, tax preparation, and compliance deadlines are met., • Assisting with budgeting, forecasting, and financial planning for touring clients., • Supporting new client on-boarding and financial system setups. What We’re Looking For • Minimum 3 years of experience in account management and bookkeeping for touring artists and musicians., • Experience in a business management firm, tour accounting firm, or high-volume bookkeeping environment is preferred., • QuickBooks Desktop expertise is required., • Strong Excel skills, including experience with reconciliations and financial tracking., • High attention to detail—you catch errors before they become problems., • Strong communication skills—comfortable handling client relationships and discussing financial matters., • Ability to manage multiple clients and deadlines without feeling overwhelmed., • Familiarity with commission structures, royalties, and entertainment industry financial practices is a major plus. Why Join Us? • Work directly with high-profile musicians and entertainment clients., • Be part of a tight-knit team where your contributions make a real impact., • Opportunity to grow in a specialized entertainment finance role., • Fast-paced and engaging work environment—no two days are the same., • Competitive salary based on experience. How to Apply If you meet the experience requirements and are excited about working in touring artist financial management, we’d love to hear from you. Apply by sending your resume and a short cover letter explaining your experience with touring artists and musicians. Please do not call the office.