Bank jobs in United States - Page 7

Job DescriptionBenefits: • 401(k), • Employee discounts, • Wellness resources, • Flexible schedule, • Opportunity for advancement About Us Complete Playground is the ultimate destination for inclusive family fun in the heart of New York City. As the largest indoor playground in Manhattan, our 40,000-square-foot facility is a vibrant urban oasis featuring wall climbing, slides, interactive play zones, and a specialized fidget wall. We provide a safe, inclusive environment for kids of all neurodiverse backgrounds, including a top-notch sensory space designed to help children relax and recharge. Job Description We are seeking a detail-oriented and highly organized Bookkeeper to manage the financial records of our high-volume facility. In this role, you will be responsible for ensuring the accuracy of all financial data, from daily sales and membership dues to payroll and vendor payments. The ideal candidate has a strong background in retail or hospitality accounting and is comfortable working in a fast-paced environment with multiple revenue streams. You will work closely with the General Manager and ownership to provide the financial clarity needed to drive the business forward. Key Responsibilities • Financial Record Keeping: Maintain accurate and up-to-date ledgers, including accounts funneling in from parties, memberships, cafe sales, and retail., • Accounts Payable & Receivable: Manage timely payments to vendors and partners while overseeing collections and billing for corporate events and school buyouts., • Payroll Management: Process bi-weekly payroll for a diverse team of hourly staff, entertainers, and salaried management, ensuring compliance with NYC labor regulations., • Bank & Credit Card Reconciliations: Perform regular reconciliations of all accounts to ensure data integrity and identify any discrepancies., • Revenue Tracking: Generate detailed reports tracking specific revenue categories (e.g., Party revenue vs. Walk-in play) to assist management in evaluating business performance., • Sales Tax & Compliance: Prepare and file necessary sales tax returns and assist with year-end tax preparation and financial audits., • Financial Reporting: Prepare monthly P&L statements, balance sheets, and cash flow reports for review by ownership.Requirements, • Experience: 3+ years of experience in bookkeeping or accounting, preferably within a high-volume retail, gym, or hospitality setting., • Software Proficiency: Advanced knowledge of QuickBooks Online and Excel is required. Familiarity with POS systems (such as Clover or Square) and payroll platforms (such as Gusto or ADP) is a major plus., • Attention to Detail: Exceptional accuracy in data entry and financial reporting., • Education: Degree in Accounting, Finance, or a related field, or equivalent professional certification (e.g., Certified Bookkeeper)., • Communication: Ability to communicate financial data clearly to non-financial team members., • Integrity: High level of discretion and professionalism when handling sensitive financial information.

Job Description Material Bank is the world's largest material marketplace for the architecture and design industry. Operating in 37 countries, our platform has become the standard for design professionals around the globe. Every day, Material Bank connects thousands of designers with tens of thousands of materials from leading brands. Material Bank is the fastest and most powerful way for design professionals to search, sample, and specify materials. About DesignShop & Samplize DesignShop and Samplize represent Material Bank's emerging consumer-focused businesses, marking an exciting new chapter in the company's growth strategy. Having successfully built a $2B-valued B2B company, Material Bank is now leveraging its deep expertise in brand relationships, advanced technology, and logistics to unlock significant growth opportunities with end consumers and renovators. Samplize, acquired as our first foray into the consumer space, provides innovative peel-and-stick samples that make paint selection easier than ever. DesignShop serves as an all-in-one platform empowering renovators at every step — from inspiration and visualization to seamless ordering of product samples across multiple categories. About the role As our Senior Lead, Growth Analytics & MarTech, you will own the technical backbone of growth across DesignShop and Samplize. You will be the single person accountable for our performance analytics, site A/B testing program, and MarTech signaling stack — the pixels, CAPI, feeds, tagging, and attribution. You will also co-own technical SEO with our external agency and lead our emerging GEO (Generative Engine Optimization) workstream. This is a senior individual contributor role for someone equally comfortable writing SQL, reading a tag manager config, scoping an experiment with engineering, and presenting a weekly readout to leadership. You move fast, ship in small increments, and use AI-native tools (Claude, Cursor, Codex) as part of your daily workflow. The ideal candidate will be located in Boston, MA or New York, NY. What You'll Do • Own analytics and the weekly operating rhythm: Lead the weekly performance huddle across both brands and handle ad-hoc analysis across marketing, brand services, and product in Hex, Tableau, and Snowflake, • Own site experimentation end to end: Run ideation, scoping, instrumentation, analysis, and write-up of A/B tests across the funnel, driving both test velocity and win rate, • Own MarTech signaling and data quality: Manage pixel, CAPI, and server-side tagging across Meta, Google, and Pinterest, plus GTM, OneTrust consent, feed management, and event quality, • Build with AI-native tooling: Use Claude, Cursor, and Codex to scaffold internal dashboards and lightweight apps that replace heavier vendor tools What You'll Bring • 6-8 years of experience in growth analytics, MarTech, marketing analytics, or a blended growth engineering function, ideally at a consumer, DTC, ecommerce, or marketplace brand, • Strong hands-on SQL against a cloud data warehouse (Snowflake, BigQuery, Redshift, or equivalent) and fluency in a modern BI tool such as Hex, Tableau, Looker, or Mode, • Hands-on experience implementing and debugging pixels, CAPI, and server-side tagging for Meta, Google, or Pinterest, including GTM and consent management, • Demonstrated end-to-end ownership of A/B testing using AB Tasty, Optimizely, VWO, Statsig, GrowthBook, or similar, • Experience with attribution platforms (Rockerbox, Northbeam, Triple Whale, or similar) and feed management (Feedonomics, GoDataFeed, or Marpipe), • Comfort working with engineers — reading a PR, writing a crisp Jira ticket, and pushing work through to ship, • Vendor management experience with MarTech contracts and accountability for data quality and delivery, • AI-native working style — daily use of Claude, Cursor, Codex, or similar tools to move faster on analysis and tooling What you'll get from us: • Our people: If you thrive in an inclusive, innovative, and fast-paced organization, look no further! You will get to work alongside some of the brightest minds - Join a genuinely fun and supportive workplace where we keep our employees consistently engaged through internal communication and corporate events, • Relaxation and Celebrations: Flexible PTO, Sick Days, Paid National Holidays, and even more (ask us about this when we connect)., • Health Benefits: We contribute to your medical, dental, vision and short-term/long-term disability plans and have a strong employee assistance program., • Plan for your Retirement: 401(k) eligible after your first 90 day's employed!, • Giving Back: We sponsor multiple events throughout the year to help out our communities. You will receive time off to give back as well., • Growth: We'll help you take your career to the next level. We want you to be creative and take initiative which will allow you to grow and create within the company. Most importantly, be the best at what matters!, • Flexible Work Schedules: With business units and employees across the globe, Material Technologies has embraced a hybrid working model allowing department leaders to decide on the best approach for their respective teams, whether that be remote, in person, or a little of both. What you'll get from us: • Our people: We are a growth-driven team that values efficiency, builds smart automation, operates in small empowered teams, and moves quickly from idea to execution., • Relaxation and Celebrations: Flexible PTO, Sick Days, Paid National Holidays, and even more (ask us about this when we connect)., • Health Benefits: We contribute to your medical, dental, vision and short-term/long-term disability plans and have a strong employee assistance program., • Plan for your Retirement: 401(k) eligible after your first 90 day's employed!, • Giving Back: We sponsor multiple events throughout the year to help out our communities., • Growth: We'll help you take your career to the next level. We want you to be creative and take initiative which will allow you to grow and create within the company. Most importantly, be the best at what matters!, • Flexible Work Schedules: With business units and employees across the globe, Material Technologies has embraced a hybrid working model allowing department leaders to decide on the best approach for their respective teams, whether that be remote, in person, or a little of both. Material Bank is proud to be an equal opportunity employer. We value diversity, and all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran or disability status or other status protected under any applicable federal, state or local law.

Job DescriptionSalary: JOB DESCRIPTION: STRATEGIC PARTNERSHIPS EXECUTIVE Sector: Financial Services Location: Lagos / Nigeria Department: Consumer Business Reports to: Head Consumer Business Level: Mid-Level Executive Type: Full-time Work mode: Hybrid About Paga Paga is on a mission to enable one billion Africans and millions of SMEs to pay, preserve hard-earned income, participate in global trade, and purchase goods and services at home and abroad. We have built a multicurrency, cloud-based payments and financial services engine that leverages multiple business services built on the same best-in-class infrastructure to serve the ecosystem through three businesses - Paga Engine (Enterprise B2B - www.pagaengine.com); Paga (Consumer - www.Paga.com); and Doroki (SME Retail -www.doroki.com). Paga has three licenses with the Central Bank of Nigeria: mobile money, international remittance, and a microfinance bank. Paga is headquartered in the United Kingdom and has operating entities in Nigeria, the United States, and Ethiopia. Founded in 2009, Paga now serves millions of users and businesses across Africa and beyond. Were a fast-growing consumer fintech company on a mission to transform how people in emerging markets manage, move, and grow their money. Our product serves an increasingly global user base, with deep roots in Nigeria, and were now expanding both our reach and our impact. To support this growth, were looking for a Strategic Partnerships Executive (Nigeria) to help us identify high-impact opportunities, build and manage strategic relationships, and lead cross-functional initiatives that drive user and revenue growth. About the Role As Strategic Partnerships Executive - SPE, you will play a key role in shaping and executing our growth strategy across Nigeria and the EMEA region. You will be responsible for acquiring and managing new merchants and partnerships and taking ownership of the Consumer Direct sales pipeline that supports our expansion goals. The ideal candidate will identify market opportunities, assisting merchants and billers to join the Paga ecosystem to grow their business by offering services to our retail customers. The The SPE will work closely with growth and product teams to identify high-impact initiatives and nurture partnerships through effective communication with prospects, understanding their needs and ensuring a smooth transition to established merchants on our platform. This is a high-visibility, high-impact role that requires a deep understanding of the fintech landscape in EMEA, strong commercial instincts, and a track record of executing strategic initiatives end to end. What You'll Be Doing • Identify & execute strategic partnerships across digital services, banking, payments, telcos, fintechs, and platforms to unlock new user segments, revenue streams, growth and distribution opportunities, • Assess market trends, user needs, and competitor activity to recommend new product features or geographic expansion opportunities, • Lead partner relationship management from initial engagement and negotiation through to implementation, performance monitoring, and ongoing optimisation to ensure client satisfaction., • Gather and share feedback with product, operations, compliance, and engineering teams to bring new partnerships and features to life, • Own business development pipelines, conduct due diligence, and prepare business cases for new initiatives, • Collaborate with leadership on regional go-to-market strategies and growth priorities, • Track performance metrics and report outcomes for all initiatives under your portfolio, • Participate and represent the company in exhibitions and or industry events to drive brand visibility and build a prospect pipeline. What Were Looking For • 36 years of experience in fintech, financial services, or tech ideally in a strategy, partnerships, business development, or growth role, • Proven experience building partnerships or strategic alliances in the EMEA region, • Strong project management skills with the ability to drive cross-functional execution, • Deep understanding of EMEA fintech ecosystems, especially in emerging markets (e.g., Nigeria, South Africa, Kenya, Egypt, Brazil, etc.), • Commercial mindset with a strong grasp of business models, revenue drivers, and user behaviour, • Excellent relationship-building, negotiation, and communication skills, • Comfortable working in a fast-paced, ambiguous environment with evolving priorities, • Bachelors degree in Business, Finance, Economics, or related field (MBA is a plus), • Entrepreneurial drive, curiosity, and a self-starter attitude, • Experience working with cross-functional teams (product, legal, compliance, etc.) Nice to Have • Experience working with consumer products, mobile money, neobanks, or remittances Why Join Us? • Join a mission-driven team building meaningful financial tools for underserved users, • Play a leading role in shaping our growth in Nigeria and the EMEA region, • Work in a collaborative, agile, and impact-focused environment, • Competitive compensation, meaningful equity, and growth opportunities. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on grounds of colour, race, nationality, religion, age, ethnic origin, disability, gender, marital status, or sexual orientation in our employment practices.

Job Description Position Summary: The Complex Investigations Manager is responsible for overseeing and supporting higher risk and more complex financial crime investigations within the Financial Intelligence Unit. This role provides day to day leadership over complex investigative matters, supports investigator development, and helps ensure investigations are timely, well documented, risk based, and defensible. The Complex Investigations Manager is expected to bring strong investigative judgment, clear writing, and practical knowledge of BSA/AML requirements, suspicious activity monitoring, customer risk, transaction analysis, and SAR decisioning. This role works closely with FIU leadership, AML Operations, Sanctions, Compliance, Legal, and other internal stakeholders to identify meaningful risk, escalate concerns, and support appropriate regulatory reporting decisions. Key Responsibilities: Complex Investigation Oversight • Manage and support complex investigations involving higher risk customers, transaction patterns, counterparties, products, geographies, or typologies., • Provide day-to-day guidance to investigators on case strategy, investigative steps, documentation expectations, and escalation decisions., • Review complex cases for investigative quality, completeness, and appropriate risk-based conclusions., • Identify matters requiring escalation to FIU leadership, the BSA Officer, Sanctions, Compliance, Legal, or other internal stakeholders., • Support SAR filing decisions, continuing activity reviews, customer risk recommendations, and other appropriate risk actions. SAR Quality and Case Documentation • Ensure investigative narratives clearly describe the activity reviewed, the concern identified, the investigative steps completed, and the basis forthe final conclusion., • Review case files to confirm conclusions are supported by available facts, documentation, and analysis., • Help identify gaps in investigative files and work with investigators to resolve them before closure or escalation., • Promote consistent documentation standards across complex investigations., • Support quality expectations for SAR narratives, no SAR decisions, continuing activity reviews, and related case documentation. Team Leadership and Investigator Development • Provide coaching, guidance, and day-to-day support to investigators assigned to complex matters., • Help develop investigator skills in transaction analysis, typology identification, source of funds review, escalation judgment, and SAR narrative drafting., • Assist with workload prioritization for complex matters, including aging cases, regulatory timing, and high-risk escalations., • Serve as a subject matter resource for investigators handling elevated risk alerts, referrals, and escalations., • Support a consistent, accountable, and well-controlled investigative process. Risk Identification and Program Feedback • Identify patterns, themes, and typologies observed through complex investigations., • Share relevant findings with FIU leadership, AML Operations, Sanctions, Compliance, and model tuning teams, as appropriate., • Support feedback loops between investigations, suspicious activity monitoring, alert tuning, customer risk, and program controls., • Assist in identifying opportunities to improve investigation procedures, playbooks, escalation criteria, and case templates., • Contribute to process improvements that strengthen investigation quality, consistency, and regulatory defensibility. Cross-functional Coordination • Partner with Sanctions, Compliance Advisory, Legal, Relationship Management, Operations, and other internal teams on sensitive or cross functional matters., • Coordinate information requests related to complex investigations and ensure timely follow up on open items., • Support law enforcement, subpoena, 314(b), and regulatory related matters when connected to complex investigations., • Participate in meetings related to high-risk, customer risk decisions, and broader financial crime risk concerns. Governance, Reporting, and Exam Support • Support audit, regulatory exam, quality assurance, and model validation requests related to complex investigations., • Assist with the development and maintenance of procedures, job aids, training materials, and investigation standards., • Help ensure investigation practices align with applicable laws, regulations, internal policies, procedures, and documented expectations., • Contribute to management reporting related to complex investigation volumes, themes, aging, quality, escalations, and outcomes. Knowledge, Skills, and Abilities: • Strong investigative judgment and ability to distinguish meaningful risk from routine or explainable activity., • Strong written communication skills, including the ability to prepare clear, concise, and well supported investigative narratives., • Ability to evaluate complex fact patterns and make sound, risk based recommendations., • Strong attention to detail and ability to identify inconsistencies, documentation gaps, and escalation concerns., • Ability to manage sensitive matters with discretion, professionalism, and appropriate urgency., • Strong organizational skills and ability to manage competing priorities, aging cases, and regulatory timelines., • Ability to work effectively across teams and communicate with investigators, managers, senior leaders, and control partners., • Strong understanding of financial crime risks related to payments, fintech partnerships, money movement, sanctions, customer risk, and suspicious activity monitoring. Education, Training, and Experience: • Bachelor’s degree or equivalent relevant experience required., • Minimum of 5 to 7 years of experience in BSA/AML, financial crimes investigations, sanctions, law enforcement, or related compliance functions., • Experience conducting or reviewing complex investigations involving higher risk customers, transaction activity, counterparties, geographies, products, or typologies., • Strong understanding of suspicious activity monitoring, SAR decisioning, SAR narrative expectations, customer due diligence, enhanced due diligence, and transaction analysis., • Experience working in a regulated financial institution, fintech partner bank, payments environment, money services business, or similar financial services environment preferred., • Prior experience leading, coaching, or reviewing the work of investigators preferred., • CAMS, CFE, CRCM, or similar certification preferred. 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 Firm Overview: Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, insurance, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Job Opportunity and Responsibilities: Stable Rock is seeking a highly collaborative, skilled and detail-oriented Senior Associate to join and support the Accounting & CFO Services team. The ideal candidate will play an important role by preparing and analyzing financial information and ensuring accuracy and compliance. This position offers a unique opportunity to work with a variety of businesses across different industries and at different stages of their lifecycle, contributing to their financial health and success. This position features a hybrid work arrangement, blending in-office collaboration with remote flexibility. Key Responsibilities: • Financial Reporting & Analysis: Assist in the preparation of financial statements, including balance sheets, income statements, and cash flow statements; and monthly, quarterly, and annual financial reports for clients., • Bookkeeping & Accounting: Maintain accurate and up-to-date financial records for multiple clients. Reconcile bank statements, complete monthly and quarterly write-ups, make general journal entries, and help prepare the books for tax preparation and audits. Assist in the preparation of sales tax returns., • Client Service: Assist in the client servicing of assigned clients, addressing their financial queries and concerns. Build and maintain strong client relationships through regular communication and exceptional service. Assist in client meetings to discuss financial performance, provide recommendations, and plan for future needs., • Cross-Departmental Collaboration: Collaborate with other Stable Rock departments to provide integrated client services. Qualifications, Skills, and Experience: • Education: Bachelor's degree in Accounting, Finance, or related field required., • Experience: 3-5+ years in accounting/bookkeeping and finance or related field. Prior experience in public accounting or working with multiple clients simultaneously preferred., • Certifications: CPA or actively pursuing CPA certification is a plus., • Skills: Ability to manage multiple clients/projects and deadlines and handle a fast-paced environment where you can work both autonomously and in a team-oriented setting. Exceptional organizational, interpersonal, and communication skills. Initiative, commitment to professional development, attention to detail, and client service excellence., • Software and Technology: High proficiency in Microsoft Excel and Word, knowledge of accounting G/L software such as Xero, QuickBooks (desktop and online), NetSuite, and Sage Intacct. Knowledge of E-Commerce platforms, inventory and SaaS software a plus. Location: Hybrid (New York, NY or Elmsford, NY) Compensation: Highly competitive all-in comp ($75,000 to $95,000) Benefits: • Medical, Dental, and Vision, • Health and Flexible Savings Accounts, • 401(k), • Paid time off Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Job Posted by ApplicantPro

Job Description Kasisto is seeking a skilled and versatile Technical Project Manager to work with customers on the implementation of agentic applications for financial services. This role will include extensive customer communications as well as development of tools to accelerate implementation and integration with customer systems as part of the end-to-end production solution. This full time position can be based in our New York City office or fully remote. We will consider only candidates who reside in New York, New Jersey, Massachusetts, Georgia, or Texas. Key Responsibilities • Coordinate project activities from initial customer kick-off through successful production go-live and beyond., • Act as the primary liaison between the customer and Kasisto., • Participate in the discovery process with customers to capture their technical requirements and business objectives., • Identify project risks and mitigation options., • Drive consensus with the customer on project plans and timeframe., • Participate in project-specific development activities, either as the primary developer or contributing to a team effort., • Assist with validation of the complete solution in development, staging, and production environments., • Monitor and optimize deployments in response to evolving business needs., • Create and maintain the documentation archive specific to each implementation. Required Skills, • At least 5 years of hands-on experience in project management, preferably in the financial services industry., • Experience implementing customer service automation, preferably solutions incorporating AI and ideally agentic AI., • Working knowledge of the regulatory, security, and governance needs of financial institutions., • Strong ability to communicate clearly with technical and non-technical stakeholders from the trenches to the C-suite., • General knowledge of Java or Python sufficient for building, enhancing, and debugging proprietary tools., • Comfortable with solving problems in a complex and ambiguous context., • Willingness to "wear many hats" and "roll up your sleeves" as is common in a fast-paced, nimble company such as ours., • Bachelor's degree in Computer Science, Engineering, or a related field.Desired Skills, • Proficiency with AWS and Azure environments., • Capable of building production-ready scripts or code for data manipulation and API integration, either directly or using AI tools., • Experience with banking platforms such as Candescent, Q2, FIS, and Jack Henry., • Familiarity with voice systems and modern telephony., • Understanding of contact center architecture and operations., • Conversational Spanish fluency, ideally as a native speaker.What We Offer, • Base salary of $110,000 to $130,000, commensurate with experience., • Comprehensive benefits package., • Collaborative work environment within a small team focused on delivery projects., • Hands-on experience with leading AI technology. Unfortunately, we are unable to provide visa sponsorship now or at any time in the future, and relocation assistance will not be provided. About Kasisto Kasisto delivers AI you can bank on. We enable financial institutions around the world to deploy intelligent digital agents that are trusted, compliant, and deeply knowledgeable about assisting both employees and customers. Our agentic AI platform, KAIgentic, allows organizations to tap into a wide range of knowledge sources and integrate with their operational infrastructure, enabling conversational assistance through websites, mobile apps, and voice communications.

Job DescriptionStrength in Trust OneTrust's mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn't slow teams down—it should accelerate what's possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. The Challenge This role is critical to supporting OneTrust's continued global growth by ensuring strong, accurate, and scalable non‑U.S. tax compliance across an increasingly complex international footprint. The successful candidate will lead and evolve global tax operations while partnering closely with Accounting, Legal, and Finance to enable the business and manage risk. The opportunity lies in building well‑governed, future‑ready tax processes amid changing international tax regulations. For the right leader, this role offers meaningful impact, visibility, and the chance to shape how tax supports OneTrust's mission of trust and transparency worldwide. Your Mission • Own and lead global non-U.S. tax compliance, including income tax, local taxes, VAT, GST, and property tax, • Provide day to day people leadership, including workload management, performance management, and professional development of direct reports, • Manage and monitor the maintenance of records for withholding tax or other taxes related to international operations to ensure foreign tax credits are reported accurately and timely, • Partner with various teams, including accounting, legal, and finance on a variety of initiatives, • Research various tax compliance matters and determine impact of new tax legislation, • Prepare/Review non-US tax provisions, both local statutory, and US GAAP, and components of the global tax provision, • Drive continuous improvement by designing, refining, and documenting tax policies, processes, controls, and system workflows to support a scalable, well-governed tax function, • Assist with the day-to-day tax operations of our growing business, • Lead and contribute to special projects as necessary You Are, • 6+ years general tax experience with significant experience with EMEA and/or APAC Corporate income tax and VAT/GST issues, including 2+ years public accounting, • Degree in Taxation or similar, • Familiar with transfer pricing, tax accounting and international tax concepts, • Detail oriented with ability to work independently, be flexible, learn new things, multi-task, prioritize, and meet deadlines, • Sound judgment and ability to provide recommendations regarding policy and strategy, • Strong analytical, research and critical thinking skills as well as decision-making skills, • Ability to work well in a team environment., • Solid organizational skills, especially ability to meet project deadlines with a focus on details, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Outstanding communication (oral and written) skills, • Excellent interpersonal skills and attention to detail are essential For California, Colorado, Connecticut, Nevada, New York, Rhode Island, and Washington-based candidates: the annual base pay range for this role is listed below. Within this range, individual pay is determined by several factors, including location, job-related skills, work experience, and relevant education and/or training. This role may also be eligible for discretionary bonuses, equity, and/or commissions, as well as benefits. Salary Range$112,500—$168,750 USDWhere we Work We are embracing an office-first culture, encouraging three days a week in office for most roles, with meaningful opportunities to collaborate and celebrate in person. Each role may have specific requirements or flexibility depending on the scope of the position, so we encourage you to verify this with your recruiter during your first interview. Benefits As an employee at OneTrust, you will be part of the OneTeam. That means you'll receive support physically, mentally, and emotionally so that you can do your best work both in and out of the office. This includes comprehensive healthcare coverage, flexible PTO, equity RSUs, annual performance bonus opportunities, retirement account support, 14+ weeks of paid parental leave, career development opportunities, company-paid privacy certification exam fees, and much more. Specific benefits differ by country. For more information, talk to your recruiter or visit onetrust.com/careers. Resources Check out the following to learn more about OneTrust and its people: • OneTrust Careers on YouTube, • @LifeatOneTrust on InstagramYour Data You have the right to have your personal data updated or removed. You also have the right to have a copy of the information OneTrust holds about you. Further details about these rights are available on the website in our Privacy Overview. You can change your mind at any time and have your personal data removed from our database. In order to do this you must contact us and let us know you wish to be removed. The request should be made on the Data Subject Request Form. Recruitment fraud warning: OneTrust is aware of scams involving false offers of employment with our company. The fraudulent jobs, interviews and job offers use fake websites, email addresses, group chat and text messages. Be aware that we never ask candidates for personal information, IDs or bank information during the interview process. We do not interview prospective candidates via instant message or group chat, and do not require candidates to purchase products or services, or process payments on our behalf as a condition of any employment offer. Please note that any legitimate interview availability requests will come directly from a OneTrust recruiter with an "@onetrust.com" email address. You may also receive legitimate emails from "@us.greenhouse-mail.io". Recruiters will only reach out to candidates who have applied for a role through our ATS (Greenhouse) or prospects via LinkedIn InMail. Job offers will come from a recruiter and may have a "@docusign.net" email address. For more information or if you have been targeted please reach out to askrecruiting@onetrust.com. Our Commitment to You When you join OneTrust you are stepping onto a launching pad — the countdown has begun. The destination? A career without boundaries working alongside a diverse and inclusive crew who is passionate about doing meaningful work. As a pioneer, your voice and expertise will help chart the direction of an entirely new category. Our commitment to putting people first starts with you. Your growth is part of the mission. Our goal is to give you the power to embark on the next phase of your uniquely, unique career. OneTrust 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 local laws.

Job Description Be Part Of A High-Performing Team: Join a respected global financial services organization supporting critical compliance operations across the banking environment. This team plays an important role in protecting customer data integrity, strengthening financial crimes controls, and ensuring Know Your Customer processes align with internal standards and regulatory expectations. The environment is detail-driven, deadline-conscious, and collaborative, with a strong focus on accuracy, escalation discipline, and operational excellence. What's In Store For You: Engagement: W2 only (no C2C/1099) This is a remote contract opportunity supporting compliance operations for a major banking institution. The role offers exposure to KYC quality control, AML/BSA/OFAC regulatory processes, customer due diligence documentation, and cross-functional compliance operations. How You Will Make An Impact • Perform quality control reviews of KYC, CIP, due diligence, enhanced due diligence, periodic review, and customer profile documentation., • Review work completed by KYC/ACG Analysts to ensure accuracy, completeness, and alignment with internal procedures., • Validate that required documentation, verification materials, and search evidence are properly captured in the KYC system., • Identify gaps, inconsistencies, or missing information and work with relationship management or internal stakeholders to resolve issues within required timelines., • Escalate confirmed or suspected name matches, adverse media concerns, or other material risk indicators to appropriate compliance leadership., • Support operational efficiency by troubleshooting routine and moderately complex KYC/CIP system issues., • Contribute to compliance program integrity by ensuring adherence to AML, BSA, OFAC, and financial crimes compliance standards., • Partner with legal, risk, operations, and compliance teams to help resolve regulatory or documentation-related concerns. Are you a proven KYC/AML compliance quality control professional? • 3–5 years of specialized experience in financial services, compliance operations, KYC, AML, or back-office banking operations., • Strong technical knowledge of AML, Bank Secrecy Act, OFAC, CIP, KYC, customer due diligence, and enhanced due diligence requirements., • Experience reviewing KYC folders, customer profiles, periodic reviews, verification documents, alerts, or compliance cases., • Ability to interpret policies, procedures, and regulatory expectations with strong attention to accuracy and documentation quality., • Strong analytical, research, critical thinking, and problem-solving skills., • Proficiency with compliance systems and Microsoft Office applications., • Strong written and verbal communication skills with the ability to escalate issues clearly and appropriately., • BA/BS preferred, or equivalent experience., • CAMS certification preferred.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Investment Banking Expert Type: Contract Compensation: $1,750–$2,150 per completed task Location: Remote Role Responsibilities • Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, pitch materials, and deal structuring., • Create realistic scenarios based on investment banking workflows such as deal screening, due diligence, and syndication processes., • Annotate, label, and validate data across investment banking use cases like financial statement analysis and capital structure optimization., • Provide structured feedback on AI accuracy in areas like SEC regulations, deal documentation, and financial terminology., • Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI. Qualifications Must-Have • 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank., • Background in areas such as M&A advisory, equity or debt capital markets, leveraged finance, or restructuring., • Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks., • Clear written communication and attention to detail. Preferred • Series 7, 63, 79 or CFA designation., • Experience in industry coverage groups like TMT, healthcare, industrials, or FIG. Compensation & Legal • Task Completion Pay: Competitive and based on task quality., • Performance Bonus: Weekly bonus incentive for top performers., • Hourly Opportunity: Transition to an hourly compensation model for sustained quality. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success stems from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy attracts individuals with an edge which contributes to our consistent success. As an Experienced Discretionary Energy Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities across global energy markets. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 3 years. This is a senior risk-taking role that will be a key idea generator for the desk. The ideal candidate would work hybrid from our headquarters in Chicago, IL or office in White Plains, NY, though we are open to remote candidates. What you'll do: • Manage your own trading book with a focus on energy markets such as refined products, natural gas, and power, • Manage your own risk across a portfolio of active strategies and drive trading decisions, • Analyze market fundamentals including supply/demand dynamics, storage levels, weather patterns, geopolitical developments, and regulatory changes, • Interpret price action, spreads, and order flow to identify trading opportunities, • Develop, test, and refine discretionary or systematic-informed strategies using historical and real-time market data, • Continuously monitor market conditions, news, and macroeconomic and energy-specific events, • Monitor material changes in levels of risk and variance in PnL, especially focused around deviation from your plans, and proactively communicate those changes to leadership What we'd like to see: • Experience trading energy products such as natural gas or power., • Nice-to-have experience includes emissions markets, biofuels, Renewable Energy Certificates, or cross-commodity trading, • Proven track record independently managing a PnL, or being a senior member of a team driving strategy, • Prior Proprietary Trading or Hedge Fund PM experience strongly preferred, • Larger bank or physical trading shop experience may be considered if significant decision-making autonomy existed, • Defined discretionary edge in energy markets such as fundamental modeling, weather-driven analysis, flow-based insights, or relative value/spread trading, • Strong understanding of energy market structure (e.g., storage, transportation, seasonality, regional dislocations), • Entrepreneurial mindset with competitive nature, • Excellent communication and interpersonal skills with the ability to work both autonomously and as a team player, • Quant skills and data literacy are a plus but not required; ability to incorporate data into decision-making is preferred, • Openness to feedback and willingness to adapt your trading style with changes in market conditions, • 3+ years of verified, risk-adjusted profitability The approximate annual base compensation range for this position in Chicago, IL and New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include, but are not limited to, the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits Highlights • Gelber offers a wide range of benefits to full-time employees in order to meet you and your covered dependents needs. Our comprehensive benefits offering includes:, • Traditional and Roth 401(k) retirement program, • Comprehensive health benefits including medical coverage provided by Blue Cross and Blue Shield (PPO and HDHP/HSA) and dental coverage, • Tuition reimbursement for Graduate courses (taken after employment begins), • Flexible Spending Accounts for health care and dependent care; pre-tax commuter benefits for parking and transit expenses, • Life insurance and long-term disability coverage, • Generous vacation time, paid holidays, and paid parental leave, • Enjoyable collaborative and open work environment, • Employee referral bonus program, • Charitable giving and company matching opportunities, • Casual, relaxed dress code If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional’s practice. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals-based financial planning process, • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices, • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings, • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation, • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics, • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes, • Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning, • Operate as a bridge to the various platforms that represent the firm’s product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications: • Minimum of 7 years’ experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies, • Bachelor’s degree in business, finance, accounting or related field required, • Active CFP® financial professionals designation required, • FINRA Registration: Series 7 and 66 (or 63 and 65) required, • Active state life and health insurance license required, • Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required, • Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software, • The ability and flexibility to travel, approx. 10-25% of the year, • Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members, • Excellent time management skills, • Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time., • High ethical standards geared toward putting the clients’ best interest first, • Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals, • Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure, • Strong working knowledge of Microsoft Office suite, • Strong attention to detail Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWho we are The real world is the next frontier, and at Metropolis, we are creating the artificial intelligence to make it responsive. We are pioneering the Recognition Economy — a future where mundane repetition disappears and being known unlocks access, comfort and belonging everywhere you go. From transforming parking into a seamless drive-in, drive-out experience for millions of Members to expanding our intelligence layer across retail and hospitality, we are building a world that feels instinctive and magical. The future isn't coming; it's here, and we need builders, innovators and problem solvers to help us create it. Who you are Metropolis is seeking a Staff Accountant to join our team. You're a career-oriented accounting professional ready to join an innovative AI company at the forefront of the Recognition Economy. You will be a vital contributor to our mission to build a frictionless, connected, and human world, starting with reimagining mobility. At Metropolis, you'll build your career in a dynamic, tech-forward Finance environment with broad exposure to accounting, tax, and client reporting functions. Your responsibilities will be centered on foundational transactional accounting, account reconciliation, and essential support for the monthly close process and compliance efforts. These activities are crucial for maintaining the integrity of our financial records under US GAAP, client reports and preparing data for Tax compliance and filings. What you'll do • Prepare and post routine journal entries, ensuring they are properly documented and adhere to established US GAAP policies, • Execute bank reconciliations, investigating and resolving discrepancies in a timely manner, • Complete monthly balance sheet account reconciliations (e.g., prepaids, accrued expenses, and certain intercompany accounts), • Assist with the maintenance of the fixed asset subledger, recording additions, transfers, and disposals, • Assist the AP function by entering vendor invoices, verifying proper approval, and reconciling vendor statements, • Determining month end accruals with heightened focus on significant vendors, • Preparing monthly financial statements for Real Estate Partners in accordance with contractual agreements, • Prepare basic accruals and schedules to assist with complex close procedures, • Complete indirect tax filings, • Support the Tax team by gathering data for various tax filings, ensuring alignment with Tax Code requirementsWhat we're looking for, • Bachelor's degree in Accounting or a related field, • Professional accounting experience and a CPA candidate, • Exhibit a proactive desire to rapidly acquire accounting experience, translating learning and real-world experience directly into operational accounting tasks and process improvement, • Strong communication skills with ability to engage across multiple functions, • Exceptional attention to detail and accuracy in high-volume processes, • Strong analytical skills and collaborative team approach, • Interest in leveraging technology and AI tools to streamline accounting processes 4 Days in Office: Metropolis values in-person collaboration to drive innovation, strengthen culture, and enhance the Member experience. Our corporate team members hold to our office-first model, which requires employees to be on-site at least four days a week, fostering organic interactions that spark creativity and connection. When you join Metropolis, you'll join a team of world-class product leaders and engineers, building an ecosystem of technologies at the intersection of parking, mobility, and real estate. Our goal is to build an inclusive culture where everyone has a voice and the best idea wins. You will play a key role in building and maintaining this culture as our organization grows. The anticipated base salary for this position is $70,000.00 USD to $80,000.00 USD annually. The actual base salary offered is determined by a number of variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held, and the location of residence and/or place of employment. Base salary is one component of Metropolis' total compensation package, which may also include access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, a lucrative stock option plan, bonus plans and more. #LI-WT1 #LI-Onsite Metropolis may utilize an automated employment decision tool (AEDT) to assess or evaluate your candidacy for employment or promotion. AEDTs are used to assist in assessing a candidate's application relative to the required job qualifications and responsibilities listed in the job posting. As part of this process, Metropolis retains data relevant to your candidacy, including personal information, for a period that is reasonably necessary for the use of the tool. If you are hired for the position, your data may become part of your employee records. Metropolis Technologies is an equal opportunity employer. We make all hiring decisions based on merit, qualifications, and business needs, without regard to race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Job Description Job Description The Bank Secrecy Act Analyst works on a team that performs monitoring of daily BSA-related bank functions to ensure conformity and adherence with all applicable BSA/AML, USA Patriot Act, and OFAC related laws and regulations, performs a variety of routine daily tasks, prepares CTR reporting and correspondence, participates in special department projects, and assists the BSA Officer as needed. Responsibilities include reviewing CTRs daily, preparing CTRs for e-filing, monitoring customer transactions, reviewing account opening documents, resolving account activity alerts and assisting in investigation and preparation of suspicious activity cases and writing narrative summary of findings to report to the BSA/AML Officer. Reports To • BSA/AML Officer Primary Responsibilities • Responsible for reviewing new account documentation to ensure the Bank follows BSA policy pertaining to CIP and KYC and that all new accounts are established following current procedures., • Responsible for reviewing alerts generated by the AML monitoring system for compliance with BSA/AML regulations and reporting of accounts where potential suspicious/unusual activity has been noted., • Communicates with branch personnel and management to obtain and validate client information and are responsible to ensure all discrepancies are documented and resolved., • Perform independent analysis for cases involving potential suspicious activity., • Perform continuing activity reviews, detect, and monitor suspicious activity and possible money laundering patterns. Further researches and completes Suspicious Activity Reports (SARs) and submits to management for approval., • Perform OFAC alerts review that are generated by the internal system and guide MFS Branch network on potential OFAC hits., • Review and prepare Currency Transaction Reports (CTRs) for e-filing., • Perform research to review and update Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD)., • Conduct periodic reviews of high-risk accounts and customers (EDD Reviews)., • Retain and complete ongoing external education and training for AML/BSA Compliance to stay current with changes in BSA and related laws and regulations., • Participate in department projects as needed., • Any or all other duties as assigned. Desired Skills & Experience • Minimum of 1 to 3 years of direct work experience in BSA risk analysis or equivalent with related experience in other areas of banking and/or financial investigations., • Working knowledge and understanding of general OFAC, BSA/AML, and USA PATRIOT ACT and risk management principles., • Knowledge of core banking systems., • Knowledge of BSA monitoring systems., • Strong Knowledge of CIP and KYC account documentation requirements for business and consumer accounts., • Internet research skills, • Must have excellent time management, verbal, and written communication skills., • Strong proficiency in Microsoft Word, PowerPoint and Excel., • Sound analytical and problem-solving skills., • Good organizational skills, along with the willingness to take the initiative to meet deadlines and manage multiple tasks., • Detail oriented with a strong emphasis on quality of work., • Ability to work independently and in a team setting., • Ability to maintain confidentiality of sensitive material., • Knowledge of Verafin system, is a plus, • CAMs certification is desirable., • Completion of CAMs certification required within the first year of employment

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the Team & Role: As the VP/AML Compliance, you will lead a dedicated team responsible for monitoring and enforcing anti-money laundering policies and procedures. Your leadership will be crucial in ensuring compliance with regulatory requirements and safeguarding the integrity of our financial services. You will work closely with internal and external stakeholders to identify and mitigate risks, providing expert guidance and oversight. This role must be based at the specified office locations, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Office Location: Jersey City, NJ This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Requirements What you do • Oversee and manage the firm’s AML compliance program in accordance with the Bank Secrecy Act (BSA), USA PATRIOT Act, and applicable FINRA, SEC, and state regulations., • Act as a subject-matter expert on all AML-related matters, including CDD, EDD, transaction monitoring, sanctions screening, and SARs., • Design, enhance, and optimize AML data flows, reporting, and surveillance processes to improve efficiency and reduce manual review., • Partner with Technology, Operations, and Data teams to implement and refine AML systems, automation, and controls; Actimize experience is a strong plus., • Manage AML alerts, investigations, and escalations, ensuring timely and accurate regulatory filings., • Maintain AML WSPs, risk assessments, and internal controls., • Monitor regulatory developments and ensure ongoing compliance with FINRA, SEC, and state requirements., • Prepare for and respond to regulatory exams, audits, and inquiries., • Influence business decisions by providing risk-based compliance guidance., • Build and maintain strong internal and external relationships., • Provide guidance and training to AML staff and stakeholders. What you offer • Required: Broker-dealer experience, FINRA Series 7 License., • Required Series 24 (or ability to obtain within 4 months of hire)., • Significant AML experience within a FINRA-registered broker-dealer., • In-depth knowledge of current FINRA, SEC, state, and related regulations and rules., • Strong background in AML data, systems, and reporting., • Familiarity with Actimize or similar platforms preferred., • Excellent written and verbal communication skills, with the ability to produce clear, concise reports., • Knowledge of futures and event contracts is a plus. Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000 - $160,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About the Role: The Accounts Receivable Clerk plays a crucial role in maintaining the financial health of our organization by ensuring timely collection of payments and accurate processing of invoices. This position is responsible for managing customer accounts, tracking outstanding invoices, and reconciling bank statements to ensure all transactions are accurately recorded. The successful candidate will contribute to the overall efficiency of the finance department by implementing best practices in accounts receivable processes. Additionally, this role involves collaborating with other departments to resolve discrepancies and improve cash flow. Ultimately, the Accounts Receivable Clerk will help to enhance customer satisfaction through effective communication and prompt resolution of billing inquiries. Minimum Qualifications: • High school diploma or equivalent., • Proven experience in accounts receivable or a similar financial role., • Strong understanding of accounting principles and practices. Preferred Qualifications: • Associate's degree in accounting or finance., • Experience with accounting software and ERP systems., • Knowledge of relevant regulations and compliance standards. Responsibilities: • Post payments to customer accounts and ensure accurate record-keeping., • Process and issue invoices in a timely manner, ensuring compliance with company policies., • Perform bank reconciliations to verify that all transactions are accounted for., • Manage accounts receivable collections, including following up on overdue accounts., • Assist in preparing reports on receivables and cash flow for management review. Skills: The required skills in accounts receivable are essential for the daily management of customer accounts and financial transactions. Proficiency in posting payments and processing invoices ensures that the financial records are accurate and up-to-date. Skills in bank reconciliation are utilized to verify that all incoming payments are correctly reflected in the company's accounts. Additionally, strong communication skills are necessary for effective collections and resolving any billing issues with customers. Preferred skills, such as familiarity with accounting software, enhance the efficiency of these processes and contribute to the overall success of the finance team. t t

Job Description Primary function is to support the bank’s investor relations functions and process which includes preparing investor presentations and assisting with responding to questions/requests from external Bank analysts. Prepare ad hoc reports/analysis for senior management or for external reporting as needed. Secondary function is to support the FP&A process which includes generating the company’s budget and preparing the materials for reporting the Bank’s quarterly financial results. Assist with reporting variances between actual and budget results at the business unit level. Key Responsibilities: 1. Prepare investor presentations, 2. Assist with external requests from Bank analysts, 3. Assist with public regulatory filings, 4. Closely follow the Bank’s stock performance and identify/analyze market trends or anomalies and report to senior management, 5. Assist with the quarterly financial reporting process, 6. Assist with the generation of the company budget, 7. Perform ad hoc requests (analysis and reporting) for functional leaders and senior management, 8. Collaborate with various departments, including finance, legal, and marketing, to gather and analyze financial and non-financial data for investor reporting purposes, 9. Collaborate with internal communications and marketing partners to ensure consistency in messaging and alignment of internal and external communications, 10. Perform other duties as directed Knowledge, Skills and Experience Requirements: 1. Bachelor’s degree or equivalent experience; BS in Finance, Accounting, Economics or related field preferred, 2. Strong quantitative skills and analytical rigor, 3. High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis, 4. Advanced proficiency in Microsoft Excel, SQL, Axiom and/or other financial reporting platforms, 5. Proficient with MS suite PowerPoint, Excel, Word and prior experience with financial management/budgeting applications, 6. Ability to handle multiple projects simultaneously and work well under pressure, 7. Excellent interpersonal, verbal, and written communication skills Our job titles may span more than one career level. The starting base salary for this role is between $70,000 – $80,000. 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 Elevate your career, perform when it counts: become part of our global financial consulting evolution! Your role: Zanders specializes in treasury & risk management solutions, and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition not only to further grow in corporate treasury and technology solutions, but also to contribute to the development of our capabilities in the USA and wider, global team. We are looking for a candidate with a strong core treasury knowledge and proven experience in implementing and configuring FIS Integrity. In this position you will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow. Key Responsibilities: Contribute in end-to-end FIS Integrity implementation projects - project scoping, planning, design, configuration, testing and go-live. Provide support to clients during the implementation, understanding their treasury management requirements, advising on best practices, and ensuring solutions provided align with their needs and objectives. Being part of cross-functional teams, including technical, functional, and clients' resources, to ensure smooth and timely execution of project deliverables. Updating stakeholders on project status, timelines, risks, and deliverables, ensuring transparency and proactive issue management. Advising clients surrounding their treasury technology solutions. This could include re-defining current technology practises, vendor selection and implementation of treasury technology solutions. Identifying new business/project opportunities both locally and internationally. Playing a part in commercial activities such as presentations, RFP’s, events and networking. Managing treasury advisory projects from start to finish, ensuring that deliverables are submitted to clients at a high quality, on a timely basis and in line with the agreed engagement terms. Skills to be successful Minimum 4-6 years of engagement in implementation of FIS Integrity Treasury Management System and other related tools such as SWIFT, trading portals and market data providers. Knowledge in Treasury & Risk Management, Cash Management, Treasury Management Systems, In-House Banking, Payment Factories, Bank Connectivity. Extremely client focused and experienced in resolving challenging problems and creating practical solutions. Strong team player with experience in project management and/or leading projects. Relevant professional qualifications including a Bachelors or Masters. Background from a consulting environment is advantageous. Business fluent (or native) English is required. Willingness to travel to locations as needed for project engagement. Comfortable working independently in a hybrid environment. If you don't quite fit all of these requirements, please don't be afraid to apply - We can also consider someone at a Senior Consultant level. We offer: A flexible work environment, that promotes a healthy work-life balance, Participation in the Zanders bonus scheme, 30 holiday days, An enhanced Safe Harbor plan, Excellent health, dental and vision insurance. A laptop and an iPhone, An entrepreneurial culture that values personal development, with ample room for initiatives, Expertise in your chosen field, building skills rapidly alongside diverse clients and consultants, A truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology, An annual Zanders' trip to a (surprise) location in Europe and many more exciting experiences to come! About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Financial Services Sales & Marketing Expert Type: Contract Compensation: $45–$65/hour Location: Remote Role Responsibilities • Build a realistic digital workspace centered on the Drive folders you use day-to-day, including pitch decks, client briefs, and campaign calendars. Incorporate platforms like Salesforce Financial Services Cloud, HubSpot, or Marketo., • Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps, files, and stakeholders., • Collaborate with other financial-services sales and marketing experts to design environments, shape task scope, and review scenarios for realism and rigor., • Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks., • Contribute to frontier AI research and benchmarking. The work produced directly informs how leading labs train and evaluate the next generation of AI systems. Qualifications Must-Have • 3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer., • Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing., • Day-to-day use of Salesforce Financial Services Cloud, HubSpot/Marketo, and Tableau/Power BI., • Strong analytical thinking and writing skills to translate financial-sales/marketing workflows into structured task specs. Preferred • Series 6/7/63/65/66 or insurance licenses., • Familiarity with FINRA/SEC marketing rules. Compensation & Legal • Expected to begin on an effective hourly rate, transitioning to compensation based on throughput of quality work. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job DescriptionStrength in Trust OneTrust's mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn't slow teams down—it should accelerate what's possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. The Challenge Data Platform Engineer will be part of an innovative Enterprise data team that enables Marketing, Product, Sales, and Finance to explore data and take actions that differentiate us from our competition. You will work closely with data engineers, data architects, domain experts and business analysts to understand business requirements and help to build best in class data platform solutions and architecture for scale. Your Mission • You will work closely with data engineers, data architects, domain experts and business analysts to understand business requirements and help to build best in class data platform solutions and architecture for scale., • Build and automate modern data platforms (AWS, AZURE, Snowflake) with native technologies, deploy applications, and provision of infrastructure., • Perform Administration, Maintenance and provide support to production systems (Snowflake, Fivetran, DBT, Power BI, Airflow), • Build and maintain CI/CD pipelines and infrastructure as code (IaC) practice across the platform for safe and reproducible deployments., • Design, build and implement automation framework for scale that deliver data with measurable quality under the SLA, • Drive technical conversations with stakeholders to understand the platform's needs and come up with a provisioning strategy., • Work effectively using scrum with multiple team members to deliver value effectively., • Reduce technical debt over time with root cause identification, issue resolution and promote best practices across the platform You Are This hands-on technical role demands excellent knowledge and can demonstrate best practices in the industry. Your Experience Includes • Bachelor's or master's degree in computer science, Engineering or related field, • 3+ years of overall experience and 3+ years of experience with very large-scale data warehouse projects., • Strong experience in SQL, knowledge of dimensional modeling, supporting data warehouse, scaling, optimizing and performance tuning ETL pipelines, • 1+ years of experience with Python and manipulation of various data formats for extraction and transformation, • 1+ years of experience with Snowflake, Airflow, ETL/Integration tools administration., • Hands-on experience with Data Warehouse technologies (Snowflake, Redshift) and Big Data technologies (Hadoop, Hive, Spark, Kafka, Kinesis), • Experience evaluating new tools and enriching existing architecture, • You are a self-starter, hands-on technical expert who continuously gather and synthesize high-impact needs from business partners, design and implement the appropriate technical platform solution, and effectively communicate about deliverables, timelines and tradeoffs For California, Colorado, Connecticut, Nevada, New York, Rhode Island, and Washington-based candidates: the annual base pay range for this role is listed below. Within this range, individual pay is determined by several factors, including location, job-related skills, work experience, and relevant education and/or training. This role may also be eligible for discretionary bonuses, equity, and/or commissions, as well as benefits. Salary Range$81,150—$121,725 USDWhere we Work We are embracing an office-first culture, encouraging three days a week in office for most roles, with meaningful opportunities to collaborate and celebrate in person. Each role may have specific requirements or flexibility depending on the scope of the position, so we encourage you to verify this with your recruiter during your first interview. Benefits As an employee at OneTrust, you will be part of the OneTeam. That means you'll receive support physically, mentally, and emotionally so that you can do your best work both in and out of the office. This includes comprehensive healthcare coverage, flexible PTO, equity RSUs, annual performance bonus opportunities, retirement account support, 14+ weeks of paid parental leave, career development opportunities, company-paid privacy certification exam fees, and much more. Specific benefits differ by country. For more information, talk to your recruiter or visit onetrust.com/careers. Resources Check out the following to learn more about OneTrust and its people: • OneTrust Careers on YouTube, • @LifeatOneTrust on InstagramYour Data You have the right to have your personal data updated or removed. You also have the right to have a copy of the information OneTrust holds about you. Further details about these rights are available on the website in our Privacy Overview. You can change your mind at any time and have your personal data removed from our database. In order to do this you must contact us and let us know you wish to be removed. The request should be made on the Data Subject Request Form. Recruitment fraud warning: OneTrust is aware of scams involving false offers of employment with our company. The fraudulent jobs, interviews and job offers use fake websites, email addresses, group chat and text messages. Be aware that we never ask candidates for personal information, IDs or bank information during the interview process. We do not interview prospective candidates via instant message or group chat, and do not require candidates to purchase products or services, or process payments on our behalf as a condition of any employment offer. Please note that any legitimate interview availability requests will come directly from a OneTrust recruiter with an "@onetrust.com" email address. You may also receive legitimate emails from "@us.greenhouse-mail.io". Recruiters will only reach out to candidates who have applied for a role through our ATS (Greenhouse) or prospects via LinkedIn InMail. Job offers will come from a recruiter and may have a "@docusign.net" email address. For more information or if you have been targeted please reach out to askrecruiting@onetrust.com. Our Commitment to You When you join OneTrust you are stepping onto a launching pad — the countdown has begun. The destination? A career without boundaries working alongside a diverse and inclusive crew who is passionate about doing meaningful work. As a pioneer, your voice and expertise will help chart the direction of an entirely new category. Our commitment to putting people first starts with you. Your growth is part of the mission. Our goal is to give you the power to embark on the next phase of your uniquely, unique career. OneTrust 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 local laws.

Job Description Hazen and Sawyer is looking for a Collections Specialist for our Corporate New York City office to assist the Accounts Receivable Team in managing and recovering outstanding debts owed to the company. Work Setting: • Hybrid (3 days in office; 2 days remote) Key Responsibilities: • Core Duties, • Proactively monitor A/R accounts and communicate with A/R Manager, other internal staff, and (when requested) clients to collect payments., • Respond to inquiries regarding status of payments received., • Prioritize collections based on ease of recovery, dollar amount, age, etc., • Generate A/R reports as needed., • Regularly follow up on problematic clients/projects., • Effectively communicate and resolve issues arising from misapplied cash receipts, subconsultant payment issues, etc., • Assist with A/R details during annual audit, • Maintain detailed records., • Additional Duties, • Deposit check payments into bank accounts through the bank website or in person., • Assist with applying cash receipts (from checks and EFTs) in Deltek Vantagepoint., • Assist with conversion to EFT remittance from clients and payments to vendors., • Work on special projects as needed., • Additional responsibilities as position evolves. Required Skills and Qualifications: • Associate degree or higher in Finance, Accounting or business is preferred, with 3 - 5 years’ experience at a professional consulting firm., • Strong computer skills in MS Office and Windows applications required., • Must demonstrate exceptional verbal and written communication skills., • Ability to multi-task, work collaboratively as well as independently in a fast paced, deadline-driven environment., • Must be well organized, detail oriented, and a skilled problem solver., • Must be proficient in working with numbers in large volumes., • Must be reliable, flexible, and be able to work occasional overtime if required, i.e., during month-end closing., • Experience with government clients is preferred., • Experience with Deltek Vantagepoint is preferred. What We Offer: • Comprehensive health benefits (medical, dental, vision, and prescription plans), • Pre-tax flexible spending plans for medical, dependent care, and transportation, • Short and long-term disability, and employer paid life insurance, • Paid holidays, floating holidays, and paid time off (PTO), • Employer-contributed 401(k) plan and additional financial planning support, • Professional growth opportunities, including tuition reimbursement, in-house training, and incentives for professional registration and professional organization memberships, • Starting pay range for this position depends on skills, experience, education and geographical location

Job DescriptionSalary: $70,000-80,000 per year Accountant Location: New York, NY Work Environment: This position is based in our Midtown Manhattan office. Regular in-office attendance is required; this is not a remote position. Employment Type: Full-Time Salary Range: $70,000 $80,000 annually Reports To: Controller Position Summary We are seeking a motivated and detail-oriented Accountant to join our finance team. This role will support day-to-day accounting operations with a strong focus on reconciliations, inventory accounting, and core accounting functions. The ideal candidate will have 57 years of accounting experience, strong analytical skills, and the ability to work both independently and collaboratively in a fast-paced environment. Experience in wholesale, fashion, apparel, or consumer products is preferred. Key Responsibilities Core Accounting Functions • Prepare and maintain general ledger entries and supporting documentation, • Assist with month-end and year-end close processes, • Perform account reconciliations including bank, credit card, accrual, and balance sheet reconciliations, • Review financial data for accuracy and resolve discrepancies, • Support accounts payable and accounts receivable activities as needed, • Maintain organized accounting records and documentation Inventory & Operational Accounting • Reconcile inventory balances and assist with inventory tracking and reporting, • Support inventory adjustments, transfers, and cost analysis, • Assist in monitoring inventory accuracy across systems and warehouse reporting, • Work closely with Operations, Production, and Warehouse teams to resolve discrepancies and improve reporting accuracy Financial Reporting & Analysis • Assist with preparation of financial reports and schedules, • Support audit requests and provide documentation as needed, • Help identify process improvements and strengthen internal controls, • Participate in special accounting projects and operational initiatives Qualifications • 57 years of accounting experience, • Strong understanding of core accounting principles and reconciliations, • Experience with inventory accounting required, • Proficiency in QuickBooks and Microsoft Excel required, • Strong analytical, organizational, and problem-solving skills, • Ability to manage multiple priorities and meet deadlines, • Excellent attention to detail and accuracy, • Associates or Bachelors degree in Accounting, Finance, or related field preferred Preferred Experience • Experience in fashion, apparel, wholesale, or consumer products industry, • Experience working in a small to mid-sized business environment, • Familiarity with inventory systems and operational accounting processes

Job DescriptionDescription: About Us: As a leading federally chartered mortgage bank, we operate across all 50 states, providing top-notch financial solutions. We are committed to empowering our clients and team with unparalleled service and support. Position Overview: We are seeking seasoned Senior Mortgage Bankers with a proven record of success and a high level of financial motivation. This role is ideal for professionals aiming to earn $150,000 or more annually, who have demonstrated stability in their career path—typically having held three or fewer positions in the past five years. What We Offer: • Extensive marketing strategies with significant investment, eliminating the need for self-generated business., • Detailed sales processes to guide you to success., • Best in industry compensation structure for bankers provided with leads., • Comprehensive training program designed to expedite your earnings., • Access to cutting-edge AI tools to enhance business generation., • Federal charter allowing operations across all 50 states., • Experienced in-house operations staff for seamless Processing, Underwriting, and Closing., • Quick loan closing times, with a goal of 35 days or less., • Specialization in VA lending, FHA, jumbo, and conventional loans., • Remote working environment with abundant support staff., • Ongoing coaching and training from top industry sales leaders. Key Responsibilities: • Originate loans across the United States without the need for state-specific licenses., • Leverage our comprehensive systems to connect with clients., • Collaborate effectively with team members and Operations partners., • Utilize our vast marketing resources and in-house systems to drive success., • Manage time efficiently to handle a high volume of inbound leads.Requirements:, • Proven experience and success as a mortgage banker., • No more than three different job roles within the last five years., • Highly motivated by financial success, aiming for $150,000+ annual earnings., • Strong work ethic and ability to quickly learn new systems., • Excellent interpersonal and communication skills., • Comprehensive knowledge of current loan guidelines and procedures., • VA and FHA lending experience strongly preferred., • Favorable credit and background check. Veterans are strongly encouraged to apply. How to Apply: Please use the link to apply and include your resume and a brief cover letter explaining your interest and experience. We can’t wait to see how you’ll shape the future of mortgage banking with us! The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Description Scope of Position: The Bookkeeper assists the ownership in financial reporting and administration. Primary Job Duties: · QuickBooks entries for MS, Sales Order, Payables, Receivables, Purchase Orders, run cc for MS, send notifications to Ownership, PM and Clients about payment received · Oversees Payroll MS, Timecards, Processing sheet, OT logs · Help with shipping to MS clients · Be able to assist other staff members with HR, Time & Attendance questions. · Purchases, placing Staples, Amazon and other orders as required (DECS & MS) · Oversee all time & attendance entries and be able to process payroll (MS) · Keep track of employee attendance, holidays, personal days. (MS) · Client requested forms ACH/wire, credit card applications, etc. (MS) · Covering for Assistant Bookkeeper when out and on vacation. · CC and Bank recs · Sales Tax and Tax filing · Insurance certificates and Insurances · IT · Contracts Additional Duties and Responsibilities: • Accomplishes all tasks as appropriately assigned or requested. Must be proficient in QuickBooks & all Microsoft Office programs.

Job Description Purpose of Position: Assist in managing the day-to-day operational integrity of the online branch and ensure the branch operates within all banking laws and regulations. Provide leadership, motivation and direction to the online staff. Expand relationships with new and existing customers, teach customers to use advanced products such as online and mobile banking applications, and ensure the delivery of a quality experience within the branch. Essential Job Functions: • Assisting in the overall management of the online branch operations. Carry out supervisory responsibilities over wire transfers, account closeouts, site visits, documentation review, etc. in accordance with Bank policies, procedures and regulatory guidelines., • Develop, train, coach and mentor online branch staff, • Develop new business relationships, expand and retain existing ones., • Conduct business calls to existing and potential customers., • Assist Online Branch manager in developing and managing the sales process for the online branch., • Approve transactions, authorizations, exceptions and adjustments., • Deliver value to our customers by exhibiting excellence at all levels through streamlined, accurate and efficient service and operational performance., • Communicate product and service features and benefits in a clear and compelling manner., • Assure that all branch records, reports and operations are accurate and timely., • Perform other duties as directed. Knowledge, Skills and Experience Requirements: • Bachelor’s degree or equivalent experience, • Three years of branch operations management experience or equivalent, • Detailed knowledge of banking procedures and regulations, • Strong communication, interpersonal and supervisory skills Our job titles may span more than one career level. The starting base salary for this role is between $70,000 – $80,000. 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 Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Position Description The Capital Markets Manager or Associate is responsible for the day-to-day management of all aspects of execution under the leadership of a Deal Lead (Director or Senior Director) or working directly with the SVP of Capital Markets. The position will focus on assigned projects and / or Corporate Facilities, and the Manager will contribute to sourcing, structuring, and managing tax equity and debt financings. Key Responsibilities • Assist in sourcing and managing tax equity and debt for projects and corporate facilities, including review of proposals and recommendation, • Includes preparation of RFP material for prospective lenders and investors, comprised of teasers and consultants reports and modeling, • Curate and maintain a dataroom, • Communicate with prospective lenders and investors during the RFP and selection process, • Perform day-to-day diligence and coordinate with technical and financial advisors as well as other Origis teams working on the Projects. Escalate any issue with the PF Director, • Prepare and monitor the preparation of third-party consultant budgets for projects as well as scope of work; ensure key reports are delivered timely and in form satisfactory to financing partners. Oversee Q&A process and ensure proper reliance, • Abide by the timeline established by the deal lead for the various workstreams, and flag any deviation or delay, • Ensure accuracy of all financial modeling aspects by working in close coordination with a member of the Investment team supporting the deal team and providing all necessary inputs and checks, • Support team lead through the deal execution and documentation through the negotiation of term sheets and financing documents together with legal counsel; support the project development and BD teams with all aspects of project documentation including third party consents and amendment as needed Ongoing Reporting, compliance and internal • Post closing, Manager is the first point of contact for compliance and reporting; track and provides all financing-related deliverables in partnership with Asset Management, • Lead day-to-day management of closed financings as assigned – including discrete construction financings, projects financed through the construction warehouse, and the Development Finance Facility, including Borrowing Base determination based on the addition of new projects and equipment or removal of projects ready to finance, in coordination with the EPC, Procurement and Business Development teams, • Administer/documentation, draws of cash and letter of credits on existing financing facilities, • Coordinate amendment and waiver processes with lenders, external counsel and third-party consultants, ensuring the preparation and delivery of all necessary documentation and reports, • Coordinate with the Investment team to provide an updated draw schedule for reporting purposes, • Update internal systems including Solaris, • Communicate with accounting and FP&A on material changes on projects Marketing / Relationship management • Support the Directors and SVP as needed with marketing material – including preparation of update decks, • Attend meetings with debt providers and tax equity investors as requested, • Establish direct work relationships with peers at tax equity and lending institutions Leadership and Management • Oversight and training of more junior team members in the deal team – ensuring that all deadlines are met and that the work product is high quality, • Mentorship of all junior team members, leading by example, both in knowledge and work ethic Other /ad-hoc: • Assist and coordinate executive reporting, including updates to investors, board material, debt compliance scorecards, external financial reporting, and disclosures, • Lead new market research and analysis, policy research, and set up databases with relevant information to enhance the Capital Markets team understanding of new commercial structures, technologies, incentives and state programs as needed, • Assist management in the acquisition and sale of projects as needed, • General support for ad hoc strategic initiatives Preferred Qualifications • Bachelor's degree, • Minimum of 4 years of relevant working experience in structured/project finance, preferably in the financial industry with a leading Project Finance lender or working for a developer or IPP, • Understanding of the renewable sector and associated capital structures including tax equity, • Experience structuring and administering financing facilities, • Awareness of the main PF lenders active in the market; existing relationships a plus, • Broad understanding of Capital Markets and of the bank market in general, including appreciation for typical processes (credit committee; KYC diligence; etc), • Robust financial modeling skills Key Attributes For Success • Excellent organizational skills, ability to manage multiple workstreams simultaneously, • Comfort reviewing and understanding project finance legal documentation including conditions precedents, reporting requirements, covenants, events of default and other key project finance concepts, • Proven ability to complete tasks under strict deadlines; accountability and ownership of assigned work, • Pride the consistent delivery of a high-quality work product, attention to detail, • Strong written and verbal communication skills both internally and externally – with third party consultants, counsels and capital providers, • Ability to work cross functionally, • High degree of initiative and decisiveness, • Problem-solving skills, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done on time and with excellent quality, • Comfort with financial modelling, • Strong contracting and negotiation skills, • Ambition to grow beyond current capabilities and role Location New York, NY (hybrid in-office policy) Travel Up to 10% travel as needed Job Level Manager – no direct reports The expected starting pay range for this role is outlined below, in addition to a competitive annual bonus and benefits, 401K, etc. This range is an estimate and base pay may be above or below the ranges provided as our individual pay is determined by several factors including, but not limited to, location, experience, education & certifications, as well as performance. New York Pay Range$130,000—$230,000 USD Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at candidateaccommodations@origisenergy.com if you would like to request help with your application.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns. We employ a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Through originations and acquisitions of asset-oriented investments across a wide array of commercial and consumer asset types (including but not limited to private direct corporate and commercial real estate bridge lending), the investment team specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions. Arena’s investment team develops and designs investment structures to meet the unique needs of each opportunity. Arena is looking to expand the investment teams through the addition of a Summer Analyst. In this role, this individual will support the senior members of the team. Ideal candidates will have a demonstrated interest in finance and investing; thrive in an intense, team-oriented environment; and be highly organized, self-motivated, and resourceful. Responsibilities: • Develop financial models and perform data / investment analysis., • Research new deal opportunities., • Perform relative value analysis., • Assist in the preparation of investment memoranda., • Participate in the transaction closing process., • Assume transaction post-closing responsibilities., • Coordinate with internal functions including Treasury and Operations. Requirements The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. • Attending a top university, ideally in a quantitative area (e.g., finance, economics, engineering or accounting)., • 0-2 years of investment banking, leveraged finance, structuring or trading experience at a bank, broker dealer or investment firm (internship experience included)., • Excellent Microsoft Excel (VBA a plus) and writing skills., • Experience with financial modeling and transaction structuring / closing is a plus., • The highest level of personal integrity and ethical standards., • A positive attitude, strong work ethic and a desire to work collaboratively across the organization., • Strong attention to detail. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation - Banking & Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: • Lead end-to-end technology implementations, from requirements gathering and planning through delivery, deployment, and post-production support, within a mid- to large-sized Investment Bank or Financial Services environment., • Own delivery across the full software development lifecycle (SDLC), including coordination of complex system-to-system integrations., • Create, execute, and manage test cases, and oversee all phases of testing including Unit Testing, System Integration Testing (SIT), Regression Testing, and User Acceptance Testing (UAT)., • Partner with business and technology teams to plan and execute UAT, including defect triage, remediation tracking, and formal sign-off., • Manage and coordinate cross-functional development teams, including Full Stack, Frontend, and Backend engineers, ensuring alignment to scope, timeline, and quality standards., • Apply appropriate delivery methodologies (Agile, Waterfall, Six Sigma, or hybrid models) based on project and organizational needs., • Conduct process analysis, develop detailed documentation, and drive continuous process improvements., • Produce and maintain project artifacts including requirements documentation, process flows, test plans, RAID logs, status reports, and governance materials., • Utilize technology and project management tools such as JIRA, Zephyr, GitLab, and Confluence to manage delivery, testing, documentation, and issue tracking., • Lead stakeholder management, including executive-level communication, participation in governance forums, and clear, concise status reporting., • Manage pre-production and production issues, including root cause analysis, escalation, coordination of resolution, and stakeholder communication in high-pressure environments., • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • 5+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Proven experience delivering end-to-end technology initiatives within an Investment Bank or Financial Services organization., • Hands-on experience with test management, including test case creation, execution, defect tracking, and UAT coordination., • Demonstrated ability to manage technical development teams across multiple disciplines (Full Stack, Frontend, Backend)., • Strong understanding of technology delivery methodologies and the ability to adapt them to real-world delivery constraints., • Experience with process analysis, documentation, and improvement, with a structured and detail-oriented approach., • Solid background in system integration projects, coordinating dependencies across platforms and teams., • Proficiency with JIRA, Zephyr, GitLab, and Confluence or comparable delivery and collaboration tools., • Strong stakeholder and communication skills, including experience working with senior and executive-level audiences., • Proven capability in issue management, including escalation, prioritization, and resolution across both pre-production and production environments., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:, • Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline#LI-CD1#LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107,000 - $236,000 per year + annual bonus + additional benefits. Benefits SummaryThe CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/. Equal Employment Opportunity (EEO)CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. Location: Hybrid — San Francisco, CA (or remote within the U.S.) About Us: We are a fast-growing fintech company building a platform for fund managers to create vehicles to participate in the private markets. Role Overview: The Part-Time Deputy Chief Compliance Officer (Deputy CCO) will support the Head of Legal and Compliance in maintaining and enhancing our compliance framework, with a focus on Anti-Money Laundering (AML), Bank Secrecy Act (BSA) programs. This role is ideal for an experienced compliance professional who understands the intersection of law, technology, and financial innovation, and can dedicate 15–20 hours per week to leading compliance operations and strategy execution. Key Responsibilities: Assist in overseeing the company’s AML/BSA compliance program, including risk assessments, policy development, and continuous process improvement. Support implementation and tuning of transaction monitoring systems to identify, escalate, and report suspicious activities. Work closely with product, operations, and risk management teams to ensure compliance controls are integrated effectively across new and existing products. Collaborate with engineers and the product team to optimize compliance technology tools, such as Alloy and similar identity verification or transaction monitoring platforms. Review and refine internal procedures for KYC, KYB, sanctions screening, and customer onboarding. Contribute to the drafting of UARs while maintaining documentation standards and audit readiness. Support banking as a service relationships, including regular audits by banks, and an annual independent audit. Stay informed of evolving regulatory requirements under FinCEN, OFAC, CFPB, and state banking regulators, providing actionable guidance to senior leadership. Serve as a compliance subject matter expert for fintech partnerships and vendor integrations. Mentor junior compliance analysts, fostering a culture of proactive risk management and operational excellence. Qualifications: Bachelor’s degree required; advanced degree or professional certification (CAMS, CRCM, etc.) preferred. 7+ years of experience in financial services or fintech compliance, with demonstrated leadership in AML/BSA program management. Working knowledge of transaction monitoring operations and associated case management workflows. Hands-on familiarity with compliance technology platforms (Alloy, ComplyAdvantage, or similar). Strong understanding of U.S. financial regulatory frameworks and fintech risk models. Excellent analytical, communication, and cross-functional collaboration skills. Ability to thrive in a dynamic, mission-driven environment with minimal supervision. Commitment: Part-time (approximately 15–20 hours per week). Schedule flexibility and limited travel may be required. Compensation: Competitive hourly rate commensurate with experience. Join Us: If you’re passionate about enabling compliant innovation in fintech and driving regulatory excellence through smart technology, we’d love to connect. Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Be Committed As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity. Be Excellent We measure our success not just by what we achieve, but by how we achieve it—through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well—it's looking for ways to do them better. Be Humble Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment. Win Together Winning is no accident. It is the result of collective hard work, perseverance, sacrifice, and most of all, loving what we do. Winning requires that we give extra—sometimes winning calls for late nights or extra effort, and we show up for clients and each other with urgency and heart. While excellence is a journey, winning is a destination. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.

Job DescriptionThis 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. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in Real Estate product area. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Responsible for business development, relationship management, transaction structuring, and document negotiation. This will include leading transactions., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity, which may include attending client meetings or performing site visits., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities as designated., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May be responsible for the development and training of credit analysts., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree or equivalent with 7-10 years of experience in lending or a bachelor’s degree or equivalent in business or economics with 7-10 years of related experience, CFA preferred., • Capable of executing client requests and meetings. Contributes to the development of more junior staff., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Strong knowledge of the bank, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Excellent presentation, communication and interpersonal 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 offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny 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 DescriptionThis 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 Non-Officer 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. The Regulatory Compliance Department (“RCD”) provides support to the SMTBNY for regulatory compliance related advice, monitoring, self-testing, and reporting in order to reduce regulatory compliance risk of SMTBNY. Your Role Overview The Compliance Analyst is responsible for identifying and developing criteria and commentary on critical compliance issues across the Bank. Prepares and delivers Bank-wide and targeted training. Drafts new and existing policies and procedures to ensure that the Bank meets the requirement of various legal and regulatory agencies. Responsible for Know Your Customer due diligence, monitoring employee accounts, and Anti Money Laundering activities. Ensures ongoing improvement and evolution of governance programs and identifies risks and/or gaps in the system. Your Duties and Responsibilities: • Assists in clearing Prime System generated BSA related Transaction Monitoring alerts and documents rationales., • Performs various watch list related verifications and record-keeping (OFAC/ FinCEN 314a/Japan List)., • Assists in performing BSA compliance Tests as well as Corporate Compliance Tests, • Assists in performing Customer/Account Profile reviews via Surety software., • Reconciles Employee Personal Trading Monitoring Program related documents., • Updates various compliance related logs and keeps track of compliance related documents., • Assists in preparing compliance testing work papers for all the tests performed/assigned., • Assist in taking minutes of any compliance related committees., • Assists with preparation of Fed/State pre-planning and introduction letter/first day letter materials., • Prepares weekly regulatory updates of upcoming regulatory changes for distribution to relevant managers., • Prepares various monthly reports., • Assists with the Annual Risk Assessment of BSA and Corporate Compliance., • Performs and assists with other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s Degree or equivalent with at least 2-3 years of related experience in the AML KYC Space or Transaction Monitoring alert clearance space., • Excellent organizational and communication skills (writing and interpersonal)., • Proficient in Excel, Access., • Detail oriented., • Strong basic math skills required., • Good interpersonal skills and ability to work independently. 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 offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny 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 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 Manager, Accounting plays a pivotal role in overseeing the financial operations and regulatory compliance of the credit union. The Manager is responsible for managing financial and regulatory reporting, internal controls, technical accounting, budgeting, and ensuring adherence to regulatory standards. This position plays a leadership role ensuring a high performing team that is continually maximizing efficiency with a positive impact on the financial health of the credit union while providing excellent service to its stakeholders. Responsibilities: Specific duties include, but are not limited to, the following: General Accounting and Reporting: • Oversee the month-end close process, monthly reporting and variance analysis, quarterly Call Reports, and general ledger account reconciliations., • Keeping internal financial records, generating reports, ensuring compliance with laws and regulations, tax returns, recording payroll, supporting the planning process as it pertains to non-interest income and expense (NIIE), general ledger maintenance, monthly book close, GL account reconciliations and maintaining policies., • Supervise the preparation of reconciliations of general ledger accounts tied to high volume operations areas such as payments, loan servicing, fraud and disputes., • Manage the monthly Allowance for Credit Losses (ACL) process ensuring the process is compliant with GAAP. Expert knowledge of ASC 326 (CECL)., • Supervise the maintenance of fixed asset records and depreciation schedules and lease accounting records in accordance with accounting policies. Expert knowledge of ASC 842 (Lease Accounting)., • Collaborate with cross-functional teams to evaluate the accounting implications of new products and services or other key initiatives., • Prepare and analyze monthly, quarterly, and annual financial statements in accordance with GAAP (Generally Accepted Accounting Principles)., • Present financial reports to senior management highlighting key financial metrics and trends. Internal Controls and Compliance: • Establish and maintain internal controls to safeguard assets and ensure compliance with regulatory requirements., • Conduct regular reviews of financial processes and procedures to identify areas for improvement and mitigate risks., • Develop and maintain accounting policies and procedures. Stay abreast of changes in accounting standards and regulatory guidelines, implementing necessary adjustments to ensure compliance. Audit Management: • Supervise and assist in the coordination of financial audits, internal audits, and regulatory examinations, providing documentation and explanations as needed., • Implement recommendations from auditors to enhance internal controls and accounting processes. Accounting Operations: • Oversee the activities of the ATM Balancing team, ensuring efficient and accurate processing of the transactions and reconciliations managed by the teams. Other Responsibilities: • Supporting the budgeting/planning process by supervising or preparing various reports and analyses as required., • Serve as a subject matter expert on all accounting software tools used by the Accounting department, as appropriate (ProfitStars, Prologue, nCino, Concur, LeaseQuery, Fed Reporter, Symitar and related modules), • Oversee the month-end close, management reporting and provide audit support for the MCU Foundation., • Review and ensure application of appropriate internal controls, compliance and financial procedures., • Monitor key financial metrics and performance indicators, analyzing trends and identifying areas for improvement or risk mitigation., • Provide all deliverables in accordance with prescribed timelines., • Assist with projects, working collaboratively with other departments and meeting all deadlines., • Perform other related duties as requested and special projects as assigned Requirements: • Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA strongly preferred., • 7+ years of progressive experience in accounting, with a minimum of 3 years in an accounting leadership position at a similarly sized bank or credit union., • In-depth knowledge of GAAP, regulatory compliance, and financial reporting requirements for banks., • Excellent analytical skills and attention to detail, with the ability to analyze complex financial data and draw actionable insights., • Proven leadership abilities, with experience managing teams and driving results in a collaborative environment., • Exceptional communication and interpersonal skills, with the ability to articulate accounting concepts to diverse audiences and influence decision-making processes., • Strategic mindset and forward-thinking approach, with the ability to anticipate challenges and develop proactive solutions., • Proficiency in financial software and Microsoft Excel; experience with banking systems such as Symitar core banking platforms is a plus., • Demonstrated success in planning, organizing, leading people and activities. Ability to motivate, direct and coach staff., • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Technologically proficient. Leadership Competencies:. • Proven ability to manage change, • Capacity to take calculated risks and innovate, • Experience in setting vision and strategy, • Lead by example and encourage team in developing adaptability, • Successful in communicating effectively, • Prioritizes developing others, • Thinking that values diversity and difference, • Proven ability to build and maintain relationships at all levels of the organization, • Skilled at managing effective teams and work groups that default to action, are accountable, and take ownership of work Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $93,200-155,790 annually. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for a discretionary bonus, 401(k) with an 6% employer match per pay period. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. 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 applicable federal, state or local laws. 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.

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Role Overview The M&A Advisory Analyst will be a critical part of the firm's M&A Advisory team, reporting directly to the Head of M&A Advisory. Our M&A expertise has been developed over several years and is a growth area for the firm. Operating within an entrepreneurial and merit-based environment, this position offers an exceptional opportunity to gain institutional deal-execution experience while working closely with senior leadership. The successful candidate will play a critical role in sourcing and executing comprehensive M&A mandates, including buy-side and sell-side transactions, strategic reviews, valuation assessments, and fairness opinions. Essential Responsibilities • Financial Analysis: Deliver institutional-grade financial analysis, valuation work, and advanced pro forma financial modeling., • Presentation Materials: Research, draft, and structure client-ready marketing materials, including comprehensive pitchbooks and competitive RFP responses., • Strategic Research: Conduct tailored market screens to identify bolt-on acquisition targets and perform roll-up consolidation studies for clients., • Transaction Documentation: Draft engagement letters, client teasers, and Confidential Information Memoranda (CIMs)., • Due Diligence & Execution: Execute financial and transactional due diligence, manage buyer/seller communication, and support senior professionals in reviewing NDAs, LOIs, and definitive purchase agreements., • Industry Insights: Prepare high-level deliverables analyzing macroeconomic and M&A industry trends for executive speaking engagements and firm business planning. Required Qualifications • Core Competencies: Strong foundational knowledge of corporate finance principles, quantitative analysis, and professional writing skills., • Project Management: Proven ability to meet strict deadlines while managing multiple complex assignments simultaneously., • Professional Attributes: Demonstrated history of academic and professional achievement, characterized by strong critical thinking and ethical standards., • Technical Proficiency: Mastery of the Microsoft Office Suite. Preferred Qualifications • Experience: 1–2 years of prior experience as a financial analyst; completion of a formal analyst training program is highly advantageous., • Licensing: Active FINRA Securities Industry Essentials (SIE), Series 79, and Series 63 licenses, or the ability to successfully obtain them within 3 months of hire., • Databases: Practical proficiency utilizing PitchBook and S&P Capital IQ platforms. Additional Details/Benefits • Location: New York, NY (Hybrid structure 3 day in office/2 remote WFH)., • Travel: 20% – 30%., • Compensation: $80,000 – $90,000 base salary, eligible for a performance-based discretionary bonus, • Benefits: Company-paid $300,000 life insurance policy, alongside comprehensive health and retirement packages. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not solicit employees of the firm directly regarding open positions.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Wealth & Asset Management Expert Type: Contract Compensation: $1,150–$1,450/task Location: Remote Role Responsibilities • Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, investment research, and client communication., • Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings, investment policy statements, rebalancing decisions, tax-loss harvesting, and estate planning strategies., • Annotate, label, and validate data across wealth management use cases such as risk profiling, retirement projections, and alternative investment due diligence., • Provide structured feedback on AI accuracy in areas like fiduciary standards (Reg BI, Investment Advisers Act), tax implications, and suitability requirements., • Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI. Qualifications Must-Have • 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office., • Background in financial planning, client advisory, portfolio management, asset allocation, alternative investments, trust and estate planning, or institutional asset management., • Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks., • Clear written communication and attention to detail. Preferred • CFA, CFP, CAIA, or Series 65/66 certifications. Compensation & Legal • Task Completion Pay: Competitive and based on task quality., • Performance Bonus: Weekly bonus incentive for top performers., • Hourly Opportunity: Potential transition to hourly compensation for sustained quality. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Payments Risk & Controls Expert Type: Contract Compensation: $80–$180/hour Location: Remote Role Responsibilities • Review and author payments risk and control assessments across payment capture, validation, authorization, tracking, funds control, smart routing, FX conversion, netting, prioritization, returns, and tokenization., • Evaluate inherent risk, residual risk, and control effectiveness using standard impact-and-likelihood frameworks., • Map risks to controls and identify control gaps or elevated vulnerabilities., • Identify failure modes in payments capabilities such as system failures, stale data, bypassed authorization, missed cut-offs, and misconfigured routing/netting/funds controls., • Provide structured evaluations with clear written justifications grounded in operational risk and RCSA standards., • Work independently and asynchronously to improve the reliability of frontier AI systems. Qualifications Must-Have • 5+ years of experience in payments risk assessment, bank operational risk, risk and control self-assessment (RCSA), issue management, risk and controls, compliance risk assessment, or banking risk advisory., • Experience in titles such as VP / AVP Operational Risk Management, RCSA Program Manager / Lead, Business Risk & Control Officer, Payments Risk & Controls Manager, Payments Operations / Treasury Services Risk Manager, or Compliance Risk Assessment Manager., • Comfort with standard payments risk lenses: execution and accuracy, authorization and fraud, data integrity, timeliness and cut-offs, client impact, and regulatory/compliance impact., • Strong command of inherent risk scoring drivers — transaction value and volume, time sensitivity, geographic footprint, client harm, regulatory and operational impact, reputational impact, and historical signals (operational risk events, KRIs, issues, limits, external events)., • Excellent analytical and written communication skills., • Comfortable working independently with digital tools. Preferred • Background at a top-tier bank strongly preferred (e.g., JPMorgan Chase, Citi, Bank of America, Wells Fargo, BNY, Barclays, Deutsche Bank, Goldman Sachs, Morgan Stanley)., • Risk-control advisory experience at a leading consulting firm also considered (e.g., KPMG, Deloitte, PwC, EY, Accenture financial-services risk advisory). Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Description Amalgamated Bank seeks a Financial Accounting Analyst who will work under the guidance of and assists the Accounting Senior Manager or relevant accounting manager to assist with preparing accounting information to support the monthly financial close process. The main role is to ensure daily integrity of the bank’s financial data and to perform required accounting processing. Secondarily, the Financial Analyst will assist on special projects to enhance and increase efficiency as it relates to the financial close process. Other requirements are ensuring integrity, accuracy, and timeliness of financial statements; monitor and strengthen internal controls; and ensure policy compliance. By joining our team, you’ll be joining a Bank that believes that 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: • Assist in managing and review of the daily reconciliation process, • Assist in monthly activities including journal entry preparation and month end close activities, • Maintain AP/AR account balances by tracking open items and ensuring timely resolution, • Assist with follow up regarding aging items in processing systematics, unclaimed deposits, suspense, and wires GL daily, • Assist in managing Fixed Assets, Prepaid Assets, and WIP accounting, • Manage miscellaneous accounting (e.g. unposted items, check depositing), • Supports any other departmental function as needed, • Manage departmental enhancement projects related to financial close process, • Initiate and deploy automation opportunities and AI use cases Knowledge, Skills and Experience Requirements: • Bachelor’s degree in Accounting or Finance., • Proficiency in MS Excel and accounting software packages is desirable. Axiom preferred., • Experience with Avid, and/or Navan preferred., • Possesses good interpersonal and communication skills., • Strong organizational and time management skills. Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 – $85,000.00. 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 Hi, we're Oscar. We're hiring an Associate Medical Director to join our Utilization Management Team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: This role determines the medical appropriateness of inpatient, outpatient, and pharmacy services by reviewing clinical information and applying evidence-based guidelines. This role also influences departmental strategy, leading and overseeing a team of physicians ensuring efficient management and adherence to quality standards. You will report into the Senior Medical Director. Work Location: This is a remote position, open to candidates holding an active medical license in Florida, Arizona or North Carolina, OR to physicians who hold an IMLC compact license. While your daily work will be completed from your home office, occasional travel may be required for team meetings and company events. #LI-Remote Pay Transparency: The base pay for this role is: $240,120 - $315,157 annually. You are also eligible for employee benefits including a performance bonus, 401K with immediate vesting, 18 PTO days per year, and an additional bank of sick time, floating holidays and CME days. Responsibilities: Provide timely medical reviews that meet Oscar's stringent quality parameters. Provide clinical determinations based on evidence-based criteria and Oscar internal guidelines and policies, while utilizing clinical acumen. Clearly and accurately document all communication and decision-making in Oscar workflow tools, ensuring a member could easily reference and understand your decision (Flesch-Kincaid grade level). Use correct templates for documenting decisions during case review. Receive and review escalated reviews. Conduct timely peer-to-peer discussions with treating providers to clarify clinical information and to explain review outcome decisions, including feedback on alternate treatment based on medical necessity criteria and evidence-based research. Manage direct reports and oversee their performance. Provide oversight to ensure the team meets turn-around times for clinical reviews. Collaborate with other departments on Utilization Management Operations. Lead key projects and drive initiatives to successful completion. Other duties as assigned Compliance with all applicable laws and regulations.ocus on the main or important responsibilities)) Requirements: Board certification as an MD or DO with a current unrestricted license to practice medicine is required. 3+ years of clinical practice 2+ years of utilization review experience in a managed care plan (health care industry) Bonus points: Licensure in multiple Oscar states Experience with care management within the health insurance industry. Willing and able to obtain additional state licensure as business needs, with Oscar's support This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Robert Half Financial Services is recruiting for a Money Market/Repo Trade Support role for a global boutique Bank firm located in midtown Manhattan. Our client requires 3+ years Money Market or Repo Trade Operations experience at a Bank, with knowledge of MM, Repo, FX products. Experience using Opics system is advantageous. This role is hybrid remote requiring 2-3 days per week in the midtown Manhattan office. Responsibilities • Price fix/floating rate notes based on swap, credit risk and yield curve considerations, • Price Repo collateral based on specific issue and technical factors in the treasury market, • Price USD/FX Depo Swap based on exchange rates, • Other financial instruments that the Branch considers strategically appropriate, • Forecast running cash position and calculate how each transaction influences current and future cash flows, • Maintain Repo I/O ratio in conjunction with internal limits, • Maintain DTC clearing fund requirements and prevent any limit breaches, • Develop relationship with counterparties (inter-Bank, Dealers, FICC, MMF, and FRB), • Participate in meetings/events where the market participants participate and make/keep relationships with them, • Inputting transactions into the Opics System, • Perform daily settlement of the Bank’s balances with Branch’s primary bank, assuring positive balances and no over drawn accounts, • Execute all short-term funding needs and trading activities within authorized limits, • Make FICC margin call RINGI, • Make transaction RINGI reports, • Monitor credit lines for potential problems and devise solutions to minimize the Branch’s risk exposure, • Acquire and analyze market information and share with the TR group and management when needed, • Control, reconcile and adjust the Opics system, ensuring accuracy of all cash trader’s details, • Quote rates to our Loan Group and accommodate their funding/repayment needs and adjustments, • Make internal tickets of loan transactions for the Operation Group, • Prepare and secure all necessary documents in accordance with internal compliance guidelines, • Prepare “Know Your Customer Questionnaire” for new counterparties, • Participate in various projects at the beginning stage and make suggestions Qualifications • 3+ years Money Market or Repo Trade Operations experience at a Bank, • Knowledge of MM, Repo, FX products, • Knowledge of the regulations which apply to the financial products being traded, • Experience using Opics system is advantageous, • Bachelor or Master Degree The Money Market/Repo Trade Support role requires 2-3 days per week working in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $100-120k base plus bonus and great benefits. If your profile matches the above criteria, please add me on LinkedIn and email me directly. Trishan Khareghat

Job Description Banking Digital Strategy ConsultantJob Details • Banking Digital Strategy Consultant – Financial Services & Insurance (Contract), • Location: New York NY 10012 preferred. Open to Remote EST/PST time zone (EST Preferred)., • Duration: 10/07/2025 to 1/26/2026, • Team: Sales - DSG FSI About the Role:, • As a Banking Digital Strategy Consultant, you will be leading key workstreams as part of strategy consulting engagements for leading banking customers. During each engagement, you will collaborate with a team of experts at Adobe with experience from leading consulting & FSI companies to conduct analyses, develop insights, and deliver impactful recommendations. You will advise industry executives and utilize your experience to become a trusted advisor to clients, and serve as a thought leader on trends, digital innovation, and use cases for Adobe technology. Required Skills & Qualifications:, • MBA preferred, but not required, • 5+ years in strategy consulting advising for/ operating at Universal banking (retail/commercial banking/Wealth Mgmt.) or a major regional bank through an enterprise level digital transformation, • Experience leading major workstreams in a top management consulting firm or digital agency, • A track record of strategy formulation and translating strategy into plans that deliver results., • Executive presence, with experience presenting to VP+ level stakeholders., • Excellent written and verbal client communication skills, • Strong problem solving and analytical skills including talent for conducting research, analyzing data, developing hypotheses, sharing thoughts with peers / leaders at Adobe, and crafting effective recommendations, • Track record of achieving impact through others, and effectively collaborating across functions, • High degree of intellectual curiosity and ability to absorb new concepts quickly, • Willingness to travel up to 20%. Compensation:, • Up to $59.86 per hour.#36466541

Job Description JOB TITLE: Accounting Clerk STATUS: NON-EXEMPT LOCATION: BASHFORD REPORTS TO: Director of Accounting Salary Range: $60,000 - $62,000 BENEFITS AND PERKS • $1,000 Sign-on and Retention Bonus, • Medical, Dental and Vision after 30-days with up to 85% paid by Employer, • Paid Vacation, Sick and Personal Time, • Tuition Reimbursement Life Insurance, • Pension Plan and Voluntary 403b Plan, • Employee Loan Program, • Hybrid after 90-days, • Free Parking, • Staff Development and Promotional Opportunities SUMMARY The Accounting Clerk will provide support to our dynamic finance department here at Westhab, Inc. and support our team in delivering on our mission of Building Communities. Changing Lives. This position will support the accounts receivable and general accounting function. The ideal candidate must have meticulous attention to detail, be a quick learner, be able to multi-task in a fast-paced environment, must work well independently as well as on a team, and must be dependable. RESPONSIBILITIES: Included but are not limited to: Accounts receivable responsibilities: • Daily bank deposits using a scanner and maintenance of deposit records., • Cash application to tenant rent accounts and corporate accounts, • Assist with processing tenant rent adjustments, • Support Accounts Receivable Associate with filing, copying and other file maintenance activities, • Support Grant Accountant in administration of security deposit accounts and tenant write-offs General accounting responsibilities: • Assist with bank reconciliation preparation and scanning, • Data entry of voucher information to grant database, • Scan and copy invoices for accountants as requested, • Pull documents and reports for Audit requests, • Other duties as assigned EXPERIENCE, EDUCATION AND SPECIAL REQUIREMENTS: Associate’s degree preferred in Accounting, Finance, or Business Management. 1-2 years’ work experience preferably in an office setting. Excellent communication skills both written and verbal. Proficient with Office including Excel and Word. AGENCY PROFILE & EMPLOYEE EXPECTATIONS Westhab is a prominent community development organization, providing housing and supportive services for more than 10,000 of the most vulnerable members of our community each year. We are staffed by an extraordinary group of hard-working professionals that are fully committed to our mission - Building Communities. Changing Lives. Working at Westhab is not easy. Our expectations for all staff are high. We believe that the people and the communities that we have the privilege to serve deserve our very best every day. We are a results-driven organization that focuses on empowerment and impact. If you want to apply for this opportunity, it should only be because you feel ready for the challenges and expectations that come with joining this kind of team. (EOE) OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION (OSHA): The Occupational Safety and Health Administration (OSHA) ensures safe and healthful working conditions to workers by setting and enforcing standards and by providing training, outreach, education and assistance. Westhab complies with all applicable OSHA standards, rules and regulations in addition to keeping our workplaces free of serious recognized hazards.

Job Description Branch Manager I -Hackensck, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager in Hackensack, NJ. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? • Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees., • Workplace (On-site, Hybrid, Remote): On-site in Hackensack, NJ, • Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: • High School diploma., • Minimum of 3 years of branch management/supervision experience preferred., • Solid interpersonal skills, including listening, written and verbal communication., • Ability to work with a wide variety of personalities in a courteous and professional manner., • Solid math and analytical skills., • Ability to understand and follow safety and security practices., • Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities., • Strong customer service/advocacy skills., • Solid organizational and time management skills, • Ability to effectively coach, develop and manage staff performance. Description: • Manage and own all facets of day-to-day branch operations., • Manage the successful execution of the internal sales process by all staff to drive results., • Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors., • Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance., • Actively participate in in local community and business events., • Assist the Market Manager in creating the annual business plan for their financial center., • Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met., • Ensure the branch meets and exceeds corporate audit and compliance audit expectations., • Responsible for managing branch profitability., • Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis., • Handle scheduling to effectively meet branch productivity and efficiency standards., • Perform and review branch audits.

Job Description Internally, we call this position a "Pre-Approval Specialist", or "LP2 (Loan Partner 2). The Loan Partner 2 (LP2) job description outlines a critical role within the lending team, focusing on prequalifying borrowers, issuing pre-approvals, and managing the loan pipeline. Here are the key responsibilities and qualifications for an LP2: Job Summary The LP2 is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. This role requires working cohesively with Loan Officers, borrowers, loan processors, underwriters, and third parties to ensure 95%+ of all loans close on time while providing an outstanding experience from application to close. Compensation: $75,000 - $100,000 yearly Responsibilities: Prequalify: • Serve as an available resource for referral partners, • Engage in soft qualification conversations to help assess general borrower readiness and scenario viability, • Answer referral partner questions such as:, • Condo warrantability, • Bank statement borrower scenarios, • Recasting and general loan structure questions, • Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant language Pre-Approve • Accurately pre-approve qualified borrowers, • Prepare payment and scenario requests, • Proactively engage pre-approved buyers, • Communicate effectively with referral partners Pipeline Management • Onboard all new contracts for rate lock consultation, • Submit applications for processing for disclosures, • Execute borrower updates, pre-closing, and funding calls, • Ensure 95%+ of loans close on time, • Resolve 95%+ of loan issues prior to LO escalation Qualifications: • Excellent time management, interpersonal, communication, and follow-up skills, • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures, • Capable of analyzing credit reports, income, and asset documents, and can structure a loan properly in a variety of ways, • Current NMLS license or must be willing to get licensed within 90 days, • 2+ years of experience as a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter required, 5+ years preferred About Company GoRascal revolutionizes the mortgage industry by combining Scott Valins's deep experience and service-first attitude with David Williams's operational and growth expertise. Together, they foster an innovative environment emphasizing education, positivity, and perseverance. They aim to transform the mortgage experience into a transparent, efficient, and client-centered journey. By instilling a unified service-first culture across their team, GoRascal commits to providing clients with tailored mortgage solutions swiftly and effectively. This approach not only raises the industry standard but also ensures a seamless, positive experience for every client involved, embodying their mission to make the mortgage process more accessible and less daunting for everyone.

Job Description Position Summary: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a highly skilled and detail-oriented Investigator to join our Financial Intelligence Unit (FIU) within the Compliance department. CFSB offers a full range of banking services including ACH settlement services, pre-paid card issuance, and retail banking. In addition to serving our general customer base, we also service various types of money service businesses and FinTech companies. This individual will be primarily responsible for conducting the investigative process, ensuring timely and accurate case reviews, and adherence to regulatory requirements. They will adhere to performance and quality expectations, while maintaining high standards for FIU investigations. This role is fully remote in 22 select states or hybrid for those located in the NYC Metro Area. Key Responsibilities: • Conduct investigation escalations, ensuring investigations are thorough, timely, and comply with regulatory requirements., • Proactively manage case management inventory to ensure all SLAs are adhered to., • Prepare reports related to escalations, ensuring the accuracy and clarity of case summaries, investigation findings, and recommended actions., • Support the development and enhancement of procedures and guidelines related to investigation escalations and reporting workflows., • Identify trends in escalated cases, working with leadership to develop strategies for addressing systemic issues or control gaps., • Collaborate and proactively propose any and all efficiency ideas with open and transparent communication., • Stay updated on regulatory changes and AML/BSA typologies, ensuring processes remain aligned with evolving compliance requirements., • Participate in special projects and initiative to enhance investigation escalation processes, strengthen related controls, and address other FIU priorities as needed., • Ability to adapt to evolving priorities in a dynamic regulatory and operational environment. Knowledge, Skills, and Abilities: • Strong knowledge of AML/BSA detection, investigation, and reporting processes, including SAR filing requirements., • The ability to assess complex investigation cases, identify potential risks, and recommend effective solutions., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) or related software., • Strong analytical, organizational, and problem-solving skills., • Excellent verbal and written communication skills., • Ability to work both independently and collaboratively in a team environment. Education, Training, and Experience: • Bachelor’s degree in Business, Finance, Risk Management, Compliance, or related field; or equivalent work experience., • Minimum of 5 years of experience in Compliance, Audit, or Internal Controls., • Strong Financial Crimes and AML/BSA regulatory knowledge., • Understanding of Bank Operations, Payments Services, and overall financial services ecosystem. Experience with correspondent banking is strongly preferred; former experience working with fintech partnerships helpful., • Professional certification (e.g., CAMS, CFE) is a plus. Experience with financial services industry risks, fraud typologies, and regulations, including familiarity with fintech partnerships and payment systems. 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 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 Summary This position performs standard and routine accounting, human resources, payroll, inventory control and general office activities for a facility. Assignments generally involve work of a confidential nature and require a general knowledge of the practices and procedures of the function. Primary Duties and Responsibilities • Processes all business office responsibilities including accounts receivable, accounts payable, payroll, inventory control and general office management., • Serves as accounting clerk handling daily accounting and month-end closing activities., • Assists with preparing and tracking monthly and annual budgets and forecasts., • Maintains payment card (P-Card) system transactions., • Coordinates subsistence and resident savings and banking accounting including calculations of funds that are due collection of funds, data entry, bank deposits, fund disbursement, account maintenance, and account reconciliation., • Assists in the hiring process by placing newspaper ads, posting openings with Department of Labor (DOL) and other local workforce agencies. Ensures completeness of applications and schedules interviews as needed. Conducts reference and background checks as required by contracts after a job offer is made., • Processes all personnel paperwork and issues new employee identification cards. Provides orientation for new employees pertaining to benefits and personnel issues so employees are well informed of company policies, procedures and benefits., • Edits for discrepancies and prepares punch detail report for final processing of payroll to meet bi-weekly payroll deadline and ensure employees are paid accurately., • Maintains facility personnel files for all current employees. Files on a daily basis. Assists all staff and supervisors in understanding policies and procedures describes in the Company’s Employee Handbook., • Maintains a staffing roster to ensure accurate employee count and track employee vacancies., • Has a working knowledge of the Personnel Policy and Operations Manual so that correct records are maintained at the facility and submitted to the Corporate Office to comply with government requirements and provide documentation in the event of litigation., • Types and proofs correspondence and reports which may include formal and informal disciplinary action reports for both residents and employees or monthly and quarterly facility reports., • Receives, opens and dates stamp incoming mail. Distributes mail within one hour of receipt so that time-limited documents can be acted upon immediately., • Provides pick-up and delivery service for office supplies, if requested to ensure continuity of operations is maintained., • Assumes on-duty shift responsibilities including accountability for residents and security of facility in the absence of other security staff, if requested by Facility Director or Assistant Facility Director., • Maintains confidentiality obtained through job duties regarding residents, employees, vendors, outside agencies, etc., so that sensitive information is only given on a "need to know" basis., • Completes in-service training to meet the requirements for continued professional self-development. Participates in staff meeting by sharing observations and recommendations regarding the facility, residents and staff relations to identify and solve problems and function as a unified team. Records the minutes, type them, and distribute to appropriate persons., • May prepare correspondence and perform other clerical duties as assigned to insure the office runs smoothly., • Performs other duties as assigned. Qualifications Minimum Requirements • High school diploma or equivalent required. Associate’s degree or certification from a business school or college education preferred., • Three (3) years of general office, bookkeeping or accounts payable experience., • Familiarization with general accounting principles, fiscal budget control procedures and computerized accounting., • Ability to handle a variety of simple tasks that are routine in nature, while keeping work flowing in an orderly manner., • Ability to express thoughts logically, in English, in both written and verbal form., • Ability to use computers and the typical software used by the facility. GEO Reentry Services LLC.

Job Description Accounts Payable Specialist RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · Market Research Originally posted April 2026; this is a 100% hybrid, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc.. Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. About the Role: We’re looking for a detail-oriented and proactive Accounts Payable Specialist to join our team. This role reports into the Controller and plays a critical part in keeping our accounting operations running smoothly by ensuring timely and accurate payment processing, vendor management, and support on commissions. You’ll be part of a team that ensures the accuracy of our records and helps maintain strong relationships with our vendors and partners. The ideal candidate is someone who thrives in a fast-paced environment, has a solid foundation in accounting, and enjoys diving into the details. We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work. This hybrid role is in NY, NJ and CT with 2 days a week in the office. Responsibilities: • Manage the full-cycle accounts payable process, including invoice review, coding, and timely payment processing., • Maintain accurate and up-to-date records of all accounts payable transactions in the accounting system., • Reconcile vendor statements and resolve discrepancies in coordination with internal teams and external vendors., • Ensure proper documentation by matching purchase orders and contracts with invoices., • Prepare and process payment batches, including checks and electronic transfers., • Monitor payment deadlines to ensure on-time disbursements., • Perform credit card and bank reconciliations., • Support month-end close activities and audit preparations., • Maintain compliance with company policies, financial regulations, and internal controls., • Assist in optimizing financial workflows and suggesting process improvements., • Provide accounting support across multiple departments or entities as needed., • Establish and maintain relationships with vendors, addressing inquiries and negotiating payment terms., • Partner with internal departments to resolve payment issues or documentation gaps., • Assist senior finance team members and respond to ad hoc accounting requests., • Calculate commissions based on sales performance and company policy., • Prepare and process timely, accurate commission payments to eligible employees., • Maintain organized records of commission structures, payouts, and supporting data., • Reconcile commission reports with actual sales data and address discrepancies., • Generate reports on commission activity to support payroll and sales leadership.Skills and Qualifications, • Bachelor’s degree in Accounting, Finance, or a related field, • 2–3 years of experience in Accounts Payable or a similar accounting/bookkeeping role, • Strong understanding of AP processes, general ledger coding, accruals, and account reconciliations, • Familiarity with GAAP and awareness of tax laws and regulatory compliance, • Proficiency in accounting software (e.g., QuickBooks), • Skilled in Microsoft Excel, Google Sheets, and other productivity tools for data entry and reporting, • Strong attention to detail, accuracy, and organizational skills, • Effective communication and collaboration skills, • Ability to work independently and cross-functionally within a teamPreferred Qualifications, • Experience in conference or events-related industries, • Familiarity with the following tools and platforms:, • Airtable, • Everstage, • QuickBooks, • HubSpot, • Bill.com, • Microsoft Office Suite (Excel, Outlook, Word, etc.)The Benefits of Working with RTM Business Group, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for lateral and vertical movement within the company, inter/intra departmentally Salary $60,000 base RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job DescriptionThe Problem We're Solving Most people don't think twice about going to the doctor. But for over 85 million uninsured and underinsured Americans — the cashiers, drivers, home health aides, and construction workers who keep this country running — getting care is complicated, expensive, and often out of reach. We built Vitable to change that. Vitable is the health benefits platform designed for every worker. We make it easy for employers to offer real, high-quality healthcare to their teams — not watered-down coverage, but benefits that actually work. It's better for employees. It's smarter for employers. And it matters. We're a small, passionate team moving fast and solving a problem that genuinely deserves solving. If you're looking for a place where your work has a tangible impact on real people's lives, you've found it. Where You Come In This is a senior technical leadership role for an engineer who has built the systems behind money at scale: ledgers, reconciliation engines, payment rails, compliance-critical workflows. You've operated in fintech environments where inaccuracy has consequences, auditability is non-negotiable, and downtime carries real cost. You know what it takes to build systems that financial regulators can inspect and that operations teams can trust. You'll partner with Product, Finance, Operations, and Engineering leadership to own the design and delivery of Vitable's most critical financial and transactional infrastructure — and influence how engineering is practiced across the company. Within your first year, you will: • Own and deliver multiple company-critical financial infrastructure initiatives — on time, with a high bar for reliability and auditability., • Materially improve the integrity, observability, and scalability of Vitable's payment and transactional systems., • Raise the technical bar: stronger design reviews, clearer architectural patterns, better-tested and more traceable systems., • Be the person the team reaches for when the problem is hard, ambiguous, or high-stakes., • Build systems that can support Vitable's next phase of growth while maintaining the trust of our customers, partners, and regulators.What You'll Do (The Details)Payments & Financial Infrastructure Ownership, • Design and own the systems that move, track, and reconcile money — including payment rails, ledgering, invoicing, and carrier settlement workflows., • Build bank-agnostic architectures that can integrate with multiple payment processors, banking partners, and financial data providers., • Ensure data integrity, idempotency, and correctness across all transactional systems, with end-to-end auditability and traceability built in from day one., • Lead initiatives to improve observability and operational reliability in high-stakes financial workflows.Technical & Architectural Leadership, • Drive architectural decisions across multiple product and engineering teams, setting a high bar for reliability, scalability, and maintainability., • Establish technical standards and engineering practices — from system design to code review — that scale with the organization., • Serve as a force multiplier: mentor engineers, run design reviews, and help the team grow into harder problems., • Lead complex, multi-team initiatives from concept through deployment and long-term ownership.Compliance & Regulated Systems, • Build systems that meet the requirements of regulated environments — including HIPAA, SOC 2, and financial compliance frameworks such as PCI or state insurance regulations., • Design audit trails, compliance controls, and reporting mechanisms that satisfy both internal and external stakeholders., • Partner with legal, compliance, and finance teams to translate regulatory requirements into durable technical solutions.Cross-Functional Partnership, • Collaborate closely with Product, Finance, and Operations to understand business challenges and translate them into scalable, resilient systems., • Influence product strategy through deep technical context — surfacing tradeoffs, flagging risks, and identifying platform leverage points., • Balance speed with architectural health; know when to move fast and when to slow down and do it right.What You're Made Of, • 8+ years of professional software engineering experience., • Demonstrated experience at the Staff Engineer level or equivalent senior individual contributor scope., • A track record of leading and delivering large-scale, cross-team technical initiatives in production environments., • Deep experience designing and operating distributed systems: service-oriented architectures, event-driven systems, async processing, and high-availability infrastructure., • Proven ability to influence without authority and build alignment across engineering, product, and business stakeholders.Fintech & Payments Expertise (Required), • Hands-on experience building payment platforms, money movement systems, financial ledgers, or banking integrations at meaningful scale., • Deep understanding of transactional integrity, idempotency, financial reconciliation, and audit trail design., • Experience with bank-agnostic or multi-rail payment architectures — ACH, wire, card networks, or similar., • Familiarity with compliance controls relevant to financial platforms: KYC/AML workflows, PCI-DSS, SOC 2, or equivalent regulated environments., • Strong intuition for where money movement systems fail — and how to build defensively against it. Backend • Expert-level Python experience; strong command of Django and Django REST Framework., • Deep understanding of API design, distributed systems, and event-driven / asynchronous processing patterns. Frontend • Strong proficiency with JavaScript/TypeScript; experience with Vue.js or React., • Ability to contribute full-stack when needed. Data & Infrastructure • Advanced SQL; PostgreSQL schema and data model design for transactional and reporting workloads., • Experience with cloud infrastructure, preferably AWS (including infrastructure-as-code)., • Strong observability instincts: monitoring, alerting, tracing, and incident management tooling., • Event-driven architecture experience: messaging systems (e.g., Kafka, SQS, Celery) and event sourcing patterns.Preferred Experience, • Experience scaling financial platforms that process billions in transaction volume., • Background in fintech, insurtech, healthcare payments, payroll, or benefits administration., • Platform engineering or infrastructure tooling experience., • Domain-Driven Design (DDD) and Test-Driven Development (TDD) practices.How We Take Care of You We believe in taking care of the people who take care of our members. Here's what that looks like: • 100% Silver Plan medical coverage — plus dental and vision, • Vitable Primary Care membership — the same care we give our members, yours too, • 401(k) and life insurance, • Unlimited PTO — and we actually mean it, • Remote-first — work from wherever you do your best thinking, • MacBook and home office setup stipend — the gear you need to do great work, • Competitive equity — you're building something real, you should own a piece of itAre You Our Kind of Person? We don't have a big corporate machine behind us. What we have is a clear mission, a lot of heart, and a deep sense of urgency about the problem we're solving. That means we move fast, figure things out, and hold ourselves to a high bar — not because someone's watching, but because we care. You'll thrive here if you're the kind of person who: • Feels personally connected to making healthcare more accessible, • Gets energized by building, not just maintaining, • Can navigate ambiguity without losing momentum, • Does the unglamorous work when it needs doing — and does it well, • Asks for help when you need it and offers it when you see someone else does, • Cares about the details, but keeps sight of the bigger picture We're a team that shows up for each other. We celebrate wins together, work through hard problems together, and genuinely like each other. If something feels off, we say so. If someone's struggling, we notice. No egos. No jerks. Just good humans doing meaningful work — and having fun doing it. One Last Note on Who We Hire The people we serve are diverse — and our team should be too. We're committed to building a workplace where different backgrounds, experiences, and perspectives aren't just welcomed, they're essential to the work. Vitable is an equal opportunity employer. We don't hire to check boxes. We hire people who care about what we're building and bring something real to the table. If this role excites you but you don't meet every requirement on the list, please apply anyway. We mean that.

Job DescriptionWHO WE AREAt Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide. Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like. Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays. ABOUT THE ROLE As Trustly’s Growth Marketing Manager, you will own the user acquisition strategy and execution for our consumer-facing capabilities in the US market. You will build, operate, and scale efficient acquisition engines across paid, organic, and partnership channels, with a clear mandate to validate unit economics before unlocking meaningful spend.This role is about creating repeatable growth—grounded in data, discipline, and impact. WHO YOU’LL WORK WITHA lean team that is combining the power of agentic AI with seamless financial tools to provide users with a new financial experience.WHAT YOU'LL DO • Divide your time between high-stakes execution, viral engineering, and data-driven experimentation., • Launch and optimize multi-channel paid campaigns across Meta, TikTok, YouTube, and Reddit., • Scale performance via Google App Campaigns, podcast sponsorships, and influencer partnerships., • Build the attribution infrastructure required to track CAC by channel and cohort with surgical precision., • Design and launch dual-sided referral mechanics and viral loops to lower blended CAC., • Execute distribution partnerships through employers, colleges, and niche communities., • Own the funnel: Identify drop-off points from download to active usage and run rapid retention experiments., • Build cohort analysis dashboards to monitor activation, retention, and LTV., • Maintain an "experimentation obsession"—running lean tests and killing underperforming tactics quickly. WHO YOU ARE, • 7+ years leading growth at a high-growth B2C app or marketplace (mobile-first preferred), • Strong track record scaling user acquisition in competitive US consumer markets, • Highly proficient in cohort analysis, LTV modeling, and full-funnel optimization, • Equally comfortable in paid media platforms and building attribution infrastructure, • Experience in proving unit economics with constrained budgets before scaling, • Preferably US-based (or UK-based with a demonstrable and deep understanding of the US market)Applications for this role are accepted on an ongoing basis. SALARY RANGES IN US-BASED ROLE POSTINGOur salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Recruiters can share more information with applicants about the specific salary range for preferred locations during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only and do not include other perks and benefits. WHAT WE OFFERAt Trustly, you’ll have the chance to solve meaningful challenges alongside some of the brightest minds in FinTech. Together, we’re shaping the future of payments in an environment that celebrates curiosity, collaboration, and innovation. You'll be challenged and empowered to grow, making a real impact every step of the way. Our team is as diverse as the global footprint we serve, with colleagues across Silicon Valley, the U.S., Canada, Brazil, Europe, and beyond. At Trustly, we foster a workplace where everyone feels they belong—a place where teamwork thrives, ideas flourish, and we never forget to have fun along the way. We offer innovative perks and benefits packages that include: - Flexible paid time off & generous PTO accrual plans - Comprehensive medical, dental, vision, and other insurances - FSA & HSA plans for medical and dependent care - Home office set-up allowance - Internet stipend - Retirement plan match for 401k and RRSP - Gender-neutral paid parental leave, and more!(The benefits and total compensation packages outlined above are for full-time employees; some exclusions apply for temporary positions.) At Trustly, we embrace and celebrate diversity of all forms and the value it brings to our employees and customers. We are proud and committed to being an Equal Opportunity Employer and believe an open and inclusive environment enables people to do their best work. All decisions regarding hiring, advancement, and any other aspects of employment are made solely on the basis of qualifications, merit, and business need. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Our client, a leading independent global investment bank, is actively seeking an Analyst for its Consumer team. The group advises clients across retail, consumer products, food & beverage, beauty, wellness, and e-commerce, and is recognized for its deep sector expertise, strong relationships with founders, entrepreneurs, corporate clients, and private equity sponsors, as well as its successful track record in strategic advisory and transaction execution. The Analyst will work closely with senior bankers and clients across all stages of live transactions and business development initiatives. This role offers significant exposure to M&A and capital raising assignments, with substantial responsibility in financial analysis, valuation work, transaction execution, and preparation of client materials. Key responsibilities include developing and maintaining detailed financial models and valuation analyses, including DCF, comparable company, precedent transaction, and LBO analyses; preparing pitch books, confidential information memoranda, management presentations, and other marketing materials; conducting industry, market, and company research; supporting due diligence processes and transaction coordination; managing data rooms and buyer/investor outreach; and assisting senior bankers in the execution of strategic advisory assignments. The ideal candidate will have 1–3 years of relevant investment banking experience, preferably within consumer, retail, or broader industry coverage groups. Candidates should demonstrate strong financial modeling, analytical, and quantitative skills, along with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment. Strong written and verbal communication skills, a collaborative and team-oriented mindset, and a genuine interest in consumer trends and markets are essential. The successful candidate will be highly motivated, intellectually curious, and capable of thriving in a demanding, client-focused environment. Bachelor's degree required.

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $22 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role Figure is hiring a Director, Loan Accounting to lead accounting across loan related products, including Figure Connect and tokenized financial products. You'll own core close processes, build scalable infrastructure, and partner cross-functionally to support a rapidly growing, blockchain-enabled platform. This is a high-ownership role with direct responsibility for people, processes, and systems at the intersection of traditional finance and digital assets. What You'll Do • Take full accountability for month-end close across loan accounting, this means owning the outcome, not just overseeing the process., • Prepare and deliver clear and concise reporting on close status, open items and risk areas to the Controller, escalating issues proactively with recommended solutions., • Oversee accounting for loan origination, servicing, and sales with meticulous attention to accuracy and completeness., • Accountable for the accuracy, completeness and timeliness of financial statements, ensure all loan positions are well supported and audit ready documentation at every close., • Design accounting frameworks and policies that are built to scale, anticipating the needs of a growing business, not just solving for today., • Partner with Technical Accounting to establish and maintain policies and controls that hold up under audit and regulatory scrutiny., • Support new product launches by thinking through the full accounting lifecycle from day one, so that downstream processes are clean and defensible from the start., • Identify risks and opportunities in our accounting infrastructure before they become problems, and develop a roadmap to address them., • Serve as the primary accounting liaison to Product and Engineering on new product launches, evaluating accounting implications from inception and ensuring loan product flows are accurately reflected in the ledger from day one., • Manage and grow a high-performing accounting team, setting clear expectations and holding people accountable with both directness and care., • Leverage large, complex data sets to investigate and resolve reconciliation variances, driving root cause analysis and implementing long term solutions., • Work with the Director of Internal Controls on design, documentation, and ongoing monitoring of SOX controls across loan accounting processes to ensure control effectiveness and audit readiness. What We Look For • 10+ years of progressive accounting experience, including at least 5 years in a people management role - ideally in fintech, loan accounting, or a high-growth environment., • Deep knowledge of GAAP financial reporting, loan accounting, and reconciliation management at scale., • Demonstrated experience designing and improving accounting systems and workflows, not just operating within them., • Strong analytical skills with demonstrated ability to work through large data sets to resolve complex reconciliation variances., • Exposure to digital assets, crypto, or blockchain-based systems preferred but not required., • Experience with SOX compliance, including maintaining controls in a public company or pre-IPO environment., • Strong written and verbal communication skills, with a track record of reporting financial status and risk clearly to Controllers, CFO or equivalent management., • Experience Collaborating directly with Product and Engineering teams, with the ability to translate accounting requirements into system and operational design. Salary • Base Compensation Range: $152,000 - $228,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate's experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above. Benefits • Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits, • Employer-paid life and disability insurance, • 11 observed holidays and PTO plan, • Up to 12 weeks of paid family leave, • Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Remote