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Job DescriptionSalary: $60,000 - $90,000 p/a Options Graduate and Placement Programme Location: New York Salary: Competitive Working for Options Developing and engaging our people is a strategic priority for our business. We are looking for talented individuals to join our team and contribute to Options future growth and success. We want to hear from candidates that are motivated, self-driven and have a passion to learn and develop their skills in the world of financial technology. Who are we? Options is the largest global financial technology company headquartered in Belfast. We are at the forefront of banking and trading infrastructure, serving clients globally with offices in New York, Chicago, Toronto, London, Cambridge, Paris, Hong Kong, Tokyo, Singapore, and Auckland. At Options, our services are woven into the hottest trends in global tech, including high-performance Networking, Cloud, Security, and AI (Artificial Intelligence). Why Options? * Global travel: We have offices in New York, Chicago, Toronto, London, Belfast, Dublin and across Asia. * Continuous career development opportunities: We provide professional skills development and technical training. * The chance to be a part of a self-sufficient, successful team: The Options team operates in a fast-paced environment with endless opportunities for innovation and forward-thinking. * Competitive salary: In addition to a competitive salary, Options reward employees with a range of bonus incentives and employee benefits. The Role The positions will be full-time, paid and based inNew Yorkinitially, although there will be opportunities to work from company offices in Auckland, Belfast,Hong Kong, Singaporeand London for successful candidates. We welcome applications from graduates from a broad range of disciplines including those with technical and engineering backgrounds, as well as science, business, mathematics, marketing and finance. We have a fresh new team expanding globally and we want to hear from candidates that are motivated, self-driven and have a passion to learn and develop their skills in the world of financial technology. At Options we are focused on creating a learning environment that enables you to develop and flourish in all aspects of your work. You own your career, you choose your own path, and we provide the opportunities to make it happen. Essential Criteria Strong research, writing and communication skills. Ability to work in a fast-paced and changeable working environment. Customer service experience (comfortable working with senior management and business owners). Exceptional organisational skills and strong attention to detail. Desire to travel and see the world. Ability to work independently and manage your own projects in a professional manner. Solid competency in the following: Word, PowerPoint and Excel. Candidates must have or be working towards an Undergraduate degree or have previous experience in a similar role. Desirable Criteria Previous start-up, technology or business experience. Degree level qualification or equivalent in related field. A passion for start-ups, innovation and financial technology. Strong interpersonal skills with client facing experience. Project management skills and proven ability to manage own workload. (In the case of applications for technical positions, examples of previous work are encouraged.) How to apply Please submit a CV and cover letter to the Options Graduate and Placement Programmeon the Options Career Page at your CV, please include a section on your Hobbies and Interests. On the covering letter please detail the role you are applying to, along with your availability. If you have any questions about this position, please contact .

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job Description Mercor is hiring on behalf of a frontier AI research lab operating at the intersection of machine learning, finance, and data labeling. The Lab’s mission is to harness AI to analyze markets, model company fundamentals, and generate alpha-driven insights. It brings together a multidisciplinary team of engineers, investors, and data scientists building systems that learn from both financial data and human expertise. The Role We’re seeking a Buy-Side Equity Analyst to contribute to both fundamental company research and AI data labeling initiatives. You’ll perform investment analysis, build valuation models, and collaborate with data scientists to label and structure datasets that train AI models used in investment research. This is a hands-on opportunity to gain exposure to investment banking-style modeling, AI research, and real-world portfolio thinking — ideal for students, analysts, or career switchers looking to build hybrid expertise. Responsibilities * Conduct fundamental company and sector research, with a focus on AI, software, and emerging technology. * Build and maintain DCF, comps, and operating models to assess valuation and growth potential. * Work with AI researchers to curate and label financial datasets — ensuring data quality, accuracy, and analytical relevance. * Assist in preparing investment memos and pitch materials for internal and client presentations. * Support the integration of AI insights into portfolio and valuation models. Qualifications * 2+ years of experience in equity research, investment analysis, or financial modeling preferred. * Strong proficiency in Excel, Bloomberg/FactSet, and valuation techniques. * Familiarity with data labeling, AI/ML workflows, or Python/SQL is a plus. * Excellent analytical and communication skills. * Background in Finance, Economics, Engineering, or STEM; CFA or progress toward it preferred. Why Join * Gain hands-on investment banking experience while contributing to an AI-powered research lab. * Work 20-30 hours/week — ideal for early-career professionals, or those exploring a transition into finance or AI. * Learn directly from experienced bankers, investors, and AI researchers. * Collaborate with a global, fast-moving team at the intersection of finance and frontier technology. * Shape how AI and human insight combine to redefine alpha generation. * You will have a flexible remote schedule.

Job Description Join the Origis Energy Team! Origis Energy is accelerating the transition to a carbon-free future by Reimagining ZeroSM. As one of America's leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world's net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solutions for grid power generation, performance optimization, and long-term operation of solar and energy storage plants across the U.S. Founded in 2008, Origis Energy is headquartered in Miami, FL. The Origis team, regarded as one of the leading developers in the U.S., is committed to living five core values in all interactions both with each other and external stakeholders: Solve for Tomorrow. A role with Origis Energy puts you at the forefront of the transition to clean energy. Are you ready to bring new ideas? Do you exist to find solutions? That's how we revolutionize energy and build a carbon-free future - through unmatched service and relentless innovation. Rise Together. To succeed here, you'll collaborate with others and work as one team, across various teams including solar and energy storage development, financing, engineering, procurement and construction (EPC) and operations, maintenance and asset management. Are you open to diverse perspectives and prepared to work seamlessly across disciplines to reach our collective goals? Perform at Peak. We're seeking team members who bring authentic energy and passion to every task. How can you use your natural strengths, genuine optimism and intelligence to make your greatest contributions to Origis? Inspire & Grow. The Origis team is comprised of knowledgeable, passionate solar and energy storage experts who bring deep expertise and solution-driven thinking to clients. A successful Origis team member encourages others and sets a high bar for growth. We have a culture of continuous improvement because each team member takes the role of both learner and mentor. Be Resilient. The spirit in which we tackle the energy challenges and objectives of our clients means we consistently stretch for the extra mile. We all take initiative and remain adaptable, overcoming obstacles by prioritizing respect. Origis Energy is seeking a finance professional for the role of Investment Associate or Manager to join our growing team. This position will assist the Company in evaluating, underwriting and managing investments in utility scale Solar and Battery Energy Storage System projects, evaluating project-level financing options, performance reporting and asset management for existing operational projects. The Investment Associate or Manager is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. Key Responsibilities • Investment related tasks, including:, • Excel-based project financial modeling, structuring support, ad-hoc investment analysis, • Build and maintain project financial models throughout all stages of the project lifecycle, from inception through operations, • Liaising with relevant cross-functional stakeholders (Business Development, Project Development, Engineering, O&M, Procurement, Tax, Data Science, Legal, Capital Markets) to ensure project information is accurate and consistent, • Preparation and presentation of pricing and final investment memos to the Company's Chief Executive Officer and investment committee, • Analyzing and evaluating strategic corporate M&A opportunities, • Provide modeling support and guidance to Capital Markets team on debt and tax equity project financings, • Assisting with pricing, negotiation, and evaluation of power purchase agreements (PPAs) and battery tolling agreements, with a particular focus on performance forecasting and quantifying financial impacts of risks and key terms; performing analysis of existing contracted and operating fleet to benchmark underwriting against real-time data to create a feed-back loop for process improvement, • New market research and analysis includes:, • Ability to understand key power-market trends in both regulated and deregulated power markets and how they relate to the Company's portfolio, • Providing thought leadership on commercial negotiations as well as help drive internal development priorities for optimal return on capital, • Ability to understand federal, state and local programs for renewable energy incentives and siting / tax opportunities, • Analyzing the incentive and tax environment and ability to underwrite various revenue streams, • Financial Planning & Analysis duties includes:, • Prepare detailed budgets for investment projects, reporting on budget to actuals and be responsible for cash management on relevant investment projects, • Coordinate all activities to assure a successful and timely realization of the project, • Communicate with Capital Markets, Accounting and FP&A department on changes on projects and corporate liquidity impacts of projected tax equity & back-leverage financings, • Other tasks include:, • Assist in the acquisition and sale of projects, • Demonstrated knowledge of renewable energy power plants, • Expert financial modeling skills are essential; prior financial modeling experience (LBO, Cash Flow, Debt Sculpting), • Intimate knowledge of tax equity and project financing structures, including a deep understanding of tax equity partnership accounting (inside / outside basis), • Ideally 3+ years' experience in renewable energy development / private equity / investment banking / project finance; 2+ years' experience in renewables / solar strongly preferred, • Exposure to PPA agreements, • Base level understanding of power markets, • High degree of initiative and work-ethic, • Intellectual curiosity and a sincere interest in renewable energy and a passion for learning, • Proven organizational skills, ability to manage numerous unrelated tasks simultaneously, • Proven ability to deliver quality products under strict deadlines, • Ability to make evidence-based data-driven decisions, • A dedication to accountability and transparency (strong ownership mentality), • Strong problem-solving skills, • Excellent self-directed research capabilities, • Ability to work cross functionally and display emotional intelligence, • Strong team attitude, easy to get along with, willing to learn and take on new tasks, energetic about getting work done Travel Up to 10% as deemed necessary by the organization Level Associate or Manager level depending on experience and qualifications – no direct reports Origis Energy is an Equal Opportunity Employer (EOC). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. We embrace and encourage our employees' differences as that is what makes our employees unique. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. More information is available here. California Applicants: Please review our California Privacy Policy and Notice at Collection. Request for Support or Accommodations: As part of our effort to provide equal opportunity to qualified disabled veterans and individuals with disabilities, we are happy to offer support and special accommodations in order for you to successfully reach us with your interest. Please reach out to us at if you would like to request help with your application.

Job Description Investment Banking Internship We’re looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investment banking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution. This role is perfect for aspiring finance professionals—whether you're a student, a recent grad, or transitioning from another field—who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key. Key Responsibilities: * Conduct industry and market research; build and maintain DCF valuation models. * Deliver detailed company valuations and financial performance analyses. * Calculate essential financial ratios; support annual budgeting and forecasting efforts. * Create financial statements and contribute to the preparation of M&A materials. * Develop underwriting frameworks to evaluate asset risks and market shifts. * Analyze business data to uncover patterns, insights, and opportunities. * Present financial insights and discrepancies clearly and effectively. Qualifications: * Open to students, graduates, and career changers exploring finance. * International or cross-cultural experience is an asset. * Skilled in Microsoft Excel, PowerPoint, and Word. * Strong analytical thinking and quantitative reasoning. * Clear communicator with strong presentation skills. What You’ll Gain: * Remote work flexibility. * Personalized mentorship from seasoned professionals. * Early, practical exposure to the investment banking lifecycle. * Competitive compensation available for candidates with relevant experience. Compensation: Up to £7,000 / €8,000 / $8,200, based on experience and internship type.

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 Charlie Health delivers life-saving mental healthcare to young people — and our ability to sustainably deliver care relies on a strong, efficient revenue cycle. As Product Manager, Billing (RCM), you will own the end-to-end revenue cycle management (RCM) experience, ensuring that billing processes for clients, clinicians, and payers are seamless, transparent, and optimized. From insurance verification and claims submission to payment posting and collections, you'll build solutions that reduce friction, improve accuracy, and drive financial sustainability. In this role, you'll drive initiatives across claims management, eligibility and benefits verification, denial management, patient billing, and reporting. Your mandate is to deeply understand the needs of our clients, clinicians, and billing teams, identify moments of friction, and deliver product solutions that improve efficiency, reimbursement, and client satisfaction. You'll partner closely with Revenue Cycle Operations, Clinical, Finance, Data, and Engineering to build tools that make it easier to deliver and sustain care. This is a high-impact role for someone who thrives at the intersection of strategy, execution, and empathy. You will set the product vision for billing workflows, own the roadmap, and roll up your sleeves to execute—from discovery and experimentation through launch and iteration. You'll lead through influence, driving alignment across stakeholders and inspiring cross-functional teams to deliver solutions that keep Charlie Health sustainable and accessible. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Own the end-to-end billing and revenue cycle journey, from intake through collections, ensuring workflows are accurate, efficient, and client-friendly., • Lead product strategy and execution for eligibility verification, claims submission, denial management, patient billing, and revenue reporting., • Partner with Design, Engineering, Revenue Cycle Operations, Clinical, and Finance to define and deliver solutions that address real user pain points and business priorities., • Define and measure success across billing workflows, including first-pass claim acceptance, denial rates, days in A/R, and client billing satisfaction., • Develop a deep understanding of the needs of clients, families, payers, and clinicians navigating the billing process, ensuring our solutions are transparent and supportive., • Drive discovery and experimentation to identify the most impactful ways to reduce billing friction and improve collections., • Translate high-level goals into product roadmaps, prioritizing effectively to balance long-term vision with short-term delivery., • Communicate product vision, plans, and progress clearly to stakeholders and executives across the organization.Requirements, • At least 4-6+ years of product management experience owning complex, end-to-end product experiences in a fast-paced, mission-driven environment—ideally in healthcare, fintech, or enterprise SaaS, • Proven track record of launching products that significantly improved operational efficiency, accuracy, or financial performance., • Strong product instincts with a data-informed approach to prioritization and iteration., • Experience leading discovery, research, and experimentation cycles in operationally complex domains., • Skilled at aligning cross-functional partners and communicating clearly across technical and non-technical audiences., • Fluent in SQL and experienced with A/B testing and experimentation frameworks; able to design experiments and analyze data to inform product decisions.Benefits 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 $150,000 and $225,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $165,000 and $247,000 per year. 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., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. 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 DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. The Opportunity Monstro is hiring a VP of Product who is AI-native and thrives in high-ownership, early-stage environments. Product direction, documentation, and early designs are already in place. Now we need a product leader who can turn that foundation into a scalable product engine. Monstro is defining an entirely new category in modern banking and this is not a traditional "inherit a mature team and roadmap" role. It's a hands-on leadership role for someone who builds the operating model and scales products from a defined MVP to multi-bank adoption. If your experience is rooted primarily in process management at large organizations, this is not the right fit. You'll work directly with the Founder, COO, and CTO to build the operating model for how Monstro designs, ships, and iterates across two products: • a bank-branded mobile consumer experience, and, • Turn existing vision and designs into a clear product development workflow., • Define a modern, AI-first product process., • Leverage AI tools to explore concepts, workflows, prototypes, and user journeys., • Start from a defined MVP: finalize, refine, and prepare it for early customers., • Lead the product evolution beyond MVP as we expand into multiple banks., • Shape the roadmap across mobile consumer experience and institutional workflows and tools., • Own the bank-branded mobile experience and the institutional platform., • Partner directly with engineering and design to ship quickly and iterate., • Establish simple, effective ways of planning, prioritizing, and making product decisions., • Create the language and mental models for a new financial product category., • Define how banks guide customers using AI-native intelligence, creating a modern approach to financial guidance, personalization, and actionability.You're a solid fit if you…, • Think in first principles, not legacy banking logic., • Apply AI across design, product requirements, and technical handoff to speed up exploration and iteration., • Can move between consumer UX and institutional workflow design., • Listen closely to early customers, surface the most important product opportunities, and translate them into fast, high-impact improvements., • Have built products with minimal resources, imperfect inputs, and fast iteration cycles., • Are energized by building a new product category rather than optimizing an existing one.Experience, • 10+ years in product; solid early-stage or growth-stage experience, • AI-native mindset with hands-on experience across design, product requirements, user stories, and technical handoff, • Experience in fintech, wealth, banking, or complex data products is preferred, • Strong builder DNA (you have shipped products without an army behind you)Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a leadership team with a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Compensation: $250K–$280K base + equity and performance upside.

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 Charlie Health delivers high-acuity virtual behavioral care at national scale. Our Admissions, Outreach, Finance, Clinical, and Operations teams rely on Salesforce to guide patients through life-saving treatment. Salesforce is the operational backbone behind their work. It powers how families are onboarded, how referrals move through the system, and how teams coordinate care every day. As Engineering Manager, Salesforce, you'll lead the team responsible for building and sustaining this mission-critical platform. You'll shape how we plan, deliver, and support Salesforce at scale, ensuring the system stays reliable as demand, data, and complexity continue to grow. Your work will help Admissions process referrals faster, give Outreach teams clearer visibility into families who need support, and keep our operational systems connected and efficient. The systems you guide will simplify complex workflows, improve reliability across departments, and help us deliver care with greater speed and consistency. If you want to lead a team at the center of Charlie Health's growth and shape a platform that enables staff across the organization to serve clients more effectively, this role is for you. Responsibilities • Lead and manage the Salesforce engineering team, including admins and engineers, with a focus on delivery, reliability, and continuous improvement, • Partner with Product, Engineering, and operational leaders to define priorities and deliver scalable Salesforce solutions, • Ensure stability and performance of the Salesforce platform as usage and complexity grow, • Oversee planning, execution, and cross-functional alignment for all Salesforce initiatives, • Shape architectural direction and key technical decisions, supported by senior technical contributors for detailed design and implementation., • Develop, coach, and support the growth of the Salesforce team as it expands, • Establish processes that improve predictability, quality, and collaboration across the team, • Drive quarterly planning and roadmap discussions in partnership with Product and business stakeholdersRequirements, • 7+ years of experience working on or managing complex Salesforce implementations in high-growth environments, • 2+ years of people management experience leading technical teams, • Strong understanding of Salesforce architecture, integrations, and platform capabilities, • Experience partnering closely with technical leads, product managers, and cross-functional stakeholders, • Ability to manage ambiguity, prioritize competing demands, and drive iterative delivery, • Demonstrated success leading teams through complex roadmap execution and platform-scale challenges, • Excellent communication, organization, and stakeholder management skills Additional Information The total target base compensation for this role will be between $185,000 and $265,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $215,000 and $265,000 per year. 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., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. 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 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 DescriptionD.A. Davidson & Co. - the Strength of AdviceOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. Qualifications: • Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA., • Junior in college., • Excellent verbal and written communications skills., • Self-motivated, with a strong desire to excel in a challenging field., • Working knowledge of business software (especially Word, Excel and PowerPoint)., • General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.)., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Teamwork skills and strong work ethic., • Flexibility to work long hours, nights, and weekends, as needed for workflow.In this role you will:, • Research and provide presentation / research material for pitch books, memorandums, presentations and other projects, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Work on various projects to support client relations, • Support business development activities of senior investment bankers, • Monitor and update contact/deal database as needed for specific deal teams

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As Global Head of Customer Success, you will lead this mission-critical function as the voice of the customer at the executive level. Global Relay's product portfolio and customer base have grown exponentially, which requires our service model to evolve. This role will drive strategic direction for 20,000+ customers (multi-9 figure portfolio), with emphasis on driving enterprise success through retention, growth, and satisfaction. Reporting to the Global Head of Sales, you will lead a global team to optimize the customer journey and build long-term customer value. This is a unique opportunity to build and scale a world-class team and shape the future of Customer Success in the financial services sector and beyond. Your responsibilities: Strategic Leadership & Vision • Develop and execute a comprehensive customer strategy for Customer Success to oversee a multi-9 figure customer portfolio, ensuring measurable outcomes through proactive engagement, world-class service, and product adoption, • Set clear objectives and KPIs for customer satisfaction, retention, and growth, such as NPS and expansion revenue, • Build strategies to maximize customer retention and lifetime value, reducing churn and identifying upsell/cross-sell opportunities, • Lead and scale a high-performing global team of over 60 professionals (including regional leaders, individual contributors and operations analysts) to meet growing demand, • Mentor and empower reporting leadership team to deliver exceptional service and achieve strategic objectives, • Own customer success KPIs: retention, expansion revenue, NPS, and customer health, • Collaborate with finance, product, and sales teams to align customer success initiatives with broader business outcomes, • Partner with commercial teams and respective leadership including Sales, marketing (CMO), product (CPO), Legal (CLO), etc.) to ensure alignment and execution of go-to-market plans, • 15+ years of experience in senior leadership roles, ideally within SaaS or technology sectors, • Proven success leading customer success teams in a SaaS environment, with a track record of scaling teams and strategies across multiple regions, • Deep understanding of SaaS business models, customer lifecycle management, and subscription revenue dynamics, • Expertise in implementing global service models that satisfy customer demands across geographies, verticals and personas, • Excellent leadership, communication, and interpersonal skills, with the ability to inspire and motivate teams and work with the C Suite, • Financial Acumen: Strong understanding of complex deal structures, deal desk operations, SaaS financial models, and pricing strategies, • Experience in negotiating and designing enterprise contracts, revenue recognition, and aligning customer success metrics with financial outcomes, • Demonstrated SaaS success in the financial services industry (banking, fintech, insurance, etc.), and other regulated industries e.g., Healthcare is an attribute Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$200,000—$300,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

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), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: • Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients., • Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform., • Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration., • Develop in-depth understanding of suite of wealth management products, existing and new., • Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity., • Collaborate with team members to ensure coordination of territory coverage., • Ensure presentation materials are accurate and up to date., • 3-5+ years of sales experience in asset management or within an investment manager platform., • FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire)., • Proven track record of meeting or exceeding sales targets in a regional role., • Excellent verbal and written communication as well as interpersonal skills., • Possesses a firm understanding of SMA’s, alternative investments and traditional wrap fee products., • Confident and effective in client facing meetings and presentations., • Ability to travel extensively within the assigned territory. For job postings in New York City and Chicago, 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 Chicago 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 $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job DescriptionVaro is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. Each member of the Data team plays an integral part of what we are building at Varo. We rely on advanced techniques in machine learning, cloud platforms and big data to drive decisions across the organization. If you are interested in working with an impressive team of Data pros who collaborate and challenge each other, and want to solve interesting problems to propel the company’s growth, apply now!What you'll be doing • Develop custom models and algorithms to apply to large datasets, as well as, processes for monitoring and analyzing their performance, • Mine and analyze data from different resources, and use predictive modeling to increase and optimize customer experiences, customer acquisition, underwriting and other business outcomes, • Assess the effectiveness and accuracy of new data sources and data gathering techniques, • Understand and apply proper risk framework to your analysis and modeling., • Work with stakeholders throughout the organization to identify opportunities for leveraging data to drive business decisions, • Collaborate cross functionally to implement models and monitor outcomesYou'll bring the following required skills and experiences, • 7+ years of experience in Analytics, Data Science or Data Engineering as an individual contributor, • An advanced degree in a quantitative field - computer science, engineering, statistics, operations research, economics, etc, • Credit and / or Fraud Risk modeling experience in consumer finance is nice to have, • Strong problem solving skills with an emphasis on translating real-life problems into a concrete model development strategy. Blend academic rigor with a sense of pragmatism for rapidly prototyping and delivering solutions, • Experienced in using Python for analysis and modeling, • Experience applying a wide range of statistical techniques to large data sets, and understanding their real-world advantages/drawbacks, • Experience using web services (AWS, GCP), and distributed data/computing tools (Spark, Map/Reduce, Hadoop, Hive, etc.), • Excellent cross-functional communication skills

Job DescriptionSenior Accounting TechnicianEmployment Type: Full-Time, Mid-LevelDepartment: Finance CGS is seeking a Senior Accounting Technician to join our team supporting the mission of a large federal agency. This position will entail a wide range of duties including management of accounts payable, reimbursement activity, collections, and account oversight. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Adjustment of the payroll/labor transactions via re-org processing.- Correct and processes federal government travel in accordance with policies and regulations.· Verify, analyze, and maintain financial information used by the DOJ Office of the Comptroller.· Use various electronic software and databases, such as UFMS, JEDI and JEDI-2, SAFARI, E-2, and SAMS.gov, to analyze complex data sets.· Use various software packages, databases, and online resources to record and retrieve financial data, particularly related to reimbursable and billing process.·Use a financial management system to track expenditures of multiple accounts.· Generate reconciliation reports from a financial management system and reconcile financial books /reports weekly.· Prepare financial reports and documentation for review and signature by DOJ Office of the Comptroller Management and numerous other U.S. Government agencies.·Assist and provide support to other sections of DOJ in UFMS transaction processing and provide suggestion in system errors resolutions.· Compose memorandums, referencing financial reports and activities, as well as letters to the outside vendors and agencies, as needed.· Composes and disseminates correspondence, prepares forms and financial documents, manage databases, maintains the office files, routes paperwork, schedules and assists with web conferences, prepares meeting room and office events.· Performs other duties, either as assigned or on own initiative, that are necessary for regular or special projects undertaken by the division.· Contributes to team efforts, as needed. Qualifications:- Two-year degree in accounting or four-year degree in a related field (finance, business, banking, or economics) with 30 credit hours in accounting.- Knowledge of manual and automated accounting systems used by banking, financial and other institutions.- Experience working with commitments, obligations, and interagency reimbursement agreements.- Experience working with the quarterly review, accrual and closeout process.- Ability to provide analysis and technical support for a variety of financial activities.- Ability to identify and analyze change in budgetary and/or financial activities.- Ability to research and analyze financial data.- Must be a US Citizen upfront.- Must be able to obtain a Public Trust Clearance. Ideally, you will also have:- UFSM, JEDI, SAFARI, E-2, and Excel proficiency.- Budgeting Cycle Management.- Financial Management.- Accounts payable (A/P) and Accounts receivable (A/R) management and processing.- Reimbursable agreements analysis and management.- Obligations processing and committed funds tracking.- Auditing and accounting services.- Cash flow analysis.- Statistical analysis.- Financial fraud-related research.- Electronic data acquisition and processing.- Systems analysis and administration.- Database user support.- Reporting.- Record Management.- Business legal compliance.- Special projects.- Analytical and critical thinking, time management and organization.- Excel proficiency with skills to include various formatting, sorting, and correction of data, and table manipulations, such as: Table array, Sum function, Max min function, Vlookup, Trim, Pivot table, Arithmetical formulas. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Qualifications: • Bright, professional, and motivated with the desire to excel in an intellectually challenging environment, • 2-3 years experience working in investment banking or transaction experience finance required., • Have executed at least two deals start to finish, • Interest and curiosity in the Technology sector, • Bachelor’s degree with a minimum 3.5 GPA., • Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects?, • Working knowledge of business software (especially Word, Excel and PowerPoint)., • High level of financial knowledge (financial modeling, macroeconomics, current events, etc.)., • Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field., • Good judgment in confidential situations and ability to exercise discretion when handling confidential information., • Flexibility to work long hours, nights, and weekends, as needed for workflow., • Possession of Series 79 (Series 7 may be applicable) and 63 licenses requireIn this role you will:, • Develop financial modules to analyze a wide variety of client-specific projects., • Collaborate with an industry team from peer analysts to managing directors., • Support business development activities of senior investment bankers., • Attend client meetings and interact on transactional and technical issues.

Job DescriptionSalary: 168,000-201,000 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 integrates with more than 30 trading venues, including centralized and decentralized exchanges, to deliver superior liquidity and optimal execution. Uphold never loans out customer assets and is always 100% reserved. The company pioneered radical transparency and uniquely publishes its assets and liabilities every 30 seconds on a public website (). Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit . Job Summary We are looking for a finance-oriented Senior Software Engineer to join our Trading Strategies team. This role is at the intersection of quantitative finance and software engineering, where you will be responsible for building the core of our trading operation. You will design, implement and maintain the pricing models and automated trading strategies that drive our profitability. This is a unique opportunity to apply your software and quantitative skills to solve complex financial problems in the dynamic world of cryptocurrency markets. If you are excited by algorithmic strategy development, market microstructure and building sophisticated models that perform at scale, we would love to talk to you. What you'll be doing primarily: • Building and maintaining sophisticated pricing models for a wide range of digital assets., • Developing and enhancing our backtesting and market simulation frameworks to rigorously validate strategy performance and risk characteristics., • Working closely with traders and quantitative researchers to translate trading ideas into robust, production-ready code., • Contributing to the systems that manage strategy configuration, deployment and real-time parameter tuning., • Analysing strategy performance metrics and market data to identify opportunities for improvement and new alpha generation. Required Qualifications: • BSc or advanced degree in a quantitative field like Computer Science, Mathematics, Statistics, Physics, or Engineering., • 5+ years of professional software engineering experience, preferably in a financial trading environment (e.g. hedge fund, prop trading firm, or investment bank)., • Proficiency in a high-performance language (Golang/ C++/ Java) and experience with a data analysis language (e.g. Python)., • Demonstrable experience building pricing models or algorithmic trading strategies., • Strong understanding of financial market concepts, market microstructure and common trading algorithms., • Excellent quantitative and analytical skills., • Fluent written and oral English skills. Bonus if you have: • Experience building high-fidelity backtesting or market simulation environments from the ground up., • Deep knowledge of cryptocurrency market structure, DeFi protocols and on-chain data., • Familiarity with data analysis libraries (e.g., Pandas, NumPy, SciPy) and machine learning concepts., • Experience working with large-scale time-series data and databases (e.g., KDB+, InfluxDB, TimescaleDB)., • Experience in a performance-sensitive or low-latency environment. What We Offer • Innovation and Impact: Contribute to pioneering projects in a dynamic and challenging environment., • Competitive Compensation: Stock options, performance bonuses, and comprehensive benefits on top of a competitive salary., • 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., • Flexibility: Enjoy options to work from home, other locations, or adjust your hours., • Inclusive Environment: Value and respect diverse perspectives. Our Benefits • Annual bonus program based on individual, team and company performance., • Home office stipend for a productive setup., • Generous PTO, healthcare, and employee assistance programs., • Engaging events and celebrations. Visit our careers page for more exciting opportunities, if this role isnt the perfect fit. Salary: $168,000 - $201,000 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 Description Junior Program Manager MUST be local to New York City. Hybrid Schedule at least 3 days onsite. 5-8yrs exp Salary Range: $110k to $150k No Sponsorship To qualify for this role, you must have current experience working in a financial firm on banking transformation projects, have the ability to dive deeply into projects and have the personality to push back stakeholders to gather necessary information. Must be able to work independently, pro-actively, multi-task, be open to learning and building relationships. You must have cross-functional experience working on the programs covering majority of the functional areas at the firm (e.g. Finance, Compliance, Legal, IT, HR, FO, Data Management,etc). You will be responsible for leading and managing the assigned large programs, within the determined timeline. You must be able to adapt to potential changes in program delivery, have critical thinking multitask, be highly structured and organized, and have attention to detail Key Responsibilities: • Drive execution of key initiatives through the full project life cycle from strategic project planning to delivery including development of target state business processes. Work across multiple functions and legal entities to structure and manage end-to-end project efforts through deep understanding of requirements, technologies, cross-functional impact, and business strategy, • Ensure target end state is delivered inclusive of required governance, business process redesign and appropriate controls, • Manage weekly status reporting (Steercos), understand and maintain program's RAID log, run daily and/or weekly working groups to support successful program delivery, • Experience and track record of delivery of major cross functional initiatives at large and complex financial institutions. This includes how to structure initiatives, project planning, budgeting, and resource allocation, • Knowledge and experience of regulatory change management, • Strong business, analytical, quantitative, problem-solving and decision making skills, • Exceptional stakeholder management skills including experience at performing this across multiple functions, committees and areas, • Superior communication skills: both written and oral with technical and non-technical staff, • Solid knowledge and expertise in the use of project management methodologies and tools

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 POSITION: Executive Assistant, Finance Department REPORTS TO: Vice President for Finance STATUS: Full-time, Exempt RANGE: $65,000 - $75,000 SUMMARY: Founded in 1901, Brooklyn Law School is a distinguished, independent law school located in Downtown Brooklyn, New York. The Executive Assistant, Finance Department provides administrative and project support to the Vice President for Finance and assists the Assistant Vice President for Budget & Planning and the Controller. This role ensures smooth operation of the Finance Department by managing administrative workflows, coordinating communication, handling mail and deposits, and assisting with financial documentation and reporting tasks. The position requires strong organizational and communication skills, attention to detail, and proficiency in Microsoft Excel and PowerPoint. The ideal candidate is comfortable working with financial information, drafting reports or presentations, and communicating directly with financial institutions and internal departments. Responsibilities include: • Provide direct support to the Vice President for Finance, serving as the primary point of contact and gatekeeper for the Finance Department., • Research and assist with special projects; prepare reports, correspondence, and presentations, including updates to Finance Department procedures and SOPs., • Liaise with banking and financial partners to manage account documentation, correspondence, and transaction inquiries., • Prepare and format Excel spreadsheets, PowerPoint materials, and reports to support finance projects, audits, and internal communications., • Process incoming and outgoing mail; ensure timely routing and tracking of key documents., • Receive, organize, and record checks and cash for deposit per internal controls and finance policies., • Support accounting operations as needed, including credit card reconciliation, expense documentation, and record keeping., • Coordinate departmental meetings, including agendas, materials, and minutes., • Maintain organized electronic and paper files, ensuring confidentiality of financial and personnel information., • Support departmental staff with administrative requests, onboarding of new employees, purchasing supplies, and maintaining equipment or shared resources., • Track and follow up on outstanding items and communications across the department., • Bachelor’s degree in business, finance, administration, or a related field., • Three or more years of administrative experience, preferably in a finance, business, or higher education setting., • Proficiency in Microsoft Office Suite, including Excel and PowerPoint., • Strong organizational, written, and verbal communication skills., • Proven ability to handle sensitive and confidential information with discretion., • Detail-oriented and dependable, with the ability to manage multiple priorities., • Comfortable communicating with banks and external partners in a professional manner., • Demonstrated ability to use technology to streamline and improve office operations., • Experience working in a Finance, Accounting, or Budget office., • Familiarity with Ellucian Colleague, Workday, or similar ERP systems. Affirmative Action/EEO statement It is the policy of Brooklyn Law School to be impartial in the treatment of all employees and applicants for employment without unlawful discrimination as to race, creed, religion, color, natural origin, citizenship status, gender, age, veteran status, disability, marital status, union affiliation, political affiliation, sexual orientation or preferences or any other legal protected status.

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 Charlie Health is seeking a strategic, execution-focused Care Strategy Senior Associate / Manager to lead the launch of new clinical offerings, expansion into adjacent service lines, and strengthen our admissions and clinical intake operations. In this highly cross-functional role, you'll collaborate with Product, Clinical, Admissions, and Analytics teams to bring programs from concept to scale. You'll design and optimize workflows, stand up pilots, and implement performance tracking to ensure each initiative – whether a new product launch or an admissions process improvement – delivers measurable impact and advances our mission to expand access to high-quality care. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Program Development & Launch, • Help in piloting and scaling new business lines, clinical programs, and adjacent services., • Drive cross-functional planning and execution with Clinical, Admissions, Product & Engineering, and Analytics teams., • Address execution gaps to ensure smooth transitions from pilot to full-scale launch., • Contribute to quarterly planning and long-term roadmaps for new programs and initiatives., • Operational Excellence & Experimentation, • Identify bottlenecks across Admissions and Care teams through data analysis., • Design and test improvements (e.g., staffing models, QA tooling, team structures)., • Clearly communicate tradeoffs - speed vs. accuracy, scale vs. personalization, margin vs. experience., • Performance Measurement & Analytics, • Develop KPIs and reporting to track program adoption, retention, and impact., • Use SQL, Excel, and BI tools to analyze data, build dashboards, and create decision frameworks., • Vendor & Partnership Strategy, • Evaluate external vendors vs. internal builds with Product & Engineering., • Lead due diligence, assessing capabilities, integration complexity, and total cost of ownership., • Present partnership or M&A recommendations grounded in ROI and risk analysis., • Communication & Stakeholder Management, • Deliver concise briefs, memos, and updates to align stakeholders., • Set timelines, ensure follow-through, and proactively unblock work to hit deadlines.Requirements, • 4+ years of experience in investment banking, private equity, top-tier consulting, growth or public market investing, or strategy/ops at a fast-growth startup, • Bachelor's degree in Business, Finance, Economics, or similar analytical subject area, • Experience diagnosing operational bottlenecks, designing scalable solutions, and driving implementation effectively across teams, • Strong analytical acumen – expert-level Excel skills and proficiency in SQL or similar tools, • Ability to run multiple high-impact workstreams independently in a fast-paced, ambiguous environment, • Exceptional written communication—succinct, structured, and useful, • Strong bias for action, with a track record of pushing initiatives across the finish line, • Experience in marketplace, digital health, fintech, tech-enabled services, • Familiarity with data tools like Tableau and Snowflake, • Prior experience at a high-growth startup requiring end-to-end ownership of strategic projectsBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $150,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $136,000 and $165,000 per year. 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 Hamilton-Madison House is a nonprofit settlement house dedicated to improving the quality of life of its community, primarily the Two Bridges/Chinatown area of Manhattan's Lower East Side. The House provides a wide range of programs and services designed to enhance the quality of life for all residents of the Two Bridges/Chinatown area and throughout New York City’s five boroughs, including childcare, youth development, senior services, behavioral health, and immigrant and community services. More information on Hamilton-Madison House can be found at . The primary role of the Accounting Specialist is to support the Finance staff in managing day to day financial transactions, budgeting and reporting. Responsibilities: • The Accounting Specialist is responsible for providing accounting support for Hamilton-Madison House’s government contracts, including budgets, financial reporting, preparing vouchers and justifying expenses for drawdowns, • The Accountant will also assist with the monthly close process, financial reporting, collaborate with colleagues of the Finance Department regularly, pitch-in for colleagues as needed, and provide excellent support to staff across the organization., • This role reports to the Chief Financial Officer (CFO) and requires a high level of accountability and responsibility., • Process HMH bi-weekly payroll and other payroll related duties as assigned by the CFO, • Responsible for recording and processing Accounts Receivable, daily banking transactions, • Assist with updating Accounts Payable, cut checks and issue other payments, as necessary, • Assist with monthly closing of the books and with general entry, • Assist with preparation of financial statements (monthly, quarterly and annual) and supporting schedules, • Assist with the preparation of financial reports for submission to funding sources as needed, • Support financial analysis and compliance with internal policies and procedures consistent with Generally Accepted Accounting Principles (“GAAP”)., • This role requires great attention to detail, a strong ability to multi-task and work independently, and the ability to prioritize and meet deadlines., • 2-3 years of relevant work experience, preferably within the finance department of a nonprofit organization, • Bachelor’s degree in Accounting or Finance, • Excellent financial analysis skills, • Proficiency with Microsoft Office applications; advanced Excel skills are required, • Highly organized and detail oriented; able to plan, manage and successfully complete multiple concurrent projects with deadlines. Hours: Monday to Friday, 9am-5pm, 35 hours per week (In-Person) Posting Date: August 12, 2024 Application Deadline: Until filled We have a strong and vibrant work culture and offer excellent benefits including medical, dental, and vision insurance, 15 vacation days, 12 sick days, 3 personal days, and 12 paid agency-wide holidays. Hamilton-Madison House is an Equal Opportunity Employer

Job DescriptionPosition Summary The Executive Assistant plans and coordinates a wide variety of administrative and operational tasks to support the Finance & Administration Department. Department: Finance & Operations Reports To: Chief Financial Officer Location: 305 7th Avenue, New York, NY 10001 Hours: 35 Hours/Week, Exempt Salary Range: $66,181 – $73,535 Major Duties and Responsibilities • Schedule and coordinate meetings for the CFO and Controller., • Generate letters and correspondence for the department., • Respond to and follow up on finance-related inquiries from other program areas and stakeholders., • Maintain daily cash receipt records for all agency checks; distribute and scan copies to relevant staff., • Manage banking relationships and ensure proper documentation and reporting for all bank accounts., • Administer individual bank accounts for residents in care., • Assist in gathering documentation for agency audits as requested by the CFO and Controller., • Maintain finance manuals, policy documents, and other financial records., • Distribute all finance-related mail., • Oversee general office duties and maintain office equipment., • Take minutes for all Finance & Operations meetings., • Manage and control Finance petty cash., • Conduct agency petty cash audits., • Assist with agency switchboard and mailings., • Coordinate Finance & Operations team lunch reception coverage on Wednesdays (12:30 PM – 1:30 PM), including staff from AP, Revenue, Contract, and Finance., • Provide support to Executive Office functions as needed.Qualifications, • Detail-oriented and professional with excellent communication skills., • Minimum of 5 years of experience as an Executive or Administrative Assistant supporting senior executives., • Ability to maintain confidentiality, exercise good judgment, and demonstrate diplomacy., • Strong verbal and written communication skills for effective internal and external interactions., • Flexible and able to adapt to changing priorities; works well under pressure., • Ability to type 50-60 wpm and proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), • Advanced Excel experience with ability to create/modify charts, and tables of data., • High School diploma required., • Notary preferred.

Job DescriptionCapital Raising Advisor – Venture Studio (Initio Capital) Website: initiocapital.com Location: Remote Compensation: Equity opportunities, consulting income, referral bonuses Type: Part-Time / Advisory / Flexible About Initio Capital Initio Capital is a venture studio on a mission to democratize venture capital and expand access to opportunity for founders worldwide. We partner with early-stage startups and equip them with the advisors, systems, and networks needed to scale. Our platform gives experienced operators and professionals access to: * High-potential venture-backed startups * Best-in-class advisory tools and founder systems * A network of investors, founders, and fellow experts * Income streams through consulting, fractional work, and referrals We are actively onboarding seasoned capital-raising operators, consultants, agency leaders, and finance professionals who want to help founders secure pre-seed and seed funding. Role Overview As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. You will support companies across industries by providing expert guidance on capital strategy, investor communications, deck refinement, and introductions to qualified investors. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities. ResponsibilitiesFundraising Strategy & Planning * Help founders develop clear, realistic pre-seed/seed funding strategies * Advise on valuation, deal structuring, financial planning, and dilutive vs. non-dilutive options * Guide founders through SAFE, notes, early equity rounds, and investor expectations Investor Readiness & Materials * Review and refine pitch decks, financial models, and data rooms * Improve messaging, narrative clarity, and investor positioning * Coach founders on pitching, storytelling, and investor communication Investor Connections & Introductions * Provide warm introductions to angels, syndicates, lenders, and early-stage VCs (optional) * Support founders as they navigate investor conversations and diligence * Help founders expand their fundraising pipeline and strategy Strategic Support Beyond Capital While capital raising is the core focus, advisors may also contribute to: * Go-to-market strategy * Product development strategy * Talent and early hiring needs * Operational systems and back-office readiness What You Get by Joining Initio CapitalAccess to Exclusive Deal Flow Engage with venture-backed and high-growth startups in our ecosystem. Income Opportunities Earn through: * Paid consulting projects * Fractional advisory roles * Referral bonuses * Select equity opportunities Best-in-Class Tools & Systems We provide frameworks, templates, investor databases, and tooling to streamline your advisory work. Network & Community Join a collective of founders, investors, operators, and agency owners aligned with supporting early-stage innovation. Mission-Aligned Work Play a direct role in democratizing venture capital and enabling more founders to raise with confidence. Who We’re Looking ForIdeal Background * Experience raising capital for a startup or supporting founders who have raised * Background in finance, venture capital, investment banking, entrepreneurship, or advisory work * Experience with SAFEs, convertible notes, financial modeling, or investor relations Skills & Traits * Strong understanding of early-stage fundraising mechanics * Excellent storytelling and communication skills * Ability to quickly diagnose blind spots and provide actionable advice * Comfortable working with multiple startups across industries * Passion for enabling founders and empowering new innovation How to Join We use a simple two-step onboarding process:

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.

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 Location: New York, NY Work Model: Hybrid (3 days/week in office) Industry: AI / B2B SaaS / Enterprise Workflow Automation Compensation: $120,000–$140,000 OTE About the Company Our partner is a rapidly scaling AI-driven SaaS company transforming how modern enterprises manage purchasing, vendor approvals, and internal workflows across Finance, Legal, IT, and Security. Their platform replaces months of fragmented emails, spreadsheets, and manual approvals with a single intelligent system that automates routing, strengthens compliance, and gives leaders clear visibility into spend and risk. Backed by leading global investors and already supporting well-known enterprise organizations, the company has grown to more than 100 employees worldwide and is now building its first U.S. commercial hub in New York City. The Opportunity This is a rare chance to join the U.S. team at a pivotal inflection point as one of the early commercial hires. As a Founding Go-To-Market Associate, you will help define and scale the company’s GTM motion in the United States, working directly with senior commercial leaders and partnering closely with teams in both New York and London. The role combines strategy, execution, and ownership: you will drive demand generation efforts, develop outbound messaging and market insights, support key deals, and play a central role in shaping how the company establishes and grows its U.S. presence. With a small, high-caliber team and a culture that promotes from within, early hires will have meaningful visibility with executives and a clear path to increased responsibility and leadership as the U.S. office expands. Responsibilities • Build and execute outbound campaigns across email, LinkedIn, and other channels to generate qualified pipeline., • Research and identify prospective customer segments, aligning outreach to industry needs and market dynamics., • Develop and continuously refine outbound messaging, positioning, and GTM playbooks., • Partner with senior commercial leaders on deal-related activities, including proposals, RFP preparation, and pipeline management., • Support development of the broader U.S. GTM strategy, contributing insights from market conversations and outbound data., • Help shape early commercial processes, documentation, and onboarding frameworks as the team scales., • Represent the company with professionalism while engaging prospective customers and partners. Requirements • 1–4 years of professional experience in Sales, Consulting, Operations, or Investment Banking., • Strong communication skills with the ability to build rapport quickly and convey value clearly., • Comfort learning technical products and explaining them in simple, compelling terms., • Demonstrated ability to work in a fast-paced, high-ownership environment and navigate ambiguity., • Entrepreneurial mindset with interest in helping build and scale a company’s U.S. presence., • Ability to work from the New York office on a hybrid schedule (3 days/week on-site).

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 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 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 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 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