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Position Summary As Director, Data Management & Visualization, you will be pivotal in managing the E2E data and visualization process including collection, aggregation, QA, processing and visualization for a major client while also serving as a consultant to all Mediabrands stakeholders. In addition to managing the day-to-day data and visualization needs of internal and external clients, this role will be managing a high functioning team of managers and/or analysts/sr. analysts. Key Responsibilities • Business Ownership: Independently run a business unit or portfolio, including full accountability for delivery, quality, and client satisfaction., • New Business Setup: Lead setup from scratch for new accounts/businesses, including systems, processes, and data flow design., • Data Migrations: Manage and execute large-scale data migration projects and comparable complex assignments., • Consistent Processes: Execute consistent processes across Mediabrands clients., • Campaign Naming Conventions: Define and ensure adoption of consistent campaign naming structures across platforms and reporting environments., • Data Integration: Prepare and integrate outside datasets, including first-party and non-standard digital inputs, into analytics workflows., • Data Quality & Anomaly Detection: Implement QA processes and anomaly detection to safeguard data integrity across all deliverables., • Leadership Skills and Stakeholder Management:, • Engage with senior clients, internal leaders, and cross-functional teams to drive adoption of data solutions., • Ensure quality work output from onshore/offshore teams, • Media Platform Knowledge:, • Campaign Management: CM360, DSPs., • Social: Meta, Snapchat, TikTok, Pinterest, LinkedIn, X., • Search: SA360, Bing, Google Ads. Required Skills Technical Skills: • Deep understanding of end-to-end data flow, APIs, databases, and BI tools., • Visualization and dashboard creation experience; Tableau preferred., • Strong BI tool skills (Alteryx, Power BI, KNIME, etc.); Tableau Prep preferred., • Database experience (Snowflake preferred)., • Understanding of taxonomy creation and execution Media Platform Knowledge: • Campaign Management: CM360, DSPs., • Social: Meta, Snapchat, TikTok, Pinterest, LinkedIn, X., • Search: SA360, Bing, Google Ads. Leadership Skills: • Proven experience in management of multiple team members, • Ability to provide feedback & guidance in a constructive manner to direct reports, • Demonstrate collaboration, including ability to drive clarity in a multi-stakeholder environment Desired Skills & Experience • 7+ years of experience in agency or client-side digital media planning or media analytics, • Presentation development and delivery, • Strong written and verbal communication, • Ability to engage, develop, and give feedback to drive success of colleagues not reporting to you directly Desired Skills & Experience • 10+ years of experience in agency or client-side digital media, data management, or media analytics., • Strong presentation development and delivery skills., • Excellent written and verbal communication., • Demonstrated ability to influence, engage, and develop colleagues (direct and indirect reports)., • Experience driving innovation and implementing scalable data/reporting solutions at enterprise scale. Wage and Benefits We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee’s/applicant’s skill set, level of experience, and qualifications. Employment Transparency It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email . Salary Range $140,000—$160,000 USD

🚨 Russell Tobin & Associates is seeking a Capital Markets Settlement Analyst 🚨 We’re hiring a Capital Markets Settlement Analyst to support a leading financial services firm. This role sits within Capital Markets, Core Processing & Risk and plays a critical role in supporting trade lifecycle and settlement operations. 📍 Location: Hybrid (3 days per week in office) 💰 Compensation: $28–$32/hour 📅 Duration: 12-month contract with strong temp-to-perm conversion opportunity 💼 What You’ll Do: • Manage the end-to-end trade lifecycle, including trade matching and settlement across asset classes, • Support settlement processes across platforms such as DTC, Fed, and U.S. Treasuries, • Act as a liaison between financial advisors, trading desks, operations, and external counterparties, • Handle high-volume, time-sensitive transactions and resolve breaks/issues in real time, • Collaborate with internal teams (Operations, IT, Risk, Compliance) on process improvements and change initiatives, • Contribute to both “Run the Bank” and “Change the Bank” programs 📊 What We’re Looking For: • Bachelor’s Degree, • Minimum 2+ years of financial services experience, • Corporate finance experience required, • Hands-on trade settlement experience (DTC, Fed, U.S. Treasuries required), • Strong understanding of financial markets and investment products, • Excellent communication skills (written & verbal), • High attention to detail and strong problem-solving abilities, • Ability to manage competing priorities in a fast-paced environment, • Self-starter with strong ownership mindset ➕ Nice to Have: • Advanced Microsoft Excel skills, • Experience with Alteryx, • Exposure to capital markets operations or brokerage environments 💡 This is a great opportunity to gain exposure to capital markets operations, trading desks, and large-scale financial processes, while working in a highly collaborative and fast-paced environment. 📩 Interested or know someone who might be a fit? Let’s connect! Must be authorized to work in the United States Russell Tobin offers eligible employees comprehensive medical, dental, and vision coverage, a 401(k) retirement savings plan, life and disability insurance options, pet insurance, employee discounts, and access to an employee assistance program, identity theft protection, and legal support.

Hybrid: 3 days per week in office Top Skills • Bachelor's Degree, • A minimum of 2 years of financial services industry experience - Settlement Experience (FED, US Treasury, DTC) Capital Markets, Core Processing and Risk provide Operational support to the Capital Markets business within Brokerage Wealth Management. As part of their support model, CMCPR has an embedded Change Control team within each silo that is responsible for the management of both Change the Bank and Run the Bank change programs. The team collaborates with stakeholders in Operations, IT and the Business to analyze, define and deliver the Technology and Operational processes. Members of the team are expected to take leadership roles in the various programs as well as to take personal accountability for delivering first class solutions and products. The Settlement team for CMCPR team have a high level of interaction with Business Specialists (Financial Advisors), Branch Management, Compliance and Risk Teams. The team is also the liaison between the field and the businesses unit / trading desk. On a day-to-day basis, the team member manages conflicting events that occurs throughout the day. The Settlement team is responsible for managing the day-to-day support of the trade lifecycle including the trade settlement across various asset classes and trade matching platforms. This role entails heavy interaction with both internal and external financial advisors, the Core Settlements departments, MSWM trading desks, and external market centers and counterparties. Qualifications • Bachelor's Degree, • A minimum of 2 years of financial services industry experience, • General knowledge of financial markets and investment products, specifically Trade Settlements. (DTCC, Fed, Government)., • Great written and verbal communication skills, • Self-motivated with a high degree of attention to detail, • Ability to adapt in fast paced environment with focus on innovation and flexibility, • Efficient time management skills and ability to prioritize competing urgent tasks, • Team player with the ability to work effectively in a team or independently, • Ability to quickly learn and apply knowledge, • Strong reasoning and problem-solving skills, • Ability to think and act like an owner, • Proficiency in Microsoft Excel, Alteryx a plus

HEAD OF MID MARKET SALES needed at one of our Investment Technology Data and Analytics platform clients! Hybrid 1 - 2x per week in office in NYC only. Base $175k - $250k plus performance bonus (first year guaranteed). You will be building a GTM sales team from the ground up for a new mid market vertical selling into the buy side, sell side and private markets firms. Must have experience building and leading teams selling relevant SaaS solutions into these markets, ideally a SaaS Data Platform. Experience at Snowflake or Databricks is a huge bonus. Other relevant firms include Palantir, Anthropic, BlackRock (Aladdin Data Cloud), Starburst, Alteryx, AWS, GCP, Azure and Data Lake. Position Summary The Head of Middle Market Sales will be responsible for building a new go-to-market (GTM) motion from the ground up targeting mid-market financial institutions, asset managers, private capital firms, and regional banks. This leader will recruit, develop, and manage a high-performing sales organization, define the sales playbook, and establish the commercial foundation for long-term scalable growth. This role requires a mix of strategic vision, entrepreneurial drive, and hands-on sales leadership in complex B2B technology environments within financial services. Responsibilities: 1. GTM Strategy & Execution • Work closely with key stakeholders to design and execute a complete go-to-market strategy for the middle market segment (including segmentation, pricing, sales motion, and channel strategy)., • Help validate the ideal customer profile (ICP) and targeted messaging, positioning, and value proposition for mid-market financial institutions., • Partner cross-functionally with marketing, product, and customer success to align demand generation and post-sale delivery. 2. Sales Leadership & Team Building • Recruit, onboard, and lead a new team of enterprise account executives and business development professionals from scratch., • Build a high-performance, metrics-driven sales culture focused on accountability, client success, and continuous improvement., • Coach and mentor sales talent on solution selling, financial data workflows, and multi-stakeholder deal cycles. 3. Pipeline & Revenue Management • Drive predictable revenue growth through disciplined pipeline management, forecasting, and territory planning., • Collaborate closely with revenue operations to establish performance metrics, CRM rigor, and sales process consistency. Qualifications: • 7+ years of experience in B2B sales leadership within financial technology. Majority of this experience should be within SaaS Data Platform High Velocity sales specifically, with a strong network across the buy side, sell side, and/or private markets., • Proven track record of building and scaling a new High Velocity sales organization (preferably from zero to meaningful ARR)., • Deep understanding of financial data workflows — including portfolio management, risk, operations, or data management systems., • Exceptional leadership, communication, and organizational skills; thrives in a high-growth, fast-paced environment., • Experience working both with complex sales cycles ($250k–$2M+ ACV) and with high-velocity sales cycles ($50k - $150k+ ACV), • Entrepreneurial mindset with strong operational discipline — equally strategic and execution-focused.

Job Title: Finance Business Analyst Location: Jersey City, NJ | Pay: 564.38/day Team Overview: The Finance Americas COO department ensures that appropriate solutions are put in place for the Finance (accounting) and Tax organization to meet their business objectives. The team acts as the bridge for the Finance and Tax organization to various departments within the Business, PMO and Technology organizations in New York, New Jersey, California, Montreal, Mumbai, London, and Paris. The role resides within FCOOs Finance Implementation Projects (FIP) Business Line team that works on a wide range of projects simultaneously arising from business, regulatory changes, and strategic initiatives. The team is also responsible for the reengineering efforts of existing applications to improve functionality and efficiencies. The team also provides first line user support through training, research and responding to general queries. Responsibilities: The Business Analyst has broad-based responsibilities for the functional design, business line specification and deployment of Finance Systems and Process changes initiatives at both an Americas Legal Entity and IHC level. The candidate will work as a team member of the projects team. General responsibilities include: Generate, analyze, and document user requirements and business processes for IT development (BRD). Undertake data assessment, data gap analysis and remediation. Plan and manage user acceptance and migration testing up to successful delivery of end-product or remediation solution. Liaise and coordinate cross-functionally to review requirements with stakeholders to enable design and development in liaison with IT, coordinate testing, support go-live, and provide long term support for operational readiness, governance, controls, and aftercare. Ensure proper and adequate aftercare and follow-up to remediate any unforeseen issues. Manage issues and escalate effectively. Ensure on-time quality delivery of projects and tasks assigned. Facilitate working group meetings with effective presentation materials and documentation; prepare agendas, document-meeting outcomes and communicate to stakeholders and management. Support enhancement efforts of the overall control environment, including upstream processes and controls. Specific responsibilities for the Financial Product Accounting Business Line Analyst role: Sound knowledge of lifecycle of financial Global Market and Global Banking products and banking processes, ability to navigate complex data systems and architecture. Work closely with Finance Strategy group for current and upcoming new transactions or activities. Acts as the contact person within the project teams and for the business line in relation to data and functional aspects and document and validate BRD updates accordingly. Engage finance internal teams for relevant schemas and downstream reporting of finance processes. Ensure accounts, products, legal entities, and source systems are properly reflected in implementation. Track timelines and budget, report weekly updates, lead, and participate in OpCo/SteerCo meetings. Ensure appropriate coverage to anticipate and enable resolution for any unforeseen or blocking issues with appropriate escalation. Identify opportunities to enhance and automate processes and agilely reprioritize and support other finance projects as they emerge. Ensures proper change management controls, rules, and responsibilities as required. Utilize PowerPoint and Excel to allow for analysis, summary, and presentation to working group and management as needed. Minimum Required Qualifications: Qualified CFA / Finance University Degree. 7 to 10 years of work experience in the field of accounting and / or accounting systems (i.e. upstream to general ledger and downstream) and implementation in the financial services industry. Strong technical accounting background in the financial services industry (Ex: Corporate and Investment Bank, Prime and Hedge Fund Services, Investment Management, etc.) Experience must include business analysis and application testing. Excellent written and oral communication skills. Business analysis and project management skills including Microsoft Office, SQL preferred. Ability to understand complex financial products and system architectures, including accounting business processes, financial, and management reporting (IAS and US GAAP), month-end closing process, regulatory reporting, entity consolidations and multi-currency accounting. Experience working with accounting and reporting of complex financial products (Ex: Derivatives, Forex, Equities, Fixed Income, Treasury, Loan Syndication, Supply Chain, Trade Finance, etc.) with deep understanding of product lifecycles and associated accounting events. Detail-oriented approach with problem solving mind-set and ability to work independently. Ability to effectively challenge and apply professional skepticism with the goal of providing strategic solutions. Excellent written and oral communication skills, with the ability to explain complex issues clearly and concisely to audiences of varying technical or accounting levels. Ability to work effectively in geographically dispersed cross-functional teams. Preferred Qualifications: CFA or experience in financial products preferred. Knowledge of accounting standards - IFRS and/or US GAAP are of interest. Experience working with IT in product implementations of financial systems Experience in Business Analysis (Accounting and Reporting) and Application Testing (accounting interpreter, sub ledger, general ledger, and reporting tools) in financial services industry. Fluency in one of more of these languages preferred: French, Spanish and/or Portuguese. Knowledge of emerging solutions and analytic tools preferred, e.g., robotics, Alteryx, BI, AI etc.

Position Summary As Director, Data Management & Visualization, you will be pivotal in managing the E2E data and visualization process including collection, aggregation, QA, processing and visualization for a major client while also serving as a consultant to all Mediabrands stakeholders. In addition to managing the day-to-day data and visualization needs of internal and external clients, this role will be managing a high functioning team of managers and/or analysts/sr. analysts. Key Responsibilities • Business Ownership: Independently run a business unit or portfolio, including full accountability for delivery, quality, and client satisfaction., • New Business Setup: Lead setup from scratch for new accounts/businesses, including systems, processes, and data flow design., • Data Migrations: Manage and execute large-scale data migration projects and comparable complex assignments., • Consistent Processes: Execute consistent processes across Mediabrands clients., • Campaign Naming Conventions: Define and ensure adoption of consistent campaign naming structures across platforms and reporting environments., • Data Integration: Prepare and integrate outside datasets, including first-party and non-standard digital inputs, into analytics workflows., • Data Quality & Anomaly Detection: Implement QA processes and anomaly detection to safeguard data integrity across all deliverables., • Leadership Skills and Stakeholder Management:, • Engage with senior clients, internal leaders, and cross-functional teams to drive adoption of data solutions., • Ensure quality work output from onshore/offshore teams, • Media Platform Knowledge:, • Campaign Management: CM360, DSPs., • Social: Meta, Snapchat, TikTok, Pinterest, LinkedIn, X., • Technical Skills:, • Deep understanding of end-to-end data flow, APIs, databases, and BI tools., • Visualization and dashboard creation experience; Tableau preferred., • Strong BI tool skills (Alteryx, Power BI, KNIME, etc.); Tableau Prep preferred., • Database experience (Snowflake preferred)., • Understanding of taxonomy creation and execution, • Media Platform Knowledge:, • Campaign Management: CM360, DSPs., • Social: Meta, Snapchat, TikTok, Pinterest, LinkedIn, X., • Search: SA360, Bing, Google Ads., • Leadership Skills:, • Proven experience in management of multiple team members, • Ability to provide feedback & guidance in a constructive manner to direct reports, • 7+ years of experience in agency or client-side digital media planning or media analytics, • Presentation development and delivery, • Strong written and verbal communication, • 10+ years of experience in agency or client-side digital media, data management, or media analytics., • Strong presentation development and delivery skills., • Excellent written and verbal communication., • Demonstrated ability to influence, engage, and develop colleagues (direct and indirect reports)., • Experience driving innovation and implementing scalable data/reporting solutions at enterprise scale. We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family. The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications. It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions. For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email ___. Salary Range$140,000—$160,000 USD

Support the use of Data and Analytics (D&A) in the audit, including data extraction and analysis; utilize a range of technologies and data analysis tools to execute substantive audit procedures, including artificial intelligence (AI), Excel, Alteryx, SQL and Power BI; assist in the preparation of th

Perform data extraction, transformation, modeling, visualization, and various analyses to support decision-making. Extensive ability in data processing tools such as Alteryx, SQL, and visualization tools like Power BI or Tableau. Certification in Databricks / Snowflake / Alteryx / PowerBI / Tableau

Job DescriptionGreetings from Donato Technologies Inc. We have an immediate opening with my client. If you are looking for a new project, please send me a copy of your updated resumes Job Title: Alteryx IT Tax Engineer Job Location: NYC, NY (onsite) Job Duration: 12+ Months POSITION OVERVIEW: • Were a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit, and Real Estate, regions and industries, were known for our integrated businesses, our strong investment performance, our value-oriented philosophy and our people., • We are seeking a hands-on tax engineer responsible for driving the effective use of technology for the reporting, compliance and operation functions of Apollos Tax Team globally., • The Tax Engineer will develop solutions that optimize the Tax function, enhancing data quality, increasing automation, reducing risk, and supporting the strategic plans of the Tax department., • Key to the position are the abilities to understand the tax process requirements, capture those needs, define data dependencies and flows, manage projects, timelines, and risks, and consider the impact of regional requirements on global tax technology-based solutions.PRIMARY RESPONSIBILITIES:, • Work with finance, accounting, engineering, and other business partners to drive the implementation of tax software, establish and automate processes, • Coordinate the Tax Departments technology requirements, • Create business requirements documents, including an overall data strategy and roadmap, • Configure tax technology solutions using tools such as Alteryx, Power BI, Snowflake, Pyramid, and Python., • Manage multiple external vendors that support the Tax processes, • Monitor and stay up to date on emerging tax technology trends and continually reevaluate and revise the tax technology strategy to ensure optimal results.QUALIFICATIONS AND EXPERIENCE:, • Project management experience, leading multiple projects at the same time, • Broad-based knowledge of US and/or UK Tax., • Strong development/configuration skills in at least one of the following: Snowflake, Thomson Reuters OneSource, Alteryx, Pyramid, Python, Salesforce, RPA and Microsofts suite of products, • Strong interpersonal skills to collaborate with technology teams and business areas, • Experience with implementing tax technology solutions, including all aspects of the technology design, development, and implementation lifecycle, and working with cross-functional implementation teams to successfully integrate applications, • Excellent verbal and written communication skills, • Independent and self-motivated., • B.S. / B.A. with 5+ years of Engineering and Tax experienceMust-Have Skills:, • Alteryx Data & Analytics, Power BI, Tax Platform Jennifer Sampson Technical Recruiter ....................................................... DONATO TECHNOLOGIES, INC 12100 Ford Rd, #306, Dallas, TX 75234 Direct : (469)-342-0401 Email: Web:

Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing. Documenting processes, promoting automation, re-engineering of the operating model, and enhancing the control environment are other key aspects of

Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing. Help process improvement and automations to increase operational efficiency. Advanced proficiency with automation and data analytics tools, includi

Prior experience with automation and new age tools like Tableau, Alteryx, UI Path & Process mapping tools. Operations Automation Senior Associate In Securities Services. As an Operations Automation Senior Associate in Securities Services, you have proven track record of having worked in Change roles

Job DescriptionCFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team. Roles and Responsibilities: · The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. · Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships.· Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. · Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. · Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. · Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. · Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. Qualifications and Capabilities: · 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment. · A proven track record of generating new business and expanding client relationships is required.· Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change. · Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.· Advanced understanding of the FP&A function within a finance organization. · Extensive experience and understanding of three statement financials and associated modelling. · Significant engagement management experience as well as business, practice, and people development. · Ability to concurrently manage internal firm and external client requirements. · Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. · Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). · Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. · ERP technology understanding (SAP / Oracle / Workday, etc.). · Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making.What You'll Do: • Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as the analysis of working capital, cash flows, and key financial metrics, • Review and interpret financial statements under GAAP and other relevant standards, • Develop and present client deliverables, including detailed Excel analyses and PowerPoint presentations summarizing findings, • Work on multiple projects simultaneously, ensuring timely and accurate deliverables, • Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively, • Utilize advanced Excel functions and analytics tools (PowerBI and Alteryx) to synthesize data and identify trends, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Mentor junior team members and foster a collaborative, inclusive team environmentWhat You'll Bring:, • 4+ years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms, • Strong understanding of the financial due diligence process, including past experience issuing quality of earnings reports with a view toward Adjusted EBITDA, NWC, and Net Debt, • Experience working with target company CFOs and Controllers, as well as Private Equity Partners, • Strong understanding of GAAP and financial statement analysis, • Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage, • Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Ability to work onsite in San Francisco three days per weekQualifications:, • Degree in Accounting, Finance, or Economics

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Financial Due Diligence practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high volume roll-ups, carve-outs, divestitures and sell-side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high-quality analyses that drive informed decision-making.What You'll Do: • Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as analysis of working capital, cash flows, and key financial metrics, • Review and interpret financial statements under GAAP and other relevant standards, • Develop and present client deliverables, including detailed Excel analysis and PowerPoint presentations summarizing findings, • Work on multiple projects simultaneously, ensuring timely and accurate deliverables, • Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively, • Utilize advanced Excel functions and analytics tools (Power BI, Alteryx) to synthesize data and identify trends, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Mentor junior team members and foster a collaborative, inclusive team environmentWhat You'll Bring:, • 2–6 years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms, • Strong understanding of GAAP and financial statement analysis., • Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards., • Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment., • Degree in Accounting, Finance, or Economics.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice, you will serve as a trusted partner to our clients. You’ll harness your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions. These not only address today's challenges but also lay the groundwork for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that encourages contributions beyond the scope of client delivery.What You'll Do: • Guide clients and teams along their analytics journey, which includes aligning with their strategic vision for analytics, crafting a practical roadmap of initiatives, and aiding our clients in implementing those initiatives, • Analyze and interpret trends or patterns in large and intricate data sets, • Suggest ways to streamline data preparation and blending to support analytics, • Contribute to the creation of forecasting and predictive analytics models, • Generate compelling insights through visual analytics, dashboards, and/or reporting, • Conduct interviews with clients to analyze current state/future state gaps and pinpoint root causes of challenges, • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues, • Cultivate new client relationships and deepen existing ones, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • 5+ years working with large data sets to generate insights and actionable recommendations., • Proficient in data tools such as Power BI, Databricks, SQL, Tableau, Alteryx, Python, Snowflake or Azure., • Expertise in the financial services sectors: investment banking, broker-dealers, custody, fund administration, and asset management., • Strong grasp of financial services ecosystems, covering trade and client lifecycle management, and the downstream impact on Risk, Finance, and Compliance functions, • 4+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Prior experience in professional services or a similar customer-focused, project-oriented environment, • Consistent success in building and developing strong client relationships, • Experience mentoring junior team members and assisting project teams in resolving complex and multi-faceted issues, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:, • Bachelor’s degree in business, Economics, Engineering, Information Systems, Mathematics, or similar discipline, • Willingness to travel based on client preferences

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will drive day-to-day delivery on capital markets transformation programs with a focus on OTC derivatives and securities financing transactions. You’ll lead discrete workstream execution from requirements and process design through testing/UAT and go-live while collaborating with stakeholders across the front, middle, and back office. You’ll apply strong domain knowledge, data/automation skills, and a pragmatic, hands-on approach to produce high-quality deliverables that move clients from strategy to execution. What You'll Do: • Workstream execution & delivery: Own day‑to‑day execution of assigned workstreams by managing milestones, dependencies, risks, and producing client-ready deliverables including BRDs/FRDs, operating model artifacts, process flows, and report specifications., • Front-to-back lifecycle analysis: Analyze and improve trade capture, lifecycle events, positions & P&L, valuation, confirmation, settlement, collateral, reconciliations, and reporting/data services across the trade lifecycle., • Capital markets domain coverage: Apply working knowledge of OTC derivatives while demonstrating familiarity with SFT (repo, securities lending, margin financing) and collateral mechanics, and support workflows for securitized equity derivatives and post‑trade processes., • Requirements, testing & UAT: Facilitate workshops to capture requirements, maintain traceability, create test plans, manage defects in JIRA, coordinate UAT, and validate system functionality against business needs., • Process improvement & automation: Map current and future state processes, design workflows and controls to improve efficiency and STP, and build or support automations using Power Automate, Alteryx, UiPath, and dashboards in Power BI., • Data & analytics: Perform data mapping, migration planning, and quality checks while using SQL/Python for profiling, analytics, reconciliation, prototyping, and contributing to KPI and dashboard development., • Governance & communications: Support project governance by maintaining RAID logs, status updates, decision logs, and steering materials while escalating risks and issues appropriately., • Stakeholder engagement & change: Support stakeholder engagement and change activities by contributing to training, SOPs, communications, adoption activities, and validating outcomes with clients., • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • Experience: 3-6 years in management consulting and/or capital markets operations/technology roles, with a track record delivering front-to-back change (requirements → testing/UAT → implementation)., • Product & lifecycle knowledge: Familiarity with equities, fixed income, derivatives, FX, commodities; working knowledge of OTC derivatives across major asset classes., • Systems & tools: Understanding of front-to-back trade flows and typical platforms/processes across Risk, Finance, Compliance. Familiarity with vendor systems (e.g., Murex, Calypso/Adenza, Bloomberg) is a plus. Hands-on with JIRA/Confluence, Visio, Power BI; comfort with Power Automate/Alteryx/UiPath for automation., • Data & engineering literacy: Practical experience with SQL/Python for data analysis, validation, and visualization; understanding of data mapping/migration and basic modeling concepts., • Execution & methods: Strong capabilities in process design/mapping, requirements management, testing & UAT, status/issue management, and structured problem solving. Working knowledge of agile (scrum/kanban), project governance, and RAID discipline., • Mindset & behavior: Energetic self-starter able to navigate ambiguity, manage details, and meet deadlines with high-quality outputs. Systems thinking with sharp analytical, written, and verbal communication skills; comfortable presenting to managers and business users., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job Description The Position Our US office has established itself as a recognized specialist in finance and treasury management and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition to further grow in finance/treasury, and also to contribute to the development of the US and wider global team. You will have a strong core corporate finance/treasury background and experience in consulting. You will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow as a consultant. Candidates with more experience may be considered for a more senior position. Key Responsibilities: This is an excellent opportunity to make your mark at Zanders by joining a small, ambitious, growing team. Your role will include: * Providing strategic advice to clients on corporate finance solutions, focusing on optimizing balance sheets and ensuring access to capital and funding to support business growth and strategic objectives. * Leading finance projects within the "Office of the CFO", engaging with client executive teams to drive strategic initiatives such as financial planning, debt management, liquidity management, merger & acquisition and business finance activities. * Analysing companies from a financial, operational and industry perspective to identify gaps and improvement opportunities * Constructing financial models to help clients assess growth strategies, capital structure decisions and transaction alternatives * Preparing C-suite and Board level presentations to help drive strategic decisions * Identifying new business/project opportunities both locally and internationally. Playing a part in commercial activities such as presentations, RFP’s, events and networking * Proactively researching market/product developments and actively seeking out treasury advancements * Participating in and coordinating internal and external knowledge delegation sessions, such as treasury/finance boot camps, client roundtable meetings, guest lecture events and internal trainings * Ensuring project deliverables of the team to the client are submitted on a timely basis * Being a career coach and mentor to a small team you manage Skills to be successful: * 7-12 years’ experience in Corporate Finance or Treasury, especially liquidity planning, cash forecasting, capital planning, working capital, and market risk management (especially IR & FX) * At least 3 years of consulting experience * Experience managing and mentoring teams * Relevant professional qualifications including a Bachelors * Already holding or ambition to carry out further education such as the CTP, CPA or CFA * Knowledge of core treasury systems and ERPs are a plus. Systems include Anaplan, Alteryx, Bloomberg, Kyriba, SAP, GTreasury, FIS * Strong presentation skills and content creation abilities * Willingness to travel 30% or more on occasion * Able to work a full business day and effectively contribute in a hybrid environment – home, office, and client * Team player who takes accountability and is keen to learn and grow * Residing and legally authorized to work in the US We offer: We offer an entrepreneurial culture, that values personal development, with ample room for new initiatives. You will work in an international environment, that fosters career advancement with enthusiastic and helpful colleagues. * The opportunity to become an expert in your chosen field; build skills rapidly alongside diverse clients and * A hybrid work environment, that promotes a healthy work-life balance, plus a laptop and mobile phone * Allowance to set up your home office in an ergonomically responsible way * Participation in the Zanders bonus scheme * Healthcare and 401k * 30 days PTO * Annual Zanders' trip to a (surprise) location in Europe * Overall, a truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology *A fully-remote working arrangement for this role is possible, but candidates based in the New York/New Jersey area who are able to work on a hybrid arrangement have our preference. About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process. By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job Description Reporting to the Director of Program Management, the Product Manager – Business Services will join a team of high performing and collaborative professionals, working closely together on the development and execution of Brookfield Renewable’s growth strategies in North America. The Product Manager role will be responsible for identifying and supporting of a variety of process improvements and revenue enhancement initiatives with business groups. They will need to work with teams across internal business units to diligence opportunities, develop business cases and complete projects in parallel to ensuring that the value drivers in the business cases are realized. The Product Manager has accountability for identifying ways to drive additional value from the platforms which includes strategy development and the implementation of the solution and support model. This position will work closely with internal customers and external vendors to ensure the platforms are satisfying the business’ needs; this could include day-to-day support, developing and managing product roadmaps and enhancements, and managing third party providers relevant to products in scope. Responsibilities: • Own the lifecycle of assigned business applications (Salesforce, Sirion Labs), ensuring product health, vendor management, and stakeholder satisfaction., • Provide a supporting role for Workday by partnering with business stakeholders to identify improvement opportunities and coordinate with the application owner for delivery., • Adapt to evolving priorities, taking on new responsibilities as business needs shift., • Identify opportunities for optimization and innovation, driving cost savings, efficiency, and business transformation., • Partner with business and IT stakeholders to define requirements, outcomes, and ensure technology supports current and future digital transformation initiatives., • Work with leadership to prioritize initiatives and develop business cases to justify projects., • Lead multiple projects in parallel, managing scope, schedule, and budget while ensuring business outcomes are achieved., • Must be self-driven and lead through influence with the ability to simplify complex problems, advocate for solutions, and speak their opinion., • Promote the adoption of AI tools across the organization by promoting awareness, engagement, and practical usage., • University degree in Business Administration, Computer Science, or Engineering, • Experience leading medium to large projects, possessing a well-rounded technical background., • Experience with Salesforce (CRM), Sirion (CLM), Workday (HRIS) or similar enterprise solutions is preferred., • Experience with AWS tools, Databricks, Power BI, Alteryx, and Tableau is a plus., • Experience or certification in Lean Six Sigma, Agile, or PMP is a plus., • Excellent interpersonal, organizational, written, and oral communication and presentation skills, with proven experience writing and delivering presentations Our origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.Brookfield is a leading global investment firm with over $1 trillion of assets under management. We invest on behalf of institutions and individuals around the world with the goal of helping them to create long-term, sustainable wealth.\r\n\r\nOur origin as owner/operators of high-quality businesses allows us to leverage our unique operational expertise to grow the businesses we own on behalf of our clients. We put our own capital to work alongside our partners’ in nearly every transaction, ensuring strong alignment of interests.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will lead workstreams and manage day-to-day delivery across capital markets transformation programs. You’ll partner with client stakeholders to analyze processes and data, design target-state solutions, manage testing/UAT, and implement automations—particularly in OTC derivatives and SFT—while coaching junior team members.What You'll Do: • Workstream leadership: Plan and run workstreams across operating model, process, data, and technology; manage scope, milestones, RAID, and cross-team coordination; conduct scrum for development/defect management., • Lifecycle optimization: Analyze and improve trade capture, lifecycle, positions/P&L, valuation, confirmation, settlement, collateral, asset servicing, reconciliations, and reporting/data services., • Domain coverage: Apply working knowledge across OTC derivatives, SFT (repo, securities lending, margin financing) and collateral mechanics., • Requirements & specs: Conduct workshops, produce BRDs/FRDs, process flows (Visio or similar), and report specifications (data fields, sources, formulas/algorithms)., • Testing & UAT: Create system test plans, manage execution using JIRA (or equivalent), coordinate UAT with business users, and ensure functionality meets requirements., • Process & automation: Design and implement process improvements and automation leveraging Power Automate, Alteryx, Power BI, UiPath; deliver dashboards and operational insights., • Data work: Support data mapping, migration, controls, and visualization/analytics; use SQL/Python for profiling, analysis, and prototypes where applicable., • Stakeholder engagement: Maintain relationships across Business Management, Sales/Trading, Risk, Legal, Technology & Operations, Compliance, Client Services; support change management and training activities., • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processesWhat You'll Bring:, • Experience: 5+ years in management consulting and/or capital markets operations/technology roles with track record in transformation delivery., • Product knowledge: In-depth understanding of equities, fixed income, derivatives, FX, alternative assets., • Lifecycle & systems: Understanding of front-to-back trade flows and typical systems/processes across Risk, Finance, and Compliance; familiarity with platforms like Murex, Calypso/Adenza, Bloomberg, MarkitSERV/DTCC, Acadia a plus., • Execution skills: Strong background in process design/mapping, workflow development, UAT, system configuration/testing, status monitoring, and issue resolution., • Data & tools: Experience with SQL/Python for analysis and Power BI for visualization; comfort with automation (Power Automate, Alteryx, UiPath)., • Program methods: Working knowledge of governance, RAID, agile ceremonies, and project economics; ability to identify risks, manage expectations, and deliver to plan., • Mindset: Energetic self-starter with strong problem-solving and systems thinking; validates outcomes with clients, shares alternative perspectives, and acts on feedback., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standardsQualifications:

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Accounting Advisory practice, you will serve as a trusted partner to our clientsacross a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. Our work spans both public and private companies, with significant exposure to Private Equity–backed portfolio companies. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and contribute to business development initiatives.What You'll Do: • General Accounting Close Support, • Aid clients in developing a streamlined monthly close process, • Assist with cash-to-accrual conversions and the creation of supporting schedules, • Validate the existence of assets and prepare associated roll forwards, • Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.), • Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies, • Help prepare budgets or forecasts and develop reports for management or regulatory bodies, • Guide the implementation of cloud-based finance and accounting systems, • Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings, • Guide companies through efficient external audit processes, • Financial Reporting Support, • Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings, • Improve financial planning and analysis (budgeting, forecasting, data analysis), • Review of monthly internal financial reporting packs, • Review of monthly regulatory reporting, • Operations Support, • Liaise with business units outside of accounting to integrate business operations, • Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data driven decision making, • Partner with IT teams to integrate financial systems during acquisitions, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.What You'll Bring:, • 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies, supported by a strong foundation in professional services (public accounting, advisory firm, or management consulting firm) and 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare, or a broad B2B industry exposure preferred), • Hands-on experience to various ERP systems and tools such as: NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, • Ability to leverage AI and automation to optimize accounting processes, enhance reporting accuracy, and drive operational efficiency, • Proven ability to build strong client relationships, • Demonstrated success in mentoring and leading teams, helping project teams resolve multi-faceted issues, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.Qualifications:, • Bachelor’s degree in in Accounting, Finance, or related field, • CPA or CA certification preferred Travel:, • Willingness to travel domestically up to 40% (With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts.")

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (Action Fund) seek a dynamic and innovative Vice President, Data Strategy, Analytics and Insights. This job reports to the Chief Operating Officer in the Operations Org Unit.Purpose: • The Vice President, Data Strategy, Analytics and Insights, leads a unified, enterprise-wide data strategy for the National Office, grounded in health equity, trust, and collaboration. The work is done in partnership with the Vice President of Technology Strategy and CIO organization, ensuring strong standards for data quality, privacy, security, compliance, and ethical use, and that data governance and accessibility are embedded into scalable data and AI solutions that support transformative business decision-making., • The Vice President also collaborates on the selection and adoption of tools for descriptive, predictive, and prescriptive analytics, and for data visualization. As a senior organizational leader, the Vice President champions the responsible use of data, analytics, and ensures that data is treated as a strategic asset—dramatically expanding access to high-quality data, actionable insights, and compelling storytelling to drive decision-making, policy development, and organizational impact.Engagement:, • The Vice President leads the development and execution of a multi-year data and analytics roadmap that expands, deepens, and integrates Planned Parenthood’s use of internal and external data. This roadmap balances near-term impact with long-term capability building and ensures the ethical, equitable, and compliant use of data across the enterprise. Leading a distributed, multidisciplinary team spanning advanced analytics, reporting, data science, and insights, the Vice President sets clear strategic direction and fosters a culture focused on turning data into action. Through deep partnership across the National Office and Federation, the Vice President is a trusted advisor to senior leaders—aligning analytic priorities to business needs, challenging assumptions, and elevating the role of data in strategic and operational decision-making., • Influence and challenge stakeholders across the Federation—including affiliate executives, PPFA executives, and department leaders—to actively use insights and shape the data strategy, • Maintain a strong executive presence through clear, persuasive presentations and written deliverables (e.g., reports, analyses, and decks), • Take ownership of high-priority, enterprise-level data questions and strategic analyses, • Excel at cross-functional collaboration, translating diverse business needs into analytic solutions, • Represent Planned Parenthood in external forums, professional conferences, and advisory groups, • Build and sustain internal and external partnerships that advance the organization’s analytic capabilities and mission, • Lead, develop, and inspire a high-performing analytics and insights team while contributing thought leadership to broader organizational strategyDelivery:, • Establish, communicate, and execute a new, clear vision and actionable roadmap for enterprise reporting, analytics, and data-driven storytelling, • Expand the impact of PPFA data by developing intuitive dashboards and accessible analytic products that support decision-making, • Develop and integrate AI and machine learning to improve the efficiency and accuracy of data processing and insight generation, • Serve as a strategic advisor to senior leaders by assessing data readiness, identifying applications for l data, and informing program priorities, • Evaluate program performance and drive continuous improvement through rigorous analytic reasoning, • Oversee and evolve the organization’s reporting and insights portfolio to ensure relevance, timeliness, and impact, • Partner with IT and data engineering teams to maintain a secure, scalable, and efficient data infrastructure, • Set enterprise standards and strategic direction for analytics and insights; guide staff, affiliates, consultants, and partners to ensure alignment with Federation goals, • Perform other duties as assignedKnowledge, Skills and Abilities (KSAs):, • Bachelor’s degree required; Master’s degree or higher preferred in a field relevant to data strategy, healthcare, public health, or analytics, • Minimum of 15 years of progressive experience in data strategy, analytics, reporting, healthcare analysis, business intelligence, or related fields, • Minimum of 5 years senior leadership experience managing seasoned analytics and data professionals in a distributed or remote environment, • Demonstrated expertise in impact measurement, decision support, and data storytelling for executive audiences, • Strong understanding of integrated data ecosystems (e.g., data warehouses/lakes) and analytic tools (e.g., Tableau, R, Alteryx, Esri), • Knowledge of data governance principles; experience with metadata management tools (e.g., Collibra) preferred, • Proven experience using data to advance health equity, including disaggregated analyses and community-centered insights, • Consensus-driven, influential leader who communicates complex ideas through clear and compelling narratives, • Exceptional written and verbal communication skills, with demonstrated experience delivering information in multiple modalities and engaging diverse audiences, including executive and board-levels, • Ability to manage multiple priorities in a complex, fast-moving environment, • Intellectual curiosity and commitment to staying current with analytics, AI, and healthcare technology trends, • Demonstrated succession building trusted relationships across a federated organization and with external partners, • High degree of independence, flexibility, initiative, and accountability

Job Description Job Summary The Operations Support role within Capital Markets, Core Processing & Risk (CMCPR) provides essential operational support to the Capital Markets business at Client Wealth Management. CMCPR manages both Change the Bank and Run the Bank programs, collaborating with Operations, IT, and Business stakeholders to deliver technology and operational process improvements. Team members are expected to take leadership roles in programs and be accountable for delivering first-class solutions. The Settlement Team plays a critical role in managing the day-to-day support of the trade lifecycle, including trade settlement across multiple asset classes and trade matching platforms. This role requires extensive interaction with financial advisors, branch management, compliance, risk teams, trading desks, market centers, and counterparties. Key Responsibilities • Manage daily support of trade lifecycle and settlement across asset classes, • Act as liaison between field advisors, branch management, compliance, risk teams, and trading desks, • Collaborate with stakeholders to analyze, define, and deliver operational and technology processes, • Resolve conflicting events and issues that arise during the trading day, • Support change control initiatives within CMCPR, ensuring alignment with business and operational goals, • Bachelor’s degree, • Minimum 2 years of financial services industry experience, • General knowledge of financial markets and investment products, specifically trade settlements (DTCC, Fed, Government), • Strong written and verbal communication skills, • High attention to detail and accuracy, • Ability to adapt in a fast-paced environment with focus on innovation and flexibility, • Efficient time management and prioritization skills, • Team player with ability to work independently when required, • Strong reasoning and problem-solving skills, • Ownership mindset with accountability for outcomes, • Analytical thinking and problem-solving, • Strong communication and stakeholder engagement, • Ability to manage multiple priorities under pressure, • Flexibility and adaptability in dynamic environments, • Commitment to delivering high-quality operational support Education: Bachelors Degree Company DescriptionCompunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice. We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

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