Bank jobs in United States - Page 19

Job DescriptionManhattan, New York Salary range: $80,000 - $100,000 The Financial Intelligence Unit (FIU) is a subunit team within Apple Bank’s (the Bank) AFC Department and is a second line function that acts as a primary subject matter expert (SME) concerning transaction monitoring, suspicious activity detection and reporting used to support BSA/AML and Sanctions compliance across the Bank. The Financial Intelligence Unit Analyst is a member of the FIU and is responsible for the daily operations within the AFC subunit. Specifically, the Financial Intelligence Unit Analyst will assist in the initial phase of the Bank’s case management system and support the alert review and case investigations processes in monitoring for and identifying potentially suspicious activity. The individual will conduct an investigation of customer account activity and, when necessary, prepare a Suspicious Activity Report (SAR). ESSENTIAL DUTIES & RESPONSIBILITIES The Financial Intelligence Unit Analyst will: • Perform the review of assigned BSA/AML transaction monitoring system alerts and cases., • Complete comprehensive reviews of customer activity to identify potential financial crime risks., • Conduct internet and other research concerning the customers and counterparties involved with transactions, as appropriate., • Review complex and multi-tiered relationships to determine if account activity is suspicious and requires the filing of a SAR., • Write a comprehensive analysis of the account activity to support the disposition to close/escalate an alert, close/escalate a case, and file a SAR when required while meeting Management-defined productivity and quality control requirements., • Thoroughly document alert and case investigations, including supporting data, research, analysis and rationale for the recommendation within the case management system in a timely manner and in compliance with regulatory guidelines and AFC procedures., • Provide recommendations for off-boarding customers who pose a heightened risk to the Bank as directed by the Head of Financial Intelligence Unit., • Prepare summaries of customers with multiple SARs and high-risk investigation cases for the Head of Financial Intelligence Unit, BSA Officer, and SAR Sub-Committee, as needed., • Maintain a high degree of relevant knowledge with respect to BSA/AML laws and regulations which includes monitoring new and proposed BSA/AML-related legislation, regulatory requirements, key enforcement actions, key trends, and emerging issues, as directed by the Head of Financial Intelligence Unit. ADDITIONAL DUTIES & RESPONSIBILITIES The Financial Intelligence Unit Analyst will also: • Apply independent judgment in the identification and escalation of key financial crime risks., • Display a high level of professional aptitude and standards., • Recommend improvements to process in areas of efficiency, control, and work product., • Participate in committee meetings, as necessary., • Perform ad hoc and project support, as required. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree required., • Minimum 1 year of experience in banking compliance, with a strong emphasis on BSA/AML regulations and requirements., • Minimum 1 year of experience in alert reviews and case investigations., • Minimum 1 year of experience in SAR preparation and filing., • Excellent verbal, written, and interpersonal communication skills., • Excellent research and time management skills with strong focus on attention to detail., • The ability to work effectively in a team-fostered, multi-tasking environment., • Professional certification (i.e., CAMS) helpful. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Title of Position: Job Development Specialist, Supportive Housing FLSA Status: Non-Exempt Department: Program Services Reports to: Program Director Salary: $25.22/ Hr Positions Reporting to the Position: None Purpose of the Position The Job Development Specialist of Supportive Housing is responsible for the successful integration of assessing clients’ job readiness and job development as well as supporting the employment/educational goals of each client to ensure compliance with Win’s and other agency contractual requirements. Responsibilities: • Commit to using evidence-based practices (EBP); Motivational Interviewing (MI), Trauma-Informed Care (TIC), critical time intervention, and boundary setting, to help clients achieve their goals., • Conduct outreach to educate clients on the benefits of the program and to determine their educational and employment goals., • Conduct standardized assessments on clients to determine their “work readiness” level., • Provide referrals to local job placement resources and job training/placement sources to clients who are job ready., • Work with local employers to create a “job bank” of positions which can be filled by program participants., • Provide ongoing support to program participants who are employed., • Hold semi-annual job fairs to introduce program participants to local employment opportunities., • Consult with case manager on a regular basis to track progress of clients in the program., • Facilitate and organize employment and education-related workshops for clients to attend., • Maintain participant activity records, collect, and assist in analysis of program data., • Attend program and agency staff meetings, case conferences, supervisory and in-service training sessions., • Assist clients with enrollment into ESL, GED/post-secondary education programs., • Other duties and responsibilities identified by the supervisor. Essential Functions: • Ability to coach clients in job search and interview skills, local employment market, community resources, and organizations., • Ability to develop relationships with external stakeholders., • Ability work independently with minimal supervision, managing multiple projects and deadlines., • Ability to communicate effectively both verbally and in writing., • Ability to ascend/descend stairs in the assigned building., • Bachelor’s degree in social services or related field required., • Prior experience in job development required. Two (2) years of successful practical experience in job placement and career coaching with adults preferred., • Prior experience in training or delivering services to at risk populations required., • Experience in leading group activities and developing group curriculum., • Excellent organizational, written, and verbal communication skills., • Ability to work effectively in a team environment., • Computer skills and knowledge of AWARDS a plus., • Knowledge of homelessness and issues surrounding experiencing homelessness preferred., • Bilingual – English/Spanish a plus. Core Competencies: • Leadership: Sets an example by following Win policies and procedures. Acts with a high degree of professionalism and has a good work ethic., • Facilitating Change: Delivers high quality results consistently., • Managing Performance: Interacts respectfully with clients and co-workers., • Applying and Developing Expertise: Works with the manager to develop and meet challenging but achievable goals. Understands consequences., • Communicating and Collaborating: Values the full spectrum of diversity and inclusion. Keeps the supervisor informed about progress and problems; avoids surprises. Win is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law

Job Description Position: Accounting Assistant Qualification Requirements: . Have knowledge of accounts receivable, banking, auditing, and invoicing functions Payroll processing on a timely manner Ensuring that all cash/check payments are deposited Maintaining worksheet for the segregation of daily revenue and payments Sending Direct Bill invoice Checking all credit references for all new account applicants Reconciling credit card transmittals Daily Bank Reconciliation Recording daily fees for American Express and PayPal transactions Monthly Invoice for processing

Job DescriptionWe are looking for a detail-oriented Project Accountant to join our team in New York, New York. This role is ideal for someone with experience in project accounting within the construction industry who thrives in a collaborative environment. The successful candidate will oversee financial processes, ensure accurate reporting, and work closely with project managers to maintain budget alignment. Responsibilities: • Oversee and manage project accounting duties, including tracking costs and allocating expenses., • Process accounts payable and ensure accurate job cost tracking., • Collaborate with project managers to monitor expenditures and ensure budget compliance., • Handle vendor communications, including invoice management and payment processing., • Prepare and review expense allocations to ensure accuracy and adherence to guidelines., • Conduct account reconciliations and maintain the general ledger., • Manage cash flow reporting and forecasts to support financial planning., • Perform AIA billing and ensure compliance with industry standards., • Utilize advanced Excel skills to analyze data and generate financial reports.• Minimum of 2 years of experience in project accounting, preferably within the construction industry., • Proficiency in month-end close processes and general ledger management., • Strong knowledge of journal entries and account reconciliation., • Experience with bank reconciliations and cash flow reporting., • Familiarity with AIA billing and related documentation., • Advanced skills in Microsoft Excel for data analysis and financial reporting., • Ability to collaborate effectively with project managers and vendors., • Detail-oriented with strong organizational and problem-solving skills.

Job Description Job Title: Controller Location: NYC (Hybrid 2-5 days/week in office) Reports To: CEO Compensation: $140K–$170K base + performance bonus We are a rapidly growing dental support organization (DSO) that will have over 25 practices and exceed $60MM in annual revenue by year-end. We're building a centralized, systems-driven dental services platform and our 24-month goal is $100MM+ with clean, auditable financials and tight operational execution. We’re seeking a Controller who can take full ownership of our accounting infrastructure from multi-entity accrual-based accounting to cash forecasting, GL integrity, Sage Intacct implementation, and board-ready reporting. This role is about execution, accuracy, and autonomy. You will not inherit a clean system. You will build one. The CEO has a finance background and personally uncovered significant errors made by prior CPA credentialed, Controller-tenured hires. We’re looking for someone who doesn’t need their work checked and who takes pride in getting it right the first time. We need someone who can run a clean, institutional-grade process from GL and cash control through board-ready reporting with help from an experienced offshore team and strong internal support on operations and analytics. Key Responsibilities Close & Accounting Infrastructure • Own and execute the full month-end close, • Manage GL integrity, reconciliations, accruals, and journal entries, • Document and enforce a 5 day close process with zero tolerance for sloppiness, • Oversee cash movement and intercompany activity, • Maintain accrual-based revenue workflows and ensure clean categorization, • Build and manage a 13-week rolling cash forecast, • Generate reporting from Sage Intacct, • Maintain the chart of accounts and GL mapping logic, • Produce internal and board-level financials with full supporting schedules, • Own internal controls around payments, payroll, write-offs, capitalization, etc., • Interface with external CPAs on tax prep and filings, • Formalize accounting policies and ensure consistent GAAP application, • 5+ years of accounting experience, ideally in multi-entity or services-based environments., • Proven ability to own the close process and deliver clean, audit-ready financials., • Strong proficiency in Sage Intacct, Excel, Bill.com., • Experience managing or directing offshore accounting teams., • Ability to work independently with precision, structure, and accountability., • Experience supporting acquisitions and financial due diligence., • Ability to design and refine accounting processes from first principles, with a clear understanding of system interdependencies and downstream impacts., • Experience implementing or optimizing ERP workflows., • We do not view “DSO experience” as a positive., • We’ve seen the typical DSO controller profile and found it lacking in process rigor, ownership mentality, and technical capability. This is a role for a builder — someone who wants to run clean books, own outcomes, and operate at a higher standard.

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The Fraud Investigator is responsible for continuously working towards preventing and mitigating losses to ensure the highest level of loss avoidance and reduction. Act independently with great latitude and is a primary liaison for the department with other channels/departments relating to internal needs/assistance. Work with the VP, Financial Crimes & Intelligence and Risk Management Team to improve investigations, analyses and identifying control and procedural issues. Responsibilities: Specific duties include, but are not limited to, the following: • Perform investigations of known and suspected internal and external criminal activities, with primary focus on civil and criminal violations of law relating to financial crimes that include, but are not limited to: Bank Fraud, Check Fraud, Counterfeits, Alterations, Forged Endorsement, Forged Maker, Kitting, New Account Fraud, Loan Fraud, Identity Theft, Returned Deposited Items, ACH Fraud, Wire Fraud, ATM Fraud, ATM Skimming, Jackpotting, Unjust Enrichments, and Other Losses, • Perform investigative practices (conduct interviews, compile documentation and evidence, maintain extensive notes in the Case Management System (CMS), develop initial and ongoing investigative reports in the CMS), complete accurate and timely Suspicious Activity Reports (SARs), and refer investigations to appropriate level law enforcement agency (locally, state, federal) for assistance and prosecution, • Contact members and/or branch personnel regarding fraud claims, • Research, evaluate and identify control deficiencies/violations that contribute to the fraud, and make recommendations to enhance controls, • Ensure quality, uniformity and compliance with regulations throughout the MCU footprint and adhere to standard operating procedures for the Financial Crimes & Intelligence, • Work collaboratively with other departments to recommend solutions that impact performance, risk, losses and threats to the organization, • Serve as a liaison with local, state and federal authorities, • Travel as required, • Perform other related duties as requested and special projects as assigned Requirements: • Bachelor or Associate degree in Criminal Justice, Business, or Accounting, related field or work experience required or a combination of both, • Minimum of 3 years of financial crimes investigation experience in the private or public sector, • Omni- channel experience to include but not limited to ACH, Wire, Check Fraud, Identity Theft, etc., • Industry recognized certifications, (I.e. - CFE, is a plus but not required), • Knowledge and understanding of Federal/State/Local criminal statutes, bank regulatory, and compliance, • Flexible hours as required, • The ability to maintain confidential information, • Proven initiative to be a self-starter and proactive approach, • Professional appearance demeanor, • Must be able to demonstrate a team mentality, • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail, • Technologically proficient, • Proficiency in Verafin Monitoring/Case Management (preferred) MCU Values and Expected Competencies: Results: • We take personal responsibility and hold ourselves accountable for the results What we can offer you: Competitive compensation, medical and dental benefits. 401K with employer match Flexible paid time off. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionThis is not a remote position. The SBA Lending Officer is responsible for generating new loan opportunities, with a focus on outbound sales by prospecting new clients, developing, and deepening existing relationships and leveraging relationships with centers for influence in the community to grow the bank's loan and deposit portfolio. Salary commensurate with experience $125,000-$150,000 Essential Job Function: • Portfolio growth and management - Use their credit expertise to evaluate loan opportunities with sound credit judgement, building and maintaining a portfolio of high-quality, profitable relationships consistent with the Banks strategic and Financial objectives., • New Business Development of SBA commercial Loan Portfolio - Responsible for bringing deals through the approval and closing process working with the appropriate internal teams (loan operation, credit and underwriting, portfolio management., • SBA Program Expertise - Candidate must posses a book of business with an existing broker network, have exceptional organizational and follow-through skills and perform a variety of duties to process SBA loans from application to closing., • Compliance - oversee loan documentation preparation, quality control and due diligence to ensure that all loan operation functions follow bank policies, procedures and meet Federal and State regulatory standards.Required Education, Knowledge, skills and abilities:, • Minimum of 5 years of commercial lending experience, • Extensive working knowledge of SBA lending policies and procedures., • Evidence of business development success, • Ability to analyze and understand financial statements of various business types as well as personal financial statements and tax returns, • Strong attention to detail, problem solving skills, and ability to prioritize work to execute tasks in a fast paced, deadline driven environment, • Exceptional communication skills, both written and verbal, that can de demonstrated with business partners. 1o4dblMkJA

Job Description The School of American Ballet (SAB) seeks a Payroll, Benefits and Accounting Associate to lead payroll and benefits processing and provide support for general accounting functions within our finance department. This position plays a key role in ensuring employees are paid accurately and on time, benefits are administered efficiently, and compliance is maintained with all applicable laws and regulations. The ideal candidate will be the primary point of contact for all payroll and benefits-related matters, resolving employee inquiries, and supporting the annual benefits renewal process. In addition to managing payroll and benefits, the role will assist the finance team with various accounting tasks such as reconciliations, journal entries, and other functions as needed. This is an excellent opportunity for someone who enjoys working in a collaborative office environment, has a strong understanding of payroll systems, and is comfortable assisting with various accounting processes to support the finance department's overall success. This position reports to the Director of Finance. Key Responsibilities: Payroll & Benefits Duties: • Process bi-weekly payroll for all employees., • Ensure compliance with federal, state, and local payroll, wage, and hour laws., • Maintain employee payroll records and respond to payroll-related inquiries., • Administer employee benefits programs, including health insurance, retirement plans, and leave policies., • Handle employee onboarding and offboarding with regard to payroll and benefits enrollment and termination., • Assist with open enrollment and administer employee benefits (retirement, health, dental)., • Ensure the accuracy and confidentiality of employee files., • Manage all employee leaves, including FMLA, STD, PFL, and workers’ compensation., • Input and maintain accurate payroll and benefits data in ADP., • Update and maintain the employee handbooks as needed or on an annual basis., • Perform other duties as assigned by the Director of Finance. Accounting Duties: • Maintain general ledger and prepare monthly, quarterly, and annual financial statements., • Reconcile bank statements, credit card transactions, and other financial accounts., • Prepare journal entries, accruals, and adjustments as needed., • Assist with budget preparation, forecasting, and financial analysis., • Coordinate with external auditors and prepare documentation for audits and Form 990., • Reconcile and prepare all benefits schedules and invoices for payment., • Assist in reconciling investment accounts and maintaining records., • Prepare fixed asset schedule and maintain records., • Assist in accounts payable and receivable processes as needed., • Perform additional tasks as assigned by the Director of Finance. Requirements • Bachelor’s degree in accounting., • 5+ years of relevant experience in accounting and payroll/benefits administration., • Proficiency in accounting software, Blackbaud, and payroll ADP., • Solid understanding of payroll tax regulations and benefits compliance., • Strong analytical, organizational, and communication skills. SAB offers a superior benefit package, including full health benefits, four weeks of vacation (plus two holiday weeks in December), and generous retirement savings benefits. The School of American Ballet is an Equal Opportunity Employer. Diverse candidates are encouraged to apply. The annual salary range for this position is $65,000-75,000.

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description: IDB Bank is looking for a Credit Risk and Portfolio Analyst with a passion for problem-solving and excellent attention to detail. The successful candidate will help turn raw data into information, information into insights and insights into business decisions. The candidate will work with multiple data sets, evaluate and control data, produce accurate, timely, and rigorous reports that inform management and regulators about the evolution of the credit risk portfolio and highlight emerging risks. This is a junior to mid-level role, offering opportunities to develop technical expertise in risk reporting and analytics, deepen credit risk knowledge, and gain exposure to senior stakeholders across the bank. What you will do • Design, build and maintain standardized and ad-hoc credit risk reporting on portfolio performance, risk concentrations, limits, and emerging credit risk trends. Employ automation and best practices for the production of key risk metrics and portfolio analytics., • Monitor credit portfolio evolution and identify early-warning signals, emerging risks and material shifts in credit exposure., • Ensure accuracy, consistency, completeness and transparency in credit risk data analysis and reporting methodologies., • Contribute to the enhancement of reporting processes, tools, and templates to improve efficiency, support effective risk management and on-going risk monitoring., • Manage ad-hoc requests from senior management, regulators, the Board of Directors, internal parties and external auditors to ensure timely and accurate responses., • Contribute to regulatory reporting, including the loan loss reserve process., • Actively collaborate with other functional areas of the bank including lines of business, Middle Office, Finance, Loan Operations and Technology to share ideas, gather information and complete deliverables as needed., • Liaise with other groups within the firm on cross-functional projects.Qualifications Ideal candidate should have the following qualifications to succeed in this role: • Bachelor’s degree in Finance, Economics, Statistics, Data Analytics or related field., • 3 - 5 years of hands-on experience in credit risk analytics, portfolio management, or related banking/ financial services role., • Technical skills: Python (coding and libraries), Power BI, Excel (Advanced), SQL, Database concepts, MS Office suite of apps., • Good knowledge of credit risk concepts, including exposure metrics, concentrations, and portfolio monitoring., • Can do attitude and ability to manage deliverables using disparate data sources and handle both automated and manual processes within the context of a high growth evolving financial institution., • Relationship builder, inquisitive, avid learner with analytical mindset, always looking to make things better., • Team player with strong ownership of assigned reporting deliverables and quality assurance within designated timeframes sometimes against competing priorities., • Proactive approach to improve the overall credit risk analytics processes and portfolio intelligence., • Excellent writing and presentation skills and ability to articulate credit risk data inputs and key takeaways to senior stakeholders including senior management and external parties including regulators. Additional Information Compensation: The expected annual salary for this position is between $110,000-130,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement Responsibilities include: • Prepare financial action plans by reviewing upcoming patients and identifying financial needs; share updates at daily huddles, • Verify patient dental benefits, research coverage, and prepare accurate treatment estimates, • Explain treatment costs, insurance coverage, and payment options in a clear and compassionate way, • Obtain signed financial agreements, establish and track payment plans, and monitor patient compliance, • Submit daily insurance claims with correct providers, narratives, and supporting documents to minimize rejections, • Follow up on outstanding claims, resolve denials, and correspond with insurance companies as needed, • Process daily deposits, reconcile reports (Dentrix deposit slip, credit card, cash/bank batches), and ensure accuracy, • Run and monitor reports including collections, broken appointments, unscheduled treatment, and AR, • Maintain accounts receivable within 30 days and achieve collection benchmarks, • Send requested documents (x-rays, charting, narratives, etc.) to insurance carriers for claim processing, • Educate patients on dental benefit terms, eligibility, limitations, and financial responsibilities, • Support internal accounting processes and contribute to practice profitability, • Assist with front desk and Patient Concierge duties when needed to ensure smooth operations Knowledge, Skills, and Abilities: • Knowledge of dental benefits, billing protocols, and ADA codes, • Strong math skills and attention to detail, • Excellent verbal communication with patients, team members, and insurance companies, • Relationship-building, influencing, and negotiation skills, • Ability to work independently and collaboratively in a team environment, • Proficiency with practice management software, MS Word, and Excel, • Creative problem-solving and organizational skills, • Understanding of scheduling and financial systems in a dental setting, • Dentrix software experience preferred, online bill pay, e-claims, MS Office Why Join Us? Youll play a vital role in creating a positive patient experience by making financial conversations stress-free and transparent. We are a supportive team that values professionalism, teamwork, and excellent patient care.

Job Description Position Summary: The Accounts Payable Associate is responsible for all accounts’ payable transactions, subject to overview by the Corporate Controller. A strong accounting background is required as this position is a critical component of the monthly closing process. The work is governed by general direction and established procedures. Accountabilities: • Reviews all invoices submitted in Concur for proper documentation then approves invoices for extraction to Accounts Payable system., • Processes check-run twice weekly and prepares manual check when necessary., • Maintains and updates the vendor listing as well as the Master Contractors’ File., • Works with the supervisor during the month-end closing and processes monthly accruals and amortizations. Works closely with various departments in gathering, organizing, and analyzing monthly accruals., • Monitors the daily bank transactions report generated by the Controller against any fraudulent charges in our bank accounts. Likewise, prepares the daily cash status for the Controller & Assistant Treasurer and helps monitor payment timing and cashflow control., • Enters wire and ACH payments. Works with bank representative to handle problems or issues as they arise., • Reconciles the Miscellaneous Bank Account and Transfer Account to General Ledger monthly., • Answers queries within and outside of the Department as well as from clientele., • Serves as back-up for Accounts Receivable when necessary and Payroll., • Works with Controller to analyze and resolve monthly variances, as well as other projects as they arise., • Prepares and updates payment schedule and sends to the Controller for approval., • Works closely with the Controller in providing support in working with the outside auditors during the various company audits., • Reconciliations for Singapore and Hong Kong Bank accounts, American Express charges, cash advances, bill to other company, various accounts receivable, deposit account, receivable/postage, hotel deposits and outstanding checks., • Importing invoice extracts to Solomon and posting same., • Amortization processing., • American Express monthly statement report to process in Concur., • 1099 reporting and vendor mailing, also sending necessary forms to the IRS., • Bachelor's degree in Business or Accounting or equivalent years of experience., • Knowledge of Excel, Outlook, and MS Word., • Working knowledge of Microsoft Solomon software or similar accounting software., • Self-starter with proven ability to identify issues, problem solve, multi-task and meet deadlines., • Excellent interpersonal and time management skills, • Strong communication skills are a necessity as this position interfaces with internal and external customers daily.

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description We are seeking a Senior Underwriter with a strong background in Middle Market lending to join our Credit Underwriting team. The ideal candidate will have expertise in underwriting apparel and related companies and experience in asset-based lending stracture. Experience with healthcare industry write-ups is a plus. This role requires strong analytical skills, the ability to multi-task, and the capability to work efficiently under tight deadlines while ensuring high-quality credit assessments. This is an excellent opportunity for a detail-oriented professional who enjoys working on complex transactions and collaborating with relationship managers, credit risk teams, and other stakeholders. Key Responsibilities Financial & Credit Analysis • Conduct comprehensive financial statement reviews and assess cash flow trends., • Develop detailed cash flow and sensitivity analyses to evaluate borrowers' financial health., • Structure credit facilities that align with risk parameters and client needs., • Lead underwriting efforts for middle-market companies, with a preference for apparel and related industries., • Participate in client meetings, assessing financing needs and structuring optimal credit solutions., • Identify key risks in transactions and develop thoughtful risk mitigation strategies., • Partner closely with relationship managers and credit risk teams to drive deal flow., • Contribute to process improvements and best practices within the team., • Assist with special projects as needed, supporting strategic initiatives. #LI-Hybrid Qualifications • Bachelor’s degree in Accounting, Business, Finance, Economics, or a related field., • 7+ years of experience in C&I underwriting, preferably with exposure to apparel and related industries., • Experience in asset-based lending (ABL) is a plus., • Strong understanding of C&I loan structures, credit facilities, and risk assessment., • Proficiency in financial statement analysis, cash flow modeling, and collateral evaluation., • Experience in assessing field exams, inventory, and intellectual property (IP) appraisals., • Familiarity with regulatory requirements and industry best practices., • Ability to multi-task and effectively prioritize in a fast-paced environment., • Detail-oriented with a strong commitment to producing high-quality work., • Strong analytical skills with the ability to assess complex financial data., • Effective communicator with the ability to work collaboratively across teams., • Ability to work under tight deadlines while maintaining accuracy., • Work on diverse and complex transactions with exposure to multiple industries., • Collaborate with experienced professionals in a dynamic and supportive environment. Compensation The expected annual base salary for this position is between $110,000 - $175,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. Due to COVID-19, we are now operating on a hybrid schedule. We value the safety of our employees because we’re all in this together. NO AGENCIES PLEASE. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates. Our global law firm client seeks a Tax Controversy attorney for their New Have, New York or Boston offices. The focus of this role will be representing clients in federal and state tax controversies. While most often this will involve voluntary disclosure cases (such as streamlined foreign offshore filings and IRS Criminal Investigation Voluntary Disclosure Practice submissions) and audits, this role can span the full spectrum of Tax Controversy, including, but not limited to, appeals, fast track mediation, amnesty filings, tax court, collections, and competent authority requests. Key Skills and Experience • Qualified lawyer (minimum 2 years of experience with either a law or CPA firm, no maximum);, • Strong research, drafting, analytical, and communication skills;, • Strong project management capabilities;, • Ability to manage multiple cases and filing deadlines;, • Demonstrable tax controversy experience, e.g., clerkship with Tax Court, prior work experience for or experience representing taxpayers before the Internal Revenue Service with a law or CPA firm (such as in an audit, voluntary disclosure or collections matter), or government agency in a civil or criminal tax capacity;, • International tax and reporting experience a plus (ex. FBARs, PFICs, CFCs, trusts, CTA, CRS, FATCA);, • Experience reviewing federal and state income tax returns, including international informational reporting forms, as well as associated documentation, e.g., bank and investment account statements;, • Ability to distill and summarize pertinent information, interpret tax laws, and help resolve clients tax issues related to their individual, entity, trusts & estates, domestic and international tax matters;, • Capability to prepare written responses to governmental authorities;, • Strong interpersonal and negotiation skills to build rapport with IRS agents and other governmental personnel to favorably settle client tax matters;, • Aptitude with Microsoft Excel and the ability to project tax, interest, and penalty assessments;, • Competent at producing Microsoft PowerPoint entity and flow charts;, • Comfortable with phone, video, and in-person contact with government officials and clients; and, • Strong academic credentials (JD required; LLM, CPA, MS Tax would be a plus), • Admitted in CT (or other state and willing to take/waive into the CT Bar)

Job Description Amalgamated Bank is looking for a Risk & Controls Data Analyst to enhance risk management oversight and execution within Business Units, Operations and Information Technology. Leverage understanding of risk frameworks and risk data to assist the business line to strengthen controls and mitigate operational risk as the bank continues to grow. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Facilitate risk assessment analysis, data collection, completion and updates., • Maintain and update risk and controls descriptions, key risk indicators (KRIs), assist in risk resolution, tracking, audit, regulatory, and self-identified issues., • Support and contribute to the development of adequate controls relevant to the Line of Business “LOB” including SOX, Risk & Control Self-Assessment (RCSA) controls, audit, and compliance adherence and capture recommendations for improvement. Assist in the implementation of the agreed upon recommendations., • Assist in the periodic self-testing of design and effectiveness of controls, capture recommendations for enhancement in alignment with business heads and senior management as appropriate., • Aid in the development and maintenance of process workflows for all critical processes within the LOB., • Steward partnerships with Business Heads to ensure data, policies and procedures are up to date., • Collaborate with Risk and Compliance to stay informed on relevant regulatory changes and/or changes in the law. Advise and assist implementation with LOB lead on relevant changes., • Assist with the preparation of management and committee materials as requested., • Support Business Continuity and Disaster Recovery planning for the LOB., • Provide analytical support and develop reports on LOB vendor related activities which include but are not limited to service level agreement (SLA) performance, and relevant entity controls within the LOB., • Support investigation and report material risk events to LOB lead., • Assist in collecting and analyzing data on new product/process rollout, advising on control adequacy and identifying key trends and areas for improvement., • Aid LOB during Audit and Exams., • Partner with the Enterprise Risk Management team for support and to obtain guidance to facilitate oversight and execution of risk management activities including Third-Party Risk Management, Model Risk management, and Business Continuity related tasks for coordination and oversight., • Perform other duties as needed. Knowledge, Skills and Experience Requirements: • Bachelor’s degree or equivalent experience., • Minimum 5-7 years of experience within an operations environment, preferably in a risk or control-oriented banking environment., • Good understanding of operational controls and risk management techniques., • Analytical and problem-solving skills required to interpret data., • Ability to assess situations, competing needs, requirements and solve problems independently within aggressive time constraints, seeking guidance and approval where required., • Ability to produce quality deliverables demonstrating strong written and verbal communication skills., • Expert level experience with Word, PowerPoint, Excel, Tableau and Visio., • Working knowledge of risk management platforms, previous experience with Workiva a plus. Our job titles may span more than one career level. The starting base salary for this role is between $90,000.00 – $105,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Must be proficient in Quick Books. Candidate has to enter bank statements into quick books, help during tax season. The position could become permanent

Job Description Overview Now Hiring! Assistant Controller Position Summary: The Assistant Controller is responsible for assisting in managing the financial operations of the Alpine country club, ensuring that accounting functions are performed accurately and efficiently. This role supports the CFO in financial reporting, budgeting, forecasting, and internal controls while maintaining compliance with all applicable regulations. The Assistant Controller will help oversee the day-to-day accounting tasks, monitor financial transactions, and contribute to the development of financial strategies that support the club’s goals. Key Responsibilities: • Financial Reporting:, • Assist in preparing monthly, quarterly, and annual financial statements., • Prepare detailed reports on financial performance, including budget variances and profitability analysis., • Ensure the timely and accurate recording of financial transactions., • Assist with the preparation of financial statements in accordance with GAAP (Generally Accepted Accounting Principles)., • General Accounting:, • Assist with the day-to-day accounting functions, including billing, accounts payable, accounts receivable, payroll, and reconciliations., • Ensure all accounting entries are accurate and in compliance with internal controls., • Reconcile club bank accounts and credit card statements monthly., • Assist with inventory management and valuation, including food, beverage, and retail items., • Budgeting and Forecasting:, • Assist in preparing annual budgets and periodic forecasts., • Support the CFO in monitoring and analyzing budget variances and providing recommendations for improvement., • Collaborate with department heads to ensure budget compliance and alignment with organizational goals., • Internal Controls and Compliance:, • Assist in maintaining and improving internal control systems to safeguard assets., • Ensure compliance with all tax and regulatory requirements., • Support audits by preparing necessary documentation and responding to auditor queries., • Monitor compliance with club policies, procedures, and industry best practices., • Payroll:, • Oversee payroll processing, ensuring accurate and timely payment of employees., • Assist with maintaining employee benefits records, deductions, and compensation data., • Special Projects:, • Participate in ad-hoc financial analysis and special projects as requested by the CFO or management., • Assist in system upgrades or changes in accounting software as needed. Qualifications: • Education:, • Bachelor's degree in Accounting, Finance, or a related field., • CPA or CPA track preferred, but not required., • Experience:, • Minimum of 7 years of accounting experience, preferably within the hospitality, club, or similar industry., • Experience with general ledger accounting, financial reporting, and budgeting., • Skills and Knowledge:, • Strong knowledge of accounting principles and practices., • Proficiency in accounting software (experience with Jonas Club Software is a plus)., • Advanced Excel skills (pivot tables, VLOOKUP, etc.)., • Ability to manage multiple tasks, prioritize effectively, and meet deadlines., • Strong analytical and problem-solving skills., • Detail-oriented with a high level of accuracy., • Excellent verbal and written communication skills., • Personal Attributes:, • Strong work ethic and a team-oriented attitude., • Ability to work independently and take initiative., • Professional demeanor and ability to maintain confidentiality. Work Environment: • Office environment with occasional work in the club’s facilities., • Typical work schedule is Monday to Friday, with occasional evenings or weekends as needed during month-end or year-end closing periods.

Job DescriptionBenefits: • Holiday pay, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Team members who help us reach our goals are rewarded not just through commission and bonus opportunities, but also with team lunches, promotional trips, and other exciting incentives that celebrate hard work. Were also committed to giving backI volunteer at a local food bank, and our team actively sponsors youth and collegiate sports programs. As a bilingual team, were proud to serve our neighbors across Long Island and the greater New York City area. If youre growth-minded, community-focused, and ready to build a meaningful career, wed love to hear from you. Responsibilities: • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.Our top sales performers have two qualities that set them apart from all others and allow them to create exponentially higher monthly commissions:, • They have a process of relentless follow up with prospects that extends over time., • They utilize social media to reach out to leads sources and develop relationships with related businesses and potential customers.Requirements:, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description Join Hand and Stone in Raising the Bar on Professionalism in Massage! With over 13 modalities to specialize in and expanding opportunities within the industry, you may take a few different journeys during your massage therapy career. Our Hand and Stone Massage and Facial Spa franchised at 345 Mamaroneck Avenue, Mamaroneck NY 10543 wants to give massage therapists a healthy and healing environment to explore whichever paths are calling you. What We Offer Our Massage Therapists: • Our Culture - At the Mamaroneck Hand and Stone Massage and Facial Spa, we value diversity, inclusivity, and career longevity. Whether you’re drawn to the western modalities, the eastern modalities, or the training and education side of massage. We have something for all massage therapists!, • Flexible Set Schedules – Our massage therapists have the flexibility of choosing their scheduled hours, and the peace of mind knowing our flexible membership model yields a low cancellation/no show rate percentage., • Professional and Safe Work Environment –As a member of the National Association of Spa Franchises, Hand and Stone has taken strives to reduce misconduct claims in the industry, promote professionalism and make massage therapy a safe, professional, and rewarding career., • All Supplies Provided – Basic lotions and oils, as well as CBD oil, Aromatherapy, contrast stones, bolsters, spa room amenities; towel warmers, adjustable lights/music/tables, and so much more!, • Employee Discounts –We practice what you preach! Take advantage of our great services and product discounts. Plus, all Full Time Massage Therapists get one complimentary service each quarter., • Build your own team - Get paid to pick your teammates! With our Referral Bonus, you can help us build a team that is like-minded, engaged, and motivated., • Career Development and Training - Our Elite Massage Therapist Program helps our massage therapists build the skills to develop their knowledge in specialized modalities and professionalism., • Continuing Education - Each Hand and Stone massage therapist will receive 12 CE’s for taking our new employee training. Plus, many more courses are offered with FREE CE's to help you meet your minimum when it's time for your License Renewal. Hand and Stone Mamaroneck's massage therapists receive the support to expand their knowledge, professionalism, and career in any direction they choose. A Day In the Life of Our Massage Therapists: • Customize treatment plans based on individual clients., • Create an experience of peace and relaxation for members/guests/other spa professionals through a friendly and helpful approach., • Generate return clientele by promoting member referrals and memberships., • Help maintain professionalism and cleanliness of therapy rooms and common areas within the spa. Team Member Essentials: • Adhere to state licensing laws and regulations., • Carry personal liability insurance., • Able to communicate effectively with clients, spa management and staff., • Knowledge of Swedish Massage is essential., • Knowledge of other various modalities preferred (Neuromuscular, Myofascial, Trigger Point, Pre-Natal, Craniosacral, Reiki, Deep Tissue), but not required. Hand and Stone offers training in all modalities to our team members!, • Understand and believe in the healing benefits of massage therapy and bodywork. Why Join Our Team: • At Hand Stone Mamaroneck, we truly are like a family! Our team respects each other and helps each other grow in their knowledge and skills., • We get together twice a year as a team to celebrate and relax. You definitely won't want to miss our annual party for the New Year and the annual Company Picnic., • We believe in getting your money into your hands as quickly as possible! Hand and Stone Mamaroneck employees are paid weekly, and all massage therapists can receive daily credit card tips directly to your bank account!, • Convenience! You live near Mamaroneck! And if you don't, the Metro North is just 1 1/2 blocks away! Super easy commute!, • Clients are waiting for you to join our team! As a membership-based spa we are fully booked every day. This provides you with consistency and predictability with regards to your income potential., • Steady, predictable income because our members consistently invest in their wellness goals., • Base pay, upgrade commission and tips combined that average $50-$75 per 50 minute "hands-on" session., • The break room is regularly stocked with sweet and savory snacks and sparkling water.Company DescriptionThis location is now under new ownership! The new owners are bringing a positive and caring culture into this spa.This location is now under new ownership! The new owners are bringing a positive and caring culture into this spa.

Job Description BASIC FUNCTION Responsible for assisting in managing and monitoring Lending Division’s portfolios, ensuring they align with the Bank’s goals. This is to include the data manipulation and review across all lending departments in order to achieve appropriate analytical results to track pipeline, performance and profitability. Daily operations will include generating, manipulating and analyzing data via the Bank’s multiple applications. This position will work hand and hand with the SVP & DIRECTOR, CRE LENDING. MAJOR RESPONSIBILITIES • Generating reports/queries via Qlik, cView and OnDemand, • Monitoring reports via Qlik, cView and OnDemand, • Analyzing reports Qlik, cView and OnDemand, • Take a leadership role in continuously working to improve the accuracy and efficiency of the Division’s credit process., • Report tracking on a daily basis (as applicable)., • Develop and maintain dashboards and reports that provide visibility into sales performance and pipeline conversion., • Partner with Department Heads to gather data and validate accuracy of pipelines and reports., • Conduct variance and trend analysis to explain fluctuations in performance., • Provide support for Executive reporting, including monthly review and strategic planning and forecasting. Education: College Degree or equivalent related business experience. Experience: • Three+ years of commercial banking experience or other relevant area., • Working knowledge of credit issues, Bank policies and commercial loan documentation., • Strong organizational and project management skills., • Able to complete work in an accurate and efficient manner., • Strong quantitative analytical skills., • Ability to translate data into actionable insights., • Strong written and oral communication skills., • Demonstrate superior knowledge of word processing and spreadsheet (Excel) software., • Performs all other duties as assigned by Management as related to the Bank and its functions. Benefits, • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program, • Free Employee Checking Account

Job Description Data Steward/People Data Product Owner Salary Range: $200k to $240k Director/E.D. Level position for Data Steward or People Data Product Owner. Must have experience in People Data to qualify. This position is hybrid 3 days in Midtown NYC at global bank. You will be responsible for creating this new domain working directly with Senior Management. Experience with Data Governance is a must. No Visa transfers and no relocation. Not open to 3rd party vendors. Resume in confidence to

Job DescriptionJob Description The Regional Sales Manager is responsible for managing and developing a field sales team to accomplish company revenue and sales objectives. They will guarantee the implementation of sales strategies and initiatives by providing field insights into customer relationships. Working with one-step, two-step distribution and retail, they will be partnering with the broader team to create a strong customer experience and deliver financial results according to plan. Responsibilities: • Manages individual contributors ensuring the proper training and sales enablement., • Hosts weekly/bi-weekly one-on-one meetings with team to drive account prioritization, planning and results., • Supports individual contributors on high-priority opportunities across the sales process either by reviewing material or attending key meetings., • Supports individual contributors in the development and fostering of relationships with key decision makers and influencers., • Ensures accounts are well attended., • Appraises performance of the sales team; assesses training and development needs, recommends personal and professional developmental programs as indicated., • Analyzes market potential within a given geographical area including market trends and other relevant facts, report findings to Sales Leadership., • Establishes annual and regional sales projections by products and recommend programs to ensure level sales volume based on Territory Sales Manager feedback., • Direct accountability for regional accounts., • Maintains a sales force capable of achieving annual sales goals., • Supervises all associates in the department, evaluating performance, provide coaching, counseling and a corrective action plan as required by CBB policies., • Enforces budgetary controls over all departmental expense categories to adhere to planned budgetary levels at all times and minimize expenses wherever possible., • Cooperates with the Credit Department when needed to assure new customers and programs are adequately screened to increase the paying quality of customers while decreasing the credit risk., • Participates in strategic planning and provides leadership and guidance in carrying out Action Plans relative to CBB goals and objectives., • Perform other duties as assigned.Qualifications, • Bachelor degree in Marketing, Business Administration or comparable discipline preferred; equivalent combination of education and experience is accepted., • Seven years experience in a Sales/Marketing position with proven managerial capability., • A thorough knowledge of the building products industry and sales management experience., • Problem solving and sales negotiation skills are a must., • Ability to lead and motivate a sales team., • General knowledge of major competitive building product lines., • Strong communication skills., • Ability to develop and present training programs required., • Must be proficient in Microsoft Windows such as Excel, Word and Power Point., • Requires heavy travel (60 – 80%) Additional Information Why work for Cornerstone Building Brands? Our teams are at the heart of our purpose to positively contribute to the communities where we live, work and play. Full-time* team members receive** medical, dental and vision benefits starting day 1. Other benefits include PTO, paid holidays, FSA, life insurance, LTD, STD, 401k, EAP, discount programs, tuition reimbursement, training, and professional development. You can also join one of our Employee Resource Groups which help support our commitment to providing a diverse and inclusive work environment. *Full-time is defined as regularly working 30+ hours per week.**Union programs may vary depending on the collective bargaining agreement. All your information will be kept confidential according to EEO guidelines. "The total target compensation for this role (base + sales incentives) is $170k to $190k. All full-time positions come with comprehensive benefits starting on day 1, including medical, dental, vision coverage, 401k, and PTO. Your recruiter will provide more details on the specific salary range for your preferred location during the hiring process. Full-time is defined as regularly working 30+ hours per week." Why work for Cornerstone Building Brands? Our teams are at the heart of our purpose to positively contribute to the communities where we live, work and play. Full-time* team members receive** medical, dental and vision benefits starting day 1. Other benefits include PTO, paid holidays, FSA, life insurance, LTD, STD, 401k, EAP, discount programs, tuition reimbursement, training, and professional development. *Full-time is defined as regularly working 30+ hours per week. **Union programs may vary depending on the collective bargaining agreement. Cornerstone Building Brands 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, pregnancy, genetic information, disability, or status as a protected veteran. You can find the Equal Employment Opportunity Poster here. You can also view Your Right to Work Poster here along with This Organizations Participation in E-Verify Poster here. If you'd like to view a copy of the company's affirmative action plan for protected veterans or individuals with disabilities or policy statement, please contact Human Resources at 281-897-7788 or . If you have a disability and you believe that you need a reasonable accommodation in order to search for a job opening or to submit an online application, please contact Human Resources at 281-897-7788 or . This email is used exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails received for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. California Consumer Privacy Act (CCPA) of 2018 Must be at least 18 years of age to apply. Notice of Recruitment Fraud We have been made aware of multiple scams whereby unauthorized individuals are using Cornerstone Building Brand's name and logo to solicit potential job-seekers for employment. In some cases, job-seekers are being contacted directly, both by phone and e-mail. In other instances, these unauthorized individuals are placing advertisements for fake positions with both legitimate websites and fabricated ones. These individuals are typically promising high-paying jobs with the requirement that the job-seeker send money to pay for things such as visa applications or processing fees. Please be advised that Cornerstone Building Brands will never ask potential job-seekers for any sort of advance payment or bank account information as part of the recruiting or hiring process.

Acts as a strategic audit advisor by providing counsel and guidance on audit issues; leads relationships with key enterprise partners and interfaces with respective leadership team to effectively manage own audit area and clarify scope of accountabilities while influencing and aligning others as nee

Job Description JOB SUMMARY: CFSB is a leading fintech-focused bank committed to maintaining the highest standards of corporate governance and ethics. We are dedicated to ensuring the integrity and reliability of our supply chain and third-party relationships. To achieve this, we are seeking a highly motivated and detail-oriented individual to join our team as a Senior Associate, Financial Due Diligence Reviewer. As a Senior Associate, Financial Due Diligence Reviewer, you will play a critical role in assessing the risk and compliance of our third parties by evaluating both their business operations and financial performance. This individual is responsible for assessing the Bank’s third-party relationships to ensure their financial position, risk mitigants, etc., align with the Bank’s overall Strategic Plan and the Bank’s Risk Appetite Statement. In addition, this individual will undertake various activities including performing financial accounting due diligence on the Bank’s fourth-party vendors and third-party relationships, analyzing historical financial results, forecasting, generating financial statements and sensitivity analysis models, making recommendations, preparing presentations, and reports for relevant committees. Responsibilities: • Conducting comprehensive financial due diligence reviews of the Bank’s existing or prospective third parties by identifying and evaluating financial risks through detailed analyses of financial statements and cash flows, benchmarking against industry standards, performing going concern assessments, and assessing third parties’ ability to repay annual debt service., • Analyze detailed financial statements information including income statement, balance sheet, cash flow statement, key performance indicators, and operational data., • Conduct in-depth financial analytics and synthesize information into actionable insights to facilitate discussions with the Bank Committee., • Evaluating key financial metrics and accurately assigning risk ratings in accordance with the Bank’s financial risk assessment methodology., • Manage collaboration with the Bank’s external stakeholders regarding any identified or escalated key financial issues, determining the need for more thorough investigation or additional information required., • Manage collaboration with the Bank’s Third-Party Governance & Oversight team to develop third-party remediation plans and evaluate the status of remediation efforts for compliance., • Collaborate with the Bank’s Third-Party Governance & Oversight team and manage ongoing monitoring of financial risks associated with third-party relationships. This includes timely identification of emerging financial risks to facilitate appropriate risk management, ensuring compliance to Third-Party agreements and minimizing potential financial losses., • Provide oversight into the financial positions of the Bank’s third-party relationships, including conducting annual reviews and preparing interim update memos for the Third-Party Oversight Committee, among other responsibilities., • Assist in preparing reporting data on the status of third-party due diligence reviews, identified conditions within third-party relationships and other relevant information to the Bank Committee. Knowledge, Skills, and Abilities: • Demonstrated expertise in financial statement analysis and identification of financial risks., • Working knowledge of US GAAP, audit opinions and SEC reporting requirements., • Strong understanding of accounting and financial processes., • Advanced accounting, finance, financial modeling, and analytical abilities., • Familiarity with financial services industry risks and regulations., • Familiarity interpreting financial auditors’ reports., • Ability to present complex analy, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) or related software., • Capability to work independently and collaboratively in a team environment., • Excellent verbal and written communication skills., • Strong interpersonal skills., • Experience in the FinTech industry is a plus. Education, Training, and Experience:, • Bachelor’s Degree in Accounting, Finance, Economics, Business Administration, or related field., • Minimum of 4+ years of demonstrated experience in financial audit, accounting, finance due diligence or finance, • Relevant Finance certifications (i.e., FRM, CPA, etc.). Salary: $110,000 - $120,000 K / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Grow your career as an Executive Administrative Assistant with an innovative global bank New York, NY. Contract role with strong possibility of extension. Will require working a hybrid schedule 4 days onsite per week. Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you. Contract Duration: 4+ Months Required Skills & Experience • Bachelor's/University degree., • 3+ years of administrative experience working with C-suite Executives., • Previous office administration experience within a large and complex financial services or similar organization., • Highly proficient in Microsoft Office, especially Excel & PowerPoint (+ Word, Outlook, Teams)., • Experience with PowerPoint deck preparation., • Very good time management & prioritization, ability to self-manage., • Follow up skills with strong attention to detail and ability to multitask and prioritize., • Experience assisting with expense reporting., • Positive attitude and strong work ethic., • Excellent organizational skills and ability to work proactively without close supervision., • Consistently demonstrates clear and concise written and verbal communication skills., • Demonstrated ability to quickly gain command of new systems. What You Will Be Doing • Will provide support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements, and providing other administrative tasks., • Directly supports a Managing Director and generally supports an entire department, • Manages day to day calendar(s) of senior management, • Coordinates all aspects of executive level manager appointments, meetings, receptions, and conference calls, • May prepare and review materials and correspondence for meetings, • Assist with creation/modification of presentations, spreadsheets, and other various documents, • Coordinates travel arrangements; prepare and distribute schedules/agendas for travel, • Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system, • Orders supplies and process invoices through Procure to Pay system, • Process and follow-up on Virtual Requests, • Assists in ad-hoc reports special projects as needed

Job Description About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary: The Staff Attorney will provide comprehensive legal support to Blue Foundry Bancorp and its subsidiaries, including Blue Foundry Bank (collectively, the Organization). This role will ensure compliance with regulatory requirements, maintain corporate governance standards, and support legal operations related to financing transactions, contracts, litigation, and regulatory compliance. The individual will work closely with the Chief Legal Officer, company leadership, and external stakeholders to ensure adherence to legal and regulatory frameworks while assisting with the Organization's daily legal and corporate governance functions. Minimum/Essential Job Requirements: • Juris Doctor (JD) from an accredited law school., • Admission to the New Jersey Bar (in good standing) or eligibility for in-house counsel registration where applicable., • 3+ years of experience in banking, finance, or corporate law, either in private practice or in-house with a financial institution., • Experience advising a public company on governance and SEC compliance matters., • Strong understanding of corporate governance principles, financial regulations, and SEC reporting requirements., • Proficiency in Microsoft 365, as well as legal research platforms, • High attention to detail with excellent analytical and problem-solving skills., • Strong communication and interpersonal skills to work with diverse internal and external stakeholders. Primary Responsibilities: • Provide legal counsel on a wide range of matters, including corporate governance, financing transactions, regulatory compliance, and litigation., • Assist in the administration of board and committee meetings, including minute-taking and preparing meeting materials., • Support the preparation and filing of corporate documents, including board and committee resolutions, minutes, and regulatory filings., • Ensure compliance with SEC regulations, including public company reporting and disclosure requirements., • Advise the Organization’s directors, officers, and employees on legal rights and obligations under applicable state and federal banking statutes and regulations., • Conduct legal research on power of attorneys, trusts, corporate governance issues, and regulatory developments., • Support compliance with federal and state laws governing banking operations, financial transactions, and employment policies., • Assist in maintaining corporate governance policies, procedures, and best practices., • Assist with litigation support matters, including responding to legal claims, subpoenas, and court filings., • Coordinate and manage external counsel engagements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: $100 after the new employee has completed his/her three-month anniversary $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.

We're looking for a game changer Human Resources professional to work closely with the Head of Human Resources to bring innovative ideas to Piermont Bank as we take care of our most valuable asset, our employees. This Human Resources role is responsible for providing comprehensive support guidance i

The DWS Finance team is seeking an experienced professional to fill a finance manager role in the regulatory reporting team. Be responsible for the preparation, procedures, and submission of regulatory report filings to the Federal Reserve and other regulatory agencies (FR Y-9C, FR Y-15, TIC reports

The new intern will assist with the OPICS system development plan Phase III project, including comprehensive workflow testing of booking, payment, parameter, accounting, and interface testing while ensuring all settlement and daily operations in the back office team are done promptly and completely.

Job DescriptionJob Title: Controller Company: The Music Playground Location: New York/Remote/Telecommute Employment Type: Full-Time Salary: $75,000 - $100,000 About Us: The Music Playground is a vibrant and innovative music company. Our services include original music creation, band and artist licensing, music supervision, and clearance for advertising, TV, film, and new/mixed media. We are driven by a team of producers, composers, music supervisors, up and coming indie bands & artists, singers, and A&R creatives. We pride ourselves on creating or finding what is new, trending, or just the perfect soundtrack for any media project need. We know that great creative must always be matched by great service. We are seeking a detail-oriented and experienced Controller to join our team and help manage our financial operations effectively. Job Summary: The Controller will be responsible for overseeing all aspects of accounts receivable (AR) and accounts payable (AP), ensuring accurate financial reporting, and maintaining accounting policies and procedures. The ideal candidate will have a strong background in accounting, experience with financial software, and a passion for the music industry. Key Duties & Responsibilities: • Oversee all aspects of accounts receivable (AR) and accounts payable (AP)., • Prepare monthly account reconciliations to ensure accuracy in financial records., • Conduct monthly bank account reconciliations to verify account balances., • Prepare and maintain journal entries in accordance with accounting standards., • Generate financial reports and analysis to support business decision-making., • Maintain accounting policies and procedures while seeking opportunities to improve and streamline processes., • Review customer insertion orders to ensure all items/services are properly invoiced., • Manage ad-hoc projects or tasks as requested by management., • Develop and maintain a checklist to ensure that all invoices for the period have been created and sent., • Proficient in Excel (including VLOOKUP, pivot tables, and other advanced functions)., • Proficiency in QuickBooks is essential., • Experience working with large amounts of data to generate insights and reports., • High level of accuracy and attention to detail in financial reporting., • Strong analytical and problem-solving skills, with the ability to manage multiple tasks and deadlines., • Excellent communication skills, both written and oral.Why Join Us? At the Music Playground you will be part of a dynamic team that values creativity and innovation. We offer a collaborative work environment, opportunities for professional growth, and the chance to contribute to the exciting world of music. Application Process: If you meet the qualifications and are excited about the opportunity to contribute to our team, please submit your resume and a cover letter detailing your relevant experience. The Music Playground is an equal opportunity employer and welcomes applicants from diverse backgrounds. Powered by JazzHR SLxHjXKQfx

East West Bank is currently seeking a Branch Manager. The BM manages the branch using effective strategies to make sure that annual branch goals are met. Oversee performance management of branch staff; manages one or more subordinate supervisors who supervise other employees throughout the branch.

Job Description VP – Compliance Testing Officer Location: Manhattan, NY HYBRID Base Salary: $140K–$150K (commensurate with experience) Are you ready to shape how a leading Manhattan-based bank safeguards itself from regulatory risk? We’re seeking an experienced Compliance Testing Officer (VP) who will lead risk-based compliance testing and ensure the effectiveness of our BSA/AML and sanctions program. This is a high-impact leadership role where you’ll leverage your knowledge of commercial and middle-market banking products to influence decision-making, strengthen controls, and ensure regulatory excellence. Key Responsibilities * Lead the Testing Program: Design and execute a comprehensive, risk-based Compliance Testing Plan. * Assess & Report Risk: Define scopes, conduct reviews, and deliver clear, actionable reporting to management. * Ensure Regulatory Alignment: Evaluate controls against U.S. banking laws, focusing on BSA/AML and sanctions compliance. * Collaborate Across the Bank: Partner with business lines, providing credible challenge and driving effective remediation. * Strengthen Processes: Identify control gaps, recommend enhancements, and support regulatory exams and audits. * Stay Ahead: Monitor emerging risks, regulatory changes, and industry best practices to keep the program current. What We’re Looking For * 7–10+ years in compliance testing, internal audit, or regulatory risk within U.S. financial services. * Strong knowledge of commercial and middle-market banking operations (including syndicated lending and related products). * Expertise in BSA/AML and sanctions regulations. * Proven ability to design methodologies, assess controls, and communicate findings effectively. * Exceptional communication and relationship-building skills across all levels of the organization. * Bachelor’s degree in Accounting, Finance, Business, or Law; CAMS certification strongly preferred. * Data analytics experience is a plus. Why Join Us * Play a pivotal role in safeguarding a respected Manhattan-based bank. * Gain executive exposure and influence compliance strategy. * Be part of a mission-driven team building a best-in-class compliance testing program. * Competitive compensation and strong career growth potential. Apply today and help us strengthen the future of compliance. #acgresourcesjobs Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job Description Position Summary: CFSB is seeking an experienced and visionary Head of AML Advisory who will also serve as the Bank’s Deputy BSA/AML Officer and lead the Bank’s AML advisory function, providing strategic oversight, governance support, and regulatory guidance. This role is central to ensuring enterprise-wide alignment with AML laws and regulations while partnering with senior management and business units to identify risks, set standards, and strengthen controls. The position requires deep subject matter expertise, strong leadership, and the ability to serve as a trusted advisor both internally and externally. The ideal candidate is a strategic and innovative financial crimes risk management leader with a deep understanding of the risk and control frameworks needed to sustainably manage the Bank’s compliance obligations across traditional banking and fintech innovations. Key Responsibilities: Strategic Advisory & Leadership • Partner directly with the Bank’s Chief AML Officer (CAMLO) to shape and execute the Bank’s AML strategy, ensuring alignment with enterprise risk appetite, business objectives, and regulatory expectations., • Act as Deputy AML Officer, serving as delegate for governance forums, certifications, and management reporting when the CAMLO is unavailable., • Lead periodic AML risk assessments and thematic program reviews, ensuring results are actionable and aligned to enterprise-wide financial crimes frameworks., • Support governance reporting to senior management and the Board of Directors, ensuring issues, risks, and trends are escalated appropriately., • Partner with the CAMLO as a key point of contact with regulators, auditors, and external stakeholders., • Monitor regulatory and industry developments (FinCEN advisories, FATF guidance, OCC expectations, emerging typologies) and advise management on impacts and required program changes., • Collaborate with Technology, Operations, and other control partners to assess gaps and drive enhancements to AML processes, systems, and controls., • Provide forward-looking guidance on emerging risks (FinTech partnerships, payments innovation, correspondent banking, BaaS offerings)., • Help drive continuous improvement of the Bank’s AML advisory framework, leveraging data, analytics, and benchmarking. Leadership & Culture • Mentor and provide guidance to AML staff, reinforcing a strong advisory and compliance culture., • Promote open communication, collaboration, and respect within the BSA/AML Department and across the organization., • Champion a culture of continuous improvement, accountability, and transparency in AML compliance. Knowledge, Skills, and Abilities: • Deep knowledge of AML/BSA regulations, including the Bank Secrecy Act, USA PATRIOT Act, FinCEN requirements, and global AML standards., • Proven ability to act as a trusted advisor and strategic partner to senior executives and regulators., • Excellent analytical, problem-solving, and critical thinking skills with a focus on risk management and program enhancement., • Exceptional communication and interpersonal skills, capable of translating complex AML matters into actionable recommendations., • Ability to foster a culture of compliance and continuous improvement within the organization while coordinating appropriate corrective actions where needed., • Bachelor’s degree in Finance, Law, Economics, Criminal Justice, or related field required; advanced degree or professional certification (e.g., CAMS, CFE, CRCM) strongly preferred., • Minimum of 12+ years of AML/BSA compliance experience, with at least 5 years in a senior advisory or leadership role., • Experience in Retail Banking, FinTechs, MSBs, international payments, and card products strongly preferred. Salary: $225,000 - $250,000 K / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Position Title: Financial Planning Consultant Reports to: SVP Department: Simplicity Wealth: Planning Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time) Classification: Full-time/Exempt Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Financial Advisors get properly Invested in the Stock Market. Primary Responsibilities: · Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video) · Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting · Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform · Services planning-related requests with a focus on providing a high quality & responsive experience · Extensive communication with internal and external clients using email and phone · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone · Conducts educational Webinars to continue to educate and teach Advisors Planning best practices · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated Qualifications: · Bachelor’s degree (Required) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required) · Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) (Required) · Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored) · Passionate about the client experience and the financial services industry · Favors direct communication & possesses an ability to receive constructive feedback · Able to uphold the firm’s purpose, vision, and values and has high ethical standards Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills · Strong mathematical and analytical skills · Excellent communications skills; both verbal and written · Collaborative and able to work effectively with others · Flexible team player who is highly adaptable to change and open to new ideas · Personable attitude and willingness to build relationships with Advisors · Desire to learn a wide array of subject matter · Self-starter with ability to work independently · Problem-solving/troubleshooting ability · Ability to prioritize and/ or seek assistance in determining task priority · Willingness to take initiative and proactively follow up with clients without being asked Compensation & Benefits: Compensation (based on experience & licenses) • Base salary: $65,000 -$80,000, • This is an Exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Vice President level candidates. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. FRM, as the second line of defense in the Branch, provides independent measurement, monitoring and evaluation services related to Financial Risks (Credit, Market and Liquidity), in addition to the efforts by process/business owners (Global Banking Unit and Global Market Unit) as the first line of defense. Financial Risk Management (“FRM”) establishes appropriate policies, procedures, and the risk management framework to evaluate the financial risks inherent in the Branch operations. FRM also conducts special scenarios analysis to quantitatively and qualitatively assess financial risk faced by the Branch and provides objective assessment of the Financial Risk to the Branch Management and the Head Office. FRM is directly involved in all financial risk related projects, matters and issues. Your Role Overview: Directs staff, develops strategy and controls execution of the Treasury Administration’s function. Recommends objectives, policies, and plans for the market and liquidity risk management. Develops ways to improve efficiency, effectiveness, and productivity. Your Duties and Responsibilities: • Supervises the Treasury Administration members., • Design/maintain the data repository and design/maintain standardized reports., • Supervises the tasks that are assigned to the Treasury Administration section of the Department. Provides feedback to the Head of the Department on the quality and accuracy of the work performed. Provide support for obtaining and analyzing data related to the credit portfolio and credit risk monitoring process., • Develop and calibrate assumptions and methodology for the liquidity stress test and contingency funding plan test., • Design risk management framework, • Develop risk management policies and procedures, • Prepare and present monthly status of Branch risk and performance to management and Head Office., • Team with Business Continuity Management (“BCM”) to implement and maintain the BCM Program by ensuring the completion of business continuity deliverables for their department such as the regular review of the department Business Impact Analysis (“BIA”) and BCP, testing of BC Strategies, mitigation of identified resiliency risks, and promotion of Business Continuity awareness., • Masters degree or its equivalent in statistics or economics or in quantitative discipline., • CFA/FRM candidate or charter holder desired., • Proficient in Excel, Word, PowerPoint, Access., • Modeling understanding and capabilities., • Strong oral and written communication skills., • Strong quantitative and computer skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description WE ARE HIRING A GROWTH DIRECTOR Ever opened a new bank account and got a weekend away? Spent on fashion and received a personal styling session? Picked up groceries and walked away with cinema tickets? If so, you’ve probably experienced a TLC Worldwide campaign - without even knowing it. At TLC, we help the world’s biggest brands drive customer acquisition, loyalty and engagement with emotionally engaging, experience-led rewards. From global banks to high street retailers, our programs are designed shift behaviour, boost ROI and build genuine brand love – at the fraction of the cost of discounting and cash offers. Backed by COSMOS, our all-in-one program platform, we deliver personalised campaigns at scale with live data, smart insights, and seamless customer journeys. We’ve spent 30 years mastering what moves customers; combining deep consumer insight, a global network of 100,000+ rewards, and a unique ability to drive measurable ROI for brands. We’re 400+ people strong, across 15 global hubs. A collective of marketers, creatives and strategists who care about doing great work - and having fun while we do it. We celebrate bold thinking, empower growth, and champion the kind of culture that helps people thrive. Why Us? We're not just any company – TLC’s team thrives on innovation, creativity, and bold ideas. You’ll be at the forefront of our expansion, shaping the future of our success - we’ll make sure you grow as fast as we do! • Work with the world’s biggest brands to create amazing campaigns, • Competitive salary + uncapped commission structure!, • Collaborative and dynamic team culture –every win is celebrated, • Dynamic & collaborative team in a creative environment with exposure to global clients & colleagues - Check out our clients, • Weekly webinars to support your development through our People Academy, • Annual TLC Wellness Week and programmes throughout the year, • TLC Culture Club - including seasonal social events, tasty lunches & more, • TLC Gives Back - volunteering opportunities, including off site visits and volunteering leave, • TLC Rise - supporting and empowering women into leadership roles, • 'Frankies' - Our very own awards ceremony where we walk down the TLC red carpet in our best outfits We're looking for a visionary Growth Director with a passion for driving explosive growth. The ideal candidate possesses the skills to craft winning sales strategies and the dedication to develop million $/£/€ accounts that are focused on customer loyalty, engagement, acquisition, and retention. • Lead and inspire clients to develop new long term, multi-year programs, • Develop and execute innovative sales strategies to fuel growth across specific sectors, • Identify and close major business opportunities, • Use data-driven insights to create winning solutions for clients, • Dynamic & collaborative team, • Proven track record as a deal maker – driving significant growth and long-term contracts, • You know how to empower and inspire others to think big, • Exceptional strategic thinking with the ability to turn vision into action when it comes to building an incredible sales pipeline, • A self-starter with unstoppable drive, energy, and passion for delivering results Being a people-led business, we hire upon values and believe that our people are what make the beloved TLC culture so unique. At TLC we aim to create a ‘world within the world’ that is free from prejudice, bias and inequity. A world where diversity is valued and celebrated, and where we work hard to ensure all our wonderful people are given equal opportunity to succeed. If you're excited by everything we've told you, then it's time to apply!

Job DescriptionBenefits/Perks • Competitive Compensation, • Paid Time Off, • Career Growth OpportunitiesJob SummaryWe are seeking a talented Bookkeeper to join our team. In this role, you will work closely with the Accounting department to maintain accurate financial records and ensure the company’s compliance with all legal requirements. Your responsibilities will include recording and verifying transactions, bringing the books to the trial balance stage, and completing tax forms. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of best practices in accounting. Responsibilities • Job Summary: The Bookkeeping / Property Management Assistant will support daily financial and administrative operations for a portfolio of residential and commercial properties. This role involves handling bookkeeping tasks, lease administration, and tenant communications to ensure the smooth and compliant operation of properties under management. Responsibilities: 1. Deposit rental payments and record transactions., 2. Input accounts payable and maintain accurate records of vendor invoices., 3. Prepare and issue checks for property-related expenses., 4. Reconcile bank accounts and property financials monthly., 5. Track and follow up on violations to ensure timely resolution., 6. Manage and follow up on tenant repair and maintenance complaints., 7. Monitor and follow up on legal actions related to tenant or property matters.8. 8. Issue monthly reports to the Owners and Accountants, 8. Draft and prepare lease agreements., 9. Generate and review monthly financial and operational reports., 10. Track and follow up on tenant arrears and coordinate collections as needed. Qualifications • Bachelor’s degree in accounting or a related field, • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Working knowledge of Appfolio, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills

Job Description Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific Responsibilities and Duties: • Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available. Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts, • Act as advisor to clients and make recommendations and suggestions best suited for their needs. Respond to any direct communications and lead renewal process, • Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete., • Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients, • Report claims to carrier and follow up until conclusion. Maintain contact with clients during the process. Ensure that clients are extremely satisfied with the outcome, • Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies. Communicate result of the appraisal with the client, • Drive renewal process by analysis of client's insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities. Communicate with team members on renewal strategy and ensure implementation, • Analyze daily suspense reports. Determine appropriate response per item. Advise additional team members if necessary, • Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier, • Involvement in planning of workflows, procedures, and processes. Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients, • Draft templates for client form letters by developing various product line subject matter and applying to specific client situations ., • Run daily activity reports from carrier websites and coordinate with the service team items to be addressed. Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate, • Assist in maintaining licensing schedule and carrier licensing records, • Assist with any marketing material, sales campaigns, etc., • Respond to incoming calls, e-mails, mail and in-person requests, • Comply with company policies, practices and procedures, • Attend meetings and prepare follow-up as needed, • Set goals, prioritize and execute duties of the position, • Manage documents, files and electronic information in an organized, efficient and secure manner, • Interact with customers in a professional and pleasant manner, • Represent company as a professional in appearance and manner, • Communicate written and oral communication at the highest level of professionalism and integrity, • Perform quality and quantity duties as expected for position, • Bachelor's degree (B.A.) from four year college or university; or, • Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education

Job Description Position: Accounting Manager Department: Finance Reports to: Controller Work Location: 151 Lawrence Street, Downtown Brooklyn, NY Hours: Full Time - 35 hours per week Salary Range: $85,000 - $90,000 Brooklyn Community Services (BCS) partners with members of the Brooklyn community to overcome obstacles on their pathway toward self-determination. Since 1866, founded on the principle of neighbors helping neighbors, BCS has worked in neighborhoods impacted by systemic poverty. Today, we continue to strengthen communities by fostering the educational success of children, the leadership development of youth, the employment and housing stability of adults, the advancement of individuals living with disabilities, and the empowerment of seniors and families. Through 42 programs, and over 400 staff, Brooklyn Community Services serves more than 20,000 people each year. Position Summary: The Accounting Manager reports to and assists the Controller and is responsible for back office accounting functions including supporting Accounts Receivable contract advance and income cash receipts review; Accounts Payable and Credit Card expense allocations; Payroll funding needs and data entry, and preparation of the fiscal year-end schedules for auditors’ review. The Accounting Manager ensures that the organization is in compliance with all applicable accounting procedures and standards, Generally Accepted Accounting Principles (GAAP) and with BCS’s commitment to strong internal controls. Responsibilities: The Accounting Manager reports to and assists the Controller and is responsible for back-office accounting functions such as: * Overseeing and performing monthly bank reconciliations. * Managing accounts receivable processes including contract advance/income cash receipts review. * Coordination of accounts payable and credit card expense allocations. * Supporting internal controls. * Preparation of fiscal year-end schedules for auditors’ review. * Supporting payroll operations. * Ensuring compliance with Generally Accepted Accounting Principles (GAAP) and with BCS’s * commitment to strong internal controls.. * Other duties and special projects as assigned by the Controller and Chief Financial Officer Qualifications: * BS Degree in Accounting or Finance * Five (5) years plus Not-for-Profit (NFP) general ledger accounting experience with 2 years in supervisory role * Knowledge of NFP GAAP Accounting. * Not for Profit experience or experience working at a Public Accounting Firm working with Not for Profit clients. * Must be able to manage a small staff, handle multiple tasks and communicate with others within and outside the Finance Department * Demonstrated ability to gather, interpret and use data to create reports * Exceptional organizational and time management skills * Strong Excel spreadsheet, Google sheet and basic Microsoft Word skills required * Proficiency in General Ledger software, with Sage Intacct for Nonprofits software experience preferred. BCS is an Equal Opportunity Employer. Auxiliary aids and services are available upon request to individuals with disabilities.

Job DescriptionSUMMARY: Manages a branch office with deposits less than $50 million, and has 3-5 years branch banking experience. Promotes the expansion of existing business relationships and develops new business. Extends credit to businesses and individuals within lending authority. Oversees the daily operations of the branch including; supervision of staff, maintaining prescribed security procedures and resolving routine and complex problems. Job Responsibilities: • Directs branch activities to promote the growth of the Bank through management’s goals. Calls on existing clients to maintain customer base and perspective new clients in person and over the phone. Follows-up on leads and conducts cold calls. Maintains log of all sales calls, visits, and their outcomes. Represents the Bank at various civic and community functions to further enhance the image of the Bank and to develop additional business. Maintains a current awareness of all Bank’s products and services to promote and cross sell to new and existing customers., • Extends credit to businesses and individuals within lending authority. Works with existing customer base and potential new clients to solicit lending business. Processes and underwrites home equity and installment loans. Refers customers to other lending personnel or meets with customers after conferring with lending area. Works with customers and lending department to process loans., • Oversees daily branch operations. Exercises control of office functions including implementation of new policies and procedures. Maintains security controls to protect against fraudulent activities and minimize risk and exposure. Ensures adherence to all federal and state regulations. Keeps staff up to date with changes to regulations (state, federal or Bank guidelines). Maintains a current knowledge of all Bank products and services and informs staff of changes. Exercises the usual authority of a manager including, scheduling, performance appraisals, salary recommendations, training, or discipline., • Assists customers in the branch with all types of transactions. Works with customers requiring complex transactions. Resolves any problems that may occur in the branch. Approves overdrafts and uncollected items within approved limits., • Maintains an awareness of economic characteristics within market area. Uses information to maintain quality service. Informs senior management of any significant changes. Maintains a current knowledge of trends and changes within the financial industry., • Participates in various branch administration meetings and conducts meetings with branch personnel. Assures all reports of branch operations are prepared accurately and within established time schedules., • Over 10 years of branch banking experience;, • The ability to effectively develop business within your market area with proven results of successfully meeting individual and branch goals. Active participation in community activities and service organizations., • Effective management skills; ability to motivate and coach employees, substantiate recommendations for salary increases and promotions, ability to discipline as needed., • Thorough knowledge of Retail Banking operations including the responsibility for all Branch reports and the security of the Bank’s assets., • Completed the Management Development Core – In-House Curriculum., • A BA or BS in Business Administration, Finance or Accounting is preferred., • Ability to participate in branch manager’s meetings, seminars and any other educational activities deemed necessary., • Ability to deal effectively with customers and all levels of Bank personnel., • Excellent verbal and written communication skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionSUMMARY: Manages a branch office with deposits less than $50 million, and has 3-5 years branch banking experience. Promotes the expansion of existing business relationships and develops new business. Extends credit to businesses and individuals within lending authority. Oversees the daily operations of the branch including; supervision of staff, maintaining prescribed security procedures and resolving routine and complex problems. Job Responsibilities: • Directs branch activities to promote the growth of the Bank through management’s goals. Calls on existing clients to maintain customer base and perspective new clients in person and over the phone. Follows-up on leads and conducts cold calls. Maintains log of all sales calls, visits, and their outcomes. Represents the Bank at various civic and community functions to further enhance the image of the Bank and to develop additional business. Maintains a current awareness of all Bank’s products and services to promote and cross sell to new and existing customers., • Extends credit to businesses and individuals within lending authority. Works with existing customer base and potential new clients to solicit lending business. Processes and underwrites home equity and installment loans. Refers customers to other lending personnel or meets with customers after conferring with lending area. Works with customers and lending department to process loans., • Oversees daily branch operations. Exercises control of office functions including implementation of new policies and procedures. Maintains security controls to protect against fraudulent activities and minimize risk and exposure. Ensures adherence to all federal and state regulations. Keeps staff up to date with changes to regulations (state, federal or Bank guidelines). Maintains a current knowledge of all Bank products and services and informs staff of changes. Exercises the usual authority of a manager including, scheduling, performance appraisals, salary recommendations, training, or discipline., • Assists customers in the branch with all types of transactions. Works with customers requiring complex transactions. Resolves any problems that may occur in the branch. Approves overdrafts and uncollected items within approved limits., • Maintains an awareness of economic characteristics within market area. Uses information to maintain quality service. Informs senior management of any significant changes. Maintains a current knowledge of trends and changes within the financial industry., • Participates in various branch administration meetings and conducts meetings with branch personnel. Assures all reports of branch operations are prepared accurately and within established time schedules., • Over 10 years of branch banking experience;, • The ability to effectively develop business within your market area with proven results of successfully meeting individual and branch goals. Active participation in community activities and service organizations., • Effective management skills; ability to motivate and coach employees, substantiate recommendations for salary increases and promotions, ability to discipline as needed., • Thorough knowledge of Retail Banking operations including the responsibility for all Branch reports and the security of the Bank’s assets., • Completed the Management Development Core – In-House Curriculum., • A BA or BS in Business Administration, Finance or Accounting is preferred., • Ability to participate in branch manager’s meetings, seminars and any other educational activities deemed necessary., • Ability to deal effectively with customers and all levels of Bank personnel., • Excellent verbal and written communication skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Overview Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor and recognition that comes with working for the industry's global leader in evidenced based rehabilitation. Who We Are: GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum of diversified correctional and community reentry services. From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Why Work for GEO: • We believe that work is more than a place you go to every day. It is about being inspired and motivated to achieve extraordinary things., • Employee benefits play an important role in making The GEO Group a great place to work. At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful. Responsibilities Role and Responsibilities: You will assist in managing all accounting functions of your facility, including cash control, funds disbursement, accounts receivable, accounts payable, and payroll. You will also prepare financial reports and analyze trends, costs, revenues, financial commitments, and obligations to predict future revenues and expenses. We expect you to: • Oversee and maintain employee payroll to ensure that wages are correct and that timesheets are properly approved., • Research, comply and analyze financial data for the preparation of the budget, reports, lists, and miscellaneous management requests., • Report organization's finances to management, and offer suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts., • Make bank deposits, write checks, maintain regular balance controls, and reconcile bank statements., • Make local purchases and initiate larger purchase requisitions through corporate headquarters., • Verify calculations to balance receipts and/or to determine taxes, discounts, deductions, and additional charges., • Assist in the distribution of payroll checks and/or reports to employees and management., • Supervise the practice of accurate inventory of all items in the warehouse, food services, maintenance, or any other area where supplies are stored for distribution., • Manage office clerical staff, including selection, hiring, evaluating job performance, employee training and development, promotion, and any disciplinary action, including termination. Qualifications Competencies Required: Excellent leadership skills, flexibility, team spirit, the ability to work with a diverse group of people (various inmates and staff), as well as computer and key software savvy are among this job’s top requirements. Apply if you have: Minimum Requirements: • Bachelor's degree in accounting or related field and a minimum of three (3) years of work experience in a finance-related role, or an equivalent combination of work experience and education required., • Must exhibit leadership qualities to gain the respect of all employees. Must have the ability and desire to work in a cooperative manner and to make management decisions. This position requires spending a lot of time sitting at your desk. You will also occasionally be required to: lift, carry, push, or pull up to 40 lbs.; bend or stoop, reach above shoulder level, work with machinery, climb, walk, and stand. GEO Secured Services

Job DescriptionSalary: $150,000 - $180,000 Our Business FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform. Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the worlds Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal. With our rapid growth, we are looking for dynamic and passionate individuals to join our high performance team, in an inclusive culture, that rockets us to number 1 in our space. FISPAN recognizes that passionate, hard working individuals with diverse backgrounds are what makes innovation happen. We are seeking a highly experienced and strategically-minded Enterprise / Strategic Account Manager to join our high-performing Sales team. In this critical role, you will be responsible for closing, owning, nurturing, and expanding relationships with our most important and strategic bank partners in the US and UK. You will be instrumental in driving long-term, high-value partnerships, influencing the banks strategy, and ensuring their success aligns with our company's goals and vision. This position demands a leader capable of navigating complex financial institutions, building and fostering deep relationships, and requires engagement with industry leaders. Key Responsibilities: • Strategic Account Management: Autonomously own and drive the entire sales cycle, from initial prospecting and strategy development to complex negotiations and deal closure, exclusively within the largest banks in the US and UK. Simultaneously, cultivate deep, multi-level relationships across these strategic financial institutions, • Expert Client Understanding: Develop an unparalleled understanding of each bank's specific industry context, bespoke business needs, C-suite objectives, buying behaviors, budget processes, challenges, and long-term goals., • Comprehensive Strategic Planning: Develop and execute comprehensive, multi-year strategic account plans that are tightly aligned with both the bank's objectives and FISPANs vision of the future. Ensure these plans maximize customer satisfaction, retention, and significant revenue growth., • High-Value Deal Negotiation & Closure: Lead and master the full sales cycle for large-scale, multi-product opportunities with these top-tier banks, including those involving bespoke solutions. Demonstrate exceptional skill in closing high-value deals and securing new business within the financial sector., • Trusted Advisor & Executive Engagement: Act as a trusted advisor to senior executives within partner banks, proactively providing insights on fintech trends, competitive landscapes, and how our solutions drive strategic value and transformation. Identify, cultivate, and maintain strong relationships with key stakeholders across these financial organizations., • Cross-Functional Collaboration: Collaborate deeply with internal Product, Marketing, Partner Success, and Service Operations teams to shape solutions, ensure strategic alignment, and guarantee seamless execution of account plans and client experience for our banking partners., • Revenue Growth & Expansion: Be the CEO of your assigned portfolio of the largest banks. Drive significant, measurable revenue growth, strategic expansion of the company's footprint within these strategic accounts, and the acquisition of new high-value banking clients., • Proactive Relationship and Risk Management: Proactively monitor the health of your bank partners, identify potential risks, and implement mitigation strategies to ensure long-term client retention and success. Work closely with Partner Success to address concerns and champion the needs of our banking clients internally. Qualifications: • Bachelor's degree in Business, Finance, Technology, or a related field. MBA preferred., • 10+ years of experience in enterprise sales or strategic account management, with at least 7+ years focused on selling complex software/SaaS solutions within the fintech sector or directly to large, complex organizations., • Proven, quantifiable track record of successfully managing multi-million dollar account portfolios and consistently exceeding quota., • Deep understanding of the fintech industry, banking operations, financial technology stacks, and market trends affecting financial institutions., • Exceptional communication, executive presentation, and high-stakes negotiation skills., • Proven ability to develop, articulate, and execute sophisticated, long-term strategic account plans presented to executive audiences., • Experience building and maintaining relationships with senior executives., • Proficiency with CRM software (e.g., Salesforce, Hubspot) and other sales tools., • Ability to travel as needed (e.g., 2-3 times per quarter). If you are a motivated and a strategic thinker with a passion for sales in the FinTech space, we invite you to join our team and contribute to the continued growth and success. Apply now by submitting your resume and a cover letter detailing your relevant experience and achievements in account management. FISPAN is an equal opportunity employer and welcomes candidates from all backgrounds to apply. Why Work With Us? • Experienced Team: Our CEO is Lisa Shields, a renowned tech entrepreneur whose previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian technology company acquisitions. Lisa is backed by a seasoned leadership team with vast experience scaling technology companies from start-up through growth phases to acquisition. In joining our team you will benefit from that experience and associated mentorship opportunities, and further build your network and knowledge base., • High Growth Environment: FISPAN is an emerging high growth company, and that implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations, and FISPAN helps foster that., • Rich Culture: The Companys culture is its greatest asset, and our team members form bonds that last a lifetime. We plan company-wide events, both virtual and in-person, and other activities to foster togetherness and help drive engagement. We also understand that personal growth happens on multiple levels, and so encourage a work-life balance with ample time to spend with family, explore new ideas and develop hobbies. Compensation Package FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow. With that, the hiring salary range for this position is $150,000 - $180,000 USD base annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location. As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth. • Extended health and dental benefits, • Paid time off, • Savings and retirement plan matching, • Parenthood top-up, • Mentorship programs, and leadership series (to name a few) Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. Well be happy to clarify eligibility for interviewing candidates. Diversity, Equity & Inclusion As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender-decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind hiring and resume review practices to ensure we are being objective and mitigating any potential biases. remote work

Job Description Overview We're seeking a dynamic Commercial Lines Account Manager to join our team. The primary responsibility of this position is to ensure that all assigned accounts have their policies bound 15 days before expiration, with the precise coverage required to meet their specific needs, guaranteeing long-term client satisfaction. Primary Responsibilities • Quote new insurance policies and manage renewals for all assigned policies, • Ensure all assigned policies are issued with appropriate coverage, • Ensure all policies comply with bank requirements, • Provide high-level customer support to assigned clients, • Complete all required and requested internal company processes, • Perform other duties as assigned by the President or Department Manager Position Characteristics/Qualifications • Exceptional written and verbal communication skills, • Proactive, can-do attitude with a willingness to learn and seek help when needed, • Strong multitasking abilities, adaptability to changing situations, and quick, informed decision-making skills, • Proficiency in task organization and effective problem-solving, • Capability to work independently on individual tasks and collaboratively within a team, • Property and Casualty License, • Solid experience with Applied Epic, Excel, and Microsoft Word, • Background in marketing insurance policies, • 2-4 years Commercial Lines Account Management experience Oak Tree Insurance is looking for someone who understands the importance of performing responsibilities and self-management while meeting deadlines, adhering to policies, taking initiative, and being flexible to the ever-changing demands of the insurance industry. Company DescriptionAfter nearly a decade of providing our clients with quality service and quality products, our goal remains the same: to ensure that our clients are insured properly and sufficiently. We work with the leading insurance companies in the industry as well as a labyrinth of other companies. We work diligently and efficiently to properly tailor our client's policies, helping them to protect their assets and their businesses. We value integrity and reliability, therefore Oak Tree Insurance ensures dependable & high-quality service to our clients.After nearly a decade of providing our clients with quality service and quality products, our goal remains the same: to ensure that our clients are insured properly and sufficiently. We work with the leading insurance companies in the industry as well as a labyrinth of other companies. We work diligently and efficiently to properly tailor our client's policies, helping them to protect their assets and their businesses. \r\n\r\nWe value integrity and reliability, therefore Oak Tree Insurance ensures dependable & high-quality service to our clients.

Job DescriptionMuslim Hands USA is a registered 501(c)(3) non-profit working to alleviate poverty amongst some of the most vulnerable communities around the World. It primarily focuses on improving access to WASH, providing Health, Education, Food Security and Livelihoods and responding to Emergencies. The Finance Manager will play a hands-on role in managing the day-to-day financial operations, ensuring the organization runs efficiently and effectively as well as overseeing the preparation of financial statements, budgets, and ensuring regulatory compliance. This role requires a combination of strategic thinking, detail-oriented execution, and a deep understanding of the financial challenges and opportunities within the non-profit sector. Key Responsibilities • Manage day-to-day operations, including tracking financial data, invoicing, payroll, bank statements and maintaining organized and updated financial records, • Develop and implement the organization's annual budgetary planning, • Ensure effective use of models and tools to enable planning and budget management at all levels, • Prepare the budget and cashflow strategy, • Manage budgets and funds to comply with the strategy and donor requirements, • Prepare accurate monthly management accounts, • Financial reports for the board and management, • Prepare all Bank, Balance Sheet and System Reconciliations, • Financial data sanity checks, • Review, develop and maintain internal accounting controls and procedures and advise staff on internal controls and accounting policies and procedures, • Processing transactions during peak periods, • Preparing written reports on financials, • Organize monthly budget review meeting and prepare official reports on a monthly, quarterly and annual basis, • Strong focus on controls and processes and a high attention to detail, • Demonstrate problem solving & analytical skills, • The ability to multi-task, as well as a willingness to not only support, but get involved as an individual contributor, • Up-to-date technical skills and confident preparing accounts, • The ability to work closely with external advisersQualifications, • Bachelor's degree in Finance, Accounting, or related field. Master’s degree or CPA preferred., • Minimum of 3 years of professional experience in financial management, • Familiarity with non-profit financial regulations and grant management, • Proficiency in accounting software and tools, such as QuickBooks, • Ability to multitask and prioritize various operational activities, • Excellent analytical, problem-solving, and organizational skills, • Outstanding written and verbal communication skills, • Ability to work collaboratively across departments and with diverse stakeholders

Job DescriptionEast End Studios is a premier independent studio management and development company. They provide concierge-level services and world-class management for production lighting/grip, heavy equipment, expendables, production supplies and catering projects. Discover what it means to be energized by a multitude of possibilities and a dynamic team. East End Studios is seeking an Accounting Manager that will bring a strong background in production and entertainment accounting to the table. This role will involve key responsibilities such as reconciling final jobs using accounting software, meticulous bookkeeping throughout every job, and comprehensive finance reporting. They are looking for someone who is not only adept at handling figures but also possesses strong problem-solving skills to navigate the complexities of financial management. Software Specifics: Avid, MRI and RT-Pro is all preferred but apply, and lets discuss…. Experience:5-7 years’ experience within managing and implementing accounting procedures, processes, and policies; and adapt to newly designed A/F functions when needed.Supervised all accounting department operations.Overseeing control of accounting within subsidiary companies.Ensuring the integrity of all accounting functions.Providing job training and mentoring to the accounting department. Duties:Working in tandem with studio operations and other business units.Oversee management/property vendors.Maintaining an up-to-date data storage system (Avid and MRI)AR/AP are paid on time.Ensuring payroll is on time.Supervising bank reconciliations.Keeping an updated chart of accounts directly reporting to the executive leadership team.Preparing relevant and timely financial reports.Suggesting ways to improve company performance.

Job DescriptionSUMMARY: Manages a branch office with deposits less than $50 million, and has 3-5 years branch banking experience. Promotes the expansion of existing business relationships and develops new business. Extends credit to businesses and individuals within lending authority. Oversees the daily operations of the branch including; supervision of staff, maintaining prescribed security procedures and resolving routine and complex problems. Job Responsibilities: • Directs branch activities to promote the growth of the Bank through management’s goals. Calls on existing clients to maintain customer base and perspective new clients in person and over the phone. Follows-up on leads and conducts cold calls. Maintains log of all sales calls, visits, and their outcomes. Represents the Bank at various civic and community functions to further enhance the image of the Bank and to develop additional business. Maintains a current awareness of all Bank’s products and services to promote and cross sell to new and existing customers., • Extends credit to businesses and individuals within lending authority. Works with existing customer base and potential new clients to solicit lending business. Processes and underwrites home equity and installment loans. Refers customers to other lending personnel or meets with customers after conferring with lending area. Works with customers and lending department to process loans., • Oversees daily branch operations. Exercises control of office functions including implementation of new policies and procedures. Maintains security controls to protect against fraudulent activities and minimize risk and exposure. Ensures adherence to all federal and state regulations. Keeps staff up to date with changes to regulations (state, federal or Bank guidelines). Maintains a current knowledge of all Bank products and services and informs staff of changes. Exercises the usual authority of a manager including, scheduling, performance appraisals, salary recommendations, training, or discipline., • Assists customers in the branch with all types of transactions. Works with customers requiring complex transactions. Resolves any problems that may occur in the branch. Approves overdrafts and uncollected items within approved limits., • Maintains an awareness of economic characteristics within market area. Uses information to maintain quality service. Informs senior management of any significant changes. Maintains a current knowledge of trends and changes within the financial industry., • Participates in various branch administration meetings and conducts meetings with branch personnel. Assures all reports of branch operations are prepared accurately and within established time schedules., • Over 10 years of branch banking experience;, • The ability to effectively develop business within your market area with proven results of successfully meeting individual and branch goals. Active participation in community activities and service organizations., • Effective management skills; ability to motivate and coach employees, substantiate recommendations for salary increases and promotions, ability to discipline as needed., • Thorough knowledge of Retail Banking operations including the responsibility for all Branch reports and the security of the Bank’s assets., • Completed the Management Development Core – In-House Curriculum., • A BA or BS in Business Administration, Finance or Accounting is preferred., • Ability to participate in branch manager’s meetings, seminars and any other educational activities deemed necessary., • Ability to deal effectively with customers and all levels of Bank personnel., • Excellent verbal and written communication skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Associate Account Manager Red Bank, NJ - onsite 5 days a week LinkedIn Profile with Photo The responsibilities will include Working closely with the CEO and Technical Manager in understanding the day-to-day operations of the company and the client requirements Developing presentations using PowerPoi

Group Director - Senior Vice President.