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Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role We are looking for a strategic, execution-driven VP of Sales Strategy & Operations to drive operational excellence across our go-to-market (GTM) teams and support sustainable revenue growth as we continue to scale rapidly year over year. As VP of Sales Strategy & Operations, you will be a key member of the revenue leadership team, responsible for building and optimizing the systems, processes, and analytics that power our SMB and Enterprise sales motions. You will lead a high-performing RevOps function that supports our enterprise and SMB GTM teams and you will play a critical role in aligning strategy with execution to maximize cost effective growth and referral partner retention. Responsibilities • GTM Strategy & Alignment: Partner with CRO and revenue leaders to operationalize GTM strategies across SMB and Enterprise segments, including segmentation, territory planning, quota design, and comp planning and administration., • Revenue Systems & Tools: Lead the selection, integration, and optimization of sales enablement and CRM tools (e.g., Salesforce, Gong, Outreach, Clari, HubSpot), with a strong emphasis on leveraging AI-powered platforms to improve productivity and forecast accuracy., • Data & Insights: Own revenue analytics and dashboards to deliver real-time visibility into pipeline health, sales performance, and funnel conversion. Drive data integrity and standardization across systems., • Process Optimization: Architect and continuously improve scalable processes across the client journey—from referral generation through client success—to reduce friction and drive efficiency., • Enablement & Effectiveness: Partner with Sales Enablement to ensure GTM teams are equipped with the right content, training, and tools. Champion AI-enabled solutions to enhance team performance., • Forecasting & Planning: Collaborate with Finance to support accurate revenue forecasting, annual planning, and scenario modeling., • Team Leadership: Build and lead a high-performing RevOps team. Foster a culture of collaboration, accountability, and continuous improvement.Requirements, • 10-12+ years of experience in Revenue Operations, Sales Operations, or GTM Strategy, with at least 3 years in a leadership role, • Experience supporting both SMB and Enterprise sales teams, ideally in a high-growth SaaS or digital health environment, • Deep knowledge of sales tech stacks and hands-on experience implementing and optimizing AI-enabled tools (e.g., Gong, Clari, Drift, Salesforce Einstein), • Strong strategic thinking with the ability to execute and scale repeatable processes, • Proven ability to drive cross-functional alignment and influence senior stakeholders, • Analytical mindset with a track record of using data to drive business decisions, • Excellent communication, leadership, and organizational skillsBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional information The total target base compensation for this role will be between $230,000 and $250,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

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 Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies. The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following: Candidate Requirements: • Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions., • Highly effective communication skills, verbal and written, with ability to work in a team environment., • Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties., • Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines., • Processing investor advisory agreements, and translating the information in client data bases., • Interacting with financial advisors, sales assistants, custodians and third-party service providers., • Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement., • Sending regulatory and firm required client correspondence to clients where needed., • Producing / reviewing ad hoc reports for senior management., • Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors., • Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City 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 $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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 and 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 help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • 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, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ 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, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • 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, • Professionalism and discretion in interacting with executives and clients, • Excellent verbal and written communication skills

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 The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Calendar management and coordination of meetings, including all logistics, • Database management, • Client interaction and service, • Bachelor’s degree required, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint 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 $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job Description Who We Are: Oppenheimer & Co. Inc. 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 Capital Markets Surveillance Analyst who will be an integral part of the Compliance Capital Markets department, acting as a Surveillance Analyst and advisor to the Capital Markets business units. This individual will report to the manager of the Compliance Capital Markets Group. Your Role and Responsibilities (not limited to): • Perform various surveillance reviews of capital markets activity for specific functional areas within the Equity, Fixed Income, Public Finance and Syndicate Divisions to ensure the firm is conducting business in line with prevailing compliance requirements. Responsible for performing inquiries (internal and external), test new and/or existing surveillance systems to assess compliance with relevant internal policies, as well as external regulations, • Perform various Penny Stocks surveillance reviews of Capital Markets Groups to ensure the Firm is conducting business in line with Firm’s policy, • Archive all regulatory inquiries received and responded by the Capital Markets Group in the compliance electronic shared drive, • Responsible for the audit of municipal public finance negotiated and competitive underwriting business deal files in adherence with firm’s policies and procedures, • Review filled orders for the U.S. based retail branches to ensure the orders were properly marked Sell Short Exempt and which exemption is being relied upon, • Responsible for Electronic Blue Sheet Submission (as needed) and Quality Control Review Process of Electronic Blue Sheet Reports in order to verify that all data entered by users is accurate and consistent with the Regulatory Inquiry, • Provide guidance on policies and procedures to the capital markets business departments, • Perform e-mail reviews of the capital markets business departments, • Proficient in technology and computer skills, Microsoft Office (specifically Word and Excel), • Good organizational and time management skills, • Ability to multitask various projects in a timely manner and escalate issues to manager as appropriate, • Bachelor’s degree required, • Must have at least 5 + years industry experience For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to 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 $85,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description BANK TELLER – BANKING - FINANCE United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Bank Teller for a well-established bank in the New York City Area. Salary: $$45,500-$47,000 depending on experience. Excellent Benefits Package. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the BANK TELLER: • Provide excellent customer service, • Process account transactions, • Balance cash draws daily, • Provide daily proof and service to ATMs, • Respond to customer inquiries, • Examine checks, money orders and determine proper funds, • Minimum of 1 year of customer service required, • Superb customer service skills, • Excellent verbal and written communication and mathematical skills, • Proficient in Microsoft Office Suite, • Knowledge of retail banking procedures and regulations, • High School diploma or equivalent We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Company Description Founded in 2015 in New York City, CADAR Fine Jewelry is recognized for its innovative, art-forward designs and exceptional craftsmanship. As a leading luxury brand in the fine jewelry industry, CADAR has received prestigious honors including Best in Gold at COUTURE and Gold Design of the Year from Town & Country Magazine. Our jewelry is a favorite among celebrities and is carried by esteemed retailers such as Bergdorf Goodman, Neiman Marcus, and Saks Fifth Avenue, as well as through our e-boutique at cadar.com. We’re excited to share that our flagship boutique is now open in New York City’s Meatpacking District, a milestone that reflects CADAR’s continued growth and creative evolution. Position: Finance Manager Reports to: Finance Director Location: New York, NY (On-site, Full-time) Role Description Reporting to the Finance Director, the Finance Manager is responsible for overseeing daily accounting and finance operations, maintaining accurate financial records, and supporting management with reporting, analysis, budgeting, and cash flow management. The role requires a proactive, detail-oriented professional who can manage multiple priorities in a fast-paced luxury retail environment while ensuring financial integrity and operational efficiency. Key Responsibilities Financial Accounting & Reporting • Maintain accurate accounting and financial records in compliance with company policies and standards., • Prepare monthly, quarterly, and annual financial reports, including Profit & Loss statements, Balance Sheets, and Cash Flow summaries., • Support month-end and year-end closing activities, ensuring timely and accurate submissions., • Assist in preparing financial documentation for external audits and internal reviews. Accounts Payable & Receivable • Manage vendor invoices, payments, and account reconciliations., • Oversee customer invoicing, credit control, and collections processes., • Monitor aging reports and resolve discrepancies promptly to maintain healthy cash flow. Treasury & Cash Flow Management • Track daily cash balances and support ongoing cash flow monitoring., • Assist in executing and recording banking transactions accurately., • Support working capital and liquidity planning initiatives. Inventory & Cost Accounting • Collaborate with Operations to ensure accurate inventory valuation and cost tracking., • Monitor inventory movements, adjustments, and reconciliations to maintain accurate stock and financial records. Budgeting & Forecasting • Assist in the preparation of annual budgets and periodic forecasts., • Conduct variance analysis to highlight key financial insights and performance drivers., • Identify trends, opportunities, and financial risks impacting the business. Compliance & Internal Controls • Ensure compliance with all financial policies, procedures, and statutory requirements., • Maintain and enhance internal control frameworks to safeguard company assets., • Support process improvements to drive efficiency, accuracy, and transparency in finance operations. Cross-Functional Support • Partner with Sales, Operations, and Management teams to provide financial insights that support decision-making., • Support performance and profitability analysis of product lines, campaigns, and strategic initiatives., • Contribute to finance system enhancements and process improvement projects as needed. Education & Qualifications • Bachelor’s degree in accounting, Finance, or a related discipline., • Professional certification (CPA, CMA, or part-qualified) is an advantage but not essential. Experience • 2–5 years of experience in accounting or finance, preferably within retail, luxury goods, or consumer products., • Demonstrated hands-on experience in bookkeeping, reporting, and financial analysis., • Proficiency in accounting or ERP software such as QuickBooks, Odoo, or similar platforms. Why Join CADAR Join CADAR at an exciting stage of growth and play a key role in strengthening the brand’s financial foundation. As Finance Manager, you’ll ensure accuracy, insight, and integrity in every aspect of our financial operations—supporting strategic decisions that drive performance and excellence. Be part of a collaborative, creative team that values precision, innovation, and human connection—and help shape the future of modern luxury jewelry.

About Extension Health Extension Health is a physician-led longevity and performance clinic transforming how people age. With 12+ years of clinical experience and 50,000+ patients served, we deliver measurable results through advanced diagnostics, leading-edge therapeutics, and an elevated member experience. Founded by Dr. Jonathann Kuo—one of the world’s foremost experts in regenerative and longevity medicine—Extension Health blends medical precision with human-centered care. Our clinic is trusted by high-performance individuals globally, from CEOs and athletes to entertainers and heads of state. Our mission: extend both lifespan and healthspan so people can live longer, perform better, and stay vibrant for the moments and people that matter most. Role Overview The Director of Finance will serve as the hands-on financial operator responsible for budgeting, forecasting, performance reporting, and fundraising preparation. This individual will maintain and evolve the operating models, coordinate cross-functional inputs, ensure financial clarity, and support audit and lender requirements. Approximately 65–70% of this role will focus on Extension Health, with the remainder supporting Hudson Medical (pain management division) and Hudson Mind (interventional mental health division). Apply to join a scaling organization at a pivotal moment, and help build the financial foundation for the next phase of Extension Health’s growth. Key Responsibilities Financial Planning & Analysis • Own and maintain all operating and forecasting models across entities., • Produce monthly performance reports, dashboards, and variance analyses for executive review., • Build and refine multi-year budgets and projections., • Partner with department leads to ensure assumptions are accurate and operationally grounded. Fundraising & Capital Strategy • Build investor-facing financial models and materials., • Prepare and maintain data room materials for fundraising and lender diligence., • Support evaluation of capital raise structures, growth scenarios, and valuation analysis., • Partner with legal, audit, and technical accounting teams. Financial Operations & Compliance • Coordinate with the accounting team to ensure timely, accurate monthly closes., • Maintain audit readiness and support annual CPA-reviewed GAAP financials., • Assist with treasury oversight, cash visibility, and scenario planning., • Support intercompany reporting and shared-services cost allocations. Cross-Functional Leadership • Work closely with Operations, Marketing, Clinical, and HR to align financial expectations and inputs., • Translate complex financial data into clear insights for executives and department heads., • Improve company planning processes and decision-making frameworks. Systems, Processes & Infrastructure • Build scalable, repeatable forecasting and reporting systems., • Create departmental input templates, KPI dashboards, and standardized reporting cadence. Qualifications Experience • 6–10 years of experience in FP&A, corporate finance, investment banking, private equity, or consulting., • Strong financial modeling expertise, including complex multi-entity forecasting., • Prior experience supporting fundraising, investor diligence, or audit processes (strongly preferred)., • Healthcare or multi-entity services experience is a plus. Skills & Attributes • Hands-on, detail-oriented operator who is comfortable in a hybrid strategic/tactical environment., • Excellent communicator who can simplify complex financial topics., • Strong analytical capabilities and ability to synthesize data into decision-ready materials., • Comfortable working in an evolving structure with shared systems, technical accounting partners, and multiple stakeholders., • Highly organized, process-driven, and proactive. Compensation & Benefits • Salary range: $165K–$200K (commensurate with experience), • Bonus + Equity, • Benefits: health, dental, and vision, • Access to discounted cutting-edge protocols and products, • PTO, sick days, and observed holidays Position Summary • Position Type: Full-time, • Reports To: SVP Strategy & Finance, • Work Location: Hybrid; 3 days a week required in office in New York City, • Start Date: asap Send your resume and cover letter to

Job DescriptionSalary: 65000 Title: Associate Recruitment Consultant Location: New York, Midtown Compensation: $65,000 base salary + uncapped commission Join JCWs Growing New York Office Were expanding our team of Recruitment Consultants across banking & finance, regulatory & insurance, legal, and quant markets. Youll begin by supporting experienced recruiters, focusing on sourcing, qualifying, and managing candidates for active roleswith the opportunity to grow into a 360 consultant position over time. Many of our team members come from diverse educational and professional backgrounds, and our structured and intensive training program equips them with the skills to thrive in this fast-paced, relationship-driven industry. What Youll Be Doing • Partner with senior recruiters to identify and engage mid-to-senior-level candidates across specialized markets., • Build strong relationships with candidates while learning the fundamentals of recruitment and market operations., • Support business development activity and contribute to a collaborative team environment., • Earn uncapped commission on successful placements. Why Join JCW? The recruitment industry in New York is thriving, offering strong career potential for ambitious professionals. JCW is a global recruitment firm with offices across the U.S. and Europe, providing industry-leading training and development from day one. What We Offer • Competitive Compensation: $65,000 base salary + uncapped commission, • Training & Development: A structured program designed by recruiters, for recruitersbuilding the foundation for long-term success, • Career Progression: Opportunities to expand your skills and, over time, grow into a full 360 recruitment role

Our client, a leading financial services organization, is seeking a AVP, KYC Compliance Analyst-Mandarin to join their dedicated team. As a AVP, KYC Compliance Analyst-Mandarin, you will be an integral part of the Compliance Department supporting the KYC and AML functions. The ideal candidate will demonstrate strong analytical skills, meticulous attention to detail, and excellent communication abilities, which will align successfully within the organization. Location: NYC 10172 (100% Onsite) Salary: $75,000 – $100,000 Level: AVP Support the Branch’s Anti-Money Laundering (AML) compliance program with a heavy focus on high-complexity Know Your Customer (KYC) operations. This role requires a blend of regulatory theory and hands-on operational experience in Customer Identification Programs (CIP), Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD). The analyst will ensure that the Branch’s KYC programs—particularly regarding syndicate/bilateral lending and trade finance—remain in strict adherence with US regulatory laws and internal risk appetites. * Complex File Management: Execute and oversee the KYC lifecycle for complex institutional clients, including foreign and domestic entities, banks, and non-bank financial institutions. * PEP & Sanctions Analysis: Identify and define Politically Exposed Persons (PEPs), mapping their specific relations and influence over associated entities to determine potential reputational and corruption risks. * UBO Identification: Perform deep-dive analysis into Ultimate Beneficial Ownership (UBO) structures for diverse scenarios, including tiered foreign entities and complex corporate shells, ensuring all ownership requirements are met. * Correspondent Banking (CPB): Conduct specialized due diligence for Correspondent Banking relationships, assessing the AML/KYC controls of respondent banks and performing required annual reviews. * Quality Control & Approval: Review and approve KYC profiles for new onboarding, periodic reviews, and event-triggered updates. * Transactional Due Diligence: Perform trade finance transaction reviews, providing compliance-based approvals or denials based on red-flag indicators. * LOB Advisory: Serve as a subject matter expert for the Front Office, providing guidance on KYC requirements for syndicate and bilateral lending. * Reporting & Translation: Assist the Team Lead with Head Office (HO) reporting, including technical translation of compliance documents between English and Mandarin. * Remediation: Support the team in addressing Internal Audit findings and regulatory exam inquiries. * Core Banking Experience: 3–6 years of AML/KYC-related experience specifically within a Commercial or Corporate Banking environment. * Technical Knowledge: Deep understanding of BSA/AML/CFT, USA PATRIOT Act, and OFAC regulations. * Operational Expertise: Proven ability to map complex ownership (UBO) and manage the nuances of Correspondent Banking Due Diligence (CBDD). * Language Skills: Professional fluency in Mandarin (Written/Verbal) is required for Head Office communication and document translation. * Systems Proficiency: Experience with industry-standard tools such as Surety, Bridger Insight, or LexisNexis. * Product Knowledge: Strong familiarity with lending and trade finance products. * Soft Skills: High level of maturity and ethics; ability to prioritize a high-volume desk in a fast-paced onsite environment. * CAMS (Certified Anti-Money Laundering Specialist) certification. * Prior experience in a US branch of a foreign banking organization (FBO). What's in it for me? • Opportunity to work in a dynamic and supportive environment dedicated to compliance excellence., • Engage in meaningful work that ensures the integrity of financial operations., • Collaborate with a diverse team of professionals committed to growth and development., • Gain valuable experience in a globally recognized organization., • Medical and Prescription Drug Plans, • Dental Plan, • Vision Plan, • Health Savings Account, • Health Flexible Spending Account, • Dependent Care Flexible Spending Account, • Supplemental Life Insurance, • Short Term and Long Term Disability Insurance, • Business Travel Insurance, • 401(k), Plus Match About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells. ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands – Manpower, Experis, Talent Solutions, and Jefferson Wells – creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.

Job DescriptionThe salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has engaged New York City’s most vulnerable residents, people on the streets or in areas unfit for human habitation, “lighting the path home, one person at a time.” Urban Pathways is a catalyst for transformative change in the lives of unhoused adults, empowering them to discover their inherent strengths and abilities. We provide essential support and foster an environment where individuals can redefine their narratives and become their best selves. Responsibilities Reporting to the Program Director, the Administrative Assistant performs clerical, fiscal, personnel, administrative, computer and facility related tasks to support program needs and operations. • Prepares, maintains, and submits all purchase orders, check requests, and expense reports to the Finance Department in accordance with Urban Pathways, funding and regulatory agency requirements and guidelines., • Ensures accountability in the purchasing of supplies and keeps expenditures within budgetary limitations., • Orders and maintains inventory of all program supplies and equipment., • Maintains accurate record-keeping of all client data, personnel files, purchase orders, and inventory., • Administers petty cash, metro card and other funds for the program in accordance with Urban Pathways policies and procedures., • Assists the Program Director and/or Director of Social Services to prepare client financial transactions (e.g. rent collection, client banking, billing etc.) for submission to the Finance Department in accordance with Urban Pathways, funding and regulatory agency requirements and guidelines., • Ensures telephone equipment, fax machine, telephone monitoring equipment, and copying machine are in working order. Serves as the program’s liaison with the organization’s IT company to troubleshoot and resolve computer issues as needed. Reports any malfunction of office equipment to the Program Director/Director of Operations and arranges for vendor services and/or repair., • Coordinates organizational and program activities including special events, as needed., • Sorts, distributes and maintains daily log of all incoming and outgoing mail as indicated in Urban Pathways policies and procedures., • Prepares reports, correspondence, memos, etc., for the senior program personnel., • Prepares and maintains minutes of staff and other meetings as assigned., • Maintains the monthly activities calendar and weekly staffing schedules, including Program Director appointments., • High School Diploma, GED or equivalent required. Bachelor’s degree preferred., • Administrative experience a plus., • Experience with homeless, people with mental health condition and substance abuse population preferred., • Strong written and verbal communication skills., • Strong computer skills and knowledge of Microsoft Office (e.g. Word, Outlook, Excel etc.). These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions.

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 an Administrative Assistant to join our Legal Department in New York. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills. Responsibilities: • Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Process and track invoices from, and payments to, outside counsel and vendors, which includes communicating with vendors regarding bills, expenses, back-up documentation and accruals., • Maintain and reconcile monthly accrual schedules for outside counsel and vendors., • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Organize and maintain the Senior Executive’s calendar, • Coordinate meetings including travel arrangements, ordering meals, lunch arrangements, meeting room preparation, and invitations, • Provide coverage for other team-based Administrative Assistants that are on vacation or sick leave, • Preparation and tracking of expense reports and reimbursements, • Assist with document production in arbitration and regulatory matters, • Facilitate visits from vendors, clients and firm personnel, • Experience as administrative assistant in a corporate environment, ideally within financial services industry preferred, • Bachelor’s degree in finance or related field preferred, • Possess a high degree of proficiency with technology including MS Office products, especially Excel, as well as Zoom/WebEx, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment, • Able to handle regular activities without prompting 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 $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionThe salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has engaged New York City’s most vulnerable residents, people on the streets or in areas unfit for human habitation, “lighting the path home, one person at a time.” Urban Pathways is a catalyst for transformative change in the lives of unhoused adults, empowering them to discover their inherent strengths and abilities. We provide essential support and foster an environment where individuals can redefine their narratives and become their best selves. Responsibilities Reporting to the Program Director, the Administrative Assistant performs clerical, fiscal, personnel, administrative, computer and facility related tasks to support program needs and operations. • Prepares, maintains, and submits all purchase orders, check requests, and expense reports to the Finance Department in accordance with Urban Pathways, funding and regulatory agency requirements and guidelines., • Ensures accountability in the purchasing of supplies and keeps expenditures within budgetary limitations., • Orders and maintains inventory of all program supplies and equipment., • Maintains accurate record-keeping of all client data, personnel files, purchase orders, and inventory., • Administers petty cash, metro card and other funds for the program in accordance with Urban Pathways policies and procedures., • Assists the Program Director and/or Director of Social Services to prepare client financial transactions (e.g. rent collection, client banking, billing etc.) for submission to the Finance Department in accordance with Urban Pathways, funding and regulatory agency requirements and guidelines., • Ensures telephone equipment, fax machine, telephone monitoring equipment, and copying machine are in working order. Serves as the program’s liaison with the organization’s IT company to troubleshoot and resolve computer issues as needed. Reports any malfunction of office equipment to the Program Director/Director of Operations and arranges for vendor services and/or repair., • Coordinates organizational and program activities including special events, as needed., • Sorts, distributes and maintains daily log of all incoming and outgoing mail as indicated in Urban Pathways policies and procedures., • Prepares reports, correspondence, memos, etc., for the senior program personnel., • Prepares and maintains minutes of staff and other meetings as assigned., • Maintains the monthly activities calendar and weekly staffing schedules, including Program Director appointments., • High School Diploma, GED or equivalent required. Bachelor’s degree preferred., • Administrative experience a plus., • Experience with homeless, people with mental health condition and substance abuse population preferred., • Strong written and verbal communication skills., • Strong computer skills and knowledge of Microsoft Office (e.g. Word, Outlook, Excel etc.). These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions.

Job Description Financial Services Business Consultant At ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work hand-in-hand with all tiers of the organization. Through our collective efforts, we provide optimal opportunities for growth and development. Each day you will be presented with a series of challenges that will position you for your personal growth and your professional advancement. At ABeam, you will work with a successful client base across a broad spectrum of industries and applications. If this exciting vision feels right for you, we invite you to apply! Position Responsibilities: A Financial Services Business Consultant provides business consulting services working with client business/IT user groups under ABeam's Manager/Senior Manager. The focus of this position is to work closely with the client business/IT unit personnel to gain an in-depth understanding of their operations, processes, services, and the context in which the business operates and delivery output that meets the client's expectations. Responsibilities include a range of activities, including: • Work with project workstream leads to facilitate the definition and documentation of business function workstreams and supporting systems process requirements and ensuring functional and technology solutions enhance and support the client’s business operations., • Understand, define, and document project workstream tasks and their progress status, as well as document the resolution/mitigation status and progress of identified issues and risks., • Identify, document, and facilitate a resolution to cross-workstream issues and schedule dependencies., • Develop clear, concise process documents, which require proficiency in interviewing skills, facilitation skills, business process requirements, workflow analysis, etc., • Assist in the analysis functions and technology alternatives and recommend to both client and ABeam project managers solutions for business issues, as well as identify opportunities to improve operational efficiency.Qualifications:, • 4-10 years of business operations experience in consulting project roles in a financial services environment, • Working knowledge and experience in financial services in one or more of the following domain areas is preferred but not required:, • Core Banking System / Operation Enhancement, • Loan / Guarantee / Fund finance, • Data Analytics, • Internal Rating / Credit Rating, • Transaction Banking / Local Remittance, • Settlement / Payment, • Market Trading (FX, Bond, Forward, Option, Derivatives, etc.), • Risk Management system implementation （Credit risk, Liquidity risk, etc.）, • AML/CFT/KYC/TMS, • Regulatory reporting, • Bachelor's Degree in Business, Finance, or Information Technology., • Solid critical thinking skills., • Strong organizational skills are necessary to succeed in a dynamic environment., • Able to create, maintain, and leverage documentation and provide support to facilitate project team productivity and project schedule timeline across multiple workstreams., • Strong problem-solving and analytical skills., • Possess excellent oral and written communication and interpersonal skills., • Good time management skills and ability to work to tight deadlines., • Microsoft Office Suite (Excel, PowerPoint, Word, SharePoint) proficiency, • This is a full-time position, no C2C or contractors, • Bilingual in Japanese preferred, • Medical, • Dental, • Vision, • Disability & Life Insurance, • Flexible spending account, • Flextime off Working At Abeam Consulting - Company Culture (jwplayer.com) Powered by JazzHR Lv3PNhP5He

About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit ___. The Opportunity We're looking for an experienced Director, Backend Engineer to join our Digital Payments team and help shape the future of our financial platform. In this role, you'll take technical ownership of core backend services that connect Uphold with global bank networks (ACH, SEPA, FPS), card networks (Visa, MasterCard), modern payment methods (Apple Pay, Google Pay) and alternative payment methods. As a senior engineer, you'll drive the design of scalable, reliable, and secure systems, mentor junior engineers, and collaborate cross-functionally with Product, DevOps, Compliance, and other engineering teams to bring impactful features to life. This is a high-impact opportunity for a seasoned backend developer to play a pivotal role in building robust systems that move millions of dollars daily and redefine how users interact with their money. What you'll be doing • Lead the design, development, and maintenance of backend services and APIs that power Uphold's global payment infrastructure., • Architect scalable and resilient services with a strong emphasis on security, observability, and fault tolerance., • Deeply understand the business domain and proactively identify technical solutions to drive product strategy., • Contribute to the evolution of the team's software engineering practices and development lifecycle., • Guide the integration with external payment networks, banking partners, and service providers., • Own the full software development lifecycle (SDLC) from ideation to deployment and monitoring., • Actively mentor and support junior and mid-level engineers through code reviews, pair programming, and architectural discussions., • Participate in on-call rotations to support production systems as needed., • Collaborate closely with stakeholders to define technical requirements and translate them into reliable solutions. What we're looking for • Bachelor's or Master's Degree in Computer Science, Engineering, or equivalent practical experience., • 6+ years of experience in backend development with a strong track record of delivering production-grade systems., • Deep expertise in JavaScript/TypeScript, with proficiency in modern backend frameworks., • Strong knowledge of RESTful APIs, RPC protocols, and microservices architecture., • Experience with event-driven systems and message brokers like Kafka, RabbitMQ, Pulsar, or NSQ., • Advanced understanding of PostgreSQL or other relational databases and Redis., • Familiarity with cloud-native technologies, Docker, Kubernetes, and AWS-based deployment environments., • Commitment to security best practices, particularly for handling sensitive financial data., • Proven experience optimizing systems for performance, scalability, and observability., • Excellent communication skills and the ability to drive consensus in a cross-functional setting., • Passion for mentorship and fostering a collaborative engineering culture. Nice to haves • Experience in the Fintech or payments industry., • Knowledge of Temporal.io or similar orchestration frameworks for distributed workflows., • Familiarity with financial protocols, ISO 20022, or payment gateway integration., • Contributions to open source or internal developer tooling., • Experience implementing CI/CD pipelines in production environments., • Familiarity with SOC2, PCI-DSS, or other compliance requirements in regulated environments. Bonus if you have • Experience in developing APIs for other products you’ve worked on., • Developing software interacting with message queues (e.g. Kafka, NSQ, Pulsar or RabbitMQ)., • Experience in integrating APIs from other services providers., • Proven record of having worked with performance budgets., • Fluency in cryptocurrencies or other digital assets as they are core to our business., • Community talks, certifications, and/or blog posts on your interests and research., • Open source project contributions of any kind, such as tools developed to solve specific problems you’ve had or fixing issues on existing projects. Importantly, if you’re looking for a senior role with us, you will have achieved many of the things above while also providing mentorship to others, and have engaged in public speaking opportunities. What we have to offer you • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success.Innovation and Impact: Contribute to pioneering projects in a dynamic and challenging environment., • Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence., • Global Collaboration: Participate in regular updates, strategy sessions, and networking opportunities across the group., • Development Opportunities: Access training and mentorship programs. Salary: $200K+ DOE, + Bonus + Benefits Be part of a great company that is revolutionizing financial services. Apply now! EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as ___ and ___ bank accounts, we offer ___, ___, a ___ and ___ in the UK, with more exciting things to come beyond. Our UK customers can also ___, ___and ___ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ ___ ✨ 📍New York, NY | 💰___ | $221,000 - $299,000 + ___ | ___ - Engineering | At Monzo, we’re building the future of digital banking - one that puts people first, not fees. We believe money should work for everyone, helping you grow, save, and spend in ways that actually fit your life. We started in the UK and became one of the most loved digital banks, trusted by millions. Now, we’re bringing that same energy, innovation, and heart to the US, empowering people to take control of their finances with clarity, simplicity, and confidence. Our US team is on a mission to make digital banking that grows your money, your way. Whether it’s cashback rewards that fit your real habits, high-yield savings with no hidden catches, or smart budgeting tools that simplify life, everything we build is designed to lift people up, not trip them up But what truly sets Monzo apart isn’t just our product - it’s our people. We’re a team of builders, problem-solvers, and big thinkers united by a shared belief that finance can (and should) be fair, transparent, and empowering. We care deeply about the work we do and the impact it has on real people’s lives. If you’re ready to make a difference and help build a bank that rewards people for being themselves, come join us. Let’s grow together. About Us Monzo Group is a leading financial technology company, with over 13 million customers in the UK, committed to providing modern banking solutions. In the last few years, we’ve built a banking app that our customers love – with extremely high daily engagement, an industry leading net promoter score, and award-winning customer support. We’ve raised over $1 billion from Capital G, Google’s growth fund, Ribbit Capital, TenCent, YCombinator, Stripe, Coatue, and others - most recently at a $5.9 billion valuation in 2024. We’re just getting started in the US. We’re an agile full stack team operating like an early stage startup but with the financial, operational, and engineering platform muscle of a larger company. We’re focused on building an amazing US product, shipping and iterating quickly, and deepening our product market fit. We’re looking for highly driven, enterprising people to help us achieve our mission to make money work for everyone. About our Engineering Team: We are a team of 20 engineers working in a startup environment and on a mission to make digital banking work for everyone in the US. We have big ambitions for the future, and technology plays a big role in creating a bank our customers want. Engineers at Monzo collaborate across disciplines to solve interesting challenges throughout the company. These range from the products our customers use everyday to underlying infrastructure, security, payments and finance, customer operations, financial crime, and data, to name just a few areas. There is scope for impact across a huge number of opportunities. Your day-to-day You’ll act as a multiplier for the engineering team, setting the technical direction, designing scalable systems and ensuring we ship fast without compromising on safety or quality. You’ll work closely with engineering and product counterparts in both the US and UK, adapting core capabilities to the needs of US customers. In this role, you’ll be hands-on with writing and reviewing code, leading architectural thinking, and making pragmatic technical trade-offs. A key part of your impact will come from raising the bar across the team. You’ll mentor engineers at all levels, helping them deepen their technical judgement while shaping a culture of excellence, inclusion and autonomy. You’ll coach others through complex problems, help them grow into technical leaders in their own right and ensure US engineering remains fast, safe and joyful to build in. Your influence will reach beyond your own code: your practices, decisions and communication will set standards for the entire US engineering organisation. You’ll be deeply embedded in shaping the future of Monzo US. Working closely with the Head of Engineering, product leaders and cross-functional partners, you’ll help define how we build a differentiated US experience, how we scale responsibly and how we make technical decisions that balance customer impact, operational effectiveness and long-term platform health. You’ll bring clarity to ambiguity, communicate decisions effectively across teams and guide the organisation through complex technical landscapes. How we work 💻: Locations & Flexible Working: Our main tech hub is in New York, but our engineers live everywhere in the US. We value meeting in person, but there’s no pressure to come into the office every day. We believe you’ll do your best work when you’re where you want to be. That said, we do ask that you spend three days per week in the NY office to help us stay connected and collaborate effectively. If you live outside of New York and we ask you to come into the office, Monzo will support you with the costs. ✨ Our offices are naturally social, especially Tuesdays, Wednesdays and Thursdays. Teams also schedule time together often for work and play – in or around the office, or online. Set up a work schedule that delivers impact and fits your life. At Monzo, we value connections, flexibility, and wellbeing. We keep our meetings during core hours to stay connected and believe in maintaining work/life balance. You’ll be empowered to manage your work in a way that suits you and your team, giving you the freedom for children drop-offs and pick-ups, walking your dog or adventurous cat, avoiding peak commuting times or gym slots, appointments, or supporting your family in an emergency. 🕒✨ Work the way that works for you with Monzo! 💼 You should apply if: • You have strong experience working on the backend of a technology product, • You want to be involved in building a product that you (and the people you know) use every day, • You have a product mindset: you care about customer outcomes and you want to make data-informed decisions, • You’re comfortable working in a team that deals with ambiguity, • You’re interested in distributed systems and writing resilient software, • You have some experience with strongly-typed languages (Go, Java, C, Scala etc.)., • You think you’d enjoy the kind of work we’re doing We're on the look out for L60 Staff Backend Engineers at the moment, you can read more in our ___ Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! What you’ll be working on: We hire very technically agnostic so whilst we use the below technologies we do not expect prior knowledge, you will be fully supported in our organised onboarding to get up to speed in the below: • ___ to write our application code (there’s an excellent interactive Go tutorial ___), • ___ for most persistent data storage, • ___ for our asynchronous message queue, • ___ and ___ to schedule and run our services, • ___ for RPC, • ___ for most of our production infrastructure and___ for most of our data infrastructure, • React for our public web apps and internal tools, • We also have physical datacenters with actual cables to connect to various third parties The Interview Process: Our interview process involves three main stages: • Initial Call, • Take home task or pair coding exercise, • Final interview: including a system design and a behavioural interview Our average process takes around 4 weeks but we will always work around your availability. One of our engineers has written a detailed blog on their experience through this process, for extra details, hints and tips please see ___. What’s in it for you: • 💰 $221,000 - $299,000 base salary➕ plus stock options, • 🏥 Great Health, Dental and Vision Insurance, • 📈 Stock Options, • 💰 Generous 401k with 4% employer match, • 🏥 Great Health, Dental and Vision Insurance, • ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team. Work the way that works for you with Monzo!, • 🏝 32 days of vacation and public holidays per year (and we require that you take all of your days each year as we believe that well rested employees are more effective!), • 🏡 Maternity / Paternity leave Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our ___, 2024 ___ and 2024 ___ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

📍New York, NY | Remote | 💰___ $161,500 - $218,500 + ___ | ___ - Engineering | At Monzo, we’re building the future of digital banking - one that puts people first, not fees. We believe money should work for everyone, helping you grow, save, and spend in ways that actually fit your life. We started in the UK and became one of the most loved digital banks, trusted by millions. Now, we’re bringing that same energy, innovation, and heart to the US, empowering people to take control of their finances with clarity, simplicity, and confidence. Our US team is on a mission to make digital banking that grows your money, your way. Whether it’s cashback rewards that fit your real habits, high-yield savings with no hidden catches, or smart budgeting tools that simplify life, everything we build is designed to lift people up, not trip them up But what truly sets Monzo apart isn’t just our product - it’s our people. We’re a team of builders, problem-solvers, and big thinkers united by a shared belief that finance can (and should) be fair, transparent, and empowering. We care deeply about the work we do and the impact it has on real people’s lives. If you’re ready to make a difference and help build a bank that rewards people for being themselves, come join us. Let’s grow together. About Us Monzo Group is a leading financial technology company, with over 13 million customers in the UK, committed to providing modern banking solutions. In the last few years, we’ve built a banking app that our customers love – with extremely high daily engagement, an industry leading net promoter score, and award-winning customer support. We’ve raised over $1 billion from Capital G, Google’s growth fund, Ribbit Capital, TenCent, YCombinator, Stripe, Coatue, and others - most recently at a $5.9 billion valuation in 2024. We’re just getting started in the US. We’re an agile full stack team operating like an early stage startup but with the financial, operational, and engineering platform muscle of a larger company. We’re focused on building an amazing US product, shipping and iterating quickly, and deepening our product market fit. We’re looking for highly driven, enterprising people to help us achieve our mission to make money work for everyone. About our Engineering Team: We are a team of 20 engineers working in a startup environment and on a mission to make digital banking work for everyone in the US. We have big ambitions for the future, and technology plays a big role in creating a bank our customers want. Engineers at Monzo collaborate across disciplines to solve interesting challenges throughout the company. These range from the products our customers use everyday to underlying infrastructure, security, payments and finance, customer operations, financial crime, and data, to name just a few areas. There is scope for impact across a huge number of opportunities. Your day-to-day This role is all about collaborating with your team to make a difference to your customers. As a backend engineer you’ll work in a squad alongside other disciplines like product managers, marketers, user researchers, designers, mobile engineers, web engineers, data analysts, business analysts, writers and more! Together you’ll build the Monzo US application. You’ll work with squads across collectives (a word we use to describe self-governing business units of ~100 people). We do not ask for formal qualifications or degree requirements, our backend engineers have a variety of different backgrounds. As long as you enjoy learning new things, we’d love to talk to you. How we work 💻: Locations & Flexible Working : Our main tech hub is in New York, but our engineers live everywhere in the US. We value meeting in person but there’s no pressure to come into the office, even if you're nearby. We believe you'll do your best work if you are where you want to be. If you live outside of New York and we ask you to come into the office, Monzo will support you with the costs. ✨ Our offices are naturally social, especially Tuesdays, Wednesdays and Thursdays. Teams also schedule time together often for work and play – in or around the office, or online. Set up a work schedule that delivers impact and fits your life. At Monzo, we value connections, flexibility, and wellbeing. We keep our meetings during core hours to stay connected and believe in maintaining work/life balance. You’ll be empowered to manage your work in a way that suits you and your team, giving you the freedom for children drop-offs and pick-ups, walking your dog or adventurous cat, avoiding peak commuting times or gym slots, appointments, or supporting your family in an emergency. 🕒✨ Work the way that works for you with Monzo! 💼 You should apply if: • you have strong experience working on the backend of a technology product, • you want to be involved in building a product that you (and the people you know) use every day, • you have a product mindset: you care about customer outcomes and you want to make data-informed decisions, • you’re comfortable working in a team that deals with ambiguity, • you’re interested in distributed systems and writing resilient software, • you have some experience with strongly-typed languages (Go, Java, C, Scala etc.)., • you think you’d enjoy the kind of work we’re doing We're on the look out for L40 Engineers at the moment, you can read more in our ___ Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! What you’ll be working on: We hire very technically agnostic so whilst we use the below technologies we do not expect prior knowledge, you will be fully supported in our organised onboarding to get up to speed in the below: • ___ to write our application code (there’s an excellent interactive Go tutorial ___), • ___ for most persistent data storage, • ___ for our asynchronous message queue, • ___ and ___ to schedule and run our services, • ___ for RPC, • ___ for most of our production infrastructure and___ for most of our data infrastructure, • React for our public web apps and internal tools, • We also have physical data centres with actual cables to connect to various third parties The Interview Process: Our interview process involves three main stages: • Initial Call, • Take home task or pair coding exercise, • Final interview: including a system design and a behavioural interview Our average process takes around 4 weeks but we will always work around your availability. One of our engineers has written a detailed blog on their experience through this process, for extra details, hints and tips please see ___. What’s in it for you: 💰 $161,500 - $218,500 base salary➕ plus stock options ✈️ We can help you relocate to New York ✅ We can sponsor visas. 📍 This role can be based in our New York office, but we're open to distributed working within the US (with ad hoc meetings in New York). ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team. Work the way that works for you with Monzo! ➕ And much more, see our full list of benefits ___ We're usually always hiring for Backend Engineers, so there's no closing date for this job. #LI-Remote #LI-STM1

ABOUT CLEARWATER Clearwater PACE, LLC (“Clearwater”) is a New York–based, institutionally backed direct lender providing C-PACE financing nationwide across all commercial real estate asset types. Our capital supports ground-up development, value-add repositioning, adaptive reuse, and recapitalizations of recently completed projects. Led by seasoned real estate credit and structured finance professionals, Clearwater structures customized, credit-driven financing aligned with sponsor objectives, supported by fully assumable loan features and flexible prepayment terms. When paired with more expensive senior or bridge debt, C-PACE provides a cost-effective source of capital that lowers WACC and strengthens the overall capital stack. We seek to hire the best and the brightest. Our team operates with autonomy, accountability, and a solutions-oriented mindset, contributing directly to the growth of a high-performance platform at the center of energy transition and structured-credit innovation. SUMMARY Clearwater PACE is seeking an Analyst or Associate (“Analyst/Associate”) to support the Originations team across sourcing, underwriting, transaction execution, and market development. This role is ideal for a highly motivated real estate finance professional looking to build deep expertise in commercial real estate credit, construction lending, and structured finance. The Analyst/Associate will collaborate closely with senior originators, assisting with outreach, screening prospective opportunities, preparing quotes and term sheets, conducting financial and market analysis, and supporting the full diligence and closing process. The role requires strong analytical skills, attention to detail, a proactive mindset, and the ability to manage multiple workstreams in a fast-paced environment. This is a high-visibility position within a growing platform. The Analyst/Associate will participate in internal and external meetings, engage with sponsors, brokers, and municipal C-PACE program administrators, and contribute directly to Clearwater’s market intelligence, pipeline development, and origination strategy. KEY RESPONSIBILITIES Origination & Market Outreach • Support outbound outreach to sponsors, developers, brokers, and intermediaries to generate new meetings., • Participate in introductory and discovery calls to assess project fit., • Assist senior originators with outreach campaigns and follow-ups., • Coordinate with Marketing to deploy materials and digital campaigns., • Maintain consistent communication with market participants to strengthen sourcing channels. Credit Underwriting • Review budgets, proformas, sources and uses, schedules, and feasibility., • Assist with underwriting, financial modeling, scenario analysis, and sensitivities., • Evaluate eligible energy measures and alignment with C-PACE requirements., • Draft credit memos with written analysis of merits, risks, and structural considerations., • Prepare quotes, term sheets, and internal materials., • Participate in diligence calls and document key takeaways. Deal Execution & Closing • Review construction contracts, schedules of values, change orders, and cost-to-complete assessments., • Support analysis of GCs and subcontractors, including capabilities and performance history., • Assist with fund-control coordination, inspection cadence, and draw processes., • Support senior-lender consent and intercreditor discussions., • Coordinate with borrowers, contractors, consultants, program administrators, and legal through closing., • Track execution risks, including permitting, redesign, and long-lead time items. Pipeline & CRM Management • Maintain accurate CRM updates on outreach, calls, meetings, and deal activity., • Prepare weekly pipeline reports, outbound summaries, and market updates., • Track competitive activity, market trends, and C-PACE program changes across jurisdictions., • Assist in identifying target markets, asset types, and sponsors aligned with Clearwater’s origination strategy. QUALIFICATIONS & EXPERIENCE • Bachelor’s degree required. Concentration in finance, real estate, economics, engineering, or a related field strongly preferred., • 1–5 years of experience in commercial real estate finance, lending, credit, or investment banking., • Strong proficiency in Excel financial modeling, underwriting, and quantitative analysis., • Ability to evaluate construction budgets, development proformas, and project-level financial statements is a plus., • Excellent written and verbal communication skills; ability to prepare polished materials for internal and external use., • Highly organized with the ability to manage multiple concurrent workstreams and deadlines., • Self-starter with strong initiative, intellectual curiosity, and a desire to develop deep domain expertise in C-PACE and structured real estate credit., • CRM experience preferred (HubSpot, Salesforce, or equivalent). COMPENSATION & BENEFITS Clearwater offers a highly competitive compensation package that includes a base salary and an annual performance bonus. Compensation is commensurate with experience and aligned with market benchmarks for this role. The firm offers a comprehensive benefits suite, including health, dental, and vision coverage, along with a 401(k) retirement plan. This role follows a hybrid schedule with flexibility based on responsibilities and business needs. EQUAL OPPORTUNITY EMPLOYER Clearwater is committed to a diverse, inclusive, and equitable workplace grounded in integrity, collaboration, and respect. We welcome applicants from all backgrounds and are proud to be an equal opportunity employer. Only candidates selected for further consideration will be contacted.

About MD Squared: MD Squared Property Group is a leader in providing top-tier property management services, specializing in managing both rental and condominium buildings throughout New York. We pride ourselves on our hands-on, responsive approach and our commitment to building strong relationships with clients and tenants. Challenging the status quo of how we manage properties includes changing the way we hire and develop our managers and staff. Vice President of Finance MD Squared Property Group is seeking a Vice President of Finance to lead our finance and accounting functions. This is a senior-level position with a path to join our leadership team. The VP of Finance will oversee both corporate and client accounting operations and directly manage the Director of Client Accounting. This is a highly visible role that will require strategic oversight, sound financial management, and hands-on execution. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally with teams including HR, Property Management, Project Management, and Executive Leadership. The ideal candidate is both a big-picture thinker and someone willing to roll up their sleeves. This role is an opportunity to shape financial strategy in a growing property management company and will have a direct impact on business performance and scalability. Essential Job Duties: Corporate Finance & Accounting • Prepare and review monthly financial statements and variance analysis., • Approve and review corporate invoices and payments., • Manage corporate banking relationships and transactions., • Oversee the corporate bookkeeper and support payroll processes in collaboration with HR., • Manage recurring and non-recurring invoicing for management, project management fees and ancillary revenue., • Prepare the annual corporate budget and assist in year-end tax documentation and preparation., • Audit corporate income and receivables on a monthly basis., • Review and calculate commissions (e.g. for Sales)., • Manage and refine systems and processes to improve accuracy and efficiency in corporate financial operations., • Provide financial support and insight to the executive team and department heads., • Identify and mitigate financial, operational and regulatory risks, including insurance, fraud prevention, etc. Client Accounting & Oversight • Oversee the Director of Client Accounting and provide support as needed on complex matters., • Review and enhance systems for ACH fraud protection and utility bill review., • Oversee ESS system administration including 32BJ union payments and employee change updates., • Provide oversight and review of financial processes for new management assignments., • Play a key role in company-wide financial planning, forecasting, and performance tracking., • Standardize accounting procedures and implement best practices across property management and corporate finance., • Collaborate with leadership on strategic initiatives including growth planning, profitability, and risk management., • Identify areas for process improvement and implement best practices in financial operations., • Participate in leadership team meetings and contribute to long-term planning as the company scales. Preferred Qualifications: • Bachelor's degree in Accounting, Finance, or related field; CPA or MBA preferred., • 10+ years of progressive experience in finance/accounting, with at least 3+ years in a senior leadership role., • Experience in property management, real estate, or a related industry strongly preferred., • Strong knowledge of accounting principles, financial reporting, and budgeting., • Excellent analytical and organizational skills, with keen attention to detail., • High degree of integrity and dependability with a strong sense of urgency and results-orientation., • Strong interpersonal and communication skills, with the ability to partner effectively across departments., • Proficient in Microsoft Excel and accounting platforms; experience with Appfolio, Xero, QuickBooks, or similar systems a plus. Base salary plus bonus.

Position Overview: Our client’s US Real Estate team seeks to hire an Analyst/Associate to support existing investors and work on growth initiatives to help expand the platform. This position emphasizes investor reporting, client inquiries, portfolio analysis, asset management reporting and product development for new products. The successful candidate will work closely with the Real Estate team, sales, fund accounting, finance, and legal, managing multiple priorities in a fast-paced, deadline-driven environment. This is a unique opportunity to join the front office Real Estate team in a dynamic and wide-ranging capacity. Responsibilities: Client Reporting & Analysis • Contribute to investor reporting cycles for Real Estate portfolios and funds., • Act as main day-to-day contact for international product specialist team., • Collaborate with the Asset Management team to gather data and insights., • Ensure accuracy and consistency in performance metrics and investor communications., • Maintain reporting templates and customize outputs for individual investor needs., • Work with Asset Management team on internal reporting requests and data tracking., • Support ad hoc reporting requests and portfolio analytics., • Partner with Asset Management to review property-level performance, monitor business-plan execution, and support preparation of quarterly asset-level narratives., • Assist in tracking leasing, capex, and operational initiatives to provide more robust analytics for investor reports., • Implement best in practice AI practices. Capital Formation & Fundraising Support • Support the launch of new Real Estate products from inception to execution., • Assist in capital raising efforts by preparing marketing and due diligence materials., • Engage with prospective institutional investors and respond to inquiries related to new offerings., • Coordinate with internal teams to ensure readiness for fundraising initiatives., • Draft marketing materials for various private real estate funds., • Respond to ongoing and ad-hoc investor requests., • Collaborate with the Asset Management team on case studies and portfolio updates., • Maintain fund-level and portfolio-level talking points., • Prepare internal and external presentations., • Build and maintain professional relationships with Sales, Asset Management, Finance, and Legal/Compliance teams., • Help manage internal messaging with key stakeholders., • Help manage platform statistic tracking and track record., • Support development of automated dashboards and data-visualization tools to improve internal reporting, portfolio monitoring, and cross-team communication. Qualifications: Education & Certifications • Bachelor’s degree required. Professional Experience • 1–3 years of relevant experience in investor relations or business development at a private real estate investment firm, investment banking, capital markets, or asset management., • Strong understanding of financial markets and private real estate strategies., • Experience executing fundraising initiatives, especially focused on private wealth, is preferred., • Proven ability to manage multiple priorities under pressure., • Strong interpersonal and organizational skills., • Excellent written and verbal communication., • Detail-oriented with a high level of accuracy., • Demonstrated ability to work effectively in a team environment. Technical Requirements • Knowledge of AI and ways to implement into business, • Advanced proficiency in Microsoft Office (Excel, PowerPoint, and Word)., • Ability to quickly learn and become a subject matter expert.

Job DescriptionThe Role: This is an exciting opportunity to join our dynamic project management team at ION. As a project manager, you will oversee the execution and completion of information technology solutions projects in the professional services arena. Provides budget analysis, labor planning, and coordination of activities between client and company personnel. Monitors project completion from initiation through delivery to meet revenue and cost projections. Oversees performance of the delivery, installation and client acceptance of capitalized equipment, enterprise software systems, or system integration projects or engagements. Typically utilizes management skills more than technical skills. Serves as mediator to internal issues and conflicting priorities for members of cross-functional teams focused on the delivery of new or existing solutions to clients. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.Key Responsibilities: • Provide leadership of multi-disciplinary professionals in a project structure in the scoping/discovery workshop, design, configuration, testing, and production support of the ION solution for the client’s business needs, • Provide direct management of all ION resources assigned to project and act as personnel supervisor for HR issues during the assignment, • Serve as the client’s principal point of contact for project status, solution quality, scope control, issues, risks, billing, personnel management, and the ION solution, • Manage project Profit and Loss, including effective project cost and revenue budgeting, analysis and forecasting, • Manage project change control, • Plan, lead, manage, and coordinate ION’s project tasks using Microsoft Project Plan, resources, deliverables, issues logs, risks logs, weekly timesheets, project expense reports, monthly invoices, and all other administrative documentation on an ongoing basis, • Determine the optimal utilization of resources at a task and personnel level, • Keep the client management and ION management informed daily regarding all project issues, risks, and delays, • Actively engage project stakeholders and manage client expectations regarding the delivery of the ION solution, • Actively coordinate the participation of client users through the client project manager to ensure project success, • Provide weekly project status reports to the client project manager, project steering committee, and ION management, including all information necessary to track the status of the project against the project plan, • Coordinate and attend project and steering committee meetings, • Manage the release to client of software updates and license keys, • Prepare, present to client, and obtain signoff of Request for Support Services, acceptance documentation, and final project acceptance, • Maximize chargeability on one or more client accounts simultaneously, • Serve as mentors and role models for the consulting staff, • Enhance, publish, and train staff regarding implementation best practices, • Coordinate and conduct employee performance appraisals for personnel assigned to projects throughout the calendar year, • Provide sales support through project plan development, estimation, and document authoring for RFP/RFI responses, sales proposals, and Statements of Work to meet the client’s desired business requirements, • Travel up to 50% of the time.Required Skills, Experience and Qualifications:, • 5+ years of project management software implementation, consulting, or systems integration, • Experience in the Energy, Commodities, Treasury, Banking or financial services industries preferred, • Excellent client-facing skills, • Excellent written and oral communication skills, • Ability to work onsite at client locations as needed, • Proven leadership skills with teams of five or more professionals, • Prior hands-on experience with structured project management, • Willingness to travel, potentially up to 50% of time., • Bachelor’s degree in finance, accounting, engineering, economics, or a related IT field or equivalent experience in a related field.

Job Description Vertical Relevance is looking for a Project Manager/ Management Consultant, to join our team as a full-time employee and work remotely. As a Project Manager/ Management Consultant, you will implement solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Role Overview * Position: Full-Time Remote Project Manager * Industry Focus: Financial Services (Banking and Compliance). * Mission: Deliver transformation programs across people, processes, and workflows. Responsibilities * Lead and implement solutions for customer engagements. * Drive success through teamwork, automation, learning, and ownership. * Communicate effectively across all levels of management. * Manage multiple priorities and deliverables independently. Requirements Experience: • 10+ years in Project Management, Banking, Risk, Regulatory Compliance, Audit, Governance, or related roles., • 5+ years in financial services, Banking, or related areas., • 5+ years in as a Management Consultant or Consultant., • 2+ year in management or supervisory/project leadership, and client facing engagements. Skills: Strong business process knowledge (Risk, Treasury, Payments, Banking Compliance, Finance). * Excellent verbal and written communication. * Proficiency in MS Office, MS Project, and especially PowerPoint. * Familiarity with OCC rules and banking regulations (preferred). Company Ethos * Values: Excellence, teamwork, automation, continuous learning, ownership. * Services: Strategy, design, implementation, training. * Team: Average 20+ years of industry experience. Vertical Relevance differentiates itself with over 20+ years of experience in the business advisory space. We understand the unique business problems Financial Services Institutions face on a daily basis. Vertical Relevance works for and with your company, ensuring our custom solutions and implementation approaches work within your unique culture and objectives. Our expertise in financial services allows us to turn concepts into realities through a multifaceted approach, involving end-to-end scope and scheduling, cost and quality assurance, and benchmark assessments. Agility in anticipating obstacles allows us to develop modern solutions to modern problems arising in the fast-paced convergence of industries today. We amplify your internal capabilities by improving organizational and professional management, data collection, and business strategy to help you capitalize on new opportunities. Powered by JazzHR Fmasv09Pdw

Job Description Position: Private Credit Analyst Department: Abacus Finance Reports To: Managing Director Employment Status: Full-Time, Exempt (Hybrid in office) Office Location: 22 Vanderbilt New York, NY Founded in 2011, Abacus Finance is a leading private credit fund, focused on senior debt financing to private equity-backed operating company investments. Since Abacus's inception, it has invested nearly $4 billion across 115+ platforms, and is currently managing ~$1.4BN across multiple vehicles. The firm targets private debt financing opportunities of up to $60 million and finances companies with EBITDA between $2 million and $15 million. The analyst will assist with structuring and executing senior debt financing transactions for lower-middle market sponsor led LBOs, acquisitions financings and recapitalizations. Key responsibilities include: • Develop initial screening materials, draft term sheet proposals, perform extensive underwriting due diligence, prepare and seek formal loan approval and assist in closing of transactions, • Prepare comprehensive loan package including write-up of issuer and transaction financial analysis, industry and market trend analysis, financial modeling, and presentation of the potential investment to the investment committee, • Manage assigned portfolio investments to monitor account performance monitor/report on assigned portfolio and ensure compliance with covenants and other loan documents, • Create presentations for both internal and external use as well as other special strategy related projects that may arise, • Bachelor's degree, • Superior academic record and job performance, • 1-3 years professional experience in banking, private credit and/or private equity, • Formal credit training and experience working in small deal teams (2-3 deal team members) preferred but not required, • Excellent excel and modelling skills, • Strong written and verbal presentation skills, • Ability to work collaboratively and think independently, • Immediate hire

Job Description Direct Counsel is representing an AmLaw 100 firm in its search for a skilled Finance Associate to join its Banking and Lender-Side Finance Practice. This is an outstanding opportunity for a motivated attorney with at least 2 years of experience in private credit, leveraged finance, or acquisition finance to join a top-ranked team working with major arrangers and direct lenders. This high-growth practice offers not only sophisticated work but also a supportive, collaborative environment where associates can thrive and advance quickly. Key Responsibilities: * Structure and negotiate complex finance transactions on behalf of leading financial institutions and direct lenders * Draft credit agreements, term sheets, and related documentation * Collaborate closely with senior attorneys and clients across a variety of industries * Manage deal flow from inception through closing * Participate in cross-border transactions and multi-practice collaborations Qualifications: * 2+ years of relevant law firm experience in private credit, acquisition finance, or leveraged finance * Strong academic credentials from an accredited law school * Excellent drafting, analytical, and client communication skills * Licensed and in good standing in the relevant jurisdiction or eligible to waive in * Team-oriented mindset with a desire to learn and grow in a fast-paced environment What’s in It for You: * Work at a prestigious AmLaw 100 firm with top-tier clients * Join a rapidly growing practice with clear paths for advancement * Collaborate with market-leading attorneys in a team-oriented culture * Competitive Cravath-scale compensation and comprehensive benefits * Multiple office location options to suit your lifestyle If you’re ready to take your finance career to the next level and work with one of the best in the business, apply today through Direct Counsel. Let us help you land your next great role.

Job Description Hospitality client is looking to hire an Accountant to their team. This position is located in Manhattan and will be in the office full time, so seeking locally based candidates only. Key Responsibilities: • Responsible for the accurate and timely reconciliation of Compass Depository Accounts, Corporate Insurance Accounts, and Corporate Investment Accounts, • Works with various bank and armored carriers to research and resolve errors, discrepancies, etc., • Works with Regional Controllers and Accountants to research and resolve ledger discrepancies, • Books maintenance and corrective journal entries, • Acts as liaison between Field (Operations and Accounting), bank and third party banking vendors., • Accounting/Finance degree, • Good Excel, • 2+ years Corporate Accounting experience with strong AP/AR experience, • Experience from an organization with multi locations/stores is preferred

Job Description Studs is a category-defining ear piercing and earring brand named one of "the 10 most innovative companies in retail for 2023" by Fast Company. Studs connects ear piercing with aftercare and earring shopping to create an end-to-end Earscaping® experience. We offer a better retail and digital experience that prioritizes safety and expertise in a cool, fun and welcoming environment, along with a wide earring assortment—all at an accessible price point. Salary Range: $155,000–$175,000 Location: New York, NY The Associate Director, Strategic Initiatives & Special Projects is a high-impact, high-accountability role reporting directly to our CEO. This person will act as a thought partner and operator—leading cross-functional initiatives that shape Studs' long-term growth and operating model. You'll help evaluate new opportunities, solve critical business problems, and drive strategic priorities forward with speed and precision. The ideal candidate brings top-tier analytical horsepower, strategy training (consulting, banking, or investing), and a proven ability to execute in fast-paced, ambiguous environments. This is a role for someone who can shift seamlessly between a board memo, a financial model, and a project stand-up—delivering work that stands up to executive and investor scrutiny. Key Responsibilities CEO-Led Strategic Initiatives • Partner directly with the CEO to lead company-critical initiatives tied to growth, new offerings, and operating model evolution, • Run end-to-end diligence on whitespace opportunities (e.g. market scans, unit economics, operating requirements, vendor/partner evaluations), • Lead cross-functional execution on strategic initiatives such as pricing architecture, studio expansion modeling, or new product incubations, • Build dynamic models and frameworks to support executive decision-making (e.g. forecast models, margin decomposition, scenario analysis), • Conduct structured research and benchmarking to support business cases (e.g. consumer trends, competitive analysis, adjacent category sizing), • Develop investor- and Board-ready materials (e.g. strategic memos, pitch decks, performance snapshots), • Work cross-functionally to clarify priorities, resolve blockers, and ensure timely execution; drive alignment across Finance, Retail, Marketing, Product, and People by clarifying priorities and surfacing risks early, • Communicate clearly and concisely in both written and live settings, adapting your message for C-suite, field operators, or external stakeholders Requirements • 6–8+ years of experience across top-tier consulting, investment banking, private equity, or high-growth operator roles, • Undergraduate degree from a top university; MBA from a leading business school strongly preferred, • Exceptional structured thinking and analytical problem-solving skills, • Demonstrated ability to lead complex, cross-functional initiatives with minimal oversight, • Comfort working directly with executive leadership and Board-facing materials, • Strong executive communication skills across decks, models, and written memos, • Proficient in Excel/Google Sheets and Slides; familiarity with Asana or Monday is a plus, • Comfortable navigating ambiguity and making decisions with imperfect information Benefits & Perks • Flexible Work Environment (3 days in office, 2 days work from home), • Comprehensive Medical, Dental, and Vision Insurance (including a plan option with $0 in-network mental health visits), • Access to Mental Health and Work/Life Resources including Online Therapy, Gender Affirmation Support Services, and Employee Assistance Program (EAP), • Voluntary Life Insurance, • Health and Commuter Tax-Advantaged Accounts, • Stock Options in connection with the Company's Equity Incentive Plan, • 401(k) Retirement Savings Plan, • Paid Time Off, Paid Safe & Sick Leave, and Paid Parental Leave, • Paid Sabbatical After 4 Years of Service, • Exclusive Employee Discounts on Piercings and Jewelry (we've got your friends and family covered too!) Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Click here for the Studs Privacy Notice for California Applicants.

Job DescriptionDescription: Small Business Developer (Business Finance-Oriented) Cooperative Development Program Full-Time, Spanish-English Required The Center for Family Life (CFL), a neighborhood-based family and social services organization in Sunset Park, Brooklyn, is looking for a dynamic and mission-driven Small Business Developer (with interest or experience in business finances) to join our team. At CFL, we are dedicated to fostering positive outcomes for children, adults, and families through comprehensive services that make a lasting impact. Our Cooperative Development Program (CDP) is a nationally recognized leader in developing worker cooperatives in low-income communities. Since 2006, we have launched 25 worker-owned cooperatives, supported over 540 worker-owners, and trained 50+ organizations in cooperative development. Together, we’re creating a new economy where workers are at the heart of the system. We’re looking for you, a bilingual (Spanish-English) professional eager to make a difference by supporting women, fostering economic equity, and shaping thriving small businesses. What You’ll Do As a Small Business Developer focused on business finances, you’ll play a key role in strengthening worker cooperatives and advancing CFL’s initiatives. You’ll have the opportunity to: Business Development (30%) • Organize and inspire community groups to develop cooperative businesses., • Support domestic workers in establishing strong governance and management systems., • Collaborate with organizational partners to amplify business development efforts., • Provide tailored guidance and resources to help participants navigate their entrepreneurial journey., • Teach worker owners the basic business finances topics such as: income, expenses, budgets, pricing, profit, loss, equity, investment, loan, income and sales tax., • Support worker owner with setting up the finance system of the cooperative. Such as the bookkeeping, invoicing, payroll, and banking systems., • Deliver hands-on business management support tailored to each cooperative’s stage of growth., • Coach worker-owners to build leadership and management skills., • Conduct essential research (e.g., market trends, legal/tax issues) and connect cooperatives with relevant resources., • Use project management tools to organize and execute initiatives effectively., • Foster clear communication among stakeholders and adapt strategies as needed., • Participate in team meetings, data tracking, and reporting efforts. We’re seeking candidates who are: • Bilingual and bicultural: Fluency in Spanish is a must., • Financially curious: Interested in or experienced with business finance topics such as budgeting, bookkeeping, or financial planning for small businesses., • Skilled facilitators: Capable of leading workshops and group meetings with ease., • Project-savvy: Experienced in managing complex projects, meeting deadlines, and collaborating with diverse stakeholders., • Educators at heart: Familiar with popular education methods for teaching business skills to adults., • Socially conscious: Committed to social justice and economic empowerment, particularly for low-income women. Preferred qualifications include a bachelor’s degree in a relevant field (e.g., Business Administration, Accounting, Finance or Community Development) and at least three years of professional experience. An advanced degree or additional technical expertise is a bonus! What We Offer Salary: $50,000–$55,000, based on experience. Benefits: Comprehensive health care (medical, dental, vision), paid sick leave, 14 paid holidays, and 20 vacation days annually. Work Environment: in-office work schedule based in Sunset Park, Brooklyn, a vibrant, multicultural community. Applications are accepted on a rolling basis. CFL is an equal opportunity employer. We are committed to building a team that reflects the communities we serve. We encourage women, people of color, LGBTQ+ individuals, immigrants, and people with disabilities to apply. Requirements:

Job DescriptionSalary: About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit. The opportunity: Uphold is looking for a Marketing Automation Specialist to join our growing CRM team. This role is central to the execution and optimization of all customer communicationsincluding lifecycle, transactional, and promotional campaignsacross email, push notifications, SMS, and in-app messaging. Youll play a key role in scaling our CRM infrastructuresupporting the setup of automated, data-driven campaigns; building reusable workflows and templates; and partnering with data and engineering teams to maintain reliable event tracking and integrations. This is a hands-on role focused on execution, optimization, and platform scalability, with exposure to campaign strategy, performance analysis, and cross-functional collaboration across Product, Engineering, Content, and Data teams. This role is a contract position with potential to convert to Full-Time Employee (FTE) based on performance, team fit, and business needs. What youll be doing: • Build, QA, and deploy automated, data-driven journeys across email, push, SMS, and in-app messaging, • Develop and maintain scalable campaign infrastructure, templates, and workflows within Customer.io, • Design and implement advanced segmentation using behavioral, transactional, and real-time data, • Support CRM team on end-to-end campaign setup, including triggers, delays, conditionals, and personalization logic, • Maintain campaign documentation, tracking, and reporting, • Partner with engineering and data teams to expand and maintain integrations and event tracking, • Collaborate with internal teams to ensure alignment and smooth execution, • Monitor campaign performance and assist in surfacing insights and optimizations, • Support A/B testing and other experimentation to improve effectiveness, • Identify and execute automation opportunities to streamline operations and scale campaign delivery Required qualifications: • 2-5 years of experience in CRM, marketing automation, or lifecycle marketing, • Hands-on experience with marketing automation platforms (e.g. Customer.io, Braze, Iterable, etc.), • HTML/CSS knowledge., • Strong attention to detail and QA discipline in campaign execution, • Familiarity with segmentation, triggers, personalization, and journey building, • Comfortable working with campaign performance metrics, dashboards, and reporting tools, • Strong organizational and project management skills, • Ability to work cross-functionally with marketing, product, engineering, and data teams, • Excellent written and verbal communication skills, • Bachelors degree in Marketing, Business, Communications, or a related field preferred Bonus if you have: • Experience working in fintech or finance-related industries., • Personal and professional experience in blockchain and crypto is a plus., • Experience with Customer.IO, • Experience with Pipedrive, • Strong data analysis skills, including SQL. What we have to offer you: • Contract-to-hire: This role is a contract position with potential to convert to Full-Time Employee (FTE) based on performance, team fit, and business needs., • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success. Salary: Up to $70,000 DOE Be part of a great company that is revolutionizing the financial services. Apply now! If this job isnt exactly what you are looking for, visit ourcareers pageto check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Job DescriptionSalary: About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the worlds top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance