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COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

COMPANY OVERVIEW \n Our client is a sophisticated, privately held global family office and professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities. \n \n The organization operates in a highly collaborative, service-oriented environment where discretion, accuracy, and long-term relationships are critical. The U.S. team works closely with colleagues across a broader global platform, providing employees with exposure to complex financial matters and the opportunity to work alongside experienced professionals across multiple disciplines. \n \n POSITION SUMMARY \n The Associate Financial Controller is a newly created position within the Finance and Tax function, established to provide additional oversight and support across financial reporting, accounting, and tax operations. \n \n The role will support the Financial Controller across fund and trust accounting, corporate accounting, payroll, and financial reporting, while also partnering with the tax function on compliance services for family clients. \n \n The position is approximately 65% Financial Controlling and 35% Tax and combines hands-on accounting and tax responsibilities with process improvement, systems enhancements, and coordination across U.S. and international operations. \n \n The successful candidate will bring strong accounting and tax technical capabilities, exceptional attention to detail, sound judgment, discretion, and a service-oriented mindset. This individual will interact with internal colleagues, clients, family members, and external accounting partners and will provide important coverage across both accounting and tax functions. \n \n KEY RESPONSIBILITIES \n Client & Fund Accounting \n\n • Support accounting for trust and investment structures, including the accurate allocation and distribution of income, gains, and expenses across 200+ client trust accounts.\n, • Maintain client accounting records and ensure accurate reporting and reconciliations across multiple financial systems.\n, • Assist with trust account contributions, distributions, rebalancing, and asset allocation.\n, • Prepare trust tax schedules, financial schedules for audits and regulatory examinations, and quarterly reporting packages.\n, • Maintain underlying financial data supporting regulatory reporting and external audits.\n, • Support accurate daily accounting operations, compliance with applicable accounting standards, and timely financial reporting.\n\n \n Corporate Accounting, Payroll & Benefits \n\n • Support corporate accounting, budgeting, and banking activities for U.S.-based entities.\n, • Assist with daily cash reporting, bank reconciliations, monthly account analysis, budgeting, and reporting to international stakeholders.\n, • Partner with internal advisors to provide financial analysis supporting clients.\n, • Assist with payroll administration and related reporting and tax filings.\n, • Support the administration of employee benefit programs.\n\n \n Tax Compliance & Planning Support \n\n • Assist with the preparation of complex federal and state tax returns for individuals, trusts, foundations, partnerships, corporations, S corporations, and LLCs.\n, • Coordinate with clients, colleagues, and outside advisors to gather and maintain financial and tax information.\n, • Maintain records supporting tax-loss harvesting and trust distribution planning strategies.\n, • Assist with quarterly federal and state estimated tax payments.\n, • Prepare domestic payroll reports and forms for clients.\n, • Prepare drafts of annual gift tax returns, FBARs, and reports of foreign gifts.\n, • Coordinate with international colleagues to obtain required financial and tax information.\n, • Partner with an external accounting firm responsible for final review and filing of tax returns.\n\n \n Systems & Process Improvement \n\n • Maintain accurate and complete client financial and tax records.\n, • Update internal systems supporting tax filings, accounting, and client reporting.\n, • Maintain client files in coordination with external accounting partners.\n, • Identify opportunities to improve accounting and tax processes, controls, workflows, and systems.\n, • Support continued alignment and information sharing across U.S. and international operations.\n\n \n EDUCATION & EXPERIENCE \n\n • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Tax, or a related field.\n, • CPA or equivalent professional designation.\n, • 5+ years of finance/accounting experience, preferably within an international professional services environment.\n, • Knowledge of accounting, taxation, bookkeeping, and banking.\n, • Strong Excel, QuickBooks, and Microsoft Office skills.\n, • Experience leveraging AI and automation within business processes and workflows.\n, • Strong communication skills with demonstrated integrity, prudence, discretion, and attention to detail.\n, • Continuous improvement mindset.\n\n \n SE#510821859

Family Office Controller \n \n The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. \n \n The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. \n This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. \n \n Essential Requirements \n\n • Provide support to the CFO and family office leadership across all aspects of accounting and finance.\n, • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner.\n, • Prepare monthly and annual financial statements.\n, • Manage investment accounting and monitoring and prepare investment reports.\n, • Assist with the implementation of new technology related to general ledger and investment reporting.\n, • Establish and maintain accounting and operational processes and controls.\n, • Manage cash balances, cash flow forecasting, and liquidity planning.\n, • Oversee banking relationships and treasury processes.\n, • Supervise an accounts payable / junior accountant and work closely with them on expense processing.\n, • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality.\n, • Coordinate with external tax advisors to ensure timely and accurate filings.\n, • Manage, build, and support budgets, expense tracking, and financial planning processes.\n, • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals.\n, • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity.\n, • Work independently, manage recurring deadlines, and maintain strict confidentiality.\n\n \n Additional Qualifications \n\n • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment.\n, • CPA required or currently on the CPA track.\n, • Bachelor’s degree in Accounting, Finance, Tax, or a related field.\n, • Excellent written and verbal communication skills.\n, • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools.\n, • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus.\n, • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus.\n, • Experience with consolidations and GAAP financial reporting.\n, • Demonstrated ability to be flexible and resourceful in a complex and lean environment.\n, • Strong judgment, discretion, and impeccable integrity.\n, • Ability to work in the office five days per week.\n, • Must be comfortable working in an office where dogs may be present in the future.\n\n

Job Description We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission-based consultative sales role with unlimited income potential. Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year. Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility. WHAT YOU'LL DO Client Consultation & Advisory • Conduct 300-600 outbound call attempts daily to business owners using our power dialer, • Perform discovery consultations to understand business objectives and capital needs, • Assess financial situations and recommend appropriate lending solutions, • Build trust and credibility as a financial resource for growing businesses Sales & Relationship Management • Present tailored financing packages aligned with client business goals, • Guide clients through the application and approval process with support from our processing team, • Collaborate with senior advisors on deal structuring and closing strategies, • Develop long-term client relationships that generate repeat business and referrals Business Development • Build a portfolio of satisfied clients who return for future financing needs, • Establish referral partnerships with accountants, attorneys, and business networks, • Create predictable revenue streams through relationship cultivation, • Leverage your professional network to generate warm opportunities EARNINGS POTENTIAL Commission-Based Compensation (Temporary base salary) • Year 1: $60,000-$150,000 (establishing your client base), • Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors with Teams: $1,000,000+ annually COMPREHENSIVE SUPPORT PROVIDED Training & Mentorship • In-depth training on commercial lending products, credit analysis, and underwriting basics, • Advanced sales training in consultative selling and objection handling, • One-on-one mentorship from veteran advisors earning $500,000+, • Weekly strategy sessions and continuous professional development Technology & Infrastructure • Power dialer system with built-in CRM and lead management, • Business intelligence and contact data tools, • Professional communication platform, • Full training on all systems and technology Operational Support • Complete back-office processing team handles all paperwork and underwriting coordination, • Senior advisors provide deal structuring guidance and closing support during ramp period, • Compliance and documentation assistance for all transactions, • Dedicated team manages lender relationships and funding logistics IDEAL CANDIDATE PROFILE You'll excel in this role if you have: ✓ Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales ✓ Business acumen - Understanding of how businesses operate and their capital needs ✓ Relationship focus - You build long-term partnerships, not just transactional sales ✓ High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer ✓ Self-direction - Proven ability to manage your own schedule and stay productive ✓ Professional maturity - You represent yourself and the company with integrity ✓ Results-driven - Track record of meeting or exceeding performance goals Preferred Background: • 2+ years in consultative or relationship-based sales, • Experience in financial services, insurance, lending, or fintech, • Previous work with business owners or B2B decision-makers, • Familiarity with financial concepts and business financing, • History of building and maintaining a book of business WHAT TO EXPECT Work Environment: • Flexible schedule with the autonomy to manage your own time, • High-activity role focused primarily on outbound prospecting and relationship building Realistic Timeline: • Months 1-3: Intensive training and initial prospecting with mentor support, • Months 4-6: Begin closing deals independently while building client relationships, • Months 7-12: Establish consistent production and develop repeat client base, • Year 2+: Leverage established relationships and referrals for compounding income growth Important Considerations: • Commission compensation with variable income based on performance, • Initial ramp period of 3-6 months before reaching consistent income levels, • Success requires self-discipline, time management, and consistent daily activity Requirements For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles. For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles. For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at. For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time. REQUIREMENTS Essential: • Experience in consultative or relationship-based sales not required, but preferred, • Proven track record of meeting or exceeding sales targets, • Strong communication and relationship-building abilities, • Comfortable with high-volume outbound calling as primary prospecting method, • Self-motivated with excellent time management skills, • Reliable home office setup with high-speed internet, • Legal authorization to work in the United States Benefits You'll need: • Professional phone presence and business communication skills, • Ability to understand and explain financial concepts to business owners, • Resilience and positive attitude when facing rejection, • Commitment to following our proven sales methodology, • Willingness to invest 6-12 months building your client base Must be in the office, no remote available. Looking for an immediate hire. Apply today and take the first step toward a career without limits. High rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Position Overview: \n The Senior Associate, Fund Accounting will oversee accounting and financial reporting across a group of real estate funds, including new vehicles in capital formation. This is a high-impact role for someone who enjoys owning fund reporting from start to finish and partnering with teams across the firm. \n \n Key Responsibilities: \n\n • Own accounting and reporting for new investment vehicles as they raise capital\n, • Manage capital calls, distributions, and cash across funds\n, • Apply the terms of partnership agreements and side letters to fund calculations and allocations\n, • Prepare waterfall and management fee calculations and review investor capital accounts\n, • Maintain the general ledger and ensure accurate bookings across multiple funds\n, • Produce financial statements and quarterly investor reporting\n, • Lead the annual audit and work with external tax and audit advisors\n, • Partner with investment, legal, investor relations, and corporate teams on new deals and ongoing needs\n\n \n Qualifications: \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • 3-8 years of fund accounting and financial reporting experience with real estate funds\n, • Working knowledge of partnership agreements, waterfalls, and investor capital accounts\n, • Experience preparing financial statements and managing audits\n, • Advanced Excel skills\n, • CPA with a combination of public accounting and private industry experience preferred\n

Job Description Fetner Properties is a prestigious privately-held development, management and investment firm with a property portfolio that spans New York City. We aim to put a personal touch on everything we do and stay engaged on a human level with our full-service involvement in every step of the process. Whether it’s as advisors, owners, managers, or developers, we strive to stay active and present in this city and are always prepared to roll our sleeves up and go the extra mile. Founded in 1949, Fetner has a proven, unmatched track record. With rental, condominium, and mixed properties throughout New York City, Fetner continues to be at the forefront of New York Real Estate. Job Title: Administrative Assistant FLSA Status: Non-Exempt Reports To: CFO, SVP Supervisory Responsibilities: No Scope and Purpose: The Administrative Assistant is responsible, under the direction of the CFO and SVP, for the job duties and responsibilities listed below in compliance with all company policies and procedures and all applicable Equal Employment Opportunity, Fair Housing and Human Rights statutes. Duties and Responsibilities: The Administrative Assistant supports the following: 1. Administrative Support, 2. Special Projects The tasks in the Administrative Assistant's area of responsibility include, but are not limited to, the following: Administrative Support 1. Provides reception coverage in the office, including answering telephones., 2. Effectively assumes duties of Administrative Assistant, where necessary., 3. Performs research and fact-finding tasks, which include tracking reports, scheduling meetings, communicating with vendors and clients., 4. Provides administrative assistance to Management, which includes the preparation of correspondence, proposals and other documents as part of the daily activities of the office., 5. Maintains up-to-date and organized files for site/corporate information, including contracts, and licenses., 6. Office management to include maintaining stock, and oversight of office functionality., 7. Perform accounts payable functions as needed., 8. Maintain payables system & software, ensure vendors are registered, payments are processed timely. Assist vendors and staff in resolving payables issues, interface with accounting and property management team to ensure timely processing., 9. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management., 10. Provide administrative assistance to Management, including the preparation of correspondence and other documents as part of the daily activities of the office, 11. Perform other related duties as required and assigned, 12. Assist in special projects, 13. Special projects as assigned by the staff and/or executives of Fetner Properties. Knowledge and Skills 1. Ability to organize and prioritize workloads., 2. High School diploma or equivalent., 3. Proficiency in Microsoft Word and Excel., 4. Excellent written and verbal communication skills., 5. Excellent telephone presentation skills. 6.Self-starter with the ability to work independently and within a team. Working Conditions 1. Position is located in New York City (Manhattan), 2. Overtime may be required to complete tasks assigned.

Job Description VP New Markets Tax Credit Operations About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking an experienced New Markets Tax Credit professional to lead the daily operations and execution of Empowerment Reinvestment Fund's NMTC platform. Reporting to the Executive Vice President and Chief Operating Officer, the VP, New Markets Tax Credit Operations will coordinate transactions from pipeline through closing, manage allocation and documentation controls, support deal sourcing, build and manage the operations team, and oversee ongoing administration of the NMTC portfolio. The role requires strong NMTC technical and execution experience; capital formation and primary underwriting leadership are not core requirements. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $165,000 to $175,000, depending on NMTC technical expertise, transaction execution, portfolio administration, and management experience. TruFund also offers a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The VP is the operational leader for the NMTC platform and is accountable for consistent, timely execution across the transaction and portfolio lifecycle. This role translates program strategy into coordinated workplans, ensures that documentation and approvals remain complete, and creates the processes, staffing, and controls needed to support closings and ongoing portfolio administration. The VP works closely with origination, asset management, compliance, finance, legal counsel, investors, leverage lenders, borrowers, and consultants. Key Responsibilities NMTC Platform Operations • Manage day-to-day execution: Own the operating calendar, workplans, priorities, handoffs, and service standards for the NMTC platform., • Build repeatable processes: Create and maintain procedures, checklists, templates, dashboards, file standards, and controls for pipeline management, diligence, approvals, closing, funding, and post-closing administration., • Coordinate cross-functional work: Align internal teams and external advisors, clarify responsibilities, escalate issues, and keep transactions and reporting obligations on schedule., • Manage consultants and vendors: Define scopes of work, coordinate assignments, monitor deliverables, and support contract and invoice administration. Transaction Coordination and Closings • Coordinate the transaction lifecycle: Develop and manage detailed timelines from initial screening through due diligence, approvals, closing, funding, and handoff to asset management and compliance., • Maintain closing readiness: Track conditions, approvals, entity documents, organizational records, third-party reports, legal documents, funding mechanics, and unresolved issues., • Facilitate diligence and documentation: Collect and organize borrower, project, investor, lender, and legal materials; confirm that the appropriate technical, legal, compliance, and business reviews are completed., • Support transaction structuring: Apply strong NMTC technical knowledge to coordinate multi-party structures and translate agreed business terms into executable closing plans., • Ensure complete handoffs: Deliver organized closing records, critical dates, reporting requirements, and monitoring obligations to asset management, compliance, finance, and other responsible teams. Deal Sourcing and Pipeline Management • Support deal sourcing: Cultivate referral sources, identify potential projects, coordinate introductory discussions, and help maintain a pipeline consistent with ERF's mission and allocation strategy., • Screen opportunities: Coordinate preliminary eligibility, readiness, impact, timing, and documentation reviews and route qualified opportunities to the appropriate decision-makers., • Maintain pipeline reporting: Keep accurate pipeline stages, anticipated allocation needs, closing forecasts, dependencies, and next actions; provide routine reports to leadership. Allocation Tracking and Portfolio Administration • Track allocation and QEI activity: Maintain current records of allocation availability, transfers to subsidiary CDEs, Qualified Equity Investments, deployment deadlines, closings, and remaining balances., • Administer sub-CDE entities: Coordinate formation, registration, good-standing requirements, annual filings, authorized signers, records, and dissolution activities with counsel and internal partners., • Maintain the system of record: Ensure executed agreements, amendments, approvals, notices, reports, and correspondence are complete, current, accessible, and retained in accordance with policy., • Coordinate portfolio requirements: Track recurring borrower, investor, leverage lender, impact, covenant, insurance, and reporting obligations and partner with asset management and compliance on follow-up., • Support AMIS and impact reporting: Coordinate data collection and quality control for Transaction Level Reports, Institution Level Reports, allocation applications, and other regulatory, investor, and impact reporting. Team Management and Continuous Improvement • Build and manage the operations team: Assess staffing needs, recruit and onboard team members, allocate work, set expectations, coach performance, and develop technical capability., • Strengthen controls: Identify execution, documentation, timing, and operational risks; implement preventive and detective controls and monitor corrective actions., • Improve platform performance: Use transaction and portfolio data to identify bottlenecks, improve cycle time and accuracy, and recommend process or technology enhancements., • Support budgeting: Develop and monitor the operational budget for staffing, consultants, legal services, site visits, systems, and other program needs. Qualifications and Experience • At least eight years of progressively responsible experience in NMTC, community development finance, commercial lending operations, tax credit transactions, portfolio administration, or a related field., • At least five years of direct NMTC experience coordinating or managing transactions, closings, allocation activity, reporting, documentation, or portfolio operations., • Strong working knowledge of Community Development Entities, Qualified Equity Investments, sub-CDE structures, Qualified Active Low-Income Community Businesses, IRC Section 45D, CDFI Fund guidance, and AMIS reporting., • Demonstrated ability to manage multiple complex transactions, stakeholders, deadlines, and documentation workstreams with accuracy and sound judgment., • Experience building or leading a team and establishing practical operating procedures, controls, dashboards, and accountability measures., • Proficiency with Microsoft Excel and transaction, document management, or portfolio systems; experience with the CDFI Fund's AMIS portal is strongly preferred., • Bachelor's degree in finance, accounting, economics, business administration, public administration, or a related field, or an equivalent combination of education and directly relevant experience., • Experience with underwriting, credit analysis, or capital formation is helpful but is not required as a core qualification for this position. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

A leading boutique investment banking platform dedicated to the global insurance and broader financial institutions sector is seeking a Vice President to join its high-performing FIG team. Backed by one of the fastest-growing and most respected financial services advisory groups in the world, this platform offers senior bankers the resources, expertise, and network to win and execute complex transactions in insurance, specialty finance, and other financial services verticals. \n \n The Vice President will play a leadership role in transaction execution, oversee Associates and Analysts, contribute to client relationship management, and work closely with senior leadership on business development initiatives. This position is ideal for a banker who thrives in an entrepreneurial, collaborative environment while managing multiple high-profile assignments. \n \n Title: Investment Banking – Financial Institutions Group (FIG) Senior Vice President (SVP) \n Salary: $250,000 – $275,000 + Bonus \n Location: New York, NY (Hybrid) \n \n Responsibilities: \n\n • Lead the execution of buy-side and sell-side M&A, capital markets, and strategic advisory transactions within FIG, with a strong focus on insurance, insurance technology or insurance services.\n, • Manage deal teams, supervising Associates and Analysts to ensure high-quality work products and efficient workflows.\n, • Take a lead role in preparing and presenting pitch books, information memoranda, management presentations, and other client materials.\n, • Conduct and oversee complex financial modeling, valuation analyses, and strategic reviews.\n, • Support origination efforts of senior team (Partners/MDs) by identifying potential opportunities, conducting prospect research, and participating in client pitches.\n, • Maintain and expand relationships with existing clients while building new ones in targeted FIG sub-sectors.\n, • Coordinate due diligence processes and liaise with legal, accounting, and other advisors.\n, • Stay informed on market trends, competitive dynamics, and regulatory developments impacting the financial institutions sector.\n\n \n Requirements: \n\n • Bachelor’s degree in business administration, Finance, Economics, or related field; MBA or other advanced degree a plus.\n, • 6–10 years of relevant experience in investment banking, with strong exposure to FIG and insurance sector transactions.\n, • Proven ability to lead multiple transactions from start to finish while managing teams.\n, • Strong origination support skills and a demonstrated ability to develop client relationships.\n, • Advanced financial modeling, valuation, and analytical skills.\n, • Excellent written and verbal communication abilities, with a track record of delivering high-impact client presentations.\n, • Proficiency in Excel, PowerPoint, and financial databases.\n, • Series 79, 63, and 7 licenses is a must\n, • Self-motivated with strong leadership skills, business acumen, and attention to detail.\n

Job Title: Senior Associate, Private Markets Fund Accounting \n Location: Union, NJ (hybrid) \n \n About the Role \n Step into a high-impact role at the heart of Private Markets, where you'll work in complex fund accounting across diverse alternative investments. You'll work alongside top-tier professionals in a fast-paced, growth-driven environment, gaining deeper industry exposure while driving meaningful results that matter. \n \n Why Join SS&C \n SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. \n You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. \n \n How You Will Make an Impact \n\n • Perform bank reconciliations and post journal entries to ensure accurate financial records\n, • Deliver high-quality, accurate work within tight reporting deadlines, taking ownership of key deliverables\n, • Prepare and maintain comprehensive workpapers, including capital activity, investment transactions, and income and expense accruals\n, • Update and manage distribution waterfall (carried interest) models with precision\n, • Calculate management fees and produce detailed supporting schedules\n, • Analyze transaction documentation to understand investment structures, accounting impacts, and accrual requirements\n, • Support the year-end audit process, partnering closely with internal teams, clients, and external auditors\n, • Build strong relationships with clients and key stakeholders, including legal counsel, auditors, and tax advisors, to ensure seamless execution and timely delivery\n\n \n Required Experience \n\n • Bachelor’s degree in Accounting or a related field\n, • 2+ years of accounting experience, with hands-on exposure to general ledgers, workpapers, and financial statement preparation\n, • Strong knowledge of US GAAP and core accounting principles\n, • Advanced proficiency in Microsoft Excel and overall Microsoft Office suite\n, • Highly detail-oriented with a strong sense of ownership and ability to meet tight deadlines\n, • Proven ability to work both independently and collaboratively in a team environment\n, • Excellent written and verbal communication skills, with confidence interacting across all levels of an organization\n\n \n What Sets You Apart \n\n • CPA and/or MBA designation (or progress toward certification)\n, • Experience with alternative investment funds, including Private Equity\n, • Familiarity with investment partnerships and related accounting concepts skills, with confidence interacting across all levels of an organization\n\n \n Join SS&C, where innovation meets global opportunities. Click here to apply.

Transition Project Coordinator \n FLSA Status: Exempt \n Employment Type: Full-Time \n Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (On-Site) \n \n At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Transition Project Coordinator. \n \n Position Overview: \n The Transition Project Coordinator supports the Advisor Integrations Manager in executing day-to-day project operations for advisor transitions and M&A integrations. Under the manager's relationship-building and strategic direction, this role tracks project milestones, coordinates meetings and agendas, maintains task tracking, and manages internal communication across departments. The coordinator is responsible for the project related and operational execution of transitions while developing relationship management and client-facing skills. \n \n Key Responsibilities: \n\n • Track transition milestones, schedules, and deliverables across multiple concurrent transitions; monitor progress and report status to the Advisor Integrations Manager\n, • Schedule and coordinate transition meetings (kickoff, weekly updates, status reviews); prepare agendas, meeting notes, and action item tracking\n, • Manage transition-related data in Excel and reporting dashboards; assist in preparing weekly progress reports with transition metrics and key performance indicators\n, • Support relationship building with internal departments (compliance, legal, IT, client services) and external partners (custodians, vendors) under manager guidance; develop communication and coordination skills through hands-on experience\n, • Track advisor progress through training modules, milestones, and assessments; support training scheduling and report acclimation status to the Integrations Manager\n, • Monitor day-to-day transition alerts and cleanup items; flag priority issues to the Advisor Integrations Manager for direction and resolution\n, • Support maintenance of centralized repository of transition documents, checklists, and SOPs\n\n \n Qualifications: \n Education \n Bachelor's degree in business administration, finance, project management, or related field preferred. \n Experience \n\n • 1-3 years of relevant experience in project coordination, operations, wealth management, or client relationship management (or equivalent demonstrated competency)\n, • Experience supporting transition initiatives, process improvements, or cross-functional projects a strong plus\n, • Demonstrated proficiency in Excel (pivot tables, VLOOKUP, data validation, conditional formatting)\n, • Experience with CRM platforms, business intelligence tools, or project management software (Asana, Salesforce, Tableau) is a plus\n\n \n Desired Skills and Competencies \n \n Organization & Execution \n Strong organizational skills and attention to detail in tracking project timelines, tasks, and deliverables across multiple concurrent transitions. Ability to identify issues early, escalate appropriately, and adapt to changing priorities. Self-motivated and able to work under direction; takes responsibility for assigned tasks, follows through on commitments, and flags items that need attention without waiting to be asked. \n \n Communication & Collaboration \n Strong written and verbal communication skills with the ability to listen carefully and follow directions clearly. Comfortable assisting with cross-functional coordination under direction. Developing ability to explain transition processes and build relationships through hands-on experience and manager mentorship. Willing to learn relationship-building practices as a collaborative support resource within the team. \n \n Technical Proficiency \n Strong Excel skills (pivot tables, VLOOKUP, data validation, conditional formatting) and comfort with data entry, validation, and quality assurance. Able to troubleshoot technical issues and comfortable learning new software platforms and tools (Salesforce, Tableau, project management software). \n \n Why Join Us: \n Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture. \n Here is why you should build your career with us: \n\n • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.\n, • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.\n, • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.\n, • Professional Advancement: Benefit from continuous development opportunities and long-term career progression.\n\n \n Right to Revise: \n This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. \n The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. \n \n Equal Employment Opportunity (EEO) Statement: \n OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. \n \n All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. \n \n OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. \n \n OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated. \n

About TPG \n TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. \n TPG’s success depends on our people, and we build and sustain our world-class team by creating an inclusive, supportive culture within the firm that seeks excellence and encourages humility and transparency. The quality of our investments and our ability to build great companies depend on the originality of our insights. Reaching our firm’s full potential means supporting every team member to bring the fullness of their unique perspective to their work and to our community. We are committed to a diverse, equitable, and inclusive workplace to foster diversity of thought and reflect the breadth of our limited partners and portfolio companies. \n \n Description of Position \n TPG Real Estate Finance is seeking a highly motivated and detail-oriented Fund Controller to join our team. This pivotal role is responsible for the oversight of accounting, operational, and financial reporting functions for our Real Estate Finance vehicles. The successful candidate will act as a key liaison between internal teams and external partners, ensuring excellence in financial accuracy and compliance within a fast-paced, institutional environment. \n \n Principal Responsibilities \n\n • Oversee and coordinate with third-party administrators in the preparation and review of monthly NAV estimates, quarterly financial statements, and investor reporting, ensuring strict adherence to US GAAP and TPG standards.\n, • Perform and review complex calculations including management fees, expense allocations, and General Partner promote/carried interest distributions.\n, • Review quarterly and annual audited financial statements, including footnote disclosures and supplemental schedules; serve as the primary point of contact for fund year-end audits.\n, • Act as a subject matter expert on technical accounting matters, consulting with external auditors and tax advisors on complex transactions and evolving regulatory issues.\n, • Review and approve capital call and distribution calculations, ensuring all notices and summaries are in strict compliance with the Fund’s Limited Partnership Agreement (LPA) and distribution waterfalls.\n, • Partner with the Investor Relations team to fulfill bespoke reporting requests and provide high-level financial data for investor inquiries.\n, • Coordinate extensively with TPG’s internal tax, legal, valuation, and operational teams to support deal closings, valuation committees, and regulatory compliance filings.\n, • Identify and implement process enhancements to improve the scale and efficiency of the accounting and reporting functions.\n\n \n Requirements \n\n • 5-8 years of relevant financial services experience, ideally beginning in public accounting (Big 4 preferred) followed by a role within private equity or real estate investment management.\n, • Bachelor’s degree in accounting or finance; CPA license is highly preferred.\n, • Advanced proficiency in Microsoft Excel and experience with industry-standard accounting systems (e.g., Yardi, Investran, or MRI).\n, • Exceptional verbal and written communication skills, with the ability to distill complex financial information for non-accounting stakeholders.\n, • A proactive, no-task-too-small attitude with the ability to work independently in a deadline-driven environment.\n, • Unwavering attention to detail and a commitment to maintaining the highest standards of data integrity.\n\n \n Competencies \n The ideal candidate is detail-oriented and operationally rigorous, with a strong instinct for data integrity and process discipline. They are intellectually curious about lending mechanics and asset performance, comfortable owning multiple workstreams simultaneously, and able to communicate findings clearly to deal team members and senior management. They see process gaps as problems to solve and take initiative in building solutions. \n \n It is expected that the annual base salary for this role will range from $135,000 – $165,000. Base salary is one component of TPG’s competitive total rewards package which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other incentives may also be available to certain eligible employees.

Ridgepost Capital (NYSE: RPC) is a leading private markets solutions provider with over $45 billion in assets under management as of March 31, 2026. Ridgepost Capital (“RPC”) invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. Ridgepost Capital’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.ridgepostcapital.com. \n \n Job Description \n The Analyst, M&A and Strategy will support the evaluation and execution of inorganic growth strategies and opportunities, including acquisitions, strategic partnerships, and other strategic initiatives. Will report directly to the Director, M&A and Strategy and have a high-level of interaction with senior leadership across the firm. \n \n This role provides exposure to senior leadership, board-level decision-making, and key complex strategic initiatives at a growing alternative asset management platform. It is well-suited for a high-performing banking analyst seeking a long-term, corporate strategic role within the alternatives industry. \n \n Primary Responsibilities \n \n Financial Modeling & Analysis \n\n • Build and maintain complex financial models related to acquisition targets and internal business planning\n, • Analyze transaction structures, valuation drivers, earnouts, and financing considerations\n, • Produce transaction financial and valuation analyses including accretion / dilution, IRR, public and private market comparables, etc.\n, • Support due diligence by synthesizing financial, operational, and market data into actionable insights\n\n M&A and Strategic Support \n\n • Support evaluation and execution of M&A transactions and strategic partnerships\n, • Prepare deal committee and board materials for potential transactions\n, • Coordinate with internal stakeholders and external advisors\n, • Assist in integration efforts post-announcement including the project management of integration work streams across key functional areas\n\n Valuation & Market Analysis \n\n • Perform peer valuation and comp. set analysis across other public asset managers\n, • Analyze trading multiples, precedent transactions, and other market data points\n, • Track peer disclosures, earnings, and investor day materials to inform public shareholder strategy, as well as other private market transactions in the asset management space\n, • Maintain an internal CRM of the M&A pipeline and target lists\n\n Presentation & Materials Development \n\n • Draft high-quality presentations for senior management and board meetings that clearly articulate complex topics, analysis and conclusions ensuring materials are analytically rigorous and executive-ready\n, • Any additional responsibilities or special projects as assigned.\n\n \n Qualifications \n\n • Bachelor’s degree in Finance, Economics, or related field.\n, • 2-3 years of experience in:\n, • Investment banking (Financial Institutions Group, Asset Management, M&A, Leveraged Finance or similar) and/or Corporate Development (financial institution preferred)\n, • Demonstrated interest in alternative asset management and private markets\n, • Demonstrated expertise in financial modeling and valuation\n, • Advanced Excel and PowerPoint skills\n, • Familiarity with financial databases (e.g., CapitalIQ, PitchBook, etc.)\n, • Strong understanding of financial statements and accounting concepts\n, • Exceptional attention to detail and ability to produce investor‑grade materials.\n, • Strong written and verbal communication skills; comfort working with senior leadership.\n, • Ability to manage multiple deadlines and work in a fast‑paced, dynamic environment.\n, • Willingness to work extended hours.\n, • Ability to travel (approx. 10-15%).\n\n \n Expected annual salary range: \n $130,000-170,000 \n \n 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.

ABOUT GDEV \n \n GDEV makes private equity and private credit investments in middle-market sustainable infrastructure businesses. The GDEV team leverages deep experience in project development, structured finance, and operations to identify top-tier management teams and help them navigate periods of significant growth and change. \n \n GDEV has deployed over half a billion dollars across more than a dozen infrastructure businesses. GDEV’s investments include a wide range of sustainable infrastructure and renewable energy technologies, with a focus on distributed energy resources (DERs) and behind-the-meter applications. Our sector expertise includes solar power, battery storage, hydroelectric generation, energy efficiency, electrified transport, and sustainable fuels. \n \n POSITION OVERVIEW \n \n GDEV seeks to hire a Vice President or Senior Vice President of Finance and Operations to join the firm in New York City. This person will report directly to the Managing Partner and will have broad responsibility across GDEV’s financial and operational activities. This is a hands-on, high-ownership role suited to someone who wants to build and run the operational backbone of a scaling alternative asset management platform. \n \n KEY RESPONSIBILITIES \n \n • Serve as the ultimate owner of GDEV’s finance and operations function \n • Manage firm operations, including vendor and service-provider relationships, insurance, payroll and benefits administration, employee work contracts and onboarding, and general office operations \n • Oversee GDEV’s information technology infrastructure, including hardware, software, and IT service providers \n • Oversee and support GDEV’s Controller, who will retain day-to-day responsibility for bookkeeping, fund accounting, tax, audit, and cash management, and who will report to the VP / SVP of Finance and Operations \n • Produce investor material, including LP reporting, quarterly investor reports, capital account statements, and responses to ad hoc investor and due diligence requests, and contribute to fundraising operations (dataroom management, contributions to DDQs, production of material), and coordinate ESG/impact reporting to investors \n • Oversee, in collaboration with the Controller, treasury strategy across the management company and fund entities, including capital call timing, liquidity planning, and banking relationships (day-to-day cash management is executed by the Controller) \n • Maintain and continue to build out GDEV’s regulatory compliance program, including SEC/Investment Advisers Act obligations, required regulatory filings, code of ethics, firm’s annual compliance review, compliance of marketing and investor communications and support the firm’s response to any regulatory exams or inquiries \n • Monitor and ensure compliance with covenants and reporting requirements under GDEV’s credit facilities and other financing arrangements \n • Oversee the creation and maintenance of financial models and budgets for the management company, including headcount planning, expense forecasting, and profitability analysis \n • Maintain GDEV’s cybersecurity program and business continuity / disaster recovery plan \n • Oversee logistics for GDEV’s global business travel and coordinate planning for the firm’s Annual General Meeting and other firm events, including venue selection, scheduling, and cross-team coordination \n • Evaluate, select, and implement systems and process improvements across accounting, reporting, and portfolio monitoring functions as the GDEV platform scales \n • Partner with the investment team on portfolio company financial matters, including diligence support and monitoring of portfolio company reporting, as needed \n • Mentor the Controller and the broader finance and operations staff as the team grows \n \n EDUCATION, EXPERIENCE, AND TRAITS \n \n • Bachelor’s degree in accounting, finance, or a related field; CPA and/or MBA a plus \n • 10-15 years or more of progressively responsible finance and operations experience at a middle-market private equity fund \n • Strong organizational skills and the ability to manage multiple workstreams and deadlines independently \n • High degree of ownership and a builder’s mentality; comfortable operating with real autonomy at a lean, fast-growing platform \n • Sound judgment and discretion in handling sensitive financial and investor information \n • Strong written and verbal communication skills, with the ability to work directly with the Managing Partner, investors, auditors, and outside counsel \n • Strong working knowledge of fund accounting, capital calls and distributions, waterfall structures, NAV and subscription lending, and LP reporting \n • Experience with quarterly private equity fund valuation processes and coordinating with fund administrators, auditors, or third-party valuation providers, a plus \n • Working knowledge of fund and partnership tax concepts (K-1s, waterfall allocations) and fund governance documents (LPA amendments, side letters), with experience coordinating outside tax and legal advisors, a plus \n • Familiarity with SEC/Investment Advisers Act regulatory requirements; direct exposure to audits, regulatory exams, or compliance programs strongly preferred \n • Advanced Excel skills and experience with fund accounting and reporting systems; comfort overseeing technology vendors and infrastructure, including basic cybersecurity and business continuity practices, a plus \n • Initial understanding / working knowledge of AI tools (e.g. Claude) and a desire to implement process improvements on an ongoing basis related to AI integration \n • Genuine interest in taking on increasing scope as the firm and its capital base scale \n \n If you are interested in joining our team, please send your resume and cover letter to careers@gdevmgmt.com. \n \n GDEV is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please contact careers@gdevmgmt.com Include your full name, the best way to reach you and the accommodation needed to assist you with the applicant process. \n \n Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information. \n \n Equal Opportunity Employer/Veterans/Disabled

Ember Search has been retained on a Corporate Assistant Controller search for a fast-growing, VC-backed peer-to-peer trading platform for real-world events, scaling roughly 10x year over year. \n \n This company sits at a genuine intersection of crypto, regulated financial services, media, and consumer technology, and it is not following an existing playbook. It has rebuilt its finance infrastructure from the ground up, is preparing for its first PCAOB audit, and is working toward a path to the public markets while launching multiple new business lines. The finance organization is lean today and being built out almost entirely from scratch. \n \n Location: New York, NY — Hybrid (3+ days/week) \n \n The Role \n This is a broad, build-first mandate reporting directly to the CFO, with close day-to-day partnership with the Corporate Controller. You'll own technical accounting for a genuinely complex, multi-entity, regulated business rather than inheriting an established process. The mandate is twofold: keep the close tight, and build controls and infrastructure that last. \n \n You will: \n\n • Own the monthly, quarterly, and annual close process end to end, including consolidated financials and statutory filings across multiple entities\n, • Maintain and expand the SOX control environment as new product lines launch, identifying gaps before they become audit findings\n, • Apply technical accounting judgment independently across complex, high-volume areas, including crypto settlement flows, on-ramps, and stablecoin and fiat integrations, with strong reconciliation discipline\n, • Partner with the Controller, legal, and compliance teams on CFTC, FCM, and other US regulatory filings\n, • Provide accounting guidance on new product launches, M&A activity, and monetization changes before decisions are made\n, • Manage external advisors, consultants, and contractors supporting the finance function today\n, • Scope and implement accounting system improvements and workflows the team can rely on\n, • Manage and mentor junior accounting staff as the team grows\n\n \n This is a hands-on seat where the accounting function is still being built, not maintained. \n \n Candidate Profile \n\n • 8-15+ years of progressive accounting experience, with meaningful time in banking, fintech, or regulated financial services\n, • Active CPA license, required\n, • Hands-on experience in high transaction volume environments, including crypto settlement, reconciliation workflows, and error rate management\n, • Demonstrated technical GAAP expertise applied independently, not with heavy oversight\n, • Direct experience building and maintaining SOX controls, not just operating within them\n, • Direct experience with CFTC and FCM regulatory filings strongly preferred; candidates with closely adjacent regulatory or payments experience also considered\n, • Strong written and verbal communication skills, able to explain complex accounting positions to non-accountants\n, • Management experience from a Big 4 firm strongly preferred\n, • Bachelor's degree in Accounting or Finance\n, • Strong command of Excel; SQL and accounting system implementation experience a plus\n\n \n Why This Role \n This is a rare opportunity to help build the financial infrastructure of a company creating its own category rather than fitting into one that already exists. The role reports directly to the CFO with close visibility to the Corporate Controller, carries real ownership from day one, and comes with a clear path to building and leading a team as the business scales through its first audit and toward the public markets. \n \n What They Offer \n\n • Unlimited PTO\n, • Full health, vision, and dental coverage\n, • 401k match\n, • Modern hardware setup (MacBook Pro, large display, accessories)\n\n \n Equal Opportunity Statement \n Ember Search and our client are equal opportunity employers. We are committed to building diverse and inclusive teams and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected status. \n

5 days a week on-site. Midtown NYC \n \n Investment Operations & Portfolio Management Analyst \n Company Description \n A growing alternative investment firm focused on private equity and private markets, with a diversified portfolio across fund-of-funds, co-investments, and GP-led investments. The firm specializes in identifying differentiated private equity opportunities and providing liquidity solutions to investors. \n This is a full-time opportunity based in New York City with a five-day-per-week in-office schedule. The firm operates in a collaborative, entrepreneurial environment where cross-functional communication is an important part of the culture. \n The individual will report directly to a senior member of the investment team. \n Position Overview \n We are seeking an Investment Operations & Portfolio Management Analyst to support the investment team across secondary investment and co-investment activities. \n This is an excellent opportunity for an early-career professional to gain broad exposure to private equity investing, transaction execution, portfolio management, valuation, and investment operations within a growing private markets platform. \n Working closely with investment, finance, legal, and compliance professionals, the Analyst will be involved throughout the investment lifecycle—from transaction execution and onboarding through portfolio monitoring, valuation, reporting, and ongoing operational management. \n The ideal candidate is highly organized, analytical, detail-oriented, and comfortable managing multiple priorities in a fast-paced investment environment. \n Key Responsibilities \n Investment & Transaction Execution \n\n • Support the execution of secondary LP-led, GP-led, and co-investment transactions from signing through closing.\n, • Coordinate transaction documentation, closing deliverables, and settlement activities with advisors, legal counsel, counterparties, fund administrators, and custodians.\n, • Assist with transfers of partnership interests, investor admissions, and pre- and post-closing operational activities.\n, • Maintain transaction pipelines, execution checklists, and investment documentation.\n\n Portfolio Management \n\n • Reconcile portfolio information received from fund managers and administrators.\n, • Maintain portfolio data within internal investment management systems.\n, • Respond to ad hoc requests from the investment team relating to portfolio holdings, underlying funds, and historical investment activity.\n\n Valuation, Performance & Reporting \n\n • Support internal and third-party valuation processes for the investment portfolio.\n, • Assist with standardized and ad hoc reporting and client-related requests.\n\n Treasury & Hedging \n\n • Maintain records of treasury activity and hedging positions.\n\n Accounting Support \n\n • Assist with accounting requests relating to investment transactions and portfolio holdings.\n\n AML / KYC & Compliance \n\n • Coordinate AML/KYC documentation for underlying fund investments, counterparties, and transaction processes.\n, • Monitor periodic KYC refresh requirements and maintain compliance records.\n, • Liaise with fund managers, administrators, and compliance providers to ensure documentation remains complete and up to date.\n\n Skills & Experience \n\n • Bachelor's degree in Finance, Accounting, Economics, or a related discipline.\n, • Approximately 1–3 years of experience in private equity, private markets, fund administration, investment operations, audit, or financial services.\n, • Strong analytical, organizational, and problem-solving skills.\n, • Advanced Excel skills and confidence working with financial data.\n, • Exceptional attention to detail and commitment to accuracy.\n, • Strong written and verbal communication skills.\n, • Ability to manage multiple workstreams and meet deadlines.\n\n Preferred Experience \n\n • Exposure to private equity fund investing, secondary transactions, or co-investments.\n, • Understanding of private equity fund structures, partnership interests, capital calls, distributions, and NAV reporting.\n\n Personal Attributes \n\n • Highly organized with exceptional attention to detail.\n, • Proactive, curious, and eager to learn.\n, • Collaborative and relationship-oriented, with the confidence to work across investment, finance, legal, and external counterparties.\n, • Commercially minded with a strong sense of ownership and accountability.\n, • Comfortable working in a dynamic and entrepreneurial investment environment.\n\n

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. \n \n As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. \n \n Department Profile \n Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time. \n The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel. \n \n Role Profile \n\n • In this role, you will support the Executive Services business within Path to Advice, which is focused on delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships.\n, • This individual will join a team of high-performers with a proven record of executing the Firm’s strategy to deepen client relationships across multiple channels. The role will help manage and strengthen a network of specialized Financial Advisors by providing the coordination, tools, and support required to serve clients effectively and drive Net New Asset growth.\n, • As a Vice President on the team, you will contribute to strategic discussions with internal stakeholders, engage directly with Financial Advisors and Field partners, help align key decisions across the Firm, and support their execution with efficiency and accuracy.\n, • This role requires someone who can balance strategic thinking with day-to-day execution—helping scale Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization.\n\n \n Key Responsibilities \n\n • Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success.\n, • Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps.\n, • Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners.\n, • Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience.\n, • Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations.\n, • Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness.\n, • Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors.\n, • Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream.\n, • Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation.\n, • Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights.\n, • Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts.\n, • Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services.\n\n \n Experience \n\n • Bachelor’s degree required\n, • 5-10 years in top-tier management consulting, technology or financial services firm\n, • Experience in financial services preferred, Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus\n\n \n Skills Required \n\n • Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus\n, • Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus\n, • Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines\n, • Strong written and verbal communication skills\n, • Detail and results-oriented individual\n, • Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment\n, • Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)\n, • Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau)\n, • AI related skills\n\n \n \n WHAT YOU CAN EXPECT FROM MORGAN STANLEY: \n At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. \n \n To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. \n Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. \n \n Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. \n \n Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. \n For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Join Our Team as an Assistant Project Manager with Hillmann Development Advisors, LLC! \n Are you ready to elevate your career with a dynamic and growing firm that values your contributions and offers exciting opportunities for advancement? Hillmann Development Advisors, LLC (HDA), a wholly owned subsidiary of Hillmann Consulting, LLC, is seeking a passionate and driven Assistant Project Manager to join our team in the New Jersey/New York area. \n \n Why Hillmann? \n At Hillmann, we believe in fostering a collaborative, team-oriented environment where your career can thrive. With almost 40 years of experience, we specialize in Environmental Health and Safety, Remediation Support, Construction Risk Management, Real Estate Due Diligence, Geotechnical, and Laboratory Analysis services. Our work spans from emergency planning for major disasters to ensuring compliance with federal and state regulations, including OSHA, DOT, and USEPA. \n \n Visit the Life tab on our LinkedIn profile to learn more about life at Hillmann. \n \n What We Offer: \n\n • Career Growth: We empower you to drive your own career path with continuous learning and professional development opportunities.\n, • Exciting Projects: Our team performs Client Advisory services for real estate development projects, defining a client’s design-intent, entitlements, and financials to ensure a successfully streamlined project.\n, • Comprehensive Benefits: Competitive salary, medical, dental, and vision insurance, employer-401(k) plan, tuition assistance, and volunteer time.\n\n \n Who We’re Looking For: A motivated individual who thrives in a fast-paced environment and adapts well to change. You should possess excellent organizational skills and a strong commitment to customer service and safety. \n \n Qualifications: \n Education: \n\n • Degree in Engineering, Architecture, or equivalent degree.\n\n Experience: \n\n • 1 – 5 years of experience in arch/engineering/design preferred.\n, • Consideration will be given to candidates which have achieved an equivalent level of experience inclusive of related/similar project work and education in addition to coursework in pursuit or attainment of a related professional certification for qualification including but not limited to: RA, PE, PMP, LEED AP, NCIDQ, RICS.\n\n Skills: \n\n • Excellent communication\n, • Client management\n, • Time management\n, • Proficiency in Microsoft Office and Excel\n, • Technical writing experience, a plus\n\n Certifications: \n\n • OSHA 10 Certification\n\n Other Requirements: \n\n • Mastery of the English language – written and spoken\n, • Valid driver’s license\n, • Reliable transportation\n, • Project experience to include residential and/or commercial\n, • Design, construction, building and business acumen preferred\n, • Possess demonstrated ability in detailed-oriented success\n, • Ability to read contract and shop drawings required\n, • Experience with Microsoft Word, Outlook, Excel required; additional software experience is a plus\n, • Knowledge of CAD, BIM technology and scheduling standards\n, • Knowledge of construction computer software or systems\n, • Ability to work independently as well as in a team environment\n, • Ability to work on multiple projects and/or tasks simultaneously\n, • Ability to travel as required – approximately up to 15% of time\n\n \n Responsibilities: \n The successful candidate will support the Project Manager in planning, executing, and finalizing projects according to strict deadlines and within budget. \n\n • Manages the day-to-day operational aspects of a project, including the budget, base scope and additional services.\n, • Reviews deliverables prepared by the team.\n, • Assumes responsibility (in partnership with the Project Manager, and all Director Level positions) for financial, technical and design excellence, overall quality and client satisfaction.\n, • Ensures project documents, including legal documents, contracts, and task orders are reviewed, approved, signed and filed per Hillmann protocol.\n, • Project Accounting\n, • Tracks and reports hours and manage project budget.\n, • Facilitates team and client meetings.\n, • Effectively communicates relevant project information to the client, team, and internal leadership.\n, • Delivers engaging, informative, and well-organized presentations.\n, • Consistently acknowledges, appreciates, and motivates both individual staff and project team.\n, • Effectively utilizes each team member to his/her fullest potential.\n, • Client Management.\n, • Manages day-to-day client interaction and expectations.\n, • Develops lasting relationships with clients and develops opportunities for new projects.\n, • Communicates effectively with clients to identify needs and evaluate alternative solutions.\n, • Continually seeks opportunities to increase customer satisfaction.\n\n \n At Hillmann Development Advisors, LLC, we are committed to your professional development and well-being. Join us and make a difference with a company dedicated to excellence and innovation in environmental consulting. \n \n Ready to Apply? \n Submit your application today and take the next step in your career with Hillmann Development Advisors, LLC. We look forward to welcoming you to our team! \n \n Hillmann Development Advisors, LLC is an equal opportunity employer. \n

Accounting Manager – Award Winning Advertising Agency (Remote Schedule) \n \n About Our Client \n Our client, a top tier advertising agency, is seeking an Accounting Manager to own the day-to-day accounting operations for their U.S. entity. This is a newly created role reporting to the Global Assistant Controller, offering strong visibility and the chance to shape processes as the finance function scales. \n \n The role is remote, however they have in office in NYC if candidates have a preference to work in person \n \n Position Highlights \n\n • $125k – $160k salary\n, • Remote flexibility with the option for in-office collaboration\n, • Newly created role with high visibility to global finance leadership\n, • Opportunity to build and help lead a growing team\n\n \n Key Responsibilities \n\n • Lead the U.S. entity's monthly, quarterly, and annual books-close cycle\n, • Serve as the primary owner for the accuracy of the income statement and balance sheet\n, • Draft, review, and sign off on journal entries, accruals, and reconciliations\n, • Conduct variance analysis on P&L and balance sheet accounts, flagging and explaining notable swings\n, • Keep revenue recognition practices aligned with ASC 606 standards\n, • Handle intercompany accounting end-to-end — booking entries, reconciling balances, and syncing with finance counterparts abroad on settlements\n, • Analyze core balance sheet line items such as deferred revenue, work-in-progress, accruals, prepaids, and fixed assets\n, • Coach and oversee a small team of 1–2 Senior Accountants\n, • Collaborate across FP&A, AP, AR, Tax, and operations to keep reporting accurate\n, • Assist with external audit prep — pulling schedules and fielding auditor questions\n, • Contribute to process and automation upgrades and help tighten internal controls\n, • Weigh in on tax-related accounting items in partnership with outside advisors\n\n \n Qualifications \n\n • 5+ years of progressive accounting experience with hands-on ownership of the close cycle\n, • Track record of managing or coaching junior accounting staff\n, • Has held full accountability for a business unit's income statement and balance sheet\n, • Solid grounding in reconciliations, financial analysis, and closing the books\n, • Background handling intercompany accounting across more than one entity\n, • Advanced Excel fluency; comfortable in Google Workspace\n, • Well-versed in U.S. GAAP\n, • NetSuite background is a strong bonus\n

Madan+, a firm specializing in strategic wealth planning and advisory services for high-net-worth clients is seeking a sharp, proactive Administrative Assistant (AA) to support a Senior Leader in the Firm. This high-impact role serves as a point person to ensure the Senior Leader remains focused on high-value initiatives by managing schedules, communications, and special projects. Ideal candidates thrive in fast-paced environments, exercise discretion, and excel at anticipating needs and solving problems. \n \n A high-performing Administrative Assistant in this role will make the leader organized, prepared, and supported. They will ensure advisors have better visibility into their pipeline, marketing receives what it needs earlier, internal teams have clearer ownership, and clients and partners experience faster and more professional follow-through. \n \n The role is both proactive and reactive — but skews heavily proactive. \n \n Key Responsibilities \n\n • Strategic Partnership & Executive Support: Serve as a trusted strategic partner to senior leadership by proactively anticipating needs, preparing leaders for meetings and decisions, and surfacing relevant information before it's requested. Exercise exceptional discretion in managing sensitive and confidential information, including board matters, personnel issues, and M&A activity. Act as a primary gatekeeper and liaison for all incoming communications, prioritizing and triaging on behalf of the senior leader, and building strong relationships with key internal and external stakeholders.\n, • Calendar & Travel Management: Own and manage complex, high-volume senior leadership calendars across multiple time zones, resolving conflicts and making independent prioritization decisions aligned with business objectives. Coordinate end-to-end domestic and international travel logistics including flights, accommodations, ground transportation, visa requirements, and detailed itineraries.\n, • Communications & Correspondence: Draft, edit, and proofread executive-level communications including board reports, client correspondence, internal memos, and presentation materials. Develop and maintain the senior leader's voice across written communications. Manage inbox priorities and draft responses on the senior leader's behalf, ensuring timely and professional engagement with all stakeholders.\n, • Project & Initiative Management: Serve as a project coordinator for cross-functional strategic initiatives by tracking action items, deadlines, and deliverables across internal teams and external partners. Create and maintain project tracking tools (dashboards, trackers, status reports) to ensure leadership has real-time visibility into progress. Follow up proactively with stakeholders to remove roadblocks and maintain momentum on priority workstreams.\n, • Administrative Operations & Team Support: Oversee all meeting logistics including agendas, pre-read materials, AV/technology setup, and post-meeting follow-ups with action items and minutes. Support high-visibility company events such as client briefings, board presentations, town halls, and investor meetings. Collaborate with and provide backup coverage to administrative staff, contributing to a cohesive and high-performing administrative function. Manage expense reporting, budget reconciliation, and invoice processing for the executive's office.\n\n \n Qualifications & Requirements \n Required \n\n • 3+ years of progressive administrative experience supporting senior leaders.\n, • Advanced proficiency in MS Outlook, PowerPoint, and Excel.\n, • Experience with Asana and Salesforce is a plus.\n\n

The Controller of the professional services firm will own the accounting function and serve as a key partner to the CFO, the leadership team, and our private equity sponsor. You'll run a timely, accurate close, produce investor-grade reporting, and build the processes and controls a company needs as it grows toward its next value-creation milestone. This role suits someone who enjoys rolling up their sleeves while also building a team and a function. \n Key Responsibilities \n Accounting & Close \n\n • Lead the monthly, quarterly, and annual close process, targeting a close within [5–7] business days.\n, • Oversee general ledger, revenue recognition (ASC 606), accruals, reconciliations, fixed assets, and intercompany accounting.\n, • Manage accounting for project-based and time-and-materials engagements, including WIP, unbilled revenue, and utilization-related metrics.\n, • Ensure GAAP compliance and maintain a strong internal control environment.\n\n Reporting & PE Sponsor Support \n\n • Prepare monthly financial reporting packages for leadership, the board, and the PE sponsor, including KPIs such as utilization, realization, billable hours, revenue per professional, and EBITDA.\n, • Support lender reporting, covenant compliance calculations, and borrowing base certificates.\n, • Coordinate the annual audit and tax provision with external auditors and tax advisors.\n, • Assist with quality of earnings analyses, add-back tracking, and adjusted EBITDA reconciliations.\n\n M&A and Integration \n\n • Support due diligence on add-on acquisitions.\n, • Lead the financial integration of acquired firms, including chart of accounts mapping, systems migration, and policy alignment.\n, • Account for purchase price allocations, earnouts, and transaction-related entries.\n\n Process, Systems & Team \n\n • Build scalable processes and controls, and help drive ERP, PSA, and reporting system improvements.\n, • Partner with FP&A on budgeting, forecasting, and cash flow management.\n, • Lead, develop, and mentor a team of accounting professionals.\n, • Work cross-functionally with operations, HR, and practice leaders on billing, payroll, and compensation matters.\n\n Qualifications \n\n • Bachelor's degree in Accounting or Finance; CPA required.\n, • 8+ years of progressive accounting experience, including at least 3 years in a Controller, Assistant Controller, or equivalent leadership role.\n, • Experience in a private equity-backed environment strongly preferred.\n, • Professional services, consulting, or project-based industry experience preferred.\n, • Public accounting (Big 4 or national firm) background a plus.\n, • Strong knowledge of US GAAP, including ASC 606 and ASC 805.\n, • Experience supporting acquisitions and integrations.\n, • Proficiency with ERP systems such as [NetSuite / Sage Intacct / Deltek], plus advanced Excel skills.\n, • Track record of improving close timelines, processes, and controls.\n\n

The Wealth Management Advisory Performance Reporting Vice President will provide centralized analytical and operational support to Financial Advisors in the design, production, and ongoing enhancement of customized performance reporting solutions for sophisticated clients. The role will focus on developing consolidated reporting packages, supporting client onboarding to the technology platform, and helping Financial Advisors leverage reporting tools, dashboards, and analytics to identify meaningful portfolio insights beyond investment returns. \n This individual will serve as a key point of contact for performance reporting-related matters, partnering closely with Financial Advisor Teams, Advisory Operations, and the technology vendor(s) to ensure timely issue resolution, effective platform utilization, and a high-quality client reporting experience. The role requires strong analytical capabilities, attention to detail, technical aptitude, communication skills, and a willingness to partner with a wide variety of personality types. \n \n Key Responsibilities \n\n • Provide centralized support to Financial Advisors in the creation of customized and consolidated performance reporting packages for sophisticated clients.\n, • Coordinate all aspects of client onboarding to the performance reporting platform, ensuring a smooth and efficient implementation process.\n, • Proactively partner with Financial Advisors to design tailored reporting templates and presentation materials that support client-specific objectives and preferences.\n, • Assist Financial Advisors in identifying key portfolio highlights, trends, and insights beyond standard return reporting.\n, • Promote and support increased usage of Addepar reporting tools, dashboards, and Financial Advisor views to provide timely “at-a-glance” portfolio information.\n, • Provide one-on-one guidance to Financial Advisors in designing effective dashboard views and custom reporting outputs.\n, • Serve as a primary point of contact for performance reporting requests, questions, and issues from and Financial Advisor Teams.\n, • Manage the ongoing relationship with the technology vendor(s), including staying informed of platform updates, enhancements, and functionality changes that may affect users.\n, • Lead execution of the Alternatives Data Management process, including coordination of required Letters of Authorization and oversight of statement collection, data upload, and reconciliation workflows.\n\n \n Required Skills and Qualifications \n\n • Minimum of 5+ years of experience in investment performance reporting, investment operations, advisory operations, or a related wealth and/or investment management function.\n, • Demonstrated understanding of investment performance measurement concepts, including returns, benchmarks, attribution, and portfolio analytics.\n, • Familiarity with Addepar or similar performance reporting, portfolio analytics, or wealth management technology platforms.\n, • Experience reviewing large data sets to identify trends, detect inconsistencies, and recommend practical solutions.\n, • Attention to detail and accuracy, particularly when working with client-facing reports and performance data.\n, • Excellent problem-solving skills, with the ability to investigate issues, collaborate with stakeholders, and drive timely resolution.\n, • Advanced communication skills to explain reporting concepts, platform functionality, and data-related issues in a clear and concise manner.\n, • Experience building effective working relationships with Sales teams, operations partners, and external vendors.\n, • Proficiency with analytical tools (excel or others) and experience working with large data sets is preferred.\n\n \n Success Measures \n\n • Increased adoption and effective use of performance reporting, dashboards, and client portal functionality by Financial Advisors.\n, • Successful implementation and ongoing execution of the Alternatives Data Management process.\n, • Timely and effective resolution of performance reporting requests and platform-related issues.\n, • Feedback from Financial Advisor teams, peers, and internal business partners.\n, • Measurable contribution to Advisory Operations efficiency and an enhanced client reporting experience.\n\n \n New York, NY Full Time Base Salary Range of $140,000 - $180,000. \n \n About Us \n 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.

Senior Accountant (must have public and private accounting experience) \n Industry: Healthcare Investment Firm \n Brooklyn, NY 11232 | Fully On-Site | Up to $110K Base \n \n A healthcare-focused investment firm that acquires and grows companies across revenue cycle management, billing/RCM technology, MSO, behavioral health, home health, and non-emergency medical transportation is hiring a Senior Financial Analyst to support its expanding portfolio. Reporting directly to the CFO, this role blends hands-on accounting with high-level analytical work across multiple entities in a fast-paced, entrepreneurial environment. \n \n The Role \n This position is roughly 70% financial reporting and accounting/finance operations, and 30% analytical and strategic finance work — offering broad exposure well beyond a traditional corporate accounting seat. \n \n Core Responsibilities \n\n • Prepare monthly, quarterly, and annual consolidated financial statements across multiple entities in compliance with U.S. GAAP and healthcare reporting standards\n, • Lead the monthly close process — general ledger review, account reconciliations, and intercompany eliminations\n, • Manage day-to-day accounting operations: AR/AP, payroll, treasury, leases, and fixed assets\n, • Coordinate with external auditors, tax advisors, and consultants on statutory, tax, and audit requirements\n, • Support M&A activity through financial due diligence, purchase accounting/purchase price allocations, and post-acquisition integration\n, • Analyze month-over-month financial trends and variances, identifying the drivers behind changes in the statements\n, • Review financials of target and portfolio companies to assess risk and inform investment decisions\n, • Develop and report on financial KPIs; support budgeting, forecasting, variance analysis, and lender reporting\n, • Partner with leadership across portfolio companies to strengthen internal controls and improve finance processes post-acquisition\n, • Mentor and supervise accounting staff\n\n What You Bring \n\n • Bachelor's degree in Accounting, Finance, or related field; CPA preferred\n, • 3+ years of public and/or private accounting experience; healthcare industry experience a strong plus\n, • Solid audit background and strong analytical, investigative approach to financial statements\n, • Advanced Excel skills (complex formulas, pivot tables, lookups/index-match, SUMIFS, dynamic schedules)\n, • Strong technical grasp of U.S. GAAP, financial reporting, and consolidations\n, • Experience with an ERP/GL system (QBO, Sage 50, Sage Intacct, or similar)\n, • Self-motivated and comfortable juggling multiple priorities in a growth-stage environment\n\n

A premier sports and entertainment organization is seeking a Vice President, Controller to lead the accounting function across its professional sports teams, venue operations, and affiliated entities. \n This is a hands-on leadership role with responsibility for the integrity of the organization’s financial statements, monthly and annual close, technical accounting positions, internal control environment, external audit, and league, lender, and regulatory reporting. \n The position operates within a fast-paced, event-driven business featuring multiple legal entities, a significant fixed-asset base, contract-based revenue streams, and league-level reporting requirements. The successful candidate will combine public accounting rigor with the operational mindset needed to lead a disciplined, responsive, and high-performing accounting function. \n Key Responsibilities \n Close and Financial Reporting \n\n • Lead the monthly, quarterly, and annual close across all entities, including consolidation and intercompany eliminations.\n, • Prepare consolidated and stand-alone financial statements in accordance with U.S. GAAP.\n, • Improve and stabilize the close calendar while establishing clear ownership and accountability.\n, • Produce monthly reporting packages for the Chief Financial Officer and executive leadership, including variance analysis against budget and forecast.\n, • Maintain the general ledger, chart of accounts, and entity structure to support accurate reporting by team, venue, and event.\n\n Technical Accounting \n\n • Serve as the organization’s primary resource for technical accounting matters.\n, • Research and document accounting positions related to revenue recognition under ASC 606, leases under ASC 842, acquisitions under ASC 805, impairment, and consolidation.\n, • Oversee revenue recognition for ticketing, premium seating and suites, sponsorships, naming rights, media rights, league distributions, concerts, concessions, merchandise, and food and beverage.\n, • Manage deferred revenue associated with the event calendar and multi-year agreements.\n, • Oversee fixed-asset accounting for the arena and related facilities, including capitalization policies, construction in progress, capital-project tracking, depreciation, and disposals.\n, • Account for related-party transactions, management and service agreements, joint ventures, and partnership arrangements.\n\n Audit, Controls, and Compliance \n\n • Serve as the primary point of contact for external auditors and manage the annual audit from planning through issuance.\n, • Maintain and document the internal control environment, with particular attention to cash handling, revenue capture, procurement, and payroll.\n, • Prepare league reporting, including submissions to league offices and revenue reporting used in collective bargaining agreement calculations.\n, • Manage covenant compliance reporting and prepare required lender schedules and certifications.\n, • Partner with outside tax advisors on federal, state, and local filings; sales and use tax; New York State and New York City requirements; non-resident athlete and entertainer withholding; and unclaimed property.\n\n Treasury and Accounting Operations \n\n • Provide oversight of accounts payable, accounts receivable, payroll accounting, and cash reconciliation.\n, • Report the organization’s cash position and support cash forecasting in partnership with the Chief Financial Officer.\n, • Review event settlements with promoters, visiting teams, and third-party operators for accuracy and completeness.\n, • Reconcile banking, merchant processing, and ticketing-platform activity to the general ledger.\n\n Team Leadership and Business Partnership \n\n • Lead, develop, and mentor the accounting team, including hiring, performance management, and succession planning.\n, • Partner with financial planning and analysis to ensure actual results, budgets, and forecasts are consistently defined and reconciled.\n, • Advise Ticketing, Partnerships, Arena Operations, Legal, and People teams on the accounting implications of contract terms.\n, • Support the Chief Financial Officer with financing activities, transactions, due diligence, purchase accounting, integrations, and special projects.\n, • Identify and implement improvements to accounting processes, systems, close procedures, and recurring reconciliations.\n\n Required Qualifications \n\n • Active CPA license.\n, • Bachelor’s degree in accounting, finance, or a related field.\n, • Ten or more years of progressive accounting experience, including at least four years as a Controller, Assistant Controller, or in a comparable leadership role.\n, • Public accounting experience with a national or regional firm.\n, • Strong technical knowledge of U.S. GAAP.\n, • Experience managing a multi-entity consolidated close and external audit.\n, • Working knowledge of ASC 606, fixed-asset accounting, and capital-project accounting.\n, • Experience maintaining internal controls in a cash-intensive or high-transaction-volume business.\n, • Strong ERP knowledge and advanced Microsoft Excel skills.\n, • Ability to work on-site in Brooklyn and support evenings, weekends, and holidays when required by the event schedule.\n\n Preferred Qualifications \n\n • Experience within sports, live entertainment, venue operations, hospitality, or media.\n, • Familiarity with league financial reporting and revenue definitions under a collective bargaining agreement.\n, • Experience with lender or bondholder covenant reporting.\n, • Experience with purchase accounting, entity restructuring, or financing transactions.\n, • Experience supporting an ERP implementation or system upgrade.\n, • Ability to communicate complex technical accounting matters clearly to colleagues outside of finance.\n\n \n

Are you a CPA who thrives at the intersection of global tax, technical accounting, and strategic business growth? Our client is looking for an experienced tax and accounting leader to join our team in New York City, 5 days onsite, reporting directly to the Global Controller. This is a high-impact opportunity for someone who wants to go beyond compliance and help shape how a growing organization manages its U.S. and international tax, accounting, reporting, and internal controls. In this role, you’ll have the opportunity to: 🔹 Lead quarterly and annual ASC 740 tax provisions and related disclosures 🔹 Oversee federal, state, local, and international tax compliance 🔹 Advise on state/local nexus, remote workers, relocations, and international expansion 🔹 Oversee transfer pricing and intercompany transactions across multiple jurisdictions 🔹 Assess permanent establishment risk as the business enters new markets 🔹 Manage external tax advisors, auditors, and tax authorities 🔹 Research and advise on complex U.S. GAAP technical accounting matters 🔹 Strengthen tax and accounting processes, policies, and COSO-aligned controls 🔹 Partner with Finance, Legal, Accounting, and Operations on strategic business initiatives 🔹 Help lead the transition of tax return preparation in-house What we’re looking for ✔️ CPA with a Bachelor’s degree in Accounting, Finance, or a related field ✔️ 5–8 years of progressive tax experience in public accounting and/or corporate tax ✔️ Strong U.S. federal and state tax knowledge, with international tax experience ✔️ Experience with cross-border transfer pricing and intercompany transactions ✔️ Strong knowledge of ASC 740 and tax provision requirements ✔️ Advanced Excel and analytical skills ✔️ Experience with Sage Intacct or a similar ERP ✔️ Excellent communication skills and the ability to make complex tax topics accessible to business partners If you’re looking for a role where you can combine technical expertise, strategic thinking, and meaningful business partnership, we’d love to hear from you.

Job DescriptionPrivate Capital Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Private Capital Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles across private equity, venture capital, private credit, real assets, and other private market strategies. Actual openings may vary based on employer focus, fund strategy, asset class (e.g., buyout, growth, venture, private credit, infrastructure), and stage of the investment lifecycle. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Private Capital Specialists support investment teams, fund platforms, and capital strategy functions across the private markets investment lifecycle. The role blends investment support, market research, transaction coordination, portfolio monitoring, and fund operations, depending on firm needs. These professionals work closely with investment professionals, portfolio teams, capital formation, operations, and external advisors to support sourcing, execution, portfolio management, and investor-related activities in a collaborative, deal-driven environment. Key Responsibilities Support private market investment activities across sourcing, evaluation, execution, and portfolio monitoring Conduct market, sector, and thematic research relevant to private capital strategies Assist with investment screening, opportunity tracking, and internal pipeline management Support transaction processes, including coordination with internal teams and external advisors Prepare investment materials, summaries, and internal reporting for senior team members Monitor portfolio company performance and track key operational and financial metrics Assist with valuation support, portfolio reviews, and performance monitoring Contribute to fund-level analysis, capital deployment tracking, and investment pacing Support investor-related initiatives such as reporting, data requests, and communications Maintain internal databases, dashboards, and documentation related to investments and funds Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, Engineering, or a related field Strong interest in private markets, alternative investments, and long-term capital strategies Foundational understanding of private equity, venture capital, private credit, or real assets Strong analytical, organizational, and problem-solving skills Proficiency in Excel and PowerPoint; familiarity with financial modeling tools is a plus Ability to manage multiple workstreams in a deadline-driven environment Strong written and verbal communication skills Detail-oriented with a collaborative, team-first mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching across private capital and alternative investment roles Resume and profile optimization for private markets hiring Guidance on outreach to investment teams, funds, and platform groups Interview preparation for private capital, investment support, and transaction-focused roles To learn more or express interest in private capital opportunities, visit: https://www.careerlaunch.ai/

Job Description About Shefa: The Shefa School is a Jewish community day school in Manhattan, serving students in grades K-8. Since opening in September 2014, Shefa has enrolled children who benefit from a specialized educational environment in order to develop their strengths while addressing their learning challenges. We specifically serve students with language-based learning disabilities who have not yet reached their potential levels of success in traditional classroom settings. Shefa is a pluralistic community school, serving families across the range of Jewish involvement and observance. About the Position: The Shefa School is hiring a full-time School Controller to join its Business Office team. This on-campus, 12-month position will handle all daily Accounting functions including recording journal entries, preparing account reconciliations, and reviewing and maintaining financial controls. Strong communication and organizational skills, the ability to build relationships across various levels, and proficiency in Excel are crucial for success in this role. The ideal candidate should be detail-oriented, proactive, and committed to maintaining a high level of accuracy. This position reports directly to the Chief Financial Officer. Key Responsibilities: ● Manage the School’s accounting activities to ensure accurate, timely, and complete financial reporting in accordance with Generally Accepted Accounting Principles (GAAP). ● Oversee the School’s day-to-day accounting and financial operations, including month-end and year-end close, financial reporting, account analysis and reconciliations and internal controls. ● Facilitate the annual financial audit and Form 990 filing process in partnership with external auditors and tax advisors. ● Prepare financial statements, management reports, and financial analyses as requested by the CFO for presentation to the Head of School, Board committees, and other stakeholders, as appropriate. ● Establish, maintain, and continuously evaluate the School’s internal controls, accounting policies, and procedures to ensure financial processes are effective, efficient, and appropriately documented. ● Serve as a lead member of the School’s Financial Aid Committee, including reviewing and evaluating financial aid applications and communicating with families regarding financial aid awards, tuition obligations, and payment plans. ● Coordinate submissions for Government Funding and Foundation Grants. ● Liaise with external parties on matters affecting accounts receivable and accounts payable. Qualifications: ● Bachelor's degree in Accounting, Finance, Business Administration, or related field required ● Five to seven years of progressive accounting experience required; nonprofit or independent School experience preferred ● Strong knowledge of generally accepted accounting principles (GAAP), financial reporting, and account reconciliation, budgeting, forecasting, and financial analysis ● Proficiency in QuickBooks and Microsoft Excel (pivot tables and data formulas) ● Excellent verbal and written communication skills ● Strong attention to detail and superior organizational skills ● Experience administering financial aid programs, tuition assistance, enrollment management, or other student financial services preferred Please send a cover letter and resume to: jobs@shefaschool.org

Job DescriptionDescriptionDwight Investment Management (“DIM”) is an actively managed real estate investment trust specializing in the origination and financing of commercial mortgages across a range of real estate asset classes. DIM works in conjunction with affiliate firm Dwight Capital to source and evaluate lending opportunities nationwide. The Senior Accountant will support loan, debt, and joint venture accounting for DIM, helping to ensure accurate, timely, and compliant financial reporting. This is a collaborative role, working closely with the Controller, investment and asset management teams, external auditors, fund administrators, and tax advisors, reporting to the Chief Accounting Officer. The ideal candidate is a detail-oriented, hands-on accounting professional with real estate experience, strong technical accounting skills, and a proactive approach to problem-solving. Role & Responsibilities• Manage accounts payable, cash positions, partner distributions • Prepare and maintain accounting ledgers, loan tape, and perform bank reconciliations, • Support investor reporting and distribution models, • Prepare financial reporting packages for various joint ventures using Yardi Voyager/MRI to book journal entries, • Monitor, document, and track vendor deal invoices, closings, payoffs, modifications, extensions, etc, • Prepare monthly and quarterly financial reporting, • Prepare warehouse compliance reporting to counterparties, • Assist with annual external audits for various fund vehicles and investment products Required Experience & Skill Sets• Must be a go-getter and take initiative to solve problems • 2-5 years of experience in an accounting/finance/operations role. A mix of public/private preferred, • Strong understanding of GAAP and financial reporting for funds and management companies, • SEC Reporting experience preferred but not required, • Strong Yardi/MRI skills, including booking journal entries, creating properties (both stand alone and consolidated), and extracting financial reporting packages for validation, • Strong accounting skills and attention to detail, • Strong communication skills with banking institutions, vendors, and internal staff, • Ability to prioritize tasks with strong time management skills, • Ability to troubleshoot issues independently, • Experience with Microsoft Word, Excel and PowerPoint and executing wires Yardi Note: This job description reflects management's assignment of essential functions and does not restrict the tasks that may be assigned. The Company may change job titles, duties, and responsibilities at any time

Job Description Certified Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and role contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality investment opportunities, analyst support, and institutional infrastructure across the private markets. Our platform is designed for professionals seeking real exposure, real upside, and real credibility—not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Opportunity Coordinators to support the identification, qualification, and coordination of investment opportunities across our investor and fund manager network. This is not an employment role. Investment Opportunity Coordinators operate as independent contractors, activated through a verification and approval process. Once approved, Investment Opportunity Coordinators: Coordinate the intake and positioning of investment opportunities Ensure opportunities are qualified and properly contextualized Facilitate introductions between deal principals and capital partners Support early-stage opportunity progression and handoff Earn success-based compensation on closed transactions Build a verified opportunity coordination track record within the Initio Sphere ecosystem This role is ideal for professionals who sit close to deal activity and excel at organizing, qualifying, and moving opportunities forward. What You’ll Do (Approval-Based) Approved Investment Opportunity Coordinators may: Source or receive proprietary and referred investment opportunities Qualify opportunities for investor and sponsor relevance Compile and submit high-level deal context (asset, structure, economics, investment thesis) Coordinate initial introductions between deal principals and capital partners Manage early-stage communication and information flow Support diligence handoff to internal analyst teams Investment Opportunity Coordinators are not responsible for underwriting, financial modeling, or capital raising. Eligible Deal Types Based on approval and experience, Investment Opportunity Coordinators may support opportunities across: Commercial real estate (multifamily, industrial, retail, mixed-use) Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on experience and opportunity familiarity. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and coordinator contribution No caps on earnings for consistently high-quality opportunity coordination Activation Process To become an Investment Opportunity Coordinator: Submit an application and background details Complete verification and opportunity category approval Get activated within the Initio Sphere platform Begin coordinating and submitting qualified opportunities There is no cold outreach to funds and no blind pitching. All opportunity introductions occur through curated, platform-driven channels. Compliance Notice Investment Opportunity Coordinators do not: Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to opportunity coordination, qualification, and introduction and must comply with applicable securities laws. Who This Role Is For Operators with hands-on visibility into live opportunities Brokers or intermediaries focused on coordination rather than execution Advisors and consultants who manage deal flow for clients Networked professionals who consistently encounter opportunities early Why Join Initio Sphere Monetize investment opportunity coordination without launching a fund Earn per closed transaction without underwriting risk Work directly with credible investors and sponsors Build long-term signal, trust, and a verified opportunity history Operate inside one ecosystem for sourcing, coordination, and upside

Job Description We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team. This opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. Our office is located in Oradell, NJ, just minutes from Paramus. What You’ll Do • Meet directly with clients and prepare individual income tax returns, • Prepare partnership and small-business tax returns, including Forms 1065 and selected 1120 filings, • Assist with fiduciary, trust, estate, and estate-tax returns, • Work on tax matters involving Forms 1040 and 706, • Identify year-round tax-planning opportunities, • Prepare tax projections for clients, • Participate in retirement and estate-planning meetings, • Assist with financial plans, client budgets, and planning presentations, • Collaborate with financial advisors on tax-sensitive strategies, • Maintain strong relationships with new and existing clients, • Participate in business-development opportunities, • Assist and mentor junior staff based on experience Requirements • Active CPA license, • Bachelor’s degree in accounting or a related field, • Approximately 3–10 years of relevant accounting or tax experience, • Public-accounting firm experience preferred, • Strong individual and small-business tax knowledge, • Experience with partnership returns, • Trust, estate, or fiduciary tax experience is a plus, • Strong client-facing communication skills, • Excellent attention to detail and organizational ability, • Ability to work independently and collaboratively, • Growth-oriented and entrepreneurial mindset, • Lacerte experience is a plus, • QuickBooks, Microsoft Office, and Excel proficiency preferred Benefits • Exposure to both tax and wealth-management services, • Opportunity to participate in estate, retirement, and financial planning, • Potential to pursue additional credentials such as the CFP, • Collaborative and growth-oriented environment, • Direct interaction with clients and firm leadership, • Competitive salary, bonus potential, and benefits based on experience

Job DescriptionVenture Fund Management Analyst Career Launch AI Talent Network Locations: San Francisco, Las Vegas, Chicago, New York Compensation: Typically $90,000 – $130,000 total compensation (varies by employer) Job Type: Full-Time About This Posting This listing represents a sample Venture Fund Management Analyst role commonly found at venture capital firms, emerging fund managers, and institutional investment platforms. Actual opportunities may differ by firm size, fund strategy, operational complexity, or location. This posting is provided for informational purposes only, helping candidates understand the typical responsibilities and qualifications associated with venture fund management–focused analyst roles. Career Launch AI provides career development resources and training. Participation does not guarantee employment or influence hiring decisions by any employer. Role Overview Venture Fund Management Analysts focus on the operational, financial, and strategic management of venture capital funds. The role sits at the intersection of investing, fund operations, and investor relations, supporting the full lifecycle of a venture fund—from fundraising and capital deployment to portfolio monitoring and reporting. Analysts work closely with partners, finance teams, and external service providers while supporting internal decision-making and limited partner (LP) communications. Key Responsibilities Support fund-level operations, including capital calls, distributions, and cash flow tracking Assist with portfolio valuation processes and performance monitoring Build and maintain fund and portfolio-level financial models Prepare internal dashboards, quarterly reports, and performance summaries Support fundraising efforts, including pitch materials and data room preparation Assist with LP communications, investor reporting, and ad hoc data requests Coordinate with fund administrators, auditors, and legal advisors Track venture fund metrics, benchmarks, and market trends Support investment committee materials with fund performance and portfolio insights Ideal Candidate Bachelor’s degree in finance, economics, accounting, business, or another analytical discipline Strong interest in venture capital, fund economics, and investment operations Prior exposure to venture capital, private equity, fund accounting, investment banking, or consulting is helpful Strong quantitative and Excel-based financial modeling skills Detail-oriented, organized, and comfortable managing recurring reporting processes Strong written and verbal communication skills Curious, proactive, and capable of working across investment and operational teams How Career Launch AI Supports Candidates Career Launch AI offers optional career development resources, including: Tools to support venture fund and VC operations job searches Resume guidance tailored to fund management and investment roles Practice materials covering fund structures, portfolio reporting, and performance analysis General support throughout the job-search and early-career development process These resources are for professional development only and do not guarantee job placement. Career Launch Assessment Link: https://careerlaunch.ai/assessment

Job Description Independent Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation: $200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships. Deal Strategy Coaches are a senior advisory tier within the ecosystem—working with sponsors, funds, and investment teams to sharpen deal strategy, execution judgment, and transaction readiness while earning through high-impact advisory engagements. Role Overview Initio Sphere is onboarding Deal Strategy Coaches to provide strategic, deal-focused coaching and guidance across the transaction lifecycle. This is not a traditional employment role. Coaches operate as independent contractors and are activated through a verification and approval process. Once approved, Coaches: Coach fund managers and sponsors on deal framing, transaction strategy, and execution planning Guide diligence strategy, structuring alternatives, and negotiation posture Mentor analysts and deal scouts, strengthening deal judgment and IC preparedness Access curated deal flow, earning opportunities, and platform-driven exposure Build a verified Coach Track Record within the Initio Sphere ecosystem This role is ideal for experienced deal professionals who excel at guiding execution strategy and mentoring high-performing investment teams. What You’ll Do (Approval-Based) Approved Deal Strategy Coaches may: Coach sponsors and fund managers on transaction strategy, timing, and structuring options Advise on diligence planning, risk assessment, and negotiation strategy Mentor analysts and deal scouts on modeling logic, diligence execution, and IC presentation Provide guidance on portfolio transactions, add-ons, refinancings, or exit strategy Participate in curated introductions with institutional investors or strategic co-investors Coaches focus on high-level deal strategy, execution coaching, and mentorship, rather than day-to-day transaction processing or full-build modeling unless explicitly approved. Eligible Advisory Areas Deal framing, structuring, and transaction strategy Investment committee support and execution decision-making Diligence oversight, risk mitigation, and negotiation planning Portfolio transactions, restructurings, and exits Mentorship and technical training for analysts and scouts Approval is granted based on transaction experience, deal outcomes, and demonstrated ability to coach teams through real transactions. Compensation & Deal Economics Coaches are independent contractors Hourly rates: $200–$500, based on experience, transaction history, and engagement scope Transaction-based incentives may be earned for advisory contributions to closed deals Payments issued after completion of advisory milestones or deal closure No cap on earning potential for consistent, high-impact deal strategy contributions How Coaches Get Activated Submit a Coach application detailing background and deal experience Complete verification and category approval Get promoted within the Initio Sphere platform Begin coaching funds, sponsors, and analysts on approved engagements This ensures selectivity, credibility, and direct access to real opportunities. Compliance Notice Deal Strategy Coaches do not: Provide investment advice to the public Solicit securities Market investments outside of approved channels Represent Initio Sphere in a regulated capacity All coaching and advisory activity must comply with applicable securities laws and remain focused on strategic deal guidance, execution coaching, and mentorship. Who This Role Is For Ex-IB, PE, VC, or senior fund professionals with strong transaction execution experience Deal-focused operators or founders with hands-on transaction leadership Senior advisors who excel at coaching analysts and deal teams on execution judgment Professionals seeking flexible, high-impact advisory roles with live deal exposure Why Join Initio Sphere Direct access to fund managers, investors, and active deal flow Monetize deal strategy expertise without traditional employment constraints Build visible credibility in a high-signal private capital ecosystem Coach top-tier analysts and deal scouts shaping the next generation of deal professionals A single platform for advisory work, capital exposure, and professional growth

Job Description • Work in close collaboration with the Senior Accounting Manager to manage daily accounting operations including accounts payable, accounts receivable, general ledger, and expense management. • Support the Senior Accounting Manager in leading monthly, quarterly, and year-end closing processes, including journal entries, account reconciliations, and supporting schedules. • Prepare and review financial statements and management reports for local management and headquarters, ensuring accuracy and compliance with U.S. GAAP. • Manage cash flow, banking relationships, and forecast short-term funding needs of the U.S. sales entity in coordination with the Senior Accounting Manager. • Ensure compliance with federal, state, and local tax and reporting requirements in coordination with external tax advisors. • Maintain and improve internal controls, accounting policies, and procedures to safeguard assets and support audit requirements. • Coordinate and support annual financial audits and other external reviews as needed., • Provide guidance to junior accounting staff or external service providers, under the overall direction of the Senior Accounting Manager. • Collaborate with Sales, Logistics, and HQ finance teams to support business decisions with financial analysis and reporting. • Managed office operations, facilities, and vendor contracts, • Supported HR administration, compliance, and internal communications, • Controlled GA budget and administrative expenses, • Perform other related administrative and general affairs duties, as assigned. Requirements • Bachelor’s degree in Accounting, Finance, or related field preferred, • Typically 5+ years of progressive accounting experience, including closing and reporting; experience working with a Senior Accounting Manager or similar senior-level role is a plus. • Strong knowledge of U.S. GAAP and general corporate tax and compliance concepts., • Proficiency with accounting/ERP systems and MS Excel; experience with mid-size ERP preferred., • Language : English and Korean Benefits • Health / Dental / Vision 100% Company Support (Family Included) No cap for direct family (spouse and children) • 401K Max matching is 4%, • PTO & Sick Day 13 paid days 1st year (10 PTO + 3 personal days with justifiable reason) 6 sick days

Job DescriptionMarket Intelligence Analyst – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Market Intelligence Analyst – Private Equity description represents the type of early-career market research and investment intelligence roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Market Intelligence Analysts to support investment teams through sector research, market mapping, trend analysis, and data-driven insights. Individuals in roles like this contribute to identifying attractive markets, understanding competitive dynamics, and informing sourcing and underwriting strategies. The work environment is typically lean, offering exposure to how market intelligence shapes investment decisions before and during transactions. Day-to-Day ResponsibilitiesMarket & Sector Research Conduct in-depth industry, sub-sector, and market research to identify attractive investment themes Develop market maps outlining key players, customer segments, value chains, and consolidation dynamics Track macro, regulatory, and secular trends impacting target industries Investment Intelligence & Opportunity Identification Support sourcing efforts through data-driven market intelligence and target identification Analyze business models, revenue drivers, unit economics, and competitive positioning Screen potential investment opportunities for strategic and market fit Analytical & Financial Support Build high-level financial analyses to contextualize market opportunities and company performance Analyze KPIs, growth drivers, margin structures, and scalability considerations Support valuation analysis using comparable companies and precedent transactions Due Diligence & Investment Committee Support Provide market and competitive analysis during diligence processes Synthesize findings into clear insights, risks, and opportunity assessments Prepare market sections of investment memos and presentation materials Communicate data-backed perspectives to senior investment professionals Ongoing Intelligence & Portfolio Support Monitor industry performance and competitive developments relevant to portfolio companies Support portfolio teams with market insights, benchmarking, and strategic analysis Contribute to research supporting add-on acquisitions and exit positioning What Makes This Work Engaging Deep exposure to market dynamics that drive private equity investment decisions Opportunity to influence sourcing and underwriting strategy through research and insight Accelerated learning across industries, business models, and competitive landscapes Collaboration with senior investors, deal teams, and external advisors Ideal Candidate Profile This profile reflects the competencies commonly sought for market intelligence-focused roles in private equity. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong analytical and research skills with attention to detail Proficiency in Excel and comfort working with financial and market data Solid understanding of corporate finance and valuation fundamentals Experience (Formal or Informal) Prior experience or internships in private equity, investment banking, consulting, equity research, strategy, or corporate development is beneficial Demonstrated interest in industry analysis, market research, or investment strategy Soft Skills & Mindset Intellectual curiosity and passion for understanding industries and business models Strong written and verbal communication skills Ability to synthesize complex data into clear insights Proactive, self-directed, and comfortable working in fast-paced environments Coachability and eagerness to learn How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive investment and research roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted searches across private equity, venture capital, investment banking, consulting, and strategy Recruiter & Hiring Manager Outreach Human-led outreach to recruiters, partners, and investment professionals Support initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Preparation for market sizing, industry analysis, and investment cases Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring and placement process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionCapital Raising Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Capital Raising Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in capital formation, fundraising strategy, and investor engagement within asset management and alternative investment firms. Actual openings may vary based on employer type (e.g., private equity firms, hedge funds, private credit managers, real asset platforms, placement agents) and the capital raising focus. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Capital Raising Analysts support capital formation initiatives by assisting senior professionals with investor outreach, fundraising execution, and strategic analysis. The role blends financial analysis, project coordination, and client-facing support in a fast-paced, relationship-driven environment. These roles often involve close collaboration with investor relations, investment teams, legal and compliance, and external advisors. Key Responsibilities Support capital raising efforts across private investment funds and strategies Assist in preparing fundraising and marketing materials, including pitch decks, PPMs, and investor presentations Conduct investor research and maintain databases of institutional investors, family offices, and consultants Track investor outreach, meetings, and fundraising pipelines Analyze fund performance, track records, and portfolio data for investor communications Coordinate investor due diligence processes, including DDQs, data rooms, and follow-ups Support responses to investor inquiries, RFPs, and information requests Monitor market trends, allocator behavior, and fundraising conditions Prepare internal capital raising updates and reports for senior management Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field Strong interest in capital raising, investor relations, and private markets Understanding of investment fund structures and performance metrics Strong analytical, organizational, and project management skills Proficiency in Excel and PowerPoint; familiarity with CRM systems is a plus Ability to manage multiple workstreams under tight deadlines Strong written and verbal communication skills Professional, client-facing demeanor with strong attention to detail Highly motivated, proactive, and collaborative mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to capital raising and investor relations teams Interview preparation for fundraising, capital formation, and private markets roles To learn more or express interest in capital raising and investor relations roles, visit: https://www.careerlaunch.ai/

Job Description Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want The Relationship and Operations Manager serves as a key partner to advisors and leadership, overseeing client service, operational execution, office support, and strategic initiatives. This role is responsible for delivering exceptional client experience, ensuring efficient business operations, managing complex workflows and priorities, and supporting organizational growth through process improvement, project management, and operational excellence. The ideal candidate is highly organized, proactive, client-focused, and capable of balancing multiple responsibilities while maintaining the highest standards of professionalism, accuracy, and confidentiality. This is primarily an in-office position with an expectation of working onsite four days per week. Operational Responsibilities • Serve as the primary relationship manager for clients, delivering an unparalleled concierge-level experience characterized by extraordinary responsiveness, proactive ownership, flawless execution, and an unwavering commitment to uncompromising service excellence., • Coordinate and prepare all client meeting materials, documentation, and account information to ensure a seamless and exceptional client experience., • Manage the full lifecycle of client accounts, including account opening and maintenance, asset transfers, money movement, and other service and operational requests with precision and urgency., • Oversee daily client service and operational activities to ensure accurate, efficient, and timely execution of transactions while maintaining the highest standards of quality and service excellence., • Maintain complete, accurate, and confidential client records while ensuring operational consistency across CRM systems, workflows, and service processes., • Partner with custodians, vendors, advisors, and internal stakeholders to facilitate seamless operations and continuously enhance the client experience., • Develop, document, and optimize operational procedures, workflows, and controls that support scalability, consistency, risk management, and continuous improvement., • Monitor operational metrics, account activity, and key performance indicators to identify trends, mitigate risk, and drive operational excellence., • Ensure adherence to regulatory requirements, firm policies, and supervisory standards by supporting audits, compliance reviews, regulatory reporting, and risk management activities. Executive & Advisor Support • Maintain awareness of advisor and leadership scheduling priorities to support cross-functional coordination and ensure visibility into key commitments., • Provide occasional backup support during peak periods, team absences, or coverage needs, helping ensure continuity while not serving as the primary owner of executive calendars. This may include: meeting coordination, travel arrangements, itinerary preparation, and expense related tasks., • Monitor shared workflows and systems, proactively identifying and escalating items that may impact advisor or leadership commitments. Project & Strategic Initiatives • Partner and support internal projects, technology implementations, operational enhancements, and strategic initiatives., • Develop project plans, timelines, milestones, and accountability measures to ensure successful execution., • Facilitate communication among stakeholders, track project progress, and provide updates to leadership., • Support firm-wide initiatives that contribute to organizational growth, scalability, and operational excellence. What You Need • 5+ years of experience in wealth management operations, client service, business operations, financial services, or a related professional environment., • Proficiency with Salesforce CRM, Orion Advisor Technology, Wealth Management Platforms, Docusign, and the Microsoft Office Suite (Excel, Word, Outlook, PPT, Access), • Strong understanding of wealth management operations and client service workflows., • Familiarity with custodial platforms such as Schwab Advisor Center, Fidelity, or similar systems., • Experience with electronic document management and workflow systems. Professional Skills • Exceptional organizational, project management, and execution skills, with the ability to manage complex calendars, competing priorities, and multiple deadlines in a fast-paced environment., • Outstanding attention to detail, analytical thinking, and problem-solving capabilities, with a commitment to accuracy, quality, and continuous improvement., • Excellent verbal and written communication skills, with the ability to build trusted relationships and collaborate effectively across clients, advisors, and internal teams., • Demonstrated ability to anticipate needs, exercise sound judgment, and proactively resolve issues after they impact clients or business operations., • High degree of professionalism, discretion, and confidentiality, coupled with an unwavering commitment to exceptional client service and service excellence EEO Statement: In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: • Starting annual base salary between $77,500 - $95,000., • Variable compensation potential (Bonus and/or commissions), • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing #LI-JS1

Job Description Strategic Advisory Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting reflects the type of Strategic Advisory Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Career Launch AI members gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description represents a typical early-career strategic advisory role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank, advisory firm, or consulting practice may seek a Strategic Advisory Analyst to support clients with corporate strategy, business transformation, and financial advisory initiatives. These roles are ideal for candidates seeking exposure to strategic problem-solving, market analysis, and client advisory projects alongside financial analysis. Key Responsibilities Assist senior advisors in strategic advisory engagements, including corporate strategy, business optimization, and M&A-related analysis Build and maintain financial models and scenario analyses to support strategic recommendations (3-statement, DCF, LBO, or other relevant frameworks) Conduct industry research, benchmarking, and market analysis to inform client strategy Prepare presentation decks, investment memoranda, and client briefings that summarize findings and recommendations Support project management and cross-functional coordination for client initiatives Collaborate with senior advisors to deliver actionable insights, recommendations, and strategic solutions Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline Strong skills in financial modeling, data analysis, and valuation Excellent analytical, quantitative, and communication abilities Ability to manage multiple workstreams in a fast-paced, client-facing environment High attention to detail and strong organizational skills Prior internship or full-time experience in strategy consulting, investment banking, corporate finance, private equity, or related fields is beneficial Proficiency in Excel, PowerPoint, and common research/analytics tools Why This Posting Matters This Strategic Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not publicly posted Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & M&A Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This Candidates interested in roles of this type must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job Description Analyst – Deal Advisory Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting reflects the type of Deal Advisory Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Career Launch AI members gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description represents a typical early-career deal advisory role accessible through our network. More information is available at careerlaunch.ai. Representative Role Overview A leading middle-market investment bank or advisory firm may seek a Deal Advisory Analyst to support clients in M&A transactions, financial due diligence, valuations, and strategic advisory services. These roles are ideal for candidates seeking hands-on transaction experience, analytical rigor, and structured professional development in corporate finance and advisory. Key Responsibilities Support deal advisory engagements, including M&A, divestitures, capital raises, and restructuring transactions Build and maintain financial models, including 3-statement projections, DCF, LBO, and accretion/dilution analyses Conduct industry research, company benchmarking, and valuation analyses to inform client recommendations Prepare pitch books, investment memoranda, and client presentations Assist with due diligence, data room management, and transaction execution Collaborate with senior advisors and cross-functional teams to deliver strategic insights for client decision-making Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field Strong skills in financial modeling, valuation, and quantitative analysis Excellent analytical, communication, and problem-solving abilities Ability to handle multiple workstreams in a fast-paced, deadline-driven environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, corporate finance, consulting, private equity, audit, or FP&A is beneficial Proficiency in Excel, PowerPoint, and common financial research tools Why This Posting Matters This Deal Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not publicly posted Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to 1,000+ curated roles across: Investment Banking & Deal Advisory Private Equity & Venture Capital Corporate Finance Strategy Consulting Technology (FAANG-level and startups) Product Management, Data, Operations, and more How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles efficiently. Members receive: AI-powered job application automation Personalized recruiter outreach Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This Candidates interested in roles of this type must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment Once enrolled, members receive: Access to the exclusive job board Personalized recruiter outreach Automated job applications Coaching and interview preparation Ongoing support until placement

Job DescriptionDeal Origination Associate Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Deal Origination Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on sourcing, evaluating, and developing investment opportunities across private markets and alternative asset classes. Actual openings may vary based on employer type (private equity, private credit, venture capital, growth equity, real estate, infrastructure, or hedge fund), sector focus, and investment strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Deal Origination Associates support investment teams by identifying, sourcing, and qualifying potential investment opportunities. The role blends market research, financial analysis, relationship building, and pipeline management in a fast-paced, transaction-oriented environment. These professionals work closely with investment partners, business development teams, bankers, intermediaries, founders, and corporate executives to build and maintain a robust deal pipeline. Key Responsibilities Source and evaluate new investment opportunities through market research, industry mapping, and outreach initiatives Build and maintain relationships with founders, management teams, bankers, brokers, and industry intermediaries Conduct industry research, competitive landscape analysis, and target company screening Develop and maintain pipeline tracking systems and CRM databases Prepare investment teasers, screening memos, and preliminary financial analyses Assist in valuation analysis, financial modeling, and initial due diligence efforts Monitor sector trends, transaction activity, and comparable deals Coordinate meetings, calls, and follow-ups with potential targets and advisors Support senior investment professionals in advancing qualified opportunities to formal diligence Identify new sectors, niches, or themes aligned with the firm’s investment strategy Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, or a related field Strong understanding of private markets transactions and deal processes Experience in investment banking, private equity, private credit, venture capital, consulting, or corporate development (preferred but not required) Solid financial modeling and valuation skills Proficiency in Excel and PowerPoint; familiarity with CRM tools and data platforms (e.g., Capital IQ, PitchBook) is a plus Strong research, analytical, and organizational skills Excellent interpersonal and communication abilities Self-starter mindset with comfort in proactive outreach and relationship development Strong interest in investing, transactions, and market dynamics About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to investment firms and deal teams Interview preparation for technical modeling, valuation, and investment case assessments To learn more or express interest in deal origination and investment roles, visit: https://www.careerlaunch.ai/

Job Description Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-Suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-Suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business critical decision makers and those they trust — from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart's platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. We are hiring a Research Operations Lead in our New York City office. About the Role: As a Research Operations Lead, you will manage and grow a team of researchers who use our tech platform to build impactful audiences on behalf of some of the country's most prominent companies, trade associations, nonprofits and advocacy organizations, and scale the processes they use to do their jobs. In this role, you will be a critical member of research team leadership and ensure Applecart's audiences are delivered efficiently and with the highest quality. You've previously managed a team and you're excited to bring your experience in managing productive teams. You are naturally curious and are excited about learning, mastering and eventually improving our research processes. You are extremely organized and proactive, pay close attention to every detail within a process, and are always looking for ways to improve and streamline your and your team's work. This role will report to a Research Operations Manager. What You'll Do: • Onboard and manage a team of researchers, including formal performance management, new hire training and development, and direct team oversight, • Gain a deep understanding of our internal tech platform and architecture, ensuring team alignment as the platform evolves, • Focus on end-to-end project management to ensure client audiences are delivered on time, including team prioritization and suggesting strategies to reduce operational workload, • Lead internal initiatives that improve the research team's processes Experiences and Capabilities You Bring: • 3+ years of work experience, including 1+ years of people management experience with an early career team, • Ability to assess and manage team members' performance, as well as coach and train on best practices, • Demonstrated experience in a fast-paced, entrepreneurial environment while juggling multiple tasks and projects simultaneously, • Strong organizational skills with impeccable attention to detail, • Excellent written and verbal communication skills, • Proficiency in Excel, • History of being a self-starter This is a hybrid role. Work from home or in the office on Monday and Friday, and in Applecart's New York City office Tuesday through Thursday. Compensation: Our compensation package consists of three components: (i) a base salary, (ii) annual cash bonus, and (iii) generous equity compensation. The base salary range for this role is between $75,000-$90,000, based on the candidate's experience and skills relative to the requirements listed above. The salary range provided is exclusive of discretionary annual cash bonus and equity compensation. The salary range provided for this role is specific to candidates located in the New York City area. A few facts about us: • Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier communications and public affairs firms like Teneo, Sard Verbinnen, and Weber Shandwick., • Applecart is growing quickly — 2023 was the fourth year in a row that we doubled the previous year's bookings., • Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, an early sales leader at Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher., • Our investors include global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Endeavor CEO Ari Emanuel and Owl Capital Managing Partner Jennifer Fonstad serve on our board., • Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.

Job Description We are seeking an experienced Senior Tax Accountant with an active CPA license to join our established accounting and financial advisory firm. The successful candidate will work directly with individuals, families, small businesses, trusts, and estates. This role offers the opportunity to combine technical tax work with client relationship management, proactive tax planning, and exposure to financial and wealth advisory services. Our office is located in Oradell, NJ, approximately a short commute from Hackensack. Responsibilities • Meet with clients and conduct tax-preparation interviews, • Prepare and, depending on experience, review individual tax returns, • Prepare partnership, corporate, fiduciary, and estate tax returns, • Handle Forms 1040, 1065, selected 1120 filings, and Form 706 matters, • Prepare annual tax projections and planning recommendations, • Research technical tax issues, • Identify and execute tax-planning opportunities, • Assist with trust and estate engagements, • Participate in retirement, estate, and financial-planning meetings, • Coordinate tax strategies with financial advisors, • Deliver year-round accounting, tax, and consulting services, • Build and maintain long-term client relationships, • Support business-development initiatives, • Train and mentor junior accounting staff when appropriate Requirements • Active CPA license required, • Bachelor’s degree in accounting or a related field, • Three or more years of public-accounting experience preferred, • Strong experience preparing individual tax returns, • Small-business and partnership tax experience, • Fiduciary, estate, or trust tax experience preferred, • Strong analytical, research, and critical-thinking abilities, • Excellent written and verbal communication, • Professional and confident client presence, • Highly organized and able to self-manage, • Strong work ethic and attention to detail, • Lacerte experience is a plus, • QuickBooks and Microsoft Excel proficiency preferred Benefits This position offers the opportunity to expand beyond traditional tax compliance into: • Year-round tax advisory, • Estate and trust planning, • Retirement planning, • Financial-plan preparation and presentation, • Wealth-management collaboration, • Additional professional credentials, including the CFP We offer competitive compensation, bonus opportunities, benefits, professional development, and a collaborative environment focused on long-term career growth. Please note: This is an on-site position located in Oradell, NJ, near Hackensack.

Job DescriptionFund Strategy Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Strategy Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on fund strategy, product design, capital deployment, and lifecycle management across private capital and alternative investment platforms. Actual openings may vary based on employer type, fund strategy (e.g., private equity, venture capital, private credit, real assets), fund size, and stage of the fund lifecycle. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Fund Strategy Specialists support investment and platform leadership by shaping and evaluating fund-level strategies across fundraising, capital deployment, portfolio construction, and performance management. The role emphasizes strategic analysis, fund design, and long-term planning, rather than transaction execution or day-to-day trading activity. These professionals collaborate closely with investment teams, capital formation, portfolio management, operations, and external advisors to ensure fund strategies are aligned with market conditions, investor expectations, and return objectives. Key Responsibilities Support development and refinement of fund strategies, structures, and investment mandates Analyze market trends, investor demand, and competitive fund positioning Assist with capital deployment planning, pacing models, and portfolio construction frameworks Evaluate fund performance relative to stated objectives, benchmarks, and peer groups Support fund lifecycle activities including launch, scaling, and wind-down planning Prepare strategy materials for internal leadership, investment committees, and stakeholders Conduct scenario analysis to assess fund-level risks, returns, and capital efficiency Collaborate with capital formation teams on fund positioning and messaging Build and maintain analytical tools, dashboards, and reporting for fund strategy insights Translate complex analysis into clear, actionable recommendations Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related field Strong interest in fund strategy, alternative investments, and long-term capital planning Foundational understanding of fund structures, private markets, and investment vehicles Experience or coursework in investment strategy, portfolio construction, or fund analytics (preferred but not required) Strong analytical, modeling, and problem-solving skills Proficiency in Excel and PowerPoint; familiarity with Python, SQL, or financial modeling tools is a plus Ability to manage multiple strategic workstreams in a deadline-driven environment Strong written and verbal communication skills Strategic mindset with attention to detail and execution About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for fund strategy and platform roles Resume and profile optimization for private capital and alternative investment teams Guidance on outreach to fund leadership, strategy, and platform groups Interview preparation for fund strategy, case studies, and analytical assessments To learn more or express interest in fund strategy opportunities, visit: https://www.careerlaunch.ai/

Job Description Are you an experienced leader with a passion for building high-performing teams, delivering outstanding guest experiences, and driving sales performance? Join Factory Direct Enterprises LLC, one of the largest licensees of Ashley Furniture. With strong earning potential, robust benefits, and a culture focused on development and recognition, this is your opportunity to lead with impact. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us FDE represents Ashley, the number one selling furniture brand in the world and the leading retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the retail industry: • Base salary ranging from $65,000 to $80,000 based on experience, qualifications, and store assignment, • Annual bonus opportunities with potential to earn up to $89,700 in additional pay, based on performance and company results, • Paid 13-week leadership training program through the Ashley Sales Academy, • Quarterly and annual awards to recognize top performance, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and a paid day off for your birthday, • Medical, dental, and vision coverage with plans starting at $25 per week, • Employee discounts on products and services, • Referral bonuses of up to $1,000 for recommending successful candidates, • Eligibility for the FDE G3 Profit-Sharing Program, rewarding team members based on company and store performance outcomes Our Culture and Team Member Programs At FDE, we value a culture of recognition, growth, and support. Our team programs and feedback channels are designed to help our people succeed both personally and professionally: • Hope to Dream: Helps provide beds to children in need through proceeds from mattress sales, • Give a Day: Paid time off annually to volunteer with a recognized non-profit organization, • Corporate Chaplains: Confidential support for life challenges such as grief, family, and wellness needs, • Life Resources: Quarterly sessions focused on finances, relationships, and health, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: Free financial wellness platform for budgeting, saving, and debt reduction Your Role: General Sales Manager The General Sales Manager is responsible for overseeing the full sales operation within their assigned location. This role involves developing and executing sales strategies, managing a high-performing team, and ensuring all sales objectives are achieved. The General Sales Manager leads by example, staying Positioned to Impact (P2I) on the floor, driving results through coaching, planning, and collaboration with other departments. You will have a designated 'Home Store' at one of our Long Island West locations; Valley Stream, Carle Place, Atlas Park - with the expectation for you to be flexible in working location according to meet the business need. Key Responsibilities Sales Strategy and Leadership • Create and execute comprehensive sales strategies to meet revenue and profitability goals, • Analyze sales trends and data to identify areas for improvement and opportunities for growth, • Set and monitor clear performance goals for all sales roles, • Provide regular coaching, direction, and performance feedback to sales managers and team members FDE’s Sales Leadership Processes • Manage staffing levels to align with store traffic and turnover, • Oversee onboarding and cultural integration of new team members, • Support development and performance management of all team members, • Ensure consistent execution of the Ashley Proven Sales Process, • Lead prospecting and follow-up efforts to grow the customer base, • Ensure compliance and high standards across all sales activities, • Maintain active presence on the sales floor to coach in real-time (Position to Impact) Leadership Development • Apply principles from FDE’s Leadership Toolkit, • Participate in leadership and vendor training, manager meetings, and development sessions, • Mentor future leaders including Sales Managers, Assistant Managers, and Trusted Advisors Daily Store Operations • Lead daily huddles and coaching scrimmages to set the tone for the team, • Assign team opportunities and assist with guest interactions, • Guide team members in developing sales techniques and exceeding KPIs Sales and Business Performance • Achieve store-specific sales budgets by managing team execution and staffing-to-traffic ratios, • Improve sales performance in areas such as close rate, average sale, and sales per guest, • Track and manage key metrics including protection plan sales, sleep category, net margin, financing applications, and appointment rates, • Monitor and improve Net Promoter Score (NPS) and reduce Total Piece Exception Rate Showroom and Compliance Standards • Lead weekly Perfect Store Visit meetings to maintain operational alignment, • Ensure the store remains clean, organized, and guest-ready, • Regularly coach, assist, and manage team performance through active engagement Schedule Requirements • Full-time, minimum of 40 hours per week including weekends, • Additional hours may be required during peak periods, holidays, or business needs, • Two scheduled days off per week, excluding holidays or blackout periods, • Regular, in-person attendance at the assigned store is required Qualifications • High motivation, strong leadership mindset, and excellent interpersonal skills, • Experience in retail leadership, sales management, or a similar role required, • Ability to drive performance through accountability, coaching, and team development, • Skilled in managing priorities, solving problems, and making data-informed decisions, • Strong communication and organizational abilities, • Proficiency in Microsoft Office (Word, Excel, PowerPoint); ability to learn internal systems Job Type Full-time Benefits • Health insurance, • Dental insurance, • Vision insurance, • Life insurance, • Paid time off, • 401(k) with employer match, • Employee discount #ANE2

Job Description Job Purpose Partner with the Group Head and other stakeholders to underwrite, execute, and monitor project finance transactions, with a focus on infrastructure sectors including energy, LNG, data centers, transportation, and related assets. Serve as the primary execution officer for transactions from initial evaluation through closing and ongoing portfolio management. Support broader structured finance and corporate lending activities as needed. Prepare credit proposals, conduct due diligence, manage internal approvals, and support the continued growth of the Bank's project finance platform. Key Responsibilities Transaction Execution • Lead the evaluation, underwriting, structuring, approval, documentation, and closing of project finance transactions., • Conduct financial, technical, legal, market, and other due diligence and identify key transaction risks and mitigants., • Review and maintain financial models, including debt sizing, sensitivity analysis, covenant testing, and cash flow assessments., • Prepare credit memoranda and presentations for internal approval committees., • Review financing and legal documentation and coordinate with internal and external stakeholders through closing., • Manage transaction execution processes and serve as a primary contact for borrowers, sponsors, agent banks, advisors, and other market participants. Portfolio Management • Monitor portfolio performance, including operating and financial results, covenant compliance, project progress, loan activity, and other key risk indicators., • Review borrower reporting, engineer reports, and other information to identify emerging risks and recommend appropriate actions., • Manage amendments, waivers, refinancing, and periodic credit reviews., • Update risk ratings and support portfolio stress testing and concentration analysis. Strategic Support • Monitor market, regulatory, and industry developments affecting project finance and infrastructure sectors., • Support senior bankers in business development, portfolio strategy, and growth initiatives. Essential Competencies • Strong credit, underwriting, and risk analysis skills., • Strong project finance modeling and cash flow analysis capabilities., • Ability to negotiate, document, and manage complex financing transactions., • Effective relationship management, communication, and project management skills., • Ability to manage multiple transactions and priorities while exercising sound credit judgment. Compliance Requirements • Comply with all Bank policies, procedures, internal controls, and applicable regulatory requirements., • Maintain credit files and documentation in accordance with regulatory and records-retention standards., • Complete all required compliance and regulatory training. Qualifications and Experience • Bachelor's degree in Finance, Accounting, Business, Economics, or related field., • 7 years of commercial banking experience, including project finance underwriting, execution, portfolio management, or credit risk analysis., • Experience across infrastructure sectors such as energy, LNG, power, renewables, transportation, digital infrastructure, and utilities., • Strong financial modeling skills and proficiency in Excel, Word, and PowerPoint., • Excellent written, verbal, and interpersonal communication skills.

Job DescriptionJob InformationLocation: Elmont, NY (in Person 5 days)Compensation Range: $180,000-$220,000 + standard benefit package Position Summary:The Assistant Controller manages the company’s accounting operations, overseeing corporate accounting, project accounting, payroll, and accounts payable functions to ensure accurate, timely processing, reconciliation, and financial reporting across the organization. This is a hands-on role responsible for the day-to-day accounting close process, project financial performance, and cash flow management, supervising accounting staff and partnering closely with the Corporate Controller, Human Resources, and Project Management to ensure accurate, coordinated financial reporting company-wide. Key Responsibilities: • Manage corporate accounting operations, including accounts payable, accounts receivable, general ledger functions, account reconciliations, and month-end and year-end closing processes., • Manage project accounting, including job cost accounting, work-in-progress (WIP) schedules, and percentage-of-completion accounting across active projects., • Oversee project profitability reporting, contract billing, change order accounting, and retainage management., • Analyze reports - including cost-to-completion, billing and projected revenue - and to evaluate project profitability and financial performance., • Partner with project managers to complete requisition processes, identify cost issues, margin risks, forecasting variances, and corrective actions., • Support cash flow management, budgeting, and forecasting at both the company and project levels, including monitoring accounts receivable, accounts payable, project billings, collections, and projected cash requirements., • Oversee payroll administration, including timely processing and reporting, tax submission, certified payroll, prevailing wage compliance, and project payroll processing., • Partner with HR to maintain a collaborative check-and-balance process over shared functions — benefits and payroll changes including hires and terminations, timekeeping/PTO reconciliation, and compensation changes — ensuring accurate, timely, and compliant data handoffs between departments., • Support ongoing compliance with applicable federal, state, and local tax and regulatory requirements, including timely filing of taxes., • Provide day-to-day supervision of accounting staff, including coaching, performance feedback, and career development., • Support internal and external audits, including coordinating with external auditors, tax advisors, and other outside parties., • Identify and implement improvements to accounting processes, systems, reporting and internal controls. Qualifications:Required: • Bachelor’s degree in accounting, Finance, or related field., • 5–7 years of progressive accounting experience, at least 3 years’ experience in the construction industry., • Working knowledge of job cost accounting, WIP reporting, and percentage-of-completion revenue recognition., • Experience with month-end/year-end close and preparation of financial statements., • Experience with general ledger reconciliation and accounts payable/receivable operations., • Working knowledge of federal, state, and regulatory requirements affecting accounting operations, including taxes and payroll., • Experience with certified payroll/prevailing wage compliance., • Proficiency with construction accounting/ERP systems (CMiC preferred)., • Advanced Excel skills (PivotTables, XLOOKUP/VLOOKUP, SUMIFS, financial modeling)., • Experience supervising or training accounting staff., • Excellent communication, organization, and problem-solving skills., • Ability to work collaboratively across departments. Preferred: • Experience in a closely-held or family-owned organization., • Familiarity with lien waivers and AIA billing formats. Core Competencies • Execution & Reliability — Delivers accurate, timely work within established processes and deadlines., • Team Development — Coaches, supervises, and develops accounting staff., • Sound Judgment Within Boundaries — Handles routine issues independently; knows when to escalate to the Controller., • Attention to Detail — Catches discrepancies before they reach the Controller or ownership., • Project Financial Insight — Reads job cost and WIP data to spot margin risk and forecasting variances early., • Cross-Functional Collaboration — Partners effectively with HR, Estimating, and Project Operations teams to reach aligned, company-wide outcomes., • Process & Controls Orientation — Identifies, recommends, and supports implementation of improvements to accounting processes and internal controls.

Job DescriptionAcquisition Analysis Associate (Entry-Level) – Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000+ total compensation (varies by employer) About This Role This Acquisition Analysis Associate description represents the type of early-career acquisition and transaction-focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive investment and M&A roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms, corporate development teams, family offices, and acquisitive platforms within our network may seek analytically strong Acquisition Analysis Associates to support end-to-end acquisition evaluation and execution. Individuals in roles like this focus on underwriting potential acquisitions, assessing strategic and financial fit, supporting diligence, and helping investment teams make informed capital allocation decisions. The environment is typically lean and deal-driven, offering meaningful exposure to transaction execution and senior decision-makers. Day-to-Day ResponsibilitiesAcquisition Evaluation & Financial Modeling Build and maintain acquisition-focused financial models, including operating models, accretion/dilution analyses, DCFs, and LBOs Analyze transaction structures, purchase price assumptions, and financing scenarios Evaluate returns, downside cases, and sensitivity analyses Support valuation analysis using comparable companies, precedent transactions, and intrinsic methods Due Diligence & Transaction Support Support diligence across financial, commercial, operational, and legal workstreams Analyze historical financials, KPIs, customer concentration, and unit economics Identify key risks, synergies, and value-creation opportunities Coordinate with internal teams and external advisors during live transactions Strategic & Market Analysis Conduct industry, market, and competitive research to assess acquisition attractiveness Evaluate strategic fit with existing platforms or portfolio companies Support development of acquisition rationales and integration considerations Investment Committee & Decision Support Draft acquisition memos and presentation materials Summarize diligence findings and transaction economics Present data-backed recommendations on deal viability, risks, and upside potential Portfolio & Add-On Acquisition Support Support bolt-on acquisition analysis and integration planning Assist portfolio companies with acquisition modeling and post-close tracking Contribute to refinancing, recapitalization, and exit-related analyses What Makes This Work Engaging Direct exposure to live M&A and acquisition processes Hands-on involvement in high-impact investment decisions Accelerated learning in transaction structuring, valuation, and diligence Close collaboration with senior investors, operators, and advisors Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Advanced Excel and financial modeling skills Strong understanding of accounting, valuation, and M&A fundamentals Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, corporate development, transaction advisory, or consulting is beneficial Demonstrated interest in acquisitions, M&A, or transaction analysis Experience analyzing financial statements and transaction structures Soft Skills & Mindset Strong ownership mentality and attention to detail Ability to synthesize complex information into clear recommendations Clear written and verbal communication skills Comfort working in fast-paced, deadline-driven deal environments Coachability, curiosity, and willingness to learn quickly How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and M&A roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, corporate development, investment banking, and acquisition-focused roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to relevant recruiters and decision-makers Support initiating warm, direct conversations rather than relying solely on job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support during the search process Interview & Case Preparation Assistance with M&A case studies, acquisition modeling, and diligence questions Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionDescription: Who We Are: Celerant Technology Corp is a leading provider of premium, advanced retail management software for retail organizations. Our software, developed in-house, manages all areas of the retail business including point of sale, inventory management, warehouse, distribution, allocation, e-commerce, sales back office, advanced reporting and more. We give retailers the capabilities necessary to run their operation both efficiently and profitably. Celerant is a successful software company that is rapidly expanding. The main headquarters are located in Iselin, New Jersey and, as well as additional offices in Georgia, California, Texas and UK. For more information, visit us at www.celerant.com. We are seeking a talented and experienced Controller to oversee our financial operations and help support strategic financial planning. As the Controller, you will play a pivotal role in managing the company's financial health, ensuring compliance with regulatory requirements, and providing valuable insights to support decision-making. This is an exciting opportunity for a driven professional to contribute to the growth and success of a dynamic software company. Responsibilities: · Manage all aspects of the company's financial operations, including accounting, budgeting, forecasting, and financial reporting. · Develop and implement robust internal controls to safeguard company assets and ensure compliance with accounting standards and regulations. · Prepare timely and accurate financial statements, reports, and analysis to support management decision-making and investor relations. · Collaborate with cross-functional teams to optimize financial processes and drive operational efficiency. · Lead the annual budgeting process and long-term financial planning efforts to support strategic initiatives and business growth. · Monitor key financial metrics and performance indicators to identify trends, risks, and opportunities for improvement. · Oversee tax planning and compliance activities, working closely with external tax advisors and regulatory authorities. · Manage relationships with external auditors, bankers, and other financial partners to support audit and financing activities. · Provide leadership, guidance, and mentorship to the finance team, fostering a culture of excellence, collaboration, and continuous improvement. Qualifications: · Bachelor's degree in Accounting, Finance, or related field. · Proven track record of success in a similar role, preferably within the software industry. · Must be proficient in NetSuite and Excel. · Thorough understanding of GAAP and financial reporting requirements; knowledge of IFRS is a plus. · Strong analytical skills with the ability to interpret complex financial data and provide strategic insights. · Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams. · Experience implementing and optimizing financial systems and processes. · Detail-oriented mindset with a commitment to accuracy and integrity. · Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities. · Leadership experience with a focus on team development and performance management. Compensation: Competitive Salary with major growth potential, medical benefits, 401K, flexible spending account, 15 PTO days annually, optional dental/optical coverage. Salary range is $100,000 - $140,000 depending on experience. Requirements: · Manage all aspects of the company's financial operations, including accounting, budgeting, forecasting, and financial reporting. · Develop and implement robust internal controls to safeguard company assets and ensure compliance with accounting standards and regulations. · Prepare timely and accurate financial statements, reports, and analysis to support management decision-making and investor relations. · Collaborate with cross-functional teams to optimize financial processes and drive operational efficiency. · Lead the annual budgeting process and long-term financial planning efforts to support strategic initiatives and business growth. · Monitor key financial metrics and performance indicators to identify trends, risks, and opportunities for improvement. · Oversee tax planning and compliance activities, working closely with external tax advisors and regulatory authorities. · Manage relationships with external auditors, bankers, and other financial partners to support audit and financing activities. · Provide leadership, guidance, and mentorship to the finance team, fostering a culture of excellence, collaboration, and continuous improvement.

Job DescriptionDeal Analysis Associate – Private Equity Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full-Time Compensation: $140,000 – $185,000 total compensation (varies by employer) About This Role This Deal Analysis Associate – Private Equity description represents the type of early-career, transaction-focused roles featured on the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of our platform gain access to exclusive deal execution and investment analysis roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities. More information is available at careerlaunch.ai. About the Opportunity Lower middle-market private equity firms within our network may seek analytically strong Deal Analysis Associates to support transaction evaluation, financial underwriting, and diligence execution across new investments. Individuals in roles like this work closely with senior investors on live deals, developing deep expertise in deal economics, valuation, and investment decision-making. The environment is typically lean and fast-paced, offering meaningful exposure to end-to-end transaction processes. Day-to-Day ResponsibilitiesDeal Evaluation & Transaction Modeling Build and maintain operating and transaction models, including 3-statement models, DCFs, and LBOs Analyze deal economics, return profiles, capital structures, and downside scenarios Evaluate valuation using comparable companies, precedent transactions, and scenario-based approaches Underwriting & Investment Analysis Assess business models, revenue drivers, cost structures, and scalability Analyze historical and projected financial performance, KPIs, and unit economics Identify key value-creation levers and risk factors within each transaction Due Diligence Execution Support financial, commercial, operational, and legal diligence processes Coordinate data analysis across advisors and internal stakeholders Synthesize diligence findings into clear, actionable insights Investment Committee Support Draft investment memos, underwriting summaries, and presentation materials Clearly articulate deal rationale, assumptions, risks, and mitigants Present data-backed perspectives to support investment decisions Transaction & Portfolio Support Assist with add-on acquisitions, recapitalizations, and financing analyses Support post-close tracking against underwriting assumptions Contribute to exit analysis and transaction planning What Makes This Work Engaging Direct involvement in live private equity transactions Hands-on exposure to deal structuring and investment decision-making Accelerated learning across M&A, valuation, and strategic finance Close collaboration with senior investors and advisors Ideal Candidate Profile This profile reflects the competencies commonly sought for deal-focused private equity roles. Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field Strong Excel and financial modeling skills; comfort building and auditing LBO models Solid understanding of accounting, valuation, and corporate finance principles Experience (Formal or Informal) Prior internships or experience in investment banking, private equity, consulting, or corporate finance is beneficial Demonstrated interest in transaction work, underwriting, and deal execution Soft Skills & Mindset Strong analytical and problem-solving abilities Ability to synthesize complex information under tight timelines Clear written and verbal communication skills High ownership mentality and attention to detail Coachability, intellectual curiosity, and resilience in fast-paced deal environments How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive deal-focused finance roles. AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes Targeted search across private equity, investment banking, corporate development, and M&A roles Recruiter & Hiring Manager Outreach Human-led outreach campaigns to recruiters and investment decision-makers Support in initiating warm conversations beyond traditional job portals Execution & Tracking Support Streamlined systems to manage applications and outreach End-to-end administrative support throughout the search process Interview & Case Preparation Assistance with private equity case studies, deal modeling, and underwriting reviews Support with behavioral and technical interview readiness Continued Support Ongoing guidance provided throughout the hiring process Learn More or Apply To access roles of this kind through the Career Launch AI platform, visit: careerlaunch.ai Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement. Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai

Job DescriptionCapital Advisory Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Capital Advisory Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in capital advisory, strategic financing, and investor solutions. Actual openings may vary based on employer type (e.g., investment banks, capital advisory firms, GP advisory platforms, alternative asset managers) and advisory focus, including fundraising strategy, balance sheet optimization, or strategic capital initiatives. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview Capital Advisory Analysts support senior advisors in delivering strategic capital solutions to clients, including private fund managers, corporates, and investment platforms. The role blends financial analysis, market research, and transaction execution support in a client-facing advisory environment. These roles often involve close collaboration with managing directors, clients, legal advisors, and institutional investors. Key Responsibilities Support advisory engagements related to capital raising, financing strategy, and capital structure optimization Analyze financing alternatives, fund structures, and strategic capital solutions Build financial models related to capital structures, cash flows, and return scenarios Prepare client presentations, pitch materials, and advisory memoranda Conduct market research and benchmarking of capital markets, investor appetite, and peer transactions Assist with transaction execution, including due diligence coordination and data room management Track project timelines, deliverables, and client communications Analyze investor feedback and market conditions to inform advisory recommendations Prepare internal updates and materials for senior advisory teams Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field Strong interest in advisory work, capital markets, and strategic finance Understanding of capital structures, financing instruments, and investment vehicles Strong analytical and financial modeling skills with high attention to detail Proficiency in Excel and PowerPoint; familiarity with CRM or data platforms is a plus Ability to manage multiple projects in a deadline-driven, client-focused environment Strong written and verbal communication skills Professional demeanor and comfort interacting with senior stakeholders Highly organized, proactive, and team-oriented mindset About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching Resume and profile optimization Guidance on outreach to capital advisory and strategic finance teams Interview preparation for capital advisory, fundraising, and strategic finance roles To learn more or express interest in capital advisory roles, visit: https://www.careerlaunch.ai/